The Invest Clearly Podcast

In this conversation, Pat Zingarella interviews Aleksey Chernobelskiy, who shares his journey from working in institutional real estate to launching GPLP Match, a platform connecting general partners (GPs) and limited partners (LPs). Aleksey discusses the challenges in the GPLP marketplace, common mistakes made by new investors, and the importance of due diligence. He also highlights trends in investment preferences, particularly among family offices and emerging managers, and emphasizes the need for alignment between sponsors and investors. 00:00 Intro 00:45 Leaving Institutional Real Estate for Entrepreneurship 01:44 When the Strategy Breaks: Pivoting to LP Consulting 02:42 Why GPLP Match Had to Exist 06:22 What LPs Really Want Today 14:34 The Costly Mistakes New Investors Keep Making 25:00 Why the Sponsor Matters More Than the Deal 28:39 Final Takeaways + How to Connect Follow Aleksey: https://www.linkedin.com/in/chernobelskiy/Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

Clint Harris, a general partner at Nomad Capital, transitioned from medical device sales to real estate investing, focusing on converting big-box retailers to climate-controlled self-storage. He discusses the crucial role of trust and transparent communication with investors, especially during market fluctuations. Clint highlights the challenges of conversion projects and the importance of aligning investor goals with long-term visions. He emphasizes the need to select resilient operators and shares insights on self-storage demand driven by millennial trends.

In this conversation, Terence Critchlow shares his journey as a passive investor in real estate, discussing his portfolio, investment strategies, and the importance of education for limited partners (LPs). He emphasizes the need for investors to thoroughly vet operators and understand their investment thesis. Terence also highlights common mistakes made by new investors and introduces his passion project, MBC, aimed at raising awareness about alternative investment opportunities beyond traditional stock markets.00:00 Introduction 00:53 Investment Journey01:53 Current Investment Focus02:38 Portfolio Breakdown04:26 Finding Investment Opportunities06:08 Investment Preferences and Strategies10:50 Vetting Sponsors16:01 Common Mistakes by New Investors19:51 Educational Resources for LPs22:37 Terence’s Investment Thesis23:26 Conclusion and Contact InformationFollow Terence: https://www.linkedin.com/in/critchlow/Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, AJ Osborne shares his extensive experience in the self-storage industry, emphasizing the importance of trust and transparency in investor relations. He discusses how personal experiences, particularly a life-altering health crisis, have shaped his approach to communication and risk management. AJ highlights the need for clear, concise communication with investors, especially during market fluctuations, and stresses the importance of aligning investor expectations with business goals. He also addresses misconceptions in passive investing and the need for integrity in financial reporting. 00:00 Intro 00:51 AJ’s Background 01:16 Growing a Self-Storage Empire 03:56 Trust & Transparency 09:24 Communicating Mistakes 17:02 Market Challenges 18:46 Health & Humility 22:54 Rethinking Risk 28:11 Long-Term Investing 32:18 Earning Investor Trust 35:44 Passive Investing Myths 39:46 Closing & ContactConnect with AJ Osborne: https://www.linkedin.com/in/aj-osborne/ Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, Daniel Del Real shares his extensive experience in real estate investing, discussing the transition from active to passive investing, the importance of understanding operators, and the lessons learned from both successes and failures. He emphasizes the significance of diversification, control over investments, and the mindset shifts necessary for moving from a seven-figure to an eight-figure net worth. Daniel also highlights the importance of consistency in investing and the need to avoid group think when making investment decisions. 00:00 Intro 00:59 Getting Started in Real Estate 03:46 Early Challenges & Lessons 06:04 From Active to Passive Investing 07:36 How He Manages Risk 13:51 Why You Should Stay Active 17:22 How to Vet Operators 18:00 What to Ask Before Partnering 21:03 Why Operator Experience Matters 21:22 $2M Lessons Learned 24:27 Millionaire Mindset Shifts 28:38 Staying Consistent with Investing 31:05 Wrap-Up & Where to Find DanielConnect with Daniel: https://www.instagram.com/daniel_del_real_/?hl=en Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this episode, industrial investor Judd Dunning joins to share the real playbook for navigating tough conversations with investors. We unpack how to balance good news with bad news, how to stay transparent without creating panic, and how trust is built (or lost) in moments of uncertainty.Whether you’re an LP, GP, or somewhere in between, this conversation is a masterclass in investor communication, reputation management, and what it means to lead with integrity in the private markets.00:00 Intro02:14 Journey in Real Estate and Industrial Sale Leasebacks05:07 Simplifying Complex Deal Structures for Investors10:22 Navigating Market Changes and Investor Communication22:35 Building Trust with High Net Worth Investors26:48 Future PlansConnect with Judd: https://www.linkedin.com/in/judd-dunning/ Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, Phil Boggia shares his journey from a career in federal law enforcement to becoming a full-time real estate investor. He discusses the lessons learned from his early investments, the importance of understanding cash flow versus equity, and how he evaluates sponsors and deals. Phil emphasizes the significance of building a network of trusted individuals in the investment community and shares insights on diversifying investment strategies across different asset classes. He also talks about his involvement with Accountable Equity and the unique culture of the organization. 00:00 Intro 01:05 From Law Enforcement to RE 02:26 Active to LP 03:35 Portfolio & Performance 04:46 How He Screens Sponsors 11:07 Living on LP Cash Flow 19:39 Joining Accountable Equity 23:49 Wrap & ContactConnect with Phil: https://www.linkedin.com/in/phil-boggia-38a284278/ Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, Andrew Cushman shares his journey from chemical engineering to real estate, discussing the evolution of the market, the importance of transparency and consistency in building trust with investors, and how to navigate market changes. He emphasizes the need for thorough vetting of sponsors and deals, and the lessons learned from past mistakes in syndication. Andrew also highlights key questions LPs should ask before investing and addresses the misconceptions surrounding passive investing.00:00 Introduction01:37 Flipping Houses to Multifamily Investments03:15 Market Changes and Syndication06:41 Trust and Transparency with Investors16:10 Challenges and Lessons Learned25:35 Advice for Passive Investors33:40 Final ThoughtsConnect with Andrew:  https://www.linkedin.com/in/andrewcushmanvpa/Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, Michael Tanner shares his extensive experience in the oil and gas industry, focusing on investment strategies, syndications, and the importance of due diligence. He discusses the significance of understanding fee structures, track records, and the impact of tax deductions on investments. Tanner also highlights the current trends in the oil and gas market, particularly in relation to rising interest rates and the challenges of underwriting in a fluctuating market. He emphasizes the need for LPs to be cautious and informed when investing in oil and gas, providing insights into effective risk management and the importance of consulting services.00:00 Intro01:12 From Engineer to Insider Investor02:23 How to Vet an Oil & Gas Deal06:18 Wells vs. Mineral Rights Explained14:27 New Trends Shaping Oil & Gas Investing18:54 LP Red Flags & Due Diligence Tips22:31 Underwriting Mistakes That Cost Millions27:35 Takeaways + How to Reach MichaelConnect with Michael: https://www.linkedin.com/in/michaeltannersandstone/  Find top-reviewed sponsors on ⁠investclearly.com⁠ If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIR Ready to scale your investor relations and capital raising effectiveness? Visit ⁠ScaleIR.com⁠ to learn more and book your strategy call today.

In this conversation, Fuquan Bilal, founder of NNG Capital Fund, shares his extensive experience in real estate investing, emphasizing the importance of communication and education in building investor relationships. He discusses the evolution of his firm, the transition to impact investing, and the challenges of balancing investor expectations with community revitalization goals. Fuquan highlights the significance of a long-term mindset in real estate investments and the necessity of transparency and regular communication with investors to foster trust and confidence.00:00 Intro00:48 First Deals02:05 How He Started Raising Capital03:30 Crises Survived + Why Communication Wins04:12 Becoming the Bank09:20 Impact Focus & Southeast Multifamily12:31 Affordability, RUBS, Tenant Programs22:30 KPIs Every 30 Days26:00 Connect with Fuquan BilalConnect with Fuquan Bilal: https://www.linkedin.com/in/fuquanbilal/ Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.