Multifamily Insights

Josh Ziegelbaum is responsible for managing investor communications, capital commitments, individual and commercial relationships, as well as overall support of the company's growth initiatives. The dynamic work experience Josh has gained throughout his career gives him a unique perspective on both capital raising and operations. Prior to joining Circuit City, Josh worked as Director of Investor Relations at Legacy Group, an alternative asset manager, where he raised more than $50 million of capital for the Green Coffee Company which allowed it to become Colombia's #1 largest coffee producer. His previous role was as Vice President of Business Development for Lifeafar Capital, a boutique private equity and asset management firm where he led his team’s capital raising efforts. Before that, he was a Private Banker for Wells Fargo with a focus on complex credit needs and investments in public securities. He ultimately managed a book of business for high-net worth individuals and business owners in Miami Beach. Josh previously held a Series 7 license and is originally from New Jersey, where he studied economics at Rutgers University. He is known for his passion around building deep relationships with his clients and for consistently acting in their best interests.

In this episode, we talked to Josh about Circuit City and what it is today, his business model, properly evaluating opportunities and what are the key questions to ask, tips and useful insights for new investors, and much more.

Announcement: Join the Apartment Investing Mastermind here.

Private Equity;

02:29 Josh's background;

06:19 What Circuit City actually is today;

10:13 An insight on the business model;

16:30 Key questions to ask to evaluate an opportunity;

24:23 Tips for new investors;

26:07 Round of insights

Announcement: Download our Sample Deal packagehere.

Round of Insights

Apparent Failure: Not being able to enroll in the business school during college years.

Digital Resource: InvestNext.

Most Recommended Book: Sell It Like Serhant.

Daily Habit: Tending to his family first thing in the morning, nice sunny Florida walks.

#1 Insight for succeeding in private equity: Persistence, detailed work on goals, patience, and due diligence.

Best place to grab a bite in Fort Lauderdale, FL: Any location within the RiverWalk.

Contact Josh and his team:

Website: [email protected]

Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

Amy Rubenstein, CEO of Clear Investment Group and Partner at Windy City RE, commands a formidable presence in the real estate investment realm, having overseen transactions exceeding half a billion dollars since 2005. Hailing from Chicago, Amy is an alumna of Brandeis University, graduating Cum Laude. With two decades of experience in real estate, she holds licenses in California and Illinois, strategically leveraging her expertise across diverse markets. Clear Investment Group's expansive portfolio spans distressed multi-family complexes nationwide, showcasing Amy's adeptness in creative structuring and asset revitalization, optimizing financial performance across multi-family, retail, and office sectors.

Beyond her business acumen, Amy is a committed philanthropist, notably in the Arts and Education sectors. As the Artistic Director of Windy City Playhouse, an acclaimed non-profit theater company in Chicago, she spearheads immersive theatrical productions, co-creating hits like "Southern Gothic" and "A Recipe for Disaster" alongside celebrity chef Rick Bayless. Amy's multifaceted contributions reflect her unwavering dedication to both business excellence and community enrichment.

In this episode, we talked to Amy about what is a distressed asset, the cautionary measures to take, the origins of these assets, how she sources the opportunities she finds, and much more.

Announcement: You can join the Apartment Investing Mastermind here.

Distressed Assets;

01:54 Amy's background;

04:08 What is a distressed asset;

09:42 An insight on cautionary measures to take with Amy’s approach;

19:04 The origins of these properties/assets;

24:15 How Amy sources the asset opportunities;

26:16 Round of insights

Announcement: Download a Sample Deal package here.

Round of Insights

Apparent Failure: Trying to support herself with a career as an actor.

Digital Resource: City-Data.com.

Most Recommended Book: The Ideal Team Player.

Daily Habit: Walking to work every day.

#1 Insight for investing in distressed assets: Accepting that the market changes rapidly and one cannot withhold all the information, therefore asking for help and questions is the key to overcoming daily challenges.

Best place to grab a bite in Chicago, IL: Bloom & Planta.

Contact Amy:

Website: https://www.clearinvestgroup.com/

Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

Nathan Turner is the owner and president of Earnest Inc., a prominent figure in the US real estate market with a focus on mortgage note investing. His journey began in 2008 investing in performing and non-performing notes at significant discounts. Over the years, Nathan has adeptly navigated various aspects of mortgage note investing, employing both buy-and-hold and flip models to optimize returns.

With a passion for making a positive impact, Nathan finds great satisfaction in assisting struggling homeowners. Whether through loan modifications or debt resolution, he has dedicated himself to providing solutions that alleviate financial burdens. Leveraging his extensive experience spanning more than a decade, Nathan established Earnest Investing, an investment fund tailored to offer accredited investors a consistent rate of return through mortgage notes.

In this episode, we talked to Nathan about investing in real estate without actually investing in real estate, note investing from Canada, tips to getting started, and much more.

Announcement: You can join the Apartment Investing Mastermind here.

How to Get Started with Note Investing;

02:13 Nathan's background;

03:45 Barriers and challenges of investing in the US as a Canadian citizen;

06:32 Insights on note investing;

12:14 The process of investing passively;

18:27 Alternative ways to monetize the process;

21:28 DME (Diversified Mortgage Expo);

22:24 Tips for the new investors;

23:20 Markets to be in vs. markets to avoid;

24:16 How to get started with note investing;

25:52 Round of insights

Announcement: Download a Sample Deal package here.

Round of Insights

Apparent Failure: Choosing to be a landlord at first, instead of an investor.

Digital Resource: Any “financial calculator” app.

Most Recommended Book: Leonard Sax’s books.

Daily Habit: Envisioning their five-year plan, Nathan and his wife spend 5 minutes on discussing the future of their business every morning.

#1 Insight to be a successful note investor: To be able to think outside of the box, but at the same time focus on what one’s trying to do.

Best place to grab a bite in Calgary, AB, Canada: Mehtab.

Contact Nathan:

Email: [email protected]

Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

Puja Talati is a co-founder of JT Capital and serves as the Chief Marketing Officer. She co-founded JT Capital in 2020, leading the firm’s asset management and marketing arms. Before establishing JT Capital, Talati held a principal role in a real estate firm, successfully leading operations, asset management, and marketing.

Her professional journey includes leadership positions in strategy and operations consulting and brand marketing at Deloitte Consulting and The Hershey Company. Mrs. Talati received a B.S. in Business Administration focusing on marketing and social decision sciences from Carnegie Mellon University in 2006 and a Masters of Business Administration from the Fuqua School of Business at Duke University in 2011.

In this episode, we talked to Puja about the advantages she gained from her background, what she’s working on today, opportunities in today's market, the art of hunting for deals, and much more.

Announcement: Register and join our free exclusive apartment investing Q and A on Wednesday, April 24th at 8:00 pm EST, by clicking here.

Strategic Income Fund;

02:22 Puja's background;

05:19 The advantages of Puja gained from her background;

10:35 What Puja's working on today;

16:58 Typical questions she gets regarding the income fund;

19:32 What she looks for while hunting for deals;

22:06 Round of insights

Announcement: Join our Apartment Investing Mastermind here for just $89/month.

Round of Insights

Apparent Failure: Lack of having processes and structures in the earlier stages of her career.

Digital Resource: CoStar.

Most Recommended Book: Building a StoryBrand.

Daily Habit: Rewriting her to-do list every day to stay focused.

#1 Insight for investing in diversified funds: Properly understand the structure of the funds, not to miss out on the right opportunity.

Best place to grab a bite in Austin, TX: Il Brutto

Contact Puja:

https://www.jtcapitalgroup.com/

Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

Robert Kennedy III, known as RK3, is a distinguished leadership communication expert, international keynote speaker, corporate trainer, and best-selling author with a career spanning over a decade. He has collaborated with renowned organizations globally, including AARP, Social Security Administration, U.S. Coast Guard, Barnes & Noble, and many more. RK3’s dynamic presentations resonate deeply with audiences due to his infectious energy, passion, and genuine connection. He engages attendees actively, creating memorable experiences filled with laughter and interaction.

With a rich background as a former classroom teacher, course developer, voiceover artist, and radio news anchor, RK3 brings a multifaceted understanding of communication and leadership to his engagements. His expertise is further enriched by his unique perspective as a Preachers Kid (PK). While not labeling himself a comedian, RK3 infuses humor into his presentations, ensuring audiences are entertained while gaining actionable insights.

In this episode, we talked to Robert about his insights and tips on building your story and why is it powerful, his events and the stages, the “words that sell”, and much more.

Announcement: Register and join our free exclusive apartment investing Q and A on Wednesday, April 24th at 8:00 pm EST, by clicking here.

Great Stories;

03:21 Robert's background;

07:11 Tips and insights from Robert;

12:30 The 4 C's of Stories;

19:46 Robert's events and stages;

22:17 "Words that sell";

24:40 Round of insights

Announcement: You can join the Apartment Investing Mastermind here.

Round of Insights

Apparent Failure: Being unemployed for a while until Robert decided to make some changes.

Digital Resource: ClickUp, HighLevel, Pictory

Most Recommended Book: Secrets of the Millionaire Mind.

Daily Habit: Meditation, writing down his short and long term goals.

#1 Insight for telling great stories: Become comfortable with you and your story.

Best place to grab a bite in the DC area: Maggiano’s.

Contact Robert:

https://getintouchwithrk3.com/

Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

Brian Burke has acquired, renovated, and disposed of over 750 residential assets and 3,000 multifamily units. This includes over $500 million of real estate in several sectors: multifamily, single family, hospitality, self-storage, mixed use, and vacant land.

Burke has 31 years of investing experience with 20 years in multifamily. He’s performed underwriting, valuation, and title examination of thousands of properties for acquisition at trustees’ sales.

Throughout his investing career, he’s built homes, built self-storage, renovated a lakefront resort, and bought/renovated hundreds of homes and thousands of apartments. His largest acquisition to date was close to $50 million.

Burke has been a speaker at real estate conferences nationwide, plus various local/regional meetup/REIA groups in California and Washington. In addition, he’s been invited to speak at Google, Facebook, and Apple.

In this episode we cover Brian's extensive 35-year background in real estate, emphasizing a value-add approach for investors. He talks about why you should be looking for opportunities when others are cautious and gives insights on navigating the current market. Topics include at-risk loans, diverse real estate opportunities, advice for new investors, and his book "The Hands-Off Investor."

Announcement: Register and join our free exclusive apartment investing Q and A on Wednesday, April 24th at 8:00 om EST, by clicking here.

Why We Should Take Experience into Account as Investors;

01:56 Brian's background with 35 years of experience in real estate;

04:04 The true value add approach;

06:30 What should investors look for to get back in the market?;

11:16 To be fearful when others are greedy and greedy when others are fearful;;

13:09 The loans that are at risk;

20:18 Different opportunities in the real estate market;

22:32 Advice to new investors trying to make it happen in today’s environment;

26:19 Brian’s book “The Hands-Off Investor”

21:00 Round of insights

Announcement: Join the Apartment Investing Mastermind here.

Round of Insights

Apparent Failure: A failed deal in the last market downturn.

Digital Resource: CoStar

Most Recommended Book: TedTalks

Daily Habit: Getting up and going after it.

#1 Insight for Understanding Market Cycles: Understanding human psychology and how people are approaching the market..

Best place to grab a bite in San Fransico: Osteria La Buca.

Contact Brian:

https://praxcap.com/

You can find Brian’s book “The Hands-Off Investor” here.

Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

Zach is a founding partner and the CEO of Prosperity CRE, a private equity firm specializing in providing passive investment opportunities in multifamily apartment complexes. He focuses on overseeing the real estate investment portfolios and advising clients who choose to invest with Prosperity CRE.

Zach has successfully owned and operated a residential real estate company, mortgage brokerage company, and escrow company, with offices in Northern and Southern California, assisting clients in the purchase, finance and sale of properties throughout the United States.

He also has extensive legal, public affairs and ballot measure campaign management experience, including representing clients in a wide variety of commercial real estate and land use transactions.

In this episode, we talked to Zach about his first and current real estate investment strategies, he’s recent focus and deals, utilizing accumulated data for investment, the investment opportunities to look out for, and much more.

Announcement: Join the Apartment Investing Mastermind here.

Real Estate Investment;

02:16 Zach's background;

05:03 His first real estate strategy;

10:03 What Zach's focused on today;

13:34 Zach's recent deals;

17:39 How to utilize the data;

19:02 An insight into the opportunities to look for;

21:00 Round of Insights

Announcement: Register and join our free exclusive apartment investing Q and A on Wednesday, April 24th at 8:00 om EST, by clicking here.

Round of Insights

Apparent Failure: Not having enough due diligence on a deal in Arizona.

Digital Resource: NeighborhoodScout.

Most Recommended Book: Benjamin Franklin: An American Life.

Daily Habit: Exercising daily.

#1 Insight for selecting the right market to invest in: Setting up your criteria for the deals is the key to success.

Best place to grab a bite in California: Osteria La Buca.

Contact Zach:

https://prosperitycre.com/

Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

Christopher Price is a distinguished corporate professional with over 20 years of experience in the life sciences industry. Notably, he serves as a pharmaceutical executive at a top 15 pharmaceutical company, ensuring patients' access to life-saving medications. Beyond his corporate role, Chris is the CEO and Co-Founder of Red Fox Multifamily, a real estate investment company offering hands-off commercial real estate opportunities to safeguard the retirements of life science industry professionals.

A seasoned entrepreneur and accredited real estate investor since 2012, Chris has passive and active investments in over 1266 commercial multifamily and single-family units in Texas, Georgia, Alabama, and Pennsylvania.

He hosts the Wealth Mindset & Real Estate Investing virtual Meetup, fostering a community of over 1,000 members. Alongside his professional achievements, Chris takes immense pride in his family, residing in White Plains, NY, with his wife Allison and their two beautiful children, Zoey and Caden.

In this episode, we talked to Christopher about his investments and their progress, Red Fox Multifamily, the transition from being a passive investor to active, and much more.

Announcement: Join the Apartment Investing Mastermind here.

Being a Successful GP;

02:23 Christopher's background;

08:46 His investments and current progress;

21:44 Where the Red Fox Multifamily is at today;

26:43 The transition from being a passive investor to an active one;

30:00 Round of insights

Announcement: Join our free exclusive webinar on April 24th Wednesday at 8:00 pm EST, by clicking here.

Round of Insights

Apparent Failure: Failure of communication in one of the projects he was involved with.

Digital Resource: Downloadable, educational PDF documents, audio/video podcasts and webinars.

Most Recommended Book: The Miracle Morning.

Daily Habit: Waking up early and taking care of his family and himself first thing.

#1 Insight for being a successful general partner on multifamily deals: Being consistent and executing.

Best place to grab a bite in NYC: The Wesley

Contact Christopher:

https://www.redfoxmultifamily.com/

Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

As the Founder and CEO of The Designers Group, Blima Ehrentreu combines her creativity and talent to reform the design industry. Her passion for empowering women, giving back to the community, and championing women in the workforce earned her a spot on Globest’s Women of Influence in 2020 & 2022.

The Designers Group’s diverse project portfolio spans the residential and commercial sectors, and Inc. Magazine ranked The Designers Group no.15 among the top fastest-growing private companies in the New York Metro Area in 2021. As a key industry leader, The Designers Group is at the forefront of cutting-edge interior design, specializing in high-end interior spaces for commercial, residential, and healthcare portfolios.

Blima’s devotion to her work and community has positioned her as an unshakeable force within the industry. Her commitment to fostering a work culture dedicated to philanthropy led her to launch charitable initiatives such as TDG Gives Back and TDG Furniture Exchange. Blima’s belief that design is a tool that can build positive spaces and serve communities is a visible hallmark throughout her work.

In this episode, we talked to Blima about the projects she and The Designers Group are working on, the benefits of working with a designer, upcoming popular trends, and much more.

Announcement: Join the Apartment Investing Mastermind here.

A Great Design;

02:15 Blima's background;

04:34 Projects she's working on today;

11:00 The benefits of working with a designer;

18:24 Trends that will have a rise in popularity;

23:28 Round of insights

Announcement: Don’t miss the Best Ever Conference this year on April 10th to 12th. Use my code CASMON15 for 15% off!

Round of Insights

Apparent Failure: Mistakes that were made during her first design gig.

Digital Resource: VR tours that her company is creating.

Most Recommended Book: Lean In.

Daily Habit: Walking daily, swimming and cycling.

#1 Insight for a great design: Keep your eyes open and try to learn as much as you can through your environment.

Contact Blima:

https://www.thedesignersgroup.com/

Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

He is a third-generation Southern Californian who is making it big in a state where many real estate developers are fleeing. The wisdom he brings from success in a market where many others fail is invaluable. Whether you are new or tuning into the show for the first time, I know you’ll find great value in today’s program.

Scott founded the Urban Pacific Group of Companies in 2000. Since then his company has brought over 1700 units of affordable housing to communities throughout the western USA.

The Choppin family has been in real estate development in Long Beach since 1960, which includes highlights such as the development of the Long Beach World Trade Center and the 293-unit CityPlace residential development in downtown Long Beach. Scott is an innovator in the fields of urban housing, mixed-use projects, and affordable/middle income housing communities throughout the Western United States.

In this episode, we talked to Scott about workforce housing, proper deal financing and structuring, co-living, and the market, and much more.

Announcement: Join our Apartment Investing Community here.

Workforce Housing without Government Aid;

02:21 Scott's background;

05:13 What is workforce housing;

12:45 Structuring deals accordingly, in regards to financing;

24:19 An insight into co-living;

36:48 Round of insights

Announcement: Don’t miss the Best Ever Conference this year on April 10th to 12th. Use my code CASMON15 for 15% off!

Round of Insights

Apparent Failure: Being bold during the recession and underestimating the market signals.

Digital Resource: Calculated Risk Blog.

Most Recommended Book: The One Thing.

Daily Habit: Walking 10,000 steps every morning.

#1 Insight for urban townhome development: There’s a great demand for homes for the working class, even though it seems like a forgotten market, and it’s highly profitable.

Best Place to Grab a Bite in Long Beach, CA: Joe Jost’s

Ep.192 with Scott Choppin

Scott’s newsletter: https://therealsignal.substack.com/

Contact Scott:

Urban Pacific

Urban Pacific Investor Education

Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.