REady2Scale - Real Estate Investing Blue Lake Capital

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
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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
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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
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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.

Prefer to listen in? 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
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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
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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.
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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