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. 1d ago

    GI360: What is C-PACE Financing? The Financing Tool Reshaping CRE with Sal Tarsia

    C-PACE financing is quickly becoming an important capital tool for commercial real estate investors and developers—but how does it actually work? In this episode of the Global Investors Podcast, Charles Carillo sits down with Sal Tarsia to discuss Commercial Property Assessed Clean Energy (C-PACE) financing and how it is reshaping the commercial real estate capital stack. Sal explains how C-PACE financing can be used to fund eligible energy efficiency, renewable energy, and building improvement projects while providing commercial property owners and developers with another potential source of long-term financing. In this episode, you’ll learn: • What C-PACE financing is and how it works   • How C-PACE fits into the commercial real estate capital stack   • Why developers and property owners are exploring C-PACE financing   • How C-PACE can support eligible building improvements and energy-efficient projects   • The potential benefits and considerations of using C-PACE   • How alternative financing tools are changing commercial real estate   • What investors and developers should understand before pursuing C-PACE financing   Whether you're a commercial real estate investor, multifamily investor, developer, or real estate professional, this episode provides a practical introduction to C-PACE financing and its growing role in CRE. Learn More About Sal Here: CastleGreen Finance - https://castlegreenfinance.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/

  2. Jul 5

    SS282: What Passive Investors Look for in Apartment Deals

    Most new passive investors focus mainly on projected returns, but experienced passive investors know that the real question is: how much downside risk is built into the deal? In this Strategy Saturday episode, Charles Carillo breaks down what passive investors actually look for when reviewing apartment deals and multifamily syndications. After investing passively since 2018, investing in over 30 properties, and speaking with hundreds of passive investors, Charles shares the key factors that matter most before investing. You’ll learn how passive investors evaluate the sponsor team, conservative underwriting, downside protection, market strength, reserves, business plans, tax benefits, and projected returns. In this episode, Charles discusses: • Why smart passive investors do not only chase high returns • How to evaluate a sponsor team’s experience and track record • Why full-cycle deals matter • How to check whether underwriting is actually conservative • Why rent comparables can make or break an apartment deal • How break-even occupancy and reserves protect investors • Why market and location are critical in multifamily investing • How to review the business plan before investing • Why the best deals communicate realistic assumptions and strong alignment The strongest apartment deals are not always the ones with the flashiest projections. They are the ones backed by a solid plan, realistic assumptions, strong communication, and proper downside protection. Links Referenced in Episode:  SS117: How to Minimize Risk When Investing Passively in Real Estate Syndications - https://youtu.be/kEe1dRb9H6s 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. Jun 28

    GI359: How to Maximize Short-Term Rental Revenue with Dan Rivers

    In this episode of the Global Investors Podcast, Charles Carillo interviews Dan Rivers, founder of Synergy Stays, a short-term rental revenue management company helping investors and property managers maximize profitability. Dan shares how short-term rental investing has changed, why average Airbnb listings are struggling, and what today’s successful STR operators are doing differently. He explains why short-term rentals should be treated as a real hospitality business, not just a real estate investment, and how better pricing, listing optimization, guest experience, amenities, and marketing can help owners increase bookings and revenue. Charles and Dan discuss Airbnb and Vrbo search rankings, revenue management, professional photography, listing titles, amenity optimization, guest avatars, cancellation policies, minimum-night stays, AI tools, five-star reviews, and how multifamily owners may be able to use short-term rentals to increase NOI. Learn More About Dan Here: SynergyStays - www.synergystayslocal.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. Jun 22

    SS281: What I’d Do Differently on My First Multifamily Deal

    In this Strategy Saturday episode, Charles Carillo looks back at his first multifamily deal — a 3-family property he purchased in 2006 — and shares the costly mistakes he made, what he learned from them, and what he would do differently today. Charles explains why his first property renovation was more work than expected, why not having a clear renovation plan created unnecessary stress, and how better planning could have made the entire deal easier to manage. In this episode, Charles discusses: • Buying a heavy value-add property as a first deal • Why a clear renovation plan matters before closing • The importance of hiring the right contractor • Why every rental property needs a long-term business plan • How delayed CapEx projects can create problems later • Why market timing matters when buying multifamily real estate Buying your first rental property is one of the best learning experiences in real estate investing, but it can also be one of the most challenging. This episode will help new investors avoid common beginner mistakes and approach their first multifamily property with more clarity and preparation. Links Referenced in Episode:  SS116: How to Minimize Risk When Buying Your First Rental Property - https://youtu.be/kp7wbc5HsrM 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/

  5. Jun 16

    GI358: From Physician to Investor: Building Generational Wealth with Dr. Chirag Chaudhari

    Dr. Chirag Chaudhari  is an emergency medicine physician turned real estate syndicator, and the son of Indian immigrants. What began as a few rental properties with his wife has grown into a portfolio spanning nearly 800 units through hotel-to-multifamily conversions, land syndications, ground-up construction, short-term rentals, and even oil & gas funds.

  6. Jun 7

    SS280: Common Underwriting Mistakes That Kill Returns

    Most real estate deals don’t fail because of the market. They fail because of bad underwriting. In this Strategy Saturday episode, Charles Carillo breaks down the common underwriting mistakes that can quietly destroy investor returns, including overestimated rent growth, underestimated expenses, property tax surprises, unrealistic renovation premiums, and inaccurate repair budgets. If you are buying multifamily properties, apartment buildings, or any income-producing real estate, your underwriting needs to be realistic, not overly optimistic. You’ll learn how to protect your downside, verify key numbers, and avoid assumptions that can kill cash flow after closing. Please remember to rate, review, and subscribe for more real estate investing insights. Links Referenced in Episode: SS114: Most Important Expenses When Underwriting an Apartment Building - https://youtu.be/xWtVXSre3xk 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. May 31

    GI357: Why Self-Storage is the Smartest Play in Real Estate with Fernando Angelucci

    Fernando Angelucci has purchased 55 self-storage facilities across 24 states, totaling approximately $240 million in value. In this episode, Charles Carillo speaks with Fernando about why self-storage investing has become one of the most attractive strategies in commercial real estate. Fernando explains how he moved from engineering to house flipping, apartments, and eventually self-storage after getting tired of the “tenants, toilets, and trash” that come with traditional rental properties. He also shares how his company approaches self-storage as an operating business, not just a passive real estate investment. In this episode, you’ll learn how Fernando evaluates self-storage deals, buys mom-and-pop facilities, increases revenue, cuts expenses, converts big-box retail stores, and develops institutional-grade self-storage properties from the ground up. Fernando also breaks down the risks of self-storage investing, including rising competition, institutional capital entering the market, and why a cheap self-storage facility is not always a good deal. Watch this episode if you want to understand how self-storage investing works, what makes a good self-storage market, and how experienced operators create value in this asset class. Learn More About Fernando Here: SSSE - https://ssse.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/

  8. May 25

    SS279: Debt Basics Every Apartment Investor Must Know

    What if the wrong loan could quietly destroy your apartment deal—even if your underwriting looks perfect?  Commercial real estate financing plays by a completely different set of rules than residential mortgages. In this episode of Strategy Saturday (SS 279), host Charles Carillo breaks down the critical commercial debt fundamentals every multifamily investor must master to protect their portfolio and personal wealth. KEY CONCEPTS IN THIS EPISODE: • Commercial Lending Underwriting (Why 5+ units are different than 1-4 units) • Valuation Metrics: LTV (Loan-to-Value), DSCR (Debt Coverage Service Ratio), and LTC (Loan-to-Cost) • Risk Management: Recourse vs. Non-Recourse Debt (Protecting personal wealth) • Loan Schedules: Amortization period vs. Loan Term (Avoiding the balloon payment trap) • Prepayment Penalties: Step-Down (3-2-1 / 5-4-3-2-1), Defeasance, and Yield Maintenance • Commercial Loan Types: Agency, Bank, Bridge, and Permanent Financing   Links Referenced in Episode: SS134: What is Debt Service Coverage Ratio (DSCR) - https://youtu.be/W6eB7NjThiY  🎧 Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/global-investors-investing-in-u-s-real-estate/id1478632257 📺 Watch More Episodes: https://www.youtube.com/playlist?list=PL0f-I8DCAcPjYqiw_H4yL2vtcbJIHl-Qn 👉  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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