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Private Equity Profits episodes
- Ep 51: The Tremendous Value of Partnering with Private Equity + Getting the Tech Stack Right in your Portfolio Companies
Kelley Powell is CEO and partner of MacLaurin Group, a company providing technology operating partner services to portfolios of private equity companies. Supporting companies in growth and M&A activities, Kelley brings a unique experience from founder-led organization to multiple private equity-led cycles. Kelley is an avid mentor, angel investor, and chairwoman for the da Vinci Center for Innovation Angels Advisory Board at VCU. She’s also a board member of the Richmond chapter of the Association for Corporate Growth, and in 2020 was appointed by Governor Northam to serve as a member of the Virginia Council on Women.Top of Form
Listen to this insightful Private Equity Profit episode with Kelley Powell about finding out if and when private equity is the right plan for you.
Here are some of the beneficial topics covered on this week’s show:
- Beyond the highest bidder- when seeking a private equity investor, where do your values and company culture align? Be prepared to walk away from a great deal, if the alignment is not there.
- What do private equity firms look for when investing in other companies?
- What does it look like after you have brought a private equity investor on board? How do you learn to cede some of the control you once had?
- Setting expectations up front on what you want to accomplish together. Establish metrics for success.
- Looking at proven track records, portfolios, and CEOs of private equity firms as your due diligence.
- How does a technology operating partner relate to private equity?
Connect with Kelley:
https://kelleywpowell.com/
MacLaurinGroup.com
LinkedIn @kelleywpowell
Twitter @ke11eyp
Get Involved with Walk to End Alzheimer's
M&A Accelerator Program
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40 min - Ep 50: How to Make Money in Real Estate: The Importance of Cash Flow
As a successful investor, Derek Dombeck has surfed the ups and downs of the market since 2003. Derek’s expertise ranges from creative deal structuring, wholesaling, flipping, and land lording, to lending and investing throughout the years. He has been involved in thousands of transactions in his career; and what sets him apart is his love for people and their success.
Derek has an uncanny gift for problem solving and negotiating; and he enjoys using his gifts and knowledge to help people out, sometimes when they have nowhere else to turn. He puts together creative solutions for sellers that few other investors can, and with his team’s support, they always deliver.
Derek co-owns a private lending company called Best REI Funding, a real estate acquisition company and hosts three national mastermind groups called REI Circle of Trust. They also run an annual advanced strategies and networking event for real estate investors called Generations of Wealth Voyage (gowvoyage.com). Derek is dedicated to giving back to his community. He founded and ran the Central Wisconsin Real Estate Investors Association and later merged with WiscoREIA, based out of Wausau Wisconsin. There he coaches and teaches other real estate investors his keys to success.
Listen to this eye-opening Private Equity Profit episode with Derek Dombeck about the challenges and pitfalls of investing in real estate.
Here are some of the beneficial topics covered on this week’s show:
- The importance of cash flow in the real estate industry
- What mistakes investors make when seeking lending partners for real estate investments.
- The real estate market is overpriced, interest rates are going up. What can you do?
Get your Free Copy of Derek’s upcoming book by emailing Derek: [email protected]
Connect with Derek:
LinkedIn https://www.linkedin.com/in/derek-dombeck-0246b323/
Best REI Funding: https://bestreifunding.com/
Generations of Wealth: https://gowvoyage.com/
Circle of Trust: https://www.reicot.com/
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28 min - Ep 49: Multi-Family Real Estate Investing: Making Sense of Calculated Risks
Michael Episcope is principal of Origin Investments, co-chairs the Investment Committee and oversees investor relations, marketing, and company operations. Origin is in the top 1% of private real estate North America-focused fund managers by Preqin. Michael brings 25 years of investment and risk management experience to the company and believes that calculated risk-taking in inefficient markets is the key to building wealth. He regularly contributes to Forbes, Entrepreneur and Huff Post, as well as frequently speaks on real estate investment panels and podcasts.
After a 16-year trading career, rising through the ranks of the Chicago Mercantile Exchange, and twice named one of the top 100 traders in the world by Trader Monthly Magazine, Michael cashed in his chips and retired from trading in late 2005. His new focus was on managing the wealth he accumulated and enrolled in the Real Estate Master’s Program at DePaul University. Michael learned about the physical aspects of real estate in his youth as he helped his grandfather manage his apartment buildings on Chicago’s west side, so it was natural and comfortable that he returned to those roots.
In 2007, Michael and business partner, David Scherer, founded Origin Investments. In the 14 years since its inception, Origin has executed more than $2.3 billion in real estate transactions, with an average equity multiple of 2.4x, and has never produced a realized loss for any of their 1,400 investment partners. Origin’s team manages more than 5,000 multi-family units in 14 cities, across 8 states, giving their investors the peace of mind of stability in their returns because they aren’t reliant on any single market. Origin pride themselves on offering unparalleled service to their investors and their performance ranks them in the top 1% of private real estate North America-focused fund managers by Preqin, an independent provider of data on alternative investments.
Listen to this illuminating Private Equity Profit episode with Michael Episcope about real estate investment funds in multi-family units and how to take calculated risks while maximizing returns.
Here are some of the beneficial topics covered on this week’s show:
- What really is Risk Management? How do you take calculated risks?
- Learn about the strategies Origin trains its investors in.
- Which types investments are tax efficient, and which are not?
- Why Michael believes the real estate product is not good to meld into a true private equity model.
- How to take future generations into consideration when making investment decisions.
Connect with Michael:
Website https://origininvestments.com/
LinkedIn (Michael) https://www.linkedin.com/in/michaelepiscope/ @michaelepiscope
LinkedIn (Origin) https://www.linkedin.com/company/origininvestments/ @origininvestments
Instagram https://www.instagram.com/origininvestments/ @origininvestments
Facebook https://www.facebook.com/origininvestments/ @origininvestments
Twitter https://twitter.com/OriginInvests @origininvests
YouTube https://www.youtube.com/channel/UCdiMT79OST_AV7Q9mD_txEA
Links Mentioned:
The Psychology of Money https://amzn.to/3g9A5H6
Email Michael [email protected]
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35 min - Ep 40: The Amazing Growth Opportunities for Passive Investment in Agriculture and Farmland
The Amazing Growth Opportunities for Passive Investment in Agriculture and Farmland
– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 040 Peter Badger
Peter Badger has been a full-time investor in Real Estate and Agriculture over the last 8 years and recently joined Farmfolio as Chief Strategy Officer. Peter brings a multitude of skills to Farmfolio after spending 18 years on Wall Street and a decade in Silicon Valley. He is data and process driven and drives strategy, sales, and distribution for Farmfolio’s LOTs products.
Before becoming a full-time investor, Peter co-founded and led Framehawk, an enterprise software company, through to acquisition by Citrix Systems. Prior to co-founding Framehawk, he held leadership roles in technology strategy, enterprise architecture, and software development at Barclays Global Investors, Qwest Communications, Merrill Lynch, Credit Suisse, and Morgan Stanley. After earning his BEng (Hons) in Computer Systems and Electronics from King’s College, London University.
Listen to this informative Private Equity Profits episode with Peter Badger about the amazing growth opportunities with investments in agriculture and farmland.
Here are some of the beneficial topics covered on this week’s show:
· The difference between running the business and creating the business
· Working on Wall Street and drinking the Kool Aid of opportunities in investments
· Being motivated to not only create your wealth but to maintain it
· Making your money in public and private company stock and then diverting it into real assets
· Agriculture as intra-generational wealth building
· The difficulty for individual investors to get into farmland projects
· Finding the products that are in demand in your grocery store and finding the farms overseas that produce them
Connect with Peter:
Links Mentioned:
www.farmfolio/net/privateequityprofits
Email:
Connect with Seth:
Connect with Cliff
Website
investmentcapitalgrowth.com
Email
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30 min - Ep 48: Making Positive Social and Environmental Impacts with Alternative Investments
Making Positive Social and Environmental Impacts with Alternative Investments
– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 048 Joshua Ziegelbaum
Josh Ziegelbaum currently serves as Director of Investor Relations at Legacy Group and is based in Fort Lauderdale, Florida. He is responsible for managing investor communications, onboarding, individual and commercial clients, as well as overall support of company initiatives. The dynamic work experience Josh has gained throughout his career gives him a unique perspective on both sales and operations.
Prior to joining Legacy Group, Josh worked as Vice President of Business Development for Lifeafar Capital, a boutique private equity and asset management firm where he led his team’s capital-raising efforts. Before that, he was a Private Banker for Wells Fargo with a focus on complex credit needs and investments in public securities. During his time at Wells Fargo, Josh climbed through the ranks and received multiple internal recognitions and awards for his efforts. He most recently managed a book of business for high-net worth individuals and business owners in Miami Beach. Josh is originally from New Jersey where he studied economics at Rutgers University, and received a Series 7 license in 2017. He is known for his passion around building deep relationships with his clients and for consistently acting in their best interests.
Listen to this informative Private Equity Profits episode with Josh Ziegelbaum about making positive social and environmental impacts with alternative investments.
Here are some of the beneficial topics covered on this week’s show:
- Diversifying your investments among different marketplaces and assets
- Less transparency within the alternative investment space
- Instability at home and looking abroad for investments
- Making positive social and environmental impact as part of your investments
- Accommodating a client’s need to fully understand their investments
Connect with Josh:
Website:
http://www.legacy-group.co/
Email:
Connect with Seth:
Email
Connect with Cliff:
Website
investmentcapitalgrowth.com
Email
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23 min - Ep 47: Preserving Family Wealth Through A Family Office And Developing An Empowered Rising Generation
Preserving Family Wealth Through A Family Office And Developing An Empowered Rising Generation
– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 047 Sean A. Miller
Sean A. Miller is the Chief Investment Officer and Portfolio Manager for Miller Asset Solutions LLC with the primary responsibilities of both research and the implementation of investment ideas. Mr. Miller started Miller Asset Solutions LLC in April 2010.
Prior to starting Miller Asset Solutions, LLC, Mr. Miller founded the Investment Management & Trust Division of Virginia National Bank in 2000 (now VNB Wealth Management) and until March 31, 2010 served as the firm’s Portfolio Manager, Investment Research Analyst and Trust Officer.
Mr. Miller began his investment management career with Sanford C. Bernstein as a Financial Advisor Associate in their West Palm Beach, FL office in 1996 and was asked to open their Washington D.C. office in 1998. From 1998 to 1999 he served as Investment Planning Analyst for the firm in Washington, D.C.
Listen to this informative Private Equity Profits episode with Sean A. Miller about preserving family wealth.
Here are some of the beneficial topics covered on this week’s show:
- Waiting for investments to come to you
- Focusing on capital allocation as opposed to asset allocation
- Avoiding the urge to move during times of volatility
- Title insurance securities and other assets as recession resistant investments
- Standing on the shoulders of giants to make smart investments
- Opening a firm to use 15 years of experience to help clients
- Operating from a moral and ethical high ground
- Offering family office services to service the intimate needs of a family
Connect with Sean:
Website:
www.millerasset.com
Email:
Connect with Seth:
Email
Connect with Cliff:
Website
investmentcapitalgrowth.com
Email
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32 min - Ep 46: The Value Of Alternative Investments During Periods of Volatility
The Value Of Alternative Investments During Periods of Volatility
– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 046 Ben Carmona
Ben Carmona is a Managing Partner at Perch Wealth. With over 20 years of applied experience, Ben is an expert in real estate investments, structures, and strategies.
Through his tenure at some of the most prominent industry leading investment management firms including Cantor Fitzgerald, NexPoint Advisors, and Capital Square Advisors, where he was involved in acquisitions, finance, due diligence, underwriting, product structuring/syndication, and sales management, Ben has developed a comprehensive understanding of alternative investments and the financial services industry with deep knowledge and expertise in structured 1031 products -TICs (Tenant-in-Common), DSTs (Delaware Statutory Trusts), Non-Listed Real Estate Investment Trusts (REITs), Non-Listed Business Development Companies (BDCs), private equity and debt funds, Interval Funds, and other private placement syndications.
Ben’s various executive roles and work within the financial services industry have helped hone his business instincts and acumen. His career has led him to become uniquely qualified to provide guidance on how products are structured and operated.
His insight—along with his ability to uncover key variables that play a significant part in the probability of success for a particular investment—is critical to meeting his clients' financial goals.
Listen to this informative Private Equity Profits episode with Ben Carmona about the value of alternative investments during times of volatility.
Here are some of the beneficial topics covered on this week’s show:
- The niche of private real estate securities
- Opening a firm to use 15 years of experience to help clients
- Operating from a moral and ethical high ground
- Looking at the next five years and mitigating risk
- Smart investments in healthcare
- Trending alternative investments to weather the storm
- Educating and advising, not selling
- DST’s for the 1031 Exchange to move from active investing to passive investing
Connect with Ben:
Website:
www.perchwealth.com
Connect with Seth:
Email
Connect with Cliff:
Website
investmentcapitalgrowth.com
Email
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25 min - Ep 45: Understanding Underlining Economics Allows The Right Deals To Get Done With Flexibility And Creativity
Understanding Underlining Economics Allows The Right Deals To Get Done With Flexibility And Creativity
– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 045 Jeremy Mercer
Jeremy Mercer is the CEO of Matador Capital, a private equity company that specializes in the ownership and operation of commercial real estate properties in the greater Southwest of the United States. Matador Capital focuses on industrial warehouses, manufacturing facilities, flex space, and other industry-based service sectors; along with lending on commercial real estate assets.
Jeremy is also the vice president of Mercer Company, the leading commercial real estate company in the Dallas-Fort Worth Metroplex. Mercer Company does more than provide strategic consulting, transactional services, and investment sales opportunities, they partner with their clients to make the right deal, together.
Listen to this informative Private Equity Profits episode with Jeremy Mercer about getting the right deals done by understanding the underlying economics.
Here are some of the beneficial topics covered on this week’s show:
- A start in property management, a move to brokerage, and real estate investments along the way
- Private Equity’s growing interest in commercial real estate
- Owning several businesses and finding the right person to run them
- The importance of finding your real estate niche
- Sticking to your plan, executing it, and not deviating from it
- The challenge of getting the right information and vetting it for a potential investment
- Trust as a crucial element of a good deal
- Working with your tenant during a recession
- Examining a property’s leases as a big part of due diligence
- What the Metaverse and NFT’s could mean for properties in the future
- The ability to find a good deal as the biggest qualification to getting in the game
Connect with Jeremy:
Links Mentioned:
Websites: www.mercer-company.com
www.matador-capital.com
YouTube: https://www.youtube.com/channel/UCt4LLnqaqSSIMYr4nOoruDA
Instagram: @jbmerco
Connect with Seth:
Connect with Cliff
Website
investmentcapitalgrowth.com
Email
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37 min - Ep 44: Strategic Real Estate Investing with a Positive Community Impact Commitment
Strategic Real Estate Investing with a Positive Community Impact Commitment
– Private Equity Profits Podcast with Seth Greene & Cliff Locks Episode 044 Jon Siegel
Jon Siegel is Co-Founder and Chief Investment Officer of RailField Partners, an investment and asset management firm focused on multifamily real estate. At RailField he has primary responsibility for acquisitions, dispositions, and financing. He has over 20 years of experience in the multifamily industry and expertise in strategy, acquisitions, and financing.
Prior to forming RailField, Jon was a founding partner of J.S. Watkins Partners, an advisory firm that has advised clients on over $25 billion of multifamily transactions. Clients included large financial institutions and other prominent industry players. The firm was also retained by HUD as its exclusive Loan Sale Advisor for all of its multifamily loan sales. Prior to forming J.S. Watkins Partners, he was Director of Structured Transactions in Fannie Mae’s Multifamily group with responsibility for identifying, structuring, negotiating and closing large scale transactions with many of the nation’s largest lenders and property owners. Jon also served as Director of Acquisitions at NHP Incorporated, the largest owner and manager of multifamily real estate in the nation, where he was responsible for transactions involving the purchase of real estate, partnership interests and operating companies.
Jon has an M.B.A. from Emory University and a B.A. from Tulane University. He resides in Chevy Chase, MD with his wife and two children where he has been an active youth sports coach for the past 10 years. Previously, Jon served as a board member of the Jewish Social Service Agency.
Listen to this informative Private Equity Profits episode with Jon Siegel where we talk about strategic real estate investing with a positive community impact commitment.
Here are some of the beneficial topics covered on this week’s show:
- The advantage that comes with experience sitting on both the donor side of the table and the lender side of the table
- Making lemonade out of lemons starting a real estate investment firm during the great recession
- Adequately assessing your risks as the foundation of sound real estate investments
- Looking for half of your return on investment to come through cash flow
- The difficulty finding good deals during times of high inflation
- Determining your place in the market regarding pricing and growth
- Skyrocketing rent growth and rising values
- How to approach rehabbing an investment
- Multi-family real estate as a recession resistant investment
- A comprehensive and straightforward approach to due diligence
- Showing the Miami Dolphins how to grow their wealth
- Creating positive social impact with your real estate investments
Connect with Jon:
Links Mentioned
www.railfieldrealty.com
Email
Connect with Seth
Connect with Cliff
Website
investmentcapitalgrowth.com
Email
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35 min - Ep 43: A Smart Recession Resistant Perspective to Make The Right Real Estate Investments
A Smart Recession Resistant Perspective to Make The Right Real Estate Investments
– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 043 Marcin Drozdz
Marcin Drozdz is the Managing Partner of M1 Real Capital where he and his team focus on acquiring value-add multifamily properties throughout the southeast. When he’s not on the lookout for opportunities, Marcin is teaching up-and-coming real estate investors how to raise capital & scale their real estate business. Marcin started investing in real estate in 2006 and has since sourced 9-figures in private capital that has helped acquire over 1,500 units across the US.
Listen to this informative Private Equity Profits episode with Marcin Drozdz about making the right real estate investments with a recession resistant perspective.
Here are some of the beneficial topics covered on this week’s show:
- Discovering that real estate investments are going to make more money than your paycheck working for someone
- The returns relative to the risk regarding investments in real estate
- Making investments only when you know you can create cash flow
- Bad habits that develop when markets stay strong for a long period of time
- Buying a coke and some candy for $700,000
- Preserving your purchasing power by holding onto assets in inflationary periods
- Having a recession-resistant perspective
- Looking at gross rent multipliers to make investment decisions
- Trends in how people live and house themselves
Connect with Marcin:
Links Mentioned:
www.marcindrozdz.com
Connect with Seth:
Connect with Cliff
Website
investmentcapitalgrowth.com
Email
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31 min
About Private Equity Profits
From the publisher's feed
The Private Equity Profit podcast is hosted by Cliff Locks, founder and president of Investment Capital Growth, a strategy, and operations management consulting firm, and Seth Greene, CEO at Market…
Domination LLC, Best Selling author and serial entrepreneur. Cliff and Seth interview experts in the financial sector, focusing on private equity and real estate funds, discussing developments and trends shaping the industry.