Ian Djuric
Bio:
The Djuric Family is located in the DC Metro Area and has an ownership interest in over 3000+ multifamily units. Ian owned/managed four highly successful waste management companies. Each firm he launched was repositioned then sold to competitors or private equity. He continues to grow and efficiently run the family office’s real estate holdings.
Key Insights:
- How a family office generates deal flow
- What family offices look for in a real estate sponsor
- Key metrics a family office looks at when evaluating a deal
Book Recommendations:
Fanatical Prospecting – Jeb Blount
Contact Information:
Website: www.djuricfamilyoffice.com
Oscar Buendia
Bio:
Oscar Buendia is a US air force Captain, and co-founder of REI Brothers and GoodDay Capital. His Real Estate Investing Firm syndicates and Joint ventures in apartment buildings.
Key Insights:
- Jumping from single family to multifamily investing
- The importance of multifamily investing education
- Insights into closing your first multifamily investment
Book Recommendations:
Raising Capital For Real Estate – Hunter Thompson
Contact Information:
Linkedin: Search “Oscar Buendia”
Instagram: @REI_Brothers
Facebook: REI Brothers
Website: www.Gooddaycapital.com
Ruben Greth
Bio:
He has a track record of raising money for small multifamily deals through various social media platforms, he is the host of the popular podcast “The Capital Raiser Show Podcast”, and he is the Capital manager for the real estate syndication group based out of Phoenix called Bakerson.
Key Insights:
- Why is multifamily such as strong asset class
- The advantages of passive investing in multifamily
- The various ways to raise capital for multifamily acquisitions
Book Recommendations:
Apartment Syndication Made Easy – Vinney Chopra
Contact Information:
Linkedin: Search “Ruben Greth”
Instagram: @capitalraiser
Email: ruben@bakerson.com
Podcast: www.capitalraiser.com
Sam Bates
Bio:
Sam Bates is a partner of Trinity Capital Group that is based in the Dallas Fort Worth area. Sam’s background is in financial services, state and local taxes, and real estate. He has been directly involved in the acquisition, rehabilitation, disposition, and management of around $75 million dollars in multifamily and single-family real estate since 2009.
Key Insights:
- Insights into being a passive investor
- Physical occupancy vs. economic occupancy
- How to conduct a financial underwriting on a property
- How to underwrite deals conservatively
Book Recommendations:
Am I Being Too Subtle? – Sam Zell
Contact Information:
Phone Number: 972-855-7654
Email: sam@trinitycapitaltexas.com
Chris Grenzig
Bio:
He focuses on managing, sourcing, evaluating, and acquiring new assets for Toro’s Multifamily Portfolio. Also, he contributes substantially to capital raising, negotiating joint ventures, financings, and dispositions. Chris has been with Toro since 2016 and has contributed to over 2600 units acquired worth over $155 mil.
Key Insights:
- How to develop a value-add business plan
- How to research the market to know what type of business plan to implement
- How the property manager and asset manager work hand-in-hand
- How to find the best property managers
- What KPI’s to look for as an asset manager
Book Recommendations:
Quitting Like a Millionaire - Kristy Shen, Bryce Leung
The Best Ever Apartment Syndication Book - Joe Fairless
Contact Information:
Instagram or Linkedin: Search “Chris Grenzig”
Podcast: The Real Estate Investing Experience
Podcast Website: TheREIexp.com
Hunter Thompson
Bio:
Hunter is the Founder of Asym Capital, a real estate private equity firm. He has raised more than $35 million in private capital and 10 years of real estate experience with over $100M of assets under management.
Key Insights:
- How to raise capital using Hunter’s framework of: attract, educate, nurture, close
- How to create educational content in a scalable manner
- Hunter gives details about his capital raising summit about how to raise 5 Million Dollars in 30 Days
Book Recommendations:
Double Double - Cameron Herold
Contact Information:
Website: www.5millionin30days.com
Mo Bina
Bio:
Mo is the Managing Principal and Founder of High-Rise Capital. He setup his company to help clients invest in passive income opportunities. He loves helping others learn about commercial real estate and how this unique asset class can help them reach financial freedom and create generational wealth. He and the Team at High-Rise Capital provide investors with strategic and innovative educational content.
Key Insights:
- What makes multifamily real estate such a great asset class
- How real estate is a hedge against inflation
- How to underwrite a multifamily property
Book Recommendations:
Cash Flow Quoadrant - Robert Kiyosaki
Rich Dad Poor Dad - Robert Kiyosaki
Tax Free Wealth - Tom Wheelright
Loopholes of Real Estate - Garrett Sutton
Contact Information:
Website: high-risecapital.com
Access Mo’s e-book and newsletter on his website
Spencer Hilligoss
Bio:
He is a full time real estate investor that helps passive investors deploy capital into storage and multifamily syndications with vetted sponsors and vetted deals.
His company, Madison Investing, has co-sponsored deals totaling more than 5000 units for more than $600M. Spencer invests in syndications as an LP and actively leads Madison Investing alongside his Co-founder - Jennifer Morimoto.
In November 2019, Spencer “retired” from his lucrative technology career and now, he is focused on spending time with loved ones and growing Madison Investing by helping passive investors achieve their goals.
Key Insights:
How to conduct due diligence on a real estate management team
How to underwrite a multifamily deal as a passive investor
Book Recommendations:
Rich Dad Poor Dad - Robert Kiyosaki
Essentialism - Greg McKeown
Contact Information:
Website: madisoninvesting.com
Linkedin: Spencer Hilligoss
Anthony Scandariato
Bio:
Prior to forming Red Knight Properties, Anthony, graduated from Cornell University, was a Co-Founder in Ridgeview Partners. He specialized in the retail space with a vertical model that provided flexibility to serve multiple customer segments with similar product lines through retail, wholesale, and production contracting channels. He Acquired and developed growth of 110+ retailers within first-year operations. He later moved on to Acquisitions & Asset Manager Vice President for Vision Properties, where he was directly involved and responsible for sourcing, negotiation, and managing the acquisition of $594MM of Class A office assets.
Key Insights:
- conducting due diligence on mixed-use properties
- keys to underwriting mixed-use properties
- how to add value to mixed-use properties
- keys to being an effective asset manager
Book Recommendations:
Rich Dad Poor Dad - Robert Kiyosaki
Contact Information:
Website: redknightproperties.com
Matt Faircloth
Bio:
Matt Faircloth is the President of the real estate investment firm, the Derosa Group. Under Matt’s leadership, DeRosa has completed over 30 million in real estate transactions involving private capital including fix and flips, single family home rentals, mixed use buildings, apartment buildings, office buildings, and tax lien investments. Matt has an extensive expertise in connecting passive investors to lucrative investment opportunities through syndications, private loans and joint ventures. He is the author of the very popular book “Raising Private Capital - Building your Real Estate Empire Using other Peoples Money”.
Key Insights:
- How to manage the growth of your real estate portfolio
- How to effectively raise capital and work with private investors
- How to present an opportunity to investors
- Deal structuring: joint ventures and syndications
Book Recommendations:
Rich Dad Poor Dad - Robert Kiyosaki
Cash Flow Quadrant - Robert Kiyosaki
Contact Information:
Website: derosagroup.com
Jorge Abreu
Bio:
Jorge Abreu has been Investing in Real Estate for over 14 years now. He is currently an Active & Passive Full Time Multifamily Real Estate Investor. He has 1,720 Doors on the GP side & over 1,400+ doors on the LP side. He is the CEO of Elevate Commercial Investment Group and also owns a construction company, JNT Construction, that focuses on helping Multifamily Investors with their full renovations.
Key Insights:
- How Jorge’s background in engineering has helped him in his real estate investing
- Why Jorge started passively before being an active multifamily syndicator
- The benefits of passive investing
- How Jorge has utilized his construction knowledge and company to have success in real estate investing
- How to make sure that a value add, CapEx project goes according to plans
- How to coordinate a renovation project while working alongside a property manager
Book Recommendations:
The E-Myth Real Estate Investor - Michael Gerber
Contact Information:
Website: ElevateCIG.com
Email: jorge@elevatecig.com
Travis Watts
Bio:
He is a full-time passive investor. He has been investing in real estate since 2009 in multi-family, single-family and vacation rentals. Travis is also the Director of Investor Relations at Ashcroft Capital. He dedicates his time to educating others who are looking to be more "hand's off" in real estate.
Key Insights:
- What is means to be a full time passive investor. “A day in the life of a passive investor”
- The most important things to looks at when reviewing passive investment opportunities
- Doing due diligence on a management team
- The key things to look at when selecting a market to invest in
- The key things to look for on a property
- How to review a private placement memorandum
Book Recommendations:
The Hands Off Investor - Brian Burke
Contact Information:
15 Minute Call With Travis: www.ashcroftcapital.com/connectwithtravis
Instagram: @passiveinvestortips
Brian Briscoe
Bio:
Brian serves in the United States Marine Corps
He is a co-founder of Four Oaks Capital, a multifamily real estate syndication firm
Is the Host of Diary of An Apartment Investor Podcast
Key Insights:
• Brian’s journey as an officer in the United States Marine Corps to multifamily real estate investor
• The actions that Brian took to acquire his first multifamily deal
• How Brian built a strong multifamily investing team
• Brian shares the target markets that he focuses on
Book Recommendations:
Raising Capital for Real Estate - Hunter Thompson
The Seven Habits of Highly Effective People - Stephen Covey
Contact Information:
Website: www.fouroakscapital.com
Podcast: Diary of An Apartment Investor
Abel Pacheco
Bio:
- Abel & his wife have been investing in real estate since 2008
- He’s Invested in $93MM of Commercial Real Estate, 865 doors across 5 multifamily apartment complexes.
- Where he is the GP/Principal in ~400 doors, and LP/Passive investors in ~400 doors
Key Insights:
• How Abel transitioned from single family to multifamily investing
• How Abel overcame the limiting belief and got educated on multifamily real estate
• The target markets that Abel focuses on and why he likes them
• How to source good quality deals
Book Recommendations:
How to Win Friends and Influence People - Dale Carnegie
Contact Information:
Website: 5TCRE.com
Ebook: 5TCRE.com/ebook
Yonah Weiss
Bio:
Yonah is Regional Business Director of Madison SPECS, a division of Madison Commercial Real Estate Services. Renowned for his knowledge in cost segregation, Mr. Weiss is a sought after resource throughout the Commercial Real Estate industry.
In addition to having saved his clients tens of millions of dollars in taxes, Mr. Weiss uses his unique ability to interact and connect with professionals and the layman alike to build strategic partnerships in the marketplace, creating win-win situations for all.
Mr. Weiss has hosted, or been a guest, on dozens of podcasts discussing the details of the cost segregation process, and the benefits for investors and owners of real estate.
Key Insights:
• Why Yonah got involved in real estate
• What is cost segregation and what we need to know about it as real estate investors
• What is depreciation and why it’s important to real estate investors
• When a cost segregation study should be done
Book Recommendation:
Best Ever Apartment Syndication Book – Joe Fairless
Contact Information:
Linkedin: Yonah Weiss
Website: yonahweiss.com
Adam A. Adams
Bio:
He started investing in real estate in 2005. After repositioning his first apartment community in 2007 (from a $2MM value to $4MM value in 12 months) as a property manager, Adam bought his first multifamily apartment building. Since then, Adam has managed several single family fix & flips, and holds over 1,400 multifamily rental doors. Adam is the organizer of Colorado’s most active real estate group, and he hosts the Creative Real Estate Podcast.
Key Insights:
• Why multifamily and why investors should be looking at it as a stable asset class
• Some of the steps someone can take to get into the competitive multifamily industry
• The 3 pillars of influence to be successful in marketing within the multifamily industry
• The markets that Adam is focusing on and why he likes those markets
• Adam gives an overview of a deal that didn’t go smoothly
Book Recommendations:
Traction – Gino Wickman
What the Heck is EOS – Gino Wickman
Rocket Fuel – Gino Wickman
Contact Information:
Raising Money Summit: raisingmoneysummit.com
Coaching for Raising Capital: raisingmoneycoach.com
Reed Goossens
Bio:
Reed is a Real Estate entrepreneur with 8 years’ experience in structural engineering, project management, design and real estate acquisitions. I combine my technical engineering background with my passion for real estate development and investing. He’s has $250 million worth of real estate under management. His Experience includes: - Project Engineering Manager of various multi story high rise construction - Raising private capital to fund projects and new developments - Implementing different investing strategies to increase the value of the asset - Construction scheduling, planning and risk assessment
Key Insights:
• How Reed go started in multifamily investing after moving from Australia to the US
• Some of the challenges Reed has faced in his investing career
• The importance of having a long term mindset when investing in multifamily
• How Reed is finding good multifamily deals in this competitive marketplace
• Reed highlights a specific deal that he acquired and managed
Book Recommendations:
Key Person of Influence – Daniel Priestley
Contact Information:
Email: info@reedgoossens.com
Website: reedgoossens.com
Company Website: wildhorncap.com
Bruce Wuollet
Bio:
Bruce is the founder, visionary and the current owner of Bakerson. He has a proven track record of success throughout Bakerson’s nearly 18 years in business with thousands of individual units bought, repositioned and sold. Bruce has overseen all aspects of the business including operations, acquisition, project leadership, equity fund management, property specific syndications, legal, finance and more. His focus is finding good deals while his passion is serving the residents by providing them with one of their basic human needs – shelter. Prior to launching Bakerson in 2002, he served on the acquisition team at a Phoenix-based real estate investment company.
Key Insights:
• How Bruce got started in multifamily investing
• Bruce’s journey in wholesaling multifamily properties
• Using multiple strategies to source strong acquisition opportunities
• Some of the KPI’s and criteria that Bruce looks for when underwriting deals
• Some of the due diligence steps that are taken when inspecting an asset
• How to budget and prepare for vacancies during a value add business plan
• How Bruce decides if he should sub-contract the renovations or manage the reno internally
• Some of the challenges faced by managing a renovation internally
• Some of the key areas that Bruce is investing in within Arizona
Book Recommendations:
Relentless – Tim Grover
Contact Information:
Email: bruce@bakerson.com
Phone Number: 520-808-9111
Website: bakerson.com
Jeremy Roll
Bio:
Jeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 70 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash flowing investments in real estate and businesses. Jeremy is also the co-Founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 with the goal of facilitating networking and learning among real estate investors in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 30,000 members. Jeremy has an MBA from The Wharton School, is a licensed California Real Estate Broker (for investing purposes only), and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US.
Key Insights:
- Why Jeremy originally started as a passive investor in real estate
- Why Jeremy likes multifamily as an asset class
- How Jeremy learned every aspect of real estate investing
- Some of the most important aspects when analyzing a real estate investment opportunity
- How to conduct due diligence on a real estate operator
- What to look for when reviewing an offering memorandum or private place memorandum
- What to look for in a strong market for multifamily investments
- What to look for when conduction physical due diligence on a property
- What is an expense ratio and why it is important to look at on a property
- Jeremy’s top advice for someone looking to start in passive investing
Book Recommendations:
Rich Dad Poor Dad – Robert Kiyosaki
Cashflow Quadrant– Robert Kiyosaki
Contact Information:
Email: Jroll@rollinvestments.com
Seth Ferguson
Bio:
Seth is recognized as a real estate industry leader.
With 12 years of high-performance experience behind him, he has excelled in building businesses in several branches of real estate, namely real estate sales and real estate investing. Seth is the host of Purchase to Profits, a daily real estate investing podcast. He has been honoured to have interviewed some of the world’s leading real estate investors.
Key Insights:
- How Seth transitioned from a career as a professional hockey referee into real estate, and how those skillsets developed helped him in real estate
- How to skip single family and go straight into multifamily
- The advantages of multifamily over single family
- Details about a Canadian investing cross border into the U.S.
- Some insight into the tax implications and how to deal with currency fluctuations in cross border investing
- The challenges and hurdles to overcome with investors and getting financing as a Canadian investing in the U.S.
Book Recommendations:
The E-Myth Revisited – Michael Gerber
Contact Information:
Website: www.sethferguson.org
Podcast: Purchase to Profits
Youtube Channel: www.Youtube.com/SethFerguson