REady2Scale - Real Estate Investing

Blue Lake Capital
REady2Scale - Real Estate Investing

Welcome to Season 7 of REady2Scale, the go-to podcast for real estate investors, with a special emphasis on multifamily investing. In this podcast, we explore the dynamic landscape of various investment strategies, from real estate to farmland and more, offering you insights, strategies, and stories to enhance your agility and foresight in the market. Each episode is designed to empower you, whether you're a seasoned investor or just starting out. From analyzing market shifts to uncovering investment opportunities, and from risk management to portfolio diversification, we cover a spectrum of topics that resonate with anyone keen on building wealth through smart investing. Tune in to transform your approach to investing and start moving with the market, not against it. REady2Scale is sponsored by Blue Lake Capital. To learn more and join us in our multifamily investments, visit: www.bluelake-capital.com.

  1. 3 DAYS AGO

    How to Build Financial Independence (Beyond the 9-to-5 Grind)

    Are you ready to leave the 9-to-5 grind and gain financial freedom through real estate? In this episode, Jeannette Friedrich sits down with Ed Mathews, President of Clark Street Capital, to explore how he transitioned from a high-pressure executive role to full-time real estate investor. Ed shares his approach to building a resilient real estate portfolio, navigating uncertain markets, and leveraging development opportunities for long-term wealth. Key Takeaways: -The Journey to Financial Independence: Ed’s path from corporate life to real estate investing and how he created a steady cash flow that eventually replaced his traditional income. -Why Development Projects Matter Now: Discover why Ed is focusing on long-term development opportunities and the advantages of holding assets in today’s unpredictable market. -Lessons from Market Challenges: How to approach acquisitions in a high-interest rate environment and why patience and strategy are key when property pricing doesn’t align with financing. -Essential Tools for Real Estate Success: Learn about Ed’s go-to resources—from investor portals to operational systems—that help him streamline his business and manage investments. -Navigating Risk in Uncertain Times: Insight into mitigating risks associated with interest rates, insurance, and local regulations to build a sustainable portfolio. This episode offers valuable strategies and insights for executives and aspiring investors aiming to transition into real estate and create a robust, future-proof investment plan. 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 & the Blue Lake 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. Timestamps 00:00 Introduction and Guest Welcome 00:26 Ed Matthews' Background and Career Journey 01:51 Marketing Strategies for C-Level Executives 08:34 Effective Tools for Real Estate Investors 12:49 Challenges and Opportunities in Real Estate 26:45 Lightning Round and Closing Thoughts Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose Learn more about your ad choices. Visit megaphone.fm/adchoices

    35 min
  2. 4 DAYS AGO

    How to Have a “World Series” Mindset (in Real Estate Investing)

    What can baseball teach us about real estate investing? In this episode of REady2Scale, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, draws parallels between America’s pastime and multifamily real estate investing, sharing key principles that can lead to a winning strategy. Whether you’re an experienced investor or just starting, this episode offers practical insights to enhance your approach. Key Takeaways: -Building a Winning Team: Learn why selecting the right sponsor and assessing their support team is essential in real estate investing. -Analyzing the Competition: Discover how thorough market and competitor analysis can inform stronger, data-backed investment decisions. -Making Calculated Risks: Understand the value of calculated risk-taking, whether it’s exploring new markets or adding value through strategic property upgrades. -Exercising Endurance and Patience: See how both baseball and real estate require a long-term commitment to achieve the best outcomes. -Balancing Wins and Losses: Embrace a mindset that accepts both successes and setbacks as part of the journey to investment growth. Tune in to gain insights into adopting a "World Series" mindset for your real estate investments, transforming how you approach each opportunity. 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 & the Blue Lake 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. Timestamps 00:00 Introduction and World Series Announcement 00:46 Real Estate Investing and Baseball: The Winning Team 01:32 Analyzing the Competition in Real Estate 02:44 Taking Calculated Risks in Real Estate 03:16 Endurance and Patience in Real Estate 03:29 Taking Wins with Losses and Conclusion Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #worldseries #realestate #investing Learn more about your ad choices. Visit megaphone.fm/adchoices

    4 min
  3. OCT 23

    NOI Explained: Why It’s Crucial for Real Estate Investments

    How do you really know if your investments are performing well, especially as a passive investor? In this episode of "REady2Scale," Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, is joined by Stacey Hampton, CEO of Asset NOI Consulting, to break down critical metrics and strategies every passive investor should know. With Stacey’s extensive background in property management and operations, the conversation dives into how to gauge your investments' health and maximize profitability. Key Takeaways: -Understanding NOI: Learn why Net Operating Income (NOI) is a key indicator of a property’s financial health and how it impacts sales price and valuation. -Optimizing Expenses: Discover how managing unit turnover and utility billing can significantly reduce costs and improve NOI. -Creative Income Strategies: Explore ancillary income opportunities like reserved parking, pet-friendly amenities, and EV chargers to boost profits. -Marketing for Impact: Get insights into effective marketing techniques that combine traditional and digital strategies to attract tenants and elevate property reputation. -Owner-Operator Dynamics: Find out how transparent communication between property owners and operators can align goals and improve performance. -Real Estate Turnaround Success: Hear about Stacey’s experience with a challenging property and how she led a successful transformation through focused improvements. This episode is a must-listen for passive investors and property owners looking to sharpen their understanding of performance metrics and income-boosting strategies. 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 & the Blue Lake 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. Timestamps: 00:00 Introduction and Guest Introduction 01:14 Understanding Key Investment Metrics 03:19 Strategies for Optimizing NOI 14:16 Elevating the Neighborhood: Resident Experiences and Marketing Insights 14:42 Old School vs. Contemporary Marketing Strategies 18:09 Navigating Owner-Operator Relationships and Motivating Teams Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose Learn more about your ad choices. Visit megaphone.fm/adchoices

    29 min
  4. OCT 22

    High Returns vs. Capital Preservation (What’s Better?)

    Are you chasing high returns at the expense of protecting your capital? Or is there a smarter way to balance both? In this episode, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, shares insights on the delicate balance between pursuing high returns and ensuring capital preservation. Drawing from years of experience and real-world examples, Jeannette provides practical advice for investors on how to grow wealth without taking unnecessary risks. Key Takeaways: -Understanding the Temptation of High Returns: Why high returns come with high risks, and what you need to ask before diving into such investments. -Capital Preservation Defined: The importance of protecting your initial investment and how it plays a key role in building long-term wealth. -Risks of Chasing High Returns: Common mistakes investors make, including ignoring unrealistic expectations and assumptions in underwriting. -Benefits of Capital Preservation: Why conservative, stable investments tend to perform better in uncertain markets and help grow wealth steadily over time. -Balancing High Returns and Capital Preservation: How to diversify your investments to enjoy the best of both worlds—risk-taking for higher rewards and safeguarding wealth through preservation strategies. -The Importance of Due Diligence: Why examining a sponsor’s track record and the investment’s exit strategy is crucial before making any financial commitments. Tune in to learn how to navigate the fine line between risk and reward, and set yourself up for long-term financial success! 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 & the Blue Lake 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. Timestamps 00:00 Introduction: Returns vs. Capital Preservation 00:29 The Temptation of High Returns 01:25 Understanding Capital Preservation 02:01 Risks of Chasing High Returns 04:33 Balancing High Returns and Capital Preservation 08:46 Conclusion and Investment Tips Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #investing #capitalpreservation #realestateinvesting Learn more about your ad choices. Visit megaphone.fm/adchoices

    10 min
  5. OCT 16

    Retail Real Estate: Risks, Rewards, & New Opportunities

    What’s the difference between developing new retail properties and managing existing ones? And what’s the state of the retail market today? These are just a few of the questions we explore in this episode of the REady2Scale podcast with special guest Garrett Bedrin, a third-generation real estate sponsor/operator. Garrett shares valuable insights from his experiences managing a vast portfolio that includes shopping centers and mixed-use developments. This episode covers crucial aspects of retail, including its resurgence, the risks of development, and strategies for long-term success.  Key Takeaways:  -Retail’s Comeback: Learn why the retail sector is thriving post-COVID and how the demand for social experiences is reshaping shopping centers. -Development vs. Existing Assets: Understand the key differences in risk, returns, and strategies when developing new retail properties versus acquiring existing assets. -Entitlement Risk in Development: Discover how delays in local approvals and unforeseen issues with the land can significantly impact retail development projects. -Anchor Tenants and Financing: Explore why securing a major tenant like a grocery store is essential for obtaining project financing, but not necessarily a source of significant profit. -Navigating the Unknowns of Development: Hear real-world examples of the unexpected challenges that can arise during a retail development project, from environmental issues to community pushback. -Retail Evolution: Learn how retail properties are shifting to focus on experiences, including wellness centers, entertainment venues, and unique social spaces, as traditional department stores decline. This episode offers invaluable lessons for anyone interested in retail real estate investment, development, or simply understanding the changing dynamics of the sector. 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 & the Blue Lake 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. Where to Contact Garrett Bedrin: Interested in learning more from Garrett or discussing potential opportunities? You can reach him through the following channels: Instagram: @GarrettGram for personal updates and insights. LinkedIn: Connect with Garrett on LinkedIn to discuss real estate, retail trends, or any other business inquiries. Just search for Garrett Bedrin on LinkedIn. Timestamps 00:00 Introduction and Guest Welcome 01:46 The State of Retail: Past, Present, and Future 05:04 Development vs. Standing Assets: Risks and Rewards 22:26 The Essence of Real Estate and Inspirational Speaking 23:19 Future Market Potential and Investment Strategies 32:46 Retail Evolution and Personal Insights Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #investing #retail Learn more about your ad choices. Visit megaphone.fm/adchoices

    48 min
  6. OCT 15

    5 Questions To Ask Yourself Before Investing In 2025

    Are You Asking the Right Questions for Your 2025 Investments? In this episode of REady2Scale, Director of Investor Relations Jeannette Friedrich discusses five critical questions multifamily investors should consider as they plan for 2025. Using data from Blue Lake Capital’s newly released 2025 Multifamily Outlook Report, she provides insights to help you navigate upcoming trends and maximize your investment strategy. Tune in to stay ahead of the market and make informed decisions. Key Takeaways: -Which cities are most likely to see rent increases? -Why is construction slowing down, and how can you take advantage of it? -How will job growth impact rental demand in 2025? -What does the end of the construction surge mean for multifamily investors? -Are you investing in the regions with the highest renter demand? For more detailed insights, download the full 2025 Multifamily Outlook Report at bluelakecapital.com. 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 & the Blue Lake 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. Timestamps 00:00 Introduction to Investment Decisions in 2025 00:24 Unveiling the 2025 Multifamily Outlook Report 01:07 Key Market Trends: Rent Increases and Construction Slowdown 02:56 Job Growth and Its Impact on Rental Demand 04:42 Strategic Investment Opportunities in Multifamily Markets 05:24 Conclusion and Future Insights Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #investing #realestate #multifamilyinvesting Learn more about your ad choices. Visit megaphone.fm/adchoices

    6 min
  7. OCT 9

    How to Replace Your 9-to-5 with Real Estate Investing

    Have you ever wondered how to transition from a 9-to-5 job to full-time real estate investing? In this episode of REady2Scale, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, interviews Vessi Kapoulian, Managing Partner of DBA Capital Group. Vessi shares her incredible journey from growing up behind the Iron Curtain to achieving financial independence through real estate, leaving her corporate job, and building a successful investment firm. If you're curious about how to break free from the traditional career path and build wealth through real estate, this episode is packed with actionable insights. Key Takeaways: -Overcoming adversity: Learn how growing up in a fiscally conservative household in Bulgaria during a time of economic crisis shaped Vessi’s approach to financial responsibility and investing. -Real estate as a path to freedom: Discover why Vessi chose real estate over the stock market as a tangible, transparent, and controllable investment vehicle. -The importance of education and planning: Vessi’s journey began with small, calculated steps. Hear how her methodical approach—educating herself, planning, and gradually growing her portfolio—paved the way for her successful transition. -Cash flow and financial independence: Vessi explains why creating multiple streams of cash flow through real estate is essential for building security and freedom from the W2 grind. -The realities of entrepreneurship: Get a realistic view of the challenges of leaving a corporate job, from budgeting to managing fluctuating cash flow, and how to stay resilient during tough times. -Advice for aspiring investors: Practical tips for women, immigrants, and anyone seeking to break into the real estate industry. Tune in to hear how Vessi Kapoulian achieved her version of the American Dream and how you can take steps to follow in her footsteps. 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 & the Blue Lake 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. If you’d like to connect with Vessi Kapoulian or learn more about her real estate journey, here’s how you can reach her: Website: Visit her website at dbacapitalgroup.com for more information on her services, educational resources, and to schedule a call. Timestamps 00:00 Introduction to Real Estate Dreams 01:27 Vessi's Journey from Bulgaria to the US 05:50 Discovering Real Estate as a Career 09:07 Building a Real Estate Business 15:03 Challenges and Triumphs of Transitioning 20:12 Empowering Women in Real Estate Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #investing #entrepreneurship #multifamily Learn more about your ad choices. Visit megaphone.fm/adchoices

    28 min
  8. OCT 8

    How 2 Women Built a $1 BILLION Empire (and How You Can Too)

    Have you ever wondered what it takes to grow a real estate portfolio on a massive scale? In this episode of REady2Scale, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, shares the remarkable journey of how two women—Ellie Perlman and a partner —acquired nearly $1 billion worth of real estate. You’ll learn actionable strategies that you can use to grow your business, build wealth, and secure large-scale investments. Key Takeaways: -Reverse-engineering success: Learn how Ellie started by envisioning her 10-year goals and worked backward to create a strategic business plan. -Establishing a solid foundation: Discover the importance of setting up legal and financial structures early, even before your business starts to grow. -Building relationships with investors: Understand how networking with accredited investors and family offices plays a key role in raising capital for large deals. -The power of syndication: See how combining resources from individual investors and family offices leads to big acquisitions and shared responsibilities. -The distinction between syndication and crowdfunding: Find out why syndications provide more trust and security compared to crowdfunding platforms. -Creating scalable wealth through multifamily investments: Learn how multifamily properties provide stability and wealth-building opportunities through economies of scale. -Leveraging tax benefits with a 1031 exchange: Discover how to defer taxes and reinvest profits, growing wealth over time through this powerful tool. This episode offers valuable insights for anyone serious about growing a real estate portfolio or scaling their business efficiently. Tune in to hear practical tips and inspiring stories on achieving audacious goals in real estate. 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 & the Blue Lake 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. Timestamps 00:00 Introduction to Audacious Goals 00:24 The Journey of Blue Lake Capital 01:13 Building a Business from Scratch 03:21 Mastering Real Estate Investments 06:03 Understanding Syndication vs Crowdfunding 07:54 Creating Generational Wealth Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #realestate #multifamily #investing Learn more about your ad choices. Visit megaphone.fm/adchoices

    10 min
4.9
out of 5
80 Ratings

About

Welcome to Season 7 of REady2Scale, the go-to podcast for real estate investors, with a special emphasis on multifamily investing. In this podcast, we explore the dynamic landscape of various investment strategies, from real estate to farmland and more, offering you insights, strategies, and stories to enhance your agility and foresight in the market. Each episode is designed to empower you, whether you're a seasoned investor or just starting out. From analyzing market shifts to uncovering investment opportunities, and from risk management to portfolio diversification, we cover a spectrum of topics that resonate with anyone keen on building wealth through smart investing. Tune in to transform your approach to investing and start moving with the market, not against it. REady2Scale is sponsored by Blue Lake Capital. To learn more and join us in our multifamily investments, visit: www.bluelake-capital.com.

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