Global Investors: Investing in U.S. Real Estate

If you think real estate is the best way to build passive income… you might be missing a huge piece of the puzzle.

In this episode of the Global Investors Podcast, Dr. Jason Balara breaks down the real difference between investing in multifamily real estate and acquiring small businesses — and why combining both could be the smarter strategy for long-term wealth.

We go beyond the typical “passive income” narrative and talk about what actually happens when markets shift, cash flow slows down, and investors are forced to adapt.

You’ll learn:

If you're trying to decide where to put your money, this conversation will challenge your assumptions.

Learn More About Jason 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/ 

If you think interest rates are the most important part of a real estate deal… you might be making a costly mistake.

In this episode, we break down why loan term matters more than interest rate and how short-term debt has destroyed deals—especially in volatile markets like 2022–2023.

Most investors focus on getting the lowest rate possible. But the real risk isn’t the rate… it’s the structure of your debt.

You’ll learn how long-term debt:

If you want to invest safely and avoid forced sales or bad refinancing decisions, this is a must-watch.

Links Referenced in 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/ 

Why investors are killing security deposits and what’s replacing them in multifamily real estate. In this episode, Andrew Bowen breaks down how zero-deposit leasing is changing NOI, reducing bad debt, and reshaping leasing strategy across the industry. Security deposits have quietly collapsed over the last decade but most investors don’t realize the hidden risk this creates.

In this conversation, we dive into:

Why traditional security deposits are becoming obsolete

The difference between physical occupancy vs economic occupancy

How bad debt is quietly eating into multifamily returns

How zero-deposit leasing works (and why operators are adopting it)

The role of lease insurance in protecting owners

How fraud, skips, and poor screening impact NOI

Why better operations — not just higher rent — drives real value

If you’re investing in multifamily or analyzing deals, this episode will change how you think about risk, leasing, and long-term returns. 

If you’re serious about building wealth through real estate investing, make sure to subscribe and turn on notifications.

Learn More About Andrew 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/ 

Understanding the multifamily operating expense ratio is critical for analyzing apartment building investments. Two properties may generate the same income, but their operating expenses can be dramatically different — and that difference can make or break your investment returns.

In this episode of Strategy Saturday, Charles Carillo explains how the operating expense ratio in real estate works, how to calculate it, and how investors use it to evaluate multifamily deals. You’ll learn what expenses are included, what costs are excluded, and why the commonly referenced 50% expense rule can be a useful benchmark when underwriting apartment buildings.

This video also covers typical expense ratio ranges for Class A, Class B, and Class C multifamily properties, and explains how factors like property age, market conditions, management efficiency, and deferred maintenance can impact operating expenses.

Whether you're analyzing your first rental property or evaluating a large apartment complex, understanding the expense ratio for multifamily investing can help you identify hidden risks and avoid bad deals.

In this video you’ll learn:

• What the operating expense ratio is in multifamily real estate

Understanding operating expenses is one of the most important skills in multifamily underwriting, and mastering this metric will help you evaluate deals more confidently.

Links Referenced in 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/ 

Andrew Freed went from a W-2 employee to owning over 550 rental units in just a few years — all while working his job.

In this episode of the Global Investors Podcast, Andrew shares the strategies he used to scale his multifamily real estate portfolio, including house hacking, creative financing, value-add investing, and building relationships with local banks and mentors.

If you're a W-2 professional who wants to start investing in real estate, this episode breaks down the exact steps Andrew used to grow from 0 units to hundreds of units through smart leverage and disciplined execution.

In this episode we discuss:

• How Andrew scaled from 0 to 550 rental units

This episode is packed with practical insights for anyone looking to build long-term wealth through multifamily real estate investing.

Learn More About Andrew 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/ 

Most real estate investors think the only way to increase net operating income (NOI) is by raising rents or renovating units. But what if you could increase your rental property cash flow without raising rent at all?

In this video, we break down the hidden cashflow strategies real estate investors use to increase NOI — even in slow markets where rent growth disappears. These operational strategies can help multifamily investors improve property performance, reduce vacancy, control expenses, and unlock additional income streams.

If you own rental property or invest in apartment buildings, understanding how to increase NOI without relying on rent increases can dramatically improve your investment returns.

In this episode, you'll learn:

• How to increase NOI without raising rent

These strategies are commonly used by experienced multifamily investors to improve net operating income, increase property value, and stabilize cash flow.

Since property values are largely determined by NOI, improving operations can significantly increase the value of your real estate investment.

If you want to learn how to grow rental property income without major renovations, this video will show you the operational strategies that make the biggest difference.

Links Referenced in 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/ 

Many real estate investors start with single-family rentals or small multifamily properties—but very few ever scale beyond a handful of units.

In this episode of the Global Investors Podcast, Ashley Garner shares how he scaled from small rentals to 196-unit multifamily deals and why small landlords often get “mathematically eliminated” from building real wealth.

Ashley explains the key shift every real estate investor must make: moving from operator to system builder.

If you're interested in multifamily investing, workforce housing, or scaling a rental portfolio, this conversation breaks down the real strategies behind long-term real estate wealth.

In this episode, you’ll learn:

• Why small rental portfolios often fail to create financial freedom

Connect with Ashley Garner:

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/ 

Are rent concessions helping your property or quietly destroying your NOI?

In competitive multifamily markets, free rent, waived fees, and move-in specials are everywhere. But what looks like a small concession on one unit can scale into serious cash flow erosion across an entire apartment complex.

In this episode of Strategy Saturday, we break down:

How rent concessions impact multifamily cash flow

The difference between asking rent and effective rent

When concessions help during lease-up and stabilization

Why heavy concessions create renewal problems

How concessions affect apartment valuation and refinancing

The underwriting mistake many investors overlook

If you own, operate, or invest in apartment buildings, understanding how concessions affect NOI is critical. Used strategically, they can help stabilize a property. Used incorrectly, they can compress margins and reduce long-term value.

Before offering one month free rent or underwriting a deal with concessions - Listen this.

Links Referenced in 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/ 

How do you go from buying a $7,500 lot at 17 years old to owning over 1,400 apartment units?

In this episode of the Global Investors Podcast, Paul Montelongo shares how he transitioned from single-family flips and a marina resort to building a large multifamily portfolio across multiple markets — and why mastering capital raising changed everything.

Paul breaks down:

• How he scaled from residential flips to 1,400+ units

If you're serious about multifamily investing, capital raising, and building scalable real estate businesses, this episode is packed with high-level strategy.

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/ 

Most landlords underestimate the power of a resident referral program — and that mistake costs them occupancy, leads, and cash flow.

In this Strategy Saturday episode, Charles Carillo breaks down how to structure tenant referral bonuses the right way — legally, strategically, and effectively.

You’ll learn:

How resident referral programs actually increase apartment occupancy

The difference between cash bonuses vs rent credits

Why most landlords structure referral incentives incorrectly

Legal limits in states like Florida and Texas

How to use two-sided incentives to boost lease conversions

When you can offer larger referral bonuses through licensed real estate agents

How to promote your referral program so it actually works

A properly designed multifamily referral incentive system turns your tenants into a decentralized marketing team — generating warmer leads and reducing vacancy faster than traditional advertising.

If you own or manage rental property, this is a leasing strategy you can’t ignore.

Links Referenced in 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/