

The Real Estate Syndication Show
Whitney Sewell
With over 2000 episodes and counting, The Real Estate Syndication Show - hosted by entrepreneur, philanthropist, and investor Whitney Sewell - is your comprehensive guide to all things real estate and beyond. Here you’ll find real, raw conversations full of expert insights and practical strategies, along with powerful and inspirational personal journeys.From real estate tycoons like Scott Trench (CEO @ Bigger Pockets) and Spencer Rascoff (Zillow co-founder) to investing gurus like Joe Fairless (Best Ever CRE) and philanthropy leaders like Lloyd Reeb (Halftime Institute) – each conversation brings its own unique edge, inspiration, and actionable value.Tune in every Thursday for a new episode and start your weekend educated, inspired, and refreshed.
Episodes
Mentioned books

Sep 5, 2023 • 55min
WS1780 How to Navigate Real Estate Cycles | Chris Okada
Dive into the dynamic world of scaling real estate investment with our distinguished guest, Chris Okada. In this episode, we delve into the nuances of scaling real estate, starting from raw ambition and no prior knowledge. It's a captivating journey as Chris navigates the unpredictable waves of New York City's real estate market.Discover unique insight into Warren Buffett’s cash hoarding strategy and its correlation with regional bank crises, all within the context of scaling real estate. This dialogue is designed to optimize your understanding of the market, enhancing your real estate SEO ranking.Transitioning into a deeper conversation about scaling real estate, we explore the wise management of wealth and the creation of robust cash flow channels. Uncover the golden ratio of liquid cash to assets, a strategy effectively utilized by industry giants like Warren Buffett and JP Morgan.As we conclude the discussion on scaling real estate, we glean lessons from Chris's experiences in real estate development, highlighting the power of a cohesive team and the negative impact of weak links on projects.Wrapping up, we offer valuable advice for those aspiring to scale real estate and join the top 1%. Open your mind, and let the wealth of insights from this episode guide your financial path.Seize the opportunity to connect with Chris Okada on LinkedIn. Engage with his insights, start a conversation, and delve into his vision on his website. This could be your key to new commercial real estate prospects. Remember, in real estate, every connection matters. So, connect with Chris Okada on LinkedIn and explore his website 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/

Sep 4, 2023 • 34min
WS1779 Unlocking Opportunities in Commercial Real Estate | Chris Okada
Step into the dynamic sphere of commercial real estate in New York City, renowned for its high-stakes competition and ceaseless evolution. Your guide on this journey is Chris Okada, CEO of Okada and Company, who shares the inspiring saga of his family's rise from humble beginnings to real estate prominence.Discover the strategic wisdom that propelled their focus on the NYC office asset class and understand their resilience amidst the 2008-2009 financial crisis. As we gaze into the future, the conversation shifts to the transformation of office spaces, reflecting the needs of the contemporary workforce.Unearth how landlords and investors can adapt, transitioning from traditional cubicle layouts to innovative workspaces embellished with intriguing artwork and thoughtful design elements. Focusing on New York City and San Francisco, we delve into current trends in office occupancy rates and the landscape of the post-pandemic workforce.Gear up to capture unique opportunities offered by the post-pandemic real estate market. Chris imparts expert advice on leveraging these prospects with favorable interest rates, loan-to-value ratios, and recalibrated cap rates. He also directs us to his insightful article, "From Fear to Fortune."Promising a fresh perspective on the commercial real estate industry and the vibrant NYC market, this episode is not to be missed. Tune in to elevate your real estate knowledge and expertise today.Don't miss out on the opportunity to connect with Chris Okada directly. Visit his LinkedIn profile to engage with his posts, view his insights, and even start a conversation. Additionally, take a moment to explore his website for more in-depth information about his work and vision. Who knows? This could be your chance to unlock new possibilities in the world of commercial real estate. Follow Chris Okada on LinkedIn and visit his website today - because when it comes to real estate, every connection counts. Connect with Chris Okada on LinkedIn | Visit Chris Okada's 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/

Sep 3, 2023 • 38min
WS1778 Tax Strategies Every Investor Needs to Know | Highlights
In this highlight episode, Kenneth Kastner shares his expertise in offshore US real estate investment. He covers potential challenges and technicalities that international investors face. Important topics include the need for ITIN and LLC, risk of dual taxation, and complexities of obtaining a bank account.Understanding tax implications when partnering with foreign investors is crucial. Kenneth explains the need to withhold taxes, the FERPTA legislation, and how to calculate the quarterly withholding estimate for the IRS. The takeaway? It's vital to have a tax professional on your team.Brian Martinez, another real estate expert, joins us. He discusses tax consequences of investing with an IRA and distinguishes between 506C and 506B. He also highlights prohibited transactions in IRA investments, focusing on disqualified parties and non-permissible investments.The episode concludes with a look at tax-free retirement strategies and wealth accumulation through retirement accounts. Ready to dive into the world of real estate? Don't miss the full episodes. Click the links below to tune in. Your future self will thank you!917https://lifebridgecapital.com/2021/04/25/ws917-ideal-strategy-for-tax-free-wealth-with-brian-martinez/921https://lifebridgecapital.com/2021/04/29/ws921-navigating-the-us-tax-world-for-foreign-investors-with-kenneth-kastner/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/

Sep 2, 2023 • 24min
WS1777 What to Know About 506(b) and 506(c) Syndication | Highlights Mauricio Rauld
Curious about the impact of 506B and 506C exemptions on your real estate syndication? Join us as we delve into an enlightening conversation with Mauricio Rauld, a real estate expert. He offers essential insights into the recent changes in these exemptions and how to harness them for your benefit. Explore the transition process from 506B to 506C with Mauricio , a move that opens up new avenues for advertising your offerings - a game-changer for operators.Our discussion deepens as we explore the critical role of decision-making around 506B and 506C exemptions. Mauricio underscores the importance of third-party verification for accredited investors, cautioning against the pitfalls of unreliable CPA letters. Transparency takes center stage in our chat, highlighting its significance in investor information disclosure. We also demystify the complexities of structuring two distinct funds linked through varied classes.In the concluding part of our talk, Mauricio shares his wisdom, advising on treating separate offerings as entirely independent to avoid fund co-mingling. His mantra for success? Begin early and maintain discipline. As a bonus, Mauricio invites you to his weekly live sessions, a platform where he disseminates knowledge to the real estate community. Harness the power of the Real Estate Syndication Show to boost your real estate wealth. Embark on this exciting journey with us at LiveBridgeCapital.com!Click the links below to listen to full episodes and gain invaluable insights from industry experts. Don't miss out on the opportunity to boost your knowledge and elevate your real estate journey. Start listening now!https://lifebridgecapital.com/2022/04/15/ws1272-the-current-legal-landscape-for-re-syndicators-pt-1/https://lifebridgecapital.com/2022/04/18/ws1275-the-current-legal-landscape-for-re-syndicators-pt-2/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/

Sep 1, 2023 • 27min
WS1776 Understanding Delaware Statutory Trusts | Ben Carmona
Are you curious about the tax advantages of 1031 exchanges or how Delaware Statutory Trusts (DSTs) can enhance your real estate portfolio? We have Ben Carmona, Managing Partner at Perch Wealth, ready to demystify these complex topics. Known for his expertise in 1031 exchanges and DSTs, Ben reveals key insights into DST structure, the benefits of passive management, and who can reap the most rewards. Especially if you're tired of hands-on property management, this episode is a must-listen.Interested in learning how to evaluate a sponsor in the private real estate sector? Ben has the answers. As we delve into over 125 DST offerings, he paints a vivid image of the sector's potential over the next 10 to 20 years. He also simplifies the due diligence process, the time constraints involved, and the immediate income distributions that make DSTs an appealing choice for those considering a 1031 exchange. Lastly, Ben offers priceless advice on connecting with industry experts for further guidance. So, whether you're contemplating real estate investment, or seeking to understand more about DSTs and 1031 exchanges, this episode is packed with value.Ready to take the next step in your real estate investment journey? Don't hesitate to reach out to Ben Carmona directly. He's eager to answer your questions and guide you through the complexities of 1031 exchanges and Delaware Statutory Trusts (DSTs). Send an email to bencarmona@perchwealth.com or give him a call at 818-269-4972. It's time to unlock new possibilities for your portfolio with expert advice from Ben!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/

Aug 31, 2023 • 31min
WS1775 Gaining Financial Control with Bank on Yourself | Mark Willis
Certified Financial Planner, Mark Willis, discusses the 'Bank on Yourself' strategy using dividend-paying whole life insurance policies. He explains the benefits of guaranteed growth, tax advantages, and utilizing the policy for major purchases. The podcast explores fixed income assets, maximizing the growth and efficiency of an insurance policy, and the importance of contractual wealth.

Aug 30, 2023 • 27min
WS1774 Passive Real Estate Investing for Financial Freedom | Charlie Hardage
Discover the transformative journey of Charlie Hardage, co-founder of Passive Profits, and how he scaled real estate investments. From skepticism to success in passive real estate investing, his story offers a roadmap to financial freedom.Charlie initially doubted the potential of this financial venture. But self-education and a leap of faith led him to invest in two deals that changed his life. These marked the start of his financial independence and control over retirement.Charlie, an expert in commercial real estate and apartment syndication, shares insights into the dynamic market and investment opportunities. We discuss interest rates, deal flows, and their effects on his strategies. We also delve into the implications of expiring rate caps and refinancing options for current operators.But this episode goes beyond data. It's about Charlie's journey towards enhancing his business and helping new investors. He's built an automated customer journey through 40 insightful articles and shares resources for networking. And he doesn't stop there. He offers advice for passive investors, key metrics he tracks, and his disciplined habits.Ready to scale real estate investments? Connect with Charlie on LinkedIn and visit his website for invaluable tools. For an in-depth understanding of passive investing, tune into his podcast, Passive Investors Playbook. Let's elevate your journey to financial freedom together!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/

Aug 29, 2023 • 27min
WS1773 Navigating a Change in The Market | Rob Finlay
Are you set to boost your real estate strategy? Let's start with Rob Finlay, an industry pioneer. His insights on navigating rising interest rates and the shift to remote work are invaluable.Moving on, we delve into smart cash management. In this volatile market, he believes those with liquidity and innovative strategies are well-positioned to uncover opportunities.Continuing, he provides practical tips for asset optimization and debt management. Feeling stuck in the current market? Learn how to counteract its impact on capital market groups with data-driven decisions.Next, we explore the role of technology in investments. Rob views it as a crucial tool for minimizing mistakes. He guides us through equity optimization and offers advice on determining appropriate levels of debt for different assets.Shifting focus to passive investors, Rob shares insights on key performance metrics. He emphasizes continuous learning beyond one's own industry. Engage in dialogues with sponsors, understand various asset classes, and stay prepared to seize opportunities.Finally, we discuss Rob's book, "Beyond the Building", and his perspectives on fostering innovation in commercial real estate. Don't miss this chance to connect with Rob Finlay, a leading voice in commercial real estate! Start a conversation with him today that could transform your career.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/

Aug 28, 2023 • 28min
WS1772 Generate Market- Beating Returns Using Technology and Innovation | Rob Finlay
Embark on a journey to scale real estate with Rob Finlay, an industry veteran of commercial real estate (CRE) and asset management. His inspiring transition from a family-operated real estate venture to the high-paced world of Wall Street, and eventually back to CRE, offers invaluable insights. Listen as he unfolds the strategies of Thirty Capital, his firm celebrated for its comprehensive asset, debt, and equity optimization solutions, all designed to enhance property value.Our conversation navigates the exciting intersection of technology and real estate optimization. Rob shares his expert views on how technology can significantly bolster property value. He stresses the importance of debt optimization and the increasing demand for intuitive tech tools. According to him, the decision to adopt new technology should hinge on its potential return on investment (ROI).Moreover, we delve into practical methods for optimizing your real estate investments and managing debt efficiently. Discover how technology equips asset managers to make data-driven decisions, compare metrics to market benchmarks, and evaluate properties. We also discuss how innovation can edge commercial real estate owners ahead of the competition. This episode is a must-listen for anyone aiming to scale their real estate portfolio.Take your understanding further by visiting Rob's website, where you'll find more insights into how to scale real estate, commercial real estate, and asset management. Don't forget to check out his latest book, 'Beyond the Building'. This engaging read brims with valuable advice, case studies, and strategies that take you beyond the bricks and mortar to truly optimize your real estate investments. So, what are you waiting for? Visit Rob's website now and upgrade your real estate game with 'Beyond the Building'! It's time to scale your real estate journey.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/

Aug 27, 2023 • 31min
WS1771 Building a Strong Marriage Through Entrepreneurship | Highlights Julia Barbaro
Starting a successful business and fostering a healthy family life is no easy feat. In this episode, Julia and I share our entrepreneurship journey, highlighting the importance of balance, resilience, and clear communication.We dive into Julia's audacious voyage with her husband. They established a restaurant, weathered countless challenges, and then moved to Florida for a fresh start in real estate. Their key to overcoming hurdles? Effective communication.Communication played a pivotal role in articulating future goals and expressing gratitude for tireless efforts. It also helped them unite their family amidst major life changes and relocation struggles. This episode explores the transformative power of clear communication and active listening.We also discuss the art of balancing professional and family life. It's crucial to acknowledge our partner's efforts in maintaining the family while we pursue our entrepreneurial dreams. In retrospect, it's all about finding the perfect equilibrium where work and family coexist harmoniously.Join us as we shed light on the unsung heroes of entrepreneurship - our supportive partners. Tune in to this episode to learn more about our journey and the lessons we've learned along the way.Click the link below to access full episodes and embark on this journey of entrepreneurship, relationships, and personal growth with us. Tune in now and let's navigate these life transitions together!https://lifebridgecapital.com/2022/06/23/ws1341-why-a-happy-home-is-key-to-business-success-part-1-julia-barbaro/https://lifebridgecapital.com/2022/06/24/ws1342-why-a-happy-home-is-key-to-business-success-part-2-julia-barbaro/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/