Two Smart Assets

Join Daniel Nickles and Chris Thompson with their guest Scott Krone, the Founder of CODA Management, as they talk about the overall viability of self-storage properties. In this episode, Scott compares self-storage properties to multifamily properties on low cost and predictability, a point that's important for passive investors to note. For him, self-storages are dumbed down multifamily properties that are apartments without toilets and sinks. Find out what more Scott has to say about self-storage as you tune in with us in this episode.

In this episode you will learn:

• From real estate development to self-storage projects.

About Scott Krone:

Mr. Krone is a Chicago native whose career in architecture began in 1991 by pursuing his Masters of Architecture from the Illinois Institute of Technology.  While obtaining his degree, he also worked as a Project Manager for Optima, Inc. 

During his time at Optima, Krone's responsibilities included such notable projects as the 400 unit Cormandel in Deerfield, IL, the 40 unit HedgeRow in Winnetka, IL, and the 51 unit Optima Center Wilmette in Wilmette, IL.

In 2012, Krone founded Coda Management Group – a firm that specializes in managing real estate assets.  Since its inception, Coda has managed a wide range of real estate, including single and multifamily homes, retail, commercial warehouse, self-storage, and multi-use flex athletic spaces.  Currently, the platform of investments is in excess of $54 million.

In 1998, Krone founded Coda, an award-winning Design + Build | Sustainability | Consulting firm.  Since its inception, Coda has won numerous design/build awards, including the international Green GOOD Design Award in 2010, Best of Houzz 2014 and 2015, and Design Evanston Award.

Their work has been featured in notable publications as Dream Homes - Chicago, Midwest Luxury Homes, Crate & Barrel 2010 Best Catalogs, NBC TV Show Taste, and national ACE Hardware Commercials.

In addition, Krone has authored High-Performance Homes – Navigating the Green Road to Your Dream Home, a book for homeowners seeking to incorporate green technology into their homes.

Krone resides in Wilmette, IL, with his wife and three children.

Connect with Scott Krone on:

Website:              https://www.codamg.com/

Linkedin:              https://www.linkedin.com/in/scott-krone/

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

Connect with Two Smart Assets on:

Website:              https://twosmartassets.com/

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

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

YouTube:             https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

Join Daniel Nickles and Chris Thompson with their guest Brian Adams, the President and Founder of Excelsior Capital, as they speak about the value of understanding your demographics, the comeback of suburban offices, and the change in the relation between work culture and spaces. In this episode, Brian breaks down the specific components of demographics and how it stimulates growth for investments. For Brian, it is always about where the growth is growing. As you tune in, there will be so much more to hear from this episode, so make sure to stick with us.

In this episode you will learn:

• The factor you need to pay attention to as an investor.

About Brian Adams:

Brian C. Adams is the President and founder of Excelsior Capital, where he spearheads the firm's investor relations and capital markets arms. He has ten years of experience in real estate private equity.

Before forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010. He provided leadership and direction for the firm in connection with capital markets, investment management, and investor relations.

He has served on the Board of Sirrom Partners, LP, a single-family office investing across private and public asset classes, since May of 2008. Since May of 2017, he has served on the Investment Committee for Solidus LP; an early-stage venture capital firm focused on Healthcare and Technology investment opportunities.

From January of 2016 to January of 2018, Brian served as a member of the Board of Next Gen Advisory Faculty for the Institute of Private Investors / Campden, a program designed to support next-generation family members in preparing the following generation the responsibility of being a steward of family wealth.

He has also served on the Advisory Committee for the Southeastern Family Office Forum since December of 2016. Brian is a former practicing attorney, earning his J.D. from Suffolk University and his B.A. from Wesleyan University with Honors.

Connect with Brian Adams on:

Website:              https://www.excelsiorgp.com/

Linkedin:              https://www.linkedin.com/in/brian-c-adams/

Connect with Two Smart Assets on:

Website:              https://twosmartassets.com/

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

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

YouTube:             https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

Join Daniel Nickles and Chris Thompson with their guest Brian Adams, the President and Founder of Excelsior Capital, as they speak about the value of understanding your demographics, the comeback of suburban offices, and the change in the relation between work culture and spaces. In this episode, Brian breaks down the specific components of demographics and how it stimulates growth for investments. For Brian, it is always about where the growth is growing. As you tune in, there will be so much more to hear from this episode, so make sure to stick with us.

In this episode you will learn:

• The factor you need to pay attention to as an investor.

About Brian Adams:

Brian C. Adams is the President and founder of Excelsior Capital, where he spearheads the firm's investor relations and capital markets arms. He has ten years of experience in real estate private equity.

Before forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010. He provided leadership and direction for the firm in connection with capital markets, investment management, and investor relations.

He has served on the Board of Sirrom Partners, LP, a single-family office investing across private and public asset classes, since May of 2008. Since May of 2017, he has served on the Investment Committee for Solidus LP; an early-stage venture capital firm focused on Healthcare and Technology investment opportunities.

From January of 2016 to January of 2018, Brian served as a member of the Board of Next Gen Advisory Faculty for the Institute of Private Investors / Campden, a program designed to support next-generation family members in preparing the following generation the responsibility of being a steward of family wealth.

He has also served on the Advisory Committee for the Southeastern Family Office Forum since December of 2016. Brian is a former practicing attorney, earning his J.D. from Suffolk University and his B.A. from Wesleyan University with Honors.

Connect with Brian Adams on:

Website:              https://www.excelsiorgp.com/

Linkedin:              https://www.linkedin.com/in/brian-c-adams/

Connect with Two Smart Assets on:

Website:              https://twosmartassets.com/

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

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

YouTube:             https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

Join Daniel Nickles and Chris Thompson with their guest Cody Laughlin, a Managing Partner of Blue Oak Capital, as they speak about the opportunities in multifamily investing and the opportunities that you're better off not engaging. In this episode, Cody tells us a thing or two about shiny objects for investors and entrepreneurs and how some of these attractive ventures may prove to be distractions later on. For him, it's imperative to focus on where your skillset should be invested in the world of real estate. He believes that ones' success in real estate is 80% on the mindset. Catch all of those and other significant points from this episode as you tune in.

In this episode you will learn:

• Studying about investments and beating the system.

About Cody Laughlin:

Cody Laughlin is a real estate entrepreneur, podcaster, and meetup host with ten years of real estate investing experience. His focus is on acquiring cash flow producing real estate with a special focus on value-add, multifamily assets.

Cody is the founder of the "Prosperity Through Multifamily Real Estate Investing" podcast and the Space City Multifamily Meetup. He works alongside other investors through syndication to acquire multifamily assets and is currently invested in 128 units.

Connect with Cody Laughlin on:

Website:              https://www.blueoakinvests.com

Linkedin:              https://www.linkedin.com/in/cody-laughlin-35067660

Facebook:           https://www.facebook.com/groups/southtexasmultifamilyandmore/

https://www.facebook.com/cody.laughlin.543

Instagram:           https://www.instagram.com/blueoakcapital/?hl=en

Connect with Two Smart Assets on:

Website:              https://twosmartassets.com/

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

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

YouTube:             https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

Join Daniel Nickles and Chris Thompson with their guest Cody Laughlin, a Managing Partner of Blue Oak Capital, as they speak about the opportunities in multifamily investing and the opportunities that you're better off not engaging. In this episode, Cody tells us a thing or two about shiny objects for investors and entrepreneurs and how some of these attractive ventures may prove to be distractions later on. For him, it's imperative to focus on where your skillset should be invested in the world of real estate. He believes that ones' success in real estate is 80% on the mindset. Catch all of those and other significant points from this episode as you tune in.

In this episode you will learn:

• Studying about investments and beating the system.

About Cody Laughlin:

Cody Laughlin is a real estate entrepreneur, podcaster, and meetup host with ten years of real estate investing experience. His focus is on acquiring cash flow producing real estate with a special focus on value-add, multifamily assets.

Cody is the founder of the "Prosperity Through Multifamily Real Estate Investing" podcast and the Space City Multifamily Meetup. He works alongside other investors through syndication to acquire multifamily assets and is currently invested in 128 units.

Connect with Cody Laughlin on:

Website:              https://www.blueoakinvests.com

Linkedin:              https://www.linkedin.com/in/cody-laughlin-35067660

Facebook:           https://www.facebook.com/groups/southtexasmultifamilyandmore/

https://www.facebook.com/cody.laughlin.543

Instagram:           https://www.instagram.com/blueoakcapital/?hl=en

Connect with Two Smart Assets on:

Website:              https://twosmartassets.com/

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

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

YouTube:             https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

Join Daniel Nickles and Chris Thompson with their guest Ted Greene, the Investor Relations Manager of Spartan Investment Group. In this episode, Ted shares his expertise in investments and finance and the lessons that we can learn from the past's most significant economic hurdles. On investment portfolios, Ted states that while concentrated positions build wealth, diversified positions protect it. He has come to know that investors wake up and see the world differently every day in his experience. There will be a lot to learn as Ted goes in-depth in this episode, so make sure to tune in.

In this episode you will learn:

• What is a good way to approach your process of due diligence?

About Ted Greene:

Ted Greene is a third-generation Seattleite who married his high school sweetheart. Ted and Melissa have two children attending the same High School, where they first met.

After graduating from Seattle Pacific University with a BA in Finance, Ted spent 24 years in the financial services industry as an investment advisor and Fiduciary.

Connect with Ted Greene on:

Website:              https://spartan-investors.com

Linkedin:              https://www.linkedin.com/in/spartan-investment-group-inc-a6062212a/

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

YouTube:             https://www.youtube.com/c/Spartanhomebuyers

Connect with Two Smart Assets on:

Website:              https://twosmartassets.com/

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

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

YouTube:             https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

Join Daniel Nickles and Chris Thompson with their guest Ted Greene, the Investor Relations Manager of Spartan Investment Group. In this episode, Ted shares his expertise in investments and finance and the lessons that we can learn from the past's most significant economic hurdles. On investment portfolios, Ted states that while concentrated positions build wealth, diversified positions protect it. He has come to know that investors wake up and see the world differently every day in his experience. There will be a lot to learn as Ted goes in-depth in this episode, so make sure to tune in.

In this episode you will learn:

• What is a good way to approach your process of due diligence?

About Ted Greene:

Ted Greene is a third-generation Seattleite who married his high school sweetheart. Ted and Melissa have two children attending the same High School, where they first met.

After graduating from Seattle Pacific University with a BA in Finance, Ted spent 24 years in the financial services industry as an investment advisor and Fiduciary.

Connect with Ted Greene on:

Website:              https://spartan-investors.com

Linkedin:              https://www.linkedin.com/in/spartan-investment-group-inc-a6062212a/

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

YouTube:             https://www.youtube.com/c/Spartanhomebuyers

Connect with Two Smart Assets on:

Website:              https://twosmartassets.com/

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

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

YouTube:             https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

Join Daniel Nickles and Chris Thompson with their guest Shannon Robnett, CEO of Shannon Robnett Industries, as they discuss the vogue towards syndication and real estate in general. In this episode, Shannon explains how there isn’t a single asset class that gives the tax advantages and behaves in a manner like real estate does. The fact that there is always more people that have ten bucks than those with a million is one reason why syndication, for Shannon, is for everbody. Get to hear all of those and more as you tune in to the episode with us.

In this episode you will learn:

• The habit of creating value for people.

About Shannon Robnett:

Shannon has been in the real estate industry for over 40 years. He has been involved from start to finish on over $200,000,000 in construction projects covering the gamut from multi family, professional office buildings to City hall's, fire and police stations, schools, industrial and mini storage.

Shannon says that there is phenomenal growth in just building, filling, and selling a product. Shannon further explains that his operation is different than most because he is looking for syndication partners that are seeking tax-advantaged situations and his main clients are using IRAs to invest; not clients looking for small monthly cash flow investments.

Another reason Shannon is different is that the majority of the projects are ground up developments. Shannon and his team have streamlined the ground up process making it a much more lucrative product to invest in. His team also completely rehabs a building,from pipes, roof, window, paint,everything that will keep these rehab investments profitable for 10+ years.

Connect with Shannon Robnett on:

Website:              https://www.shannonrobnett.com/

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

Twitter:                https://twitter.com/Robnett01

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

Connect with Two Smart Assets on:

Website:              https://twosmartassets.com/

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

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

YouTube:             https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

Join Daniel Nickles and Chris Thompson with their guest Shannon Robnett, CEO of Shannon Robnett Industries, as they discuss the vogue towards syndication and real estate in general. In this episode, Shannon explains how there isn’t a single asset class that gives the tax advantages and behaves in a manner like real estate does. The fact that there is always more people that have ten bucks than those with a million is one reason why syndication, for Shannon, is for everbody. Get to hear all of those and more as you tune in to the episode with us.

In this episode you will learn:

• The habit of creating value for people.

About Shannon Robnett:

Shannon has been in the real estate industry for over 40 years. He has been involved from start to finish on over $200,000,000 in construction projects covering the gamut from multi family, professional office buildings to City hall's, fire and police stations, schools, industrial and mini storage.

Shannon says that there is phenomenal growth in just building, filling, and selling a product. Shannon further explains that his operation is different than most because he is looking for syndication partners that are seeking tax-advantaged situations and his main clients are using IRAs to invest; not clients looking for small monthly cash flow investments.

Another reason Shannon is different is that the majority of the projects are ground up developments. Shannon and his team have streamlined the ground up process making it a much more lucrative product to invest in. His team also completely rehabs a building,from pipes, roof, window, paint,everything that will keep these rehab investments profitable for 10+ years.

Connect with Shannon Robnett on:

Website:              https://www.shannonrobnett.com/

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

Twitter:                https://twitter.com/Robnett01

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

Connect with Two Smart Assets on:

Website:              https://twosmartassets.com/

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

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

YouTube:             https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form

Join Daniel Nickles and Chris Thompson with their guest Yonah Weiss, as they introduce us to everything we need to hear about cost segregation. Yonah shares how his teaching background, together with his love for real estate, helped him continue his passion for teaching as he now helps people save money from taxes. In this episode, he breaks down the basics and the benefits of cost segregation in detail – an exciting niche of the diverse industry that is real estate. Yonah makes it sound easy and straight, so make sure to join us until the last minute of the episode because there will be a lot to learn.

In this episode you will learn:

• Learning by being around people – not just by the books.

About Yonah Weiss:

Ever since he was young, Yonah has been a teacher; his grandmother used to call it "the family business." The principle "If you know ABCs--teach ABCs" has always resonated with Yonah. It's what drove him to teach professionally for over a decade, and it's what continues to drive him to help people save tons of money on income tax or invest in real estate.

Yonah takes his passion for education into everything he does.  He loves to learn and stay informed, but more importantly, shares that knowledge with others.

He has helped hundreds of real estate investors save Tens of Millions of Dollars in income tax through Cost Segregation with Madison SPECS and has been a guest on over 100 of the top real estate podcasts on the subject.

"It's not about how much you make; it's about how much you keep."

As host of the new podcast Weiss Advice, Yonah speaks to some of the best minds in Real Estate, Business and Beyond, to learn how anyone can succeed in life.

Connect with Yonah Weiss on:

Website:              https://yonahweiss.com

Linkedin:              https://www.linkedin.com/in/cost-segregation-yonah-weiss/

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

Facebook:           https://www.facebook.com/yonah.weiss.1/

Email:                    [email protected]

Connect with Two Smart Assets on:

Website:              https://twosmartassets.com/

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

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

YouTube:             https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw

✅Check out our free apartment syndication sample deal:

https://twosmartassets.com/sample-deal-form

📕Don't forget to grab our free passive investing guide for apartment syndications:

https://twosmartassets.com/investing-guide-form