The REsimpli Podcast REsimpli

In this episode of the REsimpli podcast, host Sharad Mehta welcomes Jonathan Cattani, a seasoned expert in capital raising and investor relations, joining from Salt Lake City. With 17 years of experience and a background in stockbroking, Jonathan delves into the intricacies of private equity real estate and syndications, including his work with Caetani Capital Group. He explains the nuances of working with high-net-worth individuals, structuring investments, and the importance of building trust with investors.
Jonathan shares his journey from stockbroking to real estate, emphasizing the transition from transactional investments like fix-and-flips to more substantial deals in multifamily properties and other areas. He outlines the process of raising capital, the dynamics between general and limited partners, and the legal aspects of forming investment entities. The conversation also covers the challenges and strategies of scaling in the industry, especially in a changing economic landscape. Jonathan’s approach to education, transparency, and the value of relationships in investment opportunities shines through, providing listeners with a comprehensive understanding of the complexities and rewards of capital raising in real estate.
 
 
 

In this episode of the REsimpli Podcast, host Sharad Mehta explores the multifaceted world of real estate investing with Jonathan Greene, whose diverse background enriches his unique approach to the industry. Drawing from experiences as varied as being a trial attorney to an art professional, Jonathan advocates for a mindful and ethical approach to real estate, emphasizing the importance of self-awareness and personal growth. He challenges conventional investment tactics, promoting transparency, honesty, and the cultivation of genuine relationships with sellers to achieve mutually beneficial outcomes. His innovative strategies, like the Concerned Citizen letter and a compassionate handling of pre-foreclosure situations, underscore his commitment to ethical practices and the power of collaboration in fostering a more connected real estate community.
Jonathan's insights extend beyond mere transactional advice, offering a holistic view of real estate investing that prioritizes long-term relationship building over quick profits. His discussion with Sharad Mehta reveals how a mindful approach can lead to both personal fulfillment and financial success, resonating with investors at all levels of experience. The episode not only highlights actionable investment strategies but also delves into Jonathan's personal life, showcasing his passion for meditation and nature. His recommendation of "The Wealthy Gardener" further reflects his investment philosophy, providing listeners with a resource to explore the depth of mindful investing. Jonathan's narrative transcends the typical success story, presenting a journey of ethical investing and the profound impact of approaching real estate with empathy and a conscious mindset.

In this episode of the REsimpli Podcast, host Sharad Mehta engages with Dani Beit-Or, who shares his fascinating journey from Israel to becoming a significant figure in the U.S. real estate market. With a background in engineering and a desire for a stable investment platform, Dani was attracted to real estate for its superior risk-reward balance compared to the unpredictable stock market. His initial venture into real estate involved purchasing a rental property in Phoenix, Arizona, sight unseen, showcasing his deep commitment to and belief in the potential of real estate investment.
The discussion also explores the challenges and learning opportunities presented by the 2008 financial crisis, which led Dani to refine his investment strategies and client service approach. Dani's methodical criteria for market selection, focusing on factors like metro size, migration trends, and landlord-friendly laws, illustrate his thorough and strategic approach to investment. The episode wraps up with personal insights from Dani, including his leisure activities, influential reads, and a thought-provoking hypothetical dialogue with Ben Gurion, underscoring Dani's multifaceted persona and his profound impact on the real estate sector.

In this dynamic episode of the REsimpli Podcast, host Sharad Mehta dives deep into the world of real estate investment with Tony and Dakota, the dynamic duo behind one of Fort Wayne, Indiana's most influential property investment firms.
With a friendship rooted in their shared past and a business built from the ground up, Tony and Dakota share their journey from humble beginnings to becoming the largest single-family home buyers in their region. This episode uncovers the challenges and triumphs of scaling a business, the importance of systems and processes, and the duo's unique approach to marketing and team building in today's ever-evolving real estate market. Join us as Tony and Dakota open up about their personal growth, business strategies, and the lessons learned along the way, offering invaluable insights for both seasoned and aspiring real estate investors.
 

In this episode of the REsimpli podcast, host Sharad Mehta welcomes Nathan Payne, a seasoned real estate professional from Salt Lake City, Utah. Nathan shares his journey from having no real estate knowledge to mastering the art of wholesaling and creating a successful business model based on reverse wholesaling. Despite not always finding buyers first, Nathan has built strong relationships with buyers and provides them with deals, keeping his team small and overhead low for maximum profit retention.
Nathan's real estate venture began in May 2018, starting with door-to-door sales before transitioning into real estate with a college roommate. Initially juggling door-to-door sales and real estate, Nathan eventually focused solely on real estate, embracing the challenges and learning from experiences such as his first problematic deal.
Transitioning from traditional wholesaling, Nathan discusses his current approach, "painless flipping," which involves working closely with buyers to ensure deals are viable before proceeding. This method helps avoid the emotional and financial toll of canceling contracts and ensures deals are beneficial for all parties involved. Nathan's approach to real estate investment offers valuable insights for both novice and experienced investors seeking to optimize their deal flow and build sustainable, profitable businesses. 
 

In this episode of the REsimpli Podcast, Sharad welcomes G. Brian Davis, a seasoned real estate investor and co-founder of Spark Rental. Broadcasting from the vibrant city of Lima, Peru, Brian shares his intriguing journey from a fresh college graduate to becoming a pioneer in passive real estate investing.
With a backdrop of diverse global living experiences, from Abu Dhabi to Brazil, Brian offers a unique perspective on real estate investment, particularly for those looking to invest from overseas. He delves into the initial challenges and eventual successes in the industry, emphasizing the transition from active to passive investing through real estate syndications.
The discussion covers the nuts and bolts of joining an investment club, the process of vetting deals and sponsors, and the potential returns and risks involved in passive real estate investments. Brian's personal anecdotes, combined with practical advice, make this episode a must-listen for anyone interested in diversifying their investment portfolio with real estate without the need to manage properties directly.