Global Investors: Investing in U.S. Real Estate

Global Investors: Investing in U.S. Real Estate

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Global Investors: Investing in U.S. Real Estate episodes

  • SS288: How to Budget for Deferred Maintenance Properly

    Deferred maintenance can quickly turn a profitable multifamily investment into an expensive problem if repairs aren’t properly identified and budgeted before closing.

    In SS288, Charles Carillo explains how multifamily investors can properly budget for deferred maintenance, starting with a physical needs assessment and identifying the remaining useful life of major building systems.

    You’ll learn how to:

    • Identify deferred maintenance during due diligence
    • Prioritize immediate, operational, and cosmetic repairs
    • Separate routine OpEx from major CapEx
    • Budget for roofs, HVAC systems, boilers, parking lots, and other major repairs
    • Build and fund a reserve account
    • Avoid relying on property cash flow for major first-year repairs
    • Charles also explains why being properly capitalized is critical when purchasing and repositioning multifamily properties. SS288- How to Budget for Deferr…

       

      Links Referenced in Episode: -

      • SS267: Deferred Maintenance: How to Spot and Budget for Hidden Property Issues - https://youtu.be/YpOI1WVtCQE
      • 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/

         

        5 min
      • GI365: Inside the Hilton Family Office: Institutional Wealth Building with Mark Miller

        In this episode of the Global Investors Podcast, Charles Carillo sits down with Mark Miller, Managing Director of the Hilton Family Office and CEO of Hilton Tax and Wealth Advisors, to discuss the strategies family offices use to approach investing, risk management, taxes, business exits, and long-term wealth building.

        Mark explains what a family office actually is, the difference between single-family, multi-family, and virtual family offices, and why the approach used by wealthy families can look very different from traditional retail wealth management.

        In this episode, you’ll learn:

        • What a family office is and how it works
        • When a family office may make sense based on net worth
        • Family office investing vs. traditional wealth management
        • Why Mark challenges the traditional 60/40 portfolio
        • How wealthy investors think about risk and capital preservation
        • Why investment discipline and systems matter
        • How business owners can prepare years in advance for an exit
        • The relationship between expected returns and investment risk
        • How advanced tax planning fits into long-term wealth building
        • Lessons Mark has learned during nearly 40 years in financial services
        • Mark also discusses the philosophy behind his book, Hilton Wealth: How to Invest Like an American Dynasty, and the idea of bringing institutional-style wealth strategies to a broader group of investors.


          Learn More About Mark Here: https://www.hiltonwealth.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/

          33 min
        • SS287: Key Performance Metrics Every Operator Must Track

          Is your property fully occupied but still underperforming? In SS287, Charles Carillo breaks down the key performance metrics every multifamily operator and real estate investor should be tracking to understand how their properties are actually performing.

          You’ll learn how to monitor financial, operational, leasing, and marketing KPIs—including net operating income (NOI), economic vacancy, physical occupancy, tenant turnover, lease renewals, turn time, maintenance resolution time, traffic-to-lease rate, and cost per lease.

          Rather than relying only on industry averages, Charles explains why comparing your current numbers with previous months can help uncover negative trends before they become larger operational problems.

          If you’re interested in actively investing in multifamily real estate, visit syndicationsuperstars.com and join the waitlist for the one-on-one mentoring program.



          4 min
        • GI364: From Stocks and Bonds to 51 Syndications with Senate Eskridge

          Senate Eskridge is based in Idaho and has partnered on over 1,000 multifamily units across the country (and counting), helping nearly 100 people from all walks of life invest in multifamily real estate.

          Senate founded The Idaho Summit and The Idaho Real Estate Conference, and also runs the Magic Valley Real Estate Investors Meet-Up.

          Learn more about Senate Eskridge:

          • Senate Eskridge - https://senateeskridge.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/

            34 min
          • SS286: When to Walk Away from a Deal

            What if the best real estate deal you ever make is the one you walk away from?

            In this Strategy Saturday episode, Charles Carillo explains when multifamily real estate investors should stop trying to make a deal work and walk away instead.

            A bad deal doesn’t become a good deal just because you’ve already invested time, money, and energy into it. And when a property only works under perfect assumptions, small changes in expenses, financing, vacancies, or repairs can quickly destroy your projected returns.

            In this episode, Charles covers the major warning signs investors should watch for during underwriting and due diligence, including:

            • When the numbers simply don’t work

            • Why tight cash-on-cash margins leave little room for mistakes
            • Debt service coverage ratio concerns
            • Overreliance on aggressive rent growth
            • Inconsistencies between financial statements and bank records
            • Missing management fees, reserves, or vacancy assumptions
            • Hidden deferred maintenance and major repair costs
            • Problem tenants and property-level issues
            • Why investors should verify information before submitting an offer
            • When best-case underwriting assumptions are a signal to walk away

            Successful real estate investing isn’t just about knowing which properties to buy. It’s also about developing the discipline to recognize when the risk no longer justifies the potential return.


            Links Referenced in Episode: -

            • SS134: What is Debt Service Coverage Ratio (DSCR) - https://youtu.be/W6eB7NjThiY
            • 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/

               

              6 min
            • GI363: Navigating U.S. Real Estate & Cross-Border Investing with Lauren Cohen

              Lauren Cohen was on episode GI100. Lauren helps entrepreneurs, investors, professionals, and families strategically expand into the U.S. through business, investment, real estate, and immigration planning. She has helped hundreds of clients achieve their American dream of investing and/or relocating to the US.

              Learn More About Lauren Here:

              www.investingacrossborders.net

              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/

               

               

              28 min
            • SS285: Buying at a Discount, Selling at a Discount

              Buying a property below market value can look like a great opportunity—but what if the reason you’re buying at a discount is the same reason you’ll eventually have to sell at a discount?

              In this episode of Strategy Saturday, Charles Carillo discusses the hidden risks of purchasing properties with permanent valuation penalties and why investors should understand exactly what is causing a property to trade below comparable properties.

              Charles shares the example of a 3-unit property that had been sitting on the market at a discount. After reviewing the location, he discovered that the property was surrounded by industrial buildings, creating a permanent disadvantage compared with nearby residential properties.

              In this episode, you’ll learn:

              • How an entry discount can be offset by lower rents, reduced tenant demand, longer vacancies, and higher concessions.

              • Why the next buyer may expect the same—or an even larger—discount when you sell.

              • The difference between external obsolescence and functional obsolescence.

              • Examples of permanent issues, including power lines, highways, industrial surroundings, poor layouts, low ceilings, and inadequate parking.

              • When buying a permanently discounted property may still make financial sense.

              • Why cash flow becomes especially important when the property may be difficult to sell during weaker market cycles.

                Properties with permanent issues can still present opportunities, but investors need to understand that they usually cannot renovate their way out of a poor location.

                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/

                6 min
              • GI362: Unlocking Value in Small Bay Industrial & Retail with Nick Jones

                What makes small bay industrial and retail real estate attractive to investors, and where can the biggest opportunities for value creation be found?

                In this episode of the Global Investors Podcast, Charles Carillo sits down with Nick Jones to explore investing in small bay industrial and retail properties and the strategies investors can use to uncover opportunities in these often-overlooked commercial real estate sectors.

                Nick shares his perspective on finding value, evaluating opportunities, and understanding the characteristics that make small bay industrial and retail properties unique compared with other commercial real estate asset classes.

                Whether you’re an experienced commercial real estate investor or looking to expand beyond traditional multifamily investing, this conversation offers valuable insight into how investors can approach industrial and retail real estate investing.

                In this episode, you’ll learn about:

                • Small bay industrial real estate investing

                • Retail real estate opportunities

                • Finding hidden value in commercial properties

                • Value-add commercial real estate strategies

                • Evaluating industrial and retail investment opportunities

                • Building value in overlooked commercial real estate assets

                   

                  42 min
                • SS284: How to Build a Multifamily Investment Team

                  Building a multifamily investment team is one of the most important steps in growing a successful real estate portfolio.

                  In this Strategy Saturday episode, Charles Carillo explains how to build a multifamily investment team, which professionals you need at each stage, and when it makes sense to expand your operation.

                  Whether you are self-managing your first apartment property or building a full-scale real estate investment firm, the right team can help you manage daily operations, evaluate deals, raise capital, and acquire more properties.

                  In this episode, Charles discusses:

                  • The foundational team every multifamily investor needs

                  • How brokers, lenders, attorneys, and CPAs support your investments
                  • Why your property manager may be your most important team member
                  • When to hire bookkeepers, contractors, handymen, and insurance brokers
                  • How virtual assistants can save you hours every week
                  • The roles needed to build a true real estate investment firm
                  • When to add asset management, investor relations, marketing, and underwriting
                  • Why hiring part-time and using a 90-day trial can reduce hiring risk
                  • How specialized team members free you to focus on finding and buying properties

                  Multifamily investing is a team sport. As your portfolio grows, surrounding yourself with experienced professionals allows you to scale without becoming an expert in every area of the business.

                  Links Referenced in Episode:

                  • SS44: How Do You Build A Real Estate Team? - https://youtu.be/ofBnnnomKGc
                  • 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/

                    6 min
                  • GI361: Tax Lien Investing Explained: A Title Attorney's Guide with Stephen Morel

                    How does tax lien investing work—and is it really a way to acquire real estate for pennies on the dollar?

                    In this episode of the Global Investors Podcast, Charles Carillo interviews Stephen Morel, a title attorney with 20 years of property-law experience and the founder and CEO of JurisDeed.

                    Stephen explains how tax lien investing works, why local governments sell delinquent property-tax liens, how investors earn returns during the redemption period, and what happens when a property owner fails to repay the outstanding taxes.

                    You’ll also learn why tax lien investing is primarily an interest-income strategy, not necessarily a shortcut to owning discounted real estate. Stephen breaks down the important differences between tax liens and tax deeds, how foreclosure works, and why legal notices, title research, due diligence, and state-specific regulations matter.

                    In this episode, you’ll discover:

                    • What tax lien investing is and how investors make money

                    • The difference between tax liens and tax deeds
                    • How the tax lien redemption period works
                    • Why tax liens may take priority over existing mortgages
                    • What happens after an investor purchases a tax lien
                    • Why most tax liens are redeemed before foreclosure
                    • The legal and compliance work required from investors
                    • How institutional investors dominate the tax lien market
                    • Why the secondary tax lien market remains fragmented
                    • How JurisDeed is simplifying tax lien investing with data, automation, AI, and legal infrastructure

                    Stephen also shares how Hurricane Katrina changed the direction of his legal career and eventually led him to develop title solutions for tax-sale properties. Today, JurisDeed is working to make the traditionally complex tax lien investment process more accessible to individual investors.


                    Learn More About Stephen Here:

                    - JurisDeed - https://jurisdeed.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/

                     

                    41 min

                  About Global Investors: Investing in U.S. Real Estate

                  From the publisher's feed

                  The Global Investors Podcast focuses on helping both active and passive investors generate income and generational wealth by investing in U.S. real estate. Listen to interviews with investors, syndicators, lenders, attorneys, property managers, and other industry professionals who have successfully built their businesses while working alongside real estate investors.

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