The Invest Clearly Podcast

A Good Deal Can Still Be a Bad Investment with Ross Curtis

In this conversation, Ross Curtis, president of Bridgeview Real Estate, shares his journey in financial services and the unique approach of Bridgeview in real estate investing. He discusses the importance of communication with investors, especially in a changing market landscape, and emphasizes the need for transparency and trust. Ross also outlines the company's compliance strategies and their focus on building long-term relationships with investors while ensuring that no single investor is over-allocated in any deal. The conversation concludes with insights on what needs to change in passive real estate investing and the future outlook for Bridgeview. 00:00 Investor Pressure Limits 00:48 Meet Ross Curtis 01:24 Career Path to Bridgeview 03:36 Why a Broker Dealer 05:40 Market Shift to Trust 09:09 Right Size Allocations 14:53 Suitability and Reg BI 15:39 Post Investment Touchpoints 21:23 Bad News Timing 26:19 Marketing Jargon to Drop 29:25 Where to Learn More In this conversation, Ross Curtis, president of Bridgeview Real Estate, shares his journey in financial services and the unique approach of Bridgeview in real estate investing. He discusses the importance of communication with investors, especially in a changing market landscape, and emphasizes the need for transparency and trust. Ross also outlines the company's compliance strategies and their focus on building long-term relationships with investors while ensuring that no single investor is over-allocated in any deal. The conversation concludes with insights on what needs to change in passive real estate investing and the future outlook for Bridgeview. 00:00 Investor Pressure Limits 00:48 Meet Ross Curtis 01:24 Career Path to Bridgeview 03:36 Why a Broker Dealer 05:40 Market Shift to Trust 09:09 Right Size Allocations 14:53 Suitability and Reg BI 15:39 Post Investment Touchpoints 21:23 Bad News Timing 26:19 Marketing Jargon to Drop 29:25 Where to Learn More Follow Ross: https://www.linkedin.com/in/rossrcurtis/ Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a review Are you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com.  Show Sponsor: ScaleIR Ready to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today. Follow Ross: https://www.linkedin.com/in/rossrcurtis/ Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a review Are you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com.  Show Sponsor: ScaleIR Ready to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

Treating Investor Relations like Guest Services with Josh McCallen

In this episode, Josh McCallen shares the mission-driven approach behind Accountable Equity, blending hospitality principles with real estate investing to create a community of engaged, authentic investors. Discover how transparent communication, relationship focus, and purpose-driven projects set his firm apart in the world of passive income. 00:00 Introduction 01:16 From Family Office to Syndication 03:50 Hospitality Edge in Communication 06:08 Keeping Investors Engaged 09:07 Why Alternative Vehicles Exist 12:56 Leasing Fund Tax Benefits 14:41 Debt Fund and IRA Rollover 16:22 Mission Behind the Business 17:48 Viva May and Reviving Souls 19:06 Stewarding and Dignity 19:53 Three Virtues of Hospitality 21:51 Trust and Hard Pivots 23:15 Financing and COVID Headwinds 24:49 Spa Launch Mistakes 29:38 Investor Distributions Reset 33:34 Investor Relations as a Business 35:47 Passive Investing Myths 37:56 Where to Find Them Follow Josh: https://www.linkedin.com/in/joshmccallen/Find top-reviewed sponsors on ⁠investclearly.com⁠ If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ⁠ScaleIR.com⁠ to learn more and book your strategy call today.

The Best Real Estate Operators Keep It Simple with Ben Schuster

In this conversation, Ben Schuster, a partner at Comfort Capital, shares his unique journey from a challenging childhood to becoming a successful investor in mobile home parks.  He discusses the transition from institutional investing at BlackRock to working with individual investors, emphasizing the importance of building relationships and trust.  Ben highlights the challenges faced during the COVID-19 pandemic and the significance of clear communication with investors. He advocates for simplicity in investment structures and shares insights on the importance of financial literacy and education for investors. 00:00 intro 02:05 Ben’s Origin Story 02:56 BlackRock To Mobile Homes 06:07 Raising From Individuals 10:01 Transferring Investor Trust 13:19 Track Record In This Cycle 16:25 When A Deal Goes Sideways 21:07 Communication And Ownership 25:45 Investor Experience And Events 27:47 What Needs To Die 29:33 Where To Find Ben 29:58 Closing Thanks Follow Ben: https://www.linkedin.com/in/ben-schuster24/ [https://www.linkedin.com/in/ben-schuster24/] Find top-reviewed sponsors on investclearly.com [http://investclearly.com/] If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a review Are you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com.  Show Sponsor: ScaleIR Ready to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com [http://scaleir.com/] to learn more and book your strategy call today.

Investing vs. Speculating with Paul Moore

In this conversation, Paul Moore shares his journey from engineering to real estate investing, detailing his transition from residential to commercial real estate and the founding of Welling's Capital.  He discusses the importance of protecting investors' money, the lessons learned from early investments, and the significance of communication and transparency with limited partners (LPs).  Paul emphasizes the need for due diligence and diversification in investing, while also addressing the challenges faced in the real estate market and the pitfalls of speculation. 00:00 Investor vs. Speculator 00:50 From Engineering & MBA to Real Estate 02:59  Oil Boom Housing to Multifamily Syndication 03:45 Why Multifamily Stopped Working (and the 2018 Pivot) 07:39 The Responsibility Jump in 2017 09:39  Scams, Complexity, and Extreme Due Diligence 11:23 How Track Record, NDA Vault, and 27-Point DD 13:47 NOI Audits & Walking Away at the Closing Table 16:02 60-Year-Old Apartments, Water Leaks, and Returning 82% 20:01 Calls, Zooms, and the Over/Under-Communication Line 23:58 Fraud Risk & Why Diversification Is Non-Negotiable 25:16 Overpaying, Floating-Rate Debt & Speculation 27:42 Where to Find Paul  Follow Paul:  https://www.linkedin.com/in/paul-moore-3255924/ Find top-reviewed sponsors on investclearly.com [http://investclearly.com/] If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a review Are you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com.  Show Sponsor: ScaleIR Ready to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com [http://scaleir.com/] to learn more and book your strategy call today.

What Investor Relations Looks Like at $3 Billion AUM with Isabela Carrasco

In this conversation, Pat Zingarella and Bela discuss the evolution of real estate investing, the importance of education and trust in investor relations, and the strategies employed by Origin to maintain investor confidence. Bela shares insights on the current performance of their portfolio, the significance of diversification, and the role of relationships in building a successful investment business. They also touch on the impact of AI in investment strategies and address common misconceptions about private investments. 0:00 Introduction  01:57 Journey into Real Estate 02:55 Role at Origin Investments 03:25 Educational Initiatives and Investor Relations 04:09 Differentiating Origin Investments 10:01 Investment Strategies and Performance 15:28 Client Relationships and Trust Building 21:50 AI and Technological Integration 26:08 Final Thoughts and Offerings 28:42 Conclusion Connect with Bela: https://www.linkedin.com/in/isabela-carrasco/   Find top-reviewed sponsors on investclearly.com [http://investclearly.com/] If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a review Are you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com.  Show Sponsor: ScaleIR Ready to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com [http://scaleir.com/] to learn more and book your strategy call today.