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JF3230: How to Build a Self-Storage Empire ft. AJ Osborne Jul 09, 2023

Show notes

AJ Osborne is the CEO and founder of Cedar Creek Capital, which is a vertically integrated real estate private equity firm specializing in the acquisition, development, and management of self-storage facilities. In this episode, AJ discusses what caused the self-storage asset class to peak and drop in the last few years and why his firm’s buying behavior has changed completely as a result.

AJ Osborne | Real Estate Background

CEO & Founder of Cedar Creek Capital
Portfolio:
- $300 million AUM
- 3 million square feet
- Over 10,000 units
Based in: Eagle, Idaho
Say hi to him at:
Best Ever Book: The Warren Buffett Way by Robert Hagstrom
Greatest Lesson: The short-term is meant for taking action, and the long-term is meant for yielding results. Market cycles and results take time, so you need to put a structure around your deals that allow for that.

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JF3229: Maximizing Profitability with This Property Management Partnership Model ft. Ross Metz Jul 08, 2023

Show notes

Ross Metz is the co-founder of SIMCAP Holdings, which is a midwest asset management group with a focus on residential multifamily investing. In this episode, Ross shares how he built his portfolio up to 148 units in 15 months and how he structured a unique partnership with his property manager that ensures both of their paths to growth and profitability.

Ross Metz | Real Estate Background

Co-Founder of SIMCAP Holdings and SIMCAP Management
Portfolio:
- 148 multifamily units
- Personal portfolio of residential properties
Based in: Cincinnati, OH
Say hi to him at:
- simcapholdings.com
- LinkedIn
Best Ever Book: Can't Hurt Me: Master Your Mind and Defy the Odds by David Goggins
Greatest Lesson: Don’t be afraid to leverage your networks. Most people are willing and eager to help.

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JF3228: Navigating Retail Investing With National Tenants ft. Michael Flight Jul 07, 2023

Show notes

Michael Flight is the CEO of Liberty Real Estate Funds and principal of Concordia Realty, the world’s first net lease security token fund. In this episode, Michael shares three key factors required in doing due diligence on a NNN property, tips for investors pivoting into retail, and how to attract national tenants to your retail centers.

Michael Flight | Real Estate Background

CEO of Liberty Real Estate Funds and founding principal of Concordia Realty
Portfolio:
- NNN and single-tenant retail
- $5M sale/leaseback fund
- Hotel debt fund
Based in: Oak Brook, IL
Say hi to him at:
- michaeljflight.com
- LinkedIn
Best Ever Book: As a Man Thinketh by James Allen
Greatest Lesson: Pick great partners and colleagues in all aspects of investing — not just investors, but attorneys, CPAs, etc.

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JF3227: Is The Highest Return Really Best? – Risk Adjusted Returns | Passive Investor Tips ft. Travis Watts Jul 06, 2023

Show notes

Passive Investor Tips is a weekly series hosted by full-time passive investor and Best Ever Show host, Travis Watts. In each bite-sized episode, Travis breaks down passive investor topics, simplifying the philosophy and mindset while providing tactical, valuable information on how to be a passive investor.

In this episode, Travis discusses the significance of risk-adjusted returns. Using real-world examples, Watts urges listeners to balance the allure of high returns with potential risks, emphasizing the importance of personal risk tolerance and financial goals.

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JF3226: The Playbook for Value-Add Mobile Home Park Investing ft. Chad Freeman Jul 05, 2023

Show notes

Chad Freeman is the founder of MHPinvestors, which purchases undervalued and mismanaged mobile home parks and brings them back to life. He is a returning guest to the podcast, and in this episode, Chad discusses the advantages mobile home parks provide as opposed to other asset classes and how his business plan has evolved over the past year to accommodate for lower deal flow and higher interest rates.

Chad Freeman | Real Estate Background

Founder of MHPinvestors
Portfolio:
- 150 mobile home spaces
- 47 RV spaces
Based in: Jacksonville, FL
Say hi to him at:
- mhpinvestors.com
- LinkedIn
Best Ever Book: Scale by Jeff Hoffman and David Finkel
Greatest Lesson: Nothing beats great due diligence and consistency.

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JF3225: Building a $650 Million Multifamily Portfolio After Losing it All in 2008 ft. Patrick Grimes Jul 04, 2023

Show notes

Patrick Grims is the CEO of Invest on Main Street, which allows investors to passively invest in syndications for alternative assets. In this episode, Patrick shares his whirlwind journey from high-tech engineer to real estate investor, which includes losing everything in the 2008 housing crisis. He also shares the importance of learning to trust others and educating investors on the history of market cycles.

Patrick Grimes | Real Estate Background

CEO of Invest on Main Street
Portfolio:
- $647 million - 4,923 multifamily units in 26 communities across 7 states
- 138 natural gas and oil wells
Based in: Los Angeles, CA
Say hi to him at:
Best Ever Book: A CEO Only Does Three Things by Trey Taylor
Greatest Lesson: Don’t fear the market cycles, learn how to ride the waves and invest in the downturn.

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JF3224: The Platform Automating the Due Diligence Process ft. Marc Rutzen Jul 03, 2023

Show notes

Marc Rutzen is the CEO of HelloData.ai, a platform that automates the due diligence process for real estate investors. In this episode, Marc discusses the disruption potential AI has in the real estate industry and how HelloData.ai works to mitigate the mundane and manual tasks associated with the due diligence process of real estate investing.

Marc Rutzen | Real Estate Background

CEO of HelloData.ai
Based in: Chicago
Say hi to him at:
- LinkedIn
- hellodata.ai
Best Ever Book: The Innovation Stack by Jim McKelvey
Greatest Lesson: Don't try to do too much, narrow your focus, and hone in one specific area of expertise.

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JF3223: Lessons Learned from Renovating a Historic Building ft. Kyle Stevie Jul 02, 2023

Show notes

Kyle Stevie is the co-founder of Sparen Capital, a concierge-style realty service that buys and sells properties through market-driven data analytics and a deep understanding of client needs. In this episode, Kyle takes a deep dive into a deal he spearheaded in 2020 to renovate and stabilize a historic building from 1908. He shares the construction timeline, the unique loan structure, and the one renovation that set the project back nearly a year.

Kyle Stevie | Real Estate Background

Co-founder of Sparen Capital
Author of Digital Melting: Making Illiquid Real Estate Assets Liquid Through Tokenization.
Senior Logistics Account Executive at Total Quality Logistics, one of the largest freight brokerage firms in the nation.
Portfolio:
- One multi-use property
- Two commercial properties
- Total value: $7.6M
Based in: Fort Thomas, KY
Say hi to him at:
- LinkedIn
Greatest Lesson: Don’t underestimate what you’re able to do.

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JF3222: How to Scale a Residential Portfolio ft. Kyle Root Jul 01, 2023

Show notes

Kyle Root is the founder of Empire Estates and KJ Coaching. He owns 68 units of single-family and small multifamily properties in the Green Bay and Milwaukee areas. In this episode, Kyle shares his strategy for scaling a residential portfolio, which preserves cash flow and allows him to “trade up” to newer properties. Kyle also shares the journey of starting his own construction company and the advice he has for other operators looking to bring those services in-house.

Kyle Root | Real Estate Background

Founder of Empire Estates and KJ Coaching
Portfolio
- 68 units of single-family and small multifamily
Based in: Green Bay, WI
Say hi to him at:
- kylejroot.com
- Instagram

Best Ever Book: The Slight Edge by Jeff Olson
Greatest Lesson: Trust, but verify. People tend to mistrust others, and that can lead to micromanagement and overanalysis. Do your due diligence, and then trust those you’re working with.

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JF3221: Discovering the Power of Syndications ft. Anjesh Dubey Jun 30, 2023

Show notes

Anjesh Dubey is the co-founder of Dubey Investor Group, which helps high-income professionals to learn about passive investing and diversifying their portfolio. He is also a software engineer with 14 years of experience leading global teams. In this episode, Anjesh shares his journey from investing in single family homes in the Bay Area to multifamily syndications and the power of utilizing economies of scale and capital. He also discusses the two questions he would ask general partners before investing in a deal and what he’s learned from the three multifamily deals he is currently GP on.

Anjesh Dubey | Real Estate Background

Co-founder of Dubey Investor Group
Portfolio:
- GP in 3 different deals, totaling 660 units
Based in: San Francisco Bay Area, CA
Say hi to him at:
- LinkedIn
- Facebook
Best Ever Book: Do the Hard things First by Scott Allan
Greatest Lesson: Be patient and set realistic goals, don't change criteria too often.

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