REady2Scale - Real Estate Investing

Stuck on what to gift the real estate investor in your life? In this episode, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, unveils five creative and thoughtful gift ideas that are sure to impress any investor—whether they’re active or passive. These unique ideas go beyond the ordinary and offer a personal touch that aligns with their passion for real estate. Key Takeaways: - Discover a simple yet impactful way to help an investor track their progress and celebrate their wins. - Learn how access to the right tools and resources can elevate an investor's strategy. - Get inspired by ideas that blend creativity with functionality for the perfect holiday gift. - Explore ways to empower investors to grow their knowledge and expand their networks. - Find out how to create a personalized gift that aligns with an investor's unique goals. Intrigued? Tune in to hear all five gift ideas and how they can make the holidays extra special for the real estate enthusiast in your life. For more insights and resources, visit www.bluelake-capital.com Timestamps 00:00 Introduction and Purpose 00:52 Gift Idea #1: Real Estate Investment Tracker 02:00 Gift Idea #2: Subscription to Premium Market Data Analytics 02:41 Gift Idea #3 and #4: Real Estate Themed Artwork and Investing in Education 04:58 Gift Idea #5 and Conclusion Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #giftideas #passiveinvestor Learn more about your ad choices. Visit megaphone.fm/adchoices

Is cost segregation the ultimate tax hack for real estate investors? In this episode, we dive deep into the powerful tax strategy of cost segregation with Yonah Weiss, a leading expert in the field. Yonah has overseen tens of thousands of studies resulting in billions of dollars in tax savings, and today he unpacks everything you need to know about leveraging depreciation to maximize your cash flow and investment returns. Whether you're a seasoned investor or just getting started, this episode provides actionable insights into how cost segregation works, who it benefits, and how you can ensure you're getting your fair share of tax deductions.  Key Takeaways - Understanding Cost Segregation: Learn the mechanics behind this IRS-sanctioned strategy, including how depreciation works and the benefits of accelerating it through cost segregation. - Maximizing Tax Benefits: Discover how cost segregation allows real estate investors to reduce taxable income and boost cash flow during the holding period. - Passive Investors & Depreciation: Understand how depreciation benefits are distributed to limited partners and what to check in your K-1 to ensure accuracy. - The Future of Bonus Depreciation: Yona shares his predictions on the potential return of 100% bonus depreciation under the new administration and its implications for commercial real estate. - Managing a Large Network: Gain Yona’s practical tips on building and maintaining meaningful professional relationships, even with a network of over 30,000 connections. This episode is packed with essential knowledge for investors looking to optimize their real estate portfolio’s tax strategy and build a strong professional network. Tune in to learn how to make smarter investment decisions and leverage every tool at your disposal. Connect with Yona Weiss Website: YonahWeiss.com LinkedIn: Yonah Weiss on LinkedIn  Podcast: Weiss Advice Timestamps 00:00 Introduction to Real Estate Tax Benefits 00:29 Meet the Cost Segregation Expert: Yona Weiss 02:10 Understanding Cost Segregation 09:22 Impact of Tax Laws on Real Estate 26:45 Networking and Personal Insights Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose Learn more about your ad choices. Visit megaphone.fm/adchoices

Ever wonder where the wealthiest investors are putting their money next year? In this episode, Jeanette Friedrich, Director of Investor Relations at Blue Lake Capital, shares exclusive insights from her conversations with high-net-worth individuals. Tune in to discover the key strategies they’re using to grow and protect their wealth in an evolving market. Key Takeaways: -Millionaire Investment Trends for 2025: Gain insights into the most sought-after asset classes and why they remain popular. -Real Estate’s Unique Advantages: Learn how this tangible asset can generate cash flow, build wealth, and offer tax benefits. -Staying Agile: Discover why maintaining liquidity is essential for navigating uncertainty and seizing emerging opportunities. -Planning for the New Year: Understand the importance of rebalancing your portfolio and completing a financial checklist before 2025. Don’t miss this opportunity to align your strategies with those of successful investors. Listen now to refine your investment approach and get ready to scale! *Free Financial Readiness Checklist Download Here. Timestamps 00:00 Introduction: Millionaire Investments in 2025 00:52 Financial Checklist for Year-End 01:31 Top 5 Investments for 2025 02:26 Deep Dive: Real Estate, Stocks, Bonds, Cash, and Crypto 05:24 Conclusion and Recap Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose Disclaimer *𝘉𝘭𝘶𝘦 𝘓𝘢𝘬𝘦 𝘊𝘢𝘱𝘪𝘵𝘢𝘭 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘰𝘱𝘱𝘰𝘳𝘵𝘶𝘯𝘪𝘵𝘪𝘦𝘴 𝘢𝘳𝘦 𝘰𝘱𝘦𝘯 𝘵𝘰 𝘢𝘤𝘤𝘳𝘦𝘥𝘪𝘵𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘰𝘳𝘴 𝘰𝘯𝘭𝘺. 𝘛𝘩𝘪𝘴 𝘪𝘴 𝘯𝘰𝘵 𝘢𝘯 𝘰𝘧𝘧𝘦𝘳𝘪𝘯𝘨 𝘵𝘰 𝘴𝘦𝘭𝘭 𝘢 𝘴𝘦𝘤𝘶𝘳𝘪𝘵𝘺 𝘰𝘳 𝘢 𝘴𝘰𝘭𝘪𝘤𝘪𝘵𝘢𝘵𝘪𝘰𝘯 𝘵𝘰 𝘴𝘦𝘭𝘭 𝘢 𝘴𝘦𝘤𝘶𝘳𝘪𝘵𝘺. 𝘗𝘭𝘦𝘢𝘴𝘦 𝘤𝘰𝘯𝘴𝘶𝘭𝘵 𝘸𝘪𝘵𝘩 𝘺𝘰𝘶𝘳 𝘊𝘗𝘈, 𝘢𝘵𝘵𝘰𝘳𝘯𝘦𝘺, 𝘢𝘯𝘥/𝘰𝘳 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘴𝘰𝘳 𝘳𝘦𝘨𝘢𝘳𝘥𝘪𝘯𝘨 𝘵𝘩𝘦 𝘴𝘶𝘪𝘵𝘢𝘣𝘪𝘭𝘪𝘵𝘺 𝘰𝘧 𝘢𝘯 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘣𝘺 𝘺𝘰𝘶. Learn more about your ad choices. Visit megaphone.fm/adchoices

Are short-term rentals the right move for your investment portfolio? In this episode of REady2Scale, we dive deep into the world of Airbnb investments with Jacob Mueller, co-founder of Renjoy, a leading vacation rental management firm. Jacob shares his journey of identifying a gap in the property management market and scaling his company from zero to $4 million in revenue in just three years. Whether you're managing your own Airbnb or considering hiring a property manager, Jacob's insights offer actionable strategies to optimize your investment. Key Takeaways: -Why Short-Term Rentals? Learn the key differences between short-term and long-term rental management and why short-term rentals might (or might not) fit your investment goals. -Effective Go-to-Market Strategies: Discover how Jacob leveraged his network, clear goals, and a customer-first philosophy to build a successful business in a competitive market. -Operational Challenges & Solutions: From scaling issues to accounting complexities, Jacob shares how his team overcame obstacles to streamline operations and maintain profitability. -Navigating Regulations: Understand the impact of local regulations and HOAs on short-term rental investments and how to adapt when policies change. -Maximizing Returns: Key tips on guest acquisition strategies, dynamic pricing, and choosing the right property manager for your Airbnb investment. Who Should Listen? -Real estate investors exploring short-term rentals for diversification. -Airbnb hosts seeking management strategies to scale their operations. -Anyone interested in the challenges and opportunities of the vacation rental market. Connect with Jacob Mueller: Visit Renjoy.com to learn more about their services or to get in touch with Jacob. Timestamps 00:00 Introduction to Diversifying Portfolios with Airbnbs 00:19 Meet Jacob Mueller: Co-Founder of Renjoy 01:14 The Inspiration and Strategy Behind Renjoy 06:11 Challenges and Solutions in Short-Term Rental Management 12:43 Navigating Regulations and Community Perceptions 18:34 Advice for Airbnb Investors and Fun Stories Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #investing #airbnb #shorttermrentals Learn more about your ad choices. Visit megaphone.fm/adchoices

Are we entering a new phase in commercial real estate, driven by recent Federal Reserve actions? In this episode, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, dives into the historical relationship between interest rates and the real estate market. Through a thoughtful analysis of past trends, she provides insights on how these changes may influence transaction activity, refinancing, and property valuations. Key Takeaways: - Understanding the Cost of Capital: Learn how interest rates directly impact borrowing costs and, consequently, the profitability and volume of real estate transactions. - Historical Insights on Rate Cuts: Discover how previous rate reductions have historically sparked increases in commercial real estate activity and refinancing opportunities. - Refinancing Dynamics: Understand why refinancing decisions are highly sensitive to rate movements and how investors can strategically time their actions. - Property Valuations and Cap Rates: Gain insights into how interest rates influence property values differently across sectors, such as multifamily, retail, and hospitality. - Sector-Specific Impacts: Explore why certain asset classes react faster to rate changes and what this means for investors. By reflecting on historical patterns and market trends, this episode equips listeners with actionable insights into how rate adjustments by the Fed might shape the future of commercial real estate. Stay tuned each week for in-depth discussions on multifamily investing, economic trends, and strategic opportunities in real estate. Timestamps 00:00 Introduction: The Fed's Rate Cut and Real Estate 00:48 Understanding the Cost of Capital 01:53 Historical Trends in Interest Rates and Real Estate Activity 03:36 Impact of Interest Rates on Refinancing 05:31 Property Values and Sector-Specific Impacts 07:28 Conclusion and Future Outlook Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose Learn more about your ad choices. Visit megaphone.fm/adchoices

Are workforce and affordable housing smart investments? In this episode, Jeannette Friedrich sits down with Peter Neill, co-founder of GSP Real Estate Investing, to dive into the high-demand world of workforce and affordable housing. Together, they explore whether these investments truly offer value, the unique strategies involved, and the risks and rewards that come with this specialized real estate niche. If you're curious about a real estate sector that's making a tangible impact, this episode is for you. Key Takeaways: - Why Single-Family Workforce Housing? Understand why Peter’s team chose single-family homes over multifamily units, driven by market demand, supply dynamics, and GSP’s unique expertise. - Defining Workforce vs. Affordable Housing: Learn the distinctions and overlaps between affordable, workforce, and attainable housing, along with how they’re defined by income levels and housing costs. - Investment Strategy & Risk Management: Discover how GSP uses the BRRRR (Buy, Rehab, Rent, Refinance, Repeat) strategy to maximize returns despite high interest rates, and how they mitigate risks by creating substantial equity in each property. - Navigating Economic Conditions: Insights on how workforce and affordable housing investment can remain resilient through economic fluctuations, driven by an ongoing supply-demand imbalance. - Income Funds vs. Growth Funds: Peter breaks down the differences between GSP’s income fund, which offers fixed returns, and their growth fund, which focuses on equity sharing and long-term value. Tune in to gain a comprehensive view of an impactful investment approach aimed at addressing housing shortages while providing reliable returns. Timestamps 00:00 Introduction to Workforce and Affordable Housing Investments 00:18 Meet Peter Niell: Background and Experience 01:07 Single Family vs. Multifamily Housing 02:56 Understanding Affordable and Workforce Housing 09:46 BRRRR Strategy and Market Challenges 14:38 Election Impact and Future Outlook Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #investing #brrrrstrategy #marketchallenges Learn more about your ad choices. Visit megaphone.fm/adchoices

How does real estate private equity really work? Have you ever wondered who actually owns those massive commercial properties you see around town? It might surprise you to learn it’s not just mega corporations or billionaires. In this episode, we delve into the world of real estate private equity and break down the process from start to finish. Key Takeaways: - What Real Estate Private Equity Really Is – Learn how real estate private equity allows individuals to pool resources and invest in large properties together. - Raising Capital – Understand the different structures (like 506(b) and 506(c) offerings) for raising funds from investors and why building relationships with potential investors is crucial. - The Acquisition Process – Discover how firms like Blue Lake Capital identify underperforming properties and evaluate potential for improvements and rent increases. - Value-Add Strategy – Find out how enhancements like adding amenities or renovating facilities can justify higher rents and attract tenants. - Due Diligence – Learn the detailed steps involved in assessing an investment, from analyzing market trends to understanding local insurance and property tax implications. - Roles and Responsibilities – Get insight into how general partners manage the property and handle issues, all to ensure the asset’s performance and investors' returns. - Investment Returns and Splits – Explore how returns are distributed between general and limited partners and what performance hurdles mean for investors. This episode gives you a clear look at the complexity behind real estate private equity and what it takes to make these large investments work. Whether you're an accredited investor or simply curious, tune in to understand the mechanics of this powerful investment strategy. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Timestamps 00:00 Introduction to Real Estate Private Equity 01:09 Understanding Capital and Fundraising 02:17 Identifying and Acquiring Properties 04:23 Due Diligence and Market Analysis 06:14 Managing the Property and Ensuring Returns 07:40 Revenue Sharing and Exiting the Investment Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #investing #realestateinvestmentstrategies #privateequity Learn more about your ad choices. Visit megaphone.fm/adchoices

On October 22nd, our CEO Ellie Perlman, joined the BE Event Thriving in Unpredictable Real Estate Markets with  @KenMcElroy ,  @bronsonequity ,  @mikeytaylor and Justin Donald. Please enjoy this replay of the webinar. Key Takeaways: - Gain practical strategies and insider knowledge from top real estate experts who have managed billions in transactions. - Elevate your investing game with actionable insights, whether you're a seasoned investor or just starting out. - Learn from trailblazing people in real estate sharing expertise in multifamily syndication and passive income. - Discover how fostering diversity leads to success in today’s market. - Ideal for those looking to diversify, scale investments, or gain fresh perspectives. - Universal strategies and principles that apply to all investors, shared by the industry's top experts. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you worried about how today’s elections might impact the real estate market? You’re not alone. But should you really be concerned, or are there bigger factors at play? Let’s break it down. ****Do you agree with our perspective on how elections impact real estate investing, or do you have a different take? Let us know in the comments! - In this episode of REady2Scale, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, dives into the realities of how election cycles impact real estate—spoiler alert: it’s likely not as drastic as you might fear. Here’s what you’ll learn: - Market Cycles vs. Political Cycles: Discover why long-term market trends and cycles typically outweigh the impact of election outcomes on real estate performance. - Historical Real Estate Data: See how real estate appreciation and downturns often align more closely with economic fundamentals than with political shifts. - Economic Fundamentals to Watch: Understand which factors—like interest rates, supply and demand, and overall economic health—are most crucial to track for real estate investment. - Potential Regulatory Impacts: Learn about key regulations to keep an eye on, such as foreign investment restrictions and changes to 1031 exchange rules, which could affect investors. - Long-Term Investment Perspective: Get practical advice on focusing on your investment goals and staying grounded amid political noise. - By the end of the episode, you'll gain clarity on the bigger picture and feel more equipped to navigate real estate investing without being swayed by political turbulence. Tune in to keep your investment strategy grounded and informed. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Timestamps 00:00 Introduction and Election Day Overview 00:30 Impact of Elections on Real Estate 02:03 Historical Real Estate Trends 03:57 Key Factors to Watch in Real Estate Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #realestate #election #realestatemarketanalysis Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you ready to leave the 9-to-5 grind and gain financial freedom through real estate? In this episode, Jeannette Friedrich sits down with Ed Mathews, President of Clark Street Capital, to explore how he transitioned from a high-pressure executive role to full-time real estate investor. Ed shares his approach to building a resilient real estate portfolio, navigating uncertain markets, and leveraging development opportunities for long-term wealth. Key Takeaways: -The Journey to Financial Independence: Ed’s path from corporate life to real estate investing and how he created a steady cash flow that eventually replaced his traditional income. -Why Development Projects Matter Now: Discover why Ed is focusing on long-term development opportunities and the advantages of holding assets in today’s unpredictable market. -Lessons from Market Challenges: How to approach acquisitions in a high-interest rate environment and why patience and strategy are key when property pricing doesn’t align with financing. -Essential Tools for Real Estate Success: Learn about Ed’s go-to resources—from investor portals to operational systems—that help him streamline his business and manage investments. -Navigating Risk in Uncertain Times: Insight into mitigating risks associated with interest rates, insurance, and local regulations to build a sustainable portfolio. This episode offers valuable strategies and insights for executives and aspiring investors aiming to transition into real estate and create a robust, future-proof investment plan. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Timestamps 00:00 Introduction and Guest Welcome 00:26 Ed Matthews' Background and Career Journey 01:51 Marketing Strategies for C-Level Executives 08:34 Effective Tools for Real Estate Investors 12:49 Challenges and Opportunities in Real Estate 26:45 Lightning Round and Closing Thoughts Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose Learn more about your ad choices. Visit megaphone.fm/adchoices

What can baseball teach us about real estate investing? In this episode of REady2Scale, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, draws parallels between America’s pastime and multifamily real estate investing, sharing key principles that can lead to a winning strategy. Whether you’re an experienced investor or just starting, this episode offers practical insights to enhance your approach. Key Takeaways: -Building a Winning Team: Learn why selecting the right sponsor and assessing their support team is essential in real estate investing. -Analyzing the Competition: Discover how thorough market and competitor analysis can inform stronger, data-backed investment decisions. -Making Calculated Risks: Understand the value of calculated risk-taking, whether it’s exploring new markets or adding value through strategic property upgrades. -Exercising Endurance and Patience: See how both baseball and real estate require a long-term commitment to achieve the best outcomes. -Balancing Wins and Losses: Embrace a mindset that accepts both successes and setbacks as part of the journey to investment growth. Tune in to gain insights into adopting a "World Series" mindset for your real estate investments, transforming how you approach each opportunity. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Timestamps 00:00 Introduction and World Series Announcement 00:46 Real Estate Investing and Baseball: The Winning Team 01:32 Analyzing the Competition in Real Estate 02:44 Taking Calculated Risks in Real Estate 03:16 Endurance and Patience in Real Estate 03:29 Taking Wins with Losses and Conclusion Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #worldseries #realestate #investing Learn more about your ad choices. Visit megaphone.fm/adchoices

How do you really know if your investments are performing well, especially as a passive investor? In this episode of "REady2Scale," Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, is joined by Stacey Hampton, CEO of Asset NOI Consulting, to break down critical metrics and strategies every passive investor should know. With Stacey’s extensive background in property management and operations, the conversation dives into how to gauge your investments' health and maximize profitability. Key Takeaways: -Understanding NOI: Learn why Net Operating Income (NOI) is a key indicator of a property’s financial health and how it impacts sales price and valuation. -Optimizing Expenses: Discover how managing unit turnover and utility billing can significantly reduce costs and improve NOI. -Creative Income Strategies: Explore ancillary income opportunities like reserved parking, pet-friendly amenities, and EV chargers to boost profits. -Marketing for Impact: Get insights into effective marketing techniques that combine traditional and digital strategies to attract tenants and elevate property reputation. -Owner-Operator Dynamics: Find out how transparent communication between property owners and operators can align goals and improve performance. -Real Estate Turnaround Success: Hear about Stacey’s experience with a challenging property and how she led a successful transformation through focused improvements. This episode is a must-listen for passive investors and property owners looking to sharpen their understanding of performance metrics and income-boosting strategies. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Timestamps: 00:00 Introduction and Guest Introduction 01:14 Understanding Key Investment Metrics 03:19 Strategies for Optimizing NOI 14:16 Elevating the Neighborhood: Resident Experiences and Marketing Insights 14:42 Old School vs. Contemporary Marketing Strategies 18:09 Navigating Owner-Operator Relationships and Motivating Teams Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you chasing high returns at the expense of protecting your capital? Or is there a smarter way to balance both? In this episode, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, shares insights on the delicate balance between pursuing high returns and ensuring capital preservation. Drawing from years of experience and real-world examples, Jeannette provides practical advice for investors on how to grow wealth without taking unnecessary risks. Key Takeaways: -Understanding the Temptation of High Returns: Why high returns come with high risks, and what you need to ask before diving into such investments. -Capital Preservation Defined: The importance of protecting your initial investment and how it plays a key role in building long-term wealth. -Risks of Chasing High Returns: Common mistakes investors make, including ignoring unrealistic expectations and assumptions in underwriting. -Benefits of Capital Preservation: Why conservative, stable investments tend to perform better in uncertain markets and help grow wealth steadily over time. -Balancing High Returns and Capital Preservation: How to diversify your investments to enjoy the best of both worlds—risk-taking for higher rewards and safeguarding wealth through preservation strategies. -The Importance of Due Diligence: Why examining a sponsor’s track record and the investment’s exit strategy is crucial before making any financial commitments. Tune in to learn how to navigate the fine line between risk and reward, and set yourself up for long-term financial success! Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Timestamps 00:00 Introduction: Returns vs. Capital Preservation 00:29 The Temptation of High Returns 01:25 Understanding Capital Preservation 02:01 Risks of Chasing High Returns 04:33 Balancing High Returns and Capital Preservation 08:46 Conclusion and Investment Tips Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #investing #capitalpreservation #realestateinvesting Learn more about your ad choices. Visit megaphone.fm/adchoices

What’s the difference between developing new retail properties and managing existing ones? And what’s the state of the retail market today? These are just a few of the questions we explore in this episode of the REady2Scale podcast with special guest Garrett Bedrin, a third-generation real estate sponsor/operator. Garrett shares valuable insights from his experiences managing a vast portfolio that includes shopping centers and mixed-use developments. This episode covers crucial aspects of retail, including its resurgence, the risks of development, and strategies for long-term success.  Key Takeaways:  -Retail’s Comeback: Learn why the retail sector is thriving post-COVID and how the demand for social experiences is reshaping shopping centers. -Development vs. Existing Assets: Understand the key differences in risk, returns, and strategies when developing new retail properties versus acquiring existing assets. -Entitlement Risk in Development: Discover how delays in local approvals and unforeseen issues with the land can significantly impact retail development projects. -Anchor Tenants and Financing: Explore why securing a major tenant like a grocery store is essential for obtaining project financing, but not necessarily a source of significant profit. -Navigating the Unknowns of Development: Hear real-world examples of the unexpected challenges that can arise during a retail development project, from environmental issues to community pushback. -Retail Evolution: Learn how retail properties are shifting to focus on experiences, including wellness centers, entertainment venues, and unique social spaces, as traditional department stores decline. This episode offers invaluable lessons for anyone interested in retail real estate investment, development, or simply understanding the changing dynamics of the sector. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Where to Contact Garrett Bedrin: Interested in learning more from Garrett or discussing potential opportunities? You can reach him through the following channels: Instagram: @GarrettGram for personal updates and insights. LinkedIn: Connect with Garrett on LinkedIn to discuss real estate, retail trends, or any other business inquiries. Just search for Garrett Bedrin on LinkedIn. Timestamps 00:00 Introduction and Guest Welcome 01:46 The State of Retail: Past, Present, and Future 05:04 Development vs. Standing Assets: Risks and Rewards 22:26 The Essence of Real Estate and Inspirational Speaking 23:19 Future Market Potential and Investment Strategies 32:46 Retail Evolution and Personal Insights Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #investing #retail Learn more about your ad choices. Visit megaphone.fm/adchoices

Are You Asking the Right Questions for Your 2025 Investments? In this episode of REady2Scale, Director of Investor Relations Jeannette Friedrich discusses five critical questions multifamily investors should consider as they plan for 2025. Using data from Blue Lake Capital’s newly released 2025 Multifamily Outlook Report, she provides insights to help you navigate upcoming trends and maximize your investment strategy. Tune in to stay ahead of the market and make informed decisions. Key Takeaways: -Which cities are most likely to see rent increases? -Why is construction slowing down, and how can you take advantage of it? -How will job growth impact rental demand in 2025? -What does the end of the construction surge mean for multifamily investors? -Are you investing in the regions with the highest renter demand? For more detailed insights, download the full 2025 Multifamily Outlook Report at bluelakecapital.com. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Timestamps 00:00 Introduction to Investment Decisions in 2025 00:24 Unveiling the 2025 Multifamily Outlook Report 01:07 Key Market Trends: Rent Increases and Construction Slowdown 02:56 Job Growth and Its Impact on Rental Demand 04:42 Strategic Investment Opportunities in Multifamily Markets 05:24 Conclusion and Future Insights Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #investing #realestate #multifamilyinvesting Learn more about your ad choices. Visit megaphone.fm/adchoices

Have you ever wondered how to transition from a 9-to-5 job to full-time real estate investing? In this episode of REady2Scale, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, interviews Vessi Kapoulian, Managing Partner of DBA Capital Group. Vessi shares her incredible journey from growing up behind the Iron Curtain to achieving financial independence through real estate, leaving her corporate job, and building a successful investment firm. If you're curious about how to break free from the traditional career path and build wealth through real estate, this episode is packed with actionable insights. Key Takeaways: -Overcoming adversity: Learn how growing up in a fiscally conservative household in Bulgaria during a time of economic crisis shaped Vessi’s approach to financial responsibility and investing. -Real estate as a path to freedom: Discover why Vessi chose real estate over the stock market as a tangible, transparent, and controllable investment vehicle. -The importance of education and planning: Vessi’s journey began with small, calculated steps. Hear how her methodical approach—educating herself, planning, and gradually growing her portfolio—paved the way for her successful transition. -Cash flow and financial independence: Vessi explains why creating multiple streams of cash flow through real estate is essential for building security and freedom from the W2 grind. -The realities of entrepreneurship: Get a realistic view of the challenges of leaving a corporate job, from budgeting to managing fluctuating cash flow, and how to stay resilient during tough times. -Advice for aspiring investors: Practical tips for women, immigrants, and anyone seeking to break into the real estate industry. Tune in to hear how Vessi Kapoulian achieved her version of the American Dream and how you can take steps to follow in her footsteps. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. If you’d like to connect with Vessi Kapoulian or learn more about her real estate journey, here’s how you can reach her: Website: Visit her website at dbacapitalgroup.com for more information on her services, educational resources, and to schedule a call. Timestamps 00:00 Introduction to Real Estate Dreams 01:27 Vessi's Journey from Bulgaria to the US 05:50 Discovering Real Estate as a Career 09:07 Building a Real Estate Business 15:03 Challenges and Triumphs of Transitioning 20:12 Empowering Women in Real Estate Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #investing #entrepreneurship #multifamily Learn more about your ad choices. Visit megaphone.fm/adchoices

Have you ever wondered what it takes to grow a real estate portfolio on a massive scale? In this episode of REady2Scale, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, shares the remarkable journey of how two women—Ellie Perlman and a partner —acquired nearly $1 billion worth of real estate. You’ll learn actionable strategies that you can use to grow your business, build wealth, and secure large-scale investments. Key Takeaways: -Reverse-engineering success: Learn how Ellie started by envisioning her 10-year goals and worked backward to create a strategic business plan. -Establishing a solid foundation: Discover the importance of setting up legal and financial structures early, even before your business starts to grow. -Building relationships with investors: Understand how networking with accredited investors and family offices plays a key role in raising capital for large deals. -The power of syndication: See how combining resources from individual investors and family offices leads to big acquisitions and shared responsibilities. -The distinction between syndication and crowdfunding: Find out why syndications provide more trust and security compared to crowdfunding platforms. -Creating scalable wealth through multifamily investments: Learn how multifamily properties provide stability and wealth-building opportunities through economies of scale. -Leveraging tax benefits with a 1031 exchange: Discover how to defer taxes and reinvest profits, growing wealth over time through this powerful tool. This episode offers valuable insights for anyone serious about growing a real estate portfolio or scaling their business efficiently. Tune in to hear practical tips and inspiring stories on achieving audacious goals in real estate. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Timestamps 00:00 Introduction to Audacious Goals 00:24 The Journey of Blue Lake Capital 01:13 Building a Business from Scratch 03:21 Mastering Real Estate Investments 06:03 Understanding Syndication vs Crowdfunding 07:54 Creating Generational Wealth Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #realestate #multifamily #investing Learn more about your ad choices. Visit megaphone.fm/adchoices

Have you been waiting for the real estate market to reignite? With the Fed finally dropping interest rates, there’s growing optimism about where the multifamily market is headed. In today’s episode, Jeannette speaks with Adam Dunn, Managing Director at Berkadia, who has an extensive background in multifamily investments and key insights into Institutional Investor’s strategies. Key Takeaways: -How the current interest rate environment is affecting multifamily transaction volume. -What’s really happening with institutional investors—and why they’re back in the game. -The truth behind the much-anticipated “fire sales” in real estate: Are they happening or not? -Which U.S. markets will see the most activity in 2025, and why some may surprise you. -Insights on navigating new supply in multifamily and what to ask your sponsor before investing. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Timestamps 00:00 Introduction and Market Overview 00:24 Meet Adam Dunn: Real Estate Expert 01:58 Current Market Trends and Predictions 05:05 The Reality of Fire Sales 06:36 Investor Strategies and Market Shifts 11:35 Lightning Round and Final Thoughts Read the transcript here. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #multifamily #institutionalinvesting #realestate Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you looking to discover strategic opportunities that can elevate your real estate portfolio? In this episode, we explore how investors can find undervalued properties and promising markets that may have been overlooked. If you're ready to refine your investment strategy and uncover unique opportunities, this discussion is tailored for you. Key Takeaways: -Learn how to identify markets that are positioned for significant growth. -Discover the subtle signs of revitalization in neighborhoods that could indicate a strong investment potential. -Understand the characteristics of properties that may be ripe for value enhancement. Tune in to uncover actionable insights that can help you locate hidden gems in the real estate landscape. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Timestamps 00:00 Introduction to Unlocking Hidden Gems in Real Estate 00:34 Defining Hidden Gems in Real Estate 00:53 Identifying Hot Markets Through Job Growth 01:41 Spotting Revitalization and Gentrification 03:24 Recognizing Mismanaged Properties 05:17 Recap and Encouragement Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #HiddenGems #RealEstateInvesting #UndervaluedProperties Learn more about your ad choices. Visit megaphone.fm/adchoices

What would you do if you came back from vacation only to find squatters had taken over your property? In this episode, we dive into this growing issue and uncover ways to protect your real estate from these costly invasions. Key Takeaways: -The Reality of Squatter Scams: Learn how squatters manipulate the legal system to claim properties and the loopholes they exploit for financial gain. -Squatter Epidemic Explained: Understand what drives this growing issue across the U.S., why it's not limited to certain states, and how it’s affecting real estate investors. - Defining a True Squatter: Explore the difference between a non-paying tenant and a squatter and why it matters for landlords. - Protecting Your Property: Discover practical steps you can take to safeguard your property, from legal routes to innovative software solutions like Title Fraud Defender. - Unconventional Methods for Squatter Removal: Hear some surprising and unconventional ways people have successfully removed squatters—ranging from the legal to the downright bizarre. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Contact George McCleary For inquiries, consultations, or access to Squatter Defender and Title Fraud Defender, you can reach George McCleary through the following: www.titlefrauddefender.com - title monitoring starting at $2.25/month www.squatterdefender.com - $199 online course Promo code: BLUELAKE This code will get your listeners a 20% discount on all products. Follow George on Social Media: instagram.com/mrd_portland facebook.com/MrdPortland linkedin.com/in/georgemccleary youtube.com/@georgemcclearyMRD tiktok.com/@mrd_portland x.com/mcclearyRE Timestamps 00:00 Introduction: Unexpected Home Intrusion 00:22 Meet George McCleary: Real Estate Expert 01:31 Viral Sensation: How I Stole a House 03:19 The Aftermath: Reactions and Realizations 06:17 Understanding the Squatter Epidemic 13:07 Deed Fraud: A Growing Concern 17:24 Protecting Your Property: Practical Steps 22:04 Lightning Round: Fun Facts and Final Thoughts Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #squatters #scam Learn more about your ad choices. Visit megaphone.fm/adchoices

High inflation has been on everyone’s mind, but did you know it can actually benefit real estate investors? Whether inflation is high or low, real estate can provide surprising opportunities. In this episode, we break down the real impact of inflation on real estate and what recent changes by the Federal Reserve mean for investors.  Key Takeaways: -Understanding Inflation's Impact on Real Estate: Discover how rising inflation can both help and hurt real estate investments, with an in-depth look at the costs of borrowing, rent growth, and property valuations. -The Pros and Cons of Inflation for Real Estate: Learn the three key drawbacks and benefits inflation brings to real estate, from increased interest rates to the power of property appreciation. -Real Estate as a Hedge Against Inflation: Find out why real estate is considered a strong hedge, protecting your investments as inflation fluctuates. -Why Now Is a Smart Time to Invest: With the Federal Reserve cutting rates, we discuss how this impacts property values and why it could be the right moment to expand your real estate portfolio. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Timestamps 00:00 Introduction to Inflation and Real Estate 00:45 Understanding Inflation 01:15 Cons of Inflation on Real Estate 03:25 Pros of Inflation on Real Estate 04:16 Impact of Fed's Rate Cuts 05:48 Conclusion and Investment Opportunities Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #realestate #inflation #investing Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of REady2Scale, Todd Van Meter, President of Blue Hat Wealth and veteran real estate investor, shares 40 years of experience in navigating recessions, market cycles, and the ever-changing real estate landscape. Todd’s insights are invaluable for investors of all types—whether you’re just starting or looking to strengthen your long-term strategy. Key Takeaways: -Investing During Recessions: Why recessions can be the perfect time to start investing and how Todd has successfully navigated through four recessions. -Real Estate Investment Clubs: What they are, how to find them, and how they can help you connect with like-minded investors for valuable resources and opportunities. -Investor Sentiment: Understanding the current sentiment among real estate investors and how cautious optimism and anticipation of lower interest rates are shaping strategies. -Why Active Investing is Still Strong: Despite uncertainty, the continued housing shortage and long-term benefits of real estate make it a solid investment option. -Starting and Scaling Businesses: Advice on why now is a great time to start a business, leveraging technology, and staying resilient through market shifts. Tune in to gain practical strategies and timeless wisdom on real estate investing, business growth, and market timing! Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Timestamps 00:00 Introduction and Current Events Overview 00:31 Meet Todd Van Meter 01:49 Todd's Real Estate Journey 03:01 Navigating Recessions and Investor Sentiment 03:56 Understanding Real Estate Investment Clubs 06:41 Active vs. Passive Investing 13:58 Business Strategies and Personal Insights Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #realestate #investing Learn more about your ad choices. Visit megaphone.fm/adchoices

What separates millionaires from the rest when it comes to building and maintaining wealth? In this episode of REady2Scale, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, shares key insights from her conversations with successful real estate investors and business owners. Discover key mistakes most people make that millionaires do not. By listening in, you can learn how to implement these power moves in your own life. Key Takeaways: -Learn the financial discipline millionaires practice to secure their wealth. -Understand how to make your money grow effortlessly over time. -Explore why having multiple streams of income is essential for financial security. -Find out why investing in personal development pays off in the long run. -Discover the role expert advice plays in protecting and growing wealth. Listen now to uncover these valuable lessons and start applying them to your financial journey! Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Timestamps 00:00 Introduction to Wealth Building 00:54 Millionaire Habit #1 01:46 Millionaire Habit #2 02:44 Millionaire Habit #3 03:47 Blue Lake Capital Overview 04:30 Millionaire Habit #4 05:09 Millionaire Habit #5 05:43 Summary and Conclusion Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #realestate #investing Learn more about your ad choices. Visit megaphone.fm/adchoices

Want to know how a former Marine achieved financial freedom through real estate? Join us on this episode of REady2Scale where we interview Brian Briscoe, founder and president of Streamline Capital Group and retired Marine Corps Lieutenant Colonel, as he shares his inspiring journey from military service to real estate success. Brian reveals the strategic steps he took to achieve financial freedom through multifamily syndications and offers invaluable advice for others seeking to make a career pivot.  Key Takeaways: -How Brian transitioned from a 20-year military career to full-time real estate investing. -Practical steps to start planning for financial independence years before retirement. -The advantages of smaller multifamily deals in today’s market and how to find opportunities. -Why Salt Lake City is a prime market for real estate investment. -Essential advice for veterans looking to make a successful career shift post-service. Brian’s story is not just about real estate—it's about defining your goals, preparing for change, and building an extraordinary life. Don’t miss this episode if you're serious about creating long-term wealth and a fulfilling post-military career. Watch the full episode here. Read the transcript here.   Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Timestamps 00:39 Meet the Guest: Brian Briscoe 01:48 Brian's Journey from Military to Real Estate 03:21 First Steps in Real Estate Investing 05:21 Transitioning to Syndications 10:31 Current Market Strategies 12:46 Why Invest in Salt Lake City? 17:31 Lightning Round and Closing Remarks Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #realestate #investing #military Learn more about your ad choices. Visit megaphone.fm/adchoices

Have you ever thought about real estate investing but felt unsure because of what you’ve heard? In this episode, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, addresses five common misconceptions that often prevent people from exploring real estate as an investment. Listen in to get clear, practical insights that can help you make informed decisions about real estate, whether you’re just starting out or looking to grow. Key Takeaways: -The truth behind some of the most common assumptions about real estate investing. -Why some beliefs about the financial requirements for investing may not be accurate. -What you need to know about managing real estate investments effectively. -How risk in real estate compares to other types of investments. -What it really takes to get started in real estate, regardless of experience level. This episode is packed with information that will change how you view real estate investing and help you take the next step with confidence. Watch the full episode here. Read the transcript here.   Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Timestamps 00:00 Introduction to Real Estate Wealth 00:50 Debunking Real Estate Myths 02:20 Active vs Passive Investing 05:00 Getting Started in Real Estate Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #realestate #myths #debunked Learn more about your ad choices. Visit megaphone.fm/adchoices

What do you do when a family member asks for seed funding for their startup, or a colleague needs an emergency loan to close out a real estate transaction? How do you ensure these financial favors are fair and legally sound for everyone involved? In this episode, Jeannette Friedrich sits down with Ethan Gao, Chairman of the Gao Family Office, to explore these questions and much more. Ethan shares insights from his diverse experience as an attorney, fund manager, and family office leader, providing valuable advice on creatively creating income, growing your wealth, and structuring deals. Key Takeaways: -Understanding Family Offices: Ethan demystifies what a family office is, the role of professional management, and why he decided to establish one. -Challenges in Lending: Discover the complexities of structuring loans, especially in real estate and bridge financing, and learn how to protect yourself as a lender. -Importance of Underwriting: Why it’s crucial to underwrite not only the collateral but also the sponsor to avoid falling victim to fraudulent schemes. -Investor Protection: What limited partners should do if they find themselves unexpectedly involved in deals with bridge financing. -Advice for Young Sponsors: How to navigate last-minute financing needs and identify legitimate lenders. -Building Relationships with Family Offices: Tips on networking and establishing long-term, meaningful connections with family offices. About Ethan Gao: Ethan Gao is the Chairman of the Gao Family Office and brings a wealth of knowledge as a corporate attorney, fund manager, and investor. With a strong background in corporate transactional law and a passion for innovative capital solutions, Ethan shares his journey from Wall Street to managing a multifaceted family office. Whether you're an investor, a sponsor, or someone interested in the dynamics of family offices, this episode offers actionable advice and deep insights into the world of structured lending and wealth management. Watch the full episode here. Read the transcript here. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Timestamps 00:00 Introduction and Guest Welcome 04:01 Understanding Family Offices 07:15 Insights into Bridge Lending 20:53 Identifying Legitimate Lenders 23:30 Building Relationships with Family Offices 27:20 Lightning Round and Personal Insights Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #realestate #investing #multifamilydevelopment  Learn more about your ad choices. Visit megaphone.fm/adchoices

In a world where technology is rapidly transforming every aspect of our lives, staying ahead of the curve in managing your money is crucial. In this episode of REady2Scale, we explore five groundbreaking FinTech products that could be game-changers for your personal finance journey. Whether you're looking to enhance financial literacy in your household, streamline your budgeting as a couple, or simply get more from your banking experience, these tools offer innovative solutions tailored to your needs. Join us to discover how these cutting-edge apps can revolutionize the way you manage money. Key Takeaways: -Learn about a powerful tool designed to teach your children financial literacy from an early age. -Discover an app that combines financial compatibility with modern dating. -Find out how AI can help you navigate personal finance decisions without needing a financial advisor. -Explore a unique way for couples to manage their finances together without merging accounts. -Uncover a well-known service that has now expanded to offer comprehensive tax filing and protection features. Tune in to get a head start on the FinTech trends that will shape the future of your financial well-being. Timestamps 00:00 Introduction to FinTech Innovations 00:44 Greenlight: Financial Literacy for Kids 01:34 Score: Financial Compatibility in Dating 03:19 Moneylion: AI-Powered Personal Finance 04:03 Tandem: Joint Financial Management for Couples 04:35 Chime: Beyond Online Banking Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #realestate #investing #multifamily  Learn more about your ad choices. Visit megaphone.fm/adchoices

There’s so many different ways people participate in real estate, and for many, it’s often a journey. In this episode of "REady2Scale," Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, explores this strategic shift with Justin Goodin, from value-add to now the CEO of Goodin Development. They delve into the challenges and opportunities in today’s competitive multifamily market, offering valuable insights for investors for each strategy. Key Points: -Discover the reasons behind Justin’s transition from value-add multifamily investments to ground-up development. -Learn how to navigate the current market’s rising construction costs and competition. -Understand the role of partnerships with municipalities in making development projects viable. -Gain tips on evaluating underwriting models and assessing cap rates for smarter investing. -Explore the benefits of staying laser-focused on one strategy in real estate development. Mentioned investment opportunity: www.bluelake-capital.com/btdallas  Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Timestamps 00:00 Introduction to Multifamily Real Estate 00:37 Meet Justin Goodin: From Value Add to Development 04:16 Challenges and Strategies in Multifamily Development 11:28 Insights on Financial Modeling and Underwriting 20:52 Lightning Round and Final Thoughts Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #realestate #investing #multifamilydevelopment Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you investing in the right states to protect your real estate portfolio? In this episode, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, reveals the top five landlord-friendly states in the U.S. She covers key factors like economic stability, property taxes, and rent control policies that can make or break your investment returns. Key Takeaways: -Understand what makes a state landlord-friendly and why it matters for your investments. -Discover the top five states that offer the best conditions for landlords. -Learn why Texas stands out as the number one choice for real estate investors. Tune in to make smarter, more secure investment decisions. — Watch episode here: https://youtu.be/vVfiozWLcYA  Read transcript here: https://share.descript.com/view/0f5FdFWcnUo  Mentioned investment opportunity: www.bluelake-capital.com/btdallas  Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Timestamps 00:00 Introduction and Investor Insights 00:54 Understanding Landlord Friendly States 01:56 Top 5 Landlord Friendly States 06:59 Conclusion and Current Opportunities Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #investing #realestate #landlord-friendly Learn more about your ad choices. Visit megaphone.fm/adchoices

Curious about the complexities of investing in short-term rentals? In this episode of REady2Scale, we dive into the key strategies and challenges of Airbnb investments with Taylor Jones, Head of Acquisitions for STR Search and TechVestor. Whether you’re experienced in real estate or just starting out, this conversation offers practical insights to help you navigate the short-term rental market effectively. Key Points Covered: -Factors that influence profitability in short-term rental investments. -How to identify promising markets for Airbnb properties. -The impact of regulations on short-term rentals and ways to manage risks. -Balancing occupancy and revenue to optimize returns. -Overview of passive investment opportunities in the short-term rental market. Tune in to gain insights that can help you navigate the world of short-term rentals with greater confidence. Watch full video here: https://youtu.be/NFVqhk-7rSU  Read transcript here: https://share.descript.com/view/BvTnQ5V6xO5  Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Timestamps 00:00 Introduction to Short-Term Rentals and Guest Introduction 01:20 Understanding the Role of Acquisitions in STR 03:21 The Art and Science of Underwriting Short-Term Rentals 06:20 Navigating Market Dynamics and Regulations 16:45 Investment Strategies and Final Thoughts Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #airbnb #rentals #cashflow Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you sure you're spotting the red flags in today's real estate deals? In this episode, Jeanette Friedrich uncovers the crucial warning signs that could make or break your next investment. Invest in a strong cash-flowing property today: www.bluelake-capital.com/btdallas  What You’ll Learn: -Business Plans: Why sticking to outdated strategies could sink your investment and what to look for in a realistic, sustainable plan. -Market Fundamentals: The importance of investing in a strong market, asset, and tenant base, and how missing any of these can increase your risk. -Creative Value-Add Strategies: Learn how simple, tenant-focused amenities can add significant value without relying on rent hikes. -Financing Pitfalls: Tips on navigating today’s high-interest rates and why assuming low-rate debt could be your best move. -Tenant Base Analysis: Why understanding the income and job diversity of your tenants is crucial for long-term stability. Tune in to arm yourself with the insights you need to make smarter, safer real estate investments in an unpredictable market.  Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Watch here: https://youtu.be/qfqBfI5Umvs  View transcript here: https://share.descript.com/view/VWjkVlVuWmM  Timestamps 00:00 Introduction and Overview 00:43 Red Flag #3: Unrealistic Business Plans 04:13 Red Flag #2: Missing Fundamentals 09:01 Red Flag #1: Poor Financing 09:58 Conclusion and Summary Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #Realestate #Investing #redflags Learn more about your ad choices. Visit megaphone.fm/adchoices

What if the key to skyrocketing your real estate success lies not in what you know, but who you know? In this episode of REady2Scale, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, sits down with Peter Turner, the owner of Capital Turners and Vice President of Turner Safety Solutions, to uncover how strategic networking can be a game-changer in your investing journey. Mentions: https://www.amazon.com/Strategies-Wealth-Happiness-Americas-Philosopher/dp/0761506160 Key Takeaways: -The Power of Networking: Peter shares how his network played a pivotal role in his transition from a 30-year military career to real estate investing. He emphasizes the importance of self-identifying as an investor and using personal connections to grow a portfolio. -Real Estate Journey: Learn about Peter’s progression from investing in small multifamily properties to larger syndications. He offers practical advice for those considering a full-time career in real estate, including the need to diversify income streams and take calculated risks. -Market Challenges & Opportunities: The discussion covers the current real estate market, touching on the impact of rising interest rates, the importance of strong sponsor communication, and how to navigate capital calls effectively. -Actionable Advice: Peter highlights the importance of staying invested during uncertain times, leveraging creative financing solutions, and the value of relationships in long-term success. Why Listen: This episode is packed with valuable insights for both new and seasoned real estate investors. Whether you're just starting out or looking to scale your portfolio, Peter Turner's experience and practical advice provide actionable strategies to help you succeed in the ever-changing real estate landscape. Connect with Peter Turner: LinkedIn: Peter Turner Website: www.capitalturners.com Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Timestamps 00:00 Introduction and Guest Welcome 02:03 Peter Turner's Background and Military Service 04:23 Networking and Real Estate Journey 06:27 Transitioning to Full-Time Real Estate Investing 20:00 Facing Challenges in Property Management 23:21 Navigating Market Volatility 26:28 The Value of Real Estate Investments 31:51 Lightning Round and Final Thoughts Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #Realestate #Investing #PassiveIncome #Wealth Learn more about your ad choices. Visit megaphone.fm/adchoices

What really happens when global markets get rocked? In this episode of REady2Scale, Jeannette Friedrich and Syed Mahmood from Blue Lake Capital break down the latest financial turbulence that sent shockwaves across Wall Street. Discover the forces behind the sudden market rebound and learn why a small move by the Bank of Japan caused such widespread panic. This episode offers practical insights to help you navigate these unpredictable times and safeguard your investments. Key Takeaways: -Market Rebound Explained: An overview of the week’s wild swings on Wall Street and what drove the Dow to jump nearly 700 points. -The Yen Carry Trade Unveiled: A clear explanation of how Japan’s interest rate hike impacted global markets and triggered investor panic. -Investor Psychology: Understanding the emotional factors that amplify market volatility and how to manage your own reactions. -Stock Market vs. Real Estate: A comparison of the unpredictable nature of stocks versus the relative stability of real estate investments, especially in uncertain times. -Portfolio Management: Jeannette’s personal experience with rebalancing her investments and tips for maintaining a balanced portfolio. -Real Estate Outlook: Why multifamily properties continue to be a strong investment choice and what the future may hold as interest rates are expected to decline. -Personal Insights: Syed Mahmood shares his personal interests, book recommendations, and thoughts on living an extraordinary life. Watch here: https://youtu.be/HqFglLdz6ns  View Transcript here: https://share.descript.com/view/4jQhbrd21cy  Contact Syed: Smahmood@bluelake-capital.com  Mentions: www.bluelake-capital.com/btdallas  Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com.  To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Timestamps 00:00 Breaking News on Wall Street 00:32 Meet the Hosts: Jeanette and Syed 01:03 Understanding the Market Turmoil 02:31 The Impact of Japan's Interest Rate Hike 05:53 Real Estate vs. Stock Market 11:07 Lightning Round and Final Thoughts Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #Nvidia #Berkshire Hathaway #Yen Carry Trade #Stock Market Learn more about your ad choices. Visit megaphone.fm/adchoices

Have you ever wondered how revitalizing mobile home communities can transform affordable housing and generate stable investment returns? In this insightful episode, Jeannette Friedrich from Blue Lake Capital speaks with Sam Hales, the founder of the Saratoga Group, about the intricacies and opportunities in mobile home community investments. With a background in chemical engineering and an MBA from Wharton, Sam shares his journey from single-family home investments in California to revitalizing mobile home communities across the U.S. Key Takeaways: -Sam Hales' transition from single-family homes to mobile home communities. -Unique characteristics and benefits of mobile home park investments. -Challenges in management and strategies for successful community revitalization. -Insights on affordable housing solutions and government involvement. -Revenue models and investment returns in mobile home parks. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Watch the episode here. View transcript here. Timestamps 00:00 Introduction to Affordable Housing 00:24 Meet Sam Hales: Founder of Saratoga Group 01:42 Transition from Single Family Homes to Mobile Home Communities 03:54 Unique Characteristics of Mobile Home Parks 09:44 Revitalizing Mobile Home Communities 13:39 Challenges and Strategies in Mobile Home Park Management 17:35 Affordable Housing Solutions and Government Involvement Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #Investing #MobileHomeCommunities #AffordableHousingSolutions Learn more about your ad choices. Visit megaphone.fm/adchoices

Return of capital or return on capital - what is the difference and why do you need to know? Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, breaks down the critical concepts of "Return on Capital" vs "Return of Capital." These terms are essential for investors aiming to make informed decisions about their investments. Key Takeaways: -Return on Capital: Understand how your money can generate consistent earnings. -Return of Capital: Learn about recovering your initial investment over time. -Investment Strategy: Discover which approach aligns with your financial goals. Why This Matters:Grasping these concepts ensures you know what to expect from your investments and helps you choose the right strategy to meet your financial objectives. Watch the full episode here. View transcript here.  Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.blue lake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Timestamps 00:00 Introduction to Capital Returns 00:38 Understanding Return on Capital 01:30 Understanding Return of Capital 02:25 Choosing the Right Investment Strategy 03:37 Conclusion and Investment Opportunities #RealEstate #ReturnOnCapital #WealthBuilding Learn more about your ad choices. Visit megaphone.fm/adchoices

When it comes to getting deals done, what are the best negotiation tactics that you can possibly implement? Whether it’s real estate, landing a key client, or creating a joint venture - negotiations are an art we all strive to improve at.  Listen in on today's episode of REady2Scale while Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, hosts Bill Himmelstein, Founder and CEO of Tenant Advisory Group. Bill shares his extensive experience in commercial real estate, providing valuable insights into strategies that have helped him succeed in even the most challenging market conditions.  Key Takeaways: -Year Up and Community Service: Bill discusses his involvement with Year Up, a program empowering underserved youth. -Starting a Business During a Crisis: Bill explains why he launched his real estate company in 2008. -Navigating Market Crises: Bill talks about finding opportunities in challenging times and adapting to market changes. -Effective Negotiation Strategies: Bill shares his top negotiation tactics, emphasizing collaboration and respect. -Lessons from Real Estate: Bill highlights the importance of listening, respect, and persistence. -Lightning Round Insights: Bill reveals his interests and favorite book, emphasizing the power of a positive attitude. Connect with Bill Himmelstein: Website: tagcommercialbroker.com Email: bill@tagcommercialbroker.com Watch the full episode here. View transcript here.  Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.blue lake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Timestamps 00:00 Introduction and Guest Welcome 01:26 Year Up and Community Service 03:09 Starting a Real Estate Business in 2008 05:17 Navigating Market Crises 12:02 Effective Negotiation Strategies 20:52 Lightning Round and Closing Thoughts #investing #multifamily #wealth Learn more about your ad choices. Visit megaphone.fm/adchoices

What are some real game-changing tips and advice that lead to success in real estate investing? I asked some of our most sophisticated investors to share their insights, and you won't want to miss this! Mentions: NEW Exclusive Investment Offering in Dallas, TX here: https://www.bluelake-capital.com/btdallas  Key Takeaways: Importance of a Good Sponsor: Learn why having a reliable and experienced sponsor can make or break your real estate investments. Smart Investment Choices: Discover the significance of investing in products and properties that you believe in and would use yourself. Following Expert Advice: Understand the value of staying humble and listening to advice from real estate experts. Financing Insights: Gain essential knowledge about the intricacies of financing structures and their impact on returns. Due Diligence: Find out why thorough research on sponsors, sellers, and property management companies is crucial for investment success.  By following these expert tips, you can make more informed decisions and enhance your chances of success in the real estate market. Whether you're a seasoned investor or just starting, this episode is packed with practical advice to help you grow your wealth. Watch the full episode here. Read the transcript here. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com.   To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Timestamps 00:00 Introduction and Episode Overview 01:00 Top Advice from Successful Investors 01:58 Investing Strategies and Tips 04:16 Importance of Due Diligence 06:14 Conclusion and Current Opportunities Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Music: Pomplamoose #Invest #RealEstate #ExpertTips Learn more about your ad choices. Visit megaphone.fm/adchoices

Ever wondered how the value-add strategy in multifamily real estate translates to the hotel industry? In this episode of REady2Scale, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, sits down with Michael Ealy, President and CEO of Nassau Investments, to dive into the world of value-add strategies in the hotel industry. Known for his extensive experience in both multifamily and hotel investments, Michael shares his journey, insights, and lessons learned from operating in these two distinct real estate sectors. Key Takeaways: -Introduction to Value-Add in Hotels: Michael Ealy explains the concept of value-add in the hotel industry, comparing it to multifamily investments. He highlights the benefits such as significant depreciation and accelerated depreciation, which can provide substantial tax advantages. -Financial Benefits: Michael discusses the potential for higher cash flow and lower acquisition costs in hotel investments compared to multifamily properties. He elaborates on the financial metrics used in the hotel industry, such as the Average Daily Rate (ADR) and occupancy rates. -Challenges and Opportunities: The conversation covers the challenges unique to hotel management, including brand requirements and the importance of having a strong sales team to maintain high occupancy rates. Michael emphasizes the need for proactive management and the ability to adapt to market conditions. -Lessons from Multifamily and Hotels: Michael shares valuable lessons learned from his experiences in both sectors, including the importance of effective property management, the benefits of cost segregation, and the necessity of addressing maintenance issues promptly to avoid future problems. -Future Predictions: Michael offers his insights on the future of the real estate market, particularly in the Sunbelt region, and the potential opportunities arising from the impending loan maturities and market corrections. -Personal Insights and Motivation: Michael provides a glimpse into his personal life, discussing his background, his passion for coaching and mentoring, and his philosophy of giving back to the community. Prefer to read the transcript? View here. Watch the full episode here. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com.  To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Timestamps 00:00 Introduction to Value Add in Hotels 01:08 Political Commentary and Market Insights 02:55 Deep Dive into Hotel Investments 21:38 Guerrilla Marketing in Real Estate 25:29 The Importance of Providing Service 27:30 Predictions and Advice for Investors Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker #Investing #Hotels #Value-add Learn more about your ad choices. Visit megaphone.fm/adchoices

Did you know that having $100,000 in your savings account can dramatically accelerate your net worth? In this insightful episode of REady2Scale, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, reveals why this milestone is a financial game-changer.     Discover the psychological shift that changes your approach to money.     Learn how financial security boosts your confidence in decision-making.     Find out about the exclusive opportunities that become available.     Understand the benefits of enhanced financial tools and terms.     Explore the strategies for optimizing your tax efficiency. Tune in to discover 7 ways of how reaching $100,000 in savings can set you on a path to significant financial growth and stability. — Prefer to read the transcript? View here. Watch the full episode here. *Don’t forget to like, comment, and subscribe! Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com.  To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Timestamps 00:00 Introduction: The Magic of $100,000 00:56 Psychological and Confidence Boost 01:27 Leveraging Financial Tools 01:59 Networking and Exclusive Access 02:47 Enhanced Financial Tools and Risk Tolerance 04:14 Scaling Passive Investments and Tax Efficiency Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening Music: Pomplamoose #networth #wealth #finance Learn more about your ad choices. Visit megaphone.fm/adchoices

What does it take to rise from humble beginnings to become a successful real estate investor and CEO? In this episode of REady2Scale, Director of Investor Relations Jeannette Friedrich sits down with Blue Lake Capital's CEO, Ellie Perlman, to uncover the remarkable story behind her journey and the valuable lessons she's learned along the way. Register for the LIVE Investor Webinar here: https://us02web.zoom.us/webinar/register/WN_3B2FQKnxTjOAeXmKzj370g  Free eBook “The Ultimate Guide to Creating and Preserving Your Wealth” here: https://www.bluelake-capital.com/guidetocreatingandpreservingwealth Key Takeaways: Ellie Perlman's Background and Journey -Growing up in poverty in Israel and overcoming adversity. -Transitioning from a legal career to founding Blue Lake Capital. The Importance of Resilience and Adaptability -Facing and overcoming health challenges. -The impact of perseverance and determination on career success. Investment Strategies and Market Insights -Importance of tenant quality and location. -Utilizing conservative debt strategies in real estate deals. Personal and Professional Growth -Balancing personal investments with investor responsibilities. -The rigorous investment committee process at Blue Lake Capital. Advice for Aspiring Real Estate Investors -Interviewing potential sponsors and asking tough questions. -Seeking references and speaking to current investors for insights. Jeannette Friedrich's Story -Transitioning from marketing to real estate investing. -Discovering the power of real estate through personal challenges. Living an Extraordinary Life -Finding fulfillment beyond financial success. -The importance of purpose and passion in driving satisfaction. Timestamps 00:00 Introduction to Multifamily Property Ownership 01:18 Ellie Perlman's Inspiring Journey 04:20 Overcoming Adversity and Career Shifts 10:07 Founding Blue Lake Capital 13:29 Jeanette's Story and Real Estate Realization 20:12 Investment Strategies and Market Insights 29:10 Advice for Aspiring Real Estate Investors Prefer to read? View transcript here. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com.  To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker #Realestate #Investing #Millionaire Learn more about your ad choices. Visit megaphone.fm/adchoices

How does the ‘rich mindset’ on money differ from the ‘poor mindset? And which mindset do you have? In this insightful episode of REady2Scale, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, reveals three essential changes that can transform your financial mindset and practices. Drawing from her experiences with successful accredited investors, Jeannette shares valuable lessons that can help you on your journey to financial prosperity. Key Takeaways: Mindset Shift: Rich vs. Poor -Discover the critical difference between a rich mindset and a poor mindset. -Learn how to transition from a defensive to an offensive financial approach. Budgeting vs. Financial Planning -Understand why financial planning is crucial for long-term success. -Get practical tips to move beyond mere budgeting to comprehensive financial planning. Finding Your 'Why' Beyond Wealth -Explore the importance of having a motivation that goes beyond personal wealth. -See how aligning your financial goals with your values can drive sustained success. Why Listen? This episode provides actionable insights and practical advice for enhancing your financial success and building wealth sustainably. Jeannette's experiences and observations offer valuable lessons to help you achieve your financial goals, whether you're just starting or refining your strategies. Tune in to learn how to shift your mindset, plan effectively, and find a powerful motivation that will drive your financial success. Prefer to read? View the transcript here. Watch the full video here. Timestamps 00:00 Introduction: The Rich Keep Getting Richer 00:58 Mindset Shift: Rich vs. Poor 03:04 Budgeting vs. Financial Planning 04:51 Finding Your 'Why' Beyond Wealth 06:48 Conclusion and Encouragement Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening Music: Pomplamoose Learn more about your ad choices. Visit megaphone.fm/adchoices

Have you ever wished you could sit down with an economist and understand what's happening in today's markets? In this episode of REady2Scale, host Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, does exactly that with Dr. Tim Savage, Clinical Assistant Professor at the NYU Schack Institute of Real Estate. Listeners will gain valuable insights into: -Real Estate Market Dynamics: Discover the importance of location and leverage in real estate. -Commercial Real Estate Predictions: Get forecasts on market trends, debt crises, and interest rates. -AI and Machine Learning: Explore how these technologies could revolutionize real estate analysis. -Historical Data Challenges: Understand the scarcity of historical data and potential solutions for better industry practices. This episode is essential for investors and real estate professionals seeking to understand the economic forces shaping the market. Tune in for expert analysis and perspectives that will help you navigate the ever-evolving real estate landscape. Prefer to read the transcript? View here. Watch the full episode here. Timestamps 00:00 Introduction and Guest Welcome 00:26 Tim Savage's Background and Real Estate Insights 02:53 Commercial Real Estate Market Predictions 13:05 Impact of AI and Machine Learning on Real Estate 23:00 Lightning Round and Closing Remarks Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening Music: Pomplamoose Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you ready to unlock the secrets of time and money management that successful investors swear by? In this episode, Jeanette Friedrich, Director of Investor Relations at Blue Lake Capital, shares practical insights on maximizing both your time and money, drawing from her experiences with successful investors. Here's what you'll learn: Key Takeaways: The 80/20 Principle: -Understand how 80% of your results come from 20% of your efforts. -Learn to identify key tasks, eliminate inefficiencies, and delegate effectively. Lifelong Learning and Self-Investment: -Discover the importance of continuous learning and self-investment. -Find out how successful investors constantly challenge themselves through courses, seminars, and new ventures. Reverse Engineering Your Financial Goals: -Learn to set and achieve financial goals by breaking them down into manageable steps. -Use reverse engineering to create tangible milestones and maximize your revenue streams. Practical Tips: -Aim for annual raises and explore higher-paying job opportunities. -Maximize your investment returns by reinvesting dividends and diversifying your portfolio. -Evaluate and enhance your side hustle or consider investing in others' ventures. Jeanette's actionable advice provides a clear roadmap for improving your financial health and making the most of your time. Tune in to gain valuable strategies that can lead to a more productive and financially rewarding life. Prefer to read the transcript? View here. Watch the full episode here. Timestamps 00:00 Introduction and Holiday Greetings 01:12 Maximizing Time: The 80/20 Principle 01:56 Lifelong Learning and Self-Investment 02:24 Reverse Engineering Your Financial Goals 04:28 Practical Tips for Increasing Income Streams Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening Music: Pomplamoose Learn more about your ad choices. Visit megaphone.fm/adchoices

Is now the time to be bullish or bearish on real estate? In this episode of REady2Scale, host Jeanette Friedrich, Director of Investor Relations at Blue Lake Capital, sits down with Paul Fiorilla, Director of US Research Editorial for Yardi Matrix. Paul brings a wealth of knowledge from his extensive background in real estate research and editorial roles, including his time as Editor-in-Chief of the CRE Finance Council and VP at Prudential Real Estate. Key Takeaways: -Market Trends and Forecasts: Paul shares his insights on where the real estate market is headed, particularly focusing on multifamily properties. He discusses the varying performance of different property types, such as the challenges faced by the office sector versus the booming industrial and resilient retail sectors. -Multifamily Market Analysis: The episode delves into the multifamily market's performance post-pandemic, highlighting significant trends in household formation, migration to the Sunbelt, and rent growth. Paul provides a detailed analysis of current trends and future predictions for rent growth and occupancy rates across various regions. -Impact of Economic Factors: Paul discusses how economic factors, such as job growth, immigration, and supply chain issues, influence real estate markets. He explains how these factors contribute to the current market conditions and what investors can expect moving forward. -Comparing Financial Crises: A comparison between the 2008 financial crisis and the current market situation is made, with Paul explaining why today's market is not headed for a similar systemic crisis. He highlights the differences in leverage, economic performance, and the health of the banking sector. -Geopolitical and Macroeconomic Impacts: The episode touches on the potential impacts of geopolitical events and macroeconomic trends on real estate investing. Paul provides insights into how global trade, political changes, and exogenous events can influence real estate markets. -Investment Strategies: Paul emphasizes the importance of having a well-defined investment strategy. He shares examples of successful investment approaches, such as those used by large operators like Blackstone, and offers advice on identifying and capitalizing on emerging trends and niche property types. Connect with Paul: Listeners can connect with Paul Fiorella through the Yardi website, via email at Paul.Fiorella@yardi.com, or on LinkedIn, where he regularly shares his research and insights. Watch the full episode here. Read the transcript here. Timestamps 00:00 Introduction and Guest Welcome 01:07 Paul's Insights on Real Estate Market Trends 02:52 Deep Dive into Property Types and Performance 21:33 Comparing 2008 Financial Crisis to Today 36:16 Geopolitical Impacts and Future Predictions Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening Music: Pomplamoose Learn more about your ad choices. Visit megaphone.fm/adchoices

What are the 5 most effective strategies when it comes to actually creating wealth with real estate? In this episode, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, reveals five powerful strategies that the pros use to build their fortunes in real estate. Leveraging her unique position and experience, Jeannette offers an inside look at the methods that can transform your investment approach.  Key Strategies Discussed: Traditional Rental Properties The BRRRR Strategy (Buy, Rehab, Rent, Refinance, Repeat) House Flipping Multifamily Investing Wholesaling Jeannette emphasizes the importance of understanding each strategy's nuances and aligning them with your investment goals. By exploring these methods, you'll be better equipped to navigate the real estate landscape and make strategic decisions to grow your wealth. Prefer to read the transcript? View here. Watch the full YouTube video here. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Timestamps 00:00 Introduction to Wealth Creation with Real Estate 00:42 Traditional Rental Properties: Pros and Cons 02:19 The BRRRR Strategy Explained 04:19 House Flipping: Risks and Rewards 05:35 Multifamily Investing: Scaling Up 08:17 Wholesaling: Quick Turnaround Deals Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening Music: Pomplamoose Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you ready to discover how real estate can be your ultimate inflation hedge and a powerful tool for building wealth? In this episode of "Ready to Scale," host Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, sits down with Elijah Brown, Co-Founder and Managing Partner at Goldhawk Capital. With a portfolio of over 2,500 units and a transaction value of $350 million, Elijah shares his extensive experience and journey through various roles in real estate investing. Key Takeaways: Real Estate as an Inflation Hedge: -Elijah and Jeannette discuss why real estate is a strong hedge against inflation, emphasizing its ability to preserve and grow wealth over time. Different Investment Models: -Elijah outlines his progression from syndication to co-GP roles and finally to fund of funds. He highlights the pros and cons of each model, providing valuable insights for investors at different stages of their journey. -Syndication: High potential profits but requires significant time and effort. -Co-GP: Allows for leveraging other partners' expertise and scaling efficiently. -Fund of Funds: Focuses on raising capital and vetting deals, outsourcing property management. Navigating the Current Market: -Elijah provides strategies for raising capital in today’s challenging environment. He advises positioning oneself to capitalize on future market upturns and stresses the importance of having a solid, standout deal to attract investors. Leadership Skills from the Military: -Elijah reflects on how his military background, especially his training in discipline and leadership, has contributed to his success in real estate. Geopolitical and Economic Insights: -Elijah discusses the potential impacts of geopolitical tensions on the economy, particularly inflation, and the importance of long-term fixed-rate debt to weather market fluctuations. Automation and Efficiency: -Elijah emphasizes the value of automations and delegations in business operations, sharing tools and strategies for optimizing workflows and freeing up time for strategic activities. Practical Advice for Investors: -Elijah advises aspiring investors to take action rather than getting stuck in perpetual learning. He recommends starting with small deals to gain experience and insights. Bonus Content: Elijah offers a free "Quick Calculator" tool for aspiring operators to quickly assess deal viability without extensive underwriting. Access it at goldhawk.us/quickcalc. Tune in for a wealth of knowledge and practical advice from an industry expert who has successfully navigated various facets of real estate investing. Whether you’re a new investor or a seasoned professional, Elijah’s insights will provide valuable guidance to help you scale your investments effectively. For more resources and updates, visit bluelakecapital.com and subscribe to our weekly newsletter. Contact Elijah Brown: LinkedIn: Elijah Brown Free Quick Calculator: goldhawk.us/quickcalc Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Read the transcript here. Timestamps 00:00 Introduction to Real Estate and Inflation 00:27 Meet Elijah Brown: Background and Experience 01:52 Elijah's Journey in Real Estate 05:02 Pros and Cons of Different Real Estate Roles 09:40 Challenges and Strategies in Capital Raising 17:55 Military Leadership and Real Estate 21:53 Geopolitical Impacts on Real Estate 25:27 Lightning Round and Final Thoughts Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening Music: Pomplamoose Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you torn between investing in the stock market and real estate? This episode of REady2Scale is a must-listen as Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, unpacks the truth behind these two popular investment strategies. Drawing from her extensive experience with high-net-worth investors, Jeannette compares and contrasts the benefits and challenges of both investment avenues, offering valuable insights and practical advice. Why Listen? -Understand the core differences and similarities between real estate and stock market investments. -Gain insights from real-world examples and expert analysis. -Learn strategies to diversify your portfolio and mitigate risks. Tune in to enhance your investment knowledge and make informed decisions about your financial future. For more tips and insights, subscribe to REady2Scale and visit Blue Lake Capital's website. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Watch the video here. View transcript here. Timestamps 00:00 Introduction: Stock Market vs Real Estate 00:43 Perks and Downsides of Real Estate 02:06 Blue Lake Capital: Investment Opportunities 03:21 Advantages of the Stock Market 04:01 Risks and Complexities of Stock Market Investing 05:18 Combining Strategies for Long-Term Success Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening Music: Pomplamoose #passiveinvesting #realestate #wealthbuilding Learn more about your ad choices. Visit megaphone.fm/adchoices

Curious how a former restaurant owner turned $172,000 into a multifamily empire? Discover the secrets behind transforming a local business into a multimillion-dollar real estate empire. In this episode of REady2Scale, Gino Barbaro reveals how he went from owning an Italian restaurant to becoming a leading expert in multifamily apartment investing. Learn from his journey, gain valuable insights into avoiding investment mistakes, and understand the importance of mentorship and strategic planning in building lasting wealth through real estate. Key Takeaways: -Transition Story: Learn about Gino's shift from the restaurant industry to real estate, sparked by personal introspection and a desire for greater fulfillment. -Lessons from Failures: Gino discusses his initial struggles and mistakes in real estate investing, emphasizing the importance of market cycles, due diligence, and niche focus. -The Importance of Mentorship: Discover how investing in mentorship and education propelled Gino’s growth and success in the real estate sector. -Passive Investor Program: Gino introduces his new program designed to help passive investors avoid common pitfalls and make informed investment decisions. -Market Challenges and Opportunities: Insights into current market conditions, challenges faced by investors, and emerging opportunities in the multifamily space. -Key Advice for Entrepreneurs: Gino shares powerful lessons on building a successful business by focusing on providing value to the marketplace rather than solely aiming to provide for one’s family. -Personal Development: The role of personal development, life coaching, and setting empowering goals in achieving professional and personal growth. Prefer to read the interview? See transcript here. Or, watch the full episode here. Additional Insights: -Gino's Background: From running Gino’s Trattoria to mentoring students who now own over 80,000 units, Gino’s journey is a testament to resilience and strategic pivoting. -The Jockey, Saddle, and Horse Framework: A practical approach for passive investors to evaluate sponsors and deals effectively. -Work Ethic and Persistence: The correlation between hard work in the restaurant industry and success in real estate investing. -Books to Read: Recommendations include "The Secrets of the Millionaire Mind" by T. Harv Eker and "Happy Money" by Ken Honda. Guest Information: -Name: Gino Barbaro -Website: Jake and Gino -Notable Works: Author of "Will Barrow Profits," "The Honey Bee," and "Family, Food, and the Friars." Quote of the Episode: “Money is a result. As entrepreneurs, we are conditioned to chase opportunity. The more opportunity and value we create, the more money will show up.” – Gino Barbaro Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Timestamps 00:00 Introduction and Welcome 00:33 Meet Gino Barbaro 01:13 Gino's Journey from Restaurant to Real Estate 05:03 The Birth of Jake and Gino 07:26 Current Market Challenges and Opportunities 09:31 The Passive Investor Program 16:55 Lessons from Failures and Successes 23:32 Lightning Round and Final Thoughts Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening Music: Pomplamoose #passiveinvesting #realestate #wealthbuilding Learn more about your ad choices. Visit megaphone.fm/adchoices

The market is moving and I'm here to make sure you stay up to speed. If you're a real estate investor in the U. S., let’s dive into the top most promising markets as of June 2024 for real estate investing, focusing on two critical criteria: cash flow and appreciation. Let’s get REady2Scale. Key Takeaways: Understanding Appreciation: Learn how property value increases over time can significantly boost your investment returns. Top 10 Markets: Discover the cities projected to excel in real estate investments. Each market is analyzed based on average annual appreciation, average rent, and the percentage of renters. Key Considerations: Beyond data points, learn what other factors to consider: -Tenant Base: Assess tenant affordability for potential rent increases. -Crime Rates: Evaluate the safety of the property's location. -School Ratings: Consider family-friendliness and stability for long-term tenants. -Sponsor Due Diligence: Importance of thoroughly vetting the general partner or sponsor, especially for passive investors. Why Listen: This episode provides actionable insights and data-driven analysis to help you make informed investment decisions in the dynamic real estate market. Whether you're a seasoned investor or just getting started, understanding these markets and key factors will enhance your investment strategy and potential returns. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Prefer to read the transcript? View here. Watch the full episode here. FOLLOW US ELSEWHERE ------------------------------- LinkedIn / bluelake-capital Instagram:   / bluelake_capital X:   / BlueLakeCap Timestamps 00:00 Introduction to Real Estate Investing 00:37 Key Investment Criteria: Cash Flow and Appreciation 00:55 Top 10 Promising Markets for June 2024 01:08 Markets Ranked 10 to 6 02:40 Invest with Blue Lake Capital 03:21 Markets Ranked 5 to 1 04:53 Additional Factors to Consider 06:01 Conclusion and Blue Lake Capital — Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening Music: Pomplamoose #passiveinvesting #realestate #wealth Learn more about your ad choices. Visit megaphone.fm/adchoices

Investing in Real Estate? Avoid These Mistakes! The benefit of having a network is that when you have the opportunity to consult with other people, you can often avoid mistakes that they have actually made. That's exactly what our guest, Aleksey Chernobelskiy, is going to be talking about on today's episode of REady2Scale. Tune in as Aleksey shares a sneak peek into his extensive experience and a comprehensive guide on the top 15 syndication mistakes to avoid, helping you navigate the complex landscape of real estate investment more effectively. Let’s get REady2Scale! What You Will Learn: -Insights on Transitioning from Public REITs to Private Syndications: Aleksey discusses his transition from traditional REITs to syndications, revealing a less-known facet of investment strategies that could be crucial for private investors. -Top Syndication Mistakes: Delving into common and often overlooked investment errors, Aleksey provides practical advice on how to navigate the syndication landscape effectively to avoid costly mistakes. -Current Real Estate Market Analysis: With a realistic perspective on the current real estate cycle, Aleksey and Jeannette discuss the potential future of real estate investments and what it means for both new and seasoned investors. -Practical Investment Tips: From the importance of due diligence to understanding complex deal structures, Aleksey gives actionable advice that passive investors can use to safeguard their investments. Listeners will benefit from Aleksey’s detailed breakdown of investment strategies, understanding both the risks and opportunities present in today’s real estate market. Whether you’re a seasoned investor or new to the field, this episode offers valuable insights into making smarter, more informed investment decisions. Remember to subscribe and review the REady2Scale podcast to never miss an episode! 🔗Links: Return on capital vs. Return of capital: What You Need to Know as a Passive Investor Top 15 Syndication Mistakes To Avoid  — Contact Information: aleksey@hey.com  lplessons.co   Prefer to listen to this episode? See transcript here.  Watch the full episode here. — Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. FOLLOW US ELSEWHERE ------------------------------- LinkedIn / bluelake-capital Instagram:   / bluelake_capital X:   / BlueLakeCap — Timestamps 00:00 Introduction to Today's Guest: Alexi Chernobelskiy 00:46 Alexi's Background and Career Journey 02:20 Insights on Real Estate and Investment Strategies 05:12 Current Real Estate Market Analysis 08:59 Top Syndication Mistakes to Avoid 16:21 Lightning Round and Final Thoughts Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening Music: Pomplamoose #passiveinvesting #realestate #wealth Learn more about your ad choices. Visit megaphone.fm/adchoices

They say the rich keep getting richer. And that's true. But if they can do it, why can't you? In this episode of the REady2Scale podcast, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, explores the multifaceted concept of wealth and shares key strategies the wealthy use to grow and protect their assets. Key Highlights: -Defining Wealth: Jeannette breaks down the different levels of wealth, offering insights into how each group approaches their financial journey. -Unique Wealth-Building Strategies: Discover five unconventional methods that the wealthy employ to continue building their wealth. -Tax Strategies: Learn about smart tax deferral techniques that allow wealthy individuals to maximize their investment returns. -Leveraging Debt: Understand how the wealthy use good debt to their advantage, turning borrowed money into profitable investments. -Investment Diversification: The importance of consistency and discipline in investment choices for sustained wealth growth. -Collecting Antiques: A look at how the wealthy use high-value items as investment tools. Jeannette also shares a visual guide illustrating the power of investing and how strategic financial planning can lead to substantial wealth accumulation over time. Subscribe to our YouTube Channel here. Prefer to listen to this episode? See transcript here.  Watch the full episode here. Bonus: Want to learn more about whole life insurance? Check out our episodes here and here. — Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. — Timestamps 00:00 Introduction: The Rich Keep Getting Richer 00:46 Understanding Wealth: What Does It Mean to Be Rich? 01:13 The Four Levels of Wealth 02:18 Crazy Wealth-Building Strategies: Whole Life Insurance 03:24 Tax Strategies of the Wealthy 05:08 Leveraging Good Debt 06:04 Diversifying Investments 06:30 The Power of Investing: A Visual Guide 07:46 Blue Lake Capital: Investment Opportunities 08:28 Collecting Antiques: A Unique Wealth Strategy 09:10 Conclusion: How the Wealthy Stay Wealthy FOLLOW US ELSEWHERE ------------------------------- LinkedIn / bluelake-capital Instagram:   / bluelake_capital X:   / BlueLakeCap Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening Music: Pomplamoose #realestate #richgetricher #wealth Learn more about your ad choices. Visit megaphone.fm/adchoices

Ever wondered how to turn the housing crisis into an opportunity for innovation and profit? In this episode of REady2Scale, host Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, dives deep into the complexities of the housing crisis and innovative solutions with Adam Zach, co-founder of Home Equity Partner. This episode is packed with insights into how to disrupt the real estate industry, create impact, and generate returns. Key Takeaways: Adam Zach's Journey: -Adam shares his inspiring journey from a civil engineer to a successful real estate investor who retired at 32. -Insights into his early investment strategies and how personal development played a crucial role in his success. Innovative Rent-to-Own Strategies: -Explanation of different rent-to-own strategies, lease purchase options, and contract for deeds. -How Home Equity Partner connects real estate investors with potential homeowners who are a few years away from qualifying for a mortgage. -Detailed breakdown of how each strategy works and the benefits for both investors and tenant-buyers. Navigating High Interest Rates: -Discussion on how the current high-interest rate environment impacts rent-to-own models. -Strategies for maintaining incentivized returns despite higher borrowing costs. Mitigating Risks: -How Home Equity Partner mitigates risks through thorough tenant screening, rent guarantee insurance, and careful pairing of investors and properties. -Importance of understanding investor goals and tailoring deals to meet specific needs. Scaling a Real Estate Business: -Adam shares lessons learned from scaling his business, including the importance of partnerships, continuous learning, and understanding deal flow. -Challenges and strategies in managing a large portfolio spread across multiple states. Personal Insights and Motivation: -Adam’s personal mission to leverage real estate to appreciate lives and his focus on cash flow over wealth. -Jeannette shares her own motivations driven by securing the future for her children, especially those with disabilities. --- Practical Advice: Tips for those looking to scale their business, including finding the right partners, leveraging unique skill sets, and continuously learning. Encouragement to take the first step in any venture and be open to pivoting as new opportunities and challenges arise. Contact Information: Adam can be reached through LinkedIn, Facebook, or via the Home Equity Partner website at homeequitypartner.com. Prefer to listen to this episode? See transcript here.  Watch the full episode here. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. FOLLOW US ELSEWHERE ------------------------------- LinkedIn / bluelake-capital Instagram:   / bluelake_capital X:   / BlueLakeCap Timestamps 00:00 Introduction to the Housing Crisis 00:37 Meet Adam Zach: From Engineer to Real Estate Mogul 02:03 Adam's Journey to Early Retirement 04:21 Disrupting the Real Estate Market 06:45 Understanding Rent-to-Own Strategies 10:21 Navigating High Interest Rates 17:49 Mitigating Risks in Rent-to-Own Investments 22:34 Scaling the Business 23:44 Managing a Large Real Estate Portfolio 24:55 The Power of Partnerships 25:36 Scaling the Business 26:12 Active vs. Passive Investing 27:15 Personal Mission and Real Estate 28:59 Understanding Investor Goals 29:53 Unique Advantages and Motivations 33:49 Lessons in Scaling a Company 37:28 Lightning Round Questions 44:31 Conclusion and Final Thoughts #investing #realestate #rent-to-own #wealth Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening Music: Pomplamoose Learn more about your ad choices. Visit megaphone.fm/adchoices

How do elections shape the real estate market, and what should investors be aware of? In this episode of REady2Scale, Ellie Perlman, founder and CEO of Blue Lake Capital, delves into the impact of the 2024 elections on the real estate market, particularly multifamily assets. Drawing from historical data and her extensive experience, Ellie breaks down the short-term and long-term effects of election outcomes on real estate investments. Key Takeaways: -Short-term Uncertainty: Elections often cause short-term market jitters due to political uncertainty. Investors may hold off on decisions until the political landscape becomes clearer, leading to temporary dips in market activity and property values. -Long-term Stability: Despite short-term fluctuations, the long-term impact of elections on multifamily performance is typically minimal. Strong market fundamentals, such as consistent demand for rental housing, help sustain multifamily investments regardless of the political party in power. -Economic Factors: 1. Interest Rates and Investor Confidence: Fluctuating interest rates during election years can impact investor confidence and investment decisions. 2. Policy Changes and Taxation: Potential changes in tax policies and regulations depending on the winning party can influence investor behavior and market dynamics. 3. Job Market and Consumer Confidence: A strong job market boosts rental demand and occupancy rates, while economic uncertainty can have the opposite effect. 4. Availability of Credit: Economic volatility during election years can tighten credit availability, affecting property prices and investment opportunities. Conclusion Ellie advises investors to stay informed about political developments and their potential impacts on the multifamily market. By focusing on the long-term fundamentals and understanding the interplay between economic factors, investors can navigate the uncertainties of election years with confidence. For more insights and investment opportunities, visit Blue Lake Capital's website www.bluelake-capital.com. Prefer to listen to this episode? See transcript here.  Watch the full episode here. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. FOLLOW US ELSEWHERE ---------------------------------------------------   LinkedIn / bluelake-capital Instagram:   / bluelake_capital X:   / BlueLakeCap — Timestamps 00:00 Introduction to Multifamily Demand 00:25 Welcome to Ready to Scale 00:57 Impact of Elections on Real Estate 03:20 Short-term vs Long-term Impacts 07:55 Economic Factors Influencing Multifamily 08:36 Interest Rates and Investor Confidence 10:59 Policy Changes and Taxation 13:53 Job Market and Consumer Confidence 16:39 Availability of Credit 20:50 Conclusion and Investment Advice — Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening Music: Pomplamoose #election #realestate #investing Learn more about your ad choices. Visit megaphone.fm/adchoices

Multifamily is under pressure. That's no secret. Some investor sentiment has been shaken and other investors are elated. So what is the future prospect of multifamily investing and what's going to happen to current portfolios? Join Jeannette Friedrich and Marcin Drozdz on this episode of REady2Scale to discuss just that. Key Takeaways -Historical Context: Marcin shares his experiences entering real estate during the 2008 financial crisis, highlighting challenges and strategies that are relevant today. -Market Comparisons: Examination of similarities and differences between the 2008 crisis and today's economic climate, particularly the crisis of confidence among consumers and institutions. -Investor Sentiment: Insight into current investor attitudes, with a focus on the risks of overly optimistic projections and the importance of diligent underwriting. -Extend and Pretend: Explanation of the "extend and pretend" phenomenon in commercial real estate and its implications for property valuations. -Valuation Challenges: Discussion on how to accurately assess property values in the current market, balancing risk and opportunity. -Multifamily Real Estate's Future: Marcin's perspective on why multifamily real estate remains a valuable investment despite market challenges and technological advancements. Practical Advice -Risk Management: Emphasis on the importance of understanding how much can be lost before considering potential gains. -Strategic Positioning: Tips on leveraging reputation for assured closings and targeting slightly smaller deals to secure favorable terms. -Market Opportunities: Identification of market segments likely to present opportunities, particularly properties that are too large for individuals but too small for major players. Connect with Marcin Website: marcindrozdz.com for resources and insights on real estate investing. Prefer to read the interview? See transcript here. Watch the full episode here. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Jeannette & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Timestamps 00:00 Introduction and Episode Overview 00:35 Meet Marcin Drozdzdz 01:24 Marcin's Real Estate Journey 02:56 Economic Similarities and Differences 04:19 Market Predictions and Strategies 07:54 Investor Sentiment and Underwriting 16:14 Valuation Challenges in Real Estate 23:52 Lightning Round and Personal Insights 28:07 Conclusion and Final Thoughts Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening Music: Pomplamoose Learn more about your ad choices. Visit megaphone.fm/adchoices

The market has entered a new cycle, and it’s very different from where we were even a year ago. How should you adjust your vetting process for multifamily real estate deals today? As the CEO of a multifamily firm, listen in as Ellie Perlman shares her expertise on how her team evaluates potential investments to ensure they align with their strategic goals. Key Takeaways Market Analysis: -How to understand local and sub-market conditions: what to research -Simple Google searches can provide valuable insights into market dynamics. Financial Evaluation: -Ellie discusses the importance of scrutinizing financials, particularly focusing on bad debt and rent growth. -High bad debt could indicate issues with tenant quality or management effectiveness. -Evaluating rent growth helps determine the potential for increasing rental income. Management Team Assessment: -How to choose the right property management team  -How a strong management team can significantly impact the success of an investment. Investment Committee and Underwriting: -Ellie explains the role of the investment committee in adding a layer of scrutiny to ensure sound decision-making. -Thorough underwriting practices help balance risk and opportunity, avoiding overly aggressive or overly conservative approaches. Touring the Assets: -The essential thing to do to understand the property's condition and potential. -The 3 Key questions to ask during tours Maintaining Discipline: -Despite market changes, Ellie stresses the importance of adhering to disciplined pricing and yield targets. -Staying disciplined helps ensure that investments remain viable and profitable. Prefer to read the interview? See transcript here. Watch the full episode here. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Timestamps 00:00 Introduction and Welcome 00:30 Overview of the Vetting Process 02:52 Key Factors in Deal Vetting 05:07 Importance of Market Analysis 08:23 Management Team and Underwriting 11:03 Touring the Assets 16:00 Final Thoughts and Contact Information Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening Music: Pomplamoose #investing #deals #multifamily #realestate Learn more about your ad choices. Visit megaphone.fm/adchoices

Can AI transform real estate investing to rival the stock market? Join Neal Bawa & Jeannette Friedrich as they explore the profound impact of AI, fractional investments, and the revolutionary ChatGPT-4 Omni. This episode delves into innovative strategies set to reshape the liquidity and accessibility of real estate, quite possibly bringing an entire new era for investment opportunities. What You Will Learn: -Neal Bawa's unique cognitive approach to business and investment, leveraging his personal experiences and mathematical prowess. -The pivotal role of AI, particularly the newly released ChatGPT-4 Omni, in revolutionizing real estate investment to mirror the liquidity and accessibility of the stock market. -Neal’s insights into the democratization of real estate through technology, regulatory changes, and the potential eradication of traditional barriers for investors. -Neal's major announcement about launching an AI-focused investment fund, set to capitalize on the latest advancements in AI technology. Why Listen: This episode is essential for anyone that prioritizes understanding current real estate trends, as well as the future of real estate investment and the transformative impact of AI. Neal's discussion about the launch of ChatGPT-4 Omni and its implications offers a rare glimpse into the future of tech-driven investment strategies. If you are an investor, tech enthusiast, or real estate professional, these insights will arm you with knowledge on where the industry is headed and how to leverage these changes for substantial growth. Prefer to read the interview? See transcript here. Watch full video episode here:  Time Stamps: 00:00 The Future of Humanoid Robots 00:39 Exploring Real Estate Investment with Neal Bawa 02:09 Neal Bawa's Unique Background and Its Impact 02:36 The Mathematical Mind: Autistic Insights into Numbers 06:02 From Technology to Real Estate: Neal's Journey 09:36 Understanding Risk Through a Unique Lens 12:38 Envisioning Real Estate's Rivalry with the Stock Market 13:40 The Role of AI in Democratizing Real Estate Investments 21:25 The Future of Real Estate: Transparency and AI 25:51 The Evolution of AI in Rating and Real Estate Transparency 27:16 The Role of Technology and Regulation in Real Estate Innovation 28:27 The Future of Real Estate: Transparency and AI Integration 32:52 Regulatory Changes and the Path to Real Estate Democratization 37:52 The Revolutionary Potential of Multimodal AI 45:24 Personal Insights and Future Predictions 46:27 Life Hacks and Personal Endeavors 48:06 Connecting with Neal and His Ventures Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening Music: Pomplamoose #AI #realestate #investing #chatgpt Learn more about your ad choices. Visit megaphone.fm/adchoices

Where do the wealthiest individuals choose to bank, and what can we learn from their choices to better manage our own finances? Listen in for insights into the banking preferences of wealthy and successful individuals. With access to data from accredited investors, co-host of REady2Scale, Jeannette Friedrich, reveals insights into where the affluent put their money and why. By examining current and historical investments, she outlines the top five banks favored by the wealthy and discusses their pros and cons. Today’s Highlights: -Insider Insights: Learn directly from Jeannette's conversations with affluent investors and her analysis of their banking choices. -Top 5 Banks for the Wealthy: Discover which banks made the top 5 list of most used establishments for ultra high net worth individuals while comparing their services, fees, and customer satisfaction levels. -Pros and Cons: Get concise information on what these banks offer and where they fall short. -Less Popular Banks: Hear about the lesser-known banks that wealthy investors use less frequently. This episode provides a unique peek into the financial habits of successful individuals, offering practical advice on choosing the right bank and managing wealth effectively. Whether you're an accredited investor or just starting to build your financial portfolio, you'll find valuable insights to help you scale your financial success. Tune in to learn from the best and apply their strategies to your own wealth creation journey. Which of these top 5 banks are your favorite? Let us know in the comments. Prefer to read the interview? See transcript here. Watch the full episode here. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Time Stamps: 00:00 Introduction: The Banking Secrets of the Wealthy 01:26 Exploring the Top 5 Banks for the Wealthy 04:55 Sponsor Segment: Blue Lake Capital 05:36 The Runner-Up: Chase Bank's Exclusive Services 07:43 Revealing the Top Bank: Bank of America's Edge 09:16 Insights and Lesser-Known Banking Options 10:06 Conclusion and Wealth Management Tips Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening Music: Pomplamoose #investing #banks #financialmanagement Learn more about your ad choices. Visit megaphone.fm/adchoices

From running a healthcare company to investing in “castles” and golf courses, Todd Wenner's journey is nothing short of fascinating. Amidst a looming debt crisis, Todd Wenner discusses why multifamily real estate remains a safe play. From exploring the dynamics of debt, inflation, and the unique strength of multifamily assets, this episode is a mini masterclass in strategic investing. What You'll Learn: Transition from Healthcare to Real Estate: Todd discusses how experiences in healthcare real estate led to broader opportunities in the sector, showcasing the adaptability required in investment strategies. Evaluating Unconventional Properties: Learn about the challenges and strategies in purchasing and managing unusual properties like castles and golf courses, including the importance of due diligence and creative vision. Market Dynamics and Investment Strategies: Todd provides an expert analysis of current market conditions, including cap rates, debt structures, and the impact of economic changes on property values. He emphasizes the importance of understanding market cycles for making informed investment decisions. Rescue Capital and Crisis Management: Insights into managing properties during financial stress, the role of rescue capital, and strategies for navigating times of economic uncertainty are discussed, providing valuable tips for real estate investors. Future Outlook in Real Estate Investment: The conversation covers predictions and strategies for future real estate investments, focusing on multifamily properties and the importance of adaptive financial strategies in response to shifting market conditions. This episode offers valuable perspectives for anyone interested in the intersections of real estate, business development, and investment strategy, providing a deep dive into managing and capitalizing on diverse real estate opportunities.. Prefer to read the interview? View the transcripts here. Watch the full episode here. Contact Todd Wenner: Twenner@bluelake-capital.com Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Time Stamps 01:54 From Healthcare to Castles: Todd's Diverse Portfolio 02:27 The Intricacies of Real Estate in Healthcare 04:56 Owning a Castle: A Unique Investment Journey 08:04 The Economics of Golf Courses: Not a Quick Win 10:10 Multifamily Real Estate: Navigating Current Challenges 10:40 The Looming Debt Crisis in Real Estate 13:44 Strategies for Overcoming Financial Distress 23:48 Engaging with Banks: A Strategy for Crisis Management 27:21 Navigating the Complex World of Banking and Loans 30:22 Demystifying Cap Rates in Real Estate 31:49 The Future of Cap Rates and Real Estate Investment Strategies 46:46 The Personal Side of a Real Estate Mogul Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening Music: Pomplamoose #investing #wealth #realestate Learn more about your ad choices. Visit megaphone.fm/adchoices

Curious about the behind-the-scenes cap rates and the real goings-on in the multifamily sector? This episode is tailor-made for you! Join Ellie Perlman, CEO of Blue Lake Capital, as she dives deep into the complexities and nuances of today's multifamily market in a must-listen podcast episode. Key Topics: Understanding Today's Multifamily Market: Ellie Perlman breaks down the dynamics of the current multifamily market, discussing cap rates, market compression, and investment strategies. Learn what's really happening behind the scenes and how market shifts affect investors and operators alike. Diving Deep into Acquisitions: Delve into the fascinating world of real estate acquisitions. Ellie shares her experiences and strategies in navigating the complex landscape of buying properties, emphasizing the importance of cap rates and how they've evolved in response to economic changes. Asset Management Challenges and Strategies: Discover the intricate challenges of asset management in today's market. Ellie discusses the difficulties faced by sponsors and the crucial decisions needed to protect investor money and manage properties effectively amidst financial strains. Capital Movement and Investor Sentiment: Gain insights into how investor attitudes towards multifamily investments are shifting. Ellie explains the transition from caution back to active investment, highlighting the importance of choosing the right opportunities and partners. Concluding Thoughts and Future Outlook: Ellie offers her perspectives on the potential future movements in the market, advising on investment strategies and how to approach the current economic environment. Takeaway for Listeners: This episode is not just an exploration of multifamily investments but a detailed guide on navigating market uncertainties and capitalizing on emerging opportunities. Whether you're an experienced investor or new to the field, Ellie's unfiltered insights provide valuable knowledge to help inform your investment decisions. Join us to get a deeper understanding of the multifamily market directly from an industry expert. Watch the full YouTube video here. Read the transcript here. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Time Stamps: 00:00 Introduction to Multifamily Investing 00:31 Meet Ellie Pearlman: CEO of BULIC Capital 00:44 Understanding the Multifamily Market Today 01:47 Deep Dive into Acquisitions 08:35 Asset Management Challenges and Strategies 12:36 Capital Movement and Investor Sentiment 17:37 Concluding Thoughts and Future Outlook Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening Music: Pomplamoose Learn more about your ad choices. Visit megaphone.fm/adchoices

Could water truly be the new gold? In this compelling episode of "REady2Scale," host Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, engages with Riggs Eckelberry, President and CEO of OriginClear. Together, they explore the evolving significance of water as an indispensable resource and discuss its potential to be as valuable as gold in terms of investment and necessity. Key Topics Covered: Riggs's Unique Background: From sailing with L. Ron Hubbard to leading a NASDAQ-listed company, Riggs shares his journey and the lessons learned in public relations and crisis management. The OriginClear Story: Focus on how OriginClear is addressing challenges in the water treatment industry, emphasizing innovation and the shift towards decentralized water treatment solutions. Going Public and Engaging Retail Investors: Riggs discusses the strategic decisions behind taking companies public, the challenges of engaging with venture capitalists, and the benefits of direct retail investor engagement. Decentralizing Water Treatment: Exploration of how decentralizing water treatment can provide sustainable and cost-effective solutions for industries and communities, reducing reliance on municipal systems. Investment and Market Potential: Discussion on the investment opportunities in water treatment and how OriginClear is positioning itself in the market to leverage these opportunities. Listeners will gain insights into the evolving landscape of water management and treatment, understand the strategic business decisions in taking a company public, and explore the potential of water as an investment vehicle. This episode is particularly valuable for those interested in sustainability, technology, and innovative business models in the environmental sector. Prefer to listen in? View the transcripts here. Watch the full episode here. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Time Stamps 00:00 Unlocking Investment Opportunities for Ordinary Investors 00:25 Welcome to Ready to Scale: Exploring Water as the New Gold 01:38 Riggs Ethelberry: A Journey from the High Seas to High Tech 03:37 The Evolution of a CEO: From Nonprofit to NASDAQ 05:59 OriginClear's Mission: Revolutionizing Water Treatment 06:48 Going Public: The Challenges and Strategies 11:16 Innovating Investment: Water Properties and Profit Shares 13:43 Decentralizing Water Treatment: A New Era for Industry 16:26 The Rise of Water on Demand: A Game-Changer for Investors 20:18 Addressing the Water Crisis in Mobile Home Parks 22:28 Exploring Water Treatment Systems in Real Estate 22:55 The Economic Impact of Decentralized Water Systems 25:28 Water Recycling and Its Benefits 27:34 Introducing Water Staple Coins: A Future Business Model 32:47 Leadership Insights: Building Effective Teams 36:19 Engaging with the Audience: Lightning Round Questions Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening Music: Pomplamoose Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you wondering if passive income from real estate investments still holds up during economic downturns? In this insightful episode of REady2Scale, host Ellie Perlman explores this critical question from her HQ in California. As a seasoned investor and the founder of Blue Lake Capital, Ellie delves deeply into current market dynamics, underscoring the resilience and inflation-hedging potential of multifamily real estate. Through her expert analysis, listeners gain a sophisticated understanding of why these investments remain valuable even in challenging economic conditions. Key Insights: -Economic Context: Ellie discusses the cautious approach of investors and institutions who are now re-engaging with the real estate market after a period of waiting out uncertain economic signals, including interest rate changes by the Federal Reserve. -Historical Performance: Drawing on data from past recessions, such as the 2008 financial crisis, Ellie highlights the stable returns of multifamily properties compared to other investment types like stocks. -Inflation and Rent Dynamics: The episode covers how multifamily properties can combat inflation through regular rental increases, reflecting on the sector’s ability to adjust rents annually or biannually in line with inflation. -Investment Strategies: With a more conservative market approach prevalent today, Ellie stresses the importance of prudent underwriting and choosing fixed-rate debts over variable ones. She explains that current investments are structured with potential economic contractions in mind, making them potentially safer. -Market Selection: Ellie contrasts different U.S. markets, advising on the potential of places like the Raleigh-Durham area while cautioning against more volatile markets like San Francisco. Takeaways for Listeners: Listeners can gain an understanding of why and how passive income from multifamily investments remains viable, even in less favorable economic conditions. Ellie encourages investors to perform due diligence and not shy away from investing if they are equipped with the right knowledge and strategies. This episode is particularly valuable for accredited investors looking to make informed decisions about real estate investments amidst a fluctuating economic landscape. Ellie’s insights provide a realistic yet optimistic view of the opportunities that still exist for generating passive income through real estate. View the transcripts here. Watch our full interview on YouTube here.  Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Time Stamps: 00:00 The Evolution of Passive Income in Real Estate 00:51 Welcome to Ready to Scale: Navigating a Shifting Market 01:00 Is Passive Income Still Relevant in Today's Economy? 01:35 The Journey from Real Estate Attorney to Private Equity Firm Founder 02:27 Understanding the Current Real Estate Market Dynamics 05:11 The Resilience of Multifamily Investments During Economic Downturns 09:58 Strategies for Investing in Today's Real Estate Market 13:44 Evaluating Passive Income Potential in a Downturn 14:08 Investing in Multifamily Real Estate: A Hedge Against Inflation 14:49 Making Informed Investment Decisions in a Changing Market 20:59 Conclusion: The Viability of Passive Investing in a Downturn Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening Music: Pomplamoose #passiveincome #investing #realestate Learn more about your ad choices. Visit megaphone.fm/adchoices

Have you ever wondered what it takes to transition from a secure job to forging your own path in the challenging world of real estate? In this episode, Jeannette interviews Tom Dunkel, Chief Investment Officer at Belrose Storage Group, who shares his journey from being laid off in 2006 to becoming a successful entrepreneur. This discussion delves into the resilience and strategic thinking necessary to navigate and excel in the competitive real estate market, particularly through the 2008 financial crisis and beyond. Listeners will gain insights into: -Entrepreneurial Mindset: Tom discusses the pivotal mindset shifts that helped him move from a secure corporate job to taking risks as an entrepreneur. -Niche Specialization: Learn how Tom found success in the self-storage sector, emphasizing the importance of specializing in niche markets to enhance business sustainability. -Overcoming Adversity: Tom shares his experiences during the 2008 financial crisis, providing valuable lessons on perseverance and strategic adaptation. -Investment Strategies: The episode explores innovative investment strategies, like distressed mortgage notes, that can yield significant returns while offering solutions to market needs. -Future Trends: Tom provides his perspective on current economic conditions and how past lessons are shaping responses to potential upcoming challenges in both residential and commercial real estate markets. This episode is a treasure trove for both seasoned and aspiring real estate investors, offering lessons on resilience, strategic investment, and the importance of innovation in finding success amidst challenges. Whether you're considering a shift towards entrepreneurship or looking to deepen your investment portfolio, Tom's journey provides both inspiration and practical advice. Prefer to listen in? View the transcripts here. Watch the full episode here. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Time Stamps: 00:00 The Positive Impact of Proactive Banks on Real Estate and Economy 00:17 Welcome to REady2Scale: A Fresh Start in California 01:04 Meet Tom Dunkel: From Corporate to Self-Storage Success 02:05 Tom's Journey: Embracing Entrepreneurship Against All Odds 07:00 The Shift to Real Estate: Building a New Future 09:32 The Financial Crisis: Lessons and Growth 13:11 The Power of Distressed Mortgage Notes in Real Estate 17:22 Commercial Real Estate: Predictions and Preparations 19:30 Self-Storage Investing: A Niche Within a Niche 24:55 The Appeal of Self Storage Investing 26:01 Specializing in RV and Boat Self Storage 27:28 Addressing Supply Chain Disruptions with Contractor Storage 29:30 Addressing Asset Management Challenges 29:57 Leveraging Technology for Efficiency 31:09 Advantages of Self Storage Over Traditional Real Estate 33:39 Dealing with Security Issues and Squatters 34:32 Security Measures and Handling Squatters 36:52 Advice for New Investors in Self Storage 40:42 Personal Insights and Lightning Round Questions Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening Music: Pomplamoose Learn more about your ad choices. Visit megaphone.fm/adchoices

How can you confidently invest in multifamily properties during uncertain times? Join host Ellie Perlman in this episode of "REady2Scale," as she uses her extensive real estate and investment management experience to share essential strategies for evaluating market, asset, and sponsor opportunities. Tune in for actionable insights that will enhance your investment decision-making. Key Takeaways: 1. Understanding Market Dynamics: Learn how to assess markets based on population trends, economic conditions, and tenant profiles to identify promising investment opportunities or potential risks. 2. Conducting Thorough Asset Due Diligence: Discover the importance of examining property financials, understanding asset conditions, and recognizing red flags such as high bad debt or increasing vacancies that could impact investment outcomes. 3. Evaluating Investment Partners (Sponsors): Find out how to vet potential investment partners by reviewing their track records, investment philosophies, and previous deal performances to ensure alignment with your investment goals. 4. Making Informed Decisions: Gain practical tips on using available resources and tools to gather data and insights, helping you make well-informed decisions about where and how to invest. 5. Adapting to Market Changes: Ellie offers strategies on staying adaptable in fluctuating markets, including how to stress test investment assumptions and plan exit strategies to maximize returns regardless of market conditions. This episode is highly beneficial for passive investors looking to deepen their knowledge of multifamily investments, particularly those interested in the dynamics of shifting markets and how to safeguard investments against common pitfalls. Watch full YouTube video here. Read transcript here. --- Tune into "REady2Scale" for a detailed guide on thriving in the ever-changing landscape of real estate investments. Whether you're a seasoned investor or new to the field, this episode provides valuable insights into making smarter, more informed investment choices. Time stamps 00:00 Introduction to Market Due Diligence 00:40 Welcome to Ready to Scale 00:55 Navigating Market Uncertainty: A Deep Dive 03:08 Market Due Diligence: Identifying Strong and Weak Markets 05:59 Practical Tips for Market Evaluation 11:41 Asset Due Diligence in Uncertain Times 19:02 Sponsor Due Diligence: Choosing the Right Partners 21:50 Conclusion: Wrapping Up Deal Evaluation Insights Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening Music: Pomplamoose #multifamily #investing #realestate Learn more about your ad choices. Visit megaphone.fm/adchoices

Listen in with co-host Jeannette Friedrich and Ken Gee, a seasoned real estate private equity expert with over two decades of experience and a portfolio that includes transactions valued at over $2 billion. Ken shares his unique insights into the contrasting real estate markets of Florida and Ohio, highlighting how strategic adaptations have driven his firm’s success. Here's what you'll gain: -Market Analysis: Understand the differences and opportunities in the real estate markets of Florida and Ohio, explained through practical examples. -Investment Strategies: Discover effective strategies for real estate investment and portfolio management that have been proven successful over billions in transactions. -Challenge Management: Gain knowledge on how to navigate and overcome various real estate investment challenges, such as insurance costs and market fluctuations. -Value-Add Techniques: Learn about the potential for rent increases and property improvements that drive profitability in multifamily properties. -Investor Relations Advice: Receive actionable advice on managing investor relations and capital raising to enhance trust and investment growth. -Economic Insights: Hear discussions on current economic factors affecting real estate, such as interest rates and supply issues, and how to strategically respond. -Practical Tips: Benefit from Ken's practical advice on acquisition strategies, underwriting, and managing transient tenant bases in competitive markets. By tuning into "Ready to Scale," you're not just listening to another industry conversation; you're equipping yourself with the knowledge that could pivot your investment approach and operational tactics towards greater success. With host Jeanette Friedrich and the acumen of Ken Gee, you're privy to a masterclass in real estate's fluid landscape. From deep dives into market specifics to comprehensive strategy outlines, this episode is poised to be a turning point for the proactive listener. Make sure to join us and transform these insights into your competitive edge in the ever-evolving real estate market. Prefer to listen in? View the transcripts here. Watch full episode here. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. #multifamily #investing #realestate 00:00 Exploring Resort Communities vs. Single Family Homes 00:33 Welcome to Ready to Scale: Meet Ken Gee 01:39 Ken Gee's Unique Real Estate Focus: Florida and Ohio 02:10 The Journey from Cleveland to Florida: A Real Estate Evolution 04:14 Navigating Challenges in the Florida Real Estate Market 06:03 The Art of Value-Add in Multifamily Properties 06:40 Investor Relations and the Impact of Insurance Costs 09:03 The Strategy Behind Blind Pool Funds and Syndication 13:44 Best Practices for Real Estate Investment and Underwriting 18:40 The Role of AI and Traditional Methods in Property Analysis 20:19 Sponsor Segment: Ready to Scale with Blue Lake Capital 21:15 Navigating Supply Challenges in Florida's Real Estate Market 24:02 The Impact of Transient Tenant Bases on Property Management 27:28 Exploring the Influence of Geopolitics on Real Estate Investments 29:42 Advice for Multifamily Investors: Navigating Market Cycles 33:14 Lightning Round: Getting Personal with Ken Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening Music: Pomplamoose Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you a passive multifamily investor seeking stable returns in an ever-changing market? Listen in to discover the essential differences between value-add deals and core-plus strategies, and gain clarity on which approach aligns best with your investment goals. Ellie navigates listeners through the complexities of rising labor costs, material expenses, and evolving rent dynamics, offering practical advice on mitigating risks and maximizing returns even in today’s environment. Key Takeaways: 1. Understanding Investment Strategies: Gain insight into the spectrum of multifamily investment opportunities, ranging from value-add deals to core assets, and the pivotal role of renovations in enhancing property value. 2. Challenges in Today's Market: Explore the impact of rising labor and material costs, as well as subdued rent growth trends post-COVID-19, prompting a critical reassessment of traditional value-add strategies. 3. Exploring Alternatives: Discover the merits of core-plus and core investments as compelling alternatives, offering lower risk profiles and steady returns amidst market uncertainties. Whether you're a seasoned investor or new to multifamily real estate, this episode offers invaluable guidance on crafting a diversified investment portfolio and adapting strategies to current market conditions. Tune in to REady2Scale and equip yourself with the knowledge and insights needed to thrive in the multifamily investment landscape. Prefer to read the episode? View the transcript here. Watch full video here. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. #multifamily #investing #realestate Time Stamps 00:00 Introduction to Value-Add Deals and Market Dynamics 00:33 Welcome to Ready to Scale 00:44 Rethinking Value-Add Deals in a Down Market 01:47 Understanding Different Investment Strategies 06:49 Challenges and Rethinking Strategies in Today's Market 11:03 Exploring Core Plus and Core Deals as Alternatives 15:18 Conclusion and Final Thoughts Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening Music: Pomplamoose Learn more about your ad choices. Visit megaphone.fm/adchoices

Dive into the latest episode of REady2Scale to uncover the transformative journey of a real estate pro transitioning from residential sales to the dynamic world of private equity multifamily investments. Hosted by Jeannette Friedrich, director of investor relations at Blue Lake Capital, this episode provides a deep dive into the strategic shifts and opportunities within the real estate industry. Jeannette welcomes Craig McGrouther, Director of Business Development at Lone Star Capital, who brings a wealth of experience from his real estate background and volunteer work with Habitat for Humanity. The discussion kicks off with a lively debate on TexMex versus CaliMex cuisine, setting the stage for a conversation filled with hot takes and personal insights. Here's what you stand to gain from tuning in: 1. Career Transition: -Discover Craig's journey from a real estate agent to a key player in private equity, focusing on multifamily investments. Understand the motivations and pivotal moments that influenced his career shift. 2. Potential Implications from National Association of Realtors (NAR) Antitrust Lawsuit -Dive into a discussion about the recent settlement and pending regulatory changes affecting real estate agents, exploring the broader implications and how these might reshape the industry landscape. 3. Insights into Real Estate Strategies: -Craig shares his insights on the multiple factors impacting multifamily real estate investments, detailing strategies that range from value-add to capital raising in today's economic environment. 4. Future Predictions and Market Dynamics: -Gain Craig’s perspective on the future of the real estate market, including predictions about industry trends and the potential impact of economic factors on investment opportunities. Tune in to REady2Scale for an engaging and informative discussion that could reshape how you think about real estate and investment opportunities. Don't forget to share your thoughts and questions in the comments or reviews, and let us know which topics you'd like to hear more about in future episodes! See full YouTube video here. Prefer to read the interview? View the transcripts here. 00:00 Welcome to REady2Scale: A New Chapter in California 01:36 Introducing Craig McGrouther: From Real Estate to Private Equity 02:11 The Great TexMex vs. CaliMex Debate 04:03 Transitioning from Real Estate Agent to Private Equity 06:05 Navigating the NAR Antitrust Lawsuit in Real Estate 12:16 Investor Sentiments and Market Dynamics 19:52 Capital Raising Strategies and Market Insights 23:49 Predictions and Preparing for Economic Shifts 27:10 Lightning Round: Personal Insights and Advice 31:09 Closing Thoughts and Contact Information Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening Music: Pomplamoose Learn more about your ad choices. Visit megaphone.fm/adchoices

In today’s must-listen episode, host Ellie Perlman tackles the pressing issues shaking the confidence of today’s real estate investors. Broadcasting from Los Angeles, Ellie draws on her extensive experience as the CEO of Blue Lake Capital to dissect the fears and concerns prevalent in the multifamily market. Join us as we delve into what's truly happening in the real estate sector and learn how to strategically maneuver through these challenging, yet opportune, times. Key Takeaways: 1. Market Trends and Rent Dynamics: Understanding shifts in rent increases, with a detailed discussion on how the trends have evolved from significant rises to more stabilized growth. Ellie provides real-life examples from her experiences, including how certain properties have seen substantial rent increases while others are beginning to stabilize or decline. 2. Investor Psychology: The shift from FOMO (Fear of Missing Out) to a cautious approach due to the fear of losing money. Ellie encourages rational decision-making and stresses the importance of vetting deals and sponsors thoroughly to mitigate risks effectively. 3. Impact of Market Conditions on Property Value: A deep dive into how expanded cap rates are influencing property values and what this means for investors. Ellie discusses the critical nature of understanding NOI (Net Operating Income) growth and its influence on investment outcomes, especially during times of market adjustment. 4. Strategic Diversification: The benefits of diversifying investments across different markets, asset types, and sponsors to manage risk and maximize potential returns. Ellie underscores the importance of strategy in diversification, offering listeners actionable advice on how to approach it. 5. Investment Strategies and Insights: Practical advice on assessing new investment opportunities, including evaluating historical rent growth, managing renovations, and considering the competitive landscape with new constructions potentially impacting rent growth. 6. Engagement with Industry Professionals: An invitation for listeners to engage directly with experienced sponsors to gain insights into how they are navigating current challenges in the real estate market. By tuning into this episode, listeners will gain a well-rounded understanding of the current market dynamics, learn how to approach real estate investment with a balanced perspective, and receive practical tips on managing investment risks. Ellie’s experience and thoughtful approach make this a must-listen for anyone looking to navigate the complexities of real estate investing with confidence. Prefer to read the episode? View the transcript here. Watch full video here. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Time Stamps: 00:00 Addressing Investor Fears on Rent Growth 00:27 Welcome to Ready to Scale: Investor Concerns Unveiled 02:00 Unpacking the Reality of Rent Declines 05:47 Navigating Investment Decisions Amidst Market Uncertainties 13:22 Investor Psychology: FOMO vs. Fear of Losing Money 18:44 Strategies for Mitigating Investment Risks 19:51 The Importance of Investing with Experienced Sponsors 21:10 Closing Thoughts and Encouragement Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening Music: Pomplamoose Learn more about your ad choices. Visit megaphone.fm/adchoices

Join us on "Ready to Scale" as we explore the world of commercial real estate with expert Jeremy Friedman, CEO of Stoic Equity Partners. In this episode, you'll learn about different ways to invest in real estate, get a closer look at the growing area of flex industrial properties, and hear Jeremy's thoughts on what the future holds for the market. Whether you're experienced in real estate or just getting started, this discussion is packed with valuable information and insights to help you understand and succeed in the industry. Here's what you stand to gain from tuning in: 1.    Transition from Investment Banking to Real Estate: Discover Jeremy's unique journey from an institutional bond broker in Memphis, Tennessee, to a leading figure in commercial real estate, highlighting the pivotal moments and decisions that shaped his career. 2.    Insights into Commercial Real Estate: Jeremy sheds light on the nuances of net lease, value-add, and opportunistic investment strategies in commercial real estate. Learn what sets these strategies apart and how they are applied in the real world. 3.    The Flex Industrial Space: Gain a deep understanding of the flex industrial market, particularly in the southeastern U.S., where Jeremy and his team at Stoic Equity Partners have carved a niche. Understand the dynamics of supply and demand that influence this sector and the strategic decisions investors need to make. 4.    Challenges and Opportunities: Jeremy discusses the broader challenges facing commercial real estate, including insurance rates and construction costs. He provides insights into how these factors influence investment decisions and the overall market landscape. 5.    Future Predictions: Get Jeremy's predictions for commercial real estate from 2024 to 2028, focusing on different asset classes and the factors that will influence the market. 6.    Investment Philosophy: Jeremy shares his approach to investment, emphasizing perseverance, strategic decision-making, and the importance of aligning with market fundamentals. Listen to this episode for a deep dive into commercial real estate with Jeremy Friedman, who brings a wealth of knowledge from his diverse experiences in the field. Whether you're an experienced investor or just starting out, you'll gain valuable insights into investment strategies and future market trends. Plus, Jeremy's inspirational career journey demonstrates the impact of adaptability and vision, offering motivation for professionals at any career stage. Full podcast video available on YouTube here. Available on iTunes and wherever you enjoy your podcasts. For further engagement and to explore investment opportunities with Blue Lake Capital, visit bluelake-capital.com and connect with a team dedicated to aligning interests and achieving significant investment outcomes. Prefer to read? Review the podcast transcripts here. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening Music: Pomplamoose Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to Season 7 of REady2Scale! To kick off the season, we are beginning with a timely and special series on multifamily syndication in the current year, where we dive deep into the dynamics of a transforming market. In this solo episode, Ellie Perlman, CEO of Blue Lake Capital, provides a comprehensive analysis of the multifamily real estate sector amidst an uncertain economic climate. Here's what you stand to gain from tuning in: -Understanding the Multifamily Downturn: Ellie demystifies the current multifamily market landscape, explaining how it differs from the golden era of the past decade. Learn about the factors contributing to the downturn and what this means for investors and the broader market. -Market Insights and Trends: Gain valuable insights into national and regional trends in rent growth, occupancy rates, and how different markets are responding to the current economic conditions. Discover why the Midwest is garnering attention and the ongoing shifts in the Sunbelt region. -Economic Context: Understand the broader economic factors influencing the multifamily market, including interest rates, inflation, and potential recession fears. Ellie offers a balanced perspective on various expert opinions about the future economic trajectory and its impact on real estate. -Investment Strategies: Benefit from Ellie's seasoned advice on navigating investments during uncertain times. Learn about the importance of due diligence, stress testing investments, and the critical factors to consider when evaluating potential deals. -Real-World Insights: Hear firsthand experiences from Ellie's investment journey, offering practical lessons and strategies that can be applied to your investment approach, especially in a fluctuating market. -Looking Ahead: Get a sneak peek into the next episode, where Ellie will address investor fears head-on, providing strategies to maintain confidence and make informed decisions during challenging times. This episode is an essential listen for investors, whether you're experiencing a downturn for the first time or seeking to refine your investment approach in light of the latest market conditions. Join Ellie Perlman as she shares her expertise, backed by Blue Lake Capital's significant experience in multifamily syndication, to empower you with the knowledge and tools needed to navigate the evolving landscape of multifamily investments in 2024. Don't miss this insightful episode filled with actionable advice, expert analysis, and the opportunity to deepen your understanding of multifamily syndication in today's market. Available on iTunes and wherever you enjoy your podcasts. For further engagement and to explore investment opportunities with Blue Lake Capital, visit bluelake-capital.com and connect with a team dedicated to aligning interests and achieving significant investment outcomes. Tune in, get informed, and move forward with confidence in your multifamily investment journey. Prefer to read? Review the podcast transcripts here. See full video on our YouTube Channel here. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening Music: Pomplamoose Learn more about your ad choices. Visit megaphone.fm/adchoices

Tune in for REady2Scale’s Season 6 FINAL episode. We saved the best for last to sit down with none other than Bob Knakal, a long-standing titan in New York City's real estate scene, to dissect the current state and future prospects of commercial real estate. With over 2,330 personal transactions and a deep understanding of market dynamics, Bob shares invaluable insights into the challenges and opportunities facing investors, sellers, and the broader real estate landscape amidst economic fluctuations and policy changes. What You'll Gain from Listening In: - Current Market Analysis: Bob provides a nuanced analysis of New York's commercial real estate market as well as the broader markets, distinguishing between various sectors like retail, multifamily, and office spaces, and explaining the impact of recent economic policies and corrections. - Investment Opportunities: Despite the market's challenges, Bob argues that the current environment presents a unique buying opportunity, possibly the best he's seen in his extensive career. -  Seller Strategies: Learn about the motivations driving sellers in today's market and the strategic decisions they face, especially in light of changing property values and loan refinancing challenge. - Policy Impacts: Gain insights into how political decisions and public policies are intricately linked to real estate dynamics, affecting everything from property values to investment strategies. - Future Predictions: Bob shares his thoughts on the looming maturity of commercial real estate loans and the potential scenarios that could unfold, offering a glimpse into the future of the market. - Personal Insights: Beyond real estate, Bob reveals his passion for collecting Marc Messier memorabilia and his love for cooking, providing a more personal glimpse into the life of a real estate mogul. Whether you're an investor, a real estate professional, or simply curious about the dynamics of the commercial real estate market, this episode offers a comprehensive and expert perspective on navigating the complexities of the industry. Bob's deep expertise and unique insights will equip you with the knowledge to understand market trends, make informed decisions, and explore the potential opportunities in the ever-evolving landscape of real estate. Tune in now to gain a deeper understanding of the real estate market, particularly in New York, and learn from one of the industry's most experienced voices. Prefer to read the interview? Download the transcript here. See full video on our YouTube Channel here. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Learn more about your ad choices. Visit megaphone.fm/adchoices

Why do 66% of people believe it's harder than ever to build wealth, and how can you overcome this mindset? Join us this week as we dive deep with Mark Murphy, the CEO of Northeast Sequoia Private Client Group. Listen in to this insightful discussion that not only explores the nuances of wealth management, but also delves into the mindset required to achieve and sustain multi-generational wealth. What You'll Discover: -Mark Murphy's Journey: Learn about Mark's path to becoming a leading figure in wealth management, his philosophy on empowering entrepreneurs, and his unique approach to creating lasting wealth. -Defining Wealth: Explore the psychological aspects of wealth beyond the numbers. Discover why some individuals with substantial assets don't consider themselves wealthy and how geographical and lifestyle factors play a role. -Wealth Creation Challenges: Unpack the complexities of building wealth in today's environment. -Investment Insights: Gain valuable insights into Mark's pyramid strategy for creating multi-generational wealth, emphasizing the importance of cash confidence and strategic investment in your 'money machine.' -Navigating Market Volatility: Learn how to maintain financial stability and growth amidst market fluctuations, with practical advice on managing investments and capitalizing on opportunities. -Entrepreneurial Mindset: Discover the critical role of entrepreneurial thinking in wealth creation and the importance of differentiating rather than competing in your industry. -Multi-Generational Wealth Challenges: Understand the unique challenges that come with passing wealth across generations, including instilling values and managing expectations within the family. -Living an Extraordinary Life: Mark shares his perspective on living a life of impact, fulfillment, and continuous growth, offering a blueprint for personal and financial success. Whether you're an entrepreneur, investor, or anyone interested in the dynamics of wealth and success, this episode offers numerous insights and strategies to inspire and guide you on your journey. Tune in to gain a deeper understanding of how to navigate the complexities of wealth management and achieve lasting prosperity across generations. It can be done! How to Contact Mark: mark_murphy@northeastprivate.com Prefer to read the interview? Download the transcript here. See full video on our YouTube Channel here. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Learn more about your ad choices. Visit megaphone.fm/adchoices

You’re not bound to just one career path, and today’s guest is here to prove just that! Join us this week and listen into an insightful conversation with Jason Balara. Not only does Jason skillfully navigate his career as a veterinary surgeon, but he also thrives as the CEO and co-founder of Lark Capital Group. This episode unveils Jason's unique journey from the medical field to mastering real estate investments, offering invaluable lessons for listeners intrigued by the prospect of diversifying their income and venturing into the world of real estate.   Key Takeaways: 1.    Dual Career Insights: Learn how Jason Bellara balances his career as a veterinary surgeon with his role as a real estate investor, providing a unique perspective on managing two demanding professions. 2.    Real Estate Investment for Medical Professionals: Discover why and how medical professionals, often unfamiliar with investment opportunities, can benefit from exploring real estate investments to diversify their income and secure financial stability. 3.    Transition from Single-Family to Multifamily Investments: Jason discusses his transition from single-family to multifamily and commercial real estate investments, highlighting the learning curve and the strategic advantages of each investment type. 4.    The Importance of Education in Investment: Jason emphasizes the critical role of education and awareness in making informed investment decisions, especially for those new to the real estate sector. 5.    Creating a Real Estate Fund: Gain insights into the complexities and rewards of creating a real estate fund, as Jason shares his experiences and the strategic considerations involved in fund creation and management. 6.    Investor Relations and Asset Management: Understand the significance of maintaining strong investor relations and effective asset management, crucial aspects that go beyond the transactional nature of closing deals. 7.    Advice for Aspiring Investors: Jason offers practical advice for individuals looking to embark on their investment journey, stressing the importance of starting early and understanding the long-term nature of real estate investing. 8.    Lifestyle and Investment: Hear Jason's personal take on balancing life, work, and investment, providing a holistic view of how successful investors manage their time and priorities. Whether you're a medical professional curious about real estate investment or an investor seeking to deepen your understanding of multifamily and commercial real estate, this episode offers a wealth of knowledge and practical advice to help you on your investment journey.   Prefer to read the interview? View the transcripts here. See full video on our YouTube Channel here. Contact Jason: Jason@larkcapital.com or www.larkcapital.com Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Learn more about your ad choices. Visit megaphone.fm/adchoices

Investor Alert: The Evolving Definition of Accredited Investors Listen in this week as REady2Scale dives deep into the crucial discussions surrounding potential changes to the definition of an accredited investor, a topic that could significantly influence your investment opportunities and strategies. Whether you're an investor, a small business owner, or simply keen on understanding the financial landscape, this episode is packed with valuable insights that you won't want to miss. Here's what you'll learn: -Understand the Proposed Changes: Get a clear breakdown of the proposed adjustments to the accredited investor definition and how these changes could reshape the investment landscape. -Impact on Investment Opportunities: Discover how these potential changes could affect your ability to participate in certain investment opportunities, a critical factor for anyone looking to grow their wealth or diversify their portfolio. -Insights from an In-Depth Analysis: Benefit from Jeannette Friedrich's dedication as she shares her takeaways from an exhaustive eight-hour meeting of the SEC’s Small Business Advisory Committee, providing you with the essence of the discussions without the need to sit through the entire session. -New Pathways to Accreditation: Learn about the innovative approach to accreditation through testing, offering a new avenue for investors to qualify and engage in exclusive investment opportunities. -Economic Implications: Gain a broader perspective on how accredited investors play a vital role in supporting small businesses and the overall economy, and how these proposed changes could have far-reaching effects. -Expert Opinions: Hear from Blue Lake Capital's seasoned team, including CEO Ellie Perlman and Ryan Rasieleski, as they dissect these developments and offer their expert insights on what this means for investors and the market at large. By the end of this episode, you'll be better equipped with the knowledge to navigate the evolving investment landscape, understand the potential impacts on your investment strategy, and make informed decisions that align with your financial goals. Don't miss this opportunity to stay ahead in the world of investing! Prefer to Read the Transcripts? View them here. Or see the full video on our YouTube channel here. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Learn more about your ad choices. Visit megaphone.fm/adchoices

Join us this week as we speak with Greg McBride, the Senior Vice President and Chief Financial Analyst for Bankrate.com. With a wealth of experience in financial analysis and a keen eye on the current economic climate, Greg shares his expert predictions on the housing market, the multifamily market dynamics, portfolio structuring, and the evolving landscape of investment opportunities, including the implications of changes in the definition of an accredited investor. What You'll Learn: -Housing Market Predictions for 2024: Greg discusses the persistent low inventory of homes and its impact on prices, despite high mortgage rates. He provides a realistic outlook for mortgage rates and the housing market's future. -Multifamily Market Insights: Dive into the multifamily market's current state, where supply and demand dynamics are shifting. Greg offers a nuanced view of how new construction is affecting the market and what investors might expect moving forward. -Portfolio Structuring Advice: Whether you're saving for retirement, an emergency fund, or long-term wealth building, Greg shares invaluable advice on how to structure your portfolio to meet your financial goals effectively. -The Future of Crypto Investments: Greg weighs in on the speculative nature of cryptocurrencies and their place in a well-rounded investment portfolio. -Understanding Money Market Accounts vs. Money Market Funds: A clear explanation of the differences between money market accounts and funds, their risks, and their roles in a diversified investment strategy. -The Potential Impact of Accredited Investor Definition Changes: Explore the possible implications of allowing non-accredited investors access to investment opportunities traditionally reserved for the accredited, with a focus on education and risk management. This episode of Ready 2 Scale offers a comprehensive look at the current financial landscape through the expert lens of Greg McBride. Whether you're interested in real estate, portfolio management, or understanding the broader economic indicators, this conversation provides valuable insights and practical advice to help you navigate the complexities of investing and financial planning. Contact Greg McBride: https://www.bankrate.com/ See full video on our YouTube channel here, or read the transcript here. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Learn more about your ad choices. Visit megaphone.fm/adchoices

How would you bounce back from having a net worth of $20M drop down to negative $5M, all while battling severe health issues? In this week’s episode, we’ll explore just that. Join us as we speak with Damion Lupo, a seasoned entrepreneur and the creator of the EQRP system. Damion shares his profound journey, embodying the resilience of the human spirit in the midst of adversity. His story delves into the pitfalls of ego-driven success and illuminates the transformative power of introspection and purpose, offering listeners a deeply personal and inspirational story.   What You Can Gain From Listening In: Insights into Overcoming Failure: Discover strategies and mindset shifts required to overcome substantial failures, financial or otherwise, and how to use these experiences as catalysts for growth and success. Understanding the EQRP System: Gain an in-depth understanding of the Enhanced Qualified Retirement Plan (EQRP) system, how it differs from traditional retirement plans, and how it can provide financial freedom and empowerment. Lessons on Financial Independence: Explore practical advice on achieving financial independence, including investment strategies and the importance of self-responsibility in managing personal finances. Environmental and Social Entrepreneurship: Learn about FrameTech, an innovative venture aimed at revolutionizing the construction industry by reducing build times and waste, illustrating how entrepreneurship can have a positive impact on the environment and society. Emphasis on Purpose and Impact: Understand the importance of focusing on impact and purpose over mere financial gain, and how finding significance in work can lead to a fulfilling and extraordinary life. Advice for Aspiring Entrepreneurs: Damion shares his insights on what it takes to be a successful entrepreneur, including the need for focus, the willingness to face and learn from failures, and the importance of solving real-world problems. Personal Development Tips: Benefit from discussions on the importance of stillness, introspection, and continuous learning in personal and professional development. ----- This episode is packed with actionable advice, deep insights, and motivational stories that will benefit anyone interested in personal growth, entrepreneurship, and achieving financial independence. Email Damion: Damion@eqrp.co View the Slides from the Episode If you'd like to follow along with the data points shared in this week's episode, visit our Blue Lake Capital YouTube channel to watch the video. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to another insightful episode of REady2Scale with your co-hosts Jeanette (Robinson) Friedrich, Ellie Perlman, and Ryan Rasieleski from the Blue Lake Capital team. This episode dives deep into the multifamily investment landscape for 2024, providing listeners with a balanced view of the challenges and opportunities that lie ahead. Here's what you can gain from tuning in: 1. Key Insights from the NMHC Conference: Discover the latest trends and forecasts for multifamily investments shared at the National Multifamily Housing Council’s annual conference, including diverse perspectives on the market's direction in 2024. 2. Investor Sentiment and Market Dynamics: Learn about the renewed optimism among investors despite the mixed signals from economic indicators like the CPI report and S&P 500 performance. The episode discusses how these factors impact the multifamily market and investment strategies. 3. Distressed Deals and Market Corrections: Understand why distressed deals did not materialize as expected in 2023 and how this affects the investment outlook. The discussion also covers the anticipated bottoming of asset values and what it means for buyers and sellers. 4. Operational Insights and Rent Growth Projections: Gain insights into operational aspects of multifamily investments, including the pace of rent growth and the supply-demand dynamics shaping the market into 2025 and beyond. 5. Strategies for Navigating the Current Market: The hosts share valuable strategies for dealing with market challenges, including navigating distressed deals, understanding the implications of floating rate caps and loan maturities, and leveraging Broker's Opinion of Value (BOV) in investment decisions. 6. Investment Opportunities in 2024: Explore potential gains and opportunities for multifamily investments in 2024, including the impact of pricing corrections and how investors can position themselves in a buyer's market. 7. Practical Advice and Real-World Examples: Benefit from practical advice and real-world examples that illustrate how investors can navigate the multifamily market's complexities. The episode includes a detailed discussion on refinancing challenges and strategies for achieving positive leverage. 8. Engagement with Industry Leaders: Hear directly from experienced industry professionals as they share their perspectives on the multifamily investment landscape, offering a mix of strategic insights and operational guidance. By listening to this episode, you'll not only stay informed about the multifamily investment market in 2024 but also equip yourself with the knowledge and strategies needed to navigate its challenges and capitalize on its opportunities. Whether you're an investor, broker, or industry professional, "Ready to Scale" offers valuable insights to help you make informed decisions and achieve your investment goals. View the Slides from the Episode If you'd like to follow along with the data points shared in this week's episode, visit our Blue Lake Capital YouTube channel to watch the video. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Learn more about your ad choices. Visit megaphone.fm/adchoices

What’s the Infinite Banking Concept? Join us this week as we sit down with Robert Scranton, CEO of Your Financial IQ, an avid proponent of the Infinite Banking Concept (IBC). With a rich background as a financial executive, serial entrepreneur, and a deep understanding of leveraging debts and expenses to grow wealth, Robert shares his insights into how individuals can become their own bank and secure financial freedom. What Listeners Can Gain: -An understanding of the Infinite Banking Concept and how it can transform personal finance. -Strategies for using life insurance policies as a tool for wealth accumulation and financial security. -Insights into how to protect and grow your wealth in a tax-efficient manner. -Practical advice on creating a family legacy and generational wealth through strategic financial planning. Key Highlights: Introduction to Robert Scranton and the Infinite Banking Concept: -Background of Robert Scranton, his journey from a chiropractic practice owner to a financial strategist. -Overview of the Infinite Banking Concept (IBC) and its potential to revolutionize personal finance. Deep Dive into Infinite Banking: -Explanation of how using whole life insurance policies can serve as a foundation for building wealth. The process of overfunding life insurance policies to maximize cash value and the benefits of doing so. Strategic Financial Planning with IBC: -How to leverage life insurance policies for major purchases and investments without traditional financing. -The concept of becoming your own bank and the freedom it brings to financial decision-making. Tax Advantages and Generational Wealth: -The tax efficiency of using life insurance as an investment vehicle. -Strategies for passing wealth to the next generation and ensuring a legacy of financial stability. How to Contact Dr. Robert Scranton: Email: rrscranton@gmail.com Website: https://yourfinancialiq.org/ Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Learn more about your ad choices. Visit megaphone.fm/adchoices

Joining us this week is Liz Faircloth, a trailblazer in empowering women in real estate investing. Listen in to learn the unique challenges and opportunities women face in the real estate industry, offering insights and strategies for building a financially free and balanced life. Whether you're a seasoned investor or just starting out, this episode provides valuable lessons on wealth creation, partnership dynamics, and the importance of diversification in investment. Key Highlights: Women in Real Estate: -Discussion on the emerging trend of women's role in real estate and the unique attributes women bring to investing. -Insights into the financial revolution led by women and the confidence gap in investment decisions. Building Wealth through Diversification: -Liz and Jeanette discuss their personal investment strategies, emphasizing the importance of diversification across various asset classes, including multifamily, warehouses, and venture capital. Challenges in Partnerships: -The conversation highlights the importance of proper structuring in partnerships and staying compliant with regulations. -Liz shares a cautionary tale about the risks of improperly structured partnerships and the need for operational expertise. Advice for Spousal Collaboration: Liz provides tips for spouses working together in real estate, stressing the importance of scheduling time for business planning, relationship building, and fun. How to Contact Liz: Instagram: @therealestateinvesther Website: therealestateinvesther.com Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this engaging episode of "Ready to Scale," join host Jeannette Friedrich, Director of Investor Relations, along with CEO Ellie Perlman and Acquisitions Associate Ryan Rasieleski, as they dive into the multifamily real estate market of 2024. Listen along to gain insights into the resurgence of institutional investors, the importance of strategic adaptation in response to market dynamics, and predictions for the multifamily market in the coming year. Whether you're looking to refine your investment strategy or stay ahead in the multifamily sector, this episode offers valuable knowledge and expert perspectives.   Key Highlights: Market Trends and Institutional Investments: -Discussion on the resurgence of institutional investors in the real estate market, highlighting Blackstone's recent acquisition and its implications. -Analysis of the top markets for institutionally owned single-family homes. Strategy Shifts and Market Adaptation: -Insights into the importance of adapting strategies to market changes. -Emphasis on the significance of surety of closing over the highest bid in the current market. 2024 Market Projections: -Predictions for the multifamily market in 2024, including deal flow and operational trends. -Expectations of rent softening and its impact on investment strategies. Investment Focus: -Discussion on the shift towards smaller asset investments for better deal closure assurance. -The importance of conservative underwriting and rent growth assumptions. Fundamentals of Multifamily Investments: -The enduring demand for multifamily units despite market fluctuations. -The distinction between organic rent growth and value-add strategies in multifamily investments. Investor Relations and Trust: -Emphasis on the trust investors place in operators and the importance of operator expertise in guiding investment decisions. Future Topics: -Potential future discussions on Built-to-Rent (BTR) communities and their growing popularity in the market. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this insightful episode of "Ready to Scale," host Jeanette Friedrich is joined by Blue Lake Capital’s Director of Asset Management, Chad Bonham. This episode is a must-listen for passive multifamily investors seeking a deeper understanding of asset management's complexities and its impact on investment success. Chad's expertise, combined with real-world examples, provides valuable insights into the multifamily real estate market. Whether you're new to the field or an experienced investor, this episode offers a unique perspective on managing multifamily assets effectively. Key Highlights: Defining Asset Management: Chad Bottom demystifies the concept of asset management, explaining its range from strategic oversight to hands-on property management, including accounting functions and the implementation of a property's business plan. Three Essential Components for Investors: The Marketing Matrix: Understanding multifamily asset management as overseeing a multimillion-dollar business, focusing on product, people, price, and promotion. Dynamic Nature of Asset Management: Emphasizing the importance of adapting to market changes, from rental rates to renovation strategies. Asset Management in Real Estate Cycles: The critical role of asset management in different market conditions, especially in downturns, focusing on optimizing income and reducing expenses. Challenges and Opportunities in Modern Asset Management: The shift to online leasing post-COVID and the importance of regional knowledge in property management. The role of technology, like AI revenue management, in enhancing pricing strategies. The Impact of NOI Growth: How growing Net Operating Income (NOI) can counterbalance valuation challenges due to fluctuating cap rates. Don't miss out on these valuable insights! Tune in to "Ready to Scale" for this and more episodes on multifamily investing. Like, rate, and review the show, and let us know your thoughts! How to Contact Chad: Email: info@bluelake-capital.com Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ready to unravel the mysteries of AI? Listen in as we explores the fascinating world of artificial intelligence. This episode delves into the impact of AI on real estate, from predictive analytics to the future of property management and will help you discover the implications for jobs, positive transformations in real estate investing, and the challenges we face at the intersection of AI, automation, and "if then" bots.  Join the conversation on responsible AI use and privacy concerns surrounding this ever-evolving field. Tune in for a forward-looking perspective on AI's dual nature and a glimpse into the future of innovation! Key Takeaways: AI in Real Estate: Learn about AI's impact on real estate, covering predictive analytics and the future of property management. AI, Automation, and "If Then" Bots: Explore how AI affects jobs, positive changes in real estate investing, and the challenges faced by the industry. Beyond Tech Talk: Dive into privacy concerns and the responsible use of AI, going beyond technical discussions. Future Glimpse: Peek into the future of AI, exploring upcoming innovations and the dual nature of artificial intelligence. Contact Nathan: Email: 927Nate@gmail.com Join us as we delve deep, challenge the status quo, and unveil the changing mindset of real estate investors. Whether you're a seasoned pro or just starting out, this episode promises a treasure trove of insights, strategies, and opportunities waiting to be unlocked. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Learn more about your ad choices. Visit megaphone.fm/adchoices

Funds have become increasingly popular, and there are several reasons why. As a passive real estate investor or aspiring fund manager, it's important to do your own due diligence and understand the different ways funds can be structured, how to evaluate the right one to align with, and the various factors that contribute to their success. This includes understanding market trends, fund performance metrics, and the management team's expertise. It's also crucial to recognize the importance of a fund's investment philosophy and how it aligns with your own investment goals and risk tolerance. In this insightful episode of REady2Scale, join our seasoned experts - Ellie Perlman, Jeanette Friedrich, and Ryan Rasieleski - as they delve into the intricacies of real estate funds and what makes them a compelling choice for investors today. This discussion is tailored for both passive investors looking to wisely place their capital and aspiring fund managers aiming to carve out a successful niche in the market. This episode will guide you through the essentials of fund evaluation. Listen in to learn the importance of a fund's structural nuances, from its legal framework to its fee structure, and how these elements can impact your investment. They also discuss the critical role of the management team's track record, expertise, and their approach to market analysis and asset selection. Key Highlights: Fund Structures and Their Impact: Understand the various structures of real estate funds and how they can influence your investment experience and returns. Management Team Evaluation: Learn how to assess the credibility and expertise of a fund's management team, a crucial factor in ensuring successful and stable investments. Investment Strategy Alignment: Discover how to align a fund's investment strategy with your personal investment goals and risk profile, ensuring a compatible investment partnership. Market Trends and Performance Metrics: Gain insights into interpreting market trends and fund performance metrics to make informed investment decisions. Due Diligence Essentials: Get practical tips on conducting thorough due diligence before committing to a fund, including key questions to ask and red flags to watch out for. Navigating Investor-Fund Relationships: Explore the dynamics of investor-fund relationships and how to foster a transparent and mutually beneficial partnership. This episode is a must-listen for anyone interested in understanding the complexities and opportunities presented by real estate funds. Whether you're a passive investor seeking to diversify your portfolio or an aspiring fund manager looking to make your mark, you'll find invaluable insights and guidance from our expert panel. Ready to explore the world of real estate funds with a deeper understanding? For more insights and guidance on real estate investing and fund management, visit www.bluelake-capital.com. Connect directly with Ellie & her team for personalized advice at info@bluelake-capital.com or fill out the investor form at www.bluelake-capital.com/new-investor-form to start your journey in real estate fund investing. Learn more about your ad choices. Visit megaphone.fm/adchoices

Curious about the intersection between agriculture, sustainability, and investment opportunities in the industry? Join us this week with Chris Rawley, CEO of Harvest Returns, we explored the world of agribusiness, exploring its unique challenges and opportunities.  Agriculture isn't confined by borders. We discuss global trends, challenges, and opportunities that influence what we eat and how it's produced worldwide. From the latest in sustainable farming techniques to innovative technologies revolutionizing agriculture, we uncover it all.  Discover how Harvest Returns, a fintech crowdfunding platform, is revolutionizing agri-investing by connecting investors to small-to-midsize farms. Don't miss out on insights into the intricate landscape of agricultural investments and the untapped potential it offers.   Key Takeaways: Sustainable Farming Insights: Learn about the latest sustainable farming techniques and how they impact our food supply and the environment. Innovative Agricultural Technologies: Discover how cutting-edge technologies are transforming agriculture and revolutionizing traditional farming practices. Global Agricultural Trends: Understand global trends, challenges, and opportunities that influence food production and consumption worldwide. Relevance for Investors: Explore investment possibilities beyond traditional avenues in the agricultural sector, offering insights for seasoned investors looking into agribusiness opportunities. A Focus on Sustainable Living: For those passionate about sustainable living, delve into discussions about the future of food and its production methods, aligning with eco-friendly practices. Join us as we delve deep, challenge the status quo, and unveil the changing mindset of real estate investors. Whether you're a seasoned pro or just starting out, this episode promises a treasure trove of insights, strategies, and opportunities waiting to be unlocked. Contact Chris: Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Learn more about your ad choices. Visit megaphone.fm/adchoices

This is a special edition of REady2Scale, featuring Ellie’s presentation from her recent speaking engagement at FinCon2023. Discover the art of shifting focus from busyness to productivity. From delegating tasks to training others, this episode reveals the keys to freeing up time and energy for high-impact endeavors that will allow you to scale your business effectively and efficiently. Gain insights into creating a game-changing document – the "Continue, Stop, and Start" guide. It's a revolutionary tool that helps identify tasks that truly move the needle. By optimizing time and effort, you pave the way for exponential growth. Scaling isn't just a haphazard journey; it's a strategic process. Listen in to understand the significance of having a clear vision, reverse-engineering goals, and communicating this vision effectively to the team. Tune in as Ellie shares her personal experiences, from overcoming obstacles to attracting investors, emphasizing the importance of connections and unique selling propositions. It's not just about numbers; it's about people and innovation! Key Takeaways: Combat Burnout: Founders often succumb to 'busyness.' Learn to delegate, focus on impactful tasks, and skip excessive work that doesn't move the needle. Clarify Your Purpose: Defining your 'why' is vital. It fuels motivation and prevents burnout during challenging times. Strategic Planning: Detailed planning is crucial. Reverse-engineer your goals, conduct market research, and create a comprehensive business plan for investor appeal. Forge Authentic Connections: Investors invest in people. Building authentic connections and sharing your story are more impactful than just presenting numbers. Evaluate Investment Models: Understand the differences between various investment models (506B vs. 506C) and choose the best fit for your business's long-term growth. Calculated Risk-Taking: Scaling requires calculated risks. Assess risks, plan strategically, and choose the path that aligns best with your vision. Join us as we delve deep, challenge the status quo, and unveil the changing mindset of real estate investors. Whether you're a seasoned pro or just starting out, this episode promises a treasure trove of insights, strategies, and opportunities waiting to be unlocked. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. #BusinessGrowth #ScaleSmart #EntrepreneurshipInsights #PodcastWisdom #StrategicPlanning #EffectiveScaling#ScalingStrategies #EntrepreneurialTips #BlueLakeCapital #BusinessScaling #EntrepreneurMindset #StartupStrategy #ProductivityHacks #LeadershipInsights #FounderAdvice #BusinessPlanning #GrowthStrategies #ScaleUpSuccess #SmallBusinessTips #BusinessVision #SuccessMindset #LeadershipDevelopment #EntrepreneurialJourney #BusinessGrowthHacks Learn more about your ad choices. Visit megaphone.fm/adchoices

Want to strategize your investment game for 2024? Dig into our latest podcast episode with Ellie, Jeannette, and Ryan where we unravel the multifaceted world of investments and the intricate dance between market dynamics and economic trends. Real estate, the centerpiece of multifamily investments, is currently undergoing an intriguing phase. While many anticipated distress deals in the market, the landscape is not overflowing with such opportunities. Family offices, recognized for their patient capital, are strategically preparing for potential investments with a focus on long-term returns. Economists anticipate the Fed to execute six rate cuts in 2024, responding to signs of an economy poised for deceleration. However, these anticipated cuts might not kick in until the latter half of the year. The indicators to watch? Moderating inflation at 3.2% from its peak of 9% and a resilient labor market despite some softening job data. At Blue Lake, we meticulously assess our multifamily portfolio, weighing exit strategies, considering how cap rate fluctuations can significantly impact asset values. A small shift from 4% to 5% can mean millions in asset valuation. Timing is key; waiting for the perfect exit window is crucial.  Tune in to stay informed, adapt to changing landscapes, and be part of the discussion shaping the future of investments. Join us in unraveling key trends and preparing for the opportunities that lie ahead. The journey to investment success starts here! Key Takeaways: Investment Dynamics Unveiled: Ellie Perlman provides an in-depth analysis of multifamily market trends, shedding light on the surge in investments and effective asset management strategies. 2024 Economic Outlook: Insights into economists' predictions for 2024, anticipating potential Fed rate cuts and examining the relationship between interest rates and cap rate fluctuations. Economic Indicators: Understanding moderating inflation, resilient labor markets, and consumer spending trends, and their profound impact on real estate investments. "Doom Spending": Ellie explores the concept of consumer behavior amidst impending economic shifts, spotlighting interesting dynamics influencing spending patterns. Asset Valuations & Interest Rates: Delving into the intricacies of asset valuations, the correlation (or lack thereof) between interest rates and cap rates, and the implications for portfolio optimization. Strategic Investment Insights: Showcasing the significance of informed investment strategies, navigating market trends, and capitalizing on opportunities for a future-ready portfolio. Join us as we delve deep, challenge the status quo, and unveil the changing mindset of real estate investors. Whether you're a seasoned pro or just starting out, this episode promises a treasure trove of insights, strategies, and opportunities waiting to be unlocked. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. #EconomicOutlook #InvestmentInsights#RealEstateStrategy #CapRates #InterestRates #InvestmentTips #FinancialForecast #MarketTrends #AssetManagement #ConsumerSpending #Investing2024 #EconomicIndicators #WealthBuilding #PortfolioPlanning #InvestorAdvice  Learn more about your ad choices. Visit megaphone.fm/adchoices

Wondering how Family Offices navigate the ever-changing real estate market? Learn the keys to navigating the family office landscape, the significance of patience in wealth-building, and the pivotal role of relationships in this latest episode. Ron Diamond, Founder & Chairman of Diamond Wealth, delves into the evolution of family offices, emphasizing their growing significance in the investment landscape. He shares invaluable insights into their challenges, their inefficiencies, and how many are now facing a critical juncture in their development. Join the conversation as we delve into the critical elements of patient capital, diversification, and the power of staying focused within your investment domain. Discover how these factors shape the decision-making process for family offices in the real estate landscape. From adapting to market shifts to the challenges posed by rising interest rates, the podcast sheds light on the changing dynamics of real estate investments. Explore how family offices approach buy-and-hold strategies, refinance, and capitalize on market fluctuations for long-term wealth creation. Key Takeaways: Patient Capital Prevails: Family offices, with their patient capital approach, often hold assets for extended periods, allowing them to ride market waves and maximize returns without the constraints of shorter investment horizons. Specialization & Focus: Staying in your investment lane matters. Family offices tend to invest where they've made their initial fortunes, leveraging their expertise in specific sectors such as real estate, tech, or other industries where they've excelled. Relationships Over Transactions: Building trust and relationships are paramount in the family office sphere. They prioritize trust in their dealings, preferring to work with individuals or entities they know and trust over simply seeking the best-performing funds. Long-Term Strategies Over Flipping: Unlike some institutional investors, family offices often prefer buy-and-hold strategies in real estate. They aim for sustained growth rather than short-term profits through flipping assets. Diversification Within Expertise: While they specialize, family offices might diversify within their expertise area. For instance, in real estate, they may hold various property types but tend to avoid areas where they lack substantial expertise. Adapting to Market Changes: They adapt their strategies to market shifts. With the changing interest rates and potential economic fluctuations, family offices navigate these changes by making informed decisions and capitalizing on opportunities. Education & Relationship-Oriented Events: They value educational content and prefer relationship-focused events over typical sales-pitch conferences. Such events provide insights, fostering connections, and facilitating knowledge sharing. Join us as we delve deep, challenge the status quo, and unveil the changing mindset of real estate investors. Whether you're a seasoned pro or just starting out, this episode promises a treasure trove of insights, strategies, and opportunities waiting to be unlocked. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. #RealEstateInvestments #FamilyOffices #MarketTrends #WealthCreation #InvestmentStrategies #ReadyToScale #LongTermInvesting #PropertyPortfolio #MarketPredictions #WealthManagement  #MarketTrends #TrustInInvestments  #DisruptiveStrategies  Learn more about your ad choices. Visit megaphone.fm/adchoices

If you're an investor currently using a sponsor's portal, you might have a love-hate relationship with them. But if you're curious about the future of investment tech, this is actually a really interesting behind the scenes conversation in understanding how this new technology is developed, the challenges behind it, and where it might be likely to evolve moving forward. Listen in as we sit down with Andrew Crebar,  CEO and Co-founder of GP Flow and Honey Bricks, for a candid discussion on this latest #fintech. Key Takeaways: Tech's Complex Dance: Investment technology faces challenges in accommodating diverse deal structures, juggling between Excel's simplicity and the need for advanced analytics tools. Limitations & Innovations: Discover the limitations hindering the creation of a universal system to manage various deal structures. Honeybricks' tokenization approach for real estate investments is a beacon of innovation amidst these challenges. Cybersecurity and Tech Evolution: Explore the cybersecurity concerns within the investment realm and how companies like GP Flow are committed to secure, encrypted systems, while addressing vulnerabilities like phishing attacks. Industry Transformation: Engage in the industry's conversation! The podcast delves deep into GP Flow's vision for investment tech evolution, offering insights into cybersecurity, the road ahead for tech in investments, and the quest for seamless investor experiences. Join us as we delve deep, challenge the status quo, and unveil the changing mindset of real estate investors. Whether you're a seasoned pro or just starting out, this episode promises a treasure trove of insights, strategies, and opportunities waiting to be unlocked. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. #InvestingInnovation #GPFlow #InvestorPortals #TechSolutions #RealEstateInvestments #FutureOfInvesting #InvestmentTechnology #PodcastDiscussion #InvestmentInsights #GPFlow  #TechAdvancements  Learn more about your ad choices. Visit megaphone.fm/adchoices

Ever wondered how Moody's recent credit downgrade could sway the real estate market's tides? Join hosts Jeanette, Ellie, and Ryan in this insightful episode as they unpack the intricate dance between economic shifts and real estate investments. We dissect the complexities behind Biden's initiative to offer federal land for affordable housing development and the stark realities investors need to consider. Offering free land sounds tempting, but complexities arise from zoning, permits, and uncertain returns. This innovation might not be the golden ticket everyone hopes for! Moreover, the recent Moody's U.S. credit downgrade has sparked concerns among savvy investors. From federal debt implications to the volatility of treasury bonds, we're exploring how these shifts can potentially impact investors' financial stability. Tune in as we unravel the myths around the liquidity of REITs and discover why the private sector might be a beacon of stability in these turbulent times. Key Discussion Points: Moody's Credit Downgrade Impact: Dive into the potential implications of Moody's downgrading the U.S. credit rating, examining the historical context and how it affects investor return expectations. Real Estate Vulnerability Amid Economic Uncertainties: Understand the vulnerability of different investment avenues such as stocks and real estate during economic shifts. Highlight the advantages and potential risks associated with diversified investments. Insights on Liquidity in REITs: Clarify the misconceptions around the liquidity of Real Estate Investment Trusts (REITs), comparing publicly traded REITs and non-traded REITs. Explore the challenges and nuances of liquidating REIT assets during times of crisis. Impact on Real Estate Investment Opportunities: Analyze the strategies employed by REITs in dealing with liquidity crises, shedding light on the types of assets being offloaded. Uncover how private sector investments might offer relative stability amidst economic turmoil. Examining Real Estate Market Dynamics: Delve into the market dynamics, discussing underperforming assets, supply issues, and collection challenges faced by REITs. Explore how the current economic climate impacts deal structures and debt obligations in real estate transactions. Future Outlook and Investor Insights: Discuss the potential future trends in the real estate market post-Moody's credit downgrade. Offer investor-centric insights and highlight opportunities while navigating through the uncertainties. Join us as we delve deep, challenge the status quo, and unveil the changing mindset of real estate investors. Whether you're a seasoned pro or just starting out, this episode promises a treasure trove of insights, strategies, and opportunities waiting to be unlocked. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. #RealEstate #InvestmentInsights #BidenInitiative #MoodyDowngrade #EconomicImpact #Investing101 #ReadyToScalePodcast #RealEstateInvestments #EconomicShifts BidenEconomicPolicy #MarketInsights #InvestmentStrategies #EconomicOutlook #RealEstateMarket #FinancialAnalysis #AssetDiversification #PrivateSectorInvesting #R2S  Learn more about your ad choices. Visit megaphone.fm/adchoices

Join us this week as we sit down with Alvaro Boitier, a seasoned economist and assistant professor in economics at Babson College. Listen in as Alvaro shares his deep insights into the realms of international finance and macroeconomics, as he explains the critical role of corporate hedging in buffering the impacts of international economic shocks. For those grappling with personal finance management, especially in times of inflation, Alvaro offers practical, actionable advice on how to navigate these challenging waters. Moreover, he delves into the concept of building an extraordinary life, emphasizing the significance of financial wisdom, frugality, and focusing on long-term goals over immediate gratification. This episode is not just an exploration of economic theories but a guide to applying these principles in real-world investment scenarios, making it a valuable listen for anyone looking to enhance their financial and investment strategies. Key Takeaways for Investors: Understanding Economic Trends: Gain insights into how global economic trends can impact your investment decisions. Financial Prudence: Learn the importance of budgeting and being cautious with expenditures, especially in uncertain economic times. Long-Term Focus: Discover the value of focusing on long-term goals and how this approach can lead to building a more fulfilling and financially secure life. Adapting to Economic Changes: Get tips on how to adjust your financial strategies in response to inflation and other economic shifts. Whether you're a seasoned investor or just starting out, this episode offers valuable perspectives on navigating the complex world of finance and economics. Alvaro's expertise and practical advice make this a compelling listen for anyone interested in strengthening their financial acumen and investment strategies. How to Contact Alvaro: Email: aboitier@babson.edu LinkedIn: www.linkedin.com/in/alvaro-boitier-5454b3a4/ Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. Production Team: Co-Host: Jeannette (Robinson) Friedrich Guest: Alvaro Boitier Strategy: Syed Mahmood Editor: Trinity Hodges Learn more about your ad choices. Visit megaphone.fm/adchoices

How do you protect your wealth in a world where others might be looking for ways to claim a piece of it? And how do you ensure that your time, your most valuable asset, is spent wisely? In the latest episode of REady2Scale, we dive into these crucial questions with Clint Coons, a seasoned expert in real estate and law. This episode is a must-listen for anyone serious about safeguarding their wealth and optimizing their time. Clint brings to the table his extensive experience in real estate investing, focusing on the critical need for asset protection in a landscape where legal challenges can arise unexpectedly. His insights are crucial for anyone looking to secure their investments against unforeseen threats. Drawing from his books "Next Level Asset Protection" and "Tax and Asset Protection for Real Estate Investors," Clint offers a glimpse into effective strategies for shielding your wealth. These resources are invaluable for those navigating the complex terrain of real estate investment. Key Takeaways: -Avoid BS Lawsuits - Proactive measures to protect your assets from potential legal entanglements. -Tax Planning is Critical for Growing Wealth - Understanding the balance between effective tax planning and business growth. -Time is Money - Make every moment count in your investment journey. This episode is more than just a discussion on real estate and law; it's about strategically building and protecting your legacy in a time-efficient manner. Contact Clint: Website: AndersonAdvisors.com Youtube: Anderson Advisors Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. Production Team: Co-Host: Jeannette (Robinson) Friedrich Guest: Clint Coons Strategy: Syed Mahmood Editor: Trinity Hodges Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover the keys to managing various asset classes, from asset classes to premium locations, and how efficient operations can boost your bottom line. In this episode, get exclusive insights on interest rate changes, geopolitics, and practical tips regarding the impacts of inflation on property values to the crucial art of attracting and retaining top talent in this competitive market. Key Takeaways: Inflation Impact: Inflation is driving up costs in the real estate market. This is causing challenges for investors, who need to ensure they're attracting the right talent and managing their assets efficiently to maintain profitability. Talent Acquisition: In a competitive market, it's crucial to attract and retain top talent. Skilled and motivated employees can significantly impact property performance and tenant satisfaction. Property Class Differences: Class C assets, which generate lower income, face challenges in recruiting staff compared to Class B and A properties. Understaffed properties can lead to maintenance issues and decreased tenant satisfaction. Expense Management: Efficient operations and expense management are key to real estate success. Identifying inefficiencies and closely evaluating expenses can significantly impact a property's profitability. Stability in the Market: The real estate market can be unpredictable, but experienced investors remain focused on their long-term goals. Fear-based decision-making can lead to missed opportunities in various market conditions. Interest Rates and Geopolitical Factors: The podcast discusses the impact of interest rates and geopolitical issues on the real estate market. While these factors are significant, staying informed and objective is essential for making well-informed investment decisions. Market Opportunities: Despite market fluctuations, there are always opportunities to be found in real estate. The key is to conduct thorough due diligence, research, and seek professional advice to navigate the market confidently. Conservatism in Projections: Being conservative in financial projections and underwriting can help manage risk and ensure investments remain financially viable. Join us as we delve deep, challenge the status quo, and unveil the changing mindset of real estate investors. Whether you're a seasoned pro or just starting out, this episode promises a treasure trove of insights, strategies, and opportunities waiting to be unlocked. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you contemplating a leap from a corporate career to the thriving realm of real estate investing? In this episode, we explore the lessons learned from the journey of experienced investor, Daniel Angel Mejia. Listen in as Jeannette and Daniel unravel the intricacies of the real estate market, the advantages of being bilingual in the business, and the challenges and rewards of transitioning from a secure job to entrepreneurship. Whether you're a seasoned investor or just starting out, this episode promises insights that will reshape the way you view the multifamily real estate landscape. Key Takeaways: The Immigrant Journey: Daniel's transition from studying in the US to starting his career in Colombia and then returning to the States. Taking the Leap: The challenges and rewards of moving from a secure 9-5 job to starting a real estate firm. Bilingual Advantage: How being bilingual has given Apex Development Group a competitive edge in the market. Transition to Multifamily: The reasons behind shifting focus from single-family to multifamily properties. Bullish on Atlanta: The potential and challenges of the Atlanta real estate market. Economic Challenges: Navigating the current economic landscape, dealing with interest rates, and the importance of efficient property management. Generating Additional Revenue: Creative strategies to boost income from properties. Contact Daniel: Email: DAngel@ApexInvestments.us Website: ApexInvestments.us Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Learn more about your ad choices. Visit megaphone.fm/adchoices

Navigating the multifamily investment landscape? As a passive investor, it's crucial to understand how rising insurance costs can impact your returns. In this episode of Ready2Scale, join Calvin Roberts as we delve into the nuances of insurance costs and their implications for passive multifamily investors. Key Insights for Passive Investors: Economic Influences on Insurance: Inflation and interest rates play a significant role in determining insurance costs. Grasp how these factors directly influence the insurance premiums and, consequently, your passive income returns. Safeguarding Your Investment: Embrace risk management tactics tailored for passive investors. Learn about the importance of contractual risk transfer with subcontractors to shield your investments from potential liabilities. Optimizing Insurance Expenditure: Discover ways to optimize insurance costs without compromising on coverage. Understand the balance between coverage levels, deductibles, and their impact on your investment returns. The Role of Reinsurance: For passive investors, understanding the dynamics of reinsurance is crucial. Learn how the availability and cost of reinsurance capital can sway the broader insurance market and your investment strategy. Climate Change Considerations: With climate change reshaping risk profiles, some insurers are retreating from high-risk zones. Understand how this can affect insurance premiums and the availability of coverage in areas vulnerable to natural calamities. Potential Government Involvement: Explore scenarios where government intervention, akin to the Terrorism Risk Insurance Act (TRIA), might be essential to ensure the stability of the insurance market, impacting passive investment strategies. Tune in to this enlightening episode as we dissect the intricacies of insurance costs and their ramifications for passive multifamily investors. Whether you're a seasoned investor or just diversifying your portfolio, this episode offers invaluable insights to enhance your investment strategy. How to Contact Calvin Website: www.falconinsagency.com LinkedIn: www.linkedin.com/in/calvinroberts810 Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Learn more about your ad choices. Visit megaphone.fm/adchoices

Do you want to understand why the rich are getting richer? In this episode of REady2Scale, we uncover the fascinating connections between gold, wealth disparity, and family offices, the financial powerhouses behind some of the most influential fortunes in the nation. Learn how the wealth gap is impacting society and what you can do to create your own opportunities. Key Takeaways: Passive Real Estate Investing: Diversifying your real estate investments across different types of properties and locations can help reduce risk. Real estate crowdfunding platforms and real estate investment trusts (REITs) provide accessible options for passive investors. Family Offices: Family offices are entities that manage the wealth and investments of the wealthiest families in the U.S. They are highly sophisticated and strategic in their investment approach. Many family offices prefer to invest in areas where they have a deep understanding, such as real estate. There are two main types of family offices: those that want a more passive role and those that seek active involvement in investments. Investment Preferences: Family offices tend to stick with asset classes and investment vehicles they are familiar with, often staying loyal to what initially generated their wealth. Multifamily real estate investments are a favorite among family offices due to their stability and income potential. Some family offices are showing interest in direct real estate investments, preferring more control over their assets. Wealth Disparity: Family offices vary widely in size, with the majority having a net worth over $1 billion and a select few exceeding $10 billion. Smaller family offices often focus on preserving capital, while larger ones may diversify more aggressively. The sheer amount of cash and liquid assets held by family offices means they are positioned to capitalize on investment opportunities, especially during economic downturns. Investment Trends: Despite changing economic conditions, family offices generally maintain a consistent portfolio allocation, although they may adjust the order of their top concerns. Watch out for their increasing interest in private credit markets as traditional lenders tighten their lending criteria. Family offices are keen on maintaining liquidity and often have substantial dry powder ready to be deployed into the markets. Join us as we delve deep, challenge the status quo, and unveil the changing mindset of real estate investors. Whether you're a seasoned pro or just starting out, this episode promises a treasure trove of insights, strategies, and opportunities waiting to be unlocked. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover how to break free from traditional bank financing and tap into the world of private money. Unlock the keys to financial freedom and gain a deep understanding of interest rates and loan-to-value ratios with private lenders. Explore the secrets of succeeding in niche markets, avoiding head-to-head competition with institutional buyers and uncover winning marketing strategies that can help you find off-market opportunities and grow your real estate portfolio. Tune in for essential knowledge to help you secure your financial future through private money and real estate investments! Key Takeaways: Benefits of Private Money: Jay emphasizes that private money allows real estate investors to secure funding without relying on banks. This offers more flexibility and faster access to capital, crucial in competitive markets. Structuring Private Money Deals: Listeners learn about the typical terms of private money loans, including an 8% interest rate and a maximum loan-to-value ratio of 75% of the after-repaired value. Jay explains how these terms can be attractive to private lenders. Fix and Flip Strategy: The episode focuses on the fix and flip real estate strategy, which is the primary model Jay uses with private money. This strategy involves acquiring distressed properties, rehabilitating them, and then selling them at a profit. Avoiding Competition with Institutions: Jay advises real estate investors to target markets where there is less competition from institutional buyers. By going to smaller, suburban markets, investors can find more opportunities to secure deals. Effective Marketing Strategies: Jay shares his successful marketing strategies for finding off-market deals, including direct mail, Google ads, and outbound calling and texting. He explains how these methods help him stand out and acquire properties. Building Relationships: Building strong relationships with private lenders is key. Jay highlights the importance of educating private lenders about the process, ensuring they understand the investment and feel secure. Beware of Scams: Both borrowers and lenders should be cautious of scams in the private money space. Borrowers should never send money upfront to potential lenders, and lenders should thoroughly vet borrowers. Living an Extraordinary Life: Jay shares a valuable life lesson, emphasizing the importance of having a clear purpose and serving others. He believes that understanding your "why" can lead to an extraordinary life. Resource Offer: Jay offers a free copy of his book, "Where to Get the Money Now," to listeners interested in learning more about private money and real estate investing. Join us as we delve deep, challenge the status quo, and unveil the changing mindset of real estate investors. Whether you're a seasoned pro or just starting out, this episode promises a treasure trove of insights, strategies, and opportunities waiting to be unlocked. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Learn more about your ad choices. Visit megaphone.fm/adchoices

There is a lot of dynamic action in the markets! In this episode, we discuss the nuanced relationship between inflation and multifamily investments. We also shed light on the recent uptick in office foreclosures across the US and delve into the ever-evolving world of venture capital. Key Highlights: Office Evolution: The rise of remote work is altering the demand dynamics for office spaces, especially in suburban areas. Understand the implications of these changes for real estate investments. Venture Capital Dynamics: Venture capital offers unique opportunities and challenges. Learn about the factors that influence VC valuations and investor sentiment, and the importance of a strong management team in startups. Strategic Diversification: Consider the benefits of diversifying your portfolio across real estate and other asset classes like VC. Real estate provides stability and tax advantages, while VC introduces avenues for potential high returns. Pulse of the Investor: Stay informed about investor sentiment in various markets. VC sentiments can offer a window into broader economic conditions, providing insights that may be relevant to real estate investors. Join us as we delve deep, challenge the status quo, and unveil the changing mindset of real estate investors. Whether you're a seasoned pro or just starting out, this episode promises a treasure trove of insights, strategies, and opportunities waiting to be unlocked. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you a passive multifamily investor or fund manager looking to expand your horizons? Think there's only one way to dive into multifamily investing? Think again! In this enlightening episode of the REady2Scale podcast, we sit down with the multifaceted Matt Shields to uncover the myriad of avenues available to you, beyond just being a sponsor or syndicator. Key Takeaways: Unlocking Capital Raising Secrets: Discover how savvy investors are raising capital in today's market, even when the odds seem stacked against them. Systematic Outreach Unveiled: Learn about the transformative "dream 100" concept and how it's revolutionizing investor outreach, ensuring you're always in tune with potential investors. Fund-to-Fund Models Explored: Delve into the world of fund-to-fund models. By partnering with operators, you can tap into a wider array of investment opportunities than ever before. The Allure of Fractionalized Funds: Get a grip on fractionalized funds and how they're offering investors unparalleled control, diversifying opportunities from tech to multifamily. Seasoned Investor Insights: Hear why experienced investors remain bullish, even in shifting economic landscapes, and why downturns might just be your golden ticket. Vivid Vision Planning: Matt shares the power of a three-year "vivid vision" in steering your investment journey, ensuring you remain agile and focused on tangible goals. Join us as we delve deep, challenge the status quo, and unveil the changing mindset of real estate investors. Whether you're a seasoned pro or just starting out, this episode promises a treasure trove of insights, strategies, and opportunities waiting to be unlocked. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dive into this enlightening episode where we unravel the complexities of the current real estate landscape, from China's liquidity crisis to the multifamily sector's capital calls and the intriguing theory of the "richcession." If you're a multifamily passive real estate investor, this episode is packed with insights tailored just for you. Key Takeaways: China's Real Estate Liquidity Crisis Unpacked: Discover the ripple effects of China's real estate liquidity crisis and how major property developers' defaults could potentially impact the global financial system. Understand the broader implications and what this means for multifamily passive investors. Demystifying Capital Calls in the Multifamily Sector: Learn about the rising frequency of capital calls, especially in the multifamily sector, and why they're becoming a concern for investors. Get insights into the importance of partnering with liquid sponsors to safeguard against unexpected capital calls. Delve into the nuances between planned and unplanned capital calls and how the rapid increase in interest rates is affecting cash flows and debt coverage. The "Richcession" Phenomenon: Ever heard of a recession that primarily affects the wealthy? Uncover the concept of "richcession" and its implications. Despite significant wealth gains in 2021, understand the massive losses, especially in stocks, and how they contrast with the stability of real estate investments. Learn about the resilience of the millionaire demographic, even amidst financial downturns, and what this means for the real estate investment landscape. Why Listen? As multifamily passive real estate investors, it's crucial to stay informed and ahead of the curve. This episode offers a deep dive into current market dynamics, providing listeners with actionable insights and strategies to navigate these challenging times. Whether you're looking to safeguard your investments against unexpected capital calls or curious about global market trends and their potential impact, this episode is a must-listen. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Learn more about your ad choices. Visit megaphone.fm/adchoices

Get ready for a captivating conversation with Neal Bawa, CEO of GroCapitus Investments and Multifamily University. This week we dive into investor's perspectives in today's economy and, more importantly, how the wrong one can be holding some back from opportunity. In addition, Neal unveils some interesting strategies to finding opportunities in today's economy outside of traditional multifamily. Whatever your prefered investment vehicles are, you'll be sure to gain some interesting insights in this episode. Key Takeaways: Mindset Matters: The right mindset is crucial for successful real estate investing. Shift from fear to confidence by understanding the market's current dynamics. Bridge the Buyer-Seller Gap: Recognize that there's always a gap in expectations between buyers and sellers. This gap exists even during market fluctuations. Embrace Opportunity in Distress: In times of economic uncertainty, distressed assets, like land, can offer significant discounts. Consider investing in illiquid assets when others hesitate. Patience and Discipline: Real estate investing is a long-term game. Patience, discipline, and a commitment to your strategy are key to achieving financial goals. Internalize Knowledge: When you learn something valuable, take time to internalize it. Believing in your investment decisions is critical for success. Learn from the Masters: Study successful investors like Warren Buffett and John Paulson. They faced fear but made informed decisions based on data, not emotions. Your Opportunity Awaits: Don't wait for a time machine. Seize the present moment. Take Neil Bawa's advice to heart and kickstart your real estate journey with confidence! Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Learn more about your ad choices. Visit megaphone.fm/adchoices