Real Estate Lowdown

Step inside the innovative world of Stoic Equity Partners, a firm dedicated to acquiring and managing multi-tenant value-add flex industrial properties across the Southeast. In this episode, we dive deep into the significance of these unique commercial spaces and their resilience against the work-from-home revolution.

Join us as Jeremy Friedman, CEO & Co Founder, shares his insider's perspective on the vital role these flex industrial properties play in supporting the thriving small business community. Discover how these spaces, often overlooked, offer a refuge from the tides of remote work, providing the essential infrastructure for entrepreneurs to grow and thrive.

But this conversation doesn't shy away from the challenges facing the industry. We tackle the complex realities of skyrocketing insurance costs in hurricane-prone regions, soaring construction expenses and the cyclical nature of the market. You'll gain a comprehensive understanding of the obstacles and opportunities facing real estate today.

Prepare to be enlightened and inspired as we explore a fresh perspective on a niche that is redefining the future of commercial real estate. This is an episode you won't want to miss, as we uncover the intricacies of the flex industrial market.

Connect further with Jeremy Friedman at https://www.stoicep.com or LinkedIn https://www.linkedin.com/in/jeremy-friedman-stoicep/

Unlock elite low risk investment opportunities tailored to your priorities. Let our expert team maximize your returns while you focus on what matters most. Join our family of successful investors and create a lasting legacy of financial wealth and community impact together. Start or elevate your portfolio today. Email [email protected] or go to https://www.firstliencapital.com.

Stay connected with Bill Bymel and First Lien Capital:
Linktree: https://linktr.ee/billbymel

To learn more, visit:

https://billbymel.com/

Listen to more episodes on Mission Matters:

https://missionmatters.com/author/bill-bymel/

Step into the real estate world where profit meets purpose and affordable housing innovation with Jaymie Beckett, CEO of Housing on Merit, a Los Angeles, CA nonprofit organization that partners in developing affordable housing and building communities.

In this powerful episode, discover how Housing on Merit is rewriting the affordable housing playbook, creating win-win scenarios through strategic partnerships and smart financing. 

Jaymie breaks down how developers can tap into underutilized resources – from tax exemptions to government incentives – while expanding their impact.

Get exclusive insights into:
• How developers can leverage affordable housing initiatives for sustainable growth
• Creative partnership models that benefit both communities and stakeholders
• Real-world strategies for navigating tax incentives and government programs
• Emerging opportunities in the shifting interest rate landscape

Whether you're a developer seeking new opportunities, an investor interested in social impact, or a community advocate passionate about housing solutions, this conversation reveals how innovation in affordable housing isn't just about doing good – it's about doing well while doing good.

Ready to explore how you can be part of the solution? Don't miss Jaymie's invitation to collaborate and create lasting change in communities.

Connect further with Jaymie Beckett at https://housingonmerit.org or LinkedIn https://www.linkedin.com/in/jaymie-beckett-6281772/.

Unlock elite low risk investment opportunities tailored to your priorities. Let our expert team maximize your returns while you focus on what matters most. Join our family of successful investors and create a lasting legacy of financial wealth and community impact together. Start or elevate your portfolio today. Email [email protected] or go to https://www.firstliencapital.com.

Stay connected with Bill Bymel and First Lien Capital:
Linktree: https://linktr.ee/billbymel

To learn more, visit:

https://billbymel.com/

Listen to more episodes on Mission Matters:

https://missionmatters.com/author/bill-bymel/

Andrew Kim, a seasoned expert in real estate investment, pulls back the curtain on contrasting climates of real estate investing in Canada and the U.S. and why Andrew chooses to invest in the more landlord-friendly U.S. market, due to the challenges Canadian landlords face from tenant-friendly laws.

Get an insider's look at SHARE, the game-changing real estate tech company that's democratizing property investment and providing top-tier services that empower investors, transforming how everyday people build wealth through real estate.

In this eye-opening episode, discover:
• Why U.S. markets are becoming the go-to choice for savvy Canadian investors
• How SHARE's innovative platform is leveling the playing field for individual investors
• Strategic approaches to building a diverse, cross-border property portfolio
• Smart ways to align your real estate investments with your wealth-building goals

Join us for this discerning episode of exploring strategies for diversifying and expanding your real estate investments beyond local borders or familiar territories, and tailoring your investment strategies to your personal financial goals.

Connect further with Andrew Kim at https://sharesfr.com or LinkedIn https://www.linkedin.com/in/andrewkim83/.

Unlock elite low risk investment opportunities tailored to your priorities. Let our expert team maximize your returns while you focus on what matters most. Join our family of successful investors and create a lasting legacy of financial wealth and community impact together. Start or elevate your portfolio today. Email [email protected] or go to https://www.firstliencapital.com.

Stay connected with Bill Bymel and First Lien Capital:
Linktree: https://linktr.ee/billbymel

To learn more, visit:

https://billbymel.com/

Listen to more episodes on Mission Matters:

https://missionmatters.com/author/bill-bymel/

Tomorrow is Bid Day! As we gear up for a major HUD auction, amidst the whirlwind of activities and decisions involved in preparing bids, the air is electric with anticipation. 

I'm reminded of the power of purpose, passion and persistence that has not only fueled over 120 episodes of this Real Estate Lowdown podcast, but also the collective intentions of our team at First Lien Capital for the last several years.

As we navigate the intricate world of real estate investing, continually growing our portfolio with our clients at the forefront of our decisions, the stakes are high with this major HUD auction at a whole new level. With 2,700 homes to consider, the challenge is to strategically narrow this vast pool to fewer than 400 properties that align with our Win-Win investing model, a task that demands both precision and creativity. 

Operating without the cushion of a large institutional fund adds layers of complexity, but it also sharpens our resolve and resourcefulness in securing funding and closing deals.

This episode captures the spirit of preparation and the consequential moments that define character in the face of uncertainty. 

With strategies honed and espresso in hand, I approach tomorrow's pivotal auction with confidence and a dash of hope. Join me as I share my experience and some valuable strategy - without divulging all of our secret sauce - from the front lines of pre Bid Day.

Unlock elite low risk investment opportunities tailored to your priorities. Let our expert team maximize your returns while you focus on what matters most. Join our family of successful investors and create a lasting legacy of financial wealth and community impact together. Start or elevate your portfolio today. Email [email protected] or go to https://www.firstliencapital.com.

Stay connected with Bill Bymel and First Lien Capital:
Linktree: https://linktr.ee/billbymel

To learn more, visit:

https://billbymel.com/

Listen to more episodes on Mission Matters:

https://missionmatters.com/author/bill-bymel/

Rod Dubitsky, known as the People's Economist, joins us for an enlightening conversation on the complex world of commercial real estate. With over three decades of experience in financial services, Rod offers invaluable insights into the ongoing challenges faced by the industry and introduces his initiative aimed at democratizing personal finance tools, providing listeners with a comprehensive approach to managing their finances.

We navigate the murky waters of traditional balance sheet lenders versus the more speculative financialized sector, revealing a landscape fraught with "extend and pretend" practices and delayed foreclosures. 

As we shift gears, we focus on the precarious state of the Commercial Real Estate Collateralized Loan Obligations (CRE CLO) market, where striking parallels to the 2007-2008 financial crisis emerge. 

Shockingly, about 80% of these deals struggle with a debt service coverage ratio below one. This episode sheds light on the tactics CLO sponsors are employing to maintain the appearance of stability, and the potential repercussions on the broader financial ecosystem. The conversation reveals the unsettling reality of high loan modifications and redefaults, painting a vivid picture of a market on the brink.

Finally, we explore the broader trends impacting real estate, from demographic shifts to economic fundamentals. As we contemplate the sustainability of asset valuations amidst rising interest rates and climate change, the episode urges a return to economic basics. Join us as we emphasize the significance of informed investment and encourage ongoing dialogue on these critical issues.

Connect further with Rod Dubitsky at https://www.tpehub.com/ or LinkedIn linkedin.com/in/rod-dubitsky-0aa94118.

Unlock elite low risk investment opportunities tailored to your priorities. Let our expert team maximize your returns while you focus on what matters most. Join our family of successful investors and create a lasting legacy of financial wealth and community impact together. Start or elevate your portfolio today. Email [email protected] or go to https://www.firstliencapital.com.

To learn more, visit:

https://billbymel.com/

Listen to more episodes on Mission Matters:

https://missionmatters.com/author/bill-bymel/

Join us for a compelling conversation with Vernon Beckford, CEO of Diversified Lending Solutions, as we unearth the challenges and solutions shaping today's real estate landscape. From the looming impact of rising interest rates to the unforeseen financial strains brought about by floating rate debts, we explore how these factors are reshaping investment strategies.

We're dissecting the distortions in both residential and commercial real estate sectors. Vernon's insights guide us through innovative strategies such as recapitalization and gap funding, while offering a candid look at the psychological hurdles investors must overcome to protect their assets.

In a market where traditional financing falters, we examine the challenges lenders face with a scarcity of viable deals, and discuss strategies for securing advantageous debt, including the need for adaptable funding sources like mezzanine or preferred equity. 

With an eye on the approaching maturity wall in commercial mortgage-backed securities, we consider the potential for increased transactions and uncover promising opportunities in multifamily properties and alternative asset classes.

Get tactical advice on litmus testing, objection smoothing, loan de-risking, and fact filtering to successfully close deals in these trying times. This episode is a rich exploration of present challenges and future promises in the ever-evolving real estate market.

Connect further with Vernon Beckford at https://www.dlsloans.com or LinkedIn https://www.linkedin.com/in/vernon-beckford-77ba17/.

Unlock elite low risk investment opportunities tailored to your priorities. Let our experts maximize your returns while you focus on what matters most. Join our family of successful investors and create a lasting legacy of financial wealth and community impact together. Start or elevate your portfolio today. Email [email protected] or go to https://www.firstliencapital.com.

To learn more, visit:

https://billbymel.com/

Listen to more episodes on Mission Matters:

https://missionmatters.com/author/bill-bymel/

Shauna Wekherlien, the Tax Goddess, is a two-time published author and the Founder of Tax Goddess Business Services, a fully digital firm with a skilled team worldwide that have saved their clients over $1 billion in taxes - a testament to her meticulous approach and the trust she's built in the industry.

Shauna shares her incredible journey from studying astrophysics to becoming one of the nation's leading tax strategists. With a passion likened to a strategic game of chess, she recounts the story of how her career began by helping her mother with an IRS issue, ultimately leading to her passion for the field.

Her expertise, once reserved for top corporations, now empowers small businesses and entrepreneurs to optimize their tax strategies. As one of only 15 certified tax strategists in the U.S., Shauna and her team collaborate seamlessly with clients' financial teams, crafting robust, compliant tax plans. 

Just a hint of the gold shared in this episode:

• Her firms unique strategy to keep audits minimal
• Navigating the complexities of real estate and mortgage note industries
• The aggression scale of tax filings and how to tailor your specific risk tolerance
• Strategic tax planning to transform your financial and generational wealth

Shauna's insights are a masterclass in maximizing tax benefits while staying on the right side of the law, with a fresh perspective on tax strategy, making it relatable and actionable.
Connect further with Shauna Wekherlien, the Tax Goddess at https://taxgoddess.com or LinkedIn https://www.linkedin.com/in/taxgoddess/.

Unlock elite low risk investment opportunities tailored to your priorities. Let our experts maximize your returns while you focus on what matters most. Join our family of successful investors and create a lasting legacy of financial wealth and community impact together. Start or elevate your portfolio today. Email [email protected] or go to https://www.firstliencapital.com.

To learn more, visit:

https://billbymel.com/

Listen to more episodes on Mission Matters:

https://missionmatters.com/author/bill-bymel/

Have you been thinking it's time to sell your second home investment for a new location? Before you do, you'll want to listen to this episode of the Real Estate Lowdown.

Join us for this groundbreaking discussion on luxury vacation home ownership with our guest Wade Shealy, leader in resort real estate development and visionary founder behind THIRDHOME, the only luxury exchange club in the world that includes second homes, residence clubs, resorts, yachts, and private islands. 

Prepare to have your perspective on second home real estate transformed as Wade unveils how this innovative private network is redefining the experience for luxury second homeowners worldwide and revolutionizing the way families utilize their vacation homes.

Get exclusive insights into this game-changing platform that connects owners to a network of 18,000 breathtaking properties across 100 countries, offering a unique way to exchange vacation homes without the hassle and cost of traditional rentals.

Position yourself at the forefront of a seismic shift reshaping the way families experience global travel and luxury living, potentially influencing your future investment decisions and travel plans. 

Whether you're a current homeowner or aspiring to join the ranks of luxury property investors, this episode offers invaluable insights into maximizing the potential of your assets while indulging in unparalleled travel exchange opportunities. 

Connect Further with Wade Shealy at https://www.thirdhome.com or LinkedIn https://www.linkedin.com/in/wadeshealy/.

Unlock elite low risk investment opportunities tailored to your priorities. Let our experts maximize your returns while you focus on what matters most. Join our family of successful investors and create a lasting legacy of financial wealth and community impact together. Start or elevate your portfolio today. Email [email protected] or go to https://www.firstliencapital.com.

To learn more, visit:

https://billbymel.com/

Listen to more episodes on Mission Matters:

https://missionmatters.com/author/bill-bymel/

Every morning starts with my beloved Nespresso, a ritual that has become a metaphor for the quality I strive to maintain in every aspect of my life and business. 

From my beginnings in the film industry to my current role in real estate investing, I've learned that prioritizing high standards of excellence over rapid expansion can lead to more meaningful successes and loyal clients.

Let's discuss the complexities of balancing quality with growth in the business world and the true value of quality before quantity in building a robust and reliable business.

Whether it's choosing loyalty to Olive Garden over another Italian restaurant or our unwavering dedication to managing non-performing loans (NPLs) with meticulous care, leading to resolutions three times faster than our competitors, our quality-first approach highlights expertise that only occurs through experience mastery.

As CEO and Chief Investment Officer of First Lien Capital, now considering our next level scaling of our operations, we confront the ongoing challenge of upholding our high standards while aiming for profitability. 

Tune in to hear our journey from managing over $100 million in equity capital to contemplating billion-dollar Assets Under Management, all while standing strong in our intention to maintain excellence in investment management. 

This episode is a deep dive into valuable lessons of the ongoing effort of balancing quality with profitability, to elevate all our personal and professional endeavors.

Unlock elite low risk investment opportunities tailored to your priorities. Let our experts maximize your returns while you focus on what matters most. Join our family of successful investors and create a lasting legacy of financial wealth and community impact together. Start or elevate your portfolio today. Email [email protected] or go to https://www.firstliencapital.com.

Stay connected with Bill Bymel and First Lien Capital:
Linktree: https://linktr.ee/billbymel

To learn more, visit:

https://billbymel.com/

Listen to more episodes on Mission Matters:

https://missionmatters.com/author/bill-bymel/

Join us as we welcome long-time business partners and best friends, Mike Merrigan and Bo Kort, to share their perspective on how to find your unique edge in the real estate industry and some secrets behind utilizing that edge to fund any real estate deal.

You'll gain actionable insights into personal branding, exceptional service and unforgettable client experiences.

As well as how to reinvest profits into undervalued, cash-flowing properties, why Mike and Bo favor ownership and partnerships over syndications, and their innovative approach to converting big-box retail spaces into climate-controlled storage units. 

This episode is packed with valuable lessons on partnerships, patience, and the power of a collaborative approach in building a sustainable and profitable real estate portfolio.

Connect further with Mike Merrigan and Bo Kort at https://mikeandbo.biz.

Unlock elite low risk investment opportunities tailored to your priorities. Let our experts maximize your returns while you focus on what matters most. Join our family of successful investors and create a lasting legacy of financial wealth and community impact together. Start or elevate your portfolio today. Email [email protected] or go to https://www.firstliencapital.com.

Stay connected with Bill Bymel and First Lien Capital:
Linktree: https://linktr.ee/billbymel

To learn more, visit:

https://billbymel.com/

Listen to more episodes on Mission Matters:

https://missionmatters.com/author/bill-bymel/