Global Investors: Investing in U.S. Real Estate

Can you build true passive income without owning rental property?

In this episode of the Global Investors Podcast, Charles Carillo sits down with Jamie Bateman — Army veteran, ex-DOD civilian, and founder of Labrador Lending — to unpack the business of mortgage note investing.

Jamie shares how he transitioned from a W2 career to a portfolio of first-lien, re-performing mortgage notes in the Midwest and Southeast. He breaks down his buy box, deal sourcing strategy, due diligence (the 3 Ps), and the truth behind the “passive income” promise.

Whether you’re brand new or scaling your note business, this episode delivers actionable insights.

What You’ll Learn:

What is mortgage note investing and how does it work?

The difference between performing, re-performing, and non-performing notes

Why legal structures (judicial vs non-judicial states) impact strategy

How to properly evaluate a note using the 3 Ps: Property, Payer, and Paper

Common mistakes to avoid before buying your first note

How to build relationships that bring deal flow

Guest Resources:

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

◾ Setup a FREE 30 Minute Strategy Call with Charles:

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

In this Strategy Saturday episode, Charles Carillo reveals how to analyze rental demand like a professional real estate investor—before you ever buy a property. This deep dive covers everything you need to understand your local rental market: population growth, job trends, affordability gaps, income levels, vacancy rates, supply absorption, and long-term crime trends.

Charles also explains how to properly compare rental comps, validate demand through test listings, and get honest rent feedback from local property managers. If you want to underwrite properties with accuracy, minimize vacancy, and avoid costly rental mistakes, this episode gives you the framework to stop guessing and start investing with confidence.

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

◾ Setup a FREE 30 Minute Strategy Call with Charles:

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

In this episode of the Global Investors Podcast, Charles Carillo interviews Dave Codrea, the co-founder of Greenleaf Capital. With over 20 years of real estate experience, Dave shares how he transformed underutilized properties—particularly vacant call centers and suburban office buildings—into high-performing assets across the Southeast.

They dive into topics like adaptive reuse, tenant demand, the pitfalls of office-to-residential conversions, and why local banks and strict buy boxes are essential for long-term success. Whether you're a seasoned investor or just exploring commercial real estate, this episode delivers deep insights from a proven operator.

Learn more about Dave Codrea & Greenleaf Capital:

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

◾ Setup a FREE 30 Minute Strategy Call with Charles:

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

Is your rental unit sitting vacant longer than expected?

In this Strategy Saturday episode, Charles Carillo dives into the hidden costs of vacancy and shares the key strategies he uses to reduce downtime, increase lease renewals, and keep units filled. Whether you're managing a duplex, multifamily, or turnkey rental, you’ll learn how to avoid common marketing mistakes, improve tenant retention, and ultimately boost your NOI.

Charles covers everything from listing photos and tenant screening to early lease renewals and fraud prevention — plus he shares why most landlords lose money before the tenant ever moves in.

Mentioned Episodes:

SS74: What is the Difference Between Physical and Economic Vacancy - https://youtu.be/QDc-P15oRro

SS151: Understanding Vacancy and Make Ready Costs - https://youtu.be/AzpgO6yLTTM

SS230: Stop Wasting Money on Upgrades | Do These Instead for Higher Rents - https://youtu.be/2QwLnQNhZiM

Subscribe to never miss a weekly dose of real estate investing insights!

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

◾ Setup a FREE 30 Minute Strategy Call with Charles:

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

In this episode of the Global Investors Podcast, Charles Carillo talks with capital-raising expert Dave Dubeau. Dave reveals how he completed 18 real estate deals in 18 months using creative financing — and how he’s helped investors raise over $325 million in private capital. You'll learn how podcasting can become your most powerful tool to attract accredited investors, and how to start raising money from your own warm network using the “Ninja Strategy.”

Topics Covered:

Dave’s journey from Costa Rica to Canadian real estate

The importance of marketing over real estate skills

The podcast strategy that generates 20+ investor meetings/month

Investor communication tips during tough markets

Step-by-step breakdown of the “Ninja Strategy”

Mistakes new capital raisers make — and how to avoid them

Learn More About Dave Here:

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

◾ Setup a FREE 30 Minute Strategy Call with Charles:

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

Tenant turnover can quietly destroy your cash flow if you're not paying attention to the hidden costs. In this episode, Charles Carillo breaks down the real cost of tenant turnover—why it's more than just lost rent—and how smart landlords reduce it without overspending.

You'll learn the difference between vacancy and turnover, how to calculate your actual turnover rate, and the strategies you can apply today to keep good tenants, minimize unit prep expenses, and protect your net operating income.

Whether you manage a few units or a large portfolio, understanding tenant turnover is essential for real estate investors looking to grow efficiently and profitably.

Subscribe and leave a review if you found this episode helpful.

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

◾ Setup a FREE 30 Minute Strategy Call with Charles:

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

In this episode of the Global Investors Podcast, Charles Carillo sits down with Andy Weiner, President of RockStep Capital, to explore how shopping center investments can outperform multifamily in today’s high-interest environment.

Andy shares his journey from operating 159 retail stores to building over 10 million sq ft of shopping centers across 11 states. You’ll learn how grocery-anchored assets, enclosed mall redevelopments, and positive leverage strategies offer outsized returns—especially in secondary and tertiary markets.

Topics covered:

Grocery-anchored shopping center investment strategy

Enclosed mall value-add deals and redevelopment

Positive leverage vs negative leverage in real estate

Underwriting retail assets for downside protection

The RockStep Coalition: community-backed investing

Tenant credit analysis and lease structuring

Retail construction cost trends and risk mitigation

Connect with Andy:

Subscribe for more interviews with top real estate investors and capital allocators.

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

◾ Setup a FREE 30 Minute Strategy Call with Charles:

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

Raising rents can feel risky but not raising them could be even worse.

In this episode of Strategy Saturday, Charles Carillo shares a proven strategy for increasing rents without losing your best tenants. Whether you’ve just bought a property with under market rent, are dealing with inflationary pressures, or want to boost your cash flow without causing turnover, this episode will walk you through exactly what to do and what to avoid.

Charles covers:

How to raise rent the smart and sustainable way

When to use a rent concession strategy

How to justify rent increases with data and transparency

What to include in a rent increase letter

The hidden cost of tenant turnover

Why communication and empathy are key to tenant retention

If you're a landlord, real estate investor, or property manager looking to raise rent without damaging relationships, this episode is your roadmap.

Mentioned in this episode:

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

◾ Setup a FREE 30 Minute Strategy Call with Charles:

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

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:

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

Not all property upgrades are worth the price. In this episode of Strategy Saturday, Charles Carillo uncovers six common rental property renovations that don’t increase rent, resale value, or return on investment—and in some cases, they can actually lower your NOI. From unpermitted work to luxury appliances and layout changes that backfire, Charles shares real examples and lessons learned from years of hands-on real estate investing.

You’ll learn:

Which renovations landlords often regret

Why “over-improving” hurts more than it helps

The financial traps of pools, solar panels, and premium upgrades

How to align renovations with market demand and tenant expectations

Before you start your next property update, make sure you’re investing where it truly counts.

Looking for small upgrades that actually help increase rent? Don’t miss Strategy Saturday Episode SS219 - https://youtu.be/fN7h6xCTlJc.

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

◾ Setup a FREE 30 Minute Strategy Call with Charles:

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