The Capital Stack

Don’t miss this very informative episode! We sit down with Quest Trust Company’s IRA Specialist, Nicole Bacot, to discuss the advantages of opening a self-directed IRA.

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About the guest:

Nicole Bacot is an IRA Specialist at Quest Trust Company. She started her Quest Trust Company journey in November of 2020 and has 15 years of experience in the financial services industry. Starting off in the Trust Industry, Nicole managed the Retirement Services division at Regions Morgan Keegan Trust. In that role Nicole helped design 401(k) plans for multi-person employers. She also managed an $80,000,000 book of business and gave education to the employees of the companies stressing the importance of saving for retirement and how to do so. Her role also allows her broad education and experience give amazing customer service and will continue to grow in her role here at Quest Trust Company. Mrs. Bacot has been married for fifteen years and the couple share two sons, Travis and Townes. 

Connect with Nicole Bacot and Quest Trust Company (QTC): 

QTC Website: https://www.questtrustcompany.com/

QTC Phone: 281-492-3434

QTC Email: [email protected]

Episode Highlights

✔️ Instilling financial literacy in children

✔️ The risk of poor retirement planning

✔️ What is a self-directed IRA? What are the advantages/disadvantages of an SDIRA?

✔️ Using retirement funds to invest in the private investment world

✔️ What types of investments can be held in an SDIRA?

✔️ Converting your 401(k) to a SDIRA

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❓ 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 have funds sitting in a 401(k) from a previous employer❓ 

Tune in as guest Monika Jazyk shares her perspective on creating, building, and maintaining wealth, and how her company, RPI Education, plays a vital role in helping its clients create time and money freedom.

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About the guest:

Monika is the Founder of RPI Education, the world’s fastest growing investment community and is on a mission to help everyday people invest like the top 2%! RPI Education has assisted thousands of people across the globe to build wealth and create time, money freedom in their lives. Monika is a wife and proud mother of four wonderful children.

Connect with Monika: 

RPI Education Website: https://rpieducation.com/home

Episode Highlights

✔️ Filling the wealth gap

✔️ Investing like the “top 1%”

✔️ How financial illiteracy has hurt the middle-class

✔️ How RPI Education helps its investors learn to build, grow, and maintain wealth

✔️ The impact of plugging into an investment community

✔️ Growing and scaling an investment company during the pandemic

--

❓ 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:

How would your daily routine change if you had true financial and time freedom❓ 

Tune in as guest Rama Krishna Chunchu shares his journey to becoming a multi-family syndicator.

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About the guest:

Rama is the Founder of USHA Investment Group LLC. He has a B.E in Mechanical Engineering from Osmania University, India, and a corporate background in I.T. Rama has been investing in real estate since 2015 in NC, FL, and MD. He’s an equity partner in 750+ multifamily units; GP in 64 units. With more than 15 years as an IT professional, Rama Krishna brings his experience in analyzing markets, underwriting deals, raising capital, and asset management. He is both an active and passive investor in multi-family apartment syndications.

Connect with Rama: 

Rama’s Website: https://ushacapital.com/
Rama’s Email: [email protected]
Multi-Family AP360 Virtual Summit: https://multifamilyap360.com/

 Episode Highlights

✔️ Transitioning from single family to multi-family investing
✔️ How the scalability of multi-family real estate helps investors
✔️ Shifting your mindset to the “who, not how” approach to growing your business
✔️ The underwriting workflow for apartment acquisitions
✔️ Which underwriting questions passive investors should ask about a deal before investing
✔️ Questions passive investors should ask about the sponsorship team, the market, and the deal 
✔️ The benefit of attending virtual summits as a passive investor

--

❓ 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 virtual events or in-person events❓ 

Join us as we sit down with the Cost Segregation King, Yonah Weiss, to discuss ways to make a genuine impact on your network and the power of bonus depreciation available to apartment investors.

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About the guest:

Yonah is a powerhouse with property owners' tax savings. As Business Director at Madison SPECS, a national Cost Segregation leader, he has assisted clients in saving hundreds of millions of dollars on taxes through cost segregation. He has a background in teaching and a passion for real estate and helping others. He’s a real estate investor and host of the top podcast Weiss Advice. 

Connect with Yonah: 

Yonah’s Website: https://www.yonahweiss.com/

Yonah’s Podcast: Weiss Advice (Spotify  |  Apple)

 Episode Highlights

✔️ Making a commitment to showing up and being consistent in your business
✔️ Growing your network with brand authenticity
✔️ The importance of educating your audience as a marketing strategy
✔️ How Yonah’s LinkedIn challenge can help you maximize engagement on LinkedIn
✔️ What is cost segregation? How does it help real estate investors?
✔️ How investors use bonus depreciation (which requires a cost segregation study) to reduce their taxable income
✔️ The impact of 2023 and beyond on bonus deprecation
✔️ Which property types can benefit from cost segregation studies?

--

❓ 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’s your favorite strategy for growing your network ❓ 

In this episode, Dallon shares tips on shifting your mindset as an investor, and ways to create a genuine connection with networking events.

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About the guest:

Dallon is the owner and founder of both REV Real Estate and REV Equity Group. He has been investing in real estate since 2018. Dallon is the host of the largest monthly gathering focused exclusively on multifamily investing in the state of Arizona and has recently established chapters in multiple cities across the country. He is also the founder of Rev X, which is an all-inclusive, high caliber experience focused on bringing high performing real estate entrepreneurs together for an exclusive weekend to vacation, network, learn and empower each other to elevate their lives both personally and professionally.

Connect with Dallon: 

Dallon’s Email: [email protected]
Dallon’s Website: https://investwithrev.com/

 
Episode Highlights

✔️ Making an impact on others in your profession
✔️ Pursuing your passion and filling “holes” in your financial life through real estate
✔️ Shifting your mindset from employee to real estate entrepreneur
✔️ How to build a successful real estate investor community 
✔️ Tips to creating a personal connection with meetup attendees 

--

❓ 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 virtual or in-person meetups ❓ 

We discuss the importance of taking action to facilitate positive change in your life as an investor. 

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About the guest:

Brian is full-time apartment investor with ownership interests in over $50 million in assets. He is also the director of the multifamily educational community The Tribe of Titans and the host of the “Diary of an Apartment Investor” podcast. He recently retired from the US Marines after 20 years of service.

Connect with Brian: 

Brian’s LinkedIn: https://www.linkedin.com/in/brian-briscoe-445658a/

Tribe of Titans Website: https://www.thetribeoftitans.com/

Streamline Capital Group: https://www.streamlinecapitalgroup.com/

Brian’s Podcast: Diary Of An Apartment Investor (Apple Podcast  |  Spotify)

Zoom Link to Brian’s Friday Virtual Meetup Events (every Friday @1 – 2pm EST):
https://us02web.zoom.us/j/85426019627?pwd=ejJKMytXbklaL2JMMGZBcmdzbHJVZz09

Episode Highlights:

✔️ Shifting from military service to multi-family syndication

✔️ Joining a coaching program to elevate your peer group, think bigger, and do more!

✔️ Unlocking your growth through mentorship and investor community engagement

✔️ Financial / transition planning for service men and women nearing retirement

✔️ The impact of intentional branding in your business: your most important brand is you!

✔️ How communicating a clear value proposition attracts capital

--

❓ 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 are your real estate goals for next year❓ 

In this episode, we discuss the importance of stretching yourself to achieve the results you want in life.  

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About the guest:

Kevin Jenkins is a multifamily real estate investor with GP and LP experience in over 5,250 units. He has 20 years’ experience as an anesthesiologist—an occupation that requires an analytical perspective, dedication, high-pressure management, and a detail-oriented mindset. Kevin leverages his professional skill set to deliver significant value as an asset manager, team manager, and problem solver.

Connect with Kevin: 

Kevin’s LinkedIn: https://www.linkedin.com/in/kevin-j-238286140/

Kevin’s Website:  https://equitypledge.com/

Kevin’s Email: [email protected]

Episode Highlights:

✔️ Benefits of early exposure to entrepreneurship and real estate investing

✔️ The “Multifamily Multiplier Effect”

✔️ How a collaborative mindset will help you move the needle in your financial life

✔️ Leveraging your relationships to close deals in real estate

✔️ Using your transferrable professional (and transferrable skill sets to win big

✔️ Plugging into the right ecosystem to maximize your growth and level up

✔️ The power of showing up

✔️ How to be an effective out-of-state asset manager

--

❓ 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 think an asset manager can successfully execute the business plan out-of-state❓ 

We sit down with Ironman Triathlete and multifamily investor Matt Fore to hear his perspective on what it takes to achieve success in life and in business. 

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About the guest:

Matt Fore is a part time real estate investor based out of Nashville, Tennessee. In his professional life, he has spent over a decade in sales and sales leadership positions at one of the largest technology companies in the world. After finding real estate, Matt was able to achieve financial independence in 3 short years by the age of 32. Today, Matt has invested in 750+ multi-family units and various real estate debt. When he's not working, he enjoys reading, training for Ironman triathlons and convincing his brother that he is the favorite twin.

Connect with Matt: 

Matt’s LinkedIn: https://www.linkedin.com/in/forematt/

Matt’s Podcast: Ice Cream with Investors

Episode Highlights

✔️ Committing to building multiple income streams to control your financial future

✔️ Converting personal experiences into positive outcomes through giving

✔️ The importance and impact of getting your first deal 

✔️ Why the scalability makes multifamily a better investment than single family

✔️ Parallels between the mindset of pro-level athletes and the mindset of investors

✔️ The 4 steps to major achievement: (1) clarity, (2) consistency, (3) efficiency, (4) compounding

✔️ The benefits of coaching and mentorship

--

❓ 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 are some of the parallels between your passions and success in business/investing❓ 

Join us as guest Alvin Johnson details his 5-year plan to build 20,000 multifamily units using highly efficient and highly scalable building designs.

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About the guest:

Alvin’s journey is a true success story; he started off as a handyman and has grown his business into a $225M empire.  He has over 35 years of experience in the real estate industry and is the CEO of Multifamily Monopoly (MFM), an education platform for real estate investors looking to break into multifamily development and ownership. He is also the President of Hope Housing Foundation, a nonprofit organization focusing on affordable housing. Alvin also created AHJ Development Co., a fully integrated design and development firm handling all foundations development ventures

Connect with Alvin: 

Alvin’s LinkedIn: https://www.linkedin.com/in/alvinhopejohnson/

Clubhouse: @alvinhope

Instagram: alvinhopejohnson

Email: [email protected]

Hope Housing Foundation: https://www.hopehousingfoundation.org/

MFM: https://multifamilymonopoly.com/

Episode Highlights

✔️ How entrepreneurs can grow multiple businesses in real estate

✔️ Establishing an emotional connection to your “why”

✔️ Earning an income while making an impact

✔️ The economic ripple effect of investing in real estate

✔️ What is naturally occurring affordable housing (NOAH)?

✔️ Scalable affordable construction using energy-efficient, off-the-grid design

✔️ Using the Clubhouse app to grow and engage with your network

--

❓ 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/

💰 💰 INVEST WITH US!

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:

Which social media app is the best for engaging with (and growing) your network of investors❓ 

In this episode, we talk about the tips and strategies seasoned investors use to maximize returns in the industrial asset class.

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About the guest:

Over the last 5 years Deren has bought over 100 residential units in Tulsa, OK. He was so tired of the midnight calls, especially the one from the police, and has shifted his focus into commercial real estate, specifically industrial. Deren has been married for 7 years and has a 3-year-old and 1 year old.

Connect with Deren: 

Deren’s LinkedIn: https://www.linkedin.com/in/derenhuang/
Website: https://www.derenhuang.com/

 Episode Highlights

✔️ The benefits of investing in the industrial asset class
✔️ Maximizing leads through local relationships and deal sourcing efforts
✔️ Industrial property selection criteria & process
✔️ How the age gap in the industrial space can spell opportunity for younger investors
✔️ The categories of industrial real estate: (1) Warehouse & Distribution; (2) Manufacturing; (3) Flex-Space
✔️ What is a triple-net lease?
✔️ Value-add strategies in the industrial asset class

 --

❓ 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:

Which asset class is more recession-resistant: multifamily, or industrial❓