Passive Real Estate Strategies: Investing in Syndications and Funds

Neal Bawa is a technologist who is universally known in the real estate circles as the Mad Scientist of Multifamily. He’s a data guru, one of the most in-demand speakers in the topic of investing and multifamily investing, and host of Multifamily University.

Timestamps
[00:36] Intro
[01:59] Neals take on the multi-family bubble; and why he feels it's nowhere close to bursting
[04:02] Neal talks about the big driver of  NOI being stagnant or decreasing
[07:50] Cass C renters properties
[09:39] Neal’s strategy when picking which property class to buy in various markets
[12:21] What’s really the greatest threat to the multi family niche?
[16:53] Observing both sides when the interest rates are high due to a recession in the economy
[20:00] Reasons why Neals is focused on investing in the multi-family space
[21:53] The value of patience. How being patient helps Neal to find properties at a lower price in specific markets
[22:35] How Neal manages to stay active even when he’s waiting and searching for the ideal  properties at the good prices

• 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 Neal Bawa;

Linkedin; https://www.linkedin.com/in/neal-bawa/ 

Website; https://multifamilyu.com/ 

Twitter; https://twitter.com/nealbawa

Lending can make or break your investment. When great investors seem to time the markets, they’re really using data and information to make great investing decisions. In today’s episode, learn how the #1 mortgage producer advises her clients to stay ahead of the lending and economic curve.

Timestamps
[00:38] Intro
[02:14] Getting to understand rates from Nicole’s perspective
[03:50] Volatility in interest rates
[06:21] Nicole provides insight into how the Fed tackles inflation
[08:28] Buying homes in a market characterized by volatility in rates and increasing prices
[10:23] Nicole’s experience on working with new investors; and how they are adapting to the changing market
[12:54] Why long time investors are hesitant to invest in the current market 
[15:15] How Nicole stays updated on the market and economy
[17:09] Connecting with Nicole, so you too can stay updated
[18:28] Nicole's opinion on fixed vs adjustable rates

• 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 Nicole Rueth;

Website; https://www.theruethteam.com/nicole-rueth/ 

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

Just like working your muscles at the gym, you can train your brain to unlock more potential and achieve success. Learn how Rich has taught over 64,000 investors how to take steps to achieve their investing, and personal goals.

Timestamps
[00:28] Intro
[02:01] Rich narrates his story; the path he’s taken to lead him to where he is today
[06:52]The technique Rich has been using since he was Business School (And which he still applies in his coaching practice) i.e The future self exercise
[11:16] Learning how to visualize and converse with your future self
[12:03] Rich shares steps to take if one is interested in consistently practicing his method
[13:29] Diving into Rich’s book “The wise investor”  and what investors can learn from it
[15:22] Learning through storytelling
[16:45] Rich tells why he chose to write his book in form of a story
[18:27] The main investing areas that “The wise investor” focuses on

• 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 Rich Fettke;

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

Website;  https://realwealth.com/about/rich-fettke/ 

Company;https://realwealth.com/ 

The wise investor; https://www.amazon.com/Wise-Investor-Parable-Creating-Financial-ebook/dp/B09Y3P465L 

Accelerate your investing journey by maximizing and systematically improving your networking skills with tips from this episode.

Timestamps
[00:27] Intro
[01:53] Taylors take on networking alongside activities he has seen success with
[03:06] A strategy on how to pick networking events
[04:16] Following up with individuals you previously connected with
[06:30] Benefits of having traits that help you stand out as a person
[07:14] The dos and don'ts when networking with people in an event
[09:05] Accurately translating the signs during communication; e.g fast or delayed response
[10:25] The value of being intentional and authentic when networking
[12:31] Taylor talks about his podcast and how it has influenced his investing journey
[14:53] Taylor shares more about their investment company; passiveinvesting.com 
[17:47] Taylor talks about the assets they focus on in the Multi Family space
[18:17] The kind of investors Taylor and his team serve the most

• 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 Taylor Cu;

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

Company; https://www.passiveinvesting.com/ 

Instagram; https://www.instagram.com/taylor_cu/

Telephone; (925) 998-4205.

Learn how investors are not only getting access to large deals (with large minimum investments) sometimes with a small amount of cash & diluting their risk with Tribevesting.

Timestamps
[00:42] Intro
[01:57] Travis talks about Tribevest; What it’s about and the motivation behind its creation [04:05] How Tribevest helps investors in syndication, i.e Especially in scenarios where the money required to invest in a deal is not enough 
[06:12] The real value of a tribe in pulling resources together
[07:46] The best indicators for an avatar looking to go the Tribevest route
[09:31] Tips on how an investor can build a great tribe
[11:56]  What investors should focus on during the planning stage
[14:50] Travis highlights the benefits of investing as a tribe

• 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 Travis Smith;

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

Website: https://www.tribevest.com/podcast-partner/

From NFL Linebacker, to managing a billion dollar portfolio, today’s guest, Yannik COOJOE VIRGIL has perfected the art of due diligence through trial and error, and is on today to help you avoid some of the mistakes he has made in the past.  

Timestamps
[00:48] Intro
[02:06] Yannik explains why he got into Real Estate after a sudden end to his NFL career
[05:01] Yannik’s role in  Maryland acquisitions
[05:49] Assets Yannik likes to buy
[06:10] Experience is certainly the best teacher when it comes to Real estate. How Yannick’s experience in asset management has helped him in prosper his business
[07:18] The two phases of Due Diligence
[08:49] Checkpoints to mark when evaluating, alongside the red flags Yannick keeps an eye out for when buying properties
[10:18] Yannik’s strategy when picking rent rolls
[11:49] Stressing on the value of due diligence as a skill when inspecting properties
[14:02] What’s the next step after a property qualifies? 
[15:05] Going through the insides of the units as well as the outside 
[17:29] Yannik’s first Real Estate deal
[19:22] Tough but important lessons that Yannik learnt from his first deal

• 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 Yannik Cudjoe;

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

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

Scaling with 4-plexes is often a great way for investors to take down more units, and acquire properties with more operational efficiencies. Learn why Steve and his team chose this niche and what to expect when running one or multiple 4-plex investments.

Timestamps
[01:05] Introduction
[01:45] Steve's background and investing history
[04:30] The pros and the downsides of the fourplex side of investing
[09:12] The logistics of investing in fourplex communities
[10:19] Scaling and management
[12:28] Why the build to rent is better and has been successful for Steve's company
[14:35] How labor cost, material shortages and supply chain issues have impacted the build to rent market
[18:17] The cost of running fourplexes
[19:41] The situation with the taxes when investing in fourplexes 
[21:07] What to expect in an inspection by tax specialists in order to get the tax benefits
[22:44] Changes in the market today. What fourplexes have done differently to keep up with the changes
[24:43] Stickiness of tenants in the rentals
[25:35] Mistakes investors make while purchasing their first multifamily weather duplex or fourplex
[26:39] Steve gives references of where he finds reliable data for his type of metrics

• 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 Steve Olson;

Website - https://www.fig.us/ 

In this episode, learn about Ryan’s investment journey and why he believes mobile home parks and self storage will be the top asset class very soon.

Timestamps
[01:07]  Introduction
[01:40]  Ryans background and investing history 
[04:45]  The draw that made Ryan go for mobile home parks and self storage. 
[07:28]  Features that are pushing  mobile homes and self storage to that number one spot
[10:08]  The tax scene as a mobile home parks investor; Without incentives from other parties like the government. 
[13:24]  Ryan’s strategy for helping his clients invest better with their assets. 
[15:37]  The future of home parks
[18:00]  Ryan discusses buying in different markets
[18:56]  Common underwriting  mistakes investors  are making in the  mobile home parks space
[22:38]  Tasks that new investors should spend most of their time on in the beginning stages 

• 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 Ryan Smith; 

Call -  (407) 602-7662

Website - https://elevationfund.com/ 

Timestamps
[01:40] Intro
[01:44] Nicks Bio and investing history
[03:11] As an investor since before 2008 Nick feels that he has a better understanding of what happened before and what could potentially happen moving forward in the Real Estate
[03:43] Nick explains what he  means when he talks about  “being the bank”
[05:39] Seller financing
[07:03] Nick shares the various Real Estate investment types that  are  perfect candidates to be the bank
[08:29] Nick explains why banks always get paid
[10:21] How Nick is able to navigate his transaction deals with lower to no risks and still get cash flow
[13:19] Why the  seller financing model is a lucrative idea
[16:04] The seller finance model and its applications when it comes to risk mitigation and doing background checks 
[22:42] Nick suggests that the key to his model is taking advantage of the velocity and urges beginners  to focus on risk mitigation for their first notes
[25:18] The tax side of being a real estate investor and how those benefits work in Notes
[27:15 - 29:49] Nick Advices anyone who wants to venture into Private money lending about what they need to pay attention to and the advantages of working with a hard money lender

• 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 Nick Legamaro; 

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

Website - https://usanotepro.com/ 

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

Facebook group - https://www.facebook.com/groups/creativedealmaker 

Today’s guest, Jack Krupey, talks about extending your tax benefits to the max by ditching REITs, and in his case, even moving out of the country

Timestamps
[00:30]  Intro
[02:07] Jack’s bio
[04:16] The tax benefits of investing in Puerto Rico
[05:38] The structure of Jack’s funding model 
[07:05] Jack explains the difference between REITs vs private funding
[09:25] How Jack’s company handles various investors via pre-paying for deals
[10:45] A lesson on partnerships 
[11:26] Why Jack prefers working in the accredited investor space
[12:53] More tidbits on how to save taxes plus benefits
[15:04] Jack’s advice to investors in regards to financial advisors

• 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 Jack Krupey

Website - https://jkaminvestments.com/

Facebook- https://www.facebook.com/jkaminvestments/ 

Linkedin - https://www.linkedin.com/company/jkaminvestments/