The Real Estate Syndication Show

40 Episodes
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By: Whitney Sewell

The Real Estate Syndication Show is a 7-day-a-week podcast where Whitney Sewell interviews the most successful entrepreneurs in the commercial real estate business. The show was created to help every active investor learn how the syndication business works, improve their business and help passive investors understand where to invest when wanting to diversify into real estate.

WS1186: When And How To Start A Family Office with Richard Wilson (Part 2)
#1186
Today at 7:00 AM

In Part 2 of our episode on family offices, Richard Wilson expounds on what most family offices are investing in right now and what types of deals they want. He describes how a family office would like to see an operator prepare for a possible downturn and shares what has helped him meet new investors. Richard also talks about a daily habit that has helped him achieve success. And a special gift awaits the first listener to follow it! 

Richard is the CEO & Founder of the Family Office Club, the #1 largest association of over 3,000 registered ultra-wealthy families a...


WS1185: When and How to Start a Family Office with Richard Wilson (Part 1) | #TechandTacticsTuesday
#1185
Yesterday at 7:00 AM

In this #TechandTacticsTuesday episode, we are focusing on Family Office. Our guest, Richard Wilson, has written three #1 bestseller family office books on Single Family Offices, How to Start a Family Office, and Centimillionaires ($100M+ net worth families). He will discuss what a Family Office is and give some tips on when to start, the steps, pros and cons, and how to add value to build relationships. 

Richard pinpoints the most important thing when you’re thinking of who to hire first, which operator to work with, or what deals to invest in as a family office. We kno...


WS1184: Valuable Tips on Property Management | #Highlights
#1184
Last Monday at 7:00 AM

Should you self-manage your property or hire a third-party company to do it? This question is something real estate entrepreneurs need to think about thoroughly. In this #Highlights episode, we look back at our conversations with Mike Ballard of Ascent Multifamily Accounting and Collin Atlas of Atlas Property Management. They talk about property management and the things you need to know about it.

Mike shares some of the difficulties that his clients face, some of the surprises he has encountered in the past, and what exactly it means to provide human resource services to other operators. Meantime...


WS1183: Cost Segregation 101 | #Highlights
#1183
Last Sunday at 7:00 AM

Why is it important to have a cost segregation study done for your property? How will it benefit multifamily syndicators? Today we answer these questions in our #Highlights episode with Bill Smith of ELB Consulting Inc. and Frank Giudici of Bedford Cost Segregation.

Bill talks in-depth about cost segregation – why you have to have it and when’s the best time to have it. Meantime, Frank clears up some of the most common cost segregation misnomers. Listen now to know the ins and outs of this process!


WS1182: Weekly Investor Update (January 9-15, 2022)
#1182
Last Saturday at 7:00 AM

HEADLINES

COMMERCIAL REAL ESTATE

69% of CRE brokers earned more in 2021

Results also indicate that 66% of brokers have completed more transactions in 2021 than in 2020.

US rent hikes: not a concern for most tenants

It’s good news for tenants who already signed a lease or never left in the first place. 

Real estate market predicted to remain strong

People are still wanting to buy, especially in suburbs, according to an analyst.

RENT & MULTIFAMILY HOUSING

12% of Fir...


WS1181: How Can Veterans Kickstart Their Real Estate Journey with Aharon Goins
#1181
Last Friday at 7:00 AM

Real estate is an industry that offers great opportunities no matter what your background is or how old you are. In this episode, learn how a military veteran found success in real estate, specifically in multifamily syndication.

Today, we speak to Aharon Goins, a military veteran and now the CEO of All In Homes LLC. Aharon shares that he is determined to help people, especially veterans, build generational wealth through real estate. He talks about how they can start utilizing their VA loan to kickstart their real estate journey. He also shares how to use Clubhouse to...


WS1180: Running Successful Vacation Rentals with Christina VanDergrift
#1180
Last Thursday at 7:00 AM

Hospitality Net reports that earnings for U.S. short-term vacation rentals grew to their highest ever in 2021, a full 35% higher than at the start of the pandemic while AirDNA expects short-term vacation rentals to grow 14.1% in 2022 vs 2021. With such optimistic outlook on vacation rentals, many would want to get into the industry. But how do you start and run vacation rentals successfully?

In this episode, coach, author, real estate broker, and vacation rentals expert, Christina VanDergift, talks about the hows of running a successful vacation rental and why it continues to be a lucrative business even amidst...


WS1179: Investing Actively or Passively through Trust Deeds with Heather Dreves
#1179
01/12/2022

Joining us in this episode is Heather Dreves. Heather has been in the private money industry for over 18 years, helping clients passively invest in alternative assets through high-yielding real estate funds and trust deed investing. She details investing in trust deeds or mortgage notes and shares its benefits and the unique opportunities open to people interested in real estate but lack time to invest in properties actively.

Heather also talks about how they wanted to give opportunities to invest and create wealth to everybody, not just the high net-worth individuals. Hence, they opened up the Circle of...


WS1178: The Friendship Factor’s Impact in the Multifamily Community with Pete Kelly
#1178
01/11/2022

We’re pretty sure you haven’t heard of the Friendship Factor before! Our guest, Pete Kelly, talks about Apartment Life’s initiative and explains why that is so important to your multifamily community. He backs it up with research that proves it works and provides fascinating examples of how it works. 

Apartment Life is founded on the basic proposition that relationships are good for the soul and good for the bottom line. So, they created a program that helps them build connections in apartment communities that benefit the residents and the management greatly. In this #TechandTacticsTuesday episode...


WS1177: Ways To Automate Your Syndication Business | #Highlights
#1177
01/10/2022

Running a real estate business is not an easy task. That’s why finding ways to automate some of the processes of the business can help any real estate entrepreneur in a big way. In today’s #Highlights episode, we look back at our conversations with Megan Brown of MB Marketing LLC and Chris Levarek of the Valkere Investment Group.

Megan walks us through various methods that have helped her generate more leads and create a successful business. Meanwhile, Chris dives into the different systems and processes he has implemented into his syndication business and he explains the...


WS1176: The Importance of Impact Investing | #Highlights
#1176
01/09/2022

One main goal when you are investing in a real estate deal is to gain financial returns. But, did you know that there is a way that you can also create an impact in society as well as the planet when you invest? In this #Highlights episode, we look back at our conversations that focused on impact investing and why it is important to consider doing this right now.

The first conversation we feature is with Ari Sznajder of Kapel Group Real Estate. Ari shares that he is focused on finding deals and partnering with local government...


WS1175: Weekly Investor Update: January 2 - 8, 2022
#1175
01/08/2022

MARKET INDICATORS SNAPSHOT

WEEKLY

Mortgage Rate (30-Year Fixed): 3.11% (as of 12/30)


MONTHLY

Existing Home Sales: +1.9% (November 2021)New Residential Sales: +12.4% (November 2021)Median Sales Price for New Houses Sold: $416,900 (November 2021)Construction Spending: +0.2% (October 2021)New Residential Construction: 3.6% (November 2021)


QUARTERLY

Homeownership Rate: +65.4% (3Q21)Rental Vacancy Rate: +5.8% (3Q21)

Sources: NAR, BLS, Federal Reserve Bank, MBA


COMMERCIAL REAL ESTATE

WellsFargo: Retailers, developers to be impacted by inflation

US inflation could negatively impact retailers and small...


WS1174: Veteran Firefighter Turned Real Estate Entrepreneur with Seth Teagle
#1174
01/07/2022

How do you juggle a full-time job and being a real estate entrepreneur? In this episode, we hear the story of Seth Teagle of The Stream Group who still works as a Lieutenant-Paramedic in the fire service while running his commercial real estate company.

Seth starts off by sharing how he got into the real estate industry. He talks about how crucial time management is to be able to juggle his work in the fire service and run his business successfully. He also emphasizes the importance of building a strong team, creating effective partnerships, and knowing your...


WS1173: Creative Ways to Add Value to Multifamily Developments with Joshua Benaim
#1173
01/06/2022

Adding value to multifamily developments is an important component in the construction process. For many developers, it's just as important to strategically and creatively add value as it is to be able to deliver quality projects on time and within budget.

But how can you add value to your project? Real estate investor and developer, book author, opera singer, and founder and CEO of Aria Development Group Joshua Benaim shares some creative ways that his company has done it. From renovations and remodeling distressed apartment projects to designing affordable housing that showcased their design skills...


WS1172: Essentials of Underwriting and Property Management with Neil Bertrand
#1172
01/05/2022

The topics highlighted in this episode are underwriting and property management. Our guest, Neil Bertrand, has overseen acquisitions, due diligence, operations, renovation, new construction, and lease-up of various assets in Texas, Arizona, New Mexico, Oklahoma, Louisiana, Arkansas, Missouri, and North Carolina. He is also a graduate of a Bachelor of Science degree in Real Estate. 

Neil believes that the success of a property highly depends on the underwriting. He shares two types of underwriting models that would help a passive investor analyze the underwriter well and dives into details about how to stress-test a deal. Neil touches u...


WS1171: How Do You Raise $175 Million in One Year? with Andrew Davis | #TechandTacticsTuesday
#1171
01/04/2022

This year has been fantastic for Andrew Davis and his team at PassiveInvesting.com. They have raised $175 million in equity in one year, approaching $1 billion in acquisitions. How did they achieve that level of success so quickly? 

In this #TechandTacticsTuesday episode, Andrew talks about his real estate passion and journey. He is good at building relationships and securing trust, but it’s just impossible for him to reach that number, receive all the calls, and do all the work by himself. So, he trained his team and empowered them to be even better than him, which helped the...


WS1170: Syndication: A Team Sport | #Highlights
#1170
01/03/2022

If you are in the syndication business, it is important to understand that this is not a one-man show. You need a strong and reliable team to make your business a success. In this #Highlights episode, we feature our conversations again with Jack Gibson and Buck Joffrey. 

Jack details how he quickly realized the importance of having a great support team and an internal systems organization in providing a more seamless experience for investors. Meanwhile, Buck emphasizes the need to have the right and supportive team to seal your success in the business. Listen now and learn h...


WS1169: Get a Success Mindset | #Highlights
#1169
01/02/2022

Among the many formulas to success is having the right mindset. In this Highlights episode, we feature our conversations again with transformation coach Ketan Patel and Simply Do It Real Estate Investments owner and founder Dani Beit-Or. The two share how a mindset shift helped them seal success in real estate.

Ketan helps us to understand how we begin the process of a mindset shift, how he helps clients create successful habits, and why it is important to know what is driving you. Meanwhile, Dani reveals how he broke the norm in real estate by crafting his...


WS1168: Weekly Investor Update: December 26, 2021 to January 1, 20222
#1168
01/01/2022

MARKET INDICATORS SNAPSHOT

WEEKLY

Mortgage Rate (30-Year Fixed): 3.05% (as of 12/23)


MONTHLY

Existing Home Sales: +1.9% (November 2021)New Residential Sales: +12.4% (November 2021)Median Sales Price for New Houses Sold: $416,900 (November 2021)Construction Spending: +0.2% (October 2021)New Residential Construction: 3.6% (November 2021)


QUARTERLY

Homeownership Rate: +65.4% (3Q21)Rental Vacancy Rate: +5.8% (3Q21)

Sources: NAR, BLS, Federal Reserve Bank, MBA


COMMERCIAL REAL ESTATE

Record year for commercial real estate in 2022 expected

CBRE announced a positive outlook for the commercial real estate...


WS1167: Understanding Real Estate Acquisitions with Jae Park
#1167
12/31/2021

How do you find, analyze, negotiate, and process a deal? In this episode, we talk about every step of real estate acquisitions with Jae Park of Open Door Capital. Jae has managed $100M+ in acquisitions.

Jae starts off by sharing how he started in the real estate industry. He breaks down the three core functions of acquisitions namely lead generation, analysis, and due diligence. He also talks about the criteria he considers in finding deals as well as the challenges they face in the mobile home parks space. Listen now and understand every step of real estate...


WS1166: Syndicating as a Co-GP with Keith Meyer
#1166
12/30/2021

As a real estate entrepreneur or investor, you probably know that a more lucrative and efficient investment vehicle is to scale into larger multifamily syndication deals. But, how can you advance your investments when you have limited resources and a minor track record as an operator? Rather than wait for years to make progress, work with people who bring complementary skills and qualities to the table and co-GP your real estate syndication.

In this episode, Keith Meyer of Symphony Capital Group explains how to structure an effective real estate co-sponsorship or co-GP model that will help scale...


WS1165: From Music Star to 130 Units Debt Free! with Blake Selby
#1165
12/29/2021

From being a famous rapper in Chicago, collaborating with Kanye West, and having over a million streams on Spotify, Blake Selby decided to shift to real estate investing and private lending. In about seven years of working in real estate, Blake has achieved a net worth of almost $10 million. But the best part is, he's got $5 million in paid-off assets! That's not a typical path to real estate! 

Blake shares his strategy in this episode and explains why he mainly invested in single-family over multifamily asset classes. Blake also dives into detail about p...


WS1164: Investing in Student Housing with Zach Feldman | #TechandTacticsTuesday
#1164
12/28/2021

Zach Feldman sheds light on student housing in this #TechandTacticsTuesday episode. Zach is the Vice President of Development at Aptitude Development, one of the nation’s top student housing firms. He shares why he thinks student housing is a great asset class to invest in even during the pandemic. Zach dives into details about underwriting a school and mentions school-specific things that are good to know if you’re purchasing a multifamily property near campus.

Zach also talks about marketing strategies for student housing developments you can use in other avenues or businesses, especially in multifamily investments. You’...


WS1163: Building Wealth with Note Investing | #Highlights
#1163
12/27/2021

Are you looking for ways to diversify your portfolio? Investing in notes can be a good way to do that. In this Highlights episode, we feature our conversations again with Dan Van Horn of PPR Note Co. and Susan Elliot of Flow State Investing.

Dan reveals some little-known facts about the note investing business and shares the pros & cons of note investing over other asset classes. Meanwhile, Susan details how she found out about note investing and how she is helping investors add notes to their portfolios to build wealth. Listen now and understand how note...


WS1162: Marketing Your Way To Real Estate Success | #Highlights
#1162
12/26/2021

Marketing is a crucial part of any business. In multifamily syndication, this means reaching out to the right investors that will trust you with their hard-earned money. Indeed, one of the keys to success in real estate is getting your brand and message across through effective marketing. 

In this #Highlights episode, we feature our conversations with marketing expert John Casmon of Casmon Capital Group and Lyndsay Phillips of Smooth Sailing Business Growth. John shows us how we can grow and scale our real estate business. Meanwhile, Lindsay gives practical tips, as well as business building and content m...


WS1161: Weekly Investor Update (December 19-25, 2021)
12/25/2021

MARKET INDICATORS SNAPSHOT

WEEKLY

Mortgage Rate (30-Year Fixed): 3.27% (as of 12/22)

MONTHLY

Existing Home Sales: +1.9% (November 2021)New Residential Sales: +0.4% (October 2021)Median Sales Price for New Houses Sold: $407,700 (October 2021)Construction Spending: +0.2% (October 2021)New Residential Construction: -0.7% (October 2021)

QUARTERLY

Homeownership Rate: +65.4% (3Q21)Rental Vacancy Rate: +5.8% (3Q21)

Sources: NAR, BLS, Federal Reserve Bank, MBA


PROPERTY MARKET

Real estate market to weather 2022 and Omicron

Despite the speculative wave of home buying competition and property prices hitting through the roof...


WS1160: How To Build An Effective Real Estate Team with Brian Shafer
#1160
12/24/2021

Building the right team is crucial when you are in the real estate industry, especially if you are doing multifamily syndication. In this episode, we speak to Brian Shafer who after building his team, closed his first deal earlier this year.

Brian starts off by sharing his journey in real estate and his transition from single-family to multifamily. He then talks about how important it is to build the right team so that you can prosper in the business. He also emphasizes the importance of forming good working relationships with brokers. Tune in now and learn how...


WS1159: From Childhood Buddies to Multimillion-Dollar Investors with Nick Earls & Eric DiNicola
#1159
12/23/2021

There are few relationships in life that are more meaningful than childhood friendships. The relationship between Nick Earls and Eric DiNicola is no exception. In fact, they have taken their friendship to the next level by joining forces to achieve their childhood aspiration and build a multimillion-dollar real estate business together.

The road wasn't always easy for these childhood friends turned business partners. In this episode, Nick and Eric talk about the early struggles they have to face as they built Winterspring Capital, their real estate investment firm that’s now focused on high-growth multifamily as...


WS1158: How to Reduce Utility Costs by 50% for Free! with Richard Randal
#1158
12/22/2021

Richard Randall is a CPA by trade and worked for a large public accounting firm. A lot of his clients were real estate investors. He fell in love with the real estate industry and decided that he wanted to be an investor so he switched to another company called the Cardinal Group where he worked for five years. The company grew very quickly while he was there but Richard saw an opportunity in utility and energy efficiency and started focusing on it.

Richard started working with real estate owners in reducing utility expenses and he works across...


WS1157: How I Got into Passive Investing with Trevor Thompson
#1157
12/21/2021

Trevor Thompson is a passive investor and limited partner in over 14 syndicated deals. He has a unique background developing different types of businesses with over 45 years of exceptional experiences. Trevor didn’t think too much about real estate investing until he had a couple of events that changed his direction from having a corporate career to jumping in the real estate game.

After he decided to give it a try, Trevor joined a local group in Texas and got attracted to commercial real estate. He is obsessed with learning as much as he can about real estate in...


WS1156: Using Real Estate Podcast To Your Advantage | #Highlights
#1156
12/20/2021

Podcast has gained traction over the past years especially since people are looking for alternative ways to consume media. If you are planning to start one, this can also be a good platform to reach a specific audience or your target market.

In this Highlights episode, we look back at our conversations with Tom Schwab of Interview Valet and Toby Lyles of TwentyFour Sound. Tom shares how podcast interview marketing works, from getting booked to converting into real business results. Meanwhile, Toby offers some tips and tricks into producing the best-sounding podcast and creating one that suits...


WS1155: Saving Strategies in Real Estate Tax | #Highlights
#1155
12/19/2021

There are many ways you can save big in real estate tax. In this episode, we look back at our conversations with Dave Foster of Exchange Resource Group and Dave Zook of The Real Asset Investors. The two talk about different ways how you can strategically have savings on your tax.

Dave Foster explains how investors can divert their tax dollars in real estate syndication using 1031 Exchange. Meanwhile, Dave Zook shares how he ended up transitioning to real estate syndication in a bid to save taxes. No matter what your reason is, a tax saving is a...


WS1154: Weekly Investor Update: December 12 to 18, 2021
12/18/2021

MARKET INDICATORS SNAPSHOT

WEEKLY

Mortgage Rate (30-Year Fixed): 3.24 (as of 12/14)

MONTHLY

Existing Home Sales: +0.8% (October 2021)New Residential Sales: +0.4% (October 2021)Median Sales Price for New Houses Sold: $407,700 (October 2021)Construction Spending: +0.2% (October 2021)New Residential Construction: -0.7% (October 2021)

QUARTERLY

Homeownership Rate: +65.4% (3Q21)Rental Vacancy Rate: +5.8% (3Q21)

Sources: NAR, BLS, Federal Reserve Bank


PROPERTY MARKET

Int’l. buyers to fuel 2022 luxury real estate demand

Most of these investors will come from the Middle East and Asian re...


WS1153: Why I Focused on Multifamily Amid the Pandemic with Shane Brooks
#1153
12/17/2021

The pandemic affected many businesses including real estate. But one real estate entrepreneur thrives during the global health crisis because of multifamily syndication. In this episode, learn how Shane Brooks of Wild Oak Capital shares why he shifted his multifamily amid one of the most trying times in our history.

Shane talks about the creative process that he’d gone through to get to where he is at now in multifamily syndication. Shane shares that self-education, motivation, and drive helped him kickstart his real estate journey while maintaining a corporate career. He also details how his business gr...


WS1152: Capital Raising Tools, Tips and Techniques with Peter Halm
#1152
12/16/2021

A real estate business can be a profitable venture, but to enjoy those benefits, you need to raise capital first. Knowing how to raise capital effectively is a critical component of your business’s success. Capital raising is never an easy task but with careful planning, building strong investor relationships, and utilizing effective tools and strategies, you can get through it without too much stress or worry.

In this episode, Peter Halm, president of Vineyard Investment Partners, an experienced capital raiser and investment deals originator, shares some time-tested techniques and novel tools that helped his company build tr...


WS1151: Finding Off-Market Corporate Properties with Matthew Vincent
#1151
12/15/2021

Matthew Vincent is a 23-year-old Real Estate Broker in Anchorage, Alaska. His primary focus is on off-market CRE and finding new opportunities with corporate real estate companies. In this episode, Matthew will share with us the methods he uses to find off-market opportunities or properties. 

One great thing about commercial real estate is it’s not just apartments. It could be office buildings. Matthew’s favorite, secure asset is a net lease or a triple net lease. Matthew believes that you don’t have to have a lot of capital for that, but they provide solid returns for a l...


WS1150: How to Succeed in Section 8 Investing with Tom Cruz | #TechandTacticsTuesday
#1150
12/14/2021

Tom Cruz is a 33-year-old real estate investor from Wilmington, North Carolina. He started real estate in 2012 by doing wholesaling. Completely funded by his partner’s downpayment, Tom built his portfolio with single-family Section 8 properties. Years ago, he and his business partner bought 100 units for $6.2 million. Tom stabilized the portfolio and two years later, they sold it for $10.2 million. 

Tom used the Section 8 program to grow a successful business and he has a pretty incredible story! In this #TechandTacticsTuesday episode, Tom will talk about the Section 8 model and his partnership structure. Listen now to learn all about it...


WS1149: Unlocking Hidden Value-Add Properties | #Highlights
#1149
12/13/2021

Value-add properties offer a great opportunity for you to increase your income. But, how do you uncover hidden value-add properties? In this Highlights episode, we look back at our conversations with Sarah May of Regency Investment Group and Andrew Cushman of Vantage Point Acquisitions.

Sarah shares a checklist on what you can do to add value to your property. She mentions interior renovations, providing a carport, and even chargeback utilities. Meanwhile, Andrew advises syndicators to buy value-add properties in the right market where people and jobs are moving in. Click the play button now and find out...


WS1148: Ways To Thrive In Multifamily Syndication | #Highlights
#1148
12/12/2021

If you want to take advantage of high-value real estate with high returns, then diving into multifamily syndication is something you should consider doing now. In this Highlights episode, we feature once again our conversations with Danny Randazzo of Randazzo Capital and Dan Hanford of PassiveInvesting.com.

Danny discusses how a solid educational foundation and goal-setting helped him find success in real estate syndication. Meanwhile, Dan talks about the three criteria for you to consider when you’re looking at investing passively in syndication. Listen now and find ways how you can thrive in the business!

...


WS1147: Weekly Investor Update: December 5 to 11, 2021
#1147
12/11/2021

Apartment Rent and Occupancy Hit Record Highs

Apartment rent occupancy soared to a new record-high value as it reached 97.5%. Asking rents for new move-in leases reached 13.9%. Even during the later part of the year, renewal lease rent growth has been rising at 8%. Analysts attribute the rise in demand to appreciating prices in the for-sale market, new buyers being pushed out by all-cash investors, and more people choosing to live with roommates.


MARKET INDICATORS SNAPSHOT

WEEKLY

Mortgage Rate (30-Year Fixed): 3.11 (as of 12/02)<...