The Capital Stack

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 Marques Ogden and I discuss ways you can grow and scale your business organically and authentically!

 --

About the guest:

In 2003, Marques Ogden was drafted into the NFL as an offensive lineman. After 5 years of playing in league, he decided to retire and pursue a career in construction and contracting.  At the age of 27, Marques founded a construction company called Kayden Premier Enterprises. The company experienced rapid growth, but in 2010 his business went bankrupt, losing almost 2 million dollars on one project in a matter of 90 days. During his darkest hours, Marques pulled himself together, got a part-time job as a custodian, and, with hard work and determination, he became an inspirational keynote speaker, executive coach, best-selling author and marketing leader, helping to build the success of others.  

Connect with Marques Ogden: 

Email: [email protected]

Website: https://marquesogden.com/

Episode Highlights:

✔️ What it means to be authentic when building relationships and networking

✔️ Overcoming imposter syndrome

✔️ Building a strong brand through positive interruption marketing

✔️ How to start building your brand from scratch and defining: (1) your mission statement, (2) your mantra, and (3) your value proposition

✔️ The 4 keys to a successful business

✔️ Crafting a keynote speech using D.E.A.L. (Drop Everything And Listen)

🎯 Actionable tip for new investors: Whether you’re an active investor, a passive investor, or an entrepreneur, focus on creating and growing your brand

📚 Book of the week:“The Success Cycle: 3 Keys for Achieving Your Goals in Business and Life” by Marques Ogden

💡 Question of the week:  Have you ever tried to “break into” a new social circle or professional network without it happening organically❓ 

--

💡 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

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 guests Alan & Elena Neely go in-depth on their journey from single-family real estate investors to successful syndicators with over +$500M in assets in their portfolio.

 --

About the guest:

Alan & Elena Neely are the founders of Andover Holdings, a real estate investment firm providing passive investment opportunities with recession-resilient opportunities. They’ve leveraged their professional experience in the commercial airline and finance industries to build a portfolio of 5,244 units across 21 syndication deals totaling $574M in assets.

Connect with Alan & Elena Neely: 

Email: [email protected]

Website: https://www.andoverholdings.com/

Book: “Next Level Your Life”

Episode Highlights:

✔️ Leveraging the economies of scale of passive investments in multi-family syndication deals

✔️ How single-family investors can shift their mindset from owner-operator to investor and step up into the multi-family syndication space

✔️ Ways couples can empower each other to continue seeking personal growth and professional development

✔️ Why plugging into coaching and mentorship ecosystems can help you set and achieve goals in your life and business

✔️ Strategies for consistent, conservative growth as an investor

✔️ How adapting your real estate market criteria can help you over the long-term

🎯 Actionable tip for new investors: Get educated on the benefits of investing in syndication deals

📚 Books of the week: 

“The Wealthy Code” by George Antone

“The Banker’s Code” by George Antone

“The Debt Millionaire” by George Antone

💡 Question of the week:  What are the most important factors impacting your investment criteria from a market selection standpoint❓ 

--

💡 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 

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 dive into the infinite banking strategy for building long-term wealth!

 --

Episode Highlights:

✔️ What is infinite banking? And how can it help you build wealth?

✔️ How to borrow against the cash value of your policy at a low rate and use that capital to invest in real estate deals

✔️ How to structure your whole life policy to generate wealth

✔️ Increasing your liquidity by maximizing your policy’s cash value 

✔️ Using a convertible term policy to lock in your current health rating

✔️ Understanding the conditions imposed when borrowing from your policy

🎯 Actionable tip for new investors: Get educated on whether having a whole life policy makes sense for you. There are many educational videos on YouTube.

📚 Book of the week:“Becoming Your Own Banker: Unlock the Infinite Banking Concept” by Nelson Nash

💡 Question of the week:  Do you think using whole life insurance for infinite banking is a sound financial strategy❓ 

--

💡 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 

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 Josh Payne and I share actionable tips on ways to break through self-limiting beliefs and achieve your goals!

 --

About the guest:

Josh Payne is a speaker, mentor, and a leader in the financial industry. He has mentored, trained, and developed over 200 licensed agents throughout the U.S. Josh specializes in investments, insurance, and mortgages, and is driven by his passion to break down the systemic problems in our country of “lack of equal access” to financial education and resources across all economic boarders. Payne aims to extend his reach in delivering the powerful message of financial literacy and entrepreneurship to the national community.

Connect with Josh Payne: 

Instagram: https://www.instagram.com/joshbpayne/
Website: https://joshpayne.com/

Episode Highlights:

✔️ What it means to have success in the thread of life
✔️ Why it’s important to clearly identify what we want in life and in business 
✔️ 3 types of success goals you need to set: (1) an outcome goal, (2) an activity goal, and (3) an identity goal
✔️ 4 focus steps for elevating your identity and breaking through limiting beliefs: (1) awareness, (2) dismiss negative beliefs, (3) replace limiting belief with an empowering belief, and (4) reinforce your new belief system through affirmation and repetition daily
✔️ Why you need to learn how to multiply the number of hours you have in a day 
✔️ The importance of socially distancing yourself from people who will not help you elevate to the next level 

🎯 Actionable tip for new investors: Write down your quarterly goals once every morning and once every night

📚 Book of the week:“Eat That Frog” by Brian Tracy

💡 Question of the week: What are some of your favorite tips for setting goals❓ 

--

💡 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

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 James Wilson and I discuss the capital markets and the importance of building a relationship with commercial lenders.

 --

About the guest:

James Wilson is a Director for Old Capital based out of Dallas-Fort Worth.  He has been an active real estate investor since 2014 and has an interesting background as a former Naval Officer and enlisted service member.  He deployed twice on the aircraft carrier USS Ronald Reagan and once to Micronesia working directly for a US Ambassador at the Embassy.  James also managed over $100 million in construction projects throughout his time with the Navy.

Connect with James Wilson: 

LinkedIn: https://www.linkedin.com/in/jameswilson-mba/
Instagram: https://www.instagram.com/jameswilson.mba/
YouTube: https://www.youtube.com/@jameswilsonmba
Website: https://jameswilson.mba/
Old Capital Conference Site: https://www.oldcapitalconference.com/

Episode Highlights:

✔️ Leveraging your professional network to grow your investing network
✔️ What is a commercial mortgage lender?
✔️ What is the workflow when engaging Old Capital Lending in deal acquisitions?
✔️ Conservative underwriting in high interest rate, high inflationary periods
✔️ Key commercial lending metrics in apartment deals
✔️ Commercial mortgage lender due diligence on sponsorship groups: (1) net worth, (2) liquidity, (3) experience (acquisitions and full-cycle deals) 

🎯 Actionable tip for new investors: Attend in-person conferences/meetups

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

💡 Question of the week: Is potential market cap rate expansion an important factor in your current investment strategy❓ 

--

💡 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

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

--

Tune in as guest Mike Desrosiers and I talk about the importance of staying focused during challenging phases in the market cycle, and the power of serving tenants in your asset management strategy.

 --

About the guest:

Mike Desrosiers is the CEO of Growth Capital Group and Ranch Group. He has 32 years’ experience in real estate investing & property management. Current assets under management include +1,000 units in Kansas City, Texas, Nevada, and California. Mike also has 30 years’ experience as a CEO of a successful marketing agency and is a licensed realtor and private pilot.

Connect with Mike Desrosiers: 

Mike’s Email: [email protected]

Growth Capital Today: https://growcaptoday.com/

Episode Highlights:

✔️ The power of being exposed to entrepreneurship early in life
✔️ How experienced investors stay focused in all phases of the market cycles
✔️ Finding opportunities during periods of high interest rates and high inflation
✔️ Why everyone needs mentors and coaches to get to the next level
✔️ Why it’s important to focus on branding and marketing as an investor
✔️ Having a positive impact on tenants and on the community

🎯 Actionable tip for new investors: Get educated on ways to vet a deal sponsor

📚 Book of the week:“The Millionaire Fastlane” by MJ DeMarco

💡 Question of the week: How does your acquisitions strategy change during the recession and recovery periods of the multi-family real estate cycle❓ 

--

💡 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 

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 Caleb Johnson and I discuss the true meaning of a faith-based business, and the impact of getting started now!

 --

About the guest:

Caleb Johnson is the Founder of Red Sea Capital with a portfolio of retail and multi-family properties. He previously worked for NK Development Group, where his focus on acquisitions and sourcing capital helped him grow the company by 450 units in 2 years. Caleb’s mission is to be a faith-based professional, committed to investors, and building relationships. 

Connect with Caleb Johnson: 

Red Sea Capital Group: https://redseacapitalgroup.com/

Podcast: From Trial to Triumph

Episode Highlights:

✔️ Why the economies of scale in commercial real estate make it a great vehicle for wealth
✔️ What it means to be a faith-based, mission-driven business owner 
✔️ The power of starting now 
✔️ Why being interested in other people is a great way build relationships

 
🎯 Actionable tip for new investors: (1) Get educated, (2) attend local meetups 

📚 Book of the week:“The Power of One More” by Ed Mylett

💡 Question of the week: Is it ever too late to build a successful 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

Tune in as Bryce Robertson and I discuss the importance of eliminating your self-limiting beliefs, and seeking financial freedom, time freedom, and location freedom through real estate!

 --

About the guest:

Bryce Robertson is the host of Financial Freedom Mastery, where he transforms lives from financial struggle to financial freedom and beyond. He also leads the Cultiv8 Collective Inner Circle by investing to create FREEDOM! As a native of Australia, Bryce dropped out of high school with no knowledge of business or entrepreneurship at the time. After a few years in the underground gold mines and 6 years of world travel, Bryce met the love of his life, and planted his feet firmly in the USA. From there, Bryce turned a negative net worth, $2,000 and unseasoned credit into financial freedom in 2.5 years. During the process he created order, peace, and prosperity in his life and in the lives of those around him. Bryce along with industry leading experts, inspire and empower “Freedom Hackers” to live in true fulfillment, living their soul’s purpose, and expressing their FREEDOM through the videocast and podcast Freedom Hack Radio.

Connect with Bryce Robertson: 

Cultiv8 Collective: https://investcultiv8.com/

Financial Freedom Mastery: https://freedomtrinity.com/financial-freedom-matrix1668459000618

Episode Highlights:

✔️ We’re all the same! Your success is determined by your mindset!
✔️ How to pre-program your belief system for success
✔️ Investing in real estate to reach financial freedom, time freedom, and location freedom!
✔️ The power of having an expanded consciousness in entrepreneurship
✔️ How to network at scale when building a capital raising machine
✔️ The importance of carefully vetting your sponsor in real estate deals

🎯 Actionable tip for new investors: (1) Find out which asset class and business model fits your goals, (2) get educated, and (3) seek out mentorship

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

--

❓ WANT TO LEARN MORE?

Apartment Syndication FAQ Reference Sheet

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

LinkedIn: https://www.linkedin.com/in/brandon-e-jenkins/

Instagram: @birch_prosper

Website: https://www.birchprosper.com/

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

-- 

🤝🏻 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/ 

Question of the week:

If you had financial, time, and location freedom, where would you live❓ 

Don’t miss this amazing episode, where Jeff Greenberg discusses the flexibility and diversification offered in his firm’s customizable fund.

 --

About the guest:

Jeff Greenberg is the CEO and Managing Member of Synergetic Investments Group, LLC (SIG). For over 12 years he has managed all aspects of commercial real estate ownership including acquisitions, investor relations, operations, value add implementation, and dispositions. Jeff has been involved in projects worth nearly $150 million consisting of over 2,000 units. He has been involved with stabilized and value add properties including Student Housing, as well as short term rental, and market rate multi-family properties.

Connect with Jeff Greenberg: 

Jeff’s Website: https://www.synergeticig.com/

Jeff’s Email: [email protected]

Link to FREE “Questions to Ask a Deal Sponsor” Download: https://synergeticig.ac-page.com/sponsor

Episode Highlights:

✔️ Factors to consider when investing in multi-family vs student housing 

✔️ Distinctions between a passive investor and an active investor in CRE

✔️ What is a diversified and customizable fund?

✔️ How fund managers vet deal sponsors

✔️ The importance of GP communication when operating a deal

🎯 Actionable tip for new investors: Get educated on how commercial real estate properties are valued

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

--

❓ WANT TO LEARN MORE?

Apartment Syndication FAQ Reference Sheet

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

LinkedIn: https://www.linkedin.com/in/brandon-e-jenkins/

Instagram: @birch_prosper

Website: https://www.birchprosper.com/

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

-- 

🤝🏻 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/ 

Question of the week:

Do you prefer investing in funds or in a single project❓ 

Tune in as Charlie Hardage details the work his company does to engage with investors using a CRM.

 --

About the guest:

Charlie Hardage is an accredited investor with over 12 years of experience in IT sales. He has worked with household names like Dell, Google, and Google Value-Added Resellers. Charlie is a veteran of the US Army, including 5 years serving as an infantry team leader earning numerous service medals, including a Combat Infantry Badge and Purple Heart. He’s been investing in real estate since 2017 and has $130 million in assets under management. Charlie is a GP, or general partner, on 2 deals and a limited partner on 2 deals as well.

 Connect with Charlie Hardage: 

Charlie’s Website: https://www.hkigllc.com/

 Episode Highlights:

✔️ Ways to improve investor engagement and capital raising
✔️ Creating a customer journey for subscribers to your email list/newsletter
✔️ Using a customer relationship management (CRM) system to automate marketing campaigns and educate passive investors
✔️ Using email campaigns to gradually transform investors from beginners to confident/sophisticated investors
✔️ What makes a good CRM
✔️ Understanding the CRM tool learning curve

--

❓ WANT TO LEARN MORE?

Apartment Syndication FAQ Reference Sheet

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

LinkedIn: https://www.linkedin.com/in/brandon-e-jenkins/

Instagram: @birch_prosper

Website: https://www.birchprosper.com/

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

-- 

🤝🏻 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/ 

Question of the week:

What do you look for in a CRM❓