REady2Scale - Real Estate Investing Blue Lake Capital

Could water truly be the new gold? In this compelling episode of "REady2Scale," host Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, engages with Riggs Ethelberry, President and CEO of OriginClear. Together, they explore the evolving significance of water as an indispensable resource and discuss its potential to be as valuable as gold in terms of investment and necessity.

Key Topics Covered:


Riggs's Unique Background: From sailing with L. Ron Hubbard to leading a NASDAQ-listed company, Riggs shares his journey and the lessons learned in public relations and crisis management.


The OriginClear Story: Focus on how OriginClear is addressing challenges in the water treatment industry, emphasizing innovation and the shift towards decentralized water treatment solutions.


Going Public and Engaging Retail Investors: Riggs discusses the strategic decisions behind taking companies public, the challenges of engaging with venture capitalists, and the benefits of direct retail investor engagement.


Decentralizing Water Treatment: Exploration of how decentralizing water treatment can provide sustainable and cost-effective solutions for industries and communities, reducing reliance on municipal systems.


Investment and Market Potential: Discussion on the investment opportunities in water treatment and how OriginClear is positioning itself in the market to leverage these opportunities.


Listeners will gain insights into the evolving landscape of water management and treatment, understand the strategic business decisions in taking a company public, and explore the potential of water as an investment vehicle. This episode is particularly valuable for those interested in sustainability, technology, and innovative business models in the environmental sector.

Prefer to listen in? View the transcripts here.
Watch the full episode here.

Are you REady2Scale Your Multifamily Investments?
Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com.
To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you.

Time Stamps
00:00 Unlocking Investment Opportunities for Ordinary Investors
00:25 Welcome to Ready to Scale: Exploring Water as the New Gold
01:38 Riggs Ethelberry: A Journey from the High Seas to High Tech
03:37 The Evolution of a CEO: From Nonprofit to NASDAQ
05:59 OriginClear's Mission: Revolutionizing Water Treatment
06:48 Going Public: The Challenges and Strategies
11:16 Innovating Investment: Water Properties and Profit Shares
13:43 Decentralizing Water Treatment: A New Era for Industry
16:26 The Rise of Water on Demand: A Game-Changer for Investors
20:18 Addressing the Water Crisis in Mobile Home Parks
22:28 Exploring Water Treatment Systems in Real Estate
22:55 The Economic Impact of Decentralized Water Systems
25:28 Water Recycling and Its Benefits
27:34 Introducing Water Staple Coins: A Future Business Model
32:47 Leadership Insights: Building Effective Teams
36:19 Engaging with the Audience: Lightning Round Questions

Producer: Blue Lake Capital
Strategist: Syed Mahmood
Editor: Emma Walker
Opening Music: Pomplamoose
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Are you wondering if passive income from real estate investments still holds up during economic downturns? In this insightful episode of REady2Scale, host Ellie Perlman explores this critical question from her HQ in California. As a seasoned investor and the founder of Blue Lake Capital, Ellie delves deeply into current market dynamics, underscoring the resilience and inflation-hedging potential of multifamily real estate. Through her expert analysis, listeners gain a sophisticated understanding of why these investments remain valuable even in challenging economic conditions.

Key Insights:
-Economic Context: Ellie discusses the cautious approach of investors and institutions who are now re-engaging with the real estate market after a period of waiting out uncertain economic signals, including interest rate changes by the Federal Reserve.
-Historical Performance: Drawing on data from past recessions, such as the 2008 financial crisis, Ellie highlights the stable returns of multifamily properties compared to other investment types like stocks.
-Inflation and Rent Dynamics: The episode covers how multifamily properties can combat inflation through regular rental increases, reflecting on the sector’s ability to adjust rents annually or biannually in line with inflation.
-Investment Strategies: With a more conservative market approach prevalent today, Ellie stresses the importance of prudent underwriting and choosing fixed-rate debts over variable ones. She explains that current investments are structured with potential economic contractions in mind, making them potentially safer.
-Market Selection: Ellie contrasts different U.S. markets, advising on the potential of places like the Raleigh-Durham area while cautioning against more volatile markets like San Francisco.
Takeaways for Listeners:
Listeners can gain an understanding of why and how passive income from multifamily investments remains viable, even in less favorable economic conditions. Ellie encourages investors to perform due diligence and not shy away from investing if they are equipped with the right knowledge and strategies.
This episode is particularly valuable for accredited investors looking to make informed decisions about real estate investments amidst a fluctuating economic landscape. Ellie’s insights provide a realistic yet optimistic view of the opportunities that still exist for generating passive income through real estate.

Prefer to listen in? View the transcripts here.
Watch our full interview on YouTube here. 

Are you REady2Scale Your Multifamily Investments?
Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com.
To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you.

Time Stamps:
00:00 The Evolution of Passive Income in Real Estate
00:51 Welcome to Ready to Scale: Navigating a Shifting Market
01:00 Is Passive Income Still Relevant in Today's Economy?
01:35 The Journey from Real Estate Attorney to Private Equity Firm Founder
02:27 Understanding the Current Real Estate Market Dynamics
05:11 The Resilience of Multifamily Investments During Economic Downturns
09:58 Strategies for Investing in Today's Real Estate Market
13:44 Evaluating Passive Income Potential in a Downturn
14:08 Investing in Multifamily Real Estate: A Hedge Against Inflation
14:49 Making Informed Investment Decisions in a Changing Market
20:59 Conclusion: The Viability of Passive Investing in a Downturn

Producer: Blue Lake Capital
Strategist: Syed Mahmood
Editor: Emma Walker
Opening Music: Pomplamoose

#passiveincome #investing #realestate
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Have you ever wondered what it takes to transition from a secure job to forging your own path in the challenging world of real estate? In this episode, Jeannette interviews Tom Dunkel, Chief Investment Officer at Belrose Storage Group, who shares his journey from being laid off in 2006 to becoming a successful entrepreneur. This discussion delves into the resilience and strategic thinking necessary to navigate and excel in the competitive real estate market, particularly through the 2008 financial crisis and beyond.
Listeners will gain insights into:
-Entrepreneurial Mindset: Tom discusses the pivotal mindset shifts that helped him move from a secure corporate job to taking risks as an entrepreneur.
-Niche Specialization: Learn how Tom found success in the self-storage sector, emphasizing the importance of specializing in niche markets to enhance business sustainability.
-Overcoming Adversity: Tom shares his experiences during the 2008 financial crisis, providing valuable lessons on perseverance and strategic adaptation.
-Investment Strategies: The episode explores innovative investment strategies, like distressed mortgage notes, that can yield significant returns while offering solutions to market needs.
-Future Trends: Tom provides his perspective on current economic conditions and how past lessons are shaping responses to potential upcoming challenges in both residential and commercial real estate markets.
This episode is a treasure trove for both seasoned and aspiring real estate investors, offering lessons on resilience, strategic investment, and the importance of innovation in finding success amidst challenges. Whether you're considering a shift towards entrepreneurship or looking to deepen your investment portfolio, Tom's journey provides both inspiration and practical advice.
Prefer to listen in? View the transcripts here.
Watch the full episode here.

Are you REady2Scale Your Multifamily Investments?
Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com.
To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you.

Time Stamps:
00:00 The Positive Impact of Proactive Banks on Real Estate and Economy
00:17 Welcome to REady2Scale: A Fresh Start in California
01:04 Meet Tom Dunkel: From Corporate to Self-Storage Success
02:05 Tom's Journey: Embracing Entrepreneurship Against All Odds
07:00 The Shift to Real Estate: Building a New Future
09:32 The Financial Crisis: Lessons and Growth
13:11 The Power of Distressed Mortgage Notes in Real Estate
17:22 Commercial Real Estate: Predictions and Preparations
19:30 Self-Storage Investing: A Niche Within a Niche
24:55 The Appeal of Self Storage Investing
26:01 Specializing in RV and Boat Self Storage
27:28 Addressing Supply Chain Disruptions with Contractor Storage
29:30 Addressing Asset Management Challenges
29:57 Leveraging Technology for Efficiency
31:09 Advantages of Self Storage Over Traditional Real Estate
33:39 Dealing with Security Issues and Squatters
34:32 Security Measures and Handling Squatters
36:52 Advice for New Investors in Self Storage
40:42 Personal Insights and Lightning Round Questions

Producer: Blue Lake Capital
Strategist: Syed Mahmood
Editor: Emma Walker
Opening Music: Pomplamoose
Learn more about your ad choices. Visit megaphone.fm/adchoices

How can you confidently invest in multifamily properties during uncertain times?

Join host Ellie Perlman in this episode of "REady2Scale," as she uses her extensive real estate and investment management experience to share essential strategies for evaluating market, asset, and sponsor opportunities. Tune in for actionable insights that will enhance your investment decision-making.

Key Takeaways:

1. Understanding Market Dynamics: Learn how to assess markets based on population trends, economic conditions, and tenant profiles to identify promising investment opportunities or potential risks.
2. Conducting Thorough Asset Due Diligence: Discover the importance of examining property financials, understanding asset conditions, and recognizing red flags such as high bad debt or increasing vacancies that could impact investment outcomes.
3. Evaluating Investment Partners (Sponsors): Find out how to vet potential investment partners by reviewing their track records, investment philosophies, and previous deal performances to ensure alignment with your investment goals.
4. Making Informed Decisions: Gain practical tips on using available resources and tools to gather data and insights, helping you make well-informed decisions about where and how to invest.
5. Adapting to Market Changes: Ellie offers strategies on staying adaptable in fluctuating markets, including how to stress test investment assumptions and plan exit strategies to maximize returns regardless of market conditions.
This episode is highly beneficial for passive investors looking to deepen their knowledge of multifamily investments, particularly those interested in the dynamics of shifting markets and how to safeguard investments against common pitfalls.

Watch full YouTube video here.

Read transcript here.
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Tune into "REady2Scale" for a detailed guide on thriving in the ever-changing landscape of real estate investments. Whether you're a seasoned investor or new to the field, this episode provides valuable insights into making smarter, more informed investment choices.

Time stamps
00:00 Introduction to Market Due Diligence
00:40 Welcome to Ready to Scale
00:55 Navigating Market Uncertainty: A Deep Dive
03:08 Market Due Diligence: Identifying Strong and Weak Markets
05:59 Practical Tips for Market Evaluation
11:41 Asset Due Diligence in Uncertain Times
19:02 Sponsor Due Diligence: Choosing the Right Partners
21:50 Conclusion: Wrapping Up Deal Evaluation Insights

Are you REady2Scale Your Multifamily Investments?
Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com.
To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you.

Producer: Blue Lake Capital
Strategist: Syed Mahmood
Editor: Emma Walker
Opening Music: Pomplamoose

#multifamily #investing #realestate
Learn more about your ad choices. Visit megaphone.fm/adchoices

Listen in with co-host Jeannette Friedrich and Ken Gee, a seasoned real estate private equity expert with over two decades of experience and a portfolio that includes transactions valued at over $2 billion. Ken shares his unique insights into the contrasting real estate markets of Florida and Ohio, highlighting how strategic adaptations have driven his firm’s success.

Here's what you'll gain:

-Market Analysis: Understand the differences and opportunities in the real estate markets of Florida and Ohio, explained through practical examples.
-Investment Strategies: Discover effective strategies for real estate investment and portfolio management that have been proven successful over billions in transactions.
-Challenge Management: Gain knowledge on how to navigate and overcome various real estate investment challenges, such as insurance costs and market fluctuations.
-Value-Add Techniques: Learn about the potential for rent increases and property improvements that drive profitability in multifamily properties.
-Investor Relations Advice: Receive actionable advice on managing investor relations and capital raising to enhance trust and investment growth.
-Economic Insights: Hear discussions on current economic factors affecting real estate, such as interest rates and supply issues, and how to strategically respond.
-Practical Tips: Benefit from Ken's practical advice on acquisition strategies, underwriting, and managing transient tenant bases in competitive markets.

By tuning into "Ready to Scale," you're not just listening to another industry conversation; you're equipping yourself with the knowledge that could pivot your investment approach and operational tactics towards greater success. With host Jeanette Friedrich and the acumen of Ken Gee, you're privy to a masterclass in real estate's fluid landscape. From deep dives into market specifics to comprehensive strategy outlines, this episode is poised to be a turning point for the proactive listener. Make sure to join us and transform these insights into your competitive edge in the ever-evolving real estate market.

Prefer to listen in? View the transcripts here.

Watch full episode here.

Are you REady2Scale Your Multifamily Investments?

Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com.

To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you.

#multifamily #investing #realestate

00:00 Exploring Resort Communities vs. Single Family Homes
00:33 Welcome to Ready to Scale: Meet Ken Gee
01:39 Ken Gee's Unique Real Estate Focus: Florida and Ohio
02:10 The Journey from Cleveland to Florida: A Real Estate Evolution
04:14 Navigating Challenges in the Florida Real Estate Market
06:03 The Art of Value-Add in Multifamily Properties
06:40 Investor Relations and the Impact of Insurance Costs
09:03 The Strategy Behind Blind Pool Funds and Syndication
13:44 Best Practices for Real Estate Investment and Underwriting
18:40 The Role of AI and Traditional Methods in Property Analysis
20:19 Sponsor Segment: Ready to Scale with Blue Lake Capital
21:15 Navigating Supply Challenges in Florida's Real Estate Market
24:02 The Impact of Transient Tenant Bases on Property Management
27:28 Exploring the Influence of Geopolitics on Real Estate Investments
29:42 Advice for Multifamily Investors: Navigating Market Cycles
33:14 Lightning Round: Getting Personal with Ken

Producer: Blue Lake Capital
Strategist: Syed Mahmood
Editor: Emma Walker
Opening Music: Pomplamoose
Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you a passive multifamily investor seeking stable returns in an ever-changing market? Listen in to discover the essential differences between value-add deals and core-plus strategies, and gain clarity on which approach aligns best with your investment goals. Ellie navigates listeners through the complexities of rising labor costs, material expenses, and evolving rent dynamics, offering practical advice on mitigating risks and maximizing returns even in today’s environment.

Key Takeaways:
1. Understanding Investment Strategies: Gain insight into the spectrum of multifamily investment opportunities, ranging from value-add deals to core assets, and the pivotal role of renovations in enhancing property value.

2. Challenges in Today's Market: Explore the impact of rising labor and material costs, as well as subdued rent growth trends post-COVID-19, prompting a critical reassessment of traditional value-add strategies.

3. Exploring Alternatives: Discover the merits of core-plus and core investments as compelling alternatives, offering lower risk profiles and steady returns amidst market uncertainties.

Whether you're a seasoned investor or new to multifamily real estate, this episode offers invaluable guidance on crafting a diversified investment portfolio and adapting strategies to current market conditions. Tune in to REady2Scale and equip yourself with the knowledge and insights needed to thrive in the multifamily investment landscape.

Prefer to read the episode? View the transcript here.

Watch full video here.

Are you REady2Scale Your Multifamily Investments?

Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com.

To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you.

#multifamily #investing #realestate

Time Stamps
00:00 Introduction to Value-Add Deals and Market Dynamics
00:33 Welcome to Ready to Scale
00:44 Rethinking Value-Add Deals in a Down Market
01:47 Understanding Different Investment Strategies
06:49 Challenges and Rethinking Strategies in Today's Market
11:03 Exploring Core Plus and Core Deals as Alternatives
15:18 Conclusion and Final Thoughts

Producer: Blue Lake Capital
Strategist: Syed Mahmood
Editor: Emma Walker
Opening Music: Pomplamoose
Learn more about your ad choices. Visit megaphone.fm/adchoices