Zen and the Art of Real Estate Investing

HGTV has inspired many would-be real estate investors over the years, but it doesn't usually reveal the difficulties new investors can face.

On this episode of Zen and the Art of Real Estate Investing, Jonathan interviews Michael Wagman, founder and a Nimble Capital Group managing partner. Nimble Capital holds a multifamily, retail, commercial, and raw land asset portfolio. Michael got his start in real estate after watching a lot of flips on HGTV and deciding he could do it, too.

Jonathan and Michael start their conversation by discussing how Michael landed in real estate after watching too much HGTV after he returned to the U.S. from living abroad. You'll hear about Michael's first flip, what led him to multifamily properties, and how he overcame the fear of risk and began using other people's money (OPM) to scale the business. Michael shares how he met his business partner, his biggest change in looking for properties in today's market, and the questions you should ask when considering a syndication.

You're not alone if you've ever felt inspired by HGTV, and for those willing to take a risk like Michael Wagman was, it can lead to a prosperous and long-lasting career in real estate.

In this episode, you will hear:

• How HGTV inspired Michael Wagman to start flipping houses after moving back to the U.S. from abroad

• Lessons from his first flip and what he'd do differently now

• Michael's first house hack, which gave him an "aha" moment, and how he began looking for ways into multifamily properties

• Overcoming the fear of risk, scaling the business with other people's money (OPM), and finding a business partner

• The biggest change Michael's made in how he looks for properties in this market

• Evaluating returns on a property purchase and what Michael's preference is

• What he learned from taking OPM and the questions people should ask when they're considering syndications

• Michael's favorite assets at the moment and why he still loves multifamily

Follow and Review:

We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/188/ to download it.

Supporting Resources:

Nimble Capital Group website - www.nimblecapitalgroup.com

Find Michael Wagman on Facebook - www.facebook.com/michael.wagman.142

Nimble Capital on Instagram - www.instagram.com/nimble_capital_group

Connect with Michael on LinkedIn - www.linkedin.com/in/michaelwagman

Website - www.streamlined.properties

YouTube - www.youtube.com/c/JonathanGreeneRE/videos

Instagram - www.instagram.com/trustgreene

Instagram - www.instagram.com/streamlinedproperties

TikTok - www.tiktok.com/@trustgreene

Zillow - www.zillow.com/profile/StreamlinedReal

Bigger Pockets - www.biggerpockets.com/users/TrustGreene

Facebook - www.facebook.com/streamlinedproperties

Email - [email protected]

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

On this episode of Zen and the Art of Real Estate Investing, Jonathan interviews Shane LaFave. Shane has been in real estate development for more than 15 years and has worked on a little of everything, including affordable housing renovations, high-end market-rate buildings, hotels, historic buildings, commercial spaces, and solar farms. Shane serves as the executive vice president of Roers Companies, a multifamily real estate firm powered by in-house development, construction, and property management, otherwise known as vertical integration.

As Jonathan and Shane begin their conversation, you'll hear what drew Shane to real estate in college, why it's a relationship-based business, and his focus on working on the community's needs as a syndicator while implementing vertical integration. He shares what can happen when syndication isn't vertically integrated, Shane's preference for new builds, and the downsides of new construction. You'll hear the fund his company offers to those hesitant about syndications, why you must know your market and understand the marketing, and what Shane looks for in a geographic area before investing. Finally, they cover the best time to jump into syndication and what he loves about industrial real estate.

For those considering moving into syndications as an investment vehicle, Shane LaFave offers listeners a masterclass on how to do it effectively.

In this episode, you will hear:

• Shane LaFave's background in real estate, beginning with a degree in real estate studies
• The importance of building relationships and understanding this is a people business
• Working within the needs of the community as a syndicator and implementing vertical integration
• The problems that can arise in a syndication that isn't vertically integrated
• New builds versus renovation projects and why new builds are Shane's sweet spot
• The downsides of new construction
• The fund Shane offers to those who are hesitant to invest in a syndication
• Knowing your market and understanding the marketing behind a syndication
• How many units are in one of Shane's typical projects
• Choosing a geographic area for a new build and what he looks for
• The best time to invest in a syndication
• Shane's love for industrial real estate

Follow and Review:

We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/187/ to download it.

Supporting Resources:

Roers Companies website - roerscompanies.com

Roers Companies on YouTube - www.youtube.com/channel/UCaphglePU6-8OeJC0AGxtRg

Roers Companies' Facebook - www.facebook.com/Roerscompanies

Find Roers Companies on Instagram - www.instagram.com/roerscos

Connect with Shane LaFave on LinkedIn - www.linkedin.com/in/shane-LaFave-734b6213

Roers Companies on LinkedIn - www.linkedin.com/company/roers-companies

Website - www.streamlined.properties

YouTube - www.youtube.com/c/JonathanGreeneRE/videos

Instagram - www.instagram.com/trustgreene

Instagram - www.instagram.com/streamlinedproperties

TikTok - www.tiktok.com/@trustgreene

Zillow - www.zillow.com/profile/StreamlinedReal

Bigger Pockets - www.biggerpockets.com/users/TrustGreene

Facebook - www.facebook.com/streamlinedproperties

Email - [email protected]

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Novation is a term you may not be familiar with, but today's guest is an expert in this real estate strategy and explains why you need to know about it.

On this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Trever Ahing, founder of Buyer Beater University, specializing in Novations. Trever is a creative finance specialist with a military background, giving him a unique perspective on building strategies in real estate.

Jonathan and Trever begin their discussion by exploring Trever's military background, how it led him to real estate, and why he built his business around Novations. You'll hear the four Ds of real estate, why it matters when you're service-oriented versus sales-oriented, and the deal that caused Trever to get his real estate license and start his Novation business. As the conversation winds down, Trever shares why he says "no" more often than "yes," how to find a real estate ad ripe for Novation, and the marketing he uses to discover new clients and dud listings.

If you haven't heard of Novations, you won't want to miss this investing technique.

In this episode, you will hear:

• Trever Ahing's introduction to real estate while he served in the military and why it appealed to him
• Leveraging VA loans to invest in real estate
• Trever's business, what it does, and who it's for
• The four Ds of real estate: death, distress, divorce, and debt
• Being service-oriented versus sales-oriented
• The deal that prompted Trever to get his real estate license and create his business
• Focusing on collaboration rather than a position of authority
• Why he says "no" more often than "yes" and turns the agent involved into a project manager
• What Trever looks for in a real estate ad that's ripe for Novation
• Being willing to fail to get better
• The marketing he uses to find new clients and how the MLS can help find dud listings
• His Buyer Beater University program and Trever's favorite asset class

Follow and Review:

We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/186/ to download it.

Supporting Resources:

Buyer Beater University - www.buyerbeateruniversity.com

Find Trever Ahing on YouTube - www.youtube.com/@investwithtrev

Trever's Instagram - www.instagram.com/investwithtrev

Connect with Trever on LinkedIn - www.linkedin.com/in/trever-ahing-54800b305

Trever on Twitter/X - x.com/investwithtrev

Trever's TikTok - www.tiktok.com/@investwithtrev

Website - www.streamlined.properties

YouTube - www.youtube.com/c/JonathanGreeneRE/videos

Instagram - www.instagram.com/trustgreene

Instagram - www.instagram.com/streamlinedproperties

TikTok - www.tiktok.com/@trustgreene

Zillow - www.zillow.com/profile/StreamlinedReal

Bigger Pockets - www.biggerpockets.com/users/TrustGreene

Facebook - www.facebook.com/streamlinedproperties

Email - [email protected]

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

The legal aspect of real estate is often in the background, but understanding the ins and outs of a deal can be crucial to success.

On this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Tilden Moschetti. Tilden is a securities attorney, syndicator, syndication coach, and author of the bestselling book, "The Commercial Real Estate Legal Survival Guide Every Owner Needs."

As their conversation begins, Jonathan and Tilden delve into Tilden's decision to go to law school to better understand real estate and how he left litigation to work as a real estate syndicator and syndication attorney. You'll hear the setup of syndications, how to create a strategy, recognize a bad deal, and manage the risk of participating in syndications. Tilden shares the founder investment theory, understanding your investors, and setting LP expectations. Finally, Jonathan and Tilden cover how to start a syndication, structure and finance it, and what it means to be a "syndication lion."

If syndications intrigue you but you aren't sure if this asset class is for you, Tilden Moschetti breaks down what you need to know about this asset class from a legal stance.

In this episode, you will hear:

• How Tilden Moschetti's interest in real estate developed and his decision to go to law school to better understand it
• Tilden's path from litigator to real estate syndicator
• The setup of syndications and how they work
• Creating a syndication strategy and recognizing the signs of a bad deal
• The biggest issues in syndication today and managing the risk involved
• Value-add syndications versus turnovers and being transparent about the investment
• The founder investment theory and understanding your investors
• The true value of syndications at the sale and setting LP expectations
• Starting a syndication, setting up a solid structure, and financing the project
• Having skin in the game as the investor running a syndication
• What a "syndication lion" is and Tilden's preferred asset class
• His tips for finding a good syndication deal and the red flags to watch for

Follow and Review:

We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/185/ to download it.

Supporting Resources:

Moschetti Law Group website - www.moschettilaw.com

Moschetti Law Group on YouTube - www.youtube.com/channel/UCVh1CNQULC45Bh6j4WV2sjA

Find Moschetti Law Group on Facebook - www.facebook.com/syndication.attorneys

Moschetti Law's Instagram - www.instagram.com/moschettilaw

Connect with Moschetti Law on LinkedIn - www.linkedin.com/company/moschettilaw

Website - www.streamlined.properties

YouTube - www.youtube.com/c/JonathanGreeneRE/videos

Instagram - www.instagram.com/trustgreene

Instagram - www.instagram.com/streamlinedproperties

TikTok - www.tiktok.com/@trustgreene

Zillow - www.zillow.com/profile/StreamlinedReal

Bigger Pockets - www.biggerpockets.com/users/TrustGreene

Facebook - www.facebook.com/streamlinedproperties

Email - [email protected]

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Today, women have more opportunities than ever in real estate investing. Today's guest is one of the women who paved the way and shares what she's learned over three decades of real estate investing.

On this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Ginger Faith, a successful real estate investor with over 30 years of experience. Ginger is a real estate broker, builder, CEO of Golden Canyon Properties, and has flipped over 50 homes. Ginger also founded YourWealthNetwork meetup group and the Women's Wealth Network in the San Francisco Bay Area.

Jonathan and Ginger start by delving into her introduction to real estate and entrepreneurship, the importance of networking and connecting to other investors, and her nightmare experience as a new landlord. She explains why she took a break from investing, what brought her back, and the hard work behind flipping and investing that social media leaves out. Ginger shares the financial lessons she's learned from her long real estate career, what's changed for women in the past 30 years, and her advice for young women who want to become investors. Finally, you'll hear what asset classes Ginger targets now, the shift in your investing strategies over time, understanding your gifts and leaning into those in your business, and her advice for new investors.

Don't miss Ginger Faith's decades of experience and wisdom that can help you plot the right path for your investing career.

In this episode, you will hear:

• Ginger Faith's introduction to real estate and entrepreneurship as a child
• Networking, connecting to other real estate investors, and finding her first property
• Ginger's initial experiences as a landlord and her nightmare experience with a friend who became a tenant
• Why she took a break, and what brought her back to real estate investing
• The work behind flipping and real estate investing that social media is leaving out of the equation
• Ginger's financial lessons from her career as an investor and making intelligent steps toward what you want
• How real estate investing has changed for women over the past 30 years and her advice for young women who want to join the industry
• The asset classes she's targeting now and why your investing views change over time
• The importance of understanding your gifts and applying those to your business
• Ginger Faith's advice for new investors based on her decades of experience

Follow and Review:

We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/184/ to download it.

Supporting Resources:

Women's Wealth Network - womenswealthnetwork.net

Ginger Faith on YouTube - www.youtube.com/c/LovingLivermoreandTriValleyCA

Find Ginger on Facebook - www.facebook.com/gingergirlinvestor

Ginger's Instagram - www.instagram.com/gingergirlinvestor

Connect with Ginger on LinkedIn - www.linkedin.com/in/ginger-crystal-faith-9bb460249

Website - www.streamlined.properties

YouTube - www.youtube.com/c/JonathanGreeneRE/videos

Instagram - www.instagram.com/trustgreene

Instagram - www.instagram.com/streamlinedproperties

TikTok - www.tiktok.com/@trustgreene

Zillow - www.zillow.com/profile/StreamlinedReal

Bigger Pockets - www.biggerpockets.com/users/TrustGreene

Facebook - www.facebook.com/streamlinedproperties

Email - [email protected]

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Real estate investing isn't always the obvious path, especially if you've just graduated from optometry school.

On this episode of Zen and the Art of Real Estate Investing, Jonathan interviews Zach Lemaster, founder and CEO of Rent to Retirement. Rent to Retirement is the nation's leading turnkey investment company. In addition to his company, Zach is a seasoned real estate investor with an extensive portfolio of rental properties across multiple markets, including single-family, multifamily, commercial, and new construction.

As Jonathan and Zach begin their discussion, they dive into how Zach's father-in-law introduced him to real estate investing, why it appealed to him, and how his military service helped Zach begin a real estate career. He shares what he learned from being the landlord of out-of-state properties, how that influenced the development of his business strategy, and Zach's focus on upper B and A class new construction homes. They explore the risks associated with investing, being honest with yourself and others about your goals, and the benefits of investing with a syndication. Jonathan and Zach discuss creating an ideal investor avatar, the benefits of purchasing turnkey properties, and how Zach chooses where to invest next. Finally, Jonathan and Zach reveal why some investors hold on to properties just a bit too long and the importance of focusing on one asset class while you learn.

Zach Lemaster's advice on building a rental portfolio can help you create your own rent-to-retirement strategy.

In this episode, you will hear:

• How Zach Lemaster's father-in-law introduced him to real estate investing and why it appealed to him
• The impact Zach's military service and access to VA loans had on beginning a real estate career
• Lessons from landlording with out-of-state properties and developing his business strategy
• His focus on upper B and A class new construction homes
• The risk associated with investing and being honest about your goals
• The benefits of investing with a syndication
• Developing an ideal investor avatar
• Benefits of purchasing turnkey properties and creating a system to effectively
• Choosing where to buy properties and the demographics Zach looks for
• Trading in properties you held for new ones
• Avoiding shiny object syndrome and focusing on one asset class to start investing

Follow and Review:

We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/183/ to download it.

Supporting Resources:

Rent to Retirement website - renttoretirement.com

Rent to Retirement on YouTube - www.youtube.com/@RentToRetirement

Find Rent to Retirement on Facebook - www.facebook.com/RentToRetirement

Rent to Retirement's Instagram - www.instagram.com/renttoretirementinvest

Connect with Rent to Retirement on LinkedIn - www.linkedin.com/company/rent-to-retirement

Find Rent to Retirement on Twitter - x.com/Rent2Retirement

Rent to Retirement's TikTok - www.tiktok.com/@renttoretirement

Website - www.streamlined.properties

YouTube - www.youtube.com/c/JonathanGreeneRE/videos

Instagram - www.instagram.com/trustgreene

Instagram - www.instagram.com/streamlinedproperties

TikTok - www.tiktok.com/@trustgreene

Zillow - www.zillow.com/profile/StreamlinedReal

Bigger Pockets - www.biggerpockets.com/users/TrustGreene

Facebook - www.facebook.com/streamlinedproperties

Email - [email protected]

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Beginning real estate investors often cite analysis paralysis as the force holding them back from moving forward with investments. But what if analysis paralysis isn't real?

On this solo episode of Zen and the Art of Real Estate Investing, Jonathan outlines the illusion of analysis paralysis and what's really behind a reluctance to jump into the game. He explains that repetition creates success and the importance of finding honest resources to learn about the business. You'll hear how time and experience will help you understand the value of a property, the impact a market can have on beginning and seasoned investors, and the value of taking action in your own best interest. Finally, Jonathan rounds out the episode by outlining why you should become an avid real estate investor instead of a spreadsheet warrior, nailing down your buying and financing strategies, and avoiding the ever-present shiny object syndrome.

Jonathan has decades of experience in real estate investing, and these are his best tips for starting your own real estate investing career.

In this episode, you will hear:

• The illusion of analysis paralysis
• Why repetition creates success and the importance of honesty
• Experience and how it can help you understand the real value of a property
• The market's impact on both beginners and experienced investors
• Taking action, like hiring an agent, for your own best interest
• Combatting the feeling of being "stuck" by taking action and attending meetups
• Becoming an avid real estate investor and not a spreadsheet warrior
• Nailing down your buying and financing strategies
• Avoiding shiny object syndrome

Follow and Review:

We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/182/ to download it.

Supporting Resources:

Website - www.streamlined.properties

YouTube - www.youtube.com/c/JonathanGreeneRE/videos

Instagram - www.instagram.com/trustgreene

Instagram - www.instagram.com/streamlinedproperties

TikTok - www.tiktok.com/@trustgreene

Zillow - www.zillow.com/profile/StreamlinedReal

Bigger Pockets - www.biggerpockets.com/users/TrustGreene

Facebook - www.facebook.com/streamlinedproperties

Email - [email protected]

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Building to rent may not be an obvious real estate investing strategy, but it can work beautifully with the right know-how.

On this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Jim Sheils. Jim is a real estate investor, bestselling author, and family leader. He is a partner at Southern Impression Homes, where they build homes to rent. Jim is also the co-owner of 18 Summers, which provides family education services. Jim fused these concepts into his book, "The Passive Income Playbook: Leverage Build-to-Rent Real Estate to Buy Back Your Time & Create a Legendary Family Life."

Jonathan and Jim begin their conversation by delving into Jim's interest in real estate after he graduated from college and ended up with a job he hated. You'll hear about his first property, how it helped him decide to take the real estate investing path, and what he learned from his first few properties that led him to pursue a build-to-rent strategy. Jim shares one of the biggest misconceptions about build-to-rent properties, the attributes he looks for when he wants to build new properties, and the issues that can arise when building in areas like Florida. You'll hear Jim's belief that boring is good, what he means by building a portfolio with just two hours a month, and the importance of prioritizing quality over quantity.

Building homes to rent is a lesser-known investing strategy, but it's working well for Jim Sheils. He also shares how you can learn to make this strategy work for you.

In this episode, you will hear:

• How Jim Sheils's interest in real estate developed after taking a job he didn't like after college
• How he learned to overcome analysis paralysis on his first property
• Jim's first three-family property that helped him decide real estate was the right path
• Taking what he learned from his first few properties into a build-to-rent strategy
• One of the biggest misconceptions surrounding build-to-rent
• The attributes Jim looks for in a location and where he's focused on building in Florida
• Issues with insurance when building in areas like Florida and the importance of a builder's warranty
• Why boring is good, building a portfolio with two hours a month, and prioritizing quality over quantity
• Sacrificing cash flow upfront for growth in the long term
• Jim Sheils's advice for new property flippers

Follow and Review:

We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/181/ to download it.

Supporting Resources:

Passive Income Playbook website - jjplaybook.com

Southern Impression Homes on YouTube - www.youtube.com/@SouthernImpressionHomes

Southern Impression Homes on Facebook - www.facebook.com/SIHomesFL

Find Southern Impression Homes on Instagram - www.instagram.com/southernimpressionhomes

Connect with Southern Impression Homes on LinkedIn - www.linkedin.com/company/southern-impression-homes-llc

Southern Impression Homes on Twitter/X - twitter.com/sihomesfl

Website - www.streamlined.properties

YouTube - www.youtube.com/c/JonathanGreeneRE/videos

Instagram - www.instagram.com/trustgreene

Instagram - www.instagram.com/streamlinedproperties

TikTok - www.tiktok.com/@trustgreene

Zillow - www.zillow.com/profile/StreamlinedReal

Bigger Pockets - www.biggerpockets.com/users/TrustGreene

Facebook - www.facebook.com/streamlinedproperties

Email - [email protected]

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Self-storage is one of the most passive asset classes in real estate, and when done correctly, it also requires little hands-on operation.

On this episode of Zen and the Art of Real Estate Investing, Jonathan interviews Tom Dunkel, Chief Investment Officer at Belrose Storage Group. Tom has more than 30 years of real estate finance and investing experience. He manages Belrose's financial underwriting, playing a critical role in win-win deal structures that ensure achievable investor returns.

Jonathan and Tom dive into their conversation by exploring the three characteristics of self-storage as a passive investment, how Tom leverages technology to run these facilities efficiently, and what makes this asset class somewhat recession-proof. You'll hear how more and more people are using self-storage for business use and flex space, Tom's background in real estate, and what caused him to move toward real estate versus other investments despite his background in finance. Tom shares how experience teaches you what a good buy looks like, the differences between residential and commercial financing, what Tom looks for when buying a new facility, and the growing interest investors are showing in self-storage.

Self-storage is picking up steam as an investing option, and with Tom's advice on choosing a property, this passive asset class could be the right one for you.

In this episode, you will hear:

• The three characteristics of self-storage as a passive investment
• Leveraging technology to run a self-storage facility efficiently
• Why self-storage is somewhat recession-proof
• Self-storage for commercial usage and flex space
• Tom Dunkel's background in real estate
• Why Tom veered toward real estate versus other investments, even with a finance background
• The legalities of insider trading in real estate investing
• How experience teaches you what a good buy looks like
• The differences between financing in residential and commercial real estate
• Where Tom likes to buy and the demographics he looks for in a facility
• Growing interest from investors in self-storage

Follow and Review:

We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/180/ to download it.

Supporting Resources:

Belrose Storage Group website - www.belrosestoragegroup.com

Find Belrose Storage Group on Facebook - www.facebook.com/belrosestoragegroup

Tom Dunkel on Instagram - www.instagram.com/dunkeltd

Connect with Tom on LinkedIn - www.linkedin.com/in/tomdunkel

Belrose on Instagram - https://www.instagram.com/belrosestoragegroup/

Belrose on LinkedIn - https://www.linkedin.com/company/belrose-storage-group/

Website - www.streamlined.properties

YouTube - www.youtube.com/c/JonathanGreeneRE/videos

Instagram - www.instagram.com/trustgreene

Instagram - www.instagram.com/streamlinedproperties

TikTok - www.tiktok.com/@trustgreene

Zillow - www.zillow.com/profile/StreamlinedReal

Bigger Pockets - www.biggerpockets.com/users/TrustGreene

Facebook - www.facebook.com/streamlinedproperties

Email - [email protected]

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Boutique hotels have similarities to short-term rentals, but there are some distinct differences, and today's guest is an expert in this asset class.

On this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Blake Dailey, a real estate investor who began investing while active duty military and carved out a successful career as an investor post-military service. Blake started his investing career with a single Airbnb more than five years ago. Today, his business has 30 employees and 150 short-term rental units. He is focused on boutique hotels these days and just finished hosting Boutique Hotel Con, a conference for boutique hotel owners.

Jonathan and Blake start their conversation by exploring how he began investing while still on active duty in the military, what Blake learned about systems and processes in the Air Force, and the lessons he learned early on in his investing career. You'll hear the importance of relationships in finding deals, taking advantage of your VA loan benefits as military or former military, and taking action even if you fear failure. They cover how to create a good deal, what makes investing in boutique hotels different from short- or long-term rentals, and where Blake finds hotels to invest in and finance. Finally, Blake shares the demographics he uses to pinpoint a good buy, the amenities he adds to properties, and what his Boutique Hotel Mastermind can teach you.

If you've ever looked at a rundown hotel and wondered if you could turn it into a thriving asset, you won't want to miss Jonathan's conversation with Blake Dailey.

In this episode, you will hear:

• How Blake Dailey began investing in real estate while still on active duty in the military
• What the Air Force taught Blake about systems and processes to scale his business
• The lessons he received from wholesaling at the beginning of his real estate investing
• The importance of relationships and networking in creating good deals
• Taking advantage of VA loans to start investing
• Being humble enough to acknowledge that you don't have all the answers, taking action, and being willing to fail
• Finding ways to make good deals through your lens and experience
• The different strategies Blake incorporates with his boutique hotel operations
• Blake's definition of a boutique hotel: small, unique, and independent
• Where he finds hotels to invest in, how he finances them, and transforms them into income producers
• The demographics and geography Blake uses to pinpoint a good buy
• Amenities and the ability to add those to a property
• Blake's Boutique Hotel Mastermind course and his advice for new investors

Follow and Review:

We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/179/ to download it.

Supporting Resources:

Blake Dailey's website - blakedailey.com

Find Blake on YouTube - www.youtube.com/@BlakeDailey

Connect with Blake on Instagram - www.instagram.com/blakejdailey

Attend Boutique Hotel Con - boutiquehotelcon.com

Website - www.streamlined.properties

YouTube - www.youtube.com/c/JonathanGreeneRE/videos

Instagram - www.instagram.com/trustgreene

Instagram - www.instagram.com/streamlinedproperties

TikTok - www.tiktok.com/@trustgreene

Zillow - www.zillow.com/profile/StreamlinedReal

Bigger Pockets - www.biggerpockets.com/users/TrustGreene

Facebook - www.facebook.com/streamlinedproperties

Email - [email protected]

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.