Summary: Listen to the podcast here: Kira Golden, CEO, Direct Source Wealth helps others generate passive income and create a diversified portfolio through their transparent co-investment model with deals focusing primarily on commercial real estate. Kira shares her criteria for partnering with people. She shares how co-investing can create an alignment of interest and create...Read More
Listen to the podcast here: Summary: Lindsay Lewis, Director of Business Intelligence, Spartan Investment Group, LLC. develops and implements strategies for leveraging data, technology, and research to identify lucrative investment opportunities. Lindsay shares some great tools and resources that she is using at Spartan to make data-driven and value-added decisions. How do you procure and...Read More
Listen to the podcast here: Summary: In this episode, Whitney interviews Thomas Casteli, Tax strategist, The Real Estate CPA. Thomas shares some expert and innovative tips for raising capital and saving tax dollars in real estate syndication. Can you use a crowdfunding platform for financing a syndication deal? If yes, are there any drawbacks in...Read More
Listen to the podcast here: Summary: Brian Hennessey, a real estate investor and broker with more than 30 years of experience REVEALS some nuanced insights which will enable syndicators to better conduct due diligence of large real estate properties. What are some common mistakes that syndicators make while conducting their due diligence? How do you...Read More
Listen to the podcast here: In this episode, Whitney interviews Gene Trowbridge, Managing Partner, Attorney and Real Estate Broker, Trowbridge Sidoti LLP. Gene has some expert tips for syndicators who wish to reach out to potential investors on social media without flouting any laws. You will learn about the important Do’s and Don’ts that you...Read More
Listen to the podcast here: Summary In this episode, Whitney interviews Jake Stenziano, Principal, Rand Partners LLC and co-host of the popular multifamily podcast, Wheelbarrow Profits. Jake reveals how buying, financing and managing your syndication deal the RIGHT way can maximize ROI’s and grow your investment portfolio. Should you opt for a blended and flexible...Read More
Listen to the podcast here: Summary: In this episode, Whitney interviews John Bogdasarian, Founder, President & CEO, Promanas. John’s expertise in acquiring, syndicating, brokering, investing in and developing various projects has helped Promanas grow their investor base from 7 to 400. In this episode, John reveals some great Tips and Tricks that will help you...Read More
Listen to the podcast here: Summary: In this episode, Whitney interviews Omar Khan, CFA and M & A expert with Boardwalk Wealth. Omar gives some great insights that will help syndicators find reliable partners with complimentary skillsets. How do you vet property managers and brokers? Would HNI’s will be willing to act as key principals...Read More
Listen to the podcast here: Summary: In this episode, Whitney interviews John Fortes, Principal, Community First Investment Group, LLC. John REVEALS how you can to find and rehab an under-rented and undervalued property – to realize attractive returns for your investors and you. How do you find reliable partners to team up with? And, how...Read More
Listen to the podcast here: Summary: In this episode, Whitney interviews DeAnn O Donovan, President and CEO at AHP Servicing & American Homeowner Preservation, LLC. DeAnn has extensive background in commercial and residential real estate, and has restructured more than $500MM in distressed assets to date. DeAnn shares some little known nuances for raising capital...Read More
