Invest For The Win

Invest For The Win

By FTW InvestmentsBusinessInvesting
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Invest For The Win episodes

  • Opportunities for Community Needs and the 'Shadow Center' Niche with Jordan Breck - Episode 18

    Communities are becoming more aware about what they want and more importantly the needs of their own neighborhood. This is the opportunity that Jordan Breck saw and a strategy that they’ve executed with massive success. A 'shadow center' brings a collection of services and experiences that we don't see in the standard retail space. Today we'll explore MRP's success through their Walmart Shadow Anchored Acquisition Strategy, one that has Jordan cementing himself as an industry titan, spearheading MRP’s portfolio to over $350M that includes 100 Walmarts across 26 states.

    Opportunities may not be one-to-one, but what if they were two to two? Being adaptive presents a way of thinking about how we can reimagine our neighborhood space, and in return improve our core strategies around them. Take it from the man who is responsible for constructing and analyzing those community investments along with developing core strategies. From single $10 properties to super chains, serving the community, and leaving a legacy behind, Jordan shares them all with us today.

    HIGHLIGHTS OF THE EPISODE

    03:34 - Jordan’s pivotal moment

    06:20 - Dollar General epiphany
    10:06 - What are Walmart shadow centers?
    19:01 - Negotiating lessons and strategy
    23:23 - Evolving capital structure
    30:24 - Retail portfolio through COVID
    38:52 - Neighborhood strategy methods
    46:10 - A core piece of community
    51:46 - Scaling up vertical integration
    59:25 - Predictions for the ‘shadow center’ niche
    01:07:18 - Grocery anchor is a sound strategy
    01:09:17 - Jordan’s goals for his legacy
    01:14:54 - Being passionate and adapting


    CONNECTING WITH US:

    Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw

    LinkedIn: https://linkedin.com/company/ftw-investments

    Instagram: https://www.instagram.com/ftwinvestments/

    Facebook: https://www.facebook.com/ftwinvestments/


    CONNECTING WITH THE GUEST

    Website: https://mrpstl.com/

    LinkedIn: https://www.linkedin.com/in/jordan-breck-05205623/
    MRP Capital Group: https://www.linkedin.com/company/midwest-retail-properties/
    Facebook: https://www.facebook.com/midwestretailproperties/

    #forthewin
    #community
    #shadowcenter

    1 hr 19 min
  • Active vs Passive Investing + Evaluating Opportunities with Jake Wiley - Episode 17

    We are excited to have Jake Wiley on today’s show. Jake is an entrepreneur, CPA, former CFO, and real estate investor. He was the founder at Solar Inverted LLC, a Louisiana-based Residential Solar Finance and Installation Company, which was later acquired by Palmetto Group, where Jake led strategic initiatives until late 2018.

    Jake's diverse industry experience in both corporate and startup companies, as well as his layered work experience as an executive, founder, and advisor, allow for his unique, well rounded, and informed perspective on the transition to becoming a Limited Partner.

    Today we're talking about the differences between being an active investor versus a passive investor and a limited partner's role when checking out deals. We also talk about risks when looking at private investment. So, tune in! This is one value filled episode you shouldn't pass up!


    HIGHLIGHTS OF THE EPISODE

    01:11 – Guest Intro and Episode Overview: Jake Wiley

    02:46 – How Jake started and how he got to where he is

    06:21 – Jake’s transition point

    08:13 – Getting into solar through flipping

    11:26 – How being a CPA set him up to be a better business owner and investor | How he positioned himself as an expert

    15:52 – A limited partner's role when looking at new opportunities, evaluating risk, and what people should look out for

    26:02 – Thoughts on risk

    29:53 – Trends to watch or economic indicators that are front and center when thinking about investing

    36:13 – If you could allocate $100 Million this year, where are you looking to allocate that capital?

    40:49 – Investing in Commercial Real Estate in 2022: Top Predictions

    45:05 – Jake’s mission and inspiration


    CONNECTING WITH THE GUEST

    Website & Podcast: https://www.thelimitedpartner.com/

    LinkedIn: https://www.linkedin.com/in/jakewiley/

    Instagram: https://www.instagram.com/jjakewiley/


    Connect with Us:

    Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw

    LinkedIn: https://linkedin.com/company/ftw-investments

    Instagram: https://www.instagram.com/ftwinvestments/

    Facebook: https://www.facebook.com/ftwinvestments/


    #limitedpartner

    #passiveincome

    #realestate

    50 min
  • Investor Ed. Webinar: How to Vet a Sponsor - Bonus Episode 2

    Today, we bring you another bonus episode and this time, we cover vetting real estate sponsors. This installment of our Investor Education Webinar goes deep into the hows and whys to make sure we only do business with operators that align with our values and goals.


    In this episode, Logan Freeman and Lee York give us the juice with an information filled discussion and a Q and A to cap it all off. Make sure to catch this episode!


    HIGHLIGHTS OF THE EPISODE

    01:02 – Episode Overview

    02:52 – Why this topic for this month?

    04:13 – Definitions: Terms to know prior to vetting a sponsor

    06:30 – What to determine for yourself prior to investing

    13:58 – The ideal investment

    15:45 – What should you know about your sponsor?

    17:39 – Value Investing vs Growth Investment Model

    23:31 – Preferred return

    24:18 – What is your exit strategy?

    30:54 – How to achieve investor alignment

    32:12 – The six signs of predicting behavior

    36:42 – Who are the guarantors on the mortgages?

    37:39 – How long should the vetting process take with a syndicator?

    38:25 – Sophistication level of the investor

    42:27 – The way to classify sponsors


    Connect with Us:

    Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw

    LinkedIn: https://linkedin.com/company/ftw-investments

    Instagram: https://www.instagram.com/ftwinvestments/

    Facebook: https://www.facebook.com/ftwinvestments/


    #duediligence

    #passiveinvesting

    #realestate

    47 min
  • Capital Markets in a Time of Rapidly Rising Interest Rates with Frank Sciara – Episode 16

    Today, we are joined by Frank Sciara. Frank is a capital markets guy and Vice President of Grandbridge Real Estate Capital. Frank joined Grandbridge in 2005 and brings more than 20 years of investment banking and real estate finance experience to his role as a commercial real estate mortgage originator. His focus is on the origination, structuring, and sourcing of debt and equity capital for income-producing real estate across the United States and includes all aspects of credit, underwriting, loan negotiation and portfolio management.


    During his career, he has been involved in the origination, structuring and financing of more than $1.0 billion in transactions of all types of income-producing real estate, including multifamily (market rate, affordable, senior and student), industrial, office, retail, self-storage, and hospitality. Additionally, Frank has structured numerous high-leverage acquisition/rehab loans for clients wishing to reposition underperforming assets.

    In this episode, Franks breaks down some of his predictions, changes in the capital markets that have happened in the last six months, and what inspires him to keep doing what he does. You will definitely find a lot of value on this one, check it out!


    HIGHLIGHTS OF THE EPISODE

    01:00 – Episode Overview and Guest Intro: Frank Sciara

    03:09 – How Frank got started in this industry
    04:47 – Becoming an expert and thought leader
    06:26 – Analyzing a project and understanding what type of debt might be the best option
    09:05 – Commercial real estate being successful through different market cycles
    11:21 – Top three takeaways from over 18 years of commercial real estate
    14:49 – Number of loans Frank has placed over 17 years
    15:42 – Borrowers’ biggest mistakes
    19:00 – The Federal Reserve, rising interest rates, and inflation
    22:38 – Frank’s opinion on prices
    24:45 – Levers that has changed over the last six months
    26:50 – Will there be a big opportunity for folks to grab distressed properties?
    29:24 – Predictions for the commercial real estate space
    32:42 – Correlation between interest rates and cap rates
    35:44 – What inspires Frank and why he does what he does
    38:40 – Creating an information intake model and communicating with clients


    CONNECTING WITH THE GUEST

    Website: https://www.grandbridge.com/

    LinkedIn:https://www.linkedin.com/in/franksciara/


    CONNECTING WITH INVEST FOR THE WIN

    Website: https://investforthewin.com/

    Facebook: https://www.facebook.com/ftwinvestments

    Instagram: https://www.instagram.com/ftwinvestments/

    LinkedIn: https://www.linkedin.com/company/43231601/admin/

    Twitter: https://twitter.com/FtwInvestments

    Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw


    #commercialrealestate

    #financing
    #capitalmarkets

    42 min
  • A Must-Hear Journey from Corporate America to Fulltime Real Estate with Tyler Chesser - Episode 15

    Taking the plunge from corporate America to full-time real estate is yet another great story to hear! We are excited to welcome our guest, Tyler Chesser, for today’s episode. Tyler is a CCIM and a high-performance real estate entrepreneur who helps real estate investors and entrepreneurs transform their finances, businesses and lives. A successful real estate investor with a background as a former perennial top performing commercial real estate broker, Tyler started investing in multifamily real estate in 2015 as a way to build wealth and create diverse income streams for his family. Prior to the 2020 co-founding of the real estate investment firm, CF Capital, Tyler spent over seven years in the business as the founding principal of a successful commercial brokerage company, a real estate investor, keynote speaker and award-winning sales professional after his withdrawal from corporate America in the early 2010's.


    Today, Tyler adds value to others in a range of capacities – from syndication of private placement real estate investments, individual to group business coaching, real estate consulting, keynote speaking and also hosts a top 200 business podcast internationally called Elevate. The podcast is well known for the high-level mindset, mind expansion and personal development content which decodes the stories, habits and multifaceted expertise of world-class investors and other experts.

    Today, Tyler shares with us his real estate journey from corporate America. He also talks about building a personal brand, adapting to changes in the multifamily real estate space, top mistakes when getting started, and his predictions for multifamily real estate. This information-filled episode is one you shouldn’t miss!


    HIGHLIGHTS OF THE EPISODE

    01:00 – Guest Intro and Episode Overview: Tyler Chesser

    02:18 – Tyler’s background

    04:10 – How Tyler got started in real estate and his withdrawal from corporate America

    09:33 – Transition to the real estate space

    12:38 – Why real estate is the right decision

    18:20 – Owning a brokerage and understanding the brokerage world

    24:56 – Why building a personal brand is tougher than ever

    30:05 – Dealing with peaks and valleys, staying relevant, and navigating an ever-changing commercial real estate space

    37:40 – The biggest mistakes committed by folks getting started in real estate investing or entrepreneurship

    41:06 – Where would you allocate $100 million right now

    46:38 – Top prediction for the multifamily real estate space

    49:16 – Tyler’s superpower

    50:54 – What inspires Tyler and why he does what he does


    CONNECTING WITH THE GUEST

    Website: https://tylerchesser.com/

    LinkedIn: https://www.linkedin.com/in/tyler-chesser-ccim-88a54325/

    Instagram: https://www.instagram.com/thetylerchesser/?hl=en

    Linktree: https://linktr.ee/tylerchesser


    CONNECTING WITH US

    Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw


    #multifamily

    #transition

    #realestate

    56 min
  • Investor Ed. Webinar: Active vs Passive Investor Profiles - Bonus Episode 1

    For this bonus episode, we're bringing you the ultimate Active vs Passive Investing diagram to help you figure out what's right for you. FTW Investments conduct Investor Education Webinars to make sure that investors are in the know and help investors make effective decisions.

    We're bringing them to you as Bonus Episodes. In this episode we have Logan Freeman and FTW Investments’ Investor Relations Associate, Lee York, to bring you the good stuff. A question-and-answer session followed the webinar.  This is the first of many Bonus Episodes to come! Tune in and learn with us!

    HIGHLIGHTS OF THE EPISODE

    01:20 – Episode Overview: Active vs. Passive Investing with Lee York

    02:42 – Why this topic?

    04:29 – Objectives: Know which path is right for you

    05:17 – The difference between direct and indirect investing

    06:36 – What is active real estate investing?

    10:05 – How control is different in active vs passive investing and why it’s a big point

    11:46 – What is an active investor responsible for?

    14:51 – What is passive real estate investing?

    16:37 – Why diversification is attractive to investors

    19:03 – What passive investors are responsible for

    25:07 – Time breakdown of active vs passive investors

    32:58 – Does FTW invest in other areas outside of the Midwest?

    34:38 – How does active vs passive get taxed?

    36:25 – In a syndication model, what are the various roles that a syndicator can play

    37:19 – How does a syndicator make money off the deals?

    38:19 – When finding deals do you focus on cash flowing deals or more on equity multiple?

    40:40 – How many years to exit on average


    CONNECTING WITH US

    Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw

    LinkedIn: https://linkedin.com/company/ftw-investments

    Instagram: https://www.instagram.com/ftwinvestments/

    Facebook: https://www.facebook.com/ftwinvestments/


    #activeinvesting

    #syndication

    #passiveinvesting

    43 min
  • Finding Your ‘Why’ in an Ever-Changing Business Environment with Jason Carter-Solomon - Episode 14

    Welcome to a new episode and today we have Jason Carter-Solomon. He is the Senior VP for commercial banking and real estate at Landmark National Bank. With over 10 years of experience, He specializes in working capital, construction financing, tax incentives, and complex real estate developments.  He works with entrepreneurs and executives in small to midsize businesses to provide working capital loans, structure loans for asset purchases, as well as business merger and acquisitions.

    Recognized as one of Ingram’s Magazines “Kansas City Top 40 Under 40” and with the Independent Magazine’s “Kansas City Rising Star Award”, Jason has gained specialized experience with urban redevelopment tools and incentives. He works with real estate developers and investors to build, renovate, reposition, and acquire assets in all sectors of commercial real estate. Jason is currently the President of the Board of the Kansas City Automotive Museum and serves on a special standing committee to address tax incentive reform for the city of Kansas City, Missouri. He has served on various other boards as a financial advisor helping to curb losses and raise financial awareness to help keep non-profit missions on target and financially sustainable.


    HIGHLIGHTS OF THE EPISODE

    01:15 – Guest Intro and Episode Overview: Jason Carter Solomon

    02:14 – Jason’s background, how he got into the real estate industry

    06:05 – Passion for placemaking and how it affects looking at projects

    06:26 – What a banker does in an up and down environment and what can be learned from clients that are successful in this situation

    12:06 – Evaluating borrowers and their deals

    17:37 – How banking has assisted Jason in running deals and how deals assisted him in banking

    25:08 – Biggest mistakes people make in the financing side of the business

    25:46 – Trying to manage showing income for tax purposes

    27:44 – Running discretionary expenses through properties

    29:05 – Keep good, accurate, truthful books

    29:28 – Don’t allow other people to tell your story

    33:16 – Decisions made algorithmically

    34:10 – Bankers are still needed

    36:03 – Evaluation of a deal

    37:15 – One thing where bankers and deal masters diverge on

    41:10 – Asset class that can traditionally get higher leverage based on cash flow

    44:24 – Where they see office real estate picking up

    46:41 – Office buildings all tell a story

    52:42 – Three predictions for capital markets

    56:05 – There are no more bullets in the gun

    59:53 – The residential home industry

    01:03:02 – Thoughts on legacy


    CONNECTING WITH THE GUEST

    Website: https://www.banklandmark.com/commercial-loan-officer/jason-carter-solomon/

    LinkedIn: https://www.linkedin.com/in/jason-carter-solomon-34b1aa34/


    #realestate

    1 hr 10 min
  • Maintaining a Competitive Edge in Retail Real Estate with Charlie Lowe - Episode 13

    Our guest for today's episode is Charlie Lowe. He is the Managing Partner at Crossroads Real Estate Group. Charlie Lowe began his career in retail development, leasing, and brokerage in 2013 with LEGACY Development, a national development firm. As a paid intern Charlie was initially tasked with market research, updating proformas, and small shop leasing across LEGACY’s Kansas City area portfolio. Within his first year, Charlie executed multiple leases at Wyandotte Plaza (210,000 sf grocery-anchored strip center located in Kansas City, KS) and Truman’s Marketplace (395,000 sf power center located in Grandview, MO), two of Kansas City’s highest-profile redevelopments that year, and was hired as a leasing associate.


    Listen in as Charlie discusses the past, present, and future of retail real estate in Kansas City, the importance of having a level head in leasing negotiations, and how to position retail properties to maximize their value. This is an episode for stakeholders and non-stakeholders alike. Tune In!

    HIGHLIGHTS OF THE EPISODE

    01:12 – Episode Overview and Guest Intro: Charlie Lowe
    01:32 – Charlie’s background: The retail real estate market
    03:31 – The pivotal moment or mentor that led Charlie to retail real estate
    06:26 – What continues to inspire Charlie in this business
    11:18 – Building expertise
    12:20 – Financial Analysis
    13:04 – Consume as much information as possible
    13:30 – Having conversations with other leaders in the industry
    16:46 – You need a story
    19:21 – Takeaways to have when negotiating deals
    22:41 – What people might misunderstand about real estate
    26:40 – Redevelopment: Identifying a building that might be good for redevelopment and things to do to a property to better position it in the marketplace
    33:40 – Void analysis
    38:53 – Where retail real estate is headed
    40:58 – European style retail experience
    42:57 – Technology that’s changing the game
    39:03 – What Charlie wants to be known for in the retail real estate space
    48:04 – City involvement is very important

    CONNECTING WITH THE GUEST

    Website: https://www.crossroads-kc.com/
    LinkedIn: https://www.linkedin.com/in/charlie-lowe-170926bb/
    Facebook: https://www.facebook.com/crossroadsrealestategroup/
    Instagram: https://www.instagram.com/crossroadsrealestategroupkc/

    #retail
    #commercial
    #realestate

    52 min
  • The Secret Behind MMG's Success with Michael Sullivan – Episode 12

    MMG Real Estate Advisors have been blowing up and revolutionizing the brokerage industry. Michael Sullivan, MMG's Executive Managing Director, and Founding Partner joins us on this week's show, not only sharing the secret sauce of the company's evolution but also laying out the whole menu for listeners to take notes on!


    Michael began his career in commercial real estate in 2005 and has since cemented himself as a major player in the multifamily space through his relentless drive to deliver a comprehensive brokerage model that does one simple thing: assists clients in maximizing the value of their multifamily holdings. In 2021, he co-founded MMG Real Estate Advisors with Alex Blagojevich as the next logical step in their quest to help property owners minimize risk and maximize opportunity by using an elevated, cohesive approach to the acquisition and disposition process.

    On today's show, we discuss how to build relationships with brokers, how to avoid common mistakes in the space, trends and predictions for the rest of the year, advice for newcomers, and more - so tune in!

    HIGHLIGHTS OF THE EPISODE

    00:31 – Episode Overview and Guest Intro: Michael Sullivan
    02:51 – Michael and Alex's inspirational journey, the beginning of MMG
    09:44 – The biggest changes in the real estate industry for the past years
    15:32 – Michael's market predictions for 2022
    24:21 – Investing mistakes newcomers make
    30:31 – MMG’s “secret sauce”
    46:15 – “What inspires you?”

    CONNECTING WITH THE GUEST
    Website: https://mmgrea.com/
    LinkedIn: https://www.linkedin.com/company/mmg-real-estate-advisors/
    Instagram: https://www.instagram.com/mmg_rea/

    CONNECTING WITH INVEST FOR THE WIN

    Website: https://investforthewin.com/
    Facebook: https://www.facebook.com/ftwinvestments
    Instagram: https://www.instagram.com/ftwinvestments/
    LinkedIn: https://www.linkedin.com/company/43231601/admin/
    Twitter: https://twitter.com/FtwInvestments
    Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw

    #realestatebrokerage
    #multifamily
    #buildingrelationships

    53 min
  • Is Real Estate Tokenization Happening? with Michael Flight - Episode 11

    Cryptocurrency and blockchain are certainly changing the global financial industry, but are they on track to impact the real estate market as well?


    This week, we are joined by Michael Flight, Real Estate Entrepreneur, Triple Net Expert, and Blockchain Real Estate Evangelist. Michael is also a founding principal of Concordia Realty Corporation in 1990 and more recently CEO of Liberty Real Estate Fund, the World’s First Net Lease Security Token Fund™.

    In this episode, Michael talks about his expertise and experience in Retail Real Estate, the future of Retail, and of course, the anticipated integration of Blockchain and real estate. How will blockchain technology make real estate more tradable and accessible? We'll explore that and more!

    HIGHLIGHTS OF THE EPISODE

    01:45 – Episode Overview and Guest Intro: Michael Flight
    03:45 – Michael’s journey into real estate
    09:09 – Michael on Retail Real Estate
    13:20 – Blockchain and Real Estate
    18:31 – How Blockchain is changing the real estate game – info content
    21:41 – Is real estate tokenization happening?
    25:35 – Secondary Liquidity
    31:18 – Trends in retail real estate today and in the future
    35:12 – Digital vs Physical Retail
    36:38 – Taking notes from Michael's many years of experience
    45:28 – “What inspires you?”
    47:51 – https://libertyfund.io/

    CONNECTING WITH THE GUEST

    Website: https://libertyfund.io/
    Podcast: https://www.triplenet.re/
    LinkedIn: https://www.linkedin.com/in/michael-flight/
    Youtube: https://www.youtube.com/channel/UCU55p8m4gHcx77Y9n0r0kXw/featured
    Instagram: https://www.instagram.com/mjflight1/
    BiggerPockets: https://www.biggerpockets.com/users/michaelflight
    Blockchain Real Estate 2022: https://libertyfund.io/tokenization-and-blockchain-investing-in-real-estate/


    CONNECTING WITH INVEST FOR THE WIN

    Website: https://investforthewin.com/

    Facebook: https://www.facebook.com/ftwinvestments

    Instagram: https://www.instagram.com/ftwinvestments/

    LinkedIn: https://www.linkedin.com/company/43231601/admin/

    Twitter: https://twitter.com/FtwInvestments

    Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw


    #blockchain
    #tokenization
    #retailrealestate

    50 min

About Invest For The Win

From the publisher's feed

Welcome to the Invest for the Win, where we consider and discuss strategy on how to win at the game of private investing. Whether you are a novice or seasoned investor, tune in to hear experts break…