The Lead Sponsor - Real Estate Investing Through Syndications and Funds

David T. Robinson
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Welcome to The Lead Sponsor Podcast where host David T. Robinson interviews $100M+ real estate investors, syndication sponsors, and investment fund managers from all across the country. We extract their strategies, systems, and secrets to help you on your commercial real estate investing journey.

  1. 03/21/2023

    Andrew Young - Managing Partner of NorthRock Companies | TLS249

    21 Projects and $1.3Billion in 4 Years  In this interview, Andrew Young, the founder and CEO of NorthRock Companies, shares his journey in the real estate industry, starting from his false start in the space to building a substantial portfolio of over 6,000 units and a billion dollars in acquisitions in just a few years.  He talks about the challenges he faced and the grind he had to go through to build relationships and close deals. Young also discusses his future plans for NorthRock, which include branching into more institutional-type equity relationships, expanding into the self-storage/flex industrial space, and building a billion-dollar acquisition business in the smaller multi-family space.  Overall, Young's story is a testament to the value of hard work, determination, and perseverance in achieving success in the real estate industry. Show Highlights: Andrew Young, the founder of NorthRock, shares his journey from a failed real estate venture to building a billion-dollar commercial real estate portfolio in just a few years.Andrew emphasizes the importance of building relationships and having a data-centric approach to commercial real estate investing.North Rock is focused on acquiring assets in the multifamily space and has a goal of reaching 30,000 units.Despite their success, NorthRock is using this time to fine-tune their processes and prepare for the next downturn, which they believe will present a buying opportunity.North Rock is expanding horizontally into additional verticals, including self-storage and flex industrial space, with a goal of building a billion-dollar self-storage business and another billion-dollar acquisition business in smaller multi-family space.Andrew highlights the importance of a flat organizational structure and an open-door policy, making himself and his team readily available to answer questions and build relationships.🤝 Connect with our Guest: Website: https://northrockco.com/ LinkedIn: https://www.linkedin.com/in/andrew-young-123730a/ Email: ayoung@northrockco.com ARE YOU A PASSIVE INVESTOR LOOKING FOR PRE-VETTING COMMERCIAL MULTIFAMILY INVESTMENT OPPORTUNITIES? VISIT CANOVOCAPITAL.COM TO CONNECT WITH US LOVE THE SHOW? Please subscribe, rate, review and share! Thank you!

    51 min

  2. 03/14/2023

    Don Wenner - Founder and CEO of DLP Capital | TLS248

    $4 Billion in AUM, Raising $474 Million in One Year, Building an Elite Organization Starting a real estate business is challenging, but with the right advice and support, it can be a rewarding experience. In this episode, I speak with Don Wenner, the founder of DLP Real Estate Capital and the author of a new book entitled “Building an Elite Organization –The Blueprint to Scaling a High-Growth, High-Profit Business.”  Don shares how he was able to build an elite organization and achieve success quickly by applying what he calls "The five keys to success." He also walks us through what he looks for in a sponsor and the strategies he used to raise over $400 Million in one year.  Learn from the master of scaling high-growth, high-profit entrepreneurial companies, and start building your legacy today! Show Highlights: ✅ What is DLP Capital? ✅ How he made the transition to the real estate space  ✅ What sets him apart from other entrepreneurs ✅ The 5 keys to success ✅ $500 million portfolio transaction ✅ Advice for sponsors  🤝 Connect with our Guest: Website: https://dlpcapital.com/ LinkedIn: https://www.linkedin.com/in/donwenner/ Don's Podcast: https://impactwithdon.com/ Facebook: https://www.facebook.com/DonWennerCEO/ Instagram: https://www.instagram.com/don_wenner/ YouTube: https://www.youtube.com/channel/UC-CjLEtsNsWcl-AemvGYaBw Book: https://www.amazon.com/Building-Elite-Organization-High-Growth-High-Profit/dp/1544517491 ARE YOU A PASSIVE INVESTOR LOOKING FOR PRE-VETTING COMMERCIAL MULTIFAMILY INVESTMENT OPPORTUNITIES? VISIT CANOVOCAPITAL.COM TO CONNECT WITH US LOVE THE SHOW? Please subscribe, rate, review and share! Thank you!

    59 min

  3. 03/07/2023

    Sam Rust - Managing Parter at Lifebridge Capital | TLS247

    13 Deals & $400 Million in AUM in 4 Years, Integrating Property Management, Strategies for Navigating 2023 Are you looking to transition into real estate investing but don't know where to start? Today's guest Sam Rust is a managing partner at Life Bridge Capital and a full-time investor in commercial real estate. Sam graduated from Thomas Edison State University with a bachelor’s in Business Management and currently lives in Colorado with his wife and 5 children. He has been active in commercial real estate since 2017 and has led the acquisition of a portfolio of properties across Colorado and Idaho with value in excess of $100 million. When not underwriting or touring properties, Sam enjoys spending time outdoors with his family chasing beautiful views, Ultimate Discs, or big game. Sam Rust shares his insights and experience as a successful real estate investor and entrepreneur. He shares how his outlook on the market has changed throughout the years and why partnerships are so important to succeed in this business. He also shares his insights on the current state of the real estate market and provides strategies for navigating the challenges and opportunities that lie ahead in 2023. This episode is a must-listen for anyone looking to succeed in the competitive and dynamic world of real estate investment. Show Highlights: ✅ What is life bridge capital, and how is it structured? ✅ How he made the transition to the real estate space  ✅ The importance of partnerships ✅ His outlook on the market and how he has adapted over the years in the business ✅ 160 unit- class A-  new build ✅ Challenges he faced in his business 🤝 Connect with our Guest: Website: https://lifebridgecapital.com/ LinkedIn: https://www.linkedin.com/in/sam-rust-69b91710/ Email: sam@lifebridgecapital.com Phone: 720-737-3111 ARE YOU A PASSIVE INVESTOR LOOKING FOR PRE-VETTING COMMERCIAL MULTIFAMILY INVESTMENT OPPORTUNITIES? VISIT CANOVOCAPITAL.COM TO CONNECT WITH US LOVE THE SHOW? Please subscribe, rate, review and share! Thank you!

    48 min

  4. 02/28/2023

    Ryan Tobias - Managing Partner at Triad Real Estate Partners | TLS246

    21 Projects & 1.5B in Acquisitions; Ground Up Multifamily Development; Opportunity Zones; Transition from Broker to Developer  For many brokers, transitioning into investing can be a natural career progression, but it may be difficult to take the first step. In today's episode, I talk with Ryan Tobias, a Founding Partner at Triad Real Estate Partners.  Ryan has a BA from the University of Michigan and is a licensed real estate broker in the states of Illinois and Michigan. After living in Chicago for 9 years, Ryan moved to Ann Arbor, MI, in 2014 and started the Michigan office of Triad in 2015. Ryan enjoys running, traveling, boating, softball, and Detroit sports. Ryan discusses the concept of opportunity zones - designated areas that offer tax benefits to attract investors and stimulate economic growth, and the shift from being a broker to a developer.  He shares his experiences transitioning from being a broker to a multifamily developer, the challenges he faced, and the lessons he learned along the way. Ryan also shares the projects he has going on right now, including the 169-unit Avian Multi-family deal in Colorado Springs, CO. Whether you are an aspiring real estate investor or a seasoned industry professional, this discussion provides valuable insights and perspectives on the current state of the market and what it takes to succeed in this dynamic field. Show Highlights: ✅ Who is Jackson Dearborn partners, and what do they do? ✅ Ryan's personal journey from broker to developer ✅ Advice for brokers who want to break into the developer space ✅ "Avian" a 169 unit Multi-Family Development in Colorado Springs, CO ✅ His predictions for the market in 2023 🤝 Connect with our Guest: Website: https://www.jacksondearborn.com/ Twitter: https://twitter.com/Ryan_Tobias_JDP ARE YOU A PASSIVE INVESTOR LOOKING FOR PRE-VETTING COMMERCIAL MULTIFAMILY INVESTMENT OPPORTUNITIES? VISIT CANOVOCAPITAL.COM TO CONNECT WITH US LOVE THE SHOW? Please subscribe, rate, review and share! Thank you!

    52 min

  5. 02/21/2023

    The Benefits of Build-to-Rent Development | Andy McMullen TLS245

    In this episode of the "The Lead Sponsor" podcast, Andy McMullen, Managing Partner at Legacy Acquisitions, explores the benefits of Build-to-Rent (BTR) developments. BTR is a new concept in the real estate world, where purpose-built rental properties are designed to provide long-term, high-quality housing to tenants. Andy walks us through how legacy acquisitions are structured and the importance of creating long-standing personal relationships with brokers, operators, institutional lenders, and private equity firms. Andy shares his insights on how BTR developments can create a sense of community, promote social cohesion and improve the quality of life for residents. He also explains how he transitioned from being a broker into a full-time real estate investor, the ups and downs he faced, and the lessons he learned along the way. He walks us through his current project, “The Crest,” a 98 Unit Built to Rent Opportunity in Lafayette, LA, its processes, how the deals are financed and structured, and how you can learn more about this project. CONNECT WITH OUR GUEST: Website: www.legacyacquisitions.com Calendly Link: https://calendly.com/andylegacy LinkedIn: https://www.linkedin.com/in/andymcmullen/ ARE YOU A PASSIVE INVESTOR LOOKING FOR PRE-VETTING COMMERCIAL MULTIFAMILY INVESTMENT OPPORTUNITIES? VISIT CANOVOCAPITAL.COM TO CONNECT WITH US LOVE THE SHOW? Please subscribe, rate, review and share! Thank you!

    47 min

  6. 02/14/2023

    7 Deals, $220 MM, Moving from Broker to Lead Sponsor, Finding Partners and Deals - with Dan Salonis | TLS243

    Dan oversees all aspects of the Progress Realty Partners’ Based out of New Jersey, operations, including investment strategy, asset management and tenant negotiations. June 2019, 7 Properties, 220MM Total 70 Lead sponsor.  Show Highlights: Business OverviewYield Driven Private Equity FirmIndustrial, Retail Centers, Multiamily East Coast, Demographic InReturn Focused. Two main Principals 22 EmployeesDebt Brokerage JourneySmall Retail FirmTook it from 15 MM to 400MM2016-20172019 -Needed a partner with a balance sheetOver vision70% of capital stack is debtKathy AndersonDebt BrokerageIdeal Opportunity90% occupied retailStabilized10-20 Case Study - 143 Units - Winston Salem. April, C- class, 3 property portfolio, Marcus and Millichap Off Market3.4% Interest 2 years I/o17-11 Million - Refinance and Hold. Final FewHow do you make the deal sourcing process more efficiently?ARE YOU A PASSIVE INVESTOR LOOKING FOR PRE-VETTING COMMERCIAL MULTIFAMILY INVESTMENT OPPORTUNITIES? VISIT CANOVOCAPITAL.COM TO CONNECT WITH US LOVE THE SHOW? Please subscribe, rate, review and share! Thank you!

    45 min

  7. 02/07/2023

    $450M over 65 Projects, Flex Industrial/Medical Office, Institutional Investors vs Private Investors with Brian C. Adams | TLS242

    Brian C. Adams is the President and Founder of Excelsior Capital, Based out of Nashville TN. Excelsior is a private equity firm that has acquired over 65 Total Projects worth over $450M in Acquisition Value Show Highlights: Business Overview Syndication Model versus Fund Model Type of assets they focus on. How his leadership team is structuredMarkets they focus on and why. 260M in AUMManagement StrategyJourney His BackgroundWife’s family officeHow he found his business partnerFund business and winding that downSimple, Ugly deals. Avoiding institutional investors. Staying intentionally lean and efficient.  Case Study - Fort Myers Flex Industrial Asset Asset OverviewSourcing the dealAcquisition PriceDebt and Equity StructureBusiness planCurrent StatusConnect with our Guest: https://www.linkedin.com/in/brian-c-adams/ ARE YOU A PASSIVE INVESTOR LOOKING FOR PRE-VETTING COMMERCIAL MULTIFAMILY INVESTMENT OPPORTUNITIES? VISIT CANOVOCAPITAL.COM TO CONNECT WITH US LOVE THE SHOW? Please subscribe, rate, review and share! Thank you!

    52 min

  8. 01/24/2023

    Successfully Navigating Recessions with a Data Driven Approach - with Bruce Fraser | TLS241

    Bruce Fraser is a former hedge fund manager who, after trading to all-time highs during the 2008-2009 financial crisis, directed his attention to building a portfolio of hard assets. Bruce has been a full-time entrepreneur and investor fiduciary since 2000. He oversees the management of approximately $750M in investor assets. He has overseen over one hundred real estate transactions for partners. His prior experience spans hard money lending, ITIN borrower note originations, and tax lien acquisitions.  He is a disciplined quantitative investor that successfully utilizes macro-economic indicators that are the basis for the proven top-down investment approach. After having been heavily invested in real estate until late 2007, he liquidated all of his partnerships real estate holdings based upon the severe divergence of the macro-economic indicator imbalances. He began re-entering the market in 2010 and has since acquired roughly 2000 units. SHOW HIGHLIGHTS: His background as a hedge fund managerHis transition to real estateWhat markets he focuses on and whyHow his business is structured today.How he navigated the 2008-2009 recession.The biggest challenges he is facing in his business today.His thoughts on the current economy and outlook for the next 12-18 months.CONNECT WITH OUR GUEST: elkhornpartners.com linkedin.com/in/bruce-fraser-304120/ ARE YOU A PASSIVE INVESTOR LOOKING FOR PRE-VETTING COMMERCIAL MULTIFAMILY INVESTMENT OPPORTUNITIES? VISIT CANOVOCAPITAL.COM TO CONNECT WITH US LOVE THE SHOW? Please subscribe, rate, review and share! Thank you!

    34 min
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About

Welcome to The Lead Sponsor Podcast where host David T. Robinson interviews $100M+ real estate investors, syndication sponsors, and investment fund managers from all across the country. We extract their strategies, systems, and secrets to help you on your commercial real estate investing journey.

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