The Real Estate Syndication Show

Whitney Sewell
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Feb 3, 2024 • 41min

WS1931 Grow Your Real Estate Firm With These Tips | Highlights Bob Knakal

In today's highlight episode of the Real Estate Syndication Show, we feature seasoned real estate veteran, Bob Knakal, who  shared his extensive knowledge and experience in the industry.Bob started his journey in real estate back in 1984, and he's witnessed firsthand the dramatic changes technology has brought to the field. From the days of no computers and payphones to the current era of AI and advanced data analytics, Bob has seen it all. Despite the technological advancements, he points out that the number of property transactions hasn't increased; instead, technology has enabled a smaller group of people to accomplish more.Bob also shared his insights on the current market challenges, particularly the impact of rapid interest rate increases on property values. He advises sellers to hold off unless there's a compelling strategic reason to sell and emphasizes the importance of data quality and analysis in making informed decisions.In the second part of our episode, Bob took us through the incredible journey of growing his firm from just two people and a secretary to over 250 employees and three offices. He attributes this success to a granular understanding of the market, a residential farming approach to commercial real estate, and a strong focus on self-produced, accurate market insights.Bob also highlighted the importance of servant leadership in building a successful team. By empowering employees and making them feel integral to the company's mission, they were able to foster a positive and supportive culture that led to the firm's success.Training was another key factor in their growth. Bob detailed their rigorous training process, which ensured that every broker was fully prepared before engaging with clients. This process included creating maps, walking every street, taking pictures, and understanding the value of properties in their territory.Finally, Bob shared his perspective on the current buying opportunities, comparing them to past market downturns. He believes that those with capital and courage will find this to be one of the best buying opportunities in a lifetime.Thank you for tuning in to today's episode. Remember to like, subscribe, and share the Real Estate Syndication Show with your friends. Stay informed and empowered in your real estate journey with us.VISIT OUR WEBSITEhttps://lifebridgecapital.com/Here are ways you can work with us here at Life Bridge Capital:⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow📝 JOIN THE DISCUSSIONhttps://www.facebook.com/groups/realestatesyndication➡️ FOLLOW UShttps://twitter.com/whitney_sewell https://www.instagram.com/whitneysewell/ https://www.linkedin.com/in/whitney-sewell/ ⭐ Be Our Guest!We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over. Apply here: https://lifebridgecapital.com/join-our-podcast/
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Feb 2, 2024 • 14min

WS1930 How to Maximize Asset Value | Eric Most

Welcome back to the daily real estate syndication show. I'm your host, Whitney Sewell, and today we're diving deeper with our guest, Eric Most, into how you can be a better steward of your assets, including property, finances, and time. Eric brings a wealth of knowledge on charitable giving strategies that go beyond the traditional 1031 exchange plan, offering alternatives that don't require you to "die to get out" of your investment.Eric emphasizes the generous nature of U.S. tax laws when leveraged correctly, especially for charitable giving. He explains that the more you give, the more tax benefits you receive. By illustrating a scenario where Pete considered giving up to 50% of his business to NCF before the sale, Eric shows how Pete could potentially give away $1.375 million while only taking home $175,000 less than he initially planned.The conversation also highlights the triple tax benefits of using real estate in charitable strategies: a fair market value deduction, avoidance of depreciation recapture, and tax-free income while the property is held before the sale. Eric points out that these benefits are often overlooked because many CPAs and tax attorneys are not well-versed in charitable giving strategies. He reassures listeners that NCF is equipped to educate and work alongside financial professionals to maximize charitable impact.Eric concludes by reminding listeners that donated funds must be used for charitable purposes and cannot be accessed for personal gain. He also touches on more sophisticated strategies, such as donating intellectual property rights, which can create even greater tax efficiencies.If you're inspired to learn more about how you can integrate charitable giving into your real estate and business endeavors, don't miss this episode. Remember to like, subscribe, and share the Real Estate Syndication Show with friends who could benefit from these strategies.VISIT OUR WEBSITEhttps://lifebridgecapital.com/Here are ways you can work with us here at Life Bridge Capital:⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow📝 JOIN THE DISCUSSIONhttps://www.facebook.com/groups/realestatesyndication➡️ FOLLOW UShttps://twitter.com/whitney_sewell https://www.instagram.com/whitneysewell/ https://www.linkedin.com/in/whitney-sewell/ ⭐ Be Our Guest!We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over. Apply here: https://lifebridgecapital.com/join-our-podcast/
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Feb 1, 2024 • 11min

WS1929 How To Be Faithful Steward | Eric Most

Eric Most, a stewardship and impact expert, shares insights on how to maximize exits, steward resources faithfully, and leverage assets for generosity. He introduces the concept of using non-cash assets for charitable giving and discusses the services provided by the National Christian Foundation (NCF). Eric explains how NCF manages $7 billion in assets, creating tax efficiencies. He also highlights how real estate can be used as a charitable funding vehicle, offering guidance on considering debt levels when gifting assets.
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Jan 31, 2024 • 22min

WS1928 How Can I Make a Bigger Impact | Eric Most

In this episode of the  Real Estate Syndication Show, we had the pleasure of speaking with Eric Most, an expert in stewardship and impact with over 17 years of experience in the insurance and nonprofit sectors. As the president of the Rocky Mountain region of the National Christian Foundation (NCF), Eric brings a wealth of knowledge on personalized solutions for givers, business owners, and families looking to make a significant impact through generosity and stewardship.Eric shared his personal journey, which led him to NCF, starting with a simple yet profound decision to focus on generosity during his wedding registry. This decision not only introduced him to the concept of donor-advised funds but also set him on a path to use his professional and personal experiences to encourage others to avoid common mistakes in charitable giving.Throughout our conversation, Eric emphasized the importance of strategic giving, particularly the benefits of donating non-cash assets like stocks and real estate. He explained how using appreciated assets can lead to more tax-efficient giving, allowing donors to maximize their impact. Erik also highlighted the importance of planning ahead, especially when it comes to gifting real estate or business interests, to ensure the process aligns with IRS regulations and avoids unnecessary penalties.Listeners were encouraged to think outside the box when it comes to stewarding their resources, whether it's capital, property, or time. Eric's insights provide valuable guidance for those looking to give more effectively and create a lasting legacy through their charitable efforts.For more insights on real estate syndication and how to leverage your investments for greater charitable impact, don't forget to like, subscribe, and share the Real Estate Syndication Show. Visit lifebridgecapital.com for more resources on building wealth in real estate and supporting causes you care about.VISIT OUR WEBSITEhttps://lifebridgecapital.com/Here are ways you can work with us here at Life Bridge Capital:⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow📝 JOIN THE DISCUSSIONhttps://www.facebook.com/groups/realestatesyndication➡️ FOLLOW UShttps://twitter.com/whitney_sewell https://www.instagram.com/whitneysewell/ https://www.linkedin.com/in/whitney-sewell/ ⭐ Be Our Guest!We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over. Apply here: https://lifebridgecapital.com/join-our-podcast/
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Jan 30, 2024 • 34min

WS1927 The 90/10 Rule in Real Estate | Roger King

In this insightful episode of The Real Estate Syndication Show, our guest host Jim Pfeifer spoke with Roger King, a veteran real estate investor with 27 years of experience. Roger shared his wisdom on various topics, including the importance of adapting investment strategies to shifting markets and the significance of thorough documentation and due diligence.Roger's journey from a music major to a successful real estate investor is a testament to the power of mentorship and adaptability. He emphasized the value of having a mentor, especially when transitioning between sectors within the real estate industry, such as moving from wholesaling to fix and flips, or to multifamily investments.We delved into Roger's TEM framework, which stands for Time, Experience, and Money. He explained how investors can leverage their strengths in one of these areas to complement others who may have what they lack, creating a balanced and effective partnership.Roger also shared his personal strategy, the 1090 rule, which involves balancing risk by investing 10% of his portfolio in higher-risk projects and the remaining 90% in stable, cash-flowing properties. This approach has allowed him to navigate through various economic cycles and maintain a steady income stream.Listeners were reminded of the crucial role of proper documentation to avoid being burned by seemingly trustworthy partners. Roger's experiences with legal battles underscored the need for solid agreements and the protection they offer.For those interested in learning more from Roger King or joining his Real Estate Investing Accelerator Founders Group, he can be reached at roger@rogerking.com, and further resources are available on his website, rogerking.com.It was an enlightening conversation with Roger King, and I hope our listeners found it as valuable as I did. If you're looking to connect with like-minded investors or access educational resources and deals, visit leftfieldinvestors.com or contact me at jim@leftfieldinvestors.com.VISIT OUR WEBSITEhttps://lifebridgecapital.com/Here are ways you can work with us here at Life Bridge Capital:⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow📝 JOIN THE DISCUSSIONhttps://www.facebook.com/groups/realestatesyndication➡️ FOLLOW UShttps://twitter.com/whitney_sewell https://www.instagram.com/whitneysewell/ https://www.linkedin.com/in/whitney-sewell/ ⭐ Be Our Guest!We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over. Apply here: https://lifebridgecapital.com/join-our-podcast/
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Jan 29, 2024 • 30min

WS1926 How To Invest During a Downturn | Liz Habib

In today's episode, our guest host Chris had the pleasure of speaking with Liz Habib, the head of communications at MPI Family Office. Liz shared her extensive background in television broadcasting and how she transitioned into working with her family's office, which collaborates with other family offices and high-net-worth individuals to manage wealth and investments.Key Takeaways:Luck and Preparation: Liz believes that what is often perceived as luck in finding great investment opportunities is actually the result of years of preparation and being in the right place at the right time.MPI Family Office: The office started in the healthcare industry and has since expanded into real estate investments, including multifamily, senior living facilities, hotels, and more. They focus on creating generational wealth and employ various tax and wealth strategies.Investment Strategy: MPI Family Office traditionally focuses on multifamily properties but has diversified into senior living and hotel-to-housing conversions, particularly in response to the challenges posed by the recent market downturn and interest rate hikes.Market Outlook: Liz shared her cautious optimism for 2024, hoping for a loosening of the debt markets and a potential decrease in property prices. The upcoming election and the actions of the Federal Reserve are seen as significant factors that could influence the market.Future Strategies: Liz mentioned the possibility of taking advantage of market opportunities as they arise, particularly if interest rates begin to decrease. She also highlighted the potential for rescue opportunities where family offices could provide support to real estate operators in need.Liz's insights provided a valuable perspective on how family offices approach real estate investment, especially during uncertain times. Her experience and the strategies employed by MPI Family Office serve as a testament to the importance of adaptability, preparation, and a keen eye for opportunity in the real estate market.Remember to like and subscribe to the Real Estate Syndication Show for more insights from industry experts like Liz. Share the podcast with friends who are interested in becoming savvy investors.VISIT OUR WEBSITEhttps://lifebridgecapital.com/Here are ways you can work with us here at Life Bridge Capital:⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow📝 JOIN THE DISCUSSIONhttps://www.facebook.com/groups/realestatesyndication➡️ FOLLOW UShttps://twitter.com/whitney_sewell https://www.instagram.com/whitneysewell/ https://www.linkedin.com/in/whitney-sewell/ ⭐ Be Our Guest!We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over. Apply here: https://lifebridgecapital.com/join-our-podcast/
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Jan 28, 2024 • 33min

WS1925 Preferred Equity in Real Estate | Highlights Paul Moore

In this insightful highlight episode, we had the pleasure of reconnecting with Paul Moore, a long-time friend and the driving force behind Welling's Capital. Paul shared his journey from writing "The Perfect Investment" to recognizing the need for a more robust acquisition strategy in multifamily investing. He detailed how his team expanded into various asset classes, including self-storage, mobile home parks, RV parks, and more, ultimately transitioning into a fund manager role.Paul explained the concept of preferred equity, a topic that has generated significant interest among investors. He broke down the capital stack, illustrating how preferred equity fits between senior debt and common equity, offering a blend of immediate cash flow, future upside, and payment priority over common equity. He emphasized the importance of due diligence and the unique opportunities presented by preferred equity, especially in the current economic climate where traditional lending has tightened.We also delved into the world of RV parks, an asset class that has seen tremendous growth, particularly during the pandemic. Paul categorized RV parks into four types: overnight, extended stay, workforce housing, and destination parks. He highlighted the profitability potential of each type, with a special focus on destination parks that offer a range of amenities and activities.Listeners can expect to gain a deeper understanding of the nuances of real estate investing, the benefits of preferred equity, and the burgeoning RV park market. For those interested in learning more about Paul's work or exploring investment opportunities with Welling's Capital, visit wellingscapital.com or follow Paul on Twitter at @PaulMooreInvest.Remember to like, subscribe, and share the Real Estate Syndication Show with friends who are keen on expanding their real estate investment knowledge.VISIT OUR WEBSITEhttps://lifebridgecapital.com/Here are ways you can work with us here at Life Bridge Capital:⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow📝 JOIN THE DISCUSSIONhttps://www.facebook.com/groups/realestatesyndication➡️ FOLLOW UShttps://twitter.com/whitney_sewell https://www.instagram.com/whitneysewell/ https://www.linkedin.com/in/whitney-sewell/ ⭐ Be Our Guest!We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over. Apply here: https://lifebridgecapital.com/join-our-podcast/
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Jan 27, 2024 • 33min

WS1924 Navigating Real Estate Challenges | Highlights Tony Lopes & Marc Kuhn

In today's episode, we've compiled an exciting collection of highlights from our recent shows. We had the pleasure of speaking with some incredible guests who shared their entrepreneurial journeys, insights into real estate investing, and valuable advice for both seasoned and aspiring investors.Tony's Journey from Layoff to Real Estate SuccessOur first guest, Tony Lopes, shared his inspiring story, which began with a layoff that served as a wake-up call, prompting him to pursue financial independence through real estate investing. Starting with a four-unit building and working his way up to larger multifamily properties, Tony's approach was methodical and relatable. He emphasized the importance of starting small and scaling up, debunking the myth that you need to jump into large-scale investments right away.Dirty Boots Capital: From On-Site to In-Depth AnalysisTony also introduced us to his venture, Dirty Boots Capital, which combines on-the-ground experience with a deep dive into economic reports and trends. He highlighted the significance of understanding migration patterns and macroeconomic indicators, such as the 210 spread for treasuries, to make informed investment decisions. Tony's coaching through Dirty Boots Capital aims to help both active and passive investors navigate the complexities of real estate syndication.Marc's Transition from Concrete to Real EstateOur second guest, Marc Kuhn, recounted his transition from pouring concrete to becoming a real estate entrepreneur. After a job loss and a bout with a panic attack, Marc realized the necessity of creating a business that could operate without his constant involvement. He shared his experience with leveraging time, money, and media to grow his business and the pivotal role that hiring a business coach played in his success.Connect with Our Guests:If you're interested in learning more from Tony and Marc, you can find Tony through Dirty Boots Capital and Marc on LinkedIn, where he shares his insights and strategies for creative financing and real estate investing.Don't forget to like, subscribe, and share The Daily Real Estate Syndication Show with your friends.  Thank you for listening, and we'll see you in the next episode!VISIT OUR WEBSITEhttps://lifebridgecapital.com/Here are ways you can work with us here at Life Bridge Capital:⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow📝 JOIN THE DISCUSSIONhttps://www.facebook.com/groups/realestatesyndication➡️ FOLLOW UShttps://twitter.com/whitney_sewell https://www.instagram.com/whitneysewell/ https://www.linkedin.com/in/whitney-sewell/ ⭐ Be Our Guest!We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over. Apply here: https://lifebridgecapital.com/join-our-podcast/
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7 snips
Jan 26, 2024 • 29min

WS1923 Easily Invest in Online Business | Kyle Kuderewski

Kyle Kuderewski, operations manager at Webstreet, discusses the potential of digital real estate and investing in online businesses. He explains how Webstreet allows passive investors to tap into this asset class. The podcast covers topics such as adding value to digital assets, tax implications, and industry trends including the rise of AI.
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Jan 25, 2024 • 29min

WS1922 Avoiding Rookie Mistakes in Real Estate Investing | Steve Suh

In this episode of The Real Estate Syndication Show, guest host Jim Pfeifer had the pleasure of speaking to Steve Suh, a seasoned ophthalmologist and a savvy passive investor in real estate syndications. Steve is not only a colleague and friend but also a co-founder of Leftfield Investors. He shared invaluable insights from his 14 years of experience in passive investing, which he has also detailed in his new Amazon bestselling book, "Avoiding Rookie Errors as a Left Field Investor."Steve emphasized the importance of learning from others' mistakes to avoid common pitfalls in real estate investing. He drew parallels between his surgical practice and investing, highlighting how both fields can benefit from understanding and avoiding past errors.Steve's journey has been marked by both successes and setbacks. He candidly shared his initial forays into oil and gas syndications, which turned out to be a Ponzi scheme, and his subsequent investments that did not yield the expected returns. Despite these challenges, Steve's commitment to real estate remained unshaken, and he learned to diversify his investments across asset classes, sponsors, and geographies.One of the key takeaways from this conversation was the critical role of the operator in a syndication deal. Steve stressed the need to vet not just the syndicator but also the third-party management team that handles the day-to-day operations of the investment.Listeners interested in connecting with Steve or learning more about Leftfield Investors can reach out via email at steve@leftfieldinvestors.com or visit the website leftfieldinvestors.com. Steve's book is available on Amazon and through a link on the Leftfield Investors website.Today’s guest host, Jim Pfeifer, is the Founder & CEO of Left Field Investors – a Community of like-minded individuals interested in creating financial freedom through passively investing in real assets that generate real cash flow. The Community works together to provide education, a network and deal flow for its members. For more information, you can visit www.leftfieldinves or reach out to Jim via email at jim@leftfieldinvestors.com.VISIT OUR WEBSITEhttps://lifebridgecapital.com/Here are ways you can work with us here at Life Bridge Capital:⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow📝 JOIN THE DISCUSSIONhttps://www.facebook.com/groups/realestatesyndication➡️ FOLLOW UShttps://twitter.com/whitney_sewell https://www.instagram.com/whitneysewell/ https://www.linkedin.com/in/whitney-sewell/ ⭐ Be Our Guest!We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over. Apply here: https://lifebridgecapital.com/join-our-podcast/

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