エピソード

  • 168. Self-Directed IRAs Made Simple with Adam Bergman

    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

    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

    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

    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

    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
  • 163. Creating Lasting Wealth: Why Asking the Right Questions Matter with Whitney Elkins-Hutten

    163. Creating Lasting Wealth: Why Asking the Right Questions Matter with Whitney Elkins-Hutten
    2025/03/19
    Click to view the episode transcriptABOUT WHITNEY ELKINS-HUTTENWhitney Elkins-Hutten is the Director of Investor Education at PassiveInvesting.com, founder of Ashwealth.com, and author of the award-winning #1 bestseller Money for Tomorrow: How to Build and Protect Generational Wealth. Through her proven wealth-building framework, Whitney empowers high-earning professionals and business owners to create secure, passive income streams that support a legacy of financial freedom for generations. With over $800MM in assets—including 6,500+ residential units, 15 express car washes, and 2,200+ self-storage units—Whitney guides clients to invest strategically, helping them confidently turn a single $100,000 investment into hundreds of thousands within a few years, or millions over decades. THIS TOPIC IN A NUTSHELL: Whitney’s background and journey to real estateAbout her book - Money for TomorrowCurrent market cycles and their impact on investments Understanding Investor Education and Relationships in Private EquityDiversifying Investment portfolios Investment Strategies and Risk ManagementIdentifying investment goals and risk tolerance Money management and Wealth creationUnderstanding the seven pillars of wealthConnect with Whitney Elkins-Hutten KEY QUOTE: “I've taken my fair share of punches as a limited partner investor. If you've been investing for more than ten years, you know that not all equity deals will perform 100%. It's all about not putting too much capital in any one deal that could sink you. I've seen investors violate that immutable law of passive investing over and over again.” 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 #LimitedPartners #MoneyForTomorrow #InvestorEducation #InvestmentGoals #MoneyManagement #WealthCreation #PillarsOfWealth #MarketCycles #RiskManagement #GenerationalWealth #PassiveIncomeStream #FinancialFreedom #StorageUnits #Multifamily #InvestorOperator #EquityDeals #LongTermWealth #InvestmentStrategies #RealEstateInvestments #InvestmentOpportunities #SteadyCashFlow #LatestPodcastEpisode #PassiveWealth #JoinTheWINpod #DealDeepDive #WestsideInvestorsNetwork CONNECT WITH WHITNEY:Website: https://ashwealth.comLinkedIn: https://www.linkedin.com/in/whitneyelkinshutten 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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    38 分
  • 162. Diversifying Your Portfolio in International Markets with Anne-Michelle Wand

    162. Diversifying Your Portfolio in International Markets with Anne-Michelle Wand
    2025/03/12
    Click here to view the episode transcript ABOUT ANNE-MICHELLE WANDInternational real estate expert and conscious investor. Former single mom turned successful real estate entrepreneur who now lives in paradise on a Caribbean island in Panama debt free. Anne Michelle enjoys her life from this dream location, creating intentional investment opportunities for high earning professionals to diversify outside the USA. With over 40 years of experience in real estate investments in emerging markets including Panama, Mexico, and the USA. She currently has a company called Passive Profit Partners that makes your money work for you instead of you working for your money. THIS TOPIC IN A NUTSHELL: Anne's initial foray into real estate investingHer journey to Panama and why she chose to invest thereGovernment initiatives to attract investorsInvestment Strategies and Future Projects in PanamaStarting a real estate franchise and creating a communityInvestment Opportunities & Advantages of Investing in PanamaReal Estate Development & Growth areasConnect with Anne-Michelle KEY QUOTE: “For me, it's much more than about ROI at this point in my life. I have to see it benefit people and the business on multilevels, bringing business into the communities to provide services for those people. It will benefit the entire community, and it'll provide the investors with significant ROI over the long term.” Summary of Business:Passive Profit Partners - We are a private investment fund with intentional and profitable real estate project development in Bocas del Toro, Panama. 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 #InvestmentFund #RealEstateDevelopment #LimitedPartners #RealEstateCommunity #FinancialFreedom #ConsciousInvestor #InternationalRealEstate #TrackRecord #LocationFreedom #Diversification #InternationalInvestments #BocasDelToro #Panama #BeyondBorders #InvestingAbroad #DebtFree #CarribeanIsland #PassiveProfitPartners #LongTermWealth #InvestmentStrategies #RealEstateInvestments #InvestmentOpportunities #SteadyCashFlow #LatestPodcastEpisode #PassiveWealth #JoinTheWINpod #DealDeepDive #WestsideInvestorsNetwork CONNECT WITH ANNE:Website: https://www.passive-profit-partners.comEmail: prosperity@a-lifeyoulove.com LinkTree: PassiveProfitPartners LinkTree 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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    30 分
  • 161. Breaking Misconceptions in a Competitive Market with Michael Voulgarakis

    161. Breaking Misconceptions in a Competitive Market with Michael Voulgarakis
    2025/03/05
    Check here for episode transcriptABOUT MICHAEL VOULGARAKISMichael Voulgarakis is a seasoned commercial real estate professional with over 19 years of experience in debt and equity underwriting, capital raising, and asset management. At Southgate Ventures, he has successfully acquired 26 properties, completed 18 full cycle deals in the Puget Sound region, and asset managed real estate valued at over $300M. He holds a Master's in Commercial Real Estate Finance and a Bachelor's in Business Administration, equipping him with both the academic and practical expertise to deliver results in today's market. THIS TOPIC IN A NUTSHELL: Insights on investing in blue citiesImportance of Evaluating Markets The impact of political perceptions Michael’s background and journey in real estateInvestment focus of Southgate Ventures Understanding market dynamics Discussion on Tenant-Landlord Laws in SeattleRent control and rent increase processTenant demographics Seattle vs. other West Coast markets.Economic growth drivers Property Taxes and Insurance Costs in Real EstateMarket Insights and Investment StrategiesEconomic Challenges in Portland and SeattleConnect with Michael KEY QUOTE: “Do not make an overarching assumption and a blanket statement about any market because I think what they're missing is opportunities to invest where other people are not. Go and talk to operators in that market and figure out what niche they have that they're making money in. “ Summary of Business:Southgate Ventures invests in value-add and core multifamily assets in the Seattle MSA, which is a talent magnet for industries of the future. It has incredibly favorable demographic trends including a high concentration of lucrative tech, aerospace, biotech, and medical jobs which equates to a very creditworthy tenant base. A population growth projected at 3X the US rate, a job growth rate projected at 2X the US rate, and high home purchase costs, indicate increased rental demand. 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 #BlueCities #Misconceptions #ValueAddMultifamily #WestCoastMarkets #CompetitiveMarkets #MarketFundamentals #DebunkingMyths #HighCostMarkets #RentControl #PacificNorthwest #CommercialRealEstate #SeattleMarket #MarketDynamics #RealEstateDynamics #UnderwritingDeals #TechCompanies #HousingDemand #HousingSupply #InvestmentStrategies #RealEstateInvestments #InvestmentOpportunities #SteadyCashFlow #LatestPodcastEpisode #PassiveWealth #JoinTheWINpod #DealDeepDive #WestsideInvestorsNetwork CONNECT WITH MICHAEL:Website: https://sreventures.comLinkedIn: https://www.linkedin.com/in/michaelvoulgarakis 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