The Real Estate Syndication Show

Can winning habits be learned? In the case of real estate syndication, anyone can take advantage of success stories from investors who have learned the ropes through the years.In this episode, Sean Donnelly of Left Field Investors shares valuable insights on how to thrive in a real estate syndication. Life Bridge Capital’s Deana Berg gets to uncover his journey into passive investing and how he continues to make a mark in the industry. Key Points From This Episode:What made him decide to venture into real estate investing?What role does his wife play in the business?What were the lessons he realized from his first investment?What motivated him to go into passive investing?How was his experience doing his first phone call to propose a deal?How does he approach PPM today?What investment advice did he learn that is still relevant today?How has he demonstrated the power of real estate investment to his kids? How does he keep track of his investments? Tweetables:"You don't have to be the first, just be the swiftest. So just keep going.”“Have grit, have that hustle, have that passion.” “Never give up on yourself, whatever it is that you're going to, go after it with passion.”“What we want to do is educate people in this passive investing space and make them smarter and better and understand the importance of due diligence.”“Think differently, invest passively.”“Our goal is not to go after the shiny object, but to go after people that go after knowledge, to share that knowledge, and then find operators and sponsors that we know, like and trust.”Link Mentioned in Today’s Episode:Sean Donnelly on LinkedInLeft Field Investors Email Sean DonnellyAbout Sean DonnellySean Donnelly started his real estate investing journey in 2007. However, the recession tested his determination to which he credits today for inspiring him to be one of the best in the industry. Today, he is active in multi-family and funding opportunities through syndications. Sean earned a degree in finance from Iowa State University and then completed his MBA in 2007 from OtterVISIT 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 guest, Paul Thompson, shares his journey from transitioning out of a nine-to-five job to becoming a full-time real estate investor. Paul talks about how he scaled from single-family rentals to multifamily properties and how he leveraged access to other people's money to fund his own projects.He dives deeper into the process of doing his own projects as a sponsor, launching a hard money lending fund and some tips for building relationships with investors. He also discusses the challenges of starting a fund and the current economic climate and how it is affecting the fund industry, so don’t miss it!Key Points From This Episode: Paul shares about who he is and how he got into real estate investing from his nine-to-five job.What made Paul transition from single-family properties to finding opportunities in multifamily?Paul talks about how he got into hard money lending fund and started helping others fund their projects.The techniques Paul uses to get good at raising money and building relationships.Paul explains why he prefers to be a fund manager rather than a sponsor.Who are the people that Paul is lending to and the type of deals he’s looking to partner with.The challenges, pros and cons of starting the fund Paul has.Paul’s best source to meet new investors right now.The best advice of Paul for passive investors.The personal and professional metrics that Paul tracks.The number one thing that contributed to Paul’s success.Tweetables:“I found a mastermind to be a part that focuses on training you to be a fund manager that was a kind of a shortcut or a hack that I feel like I paid a lot of money for, but it helps me get off the ground so much faster.” - Paul Thompson“I'm genuinely looking for somebody who has a problem that has capital. And that problem is I need to earn yield, or I need to create cash flow, I need to grow net worth.” - Paul Thompson“Buying a 40-unit apartment complex is not 40 times harder than buying a single-family unit. It's harder but it's not 40 times harder.” - Paul Thompson“Balancing deals to money is why fund managers get paid, because they're raising capital for it with a certain expectation and going finding a fit in the marketplace for that.” - Paul Thompson“And if you're in a market where the population is growing, and there's net growth in jVISIT 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/

Working with a real estate banker can be an important part of financing a real estate investment. How should you build a strong relationship to help you secure financing for future projects?In this episode, Brian Tobler of Tobler Capital helps us understand how to raise one’s chances of securing a loan when working with a banker. Take it from this former vice president of the real estate division of two of Denver’s top banks. Key Points From This Episode:What were the lessons he learned from his banking career that he applies today in real estate investing?Why did he leave the banking industry to establish his real estate firm?How did he educate himself to learn about the industry?How can investors identify which bankers are going to help them get the deal closed? Which asset class is he most focused on?What are the things that investors need to be aware of when securing a loan?What are his predictions for the real estate market?What factors helped him improve his business?What is the best source for meeting new investors today?What are some of the most important metrics that he tracks?What's the one thing that has contributed to his success? Tweetables:“I think the wisest approach is for the borrower and the bank to feel comfortable with the leverage and what they're doing, and make sure that it's underwritten conservatively.”“We can all get a little excited, the market’s hot, we're going to miss out, we all get a little greedy at times. And I think that's where we have to catch ourselves and say, ‘Does this make sense?’” “It's having your package clean and orderly. So if you have your underwriting that you can submit with your proforma, you have your property and project information all laid out.”“So bringing all that in a Dropbox file, or in some way that the banker can get it, read it, review it and make a quick decision, they can get it into their team into the underwriting a lot quicker."“If somebody comes unorganized, or they're missing a lot of the material, or there's their financial zone data or something, it starts to raise red flags.”“Usually, bankers are pretty willing, unless they're just totally overwhelmed. But if you can get them out to a coffee meeting, or a lunch, get to know their personality, and then talk through what you're doing.”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 two accomplished professionals who also found great success in real estate investing, Daniel Holmlund and Derek Clifford. Daniel educates full-time professionals about investing in real estate because he believes they can achieve financial freedom faster through real estate investing. Derek shares great tips on juggling your full-time job and real estate investing. If you hope to invest in real estate while still working full-time, Derek shares three essential things: right intentions and consistency, mentors and focus. Whether you are a full-time professional with the ambition to get out of your W2 and go into full-time real estate, or you want to stay in your W2 long-term but just want to be involved in real estate, this show is for you! Listen now and discover the tremendous benefits and opportunities outside your 9-5 schedule!Key Points From This Episode: Daniel Holmlund’s professional background.How Daniel learned about real estate.What to do before you join syndications.How Daniel solves the lack of education about real estate among professionals.The challenges full-time employees face while investing in real estate.How can an individual working a full-time job start investing in real estate?Derek shares tips on how to find the perfect mentor for you.The network is an important part of your real estate journey.Tweetables:“You can talk about the projections, and you can talk about why they are recession resistant, or why there might be exposure to a particular sector of the economy. You can tell the strengths and weaknesses of a particular real estate deal and talk about them in depth.” —Daniel Holmlund“There is a way out. It takes time and effort, but if you partner with the right people, or if you have the right intention, if you have consistency, and if you have mentorship, and if you have focus, if you can combine those things together, then you can create an active business on your own.” —Derek CliffordLinks Mentioned in Today’s Episode:Daniel Holmlund on TwitterDaniel Holmlund on LinkedInEpisode 638Derek Clifford 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/

In this #Highlights episode, we look back at our conversations with Jonathan Farber and Emma Powell. They share how taking that first step in their journey to success was one of the most challenging yet rewarding decisions they have ever made.Many real estate investors look back on their lives and wonder why they didn’t get into the game sooner. Not so with Jonathan Farber. At 26, he’s juggling a W2 job with investing, having already signed four single-families and a four-unit property. He attributes his success to his ability to take action. Emma Powell is a supermom who doubles as a real estate superstar. By making small, everyday steps, Emma has accumulated 92 units in just two years, and she believes it is down to one simple recipe. In this episode, we examine her key ingredients and determine why they work so well. We kick things off by looking at her history in real estate, and how she broke into the industry.Key Points From This Episode: The challenges that kept Jonathan laser-focused on his real estate business.How starting a podcast can help develop better workflow processes. The benefits of building a network through BiggerPockets and Facebook groups. Jonathan’s formula for taking action: Just do it then put a system around it. Some systems that you can put into place for your business.The benefits of delegating tasks.The most challenging deal that Jonathan has worked on. How Jonathan found investors for his $650,000 luxury flip. What gave Emma the confidence to purchase a 50-unit rental property which was bigger than anything she had done before that in real estate?Tips to manage a home with six kids, a side hustle, and a real estate business.Tips for systematizing your business.Tweetables:“Reach out to the people. They will be so much more receptive than you think.” –Jonathan Farber“If you are going to spin all these plates, make sure that the ones that crash are the ones that don’t matter. If you want to stop breaking plates, stop spinning so many.” –Emma Powell Links Mentioned in Today’s Episode:Jonathan Farber on LinkedInEpisode 657 - Jonathan FarberEmma 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 requires thorough underwriting, strategic partnerships, and continuous market research. Corey shares his background in commercial real estate and his success across multiple states in multifamily investing, making him produce a portfolio of over $1M. Fair Winds Capital Investments also exemplifies these qualities by taking calculated risks and exploring new markets while learning from their experiences. Tune in as Corey shares his company’s debt financing strategies and the company's growth plans and predictions about the future of the economy. Listen now!Key Points From This Episode: Corey’s background and where he is at today.Corey’s military background and transition into real estate.Corey discusses his move from single-family rentals to commercial real estate and the mental shift to make that change.How Corey was able to continue investing in real estate without a significant amount of capital and by getting into syndications and partnerships.Why asset management is something that Corey excels at and is his strength as a real estate investor?Corey talks about his team and the co-founders of Fair Winds Capital Investments.The typical cost of a deal, the money on Corey’s recent projects, and the amount of equity in debt.What is Fair Winds finding in the world of debt today?Corey shares about the contract they broke during their due diligence in Houston and why.The places Corey is looking to invest in today other than Houston.Tweetables:“I'm definitely on board with partnerships and invested dollars, my own dollars and bringing it all in together to take down a good deal.” - Corey Chonsky“For us, we wanted to get as much capital as cheaply as possible. And we went with the blended approach.” - Corey Chonsky“I'd much rather have partnerships involved in taking down a property than just me trying to do it all on my own.” - Corey Chonsky“The blended approach to financing allows us to get as much capital as cheaply as possible, reducing the blended rate as much as possible. With the current market conditions, bridge loans could be around 7-7.5%, but with the blended approach, we can get capital at a lower rate.” - Corey ChonskyLinks Mentioned in Today’s Episode:RichVISIT 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/

True to the popular real estate quote, “Location, location, location,” savvy investors can benefit from property investing through high rates of return and significant tax benefits only if they know how to select their markets.In this second of a two-part series, Charles Carillo of Harborside Partners delves more into the long-term strategies he uses to sustain his growth in the industry. Discover what markets he prefers and the one factor that has contributed to his success. Key Points From This Episode:What are the leading industry indicators that he considers when investing?What are his thoughts with regard to today’s employment statistics?How will the economy survive the recession?What are some important factors that he considers when underwriting deals today?How much of his investments does he re-invest?What's the one thing that has contributed to his success? Tweetables: “I'm looking for light value adds. And that's been what we've been working on over the last year or two.”“The average C Class tenant has less than $400 in savings. So just think of having their hours cut will dramatically delay when you're getting paid.”“You don't want someone paying rent by going to the payday loan. And so it's very important to buy in better areas.”“I personally rather make 10% or 12% on keeping it invested, and you keep all your tax benefits as well compared to just leaving it in the bank.”“You have to read into stuff and that's what I like to do and really realize what's happening.”Link Mentioned in Today’s Episode:Harborside PartnersAbout Charles CarilloCharles Carillo is a managing partner at real estate syndication firm Harborside Partners. He has been actively involved in the company since 2006, overseeing all acquisitions, investor relations and strategic partnerships.He obtained a management and entrepreneurship degree from Central Connecticut State University.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/

By investing for the long term, investors can ride out short-term market fluctuations and take advantage of the compounding effect of returns over time. This makes passive investing an ideal choice for many. But how can it be sustainable in the long-run?In this first of a two-part series, Charles Carillo of Harborside Partners talks to Life Bridge Capital’s Sam Rust and explains what strategies he believes will make passive investing a huge opportunity for both new and veteran investors. Key Points From This Episode: What got him started in passive investing?What is his advice to new investors when it comes to selecting areas to invest in?What motivated him to self-manage his portfolio before?What areas should investors look out for?Why should investors stick to their business plan?What was his business plan during the recession?How does he communicate with his clients?What are the ways that he nurtures his clients? Tweetables:“It's very important to buy in areas that are growing, no matter where you are.”“It's really important for investors to know when they're investing, especially in the multifamily industry. Invest in areas where there's population growth, job growth, and where there's money being reinvested into the community.”“If you have a business plan, stick to it when you're putting money in and when you're taking money out.”“Let people know that that's how it's going and what you're doing to get it to. The final equity multiple is the whole goal.”“The whole project is getting out there and getting distributions on the way.”“Other people want to get more involved, and they want answers faster, and they want to get their questions in front and center. So make sure that you can answer it.”Link Mentioned in Today’s Episode:Charles Carillo on LinkedInHarborside Partners About Charles Carillo Charles Carillo is a managing partner at real estate syndication firm Harborside Partners. He has been actively involved in the company since 2006, overseeing all acquisitions, investor relations and strategic partnerships.He obtained a management and entreprVISIT 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 looking at a project to passively invest in, one of the things you must ensure is to find out whether or not an operator is prepared for a downturn. In this #TechandTacticsTuesday episode, Claude Condo teaches us how to get started in real estate investing and how he and his wife set goals for passive investing and income streams. He shares how he helps nurses, pharmacists, and physicians invest in commercial real estate. He even gives us tips on how to vet sponsors in investment deals and how to effectively evaluate sponsors to ensure successful investments. Tune in now and also learn how important is diversification across different asset classes and how to navigate the current economic climate. Don’t miss it!Key Points From This Episode: Claude shares a bit of his background and why he moved into investing in syndications.The process of vetting sponsors.The timeline for the vetting process.The importance of vetting sponsors before investing and the role of trust in successful partnerships.The hard stops that you should look for in a sponsor before investing.The goals of a passive investor and the importance of diversification across different asset classes.Being a passive investor in the current economic climate.What’s the biggest challenge to a passive investor?Ways to find out if an operator is prepared for a downturn.Claude’s advice to passive investors right now.The important metrics that Claude tracks both personally and professionally.Habits that produce the highest returns for Claude.What’s the number one thing that contributed to Claude’s success?Tweetables:“Real estate is a small world, so it's important to network and know your sponsors.” - Claude Condo“It's [underwriting model] a comprehensive list of stuff that we follow to make sure that it meets our criteria and making sure that the investors we can predict the future but at least we can minimize our risk and manage our risk.” - Claude Condo“Now with this interest rate changing, market changing, that's when you really truly see an excellent sponsor versus an average.” - Claude Condo“I want to make sure that you have experience in this asset class, and you have proven that you are successful.” - Claude Condo“Best advice would be to really know the sponsor, check out the track 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/

To succeed in real estate investing, one must develop business skills and sound knowledge of the property market. Some successful real estate investors use their experience in one field and apply it to their investing practice.Todd Silance is one of the few entrepreneurs who succeeded at effectively managing multiple business ventures and staying on top in the industry. Through his expertise in relationship building, organization, and leadership, he has built a real estate investing company and multiple franchises of a popular fitness center. Discover his journey in this special interview. Key Points From This Episode:What made him decide to venture into business?Why did he follow the franchising route? What made him attracted to it?What is it about real estate that he is so passionate about?How did he streamline his operations in real estate? What has he learned from the franchise model?How does he find the right people to work with?What would he have done differently on his first deal?What is his best source for meeting new investors today? What are his best pieces of advice for passive investors?What are some of the most important metrics that he tracks?How does he give back to the community? Tweetables:“Let's use the systems that are out there from people that I've invested with or partnered with. Take the best of the best from all of them, and try to put it into our business and streamline it.”“It's a learning experience. And actually, it benefited me on how I present the next deals or how I've connected with other operators, other people in this industry.”“It allowed me to grow our investor base and how we present the deals to our investors.”“We may not have a physical presence, but what we do have is potential other partners, operators that are in those markets, have strong presence and have great fundamentals that we might be able to partner with.”“Just like everybody, whether you're working as a doctor, whether you know, any job you might have, you're always looking to invest your money, whether it's probably for the future.”“We're trying to provide an opportunity to educate those business owners that they can get some benefits in real estate passively by investing passively.”“We found good traction in investors in our local meetup groups. It's 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/