The Real Estate Syndication Show

Whitney Sewell
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Oct 5, 2023 • 31min

WS1810 Buying Real Estate With IRAS & 401ks | Mat Sorenson

Unlock the full potential of your retirement accounts, leverage them for real estate or private investments, and make your retirement money work harder for you with our guest, Mat Sorenson. As the founder and CEO of Directed IRA and Directed Trust Company, a seasoned attorney, successful real estate investor, and bestselling author, Mat brings a wealth of knowledge on self-directed retirement accounts.Envision the possibilities if your IRA or 401k could generate substantial returns through real estate investment. Mat illuminates the power of a solo 401k, particularly for self-employed individuals, and shares a fascinating case of a client who earned a million dollars tax-free through a real estate option via his Roth IRA. We dive deep into strategies for leveraging an average investor's starting point of $50,000, and the benefits that come from a professional investor's $6,500 annual contribution.We delve into various retirement account strategies, clarifying the distinctions between 401Ks, IRAs, and Roth accounts. Mat unveils the tax benefits of traditional accounts and how they can bolster your financial wellbeing. Not to mention, we examine the Roth conversion process - a savvy approach to avoid taxes during your retirement withdrawal. This episode is brimming with insights that could revolutionize your retirement investment strategy. So, tune in, take notes, and reshape your financial future!Ready to reshape your financial future? Don't wait! Visit Mat's website, DirectedIRA.com, to dive deeper into self-directed retirement accounts. Whether you're a novice or seasoned investor, there's a wealth of knowledge waiting for you. Start exploring today and take the first step towards a more prosperous retirement.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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Oct 4, 2023 • 40min

WS1809 Driving Business Growth with Efficient Asset Management | Kranti Ponnam

In this enlightening episode, we welcome Kranti Ponnam, the visionary Director of Capital at Wild Oak Capital. Renowned for his innovative approach to real estate, Kranti is revolutionizing the industry through technology-driven strategies and a firm commitment to customer-centric solutions. With a rich entrepreneurial background, he's not just constructing properties but also crafting successful business processes and systems that bolster growth and scalability in any venture.Join us as we delve into the realm of Key Performance Indicators (KPIs) in asset management, underscoring the transformative role technology plays in shaping these metrics. Drawing from Kranti's profound insights, we dissect the complexities of KPIs, identify areas of improvement, and discuss the mindset that propels success in the world of syndication. We also explore the ingenious ways Kranti’s team is leveraging custom-built software, APIs, and AI, enabling everything from Capital Expenditure (CAPEX) management to marketing automation.In the face of an ever-evolving real estate market, Kranti shares his predictions for the next 6-12 months, offering invaluable insights into how these forecasts influence his team's decision-making process. Despite rising rates, he posits that it remains an opportune time to invest if three crucial parameters - debt, location, and price - are perfectly aligned. For passive investors, Kranti emphasizes the importance of thorough research into the group orchestrating the deal and their track record before committing capital.Concluding on an inspirational note, Kranti reveals how his team harnesses the power of technology to maintain a competitive edge in the real estate industry. This episode promises a treasure trove of knowledge, intriguing narratives, and practical tips to guide you on your real estate journey. Tune in for a refreshing perspective on real estate investment, technological innovation, and customer-centric strategies in the industry.Connect with Kranti Ponnam, the force behind Wild Oak Capital, on LinkedIn. Explore his innovative work in real estate on his website. Join his network today!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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Oct 3, 2023 • 33min

WS1808 Increase Your Net Operating Income With The "TCO" Method | Andy McQuade

In this insightful podcast episode, our host Whitney Sewell sits down with distinguished guest Andy McQuade, a leading principal at the prestigious Arm Companies. The discussion revolves around the vital topic of Total Cost of Ownership (TCO), a concept that holds immense significance for those immersed in the real estate sector.They explore the lasting financial ramifications of astute purchasing decisions, with Andy presenting real-world examples to illustrate the profound monetary effects of such strategic choices. The episode also underscores the need for operators to boost operational efficiencies and drive income growth from their properties.The conversation sheds light on the fact that many challenges faced by operators are not unique but rather shared across the industry. By tuning in, listeners can expect to gain a wealth of knowledge on how to sidestep costly mistakes and optimize returns in the realm of real estate syndication.Don't miss the opportunity to connect with Andy McQuade, a mastermind in multifamily real estate, directly on LinkedIn. Engage with his wealth of knowledge and stay updated with his latest insights. Connect with Andy on LinkedInFor more in-depth resources and to learn more about his innovative TCO method, make sure to visit ARM Companies' official website. Discover how you can make smarter investment decisions today. Visit ARM Companies' WebsiteVISIT 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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Oct 2, 2023 • 20min

WS1807 This Model Could Help You Save Money on Every Property | Andy McQuade

In this enlightening episode, our host, Whitney Sewell, sits down with real estate savant and managing principal of ARM companies, Andy McQuade. With a quarter-century of industry experience under his belt, McQuade unveils his game-changing approach - The Total Cost of Ownership (TCO) Method.McQuade's expertise lies in empowering investors and operators to make informed property purchases that yield long-term benefits. This episode is a goldmine of insights as he delves into how the TCO method can lead to substantial savings by taking into account the comprehensive costs and benefits over time.For those navigating the multifamily real estate landscape, McQuade's insights are invaluable. Tune in to gain a fresh perspective and enhance your understanding of cost-effective property investment strategies.Don't miss the opportunity to connect with Andy McQuade, a mastermind in multifamily real estate, directly on LinkedIn. Engage with his wealth of knowledge and stay updated with his latest insights. Connect with Andy on LinkedInFor more in-depth resources and to learn more about his innovative TCO method, make sure to visit ARM Companies' official website. Discover how you can make smarter investment decisions today. Visit ARM Companies' WebsiteVISIT 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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Oct 1, 2023 • 32min

WS1806 The Future of Real Estate Investments | Highlights Joshua Kagan

Unveil the future of real estate investment as we delve into the fascinating world of tokenization with our guest, Joshua Kagan. This highlight episode promises a transformative take on the intersection of technology and real estate, highlighting platforms like Bonfire that are breaking down barriers in this traditionally exclusive sector.Joshua, a veteran in the realms of venture capital, real estate, and technology, introduces us to Bonfire – an innovative platform that is setting ablaze traditional real estate investment practices worldwide. Our conversation illuminates the potential of tokenization, underscoring its unique advantages for passive investors.Prepare to gain insights on how tokenization opens access to superior deals, enables lower investment minimums, and provides liquidity options. Joshua demystifies Bonfire's meticulous due diligence and risk assessment protocols, assuring listeners of the high-quality investments they can anticipate. For those contemplating tokenizing their real estate assets, he provides indispensable advice on crucial factors – from regulatory compliance to self-issuance and managing both accredited and unaccredited investments.Throughout our engaging conversation, Joshua's fervor for democratizing real estate investment is palpable. He offers practical guidance on the potential of this disruptive strategy that benefits both sponsors and investors. As we conclude, Joshua extends an open invitation to our audience interested in learning more about Bonfire and its offerings.Whether you're an experienced investor or a newbie in the real estate universe, this episode is designed to revolutionize your investment perspective. Tune in to stay ahead of the curve in real estate investment trends.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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Sep 30, 2023 • 42min

WS1805 Level Up Your Business With These Strategies | Highlights Whitney Sewell

Uncover the transformative power of the Daily Huddle in this highlight podcast episode. We delve into how this pivotal team meeting can ignite productivity, foster team synergy, and strengthen personal connections among members. Learn how clear comprehension of individual roles and responsibilities can be enhanced through one-on-one meetings.In this episode, we also narrate a personal story about embracing risk and stepping outside comfort zones. Discover how my wife and I took a bold step, sold our farm, and chased our dreams, staring down criticism and doubt. This adventurous journey underscores the power of confronting fears, taking calculated risks, and making unconventional decisions that have the potential to mold your future.Towards the end, we dissect the vital role that self-discipline and long-term planning play in achieving success. Listen closely as we discuss goal setting, staying focused, and the power of action in transmuting your life. Recognize the significance of mentors in keeping us answerable for our actions and the influence of aligning ourselves with accomplished individuals.Discover the power of delayed gratification and how making short-term sacrifices can lead to long-term benefits. Don't let this enlightening journey pass you by. Click on the links to listen to our full episodes and dive deeper into these transformative concepts. https://lifebridgecapital.com/2022/10/17/ws1457-pmanaging-massive-growth-whitney-sewell/https://lifebridgecapital.com/2022/10/17/ws1457-pmanaging-massive-growth-whitney-sewell/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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Sep 29, 2023 • 26min

WS1804 The Impact of Insurance and Property Taxes on Real Estate Investments | Brian Bailey

Uncover the profound influence of economic factors, job growth, and capital on the commercial real estate landscape. In this enlightening episode, we dive deep into the interconnected relationship between these crucial elements and their impact on market liquidity, equity cash requirements, and overall market sentiment. Joined by industry expert Brian Bailey, we dissect the current challenges and potential implications within the commercial real estate market.Get a grasp on the escalating operational expenses, with a focus on insurance costs, and explore the repercussions of decreasing property taxes in certain municipalities. Gain Brian's unique insights into how reduced municipal services can affect multi-family communities and commercial operators.Ever been curious about the key metrics and data sources that successful real estate investors swear by? Brian unveils these secrets, sharing his strategies for navigating market fluctuations and pricing shifts. However, our conversation extends beyond mere numbers. Brian underscores the importance of nurturing the next generation of investors, recounting his journey towards earning his doctorate and his commitment to providing resources for those keen to delve into commercial real estate investment.This episode offers a potent mix of practical advice, personal anecdotes, and progressive dialogue. It's an essential listen for anyone eager to comprehend or invest in the commercial real estate sector. Discover how economic impacts, job growth, and capital availability shape the commercial real estate landscape and arm yourself with the knowledge to navigate it successfully.Don't let the conversation end here! Connect with Brian Bailey on LinkedIn for a deeper dive into his expertise in commercial real estate. His profile is brimming with invaluable insights and knowledge that you don't want to miss. Also, make sure to visit his website where you'll find an extensive array of resources and thought-provoking content about finance, development, and private equity. http://atlantafed.org https://www.linkedin.com/in/brian-bailey-ccim-cre-1a73888/ 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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Sep 28, 2023 • 30min

WS1803 Challenges and Opportunities in Commercial Real Estate Lending | Brian Bailey

Brian Bailey, a highly-regarded authority at the Federal Reserve Bank of Atlanta, shares professional insights on the dynamics of real estate values, banking health, and population shifts. He discusses the complexity of appraising commercial real estate values, implications of lending rates, oversupply of luxury multifamily units, and scarcity of affordable housing options. Brian sheds light on regulatory changes, impact of remote work on office spaces, and the significance of knowledge transmission. Prepare for a thought-provoking journey packed with professional insights and advice.
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Sep 27, 2023 • 35min

WS1802 Unpacking Financial Leadership | Ted Rose

Welcome to a captivating discussion featuring Ted Rose, the innovative CEO and founder of Rose Financial. Renowned for his vast expertise in both public and private accounting, Ted introduces us to his revolutionary business model, "Finance as a Service". This model is a game-changer, helping businesses streamline their back office operations and future-proof their financial management.Ted explores the concept of borrowing and buying versus building and maintaining, particularly in the tech sector. This conversation is essential listening for entrepreneurs aiming to amplify their business's potential using cutting-edge technology and strategic financial planning.In our insightful conversation, Ted highlights the critical role of visionary leadership in the CFO position. He also outlines the key components of an excellent back office team. Ted illustrates the engagement system necessary for enhancing financial confidence, spotlighting the importance of outcomes-based agreements, intelligent workflows, and end-to-end lifecycle support for companies.Demystifying financial leadership and auditing requirements, Ted offers a comprehensive understanding of when and why an organization might require an internal CFO or a third-party CFO. This segment is crucial for businesses navigating their growth journey.As we approach the conclusion, Ted emphasizes the necessity of understanding your business's financials. He speaks about the transformative power of financial visibility, a tool that can drive financial confidence. Revealing the cutting-edge technology his team launched this year, Ted discusses the metrics and KPIs he uses to assess a business's health.Lastly, we delve into Ted's philosophy on success as a disciplined journey over time. He shares how Rose Financial contributes to the community, providing a refreshing perspective on financial management, philanthropy, and real estate syndication.Don't forget to explore more about Ted Rose's innovative financial solutions. Visit Rose Financial's website today to discover how "Finance as a Service" can transform your business operations. Click the link now and take the first step towards future-proofing your financial management!https://rosefinancial.com/managementrosefinancial-html/ 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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Sep 26, 2023 • 24min

WS1801 How to Get Started in Senior Living Investments | Vinney Chopra

Embark on a captivating journey through the real estate sector with industry trailblazer, Vinney Chopra. Delve into the intriguing world of demographic changes, housing scarcities, and the rising trend towards senior living. Vinney's sharp insights and deep knowledge illuminate these transitions, demonstrating his knack for staying ahead in the game. His strategic foresight enabled him to amass an impressive $20 million during COVID, highlighting the power of readiness, continuous learning, and investor relations. With Vinney's savvy techniques, you'll gain a comprehensive understanding of the ongoing transformations in the real estate industry.Venturing further into the complexities of senior living investments, Vinney discusses potential risks, the necessity of long-term commitment, and robust strategies to tackle these challenges. He underscores the importance of assembling a proficient team and maintaining a positive attitude. His daily rituals of exercising and reading, coupled with his capacity to draw lessons from the past while remaining rooted in the present, offer invaluable insights for achieving success.Don't let your real estate investment journey stop here! Visit Vinney Chopra's website to delve deeper into the world of senior living investments. Discover more insights, learn from Vinney's vast experience, and keep yourself updated on the latest trends in the industry. Click here now to continue your learning adventure. 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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