
118 episodes

Westside Investors Network AJ and Chris Shepard
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- Business
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5.0 • 107 Ratings
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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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118. Mastering the Art of Salesmanship - The Key to Captivating Investors with Sal Buscemi
ABOUT SAL BUSCEMI
Sal Buscemi is the CEO and Co-Founding Partner of HRN LLC, a private multi-family investment office, as well as the CEO of Dandrew Partners Capital Management. He also serves as the Managing Partner for several other direct investment vehicles, spanning multiple asset classes in commercial real estate and credit, fine art private credit facilities, special situations, and well-performing life sciences investments, among others.
As an author, Mr. Buscemi has penned several books on fund management and real estate private lending. A frequent speaker and guest lecturer on real estate finance, Mr. Buscemi has written numerous articles on the topic of real estate and private equity finance in various publications. Mr. Buscemi is a graduate of Fordham University and currently resides in Miami, Florida.
THIS TOPIC IN A NUTSHELL: How Sal started from Wallstreet to Main StreetLearning the basics of Capital raising Collaboration with Life sciencesHow to vet your business partnersRaising fund worth 30 million at age 29The second rule of real estateInvestment strategy for fundraisingThe biggest takeaway of raising capital amidst the turmoilExpanding skillsets and salesmanshipWhat should an investor do in this current economic market?About Sal's books – Raising Real MoneyWhat investors are really looking for?How to fact-check and do your due diligence His take on the real estate market in the next few monthsInteractivity is the new currencyWhat’s the best way to get started in real estate?
KEY QUOTE:
“We are very protective of our track record because that's all you have at the end of the day. You're only as good as your last show in Vegas.”
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 professional 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 #Acquisition #RaisingCapital #FundRaising #Syndication #InvestmentStrategy #ValueAddModel #FundManager #RaisingRealMoney #author #AssetManagement #TrackRecord #Salesmanship #sales #Sponsors #Syndicator #GeneralPartner #Entrepreneur #Investment #Multifamily #CapitalCall #LifeSciences #InvestingLegacy #BuildingWealth #CashFlow #PassiveWealth #FinancialFreedom #NewEpisode #podcasting #JointheWINpod #WestsideInvestorsNetwork
CONNECT WITH SAL BUSCEMI:
LinkedIn: https://www.linkedin.com/in/salvatore-buscemi
Twitter: https://twitter.com/SMBuscemi
Instagram: https://www.instagram.com/salvatorembuscemi
Facebook: https://www.facebook.com/salvatore.buscemi.589
Amazon: https://www.amazon.com/stores/Salvatore-M.-Buscemi/author/B00O5IHPTC?ref=ap_rdr&store_ref=ap_rdr&isDramIntegrated=true&shoppingPortalEnabled=true
Get your free audible book here! Raisingrealmoney.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
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117. From RN to ROI - How This Nurse Built a Real Estate Portfolio with Stacey Stegenga
ABOUT STACEY STEGENGA
Born and raised in a small town in Michigan, Stacey joined the Air Force to see the world. After 14 years of living overseas and in multiple different states, Stacey moved to Colorado to settle down closer to family. Despite being a critical care nurse for 11 years, her income was nearly cut in half from relocating. In 2018, she found the book “Set for Life” by Scott Trench and became a devout student, learning as much as she could about real estate investing. Stacey has since acquired 4 duplexes and is a passive investor in a syndication. Stacey’s love for real estate investing stems from supplementing her salary as a full-time nurse. She is passionate about improving healthcare and advocates for legislation to change the harmful work environment that so many healthcare professionals are forced to tolerate.
THIS TOPIC IN A NUTSHELL:
Stacey's career background and journey to real estate
Reading the book - Set for Life
Her WHY of the transition to real estate
How do you remain excited about buying properties after the first deal?
Power of Compounding
About the Duplex Deal in Tampa
Unit mix, description, and how she found the deal
Underwriting, Acquisition, and Negotiation Process
Value-Add projects done
Her biggest pain points in investing
Biggest takeaway
Why she prefers duplexes as an asset
Future projects and diversification of portfolio
Why did you invest as a limited partner?
Her target market for deals
Appreciation vs Cash flow in real estate
Connect with Stacey
KEY QUOTE:
“I have to make changes, in order for me to ever get ahead on a single nurse income. Investing is the only option truly.”
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 professional 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 #Acquisition #PowerOfCompounding #RegisteredNurse #PatientCareToPropertyCare #Appreciation #W2Job #Duplex #Tenants #Landlord #ValueAdd #multifamily #SetForLife #Leases #RentIncrease #Underwriting #Transition #NurseToInvestor #ExtendedListings #Tampa #Appreciation #diversification #OtherPeoplesMoney #PropertyManagers #HealthCare #BuildingWealth #CashFlow #PassiveWealth #FinancialFreedom #NewEpisode #podcasting #JointheWINpod #WestsideInvestorsNetwork
CONNECT WITH STACEY STEGENGA:
Website: https://linktr.ee/investforfreedom
LinkedIn: https://www.linkedin.com/in/stacey-stegenga-655b5358
Instagram: https://www.instagram.com/investforfreedom_rn
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
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116. Deal Deep-Dive: How to Maximize Returns through 1031 Exchange with Greg Lehrmann
ABOUT GREG LEHRMANN
Greg Lehrmann is an attorney who has a B.B.A. with Honors in Accounting from The University of Texas and a J.D. from The University of Texas School of Law. He is a North Texas/Oklahoma Division Manager with Asset Preservation Inc. API, a subsidiary of Stewart Title Company, is a leading national IRC 1031 Qualified Intermediary and has handled over 200,000 exchanges throughout the country.
Mr. Lehrmann has 39 years of experience in commercial and residential real estate law. He dedicates a significant portion of his time to speaking to attorneys, CPAs, escrow officers, real estate agents/brokers, and investors in Texas and Oklahoma on the many ways to improve investment returns through IRC Section 1031. His presentations feature many real-life exchange scenarios to illustrate a wide range of investment and tax strategies.
Mr. Lehrmann and his wife have two sons: Jonathan is an attorney with Wright, Close & Barger in Houston and Gregory is an attorney with The Knight Law Group in Los Angeles.
THIS TOPIC IN A NUTSHELL:
Greg's career background and journey to real estate1031 exchange DefinedWhy it’s better to defer taxesSwap till you DropWhat kind of properties qualify for 1031 exchange?3 Keywords in 1031 exchange that you need to knowLike-kind potential investments to considerIntent when buying real estateHolding period for 1031 exchangeAbout the 60-acre ranch DealProcess of selling the farm and exchange of investmentPassive income from DST shares and mineralsWhat the client is most excited about this deal3 Forms of mailbox money Triple Net Lease propertyDelaware Statutory trust1031 Exchange Fees 1031 exchange process in a wrapWhat does Qualified & Intermediary mean?Connect with Greg
KEY QUOTE:
“It's always better to pay taxes later than today because if you pay later, those dollars are gonna be cheaper. Every year you defer, you make more money.”
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 professional 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 #Acquisition #Leasing #Attorney #RealEstateLaws #1031exchange #CapitalGains #Exchange #CommercialRealEstate #ResidentialRealEstate #TaxStrategies #Intermediary #Qualified #KindLikeInvestments #CapitalGainTax #MailboxMoney #DelawareStatutoryTrust #DeferredTaxes #Minerals #InvestmentReturns #DirtLawyer #AssetPreservation #BuildingWealth #CashFlow #PassiveWealth #FinancialFreedom #NewEpisode #podcasting #JointheWINpod #WestsideInvestorsNetwork
CONNECT WITH GREG LEHRMANN:
Email: greg@apiexchange.com
Website: https://apiexchange.com
LinkedIn: https://www.linkedin.com/in/greg-lehrmann-4031607/ Instagram: https://www.instagram.com/greglehrmann1031
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 -
115. Deal Deep-Dive: Identifying Opportunities on Evergreen Investments with Jeff Toporek
ABOUT JEFF TOPOREK
Jeff is a Founding Partner and a leader in the firm’s investment and asset management platforms. He has an extensive background in principal investing, fund management, asset management, real estate investment banking, and capital markets. Jeff focuses his entrepreneurial energies on creating value from every angle of a transaction, including property operations, leasing, portfolio risk management, and capital markets execution.
He is a recognized expert in managing complicated real estate investments and successfully structuring complex deals. With nearly 30 years of experience, Jeff has completed over $8 billion of acquisitions, direct sales, and financings. He has also managed three principal investment funds and three joint ventures through which he acquired and managed more than $1 billion of office, industrial, retail, and hospitality properties. Jeff earned his B.A. in Organizational Behavior from the University of Michigan.
THIS TOPIC IN A NUTSHELL:
Jeff's career background
About FD StoneWater ventures
Asset Management Defined
Partnership with Tenants
About the Huntsville Deal
Deal structure, location, and team
Ideal types of deals they are looking for
Takeaway from this deal
Underwriting an Evergreen Investment Deal
What do returns look like for this deal?
Landlord-Tenant relations
Financing and Mortgage
Benefits and challenges of Evergreen fund
Dealing with potential expansions and downsides
Connect with Jeff
KEY QUOTE:
“If we help the tenant succeed, the real estate success just comes along with it.”
SUMMARY OF BUSINESS:
FD Stonewater LLC is a boutique real estate investment, asset management, development, and brokerage
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 professional 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 #PrincipalInvesting #AssetManagement #EvergreenInvestments #EvergreenFund #Development #Construction #Expansion #FederalConsulting #SingleTenant #MissionCriticalInvestments #Tenant #Landlord #Huntsville #Alabama #Underwriting #AccreditedInvestors #Institutional #GroundUp #Industrial #ProjectExpansion #Acquisition #Leasing #BuildingWealth #ComplexDeals #CapitalMarkets #CashFlow #PassiveWealth #FinancialFreedom #NewEpisode #podcasting #JointheWINpod #WestsideInvestorsNetwork
CONNECT WITH JEFF TOPOREK:
Email: jtoporek@fdstonewater.com
Website: http://www.fdstonewater.com
LinkedIn: https://www.linkedin.com/in/jeff-toporek-b8846b2b
Instagram: https://www.instagram.com/fdstonewater Facebook: https://www.facebook.com/FDStonewater
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.wests -
114. Ways to get started on Note Investing with Fred Moskowitz
ABOUT FRED MOSKOWITZ
Fred Moskowitz is an educator and best-selling author who has trained countless investors from all walks of life on how to create passive income streams of their own. As a fund manager, Fred manages a mortgage note investment fund and is considered an industry veteran within the note investing arena. Fred teaches the concept that individual investors are able to step into the shoes of the lender, through note investing, and effectively "be the bank".
Fred takes pride in collaborating with investors to help them grow and profit in the note space, as well as being a trusted and valued resource in the arena of alternative investments.
THIS TOPIC IN A NUTSHELL:
Fred's background and journey to real estateHow he learned about Note InvestingInvesting in Single-family homesFinding leads and building broker relationshipsWhat is Note Investing?
Can you buy any loan or any kind of debt?
Risk characteristics of a noteUnderwriting Process of a note
Are you responsible for the due diligence of the note?
What does a typical note look like?
Two ways to get started with Note InvestingHow do you compare the barrier entry to Note vs Real estate?
Ways to make money with Note Investing
Note Investment team – what does it look like?About Fred’s book - The Little Green Book of Note InvestingConnect with Fred Moskowitz
KEY QUOTE:
“There are two ways to get started with note investing, The first is to build a portfolio by buying individual notes, and the other way is to invest in a note fund that is professionally managed.”
SUMMARY OF BUSINESS:
https://www.fredmoskowitz.com - Fred has positioned himself as an authority on investing in alternative assets and on building wealth using Self-Directed IRA accounts. Fred combines a 20-year career devoted to entrepreneurship and investing with a mission to help people attain a higher level of financial literacy, resulting in the perfect combination of wisdom and experience providing value to aspiring investors from all walks of life.
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 professional 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 #REInvestors #NoteInvesting #NoteInvestor #MortgageNotes #DueDiligence #MortgageInvestments #SingleFamilyHomes #loan #Notes #CapitalGains #TaxLiability #PrefReturn #Lenders #LoanOriginator #brokers #LoanServicer #Author #AlternativeAssets #Entrepreneur #FundManager #TheLittleGreenBookOfNoteInvesting #BuildingWealth #PassiveIncome #LongTermWealth #CashFlow #PassiveWealth #FinancialFreedom #NewEpisode #podcasting #JointheWINpod #WestsideInvestorsNetwork
CONNECT WITH FRED MOSKOWITZ:
Website: https://www.fredmoskowitz.com
OR TEXT the keyword MONEY to 215-461-4433
LinkedIn: https://www.linkedin.com/in/fred-moskowitz-3a92a9
Instagram: https://www.instagram.com/thefredmoskowitz
Facebook: https://www.facebook.com/fred.moskowitz.18
Download Fred’s special report on note investing: https://www.giftfromfred.com
Get a copy of his Book: "The Little Green Book Of Note Investing" https://a -
113. Deal Deep Dive: Tailoring Your Investing Strategy to Your Needs with John Casmon
ABOUT JOHN CASMON
John Casmon is a real estate entrepreneur, who has partnered with busy professionals to invest in over $100 million worth of apartments. John also consults active multifamily investors to help them start or grow their business. He hosts the Multifamily Insights podcast and is the co-creator of the Midwest Real Estate Networking Summit. Prior to becoming a full-time investor, John worked in corporate America, overseeing marketing campaigns for General Motors, Nike, and Coors Light.
THIS TOPIC IN A NUTSHELL:
John’s background and journey to real estate
About Casmon Capital Group
Leaving his W2 job and becoming an investor
Learning real estate investing’s blueprint
Duplex as a first investment
About the Deal: 8-unit property
First few deals before getting into Syndication
Lessons learned from this deal
Transition from small to large multifamily deals
Having the right people in place
How to vet the Contractor and Property manager
John’s strength as a real estate investor
His take on holding current assets in today’s market
Tailoring your investing strategy
Market Expansion and his investing philosophy
Mistakes learned on a 3-unit deal
Connect with John Casmon
KEY QUOTE:
“Some people are looking for passive income but they end up having a second job. Make sure your investing strategy allows you the flexibility you are looking for.”
SUMMARY OF BUSINESS:
Casmon Capital Group works with investors to meet their financial goals through apartment investing. We partner with investors to acquire apartment communities with value-add opportunities that will deliver strong returns. Focused on creating alternative, turnkey solutions for qualified individuals, our offerings are designed to outperform traditional investment vehicles.
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 professional 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 #REInvestors #Syndications #InvestingStrategy #MultifamilyInvesting #Syndicator #Midwest #ApartmentInvesting #W2job #ApartmentInvestingBlueprint #GeneralPartner #LimitedPartner #GeneralContractor #JointVenture #Flexibility #AssetManagement #Underwriting #RichDad #PoorDad #RealEstateBluePrint #MultifamilyInsights#PassiveIncome #LongTermWealth #CashFlow #PassiveWealth #FinancialFreedom #NewEpisode #podcasting #JointheWINpod #WestsideInvestorsNetwork
CONNECT WITH JOHN CASMON:
Website: https://casmoncapital.com
LinkedIn: https://www.linkedin.com/in/john-casmon-7942454
Instagram: https://www.instagram.com/jcasmon
Facebook: https://www.facebook.com/casmoncapital
Twitter: https://twitter.com/jcasmon
Youtube: @Multifamily Insights with John Casmon
Check out his Podcast: https://casmoncapital.com/podcast
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 Proper
Customer Reviews
A must-listen for Curious Minds!
This podcast is a true gem for curious minds. The host's passion for exploration and learning shines though in each episode, making it an engaging and informative listen.
Captivating podcast
Fascinating people, Fascinating places' is a captivating podcast. Though rich storytelling and in-depth interviews,it uncovers the hidden stories and cultural wonders of diverse places. A true gem for wanderlust enthusiasts.
Contagious enthusiasm in every episode!
Five-star content all the way! AJ and Chris’ podcast has a way of sparking meaningful conversations and making me ponder long after it's over.