Get Invested

Real estate investing can actually be for everyone.

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Investing
Updated Weekly

Get Invested is a podcast where Jordan—a doctorate in English and the furthest you can be from a finance/investing guy—tackles one investing topic per week with his best friend, Matthias, a successful real estate investor, to help you better understand how to maximize your own investments and future. capitalvelocityinvestments.substack.com

4d ago

How to Talk to an Operator (of a Syndication)

This week Matthias and Jordan talk through the major questions a prospective investor in a real estate syndication should ask its operator. Spoiler alert: these questions’ will test to see if the operator practices conservative underwriting. But they can have other uses if one so desires. Observing the way a person thinks, understanding where they are coming from, and knowing their experiences and the adversity they’ve overcome can help in a lot of situations. In this instance, however, the application is specific to investing wisely in real estate syndications. It’s an all-new Get Invested. TOPIC & TIME 01:15 - Operator Questions Intro. & Context 04:12 - What Makes You Nervous About the Deal? 09:29 - There Should Be Something That Makes Them Nervous 11:40 - What Would Make Me Lose Money on This Deal? 14:40 - What Has to Go Right to Hit Those Projections? 19:39 - How Much Have You Personally Invested in This Deal? 22:37 - What’s Your Experience in the Market & Dealing with Adversity? 26:13 - Matthias’s Adversity Story: Confidence & Realism This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit capitalvelocityinvestments.substack.com

30 min
Jun 30

Private Equity for All: the 506b Syndication

This week Matthias and Jordan drill down to the foundation, if you will, and talk through the two types of real estate syndications, or businesses, that raise and deploy investor capital to acquire and operate cash-flowing properties. They discuss the important differences between the two types, 506b and 506c, and the restrictions that come with putting together 506b syndications. And they highlight how those very restrictions speak to their mission to democratize this kind of real estate investing opportunity. Get ready for anti-swindling tactics and cult leaders without charisma. It’s an all-new Get Invested. TOPIC & TIME 01:28 - Syndication Basics 03:46 - Types of Offerings: 506B vs 506C 12:51 - Keeping the Minimum Investment Low 15:34 - Democratizing Investment Opportunities 22:17 - Investing in a Business, Not Just a Property This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit capitalvelocityinvestments.substack.com

24 min
Jun 23

Every Property has a Ceiling (That One, Too)

This week, Matthias and Jordan stick up for the little property that could. They discuss how value-add real estate investment optimizes underperforming properties, bringing them up to “the bar” of what they should be earning, so looks, especially in the buying phase, might be deceiving. That said, no matter a property’s beauty or level, they all have a market max, and reaching that is the goal. The key to value add is paying much less than that for the property and maximizing it in the current market, rather than a market to come. The properties have ceilings and roofs and there are bars everywhere, apparently. It’s an all-new Get Invested. TOPIC & TIME 01:15 - Understanding the Value Add Concept 05:09 - Operational Improvements Add Value 09:54 - Value Add Moves vs. Market Appreciation 12:23 - Distinguishing Value Add from Other Property Investments 16:38 - Stability in Value Add 20:07 - Value Add Doesn’t Wait for Markets to Appreciate This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit capitalvelocityinvestments.substack.com

26 min
Jun 16

[Re-Release] Investing Progress with Tim Wakeland

Almost a year to the day, we’re releasing a new…producer’s cut (read: tighter editing) of this great episode . Matthias and Jordan talk to longtime CVI investor, Tim Wakeland. Tim also happens to be Matthias’s brother-in-law, but he’s valiantly overcome that challenge. Tim lays out how he came to invest with CVI, how he and his wife have grown their real estate investing portfolio over time, and why the Wakelands are committed to syndicated real estate investing moving forward. It’s a mess-with-Texas episode of Get Invested. If you’re inspired by Tim’s story and want to start investing in real estate, get our free “Beginner’s Guide to Real Estate Investing” to help you take that first step. TIME & TOPIC 03:25 - Investing Goals and Financial Planning 09:54 - Overcoming Family Business Challenges 14:38 - Using Self-Directed IRAs to Invest 18:40 - Challenging Conventional Financial Wisdom 23:21 - Understanding Compounding in Real Estate 31:16 - The Importance of Communication in Investments This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit capitalvelocityinvestments.substack.com

41 min
Jun 9

Refinance the Home or Not?

You probably won’t believe this, but the answer is, “it depends.” So Matthias and Jordan get into both: the “it” and the “depends.” They mix it up with all the variables and considerations that go into deciding when and if to refinance a mortgage for a personal dwelling and the scenarios for taking out equity. The variables definitely try their best to make this a high-school word problem, but joy is also part of the calculation, so not so fast, math. It’s an all-new Get Invested. TIME & TOPIC 01:37 - Establishing the Variables of Refinancing 04:01 - Calculating When to Refinance 13:41 - Renovation Value and Cash-Out Refinance 17:59 - Cash-Out Refinance as Solution 22:14 - Using Home Equity for Investments vs. Personal Enjoyment This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit capitalvelocityinvestments.substack.com

32 min
Jun 2

The 3(ish) Big Talks with 1st Time Investors

This week Matthias and Jordan have an in-depth conversation about, well, conversations that Matthias has with other people, namely prospective first-time investors who are looking but not yet leaping. And that’s the first talking point: taking that step into the unknown investment risk. We also learn that Matthias can be a good listener, never sells anything, and there’s no reason to argue with readings of the apocalypse or a bad experience, but there could be reasons to...politely disagree with an investor’s financial advisor. Come be on our podcast-listening team, if not any other. It’s an all new Get Invested. TOPIC & TIME 01:10 - Setting Up the Discussion Scenario 05:49 - The Challenge of Taking New Risk 09:57 - Public vs. Private Investments 16:17 - Building Trust Through Example 18:48 - Overcoming External Uncertainties 29:15 - The Power of Just Listening 30:44 - Showing Incentive Alignment 32:45 - Investing is Joining a Team 40:01 - Addressing Contrary Financial Advice & Adverse Experience 46:21 - Operators Only Cash Flow If They’re Also Investors This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit capitalvelocityinvestments.substack.com

49 min
May 26

Reading Broad Market Trends as an Investor

This week, Matthias and Jordan chat about the news and trends, and even fashion comes up, but don’t worry, they don’t drift too far out of their lane. In a world of lots of studies, lots of headlines, and lots of people pushing data and advice, how does an investor approach this wealth of information and figure out how it applies to them and their investments, current or future? Matthias and Jordan discuss their approach to broad market trends and get into other topics that require serious thought, like the Sun Belt’s parameters. It’s an all-new Get Invested. TOPIC & TIME 00:41 - Reading Broad Market Trends as an Investor: an Overview 09:02 - Thinking of Interest Rates as a Given 15:02 - Inflation and Regional Price Variations 17:46 - The Importance of Networking to Understand Specific Effects 19:24 - Analyzing Population Shifts Within Regions for Local Markets 29:06 - Navigating Data in Secondary and Tertiary Markets This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit capitalvelocityinvestments.substack.com

36 min
May 19

Do You Want Property Occupancy at 100%?

Turn off that No Vacancy sign, we want there to be room at the proverbial inn. Matthias and Jordan aren’t discussing hotels or Christmas stories, but the metric of occupancy in multifamily investment. More specifically, they dive into the seemingly counterintuitive notion that a strong investment property rarely reaches full capacity. Don’t worry, once they get into the details and nuances, it totally makes sense—we’re pretty sure. So, get ready for coach-pitch walk-off doubles and whatever is the opposite of Hotel California. It’s an all-new Get Invested. KEY TAKEAWAYS 1. All things being equal, an extremely high occupancy rate (99-100%) for an extended period of time most likely indicates that rents are too low, and the property itself is not keeping up with the market. 2. The occupancy rate can definitely reflect the strength of a property and the investment. But it also can simply indicate a phase of the business plan. Context is key. 3. A major consideration is how close the occupancy level is to the underwriting basis. If a certain amount of vacancy was planned for and the property still cashflow, then that target is more a bellwether for the investment than approaching 100%. 4. If an operator is in the early stages of a business plan, inducing vacancies through non-renewal can help root out problem tenants and open up multiple units for efficient renovations. The more units you can renovate at once, the more profitable in the long run. 5. Once a property is renovated and stabilized, occupancy higher but near the underwriting indicates a robust investment keeping up with the market and able to refresh its units. TOPIC & TIME 04:14 - Intro: Occupancy and Real Estate Investment 06:31 - Business Plan Phases and New Leases vs. Renewals 19:06 - Inducing Vacancy for Strategic Renovations 21:17 - Putting Occupancy Rates in Context 26:48 - Underwriting, Markets, and Timelines 32:34 - Reading Occupancy Numbers within the Business Plan This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit capitalvelocityinvestments.substack.com

42 min

5

out of 5

3 Ratings

Get Invested is a podcast where Jordan—a doctorate in English and the furthest you can be from a finance/investing guy—tackles one investing topic per week with his best friend, Matthias, a successful real estate investor, to help you better understand how to maximize your own investments and future. capitalvelocityinvestments.substack.com

Creator

Real estate investing can actually be for everyone.
Years Active

2024 - 2026
Episodes

101
Rating

Clean
Copyright

© Matthias Wilson
Show Website

Get Invested