Passive Income Through Multifamily Real Estate

Today’s episode is the first in a two-part series on property management companies. In part one we’ll be focusing on large properties that contain over 100 units. Joining us today to help unpack this expansive topic is Lani B. Porter, Executive Vice President and managing director at CALCAP Properties, a sizable property management company that runs its operations throughout the southwest. Not only does Lani have an impressive background in operations, she also has extensive experience on the executive level, having worked in senior management positions for companies like American Residential Properties and EmotiveVR. In our conversation, we discuss Lani’s role at CALCAP, how they run their operations, and what their clients typically look like. She offers an in-depth breakdown of how CALCAP helps its clients by prioritizing owner relationships and expands on how the needs of owners have shifted over the past year. Lani also shares why she loves breaking down a process to its interstitial components and refle

Welcome back to Passive Income Through Multifamily Real Estate! Joining us in conversation today is Litan Yahav, who, along with his partner Tomer Salvi, successfully started and sold Segoma, a diamond display technology that disrupted the global industry. After finding success in passive real estate and private equity investment, the founders decided to build a startup for planning and controlling their wealth, and the wealth of others like them. Thus, Vyzer was born! Tuning in today, you’ll hear the story of how they started and sold the technology which became the international standard for diamond imagery. Litan also educates listeners on the difference between an operator, syndicator, and sponsor, and talks about the role of creating community through his business. Hear about his learnings from serving in the Navy, and the biggest challenge he and Tomer have faced while building their business. Tune in to hear all this and more today! Key Points From This Episode:Introducing today’s guest, Litan Yahav. T

Self-storage has always been one of the most dependable asset classes in real estate investment, and on today's show we are lucky enough to sit down with Tom Dunkel from Belrose Storage Group to hear all about the business he and his team have built in the space! Our guest does a great job of sharing the process that Belrose goes through when evaluating deals, the best facilities for their needs, and why their hold period is so much shorter than the norm. We also get to cover some of Tom's thoughts about credit lending, looking for off-market deals, and which capital expenditure areas are the best to prioritize to boost revenue. Tom underlines the value of having a strong and energetic team, and how much he has relied on those around him for the success he has experienced! Near the end of our chat, Tom gets very honest about the unusual challenges he faced in his entrepreneurial journey, and the limitations of his upbringing that threatened to hold him back from reaching the heights that he now has.

No matter your level of experience in the world of real estate investment, there are always avenues to explore that can take you and your business to the next level. Today on the show we have the wonderful and insightful Deepa Reddy Akula, and she shares a host of lessons she has learned on the way to becoming a general partner! She speaks about the time she spent in the role of limited partner and then transitioning beyond this, as well as the deep learning and research that she put in before even touching her first deal! Deepa's journey in the world of real estate is a great example of an organic and easeful approach to making money with friends and family and a network built around word of mouth, and in our conversation, we hear how the important milestones in this process played out. We also cover capital raising, underwriting, and the practices that keep her business healthy and ticking over. Join us to catch it all!Key Points From This Episode:Deepa's path into working as a limited partner and

Most of us perceive doctors as individuals who are wealthy by default. But while they may earn comfortable salaries, that doesn’t automatically ensure financial freedom. They are subject to long hours and their income is tied to substantial taxation. This is one of the primary reasons why passive investing should form a key part of any doctor’s financial plan. Here today to help us further understand this topic is Dr. Calvin Lowe, MD. Dr. Lowe specializes in pediatric emergency medicine at Children's Hospital in Los Angeles and is the founder of PEACEquity, LLC, the family real estate firm that he manages along with his wife. In our conversation, Dr. Lowe breaks down how his career in medicine fine-tuned his rapid decision-making skills, why it’s essential that you employ a CPA who specializes in real estate and tax, and how investing in real estate has helped him prepare for retirement. Tuning in, you'll also hear Dr. Lowe share the story behind how he first discovered his talent for being an Elvis

If you want the inside scoop on the current market situation, you’ve come to the right place. Today’s guest, Julie Anne Peterson is a senior director for Old Capital Lending and founder of Zoom@8, a platform connecting new and experienced investors and opening up real estate doors for people across the world! As you probably know, inflation rates and cap rates are high and rising, so in this episode, Julie offers valuable advice on how lenders and borrowers should be thinking about their investments currently, what changes to expect in the coming months, and the Old Capital Lending tool that could greatly benefit you. It’s far from the doom and gloom you may be expecting, so don't miss out! Key Points From This Episode:Introducing today’s guest, Julie Anne Peterson.How lenders are responding to the current market situation.What sellers need to come to terms with about the current market situation.The four different types of lending products that Old Capital Lending focuses on.Increase in the SOFR rate ov

After a major health scare, Rich Fettke and his wife, Kathy, made a decision to enter the world of real estate investing. And they have never looked back! To date, their company, RealWealth, has helped over 60 000 people over $1.1 billion in assets. As the name of their company suggests, Rich and Kathy’s goal is to help people create real wealth, which means a whole lot more than just having a lot of money in the bank. During this episode, Rich explains the difference between being rich and being wealthy, what the four stages of financial freedom look like, and his strategy for dealing with fear. As well as running RealWealth, Rich is also an author, and today he shares with us how his most recent book, The Wise Investor, will add value to your life and inspire you to take action to turn your dreams into reality! Key Points From This Episode:The shock that led Rich and his wife, Kathy, into the real estate world.Growth that Rich and Kathy’s business, RealWealth, has experienced over time.An overview of Rich’s

Welcome back to the Passive Income through Multi Family Real Estate Podcast! Today we have Joshua Espejo with us, a practicing dentist passionate about helping other practitioners to leverage passive income so that they can live a life that is meaningful to them. After suffering from an extreme injury in his final year of dental school, he had a mindset shift, realizing that anything is possible - both good and bad. Since then, he has lived a life of intention with a deep desire to help others. Tune in to hear his perspective on the life of a dentist engaging in real estate investment, before Joshua shares some of the common beliefs held by practitioners within the field. You’ll also get a glimpse of what Joshua is learning through his triplex investment in Kansas City, and what it has been like to source and work with a property manager. Joshua shares an honest peak into lessons he has learned through his own experience, which he hopes to pay forward to others. You don’t want to miss this one! Key Points Fro

Running a Real Estate Investment Trust (REIT) can be a tricky balancing act; especially during its earlier stages. Growth is undoubtedly a big priority for any business that’s starting out. But if your back-end operations are in disarray then that growth becomes increasingly difficult to achieve and maintain. Back in 2012, Jake Marmulstein was underwriting distressed hotel investments for Watermark Capital Partners, a private REIT based out of Chicago, when he realized that there had to be a better way to do syndication. After feeling overwhelmed with data, and without any technology or software available to support the process, Jake partnered with a technology entrepreneur to found Groundbreaker, a real estate technology company that simplifies the investment process. In our conversation Jake shares what it was like building a software product without prior experience in tech, the lessons he learned along the way, and why building your first start-up is a process of trial and error. We also unpack how the ne

You might think you need an inheritance or a higher-paying job to reach your financial goals. As a former teacher, that was true for today’s guest. Now, Julie Holly helps people like you invest in apartments so you can meet your financial goals without having to work harder! Julie is a real estate syndicator, high-performance coach, the founder of Three Keys Investments, and the host of The Conscious Investor Podcast, where she reveals insider secrets and real stories about how to build wealth that lasts generations. In today’s episode, Julie shares some of those secrets with you, from the simple power of visualization for overcoming fear to how you can read any book in five weeks or less, leverage your community to support your business, and more. To learn more about activating both your financial and personal potential to their fullest, make sure not to miss today’s discussion with Julie Holly!Key Points From This Episode:What it means when Julie says she activates people’s financial and personal potential.

Everyone wants a comfortable retirement. Passive investing is one tool you can use to ensure you spend your retirement years doing what you love, but there are ways to make your 401k work for you in the meantime! Today’s guest is Dan Kryzanowski, an active capital raiser, equity owner, and passive investor generating double-digit yields and lower taxes via commercial real estate. His investment portfolio includes more than 2,600 storage units, over 1,500 apartment units, and dozens of industrial infrastructure properties. Dan has personally raised millions of dollars from accredited investors and family offices and is the Founding Vice President of Rocket Dollar, unlocking the $10 trillion pool of untapped retirement assets for the alternative investment community. He previously led commercial real estate initiatives for GE Capital in Mexico and South America, and his superpowers include self-storage and self-directed accounts. In this episode, Dan outlines the steps necessary to unlock your untapped retireme

There are no hard and fast rules when it comes to note investing, but a little guidance goes a long way for those who are unfamiliar with this particular investment strategy. Today’s guest is Fred Moskowitz, an educator and a bestselling author who has trained countless investors from all walks of life on how to create passive income streams of their own. As a fund manager, Fred manages a mortgage note investment fund and is considered an industry veteran within the note investing arena. He prides himself on being a trusted and valued resource in the arena of alternative investments and his book, The Little Green Book Of Note Investing, offers readers a practical guide to the exciting world of investing in mortgage notes. In this episode of Passive Income Through Multifamily Real Estate, you’ll learn the essentials of building passive income with note investing and Fred debunks some commonly held misconceptions. It’s not just for the big Wall Street institutional players. Note investing is available to all in

Raising capital and building relationships with your investors is always going to be a central part of multifamily real estate, and to provide you with some fresh perspective and double down on some inspiration, we have invited the one and only Bronson Hill from Bronson Equity onto the show today to talk about his philosophy, history in the space, and where he is headed next! Bronson opens up about creating a good experience for your investors, his process for nurturing relationships, and why these relationships are central to success down the line. We also discuss his thoughts on balancing the online and in-person avenues of his company, and why he prioritizes content creation and physical meetups. Listeners can expect a whole lot of information about what it takes to get repeat investors, what keeps Bronson motivated, and the types of dangers to be aware of in early deals. So to catch all this, and then some, be sure to press play!Key Points From This Episode:Bronson's capital raising process and how t

Neal Bawa, otherwise known as the Mad Scientist of Multifamily, joins us today for a discussion about how he has used his data science background to make a memorable mark on the real estate industry. Neal’s insatiable curiosity, his persistence, and his drive to disrupt have led to him being in charge of a $1 billion multifamily portfolio with 700 team members, not to mention that he is one of the most in-demand speakers in the commercial real estate space! During this episode, Neal explains what Super Value Add projects are, what drove him to start doing them, and why he would recommend them over ground-up construction projects. We also delve into the structures that Neal has put in place which allow him to do 30 projects a year and work only 35 hours a week, why he prioritizes his mental and physical health, and the plans that he has to give back to society in a very meaningful way. Key Points From This Episode:How an applied statistics course changed Neal’s life.Where Neal’s real estate journey began.An ov

By now, most of us have heard about why coaching is so central to any sort of professional or personal progress. Here on the show today to drill down on this subject and share his amazing journey and philosophy toward growth is Nick Santonastasso, the author of Victim to Victor: How to Overcome the Victim Mentality to Live the Life You Love. Nick is also a keynote speaker at our upcoming Vertical Street Ventures National Conference. This conversation serves as a great introduction to Nick's passion and insight and is sure to get you even more motivated to go and get your ticket, if you have not already! Being born with Hanhart Syndrome, Nick has faced many challenges that are foreign to much of the population and, as you will hear in our chat, Nick believes this equipped him with a vital solution-oriented mindset; something he believes is indispensable to success. We hear from our guest about his ideas around pattern recognition, the AIA framework for change, gratitude practices, and his best advice for

Today’s guest is Bruce Wuollet, the Founder and Owner of Bakerson LLC. Growing up in the bakery business in the Twin Cities in Minnesota, Bruce wanted to pay homage to his late father (hence the name, Bakerson). After trying his hands in a few different ventures in Minnesota, Chicago, and Phoenix, he finally found his niche in real estate. With a proven track record of success throughout Bakerson’s 20-year history and thousands of individual units bought, repositioned, and sold, Bruce has overseen all aspects of the business, from operations, acquisition, and project leadership to equity fund management, syndications, legal, finance, and more! His focus is finding good deals while his passion is serving residents, building relationships, and creating communities out of apartments. Listening in, you’ll learn why Bruce attributes Bakerson’s success to their hyper focus on workforce housing, coupled with their reputation for tackling ‘tough’ projects, which has provided them with tremendous credibility. Bruce al

You’ve probably heard that the three most important things in real estate are location, location, location, but today’s guest believes that successful deals are more often about the people you invest with than anything else! Today, Peter Pomeroy speaks with architect and multifamily investor, Diana Lin, who focuses on acquisitions, strategic direction, and asset management at Navi Ventures. She is also an AIA Licensed architect with over 10 years of experience as a Project Manager and Project Architect in New York, Texas, and China. In her career as an architect, Diana designed and managed large-scale, award-winning buildings in office, multifamily, hospitality, and retail properties. In today’s episode, she sheds some light on her journey as a multifamily investor. From why she suggests joining a mentorship group to the benefits of prioritizing effective communication, Diana has some valuable insights to share, including her belief that it’s the people you partner with that make all the difference. Ultimatel

Systems and technology are an important side of any real estate business, but this doesn't mean there is not an equally important human element to what we do. This is one of the messages that today's guest, Melanie McDaniel, underlines in this fascinating conversation. Melanie is the Founder of Freestyle Capital Group, a boutique private equity firm, and we are so happy to welcome her to the show to talk about how she partners with investors, the Freestyle Fund, how she approaches building relationships, and her current investment focuses. We also get a little personal with Melanie, touching on her belief in intentionality and using real estate to design the life you actually want! Our guest talks about traveling and staying open-minded to a life that is not limited by external expectations and pressures, as well as how we might think about transitioning into active investment. So to hear all this inspiring, practical, and thought-provoking wisdom from Melanie, be sure to press play!Key Points From

Welcome to another episode of Passive Income through Multifamily Real Estate. During today’s conversation, our new host, Peter Pomeroy, speaks with Jenny Gou, a managing partner at Vertical Street Ventures. Jenny has recently been named one of Bigger Pockets Wealth Magazine’s top 40 under 40, and during today’s conversation, she tells us how her humble beginnings keep her thankful for every milestone of success. Listeners will gain insight into Jenny’s career at Procter & Gamble prior to starting Vertical Speed Ventures, how she found her mentor, Steven Louie, and why she made the decision to quit her job before purchasing her first property. We talk about team culture, and Jenny reveals the complementary skills that make her and Kyle such a great team, before chatting property managers, and discussing what motivated Vertical Street Ventures to open up their own academy, and how they went about doing so. We also hear some intriguing details about their upcoming conference in Arizona and the exciting guest

Dealing with things like depreciation, tax deductions, and cost segregation, can feel overwhelming and inaccessible as a first-time real estate investor, but it doesn’t need to be. Today on the show we chat with Erik Oliver, a Cost Segregation Expert and Regional Manager with Cost Segregation Authority, a company that specializes in Cost Segregation studies. We talk with Erik about how he pivoted to pursue this area of real estate and why he finds so much satisfaction in helping people save on their taxes. Tuning in you’ll hear Erik break down the role of depreciation in real estate, the mechanics of how it works, and how you can capitalize on it under the current tax laws. We also discuss when you can implement a cost segregation study based on the value of your property as well as other elements of your investments. Erik shares his advice for anyone looking to make a career change, as well as insights into how he maintains momentum in his work while raising young kids and making time to spend with his famil