Episode Summary

In this episode of Groundbreakers, Adeola Oladimeji, General Partner at Ascendi Capital, shares how he’s using private equity strategies to roll up car washes into a high-cash-flow empire. Starting in multifamily real estate, Ade saw a unique opportunity to consolidate fragmented, mom-and-pop car wash businesses and turn them into scalable, institutional-quality assets.

Key Points Discussed

• From Multifamily to Car Washes: Why Ade shifted from traditional real estate investing to an overlooked niche with strong cash flow potential.
• The Private Equity Playbook: How he identifies acquisition targets, structures deals, and increases operational efficiency to maximize value.
• Financing the Rollup: The role of SBA loans, seller financing, and investor capital in scaling a portfolio of small businesses.
• Lessons from Real Estate Investing: How Ade applies underwriting discipline and value-add strategies from real estate to business acquisitions.

Guest Information

• Name: Adeola Oladimeji
• Roles: General Partner at Ascendi Capital
• LinkedIn: Adeola Oladimeji
• Website: Ascendi Capital

Conclusion

Adeola Oladimeji’s journey is a masterclass in spotting hidden opportunities and using private equity principles to scale cash-flowing businesses. His insights on rollups, financing, and operational efficiencies offer valuable lessons for investors looking beyond traditional real estate.

Connect with Ade on LinkedIn to learn more about Ascendi Capital and his approach to building wealth through business acquisitions.

Episode Summary

In this episode of Groundbreakers, Joseph Root, Managing Partner at Root Realty and ESRE Partners, shares his evolution from managing a family business to building a $160M real estate portfolio. Joseph offers a deep dive into his strategy for identifying value in Chicago’s multifamily market, fostering community impact, and scaling sustainably in a competitive environment.

Key Points Discussed

• From Family Business to Leading a Portfolio: Joseph talks about his transition from working in his family’s real estate business to taking the reins at Root Realty and growing the portfolio to $160M.
• Mastering Chicago’s Multifamily Market: Insights into why Joseph focuses on Chicago, the unique opportunities and challenges of the city, and how local expertise gives him a competitive edge.
• Scaling with Strategy: Joseph shares how his disciplined approach to underwriting and investment decisions has enabled steady growth and strong returns, even during market turbulence.
• Balancing Community and Returns: Root Realty’s philosophy of creating value for both investors and the communities they operate in, and why building trust with stakeholders is key to long-term success.

Guest Information

• Name: Joseph Root
• Roles: Managing Partner at Root Realty and ESRE Partners
• LinkedIn: Joseph Root
• Website: Root Realty & ESRE Partners

Conclusion

Joseph Root’s story is an inspiring example of combining legacy and innovation to build a thriving real estate business. His expertise in Chicago’s multifamily market, focus on disciplined investing, and commitment to community impact make this episode a must-listen for investors at any stage.

Connect with Joseph on LinkedIn to learn more about Root Realty and his work with ESRE Partners.

Episode Summary

In this episode of Groundbreakers, Dr. Rajkumar Venkatramani, founder of REIDOC Capital and a pediatric oncologist, shares his unique journey from medicine to real estate. Raj discusses how he transitioned from being a passive investor to actively helping physicians achieve financial freedom through syndications and automation. His dual expertise in healthcare and real estate highlights the importance of diversification, efficiency, and trust in building long-term wealth.

Key Points Discussed

• From Passive to Active Investing: Raj’s journey began with passive real estate syndications as a way to diversify his investments beyond the stock market. In 2021, he transitioned into active syndication, pooling resources with other doctors and operators.
• Balancing Medicine and Real Estate: Raj shares how he manages his time as a leader in pediatric oncology while running a successful real estate business. His strategies include leveraging automation, delegating tasks, and focusing on high-value activities.
• Innovating Capital Raising: Raj talks about his CRM platform tailored for real estate syndicators, designed to automate lead nurturing, investor communication, and deal workflows—allowing syndicators to focus on building relationships.
• Lessons Learned in Multifamily: From mistakes in Class C properties to shifting focus to Class A and B assets, Raj discusses how market dynamics and investor preferences influenced his investment strategy.

Guest Information

• Name: Dr. Rajkumar Venkatramani
• Role: Founder at REIDOC Capital
• LinkedIn: Rajkumar Venkatramani
• Website: REIDOC Capital
• Real estate AI summit

Conclusion

Dr. Rajkumar Venkatramani’s story is an inspiring example of how to balance a high-stakes career with a passion for building wealth through real estate. His focus on trust, efficiency, and automation has helped him create a business model that supports physicians in their journey toward financial freedom.

Connect with Raj on LinkedIn to learn more about his work at REIDOC Capital and his innovative CRM solutions.

Episode Summary

In this episode of Groundbreakers, Victor Leite, co-founder of 25/8 Capital, shares his incredible journey from a career in medicine to creating a thriving real estate business. Victor’s story exemplifies the power of pivoting, perseverance, and building efficient systems to scale rapidly in the real estate space.

Victor dives deep into how he leverages his unique background to approach real estate investing with precision and a focus on scalability. From developing a $40M portfolio to helping other investors build generational wealth through private equity, Victor’s insights are invaluable for anyone looking to grow in the industry.

Key Points Discussed

• From Medicine to Real Estate: How Victor transitioned from being a physician to building a $40M real estate portfolio.
• The Role of Systems: Insights into how Victor uses systems and operational efficiency to drive scalability and success.
• Real Estate Private Equity: How 25/8 Capital supports investors in accessing high-yield opportunities while navigating market challenges.
• Building Generational Wealth: Victor’s approach to helping investors achieve long-term success through strategic partnerships and well-executed deals.

Guest Information

• Name: Victor Leite
• Role: Co-Founder at 25/8 Capital
• LinkedIn: Victor Leite
• Website: 25/8 Capital

Conclusion

Victor Leite’s story is a powerful example of how leveraging systems and strategic partnerships can lead to exponential growth in real estate investing. Whether you’re an aspiring investor or a seasoned pro, this episode is packed with actionable insights to help you scale your portfolio and build generational wealth. Connect with Victor on LinkedIn or learn more about his work at 25/8 Capital.

Episode Summary

In this episode of Groundbreakers, Jeff Flynn, Founder of Aspen Ridge Capital, shares his inspiring journey from a Navy veteran leveraging a VA loan to building a thriving career in mobile home park investing. Jeff discusses the innovative strategies he uses to find off-market deals, the challenges and opportunities in the affordable housing space, and how Aspen Ridge Capital is making an impact in small-town communities by focusing on tenant-first solutions.

Key Points Discussed

• From Navy Veteran to Investor: How Jeff used his VA loan to purchase his first property, house-hack his way to financial independence, and transition into mobile home park investing.
• Finding Off-Market Deals: Jeff’s unique strategies, including using Google Street View and direct mail campaigns, to connect with sellers and identify overlooked opportunities.
• Challenges of Mobile Home Parks: The nuances of managing mobile home parks, including tenant relationships, infrastructure upgrades, and navigating local regulations.
• Investing in Small-Town America: Why Jeff focuses on smaller markets that are often ignored by larger investors and how this strategy has led to Aspen Ridge Capital’s success.
• Building a Resilient Portfolio: The importance of a long-term mindset, reinvesting in properties, and maintaining affordability while delivering strong returns for investors.

Guest Information

• Name: Jeff Flynn
• Role: Founder at Aspen Ridge Capital
• LinkedIn: Jeff Flynn
• Website: Aspen Ridge Capital

Conclusion

Jeff Flynn’s story showcases the power of a strategic, community-driven approach to mobile home park investing. His ability to find hidden opportunities, stay focused on small markets, and deliver value to both tenants and investors makes this episode a must-listen for anyone looking to break into the affordable housing space. Tune in to learn more about Jeff’s inspiring journey and the impact of Aspen Ridge Capital’s work in creating sustainable, long-term success.

Episode Summary

In this episode of Groundbreakers, Luis Frias, founder of Caltex Capital Group, shares his journey from a career in real estate brokerage to becoming a multifamily investor with over 700 units and $100M in assets under management. Luis opens up about how his background in underwriting deals helped him confidently transition into multifamily investing and why Texas remains a top market for real estate opportunities. He also dives into his strategies for adding value to properties, navigating market challenges, and building a resilient real estate business.

Key Points Discussed

• From Brokerage to Multifamily Investing: How Luis leveraged his brokerage experience to transition into multifamily real estate, reviewing hundreds of deals to gain confidence before launching Caltex Capital Group.
• Texas as a Multifamily Powerhouse: Insights into why Texas markets like San Antonio and Houston are primed for growth, driven by population influx and a strong job market.
• Fixed-Rate Debt and Risk Management: Luis emphasizes the importance of securing fixed-rate debt to weather economic shifts and protect investors.
• Value-Add Strategies: Innovative ways Luis and his team increase NOI, from valet trash services to bulk Wi-Fi packages, enhancing tenant experience while boosting profitability.
• The Importance of Relationships: A firsthand account of how Luis’s network saved a crucial project after a contractor issue threatened to derail progress.

Guest Information

• Name: Luis Frias
• Role: Founder of Caltex Capital Group
• LinkedIn: Luis Frias
• Website: Caltex Capital Group

Conclusion

Luis Frias’s story is a testament to the power of calculated risks, strategic relationships, and staying adaptable in a competitive real estate market. His focus on adding value, managing risk, and building a strong network provides valuable lessons for anyone looking to scale in real estate investing. Connect with Luis to learn more about his journey and the success of Caltex Capital Group.

Episode Summary

In this episode of Groundbreakers, Christopher Seveney, Founder and CEO of 7e Investments, dives into the world of mortgage note investing, sharing how he transitioned from civil engineering and construction management to building a $30M portfolio of over 500 mortgage notes. Christopher’s unique approach to real estate investing focuses on creating win-win scenarios by helping borrowers get back on track while delivering consistent returns for investors. His recession-resistant strategy and equity-based model offer a fresh perspective on generating passive income in uncertain markets.

Key Points Discussed

• From Civil Engineering to Note Investing: Christopher’s career journey from construction management and development into the niche world of mortgage notes.
• Recession-Resistant Strategy: How Christopher’s focus on equity-based, low-leverage investments provides stability and protects investors in volatile markets.
• Rehabilitating Non-Performing Loans: Turning risky, non-performing loans into valuable assets while creating opportunities for borrowers to stay in their homes.
• Building Trust with Investors: Christopher’s emphasis on education, transparency, and steady long-term growth in managing $30M in investor capital.
• Avoiding Leverage-Heavy Pitfalls: Why Christopher steers clear of over-leveraging and prioritizes sustainable returns.

Guest Information

• Name: Christopher Seveney
• Role: Founder and CEO at 7e Investments
• LinkedIn: Christopher Seveney
• Website: 7e Investments

Conclusion

Christopher Seveney’s insights into mortgage note investing shed light on an often-overlooked strategy in the real estate industry. His commitment to creating value for both borrowers and investors while maintaining financial stability is a blueprint for success in any market. Whether you’re a seasoned investor or new to alternative investments, Christopher’s journey offers valuable lessons for building a recession-resistant portfolio. Connect with Christopher on LinkedIn or explore more about 7e Investments to learn how mortgage notes can diversify your investment strategy.

Episode Summary

In this episode of Groundbreakers, Shawn Dwyer shares how he has successfully balanced a demanding corporate career with building a robust real estate portfolio focused on mobile home parks and self-storage facilities. Shawn discusses how he strategically entered real estate investing, chose recession-resistant asset classes, and managed his time effectively to achieve sustainable growth. His approach emphasizes creating value for both investors and the communities he serves, making his story a must-listen for aspiring investors juggling full-time careers.

Key Points Discussed

• Building While Balancing: Shawn'a practical tips for starting and scaling a real estate portfolio without leaving his corporate job, including effective time management and forming partnerships.
• Why Mobile Home Parks & Self-Storage: Shawn's insights into why these asset classes are ideal for long-term investments due to their steady demand and resilience to economic downturns.
• Creating Community Impact: Shawn's philosophy of balancing financial returns with community improvements, ensuring a win-win for residents and investors alike.
• Creative Financing Strategies: How Shawn leveraged tools like home equity loans and self-directed IRAs to fund his initial investments and continue scaling his portfolio.

Guest Information

• Name: Shawn Dwyer
• Role: Real Estate Investor (Mobile Home Parks & Self-Storage)
• LinkedIn: Shawn Dwyer
• Website: Golden Oak

Conclusion

Shawn Dwyer’s story demonstrates that it’s possible to build a thriving real estate portfolio while maintaining a full-time career. His focus on recession-resistant assets, creative financing, and community-driven value offers inspiration and actionable insights for anyone looking to get started in real estate investing. Connect with Shawn on LinkedIn to learn more about his work and approach.

Episode Summary

In this episode of Groundbreakers, Jeremy Dyer, Founder & Managing Partner at Starting Point Capital, shares his inspiring journey from tech sales to becoming a passionate advocate for passive real estate investing. Jeremy discusses his transition from actively flipping houses to syndicating multifamily properties as a limited partner, emphasizing the importance of community, trust, and the right partnerships in achieving long-term success. His story highlights the power of collaboration and how Starting Point Capital is helping investors access institutional-grade real estate opportunities.

Key Points Discussed

• From Tech to Real Estate: Jeremy’s career pivot from tech sales to real estate, and how he found his niche in multifamily syndication.
• The Role of Trust in Investing: How Jeremy carefully vets sponsors and stresses the importance of transparency and alignment with investors.
• Scaling Through Collaboration: Starting Point Capital’s mission to pool investors, secure better terms, and create opportunities for those new to syndications.
• Market Insights and Opportunities: Jeremy’s perspective on finding value in today’s market by targeting assets in strong, stable locations.

Guest Information

• Name: Jeremy Dyer
• Role: Founder & Managing Partner at Starting Point Capital
• LinkedIn: Jeremy Dyer
• Website: Starting Point Capital
• Book: The Fundamental Investor

Conclusion

Jeremy Dyer’s journey showcases the transformative power of passive investing and the importance of collaboration in scaling wealth through real estate. His focus on building trust, educating investors, and navigating today’s challenging market provides actionable insights for anyone looking to invest in multifamily properties. Connect with Jeremy on LinkedIn to learn more about his work and Starting Point Capital’s mission to make real estate accessible to all.

Episode Summary

In this episode of Groundbreakers, Jarod Alexander, founder of Optimal Equity Group, shares his inspiring journey from a successful sales career to building a thriving multifamily syndication business. Jarod dives into how his upbringing in a real estate family shaped his approach to investing and how he now helps busy professionals achieve financial freedom through passive investments. He discusses the challenges of scaling single-family rentals, the importance of trusting the right operators in syndications, and the innovative strategies he uses to maximize returns for investors.

Key Points Discussed

• From Sales to Real Estate: Jarod’s transition from a W2 sales career to founding Optimal Equity Group, driven by a passion for real estate and financial independence.
• Scaling Challenges: The limitations Jarod encountered with single-family rentals and why multifamily syndications became his focus for long-term growth.
• Vetting Syndication Operators: Why choosing the right operator is critical and Jarod’s comprehensive vetting process to ensure trust and reliability.
• Leveraging Tax Abatements: Jarod’s innovative approach to utilizing tax abatements to significantly reduce property expenses while creating affordable housing opportunities.
• Building Wealth Through Syndications: Insights into how Jarod helps busy professionals grow their wealth through strategic multifamily investments.

Guest Information

• Name: Jarod Alexander
• Role: Founder of Optimal Equity Group
• LinkedIn: Jarod Alexander
• Website: Optimal Equity Group

Conclusion

Jarod Alexander’s story highlights the power of resilience, strategic thinking, and a focus on long-term wealth creation. His expertise in scaling through multifamily syndications, vetting operators, and employing creative tax strategies offers invaluable lessons for both aspiring and seasoned investors. Connect with Jarod on LinkedIn to learn more about his work and Optimal Equity Group’s mission to empower professionals through passive investments.