Ellie Perlman, a real estate investor, brings you the most amazing, intriguing and unbelievable stories about real estate investing.
Are workforce and affordable housing smart investments? In this episode, Jeannette Friedrich sits down with Peter Neill, co-founder of GSP Real Estate Investing, to dive into the high-demand world of workforce and affordable housing. Together, they explore whether these investments truly offer value, the unique strategies involved, and the risks and rewards that come with this specialized real estate niche. If you're curious about a real estate sector that's making a tangible impact, this episode is for you.
Key Takeaways:
- Why Single-Family Workforce Housing? Understand why Peter’s team chose single-family homes over multifamily units, driven by market demand, supply dynamics, and GSP’s unique expertise.
- Defining Workforce vs. Affordable Housing: Learn the distinctions and overlaps between affordable, workforce, and attainable housing, along with how they’re defined by income levels and housing costs.
- Investment Strategy & Risk Management: Discover how GSP uses the BRRRR (Buy, Rehab, Rent, Refinance, Repeat) strategy to maximize returns despite high interest rates, and how they mitigate risks by creating substantial equity in each property.
- Navigating Economic Conditions: Insights on how workforce and affordable housing investment can remain resilient through economic fluctuations, driven by an ongoing supply-demand imbalance.
- Income Funds vs. Growth Funds: Peter breaks down the differences between GSP’s income fund, which offers fixed returns, and their growth fund, which focuses on equity sharing and long-term value.
Tune in to gain a comprehensive view of an impactful investment approach aimed at addressing housing shortages while providing reliable returns.
Timestamps
00:00 Introduction to Workforce and Affordable Housing Investments
00:18 Meet Peter Niell: Background and Experience
01:07 Single Family vs. Multifamily Housing
02:56 Understanding Affordable and Workforce Housing
09:46 BRRRR Strategy and Market Challenges
14:38 Election Impact and Future Outlook
Credits
Producer: Blue Lake Capital
Strategist: Syed Mahmood
Editor: Emma Walker
Opening music: Pomplamoose
#investing
#brrrrstrategy
#marketchallenges
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How does real estate private equity really work?
Have you ever wondered who actually owns those massive commercial properties you see around town? It might surprise you to learn it’s not just mega corporations or billionaires. In this episode, we delve into the world of real estate private equity and break down the process from start to finish.
Key Takeaways:
- What Real Estate Private Equity Really Is – Learn how real estate private equity allows individuals to pool resources and invest in large properties together.
- Raising Capital – Understand the different structures (like 506(b) and 506(c) offerings) for raising funds from investors and why building relationships with potential investors is crucial.
- The Acquisition Process – Discover how firms like Blue Lake Capital identify underperforming properties and evaluate potential for improvements and rent increases.
- Value-Add Strategy – Find out how enhancements like adding amenities or renovating facilities can justify higher rents and attract tenants.
- Due Diligence – Learn the detailed steps involved in assessing an investment, from analyzing market trends to understanding local insurance and property tax implications.
- Roles and Responsibilities – Get insight into how general partners manage the property and handle issues, all to ensure the asset’s performance and investors' returns.
- Investment Returns and Splits – Explore how returns are distributed between general and limited partners and what performance hurdles mean for investors.
This episode gives you a clear look at the complexity behind real estate private equity and what it takes to make these large investments work. Whether you're an accredited investor or simply curious, tune in to understand the mechanics of this powerful investment strategy.
Are you REady2Scale Your Multifamily Investments?
Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com.
To reach Ellie & the Blue Lake team, email them at [email protected] or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you.
Timestamps
00:00 Introduction to Real Estate Private Equity
01:09 Understanding Capital and Fundraising
02:17 Identifying and Acquiring Properties
04:23 Due Diligence and Market Analysis
06:14 Managing the Property and Ensuring Returns
07:40 Revenue Sharing and Exiting the Investment
Credits
Producer: Blue Lake Capital
Strategist: Syed Mahmood
Editor: Emma Walker
Opening music: Pomplamoose
#investing
#realestateinvestmentstrategies
#privateequity
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On October 22nd, our CEO Ellie Perlman, joined the BE Event Thriving in Unpredictable Real Estate Markets with @KenMcElroy , @bronsonequity , @mikeytaylor and Justin Donald.
Please enjoy this replay of the webinar.
Key Takeaways:
- Gain practical strategies and insider knowledge from top real estate experts who have managed billions in transactions.
- Elevate your investing game with actionable insights, whether you're a seasoned investor or just starting out.
- Learn from trailblazing people in real estate sharing expertise in multifamily syndication and passive income.
- Discover how fostering diversity leads to success in today’s market.
- Ideal for those looking to diversify, scale investments, or gain fresh perspectives.
- Universal strategies and principles that apply to all investors, shared by the industry's top experts.
Are you REady2Scale Your Multifamily Investments?
Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com.
To reach Ellie & the Blue Lake team, email them at [email protected] or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you.
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Are you worried about how today’s elections might impact the real estate market? You’re not alone. But should you really be concerned, or are there bigger factors at play? Let’s break it down.
****Do you agree with our perspective on how elections impact real estate investing, or do you have a different take? Let us know in the comments!
- In this episode of REady2Scale, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, dives into the realities of how election cycles impact real estate—spoiler alert: it’s likely not as drastic as you might fear.
Here’s what you’ll learn:
- Market Cycles vs. Political Cycles: Discover why long-term market trends and cycles typically outweigh the impact of election outcomes on real estate performance.
- Historical Real Estate Data: See how real estate appreciation and downturns often align more closely with economic fundamentals than with political shifts.
- Economic Fundamentals to Watch: Understand which factors—like interest rates, supply and demand, and overall economic health—are most crucial to track for real estate investment.
- Potential Regulatory Impacts: Learn about key regulations to keep an eye on, such as foreign investment restrictions and changes to 1031 exchange rules, which could affect investors.
- Long-Term Investment Perspective: Get practical advice on focusing on your investment goals and staying grounded amid political noise.
- By the end of the episode, you'll gain clarity on the bigger picture and feel more equipped to navigate real estate investing without being swayed by political turbulence. Tune in to keep your investment strategy grounded and informed.
Are you REady2Scale Your Multifamily Investments?
Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com.
To reach Ellie & the Blue Lake team, email them at [email protected] or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you.
Timestamps
00:00 Introduction and Election Day Overview
00:30 Impact of Elections on Real Estate
02:03 Historical Real Estate Trends
03:57 Key Factors to Watch in Real Estate
Credits
Producer: Blue Lake Capital
Strategist: Syed Mahmood
Editor: Emma Walker
Opening music: Pomplamoose
#realestate #election #realestatemarketanalysis
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Are you ready to leave the 9-to-5 grind and gain financial freedom through real estate? In this episode, Jeannette Friedrich sits down with Ed Mathews, President of Clark Street Capital, to explore how he transitioned from a high-pressure executive role to full-time real estate investor. Ed shares his approach to building a resilient real estate portfolio, navigating uncertain markets, and leveraging development opportunities for long-term wealth.
Key Takeaways:
-The Journey to Financial Independence: Ed’s path from corporate life to real estate investing and how he created a steady cash flow that eventually replaced his traditional income.
-Why Development Projects Matter Now: Discover why Ed is focusing on long-term development opportunities and the advantages of holding assets in today’s unpredictable market.
-Lessons from Market Challenges: How to approach acquisitions in a high-interest rate environment and why patience and strategy are key when property pricing doesn’t align with financing.
-Essential Tools for Real Estate Success: Learn about Ed’s go-to resources—from investor portals to operational systems—that help him streamline his business and manage investments.
-Navigating Risk in Uncertain Times: Insight into mitigating risks associated with interest rates, insurance, and local regulations to build a sustainable portfolio.
This episode offers valuable strategies and insights for executives and aspiring investors aiming to transition into real estate and create a robust, future-proof investment plan.
Are you REady2Scale Your Multifamily Investments?
Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com.
To reach Ellie & the Blue Lake team, email them at [email protected] or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you.
Timestamps
00:00 Introduction and Guest Welcome
00:26 Ed Matthews' Background and Career Journey
01:51 Marketing Strategies for C-Level Executives
08:34 Effective Tools for Real Estate Investors
12:49 Challenges and Opportunities in Real Estate
26:45 Lightning Round and Closing Thoughts
Credits
Producer: Blue Lake Capital
Strategist: Syed Mahmood
Editor: Emma Walker
Opening music: Pomplamoose
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What can baseball teach us about real estate investing? In this episode of REady2Scale, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, draws parallels between America’s pastime and multifamily real estate investing, sharing key principles that can lead to a winning strategy. Whether you’re an experienced investor or just starting, this episode offers practical insights to enhance your approach.
Key Takeaways:
-Building a Winning Team: Learn why selecting the right sponsor and assessing their support team is essential in real estate investing.
-Analyzing the Competition: Discover how thorough market and competitor analysis can inform stronger, data-backed investment decisions.
-Making Calculated Risks: Understand the value of calculated risk-taking, whether it’s exploring new markets or adding value through strategic property upgrades.
-Exercising Endurance and Patience: See how both baseball and real estate require a long-term commitment to achieve the best outcomes.
-Balancing Wins and Losses: Embrace a mindset that accepts both successes and setbacks as part of the journey to investment growth.
Tune in to gain insights into adopting a "World Series" mindset for your real estate investments, transforming how you approach each opportunity.
Are you REady2Scale Your Multifamily Investments?
Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com.
To reach Ellie & the Blue Lake team, email them at [email protected] or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you.
Timestamps
00:00 Introduction and World Series Announcement
00:46 Real Estate Investing and Baseball: The Winning Team
01:32 Analyzing the Competition in Real Estate
02:44 Taking Calculated Risks in Real Estate
03:16 Endurance and Patience in Real Estate
03:29 Taking Wins with Losses and Conclusion
Credits
Producer: Blue Lake Capital
Strategist: Syed Mahmood
Editor: Emma Walker
Opening music: Pomplamoose
#worldseries
#realestate
#investing
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How do you really know if your investments are performing well, especially as a passive investor? In this episode of "REady2Scale," Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, is joined by Stacey Hampton, CEO of Asset NOI Consulting, to break down critical metrics and strategies every passive investor should know. With Stacey’s extensive background in property management and operations, the conversation dives into how to gauge your investments' health and maximize profitability.
-Understanding NOI: Learn why Net Operating Income (NOI) is a key indicator of a property’s financial health and how it impacts sales price and valuation.
-Optimizing Expenses: Discover how managing unit turnover and utility billing can significantly reduce costs and improve NOI.
-Creative Income Strategies: Explore ancillary income opportunities like reserved parking, pet-friendly amenities, and EV chargers to boost profits.
-Marketing for Impact: Get insights into effective marketing techniques that combine traditional and digital strategies to attract tenants and elevate property reputation.
-Owner-Operator Dynamics: Find out how transparent communication between property owners and operators can align goals and improve performance.
-Real Estate Turnaround Success: Hear about Stacey’s experience with a challenging property and how she led a successful transformation through focused improvements.
This episode is a must-listen for passive investors and property owners looking to sharpen their understanding of performance metrics and income-boosting strategies.
Are you REady2Scale Your Multifamily Investments?
Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com.
To reach Ellie & the Blue Lake team, email them at [email protected] or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you.
Timestamps:
00:00 Introduction and Guest Introduction
01:14 Understanding Key Investment Metrics
03:19 Strategies for Optimizing NOI
14:16 Elevating the Neighborhood: Resident Experiences and Marketing Insights
14:42 Old School vs. Contemporary Marketing Strategies
18:09 Navigating Owner-Operator Relationships and Motivating Teams
Credits
Producer: Blue Lake Capital
Strategist: Syed Mahmood
Editor: Emma Walker
Opening music: Pomplamoose
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Are you chasing high returns at the expense of protecting your capital? Or is there a smarter way to balance both? In this episode, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, shares insights on the delicate balance between pursuing high returns and ensuring capital preservation. Drawing from years of experience and real-world examples, Jeannette provides practical advice for investors on how to grow wealth without taking unnecessary risks.
-Understanding the Temptation of High Returns: Why high returns come with high risks, and what you need to ask before diving into such investments.
-Capital Preservation Defined: The importance of protecting your initial investment and how it plays a key role in building long-term wealth.
-Risks of Chasing High Returns: Common mistakes investors make, including ignoring unrealistic expectations and assumptions in underwriting.
-Benefits of Capital Preservation: Why conservative, stable investments tend to perform better in uncertain markets and help grow wealth steadily over time.
-Balancing High Returns and Capital Preservation: How to diversify your investments to enjoy the best of both worlds—risk-taking for higher rewards and safeguarding wealth through preservation strategies.
-The Importance of Due Diligence: Why examining a sponsor’s track record and the investment’s exit strategy is crucial before making any financial commitments.
Tune in to learn how to navigate the fine line between risk and reward, and set yourself up for long-term financial success!
Are you REady2Scale Your Multifamily Investments?
Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com.
To reach Ellie & the Blue Lake team, email them at [email protected] or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you.
Timestamps
00:00 Introduction: Returns vs. Capital Preservation
00:29 The Temptation of High Returns
01:25 Understanding Capital Preservation
02:01 Risks of Chasing High Returns
04:33 Balancing High Returns and Capital Preservation
08:46 Conclusion and Investment Tips
Credits
Producer: Blue Lake Capital
Strategist: Syed Mahmood
Editor: Emma Walker
Opening music: Pomplamoose
#investing
#capitalpreservation
#realestateinvesting
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What’s the difference between developing new retail properties and managing existing ones? And what’s the state of the retail market today? These are just a few of the questions we explore in this episode of the REady2Scale podcast with special guest Garrett Bedrin, a third-generation real estate sponsor/operator. Garrett shares valuable insights from his experiences managing a vast portfolio that includes shopping centers and mixed-use developments. This episode covers crucial aspects of retail, including its resurgence, the risks of development, and strategies for long-term success.
Key Takeaways:
-Retail’s Comeback: Learn why the retail sector is thriving post-COVID and how the demand for social experiences is reshaping shopping centers.
-Development vs. Existing Assets: Understand the key differences in risk, returns, and strategies when developing new retail properties versus acquiring existing assets.
-Entitlement Risk in Development: Discover how delays in local approvals and unforeseen issues with the land can significantly impact retail development projects.
-Anchor Tenants and Financing: Explore why securing a major tenant like a grocery store is essential for obtaining project financing, but not necessarily a source of significant profit.
-Navigating the Unknowns of Development: Hear real-world examples of the unexpected challenges that can arise during a retail development project, from environmental issues to community pushback.
-Retail Evolution: Learn how retail properties are shifting to focus on experiences, including wellness centers, entertainment venues, and unique social spaces, as traditional department stores decline.
This episode offers invaluable lessons for anyone interested in retail real estate investment, development, or simply understanding the changing dynamics of the sector.
Are you REady2Scale Your Multifamily Investments?
Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com.
To reach Ellie & the Blue Lake team, email them at [email protected] or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you.
Where to Contact Garrett Bedrin:
Interested in learning more from Garrett or discussing potential opportunities? You can reach him through the following channels:
Instagram: @GarrettGram for personal updates and insights.
LinkedIn: Connect with Garrett on LinkedIn to discuss real estate, retail trends, or any other business inquiries. Just search for Garrett Bedrin on LinkedIn.
Timestamps
00:00 Introduction and Guest Welcome
01:46 The State of Retail: Past, Present, and Future
05:04 Development vs. Standing Assets: Risks and Rewards
22:26 The Essence of Real Estate and Inspirational Speaking
23:19 Future Market Potential and Investment Strategies
32:46 Retail Evolution and Personal Insights
Credits
Producer: Blue Lake Capital
Strategist: Syed Mahmood
Editor: Emma Walker
Opening music: Pomplamoose
#investing
#retail
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Are You Asking the Right Questions for Your 2025 Investments? In this episode of REady2Scale, Director of Investor Relations Jeannette Friedrich discusses five critical questions multifamily investors should consider as they plan for 2025. Using data from Blue Lake Capital’s newly released 2025 Multifamily Outlook Report, she provides insights to help you navigate upcoming trends and maximize your investment strategy. Tune in to stay ahead of the market and make informed decisions.
-Which cities are most likely to see rent increases?
-Why is construction slowing down, and how can you take advantage of it?
-How will job growth impact rental demand in 2025?
-What does the end of the construction surge mean for multifamily investors?
-Are you investing in the regions with the highest renter demand?
For more detailed insights, download the full 2025 Multifamily Outlook Report at bluelakecapital.com.
Are you REady2Scale Your Multifamily Investments?
Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com.
To reach Ellie & the Blue Lake team, email them at [email protected] or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you.
Timestamps
00:00 Introduction to Investment Decisions in 2025
00:24 Unveiling the 2025 Multifamily Outlook Report
01:07 Key Market Trends: Rent Increases and Construction Slowdown
02:56 Job Growth and Its Impact on Rental Demand
04:42 Strategic Investment Opportunities in Multifamily Markets
05:24 Conclusion and Future Insights
Credits
Producer: Blue Lake Capital
Strategist: Syed Mahmood
Editor: Emma Walker
Opening music: Pomplamoose
#investing #realestate #multifamilyinvesting
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Have you ever wondered how to transition from a 9-to-5 job to full-time real estate investing? In this episode of REady2Scale, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, interviews Vessi Kapoulian, Managing Partner of DBA Capital Group. Vessi shares her incredible journey from growing up behind the Iron Curtain to achieving financial independence through real estate, leaving her corporate job, and building a successful investment firm. If you're curious about how to break free from the traditional career path and build wealth through real estate, this episode is packed with actionable insights.
Key Takeaways:
-Overcoming adversity: Learn how growing up in a fiscally conservative household in Bulgaria during a time of economic crisis shaped Vessi’s approach to financial responsibility and investing.
-Real estate as a path to freedom: Discover why Vessi chose real estate over the stock market as a tangible, transparent, and controllable investment vehicle.
-The importance of education and planning: Vessi’s journey began with small, calculated steps. Hear how her methodical approach—educating herself, planning, and gradually growing her portfolio—paved the way for her successful transition.
-Cash flow and financial independence: Vessi explains why creating multiple streams of cash flow through real estate is essential for building security and freedom from the W2 grind.
-The realities of entrepreneurship: Get a realistic view of the challenges of leaving a corporate job, from budgeting to managing fluctuating cash flow, and how to stay resilient during tough times.
-Advice for aspiring investors: Practical tips for women, immigrants, and anyone seeking to break into the real estate industry.
Tune in to hear how Vessi Kapoulian achieved her version of the American Dream and how you can take steps to follow in her footsteps.
Are you REady2Scale Your Multifamily Investments?
Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com.
To reach Ellie & the Blue Lake team, email them at [email protected] or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you.
If you’d like to connect with Vessi Kapoulian or learn more about her real estate journey, here’s how you can reach her:
Timestamps
00:00 Introduction to Real Estate Dreams
01:27 Vessi's Journey from Bulgaria to the US
05:50 Discovering Real Estate as a Career
09:07 Building a Real Estate Business
15:03 Challenges and Triumphs of Transitioning
20:12 Empowering Women in Real Estate
Credits
Producer: Blue Lake Capital
Strategist: Syed Mahmood
Editor: Emma Walker
Opening music: Pomplamoose
#investing
#entrepreneurship
#multifamily
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