Two Smart Assets

Get ready to dive into real estate investing as we sit down with the brilliant mind behind over $1 billion of property transactions, Mark Khuri! With a career spanning 17 years and a portfolio that includes residential and commercial investments across multiple markets in the US, Mark Khuri brings a wealth of knowledge and experience to the table. In this episode, you'll discover the strategies, techniques, and insider tips that have propelled Mark to the forefront of the real estate industry. From analyzing thousands of investment opportunities to successfully closing over 120 property deals, Mark's expertise is second to none. Join us as we delve into his journey, exploring how he sourced, acquired, and managed properties and raised capital.

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When you think of short-term rentals, you may think of Air Bnb or Vrbo, but did you know short-term rentals were around long before those companies made them popular?

In this episode, I speak with Alex Jarbo, the founder and CEO of Sargon Investments, who has an MBA with a concentration in real estate development.

His company, Sargon Investments, is a short-term rental resort development firm whose mission is to provide above-average, double-digit returns to our accredited investors.

He’s also a former Marine, a regular contributor to some of the world's top real estate investing podcasts, and the host of the YouTube channel Alex Builds, where he teaches how to build and manage short-term rentals properly.

He discusses the short-term rentals he has right now, what attributed to their success, and his strategies in the current market to keep them successful. He also tells us how we can invest passively with short-term rentals and how you can get started investing in this booming asset class.

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Are you ready to take your multifamily investing journey to new heights?

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Want to know more about successful investing in real estate and how to become a professional in real estate? Then watch our new episode with John Casmon.

John Casmon launched Casmon Capital Group to help busy professionals invest in real estate without taking on a second job. As a result, they've helped families invest over $100M in multi-family apartments to create passive income, reduce their tax obligation, and foster generational wealth. John hosts the Multi-family Insights podcast. In addition, he is the co-founder of the Midwest Real Estate Networking Summit. As a former marketing executive, John oversaw marketing campaigns for General Motors, PepsiCo, and MillerCoors.

In this episode, John shares his journey into real estate, starting from his early days in the industry. Moreover, he talks about his transition into multi-family properties and explains his strategy for building a successful multi-family portfolio. Next, John dives into the key features of a successful investor and highlights a common issue in growing a portfolio. Finally, he explains the benefits of passive investing in real estate syndication and advises moving forward.

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The oil and gas industry has historically provided high returns on investment for those willing to take on the risks that come with this industry.

Grant Norwood is the founder and CEO of Norwood Energy Group. Grant handles daily operations and evaluations of Oil & Gas prospects/minerals. He has an extensive background in the Oklahoma SCOOP and STACK resource plays. As well as the Louisiana Gulf Coast and all productive areas around Texas.

In this episode, Grant shares his journey into the oil and gas industry and provides an insight into the inner workings of this industry. He discusses the various challenges facing the oil and gas industry and his company's operations and investment strategies in the oil and gas industry.

HIGHLIGHTS FROM THE EPISODE

1. Grant’s journey into oil and gas 00:00 - 4:53

2. Insight into oil and gas industry 4:53 - 8:12

3. Challenges for oil and gas 8:12 - 14:02

4. Company operations 14:02 - 16:21

5. Investment strategies 16:21 - 24:55

6. Norwood Energy's focus 24:55 - 26:15

7. Ways to connect Grant 26:15 - 28:02

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Website- https://norwoodenergycorp.com

LinkedIn- https://www.linkedin.com/in/grant-norwood-999a13186/

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Website- https://upstreaminvestor.com/

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

Instagram- https://www.instagram.com/upstreaminvestor/

Twitter- https://twitter.com/twosmartassets

LinkedIn- https://www.linkedin.com/company/two-smart-assets/

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Awareness of real estate risks can help individuals make informed decisions and protect their financial interests.

Christopher Larsen is the founder and Principal of Next-Level Income. Since "retiring" after 18 years in the medical device industry, he has dedicated his time to helping others become financially independent through education and investment opportunities. Chris has been investing in and managing real estate for over 20 years. While completing his degree in Biomechanical Engineering and M.B.A. in Finance at Virginia Tech, he bought his first single-family rental at age 21. After that, Chris expanded into development, private lending, buying distressed debt and commercial office, and ultimately syndicating commercial properties. He began syndicating deals in 2016 and has been actively involved in over $1B of real estate acquisitions. In addition to real estate, Chris owns multiple car wash locations across the Southeast. Chris lives with his wife and two boys (and Viszla, Lucy!) in Asheville, NC, where he loves spending time with them outdoors and enjoying the food and culture the region offers.

In this episode of the podcast, Chris takes us on his journey into the world of real estate, discussing his personal experiences and the lessons he has learned along the way. He also delves into the concept of mutual engineering and how it can be applied in real estate, as well as the market's current state and risk mitigation techniques. Finally, Chris shares insights into the potential opportunities in the multifamily sector and highlights some prospective markets worth considering.

HIGHLIGHTS FROM THE EPISODE

1. Chris’ journey into real estate 00:00 - 3:23

2. Mutual engineering 3:23 - 6:11

3. Market state 6:11 - 8:40

4. Risk mitigation techniques 8:40 - 12:04

5. Opportunities in multifamily 12:04 - 15:06

6. Prospective markets 15:06 - 17:03

7. Car washes 17:03 - 22:07

8. Ways to connect Chris 22:07 - 23:24

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Website- https://nextlevelincome.com

CONNECT WITH THE HOST

Website- https://upstreaminvestor.com/

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

Instagram- https://www.instagram.com/upstreaminvestor/

Twitter- https://twitter.com/twosmartassets

LinkedIn- https://www.linkedin.com/company/two-smart-assets/

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Investing in self-storage assets can provide investors with a stable income stream, diversify their portfolios, and offer opportunities for capital appreciation.

Fernando Angelucci worked at Dow Chemical, a Fortune 50 company, rolling out a flagship product estimated to gross $1B in global revenues. At 23, Fernando left the 9-5 world and started investing in residential real estate by acquiring residential rentals and acquiring, renovating, and selling residential projects. Fernando then went on to build a multi-family rental portfolio spanning the Midwest. In preparation for the next down cycle, Fernando and the team divested from residential real estate to focus on self-storage. Fernando graduated from the University of Illinois at Urbana-Champaign in 2013 with a B.A. degree in Technical Systems Management. Fernando currently resides in Chicago, IL.

In this episode, our guest Fernando Angelucci talks about the macroeconomic trends in the U.S. that are driving the demand for self-storage. In addition, he noted that there are some challenges, such as competition from new self-storage facilities and changing consumer behavior due to technological advancements.

HIGHLIGHTS FROM THE EPISODE

1. Fernando’s journey into real estate 00:00 - 4:25

2. Why self-storage 4:25 - 6:42

3. Benefits over other asset classes 6:42 - 12:27

4. Historical trends of self-storage 12:27 - 18:45

5. Effective strategies 18:45 - 29:15

6. Contact Fernando 29:15 - 31:27

CONNECT WITH THE GUEST

Website- https://ssse.com

CONNECT WITH THE HOST

Website- https://upstreaminvestor.com/

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

Instagram- https://www.instagram.com/upstreaminvestor/

Twitter- https://twitter.com/twosmartassets

LinkedIn- https://www.linkedin.com/company/two-smart-assets/

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Passive income can provide a steady stream of income that can help individuals maintain financial stability, especially during times of crisis, such as a job loss or unexpected expenses.

Dave Wolcott started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery by having triplets which inspired him to challenge Wall Street's traditional financial planning advice. He then started an obsessive journey to understand how the top one percent built wealth. A serial entrepreneur at heart, Dave spent the next 20 years building several businesses, investing in alternative assets, and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having freedom of money, but freedom of purpose, time, and relationship. Today, Dave is the Founder and CEO of Pantheon Investments. He is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the stock market's volatility. Dave is the author of “The Holistic Wealth Strategy”, A Framework for Building Real Wealth and Living an Extraordinary Life, and hosts the top-rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast.

In this episode, our guest Dave Wolcott will share his experience in investing, talk about the strategies he applies, and delve into the phases of a wealth strategy.

HIGHLIGHTS FROM THE EPISODE

1. Dave’s journey into investing 00:00 - 6:17

2. Life by design 6:17 - 7:53

3. Benefits of oil and gas 7:53 - 13:33

4. Phases of wealth strategy 13:33 - 31:53

5. Ways to connect Dave 31:53 - 33:26

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Website- https://pantheoninvest.com

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Website- https://upstreaminvestor.com/

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

Instagram- https://www.instagram.com/upstreaminvestor/

Twitter- https://twitter.com/twosmartassets

LinkedIn- https://www.linkedin.com/company/two-smart-assets/

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Real estate is one of the most profitable market investment types.

Jack Krupey has invested in real estate and distressed debt since 2001. He has built long-term relationships with experienced real estate developers, sponsors, and syndicators over his 20+ year career. Jack leveraged the 2008 financial crisis as part of a private equity fund that yielded impressive returns from distressed and restructured debt. He repositioned properties as well as modified and restructured loans for borrowers.

In 2014, Jack entered into a partnership with a large private equity fund and led the firm's asset management arm that made over 3 billion dollars in purchases of non-performing and re-performing mortgage debt between 2015 and 2019.

Jack, an entrepreneur by nature, decided to start JK Asset Management to focus on alternative assets such as value-add multifamily real estate. He then launched the JKAM Diversified Real Estate Fund in September 2020 and is launching a 2nd Diversified Fund in 2022.

In this episode, our guest Jack will share his real estate experience and tips for those who want to get started in this field but need to know how. Moreover, Jack will delve into the topic of alternative investment asset classes and provide insight into those assets that he thinks are the most prospective.

HIGHLIGHTS FROM THE EPISODE

1. Jack’s journey into investing 00:00 - 3:36

2. Defining moment in life 3:36 - 7:05

3. Tips for investing 7:05 - 9:36

4. Alternative investments 9:36 - 14:48

5. Advice how to get started 14:48 - 19:46

6. Prospective alternative assets 19:46 - 23:10

7. Ways to contact Jack 23:10 - 24:59

CONNECT WITH THE GUEST

Website- https://jkaminvestments.com

CONNECT WITH THE HOST

Website- https://upstreaminvestor.com/

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

Instagram- https://www.instagram.com/upstreaminvestor/

Twitter- https://twitter.com/twosmartassets

LinkedIn- https://www.linkedin.com/company/two-smart-assets/

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Multifamily properties play an essential role in today's real estate market.

Marc Weisi is a co-founder of Maple Capital Partners. Marc is a bond trader turned multifamily investor who started investing in residential real estate in 2016. He and his partner switched to multifamily in 2020. They believed in serving the communities in which they invest, educating others on the wealth-building power of multifamily real estate, and making an impact along the way.

In this episode, Mark will divulge his story of moving into multifamily real estate and how he got into the business. Additionally, he will talk about the challenges he encountered along the way and how he overcame them. Moreover, he will provide essential tips for building your investment portfolio.

HIGHLIGHTS FROM THE EPISODE

1. Mark’s journey into real estate 00:00 - 3:34

2. Reasons for investing in real estate 3:34 - 4:42

3. Challenges on the way 4:42 - 9:05

4. Portfolio building tips 9:05 - 10:50

5. Transition from the condo 10:50 - 13:27

6. Partnership 13:27 - 14:59

7. Investing in other people’s deals 14:59 - 16:10

8. Limited Partner 16:10 - 20:18

9. Lessons for effective managing 20:18 - 22:19

10. Company focus 22:19 - 23:15

11. Outlook for multifamily 23:15 - 25:40

12. Ways to contact Mark 25:40 - 28:08

CONNECT WITH THE GUEST

Website- https://investwithmaple.com/?fbclid=IwAR0S8YQ1MVoABtQ50cAJDmDvdvRNO4PvXyQErUqbcrh252R-DtM58Kj7WaQ

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Website- https://upstreaminvestor.com/

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

Instagram- https://www.instagram.com/upstreaminvestor/

Twitter- https://twitter.com/twosmartassets

LinkedIn- https://www.linkedin.com/company/two-smart-assets/

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