
Podcast
Apartment Investing Journey
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Welcome to The Lead Sponsor Podcast where host David T. Robinson interviews $100M+ real estate investors, syndication sponsors, and investment fund managers from all across the country. We extract their strategies, systems, and secrets to help you on your commercial real estate investing journey.
Welcome to The Lead Sponsor Podcast where host David T. Robinson interviews $100M+ real estate investors, syndication sponsors, and investment fund managers from all across the country. We extract their strategies, systems, and secrets to help you on your commercial real estate investing journey.
A Data Driven Approach to Acquiring 21 Projects and $1.3Billion in 4 Years - with Andrew Young | NorthRock | Utah |...
Episode in
Apartment Investing Journey
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A Data Driven Approach to Acquiring 21 Projects and $1.3Billion in 4 Years - with Andrew Young | NorthRock | Utah | TLS249
The use of data in making business decisions has become increasingly important in recent years.
In this episode, Andrew Young shares his experience in utilizing data-driven strategies to achieve impressive results in a short period of time.
Andrew shares his amazing story of having a false start in the real estate space and how a mentor recalibrate his thinking and helped him map out ways to achieve his goals. He spent years learning valuable information about the real estate space and shares it with you in this episode!
Show Highlights:
✅ What is North Rock- what do they do?
✅ What is his ideal acquisition
✅ His personal transition into real estate
✅ How he created a relationship with his partners
✅ How his business plan changes throughout the years
✅ His market predictions for 2023
🤝 Connect with our Guest:
Website: https://northrockco.com/
LinkedIn: https://www.linkedin.com/in/andrew-young-123730a/
Email: ayoung@northrockco.com
WATCH THE SHOW ON YOUTUBE:
https://www.youtube.com/c/TheLeadSponsor
SUPPORT OUR SPONSORS:
Canovo Capital - Hassle-Free Commercial Real Estate Investing
DealCheck.io - Analyze Any Investment Property in Seconds ( Use "CANOVO25" for 25% off)
SyndicationPro - Investor Portal - Raise More Capital in Less Time
FREE RESOURCES:
Download Our Passive Investor Guide to Multifamily Syndications
CONNECT WITH US!
YouTube | Linkedin | Instagram | Website | Facebook | Twitter
LOVE THE SHOW? Please subscribe, rate, review and share! Thank you!
51:06
$4 Billion in AUM, Raising $474 Million in One Year, Building an Elite Organization - with Don Wenner | TLS248
Episode in
Apartment Investing Journey
Starting a real estate business is challenging, but with the right advice and support, it can be a rewarding experience.
In this episode, I speak with Don Wenner, the founder of DLP Real Estate Capital and the author of a new book entitled “Building an Elite Organization –The Blueprint to Scaling a High-Growth, High-Profit Business.”
Don shares how he was able to build an elite organization and achieve success quickly by applying what he calls "The five keys to success." He also walks us through what he looks for in a sponsor and the strategies he used to raise over $400 Million in one year.
Learn from the master of scaling high-growth, high-profit entrepreneurial companies, and start building your legacy today!
Show Highlights:
✅ What is DLP Capital?
✅ How he made the transition to the real estate space
✅ What sets him apart from other entrepreneurs
✅ The 5 keys to success
✅ $500 million portfolio transaction
✅ Advice for sponsors
🤝 Connect with our Guest:
Website: https://dlpcapital.com/
LinkedIn: https://www.linkedin.com/in/donwenner/
Don's Podcast: https://impactwithdon.com/
Facebook: https://www.facebook.com/DonWennerCEO/
Instagram: https://www.instagram.com/don_wenner/
YouTube: https://www.youtube.com/channel/UC-CjLEtsNsWcl-AemvGYaBw
Book: https://www.amazon.com/Building-Elite-Organization-High-Growth-High-Profit/dp/1544517491
WATCH THE SHOW ON YOUTUBE:
https://www.youtube.com/c/TheLeadSponsor
SUPPORT OUR SPONSORS:
Canovo Capital - Hassle-Free Commercial Real Estate Investing
DealCheck.io - Analyze Any Investment Property in Seconds ( Use "CANOVO25" for 25% off)
SyndicationPro - Investor Portal - Raise More Capital in Less Time
FREE RESOURCES:
Download Our Passive Investor Guide to Multifamily Syndications
CONNECT WITH US!
YouTube | Linkedin | Instagram | Website | Facebook | Twitter
LOVE THE SHOW? Please subscribe, rate, review and share! Thank you!
58:45
Ep 247: 13 Deals & $400 Million in AUM in 4 Years, Integrating Property Management, Strategies for Navigating...
Episode in
Apartment Investing Journey
Transitioning from brokerage into real estate investing can be a challenging venture, but with the right strategies, it can be a lucrative one. In this episode, we hear from Sam Rust, an expert who has achieved great success in the industry. In just four years, he has managed to secure $400 million in assets under management (AUM) and close 13 deals.
Sam Rust shares his insights and experience as a successful real estate investor and entrepreneur. He explains how he transitioned from a broker into the real estate space successfully. He shares how his outlook on the market has changed throughout the years and why partnerships are so important to succeed in this business.
Sam shares his insights on the current state of the real estate market and provides strategies for navigating the challenges and opportunities that lie ahead in 2023. This episode is a must-listen for anyone looking to succeed in the competitive and dynamic world of real estate investment.
Show Highlights:
✅ What is life bridge capital, and how is it structured?
✅ How he made the transition to the real estate space
✅ The importance of partnerships
✅ His outlook on the market and how he has adapted over the years in the business
✅ 160 unit- class A- new build
✅ Challenges he faced in his business
🤝 Connect with our Guest:
Website: https://lifebridgecapital.com/
LinkedIn: https://www.linkedin.com/in/sam-rust-69b91710/
WATCH THE SHOW ON YOUTUBE:
https://www.youtube.com/c/TheLeadSponsor
SUPPORT OUR SPONSORS:
Canovo Capital - Hassle-Free Commercial Real Estate Investing
DealCheck.io - Analyze Any Investment Property in Seconds ( Use "CANOVO25" for 25% off)
SyndicationPro - Investor Portal - Raise More Capital in Less Time
FREE RESOURCES:
Download Our Passive Investor Guide to Multifamily Syndications
CONNECT WITH US!
YouTube | Linkedin | Instagram | Website | Facebook | Twitter
LOVE THE SHOW? Please subscribe, rate, review and share! Thank you!
48:19
Ep 246: 21 Projects & 1.5B in Acquisitions; Ground Up Multifamily Development; Opportunity Zones; Transition from...
Episode in
Apartment Investing Journey
For many brokers, transitioning into investing can be a natural career progression, but it may be difficult to take the first step.
In today's episode, I talk with Ryan Tobias, a Founding Partner at Triad Real Estate Partners.
Ryan has a BA from the University of Michigan and is a licensed real estate broker in the states of Illinois and Michigan. After living in Chicago for 9 years, Ryan moved to Ann Arbor, MI, in 2014 and started the Michigan office of Triad in 2015. Ryan enjoys running, traveling, boating, softball, and Detroit sports.
Ryan discusses the concept of opportunity zones - designated areas that offer tax benefits to attract investors and stimulate economic growth, and the shift from being a broker to a developer.
He shares his experiences transitioning from being a broker to a multifamily developer, the challenges he faced, and the lessons he learned along the way.
Ryan also shares the projects he has going on right now, including the 169-unit Avian Multi-family deal in Colorado Springs, CO.
Whether you are an aspiring real estate investor or a seasoned industry professional, this discussion provides valuable insights and perspectives on the current state of the market and what it takes to succeed in this dynamic field.
Show Highlights:
✅ Who is Jackson Dearborn partners, and what do they do?
✅ Ryan's personal journey from broker to developer
✅ Advice for brokers who want to break into the developer space
✅ "Avian" a 169 unit Multi-Family Development in Colorado Springs, CO
✅ His predictions for the market in 2023
WATCH THE SHOW ON YOUTUBE:
https://www.youtube.com/c/TheLeadSponsor
SUPPORT OUR SPONSORS:
Canovo Capital - Hassle-Free Commercial Real Estate Investing
DealCheck.io - Analyze Any Investment Property in Seconds ( Use "CANOVO25" for 25% off)
SyndicationPro - Investor Portal - Raise More Capital in Less Time
FREE RESOURCES:
Download Our Passive Investor Guide to Multifamily Syndications
CONNECT WITH US!
YouTube | Linkedin | Instagram | Website | Facebook | Twitter
LOVE THE SHOW? Please subscribe, rate, review and share! Thank you!
51:56
Building a Community: Exploring the Benefits of Build-to-Rent Developments
Episode in
Apartment Investing Journey
In this episode of the "The Lead Sponsor" podcast, Andy McMullen, Managing Partner at Legacy Acquisitions, explores the benefits of Build-to-Rent (BTR) developments. BTR is a new concept in the real estate world, where purpose-built rental properties are designed to provide long-term, high-quality housing to tenants.
Andy walks us through how legacy acquisitions are structured and the importance of creating long-standing personal relationships with brokers, operators, institutional lenders, and private
equity firms.
Andy shares his insights on how BTR developments can create a sense of community, promote social cohesion and improve the quality of life for residents. He also explains how he transitioned from being a broker into a full-time real estate investor, the ups and downs he faced, and the lessons he learned along the way.
He walks us through his current project, “The Crest,” a 98 Unit Built to Rent Opportunity in Lafayette, LA, its processes, how the deals are financed and structured, and how you can learn more about this project.
CONNECT WITH OUR GUEST:
Website: www.legacyacquisitions.com
Calendly Link: https://calendly.com/andylegacy
LinkedIn: https://www.linkedin.com/in/andymcmullen/
WATCH THE SHOW ON YOUTUBE:
https://www.youtube.com/c/TheLeadSponsor
SUPPORT OUR SPONSORS:
Canovo Capital - Hassle-Free Commercial Real Estate Investing
DealCheck.io - Analyze Any Investment Property in Seconds ( Use "CANOVO25" for 25% off)
SyndicationPro - Investor Portal - Raise More Capital in Less Time
FREE RESOURCES:
Download Our Passive Investor Guide to Multifamily Syndications
CONNECT WITH US!
YouTube | Linkedin | Instagram | Website | Facebook | Twitter
LOVE THE SHOW? Please subscribe, rate, review and share! Thank you!
WATCH THE SHOW ON YOUTUBE:
https://www.youtube.com/c/TheLeadSponsor
SUPPORT OUR SPONSORS:
Canovo Capital - Hassle-Free Commercial Real Estate Investing
DealCheck.io - Analyze Any Investment Property in Seconds ( Use "CANOVO25" for 25% off)
SyndicationPro - Investor Portal - Raise More Capital in Less Time
FREE RESOURCES:
Download Our Passive Investor Guide to Multifamily Syndications
CONNECT WITH US!
YouTube | Linkedin | Instagram | Website | Facebook | Twitter
LOVE THE SHOW? Please subscribe, rate, review and share! Thank you!
47:08
7 Deals, $220 MM, Moving from Broker to Lead Sponsor, Finding Partners and Deals - with Dan Salonis | TLS243
Episode in
Apartment Investing Journey
Dan oversees all aspects of the Progress Realty Partners’ Based out of New Jersey, operations, including investment strategy, asset management and tenant negotiations. June 2019, 7 Properties, 220MM Total 70 Lead sponsor.
Show Highlights:
Business OverviewYield Driven Private Equity FirmIndustrial, Retail Centers, Multiamily
East Coast, Demographic InReturn Focused.
Two main Principals 22 EmployeesDebt Brokerage
JourneySmall Retail FirmTook it from 15 MM to 400MM
2016-2017
2019 -Needed a partner with a balance sheet
Over vision
70% of capital stack is debt
Kathy AndersonDebt Brokerage
Ideal Opportunity90% occupied retailStabilized
10-20
Case Study - 143 Units - Winston Salem. April, C- class, 3 property portfolio,
Marcus and Millichap Off Market
3.4% Interest 2 years I/o
17-
11 Million - Refinance and Hold.
Final FewHow do you make the deal sourcing process more efficiently?
WATCH THE SHOW ON YOUTUBE:
https://www.youtube.com/c/TheLeadSponsor
SUPPORT OUR SPONSORS:
Canovo Capital - Hassle-Free Commercial Real Estate Investing
DealCheck.io - Analyze Any Investment Property in Seconds ( Use "CANOVO25" for 25% off)
SyndicationPro - Investor Portal - Raise More Capital in Less Time
FREE RESOURCES:
Download Our Passive Investor Guide to Multifamily Syndications
CONNECT WITH US!
YouTube | Linkedin | Instagram | Website | Facebook | Twitter
LOVE THE SHOW? Please subscribe, rate, review and share! Thank you!
44:52
$450M over 65 Projects, Flex Industrial/Medical Office, Institutional Investors vs Private Investors with Brian C....
Episode in
Apartment Investing Journey
Brian C. Adams is the President and Founder of Excelsior Capital, Based out of Nashville TN. Excelsior is a private equity firm that has acquired over 65 Total Projects worth over $450M in Acquisition Value
Show Highlights:
Business Overview
Syndication Model versus Fund Model
Type of assets they focus on.
How his leadership team is structured
Markets they focus on and why.
260M in AUM
Management Strategy
Journey
His Background
Wife’s family office
How he found his business partner
Fund business and winding that down
Simple, Ugly deals.
Avoiding institutional investors.
Staying intentionally lean and efficient.
Case Study - Fort Myers Flex Industrial Asset
Asset Overview
Sourcing the deal
Acquisition Price
Debt and Equity Structure
Business plan
Current Status
Connect with our Guest:
https://www.linkedin.com/in/brian-c-adams/
WATCH THE SHOW ON YOUTUBE:
https://www.youtube.com/c/TheLeadSponsor
SUPPORT OUR SPONSORS:
Canovo Capital - Hassle-Free Commercial Real Estate Investing
DealCheck.io - Analyze Any Investment Property in Seconds ( Use "CANOVO25" for 25% off)
SyndicationPro - Investor Portal - Raise More Capital in Less Time
FREE RESOURCES:
Download Our Passive Investor Guide to Multifamily Syndications
CONNECT WITH US!
YouTube | Linkedin | Instagram | Website | Facebook | Twitter
LOVE THE SHOW? Please subscribe, rate, review and share! Thank you!
51:30
Successfully Navigating Recessions with a Data Driven Approach - with Bruce Fraser | TLS241
Episode in
Apartment Investing Journey
Bruce Fraser is a former hedge fund manager who, after trading to all-time highs during the 2008-2009 financial crisis, directed his attention to building a portfolio of hard assets. Bruce has been a full-time entrepreneur and investor fiduciary since 2000. He oversees the management of approximately $750M in investor assets. He has overseen over one hundred real estate transactions for partners. His prior experience spans hard money lending, ITIN borrower note originations, and tax lien acquisitions. He is a disciplined quantitative investor that successfully utilizes macro-economic indicators that are the basis for the proven top-down investment approach. After having been heavily invested in real estate until late 2007, he liquidated all of his partnerships real estate holdings based upon the severe divergence of the macro-economic indicator imbalances. He began re-entering the market in 2010 and has since acquired roughly 2000 units.
SHOW HIGHLIGHTS:
His background as a hedge fund manager
His transition to real estate
What markets he focuses on and why
How his business is structured today.
How he navigated the 2008-2009 recession.
The biggest challenges he is facing in his business today.
His thoughts on the current economy and outlook for the next 12-18 months.
CONNECT WITH OUR GUEST:
elkhornpartners.com
linkedin.com/in/bruce-fraser-304120/
WATCH THE SHOW ON YOUTUBE:
https://www.youtube.com/c/TheLeadSponsor
SUPPORT OUR SPONSORS:
Canovo Capital - Hassle-Free Commercial Real Estate Investing
DealCheck.io - Analyze Any Investment Property in Seconds ( Use "CANOVO25" for 25% off)
SyndicationPro - Investor Portal - Raise More Capital in Less Time
FREE RESOURCES:
Download Our Passive Investor Guide to Multifamily Syndications
CONNECT WITH US!
YouTube | Linkedin | Instagram | Website | Facebook | Twitter
LOVE THE SHOW? Please subscribe, rate, review and share! Thank you!
34:05
Real Estate Financing Secrets: How to Structure Deals - with Rob Beardsley | TLS240
Episode in
Apartment Investing Journey
Rob is a Principal at Lone Star Capital where he oversees acquisitions and capital markets for the firm and has acquired over $350M of multifamily real estate. He has evaluated thousands of opportunities using proprietary underwriting models and published the number one book on multifamily underwriting, The Definitive Guide to Underwriting Multifamily Acquisitions. He has written over 50 articles about underwriting, deal structures, and capital markets and hosts the Capital Spotlight podcast, which is focused on interviewing institutional investors.
Show Topics:
Rob’s background and upbringing and how he got into the Commercial Real Estate Space.
How he met his business partner and started Lone Star Capital
Why he had the confidence to build his own underwriting model and write his first book.
What were the biggest challenges you faced in writing the book.
We discuss two key concepts about raising debt that you must take into consideration
How his thoughts about debt have changed since 2022 and what he is doing differently moving forward.
Connect with our Guest:
lscre.com
WATCH THE SHOW ON YOUTUBE:
https://www.youtube.com/c/TheLeadSponsor
SUPPORT OUR SPONSORS:
Canovo Capital - Hassle-Free Commercial Real Estate Investing
DealCheck.io - Analyze Any Investment Property in Seconds ( Use "CANOVO25" for 25% off)
SyndicationPro - Investor Portal - Raise More Capital in Less Time
FREE RESOURCES:
Download Our Passive Investor Guide to Multifamily Syndications
CONNECT WITH US!
YouTube | Linkedin | Instagram | Website | Facebook | Twitter
LOVE THE SHOW? Please subscribe, rate, review and share! Thank you!
46:15
19 Deals, 232 Million, Utilizing Ukrainian Refugee Labor, and Critical Asset Management Reports - with Iven Vian |...
Episode in
Apartment Investing Journey
Iven Vian is the Co-Founder and Chief Operating Officer of Anthem Capital. Having retired as a Lieutenant Colonel from the Air Force after 20 years, he is passionate about the operational excellence and execution of his apartment communities and their impact on their surrounding communities.
Iven’s mission is to grow Anthem Apartments to 300 communities and donate $2.5M in profits to charity by 2030.
When he isn’t working on real estate, you can find Iven spending time with family, hiking, and traveling with his family.
Show Highlights:
Business Overview - How is your business structured? Who are the key players? What market and asset type are you focused on?
His Journey - started with one single-family home in TX while full-time Air Force, joined mentorship in 2016 and found his business partner, and jumped into multifamily
Acquisition Case Study: Hunter's Glen Apartments, Class C, Kansas City, MO, 253 units, Purchase $24M, $8.3M equity raised
Asset Management strategies, utilizing Ukrainian labor, and partnering with boots on the ground Co-GP’s
Predictions for the market of the next 12 months.
The most critical role in his business today and why.
Connect with our Guest:
https://www.facebook.com/anthemCP
https://unlockwealthpotential.com/
WATCH THE SHOW ON YOUTUBE:
https://www.youtube.com/c/TheLeadSponsor
SUPPORT OUR SPONSORS:
Canovo Capital - Hassle-Free Commercial Real Estate Investing
DealCheck.io - Analyze Any Investment Property in Seconds ( Use "CANOVO25" for 25% off)
SyndicationPro - Investor Portal - Raise More Capital in Less Time
FREE RESOURCES:
Download Our Passive Investor Guide to Multifamily Syndications
CONNECT WITH US!
YouTube | Linkedin | Instagram | Website | Facebook | Twitter
LOVE THE SHOW? Please subscribe, rate, review and share! Thank you!
56:54
$450M in Real Estate Projects, Strong Towns Development Concept, and Virtual Cold Calling Team - with Thomas Staub |...
Episode in
Apartment Investing Journey
Guest Bio:
Tom Staub is the CEO and Managing Principal of Red Oak Development Group, overseeing project underwriting, financial planning, debt and equity strategy, company expansion, and project development. Tom has 15 years of business expertise and focuses on project viability, partnerships, and investor relations. Red Oak has funded eight projects and has six active projects with 489 acres and 2,200 lots, with a total valuation of $188M.
Show Highlights:
How he got started in the real estate business
How his business is structured and what they focus on.
His integrated engineering company.
Why he’s looking to bring construction in house.
How he runs his company like a tech company.
The key KPI’s he focuses on.
How his VA’s are tasked with making 1800 calls to land owners per quarter.
Why he moved out of the single family investment world and moved into more passive investing
His ideal project today and what he’s looking for in the deal and how he finds the deal.
Case Study: 700 acres Stong Town Development in Lockhart, Texas. $40M in acquisition on the dirt, Exit valuation of $2B to $3B by 2030
Connect with our Guest:
Redoakvc.com
SUPPORT OUR SPONSORS:
Canovo Capital - Hassle-Free Commercial Real Estate Investing
DealCheck.io - Analyze Any Investment Property in Seconds ( Use "CANOVO25" for 25% off)
SyndicationPro - Investor Portal - Raise More Capital in Less Time
FREE RESOURCES:
Download Our Passive Investor Guide to Multifamily Syndications
CONNECT WITH US!
YouTube | Linkedin | Instagram | Website | Facebook | Twitter
LOVE THE SHOW? Please subscribe, rate, review and share! Thank you!
43:29
Buying 1 Billion in 5 Years; Navigating the 2008 Recession; Explosive Growth Strategies - with Gideon Pfeffer | TLS237
Episode in
Apartment Investing Journey
Guest Bio:
Gideon Pfeffer serves as the CEO and Managing Partner for The GSH Group, a full-service real estate investment firm focusing on existing residential multi-family apartment communities. Gideon is responsible for strategic partnership initiatives and ventures, equity and debt opportunities, overseeing investment performance, and approving decisions on investments and acquisitions. He also oversees daily operations. Under Gideon's leadership and direction, the GSH Group has raised and placed over $300 million of equity and assembled a portfolio of over 7400 apartment units in five states, worth over a billion dollars.
Show Highlights:
His business structure - 3 partners, 25 employees, 7400 units under management
His buying criteria
His journey from mortgage broker, to fix and flip, to buying thousands of foreclosure homes for institutional buyers, and his transition to multifamily.
How he navigated the previous recession.
How he built his business and acquired 1 Billion in multifamily in 5 years.
Predictions for the multifamily market in the next 12 months.
Advice for up-and-coming sponsors.
Connect with our Guest:
https://gshrealestate.com/
SUPPORT OUR SPONSORS:
Canovo Capital - Hassle-Free Commercial Real Estate Investing
DealCheck.io - Analyze Any Investment Property in Seconds ( Use "CANOVO25" for 25% off)
SyndicationPro - Investor Portal - Raise More Capital in Less Time
FREE RESOURCES:
Download Our Passive Investor Guide to Multifamily Syndications
CONNECT WITH US!
YouTube | Linkedin | Instagram | Website | Facebook | Twitter
LOVE THE SHOW? Please subscribe, rate, review and share! Thank you!
52:39
30 Years, 2 Billion in Acquisitions; Pooled Investment Funds; Fund Administration - with Matt Burk | TLS236
Episode in
Apartment Investing Journey
Guest Bio:
Matt Burk is the CEO of Fairway America and Chairman of its affiliate, Verivest. Originally founding Fairway Financial Services in 1992, Mr. Burk has led their growth from a small operation to the robust market leaders they are today. He is a passionate industry coach, advising many middle-market real estate entrepreneurs, fund managers, and sponsors on all aspects of 506 Regulation D fund business. Additionally, Mr. Burk authored the seminal book on capital raising for middle-market real estate entrepreneurs, Capital Attraction.
Having spent his full professional career in real estate finance, he has expansive exposure to all real estate asset classes, structured finance, distressed debt acquisition, disposition, real estate syndications and pooled investment funds. A former basketball player and lifelong sports fan, Matt received a Bachelor of Science degree in economics from the University of California, Davis.
Connect with our Guest:
matt.burk@fairwayamerica.com or matt.burk@verivest.com
SUPPORT OUR SPONSORS:
Canovo Capital - Hassle-Free Commercial Real Estate Investing
DealCheck.io - Analyze Any Investment Property in Seconds ( Use "CANOVO25" for 25% off)
SyndicationPro - Investor Portal - Raise More Capital in Less Time
FREE RESOURCES:
Download Our Passive Investor Guide to Multifamily Syndications
CONNECT WITH US!
YouTube | Linkedin | Instagram | Website | Facebook | Twitter
LOVE THE SHOW? Please subscribe, rate, review and share! Thank you!
39:36
$300 Million in Mobile Home Parks; Park Management Strategies, 270 Unit MHP Case Study - with Sam Hales | TLS235
Episode in
Apartment Investing Journey
Guest Bio:
Private Equity Real Estate fund manager with $300M+ AUM and Founder of the Saratoga Group. Saratoga Group was established in 2011 and is exclusively focused on the purchase, revitalization and operation of Mobile Home Communities. Sam’s previous real estate experience includes distressed asset workouts, land development, redevelopment and lease options. Aside from being the lead investor/developer in the entitlement and development of large tracts of land, since 2009, he has been actively purchasing single-family properties in the Sacramento and Bay Area markets. Sam has touched nearly every CRE asset class including: industrial, office, hospitality single and multi-family. But he loves the MH asset class and believes it is a vital part of the solution to today's housing affordability crisis.
Sam is passionate about helping local communities. He is an active member of the Auburn Economic Development Council.Sam currently sits on the board for Auburn Sutter Faith Hospital, and volunteers with local Boy Scout and Church youth groups.
Sam received his MBA from The Wharton School of Business with an emphasis in Finance and a BS from BYU in Chemical Engineering.
Connect with our Guest:
https://www.linkedin.com/in/samhales/
SUPPORT OUR SPONSORS:
Canovo Capital - Hassle-Free Commercial Real Estate Investing
DealCheck.io - Analyze Any Investment Property in Seconds ( Use "CANOVO25" for 25% off)
SyndicationPro - Investor Portal - Raise More Capital in Less Time
FREE RESOURCES:
Download Our Passive Investor Guide to Multifamily Syndications
CONNECT WITH US!
YouTube | Linkedin | Instagram | Website | Facebook | Twitter
LOVE THE SHOW? Please subscribe, rate, review and share! Thank you!
46:54
Selling a 5000 Unit Portfolio; 1000 Units from Mom & Pop Owners; Successful Partnership Structures - with Stewart...
Episode in
Apartment Investing Journey
Stewart Beal is a serial entrepreneur who brings extensive management, marketing, and leadership abilities to all Beal Capital projects. Stewart has been actively involved in real estate, construction, acquisition, development, and management since 1997. When he was nineteen years old, Stewart founded Beal Properties, LLC, and has since founded more than twenty other companies in the real estate and construction industries.
Beal Properties has purchased more than 100 properties over the past 17 years - in Ypsilanti, Ann Arbor, Toledo, Detroit, Monroe, and Dundee. His company currently manages over 3,000 apartment units, office spaces, and single-family homes. Beal Properties employs more than 60 team members in Michigan and Ohio.
Stewart is a founding member of Watermark Partners, which manages a set of real estate funds that have raised and deployed more than $100 million in equity, closed more than 150 real estate transactions, and acquired more than 6,000 apartments over the past 5 years.
Show Highlights:
How his business is structured and current portfolio
Selling a lawn care business at the age of 19 for $250k
His first real estate investment
Building his property management company
Acquiring 300M in his first syndication company
Selling the 5000 unit portfolio, dissolving the business, and going off on his own.
6 Ways he finds off-market, mom-and-pop deals.
What he’s looking for in a good deal
Connect with our Guest:
sbeal@gobeal.com
SUPPORT OUR SPONSORS:
Canovo Capital - Hassle-Free Commercial Real Estate Investing
DealCheck.io - Analyze Any Investment Property in Seconds ( Use "CANOVO25" for 25% off)
SyndicationPro - Investor Portal - Raise More Capital in Less Time
FREE RESOURCES:
Download Our Passive Investor Guide to Multifamily Syndications
CONNECT WITH US!
YouTube | Linkedin | Instagram | Website | Facebook | Twitter
LOVE THE SHOW? Please subscribe, rate, review and share! Thank you!
50:10
From Fix & Flip to $350M Portfolio of Mobile Home Parks and Self Storage - with Jeremiah Boucher | TLS233
Episode in
Apartment Investing Journey
Jeremiah Boucher is a value investor who specializes in the acquisition and development of alternative commercial real estate assets. He learned the real estate business from the ground up and currently owns and operates a $350M portfolio of high-performing commercial properties. He has had a hand in retail, office, industrial, multi-family, single-family, and all facets of commercial real estate, which is how he came to the conclusion that alternative commercial real estate assets are the highest-performing, risk-averse investments. He has built his own private equity and real estate management and development company, Patriot Holdings.
Show Highlights:
His journey from fix and flip and losing everything in 2008 to building a 350M Portfolio
The challenges with manufactured housing and why he moved to self-storage
His management strategy for self-storage facilities
Case study of a 32k square foot storage facility acquisition in Vermont
The most critical role in his business.
Connect with our Guest:
Jeremiah's Book
https://www.patriotholdings.com/
SUPPORT OUR SPONSORS:
Canovo Capital - Hassle-Free Commercial Real Estate Investing
DealCheck.io - Analyze Any Investment Property in Seconds ( Use "CANOVO25" for 25% off)
SyndicationPro - Investor Portal - Raise More Capital in Less Time
FREE RESOURCES:
Download Our Passive Investor Guide to Multifamily Syndications
CONNECT WITH US!
YouTube | Linkedin | Instagram | Website | Facebook | Twitter
LOVE THE SHOW? Please subscribe, rate, review and share! Thank you!
44:48
From a Duplex to $390M Portfolio; A-class Value-add Strategy; and 12-Month Market Prediction - with Vehano Joseph |...
Episode in
Apartment Investing Journey
Vehano is the Chief Executive Officer and Co-founder of Dreamstone, a rapidly growing multifamily investment firm with bases in Atlanta, Nashville, and Tampa MSA’s. Under his leadership, Dreamstone has moved from emerging to an established player in the multifamily space. Prior to launching Dreamstone, Vehano, Chartered Accountant/CPA from Cape Town, South Africa, was a Fortune 50 financial consultant. He managed business mergers and acquisitions in excess of 5 billion dollars. Vehano brings his exceptional financial acumen and managerial experience to drive favorable investor returns. He has relevant experience in several adjacent industries and has worked with category leaders in commercial banking, consumer goods, private prisons, real estate investment trusts (REITs), environmental engineering, retail manufacturing, and regenerative tissue engineering.
SHOW HIGHLIGHTS
Review of his Business Structure and Portfolio
His background in the corporate world - M&A
His first investment property -
Going all in on real estate
295 Unit Class- A Case Study
Synthetic Bridge Debt
Predictions for the next 12 months
CONNECT WITH OUR GUEST:
Vehano.Joseph@dreamstoneinvest.com
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49:17
$700M in Self Storage & Mobile Home Parks; Unique Management Strategies; and Deep Value Add Self Storage Case...
Episode in
Apartment Investing Journey
Ryan Smith is the co-manager of multiple investment funds, which specialize in investing, both directly and indirectly, in mobile home parks and self-storage assets representing more than 20,000 units located in more than 25 states.
Mr. Smith graduated from the University of Tampa with a Bachelor of Science in Computer Science. An athlete, he was highly recruited for both baseball and basketball and was drafted as a senior in high school by the Baltimore Orioles, and again in college by the Anaheim Angels. Mr. Smith pursued his athletic talents by playing baseball throughout his college experience.
Mr. Smith currently serves on the board of Young Life College – UCF and is a member of the Advisory Board for the National Christian Foundation’s Orlando chapter. Mr. Smith lives in Orlando with his wife and four children.
SHOW HIGHLIGHTS:
His background growing up in a real estate family
How he built an application for his Dad’s real estate company that eventually had 110k users around the world
How he started investing in Single Family in his early 20’s
Why he decided to move into Mobile Home Parks and Self Storage versus Multifamily.
What he looks for in his deals.
His unique management structure for his assets.
Case study of his deep value add deal in Las Vegas that he acquired for 11.3M in 2021 and recently appraised for 16M
His outlook in the current economy and how he is leading his company through it.
CONNECT WITH OUR GUEST:
elevationfund.com
SUPPORT OUR SPONSORS:
Canovo Capital - Hassle-Free Commercial Real Estate Investing
DealCheck.io - Analyze Any Investment Property in Seconds ( Use "CANOVO25" for 25% off)
SyndicationPro - Investor Portal - Raise More Capital in Less Time
FREE RESOURCES:
Download Our Passive Investor Guide to Multifamily Syndications
CONNECT WITH US!
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40:16
$250M Portfolio of Student Housing and Multifamily, and Sourcing True Off-Market Deals - with Alix Kogan | TLS230
Episode in
Apartment Investing Journey
Alix has been involved in real estate, construction, and development for the last 20 years. Alix started his career in Colorado founding his own high-end construction company and grew it to be the largest and most successful firm in Southwest Colorado. After 20 years in Colorado, Alix had a successful sale and liquidity event in late 2019. Shortly after starting his own building company in 1999, Alix started investing in real estate with single-family spec homes, single-family rentals, and commercial and multifamily rentals. Over the last 15 years, Alix has successfully completed several townhome, mixed-use, and single-family developments. Alix owns over 1700 apartment units as an LP, Co-GP and KP, and self-manages his portfolio of single-family rentals as well as a small portfolio of commercial properties. In addition, Alix invests and owns a substantial portfolio of mortgage notes. Alix has had various multifamily experiences with building, owning, and managing assets. Alix has broad-based experience and knowledge of multiple real estate asset classes and is focused full-time on growing his private equity real estate firm.
SHOW HIGHLIGHTS:
- His background in construction
- Building his Custom Home Building Business
- Building a portfolio of small-scale multifamily and single-family rentals.
- Exiting his Construction Business
- Sourcing True Off-Market Opportunities
- His Perspective on the Economy today and how he plans to navigate that.
CONNECT WITH OUR GUEST:
https://ashlandcapitalfund.com/
FREE RESOURCES:
Join Our Passive Investor Network
Download Our Passive Investor Guide to Multifamily Syndications
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Visit our Website: https://www.canovocapital.com/podcast
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Follow us on YouTube: https://www.youtube.com/c/TheLeadSponsor
Follow us on Instagram: https://www.instagram.com/theleadsponsor/
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34:48
$200MM in Deep Value-Add Multifamily Infused with Technology - with Steve Gesis | TLS 229
Episode in
Apartment Investing Journey
13 assets 200MM
Steven is responsible for the strategic direction and performance of all teams within Smartland. As EVP Steven is the catalyst for all department directors to ensure the Smartland vision and Smartland standards are being implemented and adhered to. Prior to joining Smartland, Steven was an Operations Administrator at the Cleveland Clinic, where he was instrumental in the implementation of new strategies and efficiencies. Steven holds an MBA from CSU Monte Ahuja School of Business as well as a Bachelor’s degree from The Ohio State University.
SHOW HIGHLIGHTS:
His background in the corporate world and transition into real estate investing
Building an property management and investment copy of 1000+ SFR’s
The start of Smartland
How they utilities technology in their deep value-add deals
Case Study: 251 unit deep value add deal in Akron OH.
The biggest challenge he sees over the next 6 -12 months
CONNECT WITH OUR GUEST:
http://www.smartland.com
FREE RESOURCES:
Join Our Passive Investor Network
Download Our Passive Investor Guide to Multifamily Syndications
CONNECT WITH US!
Visit our Website: https://www.canovocapital.com/podcast
Connect with us on Facebook: https://www.facebook.com/theleadsponsor
Follow us on YouTube: https://www.youtube.com/c/TheLeadSponsor
Follow us on Instagram: https://www.instagram.com/theleadsponsor/
Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-lead-sponsor-podcast-real-estate-investing/id1464256464
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46:58
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