The Invest Clearly Podcast

In this conversation, Ross Curtis, president of Bridgeview Real Estate, shares his journey in financial services and the unique approach of Bridgeview in real estate investing. He discusses the importance of communication with investors, especially in a changing market landscape, and emphasizes the need for transparency and trust. Ross also outlines the company's compliance strategies and their focus on building long-term relationships with investors while ensuring that no single investor is over-allocated in any deal. The conversation concludes with insights on what needs to change in passive real estate investing and the future outlook for Bridgeview.00:00 Investor Pressure Limits00:48 Meet Ross Curtis01:24 Career Path to Bridgeview03:36 Why a Broker Dealer05:40 Market Shift to Trust09:09 Right Size Allocations14:53 Suitability and Reg BI15:39 Post Investment Touchpoints21:23 Bad News Timing26:19 Marketing Jargon to Drop29:25 Where to Learn MoreIn this conversation, Ross Curtis, president of Bridgeview Real Estate, shares his journey in financial services and the unique approach of Bridgeview in real estate investing. He discusses the importance of communication with investors, especially in a changing market landscape, and emphasizes the need for transparency and trust. Ross also outlines the company's compliance strategies and their focus on building long-term relationships with investors while ensuring that no single investor is over-allocated in any deal. The conversation concludes with insights on what needs to change in passive real estate investing and the future outlook for Bridgeview.00:00 Investor Pressure Limits00:48 Meet Ross Curtis01:24 Career Path to Bridgeview03:36 Why a Broker Dealer05:40 Market Shift to Trust09:09 Right Size Allocations14:53 Suitability and Reg BI15:39 Post Investment Touchpoints21:23 Bad News Timing26:19 Marketing Jargon to Drop29:25 Where to Learn MoreFollow Ross: https://www.linkedin.com/in/rossrcurtis/Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.Follow Ross: https://www.linkedin.com/in/rossrcurtis/Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this episode, Josh McCallen shares the mission-driven approach behind Accountable Equity, blending hospitality principles with real estate investing to create a community of engaged, authentic investors. Discover how transparent communication, relationship focus, and purpose-driven projects set his firm apart in the world of passive income.00:00 Introduction01:16 From Family Office to Syndication03:50 Hospitality Edge in Communication06:08 Keeping Investors Engaged09:07 Why Alternative Vehicles Exist12:56 Leasing Fund Tax Benefits14:41 Debt Fund and IRA Rollover16:22 Mission Behind the Business17:48 Viva May and Reviving Souls19:06 Stewarding and Dignity19:53 Three Virtues of Hospitality21:51 Trust and Hard Pivots23:15 Financing and COVID Headwinds24:49 Spa Launch Mistakes29:38 Investor Distributions Reset33:34 Investor Relations as a Business35:47 Passive Investing Myths37:56 Where to Find ThemFollow Josh: https://www.linkedin.com/in/joshmccallen/Find top-reviewed sponsors on ⁠investclearly.com⁠ If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ⁠ScaleIR.com⁠ to learn more and book your strategy call today.

In this conversation, Ben Schuster, a partner at Comfort Capital, shares his unique journey from a challenging childhood to becoming a successful investor in mobile home parks. He discusses the transition from institutional investing at BlackRock to working with individual investors, emphasizing the importance of building relationships and trust. Ben highlights the challenges faced during the COVID-19 pandemic and the significance of clear communication with investors. He advocates for simplicity in investment structures and shares insights on the importance of financial literacy and education for investors.00:00 intro02:05 Ben’s Origin Story02:56 BlackRock To Mobile Homes06:07 Raising From Individuals10:01 Transferring Investor Trust13:19 Track Record In This Cycle16:25 When A Deal Goes Sideways21:07 Communication And Ownership25:45 Investor Experience And Events27:47 What Needs To Die29:33 Where To Find Ben29:58 Closing ThanksFollow Ben: https://www.linkedin.com/in/ben-schuster24/Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, Paul Moore shares his journey from engineering to real estate investing, detailing his transition from residential to commercial real estate and the founding of Welling's Capital. He discusses the importance of protecting investors' money, the lessons learned from early investments, and the significance of communication and transparency with limited partners (LPs). Paul emphasizes the need for due diligence and diversification in investing, while also addressing the challenges faced in the real estate market and the pitfalls of speculation.00:00 Investor vs. Speculator00:50 From Engineering & MBA to Real Estate02:59  Oil Boom Housing to Multifamily Syndication03:45 Why Multifamily Stopped Working (and the 2018 Pivot)07:39 The Responsibility Jump in 201709:39  Scams, Complexity, and Extreme Due Diligence11:23 How Track Record, NDA Vault, and 27-Point DD13:47 NOI Audits & Walking Away at the Closing Table16:02 60-Year-Old Apartments, Water Leaks, and Returning 82%20:01 Calls, Zooms, and the Over/Under-Communication Line23:58 Fraud Risk & Why Diversification Is Non-Negotiable25:16 Overpaying, Floating-Rate Debt & Speculation27:42 Where to Find Paul Follow Paul:  https://www.linkedin.com/in/paul-moore-3255924/Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, Pat Zingarella and Bela discuss the evolution of real estate investing, the importance of education and trust in investor relations, and the strategies employed by Origin to maintain investor confidence. Bela shares insights on the current performance of their portfolio, the significance of diversification, and the role of relationships in building a successful investment business. They also touch on the impact of AI in investment strategies and address common misconceptions about private investments.0:00 Introduction 01:57 Journey into Real Estate02:55 Role at Origin Investments03:25 Educational Initiatives and Investor Relations04:09 Differentiating Origin Investments10:01 Investment Strategies and Performance15:28 Client Relationships and Trust Building21:50 AI and Technological Integration26:08 Final Thoughts and Offerings28:42 ConclusionConnect with Bela: https://www.linkedin.com/in/isabela-carrasco/ Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, Andy McQuade discusses the relationship between Net Operating Income (NOI) and asset value in real estate. He highlights how some General Partners (GPs) manipulate expense classifications to inflate property values, which can lead to financial discrepancies when securing loans. The discussion emphasizes the importance of understanding true operating expenses and the implications of misclassifying predictable expenses as capital expenditures.00:00 Introduction01:57 Asset Management in Multifamily Properties04:49 Common Mistakes in Property Management08:43 Financial Missteps and Capital Expenditures16:24 Impact of Tariffs and Supply Chain Issues19:30 Final Thoughts and Advice for LPs28:07 Closing Remarks and Contact InformationFollow Andy: https://www.linkedin.com/in/andymcquade/Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, Brian Ferguson shares his extensive journey in the real estate industry, detailing his transition from single-family investments to multifamily syndication. He discusses the importance of communication and trust with investors, the challenges faced in the current market, and the lessons learned from both successful and difficult deals. Brian emphasizes the need for a personalized approach in investor relations and critiques common practices in asset management fees and preferred returns.Chapters:00:00 Introduction 01:41 Transition to Multifamily and Shopping Centers02:09 First Syndication Deal04:37 Balancing Communication with LPs06:12 Trust and Communication Strategies07:56 Understanding Investor Needs10:46 Building Trust with Investors14:10 The Importance of Trust in Passive Investing17:08 Understanding Investor Relations18:20 Navigating Market Challenges19:01 Lessons from Past Deals21:14 Dealing with Fraudulent Sellers23:43 Communication and Transparency25:48 Prioritizing Investor Interests27:58 Debating Asset Management Fees and Pref32:47 Final Thoughts and Contact InformationConnect with Brian: https://www.linkedin.com/in/brian-ferguson-05b4328a/Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, David Ensley shares his journey from being an orthodontist to becoming a passive investor in real estate and small businesses. He discusses his early experiences with investing, the lessons learned from his first syndication deal, and the importance of communication and risk tolerance in investment decisions. David also emphasizes the need for due diligence when dealing with influencers in the investment space and shares insights on balancing passive investments with personal expertise.00:00 Introduction01:19 Orthodontist Career and Business Ventures02:22 Journey into Passive Investing03:59 First Syndication Deal Experience08:38 Lessons Learned from Real Estate Investments11:30 Capital Calls and Risk Management16:40 High Risk Tolerance and Emotional Detachment17:50 Investment in an RV Park19:16 The Importance of Trusting Sponsors19:50 Caution with Influencers and Social Media22:23 Balancing Communication and Performance24:43 Venturing into Small Business Investments29:57 Advice for InvestorsConnect with David:https://www.linkedin.com/in/david-ensley-21a5a31b6/Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, Dennis Cisterna shares his journey from a corporate career to entrepreneurship in the real estate sector. He discusses his investment strategies, focusing on commercial real estate and the importance of risk management and transparency in investor relations. Dennis emphasizes the need for thorough due diligence and the challenges of tenant management, while also addressing the evolving landscape of passive investing and the importance of aligning interests between operators and investors.Chapters: 00:00 Intro01:05 From C-Suite to Starting His Own Shop 02:20 Scaling with Carlyle and Knowing When to Exit 03:35 Why Sentinel Focuses on Net Lease Now 04:57 Buying at 25% of Replacement Cost 06:03 How to Explain Long-Term Deals to Retail Investors 15:21 1000 Deals Reviewed. 1 Deal Bought. 24:28 When a Google Maps Roof Inspection Goes Wrong 29:48 "Influencer BS Needs to Die"Connect with Dennis: https://www.linkedin.com/in/denniscisterna/ Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, Jeff Revenaugh emphasizes the importance of an active mindset in investing, particularly in passive income streams. He argues that investors must engage in due diligence and hold sponsors accountable, treating their investments as if they were their own money. This shift in mindset is crucial for successful investing.00:00 Introduction01:34 Learning from Early Mistakes and Bad Sponsors02:19 Current Portfolio and Performance03:13 Evaluating Sponsors and Due Diligence11:19 Investment Strategies and Asset Classes17:27 The Role of Fund Managers19:24 The Importance of Active Passive Investing21:17 Conclusion and Contact InformationConnect with Jeff:  https://www.linkedin.com/in/jeffrevenaugh/Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, Nathan Jameson, founder of ARX's Capital, shares his journey in real estate, emphasizing the importance of personal investment and transparency with limited partners. He discusses his investment philosophy, the significance of communication during challenges, and the need for a shift in the accredited investor criteria to allow broader access to investment opportunities. Nathan highlights the value of integrity and personal connections in the investment space, advocating for a more thoughtful approach to passive investing.00:00 Introduction 01:09 Journey into Real Estate02:31 Starting ARX Capital and Investment Strategies03:58 Hands-On Investment Approach04:15 Lessons from the Great Recession07:32 Importance of Personal Connections in Investments12:31 Communicating with LPs During Challenges21:47 Investment Philosophy and Market Observations24:05 Future Investment Opportunities and Strategies26:02 Final ThoughtsConnect with Nathan: https://www.linkedin.com/in/nathan-jameson/ Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, Ron Moore shares his extensive background in investing, starting from his teenage years in finance to his current role in the hospitality industry. He discusses the importance of understanding risk in passive investing, particularly in real estate syndication, and emphasizes the need for due diligence and operator evaluation. Moore provides valuable insights for new investors, urging them to ask questions and educate themselves about the investment landscape. He also critiques the narrative comparing stocks and real estate syndication, advocating for clearer distinctions and better education on investment options.Time stamps:00:00 Introduction04:49 Diving into Risk and Reward in Passive Investing08:32 Evaluating Operators and Market Conditions18:28 Lessons Learned and Advice for New Investors21:54 What Needs to Change in Passive Investing27:56 Conclusion and Final ThoughtsFollow Ron: https://www.linkedin.com/in/ron-moore-97ab3252/Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, John Albert Rubino shares his journey from a naval aviator to a successful real estate investor. He discusses the importance of leveraging relationships, particularly with family and friends, in building his investment firm. John emphasizes the significance of constant communication with investors, especially during challenging times like the COVID-19 pandemic. He highlights the need for experienced sponsors and the importance of transparency in investor relations. Looking ahead, John expresses excitement about new opportunities in real estate, particularly with the permanent establishment of the Opportunity Zone program.00:00 Intro01:51 Early Investments and Growth04:43 Building Relationships and Raising Capital08:09 Balancing Military Life and Business10:34 Communicating Risk and Handling Challenges21:29 Sponsor Accountability and Investor Relations25:24 Future Opportunities and Exciting Developments29:47 Contact InformationConnect with John: https://www.linkedin.com/in/johnarubino1975/ Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, Pat Zingarella interviews Aleksey Chernobelskiy, who shares his journey from working in institutional real estate to launching GPLP Match, a platform connecting general partners (GPs) and limited partners (LPs). Aleksey discusses the challenges in the GPLP marketplace, common mistakes made by new investors, and the importance of due diligence. He also highlights trends in investment preferences, particularly among family offices and emerging managers, and emphasizes the need for alignment between sponsors and investors. 00:00 Intro 00:45 Leaving Institutional Real Estate for Entrepreneurship 01:44 When the Strategy Breaks: Pivoting to LP Consulting 02:42 Why GPLP Match Had to Exist 06:22 What LPs Really Want Today 14:34 The Costly Mistakes New Investors Keep Making 25:00 Why the Sponsor Matters More Than the Deal 28:39 Final Takeaways + How to Connect Follow Aleksey: https://www.linkedin.com/in/chernobelskiy/Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, Clint Harris, a general partner at Nomad Capital, shares his journey from a successful career in medical sales to becoming a prominent figure in real estate investing, particularly in self-storage. He discusses the importance of trust and transparency with investors, the challenges of navigating market fluctuations, and the significance of aligning investor expectations with long-term goals. Clint emphasizes the need for effective communication, especially during tough times, and reflects on the lessons learned from passive investing. He concludes by encouraging potential investors to seek operators who demonstrate resilience and integrity in challenging market conditions.00:00 Guest intro 01:55 Leaving medical sales for real estate 03:50 Nomad Capital’s philosophy 06:25 How Nomad builds investor trust 09:56 Challenges of conversion projects 14:05 Market trends + long-term value 26:21 Communication + investor alignment 32:57 Closing + where to connectFollow Clint: https://www.linkedin.com/in/clint-harris-543265139/🎧 Subscribe for weekly interviews with LPs, GPs, and capital allocators redefining how private real estate investing is done. 🧠 Learn more: https://www.investclearly.com 💼 Claim your GP profile:https://www.investclearly.com/sponsorsShow Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, Terence Critchlow shares his journey as a passive investor in real estate, discussing his portfolio, investment strategies, and the importance of education for limited partners (LPs). He emphasizes the need for investors to thoroughly vet operators and understand their investment thesis. Terence also highlights common mistakes made by new investors and introduces his passion project, MBC, aimed at raising awareness about alternative investment opportunities beyond traditional stock markets.00:00 Introduction 00:53 Investment Journey01:53 Current Investment Focus02:38 Portfolio Breakdown04:26 Finding Investment Opportunities06:08 Investment Preferences and Strategies10:50 Vetting Sponsors16:01 Common Mistakes by New Investors19:51 Educational Resources for LPs22:37 Terence’s Investment Thesis23:26 Conclusion and Contact InformationFollow Terence: https://www.linkedin.com/in/critchlow/Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, AJ Osborne shares his extensive experience in the self-storage industry, emphasizing the importance of trust and transparency in investor relations. He discusses how personal experiences, particularly a life-altering health crisis, have shaped his approach to communication and risk management. AJ highlights the need for clear, concise communication with investors, especially during market fluctuations, and stresses the importance of aligning investor expectations with business goals. He also addresses misconceptions in passive investing and the need for integrity in financial reporting. 00:00 Intro 00:51 AJ’s Background 01:16 Growing a Self-Storage Empire 03:56 Trust & Transparency 09:24 Communicating Mistakes 17:02 Market Challenges 18:46 Health & Humility 22:54 Rethinking Risk 28:11 Long-Term Investing 32:18 Earning Investor Trust 35:44 Passive Investing Myths 39:46 Closing & ContactConnect with AJ Osborne: https://www.linkedin.com/in/aj-osborne/ Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, Daniel Del Real shares his extensive experience in real estate investing, discussing the transition from active to passive investing, the importance of understanding operators, and the lessons learned from both successes and failures. He emphasizes the significance of diversification, control over investments, and the mindset shifts necessary for moving from a seven-figure to an eight-figure net worth. Daniel also highlights the importance of consistency in investing and the need to avoid group think when making investment decisions. 00:00 Intro 00:59 Getting Started in Real Estate 03:46 Early Challenges & Lessons 06:04 From Active to Passive Investing 07:36 How He Manages Risk 13:51 Why You Should Stay Active 17:22 How to Vet Operators 18:00 What to Ask Before Partnering 21:03 Why Operator Experience Matters 21:22 $2M Lessons Learned 24:27 Millionaire Mindset Shifts 28:38 Staying Consistent with Investing 31:05 Wrap-Up & Where to Find DanielConnect with Daniel: https://www.instagram.com/daniel_del_real_/?hl=en Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this episode, industrial investor Judd Dunning joins to share the real playbook for navigating tough conversations with investors. We unpack how to balance good news with bad news, how to stay transparent without creating panic, and how trust is built (or lost) in moments of uncertainty.Whether you’re an LP, GP, or somewhere in between, this conversation is a masterclass in investor communication, reputation management, and what it means to lead with integrity in the private markets.00:00 Intro02:14 Journey in Real Estate and Industrial Sale Leasebacks05:07 Simplifying Complex Deal Structures for Investors10:22 Navigating Market Changes and Investor Communication22:35 Building Trust with High Net Worth Investors26:48 Future PlansConnect with Judd: https://www.linkedin.com/in/judd-dunning/ Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, Phil Boggia shares his journey from a career in federal law enforcement to becoming a full-time real estate investor. He discusses the lessons learned from his early investments, the importance of understanding cash flow versus equity, and how he evaluates sponsors and deals. Phil emphasizes the significance of building a network of trusted individuals in the investment community and shares insights on diversifying investment strategies across different asset classes. He also talks about his involvement with Accountable Equity and the unique culture of the organization. 00:00 Intro 01:05 From Law Enforcement to RE 02:26 Active to LP 03:35 Portfolio & Performance 04:46 How He Screens Sponsors 11:07 Living on LP Cash Flow 19:39 Joining Accountable Equity 23:49 Wrap & ContactConnect with Phil: https://www.linkedin.com/in/phil-boggia-38a284278/ Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, Andrew Cushman shares his journey from chemical engineering to real estate, discussing the evolution of the market, the importance of transparency and consistency in building trust with investors, and how to navigate market changes. He emphasizes the need for thorough vetting of sponsors and deals, and the lessons learned from past mistakes in syndication. Andrew also highlights key questions LPs should ask before investing and addresses the misconceptions surrounding passive investing.00:00 Introduction01:37 Flipping Houses to Multifamily Investments03:15 Market Changes and Syndication06:41 Trust and Transparency with Investors16:10 Challenges and Lessons Learned25:35 Advice for Passive Investors33:40 Final ThoughtsConnect with Andrew:  https://www.linkedin.com/in/andrewcushmanvpa/Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, Michael Tanner shares his extensive experience in the oil and gas industry, focusing on investment strategies, syndications, and the importance of due diligence. He discusses the significance of understanding fee structures, track records, and the impact of tax deductions on investments. Tanner also highlights the current trends in the oil and gas market, particularly in relation to rising interest rates and the challenges of underwriting in a fluctuating market. He emphasizes the need for LPs to be cautious and informed when investing in oil and gas, providing insights into effective risk management and the importance of consulting services.00:00 Intro01:12 From Engineer to Insider Investor02:23 How to Vet an Oil & Gas Deal06:18 Wells vs. Mineral Rights Explained14:27 New Trends Shaping Oil & Gas Investing18:54 LP Red Flags & Due Diligence Tips22:31 Underwriting Mistakes That Cost Millions27:35 Takeaways + How to Reach MichaelConnect with Michael: https://www.linkedin.com/in/michaeltannersandstone/  Find top-reviewed sponsors on ⁠investclearly.com⁠ If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIR Ready to scale your investor relations and capital raising effectiveness? Visit ⁠ScaleIR.com⁠ to learn more and book your strategy call today.

In this conversation, Fuquan Bilal, founder of NNG Capital Fund, shares his extensive experience in real estate investing, emphasizing the importance of communication and education in building investor relationships. He discusses the evolution of his firm, the transition to impact investing, and the challenges of balancing investor expectations with community revitalization goals. Fuquan highlights the significance of a long-term mindset in real estate investments and the necessity of transparency and regular communication with investors to foster trust and confidence.00:00 Intro00:48 First Deals02:05 How He Started Raising Capital03:30 Crises Survived + Why Communication Wins04:12 Becoming the Bank09:20 Impact Focus & Southeast Multifamily12:31 Affordability, RUBS, Tenant Programs22:30 KPIs Every 30 Days26:00 Connect with Fuquan BilalConnect with Fuquan Bilal: https://www.linkedin.com/in/fuquanbilal/ Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, Kathleen Marcell shares her journey from traditional investing to exploring alternative investments. She discusses the evolution of her investment strategies, the importance of building deal flow, and aligning investments with personal goals. Kathleen emphasizes the significance of evaluating track records and effective communication with general partners. She also highlights her current investment strategy, focusing on cash flow opportunities and the challenges faced in passive investing. Throughout the discussion, Kathleen provides insights into her research process and the importance of education in the investment space.00:00 Introduction01:12 Kathleen's Background and Investment Journey02:43 Early Investment Mistakes and Learning04:29 Building Deal Flow and Networking05:30 Investment Strategy and Goals07:14 Evaluating Sponsors and Due Diligence21:09 Current Investment Portfolio and Performance25:20 ConclusionFollow Kathleen:https://www.linkedin.com/in/kathleenmarcell/Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy

In this conversation, Arn Cenedella shares his extensive experience in real estate, transitioning from residential brokerage to multifamily syndication. He discusses the importance of building trust with limited partners, the operational challenges faced in the syndication landscape, and the significance of communication and transparency.Arn emphasizes the need for long-term investment strategies and offers valuable advice for new syndicators and investors looking to navigate the complexities of the real estate market.00:00 Intro01:44 Guest journey03:11 Why multifamily06:30 First deal15:32 Earning LP trust26:46 Vetting sponsors32:45 Crisis comms36:59 Tips for new GPs39:16 Play the long game42:30 Wrap-upConnect with Arn: https://www.linkedin.com/in/arncenedella/ Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, Litan Yahav, co-founder of Vizor, shares insights on the evolving landscape of investment strategies, particularly focusing on the cautious approach of Limited Partners (LPs) in today's market. He discusses the shift from equity to debt investing, the appeal of high-risk, high-return opportunities, and the importance of transparent communication between General Partners (GPs) and LPs. Litan also explains the value of Special Purpose Vehicles (SPVs) and how they can benefit investors. The discussion highlights the differences in decision-making between retail and institutional investors and emphasizes the need for better communication in passive investing.00:00 The state of “passive”00:28 Show intro01:18 Meet Latan01:37 His background + Visor02:48 How investors decide now04:24 Where money’s going07:04 High risk / high return10:32 Vetting teams & deals16:25 Pooling capital: pros & cons21:27 How Visor helps24:10 Individuals vs big firms26:40 What needs to changeFollow Litan : https://www.linkedin.com/in/litanyahav/Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy

In this conversation, Joe Guidi interviews James Keefe, Chief Commercial Officer of Bequest Asset Management. They discuss the evolution of Bequest, James's unique journey from acting to finance, and the importance of trust and communication in passive investing. James shares insights on the significance of founder involvement, effective investor relations, and the lessons learned from past investment experiences. The conversation emphasizes the need for transparency and education in the investment process, as well as the evolving nature of passive investing.00:00 Intro03:12 Journey from Actor to Investor07:07 Trust in Passive Investing18:29 Challenges and Lessons Learned30:22 Reality of Passive Investing32:54 ConclusionFollow James: https://www.linkedin.com/in/james-b-keefe-978339/Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, Dylan shares his journey as an investor, discussing his background, portfolio, and the lessons learned along the way. He emphasizes the importance of building relationships, evaluating sponsors, and conducting thorough due diligence. Dylan also challenges the notion of passive investing, advocating for active engagement and responsibility in investment decisions. The discussion highlights the significance of community and networking in the investment space.Chapters:00:00 Intro01:30 Background and Journey03:43 Current Portfolio and Investment Strategies06:51 Finding Sponsors and Opportunities12:49 Evaluating Deals and Due Diligence18:10 Challenges and Lessons Learned26:10 The Concept of Passive Investing29:47 Conclusion and Contact InformationFollow Dylan:https://www.linkedin.com/in/dylanbrobertson/ Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, Jeremy Dyer shares his journey from a successful technology sales career to becoming a prominent figure in passive real estate investing. He discusses the importance of building trust and transparency in capital raising, especially in the current market environment. Jeremy emphasizes the need for operators to communicate effectively with investors, particularly during challenging times, and outlines strategies for maintaining investor confidence.He also highlights the significance of understanding market cycles and the role of operators in fostering trust with their investors.Timestamps:00:00 Introduction01:38 Background and Journey03:40 Transition to Passive Investing05:41 Role and Responsibilities at Rise4806:59 Building Trust and Transparency12:03 Navigating Market Challenges29:19 Future Outlook and Strategies34:06 ConclusionConnect with Jeremy:https://www.linkedin.com/in/jeremydyer/🎧 Subscribe for weekly interviews with LPs, GPs, and capital allocators redefining how private real estate investing is done. 🧠 Learn more: https://www.investclearly.com 💼 Claim your GP profile:https://www.investclearly.com/sponsorsShow Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, Pascal Wagner shares his journey from working in venture capital to managing family finances and investments. He discusses the importance of having a clear investment strategy, the challenges of evaluating deals, and the common mistakes that new passive investors make. Pascal emphasizes the need for a robust deal flow and the significance of understanding the sponsor's track record.Time stamps: 00:00 Introduction01:24 Background and Journey04:00 Building a Cash Flow Strategy07:07 Evaluating Deals and Sponsors11:02 Common Mistakes and Solutions24:50 The Importance of Transparency27:44 Pascal's Coaching Program32:19 Final ThoughtsFollow Pascal: https://www.linkedin.com/in/pascalwagner/Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy

In this conversation, Angela Durham discusses the operations and investment strategies of New Haven Marinas, focusing on acquiring and consolidating marina properties. She highlights the unique aspects of marina investments, including the lifestyle appeal, the importance of investor education, and the specific underwriting risks associated with this niche market.The discussion also covers the significance of building investor trust through transparency and effective communication, as well as the strategies for scaling operations and managing investor expectations. Angela emphasizes the need for thorough due diligence in passive investing, particularly in the context of marina operations.Timestamps:00:00 Intro02:18 Investor Trust and Niche Asset Classes05:33 Unique Aspects of Marina Investments07:46 Operational Challenges and Due Diligence11:29 Scaling and Fund Performance13:39 Investor Relations and Transparency17:19 Future Goals and Fund Details21:16 The Importance of Passive Investing24:29  Contact InformationConnect with Angela: https://www.linkedin.com/in/angelandurham/🎧 Subscribe for weekly interviews with LPs, GPs, and capital allocators redefining how private real estate investing is done. 🧠 Learn more: https://www.investclearly.com 💼 Claim your GP profile:  https://www.investclearly.com/sponsorsShow Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, Pat Zingarella and Jeremy Roll discuss the current state of real estate investing, focusing on market trends, investment strategies, and the importance of macroeconomic factors. Jeremy shares his cautious approach to investing, emphasizing the need for discipline and the challenges posed by negative leverage. They explore alternative investments, the role of AI in due diligence, and the importance of evaluating sponsors carefully. The discussion highlights the need for investors to pay attention to market cycles and to be aware of the risks associated with chasing yield in uncertain times.Timestamps-00:00 Introduction 03:31 Market Trends and Investment Strategies06:44 Navigating Economic Cycles08:38 Evaluating Deals and Sponsors18:06 The Role of Macroeconomics in Investing28:13 Connect with JeremyConnect with Jeremy: https://www.linkedin.com/in/jeremy-roll-655107/ Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, Robby Butler of Y Street Capital discusses the intricacies of real estate development, emphasizing the importance of building trust with investors through education and transparency. He shares insights on the challenges of development, the balance between sales and education, and the role of AI in enhancing investor relations. The discussion also touches on the evolving landscape of investor expectations and the need for greater transparency in the industry, particularly regarding accreditation and investor trust.Timestamps- 00:00 Introduction01:24 Meet Robbie Butler03:02 Trust Through Vision07:20 Education vs. Sales13:41 Leveraging AI20:50 Development Lessons26:07 Transparency & Trust26:40 Accreditation's Future30:28 ConclusionFollow Robby:  https://www.linkedin.com/in/robby-butler/Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

Terra Padgett, a commercial insurance broker and founder of PowerPool Fund, shares her grounded approach to real estate investing. She reveals the framework she uses to manage a portfolio of over a dozen deals, moving from active single-family rentals to passive syndications. Terra offers a transparent look at her "post-call litmus test" for vetting sponsors, the power of using an investment club to build confidence, and why understanding your personal risk tolerance is the true key to success.Follow Terra: https://www.linkedin.com/in/terrapadgett/Timestamps00:00 Intro01:31 The 5-to-9 Investor02:04 Accumulation Mode Portfolio03:42 Diversification Strategy04:01 Investing in Luxury Car Garages05:37 Why She Prefers Funds10:21 The Operator "Litmus Test"18:26 Life Stage & Risk Tolerance21:14 Spotting "Return of Capital"25:06 Power of an Investment Club27:50 The "Slow Path" to WealthFind top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this episode of the Invest Clearly podcast, host Pat sits down with Chris Reece, founder of MJ REIT, to explore how his decades of experience in institutional asset management led him to the cannabis real estate space. Chris breaks down MJ REIT’s unique, low-leverage strategy, their approach to risk, and how they’ve maintained over 33 months of consistent returns.  He also shares why transparency and education—not hype—are key to building investor trust, and why cannabis real estate offers a compelling, often overlooked opportunity for portfolio diversification.00:00 – Intro & Chris’s Background 00:19 – Starting MJ REIT & Goals 01:05 – Cannabis Investment Strategy 02:52 – Investor Mindset & Market 07:42 – Team & Investor Relations 11:33 – Building Trust & Transparency 21:55 – Scaling MJ REIT 25:41 – Final Thoughts & ConnectFollow Chris:  Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this episode, Justin Colvin, insurance entrepreneur and seasoned LP shares how he built a passive income portfolio across real estate, oil & gas, and private credit. From his first $15K investments to losing capital in a failed fund, Justin opens up about the hard lessons, red flags, and winning strategies he's learned along the way. If you're a passive investor looking to avoid bad deals and double down on what works in 2025, this episode is a must-listen.Timestamps:00:00 – Intro: Meet Justin 01:21 – First Passive Deal (During COVID) 01:50 – Why He Loves Oil & Gas 03:35 – Real Estate: Pros & Cons 04:56 – Senior Living & Private Credit 08:07 – His Due Diligence Approach 12:26 – Advice for New LPs 14:24 – Ask Hard Questions 14:28 – Trusting vs. Skeptical Investors 15:01 – Sponsor Red Flags 15:42 – Lessons From Losses 17:27 – Overconfidence Kills 18:08 – Bad Deals Happen 22:09 – Private Credit = Steady Cash 24:28 – The Coaching Problem 26:01 – Final Thoughts + ConnectFollow Justin:https://www.linkedin.com/in/justincolvin/ Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

TJ Burns, founder of Burns Capital and ex-Amazon engineer, joins the Invest Clearly Podcast to break down the real challenges of raising capital and building long-term LP trust.He shares why he left fund-of-funds behind, how he uses Discord and transparency reports to keep LPs in the loop, and how AI is reshaping underwriting and investor ops.📌 Topics Covered:​LPs left in the dark: why it’s so common​Building an LP-only Discord community​What AI can do for investor ops in 2025​Why he's walking away from fund-of-funds​The dark side of urgency-driven capital raisingChapters:00:00 – Intro00:51 – Guest: TJ Burns (Burns Capital)01:56 – Amazon → Real estate shift02:47 – Hard lessons as an LP05:26 – Fixing trust + communication gaps14:07 – Tech + Discord = GP edge17:01 – Why TJ ditched fund-to-funds22:08 – AI’s impact on real estate25:03 – Final take + where to find TJFollow TJ: https://www.linkedin.com/in/thburns42/🎧 Subscribe for weekly interviews with LPs, GPs, and capital allocators redefining how private real estate investing is done. 🧠 Learn more: https://www.investclearly.com 💼 Claim your GP profile: https://www.investclearly.com/profiles

Brian Davis, former landlord turned full-time LP and co-founder of SparkRental’s Co-Investing Club  talks about what really matters when evaluating passive real estate deals.Brian shares the mistakes that made him quit landlording for good, the red flags he watches for in sponsors, and why great property management can save a sinking deal. He also pulls back the curtain on how Spark’s 300+ members vet deals together and why dollar cost averaging isn't just for stocks — it's a powerful mindset for real estate investing, too.This episode is packed with insights about passive investing, deal screening, operator due diligence, and why “conservative underwriting” is often just marketing fluff.Follow Brian: https://www.linkedin.com/in/g-brian-davis/ Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

Leyla Kunimoto shares her insights on the current real estate investment climate, focusing on trends in deal flow, cash flow, and how to quickly underwrite deals. She discusses her approach to evaluating investment opportunities, the role of AI in streamlining analysis, and the significance of building trust with sponsors. Leyla also highlights the need for caution in preferred equity deals and emphasizes the importance of investor education and knowledge sharing in the real estate investment space.Chapters:00:00 Introduction 02:47 Leyla's Investment Philosophy03:23 Conservative Underwriting and Market Trends05:13 Evaluating Cash Flow Across Asset Classes08:26 Importance of a Wide Funnel15:05 Using AI for Deal Screening22:11 Evaluating Sponsors and Preferred Equity27:05 Final ThoughtsFollow Leyla- https://www.linkedin.com/in/lkunimoto/Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. 

In this conversation, Will Matheson discusses the operations and philosophy of Matheson Capital, a multifamily investment firm based in Charleston, South Carolina. He highlights their focus on transparency, investor trust, and the importance of communication in building relationships with investors. Matheson shares insights on their investment strategy, fee structure, and the challenges of passive investing, while also addressing how they attract new investors and plan to scale their operations in the future.Chapters:00:00 Introduction01:18 Matheson Capital's Beginnings03:42 Transparency and Communication07:14 Challenges and Lessons Learned11:56 Future Plans and Scaling13:55 Fee Structure and Fund Considerations16:28 Attracting New Investors19:33 Skepticism Towards Coaching Programs22:22 Passive Investing 26:42 Value of Verified Investor Reviews34:46 Challenges in the RE MarketFollow Will: https://www.linkedin.com/in/wlmatheson/Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com.