The Capital Stack

Tune in as we discuss the importance of nurturing your relationships to succeed as an investor. JIDI’s approach to building strong connections in business has led to success in some of the most desirable Gateway markets on the east coast.

 --

About the guest:

John is the COO, Founder & Co-Managing Partner of JID Investments LLC (JIDI), a real estate private money and equity investment firm that specializes in residential, commercial & mixed-use real estate business and/or investment opportunities. He serves in a variety of roles, including operations, marketing and advertising, investor and client relations, due diligence (both financial and reputational), and sourcing capital.

JIDI has $23M invested on eleven executing projects in several thriving real estate markets (Washington, DC; Frederick, MD; Richmond, VA, Fairfax, VA; Charlotte, NC, Charleston, SC, and Atlanta, GA).

John served honorably as a Naval Aviator for 20 years. In 2008, he received his Master of Science from Embry-Riddle Aeronautical University.

Connect with John: 

John’s LinkedIn: https://www.linkedin.com/in/johnarubino1975/

JIDI’s LinkedIn: https://www.linkedin.com/company/jid-investments-llc/

Email: [email protected]

Website: www.jidinvestments.com

Episode Highlights

✔️ How early exposure to entrepreneurship conditions you for success in business

✔️ Putting your investors/customers first as a business owner

✔️ Leveraging military training to build structure and systems as a private equity firm

✔️ Screening prospective sponsors and deals for limited partner clients

✔️ Nurturing your network to grow genuine business relationships 

--

❓ 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 early exposure to entrepreneurship helps real estate investors❓ 

In this episode, our featured guest makes the case for investing in the commercial industrial asset class.

 --

About the guest:

David has been in commercial real estate for over fifteen years, with experience as a broker, owner, investor, and developer. After helping a wide range of companies plan and execute real estate strategies, he founded Corridor Capital and transitioned to being a full-time real estate investor and operator. Based in Charlottesville, Virginia, Corridor focuses on syndicating investments in industrial properties that generate passive income and tax-advantaged returns for its equity partners. 

Connect with David: 

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

Email: [email protected]

Website: https://www.corridorcapitalpartners.com/

Episode Highlights

✔️ Understanding why many brokers don’t shift to being full-time investors

✔️ What is a Commercial Tenant Rep?

✔️ Making the case for investing in commercial industrial properties

✔️ Insights on demand for industrial space

✔️ Evaluating industrial investing opportunities

✔️ How are industrial syndication investments structured?

--

❓ 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 other type(s) of asset classes interest you, aside from commercial residential/multi-family❓ 

In this episode, we discuss how syndicators can use gap funding for “certainty insurance” and how access to reliable capital is vital to success in the group investment industry.

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Episode Highlights

✔️ What is a Loan Guarantor/Key Principal (KP)?

✔️ What is gap lending/funding?

✔️ The importance of timely communication

✔️ How to find gap lenders, and make it easy for them to fund your deal

✔️ Underwriting syndicators/operators as a gap lender

✔️ How gap financing can be structured as a “net wash” to the deal

✔️ Why gap financing adds value during seasonally weak periods of capital raising 

--

❓ 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/ 

Tune in as guest Nate Dodson discusses risk mitigation and best practices from a legal perspective. 

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About the guest:

Nate has over 15 years of helping clients on matters related to securities, financing, real estate, asset protection, and M&A. Not only has he assisted in the real estate transactions, financing, and investment side but also has developed ground-up commercial properties and participated on the GP side of approximately 4,000 multifamily units over the years.

Prior to his legal practice, Nate was a stockbroker giving unique experience in investment sales, structures, and asset protection. Through leveraging his expertise in the industry along with the help from his long list of trusted connections, he has personally represented over $2 Billion in real estate and business funding transactions over the years. Additionally, his law firms have represented more than $5 Billion in transactions and is comprised of 14 attorneys as of July 4, 2022.

While his full-time efforts are focused on the securities practice with and management of Crowdfunding Lawyers, he remains a partner at his diversified (transactional, litigation, and family law) namesake law firm Dodson Legal Group, founded in 2007.

Connect with Nate Dodson: 

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

Website: https://www.crowdfundinglawyers.net/

Phone: 469-444-9999

Episode Highlights

✔️ How syndicators can safely, and legally, navigate the private offering landscape 

✔️ The importance of properly referencing sources of data in a deal (or pitch) deck

✔️ How to communicate your track record without setting false expectations

✔️ What are the differences between securities law and transactional law?

✔️ Regulation D Rule 506(b) vs Regulation D Rule 506(c)

✔️ What is a PPM for a Regulation D offering?

--

❓ 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/ 

In this episode, we discuss the importance of finding the right partner as a syndicator, and how passive investors can find solid sponsorship teams.

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About the guest:

Mike Roeder is the co-founder of Granite Towers Equity Group, a real estate private equity firm. Mike and his business partner Dan focus on acquiring and managing multi-family projects across the nation. He is a general partner in over 2,200 units and over $300,000,000 of assets.

Mike is also the co-host of The Keeping It Real Estate Show and co-author of the book 4 Steps to Successful Passive Investing. 

Connect with Mike Roeder: 

LinkedIn: https://www.linkedin.com/in/mike-roeder-6aa39b15/

Email: [email protected]

Website: https://www.granitetowersequitygroup.com/

FREE E-Book: https://www.granitetowersequitygroup.com/free-e-book

Episode Highlights

✔️ Finding the right partner and team as a real estate investor

✔️ Expanding your network and knowledge through virtual and in-person meetups

✔️ Establishing a strong brand as a syndicator

✔️ Using podcasts as a tool for investing education

✔️ Gaining your investors’ trust as a capital raiser

✔️ The power of follow through and making good on your commitments

✔️ Communicating effectively with your investors

--

❓ 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/ 

Tune in as we discuss the benefits of taking consistent action as a real estate investor, and how small steps can lead to major results.

 --

About the guest:

Jim Pinciotti is a multifamily investor, syndicator, full-time real estate professional, licensed Florida real estate broker, and co-founder of Pintes Investment Group. He specializes in operations, asset management, property analysis/acquisition, renovations, and sales. 

He is General Partners in a 263-unit class B+ apartment complex in Ocala, 135-unit class C apartment complex in Tampa, 120 door class A memory care facility (under development) in the Villages, FL and a 20-unit class B+ waterfront condo community in Dunedin, FL. In addition, Jim has invested in another 5 multifamily assets totaling over 1800+ doors, owns multiple single-family rentals and works on several fix and flips annually. 

Jim has worked in the Hospitality Management field for more than 20 years and has developed strong relationships in the industry. 

Connect with Jim Pinciotti: 

LinkedIn: https://www.linkedin.com/in/jim-pinciotti-714467172/

Email: [email protected]

Website: https://www.pintesinvestmentgroup.com/  

Episode Highlights

✔️ Controlling your own destiny through real estate investing

✔️ The impact of consistency and discipline on your financial life

✔️ Scaling up from single-family to multi-family investing

✔️ How the Tampa Bay market is poised for continued growth 

✔️ Why boots-on-the-ground adds value to a syndication deal

✔️ How to level up with apartment investment ecosystems

✔️ What happens in value-add deals once the asset is taken over by the new buyer

--

❓ 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/ 

Tune in as we discuss the keys to a successful career as a real estate syndicator. 

 --

About the guest:

Jade is a multifamily syndicator and lawyer who assists everyday investors and high net-worth individuals in obtaining financial independence through targeted acquisitions of apartment buildings. He has over 12 years’ experience in the acquisition, rehabilitation, and operation of more than 3,000 single and multi-family rental units in Texas, Arkansas, Memphis Tennessee, and Atlanta. Jade has over $280M in real estate assets under control and/or ownership, along with 15+ years’ legal and management experience in major law firms. In addition to multiple law degrees, he holds a B.S. in Electrical Engineering.

Connect with Jade Laye: 

LinkedIn: https://www.linkedin.com/in/jade-o-laye-a1a7a91b/

Email: [email protected]

 --

Episode Highlights

✔️ Apartment investment success through modeling

✔️ What is the purpose of a Private Placement Memorandum (PPM) 

✔️ How focusing on your first deal can lead to long-term success

✔️ Adding value through forced appreciation

✔️ What makes a good sponsorship team

✔️ How possessing an abundance mindset is better than a scarcity mindset

✔️ Understanding the key differences between investing in apartments vs single-family deals

--

❓ 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/ 

In this episode, we catch up with retired NFL linebacker Yannik Cudjoe-Virgil to discuss the impact of the lifestyle by design concept, and the power of pivoting to change your circumstances.

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About the guest:

Yannik Cudjoe-Virgil is the principal of Merlynn Acquisitions - a Baltimore-based real estate investment and syndication firm, with $5.8M in AUM. His experience in commercial real estate began as an Asset Manager by trade for both retail and institutionally capitalized real estate private equity firms, with over $1.5B+ in AUM, where he oversaw multidisciplinary portfolios consisting of Multifamily, Mixed-Use, Office, Retail and Industrial properties across the U.S.

Prior to real estate, Yannik played in the National Football League (NFL) for the Tennessee Titans. Yannik holds a B.S. in Kinesiology from the University of Maryland, College Park (14'). Yannik believes that cashflow is the key to creating a life by design and on your own terms.

Connect with Yannik Cudjoe-Virgil: 

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

Website: https://www.merlynnacquisitions.com/

 --

Episode Highlights

✔️ The double-bottom “I” effect in real estate: Income & Impact

✔️ Tapping into multiple sources of revenue to maximize return on capital invested

✔️ Maximizing your results by managing stress and anxiety in your business 

✔️ Being able to adapt to your circumstances as a real estate investor

✔️ Establishing your brand as a real estate investor

✔️ How the “lifestyle by design” concept can improve the course of your life 

--

❓ 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/ 

Tune in as guest Mike Morawski shares his journey of restoration, after being sentenced to 10 years in federal prison, stemming from 3 surprisingly common mistakes in this business: rapid growth, high-leverage, and under-capitalization.

Multi-family group investments (aka syndication deals) are excellent vehicles for the generation and preservation of wealth. However, the private placement industry is tightly regulated under federal securities laws intended to protect investors. 

As such, syndicators must operate within the guidelines set forth by the SEC.

In this episode, we discuss the very real consequences of making critical mistakes in this business. We also talk about the importance of not letting your past define who you are in your business and in your personal life. 

 --

About the guest:

Mike is a 30-year real estate investment veteran, entrepreneur, author, real estate trainer, public speaker, and personal coach, who has coached hundreds of real estate investors.  

In 2005, Michael started a private equity firm, raising $18 mm in private equity with $60 mm in AUM. He also built and developed a property management division that managed 7,500 units. 

Mike has always believed that transparency and honesty are central to any successful business and personal life. As a result of the 2008 world economic crisis, Mike let his guard down and let his transparency slip. The impact that had on his company and its real estate holdings left him scrambling to protect the company and its investors. 

Connect with Mike Morawski: 

FREE book: MyCoreIntentions.com/Free

Email: [email protected]

LinkedIn: https://www.linkedin.com/in/michael-morawski/

Facebook: https://www.facebook.com/mycoreintentions

Twitter: https://twitter.com/CoreIntentions

Instagram: https://www.instagram.com/mycoreintentions/

 --

Episode Highlights

✔️ How to avoid critical mistakes when starting your real estate investing business

✔️ The 3 major missteps to avoid: growing too fast, being overleveraged, being under-capitalized

✔️ Not letting your past define your future

✔️ Why multi-family is a better vehicle for wealth than single-family

--

❓ 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/ 

What’s holding you back from investing in apartments? Don’t miss this episode, where we discuss the importance of breaking through self-limiting beliefs, modeling success, and the elements of a great deal.

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About the guest:

Brent Ritchie is the founder and President of EnRitch Investment Group Inc. Brent has over 15 years of experience in engineering, construction, project management and most recently real estate. His latest projects involve the ownership, management, operations and development of apartment buildings worth over$250MM and leading a $67M Class A Development in Central Florida.

As a professional engineer in Fortune 500 companies his award-winning construction projects ranged from several hundred million to 3 billion internationally and are a major driver for operational excellence for all stakeholders. His design, construction and operational experience is an invaluable asset in overseeing successful project executions.

Brent Ritchie is a self-motivated driven Professional Engineer who is passionate about his work, both in a team and individual setting. He is committed to innovation and obtaining high standards to exceed client and external stakeholder’s expectations.
 
 

Connect with Brent Ritchie:

Website:  https://enritchinvestments.com/

Email: [email protected]

Episode Highlights

✔️ Accelerating your retirement and wealth plan through apartment investing

✔️ Creating systems to scale your real estate business

✔️ Modeling successful investors to thrive as a syndicator

✔️ Finding your core path / competency as an entrepreneur

✔️ Overcoming limiting beliefs to succeed as an apartment investor

✔️ How the self-policing effect of mastermind groups reduces investment risk

✔️ Investing in apartment deals from out of the country

✔️ The 3 pillars of a great deal: a great team, a great market, and a great asset

--

❓ 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/