The Invest Clearly Podcast

In this conversation, Ross Curtis, president of Bridgeview Real Estate, shares his journey in financial services and the unique approach of Bridgeview in real estate investing.

He discusses the importance of communication with investors, especially in a changing market landscape, and emphasizes the need for transparency and trust. Ross also outlines the company's compliance strategies and their focus on building long-term relationships with investors while ensuring that no single investor is over-allocated in any deal.

The conversation concludes with insights on what needs to change in passive real estate investing and the future outlook for Bridgeview.

00:00 Investor Pressure Limits

00:48 Meet Ross Curtis

01:24 Career Path to Bridgeview

03:36 Why a Broker Dealer

05:40 Market Shift to Trust

09:09 Right Size Allocations

14:53 Suitability and Reg BI

15:39 Post Investment Touchpoints

21:23 Bad News Timing

26:19 Marketing Jargon to Drop

29:25 Where to Learn More

In this conversation, Ross Curtis, president of Bridgeview Real Estate, shares his journey in financial services and the unique approach of Bridgeview in real estate investing. He discusses the importance of communication with investors, especially in a changing market landscape, and emphasizes the need for transparency and trust. Ross also outlines the company's compliance strategies and their focus on building long-term relationships with investors while ensuring that no single investor is over-allocated in any deal. The conversation concludes with insights on what needs to change in passive real estate investing and the future outlook for Bridgeview.

00:00 Investor Pressure Limits

00:48 Meet Ross Curtis

01:24 Career Path to Bridgeview

03:36 Why a Broker Dealer

05:40 Market Shift to Trust

09:09 Right Size Allocations

14:53 Suitability and Reg BI

15:39 Post Investment Touchpoints

21:23 Bad News Timing

26:19 Marketing Jargon to Drop

29:25 Where to Learn More

Follow Ross: https://www.linkedin.com/in/rossrcurtis/

Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a review

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Show Sponsor: ScaleIR

Ready to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

Follow Ross: https://www.linkedin.com/in/rossrcurtis/

Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a review

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Show Sponsor: ScaleIR

Ready to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this episode, Josh McCallen shares the mission-driven approach behind Accountable Equity, blending hospitality principles with real estate investing to create a community of engaged, authentic investors. Discover how transparent communication, relationship focus, and purpose-driven projects set his firm apart in the world of passive income.

00:00 Introduction

01:16 From Family Office to Syndication

03:50 Hospitality Edge in Communication

06:08 Keeping Investors Engaged

09:07 Why Alternative Vehicles Exist

12:56 Leasing Fund Tax Benefits

14:41 Debt Fund and IRA Rollover

16:22 Mission Behind the Business

17:48 Viva May and Reviving Souls

19:06 Stewarding and Dignity

19:53 Three Virtues of Hospitality

21:51 Trust and Hard Pivots

23:15 Financing and COVID Headwinds

24:49 Spa Launch Mistakes

29:38 Investor Distributions Reset

33:34 Investor Relations as a Business

35:47 Passive Investing Myths

37:56 Where to Find Them

Follow Josh: https://www.linkedin.com/in/joshmccallen/Find top-reviewed sponsors on ⁠investclearly.com⁠ If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ⁠ScaleIR.com⁠ to learn more and book your strategy call today.

In this conversation, Ben Schuster, a partner at Comfort Capital, shares his unique journey from a challenging childhood to becoming a successful investor in mobile home parks. 

He discusses the transition from institutional investing at BlackRock to working with individual investors, emphasizing the importance of building relationships and trust. 

Ben highlights the challenges faced during the COVID-19 pandemic and the significance of clear communication with investors. He advocates for simplicity in investment structures and shares insights on the importance of financial literacy and education for investors.

00:00 intro

02:05 Ben’s Origin Story

02:56 BlackRock To Mobile Homes

06:07 Raising From Individuals

10:01 Transferring Investor Trust

13:19 Track Record In This Cycle

16:25 When A Deal Goes Sideways

21:07 Communication And Ownership

25:45 Investor Experience And Events

27:47 What Needs To Die

29:33 Where To Find Ben

29:58 Closing Thanks

Follow Ben: https://www.linkedin.com/in/ben-schuster24/

Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a review

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Show Sponsor: ScaleIR
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In this conversation, Paul Moore shares his journey from engineering to real estate investing, detailing his transition from residential to commercial real estate and the founding of Welling's Capital. 

He discusses the importance of protecting investors' money, the lessons learned from early investments, and the significance of communication and transparency with limited partners (LPs). 

Paul emphasizes the need for due diligence and diversification in investing, while also addressing the challenges faced in the real estate market and the pitfalls of speculation.

00:00 Investor vs. Speculator

00:50 From Engineering & MBA to Real Estate

02:59  Oil Boom Housing to Multifamily Syndication

03:45 Why Multifamily Stopped Working (and the 2018 Pivot)

07:39 The Responsibility Jump in 2017

09:39  Scams, Complexity, and Extreme Due Diligence

11:23 How Track Record, NDA Vault, and 27-Point DD

13:47 NOI Audits & Walking Away at the Closing Table

16:02 60-Year-Old Apartments, Water Leaks, and Returning 82%

20:01 Calls, Zooms, and the Over/Under-Communication Line

23:58 Fraud Risk & Why Diversification Is Non-Negotiable

25:16 Overpaying, Floating-Rate Debt & Speculation

27:42 Where to Find Paul 

Follow Paul:  https://www.linkedin.com/in/paul-moore-3255924/
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In this conversation, Pat Zingarella and Bela discuss the evolution of real estate investing, the importance of education and trust in investor relations, and the strategies employed by Origin to maintain investor confidence.

Bela shares insights on the current performance of their portfolio, the significance of diversification, and the role of relationships in building a successful investment business. They also touch on the impact of AI in investment strategies and address common misconceptions about private investments.

0:00 Introduction 

01:57 Journey into Real Estate

02:55 Role at Origin Investments

03:25 Educational Initiatives and Investor Relations

04:09 Differentiating Origin Investments

10:01 Investment Strategies and Performance

15:28 Client Relationships and Trust Building

21:50 AI and Technological Integration

26:08 Final Thoughts and Offerings

28:42 Conclusion

Connect with Bela: https://www.linkedin.com/in/isabela-carrasco/
 
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In this conversation, Andy McQuade discusses the relationship between Net Operating Income (NOI) and asset value in real estate.

He highlights how some General Partners (GPs) manipulate expense classifications to inflate property values, which can lead to financial discrepancies when securing loans.

The discussion emphasizes the importance of understanding true operating expenses and the implications of misclassifying predictable expenses as capital expenditures.

00:00 Introduction

01:57 Asset Management in Multifamily Properties

04:49 Common Mistakes in Property Management

08:43 Financial Missteps and Capital Expenditures

16:24 Impact of Tariffs and Supply Chain Issues

19:30 Final Thoughts and Advice for LPs

28:07 Closing Remarks and Contact Information

Follow Andy: https://www.linkedin.com/in/andymcquade/

Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a review

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Show Sponsor: ScaleIR
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In this conversation, Brian Ferguson shares his extensive journey in the real estate industry, detailing his transition from single-family investments to multifamily syndication.
He discusses the importance of communication and trust with investors, the challenges faced in the current market, and the lessons learned from both successful and difficult deals. Brian emphasizes the need for a personalized approach in investor relations and critiques common practices in asset management fees and preferred returns.

Chapters:
00:00 Introduction 

01:41 Transition to Multifamily and Shopping Centers

02:09 First Syndication Deal

04:37 Balancing Communication with LPs

06:12 Trust and Communication Strategies

07:56 Understanding Investor Needs

10:46 Building Trust with Investors

14:10 The Importance of Trust in Passive Investing

17:08 Understanding Investor Relations

18:20 Navigating Market Challenges

19:01 Lessons from Past Deals

21:14 Dealing with Fraudulent Sellers

23:43 Communication and Transparency

25:48 Prioritizing Investor Interests

27:58 Debating Asset Management Fees and Pref

32:47 Final Thoughts and Contact Information

Connect with Brian: https://www.linkedin.com/in/brian-ferguson-05b4328a/
Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a review

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Show Sponsor: ScaleIR
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In this conversation, David Ensley shares his journey from being an orthodontist to becoming a passive investor in real estate and small businesses. He discusses his early experiences with investing, the lessons learned from his first syndication deal, and the importance of communication and risk tolerance in investment decisions. David also emphasizes the need for due diligence when dealing with influencers in the investment space and shares insights on balancing passive investments with personal expertise.

00:00 Introduction

01:19 Orthodontist Career and Business Ventures

02:22 Journey into Passive Investing

03:59 First Syndication Deal Experience

08:38 Lessons Learned from Real Estate Investments

11:30 Capital Calls and Risk Management

16:40 High Risk Tolerance and Emotional Detachment

17:50 Investment in an RV Park

19:16 The Importance of Trusting Sponsors

19:50 Caution with Influencers and Social Media

22:23 Balancing Communication and Performance

24:43 Venturing into Small Business Investments

29:57 Advice for Investors

Connect with David:https://www.linkedin.com/in/david-ensley-21a5a31b6/

Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a review

Are you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. 

Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, Dennis Cisterna shares his journey from a corporate career to entrepreneurship in the real estate sector. He discusses his investment strategies, focusing on commercial real estate and the importance of risk management and transparency in investor relations.
Dennis emphasizes the need for thorough due diligence and the challenges of tenant management, while also addressing the evolving landscape of passive investing and the importance of aligning interests between operators and investors.

Chapters:
00:00 Intro
01:05 From C-Suite to Starting His Own Shop 

02:20 Scaling with Carlyle and Knowing When to Exit 

03:35 Why Sentinel Focuses on Net Lease Now 

04:57 Buying at 25% of Replacement Cost 

06:03 How to Explain Long-Term Deals to Retail Investors 

15:21 1000 Deals Reviewed. 1 Deal Bought. 

24:28 When a Google Maps Roof Inspection Goes Wrong 

29:48 "Influencer BS Needs to Die"

Connect with Dennis: https://www.linkedin.com/in/denniscisterna/

 
Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a review

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Show Sponsor: ScaleIR
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In this conversation, Jeff Revenaugh emphasizes the importance of an active mindset in investing, particularly in passive income streams.

He argues that investors must engage in due diligence and hold sponsors accountable, treating their investments as if they were their own money. This shift in mindset is crucial for successful investing.

00:00 Introduction

01:34 Learning from Early Mistakes and Bad Sponsors

02:19 Current Portfolio and Performance

03:13 Evaluating Sponsors and Due Diligence

11:19 Investment Strategies and Asset Classes

17:27 The Role of Fund Managers

19:24 The Importance of Active Passive Investing

21:17 Conclusion and Contact Information

Connect with Jeff:  https://www.linkedin.com/in/jeffrevenaugh/
Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a review

Are you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. 

Show Sponsor: ScaleIR
Ready to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.