Westside Investors Network (WIN)

Check the episode transcript here [https://www.uptownsyndication.com/post/172-mitigating-risk-in-real-estate-private-equity-with-brad-johnson] ABOUT BRAD JOHNSON Brad is the Founder and CIO of Evergreen Capital. Brad has 20 years of experience investing in both traditional and alternative asset classes with a primary focus on high-cash-flowing assets. Brad is also a Partner of Vintage Capital, which focuses primarily on mobile home park investments. Previously, Brad worked as a real estate private equity operator. Early in his career, Brad worked at Wells Fargo's real estate investment bank and held various investment positions with private equity firms. Brad has closed over $3.3 billion in commercial real estate acquisitions over the course of his career.      THIS TOPIC IN A NUTSHELL:  From investment banking to private equity Becoming an owner/operator  Manufactured housing as a niche  Advantages & Resilience of Affordable Housing  Operational Challenges of Managing Underperforming Parks Having the right market, occupancy levels, and management team Evergreen Capital’s three primary verticals Shift Toward Debt Investments Minimizing downside risk vs. chasing 10x returns Long-term compounding and Short-term capital gains  Open-ended investment structures  Connect with Brad     KEY QUOTE:  “Real estate isn’t about hitting home runs. It’s about consistently hitting doubles while protecting your downside.”     ABOUT THE WESTSIDE INVESTORS NETWORK     The Westside Investors Network [https://www.westsideinvestorsnetwork.com/] is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.       The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com [https://www.uptownpm.com/]. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com [https://www.uptownsyndication.com/].     #ManufacturedHousing #AffordableHousingCrisis #RealEstateInvesting #PrivateEquity #GPStakes #CommercialRealEstateDebt #MobileHomeParks #AlternativeInvestments #HardAssets #AssetAllocation #InvestmentBanking #CashFlowInvestments #RiskAdjustedReturns #LongTermHold #TaxEfficientInvesting #EvergreenCapital #DebtInvesting #RealEstatePortfolio #LimitedPartner #GPInvestor #PassiveIncome #CashFlowRealEstate #BuildWealth #WealthPreservation #EconomicResilience #RealAssets #CompoundGrowth #FinancialFreedom #LegacyWealth #RecessionResistant     CONNECT WITH BRAD: Website: https://www.evergreencap.com [https://www.evergreencap.com/]  LinkedIn: https://www.linkedin.com/in/bradleyjohnson [https://www.linkedin.com/in/bradleyjohnson]  Interested in Mobile Home Parks? Check this out: https://vintage-funds.com [https://vintage-funds.com]        CONNECT WITH US     For more information about investing with AJ and Chris:   ·    Uptown Syndication | https://www.uptownsyndication.com/ [https://www.uptownsyndication.com/]   ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/ [https://www.linkedin.com/company/71673294/admin/]     For information on Portland Property Management:   ·    Uptown Properties | http://www.uptownpm.com [http://www.uptownpm.com/]   ·    Youtube | @UptownProperties [https://www.youtube.com/channel/UCiUjoeFertF_hlBUw4J2Tbw]       Westside Investors Network   ·    Website | https://www.westsideinvestorsnetwork.com/ [https://www.westsideinvestorsnetwork.com/]   ·    Twitter | https://twitter.com/WIN_pdx [https://twitter.com/WIN_pdx]   ·    Instagram | @westsideinvestorsnetwork [https://www.instagram.com/westsideinvestorsnetwork/]   ·    LinkedIn | https://www.linkedin.com/groups/13949165/ [https://www.linkedin.com/groups/13949165/]   ·    Facebook | @WestsideInvestorsNetwork [https://www.facebook.com/WestsideInvestorsNetwork]   ·    Tiktok| @WestsideInvestorsNetwork [https://www.tiktok.com/@westsideinvestorsnetwork?lang=en]   ·    Youtube | @WestsideInvestorsNetwork [https://www.youtube.com/channel/UC09eO7-kWaZFvCmGuGf0A8A]

Check the episode transcript here [https://www.uptownsyndication.com/post/win-ep171-how-to-vet-real-estate-deals-and-sponsors-before-you-invest-with-wayne-courreges-iii] ABOUT WAYNE COURREGES III Wayne is passionate about helping busy professionals build generational wealth by offering the opportunity to passively invest in commercial real estate syndications. His company, CREI Partners currently has over $50 million in assets under management in Texas, Louisiana, and Alabama. To build wealth for investors, Wayne focuses primarily on acquiring apartment communities and developing RV/Boat and Business Storage in areas with strong market fundamentals along with strategic partner relationships.  Based out of Central Texas, Wayne leads the investment lifecycle and investor relations for CREI Partners as the Lead Sponsor and General Partner.   Wayne started his real estate journey while serving in the US Marine Corps. After completing his service as a Marine Corps Corporal in 2007, he started a career with a Fortune 125 commercial real estate firm that spanned 16 years before focusing full-time on real estate investments.      THIS TOPIC IN A NUTSHELL:  ·         From serving the Marine Corps to Real Estate Investing ·         Founding CREI Partners  ·         Getting into the Syndication space ·         First Multifamily Acquisition  ·         Direct-to-seller approach and Due diligence  ·         Deal Structure & Underwriting Philosophy ·         Approach to Acquisitions ·         Navigating Challenges Post-Purchase and Market Dynamics ·         Advice on vetting sponsors ·         CREI Partners portfolio ·         Connect with Wayne     KEY QUOTE:  We’re not in the business of winning bidding wars. We’re in the business of finding value."     ABOUT THE WESTSIDE INVESTORS NETWORK     The Westside Investors Network [https://www.westsideinvestorsnetwork.com/] is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.       The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com [https://www.uptownpm.com/]. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com [https://www.uptownsyndication.com/].     #RealEstateSyndication #VetTheSponsor #MultifamilyInvesting #PassiveInvesting #RealEstateDeals #CREInvesting #SponsorDueDiligence #BuildWealth #FinancialFreedom #CashFlowInvesting #RealEstateStrategy #LongTermWealth #RiskManagement #EconomicResilience #AssetProtection #InvestorEducation #SmartInvesting #ApartmentInvesting #DirectToSeller #UnderwritingDeals #CRESponsors #RealEstateReturns #RealEstateCashFlow #RealEstateInvestor #CREAcquisitions #RealEstatePortfolio #WealthStrategy #GenerationalWealth #CashFlowRealEstate #InvestorRelations #EntrepreneurMindset   CONNECT WITH WAYNE: Website: https://www.creipartners.com [https://www.creipartners.com] LinkedIn: www.linkedin.com/in/wacourregesiii [http://www.linkedin.com/in/wacourregesiii] Facebook: https://www.facebook.com/creipartners [https://www.facebook.com/creipartners] Instagram: @creipartners  [https://www.instagram.com/creipartners]     CONNECT WITH US     For more information about investing with AJ and Chris:   ·    Uptown Syndication | https://www.uptownsyndication.com/ [https://www.uptownsyndication.com/]   ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/ [https://www.linkedin.com/company/71673294/admin/]     For information on Portland Property Management:   ·    Uptown Properties | http://www.uptownpm.com [http://www.uptownpm.com/]   ·    Youtube | @UptownProperties [https://www.youtube.com/channel/UCiUjoeFertF_hlBUw4J2Tbw]       Westside Investors Network   ·    Website | https://www.westsideinvestorsnetwork.com/ [https://www.westsideinvestorsnetwork.com/]   ·    Twitter | https://twitter.com/WIN_pdx [https://twitter.com/WIN_pdx]   ·    Instagram | @westsideinvestorsnetwork [https://www.instagram.com/westsideinvestorsnetwork/]   ·    LinkedIn | https://www.linkedin.com/groups/13949165/ [https://www.linkedin.com/groups/13949165/]   ·    Facebook | @WestsideInvestorsNetwork [https://www.facebook.com/WestsideInvestorsNetwork]   ·    Tiktok| @WestsideInvestorsNetwork [https://www.tiktok.com/@westsideinvestorsnetwork?lang=en]   ·    Youtube | @WestsideInvestorsNetwork [https://www.youtube.com/channel/UC09eO7-kWaZFvCmGuGf0A8A]

Check the episode transcript here [https://www.uptownsyndication.com/post/win-ep170-aligning-investment-strategy-with-life-goals-with-jorge-vazquez] ABOUT JORGE VAZQUEZ Jorge Vazquez is the CEO and co-founder of Graystone Investment Group, bringing over 20 years of experience in the real estate industry. With more than 3,500 transactions to his credit, Jorge’s expertise and dedication have been recognized in Forbes, and he led Graystone to win the prestigious Best of Florida Award in 2023. Throughout his career, Jorge has engaged in every type of real estate transaction imaginable, including “Subject to,” “house hacking,” “non-performing notes,” “corporate rentals,” Airbnb, wraparound mortgages, private notes, short sales, REOs, and more. His journey in real estate began as a licensed financial advisor, where his clients’ interest in real estate investments inspired him to transition full-time into the industry. When asked what is most gratifying, Jorge loves it when a client tells him, “Jorge, I retired because of you” or, “I was able to put my kids through college because of you.”      THIS TOPIC IN A NUTSHELL:  Jorge's journey in real estate  Aligning Investment Strategy with Life Goals Real Estate as a Retirement Alternative Short-term vs Long-term rentals Owning a property vs becoming a private lender Single-family homes vs. multifamily  Market Outlook & Florida-Specific Insight Insights on Interest rates and inventory Managing Risk & Growth Property tax assessments and Insurance tips Targeting Properties with Forced Equity  Connect with Jorge      KEY QUOTE:  “Your investment doesn’t have to be your favorite street. It has to make money.”       ABOUT THE WESTSIDE INVESTORS NETWORK     The Westside Investors Network [https://www.westsideinvestorsnetwork.com/] is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.       The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com [https://www.uptownpm.com/]. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com [https://www.uptownsyndication.com/].     #RealEstateInvesting #FinancialFreedom #RentalPortfolio #HouseHacking #BuyAndHold #EquityBuilding #PassiveIncome #LongTermWealth #DiversifyWithRealEstate #RealEstateGoals #InvestmentStrategy #RealEstateAdvisor #LegacyWealth #RiskManagement #PrivateLending #ShortTermRentals #LongTermRentals #RealEstateEmpire #SmartInvesting #FloridaInvesting #TampaRealEstate #WealthStrategy #CashFlowProperties #RealEstateTips #RealEstateMentorship #AssetBuilding #HighEquityDeals #RetirementPlanning #WealthMindset #RealEstateWisdom   CONNECT WITH JORGE: Email: jorge@graystoneig.com [jorge@graystoneig.com] Website: https://graystoneig.com [https://graystoneig.com] LinkedIn: https://www.linkedin.com/in/jorgevazquezjr [https://www.linkedin.com/in/jorgevazquezjr]   CONNECT WITH US     For more information about investing with AJ and Chris:   ·    Uptown Syndication | https://www.uptownsyndication.com/ [https://www.uptownsyndication.com/]   ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/ [https://www.linkedin.com/company/71673294/admin/]     For information on Portland Property Management:   ·    Uptown Properties | http://www.uptownpm.com [http://www.uptownpm.com/]   ·    Youtube | @UptownProperties [https://www.youtube.com/channel/UCiUjoeFertF_hlBUw4J2Tbw]       Westside Investors Network   ·    Website | https://www.westsideinvestorsnetwork.com/ [https://www.westsideinvestorsnetwork.com/]   ·    Twitter | https://twitter.com/WIN_pdx [https://twitter.com/WIN_pdx]   ·    Instagram | @westsideinvestorsnetwork [https://www.instagram.com/westsideinvestorsnetwork/]   ·    LinkedIn | https://www.linkedin.com/groups/13949165/ [https://www.linkedin.com/groups/13949165/]   ·    Facebook | @WestsideInvestorsNetwork [https://www.facebook.com/WestsideInvestorsNetwork]   ·    Tiktok| @WestsideInvestorsNetwork [https://www.tiktok.com/@westsideinvestorsnetwork?lang=en]   ·    Youtube | @WestsideInvestorsNetwork [https://www.youtube.com/channel/UC09eO7-kWaZFvCmGuGf0A8A]

Check the episode transcript here [https://www.uptownsyndication.com/post/win-ep169-how-to-build-a-thriving-real-estate-team-by-age-25-with-chris-williams] ABOUT CHRIS WILLIAMS Chris A. Williams is a 25-year-old Owner of The Assets Real Estate Team/ Owner of 1st Class Real Estate Equity Group/ Real Estate Investor & Entrepreneur. He leads a top-ranked team responsible for representing buyers and sellers of distinguished properties throughout the Hampton Roads area.  After years of being a Top Agent in his market, Chris started the Assets Real Estate Team. His goal is to train and empower others, regardless of appearance or background, to be dominant forces in the Real Estate industry and the biggest Asset to their clients. Today, Chris now specializes as a Real Estate Investor and teaches Real Estate Agents and new Real Estate Investors how to make their money.    THIS TOPIC IN A NUTSHELL:  From Football Dreams to Real Estate Hustle Breaking In During the COVID Era Working hard vs. working smart Becoming a Team Leader Training and replicating success in new agents Turning a stale listing into a successful deal Creative deal structuring Strategic Investment Philosophy Evaluating each property’s best use Building wealth with commission dollars Giving Back Through Education Connect with Chris     KEY QUOTE:  “If I can replicate success with one person, I can replicate it with many.”     ABOUT THE WESTSIDE INVESTORS NETWORK     The Westside Investors Network [https://www.westsideinvestorsnetwork.com/] is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.       The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com [https://www.uptownpm.com/]. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com [https://www.uptownsyndication.com/].     #RealEstateInvesting #CreativeFinancing #SubjectToDeals #RealEstateAgentLife #BuyAndHold #RealEstateTeam #YoungInvestors #EntrepreneurMindset #FinancialFreedom #BuildingWealth #PassiveIncome #HouseHacking #FixAndFlip #WholesaleRealEstate #RealEstateCoach #RealEstateMentorship #SalesLeadership #LeadGeneration #RealEstateStrategies #AssetBuilding #RealEstateSuccess #ScalingRealEstate #REIBusiness #RealEstateBroker #LongTermWealth #InvestSmarter #StartYoung #CashFlowRealEstate #RealEstateKnowledge #PassiveIncome   CONNECT WITH CHRIS: Website: https://www.iamchrisawilliams.com [https://www.iamchrisawilliams.com] YouTube: https://www.youtube.com/@iamchrisawilliams [https://www.youtube.com/@iamchrisawilliams] Instagram: https://www.instagram.com/iamchrisawilliams [https://www.instagram.com/iamchrisawilliams] LinkedIn: https://www.linkedin.com/in/iamchrisawilliams [https://www.linkedin.com/in/iamchrisawilliams]       CONNECT WITH US     For more information about investing with AJ and Chris:   ·    Uptown Syndication | https://www.uptownsyndication.com/ [https://www.uptownsyndication.com/]   ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/ [https://www.linkedin.com/company/71673294/admin/]     For information on Portland Property Management:   ·    Uptown Properties | http://www.uptownpm.com [http://www.uptownpm.com/]   ·    Youtube | @UptownProperties [https://www.youtube.com/channel/UCiUjoeFertF_hlBUw4J2Tbw]       Westside Investors Network   ·    Website | https://www.westsideinvestorsnetwork.com/ [https://www.westsideinvestorsnetwork.com/]   ·    Twitter | https://twitter.com/WIN_pdx [https://twitter.com/WIN_pdx]   ·    Instagram | @westsideinvestorsnetwork [https://www.instagram.com/westsideinvestorsnetwork/]   ·    LinkedIn | https://www.linkedin.com/groups/13949165/ [https://www.linkedin.com/groups/13949165/]   ·    Facebook | @WestsideInvestorsNetwork [https://www.facebook.com/WestsideInvestorsNetwork]   ·    Tiktok| @WestsideInvestorsNetwork [https://www.tiktok.com/@westsideinvestorsnetwork?lang=en]   ·    Youtube | @WestsideInvestorsNetwork [https://www.youtube.com/channel/UC09eO7-kWaZFvCmGuGf0A8A]

Check the episode transcript here [https://www.uptownsyndication.com/post/win-ep168-self-directed-iras-made-simple-with-adam-bergman] ABOUT ADAM BERGMAN  Adam Bergman is an author, former tax and ERISA attorney, and the founder of IRA Financial - an industry leader in self-directed retirement solutions. Through Adam’s leadership, IRA Financial has helped over 25,000 clients take control over their retirement and invest over $4.6 billion of retirement funds into alternative assets. Adam has authored 9 books on self-directed retirement plans, and is a leading voice in the self-directed retirement industry.      Prior to starting IRA Financial, Mr. Bergman was a tax and ERISA attorney at White & Case LLP, Dewey LeBoeuf LLP, and Thelen LLP, three of the most prominent corporate law firms in the world. He received his B.A. (with distinction) from McGill University and his law degree (cum laude) from Syracuse University College of Law. He then went on to receive his Masters of Taxation (LL.M.) from New York University School of Law. He is a member of the Tax Division of the American Bar Association and New York State Bar Association.    THIS TOPIC IN A NUTSHELL:  Adam’s career and transition to retirement advisory What Is a Self-Directed IRA? Tax Benefits of Self-Directed IRAs Solo 401(k)s for Business Owners IRA Financial’s Client Experience Common Use Cases for Real Estate Investors Freedom of Investment Choice Solo 401(k) vs IRA: Key Differences The Power of Compounding & Roth Accounts Connect with Adam     KEY QUOTE:    "The goal isn’t just to get rich. It’s to get rich tax-free."     ABOUT THE WESTSIDE INVESTORS NETWORK     The Westside Investors Network [https://www.westsideinvestorsnetwork.com/] is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.       The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com [https://www.uptownpm.com/]. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com [https://www.uptownsyndication.com/].     #RealEstateInvesting #SelfDirectedIRA #Solo401k #TaxFreeInvesting #AlternativeAssets #RetirementPlanning #WealthBuilding #IRAInvesting #FinancialFreedom #PassiveIncome #InvestWithIRA #DiversifyYourPortfolio #CheckbookControl #RothIRA #PreTaxIRA #TaxDeferredGrowth #HardAssets #TangibleAssets #SelfDirected401k #RealEstateIRA #PrivateInvestments #RealAssets #IRACompliance #InvestmentFreedom #RetirementWealth #AssetControl #SmartInvesting #WealthStrategy #RecessionResistant #LongTermWealth   CONNECT WITH ADAM: Website: https://www.irafinancial.com [https://www.irafinancial.com] YouTube: IRA Financial [https://www.youtube.com/channel/UCGJutK4q6d5xOQ3QRCy7kEA] LinkedIn: https://www.linkedin.com/in/adambergman1 [https://www.linkedin.com/in/adambergman1]     CONNECT WITH US     For more information about investing with AJ and Chris:   ·    Uptown Syndication | https://www.uptownsyndication.com/ [https://www.uptownsyndication.com/]   ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/ [https://www.linkedin.com/company/71673294/admin/]     For information on Portland Property Management:   ·    Uptown Properties | http://www.uptownpm.com [http://www.uptownpm.com/]   ·    Youtube | @UptownProperties [https://www.youtube.com/channel/UCiUjoeFertF_hlBUw4J2Tbw]       Westside Investors Network   ·    Website | https://www.westsideinvestorsnetwork.com/ [https://www.westsideinvestorsnetwork.com/]   ·    Twitter | https://twitter.com/WIN_pdx [https://twitter.com/WIN_pdx]   ·    Instagram | @westsideinvestorsnetwork [https://www.instagram.com/westsideinvestorsnetwork/]   ·    LinkedIn | https://www.linkedin.com/groups/13949165/ [https://www.linkedin.com/groups/13949165/]   ·    Facebook | @WestsideInvestorsNetwork [https://www.facebook.com/WestsideInvestorsNetwork]   ·    Tiktok| @WestsideInvestorsNetwork [https://www.tiktok.com/@westsideinvestorsnetwork?lang=en]   ·    Youtube | @WestsideInvestorsNetwork [https://www.youtube.com/channel/UC09eO7-kWaZFvCmGuGf0A8A]