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Real Estate Risk Report
34 minutes | Jun 23, 2021
Understanding Note Buying, with Martin Saenz
Martin Saenz from BeQuest Funds joins Lance to discuss how he ventured into the real estate space and how that eventually led to forming BeQuest Funds. After some soul searching, Martin explains how purpose and conviction play a massive role in the success of their business. Note buying is a unique asset class, and Martin seeks to educate passive investors on how this asset class can be a lucrative endeavor.
53 minutes | Jun 21, 2021
Developing the Multifamily Mindset, with Tyler Deveraux
Tyler Deveraux of MF Capital Partners joins Lance to discuss how his humble beginnings sparked his curiosity for passive RE investing. He explains how a single family property is a riskier investment and why he is a proponent of MF investing. Tyler's maxim is, "If you take care of tenants, the bottom line always benefits." He and Lance dive into the intricacies of operating in the multifamily asset class and the due diligence that passive investors should be conducting prior to making an investment.
45 minutes | Jun 16, 2021
Vacancy is the Silent Killer, with Aj Shepard and Chris Shepard
Brothers and business partners, Aj Shepard and Chris Shepard of Uptown Syndication join Lance to discuss the Portland multi-family market and why they are bullish on this particular market. Chris emphasizes one of their main strategies of mitigating risk is being selective in their buying process and their ability to do their own property management. They dive into how the create tenant retention and their ability to add value that ultimately keeps their properties operating at maximum occupancy.
45 minutes | Jun 14, 2021
Getting Control Over Your Financial Future, with Bob Fraser and James Maffuccio
Bob Fraser and James Maffuccio of Aspen Funds join Lance to discuss how they started Aspen in 2012. Aspen Funds combines Bob's 20-year experience in finance and Jim's 30-year real estate expertise to create a less-volatile investment opportunity for investors with their note buying strategy. They dive into embracing "seconds", how they perform due diligence, and how their due diligence process helps their firm mitigate risk.
50 minutes | Jun 11, 2021
Creating a Thriving Community, with Jennifer Searles
37 minutes | Jun 9, 2021
Doing Good and Doing Well, with JP Newman
JP Newman joins Lance once again to dive into finding purpose in real estate investing. As JP fondly calls it, "doing good and doing well." Lance and JP discuss the importance of putting yourself in the residents' shoes and how it takes humanity to be successful in retaining long-term happy tenants. Ultimately, it's resident retention that creates higher returns for investors. What sets Thrive FP apart from others is their ability to listen to their tenants' needs and deliver on their promises.
44 minutes | Jun 7, 2021
Finding Purpose in Real Estate Investing, with JP Newman and Adrian Lufschanowski
Adrian Lufschanowski and JP Newman from Thrive FP join Lance to kick off a three part mini-series. Wondering what FP stands for? For Purpose, For Profit. JP and Adrian's mission of building community and changing lives through real estate investing is truly inspiring. They dive into how they retain their tenants, their motivation to help communities thrive and how this ultimately benefits their investors. This episode demonstrates the compassion and drive that they bring to Thrive FP daily and how partnering with Veritas Impact Partners has furthered their mission.
53 minutes | Jun 4, 2021
The Role Curiosity Plays in Mitigating risk, with Vince Caviglia
Vince Caviglia of San-Diego based Equity Group Investors explains his familial influence in his real estate journey and how one shouldn't be fearful of "thinking different." Vince explains how his own curiosity helps his firm mitigate risky situations, and helps build trust with his investors. Lance and Vince dive into the importance of being flexible in executing various real estate strategies, how Vince keeps up with industry changes and how he navigates the uncertainty of the ever-changing real estate market.
36 minutes | Jun 2, 2021
Investing North of the Border, with Jesse Fragale
Jesse Fragale approaches real estate from multiple angles. Based in Toronto, he started his investing career in student rental properties before transitioning into multi-family investments. His day job at Avison Young focuses on the brokerage side of commercial real estate. He and Lance break down the unique challenges of investing in Canada versus the U.S., including stricter rent controls, a more conservative financial environment, and lower transaction volume. Buy-and-hold is the chief strategy, and Lance and Jesse dig into how value gets added and deals get structured
37 minutes | May 26, 2021
The Goal is to Make Money, but the Job is to Manage Risk, with Mike Coen
56 minutes | May 24, 2021
Understanding “Micro-balance” Bridge Lending, with Chris Carsley and Brock Freeman
56 minutes | May 20, 2021
The Keys to Transacting in Westside Los Angeles, with Larry Taylor
Larry Taylor believes the key to success and longevity in real estate is focusing on a defined geographical area. For his company, Christina, that area is the Westside region of Los Angeles. While others shy away from transacting here, Larry has been all-in for 40 years. Never-ending demand, limited supply, incredible climate, diverse industries—but not without its unique set of risks. He and Lance break it down, discussing why the value comes in owning—not necessarily selling—real estate. Christina offers investors the opportunity to participate in real estate investments with a focus on tax-advantaged wealth preservation and long-term capital appreciation. They dig into his approach to acquisition, portfolio curation, exit strategies, investor education, and much more.
47 minutes | May 19, 2021
Bringing a Hospitality Mindset to Multifamily, with Vadim Kleyner
Vadim Kleyner of Smartland started his career in IT and then put those skills to use in real estate. Starting the purchase of 100 off-market homes in 2008, Vadim and his team built a vertically-integrated multifamily investment company stretching from Ohio to Florida. He and Lance discuss Smartland’s laser focuses: property management and tenant happiness. If vacancy is the killer, then creating a culture tenants don’t want to leave is job one. Vadim shares his approach to providing “practical”, modern amenities, like EV stations and dog playgrounds. This hospitality-inspired strategy is something multifamily investors need to cultivate.
37 minutes | May 17, 2021
Developing a Holistic Mindset for Success, with Ketan Patel
Ketan Patel of Mukhi Capital immigrated to the U.S. at 19, learned English, and obtained a doctorate in Pharmacy. Hardly the typical origin story of a successful multi-family investor and syndicator. His unique POV has also led him into a building a coaching practice for fellow investment pros. He and Lance dig into how he helps operators develop their mindset, embrace the journey, and reach their full potential. They also discuss Ketan’s criteria for investing in a deal, his current focus on the Southeast, and why passive investors need to develop their own system for evaluating deals.
51 minutes | May 14, 2021
If You Can Transact, the Deals Will Find You, with David Hardcastle
David Hardcastle of Voyager Pacific Capital Network has been investing and developing real estate since in 1994 when he first rehabbed a bank REO. He and his team now manage more than 4,000 assets around the country. His key advice: Demonstrate the ability to close deals—backed by proper due diligence—and more deals will follow. Simple, but never easy. He and Lance break down the unique challenges, including staying on top of property taxes, local municipal laws, property management, why not all debt is created equal, and why making mistakes can be a good thing.
40 minutes | May 12, 2021
Checking Expectations and Taking a Bigger Picture Approach, with Spencer Gray
Spencer Gray went from entrepreneur to co-sponsor / LP to President of Gray Capital, an investment firm focused on large multifamily assets. Located in Indianapolis, he looks to take advantage of the relative lack of institutional capital flowing into the Midwest. Spencer shares with Lance his approach to sourcing deals, and why he prefers to see the value in a mismanaged property versus a distressed asset. They discuss the current state of the market, the fickle nature of IRRs, the implications of today’s political environment, and trying to deal with impatient investors to whom 10 years is an eternity.
58 minutes | May 10, 2021
Social Impact Investing: Balancing Profit and Purpose, with Dr. Van Williams
Dr. Van Williams has a PhD in Psychology and more than 20 years of real estate investment and management experience. This gives him a unique POV as he transforms deteriorating properties into cash generating assets. He and Lance discuss his focus on social impact investing in underserved and working class areas, how he evaluates a property for ‘Impact Rate of Return,’ and the unique challenges of balancing profit with purpose.
44 minutes | May 7, 2021
Embracing the Social Impact of Infill Development, with Lacey Lewis
Lacey Lewis’ career has morphed from a loan officer, to general contractor, to his current role as President of Houston-based Lin Development Group. He’s found his purpose in infill/vacant lot development opportunities in urban environments around Houston. He and Lance discuss his passion around the social impact of this type of investment, in terms of community safety, beautification, and economic reinvigoration. They also dig into the details of design, construction, and exit strategy.
50 minutes | May 5, 2021
The Best Deal is Sometimes the One You Don’t Do, with Ken Gee
Ken Gee is a former Deloitte & Touche CPA turned real estate investor at Tampa-based KRI Properties. His background in accounting has instilled in him an analytical, principled approach to deals, and a high aversion to losing someone else’s money. He and Lance discuss underwriting from the ground up—not using a back-of-the-napkin approach. Ken talks about his 90-plan for taking over a property, occupancy as a key risk mitigation strategy, and never losing sight of the most important aspect of a transaction: people.
44 minutes | May 3, 2021
Bulletproof Wealth Strategy: Unpacking a Secret Weapon, with Tom Laune
Tom Laune of Stress-Free Planning has a unique set of tools he deploys for his clients, which he calls the Bulletproof Wealth Strategy. Tom is a student of the Austrian school of economics and the concept of Infinite Banking. He champions the use of a whole life insurance policy to create a vehicle that acts as a line of credit, essentially allowing real estate investors to act as their own banker. Lance and Tom break down how the strategy works, including the ongoing dividends, the myriad tax advantages, and the misconceptions spread by the financial media. Listen and learn!
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