Unlocking Real Estate Wealth w/ Paul Moore: Investing in Funds, Raising Capital & Dealing With Taxes
Apartment Investor's Club Podcast
Release Date: 01/04/2023
The Evolving World of Real Estate Crowdfunding w/ Jilliene Helman
Apartment Investor's Club Podcast
In this episode of the Apartment Investors Podcast, host Jonathan Twombley interviews Jilliene Helman, the CEO and founder of a pioneering online platform for real estate investing. The conversation covers the origins and evolution of Realty Mogul as one of the first equity crowdfunding platforms in real estate, fueled by the 2012 JOBS Act which revolutionized online investing. Helman discusses the challenges and strategies of starting and scaling the platform, the impacts of COVID-19 on real estate investment trends, and the future of investing in a dynamically changing market. With...
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From Popcorn Sales to a $170M Multifamily Portfolio: Anthony Walker's Take on Real Estate in Emerging Markets
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📌This week’s podcast episode features Anthony Walker, co-owner and Chief Investment Officer of Initially selling popcorn door-to-door as a kid, Anthony evolved into a successful multifamily investor overseeing a portfolio worth approximately $170 million. He shares his journey and valuable insights into investing in multifamily properties. He highlights the importance of person-to-person interactions, the power of branding, and the idols who influenced his business philosophy. Anthony goes on to discuss how they utilise social media and email marketing to reach interested investors, as...
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Going from Potato Farming to Managing a $100 Million Real Estate Portfolio with Levi Allen
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đź“ŚIn this episode of the Apartment Investors Podcast, host Jonathan Twombley speaks with Levi Allen, a former potato farmer who transitioned into managing a real estate portfolio worth over a hundred million dollars in assets under management (AUM). Levi shares his journey from investing in smaller deals on his own to syndicating larger multi-million dollar deals. He discusses the importance of developing relationships with brokers, underwriting prudently, and having confidence in your abilities. Levi also emphasises that beginning investors should start investing in properties with their...
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Thesis Driven: Converting and Reimagining Office Real Estate with Brad Hargraves of General Assembly
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From Debt-Laden Dentist to Passive Real Estate Income w/ Dr. Jeff Anzalone
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đź“Ś In this episode of the Apartment Investors Podcast, guest Dr. Jeff Anzalone shares his journey from being shackled with student loan debt just out of residency, to becoming ardent about investment in real estate and eventually becoming a successful deal sponsor. He tells of the transformative effect of books such as Robert Kiyosaki's 'Rich Dad, Poor Dad' had on his mindset, leading him to focus on creating multiple income streams. Dr. Anzalone also discusses the organic growth of his digital platform, and its instrumental role in scaling his apartment building investments, and...
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From Tony-Award Winner to Successful Real Estate Investor: Passive Income Strategies with Matt Picheny
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📌Check out Matt’s book In this episode of the Apartment Investors Podcast, Jonathan Twombley sits down with a former Tony Award winner turned real estate investor and mentor. Discussing his journey from a theatrical career to real estate investing and passive income, Matt shares how he transitioned into the industry, starting small and gradually moving onto syndications. Matt highlights the importance of laying a foundation, being transparent with investors, and leveraging partnerships for success. He also notes his involvement in award-winning Broadway productions such as Moulin Rouge...
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Investing in Canadian Apartment Buildings: A Cross-Border Discussion with Matthew Ablakan
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📌Check out the Millennial’s Choice show on In this episode of the Apartment Investors Podcast, host Jonathan Twombley chats with Matthew Ablakan, a Canadian real estate professional and entrepreneur with substantial experience in apartment investing. Matthew offers insights into Ontario's unique pre-construction real estate market, which offers immense possibilities for longer-term investors and is protected by substantial governmental regulations. The guest also talks about his new venture into condo development and how his diversified company not only assists clients with real estate...
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Diversification & Recession Resistant Investment Opportunities: A Conversation w/ Mark Khuri of SMK Capital Management
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đź“ŚIn this episode of the Apartment Investors Podcast, host Jonathan Twombly interviews Mark Khuri, a multifamily investor fund manager with years of experience in the real estate business. Mark discusses his business model, highlighting his focus on providing passive investors with opportunities built on relationships and diversification across different asset classes. Mark also delves into his company's strategy of not operating their own assets but partnering with other operators. He further discusses a tax exemption strategy involving a public-private partnership with municipalities,...
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Understanding the Role of Broker Dealer Representatives in Real Estate Syndications w/ Taylor Loht
Apartment Investor's Club Podcast
đź“Ś In this episode, Jonathan Twombley of Apartment Investors Podcast interviews a licensed broker dealer representative, about the vital role they play in real estate syndications. Taylor explains how broker dealers connect operators and investors, helping raise equity for property transactions while ensuring compliance with security regulations. Taylor highlights the diligence in practice, the requirements for becoming a licensed broker dealer rep, and the potential challenges in the current real estate investment market. He also shares insights about his personal journey into real...
info_outlineđź“Ś Multifamily Wealth Project Conference, Apr 26 - 28, 2023, Apr 26 - 28, 2023
The Multifamily Wealth Project connects you with influential leaders, deal makers, investors, brokers and peers in the multifamily industry.
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Discover the insider secrets to setting up a successful investment fund and start making a profit today!
Today's guest is Paul Moore. After a stint at Ford Motor Company, Paul co-founded a staffing firm where he was 2x Finalist for Michigan Entrepreneur of the Year. After selling to a publicly traded firm, Paul began investing in real estate. He launched multiple investment and development companies, appeared on HGTV, and completed over 100 commercial and residential investments and exits.
In this episode, you will learn the following:
What advice does Warren Buffett have for real estate investors?
How did Paul Moore set up his first fund and raise money for it?
How do fund investors avoid taxable events when the fund has sale events?
"Investing should be boring. It should be like watching paint dry or watching grass grow. If you really want excitement, take $800 and go to Las Vegas!”
Some key points:
(01:17) Who is Paul Moore? In his own words
Speculation vs true investing: Paul learned how good investing should be BORING above all else. Avoid a gambler's mindset.
(07:11) Paul breaks down each of the funds he operates
From self-storage, mobile home parks to outdoor shopping centres and multifamily deals, RV parks
(08:32) How Paul allocates capital - some tactics
(13:02) How to go about raising capital for a fund as a BEGINNER
(17:08) Explaining the tax situation with fund activities
(20:11) How does the fun profit from their work
(20:59) How to find investors: Paul shares an inspiring story. You can catch a fish with a spear, or you can be a BEAR standing in the waterfall
(25:47) How to drive further traffic to your offering
(27:24) Some pitfalls to avoid when raising money. Don't chase shiny objects
(30:27) Paul's 3 to 5 year plan: combating human trafficking
(33:43) Paul's advice for operating in the current market conditions
(36:12) How to reach out to Paul and his company
Reach out to Paul Moore
Website https://www.wellingscapital.com/about
LinkedIN: https://www.linkedin.com/in/paul-moore-3255924
Twitter https://twitter.com/paulmooreinvest?lang=en
Reach out to Jonathan Twombly
LinkedIn: https://www.linkedin.com/in/jonathandtwombly
Loved this episode? Leave us a review and rating on Apple podcasts by clicking here.
Make sure to also check our previous episodes:
Going From Working In Hospitality To Multifamily Investing & Hotel Conversions With Charlie Rushton