Westside Investors Network (WIN)

Check the episode transcript here

ABOUT CHRIS SHEPARD 

Chris Shepard is an experienced real estate investor, property manager, and real estate agent.  He owns property in multiple states and chooses to invest in Portland, Oregon.  He has completed multiple 1031 exchanges and cost segregations to maximize the tax benefits of investing in real property.  Chris also holds the principal broker’s license for Uptown Properties LLC and is responsible for its real estate activities.  On top of his state license, Chris holds a Certified Property Manager (CPM) designation from the Institute of Real Estate Management (IREM).  He graduated with a Bachelor of Science in Business Finance at the University of Arizona.  With his extensive background in deal analysis and negotiation, he provides incredible value to this company and its projects. 

ABOUT SEAN POGGI 

Sean is the Asset Manager of Uptown Syndication. He graduated from the University of Oregon with a Bachelor of Science in Business Administration and brings over 14 years of leadership experience with Apple Inc. Sean has been actively investing in real estate since 2015, with experience managing both short-term and long-term rental properties, including out-of-state investments. As a passionate Project Manager and Entrepreneur, Sean is focused on driving operational efficiency, overseeing asset performance, and supporting the long-term success of each investment opportunity. 

THIS TOPIC IN A NUTSHELL:  

• The Disposition Stage  
• Knowing When to Sell 
• Setting a Target Sale Price 
• Choosing a Multifamily Broker 
• Preparing an Asset for Sale 
• Creating Buyer Upside 
• Cap Rates and NOI 
• Understanding NOI Scenarios 
• Beyond Cap Rates 
• Balancing Timing and Returns 
• When Exit Plans Change 
• Investor Waterfalls at Sale 
• Lessons From a Completed Disposition 
• Adjusting Exit Underwriting 
• The Current Multifamily Market 
• What Comes Next and Potential Buying Opportunities 

KEY QUOTE:  

“You have to be ready for when the market meets your sale price.” 

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 #MultifamilyInvesting #MultifamilySyndication #RealEstateSyndication #RealEstateInvestors #PassiveInvesting #PassiveIncome #CommercialRealEstate #MultifamilyRealEstate #RealEstateEducation #RealEstatePodcast #PropertyInvesting #ApartmentInvesting #ApartmentSyndication #RealEstateWealth #WealthBuilding #InvestmentStrategy #RealEstateStrategy #ExitStrategy #MultifamilyInvestors #RealEstateProfessionals #PropertyInvestors #RealEstateEntrepreneur #RealEstateMarket #CapRates #NOI #RealEstateUnderwriting #InvestmentProperty #RealEstateFinance #FinancialFreedom 

CONNECT WITH SEAN AND CHRIS: 

Sean’s LinkedIn: https://www.linkedin.com/in/seanpoggi
Email: [email protected]
Website: https://www.uptownsyndication.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 CHRIS SHEPARD 

Chris Shepard is an experienced real estate investor, property manager, and real estate agent.  He owns property in multiple states and chooses to invest in Portland Oregon.  He has completed multiple 1031 exchanges and cost segregations to maximize the tax benefits of investing in real property.  Chris also holds the principal brokers’ license for Uptown Properties LLC and is responsible for its real estate activities.  On top of his state license, Chris holds a Certified Property Manager (CPM) designation from the Institute of Real Estate Management (IREM).  He graduated with a Bachelor of Science in Business Finance at the University of Arizona.  With his extensive background in deal analysis and negotiation, he provides incredible value to this company and its projects. 

ABOUT SEAN POGGI 

Sean is the Asset Manager of Uptown Syndication. He graduated from the University of Oregon with a Bachelor of Science in Business Administration and brings over 14 years of leadership experience with Apple Inc. Sean has been actively investing in real estate since 2015, with experience managing both short-term and long-term rental properties, including out-of-state investments. As a passionate Project Manager and Entrepreneur, Sean is focused on driving operational efficiency, overseeing asset performance, and supporting the long-term success of each investment opportunity. 
 

THIS TOPIC IN A NUTSHELL:  

• Defining the Stabilization Stage in a Multifamily Syndication Lifecycle. 
• When a Value-Add Property Is Considered Fully Stabilized. 
• Refinancing, Permanent Debt & Achieving Sustainable Operations. 
• Maximizing Net Operating Performance Through Occupancy & Rent Growth. 
• Why Vacancy & Tenant Turnover Are the Biggest Threats to Stabilized Assets. 
• Lead Metrics Every Asset Manager Should Track During Stabilization. 
• Creating an Efficient Turnover Process to Reduce Vacancy Loss. 
• Using Pre-Move-Out Inspections to Improve Planning & Execution. 
• Understanding A, C & F Turnover Grades and Their Impact on Asset Performance. 
• Balancing Renovation Costs with Long-Term Property Value Creation. 
• Leasing Strategies for Stabilized Multifamily Properties in a Competitive Market. 
• Navigating Market Concessions, Class A Competition & Oregon Leasing Challenges. 
• Improving Tenant Satisfaction Through Responsive Maintenance & Communication. 
• The Four Pillars of Successful Stabilized Asset Management. 
• Knowing When It's Time to Hold or Sell a Stabilized Multifamily Asset. 

KEY QUOTE:  

“Revenue is a lag measure. The actions that drive it are the lead measures.” 

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 #MultifamilyInvesting #RealEstateSyndication #MultifamilySyndication #ApartmentInvesting #PassiveInvesting #PassiveIncome #RealEstateInvestors #MultifamilyRealEstate #RealEstateProfessionals #AssetManagement #MultifamilyAssets #ValueAddRealEstate #ValueAddInvesting #ApartmentSyndication #RealEstateWealth #WealthBuilding #RealEstateEducation #RealEstatePodcast #InvestingInRealEstate #CommercialRealEstate #RentalPropertyInvesting #PropertyManagement #RealEstateStrategy #RealEstateCareer #InvestorEducation #PassiveRealEstateInvesting #MultifamilyInvestor #ApartmentInvestors #WINPodcast 

CONNECT WITH SEAN AND CHRIS: 

Sean’s LinkedIn: https://www.linkedin.com/in/seanpoggi
Email: [email protected]
Website: https://www.uptownsyndication.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 SEAN POGGI 

Sean is the Asset Manager of Uptown Syndication. He graduated from the University of Oregon with a Bachelor of Science in Business Administration and brings over 14 years of leadership experience with Apple Inc. Sean has been actively investing in real estate since 2015, with experience managing both short-term and long-term rental properties, including out-of-state investments. As a passionate Project Manager and Entrepreneur, Sean is focused on driving operational efficiency, overseeing asset performance, and supporting the long-term success of each investment opportunity. 

ABOUT CHRIS SHEPARD 

Chris Shepard is an experienced real estate investor, property manager, and real estate agent.  He owns property in multiple states and chooses to invest in Portland Oregon.  He has completed multiple 1031 exchanges and cost segregations to maximize the tax benefits of investing in real property.  Chris also holds the principal brokers’ license for Uptown Properties LLC and is responsible for its real estate activities.  On top of his state license, Chris holds a Certified Property Manager (CPM) designation from the Institute of Real Estate Management (IREM).  He graduated with a Bachelor of Science in Business Finance at the University of Arizona.  With his extensive background in deal analysis and negotiation, he provides incredible value to this company and its projects. 

THIS TOPIC IN A NUTSHELL:  

• Understanding the Acquisition Stage in Multifamily Syndication 
• How to Source Off-Market & Broker Relationships for Better Deals 
• Building Credibility Through Track Record & Broker Trust 
• The "Napkin Rule" for Quickly Evaluating Investment Opportunities 
• Why Location Still Matters More Than Ever 
• How to Underwrite Multifamily Deals Conservatively 
• Balancing Value-Add Opportunities with Investment Risk 
• Creating a CapEx Budget That Maximizes ROI 
• Bridge Financing vs. Permanent Debt: Choosing the Right Leverage 
• Planning an Effective Value-Add Strategy Before Closing 
• What Happens During the Stabilization Phase 
• Property Management Improvements That Increase Asset Value 
• Cosmetic Renovations That Deliver the Highest Returns 
• Managing Tenant Communication During Property Transitions 
• How to Balance Occupancy, Rent Growth & Cash Flow 
• Overcoming Operational Challenges During Stabilization 
• Measuring Success: When Is a Property Truly Stabilized? 
• The Importance of Communication Across Brokers, Contractors & Property Managers 
• Setting Clear Goals, Timelines & Performance Benchmarks for Every Deal 
• Executing a Value-Add Business Plan That Creates Long-Term Investor Returns 

KEY QUOTE:  

"A value-add plan creates the roadmap. Execution creates the returns." 

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 #MultifamilyInvesting #RealEstateSyndication #ApartmentInvesting #PassiveInvesting #CommercialRealEstate #MultifamilySyndication #ValueAddInvesting #CashFlowInvesting #RealEstateEducation #InvestorEducation #PropertyManagement #ApartmentSyndication #RealEstatePodcast #PassiveIncome #FinancialFreedom #InvestmentStrategy #DealAnalysis #Underwriting #AssetManagement #CommercialProperty #RealEstateInvestor #SyndicationCycle #InvestmentOpportunities #WealthBuilding #PortfolioGrowth #CashFlow #RealEstateBusiness #RealEstateProfessionals #WINPodcast 
 

CONNECT WITH SEAN AND CHRIS: 

Sean’s LinkedIn: https://www.linkedin.com/in/seanpoggi 

Email: [email protected] 

Website: https://www.uptownsyndication.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 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: 

·         Ben Murphy's outlook on the Portland multifamily market.

·         Why today's market favors disciplined buyers.

·         Rent growth, NOI, and operating cost trends.

·         Comparing today's cycle to the 2008 downturn.

·         Why operational efficiency matters more than ever.

·         Supply, demand, and Portland's path to recovery.

·         Top-performing and struggling Portland submarkets.

·         How rent regulations are reshaping investment strategies.

·         Five-year outlook for rents, cap rates, and interest rates.

·         Actionable advice for multifamily buyers, sellers, and operators.

KEY QUOTE: 

"Great operators create value in every market."

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 #MultifamilyInvesting #ApartmentInvesting #CommercialRealEstate #PassiveInvesting #PassiveIncome #CashFlowInvesting #RealEstateInvestor #MultifamilySyndication #InvestmentProperty #PortfolioGrowth #AssetManagement #PropertyManagement #NOI #CapRates #RentGrowth #MarketUpdate #CommercialBroker #RealEstateMarket #RealEstateEducation #DealAnalysis #ValueAddInvesting #BuyAndHold #CashFlow #AccreditedInvestor #InvestorEducation #FinancialFreedom #CREInvesting #PortlandRealEstate #WealthBuilding #RealEstatePodcast

CONNECT WITH BEN MURPHY:

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

Email: [email protected]

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 REED GOOSSENS 

 Reed Goossens is the Founder and CEO of RSN Property Group, a real estate investment firm that has acquired nearly $1 billion in multifamily assets across the United States. Originally from Australia, Reed moved to the U.S. in 2012 and built a career helping investors create wealth through commercial real estate. He is also a Co-Founder of Accounting First Group, a platform focused on acquiring and scaling CPA firms across the country. In addition, Reed hosts the long-running Investing in the U.S. podcast, where he interviews leading entrepreneurs, investors, and business operators on building wealth and creating financial freedom. 

THIS TOPIC IN A NUTSHELL: 

• Reed Goossens' Path From Australian Structural Engineer to Multifamily Syndicator 
• Getting Back to Fundamentals: Positive Leverage & Agency Debt 
• Why Now May Be the Best Buying Window of the Cycle 
• Reading Local Construction Pipelines Before You Buy 
• Red States vs. Blue States: The Case for High-Barrier-to-Entry Markets 
• Blending Institutional and Retail Capital to Bridge Raises 
• Why Raising Equity Is Taking Longer in Today's Market 
• Distressed Deals vs. Distressed Operators: Knowing the Difference 
• Is the Syndication Business Model Built on Volume Broken? 
• The GP Preferred Return Debate and Aligning Incentives With Investors 
• Underwriting Conservative Rent Growth After the 2022 Reset 
• Why Basis Plays Beat Betting on Rent Growth Right Now 
• Shifting From Short-Term Flips to Medium- and Long-Term Holds 
• Market Deep Dive: Austin, Dallas, San Antonio, Phoenix, Fayetteville & Greenville 
• Renter Preferences by Market: Washer/Dryers, AC & In-Unit Amenities 
• Underwriting Volume as a Shortcut to Market Expertise 
• Lightning Round: Biggest Mistakes, First Hustles & Lessons for a Younger Self 

KEY QUOTE:  

              Positive leverage should be your starting point." 

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 #MultifamilyInvesting #PassiveInvesting #PassiveIncome #RealEstateInvestor #ApartmentInvesting #CommercialRealEstate #RealEstateSyndication #AccreditedInvestor #CashFlowInvesting #InvestmentStrategy #FinancialFreedom #WealthBuilding #AlternativeInvestments #PrivateEquityRealEstate #InvestorEducation #RealEstatePodcast #SponsorDueDiligence #DealAnalysis #InvestmentOpportunities #PortfolioDiversification #LongTermInvesting #MarketCycles #RealEstateEducation #CapitalRaising #InvestorMindset #GenerationalWealth #PrivatePlacements #MultifamilySyndication #SmartInvesting 

CONNECT WITH REED GOOSSENS: 

LinkedIn: https://www.linkedin.com/reed-goossens
Instagram: Www.instagram.com/reedgoossens 

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 GEORGE ROBERTS 

George Roberts is the author of “Passionate Living Through Passive Investing,” which focuses on opportunities in commercial real estate while at the same time highlighting both his diverse experience in private equity as well as the power of a passionate, intention-driven lifestyle. Before devoting himself to commercial real estate full-time, George worked as an award-winning data scientist and bioscientist with over 800 citations in the fields of genomics, microbiology, and physiology. After making his mark on three fields of bioscience, he turned his attention to the dashing world of entrepreneurship.  George is also the founder of Roberts Capital Enterprises, which sponsors value-add multifamily opportunities for qualified passive investors. In addition to owning over 550 units as an active multifamily investor, he is also an avid passive investor. His passive investments include over 600 multifamily units, carwashes, early-stage companies, as well as triple-net real estate.  When he is not attending to one of his business entities, he can be found sailing Lake Erie with his wife Mary and his two sons. 

THIS TOPIC IN A NUTSHELL:  

• George Roberts' journey from accidental landlord to multifamily investor 
• Why multifamily outperformed every other investment asset 
• Using data science to make smarter real estate decisions 
• The power of curiosity and continuous learning 
• Transitioning from a W-2 career to full-time investing 
• Active vs. passive investing in multifamily real estate 
• Investing in Midwest and secondary growth markets 
• Market migration trends and affordability insights 
• Buying with a margin of safety during market cycles 
• Using economic data to identify investment opportunities 
• Private lending as a wealth-building strategy 
• Building investment opportunities through networking 
• Avoiding "deal heat" and herd mentality 
• Diversification and capital preservation strategies 
• Lessons from Passionate Living Through Passive Investing 

KEY QUOTE:  

“Stay curious. The more you learn, the better investor you'll become.” 

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 

#MultifamilyInvesting #RealEstateInvesting #CommercialRealEstate #ApartmentInvesting #PassiveInvesting #PassiveIncome #RealEstateSyndication #RealEstateInvestor #CREInvesting #CashFlowInvesting #FinancialFreedom #WealthBuilding #LongTermInvesting #DataDrivenInvesting #InvestmentStrategy #MarketAnalysis #RealEstateEducation #PrivateLending #PortfolioDiversification #CapitalPreservation #SmartInvesting #RealEstatePodcast #InvestorMindset #BuildingWealth #AlternativeInvestments #AccreditedInvestors #DealAnalysis #MarketCycles #GenerationalWealth #InvestingKnowledgeForGrowth 

CONNECT WITH GEORGE ROBERTS:
LinkedIn: https://www.linkedin.com/in/georgerobertsiii
Instagram: https://www.instagram.com/authorinvestorgeorgeroberts
Facebook: https://www.facebook.com/george.roberts
X: https://x.com/REDatascientist 

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 MARK KHURI

Mark Khuri is the CEO and Co-Founder of SMK Capital Management, a family-owned private equity real estate firm with over two decades of experience acquiring, managing, and investing in institutional-quality, recession-resistant assets. A real estate investor for more than 20 years, Mark has analyzed thousands of opportunities and successfully bought, renovated, sold, and invested in over 120 properties valued at more than $1.5 billion, forming and managing over 70 real estate partnerships. Through strategic partnerships and private syndications, SMK pools investor capital into professionally managed, passive real estate portfolios designed to deliver consistent cash flow, long-term growth, and attractive risk-adjusted returns—opportunities typically difficult for individual investors to source and underwrite independently. 

THIS TOPIC IN A NUTSHELL: 

·         Mark Khuri's Journey from Corporate Finance to Real Estate Investing

·         Building SMK Capital Through Syndications & Fund of Funds

·         Lessons Learned from Investing as Both a GP and LP

·         Understanding the Fund of Funds Investment Model

·         How Fund Managers Create Value for Passive Investors

·         Diversification Across Asset Classes & Real Estate Sectors

·         Negotiating Better Terms Through Institutional Partnerships

·         The Sponsor Due Diligence Framework: What Really Matters

·         Evaluating Track Record, Teams & Transparency

·         Why 99% of Investment Opportunities Get Rejected

·         Finding Opportunity in Today's Commercial Real Estate Market

·         Conservative Underwriting & Risk-First Investing

·         Cash Flow, Positive Leverage & Realistic Return Expectations

·         Red Flags Every Passive Investor Should Watch For

·         Managing Risk Through Debt Structure & Capital Stack Analysis

·         Why Mark Avoids Most Ground-Up Development Projects

·         Market Selection Strategies Across Different Asset Classes

·         Building Wealth Through Long-Term Investing & Patience

·         Networking, Mentorship & Growing Investor Relationships

·         Real Estate Lessons from Early Investing Mistakes & Challenges

·         Problem-Solving Through Market Cycles and Economic Uncertainty

KEY QUOTE: 

"A sponsor having a bad deal isn't always a red flag. What matters is how they handled it."

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

#FundofFundsStrategy #GeneralPartner #Syndicator #TrackRecord #MarketSelection #LongTermInvesting #MarketCycles #Development #PositiveLeverage #InvestingStrategies #Syndications #RealEstateInvesting #RealEstateInvestor #PassiveInvesting #WealthBuilding #CashFlowInvesting #FinancialFreedom #MultifamilyInvesting #InvestorEducation #RealEstateWealth#PassiveIncome #CommercialRealEstate #InvestmentStrategy #PortfolioDiversification #LongTermWealth #InvestorMindset #WealthStrategy

CONNECT WITH MARK KHURI:

LinkedIn: https://www.linkedin.com/in/mark-khuri/ 

Email: [email protected]

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 SEAN POGGI 

Sean is the Asset Manager of Uptown Syndication. He graduated from the University of Oregon with a Bachelor of Science in Business Administration and brings over 14 years of leadership experience with Apple Inc. Sean has been actively investing in real estate since 2015, with experience managing both short-term and long-term rental properties, including out-of-state investments. As a passionate Project Manager and Entrepreneur, Sean is focused on driving operational efficiency, overseeing asset performance, and supporting the long-term success of each investment opportunity. 

ABOUT CHRIS SHEPARD 

Chris Shepard is an experienced real estate investor, property manager, and real estate agent.  He owns property in multiple states and chooses to invest in Portland, Oregon.  He has completed multiple 1031 exchanges and cost segregations to maximize the tax benefits of investing in real property.  Chris also holds the principal broker’s license for Uptown Properties LLC and is responsible for its real estate activities.  On top of his state license, Chris holds a Certified Property Manager (CPM) designation from the Institute of Real Estate Management (IREM).  He graduated with a Bachelor of Science in Business Finance from the University of Arizona.  With his extensive background in deal analysis and negotiation, he provides incredible value to this company and its projects. 

THIS TOPIC IN A NUTSHELL:  

• Sean and Chris break down the first full-cycle deal 
• Finding upside through low rents, neglected management, and deferred maintenance 
• Negotiating a $75,000 seller credit during acquisition 
• When the Freddie Mac loan fell through after a failed property inspection 
• Pivoting to hard money financing to get the deal closed 
• Tackling major mold remediation and taking one unit down to the studs 
• Replacing roofs, improving exteriors, and executing the renovation plan 
• Refinancing during COVID and navigating shifting lender requirements 
• How COVID reserves impacted refinance proceeds 
• The lesson learned from refinancing too quickly 
• Why loan-to-cost restrictions limited early capital returns 
• Stabilizing the property through improved operations and rent growth 
• Dispositioning the asset in 2025 after completing the full cycle 
• Key investor lessons and how they shaped future syndications 

KEY QUOTE:  

“Every investor remembers their first full-cycle deal because it teaches you what the spreadsheet never can.” 

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 #MultifamilyInvesting #ApartmentInvesting #RealEstateSyndication #ValueAddRealEstate #CommercialRealEstate #PassiveInvesting #ActiveInvesting #AccreditedInvestor #CashFlowInvesting #PrivateEquityRealEstate #FullCycleInvesting #MultifamilySyndication #RealEstateInvestors #InvestmentProperty #RentalPropertyInvesting #InvestorEducation #WealthBuilding #FinancialFreedom #AssetManagement #PropertyManagement #RealEstateEducation #RealEstateProfessionals #PortfolioGrowth #CapitalRaising #RealEstateOperator #IncomeProducingAssets #MarketCycleInvesting #InvestmentStrategy #UptownSyndication 

CONNECT WITH SEAN AND CHRIS: 

Sean’s LinkedIn: https://www.linkedin.com/in/seanpoggi 

Email: [email protected] 

Website: https://www.uptownsyndication.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 ROBERT MARTINEZ 

Robert Martinez is the Founder and CEO of Rockstar Capital, a Texas-based firm specializing in the investment and management of multifamily assets. Under his leadership, the firm manages a portfolio of 4,415 units across 22 communities. Robert is the first individual to have been awarded the prestigious NAA Independent Owner of the Year twice, in 2013 and 2019. 

Since its founding in 2011, Rockstar Capital has earned notable industry recognition, including 19 city, state, and national apartment association awards. Rockstar Capital's in-house property management company has been top-rated by ApartmentRatings.com since 2015 and was ranked #4 in Texas for best online reputation management by J Turner Research. Additionally, five Rockstar Capital communities have been listed in the top 1% nationally for online resident satisfaction out of more than 116,000 communities. 

THIS TOPIC IN A NUTSHELL:  

• Robert Martinez’s background in real estate investing 
• From engineering and sales to full-time multifamily investing 
• Discovering forced appreciation and the “magic formula” 
• Building Rockstar Capital and scaling to 4,400+ units in Texas 
• Early lessons from investing through the Great Recession 
• Why resident retention drives apartment profitability 
• Self-managing for culture, control, and performance 
• Weekly leadership systems and operational accountability 
• Fixing underperforming properties  
• Changing property culture after acquisition 
• Value-add renovations that actually improve resident experience 
• Hiring, training, and promoting from within 
• Lessons on leverage, debt, and surviving changing market cycles 
• Why bad loans can sink good real estate deals 
• Single-asset syndications vs. fund structures 
• Winning deals through certainty, speed, and sponsor credibility 
• Entrepreneurship, leadership, and long-term wealth building 
• Connect with Robert 

KEY QUOTE:  

 
"If you know what you’re doing, it’s not risky. It’s a controlled risk. It’s a calculated risk.” 

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 #MultifamilyInvesting #ApartmentInvesting #CommercialRealEstate #PassiveInvesting #ActiveInvesting #AccreditedInvestor #CashFlowInvesting #ValueAddRealEstate #RealEstateSyndication #PropertyManagement #AssetManagement #InvestorMindset #WealthBuilding #FinancialFreedom #PrivateEquityRealEstate #RentalPropertyInvesting #TexasRealEstate #InvestmentStrategy #PortfolioGrowth #CapitalRaising #RealEstateEducation #WealthPreservation #LongTermInvesting #RealEstateOperator #InvestorEducation #IncomeProducingAssets #ForcedAppreciation #MarketCycleInvesting #RealEstateProfessionals 

CONNECT WITH ROBERT MARTINEZ: 

Instagram:  https://www.instagram.com/apartmentrockstar
LinkedIn:  https://www.linkedin.com/in/theapartmentrockstar/
Website:  https://rockstar-capital.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 CODY PAYNE 

Cody Payne is the Founder and Managing Partner of Flex Parks USA, a national brokerage, advisory, and platform exclusively focused on small-bay flex industrial real estate. With more than 20 years of experience and 1,000+ closed commercial real estate transactions, Cody is widely recognized as one of the leading authorities in the small-bay flex and multi-tenant industrial sector across the United States. 

Cody’s background spans investment sales, leasing, asset positioning, and market strategy across office and industrial real estate. In addition to brokerage, Cody is a co-author of Flex Space Domination, a top-recognized book on small-bay flex investing, and a frequent speaker, advisor, and media contributor within the commercial real estate industry. His work continues to shape the future of flex space development and investment nationwide. 

THIS TOPIC IN A NUTSHELL:  

• Cody Payne’s path into commercial real estate 
• Why small-bay industrial is gaining traction 
• What flex parks are and who uses them 
• How Flex Parks USA finds and evaluates sites 
• Key market research before development 
• Ideal project size, layout, and tenant mix 
• Why investors are shifting from multifamily 
• Lease structure, rent growth, and cash flow 
• Management and leasing in flex industrial 
• Risks and realities of industrial condos 
• Valuation metrics and underwriting insights 
• Career lessons, mistakes, and long-term growth 
• 
  

KEY QUOTE:  

                    “A lot of people look at small bay as the multifamily of industrial.” 

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 #IndustrialRealEstate #SmallBayIndustrial #FlexParks #PassiveInvesting #AccreditedInvestor #CashFlowInvesting #CREInvesting #RealEstateInvestor #InvestmentProperty #RealEstateSyndication #CommercialProperty #WealthBuilding #PortfolioGrowth #InvestorEducation #AlternativeInvestments #IncomeProducingAssets #AssetManagement #DealAnalysis #MarketResearch #PropertyInvestment #PrivateEquityRealEstate #MultifamilyToIndustrial #CashFlowStrategies #InvestmentOpportunities #BuildWealth #FinancialFreedom #LongTermInvesting #SmartInvesting 

CONNECT WITH CODY PAYNE: 

LinkedIn: https://www.linkedin.com/in/codypayne/
Instagram: https://www.instagram.com/txofficeindustrial/
Website:  www.flexbusinesspark.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