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

  • GI342: The Future of Private Real Estate Lending with Saurabh Shah

    In this episode of the Global Investors Podcast, Charles Carillo sits down with Saurabh Shah, PropTech entrepreneur and co-founder of InstaLend, to break down how asset-based lending is changing the way real estate investors finance deals in today’s market.

    Saurabh brings a rare perspective—combining Wall Street experience in investment banking and private equity with hands-on real estate investing. Together, they unpack why traditional lending models fail active investors, how asset-based underwriting works, and why speed, flexibility, and common-sense underwriting matter more than ever. This conversation dives deep into the real mechanics of investor financing, including fix-and-flip loans, construction lending, DSCR mortgages, BRRRR strategies, and how technology is eliminating friction in rehab draws and closings.

    If you’re a real estate investor looking to close faster, scale smarter, and recycle capital more efficiently, this episode is for you.

    Learn More About Saurabh Here:

    • InstaLend - https://www.instalend.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/

      25 min
    • SS264: Understanding Cap Rates (And Why They're Misleading)

      Cap rates are one of the most commonly used metrics in real estate investing but also one of the most misunderstood.

      In this episode of Strategy Saturday, Charles Carillo breaks down:

      • What cap rates actually measure
      • Why cap rates ignore financing, growth, and risk
      • The biggest mistakes investors make when relying on cap rates
      • What smart investors use instead of cap rates
      • How to properly analyze real estate deals beyond a single metric

      Whether you invest in multifamily, commercial real estate, or passive syndications, this episode will help you avoid costly mistakes and make better investment decisions.

      Links Referenced in Episode:

      • SS76: What is a Cap Rate and What is a Reversion Cap Rate? - https://youtu.be/_IVjR8mckiY
      • 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
      • GI341: Investing in Small Retail Plazas with Manish Pushye

        In this episode of the Global Investors Podcast, Manish Pushye shares how investing in small retail plazas became a core part of his long-term wealth strategy. From using real estate as an insurance policy against business risk to explaining why triple-net strip centers offer stable cash flow and flexibility, this conversation breaks down the mindset, structures, and lessons entrepreneurs need to build durable, diversified portfolios.

        We go deep into:

        • Why diversification is survival, not theory
        • How creative financing and seller carry replace cash scarcity
        • Why small strip centers often outperform large anchor-tenant retail
        • How triple-net leases externalize risk and stabilize cash flow
        • Why operating businesses should service debt, not real estate
        • The immigrant mindset of capital discipline, resourcefulness, and repetition
        • How investor trust is built by under-promising and protecting principal

        Learn More About Manish Here: 

        • Awesome ROI - https://awesomeroi.us/
        • 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
        • SS263: Tenant Renewal Rate

          Most real estate investors focus on rent increases, but the hidden metric that drives apartment profits is tenant renewal rate.

          In this Strategy Saturday episode, Charles Carillo breaks down what tenant renewal rate is, how to calculate it, and why tenant retention often matters more than raising rents. With the average U.S. apartment renewal rate sitting around 54%, tenant turnover is quietly costing owners thousands per unit each year.

          You’ll learn:

          • What tenant renewal rate means in multifamily investing

          • How tenant retention directly increases NOI

          • Why tenant turnover often costs more than $5,000 per unit

          • How renewal rates signal asset health to buyers and investors

          • The key factors that influence whether tenants stay or leave

            Understanding your property’s renewal rate and improving it year over year, is one of the most effective ways to create long-term value in multifamily real estate.

            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
          • GI340: Mortgage Note Investing for Beginners with Eddie Speed

            Mortgage note investing is becoming one of the most powerful alternatives to rental properties in today’s inflationary market. In this episode of the Global Investors Podcast, Eddie Speed explains why being the bank can be more profitable than being a landlord.

            With rising interest rates, shrinking rental cash flow, and negative leverage hitting real estate investors, traditional rental strategies no longer work the way they used to. Eddie breaks down how seller financing and mortgage note investing allow investors to earn consistent returns without dealing with tenants, maintenance, or rising expenses.

            In this episode, you’ll learn:

            – Why rental properties stopped cash flowing after 2022  
            – What negative leverage means and why it destroys returns  
            – How mortgage note investing works for beginners  
            – Why seller financing is growing as banks tighten lending  
            – How professional note investors measure risk before buying  

            This conversation is ideal for real estate investors, passive investors, and anyone looking for alternatives to rental properties in an inflationary environment.

            Learn More About Eddie Here:

            • Colonial Funding Group - https://colonialfundinggroup.com/
            • Webinar - https://noteschool.com/global
            • 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
            • SS262: What are Surety Bonds?

              What is a surety bond in real estate, and why is it NOT insurance?

              Most people misunderstand how surety bonds actually work and that confusion can lead to costly mistakes in real estate deals.

              In this video, we break down surety bonds in real estate in simple terms. You’ll learn how surety bonds work, who they protect, and why they’re required for real estate developers, property managers, and licensed professionals. We also explain the key difference between surety bonds vs insurance, a distinction most people get wrong.

              If you’ve ever wondered how property owners stay protected when a developer walks away from a project or why states require surety bonds for real estate licensing, this video will give you clarity.

               What You’ll Learn in This Video
              • What a surety bond is in real estate

              • Why surety bonds are not insurance

              • The 3 parties in a surety bond (principal, obligee, surety)

              • How surety bonds protect property owners and government agencies

              • Common real estate surety bonds (performance, licensing, property management)

              • What happens when a surety bond is claimed

                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
              • GI339: Mortgage Note Investing with Nic DeAngelo

                In GI339 of the Global Investors Podcast, host Charles Carillo sits down with Nic DeAngelo, CEO of Saint Investment Group, to break down mortgage note investing, non-performing loans (NPLs), and how investors can generate consistent passive income through real estate debt.

                In this episode, you’ll learn:

                • What mortgage note investing is and how it works
                • Why non-performing loans offer unique downside protection
                • How low loan-to-value (LTV) reduces risk
                • Why owning mortgage debt can be more scalable than owning rental properties
                • How sophisticated investors use real estate debt for portfolio stability

                Learn More About Nic Here:

                • Saint Investment Group - https://saintinvestment.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/

                  30 min
                • SS261: The Value-Add Process

                  In this Strategy Saturday episode, Charles Carillo breaks down the 5-step value add multifamily process used to increase apartment NOI and transform underperforming apartment complexes into higher-value assets.

                  Value add apartment investing is not just about renovating units and raising rents. True value is created by improving operations, fixing deferred maintenance, stabilizing tenant relationships, and executing renovations in the right sequence. In this video, Charles explains how professional multifamily investors execute a value add apartment business plan after a property goes under contract.

                  You’ll learn how to:

                  • Identify property issues before closing
                  • Prioritize deferred maintenance and curb appeal before rent increases
                  • Build tenant goodwill during renovations
                  • Renovate units strategically to maximize rent growth
                  • Optimize multifamily operations using KPIs like occupancy, income, and turnover

                  This episode is designed for multifamily real estate investors, apartment syndicators, and operators who want to understand how to increase apartment NOI without raising rents too early.

                   

                  Links Referenced in Episode:

                  - SS219: Transforming Properties: The Untold Value of Minor Renovations - https://youtu.be/fN7h6xCTlJc

                  - SS235: SS235: Renovations That Don't Add Value - https://youtu.be/wgofSQT5ITM

                   

                  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
                • GI338: Apartment Property Management with Luke Leins

                  In this episode of the Global Investors Podcast, host Charles Carillo speaks with Luke Leins, SVP of Business Development at ResProp Management, about what truly drives success—or failure—in apartment property management.

                  Drawing from experience managing over 23,000 multifamily units, Luke explains why property management is one of the most overlooked yet most critical drivers of NOI. The discussion covers multifamily property management strategy, third-party management, and how real estate operations directly impact investor returns.

                  Luke breaks down common mistakes investors make, including unrealistic pro formas, payroll misrepresentation, and involving property managers too late in the acquisition process. He also shares practical guidance on property management due diligence, staffing and culture, and how to choose the right third-party property manager.

                  This episode offers a clear, operator-level look at how apartment property management shapes long-term real estate performance.

                   

                  Learn More About Luke Here:

                  • ResProp - https://www.respropmanagement.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
                  • SS260: How Demographics Are Driving Demand for Apartments

                    Why are millennials and Gen Z choosing rent over homeownership—and why is this shift reshaping the U.S. housing market?

                    For decades, owning a home was considered the American Dream. Today, that narrative is changing. Younger generations are delaying or completely bypassing homeownership, not because they’ve failed—but because the math, lifestyle, and priorities have changed.

                    In this Strategy Saturday episode, we break down the demographic trends driving apartment demand and explain why renting is becoming a long-term choice rather than a temporary phase. This isn’t a short-term housing cycle. It’s a structural shift that real estate investors need to understand.

                    We explore how:

                    • Millennials in their 30s and 40s are delaying homeownership

                    • Gen Z is entering the workforce as renters by default

                    • Rising home prices and mortgage rates are extending renter tenure

                    • Lifestyle flexibility and career mobility favor renting over owning

                    • Baby boomers are downsizing into apartments and senior-friendly communities

                    • Household formation trends are increasing multifamily demand

                    • Renting is often more efficient than owning when you factor in hidden costs

                      You’ll also learn why the idea that “buying is always better than renting” ignores maintenance, repairs, time, and opportunity cost—and why many high-income households are now renters by choice.

                      For investors, this episode explains why apartment demand will stay strong, why multifamily demand is being driven by demographics rather than speculation, and how the apartment market is being redefined from both ends of the age spectrum.

                      If you’re trying to understand the future of apartment renting in the United States, this episode provides the framework.

                      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

                    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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