Shows
SF Commercial Property ConversationsFrom Ranch Life to Real Estate: Steffany Boldrini’s Self-Storage SuccessHow do you go from growing up in Brazil to building a self-storage empire in the U.S.? Steffany Boldrini did just that. In this episode of SF Commercial Property Conversations with Bruce Bean, Steffany shares her incredible journey—from working in tech startups to realizing the power of real estate investing.
Steffany, founder of Monte Carlo Real Estate Investments, dives into her experiences with angel investing, the lessons she learned from failed startups, and why she ultimately chose self-storage as her primary investment strategy. She also shares insights into market research, syndication, and the challenges of pr...2025-04-0816 min
Commercial Real Estate 101 PodcastUnderstanding Self Storage Development with Steffany Boldrini▶️ Visit to know more: https://www.raphaelcollazo.com/
Welcome, and for all your questions, Raphael is here to help you with Understanding Self Storage Development with Steffany Boldrini.
If you are interested in learning about the many facets of commercial real estate, whether you're a business owner, investor, or just someone who's curious about the subject, you'll gain value from being a part of the group!
In this meeting, Steffany Boldrini, Principal at Monte Carlo Real Estate Investments, talked about her background and how she got started in the business.
Along with that, Steffany shared insights about her experiences in t...2024-09-2140 min
Commercial Real Estate Investing From A-ZRetail, Office, Industrial, Multi-Family Asset Classes PanelJoin us for an insightful panel discussion featuring some of the top names in the real estate investment world. In this video, you'll hear from industry veterans Steffany Boldrini, Tom Wilson, Beth Azor, Irwin Boris, and Sarah Sullivan as they share their experiences and strategies in the dynamic world of real estate.Discover how these experts have navigated the ever-changing real estate landscape and learn about their investment portfolios, which span various asset classes such as retail, industrial, multifamily, and more. They provide valuable insights on the challenges and opportunities they've encountered, from dealing with construction costs...2024-05-1438 min
The Cashflow Capitalist ShowBreaking Down Self Storage Investing with Steffany BoldriniSelf-storage has been
gaining popularity in the last few years. In today's episode, Aman brings
Steffany Boldrini of Monte Carlo Real Estate Investments. For years, Steffany
has gained extensive experience in commercial real estate investing, with a
focus on self-storage.
Join us in this episode to
learn more about self-storage and start your journey of creating wealth through
passive investing.
What to expect in this episode?
The first property and quitting her job
Why California?
Finding a really good broker
How do you find investors in self-storage?
The importance...2024-01-2426 min
The InvestHER PodcastAngel Investor to Car Wash & Self Storage: Pitfalls & Lessons Learned | Steffany BoldriniThis week, we are sitting down with the brilliant Steffany Boldrini, a Silicon Valley tech saleswoman turned super successful real estate investor.
Steffany is the principal at Monte Carlo Real Estate Investments, a firm that focuses on self storage investing.
Originally from Brazil, Steffany moved to Silicon Valley at the age of eighteen. After a successful career in tech sales, she decided to become a real estate investor after getting inspired from successful investors in the area.
Steffany now has over five years of experience in the industry, and a track record of successful investments in a range of commercial pr...2023-10-1339 min
How Did They Do It? Real EstateSA770 | Gain A Competitive Advantage in Self-Storage When You Do This with Steffany BoldriniDid you know that self-storage remains one of the most stable real estate investments? Hear it from today’s guest, Steffany Boldrini, as she shares why you should invest in self-storage, along with top tips to maximize your asset’s profits. Your chance to get ahead is here, so tune in!Key Takeaways to Listen forRemote property managing tips you can apply for self-storage successWhen is a phenomenal time to acquire real estate properties?Strategies to add value to self-storage facilitiesWhat does a syndication model look like for self-storage deal...2023-08-2919 min
Passive Real Estate Investing with MavericksRecession Resistant Investments with Steffany BoldriniTo access a FREE collection of resources, go to www.TheMaverickVault.com In these uncertain times, it's essential to invest in recession-proof assets for your portfolio. So today, we invited Steffany Boldrini to discuss self-storage as a lucrative solution for mitigating investment risks caused by the market and economic downturn. Stay connected to this show to learn more about this type of investment! Key Takeaways From This Episode Do’s and don’ts for your first self-storage deal Benefits of investing in self-storage and ways to add value to your property How to ma...2023-04-2418 min
Real Estate Investing with the REI Mastermind NetworkTech Sales to Real Estate Investor with Steffany BoldriniIn 2010, Steffany Boldrini founded a marketplace focused on natural, organic, and non-toxic products. Since then, she has won multiple awards as a sales leader at successful startups (one of which went public and is worth nearly 50B, and another has been sold to Microsoft). Through her personal experience as an angel investor and through the experiences of her circle of friends in Silicon Valley, Steffany came to realize that she much preferred investing in real estate instead of startups. This was primarily for the security that having an asset-based investment provided, versus potentially losing 100% of her investment in a...2023-02-1627 min
Beth Azor - The Retail Leasing Playbook PodcastWomen Investor Wednesday - Beth Azor and Steffany Boldrini of Monte Carlo Real Estate InvestmentsIf you're tired of making excuses for not investing in real estate; if you feel like you don't know where to start; then this is the series for you because I understand that feeling all too well. I've been there! Thank goodness I had a boss and mentor that knew I should invest in real estate - and now I am the proud owner of 5 shopping centers!
This is your opportunity to take control of your financial future and start making your money work for you.
Steffany Boldrini with Monte Carlo Real Estate Investments has...2023-01-2637 min
Passive Income Unlocked350. Scale Your Real Estate Business With A Full-Time Manager with Steffany BoldriniSteffany Boldrini is originally from Brazil and moved to Silicon Valley 20 years ago, where she had a successful career in tech sales, and for the past three years, Steffany has decided to focus on commercial real estate investing after receiving inspiration from sophisticated real estate investors. She has invested in three different asset classes since then and has achieved 36% cash-on-cash returns. In this episode, Steffany shares the story of how she became interested in real estate investing, her journey to becoming a successful real estate investor, and the advantages of owning commercial property compared to a...2022-12-2626 minPassive Income Unlocked350. Scale Your Real Estate Business With A Full-Time Manager with Steffany BoldriniSteffany Boldrini is originally from Brazil and moved to Silicon Valley 20 years ago, where she had a successful career in tech sales, and for the past three years, Steffany has decided to focus on commercial real estate investing after receiving inspiration from sophisticated real estate investors. She has invested in three different asset classes since then and has achieved 36% cash-on-cash returns. In this episode, Steffany shares the story of how she became interested in real estate investing, her journey to becoming a successful real estate investor, and the advantages of owning commercial property compared to a...2022-12-2626 minPassive Income Unlocked343. Learning How To Have Difficult Conversations And Create Positive Relationships with Steffany BoldriniSteffany is originally from Brazil and moved to Silicon Valley 20 years ago, where she had a successful career in tech sales, and for the past three years, Steffany has decided to focus on commercial real estate investing after receiving inspiration from sophisticated real estate investors. She has invested in three different asset classes since then and has achieved 36% cash-on-cash returns. In this episode, Steffany shares her story about how taking Landmark’s classes after the death of her husband has helped her to change her mindset and look at problems and situations in a different way...2022-12-0910 minPassive Income Unlocked343. Learning How To Have Difficult Conversations And Create Positive Relationships with Steffany BoldriniSteffany is originally from Brazil and moved to Silicon Valley 20 years ago, where she had a successful career in tech sales, and for the past three years, Steffany has decided to focus on commercial real estate investing after receiving inspiration from sophisticated real estate investors. She has invested in three different asset classes since then and has achieved 36% cash-on-cash returns. In this episode, Steffany shares her story about how taking Landmark’s classes after the death of her husband has helped her to change her mindset and look at problems and situations in a different way...2022-12-0910 min
The Apartment GurusEpisode 125: Steffany Boldrini - The Magic of Self-Storage InvestingDo you want to invest in something profitable and stable in today’s volatile market? Then, join us in today’s episode featuring self-storage facilities with Steffany Boldrini and discover the benefits of investing in self-storage, plus tips you need to succeed in commercial real estate.WHAT YOU’LL LEARN FROM THIS EPISODE How good investor relationships affect your real estate successThe takeaways from joining REI conferencesWhy you should invest in self-storage facilitiesPractical advice for new real estate investorsRESOUR...2022-09-0627 min
Commercial Real Estate Investing From A-ZHigh Interest Rates: Yikes or Yay!?Today I will be talking about the recent interest rate hikes. How crazy is it that just the latest rate increase was a whopping .75%? But... is that actually good or bad? Have you done the math? I have, and I will let you know how does that look for us, awesome investors. You can read this entire episode here: bit.ly/3Ja6yreOne super important thing that I want to talk about that I haven't heard anyone talk about yet is the fact that obviously, interest rates are going up, Oh, h...2022-07-2716 min
MULTIFAMILY AP360EP#263 Investing, setting up & managing a short-term rental space remotely with Steffany BoldriniSend us a text" Investing in real estate is less risky than investing in start-ups. "Today, I sit with Steffany Boldrini, Principal at Monte Carlo RE Investments. Steffany has been an angel investor, sales director, and real estate investor. She has won multiple awards as a sales leader at successful startups (one of which went public and is worth over $20B, and another has been sold to Microsoft). Through her experience as an angel investor, Steffany realized that she much preferred investing in real estate instead of startups. For the past four years...2022-07-2115 min
CashFlow ProOverlooked Real Estate Assets With Steffany BoldriniIn this episode of Cash Flow Pro, we talk with Steffany Boldrini, Principal of Monte Carlo Real Estate Investments, LLC. After working in tech sales for about 10 years, Steffany decided to dive into real estate investing. The main factor is the security that having an asset-based investment provides. Today she shares her real estate preferences, how she started in the industry, and where she is going. Monte Carlo Real Estate Investments is a real estate Investment firm focused on value-add commercial properties on the West Coast. In this episode, we discuss: ...2022-07-1128 min
Financial Freedom with Real Estate InvestingMB313: Earn BIG Returns with a Portfolio of Commercial Assets – With Steffany BoldriniImagine earning cash-on-cash returns as high as 50%! Inspired by sophisticated real estate investors in her network, Steffany Boldrini moved her money out of tech startups and into commercial properties three years ago. And while she’s faced a lot of challenges along the way, Steffany reached financial freedom in less than two years. So, what is Steffany’s approach to investing in real estate? And what does she do to earn such big-time returns? Steffany moved from Brazil to Silicon Valley 20 years ago and enjoyed a successful career in tech sales befor...2022-04-1135 min
The Real Estate Investing ClubThe Truth About Car Washes (And Also Investing!) with Steffany Boldrini (The Real Estate Investing Club #227)Want to become financially free through real estate? Check out our eBook to learn how to jump start a cash flowing real estate portfolio here https://www.therealestateinvestingclub.com/real-estate-wealth-bookIn this episode of The Real Estate Investing Club I interview Steffany Boldrini, Steffany is originally from Brazil and moved to Silicon Valley 20 years ago, where she had a successful career in tech sales, and for the past three years, Steffany has decided to focus in commercial real estate investing after receiving inspiration from sophisticated real estate investors. She has invested in three different asset classes since then...2022-03-1420 min
The Real Estate Syndication ShowWS1195: Achieving 36% Cash-On-Cash Return in One Year with Steffany BoldriniCash-on-cash return is defined as a type of metric that is used in measuring the total return earned on a real investment property. In this episode, find out how Steffany Boldrini of the Monte Carlo Real Estate Investment was able to achieve a 36% cash-on-cash return in one year.Steffany starts off with how she started her real estate journey. She details how she learned about the opportunities the industry has to offer. She talks about the asset classes that she is focussing on right now: car wash, self-storage, and short-term rentals. She also talks about the importance...2022-01-2821 min
REady2Scale - Real Estate InvestingHedging Against Inflation with Airbnb's with Steffany Boldrini"My favorite step is to go on Airbnb itself and see how many homes with two or three or how many you are targeting to purchase are available in this coming weekend, two weekends from now, during the holidays, and try to really understand if there's enough demand in that area."Today's guest is Steffany Boldrini, Principle at Monte Carlo Real Estate Investing in San Francisco. Listen in to learn how she strategically utilizes AirBnB's as a hedge against growing inflation and how she has been able to successfully diversify her company, and portfolio...2022-01-1918 min
The Commercial Real Estate AcademyEpisode #35 - Steffany Boldrini - CEO of Monte Carlo RE - Starting and Growing a CRE PodcastThe Commercial Real Estate Academy podcast was created to demystify the commercial real estate industry for the masses. During our weekly episodes, we interview industry experts on a host of different commercial real estate-related topics.
Through these interviews, we hope to arm you with the knowledge, references, and tools you’ll need to confidently pursue commercial real estate opportunities as a business owner and/or an investor.
Raphael Collazo and Jeff Walston are excited to introduce their guest for this week!
In today's episode, we hosted Steffany Boldrini, CEO of Monte Carlo Real Estate...2022-01-1134 min
PreReal PodcastIs Your Portfolio Truly "Recession Resistant" with Steffany Boldrini | PreReal Podcast -Episode #074For the past three years, Steffany has focused on her career in commercial real estate investing after receiving inspiration from experienced real estate investors in Silicon Valley. She began her commercial real estate investing career in her spare time by taking on a mentorship program with an experienced retail real estate investor who gave her an extremely valuable early education in the world of commercial real estate. It was through this mentorship that Steffany began to make offers on both retail and office properties and began her journey as a fully-fledged real estate investor.
Through her exposure to multiple real...2021-12-0240 min
Dream Chasers: Where Hustle Meets House MusicDCGZ 11: Steffany Boldrini - How to See the Steps You Need to Take to Reach Your GoalsAaron Iler brings on wonderful guest Steffany Boldrini, Principal at Monte Carlo Real Estate Investments, to discuss how to set goals for yourself, the many different ways you can educate yourself today, and what mindset you can bring into your life to embrace your failures.In this episode, Aaron and Steffany discuss:What Can You Do When You're Forced to Pivot?Why You Probably Don't like Reading Books AnymoreHow to Approach Failure with a Positive MindsetDon't Be Afraid to Make Sacrifices to Elevate YourselfAaron would like to give...2021-06-1427 min
Commercial Real Estate Investing From A-ZMastermind Call: What Are Top Investors Dealing With Right Now (Multiple Asset Classes)This is our December 2020 Mastermind call. Our guests were Todd Sulzinger (mobile home parks), Victor Menasce (development, various asset classes) and Adriana Finnie (single family investing).You can read this entire interview here: https://bit.ly/3mFeOCsSteffany Boldrini (Self Storage, Car Washes)I have been dealing with a new asset class that I invested in, and that is carwash. I was put through the wringer right away, within nine days of closing, one of the roofs caved due to snow, money has been already been stolen...2020-12-2228 min
Commercial Real Estate Investing From A-ZLegal Strategies to Protect Your Real Estate AssetsWhat are the legal aspects of forming your LLC when investing in commercial real estate? We are talking with Garrett Sutton, a corporate attorney, asset protection expert and best selling author who has sold more than 900,000 books to guide entrepreneurs and investors.
You can read this entire interview here: https://montecarlorei.com/llc-strategies-to-protect-your-real-estate-assets/
How should a real estate investor organize their LLC’s for best protection?
We like having an LLC set up in the state where the property is located. If you buy a property in Oregon, we set up an Oregon LLC to...2020-10-1422 min
Commercial Real Estate Investing From A-ZMastermind Call: What Are Top Investors Doing During This Crisis (Multiple Asset Classes)This is a transcript of our 4th Mastermind Call with a group of experienced investors to understand where each investor is and how they are dealing with the Covid-19 lockdown and its consequences.
You can read this entire episode here: https://montecarlorei.com/mastermind-call-what-are-top-investors-doing-during-this-crisis-multiple-asset-classes/
Self Storage and Retail
Going into month 7 of the quarantine in San Francisco, some places are being allowed to reopen at limited capacity such as nail salons and hair dressers, still there is no indoor dining allowed, although restaurants may be able to reopen at 25% capacity at the end of...2020-09-3020 min
Commercial Real Estate Investing From A-ZHow to Grow Your Real Estate Network & How to Start Your Investing CareerNobody gets anywhere alone, everyone that is successful has gotten there with the help of many, many people. I'll also talk about how you can start your real estate career from zero and get your first deal done.
You can read this entire episode here: https://montecarlorei.com/how-to-grow-your-real-estate-network-and-how-to-start-your-investing-career/
How to Grow Your Network:
Join Meetups in your area, even if they’re only doing online events, start attending them and getting to know people in your area.
Go to as many real estate events and conferences as you can. You want to meet as...2020-09-1715 min
Commercial Real Estate Investing From A-ZHow is Retail Performing? How to Project Revenue in Retail?How are retail investors dealing with everything that is happening? What kinds of things are they looking at repurposing retail spaces for? How are they projecting revenues? Chris Ressa, COO at DLC Management Corporation shares some insights.
You can read this entire interview here: https://montecarlorei.com/how-is-retail-performing/
What's going on in the retail space?
There are certain places that are on fire and doing really well, and there are certain places that are challenged. Right now the most challenged is the enclosed mall. And we like to say we're in the same industry...2020-09-1022 min
Commercial Real Estate Investing From A-ZHow to Start Real Estate Investing & How to Determine What's a Good Project to Take On as a SolopreneurHow do you start your career in commercial real estate, what kind of properties should you look for, and how to manage your properties during Covid-19? Eric Wang, a commercial real estate investor shares how he started his commercial real estate investing career and how he is successfully investing as a solopreneur.
You can read this entire interview here: https://bit.ly/3lDR4j1
A lot of our listeners can relate to where you are, running your own business. I would love to hear how do you determine a good project to take on, especially...2020-09-0121 min
Commercial Real Estate Investing From A-ZOpportunities in Real Estate: How do You Pick Which Ones to Work on? Where do You Look for Stranded Assets?How do you decide which opportunities to work on as we find stranded assets? We are continuing our conversation with Victor Menasce, he shares excellent insights into his methodology.
You can read this entire interview here: https://bit.ly/327vMRL
When you look at a property, what’s your thought process of figuring out how can I add value to this, and create something out of nothing?
Whenever I look at a property, I’m always thinking in terms of highest and best use. I’m looking to see what are all of the assets...2020-08-2016 min
Commercial Real Estate Investing From A-ZWhat is a Stranded Asset? 2 Examples of How to Find Opportunities in Stranded Assets.What are some ideas of how to think outside the box and negotiate real estate deals during these times? We asked Victor Menasce, host of The Real Estate Espresso Podcast, author of Magnetic Capital, and experienced investor and developer.
You can read this entire interview here: https://montecarlorei.com/what-is-a-stranded-asset-how-to-look-for-opportunities-in-stranded-assets/
What is a stranded asset? And then we can jump into some examples of stranded assets.
I'd like to make a distinction in defining the stranded asset. Most of the time people are thinking about distressed assets. Now, in a lot of cases, those...2020-08-1117 min
Commercial Real Estate Investing From A-ZWhat is CMBS? What are the Delinquency Rates Today? What can Investors do to Take Advantage of Commercial Real Estate Deals in the Future?Today we learn what is CMBS, how are the delinquency rates of CMBS loans in each asset class, how does it differ from the 2008 rates, and what can investors do to prepare to take advantage of commercial real estate deals in the future. Jyoti Yadav, CMBS analyst at Trepp shares insights.
You can read this entire interview here: https://montecarlorei.com/what-is-cmbs-how-are-delinquency-rates-today-what-can-investors-do-to-take-advantage-of-commercial-real-estate-deals-in-the-future/
What is CMBS?
CMBS stands for commercial mortgage backed securities. It's essentially a financing vehicle to provide loans, or financing to commercial real estate property owners. This is not the only option...2020-07-3026 min
Commercial Real Estate Investing From A-ZLive Real Estate Mastermind: How are Multiple Asset Classes PerformingFor the first time ever, we recorded our monthly Mastermind Call with several experienced real estate investors across multiple asset classes. Joining us in this month's mastermind were Beth Azor, Victor Menasce, Andrew Lanoie, Todd Sulzinger, Christian Cascone, RK Kliebenstein. Each investor shares what they are currently going through in their specific situation, market, and asset class.
Watch the entire recording here: https://youtu.be/-HUUIv1hDmA
Read the entire transcript here: https://rb.gy/frif7o
Steff Boldrini, Retail, Self Storage
San Francisco is a ghost town. Nobody wants to quarantine in...2020-07-2338 min
Commercial Real Estate Investing From A-ZHow To Invest in Land? Pros and Cons of Land InvestingWhat does it entail to invest in land? Where are the opportunities and how can you monetize land investing? Today we are talking with Ryan Pettitt from Prosperity Aid.
You can read this interview here: https://montecarlorei.com/how-to-invest-in-land-and-what-are-the-pros-and-cons-of-land-investing/
Tell us what your experience has been with regards to investing in land.
When we first got started we were introduced to some folks in the industry. One Mark Podolski with the Land Geek, and then also to Jack and Jill with Land Academy, understanding the premise behind investing in land and creating a business...2020-07-1618 min
Commercial Real Estate Investing From A-ZHow to Evaluate a Self Storage Property? What do REIT's Look For When Buying Your Property?How to evaluate a self storage property? What do self storage REITs look for when buying new properties? Kris Benson, Chief Investment Officer for Reliant Investments shares some insights into this recession resistant asset class.
You can read this entire interview here: https://montecarlorei.com/how-to-evaluate-a-self-storage-property-what-do-reits-look-for-when-buying-new-properties/
What are some of the things that you look for in a property before making an investment?
Where we start is the market and we’re looking at very similar demographics to what you may look for any asset class. Traffic count is a big one, understanding how ma...2020-07-0814 min
Commercial Real Estate Investing From A-Z8 Action Items to Take Today for Your Real Estate InvestmentsToday we are recapping the highlights of a 3 day virtual conference that I attended recently. We'll cover:
The state of this crisis and what the outlook is.
How you can leverage the 3 loan options from the government and what does each of them mean.
Things that you can do today and what you should be thinking about for the future.
You can read this entire episode here: https://montecarlorei.com/action-items-to-take-today-for-your-real-estate-investments/
Three loans available:
PPP – Originally: you had to use it within 8 weeks from the time you got the loan, you needed to us...2020-06-2520 min
Commercial Real Estate Investing From A-ZStep by Step Guide to Ride This Recession and What Asset Classes Could Thrive? Russell Gray Explains (Part 2)We continue our conversation with Russell Gray, the co-host of The Real Estate Guys Radio Show, he is a financial strategist with a background in financial services dating back to 1986.
You can read this entire interview here: https://montecarlorei.com/how-can-investors-prepare-to-ride-this-recession-and-what-asset-classes-could-thrive/
How can investors prepare to ride this recession since we are in the early stages, and hopefully there's still some preparation that they can do?
There's a thing in business called a SWOT analysis where you do a strengths, weakness, opportunities and threats assessment on whatever you're doing. If I would have done...2020-06-1622 min
Commercial Real Estate Investing From A-ZCould This Downturn be Worse Than 2008? Russell Gray Explains Why (Part 1)Today we get insights from Russell Gray, one of the hosts of The Real Estate Guys Radio Show, he is a financial strategist with a background in financial services dating back to 1986.
You can read this entire interview here: https://montecarlorei.com/why-this-downturn-could-be-worse-than-2008-russell-gray-explains/
I would love to hear your thoughts on what you’re seeing is happening right now in commercial real estate.
On one side of the commercial real estate ledger, you had retail spaces under tremendous distress because their retail customers, the demographic they served, companies like JC Penney, whose business models were being completely disrupted, these an...2020-06-0516 min
Commercial Real Estate Investing From A-ZMastermind: What Are Top Investors Doing During This Crisis (Multiple Asset Classes)This is our second mastermind call with a group of experienced investors to understand where each investor is, and how they are dealing with the Covid-19 quarantine and its consequences on their properties. We had nearly 200 years of real estate investing experience in the call.
You can read this entire episode here: https://montecarlorei.com/multiple-asset-classes-mastermind-what-are-top-investors-doing-during-this-crisis/
Mixed Use, Construction, Senior Housing, Multi-family, Short Term Rental Investor
Even though businesses are starting to reopen, that doesn’t mean that we have conquered Covid-19. From the capital perspective, for new construction loans, out of the 15 insurance co...2020-05-2619 min
Commercial Real Estate Investing From A-ZWhat are Delaware Statutory Trusts? (DST's)What are DST's and how are they different from other forms of real estate syndications? Can you 1031 exchange out of a DST? Jason Salmon, Senior Vice President and Managing Director of Real Estate Analytics at Kay Properties and Investments LLC shares some insights with us.
You can read this entire interview here: https://montecarlorei.com/what-are-dsts-1031-exchange/
What is a DST and how is it different than syndications and REIT's?
Most upfront would be the 1031 eligibility, REIT's are not eligible for 1031 exchange straight away. There's always a way through different channels to eventually get...2020-05-1420 min
Commercial Real Estate Investing From A-ZWhich Areas Are Good to Invest in Real Estate Today?What is happening to retail during Covid-19? What is happening to offices? Which REITs could be good investments right now? Which areas are going to thrive, or not, during this crisis? Which asset classes should you keep in mind? Deidre Woollard is a writer and editor for Million Acres with two decades of experience covering all aspects of real estate.
You can read this entire interview here: https://montecarlorei.com/which-areas-are-good-to-invest-in-commercial-real-estate-today/
What are you seeing is happening in commercial real estate nowadays?
I think there's a lot of things happening right now. Certainly the...2020-05-0517 min
Commercial Real Estate Investing From A-ZIs Now a Good Time to Buy Commercial Real Estate?Today I am covering what I think is going to happen to the economy, which will inevitably affect real estate prices.
You can read this entire episode here: https://montecarlorei.com/is-now-a-good-time-to-buy-commercial-real-estate/
If you are a listener of this podcast, you know that common sense is not common. And up until now I am not seeing a lot of common sense thinking out there. Starting with how the stock market is doing. Stocks are very high given what is happening in the world. On top of that, I don’t see too many people talking ab...2020-04-2321 min
Commercial Real Estate Investing From A-ZNew Lending Requirements with Covid-19 and What You Can Do About ItCommercial loans are what brings your real estate deals to life, and given the fact that the Coronavirus has affected lending significantly, we are keeping a pulse on what is going on, and what the potential impacts will be in real estate. Some topics we are curious about are: How should borrowers prepare for lending as we start to come out of this? What will likely happen in the lending industry over the next 6+ months? How should loan contracts look like moving forward? Billy Brown will help us with some answers.
You can read this entire episode...2020-04-1622 min
Commercial Real Estate Investing From A-ZStep by Step Actions for Self Storage Operators to Take During This DownturnWhat is the state of the self storage market in this environment? What should operators prepare for? Where should you look for opportunities? We talked with RK Kliebenstein, President of Coast to Coast Storage, an industry veteran with over 30 yrs of experience.
You can read this entire episode here: https://montecarlorei.com/step-by-step-actions-for-self-storage-operators-to-take-during-downturn/
How should the operators prepare for this potential economic hit?
For storage managers, your health comes first. I know that that’s going to be an unpopular position with some of the owner operators as employers, that their staff would perhaps no...2020-04-0932 min
Commercial Real Estate Investing From A-ZWhat Are Top Investors Doing During This Crisis (Multiple Asset Classes Mastermind)With over 200 years of combined real estate investing experience in one call, we hosted a mastermind call with several highly experienced investors, and multiple asset classes. They are investors in retail, office, industrial, mobile home park, multi-family. Below are the takeaways.
You can read the entire call script here: https://montecarlorei.com/steps-to-take-during-a-crisis-all-asset-classes-top-investors-mastermind/
Timing
Lots of people have a wait and see attitude. Others are taking a hands on approach and reaching out to tenants in advance. It's in times like this, that fortunes get made. That's exactly what Warren Buffett does. He has...2020-04-0336 min
Commercial Real Estate Investing From A-ZState of Commercial Loans During the Coronavirus: What are the Available Options?What is happening with lending during these times? We are having a timely conversation with John Pascal, Managing Director of Paramount Capital Advisors a highly experienced professional that has been through a few downturns and has some timely advice.
You can read the entire interview here: https://montecarlorei.com/state-of-commercial-loans-during-the-coronavirus-what-are-the-available-options/
As of today, and we know that things can change tomorrow for the better or worse, what is happening in the lending world?
In a nutshell, it’s ugly. In general, from the bank’s perspective as it relates to some of the real esta...2020-03-2619 min
Commercial Real Estate Investing From A-ZHow Will the Coronavirus Impact the Real Estate Market?The black swan has arrived in our economy, the Coronavirus has taken an unprecedented, unanticipated curve in our economy. What will the impacts be in the commercial real estate market? We talked with experienced real estate investors that have been through a few economic downturns to get their perspective on what we should do during this time. We spoke with George Ross, he has done more real estate deals in New York City than virtually anyone else alive today. We also noted thoughts from other notable investors like Neal Bawa and Kathy Fettke.
You can read this...2020-03-1918 min
Commercial Real Estate Investing From A-ZHow to Overcome Paralysis by Analysis in Your Real Estate InvestmentsWhat makes investing in commercial real estate attractive in the United States, how to get over paralysis by analysis and how to find a great business partner? We are interviewing Reed Goossens, author of Investing in the US, the Ultimate Guide to US Real Estate.
You can read this entire interview here: https://montecarlorei.com/how-to-overcome-paralysis-by-analysis-in-your-real-estate-investments/
Let’s talk about paralysis by analysis. What would you recommend people doing? How much do you recommend people learning in order for them to buy their first property?
Analysis paralysis is needed. And I think I’d rath...2020-03-1220 min
Commercial Real Estate Investing From A-ZThings to Do When You’re in Contract to Purchase a Commercial PropertyWhat happens as soon as you get in contract to purchase a property? What are some of the things that you need to keep in mind? What do you need to do and how do you need to organize yourself?
You can read this entire episode here: https://montecarlorei.com/things-to-do-when-youre-in-contract-to-purchase-a-commercial-property/
The first step is to have something really simple, like a word document where you will have all of the information on the property in this document. My document has:
- The contact info for the real estate agents.
- The timeline...2020-03-0616 min
Commercial Real Estate Investing From A-Z3 Tips for Hiring a Commercial Real Estate PhotographerWhen you're ready to sell your commercial property, it is a wise idea to hire a professional photographer. What should you look for when hiring a professional commercial real estate photographer? What are some technologies that could be useful in marketing your properties visually? We are interviewing Brian Balduf, CEO and co-founder of VHT Studios, a visual marketing company with over 1,000 photographers and videographers, focused in real estate.
You can read this episode here: https://montecarlorei.com/top-tips-for-hiring-a-commercial-real-estate-photographer/
What are some tips for screening a good photographer and videographer that has focused in commercial real...2020-02-2716 min
Commercial Real Estate Investing From A-Z300 Ways to Buy, Sell or Exchange Real EstateIn his first podcast interview ever, Robert Steele, author of 300 Ways to Buy, Sell or Exchange Real Estate, shares some of his top tips for buying, selling and exchanging commercial real estate.
You can read this entire interview here: https://montecarlorei.com/300-ways-to-buy-sell-or-exchange-real-estate/
Let's go over the first two strategies of your book, which you mention are the most important ones to get
The first one is called "Unpriced". The pricing is only in the eyes of the beholder. I encourage people to list their property unpriced - any price agreeable to the seller...2020-02-2023 min
Investing In The U.S.RG 198 - From Brazil, To Silicon Valley Start Up, To Real Estate Mogul w/ Steffany BoldriniThis week on the show I am chatting with Steffany Boldrini. Steffany also has a "coming to America" story. Born and raised in a small ranch in Brazil called Monte Carlo Ranch. Her mother raised her and her two sisters with incredible strength and many sacrifices.
At the age of 18 she moved to Silicon Valley with her family. With limited to no experience in the tech world Steffany hustled as hard as she could to break into the Tech industry and quickly excelled at a young age.
In 2010, Steffany founded a marketplace focused on natural, organic, and non-toxic products. Since...2020-02-1946 min
Commercial Real Estate Investing From A-Z4 Steps for Community Engagement for Your Real Estate ProjectWhat are some key things you must do when doing community engagement for your real estate project? Ilana Lipsett details 4 steps that are a must for every development, in any community.
You can read this episode here: https://montecarlorei.com/4-steps-for-community-engagement-for-your-development/
When you get a community engagement project, what is the first thing that you do?
I have a four step process that I like to lay out when I’m starting a project. The first is, get curious, show up and listen. And before the showing up and listening, it’s important to obse...2020-02-1322 min
Commercial Real Estate Investing From A-ZHow to Find & Analyze a Real Estate MarketLearn how to find, analyze and learn more about micro markets for your real estate investments. Victor Menasce has been investing in real estate for the last nine years in both Canada and the United States, and has done all kinds of commercial projects.
You can read this entire episode here: https://montecarlorei.com/how-to-find-and-analyze-a-market-for-your-real-estate-investments/
What are some market conditions that people should be looking for in real estate?
I’m not actually a real estate person per se. I really think of myself more as a business person. When you talk to real es...2020-02-0617 min
Commercial Real Estate Investing From A-ZHow to Go From Residential to Commercial PropertiesIn this episode we learn how to move from residential investing to commercial / mixed use investing. Hanna Azar has been an investor since 2012 and currently manages a family portfolio of approximately 91 units, of which he co-owns 50.
You can read this episode here: https://montecarlorei.com/how-to-go-from-residential-investing-to-commercial-properties/
What was your first deal like, and how did you transition to value add properties?
Luckily for me I was in college in 2008 during the recession, and decided to buy a single family home in Palo Alto. I was a senior in college, I was 20, 21 years old, and...2020-01-3016 min
Commercial Real Estate Investing From A-ZHow to Find Great Leasing AgentsHow to find the best retail leasing agents for your vacant space? What questions should you be asking them? Beth Azor has over thirty years of experience in leasing, managing, developing, redeveloping and teaching commercial real estate leasing agents all over the country.
You can read this interview here: https://montecarlorei.com/how-to-find-a-great-retail-leasing-agent/
What makes for a great retail leasing broker?
Someone that's not afraid to ask the tough questions. How much is it going to cost for you to open your business? For example, the daycare said $80/sf. And I said, OK, the...2020-01-2323 min
Commercial Real Estate Investing From A-ZHow to Analyze a Commercial PropertyIn this analysis, I will be using a real property that I came across. It is a self-storage portfolio in Missouri. They had four properties and an additional property was in a strip mall, so they were leasing it. This property was interesting because it was in one of our target markets.
You can read this entire episode here: https://montecarlorei.com/how-to-analyze-a-commercial-property/
We asked for the offering memorandum, sometimes the OM is readily available on the website that you find the property, sometimes you just need to sign a non-disclosure agreement before getting it...2020-01-1618 min
Commercial Real Estate Investing From A-ZWhat Are Entitlements?Devin Lewis is a California Licensed Architect that has spent the last 10 years working with real estate developers determining the highest and best use for properties across the country, and around the world.
You can read this interview here: https://tinyurl.com/uj4bqos
What are entitlements?
Entitlements, in a simplified explanation is what you, as an owner, are promising the city that you or someone that purchases your entitled design will build and it ultimately determines the value of the property. An entitled design is thought out enough to where the city can...2020-01-0921 min
Commercial Real Estate Investing From A-ZCan You Avoid Paying Taxes - Legally - With Real Estate?Dave Zook, an experienced real estate investor and syndicator will talk about the tax benefits of investing in real estate, as well as self storage, and a different kind of investment: ATMs. He has acquired more than $100 million worth of real estate since 2010. Dave has been actively investing in multi-family apartments, self storage, and ATMs.
You can read the entire interview here: https://montecarlorei.com/can-you-avoid-paying-taxes-legally-with-real-estate/
When you understood that you could have a lot of tax benefits to real estate, what happened?
What pushed me over the edge was that around the year 2011...2019-12-3116 min
Commercial Real Estate Investing From A-ZNew Year, New Life: How to Make Your Real Estate Dreams Come TrueIn the light of setting goals for the New Year, improving our personal lives, as well as our professional lives, we're going to talk about a course called the Landmark Forum that has had a huge impact in my life, as well as my friend Bronson Hill's life. Bronson has been investing in real estate since 2006 and is an active general partner in over 700 multi-family units.
Link to available courses throughout the world: https://www.landmarkworldwide.com/searchResults?prgid=7&pgid=117&crid=840&ctid=-1&sdt=-1&ofr=true
You can read this entire interview here: https...2019-12-1924 min
Commercial Real Estate Investing From A-ZHow to Deal With Politics & Problems in Real Estate InvestingIn this episode we will learn how to find out about the political environment of a city that you’re looking at purchasing, How to deal with bank problems? How to prepare and ride the next downturn? We are interviewing Michael Flight, an expert retail real estate entrepreneur who has been active in commercial real estate over the past 34 years. Michael has handled more than $500 million worth of real estate transactions.
You can read this entire interview here: https://montecarlorei.com/how-to-deal-with-politics-problems-in-real-estate-investing/
How would someone go about understanding the political environment of a particular city?...2019-12-1217 min
Commercial Real Estate Investing From A-ZHow to Go From 0 to $500M in Retail Real Estate InvestmentsIn this episode we will learn the story of how a successful retail real estate investor got into real estate, what was his first deal like, what has been the best deal of his career, and we’ll also touch a little bit about a not so talked about topic: how to deal with political risks in the city that you invest in. We are interviewing Michael Flight, an expert retail real estate entrepreneur who has been active in commercial real estate over the past 34 years. Michael has handled more than $500 million worth of real estate transactions.
Yo...2019-12-0524 min
Commercial Real Estate Investing From A-ZTop 3 Things to Know Before Investing in HotelsToday we’re learning what are the top things to watch out for when investing in hotels. We’re interviewing Jerome Yuan, CIO of ASAP Holdings. He has assisted with acquisitions and dispositions of over 33 hotels in the past 9 years.
You can read this entire interview here: https://montecarlorei.com/top-3-things-to-know-about-investing-in-hotels/
Why should investors invest in hotels, especially nowadays? I heard that where the economy might end up going, it might be a bit risky. But let's let's see what you have to say on that.
They say the hotels are probably the most...2019-11-2114 min
Commercial Real Estate Investing From A-ZPros and Cons of: Retail / Office / Self Storage / Mobile Home ParksIn this episode we will learn the pros and cons of investing in a few asset classes: retail, office, self storage, and mobile home parks. We are interviewing Jeremy Roll, a passive real estate investor since 2002.
Read this entire interview here: https://montecarlorei.com/passive-investing-retail-vs-office-vs-self-storage-vs-mobile-home-parks/
What are some pros and cons of the following asset classes: retail, mobile home parks, self-storage and office?
Retail
What I don’t like about retail going forward is what’s going on in the next 10 years, as far as predictability. Some of the challenges that I see...2019-11-1416 min
Commercial Real Estate Investing From A-Z5 Things Passive Investors Look For in a Syndication Deal and the OperatorWe will learn what do passive investors look for in an operator as well as in a deal. We are interviewing Jeremy Roll, a passive real estate investor since 2002.
Read this entire interview here: https://montecarlorei.com/5-things-passive-investors-look-for-in-a-syndication-operator-and-the-deal-itself/
You are a full time passive investor. That means that you are investing in other people’s deals. How do you evaluate an operator before investing with them?
Great question. I want to stress the fact that the operator to me is even more important than the opportunity. I would say that’s number one. Number two...2019-11-0719 min
Commercial Real Estate Investing From A-ZFrom Food Stamps to Millionaire Real Estate Investor: How a Single Mother Did ItToday we are interviewing an incredible woman, Heather Self, a multi-millionaire real estate investor that literally came from nothing. I am incredibly humbled to interview her, she was a single mother of FOUR when she started her journey into real estate investing.
You can read this entire interview here: https://montecarlorei.com/how-a-single-mother-of-four-went-from-food-stamps-to-millionaire-real-estate-investor/
I am so excited that you are here to share with our audience how you started from zero, or maybe negative, why don't we get started with how you got into real estate?
To make a long story short, otherwise we'll b...2019-10-3123 min
Commercial Real Estate Investing From A-ZHow You Can Lose 50% of Your Property Value in One Downturn: The Quadruple WhammyIn today's episode I go over how you can potentially lose 50% of the value of your property in one economic downturn. You could potentially lose less, you could potentially lose more, the point of this episode is to share with you the key points that make property values go down in a downturn.
You can read this entire episode here: https://montecarlorei.com/how-you-can-lose-50-of-your-property-value-in-one-downturn-the-quadruple-whammy/
Let’s take an example of a commercial retail property that you purchased for 10 million dollars at a 5% cap rate. This means that that property is currently making $500,000 in NOI. Le...2019-10-2419 min
Commercial Real Estate Investing From A-ZHow to Invest in Mobile Home ParksIn this episode we learn about mobile home parks: why are they a good asset class to invest in, how do you go about analyzing a mobile home park, how do you get rent comps when there are no parks near you, and how to find these deals? We are interviewing Todd Sulzinger, founder of Blue Elm Investments.
You can read this interview here: https://montecarlorei.com/how-to-invest-in-mobile-home-parks/
Why mobile home parks?
I had always been intrigued by mobile homes, for one the returns are better than most other real estate assets. They’re ve...2019-10-1719 min
Commercial Real Estate Investing From A-ZLoans: The Good, the Bad and the Ugly - Self Storage, Who is The Best Commercial Lender (Part 2)Today we cover self storage lending, how long should you stabilize a property before refinancing, and the best kept secret is out: who is the best commercial lender in the world? We are interviewing Billy Brown, the Vice President of Business Development for Alternative Capital Solutions.
You can read this full interview here: https://montecarlorei.com/loans-the-good-the-bad-and-the-ugly-self-storage-and-what-is-the-absolute-best-commercial-lender-part-2/
Self Storage Loans
Did you know that SBA will lend on self storage? SBA has a lot of options for self storage if it's the right size. Even for ground up investments.
What would be...2019-10-1013 min
Commercial Real Estate Investing From A-ZLoans: The Good, the Bad and the Ugly - Office, Retail, Warehouse (Part 1)Today we are learning what are the pros and cons of each asset class and their loans. In this post we are covering office, retail, and warehouses. You will also learn some strategies for selling your property, as well as how long you should account for getting a commercial loan. We are interviewing Billy Brown, the Vice President of Business Development for Alternative Capital Solutions.
You can read this interview here: https://montecarlorei.com/commercial-lending-the-good-the-bad-and-the-ugly-office-retail-warehouse-part-1/
Let's go over three or four different types of loan options and the pros and cons of each one of...2019-10-0318 min
Commercial Real Estate Investing From A-ZCommercial Loans: What is Debt Service Coverage Ratio, What Counts as Assets, What Are Deal KillersAs we continue our conversation around commercial financing, will learn: how you can get a commercial loan as a first time buyer and operator, what is debt service coverage ratio, what counts as assets when you are getting a loan, what are deal killers when getting a commercial loan, and what are some things that you should keep in mind about your loans in case our economy takes a turn. We are interviewing Blake Janover, the founder and CEO of Janover Ventures, a commercial real estate and multifamily capital markets advisor focused on providing senior debt for commercial real...2019-09-2621 min
Commercial Real Estate Investing From A-Z8 Things You Should Know About Real Estate FinancingToday we are continuing our conversation around commercial financing, we will learn how you can get a commercial real estate loan, ways to partner up with seasoned operators, how to find lenders that can make creative financing available to you, and a few other valuable things. We are interviewing John Pascal, Managing Director of Paramount Capital Advisors (PCA).
You can read this interview here: https://montecarlorei.com/8-things-you-should-know-about-real-estate-financing/
Let's start with the basics: is a job needed for first time investors, does the credit score matter, what is the minimum down payment for that type...2019-09-1919 min
Commercial Real Estate Investing From A-ZHow to Apply for a Commercial Loan & How to Find the Best LendersToday we're discussing commercial loans: how are they different from residential loans, how to find the best lenders, how to apply to these loans and present them to the lender, and what are some of the terms that we get to choose on these loans.
Read the full interview here: https://montecarlorei.com/how-to-apply-for-a-commercial-loan-how-to-find-the-best-lenders/
How should a new investor present a deal to a lender in order to get approved?
Run your credit report up front, accumulate the last three years of your tax returns, put together a personal financial statement, and basically be...2019-09-1212 min
Commercial Real Estate Investing From A-Z7 Tips to Improve Your Personal Finances (Before We Talk About Commercial Real Estate Lending)One of the most asked for podcasts has been on the financing side of real estate investing: do we need to be employed in order to get a commercial real estate loan? Does our credit score matter? How long are these loans for? Are the interest rates the same as residential loan rates? What does the downpayment look like? What are the risks, loan options, etc? We will have a series of interviews coming up with commercial lenders to discuss the financing side of things in order to clarify some of these questions for you. Before that, I thought...2019-09-0515 min
Commercial Real Estate Investing From A-ZWhat's The Future of Retail, How Should a Retail Investor Approach Their Investments in Today's World?Today we are reviewing where is retail going, how should a retail investor think and approach their investments in today's world, what are tenants looking for in a retail center, and what are major items that national tenants and landlords want to see in their lease.
Read the full interview here: https://montecarlorei.com/where-is-retail-going-lease-negotiation-national-tenants/
Where do you think retail is going based on your experience?
I'm sure a lot of folks that have come on your podcast talked about the retail evolution, the apocalypse, and that retail is dying. And when you look...2019-08-2916 min
Commercial Real Estate Investing From A-ZWhat is Cash on Cash, IRR, and REIT's?Today we are covering what is the difference between Cash on Cash and IRR, what are REIT's, and what are the pros and cons from an investor's perspective.
Read this interview here: http://montecarlorei.com/episode-23-what-is-cash-on-cash-irr-and-reits/
We're interviewing Jason Ricks, a professional real estate investor focusing on acquisitions, leasing, construction, and development. He has a background in retail leasing and asset management working on premier properties worth hundreds of millions across the country. He also oversaw a 2.2 million square foot value add retail portfolio throughout Texas and Oklahoma, and most recently he was featured...2019-08-2317 min
Commercial Real Estate Investing From A-ZTop 5 Mistakes to Avoid When Investing in Commercial Real EstateIn this episode we will learn what are some of the top 5 mistakes to avoid when investing in CRE.
You can read this episode here: http://montecarlorei.com/episode-22-top-5-mistakes-to-avoid-when-investing-in-commercial-real-estate/
1. Looking at Pro Forma Numbers
One of the things that you will start to see as you're searching for properties is that there are two sources of income in the financial statement. Number one is the actual revenue / actual net operating income of the property. Number two is the pro forma income / pro forma net operating income. And these numbers are different because...2019-08-1613 min
Commercial Real Estate Investing From A-ZHow to Prepare for a Possible Recession and How to Underwrite Deals With That in MindToday we are reviewing how to make investments with a possible recession coming up, and how do you underwrite deals with that in mind. We are interviewing Hunter Thompson, the founder and managing principal of Asym Capital.
You can read this full interview here: http://montecarlorei.com/how-do-you-prepare-for-a-possible-recession-how-to-underwrite-real-estate-deals-resistant/
I am personally very excited about this topic, from my observation living in Silicon Valley, I think that the signs on an upcoming recession are everywhere:
1. One of the companies that I used to work for is currently losing $130 million per year, and they’re valued at...2019-08-0820 min
Commercial Real Estate Investing From A-ZWhat is Due Diligence? What are Some Items You Should Cover When Purchasing a Property?In this episode, we will review what is due diligence, what types of questions you should be asking during the due diligence period, and what documents you should be getting from the seller. I won't go over the entire due diligence checklist because that is a very long checklist. This is just a very brief overview of some of the items that you will need as you're going through the due diligence report.
You can read this podcast here: https://montecarlorei.com/what-is-due-diligence-what-are-some-items-you-should-cover-when-purchasing-a-property/
What is Due Diligence?
It’s a term that you will lea...2019-08-0215 min
Commercial Real Estate Investing From A-ZShould You Buy a Home or Invest in Commercial Real Estate? Project Updates and Lessons LearnedToday we’re going to do a very basic analysis around the question: should you buy your own place, or should you invest in a commercial property? I’ll also going to update you on what I have been up to for the last couple of months, and how are my projects going.
Read this entire episode here: https://montecarlorei.com/should-you-buy-a-home-or-invest-in-commercial-real-estate-my-project-updates-and-lessons-learned/
Should you buy your own home, or rent and put the down payment in an investment property?
I am not providing any financial advice, this is my personal opinion based on the thin...2019-07-2520 min
Commercial Real Estate Investing From A-ZWhat is Cost Segregation, How Can it Help You Save Taxes, What’s Bonus Depreciation, and How Much Would a Cost Segregation Study Cost?In this episode you will learn a tip for tax deduction when you buy a property, it’s useful even if you have already bought some properties: cost segregation. What types of properties can benefit from cost segregation, we’ll go over an example of how much you’ll be able to deduct on your taxes, why it’s important to have cash on hand today versus in five years, what is bonus depreciation and how much a cost segregation study would typically cost. We're interviewing Yonah Weiss, a Business Director at Madison SPECS, a national Cost Segregation leader.
...2019-07-1821 min
Commercial Real Estate Investing From A-ZMaking a Case for Self Storage InvestingIn this episode we're learning why you should invest in self storage, how to select the location to invest, what are the biggest challenges with self storage and how to select and hire the best property manager for your locations. We're interviewing Ryan Gibson, a co-founder of Spartan Investment Group.
You can read the full interview here: https://montecarlorei.com/making-a-case-for-self-storage-investing/
Why should real estate investors invest in self storage?
Self storage is something that we looked at back in 2016, we made a pivot from investing in residential real estate, we were building condos, ne...2019-07-1117 min
Commercial Real Estate Investing From A-ZShould You Invest in Silicon Valley? What Does the Future of Office Space Look Like? What Happened to Office Spaces During the Last Downturn?In this episode we'll learn if investing Silicon Valley could be a good idea, what happened to office spaces during the last downturn, things an investor should cover when looking at purchasing an office, what types of leases are standard for office space, and what does the future of office space could look like. We're interviewing Eduardo Zepeda, an asset manager and leasing director of a family's holdings, he manages north of $100M in combined assets comprised of multi-tenant office and retail property.
You can read the full interview here: https://montecarlorei.com/should-you-invest-in-silicon-valley-what-does-the-future-of-office-space-look-like-what-happened-to-office-spaces-during-the-last-downturn/
Making...2019-06-2820 min
Commercial Real Estate Investing From A-ZWhat are Opportunities Zones, How to Hire the Best Team, What Types of Asset Classes to Invest in Today’s MarketIn this episode we’ll learn how to manage multiple companies at the same time, how to hire and inspire the best people, what types of asset classes and what markets are interesting to invest in today’s market, and we will also learn what are opportunities zones and how you can leverage OZ's in your investments. We’re interviewing Greg Dickerson, a serial entrepreneur, real estate developer, coach and mentor. Over the last 20 years he has bought, developed and sold over $200 million in real estate.
You can read this full episode here: https://montecarlorei.com/what-are-opportunities-zones-how-to-hire-the-best-team-what-types-of-asset-classes-to-invest-in-todays-market/
2019-06-2019 min
Commercial Real Estate Investing From A-ZHow to Start Real Estate Investing With Zero MoneyIn this episode you’re going to learn how to get started in real estate investing with zero money down. If you’re feeling a little overwhelmed by the fact that you need a lot of money to get started in real estate investing, fear not! There are opportunities out there where you can partner up with people. We interviewed Ellis Hammond to find out how he got started in real estate investing with no money down.
Read this podcast here: https://montecarlorei.com/how-to-get-started-in-real-estate-investing-with-no-money/
What are some things that you did to get to wher...2019-06-1318 min
Commercial Real Estate Investing From A-ZWhat is a Syndication, How to Underwrite Deals for a Recession, What is Replacement CostToday we'll learn what is a real estate syndication, what types of asset classes are safer so we can be prepared when we go into a recession, how do to underwrite and pick deals, as well as what does replacement cost mean. We're interviewing Matt Shamus, the founder of Driven Capital Partners, a real estate private equity firm based in California.
Read this episode here: https://montecarlorei.com/what-is-a-syndication-how-to-underwrite-deals-what-is-replacement-cost/
What is a syndication?
A syndication is pooling assets together to achieve something that neither of us could achieve on our own. That term is u...2019-06-0621 min
Commercial Real Estate Investing From A-ZOffice Leases: Lease Negotiation Points, What Makes for a Good Landlord, What Does "Base Year" Mean on a LeaseIn this episode we cover what does the base year mean in office leasing, what are specific things that startups want to negotiate on a lease, what happens when a startup goes out of business, LOI’s, lease negotiation & TI’s (also called lease concessions), and lastly, what makes for a good office landlord.
You can read this episode here: https://montecarlorei.com/office-leases-lease-negotiation-points-what-makes-for-a-good-landlord-what-does-base-year-mean-on-a-lease/
For offices, are the leases typically NNN?
No. It's typically what's called a "full service lease" where you pay your rent, and it's pretty much in all in rent. The land...2019-05-3119 min
Commercial Real Estate Investing From A-ZWhat Do Startups Need When Leasing an Office SpaceIn this episode, we interview Reuben Torenberg, a commercial real estate broker who specializes in helping startups, technology companies, and venture capital firms find office space in the San Francisco Bay Area and beyond.
You can read this episode here: https://montecarlorei.com/what-do-startups-look-for-when-leasing-an-office/
What do startups look for when leasing an office?
Every startup is in rapid growth mode. At the very beginning you don't know exactly what your projections are 12 months out, even six months out. So you are looking for a space to do a few things:
1. Attract talent.
2. Ma...2019-05-2312 min
Commercial Real Estate Investing From A-ZA Review of The Investor Summit at Sea & Lessons LearnedToday we are reviewing the Investors Summit at Sea. I’ll also share a few lessons learned on this cruise that are simply invaluable.
You can read this full episode here: https://montecarlorei.com/review-of-the-investor-summit-at-sea-and-lessons-learned/
Lessons learned specifically for real estate investing:
– Have a team, management is key, get very good managers.
– When things go wrong, it’s almost always because you had the wrong people in the wrong chairs.
– Don’t try to do things that are too small because you cannot afford to get the right people in the right chairs, so g...2019-05-1620 min
Commercial Real Estate Investing From A-ZRetail Investing Strategy & Why Be Optimistic About RetailToday we interview Adam Carswell, a Director with Concordia Realty and a Business Development Manager with Asym Capital. He focuses on retail, mobile home parks and self storage.
You can read the full interview here: https://montecarlorei.com/retail-investing-strategy-why-be-optimistic-about-retail/
What is your business model? Why do you guys invest in the properties that you invest in? What is your strategy?
My business partners at each firm go about things in different ways. Starting with Asym Capital, Hunter Thompson (the host of the Cashflow Connections Real Estate Podcast) focuses more on the syndication side of th...2019-05-1015 min
Commercial Real Estate Investing From A-ZLease Negotiation Points for National Tenants, LOI’s, What Happens When a Tenant Goes Dark (Part 2 of 2)Today we’re interviewing James Chung, he is the Executive Managing Director and Managing Principal for the Western US for Cushman & Wakefield's Retail platform. He has been with the company for 15 years and has worked with over 30 national tenants and over 9 million sf of retail across the Bay Area in Silicon Valley. Some of his clients are: AT&T, Chase Bank, Adidas, In&Out Burger, and Sur La Table.
Read the full interview here: https://montecarlorei.com/lease-negotiation-points-for-national-tenants-lois-what-happens-when-a-tenant-goes-dark-part-2-of-2/
In terms of leasing retail space to a national tenant, what makes a national tenant want to...2019-05-0617 min
Commercial Real Estate Investing From A-ZLeasing Retail Property to National Tenants and What to Look for During Due Diligence (Part 1 of 2)Today we’re interviewing James Chung, he is the Executive Managing Director and Managing Principal for the Western US for Cushman & Wakefield's Retail platform. He has been with the company for 15 years and has worked with over 30 national tenants and over 9 million sf of retail across the Bay Area in Silicon Valley. Some of his clients are: AT&T, Chase Bank, Adidas, In&Out Burger, and Sur La Table.
Read the full interview here: https://montecarlorei.com/leasing-retail-property-to-national-tenants-and-what-to-look-for-during-due-diligence-part-1-of-2/
Tips for Listing Retail Properties for Lease and What to Charge Tenants per Square Foot
Fi...2019-04-2517 min
Commercial Real Estate Investing From A-ZMy First Commercial Real Estate Offer: What Happened (Part 3 of 3)In this and final episode, I'll go over the financials and how I made the decision to move forward (or not!) with the purchase, and then we'll come to a conclusion at the end.
You can read the entire episode here: https://montecarlorei.com/my-first-commercial-real-estate-offer-what-happened-part-3-of-3/
When we made an offer on this theater that had been abandoned for 30 years, we had three options in mind:
1. Do a very basic remodel and sell it.
2. Go all the way with the remodel, bring the property up to an impeccable state, and run it as...2019-04-1816 min
Commercial Real Estate Investing From A-ZMy First Commercial Real Estate Offer: What Happened (Part 2 of 3)In this episode I'm going to share the things that we had to do on our own during the due diligence process of my first offer, as well as the things that our attorney looked at and objected to on the title report.
Read the full details here: https://montecarlorei.com/my-first-commercial-real-estate-offer-what-happened-part-2-of-3/
What did we on our own:
1. Checked Geotracker which is a website to see if there is contamination near the property. This helps us understand what our Phase I report will probably look like. The Phase I report is an environmental...2019-04-1211 min
Commercial Real Estate Investing From A-ZMy First Commercial Real Estate Offer: What Happened (Part 1 of 3)In this episode I’ll go over my very first offer (which happened about 4 months into my real estate education). You can read the process here: https://montecarlorei.com/my-first-commercial-real-estate-offer-what-happened-part-1-of-3/
This will be broken down into a few episodes because it’s going to be a detailed explanation from beginning to end, and it will be as follows:
How did we decide to make an offer on this property
What did we ask the real estate agent to send us during the due diligence process
Are we running this as a business or selling after remod...2019-04-0518 min
Commercial Real Estate Investing From A-ZWhy Commercial Properties and Not ResidentialToday you will learn why I picked commercial properties for my real estate investments and not residential properties. But first, let’s learn what types of properties fall under “residential investments” and what types of properties fall under “commercial investments”.
You can read this episode in detail here: https://montecarlorei.com/why-commercial-properties-and-not-residential-for-real-estate-investment/
Residential Properties:
Residential are properties where people live in, where people have their bed and pillow to sleep on at night, so it’s not only single family homes, it’s also duplexes, triplexes, fourplexes, mobile home parks, multi family properties like apartment buil...2019-03-2912 min
Commercial Real Estate Investing From A-ZQuestions You Should be Asking the Seller's Real Estate Agent When Interested in a PropertyWelcome back to Best Commercial Retail Real Estate Investing Advice Ever! Today we’re going to be learning the questions that I ask a seller’s real estate agent after I take a look at a property on Loopnet and think that this could be interesting. You don’t necessarily need to ask all these questions every single time, but it’s a good idea to go over most of them when you call the seller’s real estate agent.
Here is the step-by-step guide for your homework in today's episode: https://montecarlorei.com/questions-you-should-be-asking-the-sellers-real-estate-agent-when-interested-in-a-property/
A brief br...2019-03-1517 min
Commercial Real Estate Investing From A-ZWhat is a CAP Rate and What Should You Be Looking at on LoopnetWelcome back to Best Commercial Retail Real Estate Investing Advice Ever! Here is the step-by-step guide for your homework in today's episode: https://montecarlorei.com/what-is-a-cap-rate-and-what-should-you-be-looking-at-on-loopnet/
In this episode you will learn what is a cap rate, which is a variable rate that varies per property, and is determined when you are selling the property. As a buyer, you will be looking at various cap rates, and the very basic explanation is that it is the net income on the property divided by the price of the property. For example, there is a property for sale for $400,000...2019-03-0813 min
Commercial Real Estate Investing From A-ZCommercial Real Estate Investing from A-Z. Start Here!The very first episode of Best Commercial Retail Real Estate Investing Advice Ever! Here is the step-by-step guide for your homework in today's episode: https://montecarlorei.com/the-journey-begins-retail-real-estate-investing-from-a-z-podcast/
In this episode you will learn a little bit about me: I have been living in Silicon Valley since 2000 and working in tech for the last few years. Being in the startup world, you definitely get enticed to become an angel investor in tech startups, and that is what I started doing – however – when I spoke extensively with my friend who has been investing in commercial real estate properties for t...2019-03-0209 min