In this conversation, AJ Osborne shares his extensive experience in the self-storage industry, emphasizing the importance of trust and transparency in investor relations. 

He discusses how personal experiences, particularly a life-altering health crisis, have shaped his approach to communication and risk management. AJ highlights the need for clear, concise communication with investors, especially during market fluctuations, and stresses the importance of aligning investor expectations with business goals.
He also addresses misconceptions in passive investing and the need for integrity in financial reporting.

 00:00 Intro
 00:51 AJ’s Background
 01:16 Growing a Self-Storage Empire
 03:56 Trust & Transparency
 09:24 Communicating Mistakes
 17:02 Market Challenges
 18:46 Health & Humility
 22:54 Rethinking Risk
 28:11 Long-Term Investing
 32:18 Earning Investor Trust
 35:44 Passive Investing Myths
 39:46 Closing & Contact

Connect with AJ Osborne: https://www.linkedin.com/in/aj-osborne/
 
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In this conversation, Daniel Del Real shares his extensive experience in real estate investing, discussing the transition from active to passive investing, the importance of understanding operators, and the lessons learned from both successes and failures.

He emphasizes the significance of diversification, control over investments, and the mindset shifts necessary for moving from a seven-figure to an eight-figure net worth.

Daniel also highlights the importance of consistency in investing and the need to avoid group think when making investment decisions.

 00:00 Intro
 00:59 Getting Started in Real Estate
 03:46 Early Challenges & Lessons
 06:04 From Active to Passive Investing
 07:36 How He Manages Risk
 13:51 Why You Should Stay Active
 17:22 How to Vet Operators
 18:00 What to Ask Before Partnering
 21:03 Why Operator Experience Matters
 21:22 $2M Lessons Learned
 24:27 Millionaire Mindset Shifts
 28:38 Staying Consistent with Investing
 31:05 Wrap-Up & Where to Find Daniel

Connect with Daniel: https://www.instagram.com/daniel_del_real_/?hl=en

 
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In this episode, industrial investor Judd Dunning joins to share the real playbook for navigating tough conversations with investors. We unpack how to balance good news with bad news, how to stay transparent without creating panic, and how trust is built (or lost) in moments of uncertainty.

Whether you’re an LP, GP, or somewhere in between, this conversation is a masterclass in investor communication, reputation management, and what it means to lead with integrity in the private markets.

00:00 Intro

02:14 Journey in Real Estate and Industrial Sale Leasebacks

05:07 Simplifying Complex Deal Structures for Investors

10:22 Navigating Market Changes and Investor Communication

22:35 Building Trust with High Net Worth Investors

26:48 Future Plans

Connect with Judd: https://www.linkedin.com/in/judd-dunning/

 
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In this conversation, Phil Boggia shares his journey from a career in federal law enforcement to becoming a full-time real estate investor.
He discusses the lessons learned from his early investments, the importance of understanding cash flow versus equity, and how he evaluates sponsors and deals.
Phil emphasizes the significance of building a network of trusted individuals in the investment community and shares insights on diversifying investment strategies across different asset classes. He also talks about his involvement with Accountable Equity and the unique culture of the organization.

 00:00 Intro
 01:05 From Law Enforcement to RE
 02:26 Active to LP
 03:35 Portfolio & Performance
 04:46 How He Screens Sponsors
 11:07 Living on LP Cash Flow
 19:39 Joining Accountable Equity
 23:49 Wrap & Contact

Connect with Phil: https://www.linkedin.com/in/phil-boggia-38a284278/

 
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In this conversation, Andrew Cushman shares his journey from chemical engineering to real estate, discussing the evolution of the market, the importance of transparency and consistency in building trust with investors, and how to navigate market changes.

He emphasizes the need for thorough vetting of sponsors and deals, and the lessons learned from past mistakes in syndication. Andrew also highlights key questions LPs should ask before investing and addresses the misconceptions surrounding passive investing.

00:00 Introduction

01:37 Flipping Houses to Multifamily Investments

03:15 Market Changes and Syndication

06:41 Trust and Transparency with Investors

16:10 Challenges and Lessons Learned

25:35 Advice for Passive Investors

33:40 Final Thoughts

Connect with Andrew:  https://www.linkedin.com/in/andrewcushmanvpa/

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In this conversation, Michael Tanner shares his extensive experience in the oil and gas industry, focusing on investment strategies, syndications, and the importance of due diligence. He discusses the significance of understanding fee structures, track records, and the impact of tax deductions on investments. 

Tanner also highlights the current trends in the oil and gas market, particularly in relation to rising interest rates and the challenges of underwriting in a fluctuating market. He emphasizes the need for LPs to be cautious and informed when investing in oil and gas, providing insights into effective risk management and the importance of consulting services.

00:00 Intro

01:12 From Engineer to Insider Investor

02:23 How to Vet an Oil & Gas Deal

06:18 Wells vs. Mineral Rights Explained

14:27 New Trends Shaping Oil & Gas Investing

18:54 LP Red Flags & Due Diligence Tips

22:31 Underwriting Mistakes That Cost Millions

27:35 Takeaways + How to Reach Michael

Connect with Michael: https://www.linkedin.com/in/michaeltannersandstone/

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In this conversation, Fuquan Bilal, founder of NNG Capital Fund, shares his extensive experience in real estate investing, emphasizing the importance of communication and education in building investor relationships.
He discusses the evolution of his firm, the transition to impact investing, and the challenges of balancing investor expectations with community revitalization goals. Fuquan highlights the significance of a long-term mindset in real estate investments and the necessity of transparency and regular communication with investors to foster trust and confidence.

00:00 Intro

00:48 First Deals

02:05 How He Started Raising Capital

03:30 Crises Survived + Why Communication Wins

04:12 Becoming the Bank

09:20 Impact Focus & Southeast Multifamily

12:31 Affordability, RUBS, Tenant Programs

22:30 KPIs Every 30 Days

26:00 Connect with Fuquan Bilal

Connect with Fuquan Bilal: https://www.linkedin.com/in/fuquanbilal/

 
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In this conversation, Kathleen Marcell shares her journey from traditional investing to exploring alternative investments.

She discusses the evolution of her investment strategies, the importance of building deal flow, and aligning investments with personal goals. Kathleen emphasizes the significance of evaluating track records and effective communication with general partners.

She also highlights her current investment strategy, focusing on cash flow opportunities and the challenges faced in passive investing. Throughout the discussion, Kathleen provides insights into her research process and the importance of education in the investment space.

00:00 Introduction

01:12 Kathleen's Background and Investment Journey

02:43 Early Investment Mistakes and Learning

04:29 Building Deal Flow and Networking

05:30 Investment Strategy and Goals

07:14 Evaluating Sponsors and Due Diligence

21:09 Current Investment Portfolio and Performance

25:20 Conclusion

Follow Kathleen:https://www.linkedin.com/in/kathleenmarcell/
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In this conversation, Arn Cenedella shares his extensive experience in real estate, transitioning from residential brokerage to multifamily syndication. He discusses the importance of building trust with limited partners, the operational challenges faced in the syndication landscape, and the significance of communication and transparency.

Arn emphasizes the need for long-term investment strategies and offers valuable advice for new syndicators and investors looking to navigate the complexities of the real estate market.

00:00 Intro

01:44 Guest journey

03:11 Why multifamily

06:30 First deal

15:32 Earning LP trust

26:46 Vetting sponsors

32:45 Crisis comms

36:59 Tips for new GPs

39:16 Play the long game

42:30 Wrap-up

Connect with Arn: https://www.linkedin.com/in/arncenedella/

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In this conversation, Litan Yahav, co-founder of Vizor, shares insights on the evolving landscape of investment strategies, particularly focusing on the cautious approach of Limited Partners (LPs) in today's market. 

He discusses the shift from equity to debt investing, the appeal of high-risk, high-return opportunities, and the importance of transparent communication between General Partners (GPs) and LPs. Litan also explains the value of Special Purpose Vehicles (SPVs) and how they can benefit investors. The discussion highlights the differences in decision-making between retail and institutional investors and emphasizes the need for better communication in passive investing.

00:00 The state of “passive”

00:28 Show intro

01:18 Meet Latan

01:37 His background + Visor

02:48 How investors decide now

04:24 Where money’s going

07:04 High risk / high return

10:32 Vetting teams & deals

16:25 Pooling capital: pros & cons

21:27 How Visor helps

24:10 Individuals vs big firms

26:40 What needs to change

Follow Litan : https://www.linkedin.com/in/litanyahav/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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