Invest For The Win

Invest For The Win

By FTW InvestmentsBusinessInvesting
Download on the App Store

Invest For The Win episodes

  • Navigating Alternative Investments in Today’s Changing Environment with Ben Fraser - Episode 10

    Today on the show, we have Ben Fraser. Ben Fraser runs capital markets for Aspen Funds having raised $75 Million from investors. Ben was formerly a commercial banker and worked in asset management. He is a contributor on the Forbes Finance Council and a co-host on the Invest Like a Billionaire Podcast.


    In this episode, we dive deep into different types of alternative investments and how to navigate them in today's ever-changing environment. We also talk about common mistakes being made in the investment space and how to avoid them. Stay tuned!

    HIGHLIGHTS OF THE EPISODE

    00:45 – Episode Overview and Guest Intro: Ben Fraser
    01:56 – Ben’s background, getting into private real estate funds and asset management
    04:17 – Ben’s turning point
    06:00 – What Ben's "horsepower" is made of
    08:08 – Ben on Aspen Funds’ niche and core competency
    13:31 – What Aspen Funds does differently in the notes space
    15:29 – The importance of reputation and relationships
    18:19 – Common mistakes to avoid in the investment space
    19:57 – “If you had $100,000,000 right now, how would you allocate it?”
    26:16 – Other risks to look out for
    27:44 – Growth Funds vs Income Funds
    30:32 – Top predictions in the private investing space
    37:45 – Ben on what the future looks like for investing
    42:57 – “What inspires you?”

    CONNECTING WITH THE GUEST

    Invest Like a Billionaire Podcast: https://aspenfunds.us/podcast/invest-like-a-billionaire/
    Website: https://aspenfunds.us/
    LinkedIn: https://www.linkedin.com/in/benwfraser/


    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



    #alternativeinvestment
    #inflation
    #privateinvesting

    46 min
  • Raising the Bar for Mobile Home Communities with Ryan Hill and Brett Bowman – Episode 9

    On today's episode Ryan Hill and Brett Bowman join us to discuss Mobile Home Communities and Investment Space: Trends, common misconceptions, predictions, and the steps they are taking to raise the bar in the Mobile Home space.


    Ryan is the Chief Operating Officer of Suncrest Capital LLC. He is responsible for driving operational efficiency in each community. He works closely with community managers to ensure optimal occupancy and expenses. Ryan has over 13 years of experience as a real estate agent directly involved in over $41M in sales. Ryan is in his third year as a mobile home park owner and operator. He holds a degree in Biology from Central Washington University, Master degree in Technology in Education from Lesley University, and Principal Certification from Seattle Pacific University.

    Brett is Suncrest Capital's Chief Investment Officer. His conservative approach to underwriting helps minimize risks while maximizing investor returns. He has been investing for over 14 years, acquiring $50M+ in assets, spanning single family rentals, multi-family, industrial, and mobile home communities. He has a background in high-tech where he managed multi-million-dollar budgets in hybrid corporate finance & large-scale program management roles. He holds a degree in Finance from the University of Utah and an MBA from Duke University.

    If you want to learn more about Mobile Home Communities and the Mobile Home Parks investment space, this episode isn’t one to miss!

    HIGHLIGHTS OF THE EPISODE

    01:24 – Episode Overview and Guest Intro: Ryan Hill & Brett Bowman

    02:47 – Ryan and Brett’s Background and how they met
    06:56 – Ryan Hill: From being a real estate agent to becoming a mobile home park owner
    10:05 – Ryan Hill on how his experience as a school teacher and principal has helped him as an investor
    11:36 – Why Mobile Home Parks?
    13:57 – Ryan Hill on moving homes
    17:15 – Moving homes at a significantly lower price
    19:19 – Top opportunities and advantages in the Mobile Home Parks investment space
    23:13 – Common mistakes in the Mobile Home Parks investment space
    25:45 – Be prepared for additional expenses or time demands
    27:47 – Common misconceptions about Mobile Home Communities
    31:07 – Ryan and Brett’s Buy Box
    36:00 – How tax works for Mobile Home Communities
    43:29 – Predictions for the Mobile Homes space
    46:14 – “What inspires you to do what you do?”
    49:32 – Getting in touch with Ryan and Brett

    CONNECTING WITH THE GUEST

    Website: https://www.suncrestcap.com/

    Ryan’s Email: [email protected]
    Brett’s Email: [email protected]
    Instagram: @suncrestcapital


    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



    #mobilehomepark
    #mobilehomecommunity
    #alternativeinvesting

    51 min
  • How Experience as an Attorney Led to Success as an Investor with Passive Income Attorney Seth Bradley – Episode 8

    “What better way to play the game than know all the rules?”. That’s one quote Passive Income Attorney, Seth Bradley, lives by. A lawyer and investor, Seth gives us some insights on how good knowledge and application of the rules play a substantial role in financial success.


    Seth Bradley is a successful real estate entrepreneur and an expert at creating passive income. He’s closed billions of dollars in real estate transactions as a real estate attorney, investor and broker. He’s the Managing Partner of Law Capital Partners, a private equity firm focused on value-add real estate acquisitions and development. He’s also a former big law attorney, most recently practicing in the real estate and securities department of a top 3 globally-ranked law firm. Seth is also the host of the Passive Income Attorney Podcast, educating attorneys and other professionals on how to stop trading their time for money so that they can practice when they want to, not because they have to.

    Tune in as we discuss Seth’s journey of breaking free from “the golden handcuffs” and a passive income attorney’s advice on what you should and shouldn’t do to be well on your way to your own financial success.


    HIGHLIGHTS OF THE EPISODE

    01:03 – Episode Overview and Guest Intro: Seth Bradley

    03:43 – Seth’s background

    05:52 – Getting into the investment space

    07:36 – Mindset Shift: “We’re all just regular people making it work”

    08:42 – Seth on sports and fitness

    09:40 – Breaking free from “the golden handcuffs”

    13:00 – The benefits of being both a lawyer and an investor

    15:12 – Why private real estate?

    17:21 – Find good help, good people, and good players

    18:47 – Mistakes to avoid when raising capital and doing private deals

    20:58 – When does a mistake become really bad?

    23:33 – How do you know if you’re partnering with the right people?

    31:33 – Top predictions for the alternative investing space

    35:31 – Investment opportunities for 2022

    39:16 – Thoughts on debts and interest rates

    40:56 – “If you had a million dollars right now, how would you allocate it?”

    41:59 – “What inspires you?”

    42:44 – “What would you say your superpower is?”


    CONNECTING WITH THE GUEST

    Check out Seth’s podcast: https://passiveincomeattorney.com/

    Website: www.lawcapitalpartners.com

    LinkedIn: www.linkedin.com/in/sethpaulbradley

    Instagram: @passiveincomeattorney

    Facebook: www.facebook.com/sethpaulbradley


    CONNECTING WITH INVEST FOR THE WIN

    Website: https://investforthewin.com/

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

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


    #passiveincome

    #financialfreedom

    #alternativeinvesting

    46 min
  • 1031 Exchange: A Tax-Deferred Way to Build Wealth – Alex Olson – Episode 7

    In today’s episode, we tackle the complex subject of 1031 Exchange with 1031 Exchange expert, Alex Olson. Alex is an established commercial real estate agent who assists buyers in navigating multifamily property investments. With an extensive portfolio and over 15 years of experience, he has built a system to ensure buyers succeed; the Buyer Representation Success System (BRSS). In 2021 alone, Alex completed over 30 transactions in the multifamily and NNN (triple net lease) investment space resulting in over $40 million sold. As a highly sought-after podcast guest across the country, we're thrilled to have Alex on the show!


    Tune in as he expertly explains how (in-state and out-of-state) investors can maximize their 1031 exchange transactions and avoid capital gains taxes through identifying cash-flowing deals, developing a trusted team, and ensuring that their 1031 exchange money is secure.

    HIGHLIGHTS OF THE EPISODE

    00:56 – Episode Overview and Guest Intro: Alex Olson
    02:55 – Alex’s journey to becoming an established commercial real estate agent
    05:51 – The “change” that brought Alex to where he is today
    08:43 – What sets Alex apart from other commercial real estate brokers
    12:51 – What is a 1031 Exchange?
    14:04 – Why do a 1031 Exchange?
    16:36 – The first steps you should take when you decide to do a 1031 Exchange
    20:59 – The biggest mistakes people make when building relationships with Brokers
    27:33 – The buyer’s process
    32:21 – Generating off-market listings
    35:29 – Top properties for 1031 Exchanges
    39:15 – Predictions in the Midwest commercial real estate space for 2022
    42:21 – “Why inspires you to keep doing what you do?”
    44:06 – “What’s one thing not many people would know about you?”

    CONNECTING WITH THE GUEST

    Website: https://xchangecre.com/
    LinkedIn: https://www.linkedin.com/in/aolson

    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



    #1031Exchange
    #maximizecashflow
    #defertax

    49 min
  • Demographic Shifts and the Main Factors That Influence Them with Chris Porter - Episode 6

    In this episode, we are joined by Chris Porter, Senior Vice President and the Chief Demographer at John Burns Real Estate Consulting. Chris works with clients to help them understand the role demographics play in shaping the demand for housing in the short and long term. Along with John Burns, he co-authored the book “Big Shifts Ahead: Demographic Clarity for Businesses” to make demographic trends easier to understand, quantify and anticipate.

    Join us as we discuss Chris and John’s book “Big Shifts Ahead”, covering the book’s most important themes, including The Four Big Influencers, The Biggest Demographic Opportunities, and a whole lot more. Prepare to take notes. This episode is one for the books!

    HIGHLIGHTS OF THE EPISODE

    01:44 – Episode Overview and Guest Intro: Chris Porter

    02:51 – Chris’ background: Becoming the go-to resource for real estate developers

    04:45 – What’s kept Chris in real estate and demographics for 17 years and counting

    06:30 – Real estate is continuously becoming more relevant

    07:38 – Co-authoring the book “Big Shifts Ahead”

    10:28 – Big Shifts Ahead: The book’s structure

    12:29 – 10-year increments: The new way to think of generations

    16:06 – The Four Big Influencers

    16:46 – Government Policy

    19:10 – Economic Conditions

    22:22 – Technology Advances

    28:41 – Societal Shifts

    31:52 – The biggest demographic opportunities

    32:27 – The rise of the working women

    33:33 – A wave of affluent immigrants

    35:40 – Retiree explosion underway

    39:03 – Leaving the nest

    41:30 – Lifestyle shifts

    45:54 – The Surban™ way of life

    48:55 – The impact of today’s trends

    52:56 – Methods and Predictions: The supply and demand in housing

    57:52 – What inspires Chris to keep doing what he does?


    CONNECTING WITH THE GUEST

    Website: https://www.realestateconsulting.com/

    Twitter: @DemographChris

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


    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


    #demographics

    #trends

    #realestate

    1 hr 1 min
  • Trends in Office Commercial Real Estate with Nick Suarez - Episode 5

    Today, we welcome Nick Suarez. Office commercial real estate expert, Senior Managing Director, and principal at Newmark Zimmer’s headquarters in Kansas City, Missouri, where he leads the office division. He focuses on sales and leasing of office properties and tenant representation. Nick has expertise representing tenants throughout the Kansas City metropolitan area as well as nationwide.

    Check out this episode as Nick talks about how he became an expert office real estate broker, trends in the office market, and what landlords and investors need to know when making deals in today’s landscape. He also shares ideas about the perfect clients, what it takes to stay ahead of the competition, and what the future might hold for the office market.


    HIGHLIGHTS OF THE EPISODE

    00:56 - Guest Intro: Nick Suarez

    01:35 - Nick’s background

    05:55 - What keeps Nick in the office real estate niche

    07:36 - The role of mentorship

    11:51 - The avatar of a client Nick serves best

    14:46 - Tenants’ requirements

    17:35 - What it takes to stay ahead of the competition

    20:26 - Still making the same number of cold calls?

    22:29 - What Nick learned in 2008 that has helped him now

    26:22 - Trends covid accelerated or created in the office real estate market

    28:27 - “Flight to quality”

    30:21 - Difference between location and quality of the asset

    32:10 - Amenities that are currently important

    36:26 - How deals are made in office real estate

    40:07 - Predictions about the office real estate market, and leasing activity

    48:30 - The hoteling model works

    51:51 - Why Nick does what he does and the story he’s trying to create

    53:25 - If Nick wasn’t in real estate, what would he do?

    54:47 – Other things Nick wants to point out

    55:18 - How does one build a relationship with a top broker like Nick?


    CONNECTING WITH THE GUEST

    Website: https://nmrkzimmer.com/people/profile/55

    LinkedIn: https://www.linkedin.com/in/nick-suarez-12aa383b


    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


    #officerealestate

    #trends

    #commercialrealestate

    59 min
  • Raising Capital and Investor Relationships with Ruben Greth - Episode 4

    The host is now the guest in this episode wherein we meet the voice behind The Capital Raiser Show, Ruben Greth. Interviewing top-level investors, attorneys, and syndicators, he helps his listeners understand the best practices in the industry with over 185 shows and about 475 pieces of downloadable content on capital raising.

    Tune in to learn more about the biggest capital raising mistakes investors are making, building relationships through investor experience, the role of build-to-rent in multifamily, and more much about raising capital.


    HIGHLIGHTS OF THE EPISODE

    3:20 - Ruben’s start: Becoming one of the thought leaders in raising private capital in the commercial real estate space

    08:13 - Building and ending partnerships in real estate

    14:40 - Ruben’s favorite The Capital Raiser Show episode and how he builds relationships through his podcast

    19:45 - The biggest mistakes of people raising capital

    23:33 - The importance of investor experience

    25:29 - How Ruben would use $100M

    27:53 - Ruben’s blueprint for raising capital

    31:43 - Ruben’s top 3 predictions in the capital raising space and commercial real estate

    34:03 - The role of build-to-rent in the multifamily space

    36:23 - Ruben’s hidden talents, his superpowers, and his WHY


    CONNECTING WITH THE GUEST

    Website: https://legacyacquisitions.com

    Podcast: https://capitalraisershow.com

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

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

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


    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


    #rubengreth

    #raisingcapital

    #commercialrealestate

    45 min
  • Commercial Real Estate and Raising Capital with Hunter Thompson - Episode 3

    In this episode, we talk to Hunter Thompson, or as Logan calls him, “The Tim Ferriss of Commercial Real Estate.” A full-time real estate investor, he is also the author of #1 Amazon book Capital for Real Estate, host of Cash Flow Connections real estate podcast, and founder of Asym Capital which has helped more than 400  investors acquire more than $150M of assets.

    Tune in to this episode to learn more about understanding markets, automating your business and productivity, and, of course, raising capital.


    HIGHLIGHTS OF THE EPISODE

    01:05 - Meet Hunter Thompson

    03:19 - How Hunter became one of the top thought leaders of raising capital

    06:23 - Looking for trends in real estate investing

    10:17 - The most undervalued asset class in the United States right now

    13:45 - Hunter’s favorite episode on Cash Flow Connections

    18:32 - Hunter’s tip for passive investors

    20:53 - Hunter’s Top 3 Insights in Raising Capital

    28:55 - Turning obsession and identity into business

    31:10 - The myth of work-life balance

    34:12 - The future of capital Real Estate


    CONNECT WITH THE GUEST

    Website:

    https://cashflowconnections.com

    https://www.raisingcapitalforrealestate.com/rcfre

    http://www.asymcapital.com

    Podcast: https://cashflowconnections.com/podcast/

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

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

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

    Book: Raising Capital for 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


    #hunterthompson

    #raisingcapital

    #commercialrealestate

    45 min
  • Being a Real Estate Investor vs Being in the Business of Real Estate Investment - Episode 2

    Logan, Parker, and Cory discuss how to start in real estate investment. Should you do passive investing? Is active investing right for you? The Investment FTW team breaks down what you need to know to get started on opportunities and relationships in the real estate space. Learn about diversification, risk, real estate operations, acquisitions, portfolio allocation and more in this episode!


    HIGHLIGHTS OF THE EPISODE

    01:21 - How to get started in real estate investing (Should you invest actively or passively?)

    03:43 - Passive investment and opportunities

    05:41 - The competition in the real estate space and how to get going

    07:03 - Finding opportunities through relationships (knowledge, experience, and track record)

    12:01 - What happens after closing? (Your job just began)

    14:11 - Parker on the active side of real estate investment

    16:29 - Cory on the active side of real estate investment

    20:46 - Benefits of passive investing

    22:41 - The private side of indirect investing

    23:51 - Core Investing

    24:53 - Opportunistic investing

    25:59 - Opportunities in passive investing (true diversification)

    28:11 - Learning curve in being a real estate investor

    30:28 - The bottom line


    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


    #realestate

    #passiveinvestment

    #activeinvestment

    32 min
  • The Shark Pack: Welcome to Invest for the Win’s First Episode - Episode 1

    Welcome to our first episode. Listen to this show and become a better investor.

    For our first episode, you will get to know US. WHO we are, WHAT we do, and WHAT this show is all about.


    Here are your hosts:

    Logan Freeman brings over 5 years of real estate experience to the team starting his real estate career with a single-family rental portfolio where he executed over $50MM in acquisitions. From there, Logan moved to Clemons Real Estate where he was the leading salesperson year over year as he created, lead, and executed a unique strategy for representing Buyers in 1031 transactions.

    Logan oversees the Investor Relations and Marketing Divisions at FTW Investments and contributes heavily to its project sourcing and capital raising efforts. Logan leads XchangeCRE, an affiliate of the firm that assists 1031 exchange investors in identifying replacement properties and other tax-advantaged reinvestment strategies including TIC investments with FTW Investments. Logan leverages his people skills and transaction background to drive new acquisitions, capital raising, and investor relations. Logan is a voting member of the firm’s investment committee.


    Parker Webb brings over 8 years of real estate experience to the team starting his career with Newmark Grubb Zimmer and then Midwest Retail Properties (now MRP Capital Group) before starting his first real estate venture, Third Space Property Group. Parker has been involved in all aspects of real estate including sales, leasing, property management, entitlements, development, tax incentives, capital raising, and asset management.

    Parker oversees the asset management, property management, and construction management divisions of FTW, contributes to the deal pipeline and capital raising efforts, executes operations


    Cory Tuck has a background running a Family Office investment fund for 14 years before venturing out on his own and eventually co-founding FTW Investments. At the Family Office, Cory oversaw the investment of controlling and non-controlling interest in private and microcap companies as well as overseeing the funds broader, diversified investment strategy. Cory got his first foray into real estate through the Family Office’s investment in an affordable housing developer that they took from 500 to 6,000 housing units across the Midwest and South.

    Cory oversees the Acquisitions team including deal analysis, project due diligence, debt placement, fund/syndication strategy, is active in the firm’s investment research, and is a voting member of the firm’s investment committee.  Mr. Tuck brings over 15 years of investing experience to the company.


    Three principles, three different backgrounds, viewpoints, and outlooks. The topic is investing, the strategy is storytelling. Learn about asset management, how we manage properties, portfolio allocation and the role of prior real estate in your portfolio, and economics. We aim to create value by synthesizing ideas we will hear from experts into insights that will help you become a better investor. We know you want to, so tune in!


    HIGHLIGHTS OF THE EPISODE

    01:00 - Why listen to this show

    02:26 - Future episode teasers

    03:08 - Who we are, why our company exists, what our company accomplishes, and our backgrounds

    04:06 - What FTW stands for

    04:30 - The Shark Pack

    06:10 - Cory’s background

    06:55 - Parker’s background

    07:54 - Logan’s background

    08:46 - Doing well by doing good


    #forthewin

    #realestate

    #episodepremier

    10 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…