Multifamily Insights

Thomas Castelli is a Tax Strategist and investor who helps real estate investors keep more of their hard-earned dollars in their pockets and out of the government’s. Over his tax career, he has worked 1-1 with 100+ investors to help them reduce their tax bills.

On the investing side, he was on the sponsorship team of an 82-unit apartment community and has invested in multiple syndicates/funds as an LP.

In this episode we talked to Thomas about his insights on passive investing, tax benefits of commercial real estate, practical tips on tax strategies, ensuring investor success, bonus depreciation in regards to what the future holds, and much more.

Announcement: You can join the Invest Beyond Multifamily Conference here.

Strategic Investments;

01:58 Thomas’ background;

04:45 Passive investing as an LP;

06:21 Multifamily vs. stock market

08:49 Tax benefits in commercial real estate;

15:50 Future outlook on bonus depreciation;

17:16 Why you don’t need the “real estate professional” status;

21:06 The benefits of investing;

23:48 Making sure of the investor’s success;

26:02 Tips on investing and tax strategies;

29:56 Round of insights;

Announcement: Download Our Sample Deal and Join Our Mailing List

Round of Insights

Apparent Failure: Working on recruiting to build a network for investments.

Digital Resource: Audible

Most Recommended Book: Atomic Habits

Daily Habit: Reviewing the tasks of the next day every night.

#1 Insight for Diving into Managing Investor Relationships: Don’t overlook the importance of Partial Asset Disposition.

Best Place to Grab a Bite: Texas Roadhouse

Contact Thomas:

To learn more go to www.therealestatecpa.com

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Lauren Brychell is the Investor Relations Manager for Spartan Investment Group, LLC. In this role, Lauren brings her skills in capital raising and self-storage investing to assist the team with capital raise projects and investor education. Lauren graduated from Belmont Abbey College with a bachelor’s degree in Business Management with a concentration in Marketing and a minor in Entrepreneurship.

In this episode we talked to Lauren about how to market real estate, what makes self-storage great for investors, metrics to pay attention for when finding self-storage deals, managing properties from a distance, common questions that investors ask and much more.

Announcement: You can join the Invest Beyond Multifamily Conference here.

Investor Relationships & Self Storage;

00:00 Lauren’s background;

02:59 How do I market real estate;

04:33 The investor experience;

08:26 Metrics to pay attention for when finding self-storage deals;

11:41 The key to long term value-add;

13:20 Managing properties from a distance;

15:57 What’s next for Spartan Investment Group;

18:20 Common questions investors ask;

Announcement: Download Our Sample Deal and Join Our Mailing List

20:15 Round of Insights

Apparent Failure: A hotel contract that didn’t work.

Digital Resource: Audible

Most Recommended Book: Think and Grow Rich

Daily Habit: Sleeping a lot.

#1 Insight for Diving into Managing Investor Relationships: Being your honest self.

Best Place to Grab a Bite to Denver: Perdida Kitchen

Contact Lauren:

To learn more go to spartan-investors.com/investors

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Meet Jessie Dillon, the entrepreneur rewriting the rules of real estate. Hailing from Hopedale, MA, Jessie's journey is a testament to relentless ambition. From Beauty to Real Estate: In 2021, Jessie transitioned from beauty to real estate, driven by a hunger for financial independence. Her timeline reads like a whirlwind - closing her first duplex in 2022, followed by a lucrative short-term rental deal and a savvy househack. In July 2023, she secured a 13-unit multifamily property and launched a profitable joint venture deal.

In this episode we talked to Jessie about her transition into real estate, her first deal in today’s tight market, partners and the vetting process, what her portfolio looks like today, and the power of social media.

Announcement: Join the Invest Beyond Multifamily Fall Conference here.

Partnerships;

00:00 A transition into real estate investing;

05:29 A first deal in a tight market;

08:24 Partners & The vetting process;

13:28 Jessie’s portfolio today;

14:34 The power of social media;

Announcement: Join our Apartment Investing Mastermind

19:15 Round of Insights

Apparent Failure: Not being as profitable with her short-term rental as expected.

Digital Resource: Social media

Most Recommended Book: Discovering Your Dharma

Daily Habit: Sleeping a lot.

#1 Insight for Diving into Partnerships: Treat it like dating. You wouldn’t get engaged on the second phone call.

Best Place to Grab a Bite to Massachusetts: Monahan's Clam Shack

Contact Jessie:

You can find Jessie on Instagram.

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.

Jeff Greenberg is the CEO and Managing member of Synergetic Investment Group, LLC (SIG). For over 12 years he has managed all aspects of commercial real estate ownership including acquisitions, investor relations, operations, value add implementation, and dispositions.

Through SIG Wealth Fund, a diversified and customizable Equity Fund, SIG provides the opportunity for high net worth individuals to passively invest in Commercial Real Estate with best in class Commercial Deal Syndicators. Jeff uses his extensive experience and network to help investors to discover and invest in high quality alternative investments Jeff has been involved in projects worth nearly $150 million consisting of over 2000 units. He has been involved with stabilized and value add properties including Student Housing, as well short term rental, and Market Rate MF properties.

In this episode we talked to Jeff about how to qualify strategic partners and their importance, why you should invest in a private equity fund, what’s a customizable fund and how it helps you to choose between cash flow and appreciation and much more.

Announcement: Join our Apartment Investing Mastermind

Customizable Funds;

00:00 Jeff’s background;

04:00 Investing in people & Giving up the control;

08:32 Qualifying strategic partners;

11:18 What’s a private equity fund and why you should invest in it;

14:51 Why people invest in customizable funds;

16:41 Being hands on to passive investing;

18:05 Cash flow vs. Appreciation;

19:45 Advice for those just starting out;

Announcement: Download Our Sample Deal and Join Our Mailing List

22:25 Round of Insights

Apparent Failure: His first deal.

Digital Resource: ActiveCampaign

Most Recommended Book: The Hands-Off Investor

Daily Habit: Making a priority list for the next day before he goes to bed.

#1 Insight for Raising Capital in a Fund: Help people and answer questions.

Best Place to Grab a Bite to California: Home cooked meals

Contact Jeff:

To learn more go to synergeticig.com. You can find Jeff on LinkedIn.

Listen to the episode with Brian Burke here.

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David Lecko is the founder and CEO of DealMachine, the highest-rated mobile app to help real estate investors find off-market deals.

David created DealMachine in 2017 when he was new to real estate investing himself. He knew from reading that the best way to find off-market deals was to go driving for dollars and send direct-mail. He drove around, manually wrote down the addresses of distressed properties, and sent mail to the addresses he wrote down. One day, he realized he missed out on a deal because he failed to follow up with his leads. He knew he needed a solution to automate the process. So he wrote the first line of code that became DealMachine. Shortly after, he acquired his first rental property through driving for dollars and went on to build a $2 million rental portfolio with the DealMachine app.

David also co-hosts the DealMachine Real Estate Investing Podcast, which helps listeners start their journey to financial freedom through real estate.

In this episode we talked to David about how he got into real estate, building successful partnerships, challenges that investors face when it comes to acquisitions of off-market properties, why a seller would choose to sell off-market, off-market VS. listing with a broker and what makes DealMachine unique in the space.

Announcement: Join our Apartment Investing Mastermind

Off-market Deals;

00:00 A true motivation to get started in real estate investing;

10:55 Building a successful partnership;

15:38 Main challenges when it comes to acquisitions of off-market properties;

22:16 Why would a seller choose to sell off-market;

28:13 Off-market VS. Listing with a broker;

21:20 What makes DealMachine unique in the space;

Announcement: Download Our Sample Deal and Join Our Mailing List

33:00 Round of Insights

Apparent Failure: Thinking that pleasing your boss is the way to make more money in his corporate job.

Digital Resource: ZoomOffers

Most Recommended Book: Humor Seriously

Daily Habit: Working out

#1 Insight for Finding Off-Market Deals: Talk to somebody in your market who’s had success and be persistent on finding the deals.

Best Place to Grab a Bite to Eat: Pasta Bar

Contact David:

To learn more go to dealmachine.com. You can find David on LinkedIn.

Check out the DealMachine Podcast 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.

Taylor Loht is an experienced Multifamily and Self Storage real estate investor, who decided to break into real estate in 2015 following Wall Street's major correction that year. In the time since he made the shift, Taylor has acquired, invested in, partnered on, or otherwise had a hand in over $250 million dollars in Multifamily & Self Storage Real Estate Investment Deals.

He teaches others how to build passive income through real estate investing and the personal finance concepts of the FIRE movement. He focuses on real estate because it has features and a track record unlike any other asset class. He’s also knowledgeable about real estate syndication, multifamily investing, self storage, turnkey real estate, personal finance, and other financial independence related topics.

In this episode we talked to Taylor about what his multifamily portfolio looks like today, his shifting approach to investing in apartments, why it’s difficult to find a good deal in self-storage, how hiring and podcasting helped him grow, and why he became a licensed broker-dealer.

Announcement: Join our Apartment Investing Mastermind

Creating Opportunities;

00:00 A need for updating Taylor’s bio ;

03:55 A shifting approach to investing in apartments;

07:58 Why it’s difficult to find a good deal in self-storage;

11:03 Creating an opportunity through hiring & podcasting;

17:13 Buying your time - Rewards & what’s holding you back;

21:20 How becoming a licensed broker-dealer can help;

25:30 What’s a broker-dealer;

Announcement: Download Our Sample Deal and Join Our Mailing List

28:15 Round of Insights

Apparent Failure: Coming up short with a deal.

Digital Resource: ActiveCampaign

Most Recommended Book: Crucial Conversations

Daily Habit: Training Brazilian Jiu-Jitsu

#1 Insight for Raising Capital for Real Estate: Help people and answer questions.

Best Place to Grab a Bite to Richmond: Goatocado

Contact Taylor:

To learn more go to ntcapitalgroup.com or investwithtaylor.com

Click here to listen to the previous episode we did with Taylor. You can find the book The Strangest Secret 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.

After 15 years owning national commercial and local residential construction/remodeling companies, Jake Harris created BuildWallet, a payment platform that eliminates STRE$$ and restores TRU$T and $PEED for any project. His company NextGen Tech combines Banking + Blockchain under industry framework.

In this episode we talked to Jake about BuildWallet, an app that combines Banking + Blockchain to make it easier for investors, project managers, and contractors. We get in the nits of how the technology works and how it’s going to change the future.

Announcement: Join our Apartment Investing Mastermind

Project Management with Blockchain;

00:00 A more effective way;

05:20 BuildWallet - How it helps investors and project managers;

07:34 Who is BuildWallet for;

09:13 Transparency & Accountability;

11:28 How BuildWallet works for contractors and project managers;

12:41 Construction to residential

16:08 Building into the future - Banking & Blockchain

Announcement: Download Our Sample Deal and Join Our Mailing List

20:22 Round of Insights

Apparent Failure: Not taking venture capital.

Digital Resource: Smart Contracts

Most Recommended Book: Traction

Daily Habit: Pray

#1 Insight for Project Management: Don’t leave the meeting without talking about three things: scope, schedule and budget.

Best Place to Grab a Bite in Raleigh: The Raleigh Barbeque

Contact Jake:

To learn more go to www.buildwallet.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.

While working in corporate, Sandhya Seshadri saw firsthand how people dedicate so much of themselves to work, while simultaneously missing out on crucial opportunities to protect and grow their wealth.That’s why she loves spreading knowledge about the power of passive investments in multifamily real estate. You get to leverage her knowledge and experience in management, versatility, and metrics-focused investment decisions, so you too can do what it takes to take control of your financial future and build a legacy for your family.

In this episode we talked to Sandhya about the great tax benefits of real estate, top questions to ask whenever you are evaluating a deal, the things you’ll find out when you transition to the active side, the ins and out of asset management, and the book she co-authored “Next Level Your Life”.

Announcement: Join our Apartment Investing Mastermind

Asset Management;

00:00 Stocks to real estate investing;

03:54 Great tax benefits;

05:26 Top questions to ask whenever you are evaluating a deal;

08:45 The things you’ll find out when you transition to the active side;

21:32 Asset management and property management;

25:50 “Next Level Your Life”

Announcement: Download Our Sample Deal and Join Our Mailing List

27:13 Round of Insights

Apparent Failure: Thinking that she could raise money from friends and family easily.

Digital Resource: Calendly

Most Recommended Book: Atomic Habits

Daily Habit: Time blocking

#1 Insight for Asset Management: Make sure your property management company and your on site personnel are bought into your business plan and believe in your vision.

Best Place to Grab a Bite to Dallas: Uncle Julio’s

Contact Sandhya:

To learn more go to www.engineered-capital.com. Click here to get the book.

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.

Fernando Angelucci is the Co-Founder and CEO of Self Storage Syndicated Equities, a real estate investment firm with a portfolio of $250M+ built over the past four years. They specialize in self-storage investments, purchasing existing cash-flowing assets, and building ground-up facilities nationwide. Before getting into self-storage, Fernando worked as an engineer at Dow Chemical, a Fortune 50 company, where he rolled out a flagship product estimated to gross $1B in global revenues. After a year, he left this lucrative job, and the night after he quit, he applied for 64 credit cards. He received approval for 12 and used the cards to raise $97,000 to begin his real estate investing career. He was in his early 20s at the time, and this was the only way he could think of to get capital without turning to his parents. Before turning 30, he owned a multi-million dollar portfolio of residential properties covering the Midwest, which he sold in 2018 to focus on self-storage.

In this episode we talked to Fernando about finding your niche, reasons for transitioning to this industry, comparing self-storage to retail, how he created impressive deal flow in, and showcasing how he built a $220 million portfolio.

Announcement: Join our Apartment Investing Mastermind

Self Storage 101;

00:00 Finding your niche;

04:41 Some good reasons to transition into self-storage;

10:23 Self-storage VS. Retail;

14:25 Wholesaling in self-storage;

25:19 $220,000,000 portfolio;

Announcement: Download Our Sample Deal and Join Our Mailing List

24:05 Round of Insights

Apparent Failure: Rushing a multifamily deal.

Digital Resource: Audible

Most Recommended Book: Traction

Daily Habit: Time blocking

#1 Insight for Building a Self-storage Portfolio: Never burn bridges.

Best Place to Grab a Bite to Eat in Chicago: Fogo De Chao

Contact Fernando:

To learn more go to ssse.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.

Based out of Fargo, ND, Kyle is the Founder of Passive 25K Group—a company with a mission to build wealth through passive income for ourselves and others. And the belief that, once financial freedom is achieved, you can truly start making decisions based on merit, not money, and start spending your time solving the problems that fascinate you. With The Passive 25K Podcast, Passive Income University, and Cashflow Coaching, Kyle brings his real life experience to the table. Creating a community of people all marching toward their passive income vision. Kyle believes financial freedom can be better completed together than apart.

In this episode we talked to Kyle about his story in investing, his platform The Passive 25k Group, the importance of having a bigger goal and a vision, how community and giving plays a role in success and how multiple income streams can help.

Announcement: Join our Apartment Investing Mastermind

If There's a Road, There's a Way

00:00 If there is a road, there is a way;

07:40 Leverage & High interest rates;

09:32 The Passive 25k Group;

14:03 Having a bigger goal and a bigger vision;

17:44 The importance of community;

20:19 Five income streams at $5k get you to $25,000;

Announcement: Download Our Sample Deal and Join Our Mailing List

24:05 Round of Insights

Apparent Failure: His spending approach earlier in his career.

Digital Resource: Boomerang for Gmail

Most Recommended Book: Profit First

Daily Habit: Reading the Bible

#1 Insight for Creating Multiple Streams of Income: You have to have your GPS set on the exact door you want to knock on.

Best Place to Grab a Bite to Eat in Fargo, North Dakota: Crisp & Green

Contact Kyle:

To learn more go to www.p25kg.com. Click here to listen to Kyle’s podcast.

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.