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  • Josh Ziegelbaum is responsible for managing investor communications, capital commitments, individual and commercial relationships, as well as overall support of the company's growth initiatives. The dynamic work experience Josh has gained throughout his career gives him a unique perspective on both capital raising and operations. Prior to joining Circuit City, Josh worked as Director of Investor Relations at Legacy Group, an alternative asset manager, where he raised more than $50 million of capital for the Green Coffee Company which allowed it to become Colombia's #1 largest coffee producer. His previous role was as Vice President of Business Development for Lifeafar Capital, a boutique private equity and asset management firm where he led his team’s capital raising efforts. Before that, he was a Private Banker for Wells Fargo with a focus on complex credit needs and investments in public securities. He ultimately managed a book of business for high-net worth individuals and business owners in Miami Beach. Josh previously held a Series 7 license and is originally from New Jersey, where he studied economics at Rutgers University. He is known for his passion around building deep relationships with his clients and for consistently acting in their best interests.

    In this episode, we talked to Josh about Circuit City and what it is today, his business model, properly evaluating opportunities and what are the key questions to ask, tips and useful insights for new investors, and much more.

    Announcement: Join the Apartment Investing Mastermind here.

    Private Equity;

    02:29 Josh's background;

    06:19 What Circuit City actually is today;

    10:13 An insight on the business model;

    16:30 Key questions to ask to evaluate an opportunity;

    24:23 Tips for new investors;

    26:07 Round of insights

    Announcement: Download our Sample Deal package here.

    Round of Insights

    Apparent Failure: Not being able to enroll in the business school during college years.

    Digital Resource: InvestNext.

    Most Recommended Book: Sell It Like Serhant.

    Daily Habit: Tending to his family first thing in the morning, nice sunny Florida walks.

    #1 Insight for succeeding in private equity: Persistence, detailed work on goals, patience, and due diligence.

    Best place to grab a bite in Fort Lauderdale, FL: Any location within the RiverWalk.

    Contact Josh and his team:

    Website: [email protected]

    Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

  • Amy Rubenstein, CEO of Clear Investment Group and Partner at Windy City RE, commands a formidable presence in the real estate investment realm, having overseen transactions exceeding half a billion dollars since 2005. Hailing from Chicago, Amy is an alumna of Brandeis University, graduating Cum Laude. With two decades of experience in real estate, she holds licenses in California and Illinois, strategically leveraging her expertise across diverse markets. Clear Investment Group's expansive portfolio spans distressed multi-family complexes nationwide, showcasing Amy's adeptness in creative structuring and asset revitalization, optimizing financial performance across multi-family, retail, and office sectors.

    Beyond her business acumen, Amy is a committed philanthropist, notably in the Arts and Education sectors. As the Artistic Director of Windy City Playhouse, an acclaimed non-profit theater company in Chicago, she spearheads immersive theatrical productions, co-creating hits like "Southern Gothic" and "A Recipe for Disaster" alongside celebrity chef Rick Bayless. Amy's multifaceted contributions reflect her unwavering dedication to both business excellence and community enrichment.

    In this episode, we talked to Amy about what is a distressed asset, the cautionary measures to take, the origins of these assets, how she sources the opportunities she finds, and much more.

    Announcement: You can join the Apartment Investing Mastermind here.

    Distressed Assets;

    01:54 Amy's background;

    04:08 What is a distressed asset;

    09:42 An insight on cautionary measures to take with Amy’s approach;

    19:04 The origins of these properties/assets;

    24:15 How Amy sources the asset opportunities;

    26:16 Round of insights

    Announcement: Download a Sample Deal package here.

    Round of Insights

    Apparent Failure: Trying to support herself with a career as an actor.

    Digital Resource: City-Data.com.

    Most Recommended Book: The Ideal Team Player.

    Daily Habit: Walking to work every day.

    #1 Insight for investing in distressed assets: Accepting that the market changes rapidly and one cannot withhold all the information, therefore asking for help and questions is the key to overcoming daily challenges.

    Best place to grab a bite in Chicago, IL: Bloom & Planta.

    Contact Amy:

    Website: https://www.clearinvestgroup.com/

    Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

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  • Nathan Turner is the owner and president of Earnest Inc., a prominent figure in the US real estate market with a focus on mortgage note investing. His journey began in 2008 investing in performing and non-performing notes at significant discounts. Over the years, Nathan has adeptly navigated various aspects of mortgage note investing, employing both buy-and-hold and flip models to optimize returns.

    With a passion for making a positive impact, Nathan finds great satisfaction in assisting struggling homeowners. Whether through loan modifications or debt resolution, he has dedicated himself to providing solutions that alleviate financial burdens. Leveraging his extensive experience spanning more than a decade, Nathan established Earnest Investing, an investment fund tailored to offer accredited investors a consistent rate of return through mortgage notes.

    In this episode, we talked to Nathan about investing in real estate without actually investing in real estate, note investing from Canada, tips to getting started, and much more.

    Announcement: You can join the Apartment Investing Mastermind here.

    How to Get Started with Note Investing;

    02:13 Nathan's background;

    03:45 Barriers and challenges of investing in the US as a Canadian citizen;

    06:32 Insights on note investing;

    12:14 The process of investing passively;

    18:27 Alternative ways to monetize the process;

    21:28 DME (Diversified Mortgage Expo);

    22:24 Tips for the new investors;

    23:20 Markets to be in vs. markets to avoid;

    24:16 How to get started with note investing;

    25:52 Round of insights

    Announcement: Download a Sample Deal package here.

    Round of Insights

    Apparent Failure: Choosing to be a landlord at first, instead of an investor.

    Digital Resource: Any “financial calculator” app.

    Most Recommended Book: Leonard Sax’s books.

    Daily Habit: Envisioning their five-year plan, Nathan and his wife spend 5 minutes on discussing the future of their business every morning.

    #1 Insight to be a successful note investor: To be able to think outside of the box, but at the same time focus on what one’s trying to do.

    Best place to grab a bite in Calgary, AB, Canada: Mehtab.

    Contact Nathan:

    Email: [email protected]

    Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

  • Puja Talati is a co-founder of JT Capital and serves as the Chief Marketing Officer. She co-founded JT Capital in 2020, leading the firm’s asset management and marketing arms. Before establishing JT Capital, Talati held a principal role in a real estate firm, successfully leading operations, asset management, and marketing.

    Her professional journey includes leadership positions in strategy and operations consulting and brand marketing at Deloitte Consulting and The Hershey Company. Mrs. Talati received a B.S. in Business Administration focusing on marketing and social decision sciences from Carnegie Mellon University in 2006 and a Masters of Business Administration from the Fuqua School of Business at Duke University in 2011.

    In this episode, we talked to Puja about the advantages she gained from her background, what she’s working on today, opportunities in today's market, the art of hunting for deals, and much more.

    Announcement: Register and join our free exclusive apartment investing Q and A on Wednesday, April 24th at 8:00 pm EST, by clicking here.

    Strategic Income Fund;

    02:22 Puja's background;

    05:19 The advantages of Puja gained from her background;

    10:35 What Puja's working on today;

    16:58 Typical questions she gets regarding the income fund;

    19:32 What she looks for while hunting for deals;

    22:06 Round of insights

    Announcement: Join our Apartment Investing Mastermind here for just $89/month.

    Round of Insights

    Apparent Failure: Lack of having processes and structures in the earlier stages of her career.

    Digital Resource: CoStar.


    Most Recommended Book: Building a StoryBrand.


    Daily Habit: Rewriting her to-do list every day to stay focused.


    #1 Insight for investing in diversified funds: Properly understand the structure of the funds, not to miss out on the right opportunity.


    Best place to grab a bite in Austin, TX: Il Brutto

    Contact Puja:

    https://www.jtcapitalgroup.com/

    Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

  • Robert Kennedy III, known as RK3, is a distinguished leadership communication expert, international keynote speaker, corporate trainer, and best-selling author with a career spanning over a decade. He has collaborated with renowned organizations globally, including AARP, Social Security Administration, U.S. Coast Guard, Barnes & Noble, and many more. RK3’s dynamic presentations resonate deeply with audiences due to his infectious energy, passion, and genuine connection. He engages attendees actively, creating memorable experiences filled with laughter and interaction.

    With a rich background as a former classroom teacher, course developer, voiceover artist, and radio news anchor, RK3 brings a multifaceted understanding of communication and leadership to his engagements. His expertise is further enriched by his unique perspective as a Preachers Kid (PK). While not labeling himself a comedian, RK3 infuses humor into his presentations, ensuring audiences are entertained while gaining actionable insights.

    In this episode, we talked to Robert about his insights and tips on building your story and why is it powerful, his events and the stages, the “words that sell”, and much more.

    Announcement: Register and join our free exclusive apartment investing Q and A on Wednesday, April 24th at 8:00 pm EST, by clicking here.

    Great Stories;

    03:21 Robert's background;

    07:11 Tips and insights from Robert;

    12:30 The 4 C's of Stories;

    19:46 Robert's events and stages;

    22:17 "Words that sell";

    24:40 Round of insights

    Announcement: You can join the Apartment Investing Mastermind here.

    Round of Insights

    Apparent Failure: Being unemployed for a while until Robert decided to make some changes.

    Digital Resource: ClickUp, HighLevel, Pictory

    Most Recommended Book: Secrets of the Millionaire Mind.

    Daily Habit: Meditation, writing down his short and long term goals.

    #1 Insight for telling great stories: Become comfortable with you and your story.

    Best place to grab a bite in the DC area: Maggiano’s.

    Contact Robert:

    https://getintouchwithrk3.com/

    Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

  • Brian Burke has acquired, renovated, and disposed of over 750 residential assets and 3,000 multifamily units. This includes over $500 million of real estate in several sectors: multifamily, single family, hospitality, self-storage, mixed use, and vacant land.

    Burke has 31 years of investing experience with 20 years in multifamily. He’s performed underwriting, valuation, and title examination of thousands of properties for acquisition at trustees’ sales.

    Throughout his investing career, he’s built homes, built self-storage, renovated a lakefront resort, and bought/renovated hundreds of homes and thousands of apartments. His largest acquisition to date was close to $50 million.

    Burke has been a speaker at real estate conferences nationwide, plus various local/regional meetup/REIA groups in California and Washington. In addition, he’s been invited to speak at Google, Facebook, and Apple.

    In this episode we cover Brian's extensive 35-year background in real estate, emphasizing a value-add approach for investors. He talks about why you should be looking for opportunities when others are cautious and gives insights on navigating the current market. Topics include at-risk loans, diverse real estate opportunities, advice for new investors, and his book "The Hands-Off Investor."

    Announcement: Register and join our free exclusive apartment investing Q and A on Wednesday, April 24th at 8:00 om EST, by clicking here.

    Why We Should Take Experience into Account as Investors;

    01:56 Brian's background with 35 years of experience in real estate;

    04:04 The true value add approach;

    06:30 What should investors look for to get back in the market?;

    11:16 To be fearful when others are greedy and greedy when others are fearful;;

    13:09 The loans that are at risk;

    20:18 Different opportunities in the real estate market;

    22:32 Advice to new investors trying to make it happen in today’s environment;

    26:19 Brian’s book “The Hands-Off Investor”

    21:00 Round of insights

    Announcement: Join the Apartment Investing Mastermind here.

    Round of Insights

    Apparent Failure: A failed deal in the last market downturn.

    Digital Resource: CoStar

    Most Recommended Book: TedTalks

    Daily Habit: Getting up and going after it.

    #1 Insight for Understanding Market Cycles: Understanding human psychology and how people are approaching the market..

    Best place to grab a bite in San Fransico: Osteria La Buca.

    Contact Brian:

    https://praxcap.com/

    You can find Brian’s book “The Hands-Off Investor” here.

    Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

  • Zach is a founding partner and the CEO of Prosperity CRE, a private equity firm specializing in providing passive investment opportunities in multifamily apartment complexes. He focuses on overseeing the real estate investment portfolios and advising clients who choose to invest with Prosperity CRE.

    Zach has successfully owned and operated a residential real estate company, mortgage brokerage company, and escrow company, with offices in Northern and Southern California, assisting clients in the purchase, finance and sale of properties throughout the United States.

    He also has extensive legal, public affairs and ballot measure campaign management experience, including representing clients in a wide variety of commercial real estate and land use transactions.

    In this episode, we talked to Zach about his first and current real estate investment strategies, he’s recent focus and deals, utilizing accumulated data for investment, the investment opportunities to look out for, and much more.

    Announcement: Join the Apartment Investing Mastermind here.

    Real Estate Investment;

    02:16 Zach's background;

    05:03 His first real estate strategy;

    10:03 What Zach's focused on today;

    13:34 Zach's recent deals;

    17:39 How to utilize the data;

    19:02 An insight into the opportunities to look for;

    21:00 Round of Insights

    Announcement: Register and join our free exclusive apartment investing Q and A on Wednesday, April 24th at 8:00 om EST, by clicking here.

    Round of Insights

    Apparent Failure: Not having enough due diligence on a deal in Arizona.

    Digital Resource: NeighborhoodScout.

    Most Recommended Book: Benjamin Franklin: An American Life.

    Daily Habit: Exercising daily.

    #1 Insight for selecting the right market to invest in: Setting up your criteria for the deals is the key to success.

    Best place to grab a bite in California: Osteria La Buca.

    Contact Zach:

    https://prosperitycre.com/

    Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

  • Christopher Price is a distinguished corporate professional with over 20 years of experience in the life sciences industry. Notably, he serves as a pharmaceutical executive at a top 15 pharmaceutical company, ensuring patients' access to life-saving medications. Beyond his corporate role, Chris is the CEO and Co-Founder of Red Fox Multifamily, a real estate investment company offering hands-off commercial real estate opportunities to safeguard the retirements of life science industry professionals.

    A seasoned entrepreneur and accredited real estate investor since 2012, Chris has passive and active investments in over 1266 commercial multifamily and single-family units in Texas, Georgia, Alabama, and Pennsylvania.

    He hosts the Wealth Mindset & Real Estate Investing virtual Meetup, fostering a community of over 1,000 members. Alongside his professional achievements, Chris takes immense pride in his family, residing in White Plains, NY, with his wife Allison and their two beautiful children, Zoey and Caden.

    In this episode, we talked to Christopher about his investments and their progress, Red Fox Multifamily, the transition from being a passive investor to active, and much more.

    Announcement: Join the Apartment Investing Mastermind here.

    Being a Successful GP;

    02:23 Christopher's background;

    08:46 His investments and current progress;

    21:44 Where the Red Fox Multifamily is at today;

    26:43 The transition from being a passive investor to an active one;

    30:00 Round of insights

    Announcement: Join our free exclusive webinar on April 24th Wednesday at 8:00 pm EST, by clicking here.

    Round of Insights

    Apparent Failure: Failure of communication in one of the projects he was involved with.

    Digital Resource: Downloadable, educational PDF documents, audio/video podcasts and webinars.

    Most Recommended Book: The Miracle Morning.

    Daily Habit: Waking up early and taking care of his family and himself first thing.

    #1 Insight for being a successful general partner on multifamily deals: Being consistent and executing.

    Best place to grab a bite in NYC: The Wesley

    Contact Christopher:

    https://www.redfoxmultifamily.com/

    Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

  • As the Founder and CEO of The Designers Group, Blima Ehrentreu combines her creativity and talent to reform the design industry. Her passion for empowering women, giving back to the community, and championing women in the workforce earned her a spot on Globest’s Women of Influence in 2020 & 2022.

    The Designers Group’s diverse project portfolio spans the residential and commercial sectors, and Inc. Magazine ranked The Designers Group no.15 among the top fastest-growing private companies in the New York Metro Area in 2021. As a key industry leader, The Designers Group is at the forefront of cutting-edge interior design, specializing in high-end interior spaces for commercial, residential, and healthcare portfolios.

    Blima’s devotion to her work and community has positioned her as an unshakeable force within the industry. Her commitment to fostering a work culture dedicated to philanthropy led her to launch charitable initiatives such as TDG Gives Back and TDG Furniture Exchange. Blima’s belief that design is a tool that can build positive spaces and serve communities is a visible hallmark throughout her work.

    In this episode, we talked to Blima about the projects she and The Designers Group are working on, the benefits of working with a designer, upcoming popular trends, and much more.

    Announcement: Join the Apartment Investing Mastermind here.

    A Great Design;

    02:15 Blima's background;

    04:34 Projects she's working on today;

    11:00 The benefits of working with a designer;

    18:24 Trends that will have a rise in popularity;

    23:28 Round of insights

    Announcement: Don’t miss the Best Ever Conference this year on April 10th to 12th. Use my code CASMON15 for 15% off!

    Round of Insights

    Apparent Failure: Mistakes that were made during her first design gig.

    Digital Resource: VR tours that her company is creating.

    Most Recommended Book: Lean In.

    Daily Habit: Walking daily, swimming and cycling.

    #1 Insight for a great design: Keep your eyes open and try to learn as much as you can through your environment.

    Contact Blima:

    https://www.thedesignersgroup.com/

    Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

  • He is a third-generation Southern Californian who is making it big in a state where many real estate developers are fleeing. The wisdom he brings from success in a market where many others fail is invaluable. Whether you are new or tuning into the show for the first time, I know you’ll find great value in today’s program.

    Scott founded the Urban Pacific Group of Companies in 2000. Since then his company has brought over 1700 units of affordable housing to communities throughout the western USA.

    The Choppin family has been in real estate development in Long Beach since 1960, which includes highlights such as the development of the Long Beach World Trade Center and the 293-unit CityPlace residential development in downtown Long Beach. Scott is an innovator in the fields of urban housing, mixed-use projects, and affordable/middle income housing communities throughout the Western United States.

    In this episode, we talked to Scott about workforce housing, proper deal financing and structuring, co-living, and the market, and much more.

    Announcement: Join our Apartment Investing Community here.

    Workforce Housing without Government Aid;

    02:21 Scott's background;

    05:13 What is workforce housing;

    12:45 Structuring deals accordingly, in regards to financing;

    24:19 An insight into co-living;

    36:48 Round of insights

    Announcement: Don’t miss the Best Ever Conference this year on April 10th to 12th. Use my code CASMON15 for 15% off!

    Round of Insights

    Apparent Failure: Being bold during the recession and underestimating the market signals.

    Digital Resource: Calculated Risk Blog.

    Most Recommended Book: The One Thing.

    Daily Habit: Walking 10,000 steps every morning.

    #1 Insight for urban townhome development: There’s a great demand for homes for the working class, even though it seems like a forgotten market, and it’s highly profitable.

    Best Place to Grab a Bite in Long Beach, CA: Joe Jost’s

    Ep.192 with Scott Choppin

    Scott’s newsletter: https://therealsignal.substack.com/

    Contact Scott:

    Urban Pacific

    Urban Pacific Investor Education

    Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

  • Ira Singer, the Founder & Chief Marketing and Communications Officer of Mosaic Construction, spearheads the innovative growth and strategic vision of the company alongside its affiliated brands, Design Construction Concepts (DCC) and Cannabis Facility Construction (CFC). With a firm foothold in Northbrook, Illinois, Ira channels his 30+ years of construction industry expertise into leading new business development, estimating, marketing, and fostering valuable trade partner relationships. Since co-founding Mosaic Construction in 2005, Ira has been instrumental in steering the firm's success, particularly in the commercial and multifamily sectors, where he collaborates closely with clients to enhance their properties to better serve tenants, residents, staff, and visitors.

    A respected figure in the industry, Ira is renowned for his insightful perspectives on multifamily, commercial, and residential design-build construction, often sought after as a speaker and featured guest on industry podcasts. Outside of his professional pursuits, Ira is deeply committed to philanthropy, notably contributing his time and efforts to the Center for Enriched Living, a non-profit organization dedicated to serving individuals with developmental and intellectual disabilities. Holding a Bachelor of Arts in Speech Communication & Rhetoric from the University of Illinois, Ira's dedication to excellence transcends his professional endeavors, embodying a holistic commitment to community enrichment and industry leadership.

    In this episode, we talked to Ira about incorporating contractors and the types of business models they use, their best practices, Mosaic Construction’s community engagements and investments into non-profits, their approach to their projects, and much more.

    Announcement: You can join the Apartment Investing Mastermind here.

    Contractor Compass;

    02:17 Ira's background;

    05:11 Incorporating contractors further;

    08:19 Types of business models contractors use;

    11:13 An insight on the best practices of contractors;

    21:13 A look into Mosaic's community engagements;

    25:04 Mosaic's projects and their approach;

    31:49 Round of insights

    Announcement: Don’t miss the Best Ever Conference this year on April 10th to 12th. Use my code CASMON15 for 15% off!

    Round of Insights

    Apparent Failure: The failure of his first partnership taught Ira well to build another, that is more solid and successful.

    Digital Resource: Procore & Insightly.

    Most Recommended Book: The Goal.

    Daily Habit: Taking care of himself physically with morning exercises and a healthy diet.

    #1 Insight for hiring the right contractor: Doing the prep work correctly and due diligence in terms of budgeting, finding the right asset, deals, and so forth.

    Best Place to Grab a Bite in Chicago, IL: Bavette’s & Smyth and the Loyalist

    Contact Ira:

    https://mosaicconstruction.net/

    Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

  • Charles Seaman resides in Charlotte, NC and serves as a Managing Partner of Cash Flow Champs. He’s responsible for building and maintaining broker relationships and performing and overseeing the company’s underwriting activities. He’s also involved with contract negotiation and capital raising to make sure that the deals close, remaining involved after closing to manage the assets so that they perform in a manner that provides investors with exceptional returns. He’s currently a general partner in seven (7) multifamily properties totaling 775 units, having gone full cycle on four (4) multifamily properties.

    He has 14 years of prior experience working for a commercial real estate investor in NYC. During this time, he assisted the investor with acquiring deals, obtaining financing for them, and managing and leasing them after the deals were closed. While there, he also assisted the investor with the management of numerous other businesses that he owned, including a plumbing company and several bars and restaurants. During his spare time, he also actively traded stocks from 2009 to 2014.

    In this episode, we talked to Charles about Cash Flow Champs, their investments, his insights on balancing cash flow, adjusting strategies accordingly with a rapid change in economic trends, the vision for Cash Flow Champs, team building, and much more.

    Announcement: Become a member of the Apartment Investing Mastermind here.

    Scaling a Portfolio;

    02:22 Charles' background;

    04:41 An insight into Cash Flow Champs;

    05:12 What they invest into today;

    10:07 An insight into balancing cash flow;

    11:27 Adjusting strategies in accordance to the shift in economic trends;

    21:19 The vision for Cash Flow Champs;

    23:40 An insight into team building;

    29:33 Round of Insights

    Announcement: Don’t miss the Best Ever Conference this year on April 10th to 12th. Use my code CASMON15 for 15% off!

    Round of Insights

    Apparent Failure: Not finding the correct people to partner up with, and lack of proper due diligence in one of the past deals.

    Digital Resource: BiggerPockets.

    Most Recommended Book: How to Win Friends & Influence People.

    Daily Habit: Following an already-built routine.

    #1 Insight for scaling a multifamily portfolio: Building as many relationships as possible, as soon as possible.

    Best Place to Grab a Bite in Brooklyn, NY: L&B Spumoni Gardens.

    Contact Charles:

    https://cashflowchamps.com/

    Charles’ Media Channels

    Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

  • Ralph DiBugnara is a nationally recognized real estate expert who serves as President of Home Qualified – the digital resource for buyers, sellers and real estate agents driving today’s millennial market; and Vice President at Cardinal Financial, a nationally recognized mortgage loan company behind $28 billions of closed loans. A frequent industry commentator, Ralph is considered one of the leading voices across the next big trends in real estate.

    In this episode, we talked to Ralph about the loan business, finding the ideal team member, recent trends to keep an eye out for, his method on managing properties, and much more.

    Announcement: Become a member of our Apartment Investing Community here.

    Loans & Lenders;

    02:11 Ralph's background;

    09:13 An insight into the loan business;

    19:07 Right questions to ask while looking for a team member;

    22:42 Trends to keep an eye out for;

    27:51 Ralph's method on managing properties;

    32:11 Round of insights

    Announcement: Don’t miss the Best Ever Conference this year on April 10th to 12th. Use my code CASMON15 for 15% off!

    Round of Insights

    Apparent Failure: Having his property projects unfinished before the market crash.

    Digital Resource: AirDNA.

    Most Recommended Book: The Psychology of Money.

    Daily Habit: A proper morning routine that reinforces mindfulness, and having “learn something new” evenings after the regular daytime is over.

    #1 Insight for selecting the right lender and loan: Select the right lender who teaches you the process step by step, which helps you learn and be led in the right direction. And regarding loans, picking the least invasive and the most protective, as well as easiest in regards to your time is the key.

    Best Place to Grab a Bite in New Jersey: The River Palm Terrace.

    Contact Ralph:

    https://ralphdibugnara.com/

    Facebook - Instagram - YouTube

    Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

  • Tommy Whitehead is a Licensed Contractor, and President and Owner of TomCo Solutions, Inc. — one of the first 40 certified LGBTQ Business Enterprises (LGBTBE) in the construction industry. He’s also a passionate volunteer and fundraiser for many worthy causes, including the Pride Construction Coalition, and in 2023 he was honored as one of the 2023 Tampa Bay Business Journal OUTstanding Voices, 40 Under 40, and Philanthropist of the Year.


    In this episode, we talked to Tommy about his projects, the common mistakes investors tend to make, prioritizing your focus as an investor, his upcoming book, challenges he faced, and much more.

    Announcement: Join the Apartment Investing Mastermind here starting at just $89.

    Renovating Distressed Assets;

    02:39 Tommy's background;

    08:18 Projects he's focused on today;

    09:37 Common mistakes the investors make;

    14:39 Prioritizing the focus;

    17:24 His vision for the future and strategy;

    21:27 Tommy's upcoming book;

    24:08 Challenges he faced in the market;

    26:40 Round of Insights

    Announcement: Don’t miss the Best Ever Conference this year on April 10th to 12th. Use my code CASMON15 for 15% off!

    Round of Insights

    Apparent Failure: The consequences of the pandemic in 2020.

    Digital Resource: Audible.

    Most Recommended Book: 10x Is Easier Than 2x.

    Daily Habit: Having a cup of tea every morning.

    #1 Insight for investing in distressed assets: Don’t trust the deals that are too good to be true.

    Best Place to Grab a Bite in Tampa, FL: The Tampa Club.

    Contact Tommy:

    https://www.tommywhitehead.com/

    Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

  • KAYR, the co-founder of KAYJAY Consulting, embodies the epitome of success through his ventures on Wall Street and his remarkable journey in real estate. Originating from Philadelphia, KAYR overcame numerous obstacles to become the first in his circle to pursue higher education, ultimately graduating with a bachelor's degree in history from Bowdoin College and an MBA from the Tuck School of Business at Dartmouth College. His entrepreneurial spirit led him to establish a multi-million dollar real estate investment company, boasting over 150 rental units, showcasing his adeptness at building enterprises from the ground up.

    As a real estate investor, KAYR has curated a team of experts to facilitate property identification, acquisition, and ongoing management. Additionally, he is a licensed real estate salesperson, actively engaged in Philadelphia's Homeowners Associations, and renowned for his impactful roles as a transformational speaker, life coach, and business consultant. With notable career-spanning positions at prestigious firms like Goldman Sachs and Truist Securities, KAYR's influence extends beyond business into community service, as demonstrated by his board memberships and nominations for prestigious leadership awards. His inspirational journey and achievements have been featured in prominent publications and even in a chapter of Elijah Anderson's book, "Black in White Space: The Enduring Impact of Color in Everyday Life."

    In this episode, we talked to KAYR about his journey from the streets to Wall Street, his transition to real estate and its challenges, differences between investing in real estate versus the stock market, and KAYJAY Consulting.

    Announcement: Join the Apartment Investing Mastermind here.

    Scaling a Real Estate Portfolio;

    02:28 KAYR’s background;

    11:41 From Wall Street to real estate investing;

    16:55 Real estate vs. the stock market;

    20:04 Challenges that KAYR faced during his transition;

    22:35 KAYJAY Consulting and the benefits they provide;

    24:46 Advice for living a better life;

    29:09 Round of insights

    Announcement: Join us at this year’s REWBCON event here.

    Round of Insights

    Apparent Failure: Having a wake-up call and realizing he can do better during early school years.

    Digital Resource: Buildium.com

    Most Recommended Book: Clockwork

    Daily Habit: Having some personal time, focusing on his thoughts, and achieving mindfulness.

    #1 Insight for scaling a portfolio: One needs to master the basics within the market.

    Best Place to Grab a Bite in Philadelphia, PA: Five Guys

    Contact KAYR:

    https://www.kayjayconsulting.net/

    Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

  • Josh Appelman's entrepreneurial journey commenced in 2009 when his flooring installation company embarked on a path of success, catering to multiple Fortune 500 companies. Over the ensuing decade, he fine-tuned his leadership acumen, propelling the company to Inc. 500/5000 recognition for five consecutive years. Leading 52 employees across 9 locations with 300+ flooring crews, Josh's strategic implementation of systems and procedures significantly contributed to annual sales of $10.5 million, maintaining consistent profitability.

    In 2017, Josh inaugurated his second chapter in real estate, constructing a 15,000 sqft office and warehouse to accommodate the expansion of his company. His business acuity extended beyond operational needs, as he sub-leased space to three other companies, offsetting the building's costs. Leveraging his leadership skills, Josh swiftly amassed over 150 units, steering his team towards a more extensive portfolio. Now venturing into the third chapter of his journey, Josh envisions disrupting the industry with innovative property management approaches, aspiring to positively impact the lives of 10,000 people in the next decade.

    In this episode, we talked to Josh about deal flow, its challenges and how he overcomes them, building a proper reputation, his insight on closing deals, the transition to being an owner-operator, advice for property owners that don’t have a background in construction work, and much more.

    Announcement: Join the Apartment Investing Mastermind here for just $89/mo.

    Scaling Portfolios and Trusting the Process;

    02:08 Josh's background;

    03:12 The challenge of deal flow and how Josh overcomes it;

    07:56 How to build a strong reputation;

    14:13 An insight on closing deals;

    19:47 The transition to being an owner-operator;

    22:53 Advice for property owners who don't have a background in construction;

    31:12 Round of Insights

    Announcement: Don’t miss the Best Ever Conference this year on April 10th to 12th. Use my code CASMON15 for 15% off!

    Round of Insights

    Apparent Failure: Losing an opportunity to a larger firm.

    Digital Resource: The Miracle Morning App

    Most Recommended Book: Turning Pro

    Daily Habit: Waking up at 4 a.m. and fulfilling the morning routine.

    #1 Insight for scaling a multifamily portfolio: Keeping in mind the key factors, which are growing organically, and working on a model that supports you, your family and your long-term vision.

    Best Place to Grab a Bite in Cincinnati, OH: Jeff Ruby’s Steakhouse.

    Contact Josh:

    https://appelmancapital.com/

    Podcast: https://appelmancapital.com/podcast/

    Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

  • Anthony Trucks is a former Foster Child, NFL Football Player, Competitor on American Ninja Warrior, Bestselling Author, and Identity Shift Coach. From foster care to the NFL, to successful business owner, Anthony Trucks has accomplished what statistics would say is impossible. As the founder of “Dark Work” and creator of the “Dark Work Experience” Anthony teaches people how to access the power of their identity through Dark Work to tap into their full potential, and Make Shift Happen!

    In this episode we talked to Anthony about his life, his experience in shifting it, the Dark Work platform, shifting and/or creating one’s identity and self-confidence, his upcoming guest events, and much more.

    Announcement: You can join the Apartment Investing Mastermind here.

    Identity Shift;

    02:22 Anthony's background;

    09:07 Shifting the tide;

    12:22 The Dark Work platform;

    19:22 Creating the identity and self-confidence;

    35:10 Upcoming events for Anthony;

    36:43 Round of insights

    Announcement: You can check this year’s REWBCON event here.

    Round of Insights

    Apparent Failure: A failing marriage that caused Anthony to take inventory, and improve himself and his perspective significantly.

    Digital Resource: A proper calendar.

    Most Recommended Book: Identity Shift.

    Daily Habit: Following up with his morning routine and taking control of his “me time”.

    #1 Insight for making an identity shift: Do the work of the dark, so you can win in the light.

    Best Place to Grab a Bite in the West Coast: Hawaiian Time

    Contact Anthony:

    https://www.anthonytrucks.com/

    https://www.instagram.com/anthonytrucks/

    Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

  • Jason Baik, a distinguished professional in the realm of data science, boasts a stellar career marked by his tenure as the Former Director and Vice President of Data Science. Armed with a B.A. in Economics from Northwestern, he possesses a solid academic foundation that laid the groundwork for his decade-long journey in leveraging data to optimize advertising expenditure for Fortune 500 clients. His expertise extends beyond mere analytics; Jason is a visionary who transforms raw numbers into actionable insights, steering advertising strategies towards unprecedented success.

    In 2021, Jason Baik made a strategic move to join CCG, where he continues to leave an indelible mark on the industry. Recognized as a true lover of numbers, he thrives on the intricacies of data, channeling this passion into installing robust processes and elevating operational efficiency. With a unique blend of analytical acumen and a penchant for process optimization, Jason stands as a driving force in the dynamic landscape of data science.

    In this episode, we talked to Jason about his current endeavors, CCG and his partnership there, common challenges people face with underwriting, and much more.

    Announcement: You can join the Apartment Investing Mastermind here.

    Multifamily deals;

    02:35 Jason's background;

    05:18 What's Jason up to today;

    08:50 Jason's current partnership;

    15:48 Common challenges with underwriting;

    21:01 An insight on the data;

    27:38 Round of insights

    Announcement: Don’t miss the Best Ever Conference this year on April 10th to 12th. Use my code CASMON15 for 15% off!

    Round of Insights

    Apparent Failure: Over-renovating during his management of single-family homes

    Digital Resource: Google Workspace.

    Most Recommended Book: Who Not How.

    Daily Habit: Journaling daily.

    #1 Insight for underwriting multifamily deals: Always starting with the big picture, and then gradually scale to detail work.

    Best Place to Grab a Bite in New Jersey: Sushi Palace.

    Contact Jason:

    https://www.compoundingcapitalgroup.com/

    Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

  • Tony Lopes is the CEO of Dirty Boots Capital, which focuses on helping clients achieve more freedom, wealth, peace, and certainty. In this episode, Tony discusses how he utilized real estate investing to retire at 44 years old and the lessons he’s learned along the way. He reflects on the value of knowing your own strengths and using the power of networking in an industry where most people share their knowledge for free.

    In this episode we talked to Tony about his investments, private money lenders and how to forge strong relationships with them, the importance of networking, and much more.

    Announcement: You can join the Apartment Investing Mastermind here.

    Building a Network as an Introvert;

    02:25 Tony's background;

    09:10 An insight into Tony's investments;

    10:46 Forging relationships and private money lenders;

    20:46 An insight on networking;

    29:52 The best way to reach out to Tony;

    31:37 Round of insights

    Announcement: You can check this year’s REWBCON event here.

    Round of Insights

    Apparent Failure: Property maintenance taking too long.

    Digital Resource: Hiring freelancer VAs from all over the world.

    Most Recommended Book: Who Not How, and The One Thing.

    Daily Habit: Working out first thing in the morning, meditating afterward, and thinking about daily priorities.

    #1 Insight for building a powerful network: Reaching out and connecting with people via social media without any reluctance: “just do it!”.

    Best Place to Grab a Bite in Gulf Coast, FL: Finn’s Dockside Bar & Grill

    Contact Tony:

    https://dirtybootscapital.com/

    Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

  • Devin Elder, the sole owner of DJE Texas Management Group LLC, oversees the acquisition, repositioning, and disposition of diverse real estate projects in Central Texas. With a track record of over 200 successful renovations, ranging from $10k to $3M+, DJE has never incurred investor capital losses. As of February 2024, DJE Properties, the in-house property management firm, oversees a multifamily portfolio of 2,147 units in San Antonio. Before venturing into real estate, Devin earned a Bachelor of Business Administration from the University of Texas at San Antonio and enjoyed a successful corporate career at Rackspace and 3M.

    In addition to his real estate endeavors, Devin is the host of The DJE Podcast and co-founder of ApartmentEducators.com. He founded The DJE Foundation in 2020, supporting various charitable causes. As the Co-Founder of Accelerated Commercial Real Estate and a member of a private CEO advisory board, Mr. Elder maintains a robust network of professionals contributing to the ongoing success and growth of DJE.

    In this episode, we talked to Devin about challenges in the transition to multifamily investing from single-family, how his portfolio looks like today, his approach on focus, and what to focus, the DJE income fund, and much more.

    Announcement: You can join the Apartment Investing Mastermind here.

    Multifamily Investment;

    02:34 Devin's background;

    04:43 Challenges in the transition to multifamily investing;

    15:18 How Devin's portfolio looks like today;

    28:22 His approach on what to focus;

    30:26 The DJE income fund;

    34:28 Round of insights

    Announcement: Don’t miss the Best Ever Conference this year on April 10th to 12th. Use my code CASMON15 for 15% off!

    Round of Insights

    Apparent Failure: Losing his job before his entrepreneurship endeavors.

    Digital Resource: AppFolio

    Most Recommended Book: Who Not How

    Daily Habit: Waking up early and working out.

    #1 Insight for multifamily investing: Never stop educating yourself.

    Best Place to Grab a Bite in San Antonio, TX: Pinkerton’s Barbecue.

    Contact Devin:

    https://djetexas.com/

    Make sure you listen to the previous episode Devin joined "Ep. 226: Creating an Integrated Multifamily Business with Devin Elder".

    Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.