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  • 171. How to Vet Real Estate Deals and Sponsors Before You Invest with Wayne Courreges III
    2025/06/18
    Check the episode transcript hereABOUT WAYNE COURREGES IIIWayne is passionate about helping busy professionals build generational wealth by offering the opportunity to passively invest in commercial real estate syndications. His company, CREI Partners currently has over $50 million in assets under management in Texas, Louisiana, and Alabama. To build wealth for investors, Wayne focuses primarily on acquiring apartment communities and developing RV/Boat and Business Storage in areas with strong market fundamentals along with strategic partner relationships. Based out of Central Texas, Wayne leads the investment lifecycle and investor relations for CREI Partners as the Lead Sponsor and General Partner. Wayne started his real estate journey while serving in the US Marine Corps. After completing his service as a Marine Corps Corporal in 2007, he started a career with a Fortune 125 commercial real estate firm that spanned 16 years before focusing full-time on real estate investments. THIS TOPIC IN A NUTSHELL: · From serving the Marine Corps to Real Estate Investing· Founding CREI Partners · Getting into the Syndication space· First Multifamily Acquisition · Direct-to-seller approach and Due diligence · Deal Structure & Underwriting Philosophy· Approach to Acquisitions· Navigating Challenges Post-Purchase and Market Dynamics· Advice on vetting sponsors· CREI Partners portfolio· Connect with Wayne KEY QUOTE: We’re not in the business of winning bidding wars. We’re in the business of finding value." ABOUT THE WESTSIDE INVESTORS NETWORK The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication. The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com. #RealEstateSyndication #VetTheSponsor #MultifamilyInvesting #PassiveInvesting #RealEstateDeals #CREInvesting #SponsorDueDiligence #BuildWealth #FinancialFreedom #CashFlowInvesting #RealEstateStrategy #LongTermWealth #RiskManagement #EconomicResilience #AssetProtection #InvestorEducation #SmartInvesting #ApartmentInvesting #DirectToSeller #UnderwritingDeals #CRESponsors #RealEstateReturns #RealEstateCashFlow #RealEstateInvestor #CREAcquisitions #RealEstatePortfolio #WealthStrategy #GenerationalWealth #CashFlowRealEstate #InvestorRelations #EntrepreneurMindset CONNECT WITH WAYNE:Website: https://www.creipartners.comLinkedIn: www.linkedin.com/in/wacourregesiiiFacebook: https://www.facebook.com/creipartnersInstagram: @creipartners CONNECT WITH US For more information about investing with AJ and Chris: · Uptown Syndication | https://www.uptownsyndication.com/ · LinkedIn | https://www.linkedin.com/company/71673294/admin/ For information on Portland Property Management: · Uptown Properties | http://www.uptownpm.com · Youtube | @UptownProperties Westside Investors Network · Website | https://www.westsideinvestorsnetwork.com/ · Twitter | https://twitter.com/WIN_pdx · Instagram | @westsideinvestorsnetwork · LinkedIn | https://www.linkedin.com/groups/13949165/ · Facebook | @WestsideInvestorsNetwork · Tiktok| @WestsideInvestorsNetwork · Youtube | @WestsideInvestorsNetwork
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    41 分
  • 170. Aligning Investment Strategy with Life Goals with Jorge Vazquez
    2025/06/11
    Check the episode transcript hereABOUT JORGE VAZQUEZJorge Vazquez is the CEO and co-founder of Graystone Investment Group, bringing over 20 years of experience in the real estate industry. With more than 3,500 transactions to his credit, Jorge’s expertise and dedication have been recognized in Forbes, and he led Graystone to win the prestigious Best of Florida Award in 2023. Throughout his career, Jorge has engaged in every type of real estate transaction imaginable, including “Subject to,” “house hacking,” “non-performing notes,” “corporate rentals,” Airbnb, wraparound mortgages, private notes, short sales, REOs, and more. His journey in real estate began as a licensed financial advisor, where his clients’ interest in real estate investments inspired him to transition full-time into the industry. When asked what is most gratifying, Jorge loves it when a client tells him, “Jorge, I retired because of you” or, “I was able to put my kids through college because of you.” THIS TOPIC IN A NUTSHELL: Jorge's journey in real estate Aligning Investment Strategy with Life GoalsReal Estate as a Retirement AlternativeShort-term vs Long-term rentalsOwning a property vs becoming a private lenderSingle-family homes vs. multifamily Market Outlook & Florida-Specific InsightInsights on Interest rates and inventoryManaging Risk & GrowthProperty tax assessments and Insurance tipsTargeting Properties with Forced Equity Connect with Jorge KEY QUOTE: “Your investment doesn’t have to be your favorite street. It has to make money.” ABOUT THE WESTSIDE INVESTORS NETWORK The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication. The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com. #RealEstateInvesting #FinancialFreedom #RentalPortfolio #HouseHacking #BuyAndHold #EquityBuilding #PassiveIncome #LongTermWealth #DiversifyWithRealEstate #RealEstateGoals #InvestmentStrategy #RealEstateAdvisor #LegacyWealth #RiskManagement #PrivateLending #ShortTermRentals #LongTermRentals #RealEstateEmpire #SmartInvesting #FloridaInvesting #TampaRealEstate #WealthStrategy #CashFlowProperties #RealEstateTips #RealEstateMentorship #AssetBuilding #HighEquityDeals #RetirementPlanning #WealthMindset #RealEstateWisdom CONNECT WITH JORGE:Email: jorge@graystoneig.comWebsite: https://graystoneig.comLinkedIn: https://www.linkedin.com/in/jorgevazquezjr CONNECT WITH US For more information about investing with AJ and Chris: · Uptown Syndication | https://www.uptownsyndication.com/ · LinkedIn | https://www.linkedin.com/company/71673294/admin/ For information on Portland Property Management: · Uptown Properties | http://www.uptownpm.com · Youtube | @UptownProperties Westside Investors Network · Website | https://www.westsideinvestorsnetwork.com/ · Twitter | https://twitter.com/WIN_pdx · Instagram | @westsideinvestorsnetwork · LinkedIn | https://www.linkedin.com/groups/13949165/ · Facebook | @WestsideInvestorsNetwork · Tiktok| @WestsideInvestorsNetwork · Youtube | @WestsideInvestorsNetwork
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    35 分
  • 169. How to Build a Thriving Real Estate Team by Age 25 with Chris Williams
    2025/06/04
    Check the episode transcript hereABOUT CHRIS WILLIAMSChris A. Williams is a 25-year-old Owner of The Assets Real Estate Team/ Owner of 1st Class Real Estate Equity Group/ Real Estate Investor & Entrepreneur. He leads a top-ranked team responsible for representing buyers and sellers of distinguished properties throughout the Hampton Roads area. After years of being a Top Agent in his market, Chris started the Assets Real Estate Team. His goal is to train and empower others, regardless of appearance or background, to be dominant forces in the Real Estate industry and the biggest Asset to their clients. Today, Chris now specializes as a Real Estate Investor and teaches Real Estate Agents and new Real Estate Investors how to make their money. THIS TOPIC IN A NUTSHELL: From Football Dreams to Real Estate HustleBreaking In During the COVID EraWorking hard vs. working smartBecoming a Team LeaderTraining and replicating success in new agentsTurning a stale listing into a successful dealCreative deal structuringStrategic Investment PhilosophyEvaluating each property’s best useBuilding wealth with commission dollarsGiving Back Through EducationConnect with Chris KEY QUOTE: “If I can replicate success with one person, I can replicate it with many.” ABOUT THE WESTSIDE INVESTORS NETWORK The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication. The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com. #RealEstateInvesting #CreativeFinancing #SubjectToDeals #RealEstateAgentLife #BuyAndHold #RealEstateTeam #YoungInvestors #EntrepreneurMindset #FinancialFreedom #BuildingWealth #PassiveIncome #HouseHacking #FixAndFlip #WholesaleRealEstate #RealEstateCoach #RealEstateMentorship #SalesLeadership #LeadGeneration #RealEstateStrategies #AssetBuilding #RealEstateSuccess #ScalingRealEstate #REIBusiness #RealEstateBroker #LongTermWealth #InvestSmarter #StartYoung #CashFlowRealEstate #RealEstateKnowledge #PassiveIncome CONNECT WITH CHRIS:Website: https://www.iamchrisawilliams.comYouTube: https://www.youtube.com/@iamchrisawilliamsInstagram: https://www.instagram.com/iamchrisawilliamsLinkedIn: https://www.linkedin.com/in/iamchrisawilliams CONNECT WITH US For more information about investing with AJ and Chris: · Uptown Syndication | https://www.uptownsyndication.com/ · LinkedIn | https://www.linkedin.com/company/71673294/admin/ For information on Portland Property Management: · Uptown Properties | http://www.uptownpm.com · Youtube | @UptownProperties Westside Investors Network · Website | https://www.westsideinvestorsnetwork.com/ · Twitter | https://twitter.com/WIN_pdx · Instagram | @westsideinvestorsnetwork · LinkedIn | https://www.linkedin.com/groups/13949165/ · Facebook | @WestsideInvestorsNetwork · Tiktok| @WestsideInvestorsNetwork · Youtube | @WestsideInvestorsNetwork
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    31 分
  • 168. Self-Directed IRAs Made Simple with Adam Bergman
    2025/05/21
    Check the episode transcript hereABOUT ADAM BERGMAN Adam Bergman is an author, former tax and ERISA attorney, and the founder of IRA Financial - an industry leader in self-directed retirement solutions. Through Adam’s leadership, IRA Financial has helped over 25,000 clients take control over their retirement and invest over $4.6 billion of retirement funds into alternative assets. Adam has authored 9 books on self-directed retirement plans, and is a leading voice in the self-directed retirement industry. Prior to starting IRA Financial, Mr. Bergman was a tax and ERISA attorney at White & Case LLP, Dewey LeBoeuf LLP, and Thelen LLP, three of the most prominent corporate law firms in the world. He received his B.A. (with distinction) from McGill University and his law degree (cum laude) from Syracuse University College of Law. He then went on to receive his Masters of Taxation (LL.M.) from New York University School of Law. He is a member of the Tax Division of the American Bar Association and New York State Bar Association. THIS TOPIC IN A NUTSHELL: Adam’s career and transition to retirement advisoryWhat Is a Self-Directed IRA?Tax Benefits of Self-Directed IRAsSolo 401(k)s for Business OwnersIRA Financial’s Client ExperienceCommon Use Cases for Real Estate InvestorsFreedom of Investment ChoiceSolo 401(k) vs IRA: Key DifferencesThe Power of Compounding & Roth AccountsConnect with Adam KEY QUOTE: "The goal isn’t just to get rich. It’s to get rich tax-free." ABOUT THE WESTSIDE INVESTORS NETWORK The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication. The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com. #RealEstateInvesting #SelfDirectedIRA #Solo401k #TaxFreeInvesting #AlternativeAssets #RetirementPlanning #WealthBuilding #IRAInvesting #FinancialFreedom #PassiveIncome #InvestWithIRA #DiversifyYourPortfolio #CheckbookControl #RothIRA #PreTaxIRA #TaxDeferredGrowth #HardAssets #TangibleAssets #SelfDirected401k #RealEstateIRA #PrivateInvestments #RealAssets #IRACompliance #InvestmentFreedom #RetirementWealth #AssetControl #SmartInvesting #WealthStrategy #RecessionResistant #LongTermWealth CONNECT WITH ADAM:Website: https://www.irafinancial.comYouTube: IRA FinancialLinkedIn: https://www.linkedin.com/in/adambergman1 CONNECT WITH US For more information about investing with AJ and Chris: · Uptown Syndication | https://www.uptownsyndication.com/ · LinkedIn | https://www.linkedin.com/company/71673294/admin/ For information on Portland Property Management: · Uptown Properties | http://www.uptownpm.com · Youtube | @UptownProperties Westside Investors Network · Website | https://www.westsideinvestorsnetwork.com/ · Twitter | https://twitter.com/WIN_pdx · Instagram | @westsideinvestorsnetwork · LinkedIn | https://www.linkedin.com/groups/13949165/ · Facebook | @WestsideInvestorsNetwork · Tiktok| @WestsideInvestorsNetwork · Youtube | @WestsideInvestorsNetwork
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    32 分
  • 167. Buy Smart, Add Value, and Scale Fast with Self Storage with Joe Downs
    2025/05/14
    Check the episode transcript hereABOUT JOE DOWNSJoe is a lifelong entrepreneur with business ventures spanning securities, mortgage, hospitality, and real estate industries. He co-founded The Belrose Group to pursue opportunities within the niche Self-Storage sector of Commercial Real Estate. He is actively involved in the organization's growth and management. Under his direction, the firm has evolved from traditional self-storage acquisition & investment and expanded to include development and consulting divisions. Joe loves nothing more than connecting with people and where possible, helping them achieve specific goals. He serves as a facilitator & educator through the Self-Storage Academy and Mastermind, where he is regularly featured as an expert speaker on the asset class. THIS TOPIC IN A NUTSHELL: Joe's entrepreneurial journeyExploring other Real Estate Niches Building a Distressed Mortgage BusinessEntry into Self-StorageScaling in the Storage IndustryValue-Add Strategies in Traditional Self-StorageTransition to B2B/Pro Storage Development of ‘Pro Storage’ ModelE-commerce Trends Fueling DemandAdvice for Aspiring Storage InvestorsConnect with Joe KEY QUOTE: “Real estate without tenants, toilets, and trash—that’s what caught my attention about storage." ABOUT THE WESTSIDE INVESTORS NETWORK The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication. The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com. #RealEstateInvesting #SelfStorageInvestor #ValueAddStrategy #StorageInvesting #CommercialRealEstate #B2BStorage #ProStorage #SelfStorageDevelopment #StorageConversions #StorageOpportunities #CREInvestor #AlternativeInvestments #CashFlowAssets #StorageExpansion #SelfStorageFacility #InvestInStorage #PassiveIncome #WealthBuilding #StorageUnits #StorageBusiness #CommercialStorage #IndustrialStorage #StorageGrowth #CREStrategies #LongTermWealth #RecessionResistant #HardAssets #TangibleAssets #SmartInvesting #AssetBacked CONNECT WITH JOE:Website: https://www.belroseam.comEmail: joe@bellroseam.comLinkedIn: https://www.linkedin.com/in/joe-downs-7990851 CONNECT WITH US For more information about investing with AJ and Chris: · Uptown Syndication | https://www.uptownsyndication.com/ · LinkedIn | https://www.linkedin.com/company/71673294/admin/ For information on Portland Property Management: · Uptown Properties | http://www.uptownpm.com · Youtube | @UptownProperties Westside Investors Network · Website | https://www.westsideinvestorsnetwork.com/ · Twitter | https://twitter.com/WIN_pdx · Instagram | @westsideinvestorsnetwork · LinkedIn | https://www.linkedin.com/groups/13949165/ · Facebook | @WestsideInvestorsNetwork · Tiktok| @WestsideInvestorsNetwork · Youtube | @WestsideInvestorsNetwork
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    50 分
  • 166. Why Hard Assets Are the Key to Generational Wealth with Ben Reinberg
    2025/05/07
    Check here to view the episode transcriptABOUT BEN REINBERGBen Reinberg is the CEO of Alliance Consolidated Group of Companies, an investor, mentor, educator, and philanthropist. Ben Reinberg is living proof that wealth can start with you and last for generations to come. Becoming a principal owner at the young age of 23, Ben has spent the last 30 years building a $500 million commercial real estate empire from the ground up. He has acquired and managed billions of dollars of properties, developing millions of square feet of office, industrial, and medical properties throughout the United States, with offices in Deerfield, Illinois and Newport Beach, California. Ben has earned a reputation as a visionary and futurist, known for being first to market and unapologetically bold in his acquisition and investment strategies. THIS TOPIC IN A NUTSHELL: Ben’s Origin StoryFinding a Niche in Commercial Real EstateBuilding Wealth the Smart WayThe Power of Daily DisciplineLessons in Leadership and Team BuildingMentorship and Paying It ForwardAuthentic Branding and Thought LeadershipLegacy, Balance, and Living with PurposeConnect with Ben KEY QUOTE: “Empires aren't built overnight. It's with the right blueprint. It's one step at a time. It's one brick at a time.” ABOUT THE WESTSIDE INVESTORS NETWORK The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication. The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com. #HardAssets #TangibleAssets #RealAssets #InflationHedge #CommercialRealEstate #CREInvestor #CREInvestment #RealEstateInvesting #RealEstateInvestor #MultifamilyInvesting #RealEstatePortfolio #CashFlowRealEstate #RentalIncome #ProtectYourWealth #RiskManagement #AssetProtection #WealthStrategy #RecessionProof #EconomicResilience #PreserveCapital #BuildWealth #WealthBuilding #FinancialFreedom #PassiveIncome #CashFlow #SmartInvesting #LongTermWealth #LegacyWealth #GenerationalWealth #EntrepreneurMindset CONNECT WITH BEN:Website: https://www.alliancecgc.comLinkedIn: https://www.linkedin.com/company/allianceconsolidatedgroupInstagram: https://www.instagram.com/alliancecgcFacebook: https://www.facebook.com/AllianceCGC CONNECT WITH US For more information about investing with AJ and Chris: · Uptown Syndication | https://www.uptownsyndication.com/ · LinkedIn | https://www.linkedin.com/company/71673294/admin/ For information on Portland Property Management: · Uptown Properties | http://www.uptownpm.com · Youtube | @UptownProperties Westside Investors Network · Website | https://www.westsideinvestorsnetwork.com/ · Twitter | https://twitter.com/WIN_pdx · Instagram | @westsideinvestorsnetwork · LinkedIn | https://www.linkedin.com/groups/13949165/ · Facebook | @WestsideInvestorsNetwork · Tiktok| @WestsideInvestorsNetwork · Youtube | @WestsideInvestorsNetwork
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    28 分
  • 165. How to Understand Commercial Sectors and Market Trajectories with Caleb David
    2025/04/30
    Check the episode transcript hereABOUT CALEB DAVIDCaleb is the Principal of David Commercial Real Estate. Creating space for people to be seen, heard and known makes Caleb David come alive. His love for the Front Range community, partnership, and connecting with people has helped Caleb to become one of the leading brokers in the Colorado Springs market. He provides reliable expertise in office, medical, retail, industrial and land markets. As an investor and owner of commercial real estate himself, Caleb brings a unique perspective and solid advice to his local, national and international clients. An epicurean at heart, Caleb loves traveling and sitting down to a delicious meal with friends and family. THIS TOPIC IN A NUTSHELL: Caleb’s journey to Commercial Real Estate Flex warehouse deal in Colorado SpringsImportance of maintaining a broader perspective in brokerageCommercial real estate Insights and multiple sectors Acquisition of CRE property and value-add planMarket awareness and understanding local dynamicsStrategies for evaluating tenants Connect with Caleb KEY QUOTE: “As a broker, my job is not to just be like, hey, let's go find you something. It's like, no, let's find the best opportunity and get you connected with all of the right people that can help you financially get to the place where in three years when I come to visit you, you're still smiling.” ABOUT THE WESTSIDE INVESTORS NETWORK The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication. The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com. #CommercialRealEstate #CRE #CommercialProperty #OfficeSpace #RetailSpace #IndustrialRealEstate #CREDeals #CREMarket #CREDevelopment #CommercialBroker #RealEstateBroker #CREBroker #TopBroker #BrokerLife #RealEstateAdvisor #CREBrokerage #LicensedBroker #CommercialSector #UrbanDevelopment #CommercialGrowth #MixedUseDevelopment #BusinessRealEstate #CorporateRealEstate #RealEstateDevelopment #RealEstateInvestor #CREInvestor #InvestInRealEstate #RealEstatePortfolio #CashFlow #PassiveIncome #WealthBuilding CONNECT WITH CALEB:LinkedIn: www.linkedin.com/calebdavid Instagram: www.instagram.com/calebdavidFacebook: www.facebook.com/calebdavid TikTok: @caleb25david CONNECT WITH US For more information about investing with AJ and Chris: · Uptown Syndication | https://www.uptownsyndication.com/ · LinkedIn | https://www.linkedin.com/company/71673294/admin/ For information on Portland Property Management: · Uptown Properties | http://www.uptownpm.com · Youtube | @UptownProperties Westside Investors Network · Website | https://www.westsideinvestorsnetwork.com/ · Twitter | https://twitter.com/WIN_pdx · Instagram | @westsideinvestorsnetwork · LinkedIn | https://www.linkedin.com/groups/13949165/ · Facebook | @WestsideInvestorsNetwork · Tiktok| @WestsideInvestorsNetwork · Youtube | @WestsideInvestorsNetwork
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    29 分
  • 164. How to Protect Your Real Estate Investments with Strategic Underwriting with Sam Morris
    2025/03/26
    Click to view episode transcriptABOUT SAM MORRIS Sam is the CEO of Sunset Capital, a vertically integrated real estate investment and asset management firm based in Houston. With over 23 years of experience in real estate, he has led acquisition and disposition teams on transactions exceeding $550 million. Sam's background as a corporate banker for 18 years involved facilitating over $1B in real estate financing, equipping him with a comprehensive understanding of property lifecycle management. THIS TOPIC IN A NUTSHELL: Sam’s background and journey in real estate Lender Inspections and Proactive Communication Current market conditions and Underwriting tipsMarket Dynamics and Deal Acquisition StrategiesUnderstanding Loan-to-Value Ratios Pros and cons of floating and fixed-rate debtCost Control in Asset Management The value of investing with experienced operatorsUnderstanding local marketsRaising capital challengesConnect with Sam KEY QUOTE: “It's okay to invest with somebody who's got some battle scars because they've been there and gone through it and they know how to get out on the other side. “ ABOUT THE WESTSIDE INVESTORS NETWORK The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication. The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com. #RealEstateInvesting #RealEstate #CreatingWealth #PassiveInvesting #AssetManagement #UnderwritingDeals #StrategicUnderwriting #CostManagement #ProactiveCommunication #FloatingRate #FixedDebt #LoanToValueRatio #FinancingStrategies #RaisingCapital #Lenders #Acquisitions #ValueAdd #Multifamily #Syndication #NetOperatingIncome #CostControl #RiskManagement #VerticalIntegration#FinancialFreedom #LongTermWealth #InvestmentStrategies #RealEstateInvestments #InvestmentOpportunities #SteadyCashFlow #LatestPodcastEpisode #PassiveWealth #JoinTheWINpod #DealDeepDive #WestsideInvestorsNetwork CONNECT WITH SAM:Website: https://www.sunset-capital.comFacebook: https://www.facebook.com/sunsetcapitalre Instagram: https://www.instagram.com/sunset_capital LinkedIn: https://www.linkedin.com/company/sunset-capital-tx/posts/?feedView=all CONNECT WITH US For more information about investing with AJ and Chris: · Uptown Syndication | https://www.uptownsyndication.com/ · LinkedIn | https://www.linkedin.com/company/71673294/admin/ For information on Portland Property Management: · Uptown Properties | http://www.uptownpm.com · Youtube | @UptownProperties Westside Investors Network · Website | https://www.westsideinvestorsnetwork.com/ · Twitter | https://twitter.com/WIN_pdx · Instagram | @westsideinvestorsnetwork · LinkedIn | https://www.linkedin.com/groups/13949165/ · Facebook | @WestsideInvestorsNetwork · Tiktok| @WestsideInvestorsNetwork · Youtube | @WestsideInvestorsNetwork
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    36 分