Multifamily Insights John Casmon

Brian Head is the Founder of Head Start Equity, a real estate private equity firm that provides passive investment opportunities in primarily value-add multifamily properties. Brian has 20+ years of experience investing in real estate and is currently invested both passively and actively in 1,994 total units across 19 different properties with an aggregate value at closing of $338M. He earned his BBA degree in Finance from the University of Texas at San Antonio and worked in the financial services industry for 25 years, 10 of which were as a licensed investment advisor and stockbroker.
In our conversation with Brian we talked about what triggered his journey into multifamily, shortcutting the learning curve getting in, real estate vs. stocks and his new fund offering diversification.
 
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A Diversified Plan
00:00 A journey from single family to multifamily;
08:08 Shortcut the learning curve getting into multifamily;
13:42 Real estate VS. Stocks;
17:43 A new fund offering diversification;.
 
 
23:21 Round of Insights
Apparent Failure: Losing money on a deal
Digital Resource: ActiveCampaign
Most Recommended Book: The Millionaire Real Estate Investor
Daily Habit: Time blocking
#1 Insight for Multifamily Investing:  Invest in deals with folks that have gone full cycle.
Best Place to Grab a Bite in San Antonio: Bliss
  
Contact Brian:
To reach out you can email Brian directly. To learn more go to headstartequity.com. You can also find him on LinkedIn.
 
 
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Joe Harriman joined CTC in April 2006 as Operations Manager and Head of Investor Relations for CTC Alternative Strategies, Ltd. Prior to CTC, he spent several years in Institutional Client Services at Calyon Financial, and the Chicago Board of Trade. Since 2006 at CTC, he managed the operations of a multi-strategy proprietary trading company focused on global trading in equities, fixed income, and various derivatives. From 2017 to present, he served as COO of the Manager. In this capacity, he successfully formed two real estate funds acquiring over $500 million in multi-family real estate. 
Mark Purtell joined CTC in June 2001 as a trading assistant and worked on the trading side of CTC until transitioning to Head of Real Estate Acquisitions and Development in 2020.  He split his time between trading and real estate with CTC since 2018. He expanded the network of operators to increase deal flow. He created the proprietary real estate model and is responsible for tracking existing deals in the portfolio and assisting in quarterly reporting. Since 2002, he has been active in the Chicago market for his own account with a focus on multifamily investments. He received a B.S in Finance from the University of Illinois in 2001. He holds Series 4, 7, 24 and 57 licenses.
In our conversation with Joe and Mark we talked about their company “CTC Wealth Management”, the co-gp model, what to look for in a deal, how to prepare yourself for the future based on the economic changes, pref equity, and how to approach your deal structures.

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Wealth Management
00:00 CTC Wealth Management | The Co-GP model;
06:31 What to look for in a deal and an operator to partner up with;
08:19 How to prepare yourself for the future based on the economic changes;
10:18 Pref equity;
14:27 How to approach your deal structures;
16:47 The fear of losing control & protecting yourself as an operator;
21:52 Key decisions - expectations.
 
 
23:54 Round of Insights
Apparent Failure: Having longer-term debt in projects
Digital Resource: Excel
Most Recommended Book: Life 3.0
Daily Habit: Daily meetings
#1 Insight for deciding which multifamily deals to invest in:  Find the project that works for you.
Best Place to Grab a Bite in Chicago:  Pequod's Pizza and Portillo's  
 
Contact Mark & Joe:
To learn more go to ctcwealthmanagement.com
 
 
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Kelsey Holshouser is co-founder and COO of Amperage Capital, an infrastructure investor and operator, focused on addressing electric vehicle charging solutions in apartment communities. In this role, she is responsible for crafting the customer experience for drivers, overseeing all construction projects, and ensuring the Amperage Capital owned infrastructure is up and running.
In our conversation with Kelsey, we discussed the future of EV chargers, why it’s a win-win for the apartment owner to implement an EV charger station, and the costs involved.
 
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EV Chargers & Multifamily
00:00 EV chargers and multifamily;
11:18 A win win for the apartment owner and the downsides;
16:01 What retrofitting an entire parking garage with EV charger stations costs;
17:23 The future of EV chargers;
26:12 The cost of a single EV charger station in a single unit;
 
 
28:42 Round of Insights
Apparent Failure: Not getting into Harvard or Stanford.
Digital Resource: ChatGPT
Most Recommended Book: Measure What Matters
Daily Habit: Exercising
#1 Insight for EV Investing: Velvet Taco
Best Place to Grab a Bite in South Lake, Texas: Joe’s Barbeque
  
Contact Kelsey:
To learn more go to amperagecapital.com
 
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Justin Moy helps career-driven individuals who have tapped out their earning potential reach their next realm of possibility without taking on more hours or responsibility. His company Realm Venture Group knows every investor personally and hosts prestigious quarterly events. With passive income and tax advantages, Realm Investors win by living a more fulfilling life sooner.
In our conversation with Justin we talked about his transition from being a broker to syndications, his first 40-unit syndication deal, how to deal with conflicting feedback, owning vs. investing, and passive investing strategies for investors.


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Passive Investing & Syndications
00:00 Justin talks about his background;
04:14 A transition - brokerage to apartment syndications;
06:06 The first deal - everything you need to know;
11:06 How to deal with conflicting feedback as an investor;
15:06 He talks about his business;
16:54 Owning Vs. Investing;
21:36 Passive investing strategies for investors;
23:58 How to avoid some of the mistakes as an investor;
 
 
26:47 Round of Insights
Apparent Failure: His first deal.
Digital Resource: Asana
Most Recommended Book: Limitless
Daily Habit: Affirmations and meditation
#1 Insight for Multifamily Investing: Get in the game
Best Place to Grab a Bite in KC Area: Peanut
  
Contact Justin:
Click here to download “The Definitive Guide To Passive Real Estate Strategies”
 
 
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Johnny Wolff, Founder & CEO of HomeRoom Coliving, is elevating the home-sharing concept to a new level. He loves to discuss why he switched careers from financial analyst to full-time real estate investor and how his startup exploded despite the global pandemic.  Johnny also provides details on why coliving properties provide an excellent opportunity for substantial passive wealth in 2022, strategies for identifying properties that have above-average returns, and why coliving is the future of living for Gen Z.
In our conversation with Johnny, we talked about investing in coliving properties, regulations that you need to know, how the business model works, team building and what to expect.
 
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Coliving Properties
00:00 HomeRoom (Coliving) ~ a different approach to single family investing;
04:49 Regulations you need to know;
08:54 How to navigate through hurdles with tenants;
10:33 The business model - scaling and operations in co-living investing;
13:01 Being selective when building your team;
16:17 What to expect when investing in co-living properties;
 
21:09 Round of Insights
Apparent Failure: Not hiring slow.
Digital Resource: Latchel
Most Recommended Book: The 50th Law
Daily Habit: Affirmations and meditation
#1 Insight for Multifamily Investing: Get in the game
Best Place to Grab a Bite in Kansas City: Joe’s Barbeque
  
Contact Johnny:
To learn more go to livehomeroom.com
 
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Cole Farrell is the founder and CEO of Volcan Capital. He owns a portfolio of real estate in Pennsylvania. He is the host of the “Multifamily Mastery Meetup”, a local multifamily real estate investment association in the Lehigh Valley. Cole has earned a bachelor’s degree in finance as well as a master’s degree in Administration from Gwynedd Mercy University. He is a licensed real estate agent in Pennsylvania and used to be a professional property manager. 
In our conversation with Cole, we delved into his notable investment journey, which he embarked upon at the young age of 18. Our exchange encompassed a diverse range of topics, including the critical role of trust, the value of networking through meetups, his first syndication process, and a recent deal he sealed with finesse.


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A Remarkable Investment Journey
00:00 How Cole got into real estate at a very young age;
07:58 How to earn trust in real estate investing;
10:04 Wholetail real estate investing;
13:49 Meetups and networking;
18:48 The first syndication process - Hurdles & Connections;
24:37 What a killer deal sounds like;

26:47 Round of Insights
Apparent Failure: His first duplex.
Digital Resource: Trello
Most Recommended Book: Vivid Vision
Daily Habit: Mini tasks
#1 Insight for Multifamily Investing: Persevere.
Best Place to Grab a Bite in Lehigh Valley: Applebees
  
Contact Cole:
To learn more go to volcancapital.com. Click here to learn more about the Multifamily Mastery Meetup.
 
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.