The Multifamily Journey for Working Professionals

This week I interview Neal Bawa.  Neal is a technologist and an entrepreneur who is universally known in the real estate circles as The Mad Scientist of Multifamily. Besides being one of the most in-demand speakers in commercial real estate, Neal is a data guru, a process freak, and an outsourcing expert. Neal treats his $320+ million-dollar multifamily portfolio as an ongoing experiment in efficiency and optimization. The Mad Scientist lives by two mantras. His first mantra is that We can only manage what we can measure. His second mantra is that Data beats gut feel by a million miles. These mantras and a dozen other disruptive beliefs drive profit for his 400+ investors.  You should never miss a podcast with Neal.  Please don't miss this one!

****FUTURE LISTENERS, PLEASE START WITH EPISODE 0 AND THEN LISTEN IN CHRONOLOGICAL ORDER TO GET THE MOST VALUE OUT OF MY PODCAST****

Sponsor Information:

Rat Race to Financial Independence (Listeners Discount Link)

To be a guest on the show, or for more information about our Podcast:

Shannon J. Ludlow, MBA, CPCU, AIC
[email protected]
Our Podcast Website
Follow-us on Instagram

Guest Info and 3rd-Party Mentions:

Grocapitus Website
Multifamily University Website

Disclaimer: 

This podcast will review my personal experience investing in multifamily syndications as a Limited Partner.  Always seek the services of licensed third party appraisers and inspectors to verify the value and condition of any property you intend to purchase, use the services of professional title and escrow companies, and licensed investment, tax, and/or legal advisor before relying on any information contained within this podcast.  Every investment involves risk, and the content shared in this podcast represents my personal opinions.  I reserve the right to alter my opinions as new information is made available.

This week we sit down with master passive investor Jeremy Roll.  Jeremy has invested passively in over 100 private placements and is currently active in over 60!  If you're serious about becoming a passive investor, you'll want to listen to this episode on repeat.

****FUTURE LISTENERS, PLEASE START WITH EPISODE 0 AND THEN LISTEN IN CHRONOLOGICAL ORDER TO GET THE MOST VALUE OUT OF MY PODCAST****

Sponsor Information:

Rat Race to Financial Independence (Listeners Discount Link)

To be a guest on the show, or for more information about our Podcast:

Shannon J. Ludlow, MBA, CPCU, AIC
[email protected]
Our Podcast Website
Follow-us on Instagram

Guest Info and 3rd-Party Mentions:

Jeremy's Email [email protected]
Jeremy's LinkedIn Profile

Disclaimer: 

This podcast will review my personal experience investing in multifamily syndications as a Limited Partner.  Always seek the services of licensed third party appraisers and inspectors to verify the value and condition of any property you intend to purchase, use the services of professional title and escrow companies, and licensed investment, tax, and/or legal advisor before relying on any information contained within this podcast.  Every investment involves risk, and the content shared in this podcast represents my personal opinions.  I reserve the right to alter my opinions as new information is made available.

In this podcast I do a deep dive into my 2nd multifamily syndication investment as a Limited Partner!  Tune-in as I share everything about Investment 2. 

****FUTURE LISTENERS, PLEASE START WITH EPISODE 0 AND THEN LISTEN IN CHRONOLOGICAL ORDER TO GET THE MOST VALUE OUT OF MY PODCAST****

Sponsor Information:

Rat Race to Financial Independence (Listeners Discount Link)

To be a guest on the show, or for more information about our Podcast:

Shannon J. Ludlow, MBA, CPCU, AIC
[email protected]
Our Podcast Website
Follow-us on Instagram

Disclaimer: 

This podcast will review my personal experience investing in multifamily syndications as a Limited Partner.  Always seek the services of licensed third party appraisers and inspectors to verify the value and condition of any property you intend to purchase, use the services of professional title and escrow companies, and licensed investment, tax, and/or legal advisor before relying on any information contained within this podcast.  Every investment involves risk,and the content shared in this podcast represents my personal opinions.  I reserve the right to alter my opinions as new information is made available.

After a much needed week-long hiatus, we're back with another guest interview featuring Multifamily Syndicator Spencer Gray.  Spencer is the CEO of Gray Capital, LLC.  His firm pursues Limited Partner, Joint Venture and General Partner co-investment opportunities to acquire stabilized cash flowing real estate assets throughout the Midwest and the Southeastern United States.  This episode is jam packed with thought provoking technical discussions on everything multifamily.  You won't want to miss this one, check it out today!

****FUTURE LISTENERS, PLEASE START WITH EPISODE 0 AND THEN LISTEN IN CHRONOLOGICAL ORDER TO GET THE MOST VALUE OUT OF MY PODCAST****

Sponsor Information:

Rat Race to Financial Independence (Listeners Discount Link)

To be a guest on the show, or for more information about our Podcast:

Shannon J. Ludlow, MBA, CPCU, AIC
[email protected]
Our Podcast Website
Follow-us on Instagram

Guest Info and 3rd-Party Mentions:

Gray Capital, LLC Instagram
Gray Capital, LLC Website

Disclaimer: 

This podcast will review my personal experience investing in multifamily syndications as a Limited Partner.  Always seek the services of licensed third party appraisers and inspectors to verify the value and condition of any property you intend to purchase, use the services of professional title and escrow companies, and licensed investment, tax, and/or legal advisor before relying on any information contained within this podcast.  Every investment involves risk, and the content shared in this podcast represents my personal opinions.  I reserve the right to alter my opinions as new information is made available.

This week we take a pause from guest interviews to circle back to my personal journey.  Specifically, I'll talk about Masterminds.  They've been extremely popular the past several years, and more and more people are not only joining them but starting them as well!  So, with so many Masterminds out there how do you know which ones are good or bad?  If you've been following my podcast since Episode 0, you've probably picked up that I'm a non-BSer.  Basically, I tell it like it is.  I want to front load this episode by saying the sponsor of my show is the Mastermind that I'm in.  However, that doesn't change my opinions on the Mastermind or if I think you should join one or not.  So, if you're interested in Masterminds and you want a 100% authentic opinion then check-out this episode now!
 
****FUTURE LISTENERS, PLEASE START WITH EPISODE 0 AND THEN LISTEN IN CHRONOLOGICAL ORDER TO GET THE MOST VALUE OUT OF MY PODCAST****

Sponsor Information:

Rat Race to Financial Independence (Listeners Discount Link)

To be a guest on the show, or for more information about our Podcast:

Shannon J. Ludlow, MBA, CPCU, AIC
[email protected]
Our Podcast Website
Follow-us on Instagram

Disclaimer: 

This podcast will review my personal experience investing in multifamily syndications as a Limited Partner.  Always seek the services of licensed third party appraisers and inspectors to verify the value and condition of any property you intend to purchase, use the services of professional title and escrow companies, and licensed investment, tax, and/or legal advisor before relying on any information contained within this podcast.  Every investment involves risk, and the content shared in this podcast represents my personal opinions.  I reserve the right to alter my opinions as new information is made available.

This week we interview Real Estate Investor, Coach, Mentor, Speaker, Syndicator and DeRosa Group Asset Manager Justin Fraser.  Did I mention Justin is also the host of one of my favorite new podcasts True Multifamily?  This episode is packed with stories you won't hear on other podcasts!  Justin shares with us his first major syndication, and how things got off to a rough start!  But, instead of giving up he worked hard to get the asset stabilized and back on track for his investors.  He also talks about some things he's going to do to make it right with his investors, which is something every Limited Partner should look for in a GP group.  If you want REAL stories that don't always focus on what goes right, but what can go wrong, then check this episode out!   
 
****FUTURE LISTENERS, PLEASE START WITH EPISODE 0 AND THEN LISTEN IN CHRONOLOGICAL ORDER TO GET THE MOST VALUE OUT OF MY PODCAST****

Sponsor Information:

Rat Race to Financial Independence (Listeners Discount Link)

To be a guest on the show, or for more information about our Podcast:

Shannon J. Ludlow, MBA, CPCU, AIC
[email protected]
Our Podcast Website
Follow-us on Instagram

Guest Info and 3rd-Party Mentions:

Justin Fraser's Instagram
True Multifamily Podcast
On Air Brands Website

Disclaimer: 

This podcast will review my personal experience investing in multifamily syndications as a Limited Partner.  Always seek the services of licensed third party appraisers and inspectors to verify the value and condition of any property you intend to purchase, use the services of professional title and escrow companies, and licensed investment, tax, and/or legal advisor before relying on any information contained within this podcast.  Every investment involves risk, and the content shared in this podcast represents my personal opinions.  I reserve the right to alter my opinions as new information is made available.

This week we interview Real Estate Investor, CPA and Tax Advisor/Account Rockstar Ana Klein!  Ana has been making the rounds on many popular podcasts including BiggerPockets and others to share her knowledge with Real Estate investors.  I Ana how best to set-up a business, what accounting software Passive Investors should use, we talk about the benefits of investing in Real Estate, the tax benefits of Cost Segregation studies, paper losses, carrying over paper loses, and much more.  You don't want to miss this episode!
 
****FUTURE LISTENERS, PLEASE START WITH EPISODE 0 AND THEN LISTEN IN CHRONOLOGICAL ORDER TO GET THE MOST VALUE OUT OF MY PODCAST****

Sponsor Information:

Rat Race to Financial Independence (Listeners Discount Link)

To be a guest on the show, or for more information about our Podcast:

Shannon J. Ludlow, MBA, CPCU, AIC
[email protected]
Our Podcast Website
Follow-us on Instagram

Guest Info and 3rd-Party Mentions:

Ana's Instagram Account
AKK Tax Accounting Website
Rich Dad Poor Dad Book
The Book on Tax Strategies Book

Disclaimer: 

This podcast will review my personal experience investing in multifamily syndications as a Limited Partner.  Always seek the services of licensed third party appraisers and inspectors to verify the value and condition of any property you intend to purchase, use the services of professional title and escrow companies, and licensed investment, tax, and/or legal advisor before relying on any information contained within this podcast.  Every investment involves risk, and the content shared in this podcast represents my personal opinions.  I reserve the right to alter my opinions as new information is made available.

This week we interview a 22-year old multifamily syndicator Dante' Belmonte.  Although Dante' is young he's an old soul taking action and crushing it in real estate investing.  We ask Dante' to share why he chose real estate as his profession.  He gives us the scoop on his syndication aspirations, and how launching a meet-up in Syracuse, NY led to establishing high-quality contacts.  Lastly, we get into the launch of his podcast Make Money Make Sense in Real Estate.  This interview is full of knowledge sharing and laughs.
 
****FUTURE LISTENERS, PLEASE START WITH EPISODE 0 AND THEN LISTEN IN CHRONOLOGICAL ORDER TO GET THE MOST VALUE OUT OF MY PODCAST****

To be a guest on the show, or for more information about our Podcast:

Shannon J. Ludlow, MBA, CPCU, AIC
[email protected]
Our Podcast Website
Follow-us on Instagram

Guest Info and 3rd-Party Mentions:

Dante' Belmonte's Instagram
Victory Capital Group, LLC Website
Make Money Make Sense in Real Estate Podcast

Disclaimer: 

This podcast will review my personal experience investing in multifamily syndications as a Limited Partner.  Always seek the services of licensed third party appraisers and inspectors to verify the value and condition of any property you intend to purchase, use the services of professional title and escrow companies, and licensed investment, tax, and/or legal advisor before relying on any information contained within this podcast.  Every investment involves risk,and the content shared in this podcast represents my personal opinions.  I reserve the right to alter my opinions as new information is made available.

In this episode, I make good on filling in my listeners on my personal journey passively investing in multifamily synidcations.  I talk about deal one, deal two and yes deal three!  I also give an update on my podcast, work-life balance and an update on the free content I promised on my website.

****FUTURE LISTENERS, PLEASE START WITH EPISODE 0 AND THEN LISTEN IN CHRONOLOGICAL ORDER TO GET THE MOST VALUE OUT OF MY PODCAST****

To be a guest on the show, or for more information about our Podcast:

Shannon J. Ludlow, MBA, CPCU, AIC
[email protected]
Our Podcast Website
Follow-us on Instagram

Disclaimer: 

This podcast will review my personal experience investing in multifamily syndications as a Limited Partner.  Always seek the services of licensed third party appraisers and inspectors to verify the value and condition of any property you intend to purchase, use the services of professional title and escrow companies, and licensed investment, tax, and/or legal advisor before relying on any information contained within this podcast.  Every investment involves risk,and the content shared in this podcast represents my personal opinions.  I reserve the right to alter my opinions as new information is made available.

I purposely interviewed local real estate guru and financial expert Baskal Korkis to prove an important point.  Investing in buy-and-hold residential real estate is not passive!  Baskal shares his journey investing in real estate, how he acquired 23 doors by 23 years old (yes you read that right).  He gives an update on the impact Covid had on his personal portfolio, and why he's hoarding cash now (and why you should too).  We briefly cover when a future recession may occur, and Baskal reminds us of his prediction on the economy the first time we met.  Separately, he discusses how social media has aided him in his rise to real estate investing.  Lastly, Baskal also owns several related businesses catered towards helping real estate investors with taxes, insurance, financing and education.

*There are several corrections noted on this episode.  1)  In the intro I state that Baskal was the first person I interviewed, while that is true I did publish another guest interview before this episode.  2)  In the intro I reference that he has 130K Instagram followers.  At the time that I publish this episode, his follower count has grown to 228K Instagram followers.

****FUTURE LISTENERS, PLEASE START WITH EPISODE 0 AND THEN LISTEN IN CHRONOLOGICAL ORDER TO GET THE MOST VALUE OUT OF MY PODCAST****

To be a guest on the show, or for more information about our Podcast:

Shannon J. Ludlow, MBA, CPCU, AIC
[email protected]
Our Podcast Website
Follow-us on Instagram

Guest Info and 3rd-Party Mentions:

Baskal Korkis's Instagram
Baskal Korkis's YouTube
Rich Dad Poor Dad
How to Win Friends and Influence People
Think and Grow Rich

Disclaimer: 

This podcast will review my personal experience investing in multifamily syndications as a Limited Partner.  Always seek the services of licensed third party appraisers and inspectors to verify the value and condition of any property you intend to purchase, use the services of professional title and escrow companies, and licensed investment, tax, and/or legal advisor before relying on any information contained within this podcast.  Every investment involves risk,and the content shared in this podcast represents my personal opinions.  I reserve the right to alter my opinions as new information is made available.