The Best Ever CRE Show

How do you grow a good relationship with your investors? Margaret Kozlark, co-founder of investment firm Noblivest, shares three tips that have helped her connect with investors, and in turn, finance her deals. Margaret Kozlark | Real Estate Background Co-founder of Noblivest, which helps investors build their wealth for noble causes, such as spending more time with family, volunteering in their community, and more. They are mainly focused on multifamily syndication. Down the line, they hope to expand into other asset classes such as self-storage and mobile home parks. Portfolio: GP of 111 units and LP of 1,000 units. Based in: Fairfield County, CT Say hi to her at: https://noblivest.com/ Facebook: https://www.facebook.com/noblivest Instagram: @Noblivest LinkedIn: https://www.linkedin.com/in/margaret-kozlark-69104312/ margaret@noblivest.com Best Ever Book: The Power of Moments by Chip Heath Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Sam Bates—CEO and Founder of Bates Capital Group—shares the advantages of investing in mixed-use developments. He also walks us through the details of his first commercial development deal, the challenges he’s faced, and how he scaled his business to $190M in AUM. Sam Bates | Real Estate Background Founder and CEO of Bates Capital Group, which syndicates commercial assets. Portfolio: ~$190M in AUM. Based in Dallas, Texas Say hi to him at: Batescapitalgroup.com | sam@batescapitalgroup.com Best Ever Book: Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork by Dan Sullivan Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

How do you gain credibility as a new investor? Amy Sylvis, an active investor in multifamily, developed a strategy that helped her close four deals within the first six months of her entering the commercial real estate space. In this episode, Amy shares how she sourced these deals and the methods she uses to build trust with investors and partners. Amy Sylvis | Real Estate Background Founder of Sylvis Capital which buys large multifamily complexes in emerging markets throughout the U.S. with their investors.  They focus on Class B properties with a value-add component. Portfolio: GP of a total of 434 units:  276 units in Evansville, IN 20 units in Huntsville, AL,  58 units Clarksville, TN,  80 units in Augusta, GA. Took her close to 10 years to enter the CRE multifamily space due to her cystic fibrosis. Has now been on the GP side of CRE for seven months. Based in: Los Angeles, CA Say hi to her at: www.thequattroway.com/amysylvis | www.sylviscapital.com | LinkedIn: https://www.linkedin.com/in/amysylvis/ Best Ever Book: The Creature from Jekyll Island: A Second Look at the Federal Reserve by G. Edward Griffin. Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you interested in entering the commercial real estate development space but have no idea what to expect on your first deal? Return guest John McNellis walks us through different financial scenarios you might encounter on your first deal, their outcomes, and how to best set yourself up for financial success. John McNellis | Real Estate Background Principal with McNellis Partners, a commercial development firm he co-founded in the mid-1980s in northern California. Previous Episode: JF2470: How to Develop Shopping Centers with John McNellis Portfolio: 80+ projects. Author of Making it in Real Estate: Starting Out as a Developer. Based in: Palo Alto, CA Say hi to him at: https://mcnellis.com/ Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

We’re sharing the top ten sessions from the Best Ever Conference 2021 as we gear up for the next Best Ever Conference at the Gaylord Rockies Convention Center in Colorado this February 24-26th. In this episode, Ryan Gibson—CEO and co-founder of Spartan Investment Group—shares the top 10 questions you should ask an operator before investing in a deal. Register for the Best Ever Conference here: www.besteverconference.com Check out Ryan’s previous episodes on the podcast: JF1226: Why Investor Relations Are Paramount & How To Keep Investors Happy with Ryan Gibson JF1882: How To Grow Your Investor Base & Keep Them Happy with Ryan Gibson Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss  Learn more about your ad choices. Visit megaphone.fm/adchoices

Will multifamily perform well in 2022? To answer this question, Travis researches and shares market highlights from the first quarter of 2022, focusing on what trends passive investors can expect in multifamily moving forward. Want more? We think you’ll like this episode: JF2714: Survive Any Market Cycle: 4 Ways to Diversify Your Assets ft. David McAlvany Check out past episodes of the Actively Passive Investing Show here! Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss  Learn more about your ad choices. Visit megaphone.fm/adchoices

Jacob Garza believes that no one will manage your properties better than yourself. As GP of over 2,000 units, and also co-founder of a property management company, Jacob has been able to follow this advice and scale his portfolio over the last 10 years. In this episode, Jacob shares his strategies for self-managing his rental properties and how he was able to grow his businesses.  Jacob Garza | Real Estate Background Co-founder of REEP (Real Estate Equity Partners) which focuses on acquiring under-performing, income-producing, multifamily investment opportunities in Texas. Portfolio: GP of 2,374 units worth over $274M. REEP is currently celebrating their 10th anniversary. Based in: San Antonio, TX Say hi to them at: REEP Equity  https://reepequity.com/ | REEP Management: https://reepmanagement.com/ Best Ever Book: Good to Great: Why Some Companies Make the Leap and Others Don't by Jim Collins Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss  Learn more about your ad choices. Visit megaphone.fm/adchoices

When Josi Heron acquired her first value-add apartment complex, there were many unexpected difficulties that arose, mainly surrounding the tenants. Navigating these issues was no easy process, and in this episode, Josi shares how she turned around the culture within the property. She also discusses how she finds her deals, what systems she uses to run her analytics, and how she plans to scale her business.  Josi Heron | Real Estate Background CEO of Waypoints Equity, a real estate investment firm specializing in multifamily properties with a focus on Class B and C properties. Portfolio: GP of 350+ units primarily in the Midwest. Based in: Louisville, Colorado Say hi to them at: WaypointsEquity.com | josi@waypointsequity.com | LinkedIn: Josie Heron, Waypoints Equity | Facebook | Instagram | YouTube Best Ever Book: The Hands-Off Investor: An Insider’s Guide to Investing in Passive Real Estate Syndications by Brian Burke Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss  Learn more about your ad choices. Visit megaphone.fm/adchoices

Erik Hemingway traveled the world with his family for years. They’ve lived in Costa Rica, sailed through the Mediterranean, and sailed across the Atlantic Ocean. All of their travels were made possible because of Erik’s passive income from self-storage. In this episode, Erik shares his strategy for locating self-storage deals, assessing the market, and analyzing the risk on these deals. Erik Hemingway | Real Estate Background Founder of Nomad Capital which focuses on heavy value-add properties, bringing an in-house general contractor component to projects such as self-storage conversions, ground up development, boutique hospitality, and commercial retail asset classes. Portfolio: $35M in CRE, primarily in self-storage properties. Erik used passive investing to leave the ‘9-5’ life and take his family on adventures, including living in Costa Rica for 1.5 years and sailing through the Mediterranean and across the Atlantic Ocean. Based in: Wilmington, NC Say hi to him at: www.nomadcapital.us | erik@nomadcapital.us Best Ever Book: Traction: Get a Grip on Your Business by Gino Wickman Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss Learn more about your ad choices. Visit megaphone.fm/adchoices

What if you could minimize the risks to your investments? In this episode, David McAlvany, CEO of the mobile app Vaulted, shares why diversifying your assets with precious metals can provide stability during market dips, rising interest rates, inflation, and more.  David McAlvany | Real Estate Background CEO of the McAlvany Financial Group which consists of McAlvany ICA (precious metals advisory firm), McAlvany Wealth Management (an SEC-registered investment advisor), and Vaulted (mobile app for investing in allocated and deliverable physical gold). A key pillar of McAlvany Wealth Management’s strategy is centered around hard assets and global real estate (specialty, niche commercial property with tight supply/ demand characteristics. Also tend to generate portfolio income.) Based in: Durango, CO Say hi to him at: https://vaulted.com/ | https://davidmcalvany.com/ | https://mwealthm.com/ Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss  Learn more about your ad choices. Visit megaphone.fm/adchoices