Passive Real Estate Strategies: Investing in Syndications and Funds

Ken Wimberly, Ken is the founder and visionary behind Legacy of Love and KW Net Lease Advisors a CRE brokerage in Fort Worth, TX. And, founding member of Laundry Luv, a chain of laundromats with the mission to educate, equip, and inspire those in the communities they serve.

Timestamps
[00:25] Intro
[01:39] Ken’s entry into the laundry business
[06:37] The Laundry Luv; how Ken and his team run business differently from the rest
[09:16]  How and where does Ken’s business have a competitive advantage?
[09:59] Cost-saving strategies that Laundry Luv leverages
[11:48] Metrics to observe when deciding the perfect location for a laundromat (or quite frankly, any business)
[13:17] An approach you can take for ensuring your environment is favorable 
[14:10] Ken’s due diligence checklist 
[16:40] What’s in store for Ken’s future? Listen in as he shares his vision for a laundry empire as well as his side hustles

• Download our free ebook, The Definitive Guide To Passive Real Estate Strategies: https://www.thedefinitiveguidebook.com/  
  
  
• Signup for our weekly newsletter where we filter the best stories and cover the most important topics for passive investors: https://www.arealminvestor.com/highlights 
  
  
• If you like our content, please give us a rating on the platform you’re listening on!
   
• Get in touch: [email protected] and let me know what topics you’d like me to cover or what guests I should have on. 
  
  
• Check out our multifamily syndication group: https://www.arealminvestor.com/
   
• Want to invest with us? Schedule a brief call here: https://calendly.com/justin-732/investor-call

Connect with Ken Wimberly;

Website - https://www.laundryluv.com/ 

Linkedin - https://www.linkedin.com/in/kenwimberlyccim/ 

App        - https://legacyjournal.app/ 

Email     - [email protected]

Sachin Jhangiani is co-founder of digital real estate investment platform Elevate.Money. He was recently featured on CNBC Select discussing REITs and has over two decades on Wall Street.

Sach has a passion for increasing financial literacy and bringing the potential stability of real estate to modern investors. 

Sach co-founded Elevate.Money to open up once exclusive real estate opportunities to all investors of all financial levels.

Timestamps
[00:39] Intro
[02:03] Problems that Elevate money solves
[05:08] Sachin explains why a real estate investment trust works for him; Alongside how his team helps investors, ultimately getting a better return on money
[07:08] Managing client assets, alongside educating customers on how to best judge a property
[09:43] The benefits of investing in REITs 
[12:22] Sanchin’s experience on wall street; and how that later influenced him in helping people build wealth 
[15:47] Sanchin talks about REITs and Liquidity
[19:30] Sanchin view on picking the right REITs, and the difference between publicly traded REITs  and non-publicly traded REITs

• Download our free ebook, The Definitive Guide To Passive Real Estate Strategies: https://www.thedefinitiveguidebook.com/  
  
  
• Signup for our weekly newsletter where we filter the best stories and cover the most important topics for passive investors: https://www.arealminvestor.com/highlights 
  
  
• If you like our content, please give us a rating on the platform you’re listening on!
   
• Get in touch: [email protected] and let me know what topics you’d like me to cover or what guests I should have on. 
  
  
• Check out our multifamily syndication group: https://www.arealminvestor.com/
   
• Want to invest with us? Schedule a brief call here: https://calendly.com/justin-732/investor-call

Connect with Sachin Jhangiani ;

Linkedin; https://www.linkedin.com/in/sachin-jhangiani-09132710/ 

Company Website; https://www.elevate.money/ 

From Active To Passive Investing, Bradley has been around the real estate game for quite some time. Learn how he dug up the conventional investment wisdom and decided that real estate was one of the best ways to build true financial freedom.

Timestamps
[01:21] Intro
[02:42] Exploring Brad’s journey. From his experiences as a passive investor to his perspective and insights working as an active investor
[05:10] Why Brad favours Commercial Real Estate
[05:40] Brad talks about his investment in a 351 unit class A asset in Houston
[08:47] Why investors shouldn’t hold back or be afraid of taking risks in their practice
[12:11] Tips to help you out when planning your investment goals
[13:52] Discipline in your investments and the value of reinvesting your returns
[14:24] Why it is important to have cash flowing assets 
[19:48] The types of multifamily markets and assets Brad’s team focuses on 
[21:44] More insight into how Symphony Capital Group goes about their investment activities

• Download our free ebook, The Definitive Guide To Passive Real Estate Strategies: https://www.thedefinitiveguidebook.com/  
  
  
• Signup for our weekly newsletter where we filter the best stories and cover the most important topics for passive investors: https://www.arealminvestor.com/highlights 
  
  
• If you like our content, please give us a rating on the platform you’re listening on!
   
• Get in touch: [email protected] and let me know what topics you’d like me to cover or what guests I should have on. 
  
  
• Check out our multifamily syndication group: https://www.arealminvestor.com/
   
• Want to invest with us? Schedule a brief call here: https://calendly.com/justin-732/investor-call

Connect with Brad Kirschbaum;

Linkedin; https://www.linkedin.com/in/bradleykirschbaum/ 

Website; https://www.symphonycapitalgroup.com/

Facebook; https://www.facebook.com/SymphonyCapitalGroup 

Learn how Jennifer and her family experience true freedom by reverse engineering their investment strategies. 

Timestamps
[00:23]  Intro
[02:03] Jennifer's journey and investing history
[05:18] Making investment decisions to achieve financial freedom
[06:21] Why underwriting is the most important skill set an investor can have
[10:36] The future of underwriting and Jennifer’s underwriting strategies to adopt to the current markets (in order to be safe)
[15:00] Why Jennifer she favours  location diversification
[16:34] Tips on building a successful out of state portfolio
[21:19] Jennifer's vetting process during  her property management project management selection; Listen in as she shares her “35 questions to ask property manager” method

• Download our free ebook, The Definitive Guide To Passive Real Estate Strategies: https://www.thedefinitiveguidebook.com/  
  
  
• Signup for our weekly newsletter where we filter the best stories and cover the most important topics for passive investors: https://www.arealminvestor.com/highlights 
  
  
• If you like our content, please give us a rating on the platform you’re listening on!
   
• Get in touch: [email protected] and let me know what topics you’d like me to cover or what guests I should have on. 
  
  
• Check out our multifamily syndication group: https://www.arealminvestor.com/
   
• Want to invest with us? Schedule a brief call here: https://calendly.com/justin-732/investor-call

Connect with Jennifer Beadles;

Linkedin; https://www.linkedin.com/in/jennifer-beadles/ 

Website; https://addictedtoroi.com/ 

Today’s guest, Frank Furman, is one of the founders of PadSplit. Learn how Frank helps investors double their yield while also increasing their social returns.

Timestamps
[00:27] Introduction
[01:19] Frank talks about his marketplace platform[PadSplit]; what they do and the problems they solve
[04:01] The niche that Frank's team serves
[04:15] Funds that PadSplit rolls out to support and motivate it’s investors
[07:02] Frank compares the returns while renting in shared space vs a whole home
[07:35] Tidbits on how you can pick the right neighbourhood when purchasing rental assets
[11:23] Frank’s solution to affordable housing crisis in communities that have a big pool of existing renters
[12:44] Risks involved in providing solutions to affordable housing
[14:57] Frank shares more on their assets; their strategy when picking places
[16:15] Frank’s experience when underwriting deals and taking out loans

• Download our free ebook, The Definitive Guide To Passive Real Estate Strategies: https://www.thedefinitiveguidebook.com/  
  
  
• Signup for our weekly newsletter where we filter the best stories and cover the most important topics for passive investors: https://www.arealminvestor.com/highlights 
  
  
• If you like our content, please give us a rating on the platform you’re listening on!
   
• Get in touch: [email protected] and let me know what topics you’d like me to cover or what guests I should have on. 
  
  
• Check out our multifamily syndication group: https://www.arealminvestor.com/
   
• Want to invest with us? Schedule a brief call here: https://calendly.com/justin-732/investor-call

Connect with Frank Furman;

Linkedin; https://www.linkedin.com/in/frank-furman-4b70b353/ 

Website; https://www.padsplit.com/ 

Email;  [email protected] 

Daniel is an author, Forbes contributor, podcast host and owner of Quest Education. His mission is to help people take control over their finances and change their lives for the better. Learn how investors are taking control of their retirement accounts while avoiding penalties and taxes to invest in higher-yield assets.

Timestamps
[00:43] Intro
[01:39] Recalling Daniel’s journey; How he ended up in the alternative investment space
[04:35] Accessing  money stored in the IRA/401ks; having control of your money without having to wait till retirement age
[06:51] Qualifications to have in order to have access to the money in a 401k
[09:35] Insights on how you can access money that’s in your retirement account (penalty and tax-free!)
[10:41] Leveraging your retirement account to invest in the Real Estate arena
[12:21] Fees to expect when an investor or business owner with an IRA/401K account wishes to liquidate the money
[16:09] Policy and law; How changing them can affect the retirement accounts

• Download our free ebook, The Definitive Guide To Passive Real Estate Strategies: https://www.thedefinitiveguidebook.com/  
  
  
• Signup for our weekly newsletter where we filter the best stories and cover the most important topics for passive investors: https://www.arealminvestor.com/highlights 
  
  
• If you like our content, please give us a rating on the platform you’re listening on!
   
• Get in touch: [email protected] and let me know what topics you’d like me to cover or what guests I should have on. 
  
  
• Check out our multifamily syndication group: https://www.arealminvestor.com/
   
• Want to invest with us? Schedule a brief call here: https://calendly.com/justin-732/investor-call

Connect with Daniel Blue;

Website; https://www.danielblue.me/ 

Linkedin; https://www.linkedin.com/in/daniel-blue-5b1339113/ 

Grant is the founder & president of Three Oaks Wealth, a fee-only financial planning firm working with small business owners, medical professionals, and those entering retirement.  

He’s a certified financial planner who helps these professionals get the most out of their money. He also writes the blog Above the Canopy and hosts popular podcast, Grow Money Business.

Timestamps
[00:27] Intro
[01:31] Problems that Gland and his group at Three Oaks Wealth solve
[03:08] The types of businesses Gland works with 
[04:11] Find out what business owners get wrong when building wealth
[06:29] The biggest tax saving opportunities business owners can consider, i.e the strategic use of a qualified retirement plan
[09:01] Two types of contributions in a 401k plan and the different types of tax strategies
[12:25] When’s the right time to pay taxes?
[15:58] Alternative investments; How real estate investing can fits into the portfolio of a business owner

• Download our free ebook, The Definitive Guide To Passive Real Estate Strategies: https://www.thedefinitiveguidebook.com/  
  
  
• Signup for our weekly newsletter where we filter the best stories and cover the most important topics for passive investors: https://www.arealminvestor.com/highlights 
  
  
• If you like our content, please give us a rating on the platform you’re listening on!
   
• Get in touch: [email protected] and let me know what topics you’d like me to cover or what guests I should have on. 
  
  
• Check out our multifamily syndication group: https://www.arealminvestor.com/
   
• Want to invest with us? Schedule a brief call here: https://calendly.com/justin-732/investor-call

Connect with Grant Bledsoe;

Website; https://www.threeoakswealth.com/ 

Linkedin; https://www.linkedin.com/in/grantbledsoe/ 

Learn from Christine’s mistakes during her first BRRRR and how she takes steps now to prevent them as she continues growing her portfolio.

Timestamps
[00:38] Intro
[02:05] Christine recalls her first deal horror story
[03:50] Details into how things went wrong for Christine’s deal 
[06:24] Christine’s experience with an incompetent contractor
[11:54] Lessons Christine learnt from her missteps on the property management side 
[12:32] Recalling an eviction process
[13:06] The condition of property after the eviction process
[13:37] Christine’s experience refinancing her first property
[16:55] What would christine do differently in a second property purchase? 
[17:56] Steps you can take to help you network better
[19:08] The importance of understanding the market really well before deciding to invest
[20:53] What Christine is currently focusing on
[21:13] Why Christine switched over to syndicating larger deals

• Download our free ebook, The Definitive Guide To Passive Real Estate Strategies: https://www.thedefinitiveguidebook.com/  
  
  
• Signup for our weekly newsletter where we filter the best stories and cover the most important topics for passive investors: https://www.arealminvestor.com/highlights 
  
  
• If you like our content, please give us a rating on the platform you’re listening on!
   
• Get in touch: [email protected] and let me know what topics you’d like me to cover or what guests I should have on. 
  
  
• Check out our multifamily syndication group: https://www.arealminvestor.com/
   
• Want to invest with us? Schedule a brief call here: https://calendly.com/justin-732/investor-call

Connect with Christine Hsu;

Linkedin; https://www.linkedin.com/in/christinewhsu/ 

Website; https://noblivest.com/ 

The 1031 Exchange often comes under fire from new country leadership, it’s an easy topic to get voters fired up about “going after the 1%”. Biden and his administration have revisited eliminating or limiting 1031 exchanges, and here’s what you can do about it. 

• Download our free ebook, The Definitive Guide To Passive Real Estate Strategies: https://www.thedefinitiveguidebook.com/  
  
  
• Signup for our weekly newsletter where we filter the best stories and cover the most important topics for passive investors: https://www.arealminvestor.com/highlights 
  
  
• If you like our content, please give us a rating on the platform you’re listening on!
   
• Get in touch: [email protected] and let me know what topics you’d like me to cover or what guests I should have on. 
  
  
• Check out our multifamily syndication group: https://www.arealminvestor.com/
   
• Want to invest with us? Schedule a brief call here: https://calendly.com/justin-732/investor-call

Syndications have become one of the most popular ways to build true passive income and for everyday investors to access large, leveraged returns like the top 1% only had access to up until recently. Learn about syndications and if they fit into your plan of building your portfolio. 

• Download our free ebook, The Definitive Guide To Passive Real Estate Strategies: https://www.thedefinitiveguidebook.com/  
  
  
• Signup for our weekly newsletter where we filter the best stories and cover the most important topics for passive investors: https://www.arealminvestor.com/highlights 
  
  
• If you like our content, please give us a rating on the platform you’re listening on!
   
• Get in touch: [email protected] and let me know what topics you’d like me to cover or what guests I should have on. 
  
  
• Check out our multifamily syndication group: https://www.arealminvestor.com/
   
• Want to invest with us? Schedule a brief call here: https://calendly.com/justin-732/investor-call