Deep dive into our conversation today as David Lilley tells his story of starting real estate investing with no experience and succeeding in the residential and self-storage space. David also shares his strategies while investing out of his backyard and the value of mentorship, property management, and business automation. Don’t miss out on learning more and support us in bringing more amazing people to this show!Key Points & Relevant TopicsHow David learned more about real estate investing while working overseasDavid on building his team out of stateThe importance of having a mentor in overcoming challengesChallenges David had to face in raising money for the first timePivoting from residential to self-storage investing and how David increased its occupancy rateThe convenience of hiring a property manager and utilizing automation for a self-storage facilityNetworking and partnering with the right people in the businessResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout David LilleyDavid began real estate investing in 2013 with the purchase of his first Single Family Rental. Drawn to the economies of scale inherent to Multifamily, he purchased a 6-unit MF property in 2018. David has since sponsored the purchase of 1073 MF units valued at over $130m. Starting from scratch, David has direct experience with every facet of real estate acquisitions, redevelopment, and property management. Prior to his career in real estate, David served as an Infantryman in the United States Marine Corps with one combat deployment to Afghanistan. He worked as a Firefighter/Paramedic and was specially trained in multiple technical rescue disciplines. He later worked under the Department of State providing Close Protection to DoS officials including the Secretary of Defense. He deployed multiple times to Baghdad, Iraq. Finally, David deployed multiple times to the southern Philippines in direct support of SOCOM as a Search and Rescue Paramedic. Get in Touch with DavidWebsite: https://reapcap.com/ LinkedIn: Reap CapitalFacebook: Reap CapitalInstagram: @reapcapitalTikTok: @reapcapitalTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

With so many asset classes and niches in real estate, discover why Zach shifted his focus on value-add multifamily investing in this episode!Zach walks us through his journey and experiences in real estate, how he ended up in multifamily after several strategies, and emphasizes the significance of underwriting and due diligence to thrive in the multifamily space. Key Points & Relevant TopicsZach’s experiences from mortgage and residential brokerage to syndication and investingWhat made Zach interested in hotel investing and looked for other opportunities later onZach on getting into flex industrial, office space, and triple net leaseAdvantages of investing in multifamily value-add over flex industrialThe importance of constant underwriting in a competitive real estate marketHaving patience and thorough due diligence in real estate investingResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Zach WinnerZach is a founding partner and the CEO of Prosperity CRE, a private equity firm specializing in providing passive investment opportunities in multifamily apartment complexes.  He focuses on overseeing the real estate investment portfolios and advising and assisting clients who choose to invest with Prosperity CRE. Zach has successfully owned and operated a residential real estate company, mortgage brokerage company, and escrow company, with offices in Northern and Southern California, assisting clients in the purchase, finance, and sale of properties throughout the United States.  Zach also has extensive legal, public affairs, and ballot measure campaign management experience, including representing clients in a wide variety of commercial real estate and land use transactions. He is a licensed attorney and member of the California Bar Association. He is a graduate of the University of Southern California, and the McGeorge School of Law at the University of the Pacific.Get in Touch with ZachWebsite: https://prosperitycre.com/ LinkedIn: Zach W.To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

In this episode, Tony Lopes promotes the importance of having real estate investments as an additional income stream and a hedge against the risks of relying on corporate jobs.Tony also highlights his strategic approaches to private lending, ways to participate in real estate opportunities, forming a diverse team to overcome challenges, and engaging with coaching programs. Check this valuable conversation and start shifting your approach to freedom and retirement!Key Points & Relevant TopicsTony on getting laid off from work and retirement at the age of 44The risk of relying on corporate jobs and the need for financial protectionBenefits of holding real estate investments and the freedom that comes with itIs it a good idea to invest in syndication in today’s market?The most challenging part of being an active investorHow powerful is private lending and what people don’t know about itBuilding wealth despite difficulties in the real estate marketThe importance of growing your network in real estateSurrounding yourself with the right people in the industryResources & LinksFreedom at Risk by Tony LopesReal Estate Personality Test: https://dirtybootscapital.com/real-estate-personality-test Apartment Syndication Due Diligence Checklist for Passive InvestorAbout Tony LopesTony Lopes is a first-generation American, CEO of Dirty Boots Capital, real estate professional, bestselling author, coach, and speaker. He earned a BS in Mechanical Engineering and an MBA from UMass. He worked in the defense industry for 19 years managing multi-million dollar programs while simultaneously building a portfolio of residential income properties. His investments, coupled with his understanding of markets and economics allowed him to retire at age 44. What really drives Tony is sharing his knowledge and experience so that others can achieve financial independence and enjoy the same level of freedom he does. Get in Touch with TonyWebsite: https://dirtybootscapital.com/ To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

We’re back for another episode that will guide us more to navigate the complexity of deal and property financing in today’s market!Today, we’re excited to have Shante Duffy on the show to discuss her expertise in loan servicing, her approach to serving investors in acquiring loans, and the process for borrowers to qualify for loans with them. Key Points & Relevant TopicsHow Shante got into the mortgage servicing industryThings Shante loves about the mortgage servicing businessThe typical process and steps for investors to acquire loansWould there be regulatory changes impacting investors in utilizing loan services?What happens if servicers fall out of compliance?The most challenging part of handling non-performing loans for servicersHow important it is for investors to constantly communicate with loan servicersResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Shante DuffyShante Duffy stands out as a leading figure in the mortgage servicing industry, holding the pivotal role of Director of Business Operations at BIFI Loan Servicing. Her influence and dedication have made significant impacts across the sector.With over a decade of dedicated service, Shante has mastered the intricacies of loan servicing operations, regulatory compliance, and management of bankruptcy and foreclosure processes. Her hands-on experience has been instrumental in driving success and efficiency.As a visionary cofounder of BIFI Loan Servicing, Shante has directly addressed investor frustrations, creating a platform "By Investors, For Investors." This initiative showcases her commitment to solving industry-wide "pain points" in the loan servicing space and enhancing investor focus and satisfaction.Get in Touch with ShanteWebsite: https://bifils.com/ Email: servicing@bifils.com LinkedIn: BIFI Loan Servicing / Shante DuffyFacebook: BIFI Loan Servicing LLC / Shante DuffyTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Is it possible to achieve true happiness and abundance in real estate investing?Let us all be inspired by Dan Zitofsky’s story and his decades of experience! Dan shares his insights on finding opportunities in the current market condition, the importance of building connections with the right people in the industry, and a motivating story that everyone should hear. Dive in to learn more!Key Points & Relevant TopicsDan’s extensive background in real estate and his current focus on seller financing and turnkey rentalsWhat does a transactional mindset mean for Dan?The kind of people in real estate you need to be surrounded withDan’s approach to getting opportunities and providing value in times when the interest rate is highEmerging and opportunistic marketsOptions for high-income professionals to attain financial stability and build legacy wealth in real estatePrioritizing relationships with people over chasing moneyResources & LinksPassive to Prosperous by Dan ZitofskyTo sign up for Dan’s FREE Seller Financing Cheat Sheet, go to https://www.passivewealthacademy.com/sellerfinancing. Apartment Syndication Due Diligence Checklist for Passive InvestorAbout Dan ZitofskyReal Estate Mogul! Dan is a Real Estate Investor, Syndicator, and Passive Wealth and Private Money Educator, with an incredible journey from $400 to over $300 million in Properties’s and seller financed notes.  Best-Selling Author! He's not just a Real Estate Coach and speaker - Dan is also an International Best-Selling Author of his life changing book, Passive to Prosperous. A Diverse Portfolio! From Single Family Rentals in Emerging Markets, Over 400 seller financed notes as the Bank with almost zero debt to his name. Dan’s expertise knows no bounds! A Heart of Gold! But what truly sets Dan apart is his passion for philanthropy, reaching people around the world and helping them live fulfilled lives full of positivity and purpose. Get in Touch with DanWebsite: http://www.zitofskycapitalmanagement.com/ YouTube: Dan Zitofsky - Zitofsky Capital ManagementFacebook: Dan ZitofskyFacebook Group: Become A Real Estate Investor With Dan ZitofskyInstagram: @danzitofskyTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Be ready to learn how to protect your assets and wealth as we’re joined by a father and son duo today, Ted and Garrett Sutton.Ted and Garrett discuss asset protection, setting up LLCs, its ideal structure for investors, and the rules everyone should follow under the Corporate Transparency Act. Listen ‘till the end of our conversation to know how to protect your investments for the long term!Key Points & Relevant TopicsWhat is asset protection and how it worksWhy Wyoming is considered a great place for asset protection and holding LLC How it works when someone has an LLC from a different stateThe Wyoming LLC privacy and anonymityThe ideal LLC structure for investors with multiple propertiesWhat is the Corporate Transparency Act and the purpose of this Federal lawReporting of information for an LLC with multiple investorsWhy understanding the rules under the Corporate Transparency Act is crucial for investorsResources & LinksGarrett Sutton’s BooksDownload Ted’s e-book “Five Tricks To Teach Your Kids About Money by visiting https://www.sunnstream.com/five-tricks. Apartment Syndication Due Diligence Checklist for Passive InvestorAbout Ted and Garrett SuttonGARRETT SUTTON has sold more than a million books to guide entrepreneurs and investors. His best sellers include Start Your Own Corporation, Loopholes of Real Estate, and Veil Not Fail. For more than 30 years, he has run his practice assisting entrepreneurs and real estate investors in protecting their assets. The companies he founded, Corporate Direct and Sutton Law Center, currently help more than 14,000 clients protect their assets and maintain their entities, especially under the new Corporate Transparency Act.  Garrett also serves as a member of the elite group of “Rich Dad Advisors” for best-selling author Robert Kiyosaki. A number of the books Garrett Sutton has authored are part of the best-selling Rich Dad, Poor Dad wealth-building book series.  TED SUTTON is a licensed attorney who is the son of Garrett Sutton. Ted was born and raised in Reno, NV. He graduated from the University of Utah with a B.S. in Mining Engineering. During one of his summers, he spent three months working at a mine in Chile. This experience made him realize that legal matters interested him more than engineering ones. After graduating in 2018, he decided to attend law school the following year.  Ted attended the University of Wyoming College of Law. In his third year, he served as the Student Director of the Business Entrepreneurship Practicum, where he helped clients form and maintain LLCs. He graduated in May 2022. Ted is now licensed to practice law in Wyoming and Nevada. Ted has been focused on making sure Corporate Direct’s clients properly file under the Corporate Transparency Act. Get in Touch with Ted and Garrett Website: https://corporatedirect.com/ / https://sutlaw.com/ YouTube: Corporate DirectTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Are you proficient enough in utilizing your self-directed IRA and its power for real estate investing? Let’s fuel your expertise in leveraging this funding strategy as we’ve invited Mat Sorensen to discuss self-directed IRAs and retirement accounts for scaling a real estate portfolio and his experiences helping the most wealthy people in the investing business. Key Points & Relevant TopicsMat on running multiple businesses and exposing himself to different clientsWhat wealthy and most successful people do differently to preserve their wealthThings you should know about self-directed IRAs and retirement accounts that financial brokers won’t tell you3 things that are not allowed when you utilize your self-directed IRA3-step process for self-directed IRA conversionHow self-directed IRAs work in acquiring single-family rentals and the type of loan you must acquire to buy real estateThe main reason why Mat built his own company helping real estate clientsMat’s Self-Directed IRA Summit eventsMat’s advice on putting a balance between professional and personal life and overcoming challengesMat’s point of view on real estate investing in 2024Resources & LinksThe Self Directed IRA Handbook by Mat SorensenBuy the SDIRA Summit 2024 Recording in Dallas, TXTo learn more about Mat’s upcoming events, go to https://matsorensen.com/events/. Apartment Syndication Due Diligence Checklist for Passive InvestorAbout Mat SorensenMat is a wealth lawyer and an award-winning entrepreneur. As a wealth lawyer, Mat has advised over 10,000 clients in building their wealth through business ownership, real estate investing, and self-directed retirement account portfolios. He built a nationwide business and tax law firm, KKOS Lawyers, with his partner Mark J. Kohler, and has assisted clients with business start-ups and acquisitions large and small and has advised on over $1B in real estate transactions. Mat is the Founder and CEO of Directed IRA, an INC 5000 award winning company who in 5 years has served over 20,000 customers and has over $1.7B in assets under administration. Mat personally went from being a broke teen dad to a multi-millionaire by doing what his wealthy clients did – start, buy and scale businesses, build real estate portfolios, and utilize self-directed retirement accounts to invest in high-return alternative assets. He is also a co-founder at Main Street Business Services, is a best-selling author of The Self-Directed IRA Handbook, is VIP Contributor at Entrepreneur, hosts two annual events (SDIRA Summit and Alt Asset Summit), serves on various boards, and is a member of YPO Scottsdale. Get in Touch with MatWebsite: https://matsorensen.com/ YouTube: Mat Sorensen - Wealth Lawyer & EntrepreneurLinkedIn: Mat SorensenInstagram: @matsorensenTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

In this episode, we’ve got Daniel Farber discussing the success of his career and his family’s company, how they shift effectively from one asset class to another for the long term, leverage technology for efficiency, and most importantly, their strategies for growth and expanding their portfolio.Key Points & Relevant TopicsHow Daniel got exposed to real estate and worked with his family’s holdingsThe skills Daniel had leveraged for his family’s holdings and portfolioChallenges of shifting from one asset class or niche to another and the difference of investing in multifamilyDaniel’s mindset when he transitioned to multifamilyHow important is developing and executing a strategyUtilizing technology and digitalization to keep up with the market trendsAdapting to the right technology that contributes to the company’s operational efficiencyWhat makes Dallas, TX a great investment market for multifamilyStrategies for holding existing and grabbing potential opportunities in the marketResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Daniel FarberDaniel is responsible for leading the executive management teams on strategy and execution of growth for HLC Equity’s investment portfolio and leading the group’s operating businesses and brands.  Prior to his current role, Daniel led the group’s strategy and execution of transitioning HLC Equity from a private holding group into an institutional level sponsor of investment opportunities by developing HLC Equity’s co-investment platform, while also expanding the group’s legacy investment portfolio and operating businesses.  Prior to entering the real estate investment business, Daniel worked as a strategic consultant to large multinational corporations including Unicredit Bank and the Renova Group and has also served as a consultant to large political organizations.  Daniel served in the Israel Defense Forces as a Staff Sergeant, holds a BA in Government Diplomacy and Strategy from the Interdisciplinary Center, Herzliya Israel, a Post-Baccalaureate Certificate in Business from Columbia University in New York, and a Master of Science in Real Estate Development from New York University. Daniel is an active member of the Young Presidents Organization (YPO). Get in Touch with DanielWebsite: https://hlcequity.com/ LinkedIn: Daniel FarberInstagram: @danielnfarberTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Ignite your passion for investing in this meaningful conversation with Roger King, who talks about his early start in the real estate investing game, lessons he learned throughout his almost three decades of experience, and how he kept his motivation burning to continue despite challenges.Roger also highlights the role of education and knowledge in making better investment decisions and working with good people in the business. Key Points & Relevant TopicsRoger’s experience in acquiring probate deals and the lessons he learned from his failureThe importance of education and knowledge in protecting yourself and your investmentsThe mindset it took for Roger to keep going despite his losses and challenges in the pastRoger’s current focus on mobile home parks and education business Working with the right people in real estate investingResources & LinksTony RobbinsVisit https://www.rogerking.com/ to subscribe to the “REI Evolution” NewsletterApartment Syndication Due Diligence Checklist for Passive InvestorAbout Roger KingRoger King is a seasoned real estate investor with over 27 years’ experience specializing in strategic, cash-flowing properties. As the founder of a boutique firm, his insights have yielded over $10m in profitable returns to his investors during the last decade alone. Currently overseeing a diverse portfolio valued at over $50m (and still growing), Roger's current focus centers on residential and commercial properties located in 13 states around the U.S. There is currently a strong emphasis on mobile home park communities scattered in 8 of those states. Early on, Roger pursued a Performance degree at the esteemed Berklee College of Music in Boston, MA. As a former professional drummer, Roger's musical endeavors led his bands to open for renowned artists like Brian Setzer, Spyro Gyra, and Bryan Adams.  Beyond his professional achievements, Roger has a passion for personal development. Embracing unique challenges, he has walked on fire over a dozen times, gone skydiving, and has lately been working toward earning his private pilot’s license. Roger is also committed to philanthropy, contributing to the rebuilding of orphanages in Kenya and supporting families during several retreats in India and Fiji. Roger and his puppy Daisy cherish their sunset beach time in Puerto Rico, the island they now happily call home. His newest pursuit is building The Real Estate Investing Accelerator™, a community of investors who want to learn to start and scale their real estate investing businesses. By helping members not only to live the life of their dreams but be able to give back to those passion projects they’re called to support with both their time and their money. Get in Touch with RogerWebsite: https://www.rogerking.com/ Instagram: @therealrogerkingTikTok: @therealrogerkingLinkedIn: Roger KingYouTube: Roger KingFacebook: Roger KingTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Are you thinking of residential space as your niche in real estate investing? Make your financing easier in today’s episode with Shaun Magner!Shaun joins the show and speaks about his entry into real estate investing, his involvement in mentorship to learn different strategies, his success in the residential space, and eventually getting into the hard money lending business. Deep dive and learn more! Key Points & Relevant TopicsHow Shaun got started in the residential spaceReasons why Shaun chose residential real estateThe power of having a team and mentor in residential investingShaun’s insights on winning deals in today’s marketWhat attracted Shaun to hard money business and capital raisingThe business structure of running a hard money lending and how it works for investors and borrowersThe time and financial freedom from real estate investingResources & LinksRich Dad Poor Dad by Robert T. KiyosakiApartment Syndication Due Diligence Checklist for Passive InvestorAbout Shaun MagnerShaun Magner is the founder of both Property Investing Academy, a Real Estate Investment education company, and Monument City Group, a collective of Real Estate Investment companies based in Baltimore, MD.  Since 2006, he's built and operated multiple systems-dependent residential Real Estate Investment businesses. From marketing, acquisitions, dispositions, redevelopment, property management, business development and finance, Shaun has gained an expertise in all aspects of the residential Real Estate Investing industry. He prides himself on sharing his knowledge and resources with others to help them achieve their goals.  He's been a featured guest on countless podcasts, a keynote speaker at countless industry conferences and spent years as a Coach and Speaker for the Nation's top Real Estate Investment education company. His entire career has been in the residential construction space. Prior to Real Estate, he spent over a decade in sales and leadership for industry leading building material manufacturers.  Before that, he spent years as a residential new construction and remodeling carpenter after his formal education in the trade from Thaddeus Stevens College of Technology in Lancaster, PA. Shaun lives in the Annapolis, MD area w/ his wife and son. Get in Touch with ShaunWebsite: https://www.monumentcitygroup.com/Facebook: Shaun MagnerInstagram: @shaunmagnerTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

If you missed listening to our real estate investing experts last month, visit the links below!https://bonavestcapital.com/podcast/https://www.buzzsprout.com/1368325Watch this recap episode on YouTube:https://www.youtube.com/watch?v=2D4o4VyvD1YTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

What makes a good deal in today’s market? How can I evaluate a sponsor or operator? Is there a way to mitigate the risks of investing as a limited partner?These are only a few concerns limited partners have when choosing the right deal or fund offering. So in this episode, we’ve invited Lance Pederson to tell us his strategies for making better decisions as a limited partner, things you should be asking and looking for before investing in any investment opportunities, and his extensive expertise in evaluating a deal.Key Points & Relevant TopicsLance’s extensive background in real estate syndications and underwriting dealsLance’s approach to underwriting as a passive and seasoned investorStrategies for building up expertise as a limited partner in syndicationDetermining the skills and capability of a sponsor or operator in running a dealThings to ask sponsors or operators before making a final decision to invest with themThe process for evaluating a fundOther things investors should be looking at in a fund offeringHow sponsors can justify fees they’re charging to investors for a dealWhy sponsors need to disclose potential risks and exit strategies to investorsLance’s perspective on the industrial and retail marketResources & LinksLance’s LP Deal Analyzer: https://passiveadvantage.com/deal-analyzer/#mf-dealApartment Syndication Due Diligence Checklist for Passive InvestorAbout Lance PedersonLance got his start in the sub-institutional real estate space in 2008 managing a $65M debt fund comprised of small balance commercial real estate loans backed by collateral located throughout the Pacific Northwest. In 2013, he founded a real estate fund administration firm that scaled to more than $3B in assets under administration. During that same time, he also served as a Principal and COO at a private equity real estate investment firm that grew from $0 to $300M+ in equity under management with a portfolio that represented over $1B of real estate.  Since 2012, Lance has helped over 200 private lenders and real estate operators architect and form pooled investment funds. His passion continues to be working closely with real estate entrepreneurs to help them grow and scale their firms by leveraging the power of pooled investment vehicles. Lance is currently the Co-Founder and CEO of Passive Advantage, which develops online software tools to help investors vet real estate syndication investment opportunities. Get in Touch with LanceWebsite: https://passiveadvantage.com/ / https://www.lancepederson.com/ LinkedIn: Lance PedersonTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

If you’re struggling to reach your full potential as an investor and blocked by your fears in the business, Chris Roberts is here to motivate us with his powerful wisdom and success in the competitive investing world!Chris talks about how he scaled from single-family to large multifamily deals, building the right team, taking massive but calculated action, and having the ability to pivot into greater opportunities despite potential challenges in real estate. Listen to his transformational message and start your path to success from this episode!Key Points & Relevant TopicsThe influence of the people who surrounded Chris at his younger age that contributed to his capability today to help othersOvercoming self-doubt and fears to try different opportunitiesChris’ discovery of real estate and the start of his investing journeyThe people you need on your team when you get into the real estate businessThe importance of being active and taking calculated action when shifting from single-family duplexes to a multi-million dollar multifamily dealHaving the ability to pivot and keep going to succeed in a deal despite challengesWhy negotiation and communication skills are importantThe game-changing effect of real estate on peopleResources & LinksMultifamily Apartment Syndications: The Truth about Buying and Selling Your First Value-Add Building by Chris RobertsChris’ TEDx Talk: https://www.youtube.com/watch?v=m89CmHcoHK4 / ChrisRobertsTEDx.comApartment Syndication Due Diligence Checklist for Passive InvestorAbout Chris RobertsSterling Rhino Capital, LLC - Founder and CEO Sterling Rhino Capital - Co-Founder and CEO Chris Roberts has been a full-time entrepreneur and real estate investor since 2007. Chris is personally invested in over 4,000 apartment units nationwide and has led Sterling Rhino Capital to acquire and control 1122 units across several assets in Virginia, Georgia, Texas and Denver with an estimated value of over $200MM. Chris is a TEDx Speaker, has been a contributor on Bigger Pockets, is a member of the Forbes Real Estate Council and an Author. He is also the host of the Create Your Fortune Podcast where he focuses on Wealth, Health and Family. Chris is an Enterprise Partner with Feeding America and is passionate about teaching and giving back. Chris enjoys spending time with his wife Christina and traveling. They have been married for 11 years and have two dogs Bentley and Oliver. Get in Touch with ChrisWebsite: https://www.chrisdroberts.com/ / https://www.sterlingrhinocapital.com/ YouTube: Chris Roberts / Sterling Rhino CapitalLinkedIn: Chris R.Facebook: Chris RobertsTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Today, David Holman shares the key to his decade of success in the commercial and residential space, from being a passive investor, active investor, and syndicator. Dave gives excellent advice on making investors feel secure about investing with you as a syndicator, his definition of a good deal in a dynamic market, and the value of protecting investors’ capital in building your credibility. Key Points & Relevant TopicsDave’s entrepreneurial spirit, approach to doing MBA, and path to real estate investingWhy Dave decided to invest in his first deal as a passive investorDave’s approach to financing and management as an active investorThe importance of working with a reputable buyer agentOvercoming self-doubt in trying different things in real estate  Dave’s perspectives on choosing the right syndicator to work withWhat is considered a good deal in today’s marketThe mindset that contributed to Dave’s success in real estateProtecting your reputation and credibility as a syndicatorResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout David HolmanDave Holman believes in doing well by doing good. With over a decade of experience, Dave is a triple threat; commercial broker, syndicator/investor, and co-owner of Katahdin Property Management.  Dave grew up in Maine and attended Carleton College in Minnesota, focusing on Latin American Studies and Environment and Technology Studies. His first investment took place right out of college when he co-founded a multi-lingual retail chain in Bolivia, The Spitting Llama Bookstore and Outfitter. After earning his MBA and spending 9 years in non-profit leadership and fundraising, Dave dove into real estate investing to make the world a healthier and happier place.  Dave manages over 350 commercial and residential units in Maine, most of which he owns or co-owns. Dave specializes in driving NOI through energy efficiency and creative solutions with refugee and immigrant tenants. Outside of real estate, Dave loves running, hiking, travel, and wrote 3 books: Youth Rewinding the Countryside, Coffee Smuggler, and Cyber Fire.  Get in Touch with DavidWebsite: https://www.holmanhomes.com/ / https://www.holmangrouprealty.com/ / https://www.katahdinmanagement.com/ To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

After realizing he was losing a significant portion of his income because of his tax liability as a high-income earner, JP Albano looked for the perfect avenue to make the most of his hard-earned dollars and eventually found real estate investing.Let’s be motivated by JP's success story, the skills learned that helped him overcome challenges, and his uncommon and bold step to syndicate his first deal. Listen to this fascinating interview to learn more about his journey!Key Points & Relevant TopicsWhat made JP interested in jumping into multifamily apartment investing and the steps he took to learn itHow JP took advantage of the tax-saving capability of real estate as a high-income earnerJP’s journey to partnerships, building relationships, and acquiring his first dealThe impact of real estate investing in terms of community and valuesThe importance of having your WHY when investing in real estateSkills JP had learned from years of investing and the significance of knowing your goals to learn the same skillsWhat it means to become a private equity business ownerResources & LinksSo Rich You Can Quit by JP AlbanoBiggerPocketsEmerging Real Estate Markets by David LindahlApartment Syndication Due Diligence Checklist for Passive InvestorAbout JP AlbanoJP Albano, a soon-to-be best-selling author, Co-Founder and CEO of Significan Lifestyle Communities, with over $60MM in assets under management. JP has spent 20 years in IT, of which 10 were in B2B enterprise sales, selling over $220MM during his career and consistently achieving top sales accolades among his peers. In 2017, he started investing in multifamily apartments and shortly after co-founded Significan Lifestyle Communities, a vertically integrated commercial real estate investment firm with 700 apartment units under ownership. In addition to his experience as an investor, JP is putting the finishing touches on a new book launching in Q2 2023, aimed at helping busy sales professionals learn how to passively invest in multifamily real estate. He co-hosts a podcast series with his business partner and recently started a personal podcast titled, Lessons Around with JP Albano, which aims to help his audience take away valuable lessons he’s learned in biohacking, wealth creation, and being a better man. Get in Touch with JPWebsite: https://www.thetechsalesinvestor.com/ https://significanlc.com/ LinkedIn: John-Paul AlbanoTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

After over three years since his first appearance on the show, we’re excited to have Gino Barbaro back to give us more value through his massive success in the real estate business.Today, Gino talks more deeply about personal development, overcoming the levels of energy block, building relationships with brokers, and his advice for anyone in the investing space. Tune in because this is an episode you shouldn’t want to miss!Key Points & Relevant TopicsGino’s journey from running his pizza shop to owning over 2000 unitsReevaluating and assessing your life, working on personal development, and having clarity on what you want What is an energy block, its 4 levels, and why people should work on these levels How to get control of our personal gremlins and self-saboteursWhy NOW is the best time to get into real estate and the importance of picking your lane or nicheThe challenges brokers are facing in today’s marketUnderstanding the game of money and showing credibility in front of brokers to win dealsTips for increasing the deal flow and finding brokersGino’s advice for somebody who wants to start investing in real estateResources & LinksListen to Gino’s first appearance on the podcast by visiting https://bonavestcapital.com/podcast/sa068/ Secrets of the Millionaire Mind by T. Harv EkerApartment Syndication Due Diligence Checklist for Passive InvestorAbout Gino BarbaroAs an entrepreneur, he has grown his real estate portfolio to over 2,000 multifamily units & $250,000,000 in Assets under management. Gino and his partner, Jake, are teaching others how to do the same through Jake & Gino, the premier multifamily real estate education community. To date, their students have closed 68,000+ units and have $4 Billion in Deal volume! He is the best-selling author of three books, Wheelbarrow Profits, The Honey Bee and Family, Food and the Friars. He currently resides in St. Augustine, Florida with his beautiful wife Julia and their six children. Get in Touch with GinoWebsite: https://jakeandgino.com/ / https://juliaandgino.com/ To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Victoria Garza-Fraser joins the show to share her passion and commitment to real estate that started at a young age. Today, Victoria highlights her deep understanding of the acquisition side of multifamily investing, from acquiring loans to winning deals.She also shares her thoughts about working and thriving with her family and the significance of learning how to invest for young individuals. Discover your true life path by listening to her episode!Key Points & Relevant TopicsVictoria’s life growing up in a family doing real estate and her passion for the businessWhy it’s important for young people to learn investing in real estate and every aspect of itVictoria’s focus on building economies of scaleREEP’s strategies for monitoring rent growth in the marketThings to consider when moving from one market to anotherWhat sets REEP apart from other investors and property buyersAdvantages of working with family in real estateThe importance of staying updated on market trendsResources & LinksCheck JP Conklin’s newsletter by visiting https://www.loanboss.com/. Apartment Syndication Due Diligence Checklist for Passive InvestorAbout Victoria Garza-FraserVictoria Garza-Fraser plays a pivotal role as REEP’s Acquisitions and Capital Events Manager. On the acquisition side she interfaces with brokers, lenders, and the operations team to acquire assets, procure debt, and maximize property values. Additionally, Victoria manages refinances, dispositions, and REEP’s underwriting team. She earned her BA in Psychology and Business from Southwestern University and a MSc in Psychology from the University College London (UCL). Her passion for multifamily started at the age of 16 when she began working at a multifamily property in leasing. Subsequently, she gained valuable experience in multifamily management while working for a large multifamily group based in Miami. During this time, she gained knowledge in resident relations, investor relations, and marketing. Beyond her professional pursuits, Victoria is an avid skier, Pomeranian lover, and enjoys traveling with her husband. Her vibrant personality and diverse experiences contribute to the dynamic professional she is today, making her a driving force in the multifamily real estate industry. Get in Touch with VictoriaWebsite: https://reepequity.com/ To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Gear up for another episode about building cash flow with today’s guest, Ryan Chaw! He talks about his hard work as a pharmacist that led to where he is now in real estate and serving students by providing them with affordable and high-quality student rentals.Ryan also shares his strategies for making student housing work in today’s market, handling possible tenant issues, and managing multiple rental properties from different states. Untap one of the most income-producing real estate niches by tuning in!Key Points & Relevant TopicsRyan’s career as a pharmacist and an introduction to his success as a rental property investorWhat motivated Ryan to start buying properties for student housingMost important things to consider to make a student housing workRenovation costs when adding more bedrooms in a student house rentalThe importance of having systems and teams in place in managing properties out-of-stateSeveral ways to find tenants for student housingHow to vet student tenants and ensure your rental properties are safe The idea of having parents co-sign leasing contracts and agreementWhy property owners need to coordinate with real estate lawyers from a legal perspectiveTypical property size based on the target number of tenantsIs it still profitable to invest in student housing in today’s market?Handling potential tenant conflicts, issues, and disputes4 things students typically look for in student housingRyan’s financing strategies and his approach to winning deals and purchasing propertiesResources & LinksBiggerPocketsTurboTenantDownload Ryan’s FREE guide by visiting https://www.newbierealestateinvesting.com/guide. Apartment Syndication Due Diligence Checklist for Passive InvestorAbout Ryan ChawRyan graduated as a Pharmacist in 2016 and worked at a hospital in Infectious Diseases and Pediatrics. Working in the hospitality field, he built the skills necessary for becoming a great landlord. Ryan purchased one single-family home a year and slowly built up a reputation at his local college for having high-quality student housing rental spaces. Because he rented by the room, there was double the rental income and a lot more cash flow compared to renting by the whole house. By the age of 28, he became a millionaire and was making multiple 6 figures in rental income on his student rentals. He started building a community of like-minded creative real estate investors who focus on getting one deal at a time. They provide great quality affordable student housing and have a lot of fun doing it. In his free time, he travels to many foreign countries to just absorb the culture and life outside of California. Get in Touch with RyanWebsite: https://www.newbierealestateinvesting.com/ To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Is there such a way to start your investing journey and build your portfolio with low money down? Today’s episode with Blake Choisnet focuses on this topic!Blake walks us through how he started his investing career, built his rental portfolio, and created a passive income lifestyle. He shares the snowball effect of utilizing the BRRRR method on his success as an investor and his advice for everyone to make real estate work. Tune in to get tons of wisdom from Blake’s experiences and expertise in the business!Key Points & Relevant TopicsBlake’s story of how he started house-hacking, building his portfolio in Texas, and ending his W2 lifeBenefits of utilizing the BRRRR strategy for new investorsWhy you should let your goals dictate your strategy rather than the marketBlake’s strategy for analyzing and acquiring deals and propertiesBlake’s approach to vetting wholesalers and tips to find themBuilding a team after finding your market for rentalsThings Blake had learned in life through real estate investingResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Blake ChoisnetBlake Choisnet is a real estate investor, entrepreneur, and coach. He did what was told of him, got great degrees that ‘would pay well’, worked hard, and then proceeded to be lulled into boredom and exasperation by the 9-5 life. Realizing he needed to find a way out of his full time job so he could actually live his life, he did something he thought he’d never be able to do: he started investing in real estate. What started with $10k of hard-earned savings (‘stupid money’ for tuition to the school of hard knocks) turned into a multimillion dollar real estate portfolio in 18 months. 12 months later he had enough monthly cashflow to cover all expenses and retired at the age of 32 despite his boss offering to double his salary to stay. He continued to hone his skills of finding below-market deals, raising private money, deal analysis, and real estate tax strategies, and within 5 years of buying his first property he became the first self-made millionaire in his family line.   Blake now splits his time between growing his real estate portfolio and teaching new investors how to get started investing in real estate. He believes real estate investing is a science, not an art, and can be learned and mastered by anyone. He’s helped hundreds of new investors acquire over $50M of cashflowing real estate. When Blake isn’t coaching or buying new properties, he’s spending time with his wife Brittany and son Brandon.   Get in Touch with BlakeWebsite: https://90dayrentalroadmap.com/ / https://www.blakechoisnet.com/ Instagram: @blakechoisnetFacebook: Rental Roadmap Real Estate Investing / Blake ChoisnetYouTube: Blake ChoisnetTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Over the years, assisted living has gained popularity as one of the best investments in the market and a better way to serve people and residents. But is it worth it to enter this healthcare industry’s sector? Let’s find out in this episode with Brandon Gustafson!Brandon joins the show to walk us through how he entered this business, the people you need to have to make a facility successful, and the local rules and regulations that come with assisted living investing. Listen in as we covered more valuable topics!Key Points & Relevant TopicsBrandon’s passion for healthcare and how he started applying it to real estate investingBrandon’s journey to his first deal and the steps he had to take to make it happenUtilizing a multifamily underwriting strategy in assisted livingThings to establish and put in place when buying an existing assisted living facilityThe people you need to employ to operate an assisted living facilityThe required resident-caregiver ratio in a facility and the state inspection and surveyTop expenses involved in running an assisted livingHow important it is to have a good location for assisted living investingResources & LinksBrandon’s FREE Underwriting CalculatorTo apply for Assisted Living Investing’s mentorship, go to https://www.assistedlivinginvesting.net/mentorship-application. Get your FREE senior living industry webinar and other gifts by visiting https://www.assistedlivinginvesting.net/bonavest. Apartment Syndication Due Diligence Checklist for Passive InvestorAbout Brandon GustafsonBrandon Gustafson is an expert in Assisted Living Investing, with a master's degree in healthcare administration from the University of Utah and over a decade of experience in the healthcare industry. He has owned and operated two remote assisted living facilities since 2020 and has secured over $1.5 million in SBA funding. Brandon is committed to mentorship and sharing knowledge, believing everyone can achieve their goals. Brandon is also a dedicated family man and a passionate sports fan.  Get in Touch with BrandonWebsite: https://www.assistedlivinginvesting.net/ YouTube: Brandon Gustafson / @assistedlivinginvestingFacebook Group: Assisted Living Investing: Unlocking Time & Financial Freedom through ALFacebook Page: Assisted Living InvestingInstagram: @assistedlivinginvestingLinkedIn: Assisted Living InvestingTwitter (X): @AL_Investing To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!