Shows
The Best Ever CRE ShowAI In Acquisitions Ft. Paul Hopkins, Perry Zheng, Lance Pederson and Bo BarronOn this episode of the Best Ever CRE Show, Joe Fairless interviews AI-savvy investors Paul Hopkins, Perry Zheng, Lance Pederson, and Bo Barron to explore how artificial intelligence is reshaping commercial real estate acquisitions. The panel shares practical tools—like Google’s Notebook LM, ChatGPT, AI21, and Claude—and strategies for deal analysis, underwriting, parsing PDFs, and even creating custom GPTs to automate offering memorandum reviews. They discuss how AI streamlines market research, transforms spreadsheets into semantic data, and helps underwrite deals more accurately and efficiently, while also acknowledging its limits in replacing human decision-making and deal sourcing relationships.
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The Stephen Lee-Thomas Show: Expert Advice for Real Estate EntrepreneursThe Art of Capital Raising: How to Attract Investors & Build Trust - Lance Pederson’s Proven StrategySend us a textIn Episode 17 of the Stephen Lee-Thomas Show, we dive deep into capital raising, investor trust, and AI-driven deal analysis with Lance Pederson.Lance shares his journey from selling an IT services company at 21 to managing a $300M+ equity fund and helping over 200 sponsors launch investment funds. Now, as the co-founder of Passive Advantage, he’s revolutionizing deal analysis for passive investors using AI.If you’ve ever struggled with raising capital, finding investors, or evaluating deals, this episode is packed with game-changing insights.What You’ll Learn:The...2025-03-2649 min
HERO Capital Raising ShowEP406: Discover how Lance Pederson grew a Real Estate Private Equity firm to $300M and a Fund Administration firm to $3B in Assets!Discover how to elevate your capital-raising game and build a fund that truly stands out. In this episode, we dive deep with Lance Pederson, the expert who grew a private equity firm to $300M and a fund administration firm to over $3B in assets. Lance reveals the pivotal strategies for transitioning from syndications to fund structures, the secrets to efficient capital deployment, and why fund administration is a game-changer for scaling operations.If you're an investor or entrepreneur looking to optimize your capital-raising strategy, this conversation is packed with invaluable insights you can’t afford to...2024-11-1345 min
The Gould Mine: Find your Fortune through Real Estate InvestingLance Pederson: How to Start a Real Estate Private Equity FundToday, I welcome Lance Pederson to The Gould Mine podcast, where he shares his journey from private lending to managing successful real estate funds. Lance highlights the critical role of effective storytelling, strategic fund management, and building credibility through transparency and education, especially for emerging fund managers. From conservative capital allocation to leveraging innovative tools like Passive Advantage, Lance’s insights offer a blueprint for growing in the real estate space. Tune in as Lance dives deep into the art of supporting sponsors, mitigating risks, and attracting high-net-worth investors with a clear value proposition. Welcome Lance, to The Gould Mi...2024-09-191h 04
How Did They Do It? Real EstateSA948 | How to be a Cautious Limited Partner in Syndication Deals and Fund Offers with Lance PedersonWhat makes a good deal in today’s market? How can I evaluate a sponsor or operator? Is there a way to mitigate the risks of investing as a limited partner?These are only a few concerns limited partners have when choosing the right deal or fund offering. So in this episode, we’ve invited Lance Pederson to tell us his strategies for making better decisions as a limited partner, things you should be asking and looking for before investing in any investment opportunities, and his extensive expertise in evaluating a deal.Key Poin...2024-05-0341 min
The Best Ever CRE ShowJF3496: The Experience Myth, Why Steady Deal Flow Is a Superpower, and Key Questions LPs Should Be Asking — The Due Diligence Show ft. Lance PedersonWelcome to the Due Diligence Show, a new Best Ever series featuring deep dives into every aspect of the due diligence process. In this series, our host, Slocomb Reed, will interview expert guests to uncover their stories, tips, and strategies to give you the information you need to master the due diligence process. In this episode, Lance Pederson, co-founder and CEO of Passive Advantage, joins Slocomb to discuss due diligence for limited partners, including questions LPs should be asking GPs, the importance of deal flow, and the myth that experience equals better or more advantageous deals. 2024-03-3127 min
The Real Estate Syndication ShowWS1935 Building Better Real Estate Partnerships | Lance PedersonIn today's episode of the Real Estate Syndication Show, we had the pleasure of welcoming back Lance Pederson, co-founder at Passive Advantage and creator of the Empire Builder Formula. Lance brings a wealth of experience in advising both General Partners (GPs) and Limited Partners (LPs) in the real estate syndication space.Our conversation with Lance was incredibly insightful as we delved into the common frictions that arise between GPs and LPs and how to mitigate them. Lance shared valuable suggestions that can help both GPs and LPs have a smoother and more transparent partnership.2024-02-0736 minThe Real Estate Syndication ShowWS1862 Insights into Industrial Property Investment | Highlights Lance PedersonUnlock the secrets of real estate syndication with a deep dive into the industry in my exclusive conversation with Lance Pederson, a prominent expert in the field. Lance shares his wealth of experience, particularly in Class B industrial properties in the Midwest, and unveils his latest venture, Passive Advantage – a cutting-edge software startup crafted to empower investors.Navigating the real estate landscape involves a myriad of risks, and Lance and I fearlessly dissect these challenges, emphasizing often-overlooked nuances, particularly within the dynamic industrial sector. Beyond the allure of potential returns, we delve into critical elements su...2023-11-2631 min
Grow Your Cashflow PodcastHow To Identify Great Operators | Insights From $3.2B Under Fund Administration w/ Lance PedersonIf you’re looking to deploy money to generate cashflow and you’re not 100% sure who you want to trust your money with, I highly recommend listening to this episode. In this episode of The Legacy Wealth Podcast (soon to be rebranded to the Grow Your Cashflow Podcast), I interviewed Lance Pederson who grew a fund administration company to over $3.2B in assets under administration that helped various fund operators run their fund properly. He has this unique point of view where he’s been able to see what great operators look like across the industry...2023-09-0550 minThe Real Estate Syndication ShowWS1769 Building Relationships to Grow Your Business | Lance PedersonImmerse yourself in our enlightening discussion on leveraging relationships for business growth within the real estate industry, featuring industry expert, Lance Pederson. Discover Lance's inspiring journey, from humble beginnings to becoming a prominent figure in multiple businesses, all while applying lean startup principles. We delve into the essential art of prioritizing, interpreting industry jargon, and the untapped potential of strengthening existing relationships. This discourse promises to be an invaluable resource for both budding entrepreneurs and seasoned professionals seeking innovative ways to connect with new investors.In the subsequent segment, we shift our focus towards personal...2023-08-2517 minThe Real Estate Syndication ShowWS1768 Industrial Real Estate Trends and Predictions | Lance PedersonJoin us as we reconnect with Lance Pederson, a seasoned General Partner at Resonance Capital Group and the co-founder of Passive Advantage. In this discussion, we delve into the evolution of his real estate investment management enterprise since our previous conversation, and uncover the reasons behind his strategic focus on Class B industrial properties. Additionally, Lance gives an exclusive peek into the innovative tools his firm is crafting to empower passive investors in their journey through real estate syndications.We zoom in on the intriguing realm of Class B industrial real estate, with Lance...2023-08-2433 min
The Raising Capital ShowInsights Into Industrial Assets And The Future Of Investor Relations With Lance PedersonOn this episode, Lance Pederson tells us why he’s bullish on the industrial asset class. He also shares the advantages of having a beginner mindset and how he builds trust one-to-many. What you’ll discover: How to thoughtfully differentiate yourself as capital raiser How Lance faced his fears by trusting intent over technique Why you should be educating and building trust before selling The difference between industrial class A and B Lance’s thoughts on the economic parallels between now and 2008 More...2023-05-2437 min
Mailbox Money ShowPassive Investing in Short Term Luxury Rentals - Lance PedersonIt's time that you get into short term rentals. Lance Pederson, a lifelong entrepreneur, who has helped others make lucrative investments for themselves shares his insider knowledge on what makes for successful short-term rentals. He will share key insights on how to increase one's passive income so that you can live the life of your dreams. It's no surprise that most well-off families want to maintain their lifestyles while away on vacation. A luxury rental property suits them just fine - it has all the amenities they're used to at home, plus some extras! So today we're going to...2022-08-0931 min
The Hockey Journey PodcastTom Pederson - NHL - Green Biscuit - Hockey Journey EP33My next guest is former NHLer, Tom Pederson. This Minnesota native played his youth and high school hockey for the Bloomington Jefferson Jaguars. Then went on to play Division 1 college hockey for the hometown Minnesota Gophers. His strong play early in his freshman season resulted in a roster spot on Team USA in the 1988-89 prestigious World Jr. championship. In 1989 he was an 11th-round draft pick of the Minnesota North Stars, where he played 240 NHL games for the San Jose Sharks and Toronto Maple Leafs. He also spent some time playing professionally in Japan and Germany. If that wasn't enough...2022-05-151h 15
Invest Like a Billionaire10. Evaluating & Vetting Potential Sponsors w/ Lance PedersonOne of the biggest obstacles investors face is finding and performing due diligence on investment, operators, or sponsors. How should you go about evaluating an opportunity to really know what you're getting into? Lance Pederson, founder of Verivest, has made it his professional mission to bridge the gap between investors and sponsors, alleviating some of the headaches of finding trustworthy operators. You'll learn several tips and things to watch out for when looking at a new investment opportunity. Listen in for some great insights.
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Real Estate Risk ReportThe Journey to Private Real Estate Lending, with Peter Christiansen Peter Christiansen of Builders Trust Capital joins lance to discuss his journey to private lending in real estate. As a 15-year veteran in the financial services industry, Peter has a deep understanding of investor and borrower needs that enables him to link sophisticated sources of capital with appropriate borrower and collateral profiles. Peter and Lance dive into the inherent risks that are present in private lending and what his firm does to mitigate those risks.2021-11-1038 min
Pillars Of Wealth CreationPOWC #422 – Getting Investors to Trust You with Lance PedersonTodd talks with Lance Pederson about how you can build a trusting relationship with high net worth investors.
Lance Pederson has worked in the middle-market real estate space for more than 13 years and has helped over 180 entrepreneurs architect pooled investment funds. He’s passionate about the power of transparency in building trust between sponsors and investors. He is the Founder and Managing Partner of Verivest, an end-to-end real estate investment platform designed to bring transparency to middle-market investing. Lance is the Principal of Fairway America, a private equity real estate company in Portland, Oregon. He also hosts the podcast ‘The Real...2021-10-2549 min
Real Estate Risk ReportCreating Accessibility in Multifamily Real Estate Investing, with Matt Belcher Matt Belcher, CEO and Co founder of CalTier Realty joins Lance to discuss his journey to multifamily investing. Matt is a seasoned executive, business developer and entrepreneur engaged in many aspects of real estate, technology, Foreign Direct Investment (FDI), large-scale complex real estate transactions, and commerce both into and out of the US. Matt and his team focus on accessibility and having a broad range of offerings that are open to both accredited and non-accredited investors. Matt and Lance dive into what it takes to operate a real estate investment firm and the amount of grit it requires to...2021-10-2036 min
Real Estate Risk ReportIntroducing Ryan Parson of Sunlight Peaks, A Registered Investment Advising FirmRyan Parson of formally known "Mile Marker Club", joins Lance rebranded as "Sunlight Peaks", a registered investment advising firm. For Ryan and his team, investment advice is all about a comprehensive list of issues that impact all clients, such as charitable giving, estate planning, business succession planning, self directed IRA's and so many more financial situations that requires Ryans firm's expertise. A major component of wealth planning is having clear communication. Ryan and Lance drive home the importance of transparent and consistent communication as a key ingredient to living your best life.2021-10-0641 min
The Lead Sponsor - Real Estate Investing Through Syndications and FundsBridging the Gap Between Investors and Sponsors - with Lance Pederson | TLS119Lance Pederson has worked in the middle-market real estate space for more than 13 years and has helped over 190 entrepreneurs architect pooled investment funds. He’s passionate about the power of transparency in building trust between sponsors and investors.Join Our Passive Investor NetworkDownload Our Passive Investor Guide to Multifamily SyndicationsWE DISCUSS:An overview of what his company does.His entrepreneurial journey and his drive to solve hard problems.Their target clients.The importance of match-making and track record verification.How their platform provides transparency which in...2021-10-0133 min
Real Estate Risk ReportLearning About Multifamily Ground Up Development, with Tim O' Brien2021-09-2040 min
Real Estate Risk ReportInvesting in Manufactued Housing Communities, with Brett Bowman and Ryan Hill Brett Bowman and Ryan Hill of Suncrest Capital join Lance to discuss the "darling" manufactured communities asset class. Ryan and Brett dive into how they source deal flow - with experience, sponsors have greater access to higher quality deals! The three discuss how weather in different areas can effect these communities, and what steps they are taking to mitigate the risks that are out of their control. Lance, Brett and Ryan discuss cost segregation and the exciting tax benefits of investing in manufactured communities.2021-09-1539 min
Real Estate Risk ReportPassive Investing Requires Personal Goal Setting, with Ryan Parson Ryan Parson of Mile Marker Club, joins Lance once again to discuss what "living your best financial life" looks like. With so many deal sponsors on the market offering a variety of investment opportunities, how does one decide what deal is right for them? Lance and Ryan dig into what needs to happen prior to making any investment and the importance of keeping an open mind about investing in a wide array of deals.2021-09-1338 min
Real Estate Risk ReportA Securities Lawyer's view on RiskAlan Rosca, Securities lawyer at the Goldman Scarlato firm, joins Lance to talk about the important role he plays in risk mitigation. His main focus is on victims of ponzi schemes and investment fraud. Lance and Alan dive into the red flags of a ponzi scheme and what happens when an investment product goes wrong.2021-09-0828 min
Real Estate Risk ReportInvesting into a Fund, with Lisa Hylton2021-08-3041 min
Real Estate Risk ReportBuilding Community in Mobile Home Parks, with Sam Hales Sam Hales, CEO of Saratoga Group joins the show to discuss mobile home park investing. Mobile home parks are an interesting asset class that relies heavily on community to become a thriving place for all residents to call home. Growing up in a mobile home park himself, Lance knows just how important the community aspect is for residents. Sam and Lance dive into what Saratoga Group has done to revitalize these mobile homes and their "secret sauce" to keeping tenants happy.2021-08-2346 min
Real Estate Risk ReportAlternative Lending: A Tool for Passive IncomeMark Hanf, Founder and CEO of Pacific Private Money, joins Lance for the 100th episode of the Real Estate Risk Report! Mark Hanf has a total of 35 years of expertise in the real estate industry and continues to thrive in the private lending space. His company launched in 2008 and is now one of the fastest-growing companies in the private capital market space. Lance and Mark take a closer look at the private lending space, diving into the meaning of leverage and the implications it has for investors.2021-08-1847 min
Real Estate Risk ReportUnderstanding your "Financial Picture", with Hillary Seiler Hillary Seiler of Financial Footwork joins Lance to give listeners a few pointers on what it means to be "financially fit". In 2016, Hillary launched a new financial education program through her first company, Seiler FEC, for pro-athletes which is now in use by 7 NFL teams and hundreds of athletes across the US from all major sports. She emphasizes, "it's not how much money you have, it's how you manage the money you do have." Lance and Hillary discuss the importance of discipline as a means of achieving your financial goals and ultimately, financial freedom.2021-08-1647 min
Real Estate Risk ReportThe Importance of Diversification, with Jason Riley Jason Riley of Fairway Asset Management, joins Lance to discuss the importance of diversification in alternative investing. Jason shares his evolution from a naval officer, his passion for economics and explains the benefits of alternative investing through real estate. Lance and Jason dive into the inherent risks involved in real estate investing and how one can mitigate risk by education and conducting proper due diligence.2021-08-1147 min
Real Estate Risk ReportWhy Self Storage is a Booming Asset Class, with Jacob Vanderslice Jacob Vanderslice of VanWest Partners joins Lance to discuss the booming self-storage asset class. VanWest Partners is a Denver-based real estate investment firm focusing on the acquisition and management of self-storage centers and other opportunistic real estate throughout the United States. Jacob and his team enjoy self storage because of its proven ability to withstand catastrophic economic events. Jacob and Lance dive into the intricacies of self storage and what it takes to be successful in this particular asset class.2021-08-0942 min
Real Estate Risk ReportEducation is a Tool for Success, with Heather DrevesHeather Dreves of Secured Investment Corp, joins Lance to discuss how she climbed the ranks in the RE industry. From Loan officer to director of funding and servicing, Heather has found her stride in educating others on just how rewarding real estate investing can be. Secured investment Corp specializes in residential fix and flip lending and have been able to gain momentum in their business during the pandemic. Heather and Lance dive into how their firm has remained relevant throughout uncertain times.2021-08-0449 min
Real Estate Risk ReportLiving your best life, with Ryan Parson2021-07-2642 min
Real Estate Risk ReportHow to Become an Active Passive Investor, with Randy Langenderfer Randy Langenderfer of InvestArk Properties joins Lance to discuss how he balances his W2 career, while investing passively in real estate. Randy has a passion for educating real estate investors on the risks that are inevitable, but can be mitigated with proper due diligence. He and Lance dive into the importance of asking the right questions before transacting and why knowing the team matters.2021-07-0740 min
Real Estate Risk ReportRockstar Operators are the Key to Success, with Seth TeagleSeth Teagle of The Stream Group and a Minot, North Dakota native, joins Lance to discuss the Ohio multifamily market. Seth is a full time fire fighter and a multifamily syndicator that has found his stride in balancing both occupations to build financial freedom through passive real estate investing. Lance and Seth discuss the importance of long term relationships and how doing business with operators who are thorough ultimately leads to a positive outcome!2021-06-3035 min
Discovering MultifamilyTrust But Verify: The Key To Passive Investor Due Diligence With Lance PedersonToday, we’re going down the rabbit hole of how you, as a potential passive real estate investor, can invest with better diligence and security with an operator. Joining me on Discovering Multifamily episode 145 is Lance Pederson, the founder and managing partner of Verivest, an end-to-end real estate investing platform designed to bring transparency and trust to middle-market investing.Listen in to hear how Lance started Verivest and the many needs it was created to fill. He discusses how they verify and monitor potential and ongoing deals in order to make it easier to create tru...2021-06-2924 min
Real Estate Risk ReportDeveloping the Multifamily Mindset, with Tyler DeverauxTyler Deveraux of MF Capital Partners joins Lance to discuss how his humble beginnings sparked his curiosity for passive RE investing. He explains how a single family property is a riskier investment and why he is a proponent of MF investing. Tyler's maxim is, "If you take care of tenants, the bottom line always benefits." He and Lance dive into the intricacies of operating in the multifamily asset class and the due diligence that passive investors should be conducting prior to making an investment.2021-06-2152 min
Global Investors: Investing in U.S. Real EstateGI104: Verified Real Estate Syndication Investing with Lance PedersonLance Pederson is the founder and managing partner of VeriVest; an end-to-end real estate investment platform designed to bring transparency and trust to middle-market investing.
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Real Estate Risk ReportDoing Good and Doing Well, with JP NewmanJP Newman joins Lance once again to dive into finding purpose in real estate investing. As JP fondly calls it, "doing good and doing well." Lance and JP discuss the importance of putting yourself in the residents' shoes and how it takes humanity to be successful in retaining long-term happy tenants. Ultimately, it's resident retention that creates higher returns for investors. What sets Thrive FP apart from others is their ability to listen to their tenants' needs and deliver on their promises.2021-06-0936 min
Real Estate Risk ReportInvesting North of the Border, with Jesse FragaleJesse Fragale approaches real estate from multiple angles. Based in Toronto, he started his investing career in student rental properties before transitioning into multi-family investments. His day job at Avison Young focuses on the brokerage side of commercial real estate. He and Lance break down the unique challenges of investing in Canada versus the U.S., including stricter rent controls, a more conservative financial environment, and lower transaction volume. Buy-and-hold is the chief strategy, and Lance and Jesse dig into how value gets added and deals get structured2021-06-0235 min
The Freedom Founders Podcast - Investing and Financial Freedom for DentistsEp #330: Lance Pederson - Trust But Verify: The Key to Due DiligenceToday, we’re going down the rabbit hole of how you, as a potential real estate investor, can invest with better diligence and security. Joining me on the show is Lance Pederson, the founder and managing partner of Verivest, an end-to-end real estate investing platform designed to bring transparency and trust to middle-market investing. Check out the show notes for more information!2021-05-2829 minThe Freedom Founders Podcast - Investing and Financial Freedom for DentistsEp #330: Lance Pederson - Trust But Verify: The Key to Due DiligenceToday, we’re going down the rabbit hole of how you, as a potential real estate investor, can invest with better diligence and security. Joining me on the show is Lance Pederson, the founder and managing partner of Verivest, an end-to-end real estate investing platform designed to bring transparency and trust to middle-market investing. Check out the show notes for more information!2021-05-2829 min
Real Estate Risk ReportThe Goal is to Make Money, but the Job is to Manage Risk, with Mike Coen2021-05-2636 min
Westside Investors Network (WIN)31. Verified Investing with Lance PedersonABOUT LANCE PEDERSONLance Pederson is the Founder of Verivest and the host of The Real estate Risk Report podcast. He is also the Principal of Fairway America, a private equity real estate firm based in Portland. He has worked in the middle-market real estate space for more than 13 years and has helped over 180 entrepreneurs' architects pooled investment funds. He’s passionate about the power of transparency in building trust between sponsors and investors. THIS TOPIC IN A NUTSHELL:[01:25] His caree...2021-05-2145 min
Working Capital The Real Estate PodcastHow Risky is Real Estate with Lance Pederson | EP54Lance Pederson has worked in the middle-market real estate space for more than 13 years and has helped over 180 entrepreneurs architect pooled investment funds. He is the Founder and Managing Partner of Verivest, an end-to-end real estate investment platform designed to bring transparency to middle-market investing. He’s also a principal of Fairway America, a private equity real estate equity in Portland, Oregon. Lastly, Lance is the host of the ‘The Real Estate Risk Report,’ podcast, featuring conversations with real estate sponsors around the topic of risk mitigation In this episode we talked about: Lance`s background The transition from ha...2021-05-1947 min
Real Estate Risk ReportThe Best Deal is Sometimes the One You Don’t Do, with Ken Gee Ken Gee is a former Deloitte & Touche CPA turned real estate investor at Tampa-based KRI Properties. His background in accounting has instilled in him an analytical, principled approach to deals, and a high aversion to losing someone else’s money. He and Lance discuss underwriting from the ground up—not using a back-of-the-napkin approach. Ken talks about his 90-plan for taking over a property, occupancy as a key risk mitigation strategy, and never losing sight of the most important aspect of a transaction: people.2021-05-0550 min
Real Estate Risk ReportBulletproof Wealth Strategy: Unpacking a Secret Weapon, with Tom Laune Tom Laune of Stress-Free Planning has a unique set of tools he deploys for his clients, which he calls the Bulletproof Wealth Strategy. Tom is a student of the Austrian school of economics and the concept of Infinite Banking. He champions the use of a whole life insurance policy to create a vehicle that acts as a line of credit, essentially allowing real estate investors to act as their own banker. Lance and Tom break down how the strategy works, including the ongoing dividends, the myriad tax advantages, and the misconceptions spread by the financial media. Listen and learn!2021-05-0344 min
The Capital Raiser ShowLance Pederson (Preview) Creating Funds to Go Out On a Syndication Buying BingeLance goes into some of the benefits of creating a fund and shares his vision for making the capital raise process more effective for the emerging commercial real estate investor. https://www.verivest.com2021-05-0102 minThe Capital Raiser ShowLance Pederson Bonus: Persuading Ruben to Start His Own Private Equity FundLance provides a favorable explanation for sponsors as to why becoming a private equity fund manager to raise capital for other operators makes a great deal of sense! https://www.verivest.com2021-04-3005 minThe Capital Raiser ShowCRS138 Lance Pederson: Teaching Mortals how to Become Fund ManagersI've been so fascinated about funds and this episode brought it home for me! Lance Pederson articulates eloquently and helps us navigate the world of fund creation. He breaks it down like no other! I hope to work with him this summer as my fund architecture consultant! https://www.verivest.com2021-04-3051 min
Real Estate Risk ReportA Primer on Self-Directed IRAs, with Haley Gant Haley Gant of Houston-based Quest Trust Company specializes in Self-Directed IRAs, a valuable tool that most American know little about. With a Self-Directed IRA, retirement investors aren’t limited to stocks, bonds, and mutual funds—allowing you to take advantage of alternative investments like real estate. Lance and Haley discuss how and why education is critical for this product, how you can navigate the waters with a large institutional custodian, some tax nuances involved, and tips for evaluating the wide array of custodians available to you.2021-04-3048 min
Real Estate Risk ReportThinking Beyond Traditional Retirement Strategies, with Savannah Arroyo2021-04-2826 min
Real Estate Risk ReportThe Path to $1B in AUM, with Dan Handford Dan Handford is the Carolinas-based managing partner of PassiveInvesting.com, a private equity real estate firm focusing on both multifamily and self-storage facilities. Dan wears lots of hats, from asset management, to acquisitions, broker relationships, and investor recruitment. Throw in his role as host of Multifamily Investor Nation, and Dan has lots of insight to share on the passive investing landscape. He and Lance dig into his audacious goals and methods—the nuances within the Class A and Class B asset classes, his portfolio model of buying self-storage assets, why he’s bullish on Boise, the up and downsides of b...2021-04-2644 minReal Estate Risk ReportCost Segregation: The Win-Win-Win, with Frank Giudici Frank Giudici is a former civil engineer turned Business Development Director for Bedford Cost Segregation. Cost Segregation is the not-so-secret tax weapon designed to help passive investors accelerate depreciation deductions, defer tax, and improve their cash flow. Frank joins Lance to unpack how and why it’s such a powerful, proactive tool—especially while the Tax Cuts and Jobs Act of 2017 is still in place. That said, not all Cost Segregation is created equal, and Frank breaks down the risks of un-certified Cost Segregation.2021-04-2351 minReal Estate Risk ReportThe Global View of the U.S. Real Estate Market, with Charles Carillo Charles Carillo is a partner at Florida-based Harborside Partners, and host of the Global Investors Podcast. Charles joins Lance to talk about his approach to helping foreign investors — and Americans — enter the U.S. real estate market. He shares key indicators for analyzing multi-family deals: the importance of boots-on-the-ground, increasing NOI without simply raising rents, and finding hidden management efficiencies. They also look ahead toward impending cap rate compression, safe harbor during inflation, and the under-appreciated industrial asset class.2021-04-2138 minReal Estate Risk ReportLaunching a Military-focused Real Estate Company, with Jame Marszalek James Marszalek returned from hundreds of combat missions in Iraq with a desire to feed his entrepreneurial spirit in a way the military couldn’t. He turned to real estate, and focused on the niche class of buyer he knew well: active duty military and veterans. He launched Operation Red Dot, focused on the Tacoma, Washington market, and grossed $65M in sales. He’s now launching a hedge fund—the Red Dot Income Fund—a rent-to-own product for military veterans. He and Lance talk about how he uncovered this unique opportunity, his focus on Class A properties, the wild supply a...2021-04-1953 min
I Can Be Wealthy Podcast#47 Lance Pederson of Verivest Talks Due Diligence In the Alternative Investment SpaceOn this week’s episode, Lance Pederson, Founder and Managing Partner at Verivest, takes the time to speak to us about the value of due diligence and how it’s the cornerstone of all successful investors.What I love about this interview is Lance’s story behind:how he found himself on the property investing journey, how the post-COVID world has affected the way he thinks about investing; his company Verivest; and his advice to investors in the next five years. —...2021-04-1834 minReal Estate Risk ReportShow Up and Do the Right Thing Consistently, with Michael Becker Michael Becker of SPI Advisory is a busy man. He manages more than 3000 apartment units in Texas, hosts the Old Capital Podcast and the live Multifamily Investing Show on YouTube. Lance and he discuss how he juggles it all, assesses new opportunities, and breaks down the key markets in the Lone Star State. They discuss the probability that the public markets are in a ’99-style bubble, and the FOMO and overpaying happening in private markets. How do you keep your head through it all? Keep. It. Simple.2021-04-1638 minReal Estate Risk ReportWhen the Moment of Truth Arrives, with Darris Cassidy Darris Cassidy of Fairway America is a longtime colleague of Lance, and joins to wax nostalgic about their history together, and break down the market from the view of a capital provider. They discuss the ‘Amazon effect’ on Retail, the tenuous state of Office, and the dilemma of trying to predict the market’s post-covid behavior. Darris also reveals what he likes right now, including Multi-family, Hotel Conversions, and Single-family Build-to-rent. All of these, of course, lead to “risk mitigation moments of truth” that the investor must recognize, and choose the right path.2021-04-1446 min
AJ Osborne PodcastHow to Structure & Put Together Great Real Estate Deals with Lance PedersonWelcome back everybody to the AJ Osborne podcast! I’m excited you’re here and even more excited about the great guest I have on the podcast for you today.
It’s my pleasure to introduce you to the one and only Lance Pederson.
Lance helps investors navigate what so many believe to be the complexities of the investment world. I say, “what so many believe to be the complexities” because as we discuss in this episode, there are a ton of investors out there focusing on the completely and totally wrong things. To that, Lance has...2021-04-1351 min
Real Estate Risk ReportFinding True Alignment Between Sponsors and Investors, with Ryan Daigle Ryan Daigle of Carolinas-based Flywheel Equity is a former software engineer turned multi-family operator. Ryan started Flywheel with the desire to make real estate available to everyday investors, and has built a network of like-minded “technologist investors.” The unique, analytical mindset of this group requires a commitment to transparency and education, which is music to Lance's ears. He and Ryan break down Flywheel's approach, and discuss how passive investors need to question a sponsor’s criteria and methodologies before jumping in.2021-04-1239 min
Real Estate Risk ReportBanks as Lenders is Becoming Extinct, with Scott Rerucha Scott Rerucha of Seattle-based Legacy Group Capital joins Lance once again to shoot some arrows at the banks. Legacy has worked for years with borrowers and builders on ground-up single- and multi-family projects, creating a thriving alternative to bank financing. Lance and Scott talk about Legacy’s approach to assisting custom home builders, and exploiting the many flaws in the strategy of banks, from bloated approval times to outdated regulatory approaches to misguided underwriting.2021-04-0942 minReal Estate Risk ReportChecking into the Hospitality Asset Class, with Mike Stohler Mike Stohler is the founder of the Arizona-based Gateway Equity Group. A former airline pilot, Mike joins Lance to share how the analytical mindset of his old profession translates to his current role as an active investor. They also break down one of Mike’s core areas of focus: Hospitality. The pandemic has battered the sector, but opportunity is out there. Mike discusses his preference for limited-service “bread and butter” hotels, identifying value in the space, navigating the myriad tax advantages … and his aversion for fast-talking salespeople.2021-04-0745 minReal Estate Risk ReportMaking Sense of the Capital Stack, with Shahin Yazdi Shahin Yazdi is a Principal at LA-based George Smith Partners, and joins Lance to to talk all things financing. Shahin has deep experience negotiating and underwriting complex real estate transactions—an art that continues to evolve rapidly. He and Lance break down the nuances of Equity vs. Debt, GPs vs. LPs, Risk Tolerance vs. Return Requirements—and why, despite the innovations in the space, it still just comes down to relationships.2021-04-0534 minReal Estate Risk ReportSing for your Supper and Eat your Own Cooking, with Kenny Wolfe Kenny Wolfe of Wolfe Investments manages a range of asset types in the Texas and Ohio markets. He joins Lance to provide some sage warnings for investors as they evaluate entering the space. Are you asking the right questions, or simply taking the sponsor at face value? Are you acting as the CEO of your own money? Ultimately (as always) it comes down to transparent conversations, about everything from your goals, to more technical aspects like cap rate compression. The guys cover it all in this enlightening episode...2021-04-0239 min
Real Estate Risk ReportThe Five T’s of Treasury Management, with Ryan Parson Ryan Parson of Heritage Capital and the Mile Marker Club joins Lance once again to nerd out on the 30,000 foot view of the alternative investment landscape. With new classes of opportunities emerging even in the past year, it’s vital to know your wealth and know what you want your ‘best life’ to look like. Ryan and Lance dig into Ryan’s five T’s of Treasury Management: Turbulence, Taxes, Timing of Cash Flow, Targets in your Portfolio, and Type of Deals. Buckle up and get ready to learn!2021-03-3129 min
Real Estate Risk ReportPlaying Financial Offense and Financial Defense, with Spencer Hilligoss When it comes to the pursuit of financial freedom, we find ourselves in the middle of a big shift — a seminal, “Oh crap,” take-charge moment. Spencer Hilligoss from Madison Investing joins the show to talk about moving from ignorant to enlightened. Spencer is passionate about teaching people that true wealth doesn’t come a W2 job with a nice 401k. He and Lance talk about opening your mind to so-called “alternative assets,” getting comfortable with uncertainty, the fallacies of financial advice and do-your-own taxes, and educating yourself around disclosure risk.2021-03-2940 min
Real Estate Risk ReportMulti-family Risk versus Single-family Risk, with Rodney Thompson Rodney Thompson of Solaris Capital is a multi-family syndicator based in Minneapolis. He made the transition from single-family years ago, lured by multi-family’s scalability and — as he sees it — lower risk profile. He and Lance discuss Rodney’s approach to analyzing markets in the Midwest and Southeast, the characteristics he looks for in properties, and the importance of having conviction.2021-03-2628 min
Real Estate Risk ReportThe Goal is to be 100% Passive, with Dusten Hendrickson2021-03-2439 min
Real Estate Risk ReportFinding your Lightbulb Moment, with Kevin BrennerKevin Brenner of Nimbus Capital was a captain in the US Air Force when he first read “Rich Dad, Poor Dad” and woke up to the opportunities he's pursuing today. Lance and Kevin discuss his journey from buying his first quadplex, to growing a community of military real estate investors, to fighting past the naysayers and launching a private equity fund.2021-03-2247 min
Real Estate Risk ReportThe Journey from Passive to Active Investor, With Abel Pacheco Abel Pacheco is a self-described grinder. After more than a decade in the corporate and IT world, he partnered with his wife in 2008 to form 5 Talents, which now runs $93MM in corporate and multi-family assets. Lance and Abel talk about lessons learned along the way, the upside of the Texas market, and how he brings investors along for the ride through a diversified fund.2021-03-1934 min
Real Estate Risk ReportThe Subtle Art of Value Adds, with Terrance Doyle The name of Terrance Doyle’s company leaves no doubt about where his passion lies: The Value Add Real Estate Company. Terrance has $40M in multi-family assets under management in the Des Moines and Denver markets. He and Lance dig into his nuanced strategy to analyzing the hidden value of an asset through the lenses of property management, expenses, and upgrades. “Do the work as if you were going to live there.” Amen.2021-03-1737 min
Real Estate Risk ReportNavigating the Communication Landmine, with Adam Gower Adam Gower of the Gower Crowd joins Lance for a spirited conversation that keeps returning to communication as THE fundamental concern of investors. Adam is a former digital marketer who views real estate investing through the lens of the marketing funnel. He and Lance talk about the basic fears of both investor and sponsor, the scourge of the Clubhouse mentality, deal junkies, rose-colored IRRS, and much more.2021-03-1541 min
Real Estate Risk ReportWhat’s REALLY going on in the Bay Area, with Bobak and Mark Bobak Tamaddon and Mark Gagner are longtime San Francisco Bay Area multi-family investors, and join Lance to talk about the myths and realities of this one-of-a-kind market. Are the startups really fleeing for Austin and Miami? Will the chronic housing shortage here persist after the pandemic? Which submarkets offer the best opportunities for value-adds?2021-03-1235 min
Real Estate Risk ReportPerfecting the Investor Experience, with Brian AdamsBrian Adams is the founder of Excelsior Capital, a Nashville-based real estate private equity sponsor. Brian talks about his focus on “transacting like a gentleman” with investors, and vital role that transparency plays. He and Lance dig into a variety of topics, like the move from co-mingled funds to direct deals, why he loves single-story flex industrial right now, and his approach to nurturing local relationships across a dozen or more markets at a time.2021-03-1048 min
Real Estate Risk ReportReal Estate Investing—The Ultimate Side Hustle, with Daniel Holmlund Daniel Holmlund of Aalon Capital works full-time as a software developer at Intel, but still runs multifamily syndications, an investing club, and an investing podcast. Real estate investing is becoming more and more a team sport, and Daniel plays it well. He and Lance discuss the opportunities and challenges in educating professionals to take control of their financial future through real estate.2021-03-0835 min
Real Estate Risk ReportAsking Stupid Questions is a Great Thing, with AdaPia D’Errico Adapia D’Errico of Alpha Investing has moved from the Fintech world, into early real estate crowdfunding, into private equity investing. She shares with Lance her “devil in the details” approach to assessing the risk of institutional-quality deals, and why it’s critical to look past shiny numbers. She and Lance nerd out on their mutual passion for transparency in a post-Covid world, cautioning investors about getting bullied out of asking the right questions.2021-03-0540 min
Real Estate Risk ReportShifting from Single-Family to Multi-Family, with Arn Cenedella Arn Cenedella of Spark Investments joins Lance to share lessons learned from 40 years in real estate on both coasts. Arn made the switch from single-family to multi-family, moving from the Bay Area to the emerging Carolinas market. He and Lance talk about mixing old-school with new-school metrics, his approach to scaling and co-GPs, and why it’s important to recognize your weaknesses and partner accordingly.2021-03-0331 min
Real Estate Risk ReportEarn More / Keep More, with Holly Williams Holly Williams made the move from advertising executive to real estate syndicator and debt fund lender, after realizing how much of her income was being sacrificed to taxes—inspiring her mantra “Keep More.” She joins Lance to break down what she’s learned by tapping into the tools and strategies of the wealthy, like private lending. They discuss why boring is good, why relationships are still critical to dealmaking, and why classic investment tools like mutual funds and 401ks are actually riskier than real estate.2021-02-2748 min
Real Estate Risk ReportBreaking Down the Doors to Financial Freedom, with Monick Halm Monick Halm is the founder of Real Investor Goddesses, a community of professional women creating wealth through real estate. Monick — a lawyer-turned-flipper-turned-syndicator — was inspired to start the movement after attending a real estate seminar a decade ago and seeing almost no fellow female attendees. Lance and Monick discuss the critical role that education and advocacy play in bringing new investors into the space, and her three C’s for vetting potential partners: character, commitment, capacity.2021-02-2333 min
Real Estate Risk ReportRelationships are at the Heart of the Deal, with Ruben Greth Ruben Greth of Bakerson Investments is a Multi-family investor and host of the Capital Raiser podcast. Ruben is driven by the simple truth that people won’t invest with you until they know and trust you. He and Lance talk about strategies for bringing along passive investors into the multi-family asset class, particularly Ruben’s use of social media as a platform to create exposure and build relationships.2021-02-2231 min
Real Estate Risk ReportThe Art and Science of Due Diligence, with Seth Bradley Seth Bradley is an attorney, investor, and host of the Passive Income Attorney Podcast. He and Lance unpack the vetting process Seth deploys to evaluate a market, a sponsor, and a deal. The gut-level relationship (the “art”), is still paramount for Seth, but he’s not afraid to pick apart a flawed proforma either (the “science”). He shares his insight on both sides, and talks about the merits and flaws of the emerging “co-GP” trend.2021-02-1736 min
Real Estate Risk ReportTrust is the Transaction, with John FortesIn this episode Lance chats with John Fortes of the Fortes Company, a kindred spirit as passionate about due diligence and risk mitigation as he is. John brings passive investors into multi-family deals, but only after spending up to a year getting to know the sponsor, and performing his own brand of nuanced underwriting. He and Lance dig into the benchmarks he uses to vet a sponsor, and how to avoid confirmation bias in a bull market where every sponsor looks like a genius.2021-02-1539 min
Real Estate Risk ReportBoring is the New Sexy, with John Casmon John Casmon of Cincinnati-based Casmon Capital Group is a former marketing exec turned investment sponsor, and host of the Target Market Insights podcast. He and Lance discuss the John’s belief in the “boring” fundamentals when is comes to assessing deals, markets, and partnership opportunities. This includes his focus on cash flow, developing a sound business plan, project management, and assessing the health of a market.2021-02-1039 min
Real Estate Risk ReportWalking the Line between Risk and Return, with Rob Beardsley Rob Beardsley of Lone Star Properties is a multi-family investor and preferred equity provider, primarily in Texas and the southwest. Rob and Lance get into the technical details of the relationship between risk and return, and why not all returns are created equal. Rob also discusses the preferred equity side of his business, and the underappreciated role that pref equity can play in lower middle-market deals.2021-02-0836 min
Real Estate Risk ReportFeeling the BRRRR, with Blake Dailey Blake Dailey of Growth Vue Properties joins Lance to talk about his approach to Multi-family syndication. Blake is an active Air Force serviceman, podcast host, and multi-family syndicator in Florida. He and Lance discuss Blake’s approach to risk, creating genuine relationships, and focus on 'BRRRR' … Build / Rehab / Rent / Refinance / Repeat.2021-02-0322 min
Real Estate Risk ReportThe Essential Role of Discipline, with Brian Briscoe Brian Briscoe of Four Oaks Capital is an active Lieutenant Colonel in the US Marine Corps—and a sponsor/educator in the multi-family asset class. Brian’s team focuses on Class C value-adds in the upstate South Carolina region. He and Lance discuss his unique approach to mitigating risk, rooted in disciplined and conservative underwriting, experienced property management, and being smart with renovations.2021-02-0144 min
Real Estate Risk ReportSelling a Story Instead of a Number, with Anthony Vicino Anthony Vicino of Invictus Capital is a multi-family syndicator, based in Minneapolis. Anthony and Lance break down this strong but often misunderstood market, and how COVID has shifted Anthony’s multi-family playbook. They discuss the importance of rent analysis, streamlining operational expenses, and getting investors to buy into the narrative of a project, not just the IRR.2021-01-2749 min
Real Estate Risk ReportSelf-storage Investment: Myths and Reality, with AJ Osborne Self-storage is one of the hottest asset classes in real estate, and AJ Osborne of Boise’s Cedar Creek Wealth has been doing it for decades. He and Lance dispel the myth that it’s an easier, “recession-proof” vehicle. AJ shares a few key tenets, including viewing it as a business instead of a real estate investment, the critical role of supply and demand analysis, and how he’s turned data and technology into a competitive advantage.2021-01-2541 min
Real Estate Risk ReportAdding Value (Smartly) in Multi-family Investments, with Chris Salerno Chris Salerno of QC Capital is a Charlotte-based broker-turned-sponsor, and joins Lance to chat about the Multi-family asset class. Chris’ group focuses on the acquisition of 100-unit projects built between 1990-2010, mitigating risk by being simple and conservative in their value-add strategy. They discuss taking a hard look at some classic red flags, like creative pro formas, inflated exit caps, and bad debt at a property.2021-01-2028 min
Real Estate Risk ReportBuild-to-Rent is the Future of Housing, with Freddy Ellis Freddy Ellis of Watermark Properties talks to Lance about one of the hottest sectors in residential housing, single-family home rentals. Watermark develops communities that offer renters the benefits of a single-family home with the convenience and amenities of a resort. Lance and Freddy unpack all the pieces, like how to work with municipalities, creating a premium and differentiated living experience, and the amount of exit options for investors unique to this strategy2021-01-1840 min
Real Estate Risk ReportBeware The Investing Thunderdome, with Boots Dunlap Boots Dunlap of RRA Capital, a commercial bridge loan lender, joins Lance to dig into RRA’s data-rich approach to delivering customized debt products for sponsors across the country. Boots and Lance discuss learning from the mistakes of others, why underwriters need to focus on the borrower instead of the asset, and the risks in believing that anyone with big money can be a lender.2021-01-1345 min
Real Estate Risk ReportThe State of Single-Family Residential, with Ryan Parson Single-family residential is one of the most accessible, liquid, efficient asset classes an investor can own. But after a decade of growth, are we approaching the “buy low, sell high” moment? Ryan Parson of Mile Marker Club joins Lance to ask some tough questions. How long can these valuations last? How might affordability be impacted in a post-pandemic, post-stimulus economy? When and how should investors approach re-balancing their portfolio? Ryan and Lance break down the risks.2021-01-1136 min
Real Estate Risk ReportFocus on the Sponsor as Much as the Deal, with Travis Watts Travis Watts of Ashcroft Capital is a passive and active investor with a focus on Value-add Class B Apartments. Travis preaches “investing in what you know;” and digging into the track record of sponsors as much as the investment numbers. He and Lance talk about spotting the risks in fluffed up IRRs and over-complex sales pitches, and how he evaluates each investment as a business.2021-01-0732 min
Real Estate Risk ReportKnowing Your Market, with Scott Rerucha Scott Rerucha of Legacy Capital Group talks with Lance about his team’s strategic approach to their core market of Seattle. Legacy has both a lending and development arm, and Scott believes that their vertical integration and a deep focus on a single market delivers a distinct advantage to builders and investors. They discuss the risks associated with zoning complexities, surviving downturns, and adhering to a “more deals than money” philosophy.2021-01-0438 min
Real Estate Risk ReportSlow Down to Get Ahead in Multifamily, with Devin Elder Devin Elder of the DJE Texas Management group has built a stellar track record with a conservative, one-project-at-a-time approach to multifamily development. DJE works exclusively in the San Antonio market, and Devin believes this hyperlocal approach helps him execute more quickly and strategically. He and Lance also dig into the risks around Loan Maturity and Capitalization, and DJE’s programmatic approach to the upgrades of its properties.2020-12-3034 min
Real Estate Risk ReportNot all Mobile Home Parks are Created Equal, with Jack Martin and Nate Pattee Jack Martin and Nate Pattee of the Arizona-based firm 52TEN join Lance to discuss their “Give Before You Take” approach to Mobile Home Park investing. This asset class is a unique, complicated beast. Jack and Nate believe in the importance of building credibility with owners first, by investing in park culture and experience. They discuss risk mitigation as it relates to on-site management, vigilante owners, leverage and debt, as well as their exit strategies.2020-12-2842 min
Real Estate Risk ReportThe Habits of Highly Successful Multi-Family Entrepreneurs, with Gino Barbaro Gino Barbaro is an investor, educator, and podcaster who joins Lance to dive into his “Buy Right, Finance Right, Manage Right” philosophy around the Multi-Family investing. Demographic shifts accelerated by the pandemic make this strategy as attractive as ever now and moving forward. Gino covers a range of issues as they relate to the journey of the multi-family entrepreneurs, like starting small, focus, education, and the importance of due diligence.2020-12-2332 min