This is part 1 of my conversation with George Roberts, George is an apartment owner and a Principal at Horizon Multifamily, which is focused on value-add opportunities in Central Florida. He is the founder of Walnut Grove Homes, an upscale residential construction company based in Troy, Michigan, which reached seven-figure status in 2021. He hosts “The Foundery – Where Leaders are Forged Daily!”, a daily podcast devoted to entrepreneurs focused on syndication as well as both active and passive multifamily real estate investment.

In this episode, George shares his story as an investor, landlord, and a podcaster. He talks about the importance of having a good work-life balance, how being a PhD can help you be successful in real estate, and the importance of having a strong determination to succeed. George is a great example of someone who has succeeded in real estate despite having a challenging academic background. He offers advice to others who may feel like they don’t belong in the real estate industry, and encourages listeners to find their tribe and pursue their dreams.

[00:01 - 03:55] The Importance of Having a Strong Discipline In Real Estate Investing

• George talks about the importance of having strong discipline when it comes to real estate investing, and how it’s different than other types of leadership

• He started off as an accidental landlord when he bought a home during the housing crisis

• His father encouraged him to become a landlord, and he has been successful for over a decade

[03:56 - 15:59] Succeed In Real Estate Investing Despite The Lack of Knowledge

• George discusses the unique leadership style of entrepreneurship, which is more demanding than corporate leadership
• He discusses the book, “How to Win Friends and Influence People by Dale Carnegie”
• He explains that people only do what they find pleasurable, and when they condition themselves to have those times, they can handle the ups and downs better
  • One of the simplest ways to distinguish yourself is to remember people’s names and pronounce them properly
  • People are more open to being understanding of others when their names are remembered

[16:00 - 23:49] Closing Segment

• George explains the concept of network science

• This key concept is used to understand how networks function, and how they are related to each

• The hub and spoke model, describes how a network is divided into two groups: hubs and spokes

• George invites us to visit his website: https://www.horizonmultifamily.com/

Tweetable Quotes:

“Doing something 90% is the worst use of time, right? You're going to fail. You did 90% of the work, and you're going to fail. Doing something 110% is the best use of time. Just add another 10% and all of a sudden you have separated yourself from the crowd.” – George Roberts

“If you don't find people interesting, it's because you're just not taking the time.” – George Roberts

Connect with George through his website, Facebook, LinkedIn, and Twitter!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Jo

This is part 3 of my conversation with Yosef Lee, Yosef is a Lawyer and a Multifamily Investor/Syndicator. Yosef began investing in cash-flowing multifamily apartments as a means of generating passive income streams, building generational wealth, and providing a financial fortress for his children. He also has a goal of achieving T/P/O freedom and control (Time, Place, and Occurrence). He would like to make a difference in other people’s lives, empowering them to become better versions of themselves while living their lives on their own terms on this journey.

In this episode, Yosef recommends joining a mastermind and building solid relationships. He discusses how you have to realize how many people there are out there that actually want to see you succeed. He says that your success is decided by how many times of uncomfortable decisions you’re willing to have along your journey. You need to confront the uncomfortable, not only just conversations but also situations that pushes you out of your comfort zone. He discusses the importance of putting a value on yourself and determining what an hour of your time is worth and the power of networking and learning from others.

[00:01 - 11:12] Be Brave with Uncomfortable Conversations

• Yosef discusses how real estate investing is a great way to build wealth

• He says that it is important to be brave and have uncomfortable conversations in order to grow as an investor

• There are many resources available to help new and experienced investors, including podcasts and mastermind

[11:13 - 16:50] Value Yourself So That You Can Add Value to Others

• Yosef says that people have a hard time valuing themselves can benefit from learning how to put value on their time
• Determining an hour’s worth of someone’s time is relatively simple
• • It can be based on what that person is paid; or
  • What they are worth to the person
• Networking can be difficult for some people, but if a person is interested in meeting others and has genuine interest, they will be able to do so

[16:51 - 21:24] Closing Segment

• Yosef discusses how there are people who can teach you how to talk better
• • It takes time and effort to improve communication skills
  • It’s important to do your research before choosing a mentor
  • Ensure the person is a good fit for you

• Yosef invites us to visit his website: https://yosefhlee.com/

Tweetable Quotes:

“Your success gets decided by how many times of uncomfortable conversation you're willing to have along your journey.” – Yosef Lee

“You have to push yourself to learn how to convey your ideas clearly in an interesting way. It's not only about networking.” – Yosef Lee

Connect with Yosef through his Facebook, LinkedIn, Instagram, TikTok, and https://yosefhlee.com/.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our

This is part 2 of my conversation with Yosef Lee, Yosef is a Lawyer and a Multifamily Investor/Syndicator. Yosef began investing in cash-flowing multifamily apartments as a means of generating passive income streams, building generational wealth, and providing a financial fortress for his children. He also has a goal of achieving T/P/O freedom and control (Time, Place, and Occurrence). He would like to make a difference in other people’s lives, empowering them to become better versions of themselves while living their lives on their own terms on this journey.

In this episode, Yosef discusses how he tells the story of how he got into real estate investing and why you should get involved in a mastermind group if you want to become a successful real estate investor. He recommends that those who are interested in becoming real estate investors start by joining a mastermind group. This will allow them to connect with other professionals in the industry and gain more knowledge and advice. He discusses that having a mastermind group is more valuable than just getting education or speakers because the people in the group have a trust, bond and it is like a family. He mentions that one of the benefits of being part of a team is that everyone is able to share their strengths and weaknesses, which helps to create a more cohesive organization.

[00:01 - 09:06] The Importance of Relationships in Real Estate Investing

• Yosef discusses the importance of relationships in real estate investing, and recommends joining a mastermind group to connect with other investors

• He discusses how 90% of millionaires invest in real estate and offers advice on how to become a millionaire through real estate investing

[09:07 - 11:27] Surround Yourself With High-Performing People

• Yosef discusses why you should join a mastermind to surround yourself with high-performance people
• • It’s not only education but the network that comes with it
• Trust as a factor with the mastermind group that are committed financially
• • Education is actually the investment
• There is no magic formula, you have to put the work in and add value

[11:27 - 17:32] Closing Segment

• Yosef advises his listeners when you’re getting advice from the majority
• • As long as you’re moving in the right direction
  • You should listen to both voice and do their own research before making a decision

• Yosef invites us to visit his website: https://yosefhlee.com/

Tweetable Quotes:

“There’s no magic formula, you have to put your work, you have to work really hard, add value, and network, that's still all that you need to do.” – Yosef Lee

“It's about relationship, you're going to meet amazing people. When you see that viewpoints are different that tells me that this is still a relationship game and you need to build a great relationship to become successful in multifamily. – Yosef Lee

Connect with Yosef through his Facebook, LinkedIn, Instagram, TikTok, and https://yosefhlee.com/.

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this

This is part 1 of my conversation with Yosef Lee, Yosef is a Lawyer and a Multifamily Investor/Syndicator. Yosef began investing in cash-flowing multifamily apartments as a means of generating passive income streams, building generational wealth, and providing a financial fortress for his children. He also has a goal of achieving T/P/O freedom and control (Time, Place, and Occurrence). He would like to make a difference in other people’s lives, empowering them to become better versions of themselves while living their lives on their own terms on this journey.

In this episode, Yosef started out as a young lawyer, working long hours and struggling to make ends meet. He then learned about passive income streams and decided to invest in multifamily properties. This has allowed him to achieve his goal of freedom of time, and he is now able to spend more time on things that are important to him. Yosef shares his story of overcoming various obstacles to become successful real estate investor. He discusses the importance of creating passive income streams, and how this can be achieved through multifamily point investing.

[00:01 - 05:52] Overcome Obstacles to Become a Success

• Yosef discusses how he overcame many obstacles to become successful in real estate investing, including being from low-income family and not having English as his second language

• He learned about creating passive income streams through multifamily investing and it was a moment of realization for him that achieving T/P/O (Time, Place and Occurrence) and freedom and control.

[05:53 - 11:27] Staying Motivated with Like-Minded Investors

• Yosef discusses how the military provides a housing allowance that effectively makes the resident’s personal debt “partially good.”
• • He wants to build a pipeline of steady income so that he can achieve a passive income stream
• He wants to have control over his work is freedom
• • When you can work
  • When you want to work
  • Wherever you want to work; and
  • Whomever you want to work with
• Staying motivated with like-minded investors

[11:27 - 17:32] Closing Segment

• Yosef discusses how the virtual meetups have been a great way for people to connect and build relationships
• • He feels that virtual meetups will never die out, as they offer a great way to connect with people

• Yosef invites us to visit his website: https://yosefhlee.com/

Tweetable Quotes:

“That's the control that you want to have, right? You don't mind working hard. I can tell you love to work, but you just want to work when you can, or when you want, wherever you want with whomever you want, that's the freedom.” – Yosef Lee

“I realized that you must create a passive income stream and so I did a lot of researching and trying to get to the heart of what should I do to make this passive income stream. I learned about creating passive income stream through multifamily point investing which was an “aha moment” for myself.” – Yosef Lee

Connect with Yosef through his Facebook, LinkedIn, Instagram, TikTok, and https://yosefhlee.com/. &

This is part 2 of my conversation with Phil Capron, Phil Capron is a real estate investor who has learned a lot about the industry over the years. Phil learned that real estate was the wealth builder for him after purchasing his first home in 2010 using a VA loan while on active duty. He cut his teeth in the business as a real estate agent and by flipping properties in Coastal Virginia. He wrote his first book “Your VA Loan and How It Can Make You A Millionaire” in 2019, and in 2021 created the first 100% veteran-owned and operated fund backed by real estate First Capital.

In this episode, Phil discusses the importance of safety in people’s homes, no matter their class of asset. He feels an obligation as people in the real estate investing space to make sure their team goals are aligned and that their hearts are in it too. He expresses his concerns about the industry as it stands and how it can be challenging to provide a quality home to someone in a tough environment. He mentions that it is important for real estate investors to be aware of what areas may be more dangerous, so that they can take precautions when working in those areas. Listen in!

[00:01 - 09:09] The Importance of Providing Quality Security Measures

• Phil discusses the different classes of homes and how each one is different but still tries to provide the best home possible at each price point
• He feels that the industry should do more to make residents feel safe in their homes and that includes doing things like locking doors and windows, and ensuring that everything can be locked up
• He explains that it is important to do one’s part in order to make people feel safe, and that this includes providing quality security measures

[09:10 - 15:43] Focus on Having Good Cash Flow That Are In A Good Neighborhood

• Phil discusses how it is important to be aware of the situations in which you are investing and to know what kind of risks are involved
• • The importance of being able to handle difficult situations; and
  • The benefits of having a high cash flow
• He points out that there are higher levels of complications associated with investing in economy housing compared to more expensive properties
• He recommends that investors focus on properties that have good cash flow and are in good neighborhoods

[15:44 - 22:22] The Active Military Presence In Real Estate

• Phil shares that there is a lot of military presence in real estate because it is a very successful industry
• • The military teaches people how to be successful under difficult circumstances
• He shares his company, “Mission First Capital”, that it is a real estate investment company that is focused on military and veteran investors
• • The company has a strong relationship with ADPi and its team includes friends of the founder who are in the real estate industry
  • He says that the company is excited to work with military and veteran investors who are willing to bring value to the world
• He shares that the founder believes that there is meritocracy in the real estate industry, regardless of rank or experiences

[22:23 - 28:04] Closing Segment

• Phil invites us to visit his website: https://missionfirstcapital.com/
• Phil discusses that people are doing things they don’t understand, and it ‘s making it difficult to find work
• • He discusses how they’re feeling a lot of pressure lately and that it’s been affecting their work
  • How the industry is changing and how it’s harder to make a long-term career in real estate

This is part 1 of my conversation with Phil Capron! Phil Capron is a real estate investor who has learned a lot about the industry over the years. Phil learned that real estate was the wealth builder for him after purchasing his first home in 2010 using a VA loan while on active duty. He cut his teeth in the business as a real estate agent and by flipping properties in Coastal Virginia. He wrote his first book “Your VA Loan and How It Can Make You A Millionaire” in 2019, and in 2021 created the first 100% veteran-owned and operated fund backed by real estate First Capital.

In this episode, Phil shares his knowledge with us and discusses how to be successful in the real estate market. He discusses how to flip houses, and then he finally buys first multifamily building. He teaches middle school students about the difference between investing and selling, and explains that most of what he does is buying. Phil encourages listeners to take their time when making investments and to make sure that deals are done carefully so that relationships with friends are not damaged in the process. Listen in!

[00:01 - 06:39] A Better Understanding On Valuation and Underwriting When Buying A House

• Phil shares his knowledge on real estate investing and how he started out flipping houses and he bought his first multifamily building in 2017

• He discusses how adults don’t understand the difference between being a realtor and being an investor

• He had to explain it to them himself

• He explains that school teaches you how to establish good relationships, but you don’t learn about financial literacy in school

• He talks about how flipping is similar to another job and how you need to learn skills for it if you want to do it successfully

• Flipping houses has helped him financially

• He teaches how it can be done successfully if done correctly

• He discusses the importance of understanding valuation and underwriting when buying a house

[06:40 - 16:43] Single-Family Homes Are Easy To Manage

• Phil recommends refinancing the complex to take advantage of tax-free money or selling it for a larger sum of money, which would give them more equity in the property

• He says that some people are hesitant to sell their single-family homes because she likes the returns they provide and doesn’t want to lose money on them

• He recommends to sell a single-family home on the open market and getting market value for it

• He says that it’s okay to own some single-family homes as long as you have the systems and processes in place to manage them

• Single-family homes are easy to manage

[16:44 - 22:55] Trust Is The Key To Success In The Multifamily Market

• Phil discusses how your client’s trusts you with their money

• • They trust you to go within your network and get the best vendors
  • Get professional help
  • They are going the passive investor route
• Phil understands that there is some fear associated with apartment syndication and deals, but it is a similar experience to skydiving
• • You have no idea if deals are going to go off without a hitch and make good returns
• Phil discusses how the key to success in the multifamily market is mitigating vacancy risk, which can be difficult to do in smaller properties
• Real estate is a cyclical industry and even in the midst of a downturn, there is still potential for growth

[22:56 - 28:04] Closing Segment

• Phil invites us to visit his web

In this episode, I welcome Dan Sheeks! Dan Sheeks is a high school business/marketing teacher, real estate investor, and personal finance advocate in Denver, Colorado. Dan tells us about his passion project, which is “Sheeks Freaks”, which is an online community for youn people who are motivated and interested in entrepreneurship.

Listen in on this episode as Dan tell us about his passion project, “Sheeks Freaks”, which he started a year and a half ago. Dan realized that there are many different ways to achieve success without a college degree, such as through certificates or business programs. Dan shares his experience with student loan debt and the pressure it can put on young people to attend College. Listen in as he encourages listeners to consider options other than College for those who are interested in early financial independence!

[00:01 - 09:05] The Need to Understand How Money Works

• Dan introduces a great non-profit group organization called, “Next Gen Personal Finance”.
• Dan talks about having a personal finance class as an elective in institutions

• Dan explains that wealthier families understand how money works while poorer families who struggle with finances have nothing to pass on to their kids

• How Sheeks Freaks community has a diverse socioeconomic background because financial education is not directly related to wealth

• Dan discusses the importance of saving and investing money wisely

• He offers advice for young people who are considering a career in real estate

[09:06 - 16:18] College is Not The Only Path To Success

• Dan discusses whether you have to go College or not
• • He offers advice on how to make the decision for yourself
• You have to find a career that you’re truly passionate

• He advises against pursuing degrees in fields that are not likely to lead to a successful career

• Dan advises the importance of saving money for College

• Start out by attending community college first

• It is a personal choice

• Going to College can be a financial burden for young people

• Dan explains that there are other paths to success and not everyone needs to go to College

[16:19 - 22:34] Sharing Your Passion As A Society With Sheeks Freaks

• Dan tells us that the society has made us believe that College is the only way to be successful
• • Dan recommends Sheeks Freaks as a resource for those who are interested to join in these groups
• The Sheeks Freaks community is designed to help parents share their passion

[22:35 - 28:04] Closing Segment

• Dan invites us to go to his website: http://www.sheeksfreaks.com
• He encourages parents to reach out to him if they have a teenager who they think would be interested in these group
• • It is a free community for parents and investors to connect with each other

Tweetable Quotes:

“Wealthy families who understand how money works who are teaching it to their kids, but the poorer families who don't understand how money works and who struggle with finances, they have nothing to pass on to their kids.” – Dan Sheeks

“College is not an easy choice. I write about that in the book, should you go to college or should you not? But the bottom line is, it really is a personal choice.” – Dan Sheeks

Connect with Dan through his w

In this episode, I welcome Dan Sheeks! Dan Sheeks is a high school business/marketing teacher, real estate investor, and personal finance advocate in Denver, Colorado. Dan tells us about his passion project, which is “Sheeks Freaks”, which is an online community for youn people who are motivated and interested in entrepreneurship.

Listen in on this episode as Dan tell us about his passion project, “Sheeks Freaks”, which he started a year and a half ago. Dan realized that there are many different ways to achieve success without a college degree, such as through certificates or business programs. Dan shares his experience with student loan debt and the pressure it can put on young people to attend College. Listen in as he encourages listeners to consider options other than College for those who are interested in early financial independence!

[00:01 - 07:09] Sheeks Freaks Goal Helps Young People for a Successful Future

• Dan introduces “Sheeks Freaks”
• • An online community for young people who are motivated to become financially independent
• Dan shares his goal is to help young people prepare themselves for a successful future
• Dan teaches kids to learn about financial literacy and personal finance

[07:10 - 10:49] The Importance of Persistence and Determination

• Dan teaches the importance of persistence and determination
• Dan describes how he and his wife have invested in real estate over the past five years
• • The speak about their experience with the “Bigger Pockets” community
  • Dan recommends Jacob Clifford as another option for those looking for an income stream in real estate
• He emphasizes the importance of having a background in running a community in order to be successful

[10:50 - 15:53] Networking and Making Connections

• The importance of networking and making connections

• Dan recommends the listeners to read: Set for Life: Dominate Life, Money, and the American Dream

• He stresses in his Mastermind group is networking and how that can change everything in a moment

[10:50 - 20:39] A Change in Mindset Can Be Difficult but Ultimately be Rewarding

• Putting yourself out there can help you meet new people and connect with others who share your interests

• Dan describes the importance of loving yourself and caring for yourself in order to be successful

• A change of mindset can be difficult but ultimately be rewarding

[20:40 - 24:38] Closing Segment

• Dan invites us to go to his website: http://www.sheeksfreaks.com
• He encourages parents to reach out to him if they have a teenager who they think would be interested in these group
• • It is a free community for parents and investors to connect with each other

Tweetable Quotes:

“One of the things I stress more than anything in the mastermind group is networking and how that can change everything in a moment.” – Dan Sheeks

“I'm happy to say that in the Sheeks Freaks mastermind, it is the whole gamut, socioeconomic, race, gender age to a certain degree, but we have members who come from very poor households and we have members that come from more high-end households with a lot of wealth and they all have a chance to succeed and are doing really, really well in the group because at the end of the day, it has more to do with mindset and motivation, perseverance, attitude and

This is part 2 of my conversation with Perry Zhang, the Founder and CEO of Cash Flow Portal. Perry discusses how their platform makes it easy for passive investors to invest in deals. He says that their user-interface is designed to be fast and easy to navigate, and have eliminated the need for syndicators to search for them. He shares how their portal can help investors get references and testimonials, which can help them with getting funding.

In this episode, Perry discusses how technology has created an interconnected world and how it has made it easier for people to learn about new ways to invest. He believes that this connectivity is what makes the world a better place, as it allows for more transparency and accountability. Listen in!

[00:01 - 04:04] Simplifying the User Experience For The Real Estate Investing Space

• Perry discusses how simplifying the user experience is important for real estate investors
• Different organization have different ways of delighting their customers
• How the real estate investing space is well-aware of the importance of a simplified user experience

[04:05 - 10:49] Anonymity is Important For Syndicators, Whether Good or Bad

• Solving a problem with an elegant solution
• Using machine learning to recognize transaction between investors
• How it is important to have feedback to review a syndicator
• • Anonymity is important because people can be upset and leave bad reviews
• Reputation score of all the passive investors would be helpful for the syndicator

[10:50 - 18:24] Safely Invest By Focusing on Calibrating Business Indicators

• Perry discusses that it is important to focus on calibrating business indicators so that everyone can invest in them safely
• He explains how it’s relatively easy to earn money but to be able to invest and build is the challenge
• Perry wants to build a platform where the passive investors can find and invest with him

[18:25 - 17:56] Closing Segment

• Perry talks about his passion is to create a good platform that people can find trustworty
• You can get a hold of Perry through his website: https://www.cashflowportal.com/

Tweetable Quotes:

“I have a pretty massive opportunity with the platform and even from an economic standpoint, there's no way I can poach any syndicate for my own syindication because syndication is fun, but it's not my passion. My passion is to create a good platform that people can find trustworthy” – Perry Zheng

Connect with Perry through his website at https://www.cashflowportal.com/ or through his email!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.

This is part 1 of my conversation with Perry Zheng, Perry is the founder and CEO of Cash Flow Portal, a modern real estate syndication software. He was an engineering manager at Lyft for 5.5 years, and worked as a software engineer at Twitter and Amazon. Perry is also a lead sponsor on 850+ apartment units, having raised 20M+ for real estate projects and generating 30%+ annualized return for investors.

In this episode, Perry shares with us how he designed his website, Cash Flow Portal, to make it easy for users to convert and increase the user’s trust in the site. He also talks about how easy it is to create a deal on the website and how his philosophy is to make it easy for users without requiring too much knowledge. Perry is a syndicator and he is talking about how technology can help solve information exposure. He says that people are still operating like there is no accountability system, but there is that people are afraid to utilize it because people are still operating that old school methodology where “We’re going to come at you if we figure out it was you”. Perry wants to create a platform where people can be honest and share their true experiences, and he doesn’t want anyone to get hurt. Listen in!

[00:01 -09:51 ] Streamline The Conversation Through Cash Flow Portal

• Perry shares how he created the Cash Flow Portal in order to simplify the process for users to create their own portfolio
• The portal is used as a social proof where you can store the user’s testimonials and recommendations from other syndicators
• He talks about his passion of streamlining the process to help people avoid the first 15-30 minutes of the conversation
• His goal is to prevent people from poaching from other syndicators passively

[09:06 - 22:15 ] Make It Easy To Access Information By Flattening the Structure

• How he raised capital through his experience as a Lyft manager
• Spreading the word and how to be a good syndicator
• How the friction is inversely proportional to conversion
• • The higher the friction, the less conversion
• Ultimately becoming more efficient to make sure that people do not need many clicks to access something
• • Flattening the structure

Tweetable Quotes:

“Our goal is to prevent people from poaching, each other syndicators passively.” – Perry Zheng

Connect with Perry through his website at Cash Flow Portal or through LinkedIn!

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.

Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306.

Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/.

To learn more about me, visit my LinkedIn profile, and connect with me.