Making Money in Multifamily Real Estate Show

Making Money in Multifamily Real Estate Show

This show covers everything to do with Multifamily Real Estate Investing to help you, the listener, become an expert in your real estate ventures. The host, Dave Morgia, brings on guests who are already experts in their respective fields to discuss what principles and practices they follow that has helped them achieve their success so far.


January 19, 2022 39 min

Paul's Background:

  • Paul is a multifamily and self storage investor based in Nashville. 
  • He started investing 5 years ago and he currently owns 96 apartments and 160 self storage units.
  • In this episode we cover:

  •  02:30 - Managing Assets By Yourself
     09:36 - Changing Investment Criteria When Bringing In Investors
     13:28 - Adjusting When Expenses Adjust
     17:57 - Return On Capex Dollars
     20:32 - Navigating The Future Of The Market
     25:36 - ...
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    Ken's Background:

  • Founder of KRI Partners and the KRI Group
  • 25 years of RE, banking, PE, and investing experience totaling over $2B in transactions
  • Background in accounting/finance and also licenses to broker in OH and FL
  • In this episode we cover:

  •  03:53 - Staying honest in the SEC's eyes
  •  07:56 - It's all about experience
  •  10:42 - Pay attention to deal structures
  •  14:42 - Face time with every investor
  •  18:36 - Creating a clear ...
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    Mandy's Background:

  • Entrepreneur, Multifamily Investor, Mama, Mindset Ninja, Women's Inspirational Leader, Eternal Learner, Coach, Dot Connector
  • In this episode we cover:

  •  01:06 - Mindset Ninja
  •  05:32 - Starting a mastermind/group
  •  08:16 - Continuing momentum after the initial interest
  •  11:07 - Your "Zone of Genius"
  •  17:07 - Value Value Value
  •  21:37 - Aim small get small, aim big get big
  •  28:34 - 5KQ1 - If you could only pic...
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    Juan's Background:

  • Founder of Gen Wealth Capital Group
  • Has over 900 units AUM totaling $83MM in Texas and Arizona
  • Host of the Commit to Wealth Podcast
  • In this episode we cover:

  •  02:06 - How Juan has been managing all of the deal transactions of late
  •  05:54 - Getting to the top of a broker's investor list
  •  08:13 - Building relationships is a marathon
  •  10:49 - Responsiveness can win a deal
  •  14:16 - Juan's underwriting workflow/cri...
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    Bob's Background:

  • Bob Lachance has been an active business owner and real estate investor since 2004. Bob is an entrepreneur by nature and currently owns, operates and manages many different businesses around the world. Bob helped create the top Real Estate Education and Mentor/Coaching program in existence today, FortuneBuilders, INC. Bob also created one of the premiere Real Estate Virtual Assistant Staffing companies, REVA Gl...
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    Michael's Background:

  • Michael was a high-net-worth insurance producer for about a decade, really at the top of his game there for a fortune 500 company. He transitioned to multifamily after dabbling into single family real estate, in 2015. He is a GP in over 1400 units and that's $74 million worth of assets, and that's across five states, Texas, Minnesota, Wisconsin, Alabama, New Mexico, and that's all through his gr...
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     Dave's Background:

  • Founder and President of Results Enterprises, creator of The Money Partner Formula. Dave has been investing in real estate since 2003
  • Host of the Property Profits Real Estate Podcast
  • Author of 8 books on marketing and real estate investing
  • In this episode we cover:

  •  03:12 - Dave's introduction to capital raising
  •  10:22 - Understanding investor motivation
  •  14:59 - Talking to someone who isn't a RE expert
  •  20:...
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    Chris' Background:

  • Chris Larsen is the founder and Managing Partner of Next-Level Income
  • Chris has been investing in and managing real estate for over 20 years. 
  • He bought his first single-family rental at age 21, while completing his M.B.A. in Finance at Virginia Tech
  • He began syndicating deals in 2016 and has been actively involved in over $400 million of real estate acquisitions.
  • In addition to real estate, Chris has invested in ...
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    Steve's Background:

  • Steve is the managing partner of Von Finch Capital
  • He has raised eight figures worth of capital for a bunch of commercial real estate deals
  • He has prior experience flipped over 200 houses
  • He is also the host of the Investor Mindset Podcast
  • In this episode we cover:

  •  03:07 - Where Steve found success
  •  06:18 - Skills that every successful investor has
  •  13:05 - Identifying challenges as opportunities
  •  16:14 - The decisi...
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    Jenny and Steve's Background:

  • Jenny and Steve are the founders of Vertical Street Ventures where they have quickly scaled to over 1000 units under managements in less than one year
  • Jenny has a background as a Sales Director at Proctor and Gamble for over a decade and focuses on the investor relations and asset management side of the business
  • Steve has a background in business consulting and focuses on acquisitions and key strategi...
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    Mark's Background:

  • SMK Capital Management is a family-owned and operated real estate investment company
  • Mark has been real estate investor for over 15 years and been involved on pretty much every facet of the deal cycle
  • He has been involved in over 120 properties with a combined value of over $1 billion and created and managed over 40 real estate partnerships with investors
  • In this episode we cover:

  •  02:00 - Outsized risk-adjusted r...
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    Yomesh's Background:

  • Cofounder of Exponential Equity which operates large multifamily and development deals
  • Real estate investor for over 14 years in the Charlotte area
  • In this episode we cover:

  •  05:06 - Yomesh's focus on operations
  •  08:33 - Course correcting
  •  13:01 - Measuring what matters
  •  17:32 - Areas for opportunity
  •  21:42 - Staff retention on a property
  •  25:26 - Growing to be vertically integrated
  •  29:24 - 5KQ1 - If you could o...
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    Josh's Background:

  • CEO of Freeland Ventures & Strategic Real Estate Coach
  • 3000+ units operated with over $40MM raised in total
  • Host of Accelerated Real Estate Investors Podcast
  • In this episode we cover:

  • 00:03:13 Josh's history impression of today's market
  • 00:06:37 Expectation of deal flow in 2021/22 and the JOBS act
  • 00:09:41 Underwriting competitively
  • 00:12:41 Shying away from your target market
  • 00:14:20 Evolution of inv...
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    Jeff's Background:

  • Executive Vice President of Adivo Contrsuction
  • Adivo is a national general contractor with over 50 years of combined construction expertise specializing in the value-add improvements of apartment communities.
  • They have completed over 100 projects over that time
  • In this episode we cover:

  • ?04:59 - Deep value adds and what you have to look at upgrading
  • ?14:12 - Highest return of your dollars
  • ?18:10 - Interiors or Exter...
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    Jerome's Background:

  • Founder of Myers Development Group where they focus on repositioning workforce housing
  • Host of Mid Atlantic Multifamily Investing Conference
  • Host of Multifamily Missteps
  • In this episode we cover:

  •  02:45 - Jerome's ideal opportunities in mom and pop sellers
  •  06:09 - No need to change strategies post-COVID
  •  09:40 - Why Jerome doesn't shy away from recourse debt
  •  14:51 - Finding partners organically
  •  19:47 - En...
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    Beau's Background:

  • Founder of Beau Beery Multifamily Advisors
  • He works in multifamily brokerage, northern half of Florida
  • Has a YouTube Channel Beau Knows Multifamily and his book out Multifamily Investors Who Dominate
  • In this episode we cover:

  •  02:17 - Beau's jump into his own brokerage
  •  06:09 - Current market sentiment
  •  15:50 - Buying right and becoming more qualitative
  •  21:31 - Seller's mentality in today's climate
  •  26:01...
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    Sam's Background:

  • Founder of Bates Capital which invests in multifamily and development projects throughout the southeast 
  • Bates Capital owns/operates 750 doors totaling over $100MM
  • In this episode we cover:

  •  02:32 - Intro to Sam's expertise in asset management
  •  07:31 - Vetting a PM and their work culture
  •  10:36 - What the weekly/monthly meetings with a PM look like
  •  16:31 - Clever KPIs to look at when evaluating performance
  •  18:52...
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    Hersh and Nick's Background:

  • Both active military in the US Navy
  • Founders of Raivu Capital
  • RaiVu Capital focuses on multifamily and MHP assets throughout the south
  • In this episode we cover:

  •  01:44 - RaiVu's step into MHP
  •  05:03 - Coaching investors on the differences in MHP vs traditional multifamily
  •  08:56 - Tenant owned vs property owned homes
  •  11:26 - Projects Raivu is comfortable getting into
  •  13:25 - How exit plans are thought ...
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    Gene's Background:

  • Founding partner of Trowbridge Law Group
  • They primarily deal in 506b and 506c fundraising campaigns. 
  • The firm has written offerings for more than 5 billion in money raised
  • Gene is also a former syndicator.
  • In this episode we cover:

  •  05:59 - Fundraising landscape through COVID
  •  07:30 - Benefits of 506b with a large investor pool
  •  11:58 - Moving to 506c is less risky
  •  13:48 - Raise via 506c is you know you're funde...
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    Kent's Background:

  • Kent is the managing director and partner at the firm Birge & Held, a vertically integrated multifamily private equity firm based in Indianapolis IN. 
  • They are one of the top apartment owners in the country with 15,000+ units
  • Kent focuses on mid-size multifamily deals in secondary and tertiary markets for the team
  • In this episode we cover:

  •  00:03:03 Targeting under 100 units
  •  00:07:03 Match investors' g...
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