The Real Estate Syndication Show

Investing internationally comes with a range of risks. From political instability to inflation to cultural and language differences – these add to the already complex and uncertain nature of international investments. However, our guest, Evie Brooks of My Panama Vacation Realty shares with us how these can be overcome if you work with the right people.Join Evie in this second part of our podcast series as she explores the risks associated with overseas property investing and what can we do about it to achieve success. Key Points From This Episode:What are the other benefits of investing internationally in real estate?What are the risks of investing internationally in real estate?What is Panama like for investors? What are the jobs available there? What industries employ the most people? Tweetables:“If I find that you have overcharged and are taking advantage of one of my clients, there are no second chances.”“You got to just be ultra-cautious, especially when you're not from that region or that country, because they see outside international investors as a one-dollar sign.”“Safety is not an issue that I've ever been concerned with in Panama. The only time you ever hear about something violent is domestic. I have been down there since 2012. And I've only once had an encounter that created some concern.”“By being intricately involved in all the different projects and buildings with different developers that we work with, we have a pretty good strong handle on what is a good value.”“We negotiate with the developers to get a really below market retail price that they're selling for the projects that we offer to our clients.”“You would need to get with a CPA, which we do have CPAs that we work with, and that we do recommend to actually see how that ties into your plan.”“Your taxes in Panama are substantially lower for everything.”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/

Investing in real estate properties abroad can be a lucrative and rewarding venture for savvy investors. Today, purchasing property overseas has become increasingly accessible to individuals seeking to diversify their investment portfolio. However, it requires a comprehensive understanding of the local market and legal framework, as shared by our guest, Evie Brooks of My Panama Vacation Realty.Join Evie as she shares how international investing has changed her life and how this can be possible for you too. Key Points From This Episode:What made her want to migrate to Panama and invest in real estate?What are some of her areas of focus in her business?What is international investing and why might we choose to invest in another market outside of the US?What is the cash flow like in international investing?What are the other factors that we need to know about international investing?What kind of business plan would international investors be looking for?What are the other strategies than international investors should be thinking about? Tweetables:“I love teaching people what I have learned just in investing in general because it works anywhere in that industry, with people wanting to look at options instead of their home country.”“I love teaching people and as a result of that, I'm bringing to others the continued mentorship and support with all of my clients.”“The international market is such a niche market. And it's becoming a true buzz of what's happening within the world, not just the United States or North America, but all over the world.”“It's just a fun industry. It's like helping people improve their life without having all the pitfalls that most people do have when they try to do international investing.”“You want to diversify your portfolio, and that's a whole training in and of itself.” “You need to know what those goals are. And most people don't even know what their own goals are. So that's the first thing I want to do: we sit down with people and help them determine what their goals are.”“Panama is very, very, very easy. I can have someone in a deal within 72 hours, say, ‘Wow, just pictures and videos, contract signed, sealed, delivered everything done, they own the property.’”“I'm very selective about who I work with. I do not work with just any old Joe developer, 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/

In this #Highlights episode, we look back at our conversations with Blake Dailey and Alex Jarbo. Blake Dailey is a multifamily real estate investor as well as an Air Force Contracting Officer. He used the BRRRR strategy to buy, rehab, rent, and refinance residential properties, and then do short-term rentals using Airbnb, which is where the ‘nb in BRRRR’nb comes from!Short-term rentals have gained momentum especially since people are starting to travel again after the lockdowns caused by the pandemic were lifted. In this episode, we hear a very interesting take on syndication, specifically syndicating short-term rental projects. Alex Jarbo shares his unique short-term rental development strategy.Key Points From This Episode: Blake describes going through the real estate investing process with his wife.How many units did it take to replace his W2 income?How to branch into commercial multifamily from short-term rentals.How to finance short-term rentals through creative financing and relationships with local banks.How to transition from self-managing the property to bringing on a property manager.Alex shares his first real estate ground-up development.Why does Alex choose short-term rentals and not long-term rentals like multifamily?How did Alex scale his short-term rental business?Short-term rentals are properties that offer experience in themselves.How did a mentor help Alex to drive his business forward?Alex details the short-term rental projects he is syndicating.Tweetables:“Commercial multifamily is the way to do less transactions, have bigger payouts, and have the time reward be more, economies of scale, really. You hear that all the time in commercial multifamily. It’s scalable and there’s efficiencies built in.” –Blake Dailey“When I look at my goals and where I wanted to be at that time, the way to fast track that is through short-term rentals. I think that’s why a lot of people gravitated towards that in the last three years because they realized how many short-term rentals can actually make.” –Alex JarboLinks Mentioned in Today’s Episode:Blake Dailey on LinkedInMultifamily Journey websiteAlex Jarbo on LinkedInVISIT 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/

Will senior living be a smart addition to your investment portfolio? In recent years, senior living has proven its market resilience throughout all economies providing a stable ROI for investors. With baby boomers aging, people living longer, and a general acceptance of the idea of assisted or independent senior living and retirement communities, senior living is poised to continue growing for years to come. In this #Highlights episode, we look back at our conversations with Brandon Schwab and Adam Benton. Having experienced first-hand the deficient care of his grandfather at a large, industrial-type senior living facility, Brandon vowed to improve the industry by starting his own senior living company that provides better quality care to the elderly. On the other hand, Adam talks about demographic trends in senior living and the similarities between the senior living model and multifamily. Listen now to learn all the reasons why it is good to invest in senior living! Key Points From This Episode: A unique senior living concept and model to start your own business.Differences between typical large senior living facilities and the small senior living concept. Why smaller senior living facilities are able to offer more care to residents than huge, industrial-type building facilities.Demographic trends in senior housing and in real estate in general.How senior housing is similar to multifamily.Reasons why senior housing is a good investment.Staffing structure and requirements of a senior housing facility.Staff reputation and ability to provide excellent care matter most in senior housing. Tweetables:“This concept (senior living) is able to operate in all areas and it probably operates easier in towns where there aren’t tons of people.” –Brandon Schwab“Because of that need-driven nature of the business, what we find is that in various economic conditions, there’s always demand.” –Adam BentonLinks Mentioned in Today’s Episode:Brandon Schwab on LinkedInShepherd Premier Senior Living websiteBoutique Senior Living Fund websiteAdam Benton on LinkedInVISIT 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/

Today’s episode features Matthew Vincent, David Choi, Kevin Romney, and Zach Haptonstall, the experts on finding off-market deals. Matthew tells us how he finds new opportunities with corporate real estate companies and David shares how it was possible for him to source deals as a beginner without a network.Kevin also gives us valuable insights as he discusses the off-market deals he has syndicated and explains to us why it’s important to build your network. Keep listening as Zach details the five off-market deals they had and how his people helped to scale his business. Tune in now and don’t miss the opportunity to learn the best practices to find off-market deals!Key Points From This Episode: Where to find new opportunities in the commercial real estate market.The ways to add value to the people you’re pitching.How to start sourcing deals and reaching out to owners without any relationships or network.How to gather data and narrow them down to your target market.Samples of finding off-market deals and syndicating them.What is the importance of building your network and showing up?Zach details their five off-market deals under a contract worth $110 million.The people Zach have put together for him to be able to scale up his business.Tweetables:“Once you find the owner the institutions are probably gonna be pretty quick to put it in an offer, even if they have minimal underwriting data, sometimes they don't even need to see the operating statement to find a good value because they have the resources to underwrite something without even looking at the place.” - Matthew Vincent“When brokers talk to me they would hear a young kid on the phone and they didn't believe what I was saying, so I had to figure out how to source deals direct to sellers and not through my network.” - David Choi“It would be prudent for you to figure out what data set is most accurate in your market and take that 20 hours, 30 hours of research before going crazy..” - David Choi“It's just a matter of getting out, getting in front of people, continuing your education, but also building your network.” - Kevin Romney“You need to constantly be cranking tours and asking intelligent questions, and then tell a little bit about yourself, and then at the end of the tour, I'll always try to break into tVISIT 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/

In this episode, we look back at our conversations with Alex Shandrovsky & Michael Brady, Ted Lanzano, Sunil Chillar and Greg Lehrmann. Our discussion zeroes in on how these real estate investors leverage on 1031 Exchanges. Alex and Michael share their thoughts on entering a 1031 Exchange, while Ted explains what it is for a newbie investor.Sunil, on the other hand, compares 1031 Exchange with a DST. Finally, Sunil tells us how the 1031 Exchange has come to be popular. Listen, learn and add these simple strategies to your passive investment plans!Key Points From This Episode: How does a 1031 Exchange work? How can investors get into 1031 Exchange?What is the right use case for the 1031 Exchange versus the DST?What was Greg’s experience with 1031 Exchange back then?Links Mentioned in Today’s Episode:Alex Shandrovsky on LinkedInMichael S. Brady on LinkedInTed LanzaroSunil Chillar on LinkedInGreg Lehrmann on LinkedInAbout Alex ShandrovskyAs a Senior Business Development representative for Madison 1031 Exchange, Alex Shandrovsky has the privilege of building multigenerational wealth for driven real estate investors. He is a proud husband and father to 3 adorable children.About Michael BradyMichael S. Brady is Executive Vice President of Madison 1031, a national Qualified Intermediary for tax-deferred Exchanges pursuant to Internal Revenue Code §1031. As a Certified Exchange Specialist® and attorney, his responsibilities include consulting with clients and their advisors to provide guidance on the regulations affecting §1031 Exchanges, as well as overseeing Madison 1031 Exchange’s national sales and marketing efforts. About Ted LanzaroTed Lanzaro is a Certified Public Accountant and real estate investor with over 29 years of real estate consulting and investing experience. He is also the author of The Tax-Smart Landlord, a book of tax strategies for real estate investors. Ted has helped thousands of investors nationally save millions of dollars in taVISIT 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/

For today’s episode, Kevin Dureiko, James Eng, Eric Johnson, and Freddy Johnson take us on a journey through mastering the lending environment. Kevin elaborates on how their marketing changed as Covid started unfolding. James gives us tips on what to consider when doing an underwriting for lenders and approaching them.As we sit with Eric, he tells us the creative ways to maximize growth through lending and the most crucial challenges of the process. And lastly, Freddy explains to us what a yield curve is and how exactly changes in interest rates affect cap rates. Don’t miss out on these best episodes and takeaways about the lending environment! Tune in now!Key Points From This Episode: Where do things sit in the lending industry in the middle of COVID?How did the pandemic help Kevin realize who they were competing against, which changed their marketing strategy?James shares what interest rates he thinks investors can expect in five years. Insights into what you should consider when underwriting and approaching lenders. The creative ways people have had for lending that explodes their growth.The hardest part of the lending process and working with commercial investorsFreddy talks about how interest rates affect cap rates.What is a yield curve?Links Mentioned in Today’s Episode:Birch and Dobson websiteKevin Dureiko on LinkedInJames Eng on LinkedInOld CapitalEric Johnson on LinkedInShoreside FinanceFreddy Johnson on LinkedInAbout Kevin DureikoKevin Dureiko is the founder and fund manager of Birch and Dobson LLC, a  private real estate debt fund located in Connecticut.  The main focus of the fund is lending to real estate investors with mortgages in the first position on value-add syndicated multi-family properties, non-syndicated multi-family, and 1-4 family.  About James EngJames Eng serves as a Senior Director for Old Capital. James is actively involvedVISIT 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/

In this episode, we look back at our conversations with Maurice Philogene, Heather Dreves, Trevor Thompson and Denise Piazza. Our discussion zeroes in on how these pros have found their way into passive investing. Maurice talks about his journey to CRE, while Heather shares how her company helps finance investors achieve their passive income dreams.Trevor, on the other hand, shares how he employs processes that make his investing more successful. Finally, Denise tells us how mentorship has helped her invest wisely.Listen, learn and add these simple strategies to your passive investment plans!Key Points From This Episode: What does Michael’s path to commercial real estate look like?Why did it take him 14 years to become financially independent?How does Heather make lending more inclusive?What are the processes that Trevor employs that would help passive investors?How has mentorship influenced Denise’s path to real estate?Tweetables:“Having a mentor is everything because they can guide you and even if the mentor is not 100% correct, it doesn’t matter.” - Maurice Philogene“So, these small-dollar balances, that’s what this fund was really opened for, because we wanted to give that opportunity to invest and create wealth to everybody, just not high net worth individuals.” - Heather Dreves“The most important thing is for you to spend time and find the right person that is the sponsor of the deal and connect with them.” - Trevor Thompson“I also went with a mentor with not quite as large of a group, so I’ve been able to make some incredible connections with folks in that team and try to lead with my value-add to wherever they are in their process and wherever their experience takes them.” - Denise PiazzaAbout Maurice PhilogeneMaurice Philogene is passionate about living life to the fullest and invests in multifamily real estate as a way to make that possible.  Maurice locates, invests and operates apartments, mobile home parks, and multifamily commercial real estate across the United States. About Heather DrevesHeather Dreves is the Director of Funding at Secured Investment Corp and a fund manager that oversees the management of the Secured Investment High Yield Fund II LLC and the Circle of Wealth Fund III LLC, Secured Investment Corp is one of the fastest-growVISIT 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/

In today’s #Highlights episode, Paul Moore, Fernando Angelucci, Jacob Vanderslice, and Scott Krone takes us back to the best episodes and takeaways about the lending environment. Paul discusses with Whitney the challenges in finding deals and the many opportunities to add value in self-storage. Moving forward, Fernando talks about how self-storage is adapting to technology and why it remains to be an attractive investment opportunity. Meanwhile, Jacob shares the benefits of being in the self-storage space during the pandemic and Scott reminds us that aside from the market, we should also worry about the level of competition in the space.Tune in now and get access to the best tips in the self-storage space just for free!Key Points From This Episode: The number of self-storage facilities in the US and how did it give opportunities.How do you find value in self-storage and how that can grow your wealth?Why self-storage has been slow to adapt to technology but has still remained to be an attractive investment opportunity.The competition in the self-storage industry and how is it divided into two brackets: REITs or pseudo-REITs, and independent operators.What are the benefits of self-storage during pandemic?The challenges of operating a fund and the risks of not being able to deploy capital.Why is competition the biggest hurdle in self-storage?Links Mentioned in Today’s Episode:Paul Moore on LinkedInFernando Angelucci on LinkedInJacob Vanderslice on LinkedinScott Krone on LinkedIn About Paul MoorePaul Moore is the Founder and Managing Partner of Wellings Capital. Paul entered the real estate sector, where he completed 85 real estate investments and exits, appeared on an HGTV Special Real Estate episode, rehabbed and managed dozens of rental properties, developed a waterfront subdivision, and started two successful online real estate marketing firms. About Fernando AngelucciFernando Angelucci is founder and presidVISIT 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/

When passively investing in real estate, a big question that an investor asks is, “How do I vet a syndication deal?” Upfront, an investor must look at investment structure and returns, the market, and the risks. But beyond the numbers on paper, it is foremost to know if your money is in good hands. But, how do you know if you can trust the sponsor who’s leading the deal?In this #Highlights episode, we look back at our conversations with Samuel Giordano and Bronson Hill. Learn how to evaluate syndication deals and know what a passive investor should be thinking about, and the things that should be important before doing a deal and moving forward with your investments.Key Points From This Episode: What turns Samuel off about a specific sponsor?What are Samuel’s biggest criteria for choosing a sponsor or operator?Specific questions that investors should ask sponsors to learn how they manage risks and downturns. What are the three parts of a deal that passive investors should look at before investing?How to best figure out the reputation of an operator.The importance of alignment of goals and values for passive investors.The importance of having contingencies in place before you get into a deal.What are the specific strategies Bronson is using to protect investors from the market swing?Bronson touches on conservativeness on rent growth or exit caps.Tweetables:“I’m just not looking for home runs. I’m not looking to take excessive risks. I’m looking at the long game as a passive investor, and I want people who have done this before.” -Samuel Giordanio“Look at five deals and then choose one and invest with it, it’ll probably go fine, and then you’ll learn along the way.” -Bronson HillLinks Mentioned in Today’s Episode:Passive Advantage WebsiteDr. Samuel Giordano’s EmailBronson Equity WebsiteBronson Hill LinkedInWS1138 Full Episode with Samuel GiordanoVISIT 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/