Global Investors: Investing in U.S. Real Estate

Charles Carillo
  • 5.0 (60)
  • Investing
  • Updated Semiweekly

The Global Investors Podcast focuses on helping both active and passive investors generate income and generational wealth by investing in U.S. real estate. Listen to interviews with investors, syndicators, lenders, attorneys, property managers, and other industry professionals who have successfully built their businesses while working alongside real estate investors. Host Charles Carillo (of HarborsidePartners.com) began investing in apartments in 2006 with a 3-family house and has since invested in thousands of apartments throughout the U.S. alongside hundreds of passive investors. If you’re interested in generating passive income and financial freedom through real estate…then this is the podcast for you! Discover proven strategies to make money investing in real estate while avoiding costly mistakes. *Wednesdays: Interviews with various successful real estate investors and professionals. *Saturdays: “Strategy Saturday” – Charles discusses various real estate topics, including asset classes, market selection, underwriting, purchasing, and property management. Charles offers actionable advice as he explains mistakes made and lessons learned throughout his career. Learn more at: www.GlobalInvestorsPodcast.com Passively invest in real estate: www.HarborsidePartners.com Learn how to invest in real estate: www.SyndicationSuperstars.com

  1. 16h ago

    GI366: Private Lending While Traveling the World with Harley Green

    How can you run a private lending business while traveling the world full time? In this episode of the Global Investors Podcast, Charles Carillo sits down with Harley Green, founder of InvestAway, to discuss his transition from nearly 20 years as a computer engineer to real estate investor and private lender. Harley explains how InvestAway approaches asset-based private lending without traditional credit checks, how borrowers can potentially receive funding in as little as three business days, and how investors can participate in real estate-secured loans through a direct co-lending model.  They also discuss using self-directed IRAs for private lending, underwriting fix-and-flip and BRRRR projects, construction draws, avoiding risky second-position loans, and how Harley uses virtual assistants, technology, and AI to operate his business remotely while traveling internationally with his family.  Harley also shares why InvestAway focuses heavily on protecting capital through the underlying real estate and why chasing higher returns through second-position lending can expose investors to substantially more risk.  Learn more about Harley Green: InvestAway: investaway.co Private Lending Guide: investaway.co/pml7mistakes LinkedIn - https://www.linkedin.com/in/harleygreen Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com ◾ Learn How To Invest In Real Estate: https://www.SyndicationSuperstars.com/  ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/

  2. Sep 29

    SS288: How to Budget for Deferred Maintenance Properly

    Deferred maintenance can quickly turn a profitable multifamily investment into an expensive problem if repairs aren’t properly identified and budgeted before closing. In SS288, Charles Carillo explains how multifamily investors can properly budget for deferred maintenance, starting with a physical needs assessment and identifying the remaining useful life of major building systems. You’ll learn how to: Identify deferred maintenance during due diligence Prioritize immediate, operational, and cosmetic repairs Separate routine OpEx from major CapEx Budget for roofs, HVAC systems, boilers, parking lots, and other major repairs Build and fund a reserve account Avoid relying on property cash flow for major first-year repairs Charles also explains why being properly capitalized is critical when purchasing and repositioning multifamily properties. SS288- How to Budget for Deferr…   Links Referenced in Episode: - SS267: Deferred Maintenance: How to Spot and Budget for Hidden Property Issues - https://youtu.be/YpOI1WVtCQE Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com ◾ Learn How To Invest In Real Estate: https://www.SyndicationSuperstars.com/  ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/

  3. Sep 21

    GI365: Inside the Hilton Family Office: Institutional Wealth Building with Mark Miller

    In this episode of the Global Investors Podcast, Charles Carillo sits down with Mark Miller, Managing Director of the Hilton Family Office and CEO of Hilton Tax and Wealth Advisors, to discuss the strategies family offices use to approach investing, risk management, taxes, business exits, and long-term wealth building. Mark explains what a family office actually is, the difference between single-family, multi-family, and virtual family offices, and why the approach used by wealthy families can look very different from traditional retail wealth management. In this episode, you’ll learn: What a family office is and how it works When a family office may make sense based on net worth Family office investing vs. traditional wealth management Why Mark challenges the traditional 60/40 portfolio How wealthy investors think about risk and capital preservation Why investment discipline and systems matter How business owners can prepare years in advance for an exit The relationship between expected returns and investment risk How advanced tax planning fits into long-term wealth building Lessons Mark has learned during nearly 40 years in financial services Mark also discusses the philosophy behind his book, Hilton Wealth: How to Invest Like an American Dynasty, and the idea of bringing institutional-style wealth strategies to a broader group of investors. Learn More About Mark Here: https://www.hiltonwealth.com/   Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com ◾ Learn How To Invest In Real Estate: https://www.SyndicationSuperstars.com/  ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/

  4. Sep 14

    SS287: Key Performance Metrics Every Operator Must Track

    Is your property fully occupied but still underperforming? In SS287, Charles Carillo breaks down the key performance metrics every multifamily operator and real estate investor should be tracking to understand how their properties are actually performing. You’ll learn how to monitor financial, operational, leasing, and marketing KPIs—including net operating income (NOI), economic vacancy, physical occupancy, tenant turnover, lease renewals, turn time, maintenance resolution time, traffic-to-lease rate, and cost per lease. Rather than relying only on industry averages, Charles explains why comparing your current numbers with previous months can help uncover negative trends before they become larger operational problems. If you’re interested in actively investing in multifamily real estate, visit syndicationsuperstars.com and join the waitlist for the one-on-one mentoring program.

  5. Sep 7

    GI364: From Stocks and Bonds to 51 Syndications with Senate Eskridge

    Senate Eskridge is based in Idaho and has partnered on over 1,000 multifamily units across the country (and counting), helping nearly 100 people from all walks of life invest in multifamily real estate. Senate founded The Idaho Summit and The Idaho Real Estate Conference, and also runs the Magic Valley Real Estate Investors Meet-Up. Learn more about Senate Eskridge: Senate Eskridge - https://senateeskridge.com/ Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com ◾ Learn How To Invest In Real Estate: https://www.SyndicationSuperstars.com/  ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/

  6. Aug 31

    SS286: When to Walk Away from a Deal

    What if the best real estate deal you ever make is the one you walk away from? In this Strategy Saturday episode, Charles Carillo explains when multifamily real estate investors should stop trying to make a deal work and walk away instead. A bad deal doesn’t become a good deal just because you’ve already invested time, money, and energy into it. And when a property only works under perfect assumptions, small changes in expenses, financing, vacancies, or repairs can quickly destroy your projected returns. In this episode, Charles covers the major warning signs investors should watch for during underwriting and due diligence, including: • When the numbers simply don’t work • Why tight cash-on-cash margins leave little room for mistakes • Debt service coverage ratio concerns • Overreliance on aggressive rent growth • Inconsistencies between financial statements and bank records • Missing management fees, reserves, or vacancy assumptions • Hidden deferred maintenance and major repair costs • Problem tenants and property-level issues • Why investors should verify information before submitting an offer • When best-case underwriting assumptions are a signal to walk away Successful real estate investing isn’t just about knowing which properties to buy. It’s also about developing the discipline to recognize when the risk no longer justifies the potential return. Links Referenced in Episode: - SS134: What is Debt Service Coverage Ratio (DSCR) - https://youtu.be/W6eB7NjThiY Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com ◾ Learn How To Invest In Real Estate: https://www.SyndicationSuperstars.com/  ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/

  7. Aug 23

    GI363: Navigating U.S. Real Estate & Cross-Border Investing with Lauren Cohen

    Lauren Cohen was on episode GI100. Lauren helps entrepreneurs, investors, professionals, and families strategically expand into the U.S. through business, investment, real estate, and immigration planning. She has helped hundreds of clients achieve their American dream of investing and/or relocating to the US. Learn More About Lauren Here: www.investingacrossborders.net Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com ◾ Learn How To Invest In Real Estate: https://www.SyndicationSuperstars.com/  ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/

  8. Aug 17

    SS285: Buying at a Discount, Selling at a Discount

    Buying a property below market value can look like a great opportunity—but what if the reason you’re buying at a discount is the same reason you’ll eventually have to sell at a discount? In this episode of Strategy Saturday, Charles Carillo discusses the hidden risks of purchasing properties with permanent valuation penalties and why investors should understand exactly what is causing a property to trade below comparable properties. Charles shares the example of a 3-unit property that had been sitting on the market at a discount. After reviewing the location, he discovered that the property was surrounded by industrial buildings, creating a permanent disadvantage compared with nearby residential properties. In this episode, you’ll learn: How an entry discount can be offset by lower rents, reduced tenant demand, longer vacancies, and higher concessions. Why the next buyer may expect the same—or an even larger—discount when you sell. The difference between external obsolescence and functional obsolescence. Examples of permanent issues, including power lines, highways, industrial surroundings, poor layouts, low ceilings, and inadequate parking. When buying a permanently discounted property may still make financial sense. Why cash flow becomes especially important when the property may be difficult to sell during weaker market cycles. Properties with permanent issues can still present opportunities, but investors need to understand that they usually cannot renovate their way out of a poor location. Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com ◾ Learn How To Invest In Real Estate: https://www.SyndicationSuperstars.com/  ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/

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About

The Global Investors Podcast focuses on helping both active and passive investors generate income and generational wealth by investing in U.S. real estate. Listen to interviews with investors, syndicators, lenders, attorneys, property managers, and other industry professionals who have successfully built their businesses while working alongside real estate investors. Host Charles Carillo (of HarborsidePartners.com) began investing in apartments in 2006 with a 3-family house and has since invested in thousands of apartments throughout the U.S. alongside hundreds of passive investors. If you’re interested in generating passive income and financial freedom through real estate…then this is the podcast for you! Discover proven strategies to make money investing in real estate while avoiding costly mistakes. *Wednesdays: Interviews with various successful real estate investors and professionals. *Saturdays: “Strategy Saturday” – Charles discusses various real estate topics, including asset classes, market selection, underwriting, purchasing, and property management. Charles offers actionable advice as he explains mistakes made and lessons learned throughout his career. Learn more at: www.GlobalInvestorsPodcast.com Passively invest in real estate: www.HarborsidePartners.com Learn how to invest in real estate: www.SyndicationSuperstars.com

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