The Best Ever CRE Show

Latest Episodes:

JF2657: Finding Deals in Nitty-Gritty Details with Jake Harris Dec 11, 2021

Show notes

When it comes to finding deals, Jake Harris likes to go granular on his market research. By deep diving on the details of potential properties, he’s been able to source deals before others can spot them. In this episode, Jake reveals the strategies he uses to find killer deals and how he stays ahead of the competition.

Jake Harris Real Estate Background

Current career: Full-time managing partner of private equity real estate firm, Harris Bay
Harris Bay process: “fundamental opportunistic and value add investment strategies.”
Portfolio: 150,000,000 in AUM; 200M in development pipeline
Has over 20 years of experience in real estate & construction and investment management.
Actively involved in CREI
Involved in multifamily, office, land, and hotel developments.
Based in Tahoe, CA
Say hi to him at: www.catchknives.com
Best Ever Book: The Gap and The Gain: The High Achievers' Guide to Happiness, Confidence, and Success by Dan Sullivan.

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JF2656: Expanding Your Comfort Circle: From Youth Ministry to Multifamily with Slocomb Reed Dec 10, 2021

Show notes

From youth minister to now commercial real estate investor, Slocomb Reed isn’t afraid to take chances to grow. He’s taken his portfolio from the ground up and now owner-operates over 65 units. In this episode, Slocomb discusses his past deals and how risk taking has paid off big time.

Slocomb Reed Real Estate Background

Director of Investment Services for The Chabris Group of Keller Williams Seven Hills Realty, the largest real estate sales team in Greater Cincinnati by number of sales.
Began investing in 2013. Went full-time as a sales agent in 2015 while continuing to invest.
Portfolio: Owner-operates over 65 units ranging from single-families to apartment buildings with 20+ units.
Based in Cincinnati, Ohio
You can find him at www.linkedin.com/in/slocomb-reed-b7145b1a/

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JF2655: The Lost Decade and How to Avoid 0% Returns on Your Investments | Actively Passive Investing Show with Travis Watts Dec 09, 2021

Show notes

Were you taught that smart investing must always follow the “buy low, sell high” structure? In today’s episode, Travis Watts shares why this mentality may not be the best choice when it comes to investing due to situations like the Lost Decade. The Lost Decade was a span of time between 2000 and 2009 where the market fluctuated so much over the years, and ended with a recession, that most people had 0% returns on their investments after ten years. This episode will discuss why this occurred and how you can potentially prevent that outcome from happening to you.

Want more? We think you’ll like this episode: JF2305: How To Prepare For Economic Recession | Actively Passive Investing Show With Theo Hicks & Travis Watts

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JF2654: Industrial CRE: Find Your Competitive Advantage with Neil Wahlgren Dec 08, 2021

Show notes

The industrial sector can be hard to market to potential investors, but Neil Wahglen has found a way to ensure his company stands out from the rest. From their sale-leaseback strategy, to their unique, storytelling marketing, Neil has been able to not only bring in but maintain long term relationships with high-net-worth investors. In this episode, Neil details how these strategies came together to help him find his competitive advantage in the industrial space.

Neil Wahglen Real Estate Background

Works full-time as COO at MAG Capital Partners and is an Industrial Sponsor.
He has 8 years of real estate investing experience and is both active and passive.
Portfolio: $350M of industrial, single tenant net leased (NNN) commercial.
Background: commissioned officer and pilot in the US Air Force and Navy.
Based in San Francisco, California
You can find him at www.magcp.com | neil@magcp.com

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JF2653: What Their 12 Unit Purchase Taught Them About COVID Asset Management with Jeromie and Anne Marie Sheldon Dec 07, 2021

Show notes

In March of 2020, Jeromie and Anne Marie Sheldon closed on a 12 unit deal right as COVID-19 was taking the world by storm. The pandemic caused additional problems on top of the regular challenges that come with any property--rowdy tenants, delays, labor shortages--and yet one and a half years later, the Sheldons’ property is thriving. In this episode, the Sheldons discuss their business model and how they navigated being “COVID Closers.”

Jeromie and Anne Marie Sheldon Real Estate Background

Jeromie recently retired as an Air Force Pilot after 24 years of service and is now flying 747 overseas for UPS out of Anchorage, Alaska.
Anne Marie is a Licensed Physical Therapist.
They are both CREI, LPs in syndications, Active apartment owners.
Both actively and passively involved in CREI.
Portfolio: Started out with a SFR 2015 full cycle. Currently, Passive LP deals = 2000 + doors, Independent GPs on a 12 unit & 5 unit locally in WNY.
Also own a townhouse- LTR (12 beds for pilots called “crashpads”) in Anchorage, AK.
Based in Grand Island, NY (close to Niagara Falls & Buffalo, NY)

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JF2652: CEO Reveals Exclusive Look on Managing a Multi-Generational Real Estate Investment Firm with Daniel N. Farber Dec 06, 2021

Show notes

Who makes the decisions in a family-run business? What metrics are used to evaluate the CEO? What kind of challenges do they face? Daniel N. Farber helps answer all these questions in today’s episode by pulling back the curtain on what being a CEO for this type of investing firm is like. From what his KPIs are to who he reports to, Daniel gives the Best Ever listeners an insider look at how this multi-generational real estate investment firm is run.

Daniel N. Farber Real Estate Background

CEO of HLC Equity
HLC Equity is a multi-generational real estate investment firm that has owned and operated real estate in over 25 states throughout the USA, having owned and managed over 7,000,000 gross square feet of commercial, residential, and development land.
Prior to real estate, he served in the Israel Defense Forces as a Staff Sergeant in an elite infantry unit.
Based in Pittsburgh, PA

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JF2651: Three Things All Syndicators Should Do to Protect Themselves When Making Deals with Rick Martin Dec 05, 2021

Show notes

Rick Martin caught the investing bug when he rented out his first house in 1998, helping to pay for film school. Rick continued to make deals while maintaining a full-time job, and just recently switched to syndicating full-time. From making good deals to choosing good partners, Rick reveals the most important lessons he’s learned over his 20+ years of CREI, including three things you can do to weather any storm as a syndicator.

Rick Martin Real Estate Background

Been involved in real estate since 1998 and recently made the transition to a full-time career as a syndicator.
Founder of Fortress Federation Investments, which provides multifamily investment opportunities to its investors, helping them build wealth and multiple income streams.
Does both active and passive investing.
Portfolio: Throughout his career, he has bought and sold single-family and small multifamily. He still owns a fourplex, but otherwise he is now invested both actively and passively in 1,992 multifamily units.
Based in Redondo Beach, CA.
You can find him at www.fortressfederation.com.
Best Ever Book: Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork by Dan Sullivan

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JF2650: How One College Grad Grew His Portfolio to 359 Units in 1.5 Years with Braeden Windham Dec 04, 2021

Show notes

During his senior year of college, Braeden Windham wasn’t sure what he wanted to do with his career. It wasn’t until he met his future partner at an event that he found direction. Handed a pile of books and a list of podcasts about CREI by his partner, Braeden spent the rest of the semester studying real estate investing and syndication. Fast forward a year and a half, and now Braeden is the Founding Partner of multifamily investment firm Well Capital. In this episode, Braeden talks about how clarity and transparency guided his success over the past year, along with a few lessons learned along the way.

Braeden Windham Real Estate Background

Founding Partner of the multifamily investment firm Well Capital.
1.5 years of real estate investing experience
Current portfolio: 359 units under management, owns 3 apartment complexes.
Actively investing but looking to become more passive in the future.
Based in Dallas, Texas
You can find him at: www.wellcapitalinvest.com
Best Ever Book: Free to Focus: A Total Productivity System to Achieve More by Doing Less by Michael Hyatt

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JF2649: The 4 Best Ways to Manage Your CRE Investments with Your Full-Time Job with Jaideep Balekar Dec 03, 2021

Show notes

It can be a struggle trying to break into commercial real estate investing when you have a full-time job that occupies most of your schedule. How do you even find the time to dive in, let alone keep up with your investments? Jaideep Balekar was in a similar situation when he started actively investing while working full-time as a cybersecurity consultant. In this episode, he shares his advice on how to navigate and persevere through these challenges.

Jaideep Balekar Real Estate Background

Works full-time as a cybersecurity consultant
Primarily an active investor, has invested passively in one syndication.
Portfolio: 30 doors personal portfolio, 84 doors passive investment (LP), 95 doors as JV that will be closing by the end of the year.
Based in Cincinnati, Ohio
You can find him at www.compoundingcapitalgroup.com.
Best Ever Books:
- Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork by Dan Sullivan
- Rocket Fuel: The One Essential Combination That Will Get You More of What You Want from Your Business by Gino Wickman

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JF2648: Why You Should Reevaluate What It Means to Be Rich | Actively Passive Investing Show with Travis Watts Dec 02, 2021

Show notes

What does “rich” mean to you? When you picture a rich person, do you imagine yachts, tropical vacations, or a lavish collection of sports cars? In this episode, Travis Watts provides a different perspective on what being rich really means in terms of having to work vs. choosing to work, freedom of time, and freedom of location.

Check out past episodes of the Actively Passive Investing Show here: bit.ly/ActivelyPassiveInvestingShow.

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