The Best Ever CRE Show

Brock Mogensen went from completing one house hack to an 89-unit syndication. Self-taught and with limited commercial real estate investing experience, Brock was able to successfully pitch himself to partners. In this episode, Brock details how he crafted his winning pitch and the lessons he’s learned diving headfirst into CREI. Brock Mogensen Real Estate Background Current full-time career: Real Estate Investor Company: Smart Asset Capital Current Portfolio: $10M AUM Years of real estate investing experience: 3.5 years Syndication: They buy several different asset classes (multifamily, industrial, retail, and self storage). Actively involved. Based in Milwaukee, WI Say hi to him at www.smartassetcapital.com  www.capitalclub.io | www.howtoanalyzeadeal.com  Best Ever Book: The 10x Rule by Grant Cardone 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

Daisy Serrano and Luc D’Abreau are a millennial husband/wife multifamily investing team that scaled their business through extensive networking. The wider their network grew, the easier it was to find the right people with the right competencies to secure good sponsors and partners. In this episode, Daisy and Luc share what it’s like to enter CREI as millennials and how they hustled to expand their circle.  Daisy Serrano & Luc D'Abreau Real Estate Background Current full-time career  Daisy: Real Estate Professional Luc: FinTech Sales  Company: Make it Rain Capital (Process: intro call, investor portal, invest opportunity offering, partner with us, make it rain!). Portfolio: 445 units as LP's & 42 units as GP's. 3 years of real estate investing experience Syndicators, both active and passive Based in Austin, TX Say hi to them at: www.makeitraincapital.com Best Ever Book: The Energy of Money: A Spiritual Guide to Financial and Personal Fulfillment by Maria Nemeth Ph.D.  Outwitting the Devil: The Secrets to Freedom and Success by Napoleon Hill 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

CEO and Land Coach Brent Bowers believes that anyone can get into land investing with little to no money or risk. It only took him nine months to become financially free, and he’s continued to use his strategy throughout his career. In this episode, Brent shares how he made some of his greatest deals, and three ways you can source better land investment deals. Brent Bowers | Real Estate Background Career: CEO of Zech Buys Houses LLC, and Land Coach at The Land Sharks 12 years of real estate investing experience Based in Colorado Springs, CO Say hi to him at www.thelandsharks.com  Check out Brent's other episode with us here: bit.ly/JF1490BrentBowers 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 it comes to finding deals, Jake Harris likes to go granular on his market research. By deep diving on the details of potential properties, he’s been able to source deals before others can spot them. In this episode, Jake reveals the strategies he uses to find killer deals and how he stays ahead of the competition. Jake Harris Real Estate Background Current career: Full-time managing partner of private equity real estate firm, Harris Bay Harris Bay process: “fundamental opportunistic and value add investment strategies.” Portfolio: 150,000,000 in AUM; 200M in development pipeline Has over 20 years of experience in real estate & construction and investment management. Actively involved in CREI Involved in multifamily, office, land, and hotel developments. Based in Tahoe, CA Say hi to him at: www.catchknives.com Best Ever Book: The Gap and The Gain: The High Achievers' Guide to Happiness, Confidence, and Success 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

From youth minister to now commercial real estate investor, Slocomb Reed isn’t afraid to take chances to grow. He’s taken his portfolio from the ground up and now owner-operates over 65 units. In this episode, Slocomb discusses his past deals and how risk taking has paid off big time. Slocomb Reed Real Estate Background Director of Investment Services for The Chabris Group of Keller Williams Seven Hills Realty, the largest real estate sales team in Greater Cincinnati by number of sales. Began investing in 2013. Went full-time as a sales agent in 2015 while continuing to invest. Portfolio: Owner-operates over 65 units ranging from single-families to apartment buildings with 20+ units. Based in Cincinnati, Ohio You can find him at www.linkedin.com/in/slocomb-reed-b7145b1a/ 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

Were you taught that smart investing must always follow the “buy low, sell high” structure? In today’s episode, Travis Watts shares why this mentality may not be the best choice when it comes to investing due to situations like the Lost Decade. The Lost Decade was a span of time between 2000 and 2009 where the market fluctuated so much over the years, and ended with a recession, that most people had 0% returns on their investments after ten years. This episode will discuss why this occurred and how you can potentially prevent that outcome from happening to you. Want more? We think you’ll like this episode: JF2305: How To Prepare For Economic Recession | Actively Passive Investing Show With Theo Hicks & Travis Watts If you like what we’re doing, be sure to leave us a five-star review on your favorite podcast streaming platform! 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

The industrial sector can be hard to market to potential investors, but Neil Wahglen has found a way to ensure his company stands out from the rest. From their sale-leaseback strategy, to their unique, storytelling marketing, Neil has been able to not only bring in but maintain long term relationships with high-net-worth investors. In this episode, Neil details how these strategies came together to help him find his competitive advantage in the industrial space. Neil Wahglen Real Estate Background Works full-time as COO at MAG Capital Partners and is an Industrial Sponsor. He has 8 years of real estate investing experience and is both active and passive. Portfolio: $350M of industrial, single tenant net leased (NNN) commercial. Background: commissioned officer and pilot in the US Air Force and Navy. Based in San Francisco, California You can find him at www.magcp.com | neil@magcp.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

In March of 2020, Jeromie and Anne Marie Sheldon closed on a 12 unit deal right as COVID-19 was taking the world by storm. The pandemic caused additional problems on top of the regular challenges that come with any property--rowdy tenants, delays, labor shortages--and yet one and a half years later, the Sheldons’ property is thriving. In this episode, the Sheldons discuss their business model and how they navigated being “COVID Closers.” Jeromie and Anne Marie Sheldon Real Estate Background Jeromie recently retired as an Air Force Pilot after 24 years of service and is now flying 747 overseas for UPS out of Anchorage, Alaska. Anne Marie is a Licensed Physical Therapist. They are both CREI, LPs in syndications, Active apartment owners. Both actively and passively involved in CREI. Portfolio: Started out with a SFR 2015 full cycle. Currently, Passive LP deals = 2000 + doors, Independent GPs on a 12 unit & 5 unit locally in WNY.  Also own a townhouse- LTR (12 beds for pilots called “crashpads”) in Anchorage, AK. Based in Grand Island, NY (close to Niagara Falls & Buffalo, NY) 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

Who makes the decisions in a family-run business? What metrics are used to evaluate the CEO? What kind of challenges do they face? Daniel N. Farber helps answer all these questions in today’s episode by pulling back the curtain on what being a CEO for this type of investing firm is like. From what his KPIs are to who he reports to, Daniel gives the Best Ever listeners an insider look at how this multi-generational real estate investment firm is run. Daniel N. Farber Real Estate Background CEO of HLC Equity  HLC Equity is a multi-generational real estate investment firm that has owned and operated real estate in over 25 states throughout the USA, having owned and managed over 7,000,000 gross square feet of commercial, residential, and development land. Prior to real estate, he served in the Israel Defense Forces as a Staff Sergeant in an elite infantry unit. Based in Pittsburgh, PA  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

Rick Martin caught the investing bug when he rented out his first house in 1998, helping to pay for film school. Rick continued to make deals while maintaining a full-time job, and just recently switched to syndicating full-time. From making good deals to choosing good partners, Rick reveals the most important lessons he’s learned over his 20+ years of CREI, including three things you can do to weather any storm as a syndicator.  Rick Martin Real Estate Background Been involved in real estate since 1998 and recently made the transition to a full-time career as a syndicator. Founder of Fortress Federation Investments, which provides multifamily investment opportunities to its investors, helping them build wealth and multiple income streams. Does both active and passive investing. Portfolio: Throughout his career, he has bought and sold single-family and small multifamily. He still owns a fourplex, but otherwise he is now invested both actively and passively in 1,992 multifamily units. Based in Redondo Beach, CA. You can find him at www.fortressfederation.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