Multifamily Insights John Casmon

Josh Ziegelbaum is responsible for managing investor communications, capital commitments, individual and commercial relationships, as well as overall support of the company's growth initiatives. The dynamic work experience Josh has gained throughout his career gives him a unique perspective on both capital raising and operations. Prior to joining Circuit City, Josh worked as Director of Investor Relations at Legacy Group, an alternative asset manager, where he raised more than $50 million of capital for the Green Coffee Company which allowed it to become Colombia's #1 largest coffee producer. His previous role was as Vice President of Business Development for Lifeafar Capital, a boutique private equity and asset management firm where he led his team’s capital raising efforts. Before that, he was a Private Banker for Wells Fargo with a focus on complex credit needs and investments in public securities. He ultimately managed a book of business for high-net worth individuals and business owners in Miami Beach. Josh previously held a Series 7 license and is originally from New Jersey, where he studied economics at Rutgers University. He is known for his passion around building deep relationships with his clients and for consistently acting in their best interests.
 
In this episode, we talked to Josh about Circuit City and what it is today, his business model, properly evaluating opportunities and what are the key questions to ask, tips and useful insights for new investors, and much more.
 
Announcement: Join the Apartment Investing Mastermind here.
 
Private Equity;
 
02:29 Josh's background;
06:19 What Circuit City actually is today;
10:13 An insight on the business model;
16:30 Key questions to ask to evaluate an opportunity;
24:23 Tips for new investors;
26:07 Round of insights
 
Announcement: Download our Sample Deal package here.
 
Round of Insights
 
Apparent Failure: Not being able to enroll in the business school during college years.
Digital Resource: InvestNext.
Most Recommended Book: Sell It Like Serhant.
Daily Habit: Tending to his family first thing in the morning, nice sunny Florida walks.
#1 Insight for succeeding in private equity: Persistence, detailed work on goals, patience, and due diligence.
Best place to grab a bite in Fort Lauderdale, FL: Any location within the RiverWalk.
 
Contact Josh and his team:
Website: investor.relations@circuitcity.com
 
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Amy Rubenstein, CEO of Clear Investment Group and Partner at Windy City RE, commands a formidable presence in the real estate investment realm, having overseen transactions exceeding half a billion dollars since 2005. Hailing from Chicago, Amy is an alumna of Brandeis University, graduating Cum Laude. With two decades of experience in real estate, she holds licenses in California and Illinois, strategically leveraging her expertise across diverse markets. Clear Investment Group's expansive portfolio spans distressed multi-family complexes nationwide, showcasing Amy's adeptness in creative structuring and asset revitalization, optimizing financial performance across multi-family, retail, and office sectors.
Beyond her business acumen, Amy is a committed philanthropist, notably in the Arts and Education sectors. As the Artistic Director of Windy City Playhouse, an acclaimed non-profit theater company in Chicago, she spearheads immersive theatrical productions, co-creating hits like "Southern Gothic" and "A Recipe for Disaster" alongside celebrity chef Rick Bayless. Amy's multifaceted contributions reflect her unwavering dedication to both business excellence and community enrichment.
 
In this episode, we talked to Amy about what is a distressed asset, the cautionary measures to take, the origins of these assets, how she sources the opportunities she finds, and much more.
 
Announcement: You can join the Apartment Investing Mastermind here.
 
Distressed Assets;
 
01:54 Amy's background;
04:08 What is a distressed asset;
09:42 An insight on cautionary measures to take with Amy’s approach;
19:04 The origins of these properties/assets;
24:15 How Amy sources the asset opportunities;
26:16 Round of insights
 
Announcement: Download a Sample Deal package here.
 
Round of Insights
 
Apparent Failure: Trying to support herself with a career as an actor.
Digital Resource: City-Data.com.
Most Recommended Book: The Ideal Team Player.
Daily Habit: Walking to work every day.
#1 Insight for investing in distressed assets: Accepting that the market changes rapidly and one cannot withhold all the information, therefore asking for help and questions is the key to overcoming daily challenges.
Best place to grab a bite in Chicago, IL: Bloom & Planta.
 
Contact Amy:
Website: https://www.clearinvestgroup.com/ 
 
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Nathan Turner is the owner and president of Earnest Inc., a prominent figure in the US real estate market with a focus on mortgage note investing. His journey began in 2008 investing in performing and non-performing notes at significant discounts. Over the years, Nathan has adeptly navigated various aspects of mortgage note investing, employing both buy-and-hold and flip models to optimize returns.
With a passion for making a positive impact, Nathan finds great satisfaction in assisting struggling homeowners. Whether through loan modifications or debt resolution, he has dedicated himself to providing solutions that alleviate financial burdens. Leveraging his extensive experience spanning more than a decade, Nathan established Earnest Investing, an investment fund tailored to offer accredited investors a consistent rate of return through mortgage notes.
 
In this episode, we talked to Nathan about investing in real estate without actually investing in real estate, note investing from Canada, tips to getting started, and much more.
 
Announcement: You can join the Apartment Investing Mastermind here.
 
How to Get Started with Note Investing;
 
02:13 Nathan's background;
03:45 Barriers and challenges of investing in the US as a Canadian citizen;
06:32 Insights on note investing;
12:14 The process of investing passively;
18:27 Alternative ways to monetize the process;
21:28 DME (Diversified Mortgage Expo);
22:24 Tips for the new investors;
23:20 Markets to be in vs. markets to avoid;
24:16 How to get started with note investing;
25:52 Round of insights
 
 
Announcement: Download a Sample Deal package here. 
 
Round of Insights
 
Apparent Failure: Choosing to be a landlord at first, instead of an investor.
Digital Resource: Any “financial calculator” app.
Most Recommended Book: Leonard Sax’s books.
Daily Habit: Envisioning their five-year plan, Nathan and his wife spend 5 minutes on discussing the future of their business every morning.
#1 Insight to be a successful note investor: To be able to think outside of the box, but at the same time focus on what one’s trying to do.
Best place to grab a bite in Calgary, AB, Canada: Mehtab.
 
Contact Nathan:
Email: nathan@earnestinvesting.com 
 
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Puja Talati is a co-founder of JT Capital and serves as the Chief Marketing Officer. She co-founded JT Capital in 2020, leading the firm’s asset management and marketing arms. Before establishing JT Capital, Talati held a principal role in a real estate firm, successfully leading operations, asset management, and marketing.
Her professional journey includes leadership positions in strategy and operations consulting and brand marketing at Deloitte Consulting and The Hershey Company. Mrs. Talati received a B.S. in Business Administration focusing on marketing and social decision sciences from Carnegie Mellon University in 2006 and a Masters of Business Administration from the Fuqua School of Business at Duke University in 2011.

In this episode, we talked to Puja about the advantages she gained from her background, what she’s working on today, opportunities in today's market, the art of hunting for deals, and much more.
 
Announcement: Register and join our free exclusive apartment investing Q and A on Wednesday, April 24th at 8:00 pm EST, by clicking here.
 
Strategic Income Fund;
 
02:22 Puja's background;
05:19 The advantages of Puja gained from her background;
10:35 What Puja's working on today;
16:58 Typical questions she gets regarding the income fund;
19:32 What she looks for while hunting for deals;
22:06 Round of insights
 
 
Announcement: Join our Apartment Investing Mastermind here for just $89/month.
 
Round of Insights
 
Apparent Failure: Lack of having processes and structures in the earlier stages of her career.


Digital Resource: CoStar.

Most Recommended Book: Building a StoryBrand.

Daily Habit: Rewriting her to-do list every day to stay focused.

#1 Insight for investing in diversified funds: Properly understand the structure of the funds, not to miss out on the right opportunity.

Best place to grab a bite in Austin, TX: Il Brutto
 
Contact Puja:
https://www.jtcapitalgroup.com/ 
 
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Robert Kennedy III, known as RK3, is a distinguished leadership communication expert, international keynote speaker, corporate trainer, and best-selling author with a career spanning over a decade. He has collaborated with renowned organizations globally, including AARP, Social Security Administration, U.S. Coast Guard, Barnes & Noble, and many more. RK3’s dynamic presentations resonate deeply with audiences due to his infectious energy, passion, and genuine connection. He engages attendees actively, creating memorable experiences filled with laughter and interaction.
With a rich background as a former classroom teacher, course developer, voiceover artist, and radio news anchor, RK3 brings a multifaceted understanding of communication and leadership to his engagements. His expertise is further enriched by his unique perspective as a Preachers Kid (PK). While not labeling himself a comedian, RK3 infuses humor into his presentations, ensuring audiences are entertained while gaining actionable insights.
 
In this episode, we talked to Robert about his insights and tips on building your story and why is it powerful, his events and the stages, the “words that sell”, and much more.
 
Announcement: Register and join our free exclusive apartment investing Q and A on Wednesday, April 24th at 8:00 pm EST, by clicking here.
 
Great Stories;
 
03:21 Robert's background;
07:11 Tips and insights from Robert;
12:30 The 4 C's of Stories;
19:46 Robert's events and stages;
22:17 "Words that sell";
24:40 Round of insights
 
Announcement: You can join the Apartment Investing Mastermind here.
 
Round of Insights
 
Apparent Failure: Being unemployed for a while until Robert decided to make some changes.
Digital Resource: ClickUp, HighLevel, Pictory
Most Recommended Book: Secrets of the Millionaire Mind.
Daily Habit: Meditation, writing down his short and long term goals.
#1 Insight for telling great stories: Become comfortable with you and your story.
Best place to grab a bite in the DC area: Maggiano’s.
 
Contact Robert:
https://getintouchwithrk3.com/ 
 
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.
 

Brian Burke has acquired, renovated, and disposed of over 750 residential assets and 3,000 multifamily units. This includes over $500 million of real estate in several sectors: multifamily, single family, hospitality, self-storage, mixed use, and vacant land.
Burke has 31 years of investing experience with 20 years in multifamily. He’s performed underwriting, valuation, and title examination of thousands of properties for acquisition at trustees’ sales.
Throughout his investing career, he’s built homes, built self-storage, renovated a lakefront resort, and bought/renovated hundreds of homes and thousands of apartments. His largest acquisition to date was close to $50 million.
Burke has been a speaker at real estate conferences nationwide, plus various local/regional meetup/REIA groups in California and Washington. In addition, he’s been invited to speak at Google, Facebook, and Apple.
 
In this episode we cover Brian's extensive 35-year background in real estate, emphasizing a value-add approach for investors. He talks about why you should be looking for opportunities when others are cautious and gives insights on navigating the current market. Topics include at-risk loans, diverse real estate opportunities, advice for new investors, and his book "The Hands-Off Investor."
 
Announcement: Register and join our free exclusive apartment investing Q and A on Wednesday, April 24th at 8:00 om EST, by clicking here.
 
Why We Should Take Experience into Account as Investors;
 
01:56 Brian's background with 35 years of experience in real estate;
04:04 The true value add approach;
06:30 What should investors look for to get back in the market?;
11:16 To be fearful when others are greedy and greedy when others are fearful;;
13:09 The loans that are at risk;
20:18 Different opportunities in the real estate market;
22:32 Advice to new investors trying to make it happen in today’s environment;
26:19 Brian’s book “The Hands-Off Investor”
21:00 Round of insights
 
Announcement: Join the Apartment Investing Mastermind here.
 
Round of Insights
Apparent Failure: A failed deal in the last market downturn.
Digital Resource: CoStar
Most Recommended Book: TedTalks
Daily Habit: Getting up and going after it.
#1 Insight for Understanding Market Cycles: Understanding human psychology and how people are approaching the market..
Best place to grab a bite in San Fransico: Osteria La Buca.
 
Contact Brian:
https://praxcap.com/
You can find Brian’s book “The Hands-Off Investor” here.
Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.