Shows
Eye On SportsKnoch Football Coach TJ Wiley Interview, Jake’s In Pain And WPIAL Track Postseason.Knoch football went 3-7 last season after a series of injuries. New coach TJ Wiley joins the show to talk about his expectations for the fall and more. Derek and Jake covered all the important stuff this week: Jake's pain after running in Philly The WPIAL track championships Seneca Valley's Lexie Hames A chat with Knoch football coach TJ Wiley For more on Butler Eagle Sports go to: https://www.butlereagle.com/section/sports/ Follow on social media: https://www.instagram.com/altereaglepodcast/ https://www.instagram.com/butlereaglenews/ 2025-05-081h 03
The Limited Partner - Stop trading time for dollars!TLP 78: Solocast #9 - The Future of The Limited Partner PodcastJoin host Jake Wiley on The Limited Partner Podcast as he shares the possible future of the show. Jake will be discussing his 2-month break from the show that allows him to restrategize and give out fresh ideas for the show. He also emphasized that investing in real estate is not the only thing that can provide cash flow during the recession but also other investment opportunities such as forex, crypto, and business. What are you waiting for? Listen to the full podcast episode NOW!Visit us he...2023-07-3123 min
The Limited Partner - Stop trading time for dollars!TLP 79: Season #1 Finale - How to Stay On Top of This Fast Moving MarketsJoin host Jake Wiley on The Limited Partner Podcast Season 1 Finale Episode as he shares his life update, upcoming 2-month vacation from the show and the tools he uses to stay on top of everything by utilizing a second brain. The second brain will in turn help you become organized with information and you can process, analyze, and remember information faster in these fast moving markets.Access Tiago Forte’s Book here to learn more about building a second brain. Access Feedly hereAccess E...2023-07-3121 min
The Limited Partner - Stop trading time for dollars!TLP #77: Solocast #8 - Absolutely Insane Economic Updates in the USA!Join host Jake Wiley on The Limited Partner Podcast as he dives into a variety of pressing economic topics. Explore the rise in consumer spending and the factors behind it, as well as the surprising truth about inflation. Discover how banks' lending practices have changed and their impact on businesses and individuals. Gain insights into why inflation is currently at record highs and learn strategies to navigate these challenging times. Tune in to The Limited Partner Podcast for valuable insi...2023-07-1725 min
RealDealChat / Lessons from Real Estate InvestorsOvercoming Fears and Succeeding in Real Estate: The Path to Asking Questions and Developing Relationships with Jake WileyOn this episode of REI Mastermind Network, host Jack Hoss sits down with guest Jake Wiley to discuss the importance of understanding who you're working with in syndications. The episode starts off by highlighting the crucial role that communication and individual attention play in successful investments. Wiley emphasizes that syndicators who have grown large may not always be accessible or responsive, so it's essential to find syndicators who prioritize investor involvement and are willing to answer questions. The conversation then shifts to the significance of asking questions before investing. Both guests stress that asking questions not only reduces risk for...2023-07-1138 min
The Limited Partner - Stop trading time for dollars!TLP75: Solocast No. 7 - Hot Topics in the Real Estate Markets!In this episode of The Limited Partner Podcast, host Jake Wiley takes you on a captivating journey through a range of hot topics. First, buckle up as he uncovers the shocking truth behind bank failures and the mounting burden of unpaid office loans, revealing the financial chaos lurking beneath the surface. Then, Jake navigates the uncertain terrain of Houston's return to office dilemma, shedding light on the challenges and opportunities faced by businesses and employees alike. Get ready...2023-07-0329 min
The Limited Partner - Stop trading time for dollars!TLP 74: "Suspended Distributions and Capital Calls: Your Ultimate Survival Guide with Dave Codrea"Join host Jake Wiley in this podcast episode with David Codrea, Co-Founder of Greenleaf Management. Discover the key factors to consider when evaluating deals, including understanding the investment opportunity's nature and required improvements. Gain insights into assessing the management team's track record and expertise, aligning it with the business plan. Explore how to navigate situations involving suspended distributions and capital calls, with a focus on evaluating reasons, communicati...2023-06-2630 min
The Limited Partner - Stop trading time for dollars!TLP 69: Exciting Perks of a Real Estate Professional with Christine HsuIn today’s podcast episode we interview Christine Hsu, co-founder of Noblivest. She shares her great story about how she came across into real estate, how she became a Real Estate Professional (REP) and the exciting perks it has to offer such as tax advantages which made her leave her full-time job. Stay tuned, watch and listen to the full podcast episode!Visit us here at: https://www.thelimitedpartner.com/ If you'd like to say hello, you can find Jake at @JJakeWiley on Instagram and Twitter,...2023-05-2225 min
The Limited Partner - Stop trading time for dollars!TLP 63: Solocast #6: Washington's Blindspot: The Real Estate ThreatIn TLP’s sixth solocast, we are with our very own The Limited Partner Podcast Host, Jake Wiley. He is a podcaster, author, entrepreneur, CPA, former CFO, and head core client relationships for Private Equity Real Estate and Alternative Investments. Today’s podcast episode is focused on the commercial real estate threat that Washington potentially does not know about and how it could affect the whole financial system (banks).READ THE FULL EPISODE SUMMARY HERE!Visit us here at: https://www.thel...2023-04-1018 min
The Limited Partner - Stop trading time for dollars!TLP 62: Solocast#5 - ESG Might be the Emerging Trend to Get in on Before the Market TurnsIn TLP’s fifth solocast, we are with our very own The Limited Partner Podcast Host, Jake Wiley. He is a podcaster, author, entrepreneur, CPA, former CFO, and head core client relationships for Private Equity Real Estate and Alternative Investments. Today’s podcast episode is focused on ESG (Environmental, Social and Governance) policies and how it affects institutional and non-institutional real estate investments.READ THE FULL EPISODE SUMMARY HEREVisit us here at: https://www.thelimitedpartn...2023-04-0329 min
The Limited Partner - Stop trading time for dollars!TLP61: Solocast #4 - Market Insights from the MIPIM 2023 ConferenceIn TLP’s fourth solocast, we are with our very own The Limited Partner Podcast Host, Jake Wiley. He is a podcaster, author, entrepreneur, CPA, former CFO, and head core client relationships for Private Equity Real Estate and Alternative Investments. Today’s podcast episode is focused on Jake’s key takeaways and market insights from the MIPIM 2023 conference. READ THE FULL EPISODE SUMMARY HERE!Visit us here at: https://www.thelimitedpartner.com/ If you'd like to say hello, you can find Jake at...2023-03-2712 min
Wealth Matters By Alpesh Parmar313: Why Passive Investors should focus on MSA model with Jake WileyJake Wiley is an entrepreneur, CPA, former CFO, and real estate investor. Jake has been investing in Real Estate for 16 years and has the battle scars to prove it, including investing through the great recession of 2008.
Jake’s diverse industry experience in both corporate and startup companies, as well as his layered work experience as an executive, founder, and advisor, allow for his unique, well-rounded, and informed perspective on the transition to becoming a Limited Partner.
*DISCLAIMER - We are not giving any financial advice. Please DYOR*
2023-03-1639 min
REady2Scale - Real Estate InvestingThe Vast Majority of Real Wealth is Made During Downturns with Jake WileyThe past several years have delivered phenomenal returns for real estate investors.Today's markets are quite different, however, and there are a lot of people that have gotten in the game after the great financial crisis and they've seen nothing but a rising tide.Jake Wiley has gone full cycle on his investments and he knows that, in real estate, the vast majority of real wealth is made during downturns and he's on a mission to help investors interested in passive investing select the right sponsors for their goals and become a true Limited Partner.2023-02-2239 min
The Limited Partner - Stop trading time for dollars!TLP 55: Solocast #3: The Trickle-Down Effects of the Office Space with Jake WileyThe current real estate market is currently filled with uncertainty. Deals are getting harder to pencil due to higher interest rates and although multifamily, self storage, and other asset classes are doing pretty well, there is the office space wherein there is no space for growth and has the potential to have trickle-down effects to the whole real estate markets.In TLP’s third solocast, we are with our very own The Limited Partner Podcast Host, Jake Wiley. He is a podcaster, author, entrepr...2023-02-1330 min
Tha Sports Bar with Ji Hae WileyTo The Best Name Ever... Mr. Jake Dicker Joins Tha Sports BarTha Sports Bar is joined by soon to be Wisconsin grad and Dodger contributor Jake Dicker who talks to us about his predictions for the NFC and AFC Champions along with talking about his adventures studying abroad in Spain and how he has been staying up to date on American sports.
And do not forget to follow or subscribe to Tha Sports Bar on Spotify, Google Podcasts, Stitcher, TuneIn, & I Heart Radio.
Social Media Accounts:
@jihae_jho_wiley @thasportsbar : Instagram
@sportsbargals: Twitter
Tha Sports Bar : Facebook Page
2023-01-2720 min
The Limited Partner - Stop trading time for dollars!TLP47: Reasons to Love Multi-Family Asset Class with Gino BarbaroIn today’s podcast episode we interview Gino Barbaro, Co - Founder of Jake and Gino, LLC. Gino and his partner Jake are both experts in multifamily real estate investing. Together they run an exclusive community of high level real estate investors. Today’s topics are focused on asset vs. liability, using leverage to your advantage and reasons to love the multifamily asset class which will help limited partners help find deals in the real estate markets.Read the full episode summary HERE...2022-12-1932 min
The Limited Partner - Stop trading time for dollars!TLP38: The Limited Partner Solocast #2: Forced Appreciation with Jake WileyMost people jump in Real Estate investing due to the hype of making big money. The commercialized view of real estate is that you can make large checks passively. However, this can lead to making bad decisions. Aspiring real estate investors should do their due diligence first and be mentored and educated by people who have good hands-on experience with real estate investments.In TLP’s second installment of the Solocast, we are with our very own The Limited Partner Podcast Host, Jake Wiley. H...2022-10-1719 min
The Limited Partner - Stop trading time for dollars!TLP36: The Limited Partner Solocast #1 - The Origin Story with Jake Wiley90% of millionaires make their money with their real estate. It is a tangible asset that can give one significant returns as long as they know what they are doing. However, most people jump right in without the knowledge of how hard it could be managing those properties especially for single family units. So, what should be your first investment? You should always invest in yourself and your education first! In real estate, there is a lot of money moving around, but too many people try to ski...2022-10-0325 min
The Men Who Made MeEpisode 4 - Jake Marques RollisonThis week, we take The Men Who Made Me abroad. Joins us as we interview Caleb's former middle school teacher, who has since gone on to get his PhD is theological ethics and is a leading expert in French theologian/philosopher Jaques Ellul. Jake is a longtime friend of Caleb's family, and has proved himself to be thoughtful intellectually and intentional relationally, though we've also heard him describe himself as a "big goof." We can't wait to share some of his thoughts on defining masculinity, what it can look like across cultures, and a few of them men who...2022-08-1856 min
The Limited Partner - Stop trading time for dollars!TLP29: Working with the Right Real Estate Team with Reed GoossensOne of the challenges of a limited partner is finding the right team to invest with. Today our guest, Reed Goossens, will discuss what an L.P. should look for when vetting an operator. Reed owns a multifamily syndication investing firm. Based on his vast experience as a syndicator and operator, Reed will teach us to ask the right questions and analyze how a team operates a deal.You’ll also hear about Reed’s personal story of how he started his real estate journey in Australia and then moved t...2022-08-1524 min
The Limited Partner - You can invest in Real Estate Private Equity!TLP29: Working with the Right Real Estate Team with Reed GoossensOne of the challenges of a limited partner is finding the right team to invest with. Today our guest, Reed Goossens, will discuss what an L.P. should look for when vetting an operator. Reed owns a multifamily syndication investing firm. Based on his vast experience as a syndicator and operator, Reed will teach us to ask the right questions and analyze how a team operates a deal.
You’ll also hear about Reed’s personal story of how he started his real estate journey in Australia and then moved to the U.S. He will share how h...2022-08-1524 min
Multifamily InsightsWhat to Look for as a Limited Partner with Jake Wiley, Ep. 424Jake Wiley is an entrepreneur, CPA, former CFO, and real estate investor. Jake was the founder at Solar Inverted LLC, a Louisiana-based Residential Solar Finance and Installation Company, which was later acquired by Palmetto Group, where Jake led strategic initiatives until late 2018. Jake’s diverse industry experience in both corporate and startup companies, as well as his layered work experience as an executive, founder, and advisor, allow for his unique, well-rounded, and informed perspective on the transition to becoming a Limited Partner. We talked to Jack about why and how he switched to being an LP...2022-08-0934 min
The Limited Partner - You can invest in Real Estate Private Equity!TLP28: Benefits of Being a Limited Partner with John CasmonThere are so many benefits of being a limited partner! One of them is time freedom. It means you can spend time with your family and pursue your true passion. Another benefit is it's easier to invest in bigger deals and scale fast. Also, LPs don’t have to take on all the risks of every new investment or property.
In this episode, Jake and John discuss what it means to be a limited partner. John’s background is in corporate America. He used to be a busy professional who believed in real estate. He tried to flip pr...2022-08-0831 min
The Limited Partner - Stop trading time for dollars!TLP28: Benefits of Being a Limited Partner with John CasmonThere are so many benefits of being a limited partner! One of them is time freedom. It means you can spend time with your family and pursue your true passion. Another benefit is it's easier to invest in bigger deals and scale fast. Also, LPs don’t have to take on all the risks of every new investment or property. In this episode, Jake and John discuss what it means to be a limited partner. John’s background is in corporate America. He used to be a busy professional who believed in real e...2022-08-0831 min
The Limited Partner - You can invest in Real Estate Private Equity!TLP27: Is it a Good Time to Invest in California Real Estate? with Anthony WalkerWhen you go to conferences, nobody’s talking about going to California. And we can read in the headlines that people are leaving in droves for the Sunbelt. In this episode, we’ll hear about the real opportunity in the real estate market in California from Anthony Walker of Buckingham Investments.
Yes, there is out-migration, but it’s not devastating, according to Anthony. There are a lot of choices also in the market. For example, you can buy a one-and-a-half cap rate in Beverly Hills or get a five-and-a-half cap rate in other parts of LA. In Long B...2022-07-3124 min
The Limited Partner - Stop trading time for dollars!TLP27: Is it a Good Time to Invest in California Real Estate? with Anthony WalkerWhen you go to conferences, nobody’s talking about going to California. And we can read in the headlines that people are leaving in droves for the Sunbelt. In this episode, we’ll hear about the real opportunity in the real estate market in California from Anthony Walker of Buckingham Investments.Yes, there is out-migration, but it’s not devastating, according to Anthony. There are a lot of choices also in the market. For example, you can buy a one-and-a-half cap rate in Beverly Hills or get a...2022-07-3124 min
The Limited Partner - You can invest in Real Estate Private Equity!TLP26: The Benefits of Having an Investor Portal with Brandon SedloffWhat system is the GP using? That's one of the most important questions you must ask as a limited partner. There are many available investor portals now, and there is just no excuse for syndicators or general partners not to provide regular, timely, accurate, and transparent reporting to their investors or LPs. An investor portal will help you do that and scale your business efficiently.
Today's episode highlights the benefits of using an investor portal like Juniper Square. Our guest, Brandon Sedloff, will discuss how they provide the interface that a limited partner needs for transparency, leading t...2022-07-2428 min
The Limited Partner - Stop trading time for dollars!TLP26: The Benefits of Having an Investor Portal with Brandon SedloffWhat system is the GP using? That's one of the most important questions you must ask as a limited partner. There are many available investor portals now, and there is just no excuse for syndicators or general partners not to provide regular, timely, accurate, and transparent reporting to their investors or LPs. An investor portal will help you do that and scale your business efficiently.Today's episode highlights the benefits of using an investor portal like Juniper Square. Our guest, Brandon...2022-07-2428 min
The Limited Partner - You can invest in Real Estate Private Equity!TLP25: How to Scale Fast with Logan FreemanWhen Covid happened, many people sat on the sidelines waiting to see what would happen. But our guest, Logan Freeman, was advised by his mentors that it was an excellent time to buy. He gathered funds from limited partners, assembled a team, and bought over 1000 units. Now, they have scaled to about 1300 units on the multifamily side across four states. They have also entered different asset classes, owning hospitality buildings, offices, shopping centers, and mobile home space. How did he scale so fast?
Yes, limited partners invest in real estate, but first and foremost, they i...2022-07-1730 min
The Limited Partner - Stop trading time for dollars!TLP25: How to Scale Fast with Logan FreemanWhen Covid happened, many people sat on the sidelines waiting to see what would happen. But our guest, Logan Freeman, was advised by his mentors that it was an excellent time to buy. He gathered funds from limited partners, assembled a team, and bought over 1000 units. Now, they have scaled to about 1300 units on the multifamily side across four states. They have also entered different asset classes, owning hospitality buildings, offices, shopping centers, and mobile home space. How did he sc...2022-07-1730 min
Invest For The WinActive vs Passive Investing + Evaluating Opportunities with Jake Wiley - Episode 17We are excited to have Jake Wiley on today’s show. Jake is an entrepreneur, CPA, former CFO, and real estate investor. He was the founder at Solar Inverted LLC, a Louisiana-based Residential Solar Finance and Installation Company, which was later acquired by Palmetto Group, where Jake led strategic initiatives until late 2018.
Jake's diverse industry experience in both corporate and startup companies, as well as his layered work experience as an executive, founder, and advisor, allow for his unique, well rounded, and informed perspective on the transition to becoming a Limited Partner.
Today we're talking ab...2022-07-1149 min
The Limited Partner - Stop trading time for dollars!TLP24: Investing in People with Omar KhanCompetence and ethics are the two most important things that Omar looks for in syndicators and operators. He stresses in this episode that when you put your money in a deal, you are also investing in people. So, when you’re analyzing a deal, don’t focus too much on the quantitative aspect – whether it’s 15% or 15.5% IRR. Focus on the people you will be working with. Screen them religiously and look at their trench experience. You don’t need to be an expert in every part of the deal befor...2022-07-1027 min
The Limited Partner - You can invest in Real Estate Private Equity!TLP24: Investing in People with Omar KhanCompetence and ethics are the two most important things that Omar looks for in syndicators and operators. He stresses in this episode that when you put your money in a deal, you are also investing in people. So, when you’re analyzing a deal, don’t focus too much on the quantitative aspect – whether it’s 15% or 15.5% IRR. Focus on the people you will be working with. Screen them religiously and look at their trench experience.
You don’t need to be an expert in every part of the deal before you can start to invest. Just look for the...2022-07-1027 min
The Limited Partner - Stop trading time for dollars!TLP23: Communicating with Sponsors with Sarah MayOur guest, Sarah May, is an aerospace engineer. While working, she saved money with her husband and business partners. They bought a duplex, saved some more, and bought a triplex. They kept doing it until they had built a portfolio of properties. In 2016, she decided to change careers. She learned about syndication, joined an investment club, got a coach, and then started Regency Investment Group in the same year.In this episode, Sarah discusses ways of finding great deals in the most unlikel...2022-07-0323 min
The Limited Partner - You can invest in Real Estate Private Equity!TLP23: Communicating with Sponsors with Sarah MayOur guest, Sarah May, is an aerospace engineer. While working, she saved money with her husband and business partners. They bought a duplex, saved some more, and bought a triplex. They kept doing it until they had built a portfolio of properties. In 2016, she decided to change careers. She learned about syndication, joined an investment club, got a coach, and then started Regency Investment Group in the same year.
In this episode, Sarah discusses ways of finding great deals in the most unlikely places – like a diamond in the rough. She talks about her project, which required muc...2022-07-0323 min
The Limited Partner - You can invest in Real Estate Private Equity!TLP22: The Smart Way to Passive Investing with Lane KawaokaThere is a lot of noise in the investment space. So, if you're just getting into the game, you must be smart. Keep your first couple of deals simple. You don't need an overly complex tax strategy. You don't need to be looking at three different layers of how you move your money through a deal.
In this episode, Lane Kawaoka, co-Owner of MFPE Investments LLC, will share tips on how to invest smart, avoid the shysters, build organic relationships with accredited high-net-worth investors, and value-add in more endgame types of investment strategies. Listen now!
2022-06-2625 min
The Limited Partner - Stop trading time for dollars!TLP22: The Smart Way to Passive Investing with Lane KawaokaThere is a lot of noise in the investment space. So, if you're just getting into the game, you must be smart. Keep your first couple of deals simple. You don't need an overly complex tax strategy. You don't need to be looking at three different layers of how you move your money through a deal.In this episode, Lane Kawaoka, co-Owner of MFPE Investments LLC, will share tips on how to invest smart, avoid the shysters, build organic relationships with accredited high-net-worth investors, and valu...2022-06-2625 min
The Limited Partner - Stop trading time for dollars!TLP21: Rural Development and RE Investing with Byron CarlockDuring the pandemic, we saw a lot of companies, even big ones, change how they operate and do business. Thanks to technology, people could work from home or wherever they wanted. And this has caused a lot of movement as people decided to relocate away from the city and into the suburbs or more remote locations where housing or quality of life is more affordable.This trend calls for rural development or renewal. Rural renewal is taking new or underused infrastructure in some of the smaller tow...2022-06-1926 min
The Limited Partner - You can invest in Real Estate Private Equity!TLP21: Rural Development and RE Investing with Byron CarlockDuring the pandemic, we saw a lot of companies, even big ones, change how they operate and do business. Thanks to technology, people could work from home or wherever they wanted. And this has caused a lot of movement as people decided to relocate away from the city and into the suburbs or more remote locations where housing or quality of life is more affordable.
This trend calls for rural development or renewal. Rural renewal is taking new or underused infrastructure in some of the smaller towns that allow access to urban city centers when needed but...2022-06-1926 min
The Limited Partner - Stop trading time for dollars!TLP20: LPs Beware! With Paul MooreJoining us today is Paul Moore. He invested in an oil and gas deal in North Dakota in 2010. At that time, North Dakota had a massive housing shortage. There were tens of thousands of oil workers, executives, and folks descending on their towns that didn’t have housing. So, Paul and his partner quickly built a multifamily facility, which became the stepping stone of his real estate investing career.Paul will touch on how to make money in a gold rush. What’s the best way to invest during a gold...2022-06-1222 min
The Limited Partner - You can invest in Real Estate Private Equity!TLP20: LPs Beware! With Paul MooreJoining us today is Paul Moore. He invested in an oil and gas deal in North Dakota in 2010. At that time, North Dakota had a massive housing shortage. There were tens of thousands of oil workers, executives, and folks descending on their towns that didn’t have housing. So, Paul and his partner quickly built a multifamily facility, which became the stepping stone of his real estate investing career.
Paul will touch on how to make money in a gold rush. What’s the best way to invest during a gold rush? He will also discuss value-add prop...2022-06-1222 min
The Limited Partner - Stop trading time for dollars!Bonus - Changing Market Conditions with Jeremy RollMaybe you’re thinking this investment market makes no sense and what you’re doing hasn’t been working, or you’re wondering where to go next with your investments. Maybe you are skeptical about jumping into something new because everyone thinks they have the best plan, yet there is no consensus. If so, I thought it might help if I brought someone on the show to talk about the changing environment and present a unique point of view, whose name is Jeremy Roll. I’ve b...2022-06-0634 min
The Limited Partner - You can invest in Real Estate Private Equity!Bonus - Changing Market Conditions with Jeremy RollMaybe you’re thinking this investment market makes no sense and what you’re doing hasn’t been working, or you’re wondering where to go next with your investments. Maybe you are skeptical about jumping into something new because everyone thinks they have the best plan, yet there is no consensus. If so, I thought it might help if I brought someone on the show to talk about the changing environment and present a unique point of view, whose name is Jeremy Roll. I’ve been investing in real estate for more than 16 years now, and have lived through a pre...2022-06-0634 min
The Limited Partner - You can invest in Real Estate Private Equity!TLP19: People and Culture Diligence with Annisa DeshpandeWhy is it critical to look at HR in your due diligence activities before investing? Investors focus more on the compliance aspects of HR that they fail to look at the talent side and understand what’s happening from a cultural perspective. Before you invest, look at the rate of turnover in the company and find out what the root cause is. Include people and culture in your due diligence because people are the service of the business.
Our guest, Annissa Deshpende, started her career in IT and then moved to administration and HR. She started to lo...2022-06-0522 min
The Limited Partner - Stop trading time for dollars!TLP19: People and Culture Diligence with Annisa DeshpandeWhy is it critical to look at HR in your due diligence activities before investing? Investors focus more on the compliance aspects of HR that they fail to look at the talent side and understand what’s happening from a cultural perspective. Before you invest, look at the rate of turnover in the company and find out what the root cause is. Include people and culture in your due diligence because people are the service of the business.Our guest, Annissa Deshpende, started her career in IT and th...2022-06-0522 min
The Limited Partner - You can invest in Real Estate Private Equity!TLP18: How to Raise Capital as a First Time Sponsor with Brian AdamsEpisode 18: Show Notes.
We are honored to have as our guest, Brian Adams. Brian is currently serving as Principal for Excelsior Capital, founded in 2019, and oversees acquisitions, operations, and capital raising efforts. In this episode, he’ll speak on how to raise capital as a first-time sponsor or entrepreneur.
You might have the best deal of all, but no one will care if you can’t raise capital. So, listen now and learn how to do it most efficiently!
Key Points from This Episode:
Commercial real estate is a capital-intensive busine...2022-05-2925 min
The Limited Partner - Stop trading time for dollars!TLP18: How to Raise Capital as a First Time Sponsor with Brian AdamsEpisode 18: Show Notes.We are honored to have as our guest, Brian Adams. Brian is currently serving as Principal for Excelsior Capital, founded in 2019, and oversees acquisitions, operations, and capital raising efforts. In this episode, he’ll speak on how to raise capital as a first-time sponsor or entrepreneur.You might have the best deal of all, but no one will care if you can’t raise capital. So, listen now and learn how to do it most efficiently! Key Points from This Episode:C...2022-05-2925 min
The Limited Partner - You can invest in Real Estate Private Equity!TLP17: Be the Extraordinary Passive Investor You Can Be with Trevor McGregorEpisode 17: Show Notes.
Trevor is a high-performance coach and business strategist. He also owns a private real estate investment company consisting of many different asset classes worldwide. But before achieving success, Trevor went through a period of defeat when his investment didn’t work, and he lost everything.
Gratefully, he met his coach, who introduced him to real estate investing. In a short period of time, he was able to pay back his loans and create a cash-flowing portfolio. Click the play button now and listen to Trevor’s inspiring story and valuable advice for passi...2022-05-2235 min
The Limited Partner - Stop trading time for dollars!TLP17: Be the Extraordinary Passive Investor You Can Be with Trevor McGregorEpisode 17: Show Notes.Trevor is a high-performance coach and business strategist. He also owns a private real estate investment company consisting of many different asset classes worldwide. But before achieving success, Trevor went through a period of defeat when his investment didn’t work, and he lost everything. Gratefully, he met his coach, who introduced him to real estate investing. In a short period of time, he was able to pay back his loans and create a cash-flowing portfolio. Cl...2022-05-2235 min
The Limited Partner - You can invest in Real Estate Private Equity!TLP16: Scaling from LP to GP with Luc D'AbreauMost people in the real estate industry have probably read the book Rich Dad, Poor Dad. It is like a solid foundation for all investors. But in this episode, Luc D’Abreau talks about the things that are not true or articulated well enough in this book. One of the things Luc mentioned is the amount of education that’s needed if you are going to become either a business owner or an investor. According to him, you need to know the amount of responsibility you need to take for yourself or other people because you’re either responsible for th...2022-05-1524 min
The Limited Partner - Stop trading time for dollars!TLP16: Scaling from LP to GP with Luc D'AbreauMost people in the real estate industry have probably read the book Rich Dad, Poor Dad. It is like a solid foundation for all investors. But in this episode, Luc D’Abreau talks about the things that are not true or articulated well enough in this book. One of the things Luc mentioned is the amount of education that’s needed if you are going to become either a business owner or an investor. According to him, you need to know the amount of responsibility you need to take for yourself or other p...2022-05-1524 min
The Limited Partner - You can invest in Real Estate Private Equity!TLP15: Passive Investing in Value-Add Multifamily Real Estate with Travis WattsTravis Watts is the Director of Investor Relations at Ashcroft Capital, a podcast host, and multifamily investor. Like most people, Travis Watts started in the real estate industry by investing in single-family homes. He thought he could handle a W-2 job and active investment at the same time. So, he did a bunch of fix-and-flips, vacation rentals, house hacking, and a lot of active real estate deals. But then, different challenges emerged, and by his sixth year, Travis got burned out. Thankfully, something happened in one of the meetups that he went to that became an eye-opener for him...2022-05-0827 min
The Limited Partner - Stop trading time for dollars!TLP15: Passive Investing in Value-Add Multifamily Real Estate with Travis WattsTravis Watts is the Director of Investor Relations at Ashcroft Capital, a podcast host, and multifamily investor. Like most people, Travis Watts started in the real estate industry by investing in single-family homes. He thought he could handle a W-2 job and active investment at the same time. So, he did a bunch of fix-and-flips, vacation rentals, house hacking, and a lot of active real estate deals. But then, different challenges emerged, and by his sixth year, Travis got burned out. Thankfu...2022-05-0827 min
CU At The Game PodcastInterview: CU Offensive Tackle Jake WileySend us a textWelcome back to our CU at the Game NIL Interview series. In this episode, we are introduced to CU’s starting offensive left tackle, Jake Wiley. Though only a sophomore in terms of eligibility, Wiley has already been through a great deal in his time in Boulder. Recruited by Mike MacIntyre’s staff as a member of the CU Recruiting Class of 2019, Wiley was already on to his third head coach by the time he was able to take to the field for the first time in 2020.Wiley earned a spot in s...2022-05-0836 min
The Limited Partner - Stop trading time for dollars!TLP14: Being an Active and Passive Investor with Jenny GouToday, we’ll have an exciting discussion with Jenny Gou of Vertical Street Ventures! Jenny is a passive real estate investor and syndicator. Before she got into real estate, Jenny worked at Procter and Gamble as Sales Director. She wanted to diversify her retirement portfolio, so she started investing in single-family homes. After a while, they learned about multifamily and decided to shift to syndications. Jenny saw the potential and opportunities in real estate, so she left her corporate jo...2022-05-0125 min
The Limited Partner - You can invest in Real Estate Private Equity!TLP14: Being an Active and Passive Investor with Jenny GouToday, we’ll have an exciting discussion with Jenny Gou of Vertical Street Ventures! Jenny is a passive real estate investor and syndicator. Before she got into real estate, Jenny worked at Procter and Gamble as Sales Director. She wanted to diversify her retirement portfolio, so she started investing in single-family homes. After a while, they learned about multifamily and decided to shift to syndications. Jenny saw the potential and opportunities in real estate, so she left her corporate job to work full-time in this industry.
Listen to Jenny share her experiences, and valuable lessons learned so far...2022-05-0125 min
The Limited Partner - You can invest in Real Estate Private Equity!TLP13: Passive Income through Multiple Commercial RE Projects with Dan KennedyEpisode 13: Show Notes.
Today, our guest is Dan Kennedy. Dan knew from an early age that he wanted to be involved in real estate. He played professional soccer and used the money he made from it to invest in single-family homes.
Dan went to business school at the USC Marshall School of Business in 2016. He learned about syndications and met his now business partner, Matt Shamus. He started investing as an LP because he had young kids, studied and worked full time, and operated single-family homes. Then, as Dan and Matt wrapped up business school, t...2022-04-2420 min
The Limited Partner - Stop trading time for dollars!TLP13: Passive Income through Multiple Commercial RE Projects with Dan KennedyEpisode 13: Show Notes.Today, our guest is Dan Kennedy. Dan knew from an early age that he wanted to be involved in real estate. He played professional soccer and used the money he made from it to invest in single-family homes. Dan went to business school at the USC Marshall School of Business in 2016. He learned about syndications and met his now business partner, Matt Shamus. He started investing as an LP because he had young kids, studied and worked full time, and operated single-fami...2022-04-2420 min
The Limited Partner - Stop trading time for dollars!TLP12: Green and Sustainable Property Management with Dave HolmanEpisode 12: Show Notes.Our guest today is Dave Holman of Katahdin Property Management. Before getting into real estate, Dave took up architecture classes in college, lived a few years in Bolivia, and set up a chain of camping stores named The Spitting Llama. In 2009, he returned to Maine, got his MBA and met Brian Sprague. Together, they formed Katahdin Property Management.Now, they have six employees and manage over 130 units. Dave has now been a GP on five syndication projects. He focuses o...2022-04-1724 min
The Limited Partner - You can invest in Real Estate Private Equity!TLP12: Green and Sustainable Property Management with Dave HolmanEpisode 12: Show Notes.
Our guest today is Dave Holman of Katahdin Property Management. Before getting into real estate, Dave took up architecture classes in college, lived a few years in Bolivia, and set up a chain of camping stores named The Spitting Llama. In 2009, he returned to Maine, got his MBA and met Brian Sprague. Together, they formed Katahdin Property Management.
Now, they have six employees and manage over 130 units. Dave has now been a GP on five syndication projects. He focuses on value add and historic renovation style buildings, but he is currently working...2022-04-1724 min
The Limited Partner - You can invest in Real Estate Private Equity!TLP11: Learn How to Protect Your Assets Legally! with Scott SmithScott Royal Smith is an asset protection attorney and a longtime real estate investor. He's been an asset protection attorney for over nine years and investing in real estate for almost 12. Because of his experience in litigation – suing insurance companies – people started asking him about how to put up a real estate portfolio, investment and tax strategies, and asset protection.
Hence, Royal Legal Solutions was born. It is a one-stop shop for everything related to real estate and wealth creation. They do live coaching on diversified investments, tax, networking, and more. In this episode, Scott will speak on h...2022-04-1028 min
DNVR CU Buffs PodcastCasey Roddick and Jake Wiley give an update on CU's lineHenry Chisholm reports back after Day 5 of spring camp. Plus, hear from Casey Roddick and Jake Wiley. Learn more about your ad choices. Visit megaphone.fm/adchoices2022-04-0743 min
The Limited Partner - You can invest in Real Estate Private Equity!TLP10: Understanding Real Estate Investing Laws with Kim Lisa TaylorEpisode 10: Show Notes.
There are so many ways to get in trouble in the syndication business! For example, how are you finding investors? Are you allowed to advertise? How do you set up a syndication? How do you resolve issues or disputes?
The legal formation at the beginning is the foundation of everything! Learn how to do it right with Kim Lisa Taylor, founder of Syndication Attorneys, PLLC. She'll explain the main rule in syndication in detail: Regulation D Rule 506(b). Know and understand the rules so you wouldn't get involved in a deal where...2022-04-0330 min
The Limited Partner - You can invest in Real Estate Private Equity!TLP09: How to Invest in Passive Real Estate Syndications with Brian BurkeEpisode 09: Show Notes
Our guest, Brian Burke, is President / CEO of Praxis Capital Inc, a vertically integrated real estate private equity investment firm. He is also the author of "The Hands-Off Investor: An Insider's Guide to Investing in Passive Real Estate Syndications."
Brian begins by explaining the difference between being a passive investor and investing in passive real estate syndications. That's right, there is a huge difference between the two. Then he talks about the first thing that people usually ask and that is how to find the right deal to invest in. Ho...2022-03-2729 min
The Limited Partner - You can invest in Real Estate Private Equity!TLP08: Creating Wealth Through Passive Income with Whitney HuttenOur guest, Whitney Elkins-Hutten, is the Director of Investor Education in passiveinvesting.com. She is passionate about helping busy professionals transform their lives with passive real estate investing.
In this episode, Whitney will talk about the freedom she gained after discovering the power of passive income. If your goal is to have a flexible lifestyle and the freedom to spend time with people and activities that matter most to you, then this episode is for you! Listen now!
Key Points from This Episode:
Whitney started in real estate accidentally in 2002 when she purchased a h...2022-03-2022 min
The Limited Partner - You can invest in Real Estate Private Equity!TLP06: We’re in a People Business! with Melanie McDanielOur guest for this episode is Melanie McDaniel. She is the founder of Freestyle Capital Group, a boutique private equity firm that partners with passive investors to invest in private equity real estate transactions across various recession-resistant asset classes. Melanie offers a boutique experience to her investors and aims to have a personal relationship with each investor-friend.
Melanie believes that in the real estate industry, it helps to know people. It’s a people business, and real estate is just a vehicle that will help you get to your financial freedom and build your wealth. She values ot...2022-03-1322 min
The Limited Partner - You can invest in Real Estate Private Equity!TLP07: Grow Faster Through Employee Supremacy with Andy AlsopJoining us in this episode is Andy Alsop. Andy is the CEO of The Receptionist. It is the first iPad visitor management system for digital front desk check-in. As the company started, he came across Gino Wickman’s Traction methodology and adopted it. They saw the need to establish their just cause or their “why”. They are determined “to build a company that operates with compassion, lives with integrity, and fosters strong human connections.”
In this exciting discussion, Andy highlights the employee supremacy, business model. It encouraged him to prioritize the welfare of their employees and do what is in...2022-03-1335 min
The Limited Partner - You can invest in Real Estate Private Equity!TLP05: The Perks of Being a Limited Partner with Paul ShannonJoining us in this episode is Paul Shannon. Paul is a passive, limited partner in over 1,400 multifamily units, numerous industrial offerings, and ATMs. Paul talks about some of the perks of being a limited partner or passive investor. He shares what got him to leave his W2 role and how his little bit of experience as a property manager of a duplex that he bought years before helped him develop relationships and find a deal that gave him the confidence to move forward, take a chance on himself and scale in the process. Paul also gives some tips on...2022-03-1323 min
The Limited Partner - You can invest in Real Estate Private Equity!Bonus - David Lindahl - There is a difference between having a team and the RIGHT teamListen as Dave discusses how he transitioned from a Landscaper to owning over 8,200 units and the lessons he learned along the way. Book Giveaway - Davetoday.com An amazing conversation that got into one of my favorite subjects - Great books. Here are the books Dave mentioned throughout the conversation. Books Mentioned - Multi-family Millions - David Lindahl Good to Great - Jim Collins Awaken the Giant Within - Anthony Robbins The Magic of Thinking Big - David Schwartz Raise the Bar - Brian Marcel Lead the Field - Earl Nightingale Think and Grow Rich - Napoleon Hill Becoming...2022-03-1052 min
The Limited Partner - You can invest in Real Estate Private Equity!TLP01: Creating a Strong GP-LP Relationship with J ScottEpisode 01: Show Notes.
We are honored to have J Scott as our first guest in The Limited Partner Podcast! J is a tech and business guy who left his job and comfort zone to venture into a new career in a new location. He and his wife discovered real estate and began their journey flipping houses. Now, J has syndicated and held over $70M in residential property and currently owns several hundred units.
J is a GP at Bar Down Investments LLC, specializing in purchasing and repositioning large multifamily real estate assets. In t...2022-03-0832 min
The Limited Partner - You can invest in Real Estate Private Equity!TLP02: Passive Investing for Working Professionals with Dr. Jeff AnzaloneTLP02: Passive Investing for Working Professionals with Dr. Jeff Anzalone
Episode 02: Show Notes.
Most professionals only have a single source of income – their jobs. But what if something happens and you lose that one source? Our guest, Dr. Jeff Anzalone, a periodontist, will speak to us about how his experience of coming out of medical school with a significant amount of debt and going through a minor injury got him into passive investing in real estate.
Jeff is passionate about educating high-income professionals like doctors, lawyers, engineers, and accountants on how they can inv...2022-03-0822 min
The Limited Partner - You can invest in Real Estate Private Equity!TLP04: Answering Questions about Passive Investing with Ash PatelTLP04: Answering Questions about Passive Investing with Ash Patel
Episode 04: Show Notes.
Ash Patel is a full-time Commercial Real Estate and Business investor, Angel Investor, and Mentor. Ash worked as an IT manager and had different businesses over the years before he got hit with the real estate bug. In this episode, Ash will speak about various aspects in active and passive investing.
We cannot underestimate the importance of communication between limited partners, general partners, investors, or syndicators. According to Ash, a lot of deals fall apart or turn really bad because of p...2022-03-0827 min
The Limited Partner - You can invest in Real Estate Private Equity!TLP03: Investing and Market Trends in Real Estate with Deidre WoollardTLP03: Investing and Market Trends in Real Estate with Deidre Wollard
Episode 03: Show Notes.
In this episode, we'll feature Deidre Wollard. She'll share her interesting background in real estate and the exciting trends in the industry these days. Deidre has a passion for real estate writing, and her mission is to share the wisdom and understanding of real estate's core function in society with other people.
If you want to be updated on the latest trends in the real estate industry, especially in industrial, multifamily, office, and residential markets, then listen now and e...2022-03-0827 min
Wiley on BusinessA lookback at the lessons learned during season oneAs we near the end of season one, we've gotten a lot of feedback and questions about what are some of the key insights I've gained along the way. In this episode we've gone back through all the conversations we've had to date to try and distill out the commonalities and highlight what could and should be considered the keys to success.This is a really short episode, but is full of great little nuggets.We'd love feedback if there are any nuggets you uncovered in your listens that we miss...2021-10-1417 min
Wiley on BusinessErik Oberholtzer - Building and Communicating a Ten Year Plan vs. short-term thinkingErik co-founded Tender Greens in Los Angeles in 2006, a pioneering fine casual brand with 30 locations and growing. At Tender Greens Erik focused on democratizing good food at scale, and has since moved on to join Cohere where he advises founders of food brands helping them do the same. His unique perspective on supply chain integrity, biodiversity and regenerative organic agriculture provides an intuition for future food trends in uncertain times. As a chef and entrepreneur himself, he Is ab...2021-09-2847 min
Wiley on BusinessDan Kan - Co-founder Cruise Automation - Is the problem you are working on hard enough to keep you interested?Dan Kan - A serial entrepreneur, shares some of his incredible lessons learned starting several business, culminating in Cruise Automation which was sold to GM for $1 Billion.2021-09-1434 min
Wiley on BusinessGarrett Sutton - Are you ready for the success that comes when you find the right teamGarrett Sutton is a corporate attorney, best-selling author and one of Robert Kiyosaki’s Rich Dad’s Advisors. He has sold more than 900,000 books to guide entrepreneurs and investors. For more than 30 years, Garrett Sutton has run his practice assisting others in protecting assets and maximizing financial goals. Listen in to hear how Garrett met Robert and was able to become a part of the winning team that set up for the success he is today.2021-08-3123 min
Wiley on BusinessDavid Lindahl - There is a difference between having a team and the RIGHT teamListen as Dave discusses how he transitioned from a Landscaper to owning over 8,200 units and the lessons he learned along the way. Book Giveaway - Davetoday.comAn amazing conversation that got into one of my favorite subjects - Great books. Here are the books Dave mentioned throughout the conversation. Books Mentioned - Multi-family Millions - David LindahlGood to Great - Jim CollinsAwaken the Giant Within - Anthony RobbinsThe Magic of Thinking Big - David Schw...2021-07-2751 min
Wiley on BusinessBrian Adams - Linear thinking will get you linear resultsBrian talks me through some of the remarkable changes he has made to his business in the past year that have created an exponential growth in his business. Brian C. Adams is the President and Founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate private equity and has advanced knowledge in best practices for strategic real estate investing. Prior to forming Excelsior Capital...2021-07-0552 min
Wiley on BusinessLarry Stevens - What are the three things you really need to communicate?Do you want to see people grabbing their pens when you open your mouth, then you've got to learn the rule of three. Join me as I chat with Larry Stevens, my former leader and an all around interesting and great person as he imparts some of the incredible knowledge of his career and two books. J. Larry Stevens, a retired partner at the international accounting firm, PwC is Executive-in-Residence and Visiting Professor at Kennesaw State University's Coles Col...2021-06-221h 06