ABOUT SPENCER HILLIGOSS

Spencer Hilligoss is a passive investor who runs Madison Investing - a club where LPs gain access to the same types of niche investment opportunities where Spencer deploys his own money - including cash flowing assets like self-storage, mobile home parks, multifamily and private credit.  

Spencer Hilligoss brings over 13 years of leadership experience as a former technology executive, building and scaling high-performing teams at five companies—three of which became billion-dollar "unicorns." Before co-founding Madison Investing, he led business development and professional development at LendingHome, one of the nation’s largest private lenders.

As CEO, Spencer drives Madison Investing’s strategic vision, investor relations, and business development efforts. He is also an active investor and sought-after speaker, sharing his expertise on real estate and financial growth strategies.

THIS TOPIC IN A NUTSHELL: 

·         Spencer’s background in real estate investing

·         From Fintech to Full-Time Investing 

·         Growing Up in Real Estate (And Coming Full Circle) 

·         First Rental Lessons in the Bay Area 

·         Scaling Through Long-Distance & Private Placements 

·         Entrepreneurship as a Lifestyle Design Tool 

·         Over-Education to Accelerate Confidence 

·         The Importance of Community & Mentorship 

·         Adapting to Market Cycles 

·         Preferred Asset Classes & Investment Focus 

·         The 5-Part Sponsor Vetting Framework 

·         Looking Beyond IRR: Evaluating True Track Record 

·         Getting “Under the Hood” of a Deal 

·         Behavioral Interviewing for Sponsors

·         Sponsor Transparency & Communication 

KEY QUOTE: 

“If someone has been able to operate an asset, buy it, operate it, improve it, whatever that business plan might be, and sell it at a profit, they should be able to articulate that in exhaustive detail and show that on paper and somehow.”

ABOUT THE WESTSIDE INVESTORS NETWORK  

The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.  

The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.  

We would like to thank our Sponsors:  OffsitePros and MyMoneyWorksForMe

#RealEstateInvesting #PassiveInvesting #RealEstateSyndication #SponsorVetting #DueDiligence #PrivateEquityRealEstate #MultifamilyInvesting #CommercialRealEstate #AccreditedInvestor #InvestorEducation #CashFlowInvesting #AssetProtection #WealthBuilding #LongTermInvesting #PortfolioGrowth #AlternativeInvestments #CapitalPreservation #InvestmentStrategy #RealAssets #InflationProtection #FinancialIndependence #MarketCycleInvesting #SmartCapital #DealAnalysis #OperatorSelection #InvestmentFramework #RiskAdjustedReturns #GenerationalWealth #HighNetWorthInvesting #RealEstateProfessionals

CONNECT WITH SPENCER HILLIGOSS:

Website: www.madisoninvesting.com
Personal site: https://spencerhilligoss.com/
LinkedIn: https://www.linkedin.com/in/shilligoss/
X: https://x.com/SpenceHilligoss 

CONNECT WITH US  

For more information about investing with AJ and Chris:  

·    Uptown Syndication | https://www.uptownsyndication.com/  

·    LinkedIn | https://www.linkedin.com/company/71673294/admin/  

For information on Portland Property Management:  

·    Uptown Properties | http://www.uptownpm.com  

·    Youtube | @UptownProperties  

Westside Investors Network  

·    Website | https://www.westsideinvestorsnetwork.com/  

·    Twitter | https://twitter.com/WIN_pdx  

·    Instagram | @westsideinvestorsnetwork  

·    LinkedIn | https://www.linkedin.com/groups/13949165/  

·    Facebook | @WestsideInvestorsNetwork  

·    Tiktok| @WestsideInvestorsNetwork  

·    Youtube | @WestsideInvestorsNetwork  

Check the episode transcript here

ABOUT BEN MURPHY

Ben has a proven track record of successfully closing approximately $600 million in multifamily transactions in Oregon and SW Washington since 2014. His outstanding market relationships and reputation are best in class and will significantly enhance our existing reach across all divisions that we work. 

Beyond his professional accomplishments, Ben is a dedicated supporter of environmental causes, actively contributing to organizations such as the Nature Conservancy and Greenpeace. Additionally, he serves as a member of the Multifamily Northwest Government Affairs Committee. 

THIS TOPIC IN A NUTSHELL: 

·         Guest Introduction – background and journey in real estate

·         Blue State vs. Sunbelt Investing

·         Market Cycles & Supply Trends 

·         Current Lending Environment

·         Multifamily Distress Reality Check 

·         Broker Metrics & Prospecting Data 

·         Cap Rate Expansion & Value Decline 

·         Expense Pressure on NOI 

·         Transaction Volume Slowdown 

·         Outlook for 2026 & Market Bottom 

·         Affordable Housing & Policy Challenges 

·         Preparing Assets for Sale 

·         Connect with Ben

KEY QUOTE: 

“The best real estate strategies are built for decades, not market cycles.”

ABOUT THE WESTSIDE INVESTORS NETWORK  

The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.  

The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.

We would like to thank our Sponsors:  OffsitePros and MyMoneyWorksForMe

#RealEstateInvesting #CommercialRealEstate #MultifamilyInvesting #CREInvestor #MultifamilyRealEstate #ApartmentInvesting #RealAssets #HardAssets #LongTermInvesting #BuyAndHold #CashFlowInvesting #CapRate #ValueAddRealEstate #RealEstatePortfolio #WealthBuilding #InflationHedge #InvestmentStrategy #PassiveIncome #RealEstateMarket #InvestorMindset #BlueStateInvesting #MarketCycles #RiskAdjustedReturns #CapitalPreservation #SmartCapital #CREWealth #FinancialFreedom #RealEstateEducation #ProfessionalInvestors #GenerationalWealth

CONNECT WITH BEN MURPHY:

Email: [email protected]

 LinkedIn: https://www.linkedin.com/in/ben-murphy-35968935

CONNECT WITH US  

For more information about investing with AJ and Chris:  

·    Uptown Syndication | https://www.uptownsyndication.com/  

·    LinkedIn | https://www.linkedin.com/company/71673294/admin/  

For information on Portland Property Management:  

·    Uptown Properties | http://www.uptownpm.com  

·    Youtube | @UptownProperties  

Westside Investors Network  

·    Website | https://www.westsideinvestorsnetwork.com/  

·    Twitter | https://twitter.com/WIN_pdx  

·    Instagram | @westsideinvestorsnetwork  

·    LinkedIn | https://www.linkedin.com/groups/13949165/  

·    Facebook | @WestsideInvestorsNetwork  

·    Tiktok| @WestsideInvestorsNetwork  

·    Youtube | @WestsideInvestorsNetwork  

Check the episode transcript here

ABOUT JOEY MURE

Joey Muré is co-founder and Partner at Wealth Without Wall Street, dedicated to helping individuals achieve financial independence through passive income strategies. After over a decade of success in the mortgage industry, Joey shifted his focus to empowering others to break free from traditional financial systems and build lasting wealth.

As co-host of The Wealth Without Wall Street Podcast and co-author of Wealth Without Wall Street: 3 Steps to Freedom Through Passive Income, Joey shares practical steps for achieving financial freedom.

THIS TOPIC IN A NUTSHELL: 

·         Guest Introduction – background and journey in real estate

·         Why only asset-producing income becomes a problem

·         Shift in Mindset: From Income to Passive Income

·         Intentional wealth building

·         Breaking Away from Wall Street

·         Pivotal book that changed his financial trajectory

·         Retirement is deferred living, not financial freedom

·         Regaining control of capital instead of outsourcing it

·         Identifying “Money Traps”

·         Opportunity cost and loss of liquidity

·         Cash Flow vs. Cash Accumulation

·         Building a Passive Income Operating System

·         Overview of Wealth Without Wall Street’s framework

·         Investor DNA & Buy Box Framework

·         Chasing Trends vs. Building Freedom

·         Flipping and Crypto as investments 

·         Structured lending and cash-flowing assets

·         Tax Strategy & Family Office Insights

·         Final Thoughts & Closing Insights

·         Free Resources and tools 

KEY QUOTE: 

“Passive income is what buys your time back” – Joey Mure

ABOUT THE WESTSIDE INVESTORS NETWORK  

The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.  

The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.  

We would like to thank our Sponsors:  OffsitePros and MyMoneyWorksForMe

#RealEstateInvesting #PassiveIncome #FinancialFreedom #RealEstateInvestors #InvestorMindset #WealthBuilding #CashFlowInvesting #AlternativeInvestments #FinancialIndependence #TimeFreedom #MoneyMindset #GenerationalWealth #InvestingEducation #SmartInvesting #WealthWithoutWallStreet #RealEstatePodcast #InvestorEducation #AssetBasedIncome #IncomeProducingAssets #PrivateInvesting #RealAssets #BuildWealth #FinancialLiteracy #InvestmentStrategy #PassiveCashFlow #CapitalControl #InvestForFreedom #LongTermWealth #AccreditedInvestors #DealDeepDive

CONNECT WITH JOEY MURE:

Website:          https://www.wealthwithoutwallstreet.com

LinkedIn:          https://www.linkedin.com/in/joey-mure-b376824/

Free resource: https://go.wealthwithoutwallstreet.com/win

CONNECT WITH US  

For more information about investing with AJ and Chris:  

·    Uptown Syndication | https://www.uptownsyndication.com/  

·    LinkedIn | https://www.linkedin.com/company/71673294/admin/  

For information on Portland Property Management:  

·    Uptown Properties | http://www.uptownpm.com  

·    Youtube | @UptownProperties  

Westside Investors Network  

·    Website | https://www.westsideinvestorsnetwork.com/  

·    Twitter | https://twitter.com/WIN_pdx  

·    Instagram | @westsideinvestorsnetwork  

·    LinkedIn | https://www.linkedin.com/groups/13949165/  

·    Facebook | @WestsideInvestorsNetwork  

·    Tiktok| @WestsideInvestorsNetwork  

·    Youtube | @WestsideInvestorsNetwork  

Check the episode transcript here

ABOUT BEN SALZBERG 

Ben is a real estate developer, operational strategist, and business leader with over 25 years of experience building and optimizing high-performing real estate platforms. As Co-Founder and Chief Operating Officer of Self Storage Developers, Ben leads strategy, operations, and market expansion across Class “A” Self Storage, RV & Boat Storage, and Multi-Family developments nationwide. With a background in mechanical engineering, an MBA in quality management, and a Master of Arts in Teaching (MAT), Ben brings a rare blend of technical precision, process optimization, and leadership development to real estate. His engineering expertise drives smart, efficient design.  

ABOUT BILL KANATAS 

Bill is a visionary entrepreneur and real estate developer with a strong track record in self-storage, multi-family, and mixed-use developments. As the Co-Founder and CEO of Self Storage Developers, he leads the company’s strategic growth, site acquisition, and investment initiatives, focusing on developing Class “A” self-storage facilities across the United States. With a deep understanding of market trends and a commitment to quality, Bill has played a key role in forging partnerships with top national operators such as Public Storage, Extra Space Storage, and Life Storage. 

THIS TOPIC IN A NUTSHELL: 

·         Guest Introduction – background and journey in real estate

·         How they transitioned into self-storage from corporate and construction careers

·         Why self-storage is a recession-resistant, tax-advantaged investment

·         The "4 D's" driving demand

·         National growth strategy using data, demographics & local relationships

·         Navigating zoning, development costs, and municipal red tape

·         Leveraging REIT-level management and exploring solar-powered RV storage

·         Finding off-market land deals and building for future market demand

KEY QUOTE: 

“Self-storage is a product that everyone needs at some point in their life.” – Bill Kanatas

“You can build wealth and help people at the same time. 

That’s what this business is all about.” – Ben Salzberg

ABOUT THE WESTSIDE INVESTORS NETWORK  

The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.  

The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.  

We would like to thank our Sponsors:  OffsitePros and MyMoneyWorksForMe

#SelfStorageInvesting #RealEstateDevelopers #StorageUnits #AlternativeInvestments #CREDevelopment #RealEstateDeals #BuildToRent #LandAcquisition #PassiveInvesting #CommercialDevelopment #InvestInStorage #REITStrategy #PropertyDevelopment #StorageDevelopment #InvestSmarter #PrivateEquityRealEstate #OffMarketDeals #InvestorMindset #CREOpportunities #RealEstateReturns #IncomeProducingAssets #ScalableInvesting #LongTermInvesting #StorageFacilities #DataDrivenInvesting #NationalRealEstate #RealEstateStrategy #TaxAdvantagedInvesting #StorageSyndication #WealthThroughRealEstate

CONNECT WITH BILL & BEN:

Website:          https://self-storagedevelopers.com

Bill’s LinkedIn: https://www.linkedin.com/in/bill-kanatas-micp-999255141/ 

Ben’s LinkedIn: https://www.linkedin.com/in/bensalzberg/  

CONNECT WITH US  

For more information about investing with AJ and Chris:  

·    Uptown Syndication | https://www.uptownsyndication.com/  

·    LinkedIn | https://www.linkedin.com/company/71673294/admin/  

For information on Portland Property Management:  

·    Uptown Properties | http://www.uptownpm.com  

·    Youtube | @UptownProperties  

Westside Investors Network  

·    Website | https://www.westsideinvestorsnetwork.com/  

·    Twitter | https://twitter.com/WIN_pdx  

·    Instagram | @westsideinvestorsnetwork  

·    LinkedIn | https://www.linkedin.com/groups/13949165/  

·    Facebook | @WestsideInvestorsNetwork  

·    Tiktok| @WestsideInvestorsNetwork  

·    Youtube | @WestsideInvestorsNetwork  

Check the episode transcript here

ABOUT JOEL MILLER

After obtaining a BA in accounting, Joel Miller began investing in rental property in 1978 while simultaneously pioneering a 35-year career as a professional mobile disc jockey. He soon became a respected contributor to magazines for both trades. He has flipped over 100 houses since 1991, and as a leader of a professional organization for landlords, he teaches their Landlord 101 course and a class on house flipping. Additionally, he is now a hard money lender to other investors as well as a trusted mentor, best-selling author, and a frequent podcast guest as well as a noted benefactor and volunteer in his community. 

THIS TOPIC IN A NUTSHELL: 

·         Guest Introduction – background and journey in real estate

·         Why he wrote Build Real Estate Wealth

·         Joel’s investing journey

·         How to balance real estate investing with a full-time career

·         Skills learned from rentals that transferred to flipping and renovations

·         Importance of proper tenant selection 

·         From flipping to lending

·         Leveraging OPM (Other People’s money)

·         Teaching generational wealth

·         Advice for new investors

·         Why rentals offer more stability than flips

·         The value of having backup exit strategies 

·         Where to find Joel’s book, website, and social platforms

KEY QUOTE: 

                             “Tenant selection is the most important skill in rental real estate."

ABOUT THE WESTSIDE INVESTORS NETWORK  

The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.  

The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.

We would like to thank our Sponsors:  OffsitePros and MyMoneyWorksForMe

#RentalPropertyInvesting #TenantScreening #RealEstateWealth #LongTermRentals #PassiveIncomeTips #RealEstateEducation #HardMoneyLender #BuyAndHoldInvestor #RealEstateAuthor #RentalSuccess #CashFlowStrategy #LandlordTips #REInvesting101 #BuildYourPortfolio #TenantSelectionMatters #MindsetOfAnInvestor #FinancialFreedomPath #RealEstateGoals #RentalRevenue #PropertyManagementTips #SideHustleSuccess #SmartLandlording #LeverageRealEstate #InvestWithPurpose #OPMStrategy #WealthBuildingJourney #RentalGameStrong #LegacyInvestor #DisciplinedInvestor #BookForInvestors

CONNECT WITH JOEL:

Phone:             (814) 868-1116 

Website:          http://www.JoelMillerBooks.com 

LinkedIn:          https://www.linkedin.com/in/joel-miller-42981811/ 

Facebook:        https://www.facebook.com/joel.miller.503092 

CONNECT WITH US  

For more information about investing with AJ and Chris:  

·    Uptown Syndication | https://www.uptownsyndication.com/  

·    LinkedIn | https://www.linkedin.com/company/71673294/admin/  

For information on Portland Property Management:  

·    Uptown Properties | http://www.uptownpm.com  

·    Youtube | @UptownProperties  

Westside Investors Network  

·    Website | https://www.westsideinvestorsnetwork.com/  

·    Twitter | https://twitter.com/WIN_pdx  

·    Instagram | @westsideinvestorsnetwork  

·    LinkedIn | https://www.linkedin.com/groups/13949165/  

·    Facebook | @WestsideInvestorsNetwork  

·    Tiktok| @WestsideInvestorsNetwork  

·    Youtube | @WestsideInvestorsNetwork  

Check the episode transcript here

ABOUT DAVE WOLCOTT

Dave Wolcott is the Founder and CEO of Pantheon Investments and 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 volatility of the stock market. He is the author of "The Holistic Wealth Strategy", a framework for building real wealth and living and extraordinary life, and also the host of the Wealth Strategy Secrets of the Ultra-Wealthy podcast. 

THIS TOPIC IN A NUTSHELL: 

• Guest Introduction
• Dave’s Origin Story
• Starting the Investment Journey
• Traditional vs. Alternative Investing
• How the Ultra-Wealthy Allocate Wealth
• Pantheon Investments Overview
• Six Types of Capital
• Creating a Personal & Family Vision
• 5 Phases - Holistic Wealth Strategy Framework
• Asset Repositioning Examples
• Building Passive Income
• Advice for Beginners
• Closing Insights
• Connect with Dave

KEY QUOTE: 

“True wealth is more than money — it’s health, time, relationships, and fulfillment.”

ABOUT THE WESTSIDE INVESTORS NETWORK  

The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.  

The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com. 

We would like to thank our Sponsors:  OffsitePros and MyMoneyWorksForMe

#RealEstateInvesting #AlternativeInvestments #PassiveIncome #WealthStrategy #HolisticWealth #RealEstateInvestor #AccreditedInvestor #InvestmentStrategy #PrivateEquityInvesting #RealEstatePortfolio #CashFlowInvesting #TaxEfficientInvesting #BuildWealth #LongTermWealth #FinancialFreedom #WealthMindset #InvestorMindset #CapitalAllocation #MultifamilyInvesting #PrivateMarkets #AssetRepositioning #VirtualFamilyOffice #PortfolioDiversification #NonCorrelatedAssets #TaxAdvantagedInvesting #RealEstateSyndication #CashFlowRealEstate #GenerationalWealth #SmartInvesting #EntrepreneurMindset

CONNECT WITH DAVE:

Website: https://pantheoninvest.com

LinkedIn: https://www.linkedin.com/in/dave-wolcott-863306

Download the Free book: https://holisticwealthstrategy.com

CONNECT WITH US  

For more information about investing with AJ and Chris:  

·    Uptown Syndication | https://www.uptownsyndication.com/  

·    LinkedIn | https://www.linkedin.com/company/71673294/admin/  

For information on Portland Property Management:  

·    Uptown Properties | http://www.uptownpm.com  

·    Youtube | @UptownProperties  

Westside Investors Network  

·    Website | https://www.westsideinvestorsnetwork.com/  

·    Twitter | https://twitter.com/WIN_pdx  

·    Instagram | @westsideinvestorsnetwork  

·    LinkedIn | https://www.linkedin.com/groups/13949165/  

·    Facebook | @WestsideInvestorsNetwork  

·    Tiktok| @WestsideInvestorsNetwork  

·    Youtube | @WestsideInvestorsNetwork  

Check the episode transcript here

ABOUT SCOTT SAUNDERS 

Scott Saunders is a Senior Vice President with Asset Preservation, Inc. (API), A subsidiary of Steward Information Services Corporation. Scott has an extensive background in IRC §1031 exchanges, having been involved in hundreds of thousands of 1031 exchanges during his 37 years in the exchange industry. Mr. Saunders presents classes on advanced §1031 exchange strategies to accountants, attorneys, financial advisors, real estate brokers and principals. Mr. Saunders received his bachelor degree in Business Economics from the University of California at Santa Barbara. 

THIS TOPIC IN A NUTSHELL:  

• Understanding the Basics of 1031 Exchanges 
• What qualifies as a "like-kind" property? 
• Why 1031 exchanges are a key tool in deferring capital gains tax 
• The role and importance of a Qualified Intermediary 
• The 45-day identification window explained 
• The 180-day completion requirement 
• How to identify replacement properties 
• Trading up from residential to commercial or multifamily 
• Simplifying your portfolio through consolidation 
• Geographic diversification to manage risk 
• Reverse and build-to-suit exchanges 
• The most common mistakes investors make during a 1031 
• Why early planning is crucial for a successful transaction 
• Growing interest in DSTs (Delaware Statutory Trusts) 
• How inflation and rising interest rates are changing investor strategy 
• Regional investment shifts and institutional-style diversification 
• Final Takeaways 
• Connect with Scott 

KEY QUOTE:  

“Deferred taxes are dollars you can reinvest — and that’s how portfolios grow faster." 

ABOUT THE WESTSIDE INVESTORS NETWORK  

The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.  

The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.  

#1031Exchange #Reverse1031 #RealEstateInvesting #RealEstateInvestor #TaxStrategy #RealEstateTaxBenefits #RealEstatePortfolio #InvestmentProperty #ReverseExchange #CashFlowRealEstate #PassiveIncome #WealthBuilding #BuildWealth #ScaleYourPortfolio #RealEstateEducation #RentalPropertyInvesting #LongTermInvesting #WealthStrategy #GenerationalWealth #AssetProtection #TaxDeferral #PropertyInvesting #RealEstateTips #InvestorMindset #FinancialFreedom #RealEstateTaxes #CostSegregation #BonusDepreciation #SmartInvesting #RealEstateGrowth 

CONNECT WITH SCOTT: 

LinkedIn: https://www.linkedin.com/in/scott-r-saunders-6278273 

CONNECT WITH US  

For more information about investing with AJ and Chris:  

· Uptown Syndication | https://www.uptownsyndication.com/  

· LinkedIn | https://www.linkedin.com/company/71673294/admin/  

For information on Portland Property Management:  

· Uptown Properties | http://www.uptownpm.com  

· Youtube | @UptownProperties  

Westside Investors Network  

· Website | https://www.westsideinvestorsnetwork.com/  

· Twitter | https://twitter.com/WIN_pdx  

· Instagram | @westsideinvestorsnetwork  

· LinkedIn | https://www.linkedin.com/groups/13949165/  

· Facebook | @WestsideInvestorsNetwork  

· Tiktok| @WestsideInvestorsNetwork  

· Youtube | @WestsideInvestorsNetwork  

Check the episode transcript here

ABOUT DUGAN KELLEY

Dugan P. Kelley co-founded Kelley Clarke, PC, to provide big-firm expertise locally. The firm operates nationally and specializes in securities and real estate. Mr. Kelley, who chairs the firm’s related practice groups, has facilitated real estate transactions over $2 billion. His experience spans 20 years in trial and litigation. Additionally, he served as an adjunct law professor and has been recognized as a “Super Lawyer Rising Star.” Mr. Kelley is also a best-selling author and active in non-profit work, including efforts against human trafficking. He lives with his wife, Michelle, and their three sons, participating actively in their church and community. 

THIS TOPIC IN A NUTSHELL: 

Dugan’s Journey to Real Estate

Understanding 1031 Exchanges

Drop & Swap Explained

Tenant in Common (TIC) structures 

Qualified Intermediaries & Safe Harbor

Integrating TICs into Syndications

Seasoning Requirements & Best Practices

Handling Investor Exits & Boot 

Fees and Sponsor Compensation

Entity Structures & Disregarded Entities

Transfers, Conveyance & Operating Accounts

Final Takeaways from Dugan 

KEY QUOTE: 

“Remember: a 1031 exchange is a tax deferral, not a tax waiver.”

ABOUT THE WESTSIDE INVESTORS NETWORK  

The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.  

The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.  

#1031Exchange #RealEstateSyndication #RealEstateInvesting #CREInvestor #TaxDeferral #CommercialRealEstate #InvestmentStrategy #WealthBuilding #PassiveIncome #FinancialFreedom #TaxStrategy #RealEstatePortfolio #MultifamilyInvesting #AssetProtection #WealthStrategy #SmartInvesting #LongTermWealth #BuildWealth #CashFlowRealEstate #RealEstateEducation #RecessionProof #EconomicResilience #InvestorEducation #GenerationalWealth #RealEstateTaxBenefits #RealEstateInvestorTips #CapitalGainsTax #InvestorMindset #SyndicationStrategy #EntrepreneurMindset

CONNECT WITH DUGAN:

Website: https://kelleyclarkelaw.com

LinkedIn: https://www.linkedin.com/company/kelleyclarkelaw/ 

IG: https://www.instagram.com/kelleyclarkelaw 

FB: https://www.facebook.com/kelleyclarkelaw 

YT: https://www.youtube.com/@KelleyClarkeLaw 

CONNECT WITH US  

For more information about investing with AJ and Chris:  

·    Uptown Syndication | https://www.uptownsyndication.com/  

·    LinkedIn | https://www.linkedin.com/company/71673294/admin/  

For information on Portland Property Management:  

·    Uptown Properties | http://www.uptownpm.com  

·    Youtube | @UptownProperties  

Westside Investors Network  

·    Website | https://www.westsideinvestorsnetwork.com/  

·    Twitter | https://twitter.com/WIN_pdx  

·    Instagram | @westsideinvestorsnetwork  

·    LinkedIn | https://www.linkedin.com/groups/13949165/  

·    Facebook | @WestsideInvestorsNetwork  

·    Tiktok| @WestsideInvestorsNetwork  

·    Youtube | @WestsideInvestorsNetwork  

Check the episode transcript here

ABOUT BRAD JOHNSON

Brad is the Founder and CIO of Evergreen Capital. Brad has 20 years of experience investing in both traditional and alternative asset classes with a primary focus on high-cash-flowing assets. Brad is also a Partner of Vintage Capital, which focuses primarily on mobile home park investments. Previously, Brad worked as a real estate private equity operator. Early in his career, Brad worked at Wells Fargo's real estate investment bank and held various investment positions with private equity firms. Brad has closed over $3.3 billion in commercial real estate acquisitions over the course of his career. 

THIS TOPIC IN A NUTSHELL: 

From investment banking to private equity

Becoming an owner/operator 

Manufactured housing as a niche 

Advantages & Resilience of Affordable Housing 

Operational Challenges of Managing Underperforming Parks

Having the right market, occupancy levels, and management team

Evergreen Capital’s three primary verticals

Shift Toward Debt Investments

Minimizing downside risk vs. chasing 10x returns

Long-term compounding and Short-term capital gains 

Open-ended investment structures 

Connect with Brad

KEY QUOTE: 

“Real estate isn’t about hitting home runs. It’s about consistently hitting doubles while protecting your downside.”

ABOUT THE WESTSIDE INVESTORS NETWORK  

The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.  

The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.  

#ManufacturedHousing #AffordableHousingCrisis #RealEstateInvesting #PrivateEquity #GPStakes #CommercialRealEstateDebt #MobileHomeParks #AlternativeInvestments #HardAssets #AssetAllocation #InvestmentBanking #CashFlowInvestments #RiskAdjustedReturns #LongTermHold #TaxEfficientInvesting #EvergreenCapital #DebtInvesting #RealEstatePortfolio #LimitedPartner #GPInvestor #PassiveIncome #CashFlowRealEstate #BuildWealth #WealthPreservation #EconomicResilience #RealAssets #CompoundGrowth #FinancialFreedom #LegacyWealth #RecessionResistant

CONNECT WITH BRAD:

Website: https://www.evergreencap.com 

LinkedIn: https://www.linkedin.com/in/bradleyjohnson 

Interested in Mobile Home Parks? Check this out: https://vintage-funds.com 

CONNECT WITH US  

For more information about investing with AJ and Chris:  

·    Uptown Syndication | https://www.uptownsyndication.com/  

·    LinkedIn | https://www.linkedin.com/company/71673294/admin/  

For information on Portland Property Management:  

·    Uptown Properties | http://www.uptownpm.com  

·    Youtube | @UptownProperties  

Westside Investors Network  

·    Website | https://www.westsideinvestorsnetwork.com/  

·    Twitter | https://twitter.com/WIN_pdx  

·    Instagram | @westsideinvestorsnetwork  

·    LinkedIn | https://www.linkedin.com/groups/13949165/  

·    Facebook | @WestsideInvestorsNetwork  

·    Tiktok| @WestsideInvestorsNetwork  

·    Youtube | @WestsideInvestorsNetwork  

Check the episode transcript here

ABOUT WAYNE COURREGES III

Wayne is passionate about helping busy professionals build generational wealth by offering the opportunity to passively invest in commercial real estate syndications. His company, CREI Partners currently has over $50 million in assets under management in Texas, Louisiana, and Alabama. To build wealth for investors, Wayne focuses primarily on acquiring apartment communities and developing RV/Boat and Business Storage in areas with strong market fundamentals along with strategic partner relationships.  Based out of Central Texas, Wayne leads the investment lifecycle and investor relations for CREI Partners as the Lead Sponsor and General Partner. 

 Wayne started his real estate journey while serving in the US Marine Corps. After completing his service as a Marine Corps Corporal in 2007, he started a career with a Fortune 125 commercial real estate firm that spanned 16 years before focusing full-time on real estate investments. 

THIS TOPIC IN A NUTSHELL: 

·         From serving the Marine Corps to Real Estate Investing

·         Founding CREI Partners 

·         Getting into the Syndication space

·         First Multifamily Acquisition 

·         Direct-to-seller approach and Due diligence 

·         Deal Structure & Underwriting Philosophy

·         Approach to Acquisitions

·         Navigating Challenges Post-Purchase and Market Dynamics

·         Advice on vetting sponsors

·         CREI Partners portfolio

·         Connect with Wayne

KEY QUOTE: 

We’re not in the business of winning bidding wars. We’re in the business of finding value."

ABOUT THE WESTSIDE INVESTORS NETWORK  

The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.  

The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.  

#RealEstateSyndication #VetTheSponsor #MultifamilyInvesting #PassiveInvesting #RealEstateDeals #CREInvesting #SponsorDueDiligence #BuildWealth #FinancialFreedom #CashFlowInvesting #RealEstateStrategy #LongTermWealth #RiskManagement #EconomicResilience #AssetProtection #InvestorEducation #SmartInvesting #ApartmentInvesting #DirectToSeller #UnderwritingDeals #CRESponsors #RealEstateReturns #RealEstateCashFlow #RealEstateInvestor #CREAcquisitions #RealEstatePortfolio #WealthStrategy #GenerationalWealth #CashFlowRealEstate #InvestorRelations #EntrepreneurMindset

CONNECT WITH WAYNE:

Website: https://www.creipartners.com

LinkedIn: www.linkedin.com/in/wacourregesiii

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

Instagram: @creipartners 

CONNECT WITH US  

For more information about investing with AJ and Chris:  

·    Uptown Syndication | https://www.uptownsyndication.com/  

·    LinkedIn | https://www.linkedin.com/company/71673294/admin/  

For information on Portland Property Management:  

·    Uptown Properties | http://www.uptownpm.com  

·    Youtube | @UptownProperties  

Westside Investors Network  

·    Website | https://www.westsideinvestorsnetwork.com/  

·    Twitter | https://twitter.com/WIN_pdx  

·    Instagram | @westsideinvestorsnetwork  

·    LinkedIn | https://www.linkedin.com/groups/13949165/  

·    Facebook | @WestsideInvestorsNetwork  

·    Tiktok| @WestsideInvestorsNetwork  

·    Youtube | @WestsideInvestorsNetwork