The Best Ever CRE Show

Fred Hubler, Founder and CEO of Creative Capital Wealth Management Group, shares his expertise on alternative investment strategies that empower high-net-worth individuals. He discusses his innovative retainer-based advisory model and the importance of diversifying beyond stocks. Fred elaborates on his unique 50-10-20-20 portfolio framework and the ethics behind selecting investments. He also provides insight on evaluating operators in volatile markets like oil and gas, and highlights the significance of due diligence for sound investment decisions.

Dive into the world of manufactured housing as the hosts discuss strategic land-home playbooks and the impact of county zoning on buildable lots. They share valuable lessons from their real estate journeys, including the importance of specialized local knowledge and the nuances of property management. Discover how effective financial management can enhance property value and the vital role of mentorship in navigating complex partnerships. Finally, learn how to strengthen professional networks with meaningful follow-ups.

On this week’s episode of Best Ever CRE, John Chang and Matt Faircloth interview each other in a fireside chat style. They unpack the three market drivers John watches most — jobs, demographics and local supply — and why rates matter mainly when the deal hits underwriting rather than for predicting operating performance. Matt explains his pivot toward day-one cash flow, positive leverage and scalability while moving away from C class value add plays. They debate hospitality with Matt favoring flagged limited-service hotels tied to business travel as John flags labor and construction headwinds, then trade war stories on COVID and Lehman that forced forecasts to flip overnight. This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you’re brand new to oil and gas investing. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It’s free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Gene Trowbridge, founding partner at Trowbridge Nieh LLP and a go-to attorney in real estate syndication, dives into the complexities of capital raising with fund-of-funds structures. He explains the differences between 506C and 506B regulations and highlights the importance of transparency and disclosure. Trowbridge discusses challenges in co-GP compensation and the necessity of establishing trust between sponsors and investors. Finally, he introduces the innovative concept of Customizable Funds, offering tailored investment options for savvy investors.

John Chang, head of research at Marcus and Millichap, dives into the pressing seniors housing supply gap fueled by the aging baby boomer population. He highlights the urgent need for construction, as occupancies and rents soar. Switching gears, he discusses the multifamily market's resilience amid rising rents and record absorption rates, warning of looming labor shortages. With a significant drop in new housing starts, Chang paints a compelling picture for long-term investors seeking opportunities in both seniors housing and multifamily real estate.

Georgy Marrero, Founder of Equis Capital, shares insights from his journey transitioning from Big Tech at Amazon and Meta to real estate investing. He emphasizes the importance of an operator-first framework and strategic market vetting for successful investments. Georgy reveals how he leverages AI for fast-tracking capital raising and underwriting tasks, explaining his 21-point market screen. He also discusses the significance of maintaining conservative debt levels and balancing personal fulfillment with financial success.

Robert Martinez, Founder and CEO of Rockstar Capital, discusses his journey from post-recession multifamily investments to building a successful Houston-centric portfolio. He emphasizes conservative underwriting and shares his 'make them stay' strategies, focusing on amenities like in-unit laundry and deposit-alternative fees. Martinez highlights the importance of self-management and location in the Houston suburbs, alongside monitoring online reviews and prioritizing staff well-being for operational success.

Chris Reece, Founder & CEO of MJ REIT, shares insights from his nearly 30 years in asset management, focusing on cannabis real estate debt. He explains how he mitigates risks by underwriting properties for alternative uses. The discussion highlights MJ REIT’s flexible investment structure, contrasting construction and stabilized asset financing, and the persistent challenges due to federal regulations. Reece emphasizes the importance of diligence for investors, revealing strategic considerations for navigating this burgeoning market.

Logan Freeman, Co-Founder & Chief Development Officer of FTW Investments and a prominent figure in Kansas City's real estate scene, discusses the revitalization of Class B/C office spaces and the rising demand for small-bay industrial properties. He emphasizes Kansas City's growth potential, strategies for effective networking on LinkedIn, and leveraging AI tools for better workflow. Logan also shares valuable insights on time management and the importance of transparency in real estate dealings, blending personal anecdotes with expert advice.

Dani Beit-Or, founder and CEO of Simply Do It, shares his wealth of knowledge on long-distance rental investing. He discusses his unique 'get-rich-slow' strategy, starting with a sight-unseen purchase in Phoenix. Dani offers invaluable lessons from the 2008 crash and stresses the importance of boring, bread-and-butter investments. He delves into choosing markets based on fundamentals and shares innovative tips to increase yield through mid-term rentals. The conversation also highlights how the abundance of information empowers investors to overcome uncertainties.