This week’s episode with Dr. Jonny Walker tackles many aspects of passive investing that every doctor or medical professional should know and what education could do for a successful investment journey!

Join us for another valuable conversation as Dr. Jonny explains how he’s empowering people to see the power of real estate, the advantages of going to the passive side of investing, ways to minimize risks as an investor, and more relevant topics!

Key Points & Relevant Topics

• How Dr. Jonny discovered real estate investing and transitioned from single-family to commercial space
• The importance of having the right passive investing strategy to enjoy the benefits of real estate
• The value of mentorship and education in minimizing mistakes in real estate investing
• Things doctors should realize about the passive and active side of investing in real estate
• The most important thing to know in any form of passive investment
• Ways to evaluate deal sponsors and assess their capability in solving challenges
• Diversifying portfolio into different investment vehicles

Resources & Links

• Creating Wealth: Retire in Ten Years Using Allen's Seven Principles of Wealth by Robert G. Allen
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Dr. Jonny Withanachchi

Dr Janatha Withanachchi, a veteran endodontist in the NJ/NY area, immediately began investing in single-family houses (SFH) soon after graduating. After several investment Single Family Homes, he realized that this was not the best way to create meaningful cash flows; nor to accumulate wealth. This led him to commercial real estate which he soon found was a better way at building significant cash flows as well as much larger deals.  

Walk of Wealth and their equity partners have invested in over $381 million dollars of real estate in growing markets with high demand for ever scarce ‘workforce’ housing.

Get in Touch with Dr. Jonny

• Website: https://walkofwealth.com/ 
• Youtube: Walk of Wealth
• Facebook Group: Financial Freedom for Dentists 💥 Passive Investment in Real Estate
• Passive Investor Club: https://walkofwealth.com/join/ 

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

In this episode with Chris Collins, he’ll walk us through his journey from working in the show business and film industry to investing in real estate!

From single-family to multifamily syndications, he shares how he made himself and his mentality different from the industry he came from, the power of reading books about investing, passive investing, and more!

Key Points & Relevant Topics

• Chris’ background in Hollywood, in the creative world, and how he took advantage of the financial side of this business
• The benefits of reading Robert Kiyosaki's books
• Chris on starting to invest in single-family, managing properties out of state, and shifting into multifamily syndications
• Why Chris decided to continue working his W2 job while investing in real estate
• The advantages of being active as a passive investor in syndications
• The importance of knowing your investors’ philosophy and goals
• A unique question you can ask a deal operator before investing with them

Resources & Links

• Robert Kiyosaki books
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Chris Collins

Chris Collins is not your typical apartment investor. Throughout his career in Hollywood, he has seen money come and go, slipping through the hands of even his highest paid friends. Wealth just doesn’t seem to stick in this fast moving industry. 

Always an entrepreneur at heart, Chris set out to be the Hollywood outlier, to write his own financial story. He ventured into investment real estate, beginning with single family homes, then transitioning to large multifamily apartments, where he chose to focus. At present, he has actively and passively invested in over 2,500 apartment units spanning across 6 states, with deals totaling more than $300 million, earning him the nickname ‘The Creative Investor.’ 

Now recognized as an expert in the multifamily business, Chris enjoys sharing his knowledge and experiences with both novice and seasoned investors alike. His speaking engagements offer a refreshing perspective on real estate investing, offering practical wisdom that he has acquired through years of hands-on experience. 

Get in Touch with Chris

• Website: https://amitycashflow.com/ 
• LinkedIn: Chris Collins
• Facebook: Chris Collins

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Delve into this episode with our guest this week, Jesse Trujillo, sharing his remarkable journey as a thriving investor and his subsequent rise to success!

This inspirational conversation with Jesse emphasizes the significance of perseverance and strategic growth, his determination to succeed after his biggest downfall, and teaching kids about real estate investing. Listen as we’ve unpacked more from this episode!

Key Points & Relevant Topics

• Jesse on leaving medical school to pursue his journey in real estate investing
• How Jesse started to invest before the market crash and what kept him going after losing from the 2008 recession
• What it’s like looking for a property to flip and closing a deal after the market crash
• The power of perseverance and determination in real estate
• Jesse’s story of facing lawsuit, wrongful imprisonment, and rebuilding his life
• The value of giving trust to people and taking accountable for mistakes
• Building and scaling a portfolio in a short period
• The advantage of exposing children to how real estate investing works

Resources & Links
Apartment Syndication Due Diligence Checklist for Passive Investor

About Jesse Trujillo

Jesse is an accomplished investor, motivational speaker, and the CEO of AJX Companies. He’s the driving force behind an 8-figure real estate empire that has flipped over 1,000 properties with a total market value exceeding $500 million and has built a rental portfolio of over 1,100 doors, valued over $100 million in assets under management. 

But Jesse's story is more than just numbers; it's a testament to resilience and determination. From facing bankruptcy and wrongful imprisonment to achieving financial success within just five years, Jesse’s journey is a powerful example of how perseverance can turn adversity into triumph. 

Jesse’s commitment to investing goes beyond his own achievements. He has been intentional about passing on his knowledge to the next generation, starting with his own kids. He began teaching them the flipping business at a young age and, by their early teens, focused on helping them invest in apartment complexes and build wealth. From attending real estate masterminds to hands-on property training, his dedication to their growth and entrepreneurial spirit caught the attention of Warner Bros, leading to the upcoming series, Kids Who Flip. 

Get in Touch with Jesse
Website: https://www.investwithjesse.com/ / https://www.ajxcap.com/ 

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

In this week’s episode with Sharon Riddle, we’ll explain why mentorship is such a powerful tool for building a strong foundation in real estate investing!

Sharon talks about how mentorship made her and her husband realize the possibilities of investing in properties, their transition into focusing on the Texas multifamily market, and their continuous journey to become effective general partners!

Key Points & Relevant Topics

• How Sharon started her real estate journey through her husband Dan
• The power of utilizing other people’s money to invest in real estate
• Why Sharon and her husband decided to shift into multifamily investing and how they begin their transition
• The importance of mentorship in every aspect of real estate investing
• Challenges of being a limited partner in multifamily in today’s market
• How asset management and operations are impacting the Texas market
• What operators can do to combat challenges and minimize the risks of running multifamily investments
• The massive benefits of real estate investing and networking for Sharon

Resources & Links
Apartment Syndication Due Diligence Checklist for Passive Investor

About Sharon Riddle

Over her career, Sharon Riddle has worked in companies, nonprofit organizations, and government agencies. She has provided business solutions in the areas of software upgrades and business process analyses and has conducted best business practice research for over 30 years. Sharon began investing in single-family real estate in 2005 with her husband and business partner, Dan. She took a leadership role in managing all facets of the business, including property analysis, acquisition, rehab, property management, and resale of properties. 

Sharon, with her business partner Dan, started the transition to multifamily real estate in 2015 through initial education and investing passively in 18 properties in Texas, Oklahoma, Colorado, Florida, and Ohio, totaling 3,507 units to date. She joined the Women’s Multifamily Mastermind in 2019, has been a personal mentoring student of Brad Sumrok since 2015, and co-founded Excalibre Investments of Texas LLC with Dan.  

Get in Touch with Sharon

• Website: https://excalibretexas.com/ 
• LinkedIn: Sharon (Birdsong) Riddle
• Email: [email protected] 

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

We’re excited to welcome the “Mad Scientist of Multifamily” Neal Bawa back on the show for the 2024 market updates, particularly on the multifamily space! Listen in to Neal’s data-based approach in this episode!

Key Points & Relevant Topics

• The current state of the economy and multifamily market
• How the current trends affect the major real estate markets
• Neal’s perspectives and data points on distressed markets and distressed properties
• Does the distress in the market affect the multifamily space?
• How people can continue to thrive and find opportunities in real estate despite the challenges in the market
• The impact of immigration on rent and housing supply in the US
• Why it’s a good idea to buy land in today’s market
• Neal’s insight on the investors’ sentiments about the real estate market
• The future of real estate 

Resources & Links

• To get the latest updates on Neal’s webinars, visit https://multifamilyu.com/ to learn how to join.
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Neal Bawa

Neal Bawa is CEO / Founder at UGro and Grocapitus, two commercial real estate investment companies. Neal’s companies use cutting edge real estate analytics technology to source and acquire OR build large Commercial properties across the U.S., for over 900 investors. Current portfolio over 4,800 units, with an AUM value (upon completion) of over $1 Billion.  

Neal shares his team’s unique and cutting-edge real estate data methodologies to connect with geeky and nerdy (or just data driven) investors who share his vision - That Data beats gut feel by a million miles. Over 10,000 real estate investors have taken his free Real Estate Data Analytics course on udemy.com and the course has over 1,000 five-star reviews.  

Neal speaks at dozens of real estate conferences across the country and virtually, on the Internet. Over 5,000 investors attend his multifamily webinar series each year and hundreds have attended his Magic of Multifamily boot camps. His facebook and meetup groups have tens of thousands of investors.  

Neal believes that we are at a turning point, where traditional commercial real estate will combine with Proptech and Fintech technology disruptors, and will truly reach its potential as a tradable, highly liquid asset class that will rival and eventually beat the stock market in its size and scope. 

Get in Touch with Neal
Website: https://grocapitus.com/ / https://ugronow.com/ 

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Whether you’re an athlete or a professional in any field looking for ways to grow your hard-earned money faster, tune in to this episode with Igor Shaltanov!

Igor shares his story of continuing his investing journey from Russia to the US, the critical role of understanding the financial side of entrepreneurship, winning strategies to scale multifamily investments, and more about passive investing!

Key Points & Relevant Topics

• Igor’s life as an athlete and his investing career in Russia
• The importance of learning the financial aspects of a business 
• Igor’s thought process before starting his investing journey in the United States
• What it takes to scale a multifamily business
• Things to consider in opening a private credit fund for multifamily projects
• The advantage of being a passive investor and getting involved in syndications
• Having the perseverance and ability to deal with issues in real estate investing

Resources & Links

• Cashflow Quadrant by Robert T. Kiyosaki
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Igor Shaltanov

A former pro athlete, Igor transitioned from Southern Californian entrepreneurship to multifamily investing. He started by acquiring single units of real estate and self-managing these properties. However, managing all of the units on his own became increasingly burdensome and labor-intensive. 

Recognizing that this approach was not scalable, he pivoted towards larger apartment buildings with over 100 units. This shift opened up opportunities for retail investors, ultimately leading to the launch of the Avista Fund which he cofounded with Nikita. 

Get in Touch with Igor

• Website: https://avistafund.com/ / https://winrealestategame.com/ 
• Email: [email protected]

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Have you ever considered looking for another avenue to create a more stabilized business in real estate? Then, join us for this week’s episode with John Cascarano and his journey to building his expertise in RV parks!

John tells us how he achieved massive growth in RV parks and campgrounds, his ways to identify possible opportunities in this asset class, the significance of building a team and systemizing operations, and more. Keep tuning in for more valuable investing strategies!

Key Points & Relevant Topics

• John’s background in commercial real estate law before he transitioned into RV park investing
• The reason why it’s difficult to build new mobile home parks
• How John started investing in RV parks and the most challenging part of acquiring his first deal
• The RV park’s potential income and scalability
• Why it’s important to consider location when investing in RV parks
• How to evaluate opportunities and do due diligence in RV parks
• The capital raising side of buying multiple RV parks
• Maintaining business growth in times of multiple projects
• John’s insights into the RV market and his future goals in real estate

Resources & Links
Apartment Syndication Due Diligence Checklist for Passive Investor

About John Cascarano

John is the founder of Blue Metric Group, a private equity firm specializing in the acquisition and operation of RV parks and campgrounds. He is an experienced attorney, brand founder & entrepreneur. John has founded or co-founded multiple companies and served in various roles from CEO to Counsel. He formerly practiced law at an AmLaw 100 firm as a commercial real estate lawyer. John earned his BA degree in English from Duke University in 2001 and his JD from the University of Michigan Law School in 2004. John is a member of the State Bars of Tennessee and Georgia. John is also active in Entrepreneurs' Organization in the Nashville chapter.

Get in Touch with John

• Website: https://www.bluemetricgroup.com/ 
• Email: [email protected] 

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Join us in this episode as we explore Ashley Wilson's journey from house flipping to multifamily investing! 

Listen in as she delves into the critical role of knowing the construction space and its impact on the success of a multifamily business, the power of networking and connecting with people, and building generational wealth through multifamily investments.

Key Points & Relevant Topics

• Ashley’s transition from corporate America into real estate investing
• Why Ashley decided to shift her investment strategy from flipping and house hacking to multifamily investing
• Benefits of having a background in construction
• House flipping vs. multifamily investing
• The importance of creating partnerships and building networks in commercial real estate
• Steps to efficiently handle and deal with construction projects
• How to communicate with insurance providers effectively
• Managing contingency plans, budget allocation, and reserves

Resources & Links
Apartment Syndication Due Diligence Checklist for Passive Investor

About Ashley Wilson

Ashley Wilson, is the Co-Founder of Conference Connect, Founder and CEO of Bar Down Investments, LLC, Co-Founder of Apartment Addicts & Co-Founder of HouseItLook, LLC, Best Selling Author of The Only Woman in the Room, Knowledge and Inspiration from 20 Women Real Estate Investors, a regular contributor to RENT magazine and has hosted several BiggerPockets multifamily series.  

She started investing in real estate in 2009 and has been involved in over $165 million in transactions and managed over $13 million in construction, within both single and multifamily, across over 1,500 units. In addition to operating her own investments, Ashley provides consulting and mentorship to other operators and investors.  

Ashley graduated on the Dean's List from Colgate University and then received a Masters in Leadership Development from Penn State University, where she was inducted into the Beta Gamma Sigma Honor Society. Ashley is a certified Six Sigma Lean Professional (SSLP) and a certified NAA Independent Rental Owner Professional (IROP). Today Ashley serves on the Penn State Real Estate Board, the Co-Chair of her alma mater, Colgate University, and a Montgomery School Board of Trustee. Outside of real estate she enjoys spending time with her family and competing her horses in the hunter-jumpers. 

Get in Touch with Ashley

Websites    

• www.BarDownInvestments.com   
• www.ApartmentAddicts.com    
• www.HouseItLook.com  
• www.ConferenceConnect.com 

Social Media

• Instagram: @badashinvestor  
• Facebook: Badashinvestor  
• Youtube: BadAsh Investor  
• Linkedin: Ashley Wilson  

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

In this episode with Sam Morris, we’ll focus on his journey of transitioning from corporate banking to real estate investing, building his credibility and presenting his deals to lenders and investors, and the benefits of investing in the Texas market! Tune in as we unpack more valuable topics from this conversation!

Key Points & Relevant Topics

• Sam’s background in corporate banking and real estate 
• Knowing what lenders and investors want in a deal as an operator
• Why it’s important for deal operators to consistently communicate with lenders
• What made Sam decide to leave the corporate banking industry for real estate investing
• Insights in the Texas housing market and its advantages
• Controlling taxes and insurance in an investment property
• How to thrive and stay competitive in a saturated real estate market
• Self-storage vs. multifamily in today’s market
• The power of continuous learning in real estate investing

Resources & Links
Apartment Syndication Due Diligence Checklist for Passive Investor

About Sam Morris

Sam is the CEO of Sunset Capital. He has over twenty years of experience in various aspects of real estate and has led acquisition and disposition teams on over $550MM in multifamily transactions. Having asset managed for over $650MM in real estate assets he has experience in all aspects of the life cycle of a property. As a former corporate banker for 18 years, he was involved in over $1B of financing in real estate transactions. 

Sam graduated from Northwood University with a BA in Banking & Finance and Business Management. He has been married for over 20 years and has four children. He sits on the board of directors at Texas Traditions Bank and is an active member at various community organizations. 

Get in Touch with Sam
Website: https://www.sunset-capital.com/ 

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Want more essential tips on investing effectively as a limited partner in multifamily syndications? Don’t miss this conversation with Amanda Larson and acquire some value from how she realized the power of passive investing for busy professionals!

Amanda walks us through her journey as a limited partner, the importance of learning how to vet sponsors and operators in syndication, and her perspectives on where the real estate market is heading!

Key Points & Relevant Topics

• Amanda on discovering different possibilities from real estate investing and realizing the power of syndications
• The advantage of investing in multifamily syndication
• How Amanda evaluate sponsors before investing in a deal
• Things to look for when underwriting a deal and investment opportunities
• The importance of continuous learning as a limited partner in syndications
• Challenges of transitioning from limited to general partnership and operating a deal
• Amanda’s insights on the current economy and market condition
• The power of doing research and due diligence for passive investors

Resources & Links

• To download Amanda’s due diligence checklist, go to https://amaxequity.com/checklist/. 
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Amanda Larson

Amanda Larson is the founder of AMA X Equity, a real estate private equity company with a mission to empower busy professionals by helping them build multiple streams of income by investing in apartments.  

With more than 15 years of experience in engineering and construction, Amanda brings a solid foundation in project management, engineering, and an MBA to her real estate investments. With a significant portion of her career spent working abroad for multinational engineering and construction companies, she has honed her skills in leading projects and teams towards a common goal.  

Get in Touch with Amanda

• Website: https://amaxequity.com/
• LinkedIn: Amanda Larson, MBA 

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!