Dr. Janeeka Benoit, also known as “Dr. J,” is a board-certified travel physician in internal and sports medicine, and a real estate investor with over 60 units. She became an accidental landlord during her medical residency and has since evolved into an apartment syndicator. Dr. J helps healthcare professionals invest passively in real estate so they can regain time, reduce stress, and focus on family, freedom, and fulfillment.

Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.

• Dr. J became an investor out of necessity during residency, managing three properties while working demanding hospital shifts.

• A pivotal conversation with her CPA convinced her to go bigger and leverage multifamily investing through syndications.

• She emphasizes the importance of aligning your real estate strategy with your lifestyle and time availability.

• Dr. J now helps other healthcare professionals learn how to invest passively and build wealth.

• Her first real estate meetup had 6 attendees—her most recent had 18, proving the growing demand for real estate education in the medical community.

From Overwhelm to Opportunity

• Started with two single-family homes and a duplex, all self-managed while working long hours as a medical resident.

• Hit burnout quickly and considered quitting—until her CPA told her to “go bigger.”

• Learned about apartment syndication and joined a mastermind to scale with support.

Learning the Language of Multifamily

• Initially intimidated by multifamily jargon and million-dollar deal talk.

• Gained confidence by consistently attending events, showing up for calls, and surrounding herself with experienced peers.

• Discovered she had a story to share—and a community of physicians who needed her voice.

Serving the Medical Community Through Real Estate

• Hosts local meetups for doctors, dentists, residents, and aspiring med students.

• Uses her own journey to teach others how to passively invest without adding stress to their careers.

• Draws parallels between managing patients as a physician and managing investment teams—both require collaboration, diagnosis, and execution.

Investor Mindset and Capital Raising

• Overcame limiting beliefs about asking for capital by treating investor conversations like patient consults.

• Raised $110,000 in five minutes during a mastermind challenge—proving the power of simply asking.

• Prioritizes investing with people who share her values, vision, and integrity.

📢 Announcement: Learn about our Apartment Investing Mastermind here.

Failure that set you up for success: It took her three years and five MCAT attempts to get into medical school. That journey taught her faith and persistence—skills that now fuel her real estate career.

Digital or mobile resource: Multifamily Insights Podcast – an on-demand library of episodes for anyone serious about multifamily investing.

Book recommendation: The Best Ever Apartment Syndication Book by Joe Fairless – her go-to resource for syndication strategy and fundamentals.

Daily habit: Prayer and meditation. Starts each morning in silence with gratitude, reflection, and intention to stay grounded amid her busy schedule.

#1 insight for investing as a healthcare professional: Choose real estate strategies that match your lifestyle—don’t add stress in the name of building wealth.

Favorite restaurant in Nashville, TN: Urban Grub.

• Connect with Dr. J on LinkedIn to learn more about her meetups and deals

• Attend one of her Nashville events if you’re in healthcare and curious about passive investing

• Explore apartment syndications as a way to invest without the burden of solo property management

Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

Dr. Jason Williams is the founder and CEO of Ironclad Underwriting, where he helps investors simplify and strengthen multifamily deal analysis. With a background as a PhD-level chemical engineer, Jason brings a systems-based approach to underwriting, having transitioned from single-family rentals to large-scale multifamily syndications. He now teaches investors how to build smarter models, avoid costly assumptions, and raise their underwriting IQ.

Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.

• Jason transitioned from engineering to real estate, bringing over 15 years of data analysis experience into underwriting.

• Many investors make critical underwriting mistakes by misunderstanding Excel models or relying too heavily on templates without verification.

• His Ironclad Underwriting model is built for flexibility and clarity, especially helpful when dealing with creative financing. He emphasizes third-party validation for all assumptions—especially from stakeholders who will be executing the plan.

• Property management can make or break a deal. Vet thoroughly and don’t underestimate their impact.

From PhD to Real Estate Pro

• Jason started investing in 2003 while in grad school and held rentals throughout his career.

• In 2017, he discovered syndications through Joe Fairless and began scaling into larger multifamily deals.

• After being laid off, he used the opportunity to go full-time into real estate.

Underwriting with Precision

• Took his R&D background to build underwriting models that minimize user error and reduce complexity.

• Developed Ironclad Underwriting to “dumb down” deal data without compromising accuracy.

• Emphasizes that many common models can be broken easily—triple dipping rent bumps, broken formulas, or overwritten cells.

Common Mistakes Investors Make

• Trusting broker/owner numbers without verification.

• Over-projecting rent growth based on temporary trends.

• Blindly following a coach or a guru’s assumptions without understanding the logic.

• Using inherited underwriting models that have dead or disconnected cells.

How to Use an Underwriting Model the Right Way

• Breaks rent data into: current, property management estimate, and pro forma rent.

• Encourages using third-party consultants for accurate insurance, taxes, and property management costs.

• Property managers must be part of the business plan validation process.

Navigating the Market Cycle

• Expects a wave of opportunities as more owners face distress or pre-foreclosure.

• Believes creative financing will play a larger role—models must be able to handle these deal structures.

• Warns that relying on outdated assumptions or models not built for flexibility can lead to catastrophic results.

📢 Announcement: Learn about our Apartment Investing Mastermind here.

Failure that set him up for success: Moved a trusted onsite team to a struggling property and watched occupancy plummet. Realized they were covering for major issues and fired them. A new regional manager brought the property from 76% to 93% occupancy in just six weeks.

Digital or mobile resource: IroncladUnderwriting.com – Includes a two-minute yield calculator, terminology library, and underwriting masterclass.

Book recommendation: Who Not How and 10x is Easier Than 2x by Dan Sullivan and Dr. Benjamin Hardy – foundational for focusing on strengths and building the right team.

Daily habit: Gratitude journaling—although not daily yet, he uses it to stay positive and focused on what matters.

#1 insight for underwriting multifamily deals: Get third-party verification from stakeholders who have a vested interest in seeing the deal succeed.

Favorite restaurant in Wichita Falls, TX: Bricktown Brewery.

• Visit IroncladUnderwriting.com/masterclass for free training

• Use Jason’s free calculators and templates to improve your deal analysis

• Stay vigilant about assumptions, data inputs, and the functionality of your underwriting model

Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

Moshe Popack is a real estate investor, entrepreneur, attorney, and philanthropist. He is the co-founder and chairman of YMP Real Estate Management, which oversees a diverse portfolio of 4,000 multifamily units and 2 million square feet of commercial space. After losing his job in 2009, Moshe pivoted to real estate, building an integrated organization with 400 employees and vertical operations spanning multifamily, office, and assisted living investments.

Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.

• Moshe began his real estate journey after losing his job during the Great Recession, investing his last funds into a distressed property.

• He scaled his business by focusing on underappreciated opportunities, analyzing deals line-by-line, and maintaining strong discipline in execution.

• Believes success starts with mindset—resilience, grit, and faith were key to pushing through early rejection.

• Today, he leads a vertically integrated firm with in-house legal, property management, and construction teams.

• Moshe and his wife run Neighborhood Farms USA, a nonprofit that teaches children to grow fresh produce in affordable housing communities.

From Rock Bottom to Real Estate Renaissance

• Lost job in 2009 with three kids to support—chose real estate over retreat.

• Faced 30 investor rejections before landing funding for his first 400-unit acquisition.

• Relied on line-by-line financial analysis and tenacity to stabilize the asset.

Mindset Over Mechanics

• Operates on a core principle: “If your why is deep enough, the how doesn’t matter.”

• Encourages entrepreneurs to expect resistance from others and stay focused on their path.

• Cautions investors to “assume brokers are lying” and do their own due diligence.

Analyzing Deals with Precision

• Understands every income and expense line item and underwrites conservatively.

• Warns against blindly assuming future rent growth or tax projections without validation.

• Stresses that the deal’s net income is the key to sustainability and value.

Distressed Opportunities and Contrarian Plays

• Invests in overlooked or feared asset classes—currently buying office space at deep discounts.

• Believes in Florida’s long-term growth story and the cyclical nature of real estate.

• Focuses on holding power and conservative leverage to weather downturns.

Neighborhood Farms USA

• Nonprofit initiative transforming landscaping at workforce housing properties into edible gardens.

• Educates children on gardening, nutrition, and personal fulfillment through nature.

• Offers after-school programs and community engagement with a focus on well-being.

📢 Announcement: Learn about our Apartment Investing Mastermind here.

Failure that set you up for success: Bought a building with an unrealistic business plan. Three years later, the hospital next door leased it. The lesson: patience and availability can turn perceived failures into wins.

Digital or mobile resource: RealPage – management software he finds versatile and reliable for multifamily operations.

Book recommendation: Man’s Search for Meaning by Viktor Frankl – a powerful reflection on mindset, resilience, and choosing your response to life’s challenges.

Daily habit: Meditation – helps him build inner clarity, mental resilience, and strength to navigate daily decisions.

#1 insight for finding distressed opportunities: Don’t even hear the word “no.” Stay consistent, be polite, and follow through on your word—opportunities come when others give up.

Favorite restaurant in South Beach, Miami: Milos.

• Learn more about Moshe’s ventures and philanthropic work at MoshePopack.com

• Explore Neighborhood Farms USA and their mission to promote community health through gardening

• Reframe challenges as gateways to growth—and never stop pushing forward

Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

Christian Osgood is a real estate investor, educator, and host of the Multifamily Strategy podcast and YouTube channel. After starting his career in sales and acquiring a few rentals using the Dave Ramsey method, he made a strategic leap into multifamily through creative financing. Today, Christian owns over 300 units, operates a property management company, and helps others achieve financial independence through value-driven, relationship-based investing.

Make sure to download our free guide, 7 Questions Every Apartment Investor Should Ask, here.

• Christian scaled from owning duplexes to 300+ units in under five years by mastering creative finance.

• He focuses on building authentic relationships with property owners rather than cold prospecting or marketing.

• His strategy centers on two questions: “How do I buy it?” and “How do I never lose it?”

• Raising capital becomes simple when you bring a strong deal, a smart structure, and clear alignment with investor interests.

• JV deals and seller financing often offer more flexibility and alignment than traditional syndications.

From Dave Ramsey to Real Estate Freedom

• Started with a goal to retire his wife, transitioned from two duplexes to over 300 units.

• Emphasized holding properties long-term by ensuring they cash flow from day one.

• Avoids dependence on future sales for profitability.

How a 38-Unit Seller-Financed Deal Changed Everything

• Acquired a distressed property listed for 12 years by offering a six-month no-payment period.

• Secured seller financing at 4% with a $300K down payment, raised from new connections.

• Repaired collections and operations, appraised at $4.1M within 11 months.

• Used refinance to cash out investors and retain full ownership.

Deal, Debt, Equity: A Simple Capital-Raising Framework

• Christian emphasizes a “deal-first” approach: find the opportunity, secure the financing, then raise the remaining equity.

• Capital is easier to raise when you’re solving problems for both the seller and investor.

• Transparent communication and downside protection build trust and drive investment.

Joint Ventures vs. Syndication

• Joint ventures allow for more creative structures, faster execution, and clear alignment of roles.

• Syndication is not wrong—just often unnecessary for small to midsize deals with fewer partners.

The Power of Relationships in Real Estate

• Christian meets with owners weekly for coffee instead of cold calling.

• His best deals and investor connections come from these low-pressure conversations.

• Many owners eventually offer to finance their entire portfolios after seeing his track record and integrity.

Lessons from a $4.5M “Shiny Object” Mistake

• Bought a resort early in his journey that didn’t align with his strengths or goals.

• Learned the importance of sticking to your lane and clarifying your business identity.

📢 Announcement: Learn about our Apartment Investing Mastermind here.

Failure that led to success: Purchased a $4.5M resort early in his journey—wrong asset, wrong partners, and a high-maintenance business. It taught him the value of staying in his lane.

Digital or mobile resource: Audiobooks of Never Split the Difference by Chris Voss and Straight Line Selling by Jordan Belfort—especially the chapter on tonality.

Book recommendation: See above—both negotiation-focused books sharpened his deal-making and communication skills.

Daily habit: Time blocks his calendar by company and task type—green for money-making, yellow for future growth, and red for low-value or delegatable items.

#1 insight for creative financing or deal structures: Focus on the deal, then the debt, and finally the equity—ask: “How do I buy it? How do I never lose it?”

Favorite restaurant in Texas: Roy Hutchin’s Barbeque

• Follow Christian’s content on YouTube: Multifamily Strategy

• Explore creative finance and JV strategies through his mentorship

• Reframe your capital-raising approach using the Deal → Debt → Equity method

Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

Brian Alfaro is the Director of Investor Relations at Headway Capital, a Houston-based private equity firm managing over $500 million in assets. With a background in the restaurant industry, Brian transitioned into real estate in 2017, starting in single-family investing before moving into multifamily. Today, he specializes in building investor relationships and raising capital for large-scale multifamily projects.

Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket.

• Transitioned from single-family to multifamily investing after realizing the scale and sophistication better aligned with his goals.

• Investor relations is a long-term game focused on education, trust-building, and communication.

• Effective capital raising is more about listening to investor needs than pushing returns.

• Investors should ask more questions about risk, not just returns.

• Strong communication and transparency are crucial when working with passive investors.

From Restaurants to Real Estate

• 17-year background in restaurant operations before entering real estate in 2017.

• Started with the BRRRR strategy, but found single-family investing misaligned with his personality and long-term vision.

Making the Jump to Multifamily

• Joined a multifamily mentorship in 2020 to scale smarter.

• Chose capital raising as his focus area, learning to nurture and educate investors.

Why Multifamily Made More Sense

• Single-family was labor-intensive with low cash flow margins.

• Multifamily offered more scalability, better team collaboration, and higher ROI potential.

• Appreciated the abundance mindset and collaboration in multifamily circles compared to the scarcity mindset in single-family spaces.

Investor Relations Demystified

• Focused on helping investors feel confident and informed through steady communication and trust-building.

• Building “know, like, trust” takes time—rarely an overnight process.

• Education-first mindset; avoids industry jargon to reduce confusion.

Top Questions LPs Should Be Asking

• Investors often ask about returns but rarely probe into risks or past challenges.

• Brian encourages asking about capital calls, past losses, and how operators handled them.

• Transparency and accountability are key indicators of a trustworthy sponsor.

Mistakes New Capital Raisers Make

• Being too transactional or too numbers-focused instead of building genuine relationships.

• Failing to understand investor goals—listening is more powerful than selling.

• Good investor relations = solving problems, not pitching products.

📢 Announcement: Learn about our Apartment Investing Mastermind here.

Failure that led to success: Losing $5,000 on a non-refundable earnest money deposit in his first wholesale deal taught Brian to take calculated risks and commit when the fundamentals check out.

Digital or mobile resource: LinkedIn is a powerful platform for networking and staying up to date in the multifamily space. It’s where Brian builds and nurtures investor relationships daily.

Book recommendation: The 7 Habits of Highly Effective People by Stephen Covey – a foundational book Brian rereads to stay focused, grounded, and growth-minded.

Daily habit: Working out is Brian’s way to reset and stay mentally sharp—especially helpful as a new dad balancing entrepreneurship and family life.

#1 insight for being effective in investor relations: Be an active listener. Don’t listen just to respond—listen to understand and guide the investor accordingly.

Favorite restaurant in Houston, TX: Mala Sichuan Bistro.

• Learn more about Brian and his firm at HeadwayInvestment.com

• Connect with Brian on LinkedIn

Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

Jonathan Nichols is a real estate investor and co-founder of Apogee Capital, based in the Dallas-Fort Worth metroplex. Formerly an aerospace engineer, Jonathan transitioned into multifamily real estate in 2019 and has since acquired eight multifamily properties and one self-storage facility totaling 1,000 units. He brings an analytical, systems-based approach to acquisitions and asset management, leveraging his engineering background to scale strategically in Texas and Oklahoma.

Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket.

• Transitioning from aerospace engineering to full-time real estate investor was driven by a desire for entrepreneurship and dissatisfaction with corporate ceilings.

• Strategic scaling includes focusing on one area of real estate—acquisitions, capital raising, or asset management—before trying to juggle all three.

• Jonathan emphasizes using project-based virtual help and the “Buy Back Your Time” principle to grow the business efficiently.

• His current investment focus is on B-class multifamily properties in both primary and tertiary Texas and Oklahoma markets.

• Jonathan believes in leveraging partnerships, staying lean, and maximizing operational efficiency over aggressive expansion.

From Aerospace to Real Estate

• Passion for entrepreneurship and systems-thinking led Jonathan to real estate.

• His corporate experience built a solid foundation for data-driven decision-making and risk management.

The Launch of Apogee Capital

• Started with single-family investing before moving into multifamily.

• Made the full-time leap after successfully completing two major deals and having a third under contract.

Making the Jump from W-2 to Full-Time Investing

• Used a “point of no return” analogy to describe the moment he had to commit fully.

• Recommended having proof of concept and income before making the transition.

• Encourages consulting mentors and a trusted circle before leaving a day job.

Time Management and Scaling Up

• Leveraging tools like the Buy Back Your Time method to maximize productivity.

• Hiring project-based VAs for tasks like web design helped free up his bandwidth.

• Delegating wisely and tracking what truly moves the needle is critical to long-term success.

Market Shifts and Strategy Adjustments

• Previously focused on Oklahoma and other tertiary markets due to DFW competition.

• Now sees Dallas as a market ready for reentry due to softening rents and increased vacancies.

• Transitioning from C-class to B-class assets to reduce CapEx risk and improve asset quality.

Structure and Operations

• Jonathan and his wife divide duties: he focuses on acquisitions; she handles asset management.

• Portfolio ranges from 75 to 170 units, with a preference for properties large enough to support full on-site teams.

• Long-term vision includes vertical integration but currently partners with third-party managers.

📢 Announcement: Learn about our Apartment Investing Mastermind here.

• Failure that led to success: An early live-in flip during COVID taught Jonathan the importance of budgeting to outsource renovation tasks and avoiding DIY overload.

• Digital or mobile resource: For passive investors: a free masterclass on ApogeeMFC.com. For active investors: podcasts and mentorships for guided support.

• Book recommendation: Buy Back Your Time – a game-changing book on reclaiming hours and structuring your schedule for maximum fulfillment.

• Daily habit: Morning workouts, especially endurance training, help him start the day focused and energized.

• #1 insight for scaling in multifamily: Treat real estate as three distinct businesses—acquisitions, capital raising, and asset management—and focus on the one where you excel.

• Favorite restaurant in Dallas, TX: Tandoor.

• Learn more about Jonathan and his work at ApogeeMFC.com

• Explore Apogee’s masterclass for passive investors

• Check out the book Buy Back Your Time if you’re serious about growth and time management

Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

For this special 700th episode of Multifamily Insights, we’re doing something a little different! Instead of me interviewing a guest, I’m sharing an episode where I was the guest on The Mark Faris Experience. In this conversation, I dive into my journey into multifamily investing, how I built my platform, and the key lessons I’ve learned along the way. Tune in to hear my thoughts on mindset, scaling a business, and finding success in real estate investing.

Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket.

• Building relationships is key to securing multifamily investment opportunities.

• Marketing and branding play a crucial role in attracting investors.

• Understanding market fundamentals helps in identifying the right investment opportunities.

• Syndication allows investors to scale faster by leveraging partnerships.

• Success in real estate comes from consistency, persistence, and learning from failure

• How John’s marketing background gave him an edge in real estate investing.

• The importance of branding and storytelling in raising capital.

• How syndication allows investors to scale their portfolios.

• The key components of a successful syndication deal.

• Common challenges investors face when raising capital.

• What makes a market attractive for multifamily investing.

• Key indicators to analyze when selecting a location.

• How to build relationships with brokers and property managers.

• The biggest mistakes John made and what he learned.

• How to structure deals that benefit both investors and operators.

• The importance of networking and partnerships in multifamily investing.

📢 Announcement: Learn about our Apartment Investing Mastermind here.

Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

Lior Dolinski is the co-founder of Agora, a technology company specializing in AI-driven marketing solutions for the real estate industry. His expertise lies in leveraging technology and AI to create automations that enhance the investor experience. 

Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket.

Key Takeaways:

• AI-driven marketing is revolutionizing lead generation and conversion in real estate.

• Automation helps businesses optimize marketing spend and improve efficiency.

• Understanding data analytics is crucial for effective digital marketing strategies.

• Personalization and segmentation increase engagement and conversion rates.

• The right AI tools can simplify complex marketing processes and improve ROI.

Topics:

The Role of AI in Marketing

• How AI is transforming digital marketing strategies.

• The importance of automation in streamlining marketing efforts.

• Benefits of AI-driven lead generation and conversion optimization.

Data-Driven Decision Making

• Why data analytics is essential for effective marketing campaigns.

• How to leverage data for better targeting and audience segmentation.

• Real-world examples of businesses succeeding with AI-powered marketing.

Personalization and Customer Engagement

• The impact of personalized marketing on customer experience.

• How AI enables businesses to tailor messaging for different audience segments.

• Strategies to improve customer engagement and retention through automation.

Scaling Marketing Efforts with AI

• The role of AI in scaling marketing campaigns efficiently.

• How automation reduces marketing costs while improving results.

• Key AI tools and technologies for optimizing marketing performance.

📢 Announcement: Learn about our Apartment Investing Mastermind here.

Round of Insights:

• Failure that led to success: Lior shares a challenging moment in his career and how it shaped his approach to business.

• Digital resource: Recommended AI-powered marketing tools for optimizing campaigns.

• Book recommendation: The Bezos Letters by Steve Anderson.

• Daily habit: A routine that keeps Lior productive and focused.

• #1 Insight for incorporating technology into your multifamily business: If you’re not using technology today, you’re losing, think about easy to use functional tools.

• Favorite restaurant in Tel Aviv, Israel: Vitrina.

Next Steps:

• Learn more about Agora and how AI-driven marketing can improve business efficiency.

• Connect with Lior Dolinski via LinkedIn or his company Agora’s website.

• Explore AI tools for marketing automation and lead generation.

Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

Ashley Kehr is a real estate investor, educator, and co-host of the BiggerPockets Real Estate Rookie podcast. She started her investing journey in 2014 and has since built a portfolio of over 40 units across residential and commercial properties. Ashley is the author of Real Estate Rookie: 90 Days to Your First Investment and co-author of Real Estate Partnerships, guiding new investors on how to build and scale through strategic collaborations.

Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket.

Key Takeaways:

• Real estate investing allows for flexibility, but success requires systems and processes.

• Partnering with trusted individuals can accelerate portfolio growth.

• Living below your means early on provides freedom to take investment risks.

• Scaling too fast without proper infrastructure can create major stress.

• Investing should align with personal lifestyle and long-term goals—not just unit counts.

Topics:

From Accounting to Real Estate

• Left her accounting career after realizing it wasn’t the right fit.

• Took an unexpected opportunity to manage a 40-unit apartment complex.

• Learned property management through hands-on experience, growing to 80 units.

Building a Real Estate Portfolio

• Partnered with a childhood friend’s son for her first duplex investment.

• Focused on buying small, manageable properties before scaling up.

• Expanded her portfolio to over 30 units while managing properties full-time.

Lessons in Scaling and Outsourcing

• Realized she was doing too much alone and needed better delegation.

• Experimented with third-party property management, which led to major challenges.

• Brought management back in-house using virtual assistants and improved processes.

Aligning Investing with Lifestyle Goals

• Initially hustled hard but later shifted focus to more time with family.

• Prefers a “small but mighty” portfolio over constant expansion.

• Invests strategically in flips and select buy-and-hold properties.

📢 Announcement: Learn about our Apartment Investing Mastermind here.

Round of Insights:

• Failure that led to success: Focused too much on unit count and scaled too fast, leading to stress and restructuring.

• Digital resource: Monarch Money for managing personal finances and investments.

• Book recommendation: Hug Your Haters by Jay Baer—teaches effective customer service and tenant communication.

• Daily habit: No strict routine—values flexibility and doing what feels right each day.

• #1 Insight for creating systems to scale: Use SOP tools like Loom and Tango to document tasks and simplify outsourcing. Favorite restaurant in East Aurora, NY: Bar-Bill Tavern.

Next Steps:

• Follow Ashley on Instagram: @WealthFromRentals.

• Check out her YouTube channel: Real Estate Rookie.

• Listen to the BiggerPockets Real Estate Rookie podcast for beginner-friendly investing advice.

Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

Peter Murphy Lewis is a seasoned marketing strategist with over 20 years of experience helping businesses scale through data-driven systems. As the CEO of Strategic Pete, he specializes in creating marketing frameworks that turn leads into loyal clients. With a background spanning SaaS, fintech, healthcare, and even zoos, Peter has a unique approach to cross-industry marketing strategies.

Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket.

• A strong brand is more important than a big marketing budget—word of mouth is key.

• AI and attribution are major disruptors in marketing, forcing businesses to rethink strategies.

• LinkedIn is an underutilized platform for organic reach and networking.

• Solo entrepreneurs should focus on one or two platforms instead of spreading themselves thin.

• Tracking simple, actionable metrics is crucial for adapting to market shifts.

Building a Strong Brand vs. Relying on Ads

• A brand is what people say about you when you're not in the room.

• Big budgets can amplify a message, but a great reputation and service will sustain a business.

• The shift toward organic engagement on platforms like LinkedIn.

Marketing Challenges and AI Disruption

• AI is reshaping marketing, creating efficiency but reducing personal touch.

• Attribution is harder than ever, making it difficult to track what really drives conversions.

• Small businesses with strong brands are competing better against larger firms with big ad budgets.

Optimizing Marketing for Small Businesses

• Focus on one or two platforms where your audience is most active.

• LinkedIn is ideal for professionals, investors, and B2B connections.

• SEO has changed—it’s no longer as effective as it was two years ago.

• Use interns and growth communities to expand reach with limited budgets.

How to Identify and Adapt to Market Disruptions

• Set up a simple scorecard to track engagement, website visits, and conversions.

• Stick with marketing strategies for at least three months before pivoting.

• Surround yourself with smart people who offer valuable insights without trying to sell you something.

📢 Announcement: Learn about our Apartment Investing Mastermind here.

• Failure that led to success: Was rejected from an elite Oxford exchange program for being “too arrogant,” which taught him humility and self-awareness.

• Digital resource: Breakcold, CopyClub, Rhodium Network, Dynamite Circle.

• Book recommendation: The 5 Love Languages by Gary Chapman—helps with communication in business and life.

• Daily habit: Focuses on being the most helpful person in every room.

• #1 Insight for marketing in today’s environment: If you’re the most helpful person in the room, you’ll always be successful.

• Favorite place to grab a bite in Wichita, KS: Tanganyika Wildlife Park’s restaurant.

• Connect with Peter on LinkedIn (Peter Murphy Lewis).

• Visit his website: Strategic Pete to see his marketing playbook in action.

• Explore resources like Growth Mentor and Copy Club for expert insights.

Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.