Multifamily Insights

Brad Shepherd is a licensed securities broker who helps retail investors take advantage of the upside of real estate ownership without the management headaches. He partners with experienced operators to offer pre-vetted, hassle-free investment opportunities.

Brad has been involved in commercial real estate for over 20 years. Along with his own rental portfolio and handful of house flips, his experience includes the development and management of retail and hospitality space, and raising capital from both domestic and international investors. He's been exclusively focused on capital raising for commercial syndications as a broker/dealer representative since 2017. Originally from Utah, after the last 10 years in Austin, Texas, Brad and his young family recently relocated to Boise, ID.

In this episode, we talked to Brad about the pros and cons of getting the broker-dealer status, his methodology in working with the investors, some very useful bits of advice regarding brokerage and certain resources, and much more.

Announcement: You can join the Apartment Investing Mastermind here.

Investment Brokerage;

02:29 Brad’s background;

07:49 The pros and cons of getting the broker-dealer status;

11:28 How Brad is working with the investors;

17:21 Resources and advice;

25:01 Round of Insights

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Round of Insights

Apparent Failure: Brad’s first investment as a passive investor.

Digital Resource: Any AI tool, and Twitter.

Daily Habit: Working out every morning, and then reviewing his day in terms of his goals.

#1 Insight for investing passively in commercial real estate: Working with a professional investment broker.

Best Place to Grab a Bite in Boise, Idaho: Boise Fry Company.

Contact Brad:

[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.

Born in Los Angeles, California, Jason Malabute, an MBA, is a seasoned real estate investor, an active philanthropist, and a CPA (Certified Public Accountant). Jason Malabute started his real estate journey in 2018 and studied real estate for 1 whole year before finally investing in three rentals in the very first year of 2019, in Indianapolis. After successfully following the investment strategy called BRRRR (Buy, Rehab, Rent, Refinance, and Repeat) for multiple properties, Jason took the leap from single-family to multifamily investing. He focuses on the Atlanta, Indianapolis, and Kansas City Markets. Jason is a general partner on a 106-unit deal in Atlanta. Jason is a co-organizer of the Pasadena/Glendale chapter of the Multifamily Masters meetup group in Los Angeles. Jason is a regular blog contributor for Biggerpockets and the American Apartment Owners Association. Jason is head of accounting and financial reporting for Cashflow Champs.

In this episode, we talked to Jason about overcoming the obstacles in real estate investment, the flow of his journey, what he experienced and learned along the way, his plans for the future, and much more.

Announcement: You can join the Apartment Investing Mastermind here.

Investing for Success;

02:37 Jason’s background;

04:30 Overcoming the obstacles;

08:53 How Jason started his journey;

11:04 Learning from experiences;

15:30 The payoff from his commitment;

18:33 What does the future look like for Jason;

21:51 Round of insights

Announcement: Download Our Sample Deal and Join Our Mailing List

Round of Insights

Apparent Failure: His passion for professional basketball, setting Jason up for later success per his dedication.

Digital Resource: SDA Tools.

Most Recommended Book: The 10X Rule.

#1 Insight for getting the first real estate deal: Learning and doing the work through proper resources.

Contact Jason:

[email protected]

http://www.jasonmalabute.com/

https://cashflowchamps.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.

With over 22 years of experience in Real Estate Investing, Alan Siebenaler has navigated markets in 9 different states, achieving seven-figure profits in single transactions. Starting with a mere $3,000 in 2001, his journey is a testament to relentless determination. Alan's expertise extends to the Real Estate Education space, where he spent a decade speaking nationally for Keller Williams Realty and Dean Graziosi, a renowned entrepreneur and investor. He has led 3-day Real Estate Bootcamps across the US, providing hands-on training, deal analysis, and budgeting strategies for successful flips. Currently partnered with eXp Realty Inc. as a Real Estate agent at the Zia Group, Alan contributes to the sale of $200 million in real estate annually. Residing near the beach in Santa Barbara, California, Alan is a real estate professional and a water enthusiast, having grown up competing in swimming and water polo, and embracing his love for the ocean through surfing.

In this episode, we talked to Alan about managing apartments from scratch, investing out of state and the possible challenges it holds, his journey as a speaker, and much more.

Announcement: You can join the Apartment Investing Mastermind here.

Challenges in Real Estate;

02:27 Alan’s background;

05:01 Managing apartments from scratch;

12:12 Advice on investing out of state;

14:16 Possible challenges in this approach;

21:15 Alan's journey as a speaker;

24:52 Round of insights

Announcement: Download Our Sample Deal and Join Our Mailing List

Round of Insights

Apparent Failure: Buying land at the peak of the market.

Digital Resource: AirDNA.

Most Recommended Book: The Go-Getter.

Daily Habit: Giving back to others.

#1 Insight for scaling a portfolio out of the market: Going larger will get it easier.

Best Place to Grab a Bite in Santa Barbara: Brophy Bros.

Contact Alan:

[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.

Axel Monsaingeon has years of experience in the real estate industry and can help guide you through every step of the process. Axel is a renowned real estate economics expert with experience analyzing different markets. He knows just about everything there is to know about getting your realtor license and finding the perfect home for you or someone else. With his expertise, he'll help get you closer to achieving whatever you're looking for.

Axel is an experienced analyst with a deep understanding of data-driven decision-making. He has worked with numerous clients from different sectors and industries, helping them unlock the potential that lies within their data. With his help, businesses can gain clear insights into the performance of their locations, target customers more accurately based on their demographics, and understand what sets them apart from their competitors.

In this episode, we talked to Axel about the transition to real estate and insightful pieces of advice on how to do so, process of buying existing assets to developing assets, the economical data, and the marketplace.

Announcement: You can join the Apartment Investing Mastermindhere for just $89/month.

Real Estate Market;

02:40 Axel’s background;

04:12 The transition to real estate;

07:00 Key advice for the ones who'd like to make that transition;

10:11 Process of buying existing assets to developing assets;

18:18 Axel’s insight on development;

22:25 An insight into the economical data and the marketplace;

27:16 Round of insights

Announcement: Download Our Sample Deal and Join Our Mailing List

Round of Insights

Apparent Failure: One of his first projects.

Digital Resource: Proprio Expert.

Most Recommended Book: The ABCs of Real Estate Investing.

Daily Habit: Positive thoughts early in the morning.

#1 Insight for Developing New Projects: Finding out what the city and its community want and working in contrast with those.

Best Place to Grab a Bite in Montreal: Axel’s favorite place got shut down during the pandemic, but reach out to Axel to get a list of places to eat.

Contact Axel:

[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.

Tina Larsson is one half of the dynamic duo behind The Folson Group and is widely recognized as a leading financial consultant and efficiency expert for co-op and condo boards and building owners. Her firm has developed proprietary benchmarks, including data of operating costs and project costs for over 200 buildings, giving them a unique edge in the industry. Her clients have seen significant savings, with some buildings experiencing no maintenance increases for as long as 7 years. Their expertise in cost reduction and value enhancement has made them a go-to resource for many co-op and condo boards in the New York City area.

In this episode we talked to Tina about co-ops and condos, key things to consider before investing in places with a co-op/condo board, how the finances work with co-ops/condos, and Tina’s book “Living the High Life”.

Announcement: You can join the Apartment Investing Mastermindhere for just $89/month.

Optimizing the Board;

00:00 Tina’s background;

05:03 Co-ops VS. Condos;

10:27 Key things to consider before investing in places with a co-op/condo board;

14:29 Finances in co-ops/condos;

18:08 Tina talks about her book;;

20:40 Being proactive with your co-op/condo board;

24:10 Round of insights

Announcement: Download Our Sample Deal and Join Our Mailing List

Round of Insights

Apparent Failure: Her experience in Wall Street.

Digital Resource: Asana.

Most Recommended Book: Never Eat Alone.

Daily Habit: Writing down three daily tasks the night before.

#1 Insight for Optimizing the Board: Run it like a business.

Best Place to Grab a Bite in Manhattan: The Boathouse.

Contact Tina:

https://www.thefolsongroup.com/

Click here to download Tina’s book “Living the High Life”.

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.

Ashland Capital’s team is led by Alix Kogan, an industry veteran with 20+ years of successful real estate operations and $500mm worth of transactions under his belt. Alix has been involved in all facets of real estate, construction, and development since he embarked on his career in real estate over 20 years ago. Alix’s career began in Colorado through the start of his high-end construction company, Kogan Builders, Inc (KBI). Alix grew the business to become the largest and most successful single-family, mixed-use, townhome, condo, and small subdivision construction company in Southwest Colorado, which he ultimately sold and realized a successful exit. Over the last five-years, Alix has divested most of his single-family and smaller commercial assets to focus strictly on multifamily and has been successful doing so through his twelve acquisitions as a general partner. Currently, Alix owns over 1,500 units and over 1,250 beds as a GP.

With over 18 years of experience, Greg Bronson is a seasoned professional in residential property sectors, including student housing, multifamily, and senior housing. He has closed over $2 billion in transactions, demonstrating expertise in acquisitions, refinancings, and recapitalizations. Greg, an Adjunct Professor at NYU, has held key roles at Saxum Real Estate, Safanad, Ash Real Estate, and Red Oak Acquisitions, showcasing a diverse skill set in real estate investments and strategy. A Princeton University graduate in Political Economy, Greg brings extensive industry knowledge to the forefront.

In this episode, we talked to Alix and Greg about their scaling into larger real-estate, commercial scale residentials, markets to invest in, resources to check that are trustworthy, and much more.

Announcement: You can join the Apartment Investing Mastermindhere for just $89/month.

Investing markets;

01:52 Alix and Greg’s background;

04:24 Alix's journey scaling into larger real-estate;

06:35 Investing in commercial scale residential;

08:43 Determining which market to invest in;

13:33 Trustworthy resources;

19:07 Uncovering the true motivation of sellers;

22:53 What's on the horizon;

35:39 Round of insights

Announcement: Download Our Sample Deal and Join Our Mailing List

Round of Insights

Apparent Failure: Getting too aggressive on exit capital.

Digital Resource: Costar.com

Most Recommended Book: Books regarding nutrition, supplements and well being.

Daily Habit:

Alix: Mapping out short, medium and long term goals.

Greg: Mindfulness: coffee and family time in the morning.

#1 Insight for investing in an uncertain economy: Properly knowing and understanding the market, and the economy.

Best Place to Grab a Bite:

Alix: Thai Inbox

Greg: Hirame Sushi

Contact Alix and Greg:

https://ashlandcapitalfund.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 Davis is a seasoned professional in the rental industry, dedicated to empowering individuals to achieve their dreams of building passive income. With a passion for writing and online education, Brian not only imparts knowledge but also co-founded a groundbreaking rental automation service, marking a significant milestone in the industry.

Today, Brian is the head of SparkRental. A real estate education and investing platform that helps regular people learn about real estate and invest. Drawing on his extensive experience, Brian previously managed an e-commerce company that witnessed remarkable growth during his eight-year tenure, evolving from a startup to an international corporation. Before joining ezLandlordForms, Brian played a pivotal role in acquiring, managing, renovating, and marketing real estate portfolios for a private equity firm. His multifaceted expertise positions him as a valuable resource for anyone seeking insights into the rental and real estate landscape.

In this episode, we talked to Brian about his tips on diverse investment approaches, the investment landscape, the importance of community-driven approaches, launching an investment club, and much more.

You can join the Apartment Investing Mastermind here.

Investment Diversification;

02:29 Brian’s background;

04:50 What's SparkRental platform currently looking for;

08:28 Tips on different investment approaches;

13:15 Why their minimum requirements are lower;

16:12 Brian's insight on the investment;

19:34 An insight on the community approach;

25:02 An insight on launching an investment club;

27:35 Round of insights.

Announcement: Download Our Sample Deal and Join Our Mailing List

Round of Insights

Apparent Failure: Not learning how to screen or analyze properly, while getting into the investment journey the first time.

Digital Resource: Evernote and Calendly.

Most Recommended Book: Personal Success Made Simple.

Daily Habit: Working out daily and eating healthy with a proper sleep cycle.

#1 Insight for diversifying investments: Dollar Cost Averaging: Investing the same amount every week.

Best Place to Grab a Bite: Chicharrón sandwiches in Lima, Peru.

Contact Brian:

https://sparkrental.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.

Ray Hightower is a commercial real estate investor and tech company founder operating in the Arizona. Hightower started and ran his technology company for over two decades before selling the company and launching Bridgetown Partners. Bridgetown buys commercial real estate in Arizona, Tennessee, and Texas, with a special focus on 50- to 150-unit multifamily properties.

In this episode, we talked to Ray about his current investment portfolio, the state of markets in Arizona, ROIClear, the development of his investing strategy, similarities between the tech and real estate market, and much more.

Announcement: You can join the Apartment Investing Mastermindhere for just $89/month.

Arizona, Tech, and Multifamily;

02:22 Ray’s background;

03:10 Similarities between the tech and real estate market;

05:11 Ray's investment portfolio today;

08:16 State of the markets in Arizona;

13:12 The future of B & C class apartment spaces;

15:32 Where opportunities lie;

19:33 Ray's podcast: ROIClear;

21:43 How Ray developed his investing strategy;

25:17 Round of Insights.

Announcement: Download Our Sample Deal and Join Our Mailing List

Round of Insights

Apparent Failure: Learning all aspects of the market while beginning to work in the commercial real estate sector 30 years ago.

Digital Resource: ChatGPT.

Most Recommended Book: 10x Is Easier Than 2x.

Daily Habit: Working out, praying, and reviewing his vision board.

#1 Insight for driving the ROI: Having a successful team, and each member of the team working in the areas that complement each other.

Best Place to Grab a Bite: First Watch.

Contact Ray:

[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.

A self-proclaimed “fancy pants” business consultant who has worked directly with more than 5,000 entrepreneurs over a 15-year career, Josh Thomas has developed and honed a particular set of skills that have helped many of his clients 2X their business growth in 90 days or less. He is the founder of Factor One, a unique business advisory for service-based entrepreneurs looking for that extra layer of support to level up quickly. He’s the host of The Do Zone Podcast and also runs a popular weekly entrepreneur discussion panel called BYOB Lunch Club.

In this episode, we talked to Josh about common challenges entrepreneurs face, his journey in consultancy, the importance of discerning whose advice to follow, insights from his own personality test, and much more.

Announcement: You can join the Apartment Investing Mastermindhere for just $89/month.

Advice for Entrepreneurs;

02:38 Josh’s background;

04:36 Challenges that entrepreneurs face;

10:00 Josh's consultancy journey;

14:53 Whose advice should an entrepreneur take;

18:29 Common advice for different types of businesses;

23:48 Josh's personality test;

27:45 Round of insights.

Announcement: Download Our Sample Deal and Join Our Mailing List

Round of Insights

Apparent Failure: Being laid off from his previous consulting job.

Digital Resource: Facebook Messenger.

Most Recommended Book: Atomic Habits.

Daily Habit: Planning the weekly goals every morning with one’s team.

#1 Insight for getting focused as an entrepreneur: Having a destination.

Best Place to Grab a Bite: Terry Black’s Barbeque.

Contact Josh:

[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.

In 2019, Ruben Greth partnered with a local syndicator on the acquisition of 190 Units, and has since become a fund manager who is building a 98 unit housing subdivision in Louisiana, a 154 unit housing subdivision in Alabama and partnering with multiple select syndicators bringing equity, advisory and investor management. He primarily uses Regulation D. Exemption 506(c) in his deals including ones discussed here.

He has partnered in $5M of capital raising partnerships. He got his start by bringing joint venture capital to successfully raise $625K for small Multifamily deals during the post crash buying frenzy in Phoenix.

In this episode, we talked to Ruben about his podcast, the “Capital Raiser Show”, his insights on the Phoenix, Arizona market, his recent endeavors, successful partnerships in the market, and much more.

Announcement: Join the Apartment Investing Mastermindherefor only $89/month.

Raising Money and Building Successful Partnerships;

02:38 Ruben’s background;

07:35 The Capital Raiser Show;

17:49 An insight on the Phoenix, AZ market;

27:41 Where Ruben's focused on these days;

33:07 Round of insights

Announcement: Download Our Sample Deal and Join Our Mailing List

Round of Insights

Apparent Failure: His first partnership.

Digital Resource: Kindle.

Most Recommended Book: The Science of Getting Rich.

Daily Habit: Creating and reading his intention statement.

#1 Insight for raising capital: Making friends, and being more visible to potential partners.

Best Place to Grab a Bite: La Pinata.

Contact Ruben:

https://capitalraisershow.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.