Real Estate Runway

Alex is an established commercial real estate agent who assists buyers in navigating multifamily property investments throughout Kansas and Missouri. Alex has a breadth of knowledge in acquiring and managing commercial real estate as an investor himself. With an extensive portfolio and over 15 years of experience, he has built a system to ensure buyers succeed; the Buyer Representation Success System (BRSS). He insightfully serves his clients by identifying opportunities and maximizing value in the disposition. In 2021 alone, Alex completed over 30 transactions in the multifamily and NNN (triple net lease) investment space resulting in over $40 million sold. As an expert in the complex subject of 1031 Exchange, Alex has been a highly sought-after podcast guest across the country. He effortlessly explains how (in-state and out-of-state) investors can maximize their 1031 exchange transactions and avoid capital gains taxes by identifying cash-flowing deals, developing a trusted team, and ensuring that their 1031 exchange money is secure. Alex has built a solid reputation by going above and beyond for his clients. He takes the time to understand their real estate goals and develop strategies for the greatest return.

In this episode, Alex discusses how the 1031 exchange can help minimize taxes and keep finding good properties, as well as how best to get in on the exchange process and what to expect. Through this service, buyers can access a variety of resources to help them find and purchase properties efficiently and tax-wise. Alex also talks about XChange CRE’s guidance and support during the buying process, ensuring that each client's needs are met. This combination of resources and support makes them a valuable resource for those looking to invest in or buy property in the Kansas City area.

Learn more about ALTERNATIVE BUSINESS and INVESTMENT STRATEGIES through QUATTRO CAPITAL!

• LinkedIn: /TeamQuattroCapital
• Instagram: @TeamQuattroCapital
• Facebook: @TeamQuattroCapital
• Website: www.TheQuattroWay.com 

[00:01 - 04:57] Opening Segment

• Welcoming Alex to the show
• Brief career and background 
• Check out episode 52 for Logan’s episode

[04:58 - 12:43] Xchange CRE

• What does Xchange CRE do for its clients?
• • Helping clients with a 1031 exchange find properties to buy in the Kansas City market
• They have a team of specialists who help match clients with the best properties and negotiate on their behalf
• They guarantee to put at least three properties in front of clients for a 1031 exchange

[12:44 - 20:25] The Power of the 1031 Exchange

• A powerful way to increase your equity in real estate by paying no capital gains tax on the additional value you create
• The power of the 1031 exchange is especially evident when you compare it to blowing up and paying taxes, which can be expensive and time-consuming
• Kansas City is a landlord-friendly market that allows for more flexibility when evicting tenants or dealing with rent control laws
• • Rents are lower than the median average, and there is no rent control in the city

[20:26 - 25:58] The Quattro Trio

• What is your superpower?
• • Alex’s persistent nature
• What is your biggest mistake?
• • Focusing too much on Airbnb
• Alex’s philanthropic venture
• • Habitat For Humanity
• See the links below to connect with Alex!

Connect with Alex through LinkedIn and Youtube, or visit www.XChangeCRE.com.

LEAVE A 5-STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how team Quattro can help you by visiting www.TheQuattroWay.com.

Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton.

Adam Jason is a Partner of Legacy Group, an alternative asset manager that targets profitable investment opportunities with high social and environmental impact in Latin America. Before joining Legacy Group, Adam worked for two international law firms, Jones Day and Vinson & Elkins, where he advised leading Fortune 500 companies and investment banks in the areas of corporate finance, corporate governance, securities regulation, and international business transactions, and represented them in public and private debt and equity offerings exceeding an aggregate of $10 billion.

Learn more about ALTERNATIVE BUSINESS and INVESTMENT STRATEGIES through QUATTRO CAPITAL!

• LinkedIn: /TeamQuattroCapital
• Instagram: @TeamQuattroCapital
• Facebook: @TeamQuattroCapital
• Website: www.TheQuattroWay.com 

[00:00 - 07:02] Opening Segment

• Introducing Adam to the show
• • Adam Jason is the founder of Legacy Group and Alternative Asset Manager,
  • Currently focusing on the coffee industry in Columbia
• Helping US-based investors access opportunities in Columbia that they wouldn't be able to find elsewhere
• The coffee industry in Columbia and understanding the opportunities that are available there

[07:03 - 20:25] Coffee Production in Colombia

• Consolidating current coffee farms for better infrastructure in production
• Why choose farmland as an alternative investment?
• The positive socio-economical and environmental impacts
• From being an attorney to owning a coffee farm

[20:26 - 25:01] Closing Segment

• Get to know more about Adam in the QuattroTrio!
• See the links below to connect with Adam

Quotes:

“There's definitely no foreign investment in this industry. Let's focus on that consolidation. Let's focus on bringing together a more and more sophisticated infrastructure that allows for better processing and better quality.” - Adam Jason

Connect with Adam through LinkedIn, Facebook, or visit https://legacy-group.co/ and https://gcc-coffee.com.

LEAVE A 5-STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how team Quattro can help you by visiting www.TheQuattroWay.com.

Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton.

In this episode, Raphael Collazo, an experienced commercial real estate agent, and author discusses the unique aspects of retail real estate compared to multifamily and unit-based real estate investments, and how it could be a better fit for some investors. Rafael shares his journey into commercial real estate, how he became interested in the field, and why he chose retail over other types of real estate investments. He also provides insight into the current market conditions and how investors can best capitalize on them.

[00:01 - 05:51] Opening Segment

• Introducing Raphael to the show
• Brief background and career
• Raphael shares his story and how he got into the commercial real estate space, and why he chose retail over other types of real estate

[05:52 - 16:50] Transitioning Into Commercial Real Estate

• Before transitioning, Raphael was in a consulting role
• • Constant traveling and moving
• Buying a fourplex and house hacked it to survive during the first two years of commercial brokerage
• Retail is a brutal business and going into Covid in 2019 was difficult due to the world shutdown

[16:51 - 23:14] Types of Commercial Real Estate and Leases

• Commercial real estate can be divided into two types, triple net, and modified gross leases
• • Triple net leases are where the tenant pays their pro rata share of taxes, insurance, and general maintenance costs
  • Modified gross leases are where the tenant is not responsible for these costs
• Leases in commercial real estate can vary greatly in terms of price and rent
• A triple net lease is usually more expensive than a modified gross lease, but a percentage lease is also possible
• To determine the appropriate rent for space, commercial property assessment data must be gathered.
• A percentage lease would be above and beyond a triple net lease and would require the tenant to pay an additional 5% of their sales as rent
• Retail over multifamily typically has higher overhead costs and requires more staff to run

[23:15 - 32:17] The Quattro Trio

• What is your superpower as it relates to your business or profession?
• • The ability to break down complex ideas into easy-to-understand concepts
• What is your biggest failure to date and what did it teach you?
• • A failed catering business
• Book, podcast, or gift for the audience
• • Before You Sign That Lease by Raphael Collazo
  • The Commercial Real Estate Academy
• Philanthropic cause
• • I'm passionate about teaching financial literacy to young people. 
  • Young Professional's Board for Junior Achievement
• See the links below to connect with Raphael

Connect with Raphael through LinkedIn, Facebook, or visit www.RaphaelCollazo.com. 

LEAVE A 5-STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how team Quattro can help you by visiting www.TheQuattroWay.com.

Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton.

Neal Bawa is a data guru and technologist who is known as the "mad scientist" of multifamily. In this episode, Neil discusses why interest rates have only recently been raised and how they might affect the real estate market. He also provides insights on how Crystal Lagoons could change real estate forever and shares tips for anyone looking to work with Grow Capitalist in the future. Neil also discusses how the market will shake out over the next few years, and reminds listeners that it's important to be patient when it comes to real estate prices.

[00:00 - 05:03] Opening Segment

• Introducing Neal to the show
• Brief background and career
• Data beats gut feel by a million times
• Lenders become more conservative during flux times

[05:04 - 11:27] Preparing for Another Rate Hike

• Neal talks about how the Fed is raising interest rates to kill inflation
• • History shows that this has always led to a recession
• Only a single instance of the Fed having a soft landing due to low inflation has been recorded in the past
• When the economy is on its knees it usually goes into a six-month recession

[11:27 - 22:48] Producing Yields in the Future

• Grocapitus is forecasting lower returns for its value add investments, but still has strong demand from its 800 investors
• The company is looking for other methods to make money, such as super value add and buying properties in tertiary markets
• Multifamily is not in a bubble, but there is a time limit on how many properties can be value-added
• The biggest wealth builder in real estate is water, and the single greatest opportunity in real estate is a crystal lagoon.

[22:48 - 24:19] Closing Segment

• See the links below to connect with Neal Bawa
• Final words

Quotes:

“You can’t find an economist right now worth their salt that will declare a recession.” - Neal Bawa

“Inflation is simply an expectation. An expectation of rising prices.” - Neal Bawa

"I would much rather have the lenders of the bottom than the lenders of today." - Neal Bawa

Connect with Neal through LinkedIn, Instagram, Twitter, or visit www.Grocapitus.com. 

LEAVE A 5-STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how team Quattro can help you by visiting www.TheQuattroWay.com.

Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton.

Taylor Loht shares his unique approach to compliance and capital raising, which is essential for those investing or syndicating in real estate today. Taylor's story highlights the importance of passive income over active income, and his focus on syndication as a means to invest in larger properties drives towards this strategy. In this conversation, Taylor discusses the process of becoming licensed and the various credentials that are needed to do so. Once licensed, the licensed professional states that there are continuing education requirements and rules around how securities can be marketed. Additionally, they mention that if a partner wishes to come into a partnership with a licensed professional, they must first get approval from their broker-dealer. 

[00:00 - 06:19] Opening Segment

• Introducing Taylor to the show
• Brief background and career
• Transitioning from a career in engineering to real estate

[06:20 - 12:34] The Capital Side: How to be a Successful Real Estate Investor

• Passive vs. Active Income
• How being properly credentialed in the securities world is important for those looking to raise money
• The two main strategies for raising capital 
• • Getting a securities license 
  • Starting a fund of funds
• Taylor talks about the importance of playing by the rules and being legal and compliant with regulations

[12:35 - 22:51] How to Get Licensed as a Securities Broker

• Finding a sponsor who can help you complete the process
• The three exams you need to pass are the Securities Industry Essentials (SIE), Series 63, and Series 82
• You must also undergo continuing education to stay up to date on securities laws
• The broker-dealer must approve every syndication a customer chooses, and there is a vetting process for each deal

[22:52 - 28:06] Closing Segment

• Get to know more about Taylor through the Quattro Trio!
• See the links below to connect with Taylor
• Final words

Quotes:

“It’s not about protecting me. It’s about protecting the passive investors and making sure we’re compliant.” - Taylor Loht

“Your network and your connections in this business are huge.” - Taylor Loht

Connect with Taylor through Facebook, or you can visit www.NTCapitalGroup.com.

LEAVE A 5-STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how team Quattro can help you by visiting www.TheQuattroWay.com.

Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton.

Beau Beery has been in the commercial real estate business in Florida since 1999. He earned a bachelor’s degree in Marketing and a Master of Science degree in Real Estate from the University of Florida. He also holds the prestigious Certified Commercial Investment Member (CCIM) designation.

In this episode, Beau discusses the many cycles in the real estate market and shares some insights on how buyers and sellers should approach deals in this current market. He also discusses how interest rates, regulations, and the economy are impacting the real estate market. He also touches on some common strategies that buyers and sellers can use to make sure that their deals fall through less often.

[00:01 - 08:31] Opening Segment

• Introducing Beau to the show
• Brief background and career
• How buyers and sellers are not communicating well, leading to overpriced deals
• How using lower cap rates in proformas ensures an exit at a good price
• The importance of being cognizant of the current interest rate environment

[08:32 - 28:57] Multifamily Investors Who Dominate

• Beau talks about his book, “Multifamily Investors Who Dominate”
• • Networking with brokers is the #1 source of deals
  • The power of word of mouth and its implication for reputation
• Tips on getting the reputation to get into the shortlist
• Closing with reputation is the #1 goal
• Beau talks about the limit that which prices can trade at
• • Deals often do not sell at the asking price
• The importance of leaving with a good reputation
• • Being personable when communicating with sellers and buyers

[28:58 - 34:19] Closing Segment

• Get to know more about Beau in the Quattro Trio!
• See the links below to connect with Beau

Quotes:

“Closing with reputation is the number one goal.” - Beau Beery

“Just because you and everyone that you see on LinkedIn is using exit cap rates higher than the interest rates, doesn’t mean they’re winning deals.” - Beau Beery

Connect with Beau through LinkedIn, Facebook, YouTube, or by visiting BeauBeery.com. Also check out his book, “The Multifamily Investors Who Dominate”.

LEAVE A 5-STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how team Quattro can help you by visiting www.TheQuattroWay.com.

Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton.

In this episode, Dan Lazar shares the secret to becoming successful in the development industry. Dan discusses how his experience playing tennis helped him understand how to negotiate and find deals off the market. He also shares that it is important to be aware of potential funding challenges early on in the development process.

[00:01 - 05:34] Opening Segment

• Introducing Dan to the show
• Brief background and career
• The importance of research and preparation when starting a development business

[05:35 - 11:47] Starting a Business in Development

• Educating yourself
• Putting all your money in one deal
• The importance of having a mentor
• What went well and what didn’t in Dan’s deal

[11:48 - 21:08] Structuring Air-Tight Contracts

• Drafting a 15-page agreement
• Incentivizing to do it right the first time
• Dan shares some challenges along the way
• The development process before seeing a physical product
• How to indicate a deal through market indicators and research

[21:30 - 26:09] Closing Segment

• Learn more about Dan through the Quattro Trio
• See the links below to connect with Dan
• Final words

Quotes:

“I wouldn’t have been able to do both of these two deals if I hadn’t had the right terms.” - Dan Lazar

“If a property has not been sold for over 10 years then there’s a likelihood that it might be in the market in the next 10 years.” - Dan Lazar

Connect with Dan through LinkedIn, or Facebook, or visit http://www.herox.com.au/. 

LEAVE A 5-STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how team Quattro can help you by visiting www.TheQuattroWay.com.

Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton.

Robert Kiyosaki’s Rich Dad Poor Dad has been one of the most critically acclaimed financial help books. But in today’s episode, Rich Fettke takes that further with his book, The Wise Investor, into a modern parable that will help you understand real financial freedom. 

Rich is a licensed real estate broker, active investor, and co-founder of RealWealth, a real estate investment group that helps its 60,000+ members improve their financial intelligence, secure passive income, and obtain financial freedom. Rich is also the author of Extreme Success (Simon & Schuster, 2002) and the audio program Momentum. 

[00:01 - 05:53] Opening Segment

• Introducing Rich Fettke to the show
• Brief background and career
• Becoming a successful real estate investor

[05:54 - 10:33] The Wise Investor

• Blending Robert Kiyosaki’s Rich Dad Poor Dad and Paulo Coelho’s The Alchemist
• A modern parable about creating financial freedom and living your best life
• Rich discusses how the book can help readers build wealth in multiple ways
• Rich shares the plot and the lessons of the book

[10:34 - 15:45] An Unconventional Perspective on Assets and Liabilities

• Opening people’s eyes to financial assets and liabilities
• The importance of compartmentalizing things
• Time is a finite currency
• There is no self-made success

[15:46 - 19:19] Mindset of a Wealthy Person

• Real wealth is living on your own terms
• Rich people don’t live on envy
• Wealthy people focus on education rather than entertainment

[19:20 - 24:33] Closing Segment

• Get to know more about Rich in the Quattro Trio!
• See the links below to connect with Rich
• Final words

Quotes:

"There's no such thing as self-made success." - Rich Fettke

“An asset is anything that brings you income, or better health, or more happiness, or more time. And liability is just the opposite.” - Rich Fettke

Connect with Rich through LinkedIn, or visit www.RichFettke.com. Get a copy of his book, The Wise Investor!

LEAVE A 5-STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how team Quattro can help you by visiting www.TheQuattroWay.com.

Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton.

Jeffrey, Kenneth, And Kerwin Donis built a portfolio of cash-flowing rentals and a six-figure business as single-family real estate investors. The Donis Brothers are passionate about helping others reach their financial goals through real estate investing. You can check out their podcast– the Real Estate Monopoly - where they interview professionals who are dominating the real estate industry. Their multifamily portfolio consists of 600+ units across the southeast.

In this episode, Jeffrey shares his story of how he became a real estate investor and how it has helped him to build a successful business. Jeffrey is the youngest brother of three and grew up in Guatemala. Jeffrey shares how he and his brother started their own real estate business by syndicating apartments, learning through YouTube, and various podcasts when he was 18. Jeffrey also shares their story of how they got started, how they overcame obstacles, and what advice they would have for other young entrepreneurs. 

[00:01 - 09:25] Opening Segment

• Introducing Jeffrey to the show
• Brief background growing up
• Pace Morby from Triple Digital Flip
• Overcoming limiting beliefs

[09:26 - 20:12] Being Educated in Multifamily

• Leaving school to pursue Multifamily
• The Best Ever Apartment Syndication by Joe Fairless
• Jeffrey talks about the importance of having a mentor
• Building a network and adding value
• Jeffrey talks about his first deal
• Finding the influencer in the room

[20:44 - 25:46] How to Add Value to Get on Your Next Deal

• You don’t have to have the answer to everything
• • Know someone that does
• Building a relationship with someone you want to learn from
• Relationships and people are at the intersection of all things in real estate

[25:47 - 34:38] Closing Segment

• Find out more about Jeffrey in the Quattro Trio!
• • Superpower: The ability to connect with others
  • Biggest mistake: Being a victim all throughout high school
  • Free E-Book: How to NOT Go Bankrupt
  • Philanthropic interest: Building schools and libraries in Guatemala
• See the links below to connect with Jeffrey 

Quotes:

“The only thing holding us back is our limiting beliefs.” - Jeffrey Donis

“The most important thing for you is to get creative at how you can bring value to people.” - Jeffrey Donis

“The ability to be a connector, that’s the thing that has paid off the most for us, and that’s how we have done the majority of all the deals we’ve done so far.” - Jeffrey Donis

Connect with Jeffrey through LinkedIn, Facebook, or visit DonisInvestmentGroup.com. You can email him at [email protected].

LEAVE A 5-STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how team Quattro can help you by visiting www.TheQuattroWay.com.

Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton.

How Building Relationships Serve as an Intersection In Real Estate with Jeffrey, Kenneth, and Kerwin Donis

Crowdfunding is a way for people to invest in real estate from all walks of life. In this episode, Chad welcomes Levi Brackman, the founder and CEO of Invown - the two-sided marketplace for real estate equity, to share with us the different types of crowdfunding. He is the author of the Best Seller, Jewish Wisdom for Business Success which was translated into 8 languages. Levi has been investing in real estate for 17 years and is a serial entrepreneur, bestselling author, Ph.D. in the quantitative social sciences, former principal data scientist at Travelport, and executive at Priceline and BP. Levi holds a Master's degree from University College London and three rabbinic ordinations.

[00:01 - 04:34] Opening Segment

• Introducing Levi to the show
• Brief background and career

[04:35 - 14:19] Crowdfunding Vs. Other Syndications

• Levi discusses the different types of crowdfunding, Howie's rule, and the importance of proper disclosure for investors
• Real estate is a security, and you have to register it with the SEC unless you're using an exception
• The two main types of real estate securities: 
• • 506(b): allows you to advertise
  • 506(c): allows you to raise money from people without having to register with the SEC
  • Rex (recreational equity) is the third type of real estate security that falls between 506(b) and 506(c)

[14:20 - 19:05] The Process at Invown

• Investing at Invown is just like shopping
• Marketing is important for any deal
• What should an operator be looking for?

[19:06:10 - 23:30] Closing Segment

• Know more about Levi in the Quattro Trio
• See the links below
• Final words

Quotes:

“How can we allow people to invest in real estate from all walks of life? Not just wealthy people, but literally everybody.” - Levi Brackman

Connect with Levi through LinkedIn, or visit www.invown.com. Grab Levi’s book, Jewish Wisdom for Business Success.

LEAVE A 5-STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how team Quattro can help you by visiting www.TheQuattroWay.com.

Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton.