Dustin and Adam explore one of the most underappreciated aspects of building wealth: the power of investing alongside others and being part of a mastermind community. They share real examples from their experience in groups like Robert Helms and Russell Gray’s syndication mastermind and Ken McElroy’s Collective, showing how exposure to different perspectives transformed their underwriting approach and deal selection. The discussion turns to how passive investing itself serves as an educationa...
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Dustin and Adam explore one of the most underappreciated aspects of building wealth: the power of investing alongside others and being part of a mastermind community. They share real examples from their experience in groups like Robert Helms and Russell Gray’s syndication mastermind and Ken McElroy’s Collective, showing how exposure to different perspectives transformed their underwriting approach and deal selection. The discussion turns to how passive investing itself serves as an educationa...
v1.39 - Behind the Scenes of a 20-Unit Acquisition
Wealth Independence Podcast
24 minutes
1 month ago
v1.39 - Behind the Scenes of a 20-Unit Acquisition
Dustin and Adam go behind the scenes of a recent 20-unit multifamily acquisition, pulling back the curtain on what passive investors typically don’t see: the last-minute surprises, changing terms, capital raising challenges, and sponsor decision-making that happens right up until closing day. The discussion covers the realities of working with local banks versus larger lenders, how unexpected insurance requirements can materially impact deal returns, and the importance of conservative expense...
Wealth Independence Podcast
Dustin and Adam explore one of the most underappreciated aspects of building wealth: the power of investing alongside others and being part of a mastermind community. They share real examples from their experience in groups like Robert Helms and Russell Gray’s syndication mastermind and Ken McElroy’s Collective, showing how exposure to different perspectives transformed their underwriting approach and deal selection. The discussion turns to how passive investing itself serves as an educationa...
