Category Archives: Marketing & Finding Deals

Ep. 172 Jason Wojo: 4 Steps to Achieving Balance on Your Real Estate Journey

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The path to real estate success may look very different for each individual investor, but though the length and direction of the journey may vary, the destination remains the same: happiness. You became involved in real estate investing in order to better pursue the dream  of a successful, happy life, however you define it.

But what happens if you lose sight of that vision?

Real estate investing can serve as an excellent vehicle for realizing your life goals. Most likely, you’ve been drawn to investing because the greater control and flexibility it offers in determining your future. Despite this, some investors get caught in a vicious cycle of deal-chasing, never realizing a true sense of success and experience burnout.

To achieve a true work/life, you need actionable steps in place to ensure that your investment journey reaches a successful destination. This episode, we take a look at understanding the steps needed to reach your goal and how to incorporate those steps into your investment journey.

About Our Guest

jason-wojoThis episode we have Lifeonaire CEO, Jason Wojo, join us to discuss these steps. We’re very excited to have Jason with us for this topic.

Jason was able to rebuild his entire life from scratch and discover the true meaning of fulfillment and success by redefining his real estate vision. His passion and zeal for the Lifeonaire message led to him becoming a coach, speaker.

 

Achieving Balance on Your Real Estate Journey

  • Define Your Vision
    • Look beyond financial success when defining your vision – what do you want most out of life? Remember: investing is a means, not a destination
  • Meet Your Financial Needs
    • As you embark on your journey, keep your financial needs simple. Prioritize your finances to keep your vision in focus.
  • Generate Excess Income
    • Building off of stage 2, strategize your streamlined financials and start leveraging an excess income.
  • Invest into Income-producing Property
    • Use the excess income you’ve earned in stage 3 and start making that income work for you. Investing in income-producing property allows you to keep working towards your vision without getting bogged down in the endless cycle of deal-chasing.

Contact Jason

jasonwojo@lifeonaire.com

Ep. 171 Kim Lisa Taylor: Tips for Growing Your Real Estate Syndication Network

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Real Estate Syndication

It doesn’t take an investment guru to tell you about the obvious benefits to real estate syndication. Utilizing collective funds from an investor pool can help you scale your deals and increase your returns. But while investing using other people’s money sounds like an enticing strategy, there are not so many investors willing to take the leap into the syndication market.

Real estate syndication relies on the tried-and-true axiom:”know me, like me trust me”, only amplified. While this rule applies in any investment financing campaign, syndication can be arguably more hands-on. From keeping up-to-date on new and incoming regulations and legislation to establishing and maintaining your investor base, real estate syndication can be an imposing challenge for some investors.

However, with the right tools and resources, real estate syndication can help you realize and attain more ambitious investment goals and allow opportunity for greater returns.

This episode, we discuss the ins-and-outs of syndication – from legislative updates to marketing and growing your network.

About Our Guest

real estate syndicationWe are very excited for this week’s guest, Kim Lisa Taylor, Esq., to join us for this discussion on real estate syndication as means for financing. The founder of Syndication Attorneys, PLLC, Kim’s focus is on providing the legal and marketing tools entrepreneurs need for raising capital.

As a legal expert on syndication as well as an author and educational speaker, we couldn’t ask for a better fit to discuss real estate syndication.

You won’t want to miss this episode on tips for growing your real estate syndication network!

Contact and Investor Resources

If you want to find out more about Syndication Attorneys, PLLC’s professional services, or for a comprehensive archive of articles and educational resources, visit their website.

Ep. 166 David Childers: Why This Multifamily Investor is Bullish on Pensacola

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Multifamily markets are tightening up. Across Florida’s major markets, investors are having to adopt creative strategies to get a competitive edge on finding deals. The same is true in other multifamily markets throughout the country. Some investors are finding luck stepping outside their comfort zone. By expanding into adjacent markets and sub-markets that show potential, you may be able to tap into an overlooked investment opportunity.

That’s exactly what our guest this week decided to do.

David Childers is a multifamily investor based out of Nashville, TN. Finding a need to expand his investment reach outside of Nashville, David started looking at tertiary markets in which to venture. His search ended up bringing him to Pensacola, FL. David found the location and proximity to his home-base and promising economic strength of Pensacola an ideal climate for his next venture.

You won’t want to miss this episode on the Pensacola multifamily market!

About Our Guest

Pensacola multifamily

David has been involved in real estate investing for the past 15 years. After stumbling into the world of multifamily investing and property management with his first duplex at the age of 25, David has continued to grow his portfolio through a focused strategy to become one of the leading figures in Middle Tennessee’s multifamily market. In addition to actively expanding his portfolio, David is also a licensed real estate broker and Managing Member of Cedar Rock Capital.

Contact David

David is currently looking for accredited investors and brokers to source and partner on C + B/B- multifamily assets in Pensacola and throughout North Florida. If you are interested in working with David or have additional questions about his strategy you can reach him directly at:

dave@ria-inc.com or 615-479-8737

Ep. 161 Omar Khan: Understanding the Analytics of Multifamily Syndication

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For many investors, multifamily syndication is an intriguing and attractive way to scale investment goals. And with good reason. Syndicated funds can be used to leverage greater returns than you’d normally see investing on your own.

Syndication can be a great mutual benefit for both the syndicator and investor – if you understand what it takes for a good syndication deal.

Due diligence is important for any investment, but it’s especially true with syndications. In many ways the stakes are much higher. Whether your contributing capital for a syndication deal or you are the syndicator using using the capital of others, you need to understand the structure of a good deal.

That’s where analytics come in.

Understanding the Analytics of Multifamily Syndication

When you place your funds into a syndication pool, your putting a considerable amount of trust in the person actually making the investment. That’s why you should be aligning your investment goals with data-driven syndication deals.

If somebody is going to tell you your funds are in good hands, they better have the data and metrics to back that up. While no investment is zero-risk, a syndication deal backed by a comprehensive market and asset data analysis has much stronger prospects than one without.

About Our Guest

multifamily syndicationOmar Khan is a real estate investor with Boardwalk Wealth. Boardwalk Wealth is an investment firm that focuses on helping international investors find U.S. multifamily assets.

This episode, Omar discusses the importance of understanding the analytics of multifamily syndication and also shares why he is bullish on the Florida multifamily market.

For more information about Boardwalk Wealth services or to discuss Florida multifamily syndication deals, you can contact Omar directly at omar@boardwalkwealth.com.

 

 

 

 

Ep. 160 John Brewer: The Retail Investment Landscaping is Changing and Restuarants are Leading the Charge

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You’ve probably been hearing talk of the impending “retail apocalypse”. As long-standing retail chains fall by the wayside, retail center and strip mall landlords and investors are starting to get nervous. To listen to some people, you’d think that retail has all but bottomed out.

But you know not to buy into the hype.

A Changing Retail Investment Landscape

Yes, the retail investment landscape is changing, but that doesn’t mean it’s finished. In fact the retail investment landscape is undergoing a phase of rebirth – and restaurants are leading the way.

There is always going to be a demand for brick-and-mortar retail space. The trick is understanding how to meet that demand. Consumer priorities are changing and food, nightlife and entertainment are playing an increasingly important role in those changing tastes.

Where once there may have been only one restaurant concept per retail plaza or strip center, now you may find several operating successfully. And for the most part, this is happening right under investors’ noses. Retail investors and landlords who can recognize this changing landscape now can position themselves above competition.

About Our Guest

restaurant investmentJohn Brewer is a Partner in Azor Brewer Restaurant Advisors. As the ‘South Florida Resturant Guy’, John has over 20 years’ experience in restaurant operations and management. Partnering with retail center expert, Beth Azor (Ep. 142), John lends his expertise in finding the perfect fit for restaurateurs and landlords.

 

If you would like to find out more about Azor Brewer Restaurant Advisors, visit their website. You can also contact John directly at 561-573-7333.

 

 

 

Ep. 157 Scott Meyers: A Look at Florida’s Self-Storage Investment Market

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When you think about branching your investment strategy into a new real estate asset type, what usually comes to mind?

A transition into multifamily or commercial investing probably seems like the most likely course. But while multifamily gets the most time in the spotlight as the typical path for investors looking to scale their portfolio, you may find it a difficult market to break into. As popular markets like multifamily heat up, competition is becoming more fierce. However, there may be assets types that can offer equally lucrative investment opportunities that you have overlooked.

Florida’s Self-Storage Market

One such asset type that has quietly been growing into a dominant market in Florida’s real estate investing industry is self-storage. As rental demand rises, especially around dense urban centers like Orlando, Jacksonville, Tampa and Miami, the need for self-storage has been seeing parallel growth.

This is great news for investors as the demand for available storage space exists and it requires — relatively — less intensive management than traditional asset types.

This episode, we’re joined by investor and educator, Scott Meyers, as we discuss the current state of Florida’s self-storage investment market. A veteran investor, Scott was still focusing on traditional asset types when he discovered the investment potential of self-storage. Since then, he has not looked back.

Scott is particularly bullish on Florida’s self-storage market and has an active presence throughout the state.

About Our Guest

self-storage investingFor a self-storage discussion, we couldn’t have asked for a better guest than Scott. Scott has years of experience in the acquisition, development and syndication of self-storage properties.

As the Founder and President of SelfStorageInvesting.com, Scott has created a comprehensive platform for investors to learn about and engage in the self-storage market.

 

Ep. 155 Rick Melero: Flexible Investment Strategies Can Help You Keep Ahead of the Real Estate Cycle

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You don’t need to be an expert to know that the current real estate market cycle is winding down. As popular asset classes and sub-markets become more competitive, you may be finding your current investment strategies are not earning the returns you’d like. As we continue to feel the effects of a contracting market, you may be wondering what you can do as an investor to increase your earnings and ensure a successful strategy that can adapt with a changing cycle.

The good news is that real estate is a robust and varied industry. There’s more than one way you can earn money through real estate investing and there are creative, flexible investment strategies that you can develop to keep a strong portfolio even through market downturns.

Our guest this week discusses the power of flexible investment strategies as well and offers up a market overview for Florida’s I-4 corridor. We learn that, with an open mind and a will to adapt, there are still tons of opportunities open to investors!

You don’t want to miss this episode on building flexible investment strategies to keep you ahead of the real estate cycle!

About Our Guest:

real estate investment strategiesRick Melero is the Co-Founder and Principal of HIS Capital Group, a comprehensive real estate investment and lending group. Rick has assisted in the acquisition and restructuring of over $500 million in assets internationally.

Rick has worn many hats as a real estate investor. Early on, he realized there was a lot more to real estate investing than just wholesaling and single-family flips. Since then he’s gained experience across a variety of asset types and developed a unique insight into developing successful strategies.

 

Ep. 151 Jon King & Kurt Westfield: Strategic Partnerships Can Help You Transition Your SFR Portfolio to Multifamily

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Want to transition your single family portfolio to multifamily investments?

It might seem like a lot to take on, but it can be done! If you are a regular listener, you have heard past episodes with guests discussing their transitions to more scalable asset classes. While each investor has their own, individual strategy for making the transition, there is a common thread throughout most of these stories: they didn’t do it alone. Scaling your real estate investment goals through a transition to a different asset class might seem intimidating, but forming strategic partnerships can empower you to realize and achieve those goals.

The Power of Strategic Partnerships

This episode, we learn how a focused vision and a strategic partnership helped one investor successfully transition from a single-family portfolio to multifamily and promoted mutual growth.

Our guests this episode are Kurt Westfield and Jon King.

multifamily investing and finding a strategy as an apartment investorKurt is a returning guest to the show, who has spoken about his own multifamily transition in the past. He is the co-founder of WC Companies – a full service real estate investment firm, as well as an active investor in the Tampa Bay area.

 

 

strategic partnershipsJon is a single-family investor currently transitioning to a focus on multifamily. Jon connected with Kurt’s story of transition and reached out about possibilities of his own. Thus, a strategic partnership was born. Jon and Kurt are in the process of liquidating Jon’s SFR assets and purchasing multifamily properties. Jon is also forming a syndication fund – Dreamstone Investments to leverage other people’s capital into managed assets.

This episode, Jon and Kurt discuss this transition and how strategic partnerships have enabled them both to explore new opportunities on their real estate journeys. Check out this episode to find out how you can leverage and scale your investment strategy!

 

 

Ep. 146 Jenna Diermann & Lucas LeBlanc: Two Real Estate Investors’ Journey from Vacation Rentals to Multifamily

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Sometimes, embarking on the journey to becoming a real estate investor isn’t just a mental one – it can be a physical one too! It takes focus and vision to realize your real estate investing goals and that can mean stepping out of your comfort zone. That’s what our two guests this episode are doing and it’s paying off.

Lucas LeBlanc and Jenna Diermann began on their investment path when they started looking at ways to ensure financial freedom. With a goal to build a passive income portfolio consisting of both short and long term rental properties, Jenna and Lucas found that their home state of California didn’t afford them the opportunity to fully realize their real estate goals, so they landed on the Florida market, relocating to Tampa.

Jenna and Lucas have started DreamStone Homes with hopes to build a portfolio of vacation and multifamily rentals throughout the Tampa Bay area.

What makes these two so interesting is their drive and creativity. Since moving to Tampa earlier this year, the two have already started work on a single family renovation and are currently under contract for a mulltifamily property. By finding a unique niche, they have been able to focus their investment goals to actionable results. Jenna is a well-known DIY designer and decorator who’s work has been featured on several home and living platforms. By applying her special brand to their properties, they are able to find investments that work for them.

Listen to their investment journey!

Contact Lucas and Jenna:

Ep. 144 Joseph Gozlan: Scaling Your Multifamily Investments Through Secondary Markets

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multifamily investmentsMultifamily investing is often the next step for real estate investors – typically those with single-family experience – looking to scale their investing and increase earnings through investment real estate. However, current market levels in major MSAs throughout the country are causing many multifamily investors to wonder how to continue adopting sustainable growth strategies.

While many multifamily markets may be reaching dizzying heights, you shouldn’t let that deter you. For the investor willing to put in the work, opportunity awaits. A little creativity and diligence can go a long way if you are looking to scale your multifamily investments. Just ask our guest this week.

Joseph Gozlan moved from Israel to Texas in 2007, quickly realizing the single-family investment potential available at that time. From there, he asked himself how to continue scale his real estate operations, finding multifamily investments to be the desirable vehicle.

Founding Eureka Business Group, Joseph has continued to scale and his multifamily investments, applying creative strategies in secondary and tertiary markets to find sustainable growth.

Scaling Your Multifamily Investments Through Secondary Markets

  • Why Multifamily?
    • Major MSAs nearing top of market
    • Huge generational shift from buying to renting
      • Baby-boomers
      • Millenials
  • Looking at Secondary Markets
    • Who are the major employers?
    • What are the major economic drivers? What are the risks?
    • What is the historical performance of the market?
  • Finding the Right Property
    • Focus on sustained returns
      • A-class multifamily may be hot, but B+C properties can fare better in market downturns
    • Think locally
      • Boots-on-the-ground market knowledge is key
      • Work with boutique brokerage firms
      • Build a trusted team on the ground
    • Off-market properties
      • Form local relationships in your desired market

Contact Joseph

Joseph is always looking to form relationships with brokers, property owners and sellers. If you’ve got a multifamily deal or have a question for Joseph, you can reach him be following the link below: