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E299: Capital Raising - How To Raise Private Money (Encore) - Corey Peterson Mar 07, 2022

Show notes

Raising private capital is the lifeblood of every real estate business. Yet it’s sometimes feared by so many. Corey Peterson shares in this episode that it comes down to one simple thing: relationships. And in this episode, he walks through the step-by-step process to secure and attract private money.

Key Takeaways

People are looking for investment opportunities outside of the stock market
Think outside the box when it comes to raising capital - it might not be where you think
It’s ALL about building really good relationships
It just takes work (focused work)
Build rapport BEFORE giving any numbers

Resources Mentioned

Rich Dad Poor Dad - Robert Kiyosaki (https://amzn.to/2PNWhsz)

The Richest Man in Babylon - George S. Clason (https://amzn.to/2SzoYIT)

Copy Your Way To Success - Corey Peterson (https://amzn.to/35dGMOI)

About our Guest:

Corey Peterson is the owner of Kahuna Investments, where he strives to provide his investors with stable cash flow returns and long-term capital appreciation through multi-family apartments. Corey has managed and acquired over $95 million in real estate across the country.

Corey is also the author of “Copy Your Way To Success - Standing on the Shoulders of Giants”, and the host of the Multi-Family Legacy Podcast. He speaks around the country on this subject and has spoken at places including Harvard and Nasdaq, plus he is frequently featured on FOX, CBS, ABC, and NBC affiliates.

Corey wants to be able to be a “supplier of fun” and have a positive effect on many lives, plus the ability to choose his own path. His definition of success closely aligns with this purpose.

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E298: How Syndication Works & Why to Consider It (Encore) - Steven Pesavento Mar 03, 2022

Show notes

What is real estate syndication, how does it work and why is it such a powerful tool for real estate investing? In this episode, we go into all these essential details so you can fully understand syndication and why it can lead to real success in your investing career. This episode is packed full of free information that can increase your wealth... don't miss it!

KEY TAKEAWAYS

The SEC protects investors who do business with operators.
Syndication is a security and security is a tradable financial instrument.
You have a managing partner and a limited partner. The former makes all the day-to-day decisions and the latter just invests the capital and is not liable for any decisions made for the property.
A private placement memorandum (PPM) is a legal document provided to prospective investors when entering a deal. This lays out everything about the deal including risk, operations, payouts, and more.
Typically a syndication team consists of General partners (sponsors) including the key principal, the loan guarantor, asset manager, investor relations, and acquisitions.
You will find multiple professionals that are in on a deal including the syndication team, property managers, mortgage brokers, real estate attorneys, tax consultants, and more.
The sponsorship team goes out and purchases the asset, executes the business plan, and manages the day-to-day of the property. Then they sell it and the return shares are provided to the investors.
Many times private syndication deals perform better than public real estate offerings for private investors because there are fewer fees and overheads.
A syndication deal means you don't need to manage a property manager and you go into a partnership with expert operators who make all the key decisions and have the incentive to produce the biggest return possible for your investment.

Resources

The Passive Investing Playbook - https://theinvestormindset.com/passive

Learn more about investing with Steven at https://theinvestormindset.com/invest

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E297 - Master & Maintain Your Wealth (Encore) - Chris Larsen Feb 28, 2022

Show notes

This week our guest is the investing and money maintenance expert Christopher Larsen. Chris is the founder and Managing Partner of Next-Level Income, through which he helps investors become financially independent through education and investment opportunities.

In this episode, we dive deep into how you can be managing your money better. We go into how you get started in the market, how to save on your taxes, how to manage your wealth, and much more. If you’re not already taking this advice then you could be losing out on a significant amount of money annually… monthly… or even daily. So jump in and join us for this conversation supercharged with information and learnings!

Key Takeaways

Think about what you’ve got, what you're grateful for, and what that means to you.
To have passive income you can either: grow wealth by building a company and cashing out or you can make money and then invest in something.
It's wise to save 50% (after tax) of what you make.
2 key strategies to help maintain your wealth: 1. Find a tax specialist and 2. Avoid interest-paying tax via high cash value life insurance.
With multifamily you can retain tax benefits even as a high-income earner.
A 1031 exchange means you can take the growth income of your investment and roll it tax-free into another investment.
Compared to other investing markets, real estate has cash flow, appreciation, and tax benefits.
Multifamily risk can be 1. Market Risk 2. Operator experience 3. The deal itself.

Resources Mentioned

Download your free copy of the Passive Investor Playbook - https://investormindset.com/passive

About our Guest:

Christopher Larsen has been investing in and managing real estate for over 20 years. He began syndicating deals in 2016, has raised more than $15M, and has been actively involved in over $150M of real estate acquisitions. In addition to real estate, Chris has invested in equities, oil & gas, and small business lending, as well as being active in Venture South, one of the nation’s Top 10 Angel Investing groups.

Chris lives with his wife and two boys in Asheville, NC where he loves spending time with them outdoors and enjoying the food and culture that the region has to offer.

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E296 - 5 Reasons Why Real Estate is the Smartest Investment (Encore) - Steven Pesavento Feb 24, 2022

Show notes

What are the 5 core benefits that make real estate a smart investment? In this episode, we go into why investing in real estate is such an intelligent choice.

Maybe you want a tax break… maybe you’re looking for a passive income… or maybe you just want to make sure your retirement plan is more comfortable. If you're new to investing or thinking of getting involved in investing, then you don't want to miss this episode full of free vital information.

Key Takeaways

The 5 benefits of real estate investment are:

Monthly cash flow.
Equity growth.
Leverage.
Appreciation.
Huge tax benefits.

It's very difficult to find the same returns that you can receive from real estate in other markets.
You can opt for a safer investment or a more risky higher ROI investment. You can find a plan to suit your personal needs.

Resources Mentioned

The Passive Investing Playbook - https://theinvestormindset.com/passive

Learn more about investing with Steven at https://theinvestormindset.com/invest

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E295: 6 Keys To Raising Capital for Real Estate (Encore) - John Casmon Feb 21, 2022

Show notes

Do you have the mindset it takes to raise private capital? Join John Casmon and Steven today as they walk through this and other huge keys to successfully raising investment capital to build your legacy.

Key Takeaways

Adversity can be an excuse OR it can be your driving force
You have to know your own limiting beliefs before you can get started
The 6 C’s: Confidence, Credibility, Connections, Channel, Communications, Consistency
Understand your audience and who your “investor avatar” is

About our Guest:

John Casmon founded Casmon Capital Group, and since then the company has helped families invest in over $90M in multifamily apartments to create generational wealth and impact. John hosts the Target Market Insights podcast, and is the co-founder of the Midwest Real Estate Networking Summit.

In his previous life, he held budget and campaign accountability for Fortune 500 companies including General Motors and MillerCoors.

John’s driving purpose is to leave a legacy for his family and the people he cares about. His upbringing and experience of financial hardships when he was young have driven him to work even harder to ensure that his family doesn’t have the same experience he did.

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E294: 3 Tax Benefits Investing in Multifamily Apartments (Encore) - Steven Pesavento Feb 17, 2022

Show notes

Tax Savings With Real Estate Investing are some of the big benefits that are hard to find in other types of investments. Did you know that multifamily apartment investments have some of the highest tax benefits in real estate investing? Join us today for a quick overview of the top 3 tax advantages of multifamily investing!

Key Takeaways

Always consult your attorney and CPA about how/if you can take advantage of tax advantages
Multifamily assets have many tax advantages
Passive investments are taxed at a lower rate than active
Three things to dive into with your CPA or attorney: Depreciation, Cost-Segregation, The Tax-cut and jobs act of 2017, The passive income tax rate

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E293: Buying Directly from Seller in Commercial Multifamily (Encore) - Tim Bratz Feb 14, 2022

Show notes

What does it take to find and make deals “direct to seller” for multifamily? Many people believe it's not possible but our special guest this week, Tim Bratz, is a proven expert at this.

He's bought thousands of units directly from sellers and in this episode, Tim tells us how he's generated such success using this method and how you can do exactly the same. Jump in with us as we dive into techniques, strategies, and mindset for achieving investing success!

Key Takeaways:

1. You can find deals by contacting sellers via direct mail, dialing for dollars, and face to face.

2. Commercial real estate avoids emotional conversations you might have with single-family.

3. Don't try to force a deal. If people want to sell, they will sell.

4. Find deals with owners who really need to sell: Smart entrepreneurs and mature owners.

5. Success boils down to happiness and, more importantly, helping others achieve success.

Resources Metioned:

Twelve Pillars by Jim Rohn - https://amzn.to/2Yb0oRN

Magician Vs. Mule: The Ultimate Guide to Lifestyle, Wealth, and Freedom by Mark Evans - https://amzn.to/2Y9VJiG

About Our Guest

Tim Bratz, founder of Legacy Wealth Holdings, was drawn to real estate because he saw the long term benefits of a solid investment. Tim began his career in the competitive New York City real estate market working as a broker leasing ground floor retail units. Here, he saw the true potential of real estate to transform lives.

Although Tim was limited in means, he spent his time reading, attending workshops, and networking with accomplished entrepreneurs learning that being resourceful was the ultimate path to becoming successful. Today, Tim still uses this formula for success, which all starts with being resourceful and having the right mindset.

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E292: Two Advantages of Multifamily Apartment Investing: Economies of Scale & Better Financing (Encore) - Steven Pesavento Feb 10, 2022

Show notes

There are many benefits to investing in multifamily properties, whether you’re just starting out in your investing career or you’re a seasoned investor. In today’s episode, Steven dives into two of the biggest benefits - you’re not gonna want to miss this!

Key Takeaways

Multifamily investment properties offer several benefits over single-family properties
You can spread (reduce) risk with more units (single-family vs. 100-units for example)
It’s super important to work with an operator (or active partner) who has experience
Banks view multifamily assets as more secure

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E291: Passive Investing 101 (Encore) - Ryan McKenna Feb 07, 2022

Show notes

Getting started in the real estate game can be super tough, but this week our special guest is Ryan McKenna and we dive deep into the challenges of investing and how we can overcome them.

Ryan advises us on how to start investing, what to look for when vetting sponsors, how you should look at investing long term, and much more. This episode is packed with amazing advice and information from a top pro-investor and guess what… it’s completely free.

Join us this week and receive this FREE advice from a real investing pro. If you’re just starting out in the investment game and haven’t decided which path to take yet, then this episode is tailor-made just for you!

Key Takeaways

Be fully committed and if change happens then go full throttle in the next direction.
It's very very difficult to be a part-time active investor.
It's better to learn to be a passive investor first and then head into active once you have more experience.
Focus on your expertise.
The people matter most. Look at the team and its track record before the numbers.
Look for transparency in the sponsor and ask what challenges they've faced and how they overcame them. Don't be afraid to ask questions!
Try expanding your portfolio and look at multiple deals.
Investing is for the long game… don’t try to make millions overnight.

Resources Mentioned

Rich Dad Poor Dad - Robert T. Kiyosaki https://amzn.to/3ie8zV2

Essentialism - In pursuit of doing less - Greg McKeown https://amzn.to/35dDi0t

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Ryan McKenna is the Founder of McKenna Capital, a real estate private equity firm that provides passive investment opportunities in institutional-quality, recession-resilient, real estate. Focusing on value-add multifamily, self-storage, and manufactured home parks, McKenna Capital has helped investors allocate capital across 10,000 + units with a combined asset value of over $1 billion. Ryan has partnered with some of the most experienced and well-respected operating partners across the United States and oversees all acquisitions, capital raising efforts, investor relations, and asset management for his firm.

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E290: The Growing Demand For Multifamily (Encore) - Steven Pesavento Feb 03, 2022

Show notes

Did you know that 1 in every 5 Millennials never plan to buy a house? As a real estate investor this could sound like a bad thing - but today’s episode is just the first peek into the world of MultiFamily investing, and why it might be exactly the asset class you should look at!

BIG TAKE-AWAYS:

People are choosing to rent rather than buy now more than ever
Multifamily rent has held strong in recession as well as growth
1 in 5 Millennials say they plan to rent forever

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