Westside Investors Network (WIN)

177. The 4Ds of Self-Storage: Why Demand Keeps Growing with Bill Kanatas  & Ben Salzberg

Check the episode transcript here [https://www.uptownsyndication.com/post/win177-the-4ds-of-self-storage-why-demand-keeps-growing-with-bill-kanatas-ben-salzberg] ABOUT BEN SALZBERG  Ben is a real estate developer, operational strategist, and business leader with over 25 years of experience building and optimizing high-performing real estate platforms. As Co-Founder and Chief Operating Officer of Self Storage Developers, Ben leads strategy, operations, and market expansion across Class “A” Self Storage, RV & Boat Storage, and Multi-Family developments nationwide. With a background in mechanical engineering, an MBA in quality management, and a Master of Arts in Teaching (MAT), Ben brings a rare blend of technical precision, process optimization, and leadership development to real estate. His engineering expertise drives smart, efficient design.     ABOUT BILL KANATAS  Bill is a visionary entrepreneur and real estate developer with a strong track record in self-storage, multi-family, and mixed-use developments. As the Co-Founder and CEO of Self Storage Developers, he leads the company’s strategic growth, site acquisition, and investment initiatives, focusing on developing Class “A” self-storage facilities across the United States. With a deep understanding of market trends and a commitment to quality, Bill has played a key role in forging partnerships with top national operators such as Public Storage, Extra Space Storage, and Life Storage.      THIS TOPIC IN A NUTSHELL:  ·         Guest Introduction – background and journey in real estate ·         How they transitioned into self-storage from corporate and construction careers ·         Why self-storage is a recession-resistant, tax-advantaged investment ·         The "4 D's" driving demand ·         National growth strategy using data, demographics & local relationships ·         Navigating zoning, development costs, and municipal red tape ·         Leveraging REIT-level management and exploring solar-powered RV storage ·         Finding off-market land deals and building for future market demand         KEY QUOTE:    “Self-storage is a product that everyone needs at some point in their life.” – Bill Kanatas   “You can build wealth and help people at the same time.  That’s what this business is all about.” – Ben Salzberg           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/].       #SelfStorageInvesting #RealEstateDevelopers #StorageUnits #AlternativeInvestments #CREDevelopment #RealEstateDeals #BuildToRent #LandAcquisition #PassiveInvesting #CommercialDevelopment #InvestInStorage #REITStrategy #PropertyDevelopment #StorageDevelopment #InvestSmarter #PrivateEquityRealEstate #OffMarketDeals #InvestorMindset #CREOpportunities #RealEstateReturns #IncomeProducingAssets #ScalableInvesting #LongTermInvesting #StorageFacilities #DataDrivenInvesting #NationalRealEstate #RealEstateStrategy #TaxAdvantagedInvesting #StorageSyndication #WealthThroughRealEstate     CONNECT WITH BILL & BEN: Website:          https://self-storagedevelopers.com [https://self-storagedevelopers.com] Bill’s LinkedIn: https://www.linkedin.com/in/bill-kanatas-micp-999255141/ [https://www.linkedin.com/in/bill-kanatas-micp-999255141/]  Ben’s LinkedIn: https://www.linkedin.com/in/bensalzberg/ [https://www.linkedin.com/in/bensalzberg/]         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]

176. Generational Wealth Through Rentals with Joel Miller

Check the episode transcript here [https://www.uptownsyndication.com/post/176-generational-wealth-through-rentals-with-joel-miller] ABOUT JOEL MILLER After obtaining a BA in accounting, Joel Miller began investing in rental property in 1978 while simultaneously pioneering a 35-year career as a professional mobile disc jockey. He soon became a respected contributor to magazines for both trades. He has flipped over 100 houses since 1991, and as a leader of a professional organization for landlords, he teaches their Landlord 101 course and a class on house flipping. Additionally, he is now a hard money lender to other investors as well as a trusted mentor, best-selling author, and a frequent podcast guest as well as a noted benefactor and volunteer in his community.      THIS TOPIC IN A NUTSHELL:  ·         Guest Introduction – background and journey in real estate ·         Why he wrote Build Real Estate Wealth ·         Joel’s investing journey ·         How to balance real estate investing with a full-time career ·         Skills learned from rentals that transferred to flipping and renovations ·         Importance of proper tenant selection  ·         From flipping to lending ·         Leveraging OPM (Other People’s money) ·         Teaching generational wealth ·         Advice for new investors ·         Why rentals offer more stability than flips ·         The value of having backup exit strategies  ·         Where to find Joel’s book, website, and social platforms     KEY QUOTE:                               “Tenant selection is the most important skill in rental real estate."     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/].       #RentalPropertyInvesting #TenantScreening #RealEstateWealth #LongTermRentals #PassiveIncomeTips #RealEstateEducation #HardMoneyLender #BuyAndHoldInvestor #RealEstateAuthor #RentalSuccess #CashFlowStrategy #LandlordTips #REInvesting101 #BuildYourPortfolio #TenantSelectionMatters #MindsetOfAnInvestor #FinancialFreedomPath #RealEstateGoals #RentalRevenue #PropertyManagementTips #SideHustleSuccess #SmartLandlording #LeverageRealEstate #InvestWithPurpose #OPMStrategy #WealthBuildingJourney #RentalGameStrong #LegacyInvestor #DisciplinedInvestor #BookForInvestors   CONNECT WITH JOEL: Phone:             (814) 868-1116  Website:          http://www.JoelMillerBooks.com [http://www.JoelMillerBooks.com]  LinkedIn:          https://www.linkedin.com/in/joel-miller-42981811/ [https://www.linkedin.com/in/joel-miller-42981811/]  Facebook:        https://www.facebook.com/joel.miller.503092 [https://www.facebook.com/joel.miller.503092]          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]

175. Holistic Wealth Strategy: How to Build Real Wealth Beyond Traditional Investing with Dave Wolcott

Check the episode transcript here [https://www.uptownsyndication.com/post/win175-holistic-wealth-strategy-how-to-build-real-wealth-beyond-traditional-investing-with-dave-wo] ABOUT DAVE WOLCOTT Dave Wolcott is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency and upside potential as a reliable alternative to the volatility of the stock market. He is the author of "The Holistic Wealth Strategy", a framework for building real wealth and living and extraordinary life, and also the host of the Wealth Strategy Secrets of the Ultra-Wealthy podcast.    THIS TOPIC IN A NUTSHELL:  * Guest Introduction * Dave’s Origin Story * Starting the Investment Journey * Traditional vs. Alternative Investing * How the Ultra-Wealthy Allocate Wealth * Pantheon Investments Overview * Six Types of Capital * Creating a Personal & Family Vision * 5 Phases - Holistic Wealth Strategy Framework * Asset Repositioning Examples * Building Passive Income * Advice for Beginners * Closing Insights * Connect with Dave     KEY QUOTE:  “True wealth is more than money — it’s health, time, relationships, and fulfillment.”       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 #AlternativeInvestments #PassiveIncome #WealthStrategy #HolisticWealth #RealEstateInvestor #AccreditedInvestor #InvestmentStrategy #PrivateEquityInvesting #RealEstatePortfolio #CashFlowInvesting #TaxEfficientInvesting #BuildWealth #LongTermWealth #FinancialFreedom #WealthMindset #InvestorMindset #CapitalAllocation #MultifamilyInvesting #PrivateMarkets #AssetRepositioning #VirtualFamilyOffice #PortfolioDiversification #NonCorrelatedAssets #TaxAdvantagedInvesting #RealEstateSyndication #CashFlowRealEstate #GenerationalWealth #SmartInvesting #EntrepreneurMindset   CONNECT WITH DAVE: Website: https://pantheoninvest.com [https://pantheoninvest.com] LinkedIn: https://www.linkedin.com/in/dave-wolcott-863306 Download the Free book: https://holisticwealthstrategy.com [https://holisticwealthstrategy.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]

174. Reverse 1031 Exchanges Made Simple with Scott Saunders

Check the episode transcript here [https://www.uptownsyndication.com/post/174-reverse-1031-exchanges-made-simple-with-scott-saunders] ABOUT SCOTT SAUNDERS  Scott Saunders is a Senior Vice President with Asset Preservation, Inc. (API), A subsidiary of Steward Information Services Corporation. Scott has an extensive background in IRC §1031 exchanges, having been involved in hundreds of thousands of 1031 exchanges during his 37 years in the exchange industry. Mr. Saunders presents classes on advanced §1031 exchange strategies to accountants, attorneys, financial advisors, real estate brokers and principals. Mr. Saunders received his bachelor degree in Business Economics from the University of California at Santa Barbara.    THIS TOPIC IN A NUTSHELL:   * Understanding the Basics of 1031 Exchanges  * What qualifies as a "like-kind" property?  * Why 1031 exchanges are a key tool in deferring capital gains tax  * The role and importance of a Qualified Intermediary  * The 45-day identification window explained  * The 180-day completion requirement  * How to identify replacement properties  * Trading up from residential to commercial or multifamily  * Simplifying your portfolio through consolidation  * Geographic diversification to manage risk  * Reverse and build-to-suit exchanges  * The most common mistakes investors make during a 1031  * Why early planning is crucial for a successful transaction  * Growing interest in DSTs (Delaware Statutory Trusts)  * How inflation and rising interest rates are changing investor strategy  * Regional investment shifts and institutional-style diversification  * Final Takeaways  * Connect with Scott      KEY QUOTE:   “Deferred taxes are dollars you can reinvest — and that’s how portfolios grow faster."    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/].       #1031Exchange #Reverse1031 #RealEstateInvesting #RealEstateInvestor #TaxStrategy #RealEstateTaxBenefits #RealEstatePortfolio #InvestmentProperty #ReverseExchange #CashFlowRealEstate #PassiveIncome #WealthBuilding #BuildWealth #ScaleYourPortfolio #RealEstateEducation #RentalPropertyInvesting #LongTermInvesting #WealthStrategy #GenerationalWealth #AssetProtection #TaxDeferral #PropertyInvesting #RealEstateTips #InvestorMindset #FinancialFreedom #RealEstateTaxes #CostSegregation #BonusDepreciation #SmartInvesting #RealEstateGrowth      CONNECT WITH SCOTT:  LinkedIn: https://www.linkedin.com/in/scott-r-saunders-6278273          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]

173. Drop & Swap Explained: How Syndicators Handle 1031 Exchange with Dugan Kelley

Check the episode transcript here [https://www.uptownsyndication.com/post/win173-drop-swap-explained-how-syndicators-handle-1031-exchange-with-dugan-kelley] ABOUT DUGAN KELLEY Dugan P. Kelley co-founded Kelley Clarke, PC, to provide big-firm expertise locally. The firm operates nationally and specializes in securities and real estate. Mr. Kelley, who chairs the firm’s related practice groups, has facilitated real estate transactions over $2 billion. His experience spans 20 years in trial and litigation. Additionally, he served as an adjunct law professor and has been recognized as a “Super Lawyer Rising Star.” Mr. Kelley is also a best-selling author and active in non-profit work, including efforts against human trafficking. He lives with his wife, Michelle, and their three sons, participating actively in their church and community.    THIS TOPIC IN A NUTSHELL:  Dugan’s Journey to Real Estate Understanding 1031 Exchanges Drop & Swap Explained Tenant in Common (TIC) structures  Qualified Intermediaries & Safe Harbor Integrating TICs into Syndications Seasoning Requirements & Best Practices Handling Investor Exits & Boot  Fees and Sponsor Compensation Entity Structures & Disregarded Entities Transfers, Conveyance & Operating Accounts Final Takeaways from Dugan      KEY QUOTE:  “Remember: a 1031 exchange is a tax deferral, not a tax waiver.”     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/].       #1031Exchange #RealEstateSyndication #RealEstateInvesting #CREInvestor #TaxDeferral #CommercialRealEstate #InvestmentStrategy #WealthBuilding #PassiveIncome #FinancialFreedom #TaxStrategy #RealEstatePortfolio #MultifamilyInvesting #AssetProtection #WealthStrategy #SmartInvesting #LongTermWealth #BuildWealth #CashFlowRealEstate #RealEstateEducation #RecessionProof #EconomicResilience #InvestorEducation #GenerationalWealth #RealEstateTaxBenefits #RealEstateInvestorTips #CapitalGainsTax #InvestorMindset #SyndicationStrategy #EntrepreneurMindset   CONNECT WITH DUGAN: Website: https://kelleyclarkelaw.com [https://kelleyclarkelaw.com] LinkedIn: https://www.linkedin.com/company/kelleyclarkelaw/ [https://www.linkedin.com/company/kelleyclarkelaw/]  IG: https://www.instagram.com/kelleyclarkelaw [https://www.instagram.com/kelleyclarkelaw]  FB: https://www.facebook.com/kelleyclarkelaw [https://www.facebook.com/kelleyclarkelaw]  YT: https://www.youtube.com/@KelleyClarkeLaw [https://www.youtube.com/@KelleyClarkeLaw]      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]