The Best Ever CRE Show

Isaac Sebbag is the founder of Golden Sky Equities, which generates long-term value through strategic renovations in the condo and multifamily sectors with a focus on the New Jersey and Florida markets. In this episode, Isaac shares his expert insights on condo conversion projects, including what makes an ideal condo, amenities to focus on, and ground-up vs. value-add deals. He also discusses how he uses LinkedIn to attract investors and structures deals depending on the level of value-add involved in the project.   Isaac Sebbag | Real Estate Background Founder of Golden Sky Equities Portfolio: Multifamily Mixed-use Development Office Based in: NJ and PA Say hi to him at:  Linkedin Instagram Best Ever Book: Rich Dad Poor Dad by Robert Kiyosaki Greatest Lesson: Choose your market wisely, especially with ground-up construction as they will be issuing permits and helping you through the legal process if needed.   Click here to learn more about our sponsors: CASKX Techvestor Innago BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

James Eng is the national director of Old Capital, a commercial mortgage broker. In this episode, James discusses the landscape of commercial lending, especially why many investors transitioned from bridge loans to fixed-rate loans over the past few years. He also shares the true purpose of a bridge loan and shares strategies for how investors can approach the refinance process on a bridge loan in 2023.   James Eng | Real Estate Background National director of Old Capital Portfolio: GP and LP positions in over 20 multifamily properties in Texas totaling over 10,000 units Based in: Dallas, TX Say hi to him at:  Linktree Best Ever Book: The Most Important Thing by Howard Marks Greatest Lesson: Make sure you look at the demographics of a market in comparison to the rents you are projecting.    Click here to learn more about our sponsors: CASKX Techvestor Innago BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Passive Investor Tips is a weekly series hosted by full-time passive investor and Best Ever Show host, Travis Watts. In each bite-sized episode, Travis breaks down passive investor topics, simplifying the philosophy and mindset while providing tactical, valuable information on how to be a passive investor. In this episode, Travis discusses the benefits of passive income versus traditional earned income, specifically the tax advantages that many use to preserve their wealth such as depreciation, extracting equity, and 1031 exchanges.   Click here to learn more about our sponsors: CASKX Techvestor Innago BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Veena Jetti is the founding partner of Vive Funds, a unique commercial real estate firm that specializes in curating conservative opportunities for investors. In this episode, Veena gives a mini masterclass in marketing for operators, GPs, and capital raisers. She discusses how her team uses AI to maximize efficiency, her “secret sauce” for raising capital, and things that make her cringe about multifamily investing.   Veena Jetti | Real Estate Background Founding Partner of Vive Funds Portfolio: Multifamily investments Based in: Plano, TX Say hi to her at:  Facebook Instagram Twitter TikTok Best Ever Book: Wealth Without Cash by Pace Morby Greatest Lesson: Partner up fast with people that you trust to build success as quickly as possible.   Click here to learn more about our sponsors: CASKX Techvestor Innago BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Toby Mathis is the founding partner of Anderson Law Group and managing partner of Anderson Business Advisors, which helps entrepreneurs around the world live lives free from the burden of financial imprisonment through wealth creation. In this episode, Toby guides listeners through the complicated world of tax codes and asset protection, providing expert insights into how to shelter your assets properly to reduce risk and preserve wealth.   Toby Mathis | Real Estate Background Founding partner of Anderson Law Group and managing partner of Anderson Business Advisors Portfolio: 400 properties Commercial Self-storage Single-family homes Based in: Las Vegas, NV Say hi to him at:  Facebook Instagram LinkedIn YouTube Best Ever Book: $100M Offers by Alex Hormozi Greatest Lesson: Don't try to do things yourself and pinch pennies over something that should be done by a true professional. It can cost you big in the long run.    Click here to learn more about our sponsors: CASKX Techvestor Innago BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Brian C. Adams is the president and founder of Excelsior Capital, an owner-operator sponsor of commercial light industrial, flex space, and medical office properties. In this episode, Brian discusses the struggles he’s faced building a $275 million portfolio, why he prefers flex, light industrial, and medical properties, and how LPs can do next-level due diligence on GPs before committing to a deal.   Brian C. Adams | Real Estate Background President and Founder of Excelsior Capital Portfolio: $275 million gross AUM Based in: Nashville Tennessee Say hi to him at:  LinkedIn Best Ever Book: Outlive by Peter Attia Greatest Lesson: Put substantial resources into investor relations, and ask the right questions of your GP so you know who you’re going into business with.   Click here to learn more about our sponsors: CASKX Techvestor Innago BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

AJ Osborne is the CEO and founder of Cedar Creek Capital, which is a vertically integrated real estate private equity firm specializing in the acquisition, development, and management of self-storage facilities. In this episode, AJ discusses what caused the self-storage asset class to peak and drop in the last few years and why his firm’s buying behavior has changed completely as a result.    AJ Osborne | Real Estate Background CEO & Founder of Cedar Creek Capital Portfolio: $300 million AUM 3 million square feet Over 10,000 units Based in: Eagle, Idaho Say hi to him at:  cedarcreekwealth.com selfstorageincome.com Instagram Best Ever Book: The Warren Buffett Way by Robert Hagstrom Greatest Lesson: The short-term is meant for taking action, and the long-term is meant for yielding results. Market cycles and results take time, so you need to put a structure around your deals that allow for that.   Click here to learn more about our sponsors: CASKX Techvestor Innago BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Ross Metz is the co-founder of SIMCAP Holdings, which is a midwest asset management group with a focus on residential multifamily investing. In this episode, Ross shares how he built his portfolio up to 148 units in 15 months and how he structured a unique partnership with his property manager that ensures both of their paths to growth and profitability.   Ross Metz | Real Estate Background Co-Founder of SIMCAP Holdings and SIMCAP Management Portfolio: 148 multifamily units Personal portfolio of residential properties Based in: Cincinnati, OH Say hi to him at:  simcapholdings.com LinkedIn Best Ever Book: Can't Hurt Me: Master Your Mind and Defy the Odds by David Goggins Greatest Lesson: Don’t be afraid to leverage your networks. Most people are willing and eager to help.   Click here to learn more about our sponsors: CASKX Techvestor SyndicationAttorneys BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Michael Flight is the CEO of Liberty Real Estate Funds and principal of Concordia Realty, the world’s first net lease security token fund. In this episode, Michael shares three key factors required in doing due diligence on a NNN property, tips for investors pivoting into retail, and how to attract national tenants to your retail centers.   Michael Flight | Real Estate Background CEO of Liberty Real Estate Funds and founding principal of Concordia Realty Portfolio: NNN and single-tenant retail $5M sale/leaseback fund Hotel debt fund Based in: Oak Brook, IL Say hi to him at:  michaeljflight.com LinkedIn Best Ever Book: As a Man Thinketh by James Allen Greatest Lesson: Pick great partners and colleagues in all aspects of investing — not just investors, but attorneys, CPAs, etc.   Click here to learn more about our sponsors: CASKX Techvestor SyndicationAttorneys BAM Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Passive Investor Tips is a weekly series hosted by full-time passive investor and Best Ever Show host, Travis Watts. In each bite-sized episode, Travis breaks down passive investor topics, simplifying the philosophy and mindset while providing tactical, valuable information on how to be a passive investor. In this episode, Travis discusses the significance of risk-adjusted returns. Using real-world examples, Watts urges listeners to balance the allure of high returns with potential risks, emphasizing the importance of personal risk tolerance and financial goals.   Click here to learn more about our sponsors: CASKX Techvestor SyndicationAttorneys Learn more about your ad choices. Visit megaphone.fm/adchoices