WS1988 Financial Management For Real Estate Investing | Highlights Julian Vogel & Ted Rose

Are you interested in achieving higher returns through real estate syndication? Then you need to master the art of structuring your capital stack. In this information-packed episode of The  Real Estate Syndication Show, host Whitney Sewell chats with Julian Vogel, Fund Manager at Colonial Hills Capital, and Ted Rose from Rose Financial Solutions.

Julian Vogel and Ted Rose share insights on real estate syndication and back-office management. Julian discusses strategies for aligning capital stacks and navigating market challenges with creative debt and equity solutions, emphasizing neutral leverage for cash flow. Ted underscores the importance of robust back-office operations, covering financial management to technology, and touches on strategic decisions like hiring a CFO or engaging third-party services. Their combined expertise offers a blueprint for success in real estate investments and business growth.

3 Key Takeaways:

  1. Strategic Capital Stack Design: Align your debt and equity structure with each deal’s unique requirements to maximize profitability.
  2. Creative Solutions for Challenging Markets: Leverage innovative financing options like agency debt to maintain deal viability in a competitive environment.
  3. Optimizing Back Office Operations: Implement a robust FAS system or utilize a third-party service to streamline back-office functions for business growth.

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About Julian Vogel:

Julian Vogel, a Fund Manager at Colony Hills Capital, brings a wealth of experience in the real estate investment field. This firm, established in 2008, specializes in secondary markets. Julian’s expertise spans over eight years in commercial real estate (CRE) acquisitions, repositioning and capital markets. He has been instrumental in structuring and sourcing financial deals for CRE worth over $1 billion. Additionally, he held the position of Vice President at a renowned commercial mortgage brokerage firm, listed in the top 15.

About Ted Rose:

Ted Rose, CEO of Rose Financial since 1994, has established it as a top-ranking Finance and Accounting Outsourcing Firm globally. He has served as CFO for several growth companies, aiding in financial rounds and M&A transactions. Former roles include Corporate Controller at a biotech firm and senior staff at Price Waterhouse. He’s an alumnus of the University of Maryland with a B.S. in Accounting and an M.B.A. He serves on the Accounting board for the Robert H. Smith School and lectures there. Recognized multiple times as one of the Best CPA’s in the DC area, he was named among Accounting Today’s Elite Managing Partners in 2017.

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