The Multifamily Wealth Podcast

Travis Watts is the director of investor relations at Ashcroft Capital, one of the largest syndication firms in the real estate business, run by Joe Fairless. Travis discusses how he got into real estate through the passive investing side of the business, as well as how he became a full-time passive investor. Travis was able to achieve what many investors dream of… financial freedom through truly passive real estate investments.In this episode, Travis talks about how to become a passive investor, what type of investor should be passive, and how passive investors should analyze deals, as well as select the right sponsors. Travis also discusses self-education and its importance for active and passive investors, as well as investors outside of real estate. There are a ton of good tips in this episode that would be beneficial to anyone who is looking to raise capital from passive investors, or for those who think becoming a passive investor or limited partner is the best route for them.Struggling to find good multifamily deals? Looking to close deals with less of your own money? Want to operate like the pros and maximize the cash flow of your assets? Join The Multifamily Wealth Community, where we help multifamily investors start, build, and scale their businesses… specifically, those looking to grow from 1-10 units to 250+ units.Are you looking to invest in real estate but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners partners with passive investors looking for the returns, stability, and tax benefits investing in real estate offers, but not the work - join our investor club to be notified of future investment opportunities.Show Notes:3:03 Travis shares his background, along with his initial journey into real estate6:35 Axel and Travis discuss the uncommon nature of passive investing and how it may be the right option for you.8:09 Travis shares the importance of passive income and how growing it over time is essential.9:45 We discuss how people can still follow their passion and build a diverse portfolio through passive investing.11:42 Travis shares how passive investors enjoy the benefits of real estate investing without having to be very passionate about the business.14:40 Travis and Axel talk about how passive investors can find a great syndicator or sponsor to partner with.15:34 We discuss the importance of self-education and how it can help you avoid mistakes, as well as balance self-education with taking action.17:59 Travis talks about how to find a great sponsor to invest with, as well as how to select a market.23:30 Travis shares what he likes in an ideal sponsor and how syndicators can improve by learning from other successful active investors. 26:40 Travis tells an example of one time a deal didn’t go as planned.30:53 Axel and Travis discuss what sponsors should do if a deal does not go as planned.33:40 Travis shares the advice that he would give before closing your first passive investment.34:17 Travis shares a skill that he attributes his success to.35:38 We discuss Travis’s short-term goals and how he plans to achieve them.CONNECT WITH TRAVIS:https://www.instagram.com/passiveinvestortips/?hl=enhttps://www.linkedin.com/in/traviswatts1234/BiggerPockets: Travis WattsFacebook: @passiveinvestortipsConnect with A

This is a great show for those who want to better understand a property management company’s role in the investing process. In this episode, I speak with Peter Lohmann of RL Property Management – we discuss how to interview and select a quality property manager, the difference between asset management and property management, and how to actually grow and scale a property management company (or any service business)! We also talk about building your brand on social media and how that will help to grow your business and whether or not you should grow a company page or a personal page.Peter is the CEO & principal broker of RL Property Management, a residential property management company designed for investors, located in Columbus Ohio. We help real estate investors unlock free time and peace of mind by correctly managing their property, and transforming their investment into real passive income.Struggling to find good multifamily deals? Looking to close deals with less of your own money? Want to operate like the pros and maximize the cash flow of your assets? Join The Multifamily Wealth Community, where we help multifamily investors start, build, and scale their businesses… specifically, those looking to grow from 1-10 units to 250+ units.Are you looking to invest in real estate but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners partners with passive investors looking for the returns, stability, and tax benefits investing in real estate offers, but not the work - join our investor club to be notified of future investment opportunities.Show Notes:4:05 Peter shares his background in engineering and how he got into real estate and property management. 6:20 Peter discusses which systems he uses to grow his property management business and how property management is fast-paced and reactive. 16:45 We discuss how hiring a property management company allows an investor to buy back their time.17:55 Peter shares how to find property managers that will effectively and attentively manage your properties.30:05 Peter discusses the difference between asset and property management and the different roles each position plays in your business. 39:33 We discuss how telling a good story and being authentic is crucial at any stage to scale in your business. 45:07 Peter discusses the process he uses to find employees that will be quick thinkers and work diligently for your business. We further expand on hiring maintenance and how it can be challenging to find long-term employees. 53:28 We talk about Airbnb and how it is shaping the real estate market. Peter further explains his theory and how Airbnb could shift to long-term leases and take over. 58:53 Peter explains what he would tell himself if he was starting his business again. 1:01:02 We discuss Peter’s biggest business-related failure1:03:33 Peter shares his short-term goals and what he plans on accomplishing within the next six months.CONNECT WITH PETER:https://rlpmg.com/https://twitter.com/pslohmannhttps://www.peterlohmann.com/Connect with Axel:Follow him on InstagramConnect with him on LinkedinLearn more about 

Are you looking to learn more about the world of multifamily financing? If so, you’ll want to listen to this episode with Anton Mattli of Peak Financing - we discuss the current debt market, the current financing market, and much more regarding multifamily financing in the pre-covid and post-covid environment. Anton brings a wealth of knowledge to the business and has found great success as a commercial mortgage broker. Anton discusses how to work with mortgage brokers and the correct steps you can use to differentiate good mortgage brokers from average ones. He explains what a mortgage broker’s job actually is and discusses where we are at right now at this stage in the market cycle, as it relates to financing for multifamily properties.Peak Financing CEO, Anton W. Mattli, has decades of experience in commercial and investment banking, private equity, and commercial real estate. After graduating from Zurich Business School in banking and finance, he held senior management positions at major financial institutions in New York, Tokyo, Hong Kong, and Zurich. During that time, Anton was heading a bank branch, managed cross-border teams, financed and restructured commercial real estate worth several billion U.S. Dollars, and oversaw loan portfolios consisting of aircraft and ocean transport vessels. Anton also directed the structuring of complex cross-border commodity and trade finance transactions for Fortune 500 companies.Over the last 15 years, Anton has been advising family offices, high net worth individuals, as well as private investment funds, facilitating their direct investments in commercial real estate across Europe and the United States, including several hundred million dollars in multifamily developments and acquisitions.Struggling to find good multifamily deals? Looking to close deals with less of your own money? Want to operate like the pros and maximize the cash flow of your assets? Join The Multifamily Wealth Community, where we help multifamily investors start, build, and scale their businesses… specifically, those looking to grow from 1-10 units to 250+ units.Are you looking to invest in real estate but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners partners with passive investors looking for the returns, stability, and tax benefits investing in real estate offers, but not the work - join our investor club to be notified of future investment opportunities.Show Notes:2:40 Anton shares his background along with his previous experience as a professional in the finance industry, which led him into the commercial real estate business.5:30 Anton describes his business model and core competency - commercial real estate financing and mortgage brokering for multifamily properties.8:15 Anton describes what separates a good mortgage broker from just an average mortgage broker and how someone can tell the difference.14:55 Anton explains what a mortgage broker does to qualify a buyer and lets them know what their options are as far as affordability.19:05 Anton describes one of the most powerful loan products available for midsize multifamily properties.22:30 We discuss the specific metrics that Fannie Mae and Freddie Mac need to see in order to process and close a loan.28:15 Anton discusses how the financing for multifamily real estate has changed due to the hot market right now, and what the main differences are from pre-covid times.32:50 Anton shares the main skills that he attributes to his success in the real estate busine

This week’s guest, Sam Wilson, has built a business investing in an income-producing asset that I’m guessing you haven’t heard considered - parking lots. While we discuss the parking business, we also talk about how Sam built a house-flipping business using VAs, where he found them, and the exact work he outsourced. Sam was a great guest and I’m sure you’re going to learn something in this episode, regardless of if you’re interested in the parking business or not!Sam is an active investor in self-storage, parking, multi-family apartments, RV parks, and single-family homes. He hosts the “How to Scale Commercial Real Estate Podcast”, where he interviews real estate experts to give listeners the tips, tricks, and tools to scale their investment portfolio.Struggling to find good multifamily deals? Looking to close deals with less of your own money? Want to operate like the pros and maximize the cash flow of your assets? Join The Multifamily Wealth Community, where we help multifamily investors start, build, and scale their businesses… specifically, those looking to grow from 1-10 units to 250+ units.Are you looking to invest in real estate but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners partners with passive investors looking for the returns, stability, and tax benefits investing in real estate offers, but not the work - join our investor club to be notified of future investment opportunities.Show Notes:3:05 Sam shares his background and how he got into real estate6:30 Sam discusses how he went from flipping residential homes to acquiring commercial real estate and parking lots.10:25 We discuss how Sam acquired parking lots and how the process works of analysis and leasing. 17:18 Sam gives tips to individuals interested in breaking into the parking industry. 20:00 We discuss what the “value-add” translates to in parking lots and how NOI is increased. 24:14 Sam shares the role of VA’s in his business and how they help him scale and work efficiently.31:48 Sam discusses the tools he uses and how he finds VA’s to help his business. We also talk about how Sam determines who is a good fit for his business. 35:00 Sam shares his biggest business-related failure and what he learned from it. 37:30 We discuss how to scale quickly and learn faster. 39:20 Sam shares his short-term goals, and what he is looking to achieve in the short term.CONNECT WITH SAM:https://www.linkedin.com/in/brickeninvestmentgroup/sam@brickeninvestmentgroup.comConnect with Axel:Follow him on InstagramConnect with him on LinkedinLearn more about Aligned Real Estate Partners

This week’s show with Justin Breen is a different one than what usually goes up on the feed… in this episode, Justin and I discuss the most common traits of successful entrepreneurs, how and why networking with more successful people in your industry is so important, and how to develop skills outside of real estate (that will actually grow you real estate business)! While we don’t get into the nitty-gritty of multifamily, what we discuss will help you grow your business just as much.Justin Breen is CEO of the PR firm BrEpic Communications and author of the No. 1 International Best-Selling Book, Epic Business. Justin is hard-wired to seek out and create viral, thought-provoking stories that the media craves. And he finds the best stories when he networks with visionary entrepreneurs and executives who understand the value of investing in themselves and their businesses. Justin believes strongly in the power of introductions and creates important relationships through those introductions. He is an extremely active member of Entrepreneurs' Organization, Strategic Coach, and Abundance 360, and he has an incredible global network of visionaries and exceptional businesses.Struggling to find good multifamily deals? Looking to close deals with less of your own money? Want to operate like the pros and maximize the cash flow of your assets? Join The Multifamily Wealth Community, where we help multifamily investors start, build, and scale their businesses… specifically, those looking to grow from 1-10 units to 250+ units.Are you looking to invest in real estate but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners partners with passive investors looking for the returns, stability, and tax benefits investing in real estate offers, but not the work - join our investor club to be notified of future investment opportunities.Show Notes:5:10 Justin shares his background and how he got into the world of entrepreneurship and business.6:50 Justin shares information regarding his business and how he helps solve his client’s problems. 11:20 Justin shares how his business (branding and public relations) can help real estate-related businesses. 15:45 We discuss how podcasts are taking over modern media and how they will evolve in the future. 19:20 Justin describes the successful traits of an entrepreneur and why only your mindset can be developed. 24:55 We explain why having the right network is essential to developing your business.31:02 Justin explains why being the “dumbest” in the room helps an individual grow.34:30 Justin shares why being an expert in one area and outsourcing the rest is the best path to grow. 37:38 We discuss how to network effectively and with intentionality. 43:00 Justin shares his biggest business-related failure, and the most important thing he learned. 45:55 Justin explains what he is looking to do in his business.CONNECT WITH JUSTIN:https://www.linkedin.com/in/justinbreen1/https://www.brepicllc.com/Connect with Axel:Follow him on InstagramConnect with him on LinkedinLearn more about Align

This episode with Jorge Contreras is a great show for those who are looking to start using the short-term rental model, regardless of whether or not you currently own property! In this episode, we talk about how Jorge was able to DOUBLE the income he was making on his triplex by listing the units on Airbnb and how he has grown his business using the “subleasing” model. Jorge shares exactly how to identify an area or neighborhood that will thrive on Airbnb, how to pitch the subleasing model to landlords and property managers, and how to underwrite a potential Airbnb property. Great episode!Jorge Contreras, owner of Multiple 6-Figure Airbnb Businesses and Founder of The R.E.A.L. System enjoys sharing the TOP tips, strategies, and ideas that will help you generate passive income through Airbnb, WITHOUT owning properties.Struggling to find good multifamily deals? Looking to close deals with less of your own money? Want to operate like the pros and maximize the cash flow of your assets? Join The Multifamily Wealth Community, where we help multifamily investors start, build, and scale their businesses… specifically, those looking to grow from 1-10 units to 250+ units.Are you looking to invest in real estate but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners partners with passive investors looking for the returns, stability, and tax benefits investing in real estate offers, but not the work - join our investor club to be notified of future investment opportunities.Show Notes:4:00 Jorge shares how he got started in real estate and how he shifted his business to Airbnb. 6:30 We discuss the differences between traditional leasing vs leasing on Airbnb and how it can double your income.9:21 Jorge discusses what subleasing is and how it can be implemented in your business to multiply income. 12:05 Jorge shares the process of subleasing and his criteria for acquisitions.17:50 We discuss how Jorge chooses locations for Airbnb subleases and how he projects vacancy, income, and other important metrics. 24:27 Jorge shares the impact a short-term property management group has on an Airbnb property and why your property needs somebody available at all times. 30:00 We discuss the steps of putting your property on Airbnb and what you should look for before listing it. 31:04 Jorge shares what adds value to an Airbnb and how certain amenities add to the consumer experience. 37:26 Jorge discusses his biggest business-related failure.38:50 We discuss Jorge’s short-term goals regarding syndicating and subleasing. 40:40 Jorge shares what he would change if he was starting his businesses over again.CONNECT WITH JORGE:https://www.linkedin.com/in/thejorgecontreras/https://www.instagram.com/thejorgecontreras/?hl=enConnect with Axel:Follow him on InstagramConnect with him on LinkedinLearn more about Aligned Real Estate Partners

In this week’s episode with Stace Caseria, we discuss how real estate investors can establish credibility and trust in the market (and why this should be a focus to all investors, regardless of their size)! We talk about Stace’s “Trust Dynamic” which is a must-listen if you want to quickly understand what you need to focus on when building trust in the market. Stace is one of the foremost authorities in building brands that create customer loyalty - you may not think this has an immediate correlation with real estate, however, Stace would argue the opposite!Stace is the founder of Trust Deep Branding Agency and an award-winning writer and branding expert with 20 years of experience. He focuses on creating long-term loyalty between businesses and individuals built on deep trust. He got his start at MAD Magazine and has created communication content and strategy for brands like Realty, Mogul, Bose, Delta Air Lines, Panasonic, Vail Resorts, and others. He’s been investing in real estate for more than 20 years and is currently both an active and passive investor.Struggling to find good multifamily deals? Looking to close deals with less of your own money? Want to operate like the pros and maximize the cash flow of your assets? Join The Multifamily Wealth Community, where we help multifamily investors start, build, and scale their businesses… specifically, those looking to grow from 1-10 units to 250+ units.Are you looking to invest in real estate but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners partners with passive investors looking for the returns, stability, and tax benefits investing in real estate offers, but not the work - join our investor club to be notified of future investment opportunities.Show Notes:3:30 Stace shares his background in advertising and how he got into real estate. 7:20 We discuss why branding is important in the real estate field and how branding provides an opportunity to convey your business’ purpose, build trust, and stand out in the marketplace.10:10 Stace shares how real estate businesses can differentiate themselves from the rest.16:10 We discuss why it's important to view real estate businesses as “service” businesses.20:20 Stace shares how to build trust with your tenants and customers to create credibility. 24:30 We discuss how your communication shows what you value and prioritize. 26:55 Stace shares the “Trust Dynamic” and how implementing his four factors benefit your business. 29:50 We discuss the importance of having a mission and purpose and how it can create credibility and vision.37:47 Stace shares his biggest business-related failure and why time is so valuable.40:40 Stace discusses what he would do differently if he started his business over again. 42:00 We discuss what Stace is looking to achieve in the future of his business.CONNECT WITH STACE:https://www.linkedin.com/in/stace/https://www.trustdeepagency.com/Connect with Axel:Follow him on InstagramConnect with him on LinkedinLearn more about Aligned Real Estate Partners

This episode with Zach Hoereth is a must-listen for investors operating at all levels, we get into topics like taking down your first deal, balancing investing with being a broker, and the power of building long term relationships with sellers and other folks in your market. For the younger investors out there - we talk about how your age is actually an advantage when getting into the market and taking down deals (rather than the opposite)!  Zach is a broker and real estate investor based in Indianapolis, IN, and began his road to investing with single-family properties, later snowballing into just over 35 units in 4 years. Struggling to find good multifamily deals? Looking to close deals with less of your own money? Want to operate like the pros and maximize the cash flow of your assets? Join The Multifamily Wealth Community, where we help multifamily investors start, build, and scale their businesses… specifically, those looking to grow from 1-10 units to 250+ units. Are you looking to invest in real estate but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners partners with passive investors looking for the returns, stability, and tax benefits investing in real estate offers, but not the work - join our investor club to be notified of future investment opportunities.   Show Notes:2:54 Zach discusses how he worked his way into the real estate business while attending college in Florida.5:31 We discuss what Zach learned when he was initially working in the real estate business.9:15 Zach shares how he started finding deals and started to grow his business in Indianapolis.13:00 We talk about Zach's deal, how he closed his first multi-family property, and the experience that came with it. 18:40 Zach shares what his portfolio looks like now and how it's managed. 21:46 We discuss how Zach structures his deals and why it is so important to choose who you work with.29:35 Zach shares how he finds deals in his market and how he uses his age as an advantage.36:00 We discuss how relationships are when growing deal flow and scaling your business.39:30 We talk about investing at a young age, and why confidence and education are key to gain momentum and traction. 44:00 Zach shares the advice he would give himself before closing his first deal.45:42 We discuss what qualities Zach attributes his success to.46:48 Zach shares his short term goals.   CONNECT WITH ZACH  https://www.linkedin.com/in/zach-hoereth-874896104/ https://www.instagram.com/zach.hoereth/?hl=en zach@zachhoereth.com Connect with Axel: Follow him on 

If you live in an expensive market, this episode with Ricky Beliveau is a must-listen. Ricky shares how he used FHA loans to get started in the business and how it eventually built a large development business and buy and hold a portfolio in Boston, MA. We talk about the importance of building "deal flow" vs. just finding deals, why relationships are so important, and how social media helped to grow his business. This is a great episode regardless if you're in the development business - we talk about core ideas that are constants across all niches/asset classes in real estate!Struggling to find good multifamily deals? Looking to close deals with less of your own money? Want to operate like the pros and maximize the cash flow of your assets? Join The Multifamily Wealth Community, where we help multifamily investors start, build, and scale their businesses… specifically, those looking to grow from 1-10 units to 250+ units.Are you looking to invest in real estate but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners partners with passive investors looking for the returns, stability, and tax benefits investing in real estate offers, but not the work - join our investor club to be notified of future investment opportunities.Show Notes:4:00 Ricky shares his background before becoming an investor, and how he got into real estate. 8:10 We discuss how Ricky used FHA loans early in his career.9:30 Ricky shares how he moved from having a few properties to building a business. 14:30 We discuss Ricky’s current investing method and what the core of his business is. 19:00 Ricky discusses what his acquisition process looks like and how he finds deals off-market. 22:00 We discuss why networking and looking for opportunities are critical aspects of growing a business.  25:00 We explain how the money will follow a deal and why it is essential to not chase deals, but rather create deal flow. 33:00 Ricky explains why it is better to focus on one area to become an expert in.35:30 We discuss why social media is beneficial for businesses and how it can build traction. 41:52 Ricky shares his biggest business-related failure. 45:50 We discuss what Ricky would do differently if he was starting his businesses over again. 48:27 Ricky shares his short-term goals in his development business.CONNECT WITH RICKY:https://www.linkedin.com/in/richard-beliveau-b078385/http://www.volnaycapital.com/https://www.instagram.com/volnaycapital/?hl=enConnect with Axel:Follow him on InstagramConnect with him on LinkedinLearn more about Aligned Real Estate Partners

Great show this week with Lee Yoder for investors both large and small - we learn how Lee was able to transition from a career in physical therapy to replace his income in a short period of time with multifamily real estate. Lee talks about how he found great deals on Loopnet (most people say you can’t!) and what he learned in the turnaround process, such as managing the rehab, implementing better management, and much more. Lee also talks about why the syndication model may not make sense for a lot of investors… so if you’re someone who wants to grow your portfolio but doesn’t want to focus on raising capital, you’ll want to listen.Struggling to find good multifamily deals? Looking to close deals with less of your own money? Want to operate like the pros and maximize the cash flow of your assets? Join The Multifamily Wealth Community, where we help multifamily investors start, build, and scale their businesses… specifically, those looking to grow from 1-10 units to 250+ units.Are you looking to invest in real estate but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners partners with passive investors looking for the returns, stability, and tax benefits investing in real estate offers, but not the work - join our investor club to be notified of future investment opportunities.Show Notes:3:35 Lee shares his background as a physical therapist and how he got into real estate.7:32 We discuss the differences between working in the corporate world vs. owning a business and we learn the challenges Lee faced when leaving his job. 10:39 Lee shares the details regarding his first flip.13:30 We discuss Lee’s favorite aspects of real estate16:48 Lee talks about how he learned to underwrite deals and how he began acquiring larger multifamily properties. 21:15 We discuss how Lee financed one of his larger deals and what he learned after he closed and began executing his business plan.29:58 Lee shares what he is currently focusing on in his business. 35:00 We discuss why Lee is focusing on larger multifamily properties and why there is more competition relative to smaller properties. 39:00 Lee gives tips to investors looking to scale their businesses and acquire larger properties. 43:53 Lee shares his biggest business-related failure and what he learned from it.46:10 We discuss how networking is essential in real estate and why it can help you grow. 47:30 Lee discusses his short-term goals.CONNECT WITH LEE:https://www.linkedin.com/in/lee-yoder-25793215a/https://threefoldrei.com/Connect with Axel:Follow him on InstagramConnect with him on LinkedinLearn more about Aligned Real Estate Partners