Grow Your Cashflow Podcast

Pascal Wagner

Welcome to Grow Your Cashflow Podcast where we help accredited investors learn how to earn consistent monthly passive income from private placements. If you're uncertain about where to invest for dependable returns, have limited access to exclusive opportunities like private placements, or are looking for expert insights and guidance on generating consistent income across various asset classes, then this show is tailored just for you. By listening to this show, you'll achieve your passive income goals faster by learning: 🚀 Proven strategies to secure monthly passive income.  💡 Expert insights from successful fund managers and investors.  🌐 How to access exclusive opportunities in private placements.  📈 Techniques to diversify across multiple asset classes for a robust portfolio.  💰 The well-guarded secrets of wealth accumulation used by the world's elite. Try listening to our most popular episodes on your favorite podcasting platform or on YouTube. We look forward to you joining our community of investors. You’ll be one step closer to growing your cashflow! read less
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The LP Mindset: Limited Partners' Perspective on Today's CRE Landscape
Nov 19 2024
The LP Mindset: Limited Partners' Perspective on Today's CRE Landscape
Looking for investment opportunities? Go here: http://growyourcashflow.io/investing-starter-kit-ytIf you’re new to my channel, my name is Pascal Wagner. I’m the founder and managing partner of GrowYourCashflow.io. It’s an investment firm that helps multi-millionaires reduce their taxable income, diversify their portfolio, and grow their cashflow with passive private investments. // In This Episode========================This is a repost from the Best Ever Commercial Real Estate Podcast. In this exclusive roundtable, seasoned experts Joe Fearless, Nimesh Patel of Lion Park Capital, Pascal Wagner, and Trevor McGregor share their insights on navigating today’s Commercial Real Estate (CRE) landscape as limited partners. Discover how top LPs are positioning themselves for success, the latest trends in passive investing, and actionable strategies for generating consistent cash flow.→ How Deals are Performing Today: A deep dive into current market performance, focusing on how today’s deals are holding up in a volatile environment.→ Lessons Learned: Get real-world insights from experienced investors on strategies that work and mistakes to avoid.// About The Host:========================Pascal Wagner is the founder of Grow Your Cashflow which was formed to help accredited investors learn how to earn consistent passive income from private placements. He’s invested in over 20+ LP investments across Self Storage, Multifamily, Private Credit and more. Previously, he was a Fund & Portfolio Manager at Techstars, making over 300 follow-on investments for the Techstars Ventures ‘17 and ‘21 Funds, he founded Walkthrough, which was acquired by PlanOmatic in 2019, he founded Online Ad Labs which was acquired by PosterBrain in 2016, and he has owned a growing portfolio of 100+ real estate units across the United States since 2013.// Links Related To This Episode:========================- Get passive income opportunities delivered weekly: http://growyourcashflow.io/investing-starter-kit-yt- Learn more about Best Ever: https://www.besteverconference.com/// Legal Disclaimer========================This content is intended to build trust with investors and provide general information. This video does not offer personalized investment advice. Pascal is not acting as your advisor in any capacity. Any advice is not tailored to your individual circumstances. Any services, promotions, or links offered in this video may result in financial benefits for Pascal through paid advertisements, affiliate relationships, or products owned or partially owned by Pascal.
The 1 Document Every Debt Fund Investor Must Demand: Understanding Loan Tapes
Nov 16 2024
The 1 Document Every Debt Fund Investor Must Demand: Understanding Loan Tapes
Looking for investment opportunities? Go here: http://growyourcashflow.io/investing-starter-kit-ytIf you’re new to my channel, my name is Pascal Wagner. I’m the founder and managing partner of GrowYourCashflow.io. It’s an investment firm that helps multi-millionaires reduce their taxable income, diversify their portfolio, and grow their cashflow with passive private investments. // In This Episode========================Did you know there’s a single document that reveals the health of a debt fund before you invest—but most investors don’t even know it exists? Today, we’re diving into the loan tape and why it’s a critical tool for protecting your capital.// About The Host:========================Pascal Wagner is the founder of Grow Your Cashflow which was formed to help accredited investors learn how to earn consistent passive income from private placements. He’s invested in over 20+ LP investments across Self Storage, Multifamily, Private Credit and more. Previously, he was a Fund & Portfolio Manager at Techstars, making over 300 follow-on investments for the Techstars Ventures ‘17 and ‘21 Funds, he founded Walkthrough, which was acquired by PlanOmatic in 2019, he founded Online Ad Labs which was acquired by PosterBrain in 2016, and he has owned a growing portfolio of 100+ real estate units across the United States since 2013.// Links Related To This Episode:========================- Get passive income opportunities delivered weekly: http://growyourcashflow.io/investing-starter-kit-yt- Learn more about DLP Capital: http://www.dlpcapital.com/- Learn more about Pelorus Capital Group: https://peloruscapitalgroup.com/// Legal Disclaimer========================This content is intended to build trust with investors and provide general information. This video does not offer personalized investment advice. Pascal is not acting as your advisor in any capacity. Any advice is not tailored to your individual circumstances. Any services, promotions, or links offered in this video may result in financial benefits for Pascal through paid advertisements, affiliate relationships, or products owned or partially owned by Pascal.
How To Transition From Active To Passive Real Estate Investing w/ Vincent Balagia
Dec 12 2023
How To Transition From Active To Passive Real Estate Investing w/ Vincent Balagia
When do you transition from managing your investments personally to having professionals do it?This is a question I’ve been asking myself lately. I earn 50% of my income from my portfolio of 12 homes in Atlanta, and the other 50% I make from passive investment funds. In this episode of the Grow Your Cashflow Podcast with Vincent Balagia, Founder & CEO of Stallion Capital Management, a fund with $150M under management, we discuss:When should someone like us, balancing active and passive income sources, consider making the leap to fully passive investing?What are the real benefits and potential pitfalls of entrusting our hard-earned investments to management companies with varied investment focuses?And, in the face of today's high inflation and interest rate environment, how should we be adapting our investment strategies?This episode is more than just a discussion; it's about finding practical answers to the questions we, as investors, face every day. If you're navigating the complexities of active and passive investing, this episode could be a game-changer for you. Listen in at: https://youtu.be/LzeepCqdSpk#RealEstateInvesting #WealthGrowth #TexasMarket #InvestmentStrategy #Podcast #FinancialInsights #AccreditedInvestors #StallionCapital #GrowYourCashflow// About The Show:========================Welcome to Grow Your Cashflow Podcast where we help accredited investors learn how to earn consistent monthly passive income from private placements.If you're uncertain about where to invest for dependable returns, have limited access to exclusive opportunities like private placements, or are looking for expert insights and guidance on generating consistent income across various asset classes, then this show is tailored just for you.By listening to this show, you'll achieve your passive income goals faster by learning:🚀 Proven strategies to secure monthly passive income.💡 Expert insights from successful fund managers and investors.🌐 How to access exclusive opportunities in private placements.📈 Techniques to diversify across multiple asset classes for a robust portfolio.💰 The well-guarded secrets of wealth accumulation used by the world's elite.Try listening to our most popular episodes on your favorite podcasting platform or on YouTube. We look forward to you joining our community of investors. You’ll be one step closer to growing your cashflow!// About The Guests:========================Vincent Balagia, the Founder and CEO of Stallion Capital Management, stands out as a seasoned leader in the realm of real estate investment. Since establishing Stallion Funding, the predecessor to Stallion Capital, in 2007, Balagia has dedicated himself to carving out a niche in the commercial lending markets, focusing particularly on Texas-based real estate loans. His primary mission is to offer investors not only attractive rates of return but also a substantial level of downside protection. This focus on both growth and security reflects his commitment to providing value and trust to his investor partners.Vincent Balagia helms Stallion Capital Management with a keen focus on lucrative Texas real estate investments. His creation, The Stallion Texas Real Estate Fund, emphasizes diversification across major Texas metros in commercial and residential real estate. Balagia champions integrity and investor-first strategies, ensuring transparency and trust. His innovative approach makes high-caliber real estate investments accessible, surpassing traditional barriers of high investment thresholds.Pascal Wagner is the founder of Grow Your Cashflow which was formed to help accredited investors learn how to earn consistent passive income from private placements. Previously, he was a Fund & Portfolio Manager at Techstars, making over 300 follow-on investments for the Techstars Ventures ‘17 and ‘21 Funds, he founded Walkthrough, which was acquired by PlanOmatic in 2019, he founded Online Ad Labs which was acquired by PosterBrain in 2016, and he has owned a growing portfolio of real estate properties across the United States since 2013.// Links Related To This Episode:========================- Learn how to earn monthly passive income from private placements at: https://hubs.ly/Q023z93L0- Get passive income opportunities delivered to your inbox every week by joining our subscriber list at: https://hubs.ly/Q023z8mg0- Follow Pascal Wagner on your favorite social media channel: https://www.investwithpascal.com- Watch the show on YouTube: https://youtu.be/LzeepCqdSpk- Subscribe to the Grow Your Cashflow Podcast on your favorite platform: https://growyourcashflow.transistor.fm/- Reach out to Vincent Balagial: https://www.linkedin.com/in/vincentbalagia/- Learn more about Stallion Capital Management: https://stallioncap.com/// Key Time Stamps & Topics========================00:00: Intro03:49: Vincent Balagia emphasizes aligning investment decisions with personal values.06:42: The educational role of his podcast in guiding investors toward passive income.10:45: Vincent provides insights into real estate debt funds, especially in the Texas market.13:58: Pascal shares challenges in managing active real estate investments, particularly Airbnb.17:52: Vincent touches on pricing and maintenance complexities in property management.21:35: Outsourcing property management's benefits and drawbacks.24:48: Vincent discusses strategic decision-making in property management.28:10: Transitioning from active management to passive investment strategies.31:27: Vincent talks about the necessity of risk assessment in investment decisions.35:09: Discussion on adapting investment strategies to market changes.38:49: Vincent highlights understanding different fund risks.42:22: Insights on balancing high returns with risk management.45:56: Vincent advises on managing real estate funds in varying economic conditions.52:47: Vincent stresses aligning business practices with personal and life goals
Top Metrics for Selecting Real Estate Funds: Insights from Andrew Campbell
Dec 8 2023
Top Metrics for Selecting Real Estate Funds: Insights from Andrew Campbell
Pretty much every fund manager I’ve spoken with not only manages their own fund, but also invests passively with other operators outside of their expertise. In this eye-opening episode on the Grow Your Cashflow Podcast, Andrew Campbell, Managing Partner at Wildhorn Capital, not only shares the strategy behind his $800M Fund investing in central Texas but also…The nuances of navigating different investments based on your goals, How to find the right people to invest with,And how to make informed decisions amidst economic changes. Andrew's insights are not just theories; they are hard-earned lessons from the front lines of investing hundreds of millions of dollars, offering a rare glimpse into the mind of a successful investor.If you’re evaluating different places to invest and you want to learn more, you can listen to the full episode here: https://youtu.be/1lZWwXL-0Oo#podcast #money #investing #economy #privateinvestment #funds #syndications #investments #alternativeinvestments ‍‍‍‍// About The Show:========================Welcome to Grow Your Cashflow Podcast where we help accredited investors learn how to earn consistent monthly passive income from private placements.If you're uncertain about where to invest for dependable returns, have limited access to exclusive opportunities like private placements, or are looking for expert insights and guidance on generating consistent income across various asset classes, then this show is tailored just for you.By listening to this show, you'll achieve your passive income goals faster by learning:🚀 Proven strategies to secure monthly passive income.💡 Expert insights from successful fund managers and investors.🌐 How to access exclusive opportunities in private placements.📈 Techniques to diversify across multiple asset classes for a robust portfolio.💰 The well-guarded secrets of wealth accumulation used by the world's elite.Try listening to our most popular episodes on your favorite podcasting platform or on youtube. We look forward to you joining our community of investors. You’ll be one step closer to growing your cashflow!// About The Guests:========================Andrew Campbell, the Managing Partner at Wildhorn Capital, leads the Austin, Texas-based real estate private equity firm. Renowned for focusing on residential value-add and ground-up development in Central Texas, Wildhorn Capital seeks to provide risk-adjusted returns through expert property investment and development strategies.Boasting an impressive portfolio with $800 million in assets under management, Wildhorn Capital has raised $80 million across 17 funds, demonstrating a strong track record in investor distributions. Andrew, with his extensive experience in making 20 Limited Partner investments, offers a deep understanding of investor needs. For those interested in partnership, the firm is currently welcoming new investors, with a minimum investment requirement of $100,000.Pascal Wagner is the founder of Grow Your Cashflow which was formed to help accredited investors learn how to earn consistent passive income from private placements. Previously, he was a Fund & Portfolio Manager at Techstars, making over 300 follow-on investments for the Techstars Ventures ‘17 and ‘21 Funds, he founded Walkthrough, which was acquired by PlanOmatic in 2019, he founded Online Ad Labs which was acquired by PosterBrain in 2016, and he has owned a growing portfolio of real estate properties across the United States since 2013.// Links Related To This Episode:========================- Learn how to earn monthly passive income from private placements at: https://hubs.ly/Q023z93L0- Get passive income opportunities delivered to your inbox every week by joining our subscriber list at: https://hubs.ly/Q023z8mg0- Follow Pascal Wagner on your favorite social media channel: https://www.investwithpascal.com- Watch the show on YouTube: https://youtu.be/1lZWwXL-0Oo- Subscribe to the Grow Your Cashflow Podcast on your favorite platform: https://growyourcashflow.transistor.fm/- Reach out to Andrew Campbell: https://www.linkedin.com/in/andrew-campbell-3745a41/- Learn more about Wildhorn Capital: https://wildhorncap.com/// Key Time Stamps & Topics========================00:00 - Introductory focus on real estate LP investments.00:42 - Pascal Wagner introduces the podcast's goals and target audience.01:34 - Andrew outlines his journey in real estate and Wildhorn Capital's specialization in multifamily and built-to-rent properties.02:15 - A dive into the varied strategies of fund managers and real estate operators.03:15 - Andrew discusses his preference for multifamily units and built-to-rent properties, emphasizing market stability.06:45 - Comparison of managing vertical apartment buildings versus horizontal rental housing.09:15 - Wildhorn Capital's strategies for attracting and maintaining investor relationships.11:00 - Overview of the typical investor profile in Wildhorn Capital's funds.14:45 - Discussion on Wildhorn Capital's distinct investment strategy and regional expertise.17:15 - Andrew shares his journey from a passive LP investor to an active GP, along with key learnings.20:00 - Exploring the balance between active and passive investment strategies.23:15 - Impact of inflation and economic changes on real estate investment decisions.27:00 - Wildhorn Capital's criteria for selecting investment opportunities.30:45 - Reflecting on past investment experiences and their influence.34:00 - How investor attitudes and experiences have evolved over time.38:15 - The stability of residential housing investments under different economic conditions.42:30 - Insights into investing in different real estate classes.45:45 - Strategies and outlook for investing in class A versus lower-class properties.46:45 - Final thoughts from Andrew and how to connect with Wildhorn Capital.
Capitalize on Crashes: The High-Net-Worth Guide to Buying Low and Selling High
Nov 7 2023
Capitalize on Crashes: The High-Net-Worth Guide to Buying Low and Selling High
“Buying low is never comfortable, it’s never pleasant, but this is what it feels like”Let's get real—you didn't accumulate significant wealth by playing it safe or being content with the status quo. In this episode of the Grow Your Cashflow Podcast, I interviewed Craig Berger, CEO of Avid Realty Partners, the driving force behind Avid Realty Partners, a firm with an impressive $400 million under management and a staggering 37% Internal Rate of Return (IRR) to understand how he has been able to build such an incredible track record, so that we can do the same. In this episode you’ll learn:How to get over the mental hurdle of buying when the market is downLearn the playbook Craig's team uses to find opportunities that aren't publicly listed.The 2 unconventual ways to understand the risks & financial stability of a city you’re investing inAnd so much more!🔗 Action Steps:Deep Dive into the Episode: For a detailed understanding, listen to the full episode here: https://youtu.be/uUmaUbFBPsAExplore Investment Opportunities: To explore the unique investment opportunities join our email: https://hubs.ly/Q023z8mg0#podcast #money #investing #economy #privateinvestment #funds #syndications #investments #alternativeinvestments ‍‍‍‍// About The Show:========================Welcome to Grow Your Cashflow Podcast where we help accredited investors learn how to earn consistent monthly passive income from private placements.If you're uncertain about where to invest for dependable returns, have limited access to exclusive opportunities like private placements, or are looking for expert insights and guidance on generating consistent income across various asset classes, then this show is tailored just for you.By listening to this show, you'll achieve your passive income goals faster by learning:🚀 Proven strategies to secure monthly passive income.💡 Expert insights from successful fund managers and investors.🌐 How to access exclusive opportunities in private placements.📈 Techniques to diversify across multiple asset classes for a robust portfolio.💰 The well-guarded secrets of wealth accumulation used by the world's elite.Try listening to our most popular episodes on your favorite podcasting platform or on youtube. We look forward to you joining our community of investors. You’ll be one step closer to growing your cashflow!// About The Guests:========================Craig Berger is the Founder & CEO at Avid Realty Partners, an investment firm headquartered in New York, New York. They specialize in multifamily apartments, industrial, and net lease assets across the United States. Their strategy revolves around investing in value-add, core, and core+ multifamily assets, primarily in the sunbelt area of the U.S., but they are open to deals across most of the country. Founded in 2015, Avid Realty Partners has raised over $175 million and manages assets totaling $400 million. Although they haven't launched distinct funds, they have successfully completed at least one full syndication cycle and have made distributions to investors. If you're interested in participating in their investment opportunities, the minimum check size is $250,000 for new investors.Pascal Wagner is the founder of Grow Your Cashflow which was formed to help accredited investors learn how to earn consistent passive income from private placements. Previously, he was a Fund & Portfolio Manager at Techstars, making over 300 follow-on investments for the Techstars Ventures ‘17 and ‘21 Funds, he founded Walkthrough, which was acquired by PlanOmatic in 2019, he founded Online Ad Labs which was acquired by PosterBrain in 2016, and he has owned a growing portfolio of real estate properties across the United States since 2013.// Links Related To This Episode:========================- Learn how to earn monthly passive income from private placements at: https://hubs.ly/Q023z93L0- Get passive income opportunities delivered to your inbox every week by joining our subscriber list at: https://hubs.ly/Q023z8mg0 - Follow Pascal Wagner on your favorite social media channel: https://www.investwithpascal.com- Watch the show on YouTube: https://youtu.be/uUmaUbFBPsA- Subscribe to the Grow Your Cashflow Podcast on your favorite platform: https://growyourcashflow.transistor.fm/- Reach out to Craig Berger on Linkedin: https://www.linkedin.com/in/craig-berger1- Learn more about Avid Realty Partners: https://avidrealtypartners.com/// Key Time Stamps & Topics========================00:00 - Introduction to the Podcast01:20 - Introducing Craig Berger, founder and CEO of Avid Realty Partners02:54 - Economic Indicators and Their Impact. Craig discusses how current economic indicators like federal reserve interest rates are affecting traditional investments and private placements.03:25 - Craig Berger: Investment Timing and Cycle. Craig emphasizes the cyclical nature of investments and states that it's a good time to invest in multifamily properties due to lowered prices.05:56 - Craig shares insights from his 12-year experience on Wall Street about how everything is cyclical and how to assess the right time to invest.07:10 - Craig provides criteria for what makes a great real estate deal and touches on the impact of interest rates on investment decisions.07:41 - Craig on Future Interest Rates08:16 - Investors are now looking past the current rate hike cycle.09:18 - Craig talks about the challenges and skills required in operating multifamily real estate.10:07 - Continual learning and adaptation are crucial in this space.10:28 - Craig discusses the importance of tracking data like inflation, CPI, PPI, and federal debt.11:26 - Opines that inflation issues are mostly resolved.12:16 - Craig highlights the ballooning U.S. debt to GDP ratio as an indicator of future interest rate trends.12:39 - Craig advocates for investing in hard assets as an inflation hedge.13:07 - Craig's experience as a sell-side equities analyst and its impact on his investment strategies 15:00 - Craig discusses the federal balance sheet and its implications on investing in hard assets16:00 - Craig’s investment thesis and how it affects his investment decisions18:30 - Craig acknowledges the mistakes he has made and emphasizes the importance of humility and learning19:30 - Craig's rationale for specializing in multifamily real estate and his choice of markets20:30 - Compares investing in growth markets versus more stagnant ones, explaining the criteria for choosing either. Discusses the importance of selecting markets based on population growth, rent growth, and potential for a good exit cap rate. Highlights rules of thumb for quickly sifting through opportunit...
How I earn 12%-15% annually, distributed monthly with private cannabis mortgage REITs
Oct 26 2023
How I earn 12%-15% annually, distributed monthly with private cannabis mortgage REITs
I currently earn $2,700+/mo on $300,000 (which is an ~11% annual return), distributed monthly, by investing in a private fund that provides mortgages to cannabis grow facilities. Talking about money, especially when intertwined with taboo topics such as Cannabis, are usually not spoken about openly. But if you’re an investor looking to grow your net worth and cashflow, I think it’s important to understand all the investment options you have on the table. In this episode of the Grow Your Cashflow Podcast, I interviewed Rob Sechrist, President of Pelorus Equity Group, the private cannabis mortgage REIT I’ve personally invested $300,000 into, to share… The mechanics of generating steady monthly income by investing in cannabis, just like I amThe 3 things investors believe are risks, but actually are non-issuesWhy cannabis investments are a safe haven from interest rate volatility in today’s financial climateAnd so much more!🔗 Action Steps:Deep Dive into the Episode: For a detailed understanding, listen to the full episode here: https://youtu.be/F9Dul55dHz4Explore Investment Opportunities: To explore the unique investment opportunities join our email list at: https://hubs.ly/Q023z8mg0#lp #gp #shorts #investments #passiveincome #wealthbuilding #financialfreedom #personalfinance #growyourcashflow #privateplacements// About The Show:========================Welcome to Grow Your Cashflow Podcast where we help accredited investors learn how to earn consistent monthly passive income from private placements.If you're uncertain about where to invest for dependable returns, have limited access to exclusive opportunities like private placements, or are looking for expert insights and guidance on generating consistent income across various asset classes, then this show is tailored just for you.By listening to this show, you'll achieve your passive income goals faster by learning:🚀 Proven strategies to secure monthly passive income.💡 Expert insights from successful fund managers and investors.🌐 How to access exclusive opportunities in private placements.📈 Techniques to diversify across multiple asset classes for a robust portfolio.💰 The well-guarded secrets of wealth accumulation used by the world's elite.Try listening to our most popular episodes on your favorite podcasting platform or on youtube. We look forward to you joining our community of investors. You’ll be one step closer to growing your cashflow!// About The Guests:========================Rob Sechrist heads Pelorus Capital Group, a Newport Beach-based private equity firm revolutionizing the cannabis sector with specialized commercial real estate loans. Their mREIT, the Pelorus Fund, offers groundbreaking financing options and has raised over $540 million since 2010. The team has a track record of completing 73 deals that cover over 4.5 million square feet nationwide and have played a part in $5 billion worth of real estate investments.Pascal Wagner is the founder of Grow Your Cashflow which was formed to help accredited investors learn how to earn consistent passive income from private placements. Previously, he was a Fund & Portfolio Manager at Techstars, making over 300 follow-on investments for the Techstars Ventures ‘17 and ‘21 Funds, he founded Walkthrough, which was acquired by PlanOmatic in 2019, he founded Online Ad Labs which was acquired by PosterBrain in 2016, and he has owned a growing portfolio of real estate properties across the United States since 2013.// Links Related To This Episode:========================- Learn how to earn monthly passive income from private placements at: https://hubs.ly/Q023z93L0- Get passive income opportunities delivered to your inbox every week by joining our subscriber list at: https://hubs.ly/Q023z8mg0- Follow Pascal Wagner on your favorite social media channel: https://www.investwithpascal.com- Watch the show on YouTube: https://youtu.be/F9Dul55dHz4- Subscribe to the Grow Your Cashflow Podcast on your favorite platform: https://growyourcashflow.transistor.fm/- Reach out to Rob Sechrist on Linkedin: https://www.linkedin.com/in/rob-sechrist-7597686/- Learn more about Pelorus Equity Group: https://pelorusequitygroup.com/// Key Time Stamps & Topics========================00:00 - Introduction to the Grow Your Cashflow Podcast02:13 - Pascal Wagner: The misunderstandings surrounding investments in the cannabis industry03:15 - Detailed explanation of the asset classes and why cannabis real estate offers diversification.04:00 - Emphasis on the non-guaranteed returns in equity investments versus the more stable debt investments.05:00 - Discusses the resilience of cannabis investments, even in economic downturns, and how cannabis tenants generate 10-15 times more revenue per square foot.06:00 - The process of loan origination07:30 - Outlines the structure of bridge lending in their fund, emphasizing the secured position they maintain throughout the investment process.07:36 - Discusses the structure of their bridge lending program, detailing how they offer loans with real estate as collateral.08:30 - Explains how additional security is obtained through collateral from cannabis operators.10:00 - Addresses cannabis legality at the federal level, anticipating changes.11:00 - State-specific licenses and Federal DEA licenses for cannabis, and the implications of both.12:15 - Discusses the cannabis industry's current size, revenue and future potential.13:45 - Discusses perceived risks by investors and their strategy for competing against traditional banks15:13-Risk Profile in Cannabis Investments16:15 - Tools to Compete against Banks17:45 - Default Rate Vs. Loss Rate in the Cannabis Industry18:30 - Cannabis Market Stabilization19:15 - Polar Data Project for Market Capacity Analysis21:15 - Utilizing Mean Average Data for Loans23:13 - Discussing cannabis usage statistics and cultivation capacity23:56 - Factors considered before granting loans for cannabis cultivation24:44 - Explains how the team uses data and maps to make lending decisions25:11 - Talks about cannabis laws and the different paths states have taken26:01 - Shares his previous lending experience and the shift into cannabis26:56 - The challenges faced in raising capital for the fund28:12 - Explains the operational complexities of distributing returns29:14 - Talks about the effect of COVID-19 on the fund’s growth and investor diversification30:07 - Discusses changes made to cater to retail investors31:15 - Rob discusses competition and net equity value.32:09 - Risk and return scenarios of a specific investment example.32:38 - Future shifts in the cannabis market.33:22 - Department of Justice’s role in cannabis sector regulations.34:43 - Expected changes in the federal tax return for cannabis businesses.35:21 - Anticipated regulatory clarity in the cannabis sector.35:43 - Influence of safe banking and legislative chokepoints.37:01 - Rob on investment safety and risk mitigation strategies.37:52 - Rob emphasizes the competitive advantage of their approach37:5...
Passive Income | 4  Funds To Look At As You Prep For Retirement From DLP Capital
Oct 10 2023
Passive Income | 4 Funds To Look At As You Prep For Retirement From DLP Capital
Are you an investor scratching your head over which deal to pick to earn more monthly passive, burdened by analysis paralysis or untimely jumps on investment opportunities?You're not alone. Even the savviest investors can struggle with choosing the right fund for their portfolio. The key to breaking free from this cycle is understanding what a high-quality, recession-safe fund looks like.That's precisely why I invited Bo Parfet, the Managing Principal and Head of Growth at DLP Capital, to the latest episode of the Grow Your Cashflow Podcast. We deep-dived into the world of workforce housing and how DLP Capital excels in generating monthly passive income in this recession-resistant sector.🎯 In This Episode, You Will Learn:The Power of Workforce Housing: Why this is an under-the-radar but potent area of investment that combines both social impact and robust ROI.Monthly Passive Income: How DLP Capital structures its deals to provide consistent cash flow every month. This is a game-changer for anyone eyeing a worry-free retirement.Key Due Diligence Factors: Bo outlines their rigorous screening criteria, which includes partnering with a Top 10 auditor and a strong track record, offering a layer of safety to your investment.Exemplary Investor Relations: An inside look at DLP Capital's commitment to high-quality investor communication and comprehensive fund documentation.Managing Risks: The protective power of diversification, especially in uncertain economic times.🔗 Action Steps:Deep Dive into the Episode: For a detailed understanding, listen to the full episode here: https://youtu.be/nR0XIds3DtcExplore Investment Opportunities: To explore the unique investment opportunities join our email list at: https://hubs.ly/Q023z8mg0#lp #gp #shorts #investments #passiveincome #wealthbuilding #financialfreedom #personalfinancce #growyourcashflow #privateplacements// About The Show:========================Welcome to Grow Your Cashflow Podcast where we help accredited investors learn how to earn consistent monthly passive income from private placements.If you're uncertain about where to invest for dependable returns, have limited access to exclusive opportunities like private placements, or are looking for expert insights and guidance on generating consistent income across various asset classes, then this show is tailored just for you.By listening to this show, you'll achieve your passive income goals faster by learning:🚀 Proven strategies to secure monthly passive income.💡 Expert insights from successful fund managers and investors.🌐 How to access exclusive opportunities in private placements.📈 Techniques to diversify across multiple asset classes for a robust portfolio.💰 The well-guarded secrets of wealth accumulation used by the world's elite.Try listening to our most popular episodes on your favorite podcasting platform or on youtube. We look forward to you joining our community of investors. You’ll be one step closer to growing your cashflow!// About The Guests:========================Bo Parfet serves as the Managing Principal at DLP Capital, a St. Augustine, FL-based wealth management firm focusing on Real Estate Private Debt and Real Estate Private Equity. The firm aims to mitigate the Workforce Housing Crisis in the U.S., concentrating its rental units primarily in the Sunbelt region. With a robust track record of managing over $5 billion across 10 different funds, DLP Capital requires a minimum investment of $200,000 and has successfully taken at least one syndication/fund full circle. Pascal Wagner is the founder of Grow Your Cashflow which was formed to help accredited investors learn how to earn consistent passive income from private placements. Previously, he was a Fund & Portfolio Manager at Techstars, making over 300 follow-on investments for the Techstars Ventures ‘17 and ‘21 Funds, he founded Walkthrough, which was acquired by PlanOmatic in 2019, he founded Online Ad Labs which was acquired by PosterBrain in 2016, and he has owned a growing portfolio of real estate properties across the United States since 2013.// Links Related To This Episode:========================- Learn how to earn monthly passive income from private placements at: https://hubs.ly/Q023z93L0- Get passive income opportunities delivered to your inbox every week by joining our subscriber list at: https://hubs.ly/Q023z8mg0- Follow Pascal Wagner on your favorite social media channel: https://www.investwithpascal.com- Watch the show on YouTube: https://youtu.be/nR0XIds3Dtc- Subscribe to the Grow Your Cashflow Podcast on your favorite platform: https://growyourcashflow.transistor.fm/- Reach out to Bo Parfet on Linkedin: https://www.linkedin.com/in/boparfet/- Learn more about DLP Capital: http://www.dlpcapital.com/ // Key Time Stamps & Topics========================Timestamps: 00:00 - Introduction of the Podcast.01:27 - About Bo Parfet and gives an overview of DLP Capital and Bo's background.02:32 - Bo shares his personal career journey, from undergraduate to JP Morgan and finally to DLP Capital.06:22 - Bo discusses the effort required to maintain and manage wealth based on his personal experience.07:01 - Pascal asks Bo about his previous student housing portfolio and its current status.08:35 - Family office background and investment diversity08:57 - Types of assets: Private equity, venture capital, crypto, debt, bonds11:00 - Key screening criteria: Top 10 auditor, billion-dollar AUM, strong track record11:45 - Importance of top 10 auditor12:15 - Preferred size of AUM and track record12:45 - Desire for high-quality investor communication and fund documentation13:00 - DLP's strength in these areas13:30 - DLP as an impact company focused on solving the workforce housing crisis14:00 - DLP's unique position in the current market15:52 - Shift from making a living to making a life through passive income and real estate investment.16:15 - Importance of cash flow as a low-risk indicator.16:45 - Money management as the modern-day survival skill.18:00 - Top 10 auditors not being a bulletproof measure for safe investment.18:45 - Role of diversification as the greatest defense in investment.20:00 - Contributions of investors in DLP toward societal good.20:45 - Case of an investor using distributions to finance grandchildren's education.21:15 - Investors using income for charitable contributions.23:00 - Overview of the Senior Secured Lending Fund.26:55 - The subject of real estate investment lending.27:00 - Bo describes the unique advantage of DLP as both a lender and real estate developer.28:15 - Bo outlines loan-to-value and loan-to-cost ratios.28:45 - Types of projects DLP is involved in: ...
Evaluating Passive Income Investments: A Guide To Financial Freedom with Dave Zook
Oct 4 2023
Evaluating Passive Income Investments: A Guide To Financial Freedom with Dave Zook
Do you think analyzing deals is difficult and confusing? Do you struggle with determining what a “good” deal even is? One of the first steps I take when evaluating a deal is understanding the incentives of who is behind it and what is in it for them.In our latest episode of the Grow Your Cashflow Podcast, I interviewed Dave Zook, Founder & CEO at The Real Asset Investors who has raised over $800M for his projects to ask:What is a syndicator and why you need one as part of your investing rosterHow to use syndicators to achieve financial freedom at least 2x faster than on your ownHow syndicators pick the funds that they present to investors🔗 Listen to the episode here: https://youtu.be/uhmHhyMtA_0#Investing #FinancialFreedom #RealEstate #Syndications #PassiveIncome #WealthBuilding #AlternativeInvestments"// About The Guests:========================Dave Zook, founder of The Real Asset Investor, transitioned from successful entrepreneurship to mastering tax strategy and investments. With over $800 million placed across diverse asset classes, including cryptocurrency, Dave is a financial expert. His proactive, strategic approach and valuable insights make him a sought-after speaker. Join us on the show to learn from Dave's journey, exploring tax strategies, investments, and the road to financial success.Pascal Wagner is the founder of Grow Your Cashflow which was formed to help accredited investors learn how to earn consistent passive income from private placements. Previously, he was a Fund & Portfolio Manager at Techstars, making over 300 follow-on investments for the Techstars Ventures ‘17 and ‘21 Funds, he founded Walkthrough, which was acquired by PlanOmatic in 2019, he founded Online Ad Labs which was acquired by PosterBrain in 2016, and he has owned a growing portfolio of real estate properties across the United States since 2013.// About The Show:========================Welcome to Grow Your Cashflow Podcast where we help accredited investors learn how to earn consistent monthly passive income from private placements.If you're uncertain about where to invest for dependable returns, have limited access to exclusive opportunities like private placements, or are looking for expert insights and guidance on generating consistent income across various asset classes, then this show is tailored just for you.By listening to this show, you'll achieve your passive income goals faster by learning:🚀 Proven strategies to secure monthly passive income.💡 Expert insights from successful fund managers and investors.🌐 How to access exclusive opportunities in private placements.📈 Techniques to diversify across multiple asset classes for a robust portfolio.💰 The well-guarded secrets of wealth accumulation used by the world's elite.Try listening to our most popular episodes on your favorite podcasting platform or on youtube. We look forward to you joining our community of investors. You’ll be one step closer to growing your cashflow!// Links Related To This Episode:========================- Learn how to earn monthly passive income from private placements at: https://hubs.ly/Q023z8mg0- Get passive income opportunities delivered to your inbox every week by joining our subscriber list at: https://hubs.ly/Q023z93L0- Follow Pascal Wagner on your favorite social media channel: https://www.investwithpascal.com- Watch the show on YouTube: https://www.youtube.com/channel/UCRidNcuN5ZH71Ztm5r514nQ- Subscribe to the Grow Your Cashflow Podcast on your favorite platform: https://growyourcashflow.transistor.fm/- Reach out to Dave Zook on Linkedin: https://www.linkedin.com/in/dave-zook-63765a15//Timestamps and Highlights:00:00 - Intro01:14 - The podcast's aim to help accredited investors grow their cashflow.01:32 - Introduction of Dave Zook01:58 - Overview of Dave Zook's strategy and focus in real estate investments.02:25 - Dave Zook's involvement in multifamily and community development in real estate.03:45 - Pascal's personal experience and connection with Dave Zook.05:05 -  Dave's background and journey into real estate.05:06 - Dave gives a brief overview of his early experiences and family background.06:00 - Dave talks about his shift from avoiding real estate to embracing it for tax efficiency.06:30 Dave explains his shift towards investing in multifamily apartments and tax efficiency.07:32 - Dave describes the focus of his fund management company and the variety of asset classes.10:08 - Pascal asks about the problems investors face before approaching Dave.11:30 - Dave emphasizes understanding each investor's unique situation and needs.12:00 - Dave shares an example of using depreciation to counter tax liabilities.12:16 - Pascal asks about the problems people face before working with Dave Zook.12:30 - Dave talks about the conventional routes people try before seeking alternatives.13:00 - Investors looking to diversify from traditional assets and business owners seeking passive income.13:45 - Dave discusses business owners transitioning from active to passive income.14:15 - Pascal discusses the limitations of stock market investing for passive income.15:07 - Dave shares a quote emphasizing unconventional approaches to success and wealth.16:31 - Pascal transitions the conversation to the benefits of working with syndicators17:45 - Dave emphasizes the importance of the deal structure for investors.20:06 - Dave discusses concerns about fund managers using fees to sustain operations.21:18 - Pascal highlights the benefit of gaining access to deals that require high minimum investments.22:15 - Pascal discusses the benefits of accessing institutional-style deals and the importance of track record in syndicated investments.23:08 - Dave emphasizes the advantage of teaming up with institutional operators for better deals and more scalability.24:39 - Dave talks about structuring deals to ensure that the sponsor makes money after the investors make money, promoting a win-win approach.26:04 - Dave stresses the importance of investing in oneself and shares various ways to gather information and educate oneself in real estate investing.29:30 - Dave emphasizes the importance of trustworthiness and reputation when considering syndicators30:45 - The value of learning from others' experiences and opinions within investment communities31:15...
How To Draft An Investment Thesis  | Devin Elder's Advice for LP Investors
Sep 27 2023
How To Draft An Investment Thesis | Devin Elder's Advice for LP Investors
Do you see a lot of deals, but you’re not sure which one is right for you? You either jump on deals too early or you have the case of analysis paralysis. I used to have this myself. I felt overwhelmed with what to invest in, I didn’t know what questions to ask each fund manager, and I didn’t feel like I had control over my financial future.That all changed when I created a personal investment thesis. In this episode of the Grow Your Cashflow Podcast, I interviewed Devin Elder @ DJE Texas Management Group to talk about the the art of crafting a personal investment thesis that you’ll actually use. In this episode we cover:How to craft & create an investment thesis for financial freedomHow to play the games that wealthy people playWhat 3 things to expect out of your fund manager when you investAnd so much more…// About The Guests:========================Devin Elder is the Founder & CEO of DJE Texas Management Group, a vertically integrated multifamily investment firm based in San Antonio, Texas. Since 2012, the firm has completed hundreds of successful investment projects including many full cycle multifamily investments. Devin is a Principal in over 2,000 doors of multifamily. Devin is a Pilot, Podcast host and owner of a Real Estate consulting firm, a brokerage, and the DJE Foundation, a 501(c)(3) non-profit supporting disadvantaged children in Texas and the Philippines.Pascal Wagner is the founder of Grow Your Cashflow which was formed to help accredited investors learn how to earn consistent passive income from private placements. Previously, he was a Fund & Portfolio Manager at Techstars, making over 300 follow-on investments for the Techstars Ventures ‘17 and ‘21 Funds, he founded Walkthrough, which was acquired by PlanOmatic in 2019, he founded Online Ad Labs which was acquired by PosterBrain in 2016, and he has owned a growing portfolio of real estate properties across the United States since 2013.// About The Show:========================Welcome to Grow Your Cashflow Podcast where we help accredited investors learn how to earn consistent monthly passive income from private placements. If you're uncertain about where to invest for dependable returns, have limited access to exclusive opportunities like private placements, or are looking for expert insights and guidance on generating consistent income across various asset classes, then this show is tailored just for you.By listening to this show, you'll achieve your passive income goals faster by learning:🚀 Proven strategies to secure monthly passive income. 💡 Expert insights from successful fund managers and investors. 🌐 How to access exclusive opportunities in private placements. 📈 Techniques to diversify across multiple asset classes for a robust portfolio. 💰 The well-guarded secrets of wealth accumulation used by the world's elite.Try listening to our most popular episodes on your favorite podcasting platform or on youtube. We look forward to you joining our community of investors. You’ll be one step closer to growing your cashflow!// Links Related To This Episode:========================- Learn how to earn monthly passive income from private placements at: https://hubs.ly/Q023z8mg0- Get passive income opportunities delivered to your inbox every week by joining our subscriber list at: https://hubs.ly/Q023z93L0- Follow Pascal Wagner on your favorite social media channel: http://investwithpascal.com- Watch the show on YouTube: https://youtu.be/e_k6UKtAxeM- Subscribe to the Grow Your Cashflow Podcast on your favorite platform: https://growyourcashflow.transistor.fm/- Reach out to Devin Elder on Linkedin: https://linkedin.com/in/devinelder- Learn more about DJE Texas Management Group: https://djetexas.com/// Key Time Stamps & Topics========================00:00 - Intro01:41- Devin Elder's Background and role03:00 - Key Topics for this episode03:56 - Devin's transition from corporate to entrepreneurial life.04:46  - Advantages of being an entrepreneur, including tax benefits and leverage 05:27 - Devin's journey from corporate to real estate investing, starting with single-family homes.07:00 - Explanation of the BRRRR (Buy, Renovate, Rent, Refinance, Repeat) method for real estate investment.08:00 - Transition from single-family homes to multifamily real estate investing.09:00 - Introduction of investors and equity sharing in multifamily investments.10:00 - Overview of Devin's current real estate projects and commitment to ensuring that everyone involved wins10:55 - Core values centered around ensuring everyone involved wins 11:15 - The satisfaction of being an entrepreneur13:11 -  Devin distinguishes between his personal investment strategy and managing investor capital.  The importance of track record in investor capital.14:18 - Devin describes his aggressive investment approach, pushing funds back into deals, discusses his early strategy in single-family and later shift to multifamily16:53 - Devin Elder explains how multifamily valuation is based on net operating income and cap rates19:03 - The need for diversification to avoid dependency on multifamily deals23:09 - The benefits of diversifying into land investments, offering short-term debt options to investors, the benefits of diversifying into land investments, offering short-term debt options to investors.24:25 - The rationale for being in multiple asset classes and the value it brings to investors26:00 - The need for LP investors to consider their investment thesis and focusing on defining investment outcomes and suggests starting with education.27:30 - Devin's advice for LP investors to take their time, seek education, and consider joining investment discussion groups28:35 - When did Devin developed his investment thesis and the importance of educating oneself before diving into investments.29:30 - Devin encourages investors to talk to others and form discussion groups for sharing ideas.30:00 -  Devin recommends not rushing into investments and taking time to understand terms and structures.30:32 - Devin suggests looking at online platforms like Crowdstreet for educational resources.31:04 - Devin underscores the significance of repeatable, proven business models in investments.31:15 - Devin distinguishes between a risk-adjusted return and a high-risk, high-reward approach.32:00 - Devin advises potential investors not to hurry and assures them that opportunities will always be available.32:15 - Devin recalls his experience with venture capital investments and the associated high-risk profile.33:27 -  The importance of thinking critically when evaluating investments.34:45 - The erosion of currency and the need to understand and play financial ...
Passive Income Investments: 5 Financial Advisor Insights On Picking The Best Fund
Sep 19 2023
Passive Income Investments: 5 Financial Advisor Insights On Picking The Best Fund
Are you aware of the types of risk involved in fund management?In this podcast episode of The Legacy Wealth Podcast, I interviewed w/ Brannon Fisher, Client Advisor @ Simon Quick Advisors, LLC. He is responsible for new business development and works closely with Simon Quick Advisors' New Jersey-based Client Advisory team to provide services to our valued clients. In this episode we cover:Diversifiers vs Return Generators - How to think about each passive investment3 traits financial advisors look for when evaluating a fund manager in personThe pros & cons of Institutional vs Indie FundsAnd so much more…// About The Guests:========================Brannon joined Simon Quick, a financial advisory firm, in 2019 and established the firm’s office in Denver. He focuses on business development and advising clients. Prior to joining Simon Quick, he was director of client relations and a registered investment advisor representative for another Denver-based asset management firm.  Among many accolades, Brannon is a Certified Financial Planner. He holds degrees from Colgate University, CU-Boulder, and Dominican University of California. He is President of the Rocky Mountain Estate Planning Council; he serves on the Finance Committee for the Ball Brothers Foundation;, and much more.Pascal Wagner is the founder of Grow Your Cashflow which was formed to help accredited investors learn how to earn consistent passive income from private investments. Previously, he was the Fund & Portfolio Manager at Techstars, making over 300 follow-on investment decisions primarily for the Techstars Ventures ‘17 and ‘21 Funds, he founded Walkthrough, which was acquired by PlanOmatic in 2019, he founded Online Ad Labs which was acquired by PosterBrain in 2016, and he has owned a growing portfolio of real estate properties across the United States since 2013.// About The Show:========================Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the world utilize to grow their net worth. We do this by providing insight & access to successful fund managers & investors across multiple asset classes.// Links Related To This Episode:========================- Learn how to earn passive income from private investments: www.growyourcashflow.io- Get access to our deal database of all 506(c) cashflow opportunities we come across at: www.growyourcashflow.io/investor-club- Follow Pascal Wagner on Social: www.investwithpascal.com- Follow The Legacy Wealth Podcast on your favorite platform: https://legacywealthpodcast.transistor.fm/- Watch the show on YouTube: - Reach out to Brannon Fisher on Linkedin: https://www.linkedin.com/in/brannon-fisher-cfp%C2%AE-b45a2b2/- Learn more about Simon Quick Advisors, LLC: https://simonquickadvisors.com/// Key Time Stamps & Topics========================00:00 - Intro01:11 - Brannon's Background and role at Simon Quick Advisors, LLC03:10 - Brannon mentions the types of clients who seek their services04:15 - How Simon Quick makes money05:00 - The problems clients aim to solve when approaching them05:30 - Brannon discusses clients with generational wealth.06:00 - Why someone would choose financial advising over fund management07:00 - The role of financial planning in their advisory services08:15 - The importance of financial planning for strategic investments09:00 - The typically dry but essential aspects of financial planning10:15 - The role of financial advisors in tax efficiency and estate planning12:27 - The idea of helping clients align with their original investment goals13:45 - Helping clients develop investment theses and discusses their internal research capability16:30 - The importance of a wealth management team for high-net-worth individuals17:45 - The personalized and non-commoditized nature of multifamily office services19:15 - The threshold need to find their own advisors19:45 - Advisors for the mass affluent sector can refer clients to trusted complementary advisors20:30 - Brannon recommends having a team of advisors who collaborate and align on the client's goals22:39 - Pascal asks about the criteria for fund selection23:02 - The due diligence process and criteria, including management team evaluation23:30 - The goal of analyzing various types of risk in fund managers24:45 - The importance of trust in the fund manager's ability to preserve wealth26:07 - Risk tolerance and client preferences27:30 - The maturation cycle of funds and the types of investors at different stages28:00 - The shift from friends and family investors to high-net-worth individuals29:00 - The preference for more institutional managers29:35 - Brannon explains his presence at the DLP event and his interest in DLP as a potential investment30:30 - Brannon discusses what he observes in terms of manager partnerships during events31:30 - The maturation cycle and the type of trust required when LPs are friends and family32:45 - Brannon expresses a preference for more institutional managers but notes that small funds can also be attractive33:15 - The importance of finding a sweet spot in terms of fund size33:35 - Pascal asks about Brannon's career and the number of approved funds33:51 - The concept of wallet share and clients' varying levels of investment34:07 - Scenarios where clients provide different portions of their wealth for management34:45 - Brannon emphasizes that clients often invest outside of Simon Quick35:31 - The use of asset allocation targets and ranges36:00 - Brannon discusses the approach to macroeconomic and market conditions37:45 - The selection of managers who create mutual funds39:08 - The spectrum of client involvement in decision-making40:23 - The potential variation in mindset for clients with substantial wealth41:27 - Conversations with clients often cover topics beyond investments42:21 - The different approaches of clients based on their financial situations43:34 - Potential variations in client mindsets based on their wealth and goals45:30 - Brannon advises categorizing alternative investments as diversifiers and return generators.48:15 - Brannon recommends focusing on diversification for business owners with concentrated private equity exposure.51:30 - Brannon explains that some alternative investments can be easier to understand than public markets52:30 - The role of regulations in making alternative investments less accessible to the masses.53:45 - The emergence of evergreen fund structures and their impact on lowering minimum investments56:00 - Brannon discusses how firms can negotiate lower fees and minimums by aggregating client capital.57:19 - Outro
Brad Rymer's 3 Secrets To Earning Consistent Passive Income With Mobile Home Parks [Intro to Mobile Home Parks For Beginners In 2023]
Sep 13 2023
Brad Rymer's 3 Secrets To Earning Consistent Passive Income With Mobile Home Parks [Intro to Mobile Home Parks For Beginners In 2023]
New to the idea of investing in mobile home parks for monthly passive income? In this podcast episode of The Legacy Wealth Podcast, I interviewed Brad Rymer CFO @ Haven Capital Ventures. He has been in the mobile home park industry for decades and in this episode he helped us understand why there’s such a hot trend in buying mobile home parks over the last few years. We cover that In addition to the consistency and reliability of cash flows in mobile home communities, the financial advantages of mobile home communities, and understanding the differences between mobile home parks and traditional multifamily properties.// About The Guests:========================Brad Rymer is the Co-Manager, CIO, CFO at Haven Capital Ventures, a Manufactured Housing Community Investment Firm headquartered in Bonita Springs, FL. Their strategy is to purchase core Manufactured housing communities that they can move slightly upscale, with deficient market rents, upgrade the conditions, and benefit from appreciation and value-add strategies that only come via the focus they have gained over time. Their strategy is purchase cashflow producing mobile home park communities, from mom & pop operators across the United States focusing on improving cashflow & increasing value. Since founding in November 2022, Haven Capital Ventures, has raised more than $2,200,000 with their 2nd fund currently fundraising.Pascal Wagner is the founder of the Grow Your Cashflow Network which was formed to help accredited investors learn how to earn consistent passive income from private investments. Previously, he was the Fund & Portfolio Manager at Techstars, making over 300 follow-on investment decisions primarily for the Techstars Ventures ‘17 and ‘21 Funds, he founded Walkthrough, which was acquired by PlanOmatic in 2019, he founded Online Ad Labs which was acquired by PosterBrain in 2016, and he has owned a growing portfolio of real estate properties across the United States since 2013.// About The Show:========================Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the world utilize to grow their net worth. We do this by providing insight & access to successful fund managers & investors across multiple asset classes.// Links Related To This Episode:========================- Learn how to earn passive income from private investments: www.growyourcashflow.io- Get access to our deal database of all 506(c) cashflow opportunities we come across at: www.growyourcashflow.io/investor-club- Follow Pascal Wagner on Social: www.investwithpascal.com- Follow The Legacy Wealth Podcast on your favorite platform: https://legacywealthpodcast.transistor.fm/- Watch the show on YouTube: https://youtu.be/WKW6O7wASP8- Reach out to Kris Benson on Linkedin: https://www.linkedin.com/in/bradprymer/- Learn more about Haven Capital Ventures: www.havencapitalventures.com// Key Time Stamps & Topics========================00:00 - Intro:01:15 - Brad's Background02:00 - Exploring the acquisition criteria and strategy of Haven Capital Ventures02:45 - Describing the transition from trailer parks to mobile home communities03:15 - Identifying undervalued and mismanaged communities for investment03:45 - Strategies to boost and modernize mobile home communities04:15 - Spotting opportunities for improving expense ratios and taxation06:00 - Characteristics of mobile home communities in different regions07:15 - The separation of lot rent and home rent for tenants08:00 - The desire for tenants to own their homes10:00 - Simplifying the financial advantages of mobile home communities10:59 - The concept of mobile home communities as 2-dimensional apartment buildings12:30 - The idea of modernizing the RV market.13:00 - The challenges of placing small homes on mobile home lots15:00 - Brad talks about his extensive background in commercial real estate16:15 - The consistency and reliability of cash flows in mobile home communities17:30 - Brad discusses the recapitalization process and its purpose20:00 - Brad talks about reaching a point of exhaustion and the decision to start Cloverleaf.23:00 - Brad discusses the concept of a "buy box" for investments24:00 - Brad explains the previous acquisition criteria of buying properties at a 7 cap and increasing their net income by year two.25:45 - The importance of considering competition in the market26:12 - The specifics of Brad's approach27:00 - The first step is to assess what competitors are doing in the market27:45 - The importance of paving roads and providing amenities to improve the community28:30 - Brad highlights the significance of maintaining tenants and creating value for the community29:00 - Assessing what keeps the property's rents below competitors30:00 - The strategy of raising rents gradually and passing through utility charges30:47 - The goal is to bring in new tenants and increase occupancy31:05 - The opportunity for tenants to own brand new homes and buy their used homes31:30 - The potential to bring in new tenants and increase occupancy further32:45 - Brad shares how he got into the mobile home park asset class35:30 - The resilience and consistency of mobile home park investments38:45 - Brad warns against assuming that operating mobile home parks is the same as other multifamily properties39:30 - The importance of understanding the differences between mobile home parks and traditional multifamily properties.41:30 - The risk of underestimating the unique operational challenges of mobile home parks42:30 - The danger of significantly increasing rents without understanding the market44:12 - Brad discusses the risks associated with investing too quickly45:30 - The importance of having expertise when investing in different markets46:30 - The strategy of identifying mom-and-pop operators and acquiring additional communities around them.48:00 - Brad talks about the need to be proactive in identifying potential acquisitions48:52 - Outro
How To Identify Great Operators | Insights From $3.2B Under Fund Administration w/ Lance Pederson
Sep 5 2023
How To Identify Great Operators | Insights From $3.2B Under Fund Administration w/ Lance Pederson
If you’re looking to deploy money to generate cashflow and you’re not 100% sure who you want to trust your money with, I highly recommend listening to this episode.  In this episode of The Legacy Wealth Podcast (soon to be rebranded to the Grow Your Cashflow Podcast), I interviewed Lance Pederson who grew a fund administration company to over $3.2B in assets under administration that helped various fund operators run their fund properly. He has this unique point of view where he’s been able to see what great operators look like across the industry because he’s helped 100s of investment firms set up their funds.In this episode, he covers:His insight into what questions he asks to determine who to invest withChallenges faced by operators transitioning to the fund model.And investment terms to look for with an investment firm launching their first fund // About The Guests:========================Lance is the co-founder of Resonance Industrial Fund which was formed to invest in Class B industrial properties throughout the US Heartland.  Their objective is to provide high net worth individuals and small family offices with monthly double-digit cash flow, growth and the benefits of depreciation. He began investing in private investments in 2022 and had invested over $2M in over 8 deals as an LP.Pascal Wagner is the founder of the Grow Your Cashflow Network which was formed to help accredited investors learn how to earn consistent passive income from private investments. Previously, he was the Fund & Portfolio Manager at Techstars, making over 300 follow-on investment decisions primarily for the Techstars Ventures ‘17 and ‘21 Funds, he founded Walkthrough, which was acquired by PlanOmatic in 2019, he founded Online Ad Labs which was acquired by PosterBrain in 2016, and he has owned a growing portfolio of real estate properties across the United States since 2013.// About The Show:========================Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the world utilize to grow their net worth. We do this by providing insight & access to successful fund managers & investors across multiple asset classes.// Links Related To This Episode:========================- Learn how to earn passive income from private investments: www.growyourcashflow.io- Get access to our deal database of all 506(c) cashflow opportunities we come across at: https://growyourcashflow.io/investor-club- Follow Pascal Wagner on Social: www.investwithpascal.com- Follow The Legacy Wealth Podcast on your favorite platform: https://legacywealthpodcast.transistor.fm/- Watch the show on YouTube: https://youtu.be/MCuHzzFCYaE- Reach out to Lance Pederson on Linkedin: https://www.linkedin.com/in/lancepederson/- Learn more about Resonance Capital Group: https://www.linkedin.com/company/resonance-capital-group/// Key Time Stamps & Topics========================Time Stamps:00:00 - Intro00:58 - Background of Lance Pederson and his involvement in private investments.02:15 - Explanation of the Heartland term and its significance.02:30 - Importance of the Heartland's transportation and infrastructure.03:15 - Lance's background and expertise in advisory and alternative investments.03:27 - Consulting LPs and advising on capital structures in the alternative investment space.04:13 - Launching a fund administration firm to oversee investments05:00 - Importance of fair and equitable fund administration and oversight.06:00 - Learning complicated concepts quickly to provide effective advice.06:45 - Identifying trends in investment preferences, such as multifamily assets.07:15 - Identifying potential partners moving from single asset syndications to blind pool funds.07:45 - Emphasizing value-add multifamily deals for stability and operator impact.08:45 - Addressing volatility concerns by focusing on less risky market09:15 - Assessing fund dilution dynamics and protecting LP interests.12:15 - Waiting for fund operations to be up and running before investing.12:52 - Lance talks about the mechanism of multiple closes in fund structures.13:15 - The difference in asset dynamics between ATM funds and real estate funds.14:00 - Lance explains subsequent commitment charges and their purpose.15:00 - Fluctuating asset values as an anti-dilution mechanism.15:45 - Exploring dilution mechanisms tied to capital invested and share classes.16:15 - Lance emphasizes the importance of operators defending their fund terms.17:00 - Evaluating sponsors based on transparency and information sharing.18:00 - Lance emphasizes the ability to provide information that supports claims.19:00 - The importance of sponsors being transparent with their investors.20:00 - Evaluating sponsors' willingness to provide requested information.20:30 - Identifying sponsors who demonstrate understanding and transparency.21:30 - Operators' struggles with complexity and fund management responsibilities.22:15 - The market's upward trend can make anyone appear successful.23:51 - Challenges faced by operators transitioning to the fund model.25:15 - Balancing deep value-add deals with cash flow-oriented investments.26:30 - Selecting different types of properties to meet fund strategy.27:00 - Differentiating between evaluating one deal and managing a fund portfolio.28:00 - Transitioning from individual deals to fund management complexity.29:01 - Evaluating potential fund investments based on deal volume.30:00 - Consideration of the diversity and quantity of suitable deals.31:30 - Ensuring the operator's deal selection aligns with the fund's objectives.34:36 -  Asking about issues encountered in the fund administration world and the transition to the operator side of industrial real estate.35:00 - Lance's transition from being an advisor to an operator in industrial real estate.36:00 - Defining the ideal buy box for Heartland Industrial Partners38:00 - Explaining the attributes of class A industrial properties.39:00 - Discussing class B industrial properties in terms of age and technology.40:00 - Describing the attributes of class C industrial properties, including ceiling height and loading doors.42:00 - Discussion about amenities like cold storage and climate-controlled spaces.43:30 - Discussion on roofs in need of repair or in good condition.45:00 -  Importance of being close to interstate highways and target markets.46:00 - Broker relationships and their significance in the industry.46:30 - Lance discusses the quality of tenants and their impact on building value.47:00 - Forced appreciation strategy by signing leases before closing deals.47:45 - The process after receiving property details from the broker48:15 - The role of the broker in bringing deals to the table.49:30 - The power of broker relationships and their influence in the market.50:08 - Outro
Money In & Out In 6-12 Months Investing In Retail Centers & Modular Home Construction w/ David Lawver, CEO @ Turnkey Ventures
Aug 29 2023
Money In & Out In 6-12 Months Investing In Retail Centers & Modular Home Construction w/ David Lawver, CEO @ Turnkey Ventures
How do you know you’re not placing money with an investment firm that is doing deals primarily for the fees instead of focusing on the upside (where you benefit most!)?I interviewed David Lawver CEO @ Turnkey Ventures on The Legacy Wealth Podcast and we dove into all kinds of really interesting topics including:  David’s investment strategy of cycling his money every 6-12 months with Retail Centers & Modular Home ConstructionIs it better to place your capital with a larger institutional fund, or are you experienced enough to work with a smaller operatorAnd how to look at a deal’s fees & its investment splits to uncover the motives of the investment firm// About The Guests:========================David Lawver is a mortgage lending expert, real estate investor, and entrepreneur, who took his mortgage brokerage business from $200k to $12M/year in revenue.His years in the mortgage industry naturally lead him into real estate investing. He started with single-family homes, dabbled in short-term rentals and apartment buildings, and eventually got into retail centers, which became his most profitable real estate asset class. Since 2014, David has acquired over $75M of real estate projects.Pascal Wagner is the founder of the Grow Your Cashflow Network which was formed to help accredited investors learn how to earn consistent passive income from private investments. Previously, he was the Fund & Portfolio Manager at Techstars, making over 300 follow-on investment decisions primarily for the Techstars Ventures ‘17 and ‘21 Funds, he founded Walkthrough, which was acquired by PlanOmatic in 2019, he founded Online Ad Labs which was acquired by PosterBrain in 2016, and he has owned a growing portfolio of real estate properties across the United States since 2013.// About The Show:========================Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the world utilize to grow their net worth. We do this by providing insight & access to successful fund managers & investors across multiple asset classes.// Links Related To This Episode:========================- Learn how to earn passive income from private investments: www.growyourcashflow.io- Get access to our deal database of all 506(c) cashflow opportunities we come across at: www.getfundbase.com- Follow Pascal Wagner on Social: www.investwithpascal.com- Follow The Legacy Wealth Podcast on your favorite platform: https://legacywealthpodcast.transistor.fm/- Watch the show on YouTube: https://youtu.be/2g2Xhage1Nw- Reach out to David Lawver on Linkedin: https://www.linkedin.com/in/davidlawver/- Learn more about Turnkey Ventures: https://turnkeyventures.com/// Key Time Stamps & Topics========================00:00 - Intro01:02 - David Lawver's Background03:00 - Background in mortgage lending and his transition to real estate investing04:20 - David shares advantages of having an income source while investing and discusses his vantage point from the lending business in terms of recognizing valuable investment opportunities.06:10 - Managing flip deals felt like running a second business07:00 - David shares insights into the decision-making process for selecting asset classes based on the balance of work, risk, and return.08:00 - David dives into the structure of his investment deals, including retail centers and modular flips, highlighting fast money in and money out for retail centers, and a combination of equity growth and capital return for modular flips10:06 - The differences in holding periods and investor returns for retail centers and modular construction deals.11:03 - David discusses the concept of turning investments into funds and exploring the idea of an open fund.12:15 - The joy and camaraderie David experiences with investors and their contributions to deals.13:15 - David Lawver traces his transition from active management of Airbnb properties to more passive investment15:00 - The importance of thoroughly analyzing the return, work, and risk associated with deals17:00 - David elaborates on the value he brings to retail tenants by managing construction and real estate.19:00 - David shares his perspective on not rushing to do multiple deals and aiming for excellence in one21:00 - David Lawver expresses his preference for quality and thorough research in pursuing new business ventures.23:30 - The importance of anticipating interest rate changes and future market corrections in investment decisions.25:15 - David underscores the problem of fund managers prioritizing fees over investors' best interests and accountability.26:45 - David warns about risks associated with inexperienced operators and emphasizes the importance of a credible track record.29:00 - David emphasizes the three key factors: work required, risk involved, and potential return, in evaluating investment options.30:00 - David explains how operator fees can indicate their approach to deals and shares insights on fund structuring.31:45 - David elaborates on how different investors' needs and net worth affect their preferred investment strategies.32:48 - The correlation between preferred return (pref) and split percentages and their implications.33:15 - David acknowledges that operator integrity plays a role in determining fee structures and investor benefits.35:45 - David emphasizes the efficiency of factory-built construction.37:12 - David explains profit splits and returns on flips.41:16 - Outro
How to Generate Passive Income for Accredited Investors [Hans Box's Blueprint for LP Investing]
Aug 22 2023
How to Generate Passive Income for Accredited Investors [Hans Box's Blueprint for LP Investing]
Are you new to investing for passive income in private deals? Looking for a blueprint for success?In this podcast episode of The Legacy Wealth Podcast, I interviewed Hans Box @ Box Wilson Equity to help us understand the concept of creating equity through value-add strategies in real estate deals, the advantages of the current landscape for newcomers and the concept of debt funds and multi-family deals.// About The Guests:========================Hans is Co-Founder of Box Wilson Equity, a firm that focuses on cash flow and value-add investments and is a Senior Director at Old Capital Lending, a top provider of commercial capital solutions in the Texas market. His background is in the accounting, business strategy consulting and real estate industries. Hans has personally been directly involved in the acquisition, investment, and management of over $350MM in multifamily and self-storage assets, has asset managed ~3,700 multifamily units and has been the GP in ~4,300 multifamily units and ~2,000 units of self-storage. He specializes in structuring, creating, and managing partnerships to acquire multi-million dollar cash flowing assets.Pascal Wagner is the founder of the Grow Your Cashflow Network which was formed to help accredited investors learn how to earn consistent passive income from private investments. Previously, he was the Fund & Portfolio Manager at Techstars, making over 300 follow-on investment decisions primarily for the Techstars Ventures ‘17 and ‘21 Funds, he founded Walkthrough, which was acquired by PlanOmatic in 2019, he founded Online Ad Labs which was acquired by PosterBrain in 2016, and he has owned a growing portfolio of real estate properties across the United States since 2013.// About The Show:========================Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the world utilize to grow their net worth. We do this by providing insight & access to successful fund managers & investors across multiple asset classes.// Links Related To This Episode:========================- Learn how to earn passive income from private investments: www.growyourcashflow.io- Get access to our deal database of all 506(c) cashflow opportunities we come across at: https://growyourcashflow.io/investor-club- Follow Pascal Wagner on Social: www.investwithpascal.com- Follow The Legacy Wealth Podcast on your favorite platform: https://legacywealthpodcast.transistor.fm/- Watch the show on YouTube: https://youtu.be/UINZed2nmH8- Reach out to Hans Box on Linkedin: https://www.linkedin.com/in/hansbox/- Learn more about Box Wilson Equity: https://boxwilson.com/// Key Time Stamps & Topics========================00:00 - Intro01:32 - Hans' background as a partner at Box Wilson Equity03:05 - Hans' focus on creating passive income and fear of job loss06:08 - Hans' initial fear as a passive investor.06:30 - On learning financial statements and due diligence08:15 - Focus on being conservative and investing for singles and doubles.09:16 - The challenges with managing a deal12:00 - Hans discusses branching into self-storage and mobile home parks due to similarities with multifamily and less compressed cap rates14:01 - The importance of transparency among LPs16:30 - The concept of creating equity through value-add strategies in real estate deals18:00 - Why every real estate deal should have a value-add component to create a margin of safety19:40 - Raising Rents and Curb Appeal20:50 - Class A vs. Class C22:15 -  Risk and Cap Rate23:45 -  Value in Newer Assets26:16 - The advantages of the current landscape for newcomers, ,including more common investment opportunities and resources like crowdfunding platforms and podcasts.27:50 -  Hans highlights the value of transparent sponsors who answer questions and provide education for investors29:19 - Leveraging Modern Resources30:30 - Balancing Debt Fund Investments31:30 - Building Confidence with Cash Flow33:20 - Emphasizing the importance of starting with investments that provide immediate cash flow and results.35:09 - The concept of debt funds and multi-family deals, comparing payment schedules.35:30 - Hans emphasizes the significance of cash flow and recommends focusing on it until basic living expenses are covered.37:30 - the idea of prioritizing sponsors and deal quality while acknowledging that he's less concerned with tax benefits and more focused on risk-adjusted returns.38:55 - Hans concludes by reiterating his focus on selecting quality deals and sponsors while acknowledging the role of tax benefits as a secondary factor in his investment approach.40:00 - Hans explains his preference for singles and doubles investments, combining cash flow and equity growth.41:00 - Hans highlights the flexibility of multi-tenant assets, enabling both equity growth and cash flow.43:30 - Hans elaborates on his approach of investing in deals based on sponsor and deal quality, rather than adhering to strict allocation percentages.45:41 - Hans agrees with the importance of velocity of money but warns against letting tax considerations dominate investment choices.49:30 - Hans recalls some of his early investment experiences and lessons learned, including the importance of focusing on fundamentals.52:45 - Hans shares his shift from focusing heavily on cash flow to diversifying his investments, including riskier options.53:45 - Hans explains the benefits of deals that refinance within the first few years, enhancing equity and cash flow.55:21 - Outro
How to evaluate Self-Storage investments in 2023. Insights from Kris Benson @ Reliant Self Storage
Aug 15 2023
How to evaluate Self-Storage investments in 2023. Insights from Kris Benson @ Reliant Self Storage
Thinking about investing in self-storage funds? Listen to this first!In this podcast episode of The Legacy Wealth Podcast, I interviewed Kris Benson @ Reliant Self Storage to help us understand the significance of focusing on NOI growth as an indicator of an operator's performance, the importance of understanding fee structures and market norms, and the concept of controllable and uncontrollable dynamics in self storage. // About The Guests:========================Kris Benson is the Chief Investment Officer for Reliant Real Estate Management, the 17th largest self-storage operators in the U.S. in 2022. As CIO at Reliant, Kris is a member of the company’s investment committee that is responsible for overseeing the company’s new acquisitions. Kris also oversees the capital markets team and the investor relations team at Reliant.Pascal Wagner is the founder of the Grow Your Cashflow Network which was formed to help accredited investors learn how to earn consistent passive income from private investments. Previously, he was the Fund & Portfolio Manager at Techstars, making over 300 follow-on investment decisions primarily for the Techstars Ventures ‘17 and ‘21 Funds, he founded Walkthrough, which was acquired by PlanOmatic in 2019, he founded Online Ad Labs which was acquired by PosterBrain in 2016, and he has owned a growing portfolio of real estate properties across the United States since 2013.// About The Show:========================Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the world utilize to grow their net worth. We do this by providing insight & access to successful fund managers & investors across multiple asset classes.// Links Related To This Episode:========================- Learn how to earn passive income from private investments: www.growyourcashflow.io- Get access to our deal database of all 506(c) cashflow opportunities we come across at: www.getfundbase.com- Follow Pascal Wagner on Social: www.investwithpascal.com- Follow The Legacy Wealth Podcast on your favorite platform: https://legacywealthpodcast.transistor.fm/- Watch the show on YouTube: https://youtu.be/i4o-RbjOiKk- Reach out to Kris Benson on Linkedin: https://www.linkedin.com/in/kris-benson/- Learn more about Reliant Real Estate Management: https://www.reliant-mgmt.com/// Key Time Stamps & Topics========================00:00 - Intro01:41 - Kris Benson's Background03:00 - Self-storage's fit into different investment goals.05:31 - Cash flow and IRR implications.09:15 - The importance of understanding fee structures and market norms.11:45 - The historical performance of self storage at nearly 19% annually.13:00 - The concept of controllable and uncontrollable dynamics in self storage.14:15 - The significance of focusing on NOI growth as an indicator of an operator's performance16:15 - The relationship between market conditions and property values.17:15 - The concept of equity multiples and their practicality22:15 -  Kris explains that expansion and ancillary income are the two primary levers for improving growth in self-storage operations24:00 - Kris discusses the risk spectrum and how different sizes of operators offer varying levels of risk and reward for investors.26:00 - Pascal and Kris talk about the benefits of hub and spoke expansion and the challenges of managing properties in distant locations.28:30 - Kris concludes by emphasizing the importance of aligning investment decisions with personal goals and evaluating different factors30:15 - Kris emphasizes the importance of compensating investors for the level of risk they undertake in self-storage investments32:00 - Kris explains the importance of balancing risk, efficiency, and operational opportunities in self-storage investments34:54 - Outro
Investing in Section 8 Housing: A Stable Investment Option in Uncertain Times w/ Alicia Miller @ Whitestone & Co
Aug 8 2023
Investing in Section 8 Housing: A Stable Investment Option in Uncertain Times w/ Alicia Miller @ Whitestone & Co
Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the world utilize to grow their net worth. We do this by providing insight & access to successful fund managers & investors across multiple asset classes.We are your hosts, Pascal Wagner & Mike Klein, and today we are interviewing w/ Alicia Miller @ Whitestone & Co and we'll be diving into:- What are the benefits of investing in Section 8?- What makes Class C properties attractive?- And what risks and rewards exist in Single-Family rental investing?Links from this episode:- If you're looking for highly vetted opportunities to invest in, get access to our deal database of alternative investments & join our investor club at www.getfundbase.com.- Watch the show on YouTube here: https://youtu.be/BabrIUSZcXsAbout Alicia Miller-Yoder:I love to connect with like-minded accredited individuals, family office, private equity firms, and institutions to learn more about your investment strategies. I'm especially passionate about real estate investing and finding unique niches such as contract lodging, section 8 rentals, and/or cold storage. I believe in passive income, tangible assets, and building generational wealth through private placements. I'm a super-connector by trade and would love to connect with you.Links from our Guest:- https://www.linkedin.com/in/alicia-miller-yoder-6889732a/- https://www.linkedin.com/company/whitestoneco/- https://www.whitestoneco.com/Time Stamps: 00:00 - Intro01:18 - Alicia Miller-Yoder’s Background01:30 - Whitestone's strategy of purchasing single-family rentals with a focus on Section 8 tenants.01:45 - Whitestone's impressive $250 million in assets under management and target IRR of 24%.02:00 - What success looks like in the real estate asset class.02:18 - The importance of stabilization and cap rate when measuring success.03:15 - Single-family rentals as a great diversifier across real estate portfolios.03:30 - The distinction between Class A, Class B, Class C, and Class D real estate properties.03:45 - The benefits of investing in Class C properties, focusing on affordability and less overhead maintenance.05:00 - Class C properties being in demand during economic downturns.06:00 - The societal importance of supporting Class C housing for the majority of the population.09:00 - Difficulties in obtaining debt for single-family rentals due to agencies not servicing scattered site properties.09:45 - Pros and cons of investing in single-family homes compared to other real estate assets.11:17 - The challenges faced in securing traditional appraisals for a large number of properties during the closing process.12:45 - Clarification of what a desktop appraisal means and how it helps expedite the closing process.13:15 - The time frame and flexibility involved in closing on single-family rental properties.14:00 - The importance of cushion and financial support to account for potential investment risks.15:15 - Explanation of how government Section 8 programs play a role in determining rental rates for single-family homes.16:24 - The challenge of closing a large number of deals within a short time frame.17:45 - Explanation of Section 8 programs and how they assist tenants in paying rent.18:00 - Assurance that the Section 8 program is a stable and bipartisan initiative.18:16 - Nuances related to Section 8 eligibility based on family size and composition.18:45 - Discussion about Section 8 housing and the annual income of those on the program.19:23 - Comparing single family homes' return to multifamily and commercial real estate.20:04 - Clarifying the fund model's exit strategy.20:25 - Blackstone's acquisition of Home Partners of America as a success story.21:47 - Explaining the challenges of buying big portfolios in the new asset class.22:17 - The attractiveness of the asset class and its diversification benefits.23:45 Emphasizing the importance of understanding what you're signing up for as an investor.24:01 - Encouraging individuals to start investing in real estate but acknowledging the challenges.27:00 - The challenges of the housing voucher process for individual landlords.27:30 - Discussing the benefits of Section 8 tenants for investors.28:00 - Explaining how Section 8 reduces the risk of tenant delinquency.29:00 - Sharing the economics and advantages of Section 8 housing.30:16 - Eight housing and its pros and cons.31:38 - The challenges of dealing with the government in section 8 housing.32:03 - Alicia Miller explains that they treat section 8 tenants like market rate tenants with additional background checks.32:30 - The difference in tenant issues between section 8 and market rate housing.32:58 - Various programs that assist section 8 tenants with rent payments.33:51 - The due diligence process, including inspection reports and negotiations.36:00 - The reasons for choosing section 8 tenants over market rate tenants.36:58 - The benefits of investing in section 8 housing, such as government rent increases.37:45 - The diversity of investors they attract, from individuals to institutions.39:01 - Alicia Miller explains that they aim for steady rental income, not relying heavily on property appreciation.39:45 - Alicia Miller highlights management as the biggest risk in single-family rental investing.40:10 - The risk of market crashes but notes that buying right mitigates it.41:15 - Alicia Miller mentions the importance of fast turnaround times to reduce risks during property turnovers41:34 – Outro
Investing in Land Development: Strategies for Cash Flow, Tax Benefits, and Equity Growth w/ Ray Mazzie @ Southern Waters Capital
Aug 1 2023
Investing in Land Development: Strategies for Cash Flow, Tax Benefits, and Equity Growth w/ Ray Mazzie @ Southern Waters Capital
Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the world utilize to grow their net worth. We do this by providing insight & access to successful fund managers & investors across multiple asset classes.I’m your host, Pascal Wagner, and today we are interviewing Ray Mazzie w/ Southern Waters Capital , and we'll diving into:- The security of property rights and the role of land development.- The process of zoning and entitlements in land development.- And Investors in land development deals provide funds for income generation.Links from this episode:- If you're looking for highly vetted opportunities to invest in, get access to our deal database of alternative investments & join our investor club at www.getfundbase.com.- Watch the show on YouTube here: https://youtu.be/4o6PRE5T7d4Links from our Guest:- https://www.linkedin.com/in/raymazzie/- https://www.linkedin.com/company/southern-waters-capital/- https://www.southernwaterscapital.com/Time Stamps:00:40 - Intro01:00 - About Ray and his company, Southern Waters Capital03:00 - The value of land and the importance of location, purchase price, and having a balance sheet04:30 - The security of property rights and the role of land development.05:00 - Discussion of different asset classes built on land, including build-to-rent, manufactured housing, and traditional multifamily.06:00 - Explanation of the role of Southern Waters Capital as a developer and their involvement in various types of housing projects.08:12- The process of developing lots for home builders and the benefits of working on master plan land.10:00 - Understanding of investors' and consumers' needs at different stages of the value chain.11:00 - The process of zoning and entitlements in land development.12:00 - Cities and counties decide how they want the jurisdiction to grow.14:00 - Land use and zoning affect density, setbacks, and height restrictions15:45 - Investors look for cash flow, tax benefits, equity growth, or a combination of all three.16:12 - Investors in land development deals provide funds for income generation.19:31 - Negotiating with a large developer resulted in a land lift and additional capital allocation.21:15 - The equity appreciation in land development is a long-term process.22:00 - Land development is a get-rich-slow game.23:30 - Exploring the appeal of land entitlement as an investment.25:00 - Land entitlement investments typically last 12 to 18 months.26:00 - Contributing land to the partnership at a higher valuation than the purchase price.27:00 - Discussion about staying invested for future benefits.28:30 - Importance of conducting due diligence to identify potential issues.29:30 - Potential environmental issues and the need for assessments.30:30 - Considerations for water management and avoiding flood plain issues.31:30 - Need for comprehensive expertise and consulting professionals.32:15 - Acknowledgment that anything and everything can go wrong in land investments.34:00 -  Timing considerations for capital markets and political gain.35:00 - Importance of surveying, zoning, and engineering assessments.37:00 - Completion of zoning, land use, and environmental assessments before involving investors.37:58 - Ray explains that most land developers take the initial risk.39:32 - Ray highlights the rare opportunity to get involved in their deals at an early stage.41:31 - Ray emphasizes the tangible and controlled nature of land as an asset.42:54 -  Ray talks about the current and future performance of land entitlement.45:08 - Ray discusses a specific project they're selling off for profit while retaining entitled land.46:15 -  Ray's background in law and working for Governor Scott.47:32 - Dean Myro's experience in capital markets and project finance.49:00 - Ray mentions a project in Hudson, Florida that he had to let go due to time constraints.50:00 - Ray's experience with gopher tortoise surveys and the cost of removing them.51:32 - Ray discusses the cost and challenges of creating a gopher tortoise sanctuary.52:05 -  Ray advises thorough research and consultation with experts before making investments.54:19 - Ray discusses the changing flood elevation during a project, causing significant delays and costs.55:32 -  The need for thorough due diligence and official documentation to prevent issues like changing flood elevations.56:55 -  The importance of investing in real assets and the fundamental drivers of value in the Sunbelt region01:03:00 - Outro
What is DPI and why is it Important in Venture Capital? Insights from Ben Wiener @ Jumpspeed Ventures
Jul 25 2023
What is DPI and why is it Important in Venture Capital? Insights from Ben Wiener @ Jumpspeed Ventures
Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the world utilize to grow their net worth. We do this by providing insight & access to successful fund managers & investors across multiple asset classes.I’m your host, Pascal Wagner, and today we are interviewing Ben Weiner @Jumpspeed Ventures, and we'll diving into:-The role of skill and ability in achieving consistent high returns.- The abundance of startups and investors is part of the competitive nature of the ecosystem.- And the importance of searching for opportunities in the non-consensus quadrant.Links from this episode:- If you're looking for highly vetted opportunities to invest in, get access to our deal database of alternative investments & join our investor club at www.getfundbase.com.- Watch the show on YouTube here: https://youtu.be/g7kjBhgdCIsLinks from our Guest:- https://www.linkedin.com/in/benwiener/?originalSubdomain=il- http://benwiener.net/- https://twitter.com/BeninJLM- https://www.linkedin.com/company/jumpspeed-ventures/-https://jumpspeed.co/Time Stamps:00:30 - Intro01:00 - Jumpspeed Ventures' Background02:30 - Ben explains DPI as cash out versus cash in and its importance in evaluating fund performance.03:30 - Importance of DPI in measuring the cash returns to investors.05:45 - Evaluating the actual cash returns from the portfolio and not just the paper value06:11 - Ben highlights the high risk and failure rate in early-stage startups.08:00 - The need for professional management in venture capital investing11:00 - Challenges faced by even professional VC managers in generating consistent high returns.12:00 - The role of skill and ability in achieving consistent high returns.12:30 - There are emerging managers who may not have a long track record but show potential for generating high returns.15:00 - The difficulty of achieving such high returns and the need for a specific edge or angle.17:00 - The significant growth in the number of venture capital funds raises concerns about investing in the right companies.18:30 - The abundance of startups and investors is part of the competitive nature of the ecosystem.20:00 - Networking with successful entrepreneurs can be a valuable source of deal flow for some VCs.21:07 - Managers need a methodology to evaluate and select investments, which can vary greatly among individuals.22:46 - Person's methodology for decision-making.24:05 - Ben shares how reading about other VCs helped him learn and connect with mentors25:13 - Ben's journey into the venture capital space26:30 - The challenges of raising capital for startups in Jerusalem.29:00 - Ben shares his difficulties in raising capital and his unique pitch to LPs.30:31 - Recognize unique investment opportunities.31:45 - Ben shares his story as an example of recognizing a golden investment opportunity.33:30 - Importance of searching for opportunities in the non-consensus quadrant.34:30 - The rarity of finding non-consensus opportunities.36:00 - Early success in generating significant returns for initial LPs37:30 - Criteria for selecting companies to invest in Jerusalem.38:15 - The inadequacy of current solutions for the identified problem40:00 - The significance of the team in early-stage investments.41:00 - Incorporating the insights from the book "Seven Powers" by Hamilton Helmer.41:28 - The importance of reading and continuous learning in investment analysis.42:15 - Ensuring alignment between Helmer's strategies and the company being evaluated.43:19 - Ben Weiner talks about the importance of specific personality traits in a founding team.45:04 - He explains the importance of the hacker, hipster, and hustler personas in a founding team.48:04 - Ben shares his transition from team-centric investing to focusing on market and business.50:15 - The balancing act between different traits and capabilities within the founding team.51:49 - The importance of failure and the empathy it brings.53:43 - The importance of building relationships and trust in the investment world.54:40 - Ben shares his experience of overcoming personal challenges and developing resilience.55:12 - The importance of maintaining a positive outlook and seeking opportunities in difficult times.57:55 - Outro