• EP 230: Preparing for the Worst, Hoping for the Best: Smart Strategies for Passive Investors with Zihao Wang
    Oct 31 2024

    Zihao Wang is the CEO at Motiva Holdings, a vertically-integrated multifamily development firm. Zihao embarked on his real estate journey alongside his family in his teenage years. He began by being the property manager of his family’s assets, handling tasks from collecting rents, conducting repairs, and maintaining tenant relationships, before moving onto the acquisitions and capital markets side. Currently, Zihao leads the Diligence and Operations divisions and is responsible for the strategic decisions within MH.


    Outside of MH, Zihao is actively involved in the Urban Land Institute (ULI), National Multifamily Housing Council (NMHC), and other real estate associations. He is an active speaker at multiple events and conferences including IMN, iGlobal Forum, etc.


    Summary


    In this episode of the Gentle Art of Crushing It podcast, host Randy Smith interviews Zihao Wang, founder and CEO of Motiva Holdings. They discuss the current state of the real estate market, particularly for passive investors, and explore Zihao's journey into multifamily syndication. The conversation covers strategies for navigating California's unique challenges, the importance of expanding into new markets, and innovative approaches like ADUs. Zihao shares insights on the current market conditions, future outlook, and valuable advice for new passive investors.


    Chapters


    00:00 Market Overview and Passive Investment Opportunities

    02:51 Zihao Wang's Journey into Real Estate

    08:41 Expanding Beyond California: New Market Strategies

    12:22 Navigating California's Unique Challenges

    15:35 Innovative Strategies: ADUs and Mixed Development

    19:23 Current Market Conditions and Future Outlook

    24:01 Advice for New Passive Investors


    RANDY SMITH

    Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor

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    34 mins
  • EP 229: Diversifying Your Portfolio: Real Estate, Startups, and AI Investments with Akash Jain
    Oct 24 2024

    Meet Akash Jain, a seasoned entrepreneur with over 30 years of experience who skillfully blends roles as a fund manager, entrepreneur, strategist, and technologist. After successfully exiting his healthcare startup in 2019, Akash has dedicated his efforts to assisting friends and family in building generational wealth through savvy investments.

    Since 1999, Akash has diversified his portfolio across commercial real estate, startups, oil and gas, and solar energy. As an influential figure in investment circles, he has contributed to over 100 startups as an angel investor, mentor, and general partner in a Silicon Valley seed-stage startup fund. His expertise in commercial real estate is extensive, with investments spanning multifamily units, retail spaces, land, short-term rentals, car washes, office spaces, and single-family homes, boasting over 600 multifamily units as a lead sponsor.

    Akash is the visionary Founder and CEO of Multi Asset Generational, a dynamic real estate and private equity fund. Alongside his dedicated team, he collaborates with private equity firms and family offices to syndicate, develop, and invest in various projects, including a recent partnership with an India-based private equity and venture capital fund focusing on startups and unicorns.

    Further expanding his investment scope, Akash co-founded the Karma Energy Fund, focusing on highly selective oil and gas exploration investments. Currently, he manages over $100 million in assets.

    Akash earned an MBA in Entrepreneurship from the Kelley School of Business at Indiana University and a Bachelor of Engineering in Computer Science from Pune University.

    Family is central to Akash's life; he resides in Frisco, TX, with his high school sweetheart and their two sons, nurturing the next generation of thinkers and leaders.


    Connect with Akash at 972-645-4321 or akash@multiassetgenerational.com


    Summary


    In this episode of the Gentle Art of Crushing It podcast, host Randy Smith interviews Akash Jain, a multifamily operator and managing partner of a multi-asset generational fund. They discuss current market conditions, opportunities for passive investors, and Akash's unique strategies in multifamily investing. Akash shares insights on the importance of community in property management, his transition from healthcare to real estate, and his approach to investing in startups and AI. The conversation emphasizes the significance of due diligence and investor education in navigating the real estate and startup landscapes.


    Chapters


    00:00 Market Conditions and Opportunities for Passive Investors

    10:01 Akash Jain's Journey and Multifamily Investment Strategy

    20:00 Investing in Startups and AI: A New Frontier

    30:06 Due Diligence and Investor Education


    RANDY SMITH

    Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor

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    41 mins
  • EP 228:Unlocking Global Real Estate: Building Luxury Retreats with Tyler Jordan
    Oct 17 2024

    Tyler Jordan is a managing partner at The Nova Haus with over a decade in the real estate industry as an investor, project manager and now operator. Tyler boasts a remarkable global footprint having lived and worked in 30+ countries to date and whose life revolves around 3 things: Bringing next generation real estate to the market, his wife Madison and the concept of being 1% better everyday. Tyler is originally from Australia, but splits his time between the USA and Australia.


    Chapters


    00:00 Introduction to Luxury Resort Development

    05:01 The Evolution of Corporate Retreats

    09:59 Building a Community for Success

    15:09 Navigating International Real Estate

    20:04 Investment Opportunities in Costa Rica

    22:02 Ownership and Financing in Costa Rica

    24:00 Investment Structure and Returns

    26:04 Tax Implications for Investors

    28:03 Investor Engagement and Access

    29:50 Finding Opportunities and Resources

    31:59 Personal Growth and Learning in Investing

    34:08 Bucket List and Future Aspirations


    Summary


    In this episode of the Gentle Art of Crushing It podcast, host Randy Smith interviews Tyler Jordan, managing partner of the Nova House Real Estate Fund, which specializes in developing luxury resorts for corporate retreats. Tyler shares his journey from Australia to the U.S. and how he discovered the potential of managing real estate projects remotely. The conversation delves into the evolution of corporate retreats, the importance of building a supportive community, and the unique advantages of investing in international real estate, particularly in Costa Rica. Tyler emphasizes the significance of having the right team and connections to navigate the complexities of real estate development. In this conversation, Tyler Jordan discusses the advantages of investing in real estate in Costa Rica, highlighting the cost efficiency of building properties compared to the US. He explains the ownership rights for foreigners, the structure of their investment deals, and the expected returns. The conversation also touches on tax implications, investor engagement strategies, and the importance of personal growth in the investment journey. Tyler shares insights on the significance of due diligence and the value of taking action in passive investing.


    Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor

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    40 mins
  • EP 227: Balancing IT, Academia, and Real Estate: Vinki Loomba’s Wealth-Building Blueprint
    Oct 10 2024

    👩 ABOUT ME:

    Greetings! I'm Vinki Loomba, a successful entrepreneur and strategist with a diverse background in commercial real estate, Information Technology, and academia. As the Founder & CEO of Loomba Investment Group, a leading private equity/investment firm specializing in real estate syndications, I've seamlessly transitioned from a highly experienced IT professional and professor to a full-time Real Estate Investor. At Loomba Investment Group, we are dedicated to igniting the journey of professionals towards financial freedom through comprehensive education and unwavering support.


    💡 MY UNIQUE CONTRIBUTION

    I'm not just an expert in strategic planning and management—I possess a unique ability to see the bigger picture and connect the dots. With a profound understanding of both corporate and business environments, I'm well-acquainted with the distinct challenges faced by busy professionals.


    🏘️ MY REAL ESTATE EXPERTISE

    My goal is clear: provide investors with the knowledge to make astute decisions aligned with their long-term financial goals, paving the way for unparalleled financial success. Holding both General Partner (GP) and Limited Partner (LP) stakes in multiple value-add and development deals, I'm deeply invested in your prosperity.


    🎙️ THE REAL ESTATE VIBE

    Step into the dynamic world of real estate with The Real Estate Vibe Show! Join me for inspiring conversations with esteemed entrepreneurs, investors, and other experts, offering expert advice and incredible insights on personal growth and mindset.


    🌍 DRIVEN BY A MISSION

    Beyond business, I am also a philanthropist, supporting multiple charities geared towards women and children. My overarching mission is to touch one million lives in a meaningful way. I firmly believe that with unwavering focus and commitment, any idea can be transformed into reality. My passion extends to exploring different cultures worldwide.


    🔗 CONNECT WITH ME

    For more information and to explore collaborative opportunities, connect with me at:

    https://linktr.ee/loombainvest


    Chapters


    00:00 Introduction to Vinki Loomba

    02:28 Transitioning from IT to Real Estate

    05:11 Exploring Passive Investing

    09:52 Understanding Self-Directed IRAs

    16:35 The Journey of Lumba Investment Group

    21:31 Philanthropy and Impact Investing

    25:31 The Importance of Education in Investing

    32:46 Advice for New Passive Investors

    38:59 Personal Growth and Bucket List Achievements


    Takeaways


    Vinki transitioned from IT to real estate, leveraging her corporate experience.

    She emphasizes the importance of education in real estate investing.

    Passive investing can provide financial independence without the active management burden.

    Self-directed IRAs allow for greater control over investment choices.

    Vinki's goal is to impact one million lives through her investments and philanthropy.

    Networking and finding a community are crucial for new investors.

    Understanding exit strategies is vital for successful investments.

    Fear often stems from a lack of knowledge and understanding.

    Real estate investing is a long-term commitment, not a quick win.

    Personal growth experiences, like skydiving, can shift perspectives on life.


    RANDY SMITH

    Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor

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    44 mins
  • EP 226: Building Wealth with Build-to-Rent: Unlocking Tax Benefits and High ROI with ChrisTopher Smith
    Oct 3 2024

    ChrisTopher Smith is the founder of CMS Equity and a seasoned real estate expert with over 20 years of experience in building successful projects across 48 states. After growing his construction company, MS Square Construction, by 100X, ChrisTopher transitioned to focus on Build-to-Rent real estate, offering accredited investors exceptional returns and significant tax benefits. His firm, CMS Equity, specializes in guiding investors through every step of the process, from research and underwriting to construction and property management. ChrisTopher is passionate about helping busy professionals redirect underperforming Self-Directed IRAs and 401(k)s into high-return real estate projects, allowing them to maximize their net worth and cash flow while minimizing tax liabilities. Through new construction investments in Maricopa County, the fastest-growing area in the U.S., CMS Equity provides a turnkey solution for investors looking to grow their wealth with zero effort. ChrisTopher's mission is to ensure investors achieve a high ROI while benefiting from tax advantages like accelerated depreciation and 1031 exchanges.


    Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor

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    55 mins
  • EP 225: Navigating Real Estate Cycles: Insights from TREPP’s Lonnie Hendry
    Sep 26 2024

    Lonnie Hendry is the Chief Product Officer at Trepp, leading a global team responsible for developing and commercializing Trepp’s suite of CRE, CMBS, and CLO products. Since joining in 2019, Lonnie has spearheaded product innovation and business growth, launching multiple successful offerings that help clients achieve strategic goals.


    He also co-hosts The TreppWire Podcast, a popular CRE podcast with over 1.1 million listens. Recognized for his industry insights, Lonnie is frequently cited by major publications like The Wall Street Journal and Commercial Observer.


    With 22 years of experience in the commercial real estate industry, Lonnie's expertise spans multifamily management, leasing, brokerage, and appraisal. He is also an adjunct faculty member at Texas Tech University, teaching real estate courses and mentoring future professionals.


    Lonnie holds a Master’s in Real Estate from the University of Texas at Arlington and serves on several advisory boards, contributing to industry leadership and education.


    Keywords


    commercial real estate, technology, passive investing, market trends, distressed properties, due diligence, multifamily investments, real estate education, investment strategies, CRE insights


    Summary


    In this episode, Randy Smith interviews Lonnie Hendry, Chief Product Officer at TREP, who shares his extensive experience in commercial real estate and the evolving role of technology in the industry. They discuss the cyclical nature of real estate markets, the importance of due diligence for passive investors, and the opportunities presented by distressed properties. Lonnie emphasizes the need for investors to educate themselves and ask the right questions to navigate the current market landscape effectively. The conversation also highlights the resilience of the commercial real estate sector and offers insights into future trends and investment strategies.


    Chapters

    00:00 - Introduction to Lonnie Hendry and His Background

    02:34 - The Intersection of Technology and Commercial Real Estate

    04:43 - Market Trends and the Cyclical Nature of Real Estate

    09:22 - Understanding Distressed Properties and Buying Opportunities

    12:51 - Challenges in Turning Around Distressed Assets

    17:09 - Due Diligence for Passive Investors

    23:38 - Positive Outlooks and Market Resilience

    29:35 - Advice for Passive Investors in Today's Market

    36:39 - Educational Resources and Final Thoughts


    RANDY SMITH

    Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor

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    51 mins
  • EP 224 - Corporate Success to Real Estate Riches: Ken Gee’s 27-Year Investment Journey
    Sep 19 2024

    Ken is the Founder and Managing Member of KRI Partners, a real estate private equity and investor education firm. He has more than 26 years of real estate, banking, private equity, and real estate investing experience. Throughout his career, he has been involved in transactions valued at more than $2.0 billion, which has included the acquisition, management, and financing of various multifamily real estate projects. Before forming KRI Partners, Ken was a CPA with Deloitte in their tax & M&A practice. His major clients included some of the largest private equity and real estate firms in the U.S. Prior to his career at Deloitte, he was a commercial lender at a large regional bank in Cleveland (now part of PNC). Before that, he owned and operated several certified Cessna Pilot Centers in the Northeast Ohio area where he trained pilots for the Delta Connection program. Ken is married and has three grown children. He enjoys learning, spending time with his family, and helping people create wealth through real estate so they can enjoy life as he has been able to.


    Summary


    In this episode of the Gentle Art of Crushing It podcast, host Randy Smith interviews Ken Gee, founder and president of KRI Partners. Ken shares his journey from being a CPA to a successful real estate investor, discussing the importance of team management, finding the right partners, and the transition to syndication. He emphasizes the significance of building investor confidence through a solid track record and transparency. Ken also shares insights on current market conditions, risk management strategies, and his disciplined approach to investing in multifamily properties in Florida. The conversation concludes with Ken's thoughts on investor education and his personal bucket list experiences.


    Takeaways


    Ken transitioned from CPA to real estate investor after realizing he wanted more time with his family.

    Starting in real estate can be done alongside a full-time job.

    Team management is crucial for scaling in real estate.

    Finding the right partners can help overcome initial liquidity and experience challenges.

    Syndication allowed Ken to expand his business into Florida.

    Building investor confidence relies on a solid track record and transparency.

    Ken follows four rules for choosing an operator: experience, track record, transparency, and putting investors first.

    Current portfolio performance is stable due to disciplined risk management.

    The market is expected to see increased deal velocity as more assets come to market.

    Investors should focus on education and understanding the real estate space.


    Chapters


    00:00 - Introduction to Ken Gee and His Journey

    02:59 - Transitioning from CPA to Real Estate Investor

    05:57 - The Importance of Team and Management in Real Estate

    08:52 - Finding the Right Partners and Scaling the Business

    12:00 - Syndication and Expanding into Florida

    14:50 - Building Investor Confidence and Track Record

    17:57 - The Four Rules for Choosing an Operator

    20:50 - Current Portfolio Performance and Risk Management

    24:00 - Market Outlook and Future Deal Velocity

    27:01 - Investor Experience and Fund Structure

    30:05 - Final Thoughts and Bucket List Adventures


    Keywords


    real estate, investing, syndication, multifamily, portfolio management, investor education, risk management, Florida real estate, CPA, asset management


    RANDY SMITH

    Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor

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    53 mins
  • EP 223: Alecia Bolton on Success via Mortgage Note investing!
    Sep 16 2024

    I had the pleasure of interviewing Alecia Bolton and I am excited for you to hear what she has to say about success and Note investing! Alecia has been a real estate investor for over 8 years, focusing on mortgage note investing for the past 2 years. In that time, she's purchased over 500 doors and $1.2M unpaid balance in 1st position residential notes. She's passionate about note investing and will happily talk your ear off on why you should invest in notes. She lives in the Pacific Northwest with her husband, 2 kids, 2 dogs, and 6 chickens. She does no outdoor activities (contrary to popular belief about those who reside in the PNW!). To learn more about Note investing or to support Alecia please reach out via email below! alecia.b@magpiepi.com

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    24 mins