Episodes
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Jim Fredo is the key principal and founder of Spring Capital Partners, which employs the BRRRR method to add value and refinance funds quickly, holding long-term for cash flow. In this episode, Jim shares his business plan and timeline for cash-out refinancing on multifamily deals, what he learned from a recent 28-unit purchase, and how heâs overcome the biggest struggle of finding adequate contractors to cover the renovations.
Jim Fredo | Real Estate Background Key principal and founder of Spring Capital Partners Portfolio: 97 doors
Single-family rentals and multifamily Based in: Pittsburgh, PA Say hi to him at: springcapital.partners Facebook LinkedIn Best Ever Book: Canât Hurt Me by David Goggins Greatest Lesson: Be creative, but donât force a deal.Click here to learn more about our sponsors:
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Innago
BAM Capital
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Christine Hsu is the co-founder and COO of Noblivest, which is a syndication and fund that invests in commercial real estate, offering passive income opportunities to accredited investors who are interested in minimizing risk and maximizing cash flow.
In this episode, Christine discusses the importance of due diligence when it comes to vetting deals, investors, and syndicators. She also shares her tips for attracting investors outside of your circle and why itâs important to always remember your âwhyâ.
Christine Hsu | Real Estate Background Co-founder and COO of Noblivest Portfolio: Five rental properties in Philadelphia and NY GP/fund manager of 1,400+ units in AL, AZ, FL, and TX Based in: Westchester, NY Say hi to her at: noblivest.com LinkedIn Best Ever Book: Getting to Neutral by Trevor Moawad Greatest Lesson: Figure out your why, and ground yourself in it. When things arenât going right, itâs easy to lose motivation, but remember why you're in this can get you through it.Click here to learn more about our sponsors:
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Innago
BAM Capital
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Missing episodes?
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Passive Investor Tips is a weekly series hosted by full-time passive investor and Best Ever Show host, Travis Watts. In each bite-sized episode, Travis breaks down passive investor topics, simplifying the philosophy and mindset while providing tactical, valuable information on how to be a passive investor.
In this episode, Travis discusses the dilemma many Americans face by not investing enough, and instead being sucked into the power of consumer culture. He shares his experience with living below his means in order to achieve his goal of earning enough passive income to retire early, and encourages people to do the same.
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Corey Peterson is the CEO of Kahuna Investments, which is focused on income-producing multifamily opportunities in stable and emerging U.S. markets. They target high-yield passive cash flow and long-term capital appreciation through strategic acquisition and superior asset management.
In this episode, Corey talks about how to create productive relationships with brokers, why he chose to vertically integrate his property management company, and how he would advise a new investor to approach raising capital for the first time.
Corey Peterson | Real Estate Background CEO at Kahuna Investments Portfolio: 10 multifamily/student units 3,200+ beds valued at over $250M Based in: Phoenix, AZ Say hi to him at: kahunainvestments.com LinkedIn Best Ever Book: A CEO Only Does Three Things by Trey Taylor Greatest Lesson: Free advice is always expensive.Click here to learn more about our sponsors:
Techvestor
Innago
BAM Capital
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Arn Cenedella is the founder of Spark Investment Group, which helps people leverage passive real estate investments to grow their wealth, simplify their portfolios, and create the lives theyâve always wanted to live. In this episode, Arn reflects on his 40+ years of real estate investing experience to share what heâs learned from going through several market cycles. He also discusses what to focus on as a young investor and how that should change as you age.
Arn Cenedella | Real Estate Background Founder of Spark Investment Group Portfolio: GP on 1100 units totaling $140 million in AUM Based in: Greenville, SC Say hi to him at: investwithspark.com LinkedIn Best Ever Book: Golf in the Kingdom by Michael Murphy Greatest Lesson: Invest in real estate over a 10- to 15-year period, and you will be much farther ahead than you are today.Click here to learn more about our sponsors:
Techvestor
Innago
BAM Capital
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Rachael Jones is the founder of Clover Capital Group, which syndicates B- and C-class, value-add multifamily and mobile home parks primarily in the Charlotte MSA. In this episode, Rachael shares her journey from being an engineer managing global projects to a real estate investor with $15 million in AUM. She also discusses her creative solution to a mobile home park investment with four vacant lots and lessons she learned from a non-performing property manager.
Rachael Jones | Real Estate Background Founder of Clover Capital Group Portfolio: 150 units and $15MM AUM Based in: Charlotte, NC Say hi to her at: clovercapitalgroup.net LinkedIn Best Ever Book: The Score Takes Care of Itself by Bill Walsh Greatest Lesson: How much value there is in excellent customer service, even for lower-end assets.Click here to learn more about our sponsors:
Techvestor
Innago
BAM Capital
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Peter Neill & Ron Lockhart are the co-founders and partners at GSP REI, a vertically integrated real estate investment firm focusing on affordable and workforce single-family rentals and non-performing loans. In this episode, Peter and Ron share why they chose to build a $55 million portfolio of affordable housing and non-performing loans. They also share why they use a vertical integration approach to investing and how they are able to return an average of 20%â23% to investors annually.
Peter Neill & Ron Lockhart | Real Estate Background Co-founders and partners at GSP REI Portfolio: $55M in AUM including real estate and notes Based in: Philadelphia, PA Say hi to him at: gsprei.com LinkedIn Best Ever Book: How to Win Friends and Influence People by Dale Carnegie and Separation of Power by Vince Flynn Greatest Lesson: Treat people the way you want to be treated. Tenants, investors, colleagues â everyone.Click here to learn more about our sponsors:
Techvestor
Innago
BAM Capital
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Isaac Sebbag is the founder of Golden Sky Equities, which generates long-term value through strategic renovations in the condo and multifamily sectors with a focus on the New Jersey and Florida markets. In this episode, Isaac shares his expert insights on condo conversion projects, including what makes an ideal condo, amenities to focus on, and ground-up vs. value-add deals. He also discusses how he uses LinkedIn to attract investors and structures deals depending on the level of value-add involved in the project.
Isaac Sebbag | Real Estate Background Founder of Golden Sky Equities Portfolio: Multifamily Mixed-use Development Office Based in: NJ and PA Say hi to him at: Linkedin Instagram Best Ever Book: Rich Dad Poor Dad by Robert Kiyosaki Greatest Lesson: Choose your market wisely, especially with ground-up construction as they will be issuing permits and helping you through the legal process if needed.Click here to learn more about our sponsors:
CASKX
Techvestor
Innago
BAM Capital
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James Eng is the national director of Old Capital, a commercial mortgage broker. In this episode, James discusses the landscape of commercial lending, especially why many investors transitioned from bridge loans to fixed-rate loans over the past few years. He also shares the true purpose of a bridge loan and shares strategies for how investors can approach the refinance process on a bridge loan in 2023.
James Eng | Real Estate Background National director of Old Capital Portfolio: GP and LP positions in over 20 multifamily properties in Texas totaling over 10,000 units Based in: Dallas, TX Say hi to him at: Linktree Best Ever Book: The Most Important Thing by Howard Marks Greatest Lesson: Make sure you look at the demographics of a market in comparison to the rents you are projecting.Click here to learn more about our sponsors:
CASKX
Techvestor
Innago
BAM Capital
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Passive Investor Tips is a weekly series hosted by full-time passive investor and Best Ever Show host, Travis Watts. In each bite-sized episode, Travis breaks down passive investor topics, simplifying the philosophy and mindset while providing tactical, valuable information on how to be a passive investor.
In this episode, Travis discusses the benefits of passive income versus traditional earned income, specifically the tax advantages that many use to preserve their wealth such as depreciation, extracting equity, and 1031 exchanges.
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CASKX
Techvestor
Innago
BAM Capital
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Veena Jetti is the founding partner of Vive Funds, a unique commercial real estate firm that specializes in curating conservative opportunities for investors. In this episode, Veena gives a mini masterclass in marketing for operators, GPs, and capital raisers. She discusses how her team uses AI to maximize efficiency, her âsecret sauceâ for raising capital, and things that make her cringe about multifamily investing.
Veena Jetti | Real Estate Background Founding Partner of Vive Funds Portfolio: Multifamily investments Based in: Plano, TX Say hi to her at: Facebook Instagram Twitter TikTok Best Ever Book: Wealth Without Cash by Pace Morby Greatest Lesson: Partner up fast with people that you trust to build success as quickly as possible.Click here to learn more about our sponsors:
CASKX
Techvestor
Innago
BAM Capital
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Toby Mathis is the founding partner of Anderson Law Group and managing partner of Anderson Business Advisors, which helps entrepreneurs around the world live lives free from the burden of financial imprisonment through wealth creation. In this episode, Toby guides listeners through the complicated world of tax codes and asset protection, providing expert insights into how to shelter your assets properly to reduce risk and preserve wealth.
Toby Mathis | Real Estate Background Founding partner of Anderson Law Group and managing partner of Anderson Business Advisors Portfolio: 400 properties Commercial Self-storage Single-family homes Based in: Las Vegas, NV Say hi to him at:
Facebook Instagram LinkedIn YouTube Best Ever Book: $100M Offers by Alex Hormozi Greatest Lesson: Don't try to do things yourself and pinch pennies over something that should be done by a true professional. It can cost you big in the long run.Click here to learn more about our sponsors:
CASKX
Techvestor
Innago
BAM Capital
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Brian C. Adams is the president and founder of Excelsior Capital, an owner-operator sponsor of commercial light industrial, flex space, and medical office properties. In this episode, Brian discusses the struggles heâs faced building a $275 million portfolio, why he prefers flex, light industrial, and medical properties, and how LPs can do next-level due diligence on GPs before committing to a deal.
Brian C. Adams | Real Estate Background President and Founder of Excelsior Capital Portfolio: $275 million gross AUM Based in: Nashville Tennessee Say hi to him at: LinkedIn Best Ever Book: Outlive by Peter Attia Greatest Lesson: Put substantial resources into investor relations, and ask the right questions of your GP so you know who youâre going into business with.Click here to learn more about our sponsors:
CASKX
Techvestor
Innago
BAM Capital
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AJ Osborne is the CEO and founder of Cedar Creek Capital, which is a vertically integrated real estate private equity firm specializing in the acquisition, development, and management of self-storage facilities. In this episode, AJ discusses what caused the self-storage asset class to peak and drop in the last few years and why his firmâs buying behavior has changed completely as a result.
AJ Osborne | Real Estate Background CEO & Founder of Cedar Creek Capital Portfolio: $300 million AUM 3 million square feet Over 10,000 units Based in: Eagle, Idaho Say hi to him at: cedarcreekwealth.com selfstorageincome.com Instagram Best Ever Book: The Warren Buffett Way by Robert Hagstrom Greatest Lesson: The short-term is meant for taking action, and the long-term is meant for yielding results. Market cycles and results take time, so you need to put a structure around your deals that allow for that.Click here to learn more about our sponsors:
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Innago
BAM Capital
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Ross Metz is the co-founder of SIMCAP Holdings, which is a midwest asset management group with a focus on residential multifamily investing. In this episode, Ross shares how he built his portfolio up to 148 units in 15 months and how he structured a unique partnership with his property manager that ensures both of their paths to growth and profitability.
Ross Metz | Real Estate Background Co-Founder of SIMCAP Holdings and SIMCAP Management Portfolio: 148 multifamily units Personal portfolio of residential properties Based in: Cincinnati, OH Say hi to him at: simcapholdings.com LinkedIn Best Ever Book: Can't Hurt Me: Master Your Mind and Defy the Odds by David Goggins Greatest Lesson: Donât be afraid to leverage your networks. Most people are willing and eager to help.Click here to learn more about our sponsors:
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SyndicationAttorneys
BAM Capital
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Michael Flight is the CEO of Liberty Real Estate Funds and principal of Concordia Realty, the worldâs first net lease security token fund. In this episode, Michael shares three key factors required in doing due diligence on a NNN property, tips for investors pivoting into retail, and how to attract national tenants to your retail centers.
Michael Flight | Real Estate Background CEO of Liberty Real Estate Funds and founding principal of Concordia Realty Portfolio: NNN and single-tenant retail $5M sale/leaseback fund Hotel debt fund Based in: Oak Brook, IL Say hi to him at: michaeljflight.com LinkedIn Best Ever Book: As a Man Thinketh by James Allen Greatest Lesson: Pick great partners and colleagues in all aspects of investing â not just investors, but attorneys, CPAs, etc.Click here to learn more about our sponsors:
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SyndicationAttorneys
BAM Capital
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Passive Investor Tips is a weekly series hosted by full-time passive investor and Best Ever Show host, Travis Watts. In each bite-sized episode, Travis breaks down passive investor topics, simplifying the philosophy and mindset while providing tactical, valuable information on how to be a passive investor.
In this episode, Travis discusses the significance of risk-adjusted returns. Using real-world examples, Watts urges listeners to balance the allure of high returns with potential risks, emphasizing the importance of personal risk tolerance and financial goals.
Click here to learn more about our sponsors:
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SyndicationAttorneys
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Chad Freeman is the founder of MHPinvestors, which purchases undervalued and mismanaged mobile home parks and brings them back to life. He is a returning guest to the podcast, and in this episode, Chad discusses the advantages mobile home parks provide as opposed to other asset classes and how his business plan has evolved over the past year to accommodate for lower deal flow and higher interest rates.
Chad Freeman | Real Estate Background Founder of MHPinvestors Portfolio: 150 mobile home spaces 47 RV spaces Based in: Jacksonville, FL Say hi to him at: mhpinvestors.com LinkedIn Best Ever Book: Scale by Jeff Hoffman and David Finkel Greatest Lesson: Nothing beats great due diligence and consistency.Click here to learn more about our sponsors:
CASKX
Techvestor
SyndicationAttorneys
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Patrick Grims is the CEO of Invest on Main Street, which allows investors to passively invest in syndications for alternative assets. In this episode, Patrick shares his whirlwind journey from high-tech engineer to real estate investor, which includes losing everything in the 2008 housing crisis. He also shares the importance of learning to trust others and educating investors on the history of market cycles.
Patrick Grimes | Real Estate Background CEO of Invest on Main Street Portfolio: $647 million - 4,923 multifamily units in 26 communities across 7 states 138 natural gas and oil wells Based in: Los Angeles, CA Say hi to him at: Investonmainstreet.com passiveinvestingmastery.com LinkedIn Best Ever Book: A CEO Only Does Three Things by Trey Taylor Greatest Lesson: Donât fear the market cycles, learn how to ride the waves and invest in the downturn.Click here to learn more about our sponsors:
CASKX
Techvestor
SyndicationAttorneys
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Marc Rutzen is the CEO of HelloData.ai, a platform that automates the due diligence process for real estate investors. In this episode, Marc discusses the disruption potential AI has in the real estate industry and how HelloData.ai works to mitigate the mundane and manual tasks associated with the due diligence process of real estate investing.
Marc Rutzen | Real Estate Background CEO of HelloData.ai Based in: Chicago Say hi to him at: LinkedIn hellodata.ai Best Ever Book: The Innovation Stack by Jim McKelvey Greatest Lesson: Don't try to do too much, narrow your focus, and hone in one specific area of expertise.Click here to learn more about our sponsors:
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Techvestor
SyndicationAttorneys
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