Multifamily Insights

John Casmon
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  • 半周一更

Each week, John Casmon speaks with real estate pros and marketing specialists to provide useful tips for multifamily investing. Listen and learn insights for market research, finding deals, attracting capital, and growing your portfolio.

  1. 3天前

    Breaking Money Myths with Chris Naugle, Ep. 743

    Chris Naugle is America’s #1 money mentor, a former pro snowboarder turned entrepreneur and founder of The Money School. He has built and managed multiple businesses, authored books on wealth, and now teaches people how to take back control of their finances using the infinite banking concept. Through his methods, Chris has helped thousands of investors and entrepreneurs rethink how money really works.     📢 Announcement: Get 25% off your first two months with Hemlane’s property management software — visit hemlane.com and use the promo code: multifamilypodcast25.     Key Takeaways Why traditional banking keeps people trapped in financial dependency. The power of infinite banking and using specially designed whole life policies to grow wealth. How Chris recovered from financial failure during the 2008 crash by changing his money mindset. Why controlling the flow of money is more important than chasing higher returns. Common myths about money and investing that keep people stuck.     Topics From Snowboarding to Finance Chris’ transition from professional snowboarding to financial advising. Lessons learned from losing everything during the 2008 crash. The Infinite Banking Concept How whole life insurance can be structured as your own personal banking system. Why borrowing against your policy allows you to keep your money growing while using it elsewhere. Why Control Beats Returns Most people focus on rate of return, but controlling cash flow is more powerful. The wealthy don’t work harder for money—they make money work harder for them. Breaking Money Myths Common misconceptions about banks, debt, and retirement accounts. Why conventional financial advice often benefits institutions more than individuals.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Round of Insights Failure that set Chris up for success: Losing everything during the 2008 market crash forced him to relearn how money truly works. Digital or mobile resource: Money Multiplier calculator tools. Book recommendation: Becoming Your Own Banker by Nelson Nash. Daily habit: Visualization and affirmations every morning. #1 insight for creating financial freedom: It’s not about how much you make, it’s about how much control you have over your money. Favorite restaurant in Buffalo, NY: Two Nines.     Next Steps Learn more at chrisnaugle.com Watch Chris’ educational videos on YouTube: The Chris Naugle Channel Explore resources at The Money School Check out his previous Multifamily Insights Podcast episode     Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

    37 分钟

  2. 6天前

    Investing from His Dorm to Owning 500+ Units with Derrick Barker, Ep. 742

    Derrick Barker is the co-founder and CEO of Nectar, a flexible capital platform for experienced real estate operators. He began buying property from his Harvard dorm room, later traded structured bonds at Goldman Sachs while scaling to 500+ units, and now oversees thousands of units while helping operators unlock growth with portfolio-backed capital.     📢 Announcement: Get 25% off your first two months with Hemlane’s property management software — visit hemlane.com and use the promo code: multifamilypodcast25.     Key Takeaways Think portfolio, not “one deal”—build proof of concept and a differentiated pitch to attract capital. Scaling exposes new constraints: you may outgrow property managers, contractors, and partners as you level up. Nectar provides flexible capital (mezz/pref-style) backed by low‑leverage, cash‑flowing assets to bridge gaps without full refis or capital calls. Flexible capital can be faster and cheaper (all‑in) than recapitalizing the entire first mortgage just to plug a small shortfall. Business is continuous problem‑solving—focus on which fires to put out, which ones to let burn, and don’t quit.     Topics From Harvard Dorm Room to 500+ Units Started with a $40K house in southwest Atlanta and raised small checks by offering higher cash yields vs. NYC cap rates. Used early wins as proof of concept to expand into small multis and portfolios. Scaling Pains and People Problems Outgrew managers and construction partners mid‑project; learned to replace teams to match new scale. On‑site staffing quality and leadership turnover can make or break results. What Nectar Does Portfolio‑backed, flexible capital for seasoned operators (often 10+ years experience, $50–$100M+ AUM). Typically structured as mezzanine capital or preferred equity attached to stabilized assets. Use cases: finish an over‑budget reno, buy out a partner, plug a small gap without a full refinance. Flexible Capital vs. Refinancing Rather than refinance a $10M first to $10.5M (fees, timing, higher rate), place a targeted $500K slice behind the first. Often cheaper all‑in than rescue capital or capital calls—and much faster. Case Study Snapshot Northeast owner stabilized at home market; ran over budget on a Southeast value‑add. Nectar capital, secured by the stabilized NE portfolio, finished the work; repayment came from cash flow.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Round of Insights Failure that set Derrick up for success: A land‑plus‑construction deal died during the pandemic; selling the land at a loss taught him to only place debt on cash‑flowing assets. Digital or mobile resource: ChatGPT — loaded with core docs to act as a context‑aware thought partner. Book recommendation: Principles by Ray Dalio. Daily habit: Weekly written priorities to define what makes the week a success. #1 insight for scaling in business: Don’t quit—decide which fires to put out and which to let burn so you can keep moving. Favorite restaurant in Atlanta, GA: Muchacho.     Next Steps Explore Nectar’s flexible capital solutions for experienced operators: usenectar.com  Audit your current partners (management, construction, lenders) and upgrade where your scale demands it Document weekly priorities to keep focus as you grow     Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

    37 分钟

  3. 8月22日

    Hybrid Funding Solutions for Multifamily with Dave Kotter, Ep. 741

    Dave Kotter is the CEO and President of Hybrid Debt Fund and Integrity Capital LLC, with over $2 billion in funded loans. He specializes in private credit solutions that bridge the gap between traditional bank financing and equity, offering innovative stretch senior loans that provide higher leverage while allowing sponsors to retain more control and equity upside.     📢 Announcement: Get 25% off your first two months with Hemlane’s property management software — visit hemlane.com and use the promo code: multifamilypodcast25.     Key Takeaways Hybrid Debt Fund’s stretch senior loan structure can finance up to 90% LTC, reducing equity needs. The fund is designed to fill the lending gap left by banks tightening credit in recent years. Dave evaluates deals based on the asset’s fundamentals and the sponsor’s track record. Higher leverage is paired with strict underwriting and active risk management. Building a first-time $50M fund required patience, strong investor relationships, and clear communication.     Topics Bridging the Gap Between Debt and Equity How Hybrid Debt Fund’s stretch senior loans combine aspects of senior debt and mezzanine financing. Why this model helps sponsors retain more equity without giving up control. Filling the Financing Void Traditional banks have pulled back on CRE lending, especially for transitional assets. Private credit has stepped in to offer flexible capital for well-underwritten deals. Evaluating Deals and Sponsors Asset quality, location, and market trends are weighed alongside the sponsor’s experience. Emphasis on proven operators who communicate transparently and have a track record of execution. Launching and Growing a Private Debt Fund Challenges in raising and deploying $50M for a first-time fund. The importance of selecting the right investor channels and delivering consistent reporting. Risk Management at High Leverage Strong covenants, active monitoring, and conservative stress testing help mitigate downside risks. Dave’s approach balances creative structuring with disciplined underwriting.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Round of Insights Failure that set Dave up for success: Lessons from the 2008 downturn on managing debt and keeping margin in deals. Digital or mobile resource: ChatGPT & PodPitch. Book recommendation: Atomic Habits by James Clear. Daily habit: Evening journaling to review the day, note wins, and set priorities for tomorrow. #1 insight for launching a fund: Learn from experienced operators before you start—plan, then execute with discipline. Favorite restaurant in Scottsdale, AZ: True Food Kitchen.     Next Steps Visit hybriddebtfund.com to learn more about Dave’s lending model. Connect with Dave on LinkedIn for updates and insights on private credit and commercial lending.     Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

    40 分钟

  4. 8月19日

    How to Start Investing in Apartments with Jason Kenney, Ep. 740

    Jason Kenney is a real estate investor and founder of Novo Capital Management. After a career in financial services and multiple corporate relocations, he launched his investing company in 2019 and left corporate in 2023 to focus exclusively on real estate. Jason now invests primarily in multifamily syndications and creates education for aspiring passive investors on YouTube.     📢 Announcement: Get 25% off your first two months with Hemlane’s property management software — visit hemlane.com and use the promo code: multifamilypodcast25.     Key Takeaways “Passive” single‑family rentals often become a second job without systems and scale. Start with market fundamentals first—job growth, supply and demand, and barriers to homeownership—before evaluating a property. Vet the operator as thoroughly as the deal; team quality is the biggest risk lever for LPs. Clarify your goals and your “why” so investments match the life you want, not just returns. Education and community help shorten the learning curve and avoid costly mistakes.     Topics From Corporate Careers to Real Estate Launched a real estate investment company in 2019 and exited corporate in 2023. Early single‑family approach created “passive” income that still demanded nights and weekends. Shifted to multifamily syndications for scale, professional management, and true passivity. How Jason Underwrites Markets Looks first at macro drivers: jobs, quality of life, and cost of living. Studies submarket supply pipelines and rent/occupancy trends to avoid oversupplied pockets. Prefers markets with high barriers to homeownership and a strong rent‑vs‑buy spread. Choosing Operators and Deals Prioritizes track record, communication, and alignment of interests. Evaluates assumptions, downside plans, and capital preservation before upside. Diversifies across sponsors and markets to manage risk. Education and Content Shares passive‑investing fundamentals and case studies on his YouTube channel “Hassle Free Wealth.” Encourages new investors to define outcomes first, then pick strategies that fit.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Round of Insights Failure that set Jason up for success: Withdrawing from college and starting again taught him discipline and grit that now guide his investing journey. Digital or mobile resource: CREXI — for market comps, property records, and demographic insights. Book recommendation: Never Eat Alone by Keith Ferrazzi — a playbook for building authentic relationships. Daily habit: Starts each day by revisiting his “why,” using it to stay focused and navigate setbacks. #1 insight for passive investors: Know the team behind the deal and how they manage risk—operator quality drives outcomes. Favorite restaurant in Murfreesboro/Franklin, TN: Herban Market.     Next Steps Check out Jason’s educational videos on YouTube. Clarify your investment goals and risk tolerance before evaluating opportunities. When reviewing a deal, start with the market and the operator’s track record, then dig into assumptions.     Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

    39 分钟

  5. 8月15日

    The Four Lanes of Real Estate Tax Benefits with Mark J. Kohler, Ep. 739

    Mark Kohler is a bestselling author, entrepreneur, attorney, CPA, and the founding and senior partner at KKOS Lawyers. Specializing in tax, legal, wealth, estate, and asset protection planning, Mark has helped thousands of small business owners and investors align their tax strategies with their real estate and business goals. He is also the host of The Main Street Business Podcast and Directed IRA Podcast, educating entrepreneurs on practical ways to build wealth and save taxes.     📢 Announcement: Get 25% off your first two months with Hemlane’s property management software — visit hemlane.com and use the promo code: multifamilypodcast25.     Key Takeaways The difference between an accountant, tax advisor, and tax lawyer—and why you need all three working together Four main “lanes” of real estate investing and the tax advantages for each Why turnkey real estate can be risky without proper oversight The benefits of using retirement accounts for real estate investing Common mistakes investors make with self-directed IRAs     Topics From Entrepreneur to Tax and Legal Strategist Mark’s journey from lemonade stand kid to CPA, attorney, and business owner Why having a business mindset matters in tax and legal advising His personal investing experience in multifamily, commercial, and other asset classes Four Lanes of Real Estate Tax Benefits Active real estate professional: S corporations and daily operations Retirement account investing for tax-free or tax-deferred growth Passive ownership for cash flow and deferred depreciation benefits Self-rental and short-term rental strategies for tax advantages Aligning Tax and Real Estate Strategies Importance of starting with a tax lawyer to build a plan Coordinating between lawyer and accountant to avoid conflicting advice Examples of combining asset protection, tax benefits, and investment goals Self-Directed IRAs and Retirement Accounts How to use retirement accounts to invest in real estate and alternative assets Prohibited transactions and common pitfalls Pooling accounts and using leverage for larger deals From Compliance to Advisory Why most accountants are stuck in compliance mode How tax advisors elevate your strategy beyond tax preparation The role of education and continuous planning in saving taxes     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Round of Insights Failure that set Mark up for success: Reinvesting all profits back into his business instead of buying real estate—until he began allocating annual profits to property acquisitions. Digital or mobile resource: iTunes — to find and follow podcasts that educate and inspire. Book recommendation: Traction by Gino Wickman. Daily habit: Reading scriptures every morning. #1 Insight for maximizing your tax strategy: Regular conversations and planning about taxes. Favorite restaurant in Utah: Dairy Keen.     Next Steps Visit markjkohler.com Listen to the Main Street Business Podcast and Directed IRA Podcast Explore services at kkoslawyers.com and directedira.com     Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

    29 分钟

  6. 8月12日

    After $20M in Flips, He Switched to Multifamily with Brandon Rickman, Ep. 738

    Brandon Rickman is a seasoned real estate investor and entrepreneur who has flipped over 500 houses and owned both short- and long-term rentals. He has raised private money for multiple projects, operates a private lending business, and is currently developing a three-story A-class self-storage facility outside of Atlanta. With over two decades of experience, Brandon has scaled from small residential projects to multimillion-dollar commercial ventures.     📢 Announcement: Get 25% off your first two months with Hemlane’s property management software — visit hemlane.com and use the promo code: multifamilypodcast25.     Key Takeaways How starting small—and with a clear vision—paved the way to a $20M flipping business Why mentorship and outbound marketing were the keys to scaling to 100 flips a year The shift from transactional real estate to building generational wealth through multifamily and self-storage How diversifying across multiple asset classes creates income stability Why the right operator matters more than the perfect-looking deal when investing passively     Topics From Teacher and Employee to Full-Time Investors Brandon and his wife started flipping homes while working full-time jobs Learned early lessons by doing much of the work themselves and making mistakes on their first project Quickly realized the importance of mentorship and outbound marketing strategies Scaling to 100 Flips a Year Mentorship revealed the systems needed for high-volume flipping Built a 15-person acquisitions and operations team Implemented CRM, call tracking, direct mail, cold calling, texting, PPC, and more Transition to Multifamily and Self-Storage Flipping and new construction were profitable but highly transactional Multifamily and self-storage offered long-term cash flow and generational wealth potential Began developing a large self-storage facility while investing passively in other deals Diversification for Stability Operates flipping, lending, multifamily, and self-storage businesses Invests both actively and passively in multiple asset classes Uses diversification to balance market fluctuations Advice for Passive Investors Prioritize trust and track record when selecting operators Perform due diligence but avoid chasing unrealistic returns Never get emotionally attached to a single deal—there will always be another opportunity     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Round of Insights Failure that set Brandon up for success: Investing with the wrong people early on without proper vetting—learning to prioritize trust and due diligence. Digital or mobile resource: CRM platforms, CallRail for call tracking, and InvestNext for investor management. Most recommended book: Courage Required by John Richie. Daily habit that keeps him on track: Morning prayer and scripture reading, plus annual goal-setting with his wife for 1-, 3-, and 5-year plans. #1 Insight for scaling in commercial real estate: Partner with experienced operators on a project-by-project basis to avoid paying the “stupid tax” of costly mistakes. Favorite restaurant in Marietta, GA: Moxie Burger.     Next Steps Send an email to Brandon: brandon@theflipgenius.com Visit his website: theflipgenius.com     Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

    37 分钟

  7. 8月8日

    4 Reasons Investors Struggle to Grow with Gary Harper, Ep. 737

    Gary Harper is the founder and CEO of Sharper Business Solutions and co-creator of the Rise Business Framework. After a successful career as a corporate executive, Gary transitioned to real estate and later business coaching, helping over 4,000 entrepreneurs grow and systematize their operations. His work blends deep business strategy with a purpose-driven mission to empower others while supporting meaningful causes.     📢 Announcement: Get 25% off your first two months with Hemlane’s property management software — visit hemlane.com and use the promo code: multifamilypodcast25.     Key Takeaways Why corporate success alone didn’t create fulfillment for Gary How Lyme disease shifted his life and pushed him back into entrepreneurship The four reasons businesses don’t scale successfully Why real estate was never his passion—but a tool for impact How the Rise Business Framework helps entrepreneurs grow and lead with intention     Topics From Fortune 500 to Real Estate Investor Gary started investing in real estate while climbing the corporate ladder By 2006 he had multiple rentals but was hit hard during the 2008 crash Filed bankruptcy after tax reassessments and underwater properties Health Crisis and Purposeful Reinvention Diagnosed with Lyme disease, suffered from panic attacks and mental regression Forced to step away from corporate and slowly returned to real estate through wholesaling Eventually realized his calling was not real estate itself, but helping others succeed through business coaching Four Reasons Entrepreneurs Struggle to Grow Fear – needs to be replaced with knowledge and faith Mindset – people who ask questions grow faster than those who make statements Connections – a key to growth and unexpected opportunities Systems – without structure, chaos prevents scale The RISE Business Framework A four-quadrant system: Resources, Inspire, Systems, Engage Helps entrepreneurs move through the 5 phases of business growth Guides owners on how to delegate, lead, and implement systems Focuses on sustainable growth, not just expansion     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Round of Insights Failure that set Gary up for success: The 2008 crash and resulting bankruptcy—though painful—became the foundation for his next chapter and mission. Digital or mobile resource: Coach Gary (an AI tool trained on his content) and Asana for business task management Book recommendation: The Dream Manager by Matthew Kelly Daily habit: Wim Hof breathing followed by a morning walk and review of a one-page vision plan #1 Insight for business success and growth: Surround yourself with the right people—growth is never a solo journey Favorite restaurant in Northwest Indiana: Umi.     Next Steps Visit: sharperbusiness.com Explore: Coach Gary AI     Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

    43 分钟

  8. 8月5日

    Why You Should Invest in RAL with Dr. Alex Schloe, Ep. 736

    Dr. Alex Schloe is a board-certified family medicine physician, entrepreneur, and real estate investor. After facing burnout while working in the military and hospital systems, Alex turned to real estate to regain freedom and impact. Today, he focuses on residential assisted living and co-hosts The Real Room podcast while helping other physicians build time-leveraged wealth through Open Range Capital.     📢 Announcement: Get 25% off your first two months with Hemlane’s property management software — visit hemlane.com and use the promo code: multifamilypodcast25.     Key Takeaways Residential assisted living (RAL) combines healthcare, real estate, and operations to serve aging populations with dignity and profitability. Dr. Schloe experienced burnout in clinical medicine, which pushed him to create freedom through real estate investing. RAL offers multiple entry points: operator, property owner, capital partner, or full integrator. Success in RAL depends on location, layout, and—most importantly—the quality of the operator. Medical professionals have the mindset and work ethic to thrive in real estate if they shift their time-value perspective.     Topics From Military Physician to Real Estate Investor Alex served in the Air Force and later in hospital systems, where he saw firsthand the limitations of trading time for income. Began investing in multifamily, then transitioned into assisted living for greater impact and control. Why Residential Assisted Living Is a Powerful Asset Class Demand is rising due to aging Baby Boomers and a lack of sufficient facilities. RAL facilities house 6–16 residents in a home-like setting with 24/7 caregivers. Offers stability, strong cash flow, and impact for families and communities. Ways to Participate in Assisted Living Operate the business Own the real estate Partner with an operator as a capital partner Do all three as a vertically integrated investor Evaluating Operators and Managing Risk Operator quality is the #1 driver of success—background checks, turnover, and systems matter. Look for state citations and regulatory issues before entering a deal. Consider building strong values alignment with any partners before investing. Advice for Physicians Exploring Real Estate Passive income isn’t about replacing medicine—it’s about buying back your time. Start with education, then get around a community that understands your lifestyle and goals. RAL is one of few asset classes where your background can add value beyond capital.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Round of Insights Failure that set Alex up for success: Ignoring his father’s advice to house hack during med school, he later realized the compounding power of starting earlier. Digital or mobile resource: The RAL Room community platform: a centralized space for education, operator connection, and deal flow in assisted living. Book recommendation: Wild at Heart by John Eldredge. Offers insight into identity and purpose, especially during career transitions. Daily habit: Structured morning routine: prayer, journaling, reading, and a walk or workout to center the day. #1 insight for entering assisted living real estate: Residential assisted living has outperformed every other commercial real estate asset class for the past 12 years. Favorite restaurant in Colorado Springs, CO: Garden of the Gods Market and Cafe.     Next Steps Listen to The RAL Room podcast for insights into the assisted living business model Connect with Alex on LinkedIn or Instagram.     Thank you for joining us for another great episode! If you’re enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.

    43 分钟
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关于

Each week, John Casmon speaks with real estate pros and marketing specialists to provide useful tips for multifamily investing. Listen and learn insights for market research, finding deals, attracting capital, and growing your portfolio.

信息

  • 创作者
    John Casmon
  • 活跃年份
    2017年 - 2025年
  • 单集
    749
  • 分级
    儿童适宜
  • 版权
    © 2024 John Casmon
  • 节目网站
    Multifamily Insights

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