Passive Real Estate Strategies: Investing in Syndications and Funds

Understanding not just who your lender is, but how your lender gets paid, is key to securing great financing. Learn from Mark Ritter about why institutions alternative to big agencies are gaining traction.

Timestamps 

[00:29] Intro
[01:53] Mark talks about the Member Business Financial Services (MBFS)
[02:57] Understanding what a credit union is and what it offers
[05:41] The rates and terms and conditions when investors are borrowing money from the credit unions
[08:04] Fixed rate of loans
[09:23] The difference in the process when a first time investor is borrowing money from the credit union versus other agencies like Freddie or Fannie
[10:57] Mark explains the difference between his company and other agencies
[12:10] The Importance of investors understanding where their lenders get their money (as it often dictates the terms of your loan)
[14:23] Mark talks about the different credit unions they have for various markets
[15:41] Key requirements for first time investors when looking for credit union financing
[18:56] The best use of a credit union
[20:29] Where credit unions might not be the fit; some of the pitfalls of credit union lending

• 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 Mark Ritter;

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

Website; https://markritter.com/ 

In this episode, George talks about over-improving value-add properties, the progression of the value-add investor, and pivoting your value-add strategy.

Timestamps

[01:08] George’s investment experience
[01:47] George talks about his experience in Walnut Grove Homes
[03:26] How George’s analytic background has played part in his multi family journey
[05:23] The key difference between single family and multifamily
[06:32] Diversification in Real Estate investing
[08:00] Why George started out with the Value-add properties
[10:26] George shares more about his light value-add property in East Tennessee
[12:37] George’s strategy when advertising using Facebook ads 
[13:59] Value-add  experience and what investors should look out for 
[15:23] George talks about his first property, the mistakes he made and lessons learnt. 

• 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 George Roberts

Website  https://www.horizonmultifamily.com/ 

Linkedin https://www.linkedin.com/in/georgerobertsiii/

Learn how real estate investors, and even big brands like Gucci and JPMorgan are capitalizing on being early adopters of metaverse real estate investing

Timestamps

[00:37] Intro
[02:23] The definition of the metaverse in Kostas’ words
[03:42] Misconceptions about the Metaverse
[04:53] How to invest in the metaverse
[06:50] The different activities you can engage whilst in the metaverse e.g play games, go to work meetings, go shopping etc
[09:02] How to do research when looking for plot of land in the metaverse
[11:54] Location in the metaverse investing; The travel factor
[12:55] Advantages of being around where things are happening; A mall for instance
[13:57] Big notable brands that are establishing themselves in the metaverse
[15:14] Kostas’ advice to someone who's looking to invest in land in the metaverse
[16:00] Kostas shares more about  types of investments in the metaverse they have invested in (He recommends other ways  people can invest too)
[17:23] Websites to consider when conducting research for  land investments

• 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 Kostas Ketikidis;

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

Twitter; https://twitter.com/kostasketikidis 

Bouncing back is something all investors need to have the ability to do. Today, Mike talks to us about how he bounced back from 10 years in federal prison to become a nationally recognized speaker, author, and mentor.

Timestamps
[00:26] Intro
[01:47] Mike's Background and  investing history
[04:23] Mike’s investment troubles. How this led to a 10 year sentence in federal prison over wire fraud and mail fraud charges
[06:50] Tidbits from how Mike overcame his challenge.  And what investors going through similar obstacles can learn.  
[08:22] Mike narrates one of his defining moments
[09:09] The bounce back journey
[10:11] Mike’s current investment hustle
[11:29] The multi-family Real Estate niche, and why Mike is so passionate about it. 
[12:47] Mike talks about his book; Exit Plan
[15:01] Factors to look at when planning an exit strategy; Mike shares a great example on a deal he got in Dallas

• 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 Mike Morawski;

Website; https://mycoreintentions.com/ 

Free Ebook download; https://mycoreintentions.com/free/ 

Linkedin; https://www.linkedin.com/in/michael-morawski/ 

Twitter; https://twitter.com/MikeMorawski2

Learn how Randy Smith performs due diligence on operators and why he chose passively investing in apartment syndications as his preferred method of building financial freedom.

Timestamps
[00:32] Introduction
[01:52] Randy’s Real Estate journey that led him to passive investing
[06:11] Getting started. Randy’s initial deals
[07:17] Randy talks more about LP investing 
[09:07] The multifamily syndication, and Randy’s experience in the niche. 
[10:45] Advice to new investors looking to building trust with operators
[12:41] Wiring funds for the first time
[13:50] What a syndicator should be keen on when handling transactions 
[16:09] How Randy vets his potential syndicators
[18:30] Trusting the jockey with your real estate deals
[19:12] Advice to investors when looking for that 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 Randy Smith;

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

Website; https://www.impactequity.net/ 

In today’s episode, learn about Damion’s method of avoiding a 37% tax on your real estate investments when investing with select retirement accounts.

Timestamps

[00:46] Intro
[01:15] Damion’s Bio
[01:59] Damion’s investing history and what he's focusing on now
[04:15] The reason people do not have control of their money or retirement plan
[04:54] How to start taking control of your assets
[06:17] Why people should start caring about eQRP
[09:06] Damion shares the benefits of eQRP 
[11:08] Why eQRP is not a subject of everyday discussion as compared to other retirement accounts
[12:53] Putting your money in a retirement account and  tax deductions
[15:04] eQRP: How it’s a tax shelter that creates a tax-free environment for life versus retirement account for real estate
[16:47] Damion clarifies that his company is the only one that sets up eQRP
[19:31] Damion’s parting words 

• 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 Damion Lupo;

Website - https://damionlupo.com/ 

Website to get a copy of QRP Book  - https://book.eqrp.co/freeqrpbook/ 

Timestamps

[01:08] Introduction
[01:41] Dani’s background and investing history
[02:41] What led Dani to the phoenix - Arizona market
[04:24] What kind of real estate investments that Dani at simplydoit.net is involved with
[07:03] What the Cash Flow and returns in the nice A class properties looks like
[11:38] Dani explains the 15% return on investment and buying this types of properties for a long-term holding period
[13:38] How to investors can make sure to survive the next market crash when it happens and how to tell when to be active or conservative in different situations
[16:30] Lessons to be learnt from the most previous market crash and Dani’s opinion on the current priced out market
[18:44] Dani’s word of advice to investors on how to protect themselves against the next market crash “don't follow the herd” and the resilience factor

• 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 Dani Beit-Or

Website: https://simplydoit.net/dani-beit-or/ 

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

Twitter:  https://twitter.com/SimplyDoIt 

Linkedin: https://www.linkedin.com/in/danib/ 

Youtube: https://www.youtube.com/channel/UCKEHEXWq2C2HTNlP6t4QQdw 

Email: [email protected] 

The multifamily space can be intimidating, especially for newer investors. Today I sit down with Dan & Ray to discuss starting small, and scaling in this space.

Timestamps
[00:24] Intro
[01:29] What Dan and Ray focus on in the Real Estate space
[02:10] How Dan and Ray got into Multi family
[03:21] Ray talks about commercial lending. He also shares their experience working with lenders
[04:22] Dan continues about multiple tiers within commercial lending
[06:48] Focusing on value add
[08:37] Rays explains how they have seen the market and their returns change over time
[10:45] Dan and Ray’s strategy with the smaller multi-family properties
[12:38] Ray explains how they work with investors at their company
[13:43] How Dan and Ray’s Business has grown since they started way back in 2010 
[15:49] Ray shares more on steps they took to make their business a full time job 
[18:30] How and why finding the deal is more important than finding the money 

• 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 Dan and Ray

Podcast -https://podcasts.apple.com/us/podcast/real-estate-addicts/id1456305097 

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

Emails; [email protected] 

             [email protected] 

Learn the Hedge-Fund level off-market lead generation and acquisition techniques from Jason Palliser and how investors can do

Timestamps

[00:44] Intro
[01:26] Jason's Background and what he's doing today
[04:31] How Jason's company do their advertising (2 Day Blueprint)
[05:08] Jason shares some advertising techniques they teach their clients at his company
[06:11] How to use the various  advertising tools  for free and still get leads
[09:41] Hierarchy of techniques; Metrics that Jason and his team track
[13:24] Tips on how to stick out in your advertising technique
[17:27] Jason’s top ten sources for great leads
[18:43 Jason explains how their  operations map benefits the clients
[19:52] Jason's opinion on how the techniques have changed over the years in different markets
[22:50] How 2 Day Blueprint provides great value to the seller 
[26:33] The type of investors that can reach out to Jason 

• 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 Jason Palliser;

Linkedin; https://www.linkedin.com/in/jason-palliser-93213bb/ 

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

Email; [email protected] 

Tell phone; 3147493737

After having almost his entire conventional retirement strategy wiped out in a single life event, Chris discovered alternative investments and took a deep dive into ways he could rebuild 30+ years of capital lost, in just a few short years.

Timestamps
[00:42] Intro
[01:53] Chris’ bio and investing history
[04:11] Chris' thoughts on your employer matching on the  401k contributions
[07:01] Putting money in the 401k and it’s tax rate
[10:30] Everything alternative investments
[12:51] Other things in his Chris’ portfolio that he invests in
[14:42] Chris’ take on the future of “alternative investments” terminology
[16:39] What Chris does in the multi family space
[18:59] Chris provides tidbits from his book; Get off your ass  and manage your money

• 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 Chris;

Website- https://theprolificinvestor.net/ 

Amazon - https://www.amazon.com/Chris-Odegard/e/B09LZ7MLYL%3Fref=dbs_a_mng_rwt_scns_share