The Capital Stack

The Capital Stack

Download on the App Store

The Capital Stack episodes

  • 068. Investing Out-of-State Can Supercharge Your Profits…Here’s How with Vessi Kapoulian

    Want investment opportunities that align with your goals? At Birch Prosper, our team considers your unique criteria to identify the best opportunities. Let’s start the conversation! 

    Just go to: https://calendly.com/birch-prosper/intro-meeting-15-min-clone

    --

    Don’t miss this episode where guest Vessi Kapoulian and I discuss how to create systems and processes to invest out-of-state, and much more!

     --

    About the guest:

    Vessi is a real estate entrepreneur and the Founder of DBA Capital Group. She has over 18 years of experience, including 14 years of commercial lending experience and 4 years of management, sales and marketing. Vessi started her real estate journey in 2017, and currently controls a portfolio of properties in Florida, Tennessee, and Georgia. Her mission is to help others attain their own financial freedom while providing a clean, safe, and pleasant home for her clients and improving the local communities she invests in.

    Connect with Vessi: 

    DBA Capital Group: https://dbacapitalgroup.com/

     

    Episode Highlights:

    ✔️ Taking action now to avoid facing the fear of regret later

    ✔️ Reasons to invest out-of-state, and how to do it successfully

    ✔️ How a strong ‘why’ will propel you forward during challenging times

    ✔️ The 4 benefits of coaching programs: (1) structure, (2) education, (3) accountability, and (4) partnership

    ✔️ How to effectively build relationships within coaching/mentorship ecosystems

    ✔️ Balancing your work life as a busy professional, while building a real estate portfolio

     

    🎯 Actionable tip for new investors: Take action. Take small, consistent, but persistent steps toward your goals. 

    📚 Book of the week:“The One Thing” by Gary Keller; “Think and Grow Rich” by Napoleon Hill

     

    💡 Question of the week:  What are your thoughts on free vs paid mentorship programs❓ 

    --

    💡 Interested in learning more about opportunities to partner in deals as a passive investor? 
     
     Connect with us!

    BRANDON’S LINKEDIN: https://www.linkedin.com/in/brandon-e-jenkins/

    BIRCH PROSPER INSTAGRAM: @birch_prosper

    BIRCH PROSPER INVESTOR CLUB: https://bit.ly/birch-prosper-investor-portal

    BIRCH PROSPER WEBSITE: https://www.birchprosper.com/

    -- 

    🤝🏻 ARE YOU AN INVESTOR IN THE DC-MD-VA AREA?

    Be sure to join our local meetup group!

    DMV Apartment Investor Community page: https://www.meetup.com/dmv-apartment-investor-community/ 

    --

    Interested in investing with Birch Prosper? Let's chat! Schedule a call with us.

    Schedule a 15 min intro call (Calendly link): https://calendly.com/birch-prosper/intro-meeting-15-min-clone 

    58 min
  • 067. Focusing on Value Preservation and Capital Appreciation with Victor Bell

    Want investment opportunities that align with your goals? At Birch Prosper, our team considers your unique criteria to identify the best opportunities. Let’s start the conversation! 

    Just go to: https://calendly.com/birch-prosper/intro-meeting-15-min-clone

    --

    Don’t miss this episode where guest Victor Bell and I discuss everything from the importance of clear messaging when speaking with investors to the migration of capital during various phases in the real estate cycle!

     --

    About the guest:

    Victor Bell has transacted over $59 million in real estate in seven states, including Hawaii, Arizona, Texas, North Carolina, Vegas, Ohio, and Michigan. He is a best-selling author, real estate trainer, and a top speaker on leadership, real estate investing, entrepreneurship, marketing, and finance. Victor Bell has been investing in multi-family real estate since the mid-1990’s.

    Connect with Victor Bell: 

    Facebook: https://www.facebook.com/warhorse.strength

    Bell-Capital: https://www.bell-capital.com/

    Phone: 808-778-1326

     

    Episode Highlights:

    ✔️ How the fear of not getting started can be a great motivator for success

    ✔️ Applying what you learn from mentorship and coaching programs

    ✔️ The importance of finding your strategy and your identity as a real estate investor

    ✔️ Why it makes sense to raise the quality of the properties in your buy box

    ✔️ How being direct with your value proposition can benefit you as a syndicator

    ✔️ Why it’s important for passive investors to find sponsors who truly respect their capital

     

    🎯 Actionable tip for new investors: Ask questions. As a passive investor, make sure you get all your questions answered before contributing capital to a deal.  

    📚 Book of the week:“The Book on Negotiating Real Estate” by J Scott, Mark Ferguson, Carol Scott

     

    💡 Question of the week:  Do you invest more for cash flow, value preservation, or forced appreciation ❓ 

    --

    💡 Interested in learning more about opportunities to partner in deals as a passive investor? 
     
     Connect with us!

    BRANDON’S LINKEDIN: https://www.linkedin.com/in/brandon-e-jenkins/

    BIRCH PROSPER INSTAGRAM: @birch_prosper

    BIRCH PROSPER INVESTOR CLUB: https://bit.ly/birch-prosper-investor-portal

    BIRCH PROSPER WEBSITE: https://www.birchprosper.com/

    -- 

    🤝🏻 ARE YOU AN INVESTOR IN THE DC-MD-VA AREA?

    Be sure to join our local meetup group!

    DMV Apartment Investor Community page: https://www.meetup.com/dmv-apartment-investor-community/ 

    --

    Interested in investing with Birch Prosper? Let's chat! Schedule a call with us.

    Schedule a 15 min intro call (Calendly link): https://calendly.com/birch-prosper/intro-meeting-15-min-clone 

    1 hr 4 min
  • 066. Marriage and Real Estate with Kevan and Ayesha Shelton

    Want investment opportunities that align with your goals? At Birch Prosper, our team considers your unique criteria to identify the best opportunities. Let’s start the conversation! 

    Just go to: https://calendly.com/birch-prosper/intro-meeting-15-min-clone

    --

    Don’t miss this episode where we discuss the love-love relationship of marriage and real estate! Guests Kevan and Ayesha Shelton provide valuable insight into achieving balance with your partner as real estate investors.

     --

    About the guest:

    Kevan and Ayesha Shelton are the hosts of the Marriage and Real Estate podcast and the founders of Park Street Homes, a premier home builder striving to create opportunities, build better communities, and provide housing for amazing homeowners and families.

     

    Connect with Kevan and Ayesha: 

    Marriage & Real Estate Conference: https://www.marriageandrealestateconference.com/

    Park Street Homes: https://www.parkstreethomes.com/

    Marriage & Real Estate Podcast: https://www.marriageandrealestate.com/podcast

     

    Episode Highlights:

    ✔️ How to leverage your professional/corporate background in your real estate business

    ✔️ Achieving balance as a couple when partnering in business 

    ✔️ The importance of having an aligned vision with your spouse/significant other

    ✔️ Finding the lesson(s) in your setbacks (i.e., “the big L”)

    ✔️ Surrounding yourself with people who have had success doing what you want to do 

    ✔️ The impact of concise messaging when raising private capital

     

    🎯 Actionable tip for new investors: (Kevan) Get educated. (Ayesha) Find your tribe. 

    📚 Book of the week:“Rich Dad, Poor Dad” by Robert Kiyosaki

     

    💡 Question of the week:  Do you and your partner have an aligned vision❓ 

    --

    💡 Interested in learning more about opportunities to partner in deals as a passive investor? 
     
     Connect with us!

    BRANDON’S LINKEDIN: https://www.linkedin.com/in/brandon-e-jenkins/

    BIRCH PROSPER INSTAGRAM: @birch_prosper

    BIRCH PROSPER INVESTOR CLUB: https://bit.ly/birch-prosper-investor-portal

    BIRCH PROSPER WEBSITE: https://www.birchprosper.com/

    -- 

    🤝🏻 ARE YOU AN INVESTOR IN THE DC-MD-VA AREA?

    Be sure to join our local meetup group!

    DMV Apartment Investor Community page: https://www.meetup.com/dmv-apartment-investor-community/ 

    --

    Interested in investing with Birch Prosper? Let's chat! Schedule a call with us.

    Schedule a 15 min intro call (Calendly link): https://calendly.com/birch-prosper/intro-meeting-15-min-clone

    1 hr 1 min
  • 065. Invest Where You Play with Don Spafford

    Want investment opportunities that align with your goals? At Birch Prosper, our team considers your unique criteria to identify the best opportunities. Let’s start the conversation! 

    Just go to: https://calendly.com/birch-prosper/intro-meeting-15-min-clone

    --

    Don’t miss this episode where guest Don Spafford and I discuss an attractive and fun asset class that you can use!

     --

    About the guest:

    Don is a highly educated Omaha, Nebraska native with a professional background in Finance and Securities Investing. He is a lifelong learner and a lifelong server of the greater good; his community service efforts include some incredible mission work overseas in Northern Argentina. Don specializes in niche, non-traditional real estate projects, including RV campground investing, which ultimately led him to Happy Camper Capital. He now finds great satisfaction in providing high-return investment opportunities to others who want to invest in real estate.

    Connect with [Guest Name]: 

    Website: https://beyondercamp.com/


    Episode Highlights:

    ✔️ Leveraging your retirement accounts to close your first deal

    ✔️ How you can start investing without being “born rich”

    ✔️ Why campground investments can provide strong cash flow

    ✔️ Ways to add value and increase the NOI of campground investments

    ✔️ Investing in campgrounds vs multi-family assets

     

    🎯 Actionable tip for new investors: Get educated. Read industry reports to understand what factors impact the campground investment niche. 

    📚 Book of the week:“Set For Life” by Scott Trench

     

    💡 Question of the week:  Do you invest more for cash flow or for the upside on the exit❓ 

    --

    💡 Interested in learning more about opportunities to partner in deals as a passive investor? 
     
     Connect with us!

    BRANDON’S LINKEDIN: https://www.linkedin.com/in/brandon-e-jenkins/

    BIRCH PROSPER INSTAGRAM: @birch_prosper

    BIRCH PROSPER INVESTOR CLUB: https://bit.ly/birch-prosper-investor-portal

    BIRCH PROSPER WEBSITE: https://www.birchprosper.com/

    -- 

    🤝🏻 ARE YOU AN INVESTOR IN THE DC-MD-VA AREA?

    Be sure to join our local meetup group!

    DMV Apartment Investor Community page: https://www.meetup.com/dmv-apartment-investor-community/ 

    --

    Interested in investing with Birch Prosper? Let's chat! Schedule a call with us.

    Schedule a 15 min intro call (Calendly link): https://calendly.com/birch-prosper/intro-meeting-15-min-clone

    1 hr 1 min
  • 064. Best In Class Asset Management with Shane Thomas

    Want investment opportunities that align with your goals? At Birch Prosper, our team considers your unique criteria to identify the best opportunities. Let’s start the conversation! 

    Just go to: https://calendly.com/birch-prosper/intro-meeting-15-min-clone

    --

    Don’t miss this episode where guest Shane Thomas and I talk about the importance of asset management in multi-family syndication deals!

     --

    About the guest:

    Shane is a co-founder of Catalyst Equity Partners. He has over 10 years of experience working at PwC, a Big-4 Consulting Firm, where he led large teams in strategically advising large Fortune 500 companies on ways to improve operations, increase revenues and reduce costs by implementing streamlined processes, systems, and technology. Shane is involved in all aspects of Catalyst Equity Partners business with a focus on acquisitions, asset management, and investor relations. He leverages his expertise in large-scale project management, analytics, and process improvement to ensure Catalyst Equity Partners processes are best-in-class.

    Connect with Shane Thomas: 

    Email: [email protected]

    Catalyst Equity Partners: https://catequity.com/

     

    Episode Highlights:

    ✔️ How paying attention to the details in syndication deals gives you an advantage

    ✔️ The mindset of scale; building a team/infrastructure to grow your business

    ✔️ Why over-communicating is better than poor, or no, communication

    ✔️ Good vs bad asset management

    ✔️ What is asset management: (1) portfolio management, (2) operations management, (3) construction management, (4) investor relations/management/communication

    ✔️ Red flags to look out for as a limited partner (passive investor)

    ✔️ Matching the debt to the business plan

     

    🎯 Actionable tip for new investors: Build your network. Vet sponsors. Define your criteria/goals. 

    📚 Book of the week: “The Hands-Off Investor” by Brian Burke

     

    💡 Question of the week:  What are some red flags you look for as a passive investor in syndication deals❓ 

    --

    💡 Interested in learning more about opportunities to partner in deals as a passive investor? 
     
     Connect with us!

    BRANDON’S LINKEDIN: https://www.linkedin.com/in/brandon-e-jenkins/

    BIRCH PROSPER INSTAGRAM: @birch_prosper

    BIRCH PROSPER INVESTOR CLUB: https://bit.ly/birch-prosper-investor-portal

    BIRCH PROSPER WEBSITE: https://www.birchprosper.com/

    -- 

    🤝🏻 ARE YOU AN INVESTOR IN THE DC-MD-VA AREA?

    Be sure to join our local meetup group!

    DMV Apartment Investor Community page: https://www.meetup.com/dmv-apartment-investor-community/ 

    --

    Interested in investing with Birch Prosper? Let's chat! Schedule a call with us.

    Schedule a 15 min intro call (Calendly link): https://calendly.com/birch-prosper/intro-meeting-15-min-clone

    1 hr 1 min
  • 063. Syndication Success for Medical Professionals with Dr. Lydia Essary

    Want investment opportunities that align with your goals? At Birch Prosper, our team considers your unique criteria to identify the best opportunities. Let’s start the conversation!

    Just go to: https://calendly.com/birch-prosper/intro-meeting-15-min-clone
    --

    Don’t miss this episode where guest Dr. Lydia Essary and I talk about ways busy medical professionals can build wealth while juggling a demanding career!
    --

    About the guest:

    Dr Lydia Essary is a physician dermatopathologist in Dallas, TX, and principal at Lift Equity Invest, a company focused on helping busy healthcare professionals build passive income and generational wealth through apartment investing. Dr. Essary has invested in multifamily real estate syndications since 2018 as both general partner in 713 units and a limited partner in over 4300 units. For busy healthcare professionals interested in making their money work for them through apartment investing, Lift Equity provides education and quality opportunities to invest and reach their financial goals.

    Connect with Dr Lydia Essary:
    Email: [email protected]
    Website: https://www.liftequityinvest.com/
    --

    Episode Highlights:
    ✔️ What it takes to acquire and operate your first large multi-family property
    ✔️ Why you shouldn’t be afraid to change out your property management company, if needed
    ✔️ Investing in real estate deals while working as a physician or busy medical professional
    ✔️ Achieving a life-work balance as an active apartment syndicator
    --

    🎯 Actionable tip for new investors: Join meetup groups and get educated. Take feedback/advice from successful investors.

    📚 Book of the week: “Rich Dad Poor Dad” by Robert Kiyosaki

    💡 Question of the week:  If you are a physician or medical professional, have you considered investing in multi-family syndication❓
    --
    💡 Interested in learning more about opportunities to partner in deals as a passive investor?

    Connect with us!
    BRANDON’S LINKEDIN: https://www.linkedin.com/in/brandon-e-jenkins/
    BIRCH PROSPER INSTAGRAM: @birch_prosper
    BIRCH PROSPER INVESTOR CLUB: https://bit.ly/birch-prosper-investor-portal
    BIRCH PROSPER WEBSITE: https://www.birchprosper.com/
    --
    🤝🏻 ARE YOU AN INVESTOR IN THE DC-MD-VA AREA?
    Be sure to join our local meetup group!
    DMV Apartment Investor Community page: https://www.meetup.com/dmv-apartment-investor-community/
    --
    Interested in investing with Birch Prosper? Let's chat! Schedule a call with us.
    Schedule a 15 min intro call (Calendly link): https://calendly.com/birch-prosper/intro-meeting-15-min-clone

    47 min
  • 062. Navigating the Capital Markets with Julie Anne Peterson

    Want investment opportunities that align with your goals? At Birch Prosper, our team considers your unique criteria to identify the best opportunities. Let’s start the conversation! 

    Just go to: https://calendly.com/birch-prosper/intro-meeting-15-min-clone

    --

    Don’t miss this episode where guest Julie Anne Peterson and I discuss how working with an experienced mortgage broker can provide surety of close and give you confidence in your deals!

     --

    About the guest:

    Julie Anne Peterson is Julie Anne Peterson (graciously referred to as The First Lady of Lending) is Senior Director for Old Capital Lending - a nationwide premier provider of commercial capital solutions and advisory services for multi-family and & commercial real estate. She has 32 years of real estate transaction experience, and personally invests in commercial and multi-family assets as a General and Limited Partner in TX, SC, and KY. Julie is also the host of the very successful weekly virtual meeting, Zoom @ 8pm EST, where new and seasoned investors come to get educated and build relationships.

     

    Connect with Julie: 

    LinkedIn: https://www.linkedin.com/in/julie-anne-peterson-51a6603/

    Zoom @ 8 Meetup: https://www.dancinginvestments.com/

    NAIC Facebook Page: https://www.facebook.com/NAICsandiego/

     

    Episode Highlights:

    ✔️ The importance of working with a broker that provides surety of close on your deals

    ✔️ How Zoom @ 8pm EST helped its attendees close about $60MM in deals

    ✔️ Understanding how and when to engage commercial mortgage brokers in your deal

    ✔️ What is an interest rate cap?

    ✔️ Underwriting more conservative rent growth in the current macroeconomic climate 

    ✔️ Understanding your assumptions when underwriting deals

    ✔️ Selecting the right debt structure for your business plan and exit strategy

     

    🎯 Actionable tip for new investors: Get educated. If you’re ready to invest, then invest with an experienced sponsorship team.

    📚 Book of the week:“Insider Secrets to Financing Your Real Estate Investments” by Frank Gallinelli

    💡 Question of the week:  How do you verify your assumptions in your underwriting❓ 

    --

    💡 Interested in learning more about opportunities to partner in deals as a passive investor? 
     
     Connect with us!

    BRANDON’S LINKEDIN: https://www.linkedin.com/in/brandon-e-jenkins/

    BIRCH PROSPER INSTAGRAM: @birch_prosper

    BIRCH PROSPER INVESTOR CLUB: https://bit.ly/birch-prosper-investor-portal

    BIRCH PROSPER WEBSITE: https://www.birchprosper.com/

    -- 

    🤝🏻 ARE YOU AN INVESTOR IN THE DC-MD-VA AREA?

    Be sure to join our local meetup group!

    DMV Apartment Investor Community page: https://www.meetup.com/dmv-apartment-investor-community/ 

    --

    Interested in investing with Birch Prosper? Let's chat! Schedule a call with us.

    Schedule a 15 min intro call (Calendly link): https://calendly.com/birch-prosper/intro-meeting-15-min-clone 

    1 hr
  • 061. Expert Tips for Hiring and Managing Virtual Assistants with Dr. Alex Tam

    Want investment opportunities that align with your goals? At Birch Prosper, our team considers your unique criteria to identify the best opportunities. Let’s start the conversation! 

    Just go to: https://calendly.com/birch-prosper/intro-meeting-15-min-clone

    --

    Don’t miss this episode where guest Dr. Alex Tam and I discuss the importance of having a strong “why” and tips for hiring the perfect virtual assistant!

     --

    About the guest:

    Dr. Alex Tam is the owner of four fast-growing businesses, from medical to real estate investment to staffing and performance marketing. He is an expert on founding and growing businesses, motivating teams, and exploiting market opportunities to serve his clients. Dr. Tam’s company, Zephyr Equity Group, manages and has invested in over 500 multi-family units across the southern United States.

     

    Connect with Dr. Tam: 

    Phone: 775-717-0090

    LinkedIn: https://www.linkedin.com/in/dralextam/

    Facebook: https://www.facebook.com/alex.tam.7583

     

    Episode Highlights:

    ✔️ Why you need virtual assistants to help you save time in your business!

    ✔️ Tips for multiplying the number of hours you have in a day using other people’s time, energy, talents

    ✔️ If your “why” is not life-changing, re-evaluate your “why”

    ✔️ How to make an impact on the lives of your virtual assistant team

    ✔️ Leveraging transferable skills to launch successful businesses as an entrepreneur

    ✔️ Why hiring for will is superior to hiring for skill

     

    🎯 Actionable tip for new investors: When hiring VAs in your business, spend the time to make sure they understand the vision of your company.

    📚 Book of the week: “The One Thing” by Gary Keller & Jay Papasan

     

    💡 Question of the week:  Have you used virtual assistants in your business❓ 

    --

    💡 Interested in learning more about opportunities to partner in deals as a passive investor? 
     
     Connect with us!

    BRANDON’S LINKEDIN: https://www.linkedin.com/in/brandon-e-jenkins/

    BIRCH PROSPER INSTAGRAM: @birch_prosper

    BIRCH PROSPER INVESTOR CLUB: https://bit.ly/birch-prosper-investor-portal

    BIRCH PROSPER WEBSITE: https://www.birchprosper.com/

    -- 

    🤝🏻 ARE YOU AN INVESTOR IN THE DC-MD-VA AREA?

    Be sure to join our local meetup group!

    DMV Apartment Investor Community page: https://www.meetup.com/dmv-apartment-investor-community/ 

    --

    Interested in investing with Birch Prosper? Let's chat! Schedule a call with us.

    Schedule a 15 min intro call (Calendly link): https://calendly.com/birch-prosper/intro-meeting-15-min-clone

    52 min
  • 060. Cracking the Code to Real Estate Investment Success with Tony Konstant

    Want investment opportunities that align with your goals? At Birch Prosper, our team considers your unique criteria to identify the best opportunities. Let’s start the conversation! 

    Just go to: https://calendly.com/birch-prosper/intro-meeting-15-min-clone

    --

    Don’t miss this episode where guest Tony Konstant and I talk about everything from transferable skill sets from big tech to big real estate, and why it’s important to underwrite even more deals during macroeconomically challenging times!

     --

    About the guest:

    Tony Konstant is Vice President at Ashland Capital – an established real estate investment firm that specializes in the multifamily and student housing asset classes. Throughout his career, he has worked on 37 transactions with a total asset value of $2.5 billion. Tony has worked in a variety of key roles, including Director and portfolio manager for notable firms, such as LivCor, a Blackstone Company, Magnolia Capital, as well as senior positions at Waterton & Associations and Tishman Speyer. He holds a master’s degree in real estate from the University of San Diego and a bachelor’s degree in economics from the University of Virginia.

     

    Connect with Tony: 

    Email: [email protected] 

    LinkedIn: https://www.linkedin.com/in/tonykonstant/

     

    Episode Highlights:

    ✔️ Leveraging highly technical skill sets to build robust financial real estate models

    ✔️ Differences between large, institutional private equity firms and mid-size firms

    ✔️ The long-term impact of early exposure to real estate projects

    ✔️ How math and programming skills can benefit you in the world of real estate finance

    ✔️ Finding deals in a high interest rate, high inflation environment

    ✔️ How to create meaningful, mutually beneficial relationships

    ✔️ What is negative leverage vs positive leverage

     

    🎯 Actionable tip for new investors: Build a quality network. Find a mentor.

     

    💡 Question of the week:  How have you used the skills you've learned in your professional life to become a better real estate investor❓ 

    --

    💡 Interested in learning more about opportunities to partner in deals as a passive investor? 
     
     Connect with us!

    BRANDON’S LINKEDIN: https://www.linkedin.com/in/brandon-e-jenkins/

    BIRCH PROSPER INSTAGRAM: @birch_prosper

    BIRCH PROSPER INVESTOR CLUB: https://bit.ly/birch-prosper-investor-portal

    BIRCH PROSPER WEBSITE: https://www.birchprosper.com/

    -- 

    🤝🏻 ARE YOU AN INVESTOR IN THE DC-MD-VA AREA?

    Be sure to join our local meetup group!

    DMV Apartment Investor Community page: https://www.meetup.com/dmv-apartment-investor-community/ 

    --

    Interested in investing with Birch Prosper? Let's chat! Schedule a call with us.

    Schedule a 15 min intro call (Calendly link): https://calendly.com/birch-prosper/intro-meeting-15-min-clone

    55 min
  • 059. Banking on Relationships: Securing Repeatable Financing with Vernon Beckford

    Want investment opportunities that align with your goals? At Birch Prosper, our team considers your unique criteria to identify the best opportunities. Let’s start the conversation! 

    Just go to: https://calendly.com/birch-prosper/intro-meeting-15-min-clone

    --

    Don’t miss this episode where guest Vernon Beckford and I discuss the state of capital markets and the importance of developing long-term banking relationships!

     --

    About the guest:

    Vernon Beckford is the CEO of Diversified Lending Solutions. He has fifteen years of experience and leadership in investment management, debt and equity joint ventures, commercial mortgage origination, and distressed loan workouts.  Vernon’s vast professional experience in the world of finance and asset management includes key positions with notable firms, such as Global Atlantic Financial Group, formerly Goldman Sachs Reinsurance, CW Capital, where oversaw distressed workouts on loans in excess of $200 million, serving as the negotiating party with property landlords, and Credit Suisse, where he worked in the Structured Finance Group domestically and in Japan, focusing on loan originations and securitization. 

    Vernon holds a B.A. from Columbia University and an MBA from Harvard Business School.

    Connect with Vernon: 

    Email: [email protected]

    LinkedIn: https://www.linkedin.com/in/vernon-beckford-77ba17/

    Diversified Lending Solutions: https://www.dlsloans.com/

     

    Episode Highlights:

    ✔️ Understanding the real estate cycle from the lender’s perspective

    ✔️ The impact of financial/banking regulatory pressure on transactional volume

    ✔️ Lenders’ focus in a tighter financial climate: (1) fewer property types, (2) lower leverage, (3) focusing on clients seeking long-term relationships

    ✔️ Conservative underwriting in challenging macroeconomic periods

    ✔️ Tips for incentivizing banks to work with you as an investor

    ✔️ Building long-term relationships with the financing community 

     

    🎯 Actionable tip for new investors: Understand your value and/or strengths and build relationships to fill the gaps.

    📚 Book of the week:“The Definitive Guide to Underwriting Multifamily Acquisitions” by Robert Beardsley

     

    💡 Question of the week:  Are you underwriting your deals more conservatively in the current economic climate❓ 

    --

    💡 Interested in learning more about opportunities to partner in deals as a passive investor? 
     
     Connect with us!

    BRANDON’S LINKEDIN: https://www.linkedin.com/in/brandon-e-jenkins/

    BIRCH PROSPER INSTAGRAM: @birch_prosper

    BIRCH PROSPER INVESTOR CLUB: https://bit.ly/birch-prosper-investor-portal

    BIRCH PROSPER WEBSITE: https://www.birchprosper.com/

    -- 

    🤝🏻 ARE YOU AN INVESTOR IN THE DC-MD-VA AREA?

    Be sure to join our local meetup group!

    DMV Apartment Investor Community page: https://www.meetup.com/dmv-apartment-investor-community/ 

    --

    Interested in investing with Birch Prosper? Let's chat! Schedule a call with us.

    Schedule a 15 min intro call (Calendly link): https://calendly.com/birch-prosper/intro-meeting-15-min-clone

    51 min

About The Capital Stack

From the publisher's feed

It's no secret that investing in real estate is an incredible way to build life-changing, long-term wealth. You might've heard the statistic that nearly 90% of all millionaires owe a portion of their…