By Pascal Wagner
5
100100 ratings
The podcast currently has 34 episodes available.
When do you transition from managing your investments personally to having professionals do it?
This is a question I’ve been asking myself lately. I earn 50% of my income from my portfolio of 12 homes in Atlanta, and the other 50% I make from passive investment funds.
In this episode of the Grow Your Cashflow Podcast with Vincent Balagia, Founder & CEO of Stallion Capital Management, a fund with $150M under management, we discuss:
This episode is more than just a discussion; it's about finding practical answers to the questions we, as investors, face every day.
If you're navigating the complexities of active and passive investing, this episode could be a game-changer for you.
Listen in at: https://youtu.be/LzeepCqdSpk
#RealEstateInvesting #WealthGrowth #TexasMarket #InvestmentStrategy #Podcast #FinancialInsights #AccreditedInvestors #StallionCapital #GrowYourCashflow
// About The Show:
========================
Welcome to Grow Your Cashflow Podcast where we help accredited investors learn how to earn consistent monthly passive income from private placements.
If you're uncertain about where to invest for dependable returns, have limited access to exclusive opportunities like private placements, or are looking for expert insights and guidance on generating consistent income across various asset classes, then this show is tailored just for you.
By listening to this show, you'll achieve your passive income goals faster by learning:
🚀 Proven strategies to secure monthly passive income.
💡 Expert insights from successful fund managers and investors.
🌐 How to access exclusive opportunities in private placements.
📈 Techniques to diversify across multiple asset classes for a robust portfolio.
💰 The well-guarded secrets of wealth accumulation used by the world's elite.
Try listening to our most popular episodes on your favorite podcasting platform or on YouTube. We look forward to you joining our community of investors. You’ll be one step closer to growing your cashflow!
// About The Guests:
========================
Vincent Balagia, the Founder and CEO of Stallion Capital Management, stands out as a seasoned leader in the realm of real estate investment. Since establishing Stallion Funding, the predecessor to Stallion Capital, in 2007, Balagia has dedicated himself to carving out a niche in the commercial lending markets, focusing particularly on Texas-based real estate loans. His primary mission is to offer investors not only attractive rates of return but also a substantial level of downside protection. This focus on both growth and security reflects his commitment to providing value and trust to his investor partners.
Vincent Balagia helms Stallion Capital Management with a keen focus on lucrative Texas real estate investments. His creation, The Stallion Texas Real Estate Fund, emphasizes diversification across major Texas metros in commercial and residential real estate. Balagia champions integrity and investor-first strategies, ensuring transparency and trust. His innovative approach makes high-caliber real estate investments accessible, surpassing traditional barriers of high investment thresholds.
Pascal Wagner is the founder of Grow Your Cashflow which was formed to help accredited investors learn how to earn consistent passive income from private placements. Previously, he was a Fund & Portfolio Manager at Techstars, making over 300 follow-on investments for the Techstars Ventures ‘17 and ‘21 Funds, he founded Walkthrough, which was acquired by PlanOmatic in 2019, he founded Online Ad Labs which was acquired by PosterBrain in 2016, and he has owned a growing portfolio of real estate properties across the United States since 2013.
// Links Related To This Episode:
========================
- Learn how to earn monthly passive income from private placements at: https://hubs.ly/Q023z93L0
- Get passive income opportunities delivered to your inbox every week by joining our subscriber list at: https://hubs.ly/Q023z8mg0
- Follow Pascal Wagner on your favorite social media channel: https://www.investwithpascal.com
- Watch the show on YouTube: https://youtu.be/LzeepCqdSpk
- Subscribe to the Grow Your Cashflow Podcast on your favorite platform: https://growyourcashflow.transistor.fm/
- Reach out to Vincent Balagial: https://www.linkedin.com/in/vincentbalagia/
- Learn more about Stallion Capital Management: https://stallioncap.com/
// Key Time Stamps & Topics
========================
00:00: Intro
03:49: Vincent Balagia emphasizes aligning investment decisions with personal values.
06:42: The educational role of his podcast in guiding investors toward passive income.
10:45: Vincent provides insights into real estate debt funds, especially in the Texas market.
13:58: Pascal shares challenges in managing active real estate investments, particularly Airbnb.
17:52: Vincent touches on pricing and maintenance complexities in property management.
21:35: Outsourcing property management's benefits and drawbacks.
24:48: Vincent discusses strategic decision-making in property management.
28:10: Transitioning from active management to passive investment strategies.
31:27: Vincent talks about the necessity of risk assessment in investment decisions.
35:09: Discussion on adapting investment strategies to market changes.
38:49: Vincent highlights understanding different fund risks.
42:22: Insights on balancing high returns with risk management.
45:56: Vincent advises on managing real estate funds in varying economic conditions.
52:47: Vincent stresses aligning business practices with personal and life goals
Pretty much every fund manager I’ve spoken with not only manages their own fund, but also invests passively with other operators outside of their expertise.
In this eye-opening episode on the Grow Your Cashflow Podcast, Andrew Campbell, Managing Partner at Wildhorn Capital, not only shares the strategy behind his $800M Fund investing in central Texas but also…
Andrew's insights are not just theories; they are hard-earned lessons from the front lines of investing hundreds of millions of dollars, offering a rare glimpse into the mind of a successful investor.
If you’re evaluating different places to invest and you want to learn more, you can listen to the full episode here: https://youtu.be/1lZWwXL-0Oo
#podcast #money #investing #economy #privateinvestment #funds #syndications #investments #alternativeinvestments
// About The Show:
========================
Welcome to Grow Your Cashflow Podcast where we help accredited investors learn how to earn consistent monthly passive income from private placements.
If you're uncertain about where to invest for dependable returns, have limited access to exclusive opportunities like private placements, or are looking for expert insights and guidance on generating consistent income across various asset classes, then this show is tailored just for you.
By listening to this show, you'll achieve your passive income goals faster by learning:
🚀 Proven strategies to secure monthly passive income.
💡 Expert insights from successful fund managers and investors.
🌐 How to access exclusive opportunities in private placements.
📈 Techniques to diversify across multiple asset classes for a robust portfolio.
💰 The well-guarded secrets of wealth accumulation used by the world's elite.
Try listening to our most popular episodes on your favorite podcasting platform or on youtube. We look forward to you joining our community of investors. You’ll be one step closer to growing your cashflow!
// About The Guests:
========================
Andrew Campbell, the Managing Partner at Wildhorn Capital, leads the Austin, Texas-based real estate private equity firm. Renowned for focusing on residential value-add and ground-up development in Central Texas, Wildhorn Capital seeks to provide risk-adjusted returns through expert property investment and development strategies.
Boasting an impressive portfolio with $800 million in assets under management, Wildhorn Capital has raised $80 million across 17 funds, demonstrating a strong track record in investor distributions. Andrew, with his extensive experience in making 20 Limited Partner investments, offers a deep understanding of investor needs. For those interested in partnership, the firm is currently welcoming new investors, with a minimum investment requirement of $100,000.
Pascal Wagner is the founder of Grow Your Cashflow which was formed to help accredited investors learn how to earn consistent passive income from private placements. Previously, he was a Fund & Portfolio Manager at Techstars, making over 300 follow-on investments for the Techstars Ventures ‘17 and ‘21 Funds, he founded Walkthrough, which was acquired by PlanOmatic in 2019, he founded Online Ad Labs which was acquired by PosterBrain in 2016, and he has owned a growing portfolio of real estate properties across the United States since 2013.
// Links Related To This Episode:
========================
- Learn how to earn monthly passive income from private placements at: https://hubs.ly/Q023z93L0
- Get passive income opportunities delivered to your inbox every week by joining our subscriber list at: https://hubs.ly/Q023z8mg0
- Follow Pascal Wagner on your favorite social media channel: https://www.investwithpascal.com
- Watch the show on YouTube: https://youtu.be/1lZWwXL-0Oo
- Subscribe to the Grow Your Cashflow Podcast on your favorite platform: https://growyourcashflow.transistor.fm/
- Reach out to Andrew Campbell: https://www.linkedin.com/in/andrew-campbell-3745a41/
- Learn more about Wildhorn Capital: https://wildhorncap.com/
// Key Time Stamps & Topics
========================
00:00 - Introductory focus on real estate LP investments.
00:42 - Pascal Wagner introduces the podcast's goals and target audience.
01:34 - Andrew outlines his journey in real estate and Wildhorn Capital's specialization in multifamily and built-to-rent properties.
02:15 - A dive into the varied strategies of fund managers and real estate operators.
03:15 - Andrew discusses his preference for multifamily units and built-to-rent properties, emphasizing market stability.
06:45 - Comparison of managing vertical apartment buildings versus horizontal rental housing.
09:15 - Wildhorn Capital's strategies for attracting and maintaining investor relationships.
11:00 - Overview of the typical investor profile in Wildhorn Capital's funds.
14:45 - Discussion on Wildhorn Capital's distinct investment strategy and regional expertise.
17:15 - Andrew shares his journey from a passive LP investor to an active GP, along with key learnings.
20:00 - Exploring the balance between active and passive investment strategies.
23:15 - Impact of inflation and economic changes on real estate investment decisions.
27:00 - Wildhorn Capital's criteria for selecting investment opportunities.
30:45 - Reflecting on past investment experiences and their influence.
34:00 - How investor attitudes and experiences have evolved over time.
38:15 - The stability of residential housing investments under different economic conditions.
42:30 - Insights into investing in different real estate classes.
45:45 - Strategies and outlook for investing in class A versus lower-class properties.
46:45 - Final thoughts from Andrew and how to connect with Wildhorn Capital.
“Buying low is never comfortable, it’s never pleasant, but this is what it feels like”
Let's get real—you didn't accumulate significant wealth by playing it safe or being content with the status quo.
In this episode of the Grow Your Cashflow Podcast, I interviewed Craig Berger, CEO of Avid Realty Partners, the driving force behind Avid Realty Partners, a firm with an impressive $400 million under management and a staggering 37% Internal Rate of Return (IRR) to understand how he has been able to build such an incredible track record, so that we can do the same.
In this episode you’ll learn:
And so much more!
🔗 Action Steps:
#podcast #money #investing #economy #privateinvestment #funds #syndications #investments #alternativeinvestments
// About The Show:
========================
Welcome to Grow Your Cashflow Podcast where we help accredited investors learn how to earn consistent monthly passive income from private placements.
If you're uncertain about where to invest for dependable returns, have limited access to exclusive opportunities like private placements, or are looking for expert insights and guidance on generating consistent income across various asset classes, then this show is tailored just for you.
By listening to this show, you'll achieve your passive income goals faster by learning:
🚀 Proven strategies to secure monthly passive income.
💡 Expert insights from successful fund managers and investors.
🌐 How to access exclusive opportunities in private placements.
📈 Techniques to diversify across multiple asset classes for a robust portfolio.
💰 The well-guarded secrets of wealth accumulation used by the world's elite.
Try listening to our most popular episodes on your favorite podcasting platform or on youtube. We look forward to you joining our community of investors. You’ll be one step closer to growing your cashflow!
// About The Guests:
========================
Craig Berger is the Founder & CEO at Avid Realty Partners, an investment firm headquartered in New York, New York. They specialize in multifamily apartments, industrial, and net lease assets across the United States. Their strategy revolves around investing in value-add, core, and core+ multifamily assets, primarily in the sunbelt area of the U.S., but they are open to deals across most of the country. Founded in 2015, Avid Realty Partners has raised over $175 million and manages assets totaling $400 million. Although they haven't launched distinct funds, they have successfully completed at least one full syndication cycle and have made distributions to investors. If you're interested in participating in their investment opportunities, the minimum check size is $250,000 for new investors.
Pascal Wagner is the founder of Grow Your Cashflow which was formed to help accredited investors learn how to earn consistent passive income from private placements. Previously, he was a Fund & Portfolio Manager at Techstars, making over 300 follow-on investments for the Techstars Ventures ‘17 and ‘21 Funds, he founded Walkthrough, which was acquired by PlanOmatic in 2019, he founded Online Ad Labs which was acquired by PosterBrain in 2016, and he has owned a growing portfolio of real estate properties across the United States since 2013.
// Links Related To This Episode:
========================
- Learn how to earn monthly passive income from private placements at: https://hubs.ly/Q023z93L0
- Get passive income opportunities delivered to your inbox every week by joining our subscriber list at: https://hubs.ly/Q023z8mg0
- Follow Pascal Wagner on your favorite social media channel: https://www.investwithpascal.com
- Watch the show on YouTube: https://youtu.be/uUmaUbFBPsA
- Subscribe to the Grow Your Cashflow Podcast on your favorite platform: https://growyourcashflow.transistor.fm/
- Reach out to Craig Berger on Linkedin: https://www.linkedin.com/in/craig-berger1
- Learn more about Avid Realty Partners: https://avidrealtypartners.com/
// Key Time Stamps & Topics
========================
00:00 - Introduction to the Podcast
01:20 - Introducing Craig Berger, founder and CEO of Avid Realty Partners
02:54 - Economic Indicators and Their Impact. Craig discusses how current economic indicators like federal reserve interest rates are affecting traditional investments and private placements.
03:25 - Craig Berger: Investment Timing and Cycle. Craig emphasizes the cyclical nature of investments and states that it's a good time to invest in multifamily properties due to lowered prices.
05:56 - Craig shares insights from his 12-year experience on Wall Street about how everything is cyclical and how to assess the right time to invest.
07:10 - Craig provides criteria for what makes a great real estate deal and touches on the impact of interest rates on investment decisions.
07:41 - Craig on Future Interest Rates
08:16 - Investors are now looking past the current rate hike cycle.
09:18 - Craig talks about the challenges and skills required in operating multifamily real estate.
10:07 - Continual learning and adaptation are crucial in this space.
10:28 - Craig discusses the importance of tracking data like inflation, CPI, PPI, and federal debt.
11:26 - Opines that inflation issues are mostly resolved.
12:16 - Craig highlights the ballooning U.S. debt to GDP ratio as an indicator of future interest rate trends.
12:39 - Craig advocates for investing in hard assets as an inflation hedge.
13:07 - Craig's experience as a sell-side equities analyst and its impact on his investment strategies
15:00 - Craig discusses the federal balance sheet and its implications on investing in hard assets
16:00 - Craig’s investment thesis and how it affects his investment decisions
18:30 - Craig acknowledges the mistakes he has made and emphasizes the importance of humility and learning
19:30 - Craig's rationale for specializing in multifamily real estate and his choice of markets
20:30 - Compares investing in growth markets versus more stagnant ones, explaining the criteria for choosing either. Discusses the importance of selecting markets based on population growth, rent growth, and potential for a good exit cap rate. Highlights rules of thumb for quickly sifting through opportunit...
I currently earn $2,700+/mo on $300,000 (which is an ~11% annual return), distributed monthly, by investing in a private fund that provides mortgages to cannabis grow facilities.
Talking about money, especially when intertwined with taboo topics such as Cannabis, are usually not spoken about openly. But if you’re an investor looking to grow your net worth and cashflow, I think it’s important to understand all the investment options you have on the table.
In this episode of the Grow Your Cashflow Podcast, I interviewed Rob Sechrist, President of Pelorus Equity Group, the private cannabis mortgage REIT I’ve personally invested $300,000 into, to share…
🔗 Action Steps:
#lp #gp #shorts #investments #passiveincome #wealthbuilding #financialfreedom #personalfinance #growyourcashflow #privateplacements
// About The Show:
========================
Welcome to Grow Your Cashflow Podcast where we help accredited investors learn how to earn consistent monthly passive income from private placements.
If you're uncertain about where to invest for dependable returns, have limited access to exclusive opportunities like private placements, or are looking for expert insights and guidance on generating consistent income across various asset classes, then this show is tailored just for you.
By listening to this show, you'll achieve your passive income goals faster by learning:
🚀 Proven strategies to secure monthly passive income.
💡 Expert insights from successful fund managers and investors.
🌐 How to access exclusive opportunities in private placements.
📈 Techniques to diversify across multiple asset classes for a robust portfolio.
💰 The well-guarded secrets of wealth accumulation used by the world's elite.
Try listening to our most popular episodes on your favorite podcasting platform or on youtube. We look forward to you joining our community of investors. You’ll be one step closer to growing your cashflow!
// About The Guests:
========================
Rob Sechrist heads Pelorus Capital Group, a Newport Beach-based private equity firm revolutionizing the cannabis sector with specialized commercial real estate loans. Their mREIT, the Pelorus Fund, offers groundbreaking financing options and has raised over $540 million since 2010. The team has a track record of completing 73 deals that cover over 4.5 million square feet nationwide and have played a part in $5 billion worth of real estate investments.
Pascal Wagner is the founder of Grow Your Cashflow which was formed to help accredited investors learn how to earn consistent passive income from private placements. Previously, he was a Fund & Portfolio Manager at Techstars, making over 300 follow-on investments for the Techstars Ventures ‘17 and ‘21 Funds, he founded Walkthrough, which was acquired by PlanOmatic in 2019, he founded Online Ad Labs which was acquired by PosterBrain in 2016, and he has owned a growing portfolio of real estate properties across the United States since 2013.
// Links Related To This Episode:
========================
- Learn how to earn monthly passive income from private placements at: https://hubs.ly/Q023z93L0
- Get passive income opportunities delivered to your inbox every week by joining our subscriber list at: https://hubs.ly/Q023z8mg0
- Follow Pascal Wagner on your favorite social media channel: https://www.investwithpascal.com
- Watch the show on YouTube: https://youtu.be/F9Dul55dHz4
- Subscribe to the Grow Your Cashflow Podcast on your favorite platform: https://growyourcashflow.transistor.fm/
- Reach out to Rob Sechrist on Linkedin: https://www.linkedin.com/in/rob-sechrist-7597686/
- Learn more about Pelorus Equity Group: https://pelorusequitygroup.com/
// Key Time Stamps & Topics
========================
00:00 - Introduction to the Grow Your Cashflow Podcast
02:13 - Pascal Wagner: The misunderstandings surrounding investments in the cannabis industry
03:15 - Detailed explanation of the asset classes and why cannabis real estate offers diversification.
04:00 - Emphasis on the non-guaranteed returns in equity investments versus the more stable debt investments.
05:00 - Discusses the resilience of cannabis investments, even in economic downturns, and how cannabis tenants generate 10-15 times more revenue per square foot.
06:00 - The process of loan origination
07:30 - Outlines the structure of bridge lending in their fund, emphasizing the secured position they maintain throughout the investment process.
07:36 - Discusses the structure of their bridge lending program, detailing how they offer loans with real estate as collateral.
08:30 - Explains how additional security is obtained through collateral from cannabis operators.
10:00 - Addresses cannabis legality at the federal level, anticipating changes.
11:00 - State-specific licenses and Federal DEA licenses for cannabis, and the implications of both.
12:15 - Discusses the cannabis industry's current size, revenue and future potential.
13:45 - Discusses perceived risks by investors and their strategy for competing against traditional banks
15:13-Risk Profile in Cannabis Investments
16:15 - Tools to Compete against Banks
17:45 - Default Rate Vs. Loss Rate in the Cannabis Industry
18:30 - Cannabis Market Stabilization
19:15 - Polar Data Project for Market Capacity Analysis
21:15 - Utilizing Mean Average Data for Loans
23:13 - Discussing cannabis usage statistics and cultivation capacity
23:56 - Factors considered before granting loans for cannabis cultivation
24:44 - Explains how the team uses data and maps to make lending decisions
25:11 - Talks about cannabis laws and the different paths states have taken
26:01 - Shares his previous lending experience and the shift into cannabis
26:56 - The challenges faced in raising capital for the fund
28:12 - Explains the operational complexities of distributing returns
29:14 - Talks about the effect of COVID-19 on the fund’s growth and investor diversification
30:07 - Discusses changes made to cater to retail investors
31:15 - Rob discusses competition and net equity value.
32:09 - Risk and return scenarios of a specific investment example.
32:38 - Future shifts in the cannabis market.
33:22 - Department of Justice’s role in cannabis sector regulations.
34:43 - Expected changes in the federal tax return for cannabis businesses.
35:21 - Anticipated regulatory clarity in the cannabis sector.
35:43 - Influence of safe banking and legislative chokepoints.
37:01 - Rob on investment safety and risk mitigation strategies.
37:52 - Rob emphasizes the competitive advantage of their approach
37:5...
Are you an investor scratching your head over which deal to pick to earn more monthly passive, burdened by analysis paralysis or untimely jumps on investment opportunities?
You're not alone. Even the savviest investors can struggle with choosing the right fund for their portfolio. The key to breaking free from this cycle is understanding what a high-quality, recession-safe fund looks like.
That's precisely why I invited Bo Parfet, the Managing Principal and Head of Growth at DLP Capital, to the latest episode of the Grow Your Cashflow Podcast. We deep-dived into the world of workforce housing and how DLP Capital excels in generating monthly passive income in this recession-resistant sector.
🎯 In This Episode, You Will Learn:
🔗 Action Steps:
#lp #gp #shorts #investments #passiveincome #wealthbuilding #financialfreedom #personalfinancce #growyourcashflow #privateplacements
// About The Show:
========================
Welcome to Grow Your Cashflow Podcast where we help accredited investors learn how to earn consistent monthly passive income from private placements.
If you're uncertain about where to invest for dependable returns, have limited access to exclusive opportunities like private placements, or are looking for expert insights and guidance on generating consistent income across various asset classes, then this show is tailored just for you.
By listening to this show, you'll achieve your passive income goals faster by learning:
🚀 Proven strategies to secure monthly passive income.
💡 Expert insights from successful fund managers and investors.
🌐 How to access exclusive opportunities in private placements.
📈 Techniques to diversify across multiple asset classes for a robust portfolio.
💰 The well-guarded secrets of wealth accumulation used by the world's elite.
Try listening to our most popular episodes on your favorite podcasting platform or on youtube. We look forward to you joining our community of investors. You’ll be one step closer to growing your cashflow!
// About The Guests:
========================
Bo Parfet serves as the Managing Principal at DLP Capital, a St. Augustine, FL-based wealth management firm focusing on Real Estate Private Debt and Real Estate Private Equity. The firm aims to mitigate the Workforce Housing Crisis in the U.S., concentrating its rental units primarily in the Sunbelt region. With a robust track record of managing over $5 billion across 10 different funds, DLP Capital requires a minimum investment of $200,000 and has successfully taken at least one syndication/fund full circle.
Pascal Wagner is the founder of Grow Your Cashflow which was formed to help accredited investors learn how to earn consistent passive income from private placements. Previously, he was a Fund & Portfolio Manager at Techstars, making over 300 follow-on investments for the Techstars Ventures ‘17 and ‘21 Funds, he founded Walkthrough, which was acquired by PlanOmatic in 2019, he founded Online Ad Labs which was acquired by PosterBrain in 2016, and he has owned a growing portfolio of real estate properties across the United States since 2013.
// Links Related To This Episode:
========================
- Learn how to earn monthly passive income from private placements at: https://hubs.ly/Q023z93L0
- Get passive income opportunities delivered to your inbox every week by joining our subscriber list at: https://hubs.ly/Q023z8mg0
- Follow Pascal Wagner on your favorite social media channel: https://www.investwithpascal.com
- Watch the show on YouTube: https://youtu.be/nR0XIds3Dtc
- Subscribe to the Grow Your Cashflow Podcast on your favorite platform: https://growyourcashflow.transistor.fm/
- Reach out to Bo Parfet on Linkedin: https://www.linkedin.com/in/boparfet/
- Learn more about DLP Capital: http://www.dlpcapital.com/
// Key Time Stamps & Topics
========================
Timestamps:
00:00 - Introduction of the Podcast.
01:27 - About Bo Parfet and gives an overview of DLP Capital and Bo's background.
02:32 - Bo shares his personal career journey, from undergraduate to JP Morgan and finally to DLP Capital.
06:22 - Bo discusses the effort required to maintain and manage wealth based on his personal experience.
07:01 - Pascal asks Bo about his previous student housing portfolio and its current status.
08:35 - Family office background and investment diversity
08:57 - Types of assets: Private equity, venture capital, crypto, debt, bonds
11:00 - Key screening criteria: Top 10 auditor, billion-dollar AUM, strong track record
11:45 - Importance of top 10 auditor
12:15 - Preferred size of AUM and track record
12:45 - Desire for high-quality investor communication and fund documentation
13:00 - DLP's strength in these areas
13:30 - DLP as an impact company focused on solving the workforce housing crisis
14:00 - DLP's unique position in the current market
15:52 - Shift from making a living to making a life through passive income and real estate investment.
16:15 - Importance of cash flow as a low-risk indicator.
16:45 - Money management as the modern-day survival skill.
18:00 - Top 10 auditors not being a bulletproof measure for safe investment.
18:45 - Role of diversification as the greatest defense in investment.
20:00 - Contributions of investors in DLP toward societal good.
20:45 - Case of an investor using distributions to finance grandchildren's education.
21:15 - Investors using income for charitable contributions.
23:00 - Overview of the Senior Secured Lending Fund.
26:55 - The subject of real estate investment lending.
27:00 - Bo describes the unique advantage of DLP as both a lender and real estate developer.
28:15 - Bo outlines loan-to-value and loan-to-cost ratios.
28:45 - Types of projects DLP is involved in: ...
Do you think analyzing deals is difficult and confusing? Do you struggle with determining what a “good” deal even is?
One of the first steps I take when evaluating a deal is understanding the incentives of who is behind it and what is in it for them.
In our latest episode of the Grow Your Cashflow Podcast, I interviewed Dave Zook, Founder & CEO at The Real Asset Investors who has raised over $800M for his projects to ask:
🔗 Listen to the episode here: https://youtu.be/uhmHhyMtA_0
#Investing #FinancialFreedom #RealEstate #Syndications #PassiveIncome #WealthBuilding #AlternativeInvestments"
// About The Guests:
========================
Dave Zook, founder of The Real Asset Investor, transitioned from successful entrepreneurship to mastering tax strategy and investments. With over $800 million placed across diverse asset classes, including cryptocurrency, Dave is a financial expert. His proactive, strategic approach and valuable insights make him a sought-after speaker. Join us on the show to learn from Dave's journey, exploring tax strategies, investments, and the road to financial success.
Pascal Wagner is the founder of Grow Your Cashflow which was formed to help accredited investors learn how to earn consistent passive income from private placements. Previously, he was a Fund & Portfolio Manager at Techstars, making over 300 follow-on investments for the Techstars Ventures ‘17 and ‘21 Funds, he founded Walkthrough, which was acquired by PlanOmatic in 2019, he founded Online Ad Labs which was acquired by PosterBrain in 2016, and he has owned a growing portfolio of real estate properties across the United States since 2013.
// About The Show:
========================
Welcome to Grow Your Cashflow Podcast where we help accredited investors learn how to earn consistent monthly passive income from private placements.
If you're uncertain about where to invest for dependable returns, have limited access to exclusive opportunities like private placements, or are looking for expert insights and guidance on generating consistent income across various asset classes, then this show is tailored just for you.
By listening to this show, you'll achieve your passive income goals faster by learning:
🚀 Proven strategies to secure monthly passive income.
💡 Expert insights from successful fund managers and investors.
🌐 How to access exclusive opportunities in private placements.
📈 Techniques to diversify across multiple asset classes for a robust portfolio.
💰 The well-guarded secrets of wealth accumulation used by the world's elite.
Try listening to our most popular episodes on your favorite podcasting platform or on youtube. We look forward to you joining our community of investors. You’ll be one step closer to growing your cashflow!
// Links Related To This Episode:
========================
- Learn how to earn monthly passive income from private placements at: https://hubs.ly/Q023z8mg0
- Get passive income opportunities delivered to your inbox every week by joining our subscriber list at: https://hubs.ly/Q023z93L0
- Follow Pascal Wagner on your favorite social media channel: https://www.investwithpascal.com
- Watch the show on YouTube: https://www.youtube.com/channel/UCRidNcuN5ZH71Ztm5r514nQ
- Subscribe to the Grow Your Cashflow Podcast on your favorite platform: https://growyourcashflow.transistor.fm/
- Reach out to Dave Zook on Linkedin: https://www.linkedin.com/in/dave-zook-63765a15
//Timestamps and Highlights:
00:00 - Intro
01:14 - The podcast's aim to help accredited investors grow their cashflow.
01:32 - Introduction of Dave Zook
01:58 - Overview of Dave Zook's strategy and focus in real estate investments.
02:25 - Dave Zook's involvement in multifamily and community development in real estate.
03:45 - Pascal's personal experience and connection with Dave Zook.
05:05 - Dave's background and journey into real estate.
05:06 - Dave gives a brief overview of his early experiences and family background.
06:00 - Dave talks about his shift from avoiding real estate to embracing it for tax efficiency.
06:30 Dave explains his shift towards investing in multifamily apartments and tax efficiency.
07:32 - Dave describes the focus of his fund management company and the variety of asset classes.
10:08 - Pascal asks about the problems investors face before approaching Dave.
11:30 - Dave emphasizes understanding each investor's unique situation and needs.
12:00 - Dave shares an example of using depreciation to counter tax liabilities.
12:16 - Pascal asks about the problems people face before working with Dave Zook.
12:30 - Dave talks about the conventional routes people try before seeking alternatives.
13:00 - Investors looking to diversify from traditional assets and business owners seeking passive income.
13:45 - Dave discusses business owners transitioning from active to passive income.
14:15 - Pascal discusses the limitations of stock market investing for passive income.
15:07 - Dave shares a quote emphasizing unconventional approaches to success and wealth.
16:31 - Pascal transitions the conversation to the benefits of working with syndicators
17:45 - Dave emphasizes the importance of the deal structure for investors.
20:06 - Dave discusses concerns about fund managers using fees to sustain operations.
21:18 - Pascal highlights the benefit of gaining access to deals that require high minimum investments.
22:15 - Pascal discusses the benefits of accessing institutional-style deals and the importance of track record in syndicated investments.
23:08 - Dave emphasizes the advantage of teaming up with institutional operators for better deals and more scalability.
24:39 - Dave talks about structuring deals to ensure that the sponsor makes money after the investors make money, promoting a win-win approach.
26:04 - Dave stresses the importance of investing in oneself and shares various ways to gather information and educate oneself in real estate investing.
29:30 - Dave emphasizes the importance of trustworthiness and reputation when considering syndicators
30:45 - The value of learning from others' experiences and opinions within investment communities
31:15...
Do you see a lot of deals, but you’re not sure which one is right for you?
You either jump on deals too early or you have the case of analysis paralysis.
I used to have this myself. I felt overwhelmed with what to invest in, I didn’t know what questions to ask each fund manager, and I didn’t feel like I had control over my financial future.
That all changed when I created a personal investment thesis.
In this episode of the Grow Your Cashflow Podcast, I interviewed Devin Elder @ DJE Texas Management Group to talk about the the art of crafting a personal investment thesis that you’ll actually use. In this episode we cover:
// About The Guests:
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Devin Elder is the Founder & CEO of DJE Texas Management Group, a vertically integrated multifamily investment firm based in San Antonio, Texas. Since 2012, the firm has completed hundreds of successful investment projects including many full cycle multifamily investments. Devin is a Principal in over 2,000 doors of multifamily. Devin is a Pilot, Podcast host and owner of a Real Estate consulting firm, a brokerage, and the DJE Foundation, a 501(c)(3) non-profit supporting disadvantaged children in Texas and the Philippines.
Pascal Wagner is the founder of Grow Your Cashflow which was formed to help accredited investors learn how to earn consistent passive income from private placements. Previously, he was a Fund & Portfolio Manager at Techstars, making over 300 follow-on investments for the Techstars Ventures ‘17 and ‘21 Funds, he founded Walkthrough, which was acquired by PlanOmatic in 2019, he founded Online Ad Labs which was acquired by PosterBrain in 2016, and he has owned a growing portfolio of real estate properties across the United States since 2013.
// About The Show:
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Welcome to Grow Your Cashflow Podcast where we help accredited investors learn how to earn consistent monthly passive income from private placements.
If you're uncertain about where to invest for dependable returns, have limited access to exclusive opportunities like private placements, or are looking for expert insights and guidance on generating consistent income across various asset classes, then this show is tailored just for you.
By listening to this show, you'll achieve your passive income goals faster by learning:
🚀 Proven strategies to secure monthly passive income.
💡 Expert insights from successful fund managers and investors.
🌐 How to access exclusive opportunities in private placements.
📈 Techniques to diversify across multiple asset classes for a robust portfolio.
💰 The well-guarded secrets of wealth accumulation used by the world's elite.
Try listening to our most popular episodes on your favorite podcasting platform or on youtube. We look forward to you joining our community of investors. You’ll be one step closer to growing your cashflow!
// Links Related To This Episode:
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- Learn how to earn monthly passive income from private placements at: https://hubs.ly/Q023z8mg0
- Get passive income opportunities delivered to your inbox every week by joining our subscriber list at: https://hubs.ly/Q023z93L0
- Follow Pascal Wagner on your favorite social media channel: http://investwithpascal.com
- Watch the show on YouTube: https://youtu.be/e_k6UKtAxeM
- Subscribe to the Grow Your Cashflow Podcast on your favorite platform: https://growyourcashflow.transistor.fm/
- Reach out to Devin Elder on Linkedin: https://linkedin.com/in/devinelder
- Learn more about DJE Texas Management Group: https://djetexas.com/
// Key Time Stamps & Topics
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00:00 - Intro
01:41- Devin Elder's Background and role
03:00 - Key Topics for this episode
03:56 - Devin's transition from corporate to entrepreneurial life.
04:46 - Advantages of being an entrepreneur, including tax benefits and leverage
05:27 - Devin's journey from corporate to real estate investing, starting with single-family homes.
07:00 - Explanation of the BRRRR (Buy, Renovate, Rent, Refinance, Repeat) method for real estate investment.
08:00 - Transition from single-family homes to multifamily real estate investing.
09:00 - Introduction of investors and equity sharing in multifamily investments.
10:00 - Overview of Devin's current real estate projects and commitment to ensuring that everyone involved wins
10:55 - Core values centered around ensuring everyone involved wins
11:15 - The satisfaction of being an entrepreneur
13:11 - Devin distinguishes between his personal investment strategy and managing investor capital. The importance of track record in investor capital.
14:18 - Devin describes his aggressive investment approach, pushing funds back into deals, discusses his early strategy in single-family and later shift to multifamily
16:53 - Devin Elder explains how multifamily valuation is based on net operating income and cap rates
19:03 - The need for diversification to avoid dependency on multifamily deals
23:09 - The benefits of diversifying into land investments, offering short-term debt options to investors, the benefits of diversifying into land investments, offering short-term debt options to investors.
24:25 - The rationale for being in multiple asset classes and the value it brings to investors
26:00 - The need for LP investors to consider their investment thesis and focusing on defining investment outcomes and suggests starting with education.
27:30 - Devin's advice for LP investors to take their time, seek education, and consider joining investment discussion groups
28:35 - When did Devin developed his investment thesis and the importance of educating oneself before diving into investments.
29:30 - Devin encourages investors to talk to others and form discussion groups for sharing ideas.
30:00 - Devin recommends not rushing into investments and taking time to understand terms and structures.
30:32 - Devin suggests looking at online platforms like Crowdstreet for educational resources.
31:04 - Devin underscores the significance of repeatable, proven business models in investments.
31:15 - Devin distinguishes between a risk-adjusted return and a high-risk, high-reward approach.
32:00 - Devin advises potential investors not to hurry and assures them that opportunities will always be available.
32:15 - Devin recalls his experience with venture capital investments and the associated high-risk profile.
33:27 - The importance of thinking critically when evaluating investments.
34:45 - The erosion of currency and the need to understand and play financial ...
Are you aware of the types of risk involved in fund management?
In this podcast episode of The Legacy Wealth Podcast, I interviewed w/ Brannon Fisher, Client Advisor @ Simon Quick Advisors, LLC. He is responsible for new business development and works closely with Simon Quick Advisors' New Jersey-based Client Advisory team to provide services to our valued clients. In this episode we cover:
// About The Guests:
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Brannon joined Simon Quick, a financial advisory firm, in 2019 and established the firm’s office in Denver. He focuses on business development and advising clients. Prior to joining Simon Quick, he was director of client relations and a registered investment advisor representative for another Denver-based asset management firm. Among many accolades, Brannon is a Certified Financial Planner. He holds degrees from Colgate University, CU-Boulder, and Dominican University of California. He is President of the Rocky Mountain Estate Planning Council; he serves on the Finance Committee for the Ball Brothers Foundation;, and much more.
Pascal Wagner is the founder of Grow Your Cashflow which was formed to help accredited investors learn how to earn consistent passive income from private investments. Previously, he was the Fund & Portfolio Manager at Techstars, making over 300 follow-on investment decisions primarily for the Techstars Ventures ‘17 and ‘21 Funds, he founded Walkthrough, which was acquired by PlanOmatic in 2019, he founded Online Ad Labs which was acquired by PosterBrain in 2016, and he has owned a growing portfolio of real estate properties across the United States since 2013.
// About The Show:
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Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the world utilize to grow their net worth. We do this by providing insight & access to successful fund managers & investors across multiple asset classes.
// Links Related To This Episode:
========================
- Learn how to earn passive income from private investments: www.growyourcashflow.io
- Get access to our deal database of all 506(c) cashflow opportunities we come across at: www.growyourcashflow.io/investor-club
- Follow Pascal Wagner on Social: www.investwithpascal.com
- Follow The Legacy Wealth Podcast on your favorite platform: https://legacywealthpodcast.transistor.fm/
- Watch the show on YouTube:
- Reach out to Brannon Fisher on Linkedin: https://www.linkedin.com/in/brannon-fisher-cfp%C2%AE-b45a2b2/
- Learn more about Simon Quick Advisors, LLC: https://simonquickadvisors.com/
// Key Time Stamps & Topics
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00:00 - Intro
01:11 - Brannon's Background and role at Simon Quick Advisors, LLC
03:10 - Brannon mentions the types of clients who seek their services
04:15 - How Simon Quick makes money
05:00 - The problems clients aim to solve when approaching them
05:30 - Brannon discusses clients with generational wealth.
06:00 - Why someone would choose financial advising over fund management
07:00 - The role of financial planning in their advisory services
08:15 - The importance of financial planning for strategic investments
09:00 - The typically dry but essential aspects of financial planning
10:15 - The role of financial advisors in tax efficiency and estate planning
12:27 - The idea of helping clients align with their original investment goals
13:45 - Helping clients develop investment theses and discusses their internal research capability
16:30 - The importance of a wealth management team for high-net-worth individuals
17:45 - The personalized and non-commoditized nature of multifamily office services
19:15 - The threshold need to find their own advisors
19:45 - Advisors for the mass affluent sector can refer clients to trusted complementary advisors
20:30 - Brannon recommends having a team of advisors who collaborate and align on the client's goals
22:39 - Pascal asks about the criteria for fund selection
23:02 - The due diligence process and criteria, including management team evaluation
23:30 - The goal of analyzing various types of risk in fund managers
24:45 - The importance of trust in the fund manager's ability to preserve wealth
26:07 - Risk tolerance and client preferences
27:30 - The maturation cycle of funds and the types of investors at different stages
28:00 - The shift from friends and family investors to high-net-worth individuals
29:00 - The preference for more institutional managers
29:35 - Brannon explains his presence at the DLP event and his interest in DLP as a potential investment
30:30 - Brannon discusses what he observes in terms of manager partnerships during events
31:30 - The maturation cycle and the type of trust required when LPs are friends and family
32:45 - Brannon expresses a preference for more institutional managers but notes that small funds can also be attractive
33:15 - The importance of finding a sweet spot in terms of fund size
33:35 - Pascal asks about Brannon's career and the number of approved funds
33:51 - The concept of wallet share and clients' varying levels of investment
34:07 - Scenarios where clients provide different portions of their wealth for management
34:45 - Brannon emphasizes that clients often invest outside of Simon Quick
35:31 - The use of asset allocation targets and ranges
36:00 - Brannon discusses the approach to macroeconomic and market conditions
37:45 - The selection of managers who create mutual funds
39:08 - The spectrum of client involvement in decision-making
40:23 - The potential variation in mindset for clients with substantial wealth
41:27 - Conversations with clients often cover topics beyond investments
42:21 - The different approaches of clients based on their financial situations
43:34 - Potential variations in client mindsets based on their wealth and goals
45:30 - Brannon advises categorizing alternative investments as diversifiers and return generators.
48:15 - Brannon recommends focusing on diversification for business owners with concentrated private equity exposure.
51:30 - Brannon explains that some alternative investments can be easier to understand than public markets
52:30 - The role of regulations in making alternative investments less accessible to the masses.
53:45 - The emergence of evergreen fund structures and their impact on lowering minimum investments
56:00 - Brannon discusses how firms can negotiate lower fees and minimums by aggregating client capital.
57:19 - Outro
New to the idea of investing in mobile home parks for monthly passive income?
In this podcast episode of The Legacy Wealth Podcast, I interviewed Brad Rymer CFO @ Haven Capital Ventures. He has been in the mobile home park industry for decades and in this episode he helped us understand why there’s such a hot trend in buying mobile home parks over the last few years. We cover that In addition to the consistency and reliability of cash flows in mobile home communities, the financial advantages of mobile home communities, and understanding the differences between mobile home parks and traditional multifamily properties.
// About The Guests:
========================
Brad Rymer is the Co-Manager, CIO, CFO at Haven Capital Ventures, a Manufactured Housing Community Investment Firm headquartered in Bonita Springs, FL. Their strategy is to purchase core Manufactured housing communities that they can move slightly upscale, with deficient market rents, upgrade the conditions, and benefit from appreciation and value-add strategies that only come via the focus they have gained over time. Their strategy is purchase cashflow producing mobile home park communities, from mom & pop operators across the United States focusing on improving cashflow & increasing value. Since founding in November 2022, Haven Capital Ventures, has raised more than $2,200,000 with their 2nd fund currently fundraising.
Pascal Wagner is the founder of the Grow Your Cashflow Network which was formed to help accredited investors learn how to earn consistent passive income from private investments.
Previously, he was the Fund & Portfolio Manager at Techstars, making over 300 follow-on investment decisions primarily for the Techstars Ventures ‘17 and ‘21 Funds, he founded Walkthrough, which was acquired by PlanOmatic in 2019, he founded Online Ad Labs which was acquired by PosterBrain in 2016, and he has owned a growing portfolio of real estate properties across the United States since 2013.
// About The Show:
========================
Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the world utilize to grow their net worth. We do this by providing insight & access to successful fund managers & investors across multiple asset classes.
// Links Related To This Episode:
========================
- Learn how to earn passive income from private investments: www.growyourcashflow.io
- Get access to our deal database of all 506(c) cashflow opportunities we come across at: www.growyourcashflow.io/investor-club
- Follow Pascal Wagner on Social: www.investwithpascal.com
- Follow The Legacy Wealth Podcast on your favorite platform: https://legacywealthpodcast.transistor.fm/
- Watch the show on YouTube: https://youtu.be/WKW6O7wASP8
- Reach out to Kris Benson on Linkedin: https://www.linkedin.com/in/bradprymer/
- Learn more about Haven Capital Ventures: www.havencapitalventures.com
// Key Time Stamps & Topics
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00:00 - Intro:
01:15 - Brad's Background
02:00 - Exploring the acquisition criteria and strategy of Haven Capital Ventures
02:45 - Describing the transition from trailer parks to mobile home communities
03:15 - Identifying undervalued and mismanaged communities for investment
03:45 - Strategies to boost and modernize mobile home communities
04:15 - Spotting opportunities for improving expense ratios and taxation
06:00 - Characteristics of mobile home communities in different regions
07:15 - The separation of lot rent and home rent for tenants
08:00 - The desire for tenants to own their homes
10:00 - Simplifying the financial advantages of mobile home communities
10:59 - The concept of mobile home communities as 2-dimensional apartment buildings
12:30 - The idea of modernizing the RV market.
13:00 - The challenges of placing small homes on mobile home lots
15:00 - Brad talks about his extensive background in commercial real estate
16:15 - The consistency and reliability of cash flows in mobile home communities
17:30 - Brad discusses the recapitalization process and its purpose
20:00 - Brad talks about reaching a point of exhaustion and the decision to start Cloverleaf.
23:00 - Brad discusses the concept of a "buy box" for investments
24:00 - Brad explains the previous acquisition criteria of buying properties at a 7 cap and increasing their net income by year two.
25:45 - The importance of considering competition in the market
26:12 - The specifics of Brad's approach
27:00 - The first step is to assess what competitors are doing in the market
27:45 - The importance of paving roads and providing amenities to improve the community
28:30 - Brad highlights the significance of maintaining tenants and creating value for the community
29:00 - Assessing what keeps the property's rents below competitors
30:00 - The strategy of raising rents gradually and passing through utility charges
30:47 - The goal is to bring in new tenants and increase occupancy
31:05 - The opportunity for tenants to own brand new homes and buy their used homes
31:30 - The potential to bring in new tenants and increase occupancy further
32:45 - Brad shares how he got into the mobile home park asset class
35:30 - The resilience and consistency of mobile home park investments
38:45 - Brad warns against assuming that operating mobile home parks is the same as other multifamily properties
39:30 - The importance of understanding the differences between mobile home parks and traditional multifamily properties.
41:30 - The risk of underestimating the unique operational challenges of mobile home parks
42:30 - The danger of significantly increasing rents without understanding the market
44:12 - Brad discusses the risks associated with investing too quickly
45:30 - The importance of having expertise when investing in different markets
46:30 - The strategy of identifying mom-and-pop operators and acquiring additional communities around them.
48:00 - Brad talks about the need to be proactive in identifying potential acquisitions
48:52 - Outro
If you’re looking to deploy money to generate cashflow and you’re not 100% sure who you want to trust your money with, I highly recommend listening to this episode.
In this episode of The Legacy Wealth Podcast (soon to be rebranded to the Grow Your Cashflow Podcast), I interviewed Lance Pederson who grew a fund administration company to over $3.2B in assets under administration that helped various fund operators run their fund properly.
He has this unique point of view where he’s been able to see what great operators look like across the industry because he’s helped 100s of investment firms set up their funds.
In this episode, he covers:
// About The Guests:
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Lance is the co-founder of Resonance Industrial Fund which was formed to invest in Class B industrial properties throughout the US Heartland. Their objective is to provide high net worth individuals and small family offices with monthly double-digit cash flow, growth and the benefits of depreciation. He began investing in private investments in 2022 and had invested over $2M in over 8 deals as an LP.
Pascal Wagner is the founder of the Grow Your Cashflow Network which was formed to help accredited investors learn how to earn consistent passive income from private investments. Previously, he was the Fund & Portfolio Manager at Techstars, making over 300 follow-on investment decisions primarily for the Techstars Ventures ‘17 and ‘21 Funds, he founded Walkthrough, which was acquired by PlanOmatic in 2019, he founded Online Ad Labs which was acquired by PosterBrain in 2016, and he has owned a growing portfolio of real estate properties across the United States since 2013.
// About The Show:
========================
Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the world utilize to grow their net worth. We do this by providing insight & access to successful fund managers & investors across multiple asset classes.
// Links Related To This Episode:
========================
- Learn how to earn passive income from private investments: www.growyourcashflow.io
- Get access to our deal database of all 506(c) cashflow opportunities we come across at: https://growyourcashflow.io/investor-club
- Follow Pascal Wagner on Social: www.investwithpascal.com
- Follow The Legacy Wealth Podcast on your favorite platform: https://legacywealthpodcast.transistor.fm/
- Watch the show on YouTube: https://youtu.be/MCuHzzFCYaE
- Reach out to Lance Pederson on Linkedin: https://www.linkedin.com/in/lancepederson/
- Learn more about Resonance Capital Group: https://www.linkedin.com/company/resonance-capital-group/
// Key Time Stamps & Topics
========================
Time Stamps:
00:00 - Intro
00:58 - Background of Lance Pederson and his involvement in private investments.
02:15 - Explanation of the Heartland term and its significance.
02:30 - Importance of the Heartland's transportation and infrastructure.
03:15 - Lance's background and expertise in advisory and alternative investments.
03:27 - Consulting LPs and advising on capital structures in the alternative investment space.
04:13 - Launching a fund administration firm to oversee investments
05:00 - Importance of fair and equitable fund administration and oversight.
06:00 - Learning complicated concepts quickly to provide effective advice.
06:45 - Identifying trends in investment preferences, such as multifamily assets.
07:15 - Identifying potential partners moving from single asset syndications to blind pool funds.
07:45 - Emphasizing value-add multifamily deals for stability and operator impact.
08:45 - Addressing volatility concerns by focusing on less risky market
09:15 - Assessing fund dilution dynamics and protecting LP interests.
12:15 - Waiting for fund operations to be up and running before investing.
12:52 - Lance talks about the mechanism of multiple closes in fund structures.
13:15 - The difference in asset dynamics between ATM funds and real estate funds.
14:00 - Lance explains subsequent commitment charges and their purpose.
15:00 - Fluctuating asset values as an anti-dilution mechanism.
15:45 - Exploring dilution mechanisms tied to capital invested and share classes.
16:15 - Lance emphasizes the importance of operators defending their fund terms.
17:00 - Evaluating sponsors based on transparency and information sharing.
18:00 - Lance emphasizes the ability to provide information that supports claims.
19:00 - The importance of sponsors being transparent with their investors.
20:00 - Evaluating sponsors' willingness to provide requested information.
20:30 - Identifying sponsors who demonstrate understanding and transparency.
21:30 - Operators' struggles with complexity and fund management responsibilities.
22:15 - The market's upward trend can make anyone appear successful.
23:51 - Challenges faced by operators transitioning to the fund model.
25:15 - Balancing deep value-add deals with cash flow-oriented investments.
26:30 - Selecting different types of properties to meet fund strategy.
27:00 - Differentiating between evaluating one deal and managing a fund portfolio.
28:00 - Transitioning from individual deals to fund management complexity.
29:01 - Evaluating potential fund investments based on deal volume.
30:00 - Consideration of the diversity and quantity of suitable deals.
31:30 - Ensuring the operator's deal selection aligns with the fund's objectives.
34:36 - Asking about issues encountered in the fund administration world and the transition to the operator side of industrial real estate.
35:00 - Lance's transition from being an advisor to an operator in industrial real estate.
36:00 - Defining the ideal buy box for Heartland Industrial Partners
38:00 - Explaining the attributes of class A industrial properties.
39:00 - Discussing class B industrial properties in terms of age and technology.
40:00 - Describing the attributes of class C industrial properties, including ceiling height and loading doors.
42:00 - Discussion about amenities like cold storage and climate-controlled spaces.
43:30 - Discussion on roofs in need of repair or in good condition.
45:00 - Importance of being close to interstate highways and target markets.
46:00 - Broker relationships and their significance in the industry.
46:30 - Lance discusses the quality of tenants and their impact on building value.
47:00 - Forced appreciation strategy by signing leases before closing deals.
47:45 - The process after receiving property details from the broker
48:15 - The role of the broker in bringing deals to the table.
49:30 - The power of broker relationships and their influence in the market.
50:08 - Outro
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