137 épisodes

Welcome to the West Side Investors Network, WIN, your community of investing knowledge for growth. This is the Real Estate Professionals Investing Podcast. For Real Estate Professionals by Real Estate Professionals. This show is focused on the next step in your career....... investing.

Westside Investors Network AJ and Chris Shepard

    • Affaires

Welcome to the West Side Investors Network, WIN, your community of investing knowledge for growth. This is the Real Estate Professionals Investing Podcast. For Real Estate Professionals by Real Estate Professionals. This show is focused on the next step in your career....... investing.

    137. From Litigator to Syndicator: How Legal Expertise Fuels Real Estate Wins with Tilden Moschetti

    137. From Litigator to Syndicator: How Legal Expertise Fuels Real Estate Wins with Tilden Moschetti

    ABOUT TILDEN MOSCHETTI
    Tilden Moschetti is a commercial real estate and syndication attorney for the Moschetti Law Group. He holds an MBA in addition to a law degree, is a Certified Commercial Investment Member, and has advanced financial analysis training that allows him to offer clients a clear view on the economic decisions they are making. 
     
    Tilden has served exclusively as legal counsel to securities and Reg D syndication clients for the last nine years. He’s been a real estate attorney for nineteen years of law practice and brokered and consulted on hundreds of thousands of square feet of commercial real estate. He’s also an active Reg D syndicator. He also has the extensive, hands-on syndication experience to lean into. 
      
     
     
     
    THIS TOPIC IN A NUTSHELL: 
    Tilden’s Journey from Attorney to SyndicatorReal estate Litigation Partnership and first real estate deal 
    How Litigation Skills Help in Syndication
    Finding and Underwriting DealsTypes of Deals they have doneAbout the Medical Office Deal 
    What are their baseline criteria for their target market? Metrics of this deal and how they found itWhat do they like about this deal?Project plan, hold time, and Exit plan
    Target Returns and ways to improve the NOI
    Financing and Raising Capital
    Why this Deal is Successful
    Connect with Tilden
     
     
     
    KEY QUOTE: 
     
    “Focusing on the story of the deal and telling investors that we're going to make this a very safe deal for them. Investors will trust you more for it because you did exactly what you were going to do.”
     
     
     
     
    SUMMARY OF BUSINESS:
     
    Moschetti Syndication Law Group – the firm specializes in providing expert legal guidance for raising capital through Regulation D. Our services cater to various sectors, including real estate, entrepreneurs, crypto-businesses, and private equity. We pride ourselves on preparing customized, attorney-drafted private placement memorandums, operating agreements, and subscription agreements. Our primary focus is to ensure compliance with Regulation D, allowing you to navigate the capital raising process confidently and successfully.
     

     
    ABOUT THE WESTSIDE INVESTORS NETWORK  
     
    The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.  
       
    The Westside Investors Network strives to bring knowledge and education to real estate professional that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.  
     
     
     
     
     
    #RealEstateWealth #RealEstateInvesting #MultiFamily #AssetManagement #TargetReturns #SyndicationAttorney #Syndicator #Investors #CommercialRealEstate #RaisingCapital #RegulationD #SecuritiesAttorney #Entrepreneur #SyndicationCoach #LegalExperts #PrivatePlacementMemorandums #LitigationSkills #NegotiationSkills #Underwriting #MedicalOfficeDeal #PassiveInvestment #RealEstateStrategy #FinancialFreedom #InvestmentOpportunities #InvestmentInsights #RealEstateTips #DealDeepDive #Syndication #JoinTheWINpod #WestsideInvestorsNetwork
     
     
     
    CONNECT WITH TILDEN:
    Website:  https://www.moschettilaw.com
     
    Facebook: https://www.facebook.com/syndication.attorneys
     
    Instagram: https://www.instagram.com/moschettilaw
     
    YouTube: https://www.youtube.com/@syndicationattorney
     
     
     
     
     
     
     
    CONNECT WITH US  
     
    For more information about investing with AJ and Ch

    • 26 min
    136. From Mail to Mixed-Use: Turning a Post Office into a Multifamily Gem with Kenny Wolfe

    136. From Mail to Mixed-Use: Turning a Post Office into a Multifamily Gem with Kenny Wolfe

    ABOUT KENNY WOLFE
    Kenny Wolfe is an experienced multifamily syndicator, the Founder and CEO of Wolfe Investments, and the published author of “Investing in the Dream”, and “Your Quest to Financial Freedom." He invested in his first multifamily property in 2010 and instantly saw the potential for real estate to transform his life – allowing him to quit his day job and start a company. 
     
    Kenny has grown Wolfe Investments to over $715 million worth of assets under management. He has been a principal in over 9,000 multifamily units, $500MM in development projects, and $150MM in Triple Net assets. He holds a BBA from Baylor University and an MBA from the University of Texas at Arlington. Kenny currently resides in Plano, Texas with his wife, daughter, and son. When he’s not scouring the market for new deals, he enjoys discovering new vegan restaurants and rooting for the Broncos. 
     
     
     
    THIS TOPIC IN A NUTSHELL: 
    Kenny’s journey in real estate
    About Wolfe Investments
    Vertical Integration 
    Transition from Oil & Gas industry to real estate
    About the Downtown Dallas Deal
    Deal Metrics and Why it's a Great Asset
    Unit mix and commercial use 
    The project plan for this asset
    Hold period and Refinance
    Underwriting and Target returns
    Expectations on the Dallas market
    Long-term goals & projects of Wolfe Investments
    Criteria for Buying Deals 
    Taking Advantage of Interest rates when buying
    About his books: Your Quest to Financial Freedom
    His Book: Investing in The Dream
    Connect with Kenny
     
     
     
    KEY QUOTE: 
     
    “It's not an operation thing. It's just a financial crisis that's causing this which is great, cause you know that you're buying at the right price. Even at these higher interest rates, you can make some really good money.”

     
     
     
     
    SUMMARY OF BUSINESS:
     
    Wolfe Investments is a diversified private equity real estate firm focused on bringing valuable investment opportunities to our investors. Founded in 2012, Wolfe Investments began as a husband and wife company with a focus on multifamily real estate investments in the Dallas/Fort Worth area. We’ve expanded to include commercial real estate, real estate development, and hard money lending in our offerings in addition to multifamily. Our passion and purpose is to create passive income for our investors so that they can achieve their investment goals and ultimately become financially free.
     
     
     
    ABOUT THE WESTSIDE INVESTORS NETWORK  
     
    The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.  
       
    The Westside Investors Network strives to bring knowledge and education to real estate professional that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.  
     
     
     
     
     
    #RealEstateWealth #RealEstateInvesting #MultiFamily #AssetManagement #TripleNetLease #Courthouse #PostOffice #ValueAddMultifamily #CommercialRealEstate #Underwriting #Author #InvestingInTheDream #YourQuestToFinancialFreedom #OilAndGasIndustry #Dallas #Texas #Inflation #HighInterestRates #GroundUpDevelopment #AlternativeInvestments #PassiveInvestment #RealEstateStrategy #FinancialFreedom #InvestmentOpportunities #InvestmentInsights #RealEstateTips #DealDeepDive #Syndication #JoinTheWINpod #WestsideInvestorsNetwork
     
     
     
     
    CONNECT WITH KENNY:
    Website - https://wolfe-investments

    • 23 min
    135. Getting Creative with Deals and Leveraging Preferred Equity in Real Estate with Darin Davis

    135. Getting Creative with Deals and Leveraging Preferred Equity in Real Estate with Darin Davis

    ABOUT DARIN DAVIS
    Darin is the Principal at Club Capital. He is an eminent industry leader and entrepreneur with over 25 years of real estate experience and more than $1B in debt and equity as a Sponsor or LP. Having experienced several market corrections, Darin led predecessor companies to pivot and deliver exceptional returns in residential, retail, NNN, and multifamily assets. He recently founded Club Capital to further address investor requirements for capital growth and cash flow.
     
    Along with his two children, he launched The Never Quit Initiative, a 501(c)(3) non-profit organization, to address and provide solutions for the two top reasons that put families into bankruptcy: loss of income and medical expenses. Darin is an active Tiger 21 member and an honored alumnus of The University of Oklahoma.
     
     
    THIS TOPIC IN A NUTSHELL: 
    Darin’s journey to real estateGetting into Syndication & Raising Capital
    Exploring other real estate classes & nichesAbout the 240-unit Land Development DealAcquisition and Financing Overcoming challenges and crisis 
    A partnership that complements your skillWhy they consider this as the best deal they’ve done 
    Underwriting and trusting your gut with investments
    Project cost and market value Finding the right General ContractorSupply and positive migration 
    Refinancing and Debt Service Coverage ratioHis take on interest rates and the current market
    Preferred business model and target projects
    Leveraging Preferred EquityExit plan for this project What we learned from this deal
    Goals and strategies for the upcoming yearConnect with Darin 
     
     
    KEY QUOTE: 
    “I learned not to be so excited to sell, because recreating an asset is hard, look at other options. We are looking at assets in a long-term approach because it's hard to ensure you are making money every time.”
     
     
     
     
    SUMMARY OF BUSINESS:
     
    Club Capital is an Austin-based real estate owner-sponsor specializing in multifamily acquisitions, development, private equity investments, asset management, and public-private partnerships. Combining over three decades of experience from its principals, Club Capital inherits rigorous practices in all facets of real estate investment, and launches with a new aim where vision meets value.
     
     
     
     
    ABOUT THE WESTSIDE INVESTORS NETWORK  
     
    The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.  
       
    The Westside Investors Network strives to bring knowledge and education to real estate professional that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.  
     
     
     
     
     
    #RealEstateWealth #RealEstateInvesting #PreferredEquity #MultiFamily #AssetManagement #LongTermApproach #Refinance #Development #InvestmentStrategies #Austin #Texas #Construction #HUDloans #RaisingCapital #LoanValuations #CreativeFinancing #HousingUrbanDevelopment #GroundUpDevelopment #NewConstruction #LandDevelopment  #PassiveInvestment #RealEstateStrategy #FinancialFreedom #InvestmentOpportunities #InvestmentInsights #RealEstateTips #DealDeepDive #Syndication #JoinTheWINpod #WestsideInvestorsNetwork
     
     
     
     
     
    CONNECT WITH DARIN:
    Website - https://clubcapital.co 
    Free Educational Resource:  https://clubcapital.co/go
    LinkedIn - https://www.linkedin.com/in/davisdarin 
    Facebook: @Club Capital 
    Instagram

    • 38 min
    134. Deal Deep-Dive: Land of Opportunity and Passive Wealth Creation with Brent Bowers

    134. Deal Deep-Dive: Land of Opportunity and Passive Wealth Creation with Brent Bowers

    ABOUT BRENT BOWERS
    Brent Bowers is the Land Coach at The Land Sharks. As an Army Officer with over 8 years of service, Brent Bowers was spending a great deal of time away from his family, and he knew he needed to make some changes in order to be more present with his wife and children. His interest in real estate began in 2007 when he purchased his first home.
    While Brent invests in many different types of real estate, his favorite investment strategy deals with buying and selling vacant land, and he enjoys sharing his expertise in this area with his coaching clients. Brent chooses to live his life based on Bob Burg’s quote, “Your influence is determined by how abundantly you place other people’s interests first.” He is passionate about helping other people find success in real estate investing, particularly in land investments.
     
     
     
    THIS TOPIC IN A NUTSHELL:
    How the Landsharks came about
    From military to real estate investor
    Real estate network and community
    Land flipping as a side hustle
    What attracted him to land flipping and land deals
    How to go about finding the owners of this land deals
    What type of land deals are they targeting?
    About the deal in Florida
    Opportunity to develop
    Process of sending Land offer letters
    Wholesaling deals on Land
    Average Timeline for Land Deals 
    Mass Mailing strategy 
    Finding a good assistant to scale your business
    Overcoming Analysis Paralysis
    Connect with Brent
     
     
     
    KEY QUOTE: 
     
    “People would ask me if I am afraid that real estate is getting oversaturated, but then the more people I talk about this, the more people would send me deals. “
     
     
     
     
     
    SUMMARY OF BUSINESS:
     
    The Land Sharks Program is your easy, step-by-step guide for how to find land for pennies on the dollar…and quickly turn around and sell that land to an avalanche of hungry buyers for massive profits…and do it ALL without using your own money.
     
     

    ABOUT THE WESTSIDE INVESTORS NETWORK  
     
    The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.  
       
    The Westside Investors Network strives to bring knowledge and education to real estate professional that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.  
     
     
     
     
     
    #RealEstateWealth #LandInvesting #RealEstateInvesting #LandDevelopment #InvestmentProperty #LandAcquisition #LandOwnership #PropertyDevelopment #LandValue #LandForSale #LandROI #InvestInLand #LandPortfolio #LandMarket #LandAppreciation #LandOfferLetters #AgricultureLand #LandInvestmentStrategy #PassiveWealth #LandSharks #PassiveInvestment #RealEstateStrategy #FinancialFreedom #InvestmentOpportunities #InvestmentInsights #RealEstateTips #DealDeepDive #Syndication #JoinTheWINpod #WestsideInvestorsNetwork
     
     
     
     
     
    CONNECT WITH BRENT BOWERS:
    Website:  https://www.thelandsharks.com  
    LinkedIn: https://www.linkedin.com/in/brent1 
    Facebook: https://web.facebook.com/brentlbowers1 
    Instagram: https://www.instagram.com/brentlbowers 
     
     
     
     
     
     
     
    CONNECT WITH US  
     
    For more information about investing with AJ and Chris:  
    ·    Uptown Syndication | https://www.uptownsyndication.com/  
    ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/  
       
     
    For information on Portland Property Management:  
    ·    Uptown Properties | http://www

    • 29 min
    133. Deal Deep-Dive: Leveraging Financial Acumen for Real Estate Growth with Ryan Emrich

    133. Deal Deep-Dive: Leveraging Financial Acumen for Real Estate Growth with Ryan Emrich

    ABOUT RYAN EMRICH
    Ryan Emrich is a real estate investor whose journey began as a full-time CPA buying a 3-family househack in Worcester, MA in 2019. Utilizing HELOCs and strategic partnerships, Ryan was able to invest in larger value-add deals. Leveraging his financial expertise and strategic acumen from working in accounting and finance, Ryan quickly expanded his portfolio, amassing nearly 90 units by the end of 2023. 
     
    Ryan has experience with househacks, rehab projects, BRRRRs, wholesaling, and multi-family syndications & joint ventures.  Ryan emphasizes partnering with like-minded investors to unlock tremendous potential. In 2022, this gave birth to Blue Canyon Equity Partners, where Ryan and his co-founders raised money from investors to acquire lucrative real estate opportunities.  
     
     
     
     
    THIS TOPIC IN A NUTSHELL: 
    From CPA to Real Estate Investor
    Target market and first real estate investment
    How Blue Canyon Equity came about
    Learning about Commercial Real Estate
    BRRRR with other real estate asset classes
    About the 6-unit Deal
    Unit mix, purchase price, and how they found the deal
    Value Add project plan
    Construction budget and project timeline
    Refinance & Mortgage
    Overcoming challenges with asset management 
    Partnership and Syndication
    Flip Project and Short-Term Investments
    Rewarding aspect of real estate
    Fiduciary duty as Managing Partner 
    Choosing deals that align with market trends
    Connect with Ryan
     
     
    KEY QUOTE: 
    “A very rewarding aspect of real estate investing is that as I become more proficient, there are definitely opportunities to share my knowledge, to help others learn, and we can even learn together.” 
     
     
     
     
     
     
    SUMMARY OF BUSINESS:
     
    Blue Canyon Equity Partners is a real estate investment company dedicated to transforming Massachusetts communities through strategic real estate investments. We forge strong bonds with sellers, investors, and lenders, fostering an environment of collaboration and shared success. Our team of experienced professionals leverages their passion and expertise to empower our clients in achieving their individual goals, whether it's a swift sale, maximizing their property's value, or exploring creative solutions tailored to their unique needs.
     
     
     
     
    ABOUT THE WESTSIDE INVESTORS NETWORK  
     
    The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.  
       
    The Westside Investors Network strives to bring knowledge and education to real estate professional that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.  
     
     
     
     
     
    #RealEstateWealth #FinancialAcumen #PropertyInvesting #SmartInvestments #WealthBuilding #RealEstateGrowth #PropertyPortfolio #InvestmentStrategies #FinancialSuccess #AssetManagement #PropertyDevelopment #RealEstateInsights #InvestmentTips #RealEstateExpertise #StrategicInvesting #FinancialEducation #WealthCreation #PropertyWealth #InvestmentWisdom #RealEstateKnowledge #PropertyROI #InvestmentMindset #RealEstateStrategy #FinancialFreedom #InvestmentInsights #RealEstateTips #DealDeepDive #Syndication #JoinTheWINpod #WestsideInvestorsNetwork
     
     
     
     
     
    CONNECT WITH RYAN EMRICH:Website: https://www.bluecanyonep.com 
    Instagram: https://www.instagram.com/ryanremrich 
    Tiktok: https://www.tiktok.com/@ryanremrich 
    Facebook: ht

    • 38 min
    132. Deal Deep-Dive: Finding Opportunity in Adversity with Ed Mathews

    132. Deal Deep-Dive: Finding Opportunity in Adversity with Ed Mathews

    ABOUT ED MATHEWS
    Ed Mathews is a seasoned real estate investor and the Founder of Clark St Capital. With over a decade of experience, Ed built a portfolio of multifamily properties in CT and Southeast US.  For 24+ years, he worked for Silicon Valley start-ups, honing his skills in the go-to tech world. It wasn't until 2011 that Ed bought his first rental property. In 2018, he left the rat race to focus entirely on growing Clark St. 
    When he's not hunting new projects, he can be found spending time with his wife and their daughters. With deep real estate knowledge and a passion for helping others achieve their goals. Ed is a trusted mentor for anyone looking to build their own real estate empire.
     
     
     
     
    THIS TOPIC IN A NUTSHELL: 
    Ed’s career and journey in real estate investing
    Real estate as a side hustle
    Transition to full-time real estate venture
    About Clark St Capital and current portfolio
    Acquisition and disposition of assets 
    Raising capital through the 1031 exchange
    Takeaway from his career that is helpful in real estate business
    About the 12-unit Multifamily Deal
    Process of acquisition and value-add plan
    Challenges encountered and what he learned from this deal
    Ed’s first deal in real estate that was successful 
    Overcoming Analysis Paralysis
    Connect with Ed
     
     
    KEY QUOTE: 
    “If I learned anything from my Silicon Valley days, I would rather fire and then aim, make a mistake, and fix it than wait for a perfect scenario, which never arrives by the way.”
     
     

     
    SUMMARY OF BUSINESS:
    Clark St Capital LLC is a long-term holder of multi-family and mixed-use investment properties in Connecticut and throughout the US. We elevate people and their communities through sound real estate investment and management. 
     
     

     
    ABOUT THE WESTSIDE INVESTORS NETWORK  
     
    The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.  
       
    The Westside Investors Network strives to bring knowledge and education to real estate professional that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.  
     
     
     
     
     
    #RealEstateInvesting #Syndication #Underwriting #ApartmentInvesting #RealEstatePortfolio #Rentals #PropertyManagement #RealEstateInvestor #MultiFamily #Acquisition #Connecticut #SiliconValley #FireDamage #RaisingCapital #AfterRepairValue #ClarkStCapital #LetterOfIntent #AssetManagement #Buildings #TechWorld #Assets #PassiveInvestments #InvestmentOpportunity #CashFlow #PassiveWealth #FinancialFreedom #NewEpisode #podcasting #JointheWINpod #WestsideInvestorsNetwork
     
     
     
     
    CONNECT WITH ED MATHEWS:Website: https://www.clarkst.com 
    Phone: (860)675-5800 
    YouTube: https://www.youtube.com/@clarkstcapital 
    Podcast: Real Estate Underground 
    LinkedIn: https://www.linkedin.com/company/clark-st-capital 
    Twitter: https://twitter.com/clarkstcapital1 
    Facebook: https://www.facebook.com/ClarkStCapital 
    Instagram: https://www.instagram.com/clarkstcapital 
     
     
     
     
     
     CONNECT WITH US  
     
    For more information about investing with AJ and Chris:  
    ·    Uptown Syndication | https://www.uptownsyndication.com/  
    ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/  
       
     
    For information on Portland Property Management:  
    ·    Uptown Properties | http://www.uptownpm.com  
    ·    Youtube |

    • 31 min

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