Westside Investors Network (WIN)

AJ and Chris Shepard
  • 5.0 (85)
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  • UPDATED BIMONTHLY

Welcome to the West Side Investors Network, WIN, your community of investing knowledge for growth. This is the Real Estate Professionals Investing Podcast. For Real Estate Professionals by Real Estate Professionals. This show is focused on the next step in your career....... investing.

  1. 179. How Rising Interest Rates Are Reshaping Multifamily Investing with Ben Murphy

    1D AGO

    179. How Rising Interest Rates Are Reshaping Multifamily Investing with Ben Murphy

    ABOUT BEN MURPHY Ben has a proven track record of successfully closing approximately $600 million in multifamily transactions in Oregon and SW Washington since 2014. His outstanding market relationships and reputation are best in class and will significantly enhance our existing reach across all divisions that we work.  Beyond his professional accomplishments, Ben is a dedicated supporter of environmental causes, actively contributing to organizations such as the Nature Conservancy and Greenpeace. Additionally, he serves as a member of the Multifamily Northwest Government Affairs Committee.  THIS TOPIC IN A NUTSHELL:    ·         Guest Introduction – background and journey in real estate ·         Blue State vs. Sunbelt Investing ·         Market Cycles & Supply Trends  ·         Current Lending Environment ·         Multifamily Distress Reality Check  ·         Broker Metrics & Prospecting Data  ·         Cap Rate Expansion & Value Decline  ·         Expense Pressure on NOI  ·         Transaction Volume Slowdown  ·         Outlook for 2026 & Market Bottom  ·         Affordable Housing & Policy Challenges  ·         Preparing Assets for Sale  ·         Connect with Ben     KEY QUOTE:    “The best real estate strategies are built for decades, not market cycles.”     ABOUT THE WESTSIDE INVESTORS NETWORK     The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.       The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.     #RealEstateInvesting #CommercialRealEstate #MultifamilyInvesting #CREInvestor #MultifamilyRealEstate #ApartmentInvesting #RealAssets #HardAssets #LongTermInvesting #BuyAndHold #CashFlowInvesting #CapRate #ValueAddRealEstate #RealEstatePortfolio #WealthBuilding #InflationHedge #InvestmentStrategy #PassiveIncome #RealEstateMarket #InvestorMindset #BlueStateInvesting #MarketCycles #RiskAdjustedReturns #CapitalPreservation #SmartCapital #CREWealth #FinancialFreedom #RealEstateEducation #ProfessionalInvestors #GenerationalWealth   CONNECT WITH BEN MURPHY: Email: ben.murphy@cinw.com  LinkedIn: https://www.linkedin.com/in/ben-murphy-35968935   CONNECT WITH US     For more information about investing with AJ and Chris:   ·    Uptown Syndication | https://www.uptownsyndication.com/   ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/     For information on Portland Property Management:   ·    Uptown Properties | http://www.uptownpm.com   ·    Youtube | @UptownProperties       Westside Investors Network   ·    Website | https://www.westsideinvestorsnetwork.com/   ·    Twitter | https://twitter.com/WIN_pdx   ·    Instagram | @westsideinvestorsnetwork   ·    LinkedIn | https://www.linkedin.com/groups/13949165/   ·    Facebook | @WestsideInvestorsNetwork   ·    Tiktok| @WestsideInvestorsNetwork   ·    Youtube | @WestsideInvestorsNetwork

    1h 12m
  2. 178. Money Traps to Avoid: How To Take Control of Your Finances & Time with Joey Mure

    12/17/2025

    178. Money Traps to Avoid: How To Take Control of Your Finances & Time with Joey Mure

    Check the episode transcript here ABOUT JOEY MURE Joey Muré is co-founder and Partner at Wealth Without Wall Street, dedicated to helping individuals achieve financial independence through passive income strategies. After over a decade of success in the mortgage industry, Joey shifted his focus to empowering others to break free from traditional financial systems and build lasting wealth. As co-host of The Wealth Without Wall Street Podcast and co-author of Wealth Without Wall Street: 3 Steps to Freedom Through Passive Income, Joey shares practical steps for achieving financial freedom.     THIS TOPIC IN A NUTSHELL:  ·         Guest Introduction – background and journey in real estate ·         Why only asset-producing income becomes a problem ·         Shift in Mindset: From Income to Passive Income ·         Intentional wealth building ·         Breaking Away from Wall Street ·         Pivotal book that changed his financial trajectory ·         Retirement is deferred living, not financial freedom ·         Regaining control of capital instead of outsourcing it ·         Identifying “Money Traps” ·         Opportunity cost and loss of liquidity ·         Cash Flow vs. Cash Accumulation ·         Building a Passive Income Operating System ·         Overview of Wealth Without Wall Street’s framework ·         Investor DNA & Buy Box Framework ·         Chasing Trends vs. Building Freedom ·         Flipping and Crypto as investments  ·         Structured lending and cash-flowing assets ·         Tax Strategy & Family Office Insights ·         Final Thoughts & Closing Insights ·         Free Resources and tools        KEY QUOTE:    “Passive income is what buys your time back” – Joey Mure             ABOUT THE WESTSIDE INVESTORS NETWORK     The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.       The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.       #RealEstateInvesting #PassiveIncome #FinancialFreedom #RealEstateInvestors #InvestorMindset #WealthBuilding #CashFlowInvesting #AlternativeInvestments #FinancialIndependence #TimeFreedom #MoneyMindset #GenerationalWealth #InvestingEducation #SmartInvesting #WealthWithoutWallStreet #RealEstatePodcast #InvestorEducation #AssetBasedIncome #IncomeProducingAssets #PrivateInvesting #RealAssets #BuildWealth #FinancialLiteracy #InvestmentStrategy #PassiveCashFlow #CapitalControl #InvestForFreedom #LongTermWealth #AccreditedInvestors #DealDeepDive     CONNECT WITH JOEY MURE: Website:          https://www.wealthwithoutwallstreet.com LinkedIn:          https://www.linkedin.com/in/joey-mure-b376824/ Free resource: https://go.wealthwithoutwallstreet.com/win       CONNECT WITH US     For more information about investing with AJ and Chris:   ·    Uptown Syndication | https://www.uptownsyndication.com/   ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/     For information on Portland Property Management:   ·    Uptown Properties | http://www.uptownpm.com   ·    Youtube | @UptownProperties       Westside Investors Network   ·    Website | https://www.westsideinvestorsnetwork.com/   ·    Twitter | https://twitter.com/WIN_pdx   ·    Instagram | @westsideinvestorsnetwork   ·    LinkedIn | https://www.linkedin.com/groups/13949165/   ·    Facebook | @WestsideInvestorsNetwork   ·    Tiktok| @WestsideInvestorsNetwork   ·    Youtube | @WestsideInvestorsNetwork

    51 min
  3. 177. The 4Ds of Self-Storage: Why Demand Keeps Growing with Bill Kanatas  & Ben Salzberg 

    12/10/2025

    177. The 4Ds of Self-Storage: Why Demand Keeps Growing with Bill Kanatas  & Ben Salzberg 

    Check the episode transcript here ABOUT BEN SALZBERG  Ben is a real estate developer, operational strategist, and business leader with over 25 years of experience building and optimizing high-performing real estate platforms. As Co-Founder and Chief Operating Officer of Self Storage Developers, Ben leads strategy, operations, and market expansion across Class “A” Self Storage, RV & Boat Storage, and Multi-Family developments nationwide. With a background in mechanical engineering, an MBA in quality management, and a Master of Arts in Teaching (MAT), Ben brings a rare blend of technical precision, process optimization, and leadership development to real estate. His engineering expertise drives smart, efficient design.     ABOUT BILL KANATAS  Bill is a visionary entrepreneur and real estate developer with a strong track record in self-storage, multi-family, and mixed-use developments. As the Co-Founder and CEO of Self Storage Developers, he leads the company’s strategic growth, site acquisition, and investment initiatives, focusing on developing Class “A” self-storage facilities across the United States. With a deep understanding of market trends and a commitment to quality, Bill has played a key role in forging partnerships with top national operators such as Public Storage, Extra Space Storage, and Life Storage.      THIS TOPIC IN A NUTSHELL:  ·         Guest Introduction – background and journey in real estate ·         How they transitioned into self-storage from corporate and construction careers ·         Why self-storage is a recession-resistant, tax-advantaged investment ·         The "4 D's" driving demand ·         National growth strategy using data, demographics & local relationships ·         Navigating zoning, development costs, and municipal red tape ·         Leveraging REIT-level management and exploring solar-powered RV storage ·         Finding off-market land deals and building for future market demand         KEY QUOTE:    “Self-storage is a product that everyone needs at some point in their life.” – Bill Kanatas   “You can build wealth and help people at the same time.  That’s what this business is all about.” – Ben Salzberg           ABOUT THE WESTSIDE INVESTORS NETWORK     The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.       The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.       #SelfStorageInvesting #RealEstateDevelopers #StorageUnits #AlternativeInvestments #CREDevelopment #RealEstateDeals #BuildToRent #LandAcquisition #PassiveInvesting #CommercialDevelopment #InvestInStorage #REITStrategy #PropertyDevelopment #StorageDevelopment #InvestSmarter #PrivateEquityRealEstate #OffMarketDeals #InvestorMindset #CREOpportunities #RealEstateReturns #IncomeProducingAssets #ScalableInvesting #LongTermInvesting #StorageFacilities #DataDrivenInvesting #NationalRealEstate #RealEstateStrategy #TaxAdvantagedInvesting #StorageSyndication #WealthThroughRealEstate     CONNECT WITH BILL & BEN: Website:          https://self-storagedevelopers.com Bill’s LinkedIn: https://www.linkedin.com/in/bill-kanatas-micp-999255141/  Ben’s LinkedIn: https://www.linkedin.com/in/bensalzberg/         CONNECT WITH US     For more information about investing with AJ and Chris:   ·    Uptown Syndication | https://www.uptownsyndication.com/   ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/     For information on Portland Property Management:   ·    Uptown Properties | http://www.uptownpm.com   ·    Youtube | @UptownProperties       Westside Investors Network   ·    Website | https://www.westsideinvestorsnetwork.com/   ·    Twitter | https://twitter.com/WIN_pdx   ·    Instagram | @westsideinvestorsnetwork   ·    LinkedIn | https://www.linkedin.com/groups/13949165/   ·    Facebook | @WestsideInvestorsNetwork   ·    Tiktok| @WestsideInvestorsNetwork   ·    Youtube | @WestsideInvestorsNetwork

    46 min
  4. 176. Generational Wealth Through Rentals with Joel Miller

    12/03/2025

    176. Generational Wealth Through Rentals with Joel Miller

    Check the episode transcript here ABOUT JOEL MILLER After obtaining a BA in accounting, Joel Miller began investing in rental property in 1978 while simultaneously pioneering a 35-year career as a professional mobile disc jockey. He soon became a respected contributor to magazines for both trades. He has flipped over 100 houses since 1991, and as a leader of a professional organization for landlords, he teaches their Landlord 101 course and a class on house flipping. Additionally, he is now a hard money lender to other investors as well as a trusted mentor, best-selling author, and a frequent podcast guest as well as a noted benefactor and volunteer in his community.      THIS TOPIC IN A NUTSHELL:  ·         Guest Introduction – background and journey in real estate ·         Why he wrote Build Real Estate Wealth ·         Joel’s investing journey ·         How to balance real estate investing with a full-time career ·         Skills learned from rentals that transferred to flipping and renovations ·         Importance of proper tenant selection  ·         From flipping to lending ·         Leveraging OPM (Other People’s money) ·         Teaching generational wealth ·         Advice for new investors ·         Why rentals offer more stability than flips ·         The value of having backup exit strategies  ·         Where to find Joel’s book, website, and social platforms     KEY QUOTE:                               “Tenant selection is the most important skill in rental real estate."     ABOUT THE WESTSIDE INVESTORS NETWORK     The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.       The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.       #RentalPropertyInvesting #TenantScreening #RealEstateWealth #LongTermRentals #PassiveIncomeTips #RealEstateEducation #HardMoneyLender #BuyAndHoldInvestor #RealEstateAuthor #RentalSuccess #CashFlowStrategy #LandlordTips #REInvesting101 #BuildYourPortfolio #TenantSelectionMatters #MindsetOfAnInvestor #FinancialFreedomPath #RealEstateGoals #RentalRevenue #PropertyManagementTips #SideHustleSuccess #SmartLandlording #LeverageRealEstate #InvestWithPurpose #OPMStrategy #WealthBuildingJourney #RentalGameStrong #LegacyInvestor #DisciplinedInvestor #BookForInvestors   CONNECT WITH JOEL: Phone:             (814) 868-1116  Website:          http://www.JoelMillerBooks.com  LinkedIn:          https://www.linkedin.com/in/joel-miller-42981811/  Facebook:        https://www.facebook.com/joel.miller.503092          CONNECT WITH US     For more information about investing with AJ and Chris:   ·    Uptown Syndication | https://www.uptownsyndication.com/   ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/     For information on Portland Property Management:   ·    Uptown Properties | http://www.uptownpm.com   ·    Youtube | @UptownProperties       Westside Investors Network   ·    Website | https://www.westsideinvestorsnetwork.com/   ·    Twitter | https://twitter.com/WIN_pdx   ·    Instagram | @westsideinvestorsnetwork   ·    LinkedIn | https://www.linkedin.com/groups/13949165/   ·    Facebook | @WestsideInvestorsNetwork   ·    Tiktok| @WestsideInvestorsNetwork   ·    Youtube | @WestsideInvestorsNetwork

    41 min
  5. 175. Holistic Wealth Strategy: How to Build Real Wealth Beyond Traditional Investing with Dave Wolcott

    11/26/2025

    175. Holistic Wealth Strategy: How to Build Real Wealth Beyond Traditional Investing with Dave Wolcott

    Check the episode transcript here ABOUT DAVE WOLCOTT Dave Wolcott is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency and upside potential as a reliable alternative to the volatility of the stock market. He is the author of "The Holistic Wealth Strategy", a framework for building real wealth and living and extraordinary life, and also the host of the Wealth Strategy Secrets of the Ultra-Wealthy podcast.    THIS TOPIC IN A NUTSHELL:  Guest IntroductionDave’s Origin StoryStarting the Investment JourneyTraditional vs. Alternative InvestingHow the Ultra-Wealthy Allocate WealthPantheon Investments OverviewSix Types of CapitalCreating a Personal & Family Vision5 Phases - Holistic Wealth Strategy FrameworkAsset Repositioning ExamplesBuilding Passive IncomeAdvice for BeginnersClosing InsightsConnect with Dave    KEY QUOTE:  “True wealth is more than money — it’s health, time, relationships, and fulfillment.”       ABOUT THE WESTSIDE INVESTORS NETWORK     The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.       The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.       #RealEstateInvesting #AlternativeInvestments #PassiveIncome #WealthStrategy #HolisticWealth #RealEstateInvestor #AccreditedInvestor #InvestmentStrategy #PrivateEquityInvesting #RealEstatePortfolio #CashFlowInvesting #TaxEfficientInvesting #BuildWealth #LongTermWealth #FinancialFreedom #WealthMindset #InvestorMindset #CapitalAllocation #MultifamilyInvesting #PrivateMarkets #AssetRepositioning #VirtualFamilyOffice #PortfolioDiversification #NonCorrelatedAssets #TaxAdvantagedInvesting #RealEstateSyndication #CashFlowRealEstate #GenerationalWealth #SmartInvesting #EntrepreneurMindset   CONNECT WITH DAVE: Website: https://pantheoninvest.com LinkedIn: https://www.linkedin.com/in/dave-wolcott-863306 Download the Free book: https://holisticwealthstrategy.com       CONNECT WITH US     For more information about investing with AJ and Chris:   ·    Uptown Syndication | https://www.uptownsyndication.com/   ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/     For information on Portland Property Management:   ·    Uptown Properties | http://www.uptownpm.com   ·    Youtube | @UptownProperties       Westside Investors Network   ·    Website | https://www.westsideinvestorsnetwork.com/   ·    Twitter | https://twitter.com/WIN_pdx   ·    Instagram | @westsideinvestorsnetwork   ·    LinkedIn | https://www.linkedin.com/groups/13949165/   ·    Facebook | @WestsideInvestorsNetwork   ·    Tiktok| @WestsideInvestorsNetwork   ·    Youtube | @WestsideInvestorsNetwork

    43 min
  6. 174. Reverse 1031 Exchanges Made Simple with Scott Saunders

    11/19/2025

    174. Reverse 1031 Exchanges Made Simple with Scott Saunders

    Check the episode transcript here ABOUT SCOTT SAUNDERS  Scott Saunders is a Senior Vice President with Asset Preservation, Inc. (API), A subsidiary of Steward Information Services Corporation. Scott has an extensive background in IRC §1031 exchanges, having been involved in hundreds of thousands of 1031 exchanges during his 37 years in the exchange industry. Mr. Saunders presents classes on advanced §1031 exchange strategies to accountants, attorneys, financial advisors, real estate brokers and principals. Mr. Saunders received his bachelor degree in Business Economics from the University of California at Santa Barbara.    THIS TOPIC IN A NUTSHELL:   Understanding the Basics of 1031 Exchanges What qualifies as a "like-kind" property? Why 1031 exchanges are a key tool in deferring capital gains tax The role and importance of a Qualified Intermediary The 45-day identification window explained The 180-day completion requirement How to identify replacement properties Trading up from residential to commercial or multifamily Simplifying your portfolio through consolidation Geographic diversification to manage risk Reverse and build-to-suit exchanges The most common mistakes investors make during a 1031 Why early planning is crucial for a successful transaction Growing interest in DSTs (Delaware Statutory Trusts) How inflation and rising interest rates are changing investor strategy Regional investment shifts and institutional-style diversification Final Takeaways Connect with Scott     KEY QUOTE:   “Deferred taxes are dollars you can reinvest — and that’s how portfolios grow faster."    ABOUT THE WESTSIDE INVESTORS NETWORK      The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.      The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.       #1031Exchange #Reverse1031 #RealEstateInvesting #RealEstateInvestor #TaxStrategy #RealEstateTaxBenefits #RealEstatePortfolio #InvestmentProperty #ReverseExchange #CashFlowRealEstate #PassiveIncome #WealthBuilding #BuildWealth #ScaleYourPortfolio #RealEstateEducation #RentalPropertyInvesting #LongTermInvesting #WealthStrategy #GenerationalWealth #AssetProtection #TaxDeferral #PropertyInvesting #RealEstateTips #InvestorMindset #FinancialFreedom #RealEstateTaxes #CostSegregation #BonusDepreciation #SmartInvesting #RealEstateGrowth      CONNECT WITH SCOTT:  LinkedIn: https://www.linkedin.com/in/scott-r-saunders-6278273          CONNECT WITH US      For more information about investing with AJ and Chris:   · Uptown Syndication | https://www.uptownsyndication.com/   · LinkedIn | https://www.linkedin.com/company/71673294/admin/     For information on Portland Property Management:   · Uptown Properties | http://www.uptownpm.com   · Youtube | @UptownProperties      Westside Investors Network   · Website | https://www.westsideinvestorsnetwork.com/   · Twitter | https://twitter.com/WIN_pdx   · Instagram | @westsideinvestorsnetwork   · LinkedIn | https://www.linkedin.com/groups/13949165/   · Facebook | @WestsideInvestorsNetwork   · Tiktok| @WestsideInvestorsNetwork   · Youtube | @WestsideInvestorsNetwork

    35 min
  7. 173. Drop & Swap Explained: How Syndicators Handle 1031 Exchange with Dugan Kelley

    10/15/2025

    173. Drop & Swap Explained: How Syndicators Handle 1031 Exchange with Dugan Kelley

    Check the episode transcript here ABOUT DUGAN KELLEY Dugan P. Kelley co-founded Kelley Clarke, PC, to provide big-firm expertise locally. The firm operates nationally and specializes in securities and real estate. Mr. Kelley, who chairs the firm’s related practice groups, has facilitated real estate transactions over $2 billion. His experience spans 20 years in trial and litigation. Additionally, he served as an adjunct law professor and has been recognized as a “Super Lawyer Rising Star.” Mr. Kelley is also a best-selling author and active in non-profit work, including efforts against human trafficking. He lives with his wife, Michelle, and their three sons, participating actively in their church and community.    THIS TOPIC IN A NUTSHELL:  Dugan’s Journey to Real Estate Understanding 1031 Exchanges Drop & Swap Explained Tenant in Common (TIC) structures  Qualified Intermediaries & Safe Harbor Integrating TICs into Syndications Seasoning Requirements & Best Practices Handling Investor Exits & Boot  Fees and Sponsor Compensation Entity Structures & Disregarded Entities Transfers, Conveyance & Operating Accounts Final Takeaways from Dugan      KEY QUOTE:  “Remember: a 1031 exchange is a tax deferral, not a tax waiver.”     ABOUT THE WESTSIDE INVESTORS NETWORK     The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.       The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.       #1031Exchange #RealEstateSyndication #RealEstateInvesting #CREInvestor #TaxDeferral #CommercialRealEstate #InvestmentStrategy #WealthBuilding #PassiveIncome #FinancialFreedom #TaxStrategy #RealEstatePortfolio #MultifamilyInvesting #AssetProtection #WealthStrategy #SmartInvesting #LongTermWealth #BuildWealth #CashFlowRealEstate #RealEstateEducation #RecessionProof #EconomicResilience #InvestorEducation #GenerationalWealth #RealEstateTaxBenefits #RealEstateInvestorTips #CapitalGainsTax #InvestorMindset #SyndicationStrategy #EntrepreneurMindset   CONNECT WITH DUGAN: Website: https://kelleyclarkelaw.com LinkedIn: https://www.linkedin.com/company/kelleyclarkelaw/  IG: https://www.instagram.com/kelleyclarkelaw  FB: https://www.facebook.com/kelleyclarkelaw  YT: https://www.youtube.com/@KelleyClarkeLaw      CONNECT WITH US     For more information about investing with AJ and Chris:   ·    Uptown Syndication | https://www.uptownsyndication.com/   ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/     For information on Portland Property Management:   ·    Uptown Properties | http://www.uptownpm.com   ·    Youtube | @UptownProperties       Westside Investors Network   ·    Website | https://www.westsideinvestorsnetwork.com/   ·    Twitter | https://twitter.com/WIN_pdx   ·    Instagram | @westsideinvestorsnetwork   ·    LinkedIn | https://www.linkedin.com/groups/13949165/   ·    Facebook | @WestsideInvestorsNetwork   ·    Tiktok| @WestsideInvestorsNetwork   ·    Youtube | @WestsideInvestorsNetwork

    52 min
  8. 172. Mitigating Risk in Real Estate & Private Equity with Brad Johnson

    08/06/2025

    172. Mitigating Risk in Real Estate & Private Equity with Brad Johnson

    Check the episode transcript here ABOUT BRAD JOHNSON Brad is the Founder and CIO of Evergreen Capital. Brad has 20 years of experience investing in both traditional and alternative asset classes with a primary focus on high-cash-flowing assets. Brad is also a Partner of Vintage Capital, which focuses primarily on mobile home park investments. Previously, Brad worked as a real estate private equity operator. Early in his career, Brad worked at Wells Fargo's real estate investment bank and held various investment positions with private equity firms. Brad has closed over $3.3 billion in commercial real estate acquisitions over the course of his career.      THIS TOPIC IN A NUTSHELL:  From investment banking to private equity Becoming an owner/operator  Manufactured housing as a niche  Advantages & Resilience of Affordable Housing  Operational Challenges of Managing Underperforming Parks Having the right market, occupancy levels, and management team Evergreen Capital’s three primary verticals Shift Toward Debt Investments Minimizing downside risk vs. chasing 10x returns Long-term compounding and Short-term capital gains  Open-ended investment structures  Connect with Brad     KEY QUOTE:  “Real estate isn’t about hitting home runs. It’s about consistently hitting doubles while protecting your downside.”     ABOUT THE WESTSIDE INVESTORS NETWORK     The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.       The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.     #ManufacturedHousing #AffordableHousingCrisis #RealEstateInvesting #PrivateEquity #GPStakes #CommercialRealEstateDebt #MobileHomeParks #AlternativeInvestments #HardAssets #AssetAllocation #InvestmentBanking #CashFlowInvestments #RiskAdjustedReturns #LongTermHold #TaxEfficientInvesting #EvergreenCapital #DebtInvesting #RealEstatePortfolio #LimitedPartner #GPInvestor #PassiveIncome #CashFlowRealEstate #BuildWealth #WealthPreservation #EconomicResilience #RealAssets #CompoundGrowth #FinancialFreedom #LegacyWealth #RecessionResistant     CONNECT WITH BRAD: Website: https://www.evergreencap.com  LinkedIn: https://www.linkedin.com/in/bradleyjohnson  Interested in Mobile Home Parks? Check this out: https://vintage-funds.com        CONNECT WITH US     For more information about investing with AJ and Chris:   ·    Uptown Syndication | https://www.uptownsyndication.com/   ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/     For information on Portland Property Management:   ·    Uptown Properties | http://www.uptownpm.com   ·    Youtube | @UptownProperties       Westside Investors Network   ·    Website | https://www.westsideinvestorsnetwork.com/   ·    Twitter | https://twitter.com/WIN_pdx   ·    Instagram | @westsideinvestorsnetwork   ·    LinkedIn | https://www.linkedin.com/groups/13949165/   ·    Facebook | @WestsideInvestorsNetwork   ·    Tiktok| @WestsideInvestorsNetwork   ·    Youtube | @WestsideInvestorsNetwork

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Welcome to the West Side Investors Network, WIN, your community of investing knowledge for growth. This is the Real Estate Professionals Investing Podcast. For Real Estate Professionals by Real Estate Professionals. This show is focused on the next step in your career....... investing.

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