Real Estate Runway

Hosted by Chad Sutton

BusinessInterviews guests

Website RSS feed

Episodes

207

Latest episode

Sep 2024

Language

About the show

Welcome to the Real Estate Runway Podcast, your trusted guide to real estate investing. Powered by Quattro Capital, we are committed to amplifying life and maximizing wealth through alternative business and investment strategies. Navigate the intricacies of the market, gain invaluable industry insights, and learn the secrets to a successful real estate journey from seasoned professionals. Your flight to financial freedom begins here.

Listen to episodes

60 recent

April 13, 202232 min

049: How to Accelerate Your Path to Financial Freedom and Abundance with Clay Hepler

Are you familiar with the family office concept? What if this is the best chance to reach financial freedom? In this week’s episode, we have an insightful conversation with Clay Hepler, the Chief Wealth Strategist of Creative Capitalist, a wealth creation firm helping clients in 50 states implement wealth creation strategists to empower them to create, protect and multiply their cash flow. His goal is to help 10,000 entrepreneurs and real estate investors in their plan in reaching financial independence by December 25th, 2024 so that they can live their legacy today on their terms. Clay challenges existing belief systems and misinformation around concepts such as money, saving, investing, wealth and retirement. Let’s jump into how to accelerate your path to financial freedom and abundance! Getting to know Clay - [00:01 – 08:38] Clay’s experience having a partnership with Geoffrey Zakarian Clay shares his background and work Why he went from working in the US Embassy to joining his family business How he got familiar with insurance policies How to Accelerate Your Path to Financial Freedom and Abundance with Clay Hepler [08:39 – 25:51] Clay introduces the Creative Capitalist Company A designed life insurance policy that gives you early cash value and liquidity The difference between the infinite banking and the Creative Capitalist company Clay explains the family office concept A structure that is very ultra-high net worth families Why it is key to create a network of people vs the uncle effect The process clients go through when reaching Create Capitalist The Quattro Trio - [25:52 - 32:22] What is your superpower? An unhealthy or healthy obsession with getting all the right answers What is your biggest failure? The scarcity mindset that he has had for the majority of my life. Want to can connect with Clay? Follow him on LinkedIn and Facebook . You can also reach him at 412-552-3029. Head to Creative Capitalist , and take advantage of the FREE WEBINAR! LEAVE A 5 STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how team Quattro can help you by visiting www.TheQuattroWay.com . Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton. Resources Mentioned: Becoming Your Own Banker - Nelson Nash Creative Capitalist Podcast Tweetable Quotes: “The function of this life insurance policy is to capture the most amount of cash flow in your own personal economy that can be redeployed into purchasing assets.” - Clay Hepler “The vision for the company is to give people opportunities that are interested in getting involved in real estate and other asset classes passively, and creating a financial plan around that.” - Clay Hepler “The goal of [Creative Capitalist] is to have a community that can facilitate an open conversation about what's the best thing for you and your family.” - Clay Hepler

May 9, 202330 min

120: Crucial Tactics to Thrive in Today's Real Estate Market with Kim Wendlan

This episode of the Real Estate Runway Podcast features Kim Wendland, a partner and managing partner of Quattro Capital’s asset management division. Join us as we delve into the world of real estate investments and dive deep into the topics of inflation, monetary policy, cash flow, and more. We'll share the importance of focusing on income, expenses, and performance of assets overvaluations in this period of hyper-velocity change. Furthermore, we will examine how macroeconomic factors such as rent to income ratio, population growth, and income growth can help you make wise investments. Additionally, you'll learn about the banking system and lending system at play during times of crisis. And finally, you'll get advice on how to optimize cash flow for faster returns through automation. So tune in for an engaging conversation with Kim Winland to gain valuable insights when it comes to investing in commercial real estate! Learn more about ALTERNATIVE BUSINESS and INVESTMENT STRATEGIES through QUATTRO CAPITAL! LinkedIn: /TeamQuattroCapital Instagram: @TeamQuattroCapital Facebook: @TeamQuattroCapital Website: www.TheQuattroWay.com [00:00 - 06:21] How Lever Movements Impact Your Assets • Cash is king right now, not just in buying things but in operating. • We are in a long covid cycle, and inflation has ramped up quickly. • Fed has two levers to control the economy: interest rates and money supply. • Repercussions of lever movements from 2020. [06:21 - 13:47] Maximizing Assets, Valuations, and Rent Income Ratios • Focus on income, expenses, and performance of the asset instead of valuations. • The economy is changing every quarter, so it is a time of hypervelocity change. • Maximize liquidity and revenue stream of residents to keep assets flourishing. • Real estate is still a great investment due to the supply and demand imbalance. [13:48 - 20:56] How to Manage Real Estate Performance in a Recession • Class B and A assets are good for buy and hold investments • Know the strength and weaknesses of the market with supply and demand • Rent to income ratio should not be more than 33% of someone's income • Real estate market is hyperlocal; macroeconomic factors will behave locally [20:57 - 30:47] The Key to Staying Liquid and Avoiding Cash Flow Problems • Stay on top of liquidity of the project and operators • Be responsive to draw requests • Plan and prepare draw requests as though you're trying to get a new loan • Provide certainty, confidence, and keep relation positive with lenders • Be nice to lenders • Draw early, often, and in small amounts • Manage balance sheet and cash flow statement closely • Understand the difference between Profit & Loss Statement and Cash Flow Statement Quotes: "We're living history, and we are experiencing things today that people in this industry for 30, 40, 50 years haven't experienced. The economy is literally changing every quarter." "These times of crisis are when you learn how the banking system works and how the lending system works." Connect with Kim through LinkedIn , Facebook , or visit https://www.thequattroway.com/kim-wendland LEAVE A 5-STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how team Quattro can help you by visiting www.TheQuattroWay.com. Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton. Nectar: https://app.usenectar.com/quattro-capital Entity Keeper: Join the EntityKeeper community today to simplify the way you manage your entities and org charts while reducing manual errors. Easily organize corporate data, visualize ownership structures, store unlimited documents, and manage important filing dates with one secure solution. Click here to start simplifying your entity management with EntityKeeper now!

December 12, 2023Episode 16937 min

169: Exploring the World of Self-Storage Investing with Cameron Barsanti

In this episode of the Real Estate Runway Podcast, host Chad Sutton is joined by Cameron Barsanti to discuss their experiences and insights in the real estate and storage investment industry. They share their superpower of hunting deals and how it serves them, as well as the importance of education and taking action in real estate investing. If you're interested in alternative business and investment strategies to amplify life and maximize wealth, this episode is for you. Don't forget to leave a five-star review if you find this episode insightful! TIMESTAMPS Introduction and Background 00:00:00 - Introduction to the podcast episode and the guest, Cameron Barsanti 00:02:23 - Chad introduces Cameron and asks about his background and how he got into real estate Topic: Choosing Self-Storage over Multifamily 00:12:45 - Chad asks Cameron about his decision to invest in self-storage instead of multifamily 00:15:39 - Cameron explains his attraction to self-storage and how he got started in the industry Topic: Operations and Management of Self-Storage Facilities 00:16:28 - Chad asks Cameron about the day-to-day operations of managing multiple self-storage facilities 00:18:37 - Cameron discusses the personnel and systems involved in managing their facilities 00:19:14 - Chad asks about tenant turnover in self-storage and how they handle filling vacancies 00:21:08 - Cameron talks about adding value to self-storage facilities through renovations and operational improvements Topic: Finding Deep Discount Deals in Self-Storage 00:25:19 - Chad asks Cameron about his method for finding deep discount deals in self-storage 00:29:26 - Cameron shares his approach to deal flow, including cold calling and follow-up Topic: Cameron's Coaching Program - Storage Life 00:30:01 - Chad asks Cameron about his coaching program for self-storage investing 00:32:44 - Cameron discusses the focus of his coaching program and how it helps aspiring investors Topic: Superpower and Biggest Failure 00:33:39 - Chad asks Cameron about his superpower and how it serves him in his real estate career 00:34:51 - Cameron shares his biggest failure in life and what he learned from it Check out Cameron!! https://www.storagelife.com/ https://www.linkedin.com/in/cameronbarsanti/ https://www.instagram.com/storagekillercam/ Learn more about ALTERNATIVE BUSINESS and INVESTMENT STRATEGIES through QUATTRO CAPITAL! LinkedIn: /TeamQuattroCapital Instagram: @TeamQuattroCapital Facebook: @TeamQuattroCapital Website: www.TheQuattroWay.com TikTok:@realestaterunwaypod

May 23, 202331 min

124: Maximizing Energy and Amplifying Life with Dr. Erin Hudson

In today's episode of the Real Estate Runway Podcast, Chad Sutton interviews Erin Hudson the Co-Founder of Quattro Capital. Erin’s mental and physical health has always been a priority, leading her to obtain her doctorate in chiropractic care. She has an extensive successful entrepreneurial track record consisting of owning and selling Hudson Wellness Centers in CA, where she served as director of 30+ team members. In this episode, she shares tips on how to stay at peak performance levels and discusses the importance of maintaining a morning success routine, nourishing your body with good quality food, getting into a positive mindset, and working out consistently. The discussion further covers financial literacy and entrepreneurship for children, goal setting and affirmations, understanding the difference between healthy and unhealthy choices when it comes to nutrition, balancing between healthy eating habits and being fanatic about it, as well as the importance of self-love. Tune in now to hear how to achieve peak performance levels with Erin's tips! Learn more about ALTERNATIVE BUSINESS and INVESTMENT STRATEGIES through QUATTRO CAPITAL! LinkedIn: /TeamQuattroCapital Instagram: @TeamQuattroCapital Facebook: @TeamQuattroCapital Website: www.TheQuattroWay.com TikTok: @realestaterunwaypodcast [00:00 - 07:07] Get Into a Peak State • Chad Sutton, host of the show, talks about how to stay in peak energy state • Dr. Erin Hudson shares her morning routine for increased energy • Routine includes drinking water, taking deep breaths, and putting on workout clothes • Intentionality is key to creating an energy routine [07:07 - 13:58] How to Start Your Day with Intention • Start your day with a routine to get your energy up • Instill important values in your children while they are impressionable • Talk openly about finances and earning power with your kids • Have a nighttime success routine and an early morning success routine • Start the day by making your bed and progressively tackle challenges [13:58 - 20:53] Nourish Your Body with Peak Nourishment for Optimal Performance • Be responsible for your own actions and love yourself • Teach kids about balance and healthier choices • Nourish your body with balanced, healthy food • Don't be a fanatic, just make good choices [20:53 - 27:53] Advices on Healthy Eating and Fitness Routines • Dr. Mark Hyman is a great source for healthy cooking • Using natural food can be very beneficial • Indulging in sweets is okay, but do it in moderation • Weighing yourself everyday can help you keep track of your progress • Fitness routines should include high intensity training and muscle confusion • Multitasking can be used to get two things done at once • Excuses are well planned lies, so prioritize what you value most [27:53 - 31:19] Get Ready to Feel Good and Unlock Your Peak Performance • Exercise releases hormones that make you feel happy • Nourishing your body properly and working it can help you reach peak performance • Being in a peak energy state will help you attract people Quotes: "Excuses are well planned lies." - Erin Hudson "It doesn't matter what you do, just apply what works best for you, and make sure that it makes you stretch a little bit and gets you out of your comfort zone." - Erin Hudson Connect with Erin through LinkedIn , Facebook , or visit thequattroway.com . LEAVE A 5-STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how team Quattro can help you by visiting www.TheQuattroWay.com. Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton. Nectar: https://app.usenectar.com/quattro-capital Entity Keeper: Join the EntityKeeper community today to simplify the way you manage your entities and org charts while reducing manual errors. Easily organize corporate data, visualize ownership structures, store unlimited documents, and manage important filing dates with one secure solution. Click here to start simplifying your entity management with EntityKeeper now!

August 3, 202334 min

144: Building Conscious Wealth: Mindset, Education and Access to Opportunities with Bethany LaFlam

Do you want to learn the Triad of Success? Cultivating the Right Mindset, Pursuing Education, and Embracing Opportunities! In this episode, real estate attorney Bethany LaFlam and Chad discuss the principles of building conscious wealth. They highlight three key elements: mindset, education, and access to opportunities. Emphasizing the significance of an abundance mindset, Bethany encourages continuous learning and investment in oneself through various educational resources. The conversation stresses the importance of leveraging networks and learning from others' experiences to identify potential opportunities and avoid repeating mistakes. Learn more about ALTERNATIVE BUSINESS and INVESTMENT STRATEGIES through QUATTRO CAPITAL! LinkedIn: /TeamQuattroCapital Instagram: @TeamQuattroCapital Facebook: @TeamQuattroCapital Website: www.TheQuattroWay.com TikTok: @realestaterunwaypodcast [00:00 - 11:34] Creating Conscious Wealth with Bethany LaFlam Chad Sutton invites Bethany Laflam, Managing Partner of Premier Law Group Bethany shares her passion for helping Main Street investors achieve conscious wealth, emphasizing intentional wealth creation that goes beyond financial gains They highlight the significance of mindset in the pursuit of conscious wealth Collaboration, playing to strengths, and building a supportive community are emphasized as key factors for achieving financial freedom [11:35 - 20:49] Cultivating an Abundant Mindset Bethany emphasizes the significance of adopting an abundance mindset to cultivate conscious wealth, stressing that there are abundant opportunities available for everyone Bethany encourages addressing limiting beliefs and building a sustainable growth-oriented mindset to navigate challenges positively They highlight the significance of a supportive community and seeking guidance from like-minded individuals to borrow positivity during tough times Chad's real-world example demonstrates the value of maintaining a growth-oriented mindset to overcome obstacles and achieve conscious wealth-building goals [20:49 - 34:00] Embracing Mindset, Education, and Opportunities Bethany emphasizes the significance of continuous education, stating that it doesn't always require formal education but can be achieved through various resources She encourages listeners to invest in themselves by being part of communities and networks The importance of maintaining the right mindset to embrace opportunities is highlighted Finally, they talked about the importance of maintaining the right mindset to recognize and embrace opportunities as they arise, ultimately contributing to successful wealth-building endeavors Quotes: "So in my mind, access to opportunities is using your network and finding where the people are that are doing the things you want to do using that education and applying it to figure out where you want to make your next move." - Bethany LaFlam "Shift your strategy with the market, not because of it. Identify opportunities and mitigate risk now rather than later." - Bethany LaFlam Connect with Bethany through LinkedIn , Youtube , or visit http://premierlawgroup.net E-mail: team@plglp.com LEAVE A 5-STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how team Quattro can help you by visiting www.TheQuattroWay.com. Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton. Quattro Capital invites you to join Agora: Don't miss out on the opportunity to experience the forefront of investment management technology with Quattro Capital. Join Agora and schedule a demo to see our all-in-one investment management tool in action. As a bonus, enjoy Quattro's Promotion 10% discount on Yearly Subscription and Onboarding Priority! Our platform includes a powerful CRM, market-leading investor portal, and a fundraising tool that makes it easier to raise capital for new offerings. With our collaborative space, you can ensure transparency with investors and make reporting more accessible than ever before. Click here to schedule your demo and claim your discount today! Entity Keeper: Join the EntityKeeper community today to simplify the way you manage your entities and org charts while reducing manual errors. Easily organize corporate data, visualize ownership structures, store unlimited documents, and manage important filing dates with one secure solution. Click here to start simplifying your entity management with EntityKeeper now!

January 19, 202223 min

037: The SaaS Investing Playbook with Akeel Jabber

It’s time to uncover a different asset class with tons of opportunities to generate cash returns! Akeel Jabber is a tech investor who looks to acquire and grow SaaS companies. He is the Founder and Investment Director at HoriZen Capital, where he partners with B2B SaaS Companies to take their business to the next level of growth. Akeel is an expert in growth marketing and capital raising for B2B SaaS companies. He shares his knowledge and experience as the Host of the SaaS District Podcast. If you’re looking to unlock your investing potential or just get a bit more educated on this asset class, dive into the episode where we’ll explore Akeel’s playbook for investing in SaaS as an asset class. Visit us at thequattroway.com Learn how to invest with us at thequattroway.com/invest Getting to know Akeel Jabber - [00:01 – 06:29] I introduce to the show Bio Akeel shares a bit of his background Petroleum engineer turned entrepreneur Passion for increasing cash returns Learning hard lessons through the stock market You don’t have full control over your investments How Akeel learned to make passive income Recurring revenue from a physical franchise Transitioning to digital investments for faster returns Going full time into B2B SaaS Uncovering B2B SaaS - [06:30 – 11:02] Akeel explains why he went into B2B as an acquisition Learning what you want and don’t want through experimentation Trying to gain expertise in one area Software as a Service: algorithms written to do work for you How this serves you in the real estate space Grab your ticket to the MFIN Summit at mfinsummit.com . Use promo code QUATTRO The SaaS Investing Playbook - [11:03 – 19:46] How to add value to SaaS investments generate a return for investors Similar to Real Estate, optimizing areas of potential Going through a checklist of ways to grow revenue by assing value How to value investments In SaaS you’re looking at ARR (Annual Recurring Revenue) Companies are growing too fast to accurately utilize NOI Finding investment opportunities and partnerships Akeel breaks down his company’s process How you can get involved in this asset class Reach out - Links below Examples of Akeel’s successful investments 99 Dollar Social Socialtool.io Postalytics The Quattro Trio - [19:47 - 27:31] What is your superpower? Learning to step back and analyze risk Knowing when to say no to deals What is your biggest failure? Akeel’s mistake with investing in one affiliate page How to connect with Mike Links below Final words Tweetable Quotes: “The goal is no longer to focus on cash flow… The focus is really, how do we empower entrepreneurship through a different path?” - Akeel Jabber “With SaaS, almost the whole world is your market.” - Akeel Jabber Resources Mentioned: The SaaS District Podcast Cashflow Quadrant Postalytics Software Service Want to connect with Akeel? You can find him on LinkedIn . If you want to invest in SaaS or sell your business, check out https://horizencapital.com/ . Have you heard about the Multifamily Investor Nation Summit, coming up on January 20 th ? If you've never been, it's a three-day information-packed event for multifamily investors, with over 1,000 attendees and over 50 speakers! Not only will hear from experts about finding deals, raising capital, underwriting strategies, selecting markets, and so much more...But this year our partners here at Quattro Capital are excited to be participating with three speakers at the event. Our amazing Kim Wendland will be speaking on the often neglected subject of asset management, how to make the machine hum, while our “most interesting man in real estate”, Maurice Philogene, will be speaking on how to leave your corporate job for a freedom lifestyle. I personally will even be speaking on the topic of how to perform due diligence on multifamily assets before you purchase them and the not-so-common things to watch out for. Go to mfinsummit.com to grab your ticket and use promo code QUATTRO to get $100 off of your full access pass! Whether you are new to multifamily investing or a seasoned investor, you do not want to miss this event. Join Team Quattro at the Multifamily Investor Nation Summit. Visit mfinsummit.com promo code QUATTRO... That's mfinsummit.com promo code QUATTRO. Check out Syndication Pro and learn how you can raise more capital in less time! https://syndicationpro.com/account-setup?fpr=quattro Join the MFIN Summit and use our promo code: QUATTRO LEAVE A 5 STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how team Quattro can help you by visiting www.TheQuattroWay.com . Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton.

February 21, 202339 min

099: Uncovering the Value of Raw Land Development with Cody Bjugan

Cody Bjugan is a seasoned real estate developer who helps others achieve success in the industry. Through Allied Development and VestRight, he teaches people to become land acquisition specialists and sell for 6-7 figure profits without risking capital. Cody's mission is to share his knowledge and inspire others to create a lasting legacy in real estate. Learn more about ALTERNATIVE BUSINESS and INVESTMENT STRATEGIES through QUATTRO CAPITAL! LinkedIn: /TeamQuattroCapital Instagram: @TeamQuattroCapital Facebook: @TeamQuattroCapital Website: www.TheQuattroWay.com [00:00 - 07:32] Opening Segment Cody Buin founded Allied Development and Vest Wright Lost 90% of his 8 figure net worth in 2008, but rebuilt it all Specializes in raw land development and entitlement approval process Purpose is to pivot family legacy and make an impact through Vest Wright [07:33 - 14:36] Strategies for Success in a Down Market Building strong relationships with five people can positively impact your future Diversifying real estate investments across multiple states helped survive the Great Recession Personal development, mentorship, and coaching are essential for success In a down market, pick up talented people and fill the pipeline for deals as wealth can be generated [14:37 - 21:41] Maximizing Human Capital in Land Development Hiring decisions are being made now as the labor market loosens Land developers control the deal by controlling the dirt Raw land must have specific features to be developable Value-add in land development comes from taking raw land through approval process and selling to developers [21:42 - 28:49] Maximizing Human Capital in Land Development Vest Wite's approach involves locating off-market real estate deals and selling them at a profit As the asset moves from raw land to a cash-flowing productive asset, the risk increases The optimal strategy is to focus on off-market prospecting and getting developments approved without taking on debt or owning the land On average, real estate values increase by $3 for every dollar of productive asset value increase, leading to life-changing success stories for Vest Wite clients [28:50 - 39:38] Closing Segment Cody Bjugan is a specialist in entitlements and raw land development. He teaches off-market prospecting, identifying development potential and getting deals approved. Cody's superpower is being visionary and creative. He has learned the value of personal growth and not comparing oneself to others. Learned to not compare oneself to others and live in the gain, not the gap Connect with Cody: Websites: http://www.codybjugan.com , http://www.vestright.com/ , www.allieddev.com Social Media: LinkedIn , Facebook Download Cody’s free ebook, “7-Figure Raw Land Paydays Playbook”. Find it at www.vestright.com/RERunway Quotes: “You're only in competition or in comparison with yourself. Live in the gain and not the gap.“ - Cody Bjugan LEAVE A 5-STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how team Quattro can help you by visiting www.TheQuattroWay.com. Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton.

December 21, 202220 min

086: Changing Lives through Real Estate Investing with Jeff Davis

Jeff moved from New Orleans to Houston after Hurricane Katrina and found work as a data entry clerk behind the desk at a logistics company. He began working on solving problems for customers and soon found himself in customer-facing meetings helping salespeople close deals. Eventually, he became a global sales rep for a fortune 200 Global firm that continues solving complex supply chain issues for clients to this day. He began investing in 2015 so his commissions could earn commissions and has scaled this into a 952-unit portfolio. Learn more about ALTERNATIVE BUSINESS and INVESTMENT STRATEGIES through QUATTRO CAPITAL! LinkedIn: /TeamQuattroCapital Instagram: @TeamQuattroCapital Facebook: @TeamQuattroCapital Website: www.TheQuattroWay.com [00:01 - 06:29] Opening Segment Introducing Jeff to the show Brief background and career Jeff shares his story and advice for becoming an investor, including tips for scaling into multifamily and creating passive income [06:30 - 12:25] How to multiply your wealth through real estate How a salesperson can earn commissions and then pay taxes on that income, which can lead to a higher tax bill How a salesperson can learn about real estate and buy their first property, which can lead to increased wealth. How a salesperson's mindset can shift to make money work for them, and how this journey can be scaled up as the salesperson becomes more successful [12:26 - 15:53] Forming a Team and Changing Lives Transitioning to acquisition specialist from being a private money lender working with other supply chain and logistics professionals to syndicate Jeff’s projects [15:54 - 20:52] The Quattro Trio What is your superpower? Cold calling What is your biggest failure? Not doing due diligence when doing lending Free report at www.MultiFamilyAdvice.com Philanthropic venture: Founders Baptist Church in Houston Texas Connect with Jeff through LinkedIn and Facebook , or visit http://www.multifamilyadvice.com . LEAVE A 5-STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how team Quattro can help you by visiting www.TheQuattroWay.com. Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton.

October 27, 202133 min

026: Underwriting Essentials: How to Vet a Deal Quickly and Effectively with Rob Beardsley

Honing in on your deal structure can help you win more deals, so let’s learn some of the best techniques. Robert Beardsley, as Founder and Principal at Lone Star Capital , oversees acquisitions and capital markets for the firm and has acquired over $100M of multifamily real estate. He has evaluated thousands of opportunities using proprietary underwriting models and published the number one book on multifamily underwriting, The Definitive Guide to Underwriting Multifamily Acquisitions. He has written over 50 articles about underwriting, deal structures, and capital markets and hosts the Capital Spotlight podcast, which is focused on interviewing institutional investors. Let’s dive right in and learn some underwriting essentials from the Lone Star model that will help you vet deals quickly and effectively. Getting to know Rob Beardsley - [00:01 – 03:55] I introduce Rob Beardsley to the show Bio Rob gives a bit of his background Born and raised in Silicon Valley Born to a family of real estate investors Background in numbers and analytics The mindset of creating passive income Underwriting Essentials: How to Vet a Deal Quickly and Effectively- [03:56 – 15:16] Rob’s process of acquiring deals Mostly with Lone Star Capital Building out management - a people business A look at how Rob underwrites deals Focussing on the criteria first Pick your market Take vintage and location into consideration Diving in head first on the preliminary phase Refine the numbers as you go along The importance of consistency Approach to income realization time Models differ on stabilization periods How Rob breaks it all down Determine the number of months from A to B Trend the in-place GPR to the Pro Forma GPR based on that Occupancy vs. number of units you can renovate Baking in margin within a stabilization period Dealing with the operating expense range How to get creative with it Approaching Renovation and Deal Structure - [15:17 – 29:29] Adjusting for renovation periods Structuring the private equity side of a deal Fees, prefer of return, and promote Example of Rob’s more complex structure Tailoring the deal towards sale vs. investor and sponsor Rob talks about his preferences as an investor Final advice from Rob Covering the debt side of the underwriting Thoughts on bridge loans creating more risk Preference for floating rate debt Floating vs. fixed rate debt The Quattro Trio - [29:30 - 33:45] What is your superpower? Taking the complex and making it simple What was your biggest failure? Learning the lesson of due diligence on partnerships Network and date first, don’t marry right away What resources do you have for listeners? Links below Connect with Rob! Links below Final words Tweetable Quotes: “By narrowing down and looking at less deals, you’re more likely to get MORE deals.” - Rob Beardsley Resources Mentioned: The Definitive Guide to Underwriting Multifamily Acquisitions Capital Spotlight Podcast Free Copy of Lone Star’s Underwriting Model Want to connect with Rob? You can reach out on LinkedIn and Instagram . You can also email rob@lonestarcapgroup.com . Check out https://lonestarcapgroup.com/ and start creating more investment opportunities. Check out https://syndicationpro.com/ and learn how you can raise more capital in less time! Join the MFIN Summit and use our promo code: QUATTRO LEAVE A 5 STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how team Quattro can help you by visiting www.TheQuattroWay.com . Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton.

March 30, 202231 min

047: The Current State of Single and Multi-Tenant Retail Properties with Shlomo Aron

Have you ever thought about the benefits of being involved in retail real estate? Investing in that industry can drastically change your business direction. Today, Shlomo Aron, an Associate Investment Advisor at The Lewkowicz Group with Encore Real Estate Investment Services, compares multifamily to retail real estate and discloses how you underwrite or investigate deals to invest in or purchase. Shlomo offers a unique national perspective on commercial investments as well as a strategic marketing campaign to enable his clients the ability to achieve the best values for their properties and advises high net worth individuals, family offices, large trusts, and private investors to perfect their investment strategies. Shlomo specializes in single and multi-tenant retail properties, cannabis assets, and hospitality properties. Whether it is an institutional REIT or an independent owner, Shlomo proves himself to be an invaluable member of each investment team that he is a part of. Let’s dig into the current state of retail industrial properties! Getting to know Shlomo - [00:01 – 04:09] Shlomo shares his background and work His experience doing bookkeeping for an asset management company Brokering single-family houses How he started at Encore Real Estate Investment The Current State of Retail Industrial Properties [04:10 – 25:32] How to evaluate a retail property as an alternative investment strategy The difference between the underwriting of the retail vs multifamily How property taxes work on retail real estate The tenant pays for the taxes Shlomo’s insights about checking the credit rating to verify tenants will reliably pay Major tenants vs small tenants value adjustments Set up a qualitative cap rate Shlomo explains what a triple net lease means Tenants have to pay for everything that happens to the property Tenants are responsible for taxes, insurance, and maintenance The Quattro Trio - [25:33 - 32:00] What is your superpower? Analyzing properties What is your biggest learning? Know what people you need Want to can connect with Shlomo? Follow him on LinkedIn and Facebook . You can also reach him at Shlomo@encorereis.com Go and visit Encore Real Estate Investment Services ; dedicated to assisting clients in the acquisition and disposition of net leased and multi-tenant retail properties across the country! LEAVE A 5 STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how team Quattro can help you by visiting www.TheQuattroWay.com . Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton. Resources Mentioned: Unsolicited Advice Podcast Tweetable Quotes: “Triple Net Lease is a win-win for both; landlord just gets his paycheck, his rent every month, and leaves the tenant alone.” - Shlomo Aron “You really have to understand that, who you come off to the competition, who you speak to, with other people is going to affect your name” - Shlomo Aron “Who you trust affects who trust you.” - Shlomo Aron