214: How To Make Your Money Work Harder Through Syndication with Sam Morris
Zen and the Art of Real Estate Investing
Release Date: 02/06/2025
234: Unbiased and Apolitical Economic Forecasting For Now and the Future with Lauren Saidel-Baker
Zen and the Art of Real Estate Investing
Politics is often blamed for economic shifts, but there are usually more factors at play. Today’s guest is an economic expert who explains how it can impact investors and buyers alike. On this episode of Zen and the Art of Real Estate Investing, Jonathan interviews Lauren Saidel-Baker, an economist with ITR Economics, the oldest privately-held, continuously operating economic research and consulting firm in the U.S. ITR Economics was founded in 1948. Jonathan and Lauren start the discussion by explaining how ITR Economics predicts economic shifts and how Lauren became an economist with ITR...
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233: My Long History With Accessory Dwelling Units
Zen and the Art of Real Estate Investing
Accessory dwelling units (ADUs) and their cousin, detached accessory dwelling units (DADUs), can offer tremendous benefits and add value to a property. On this solo episode of Zen and the Art of Real Estate Investing, Jonathan shares his long history with ADUs and DADUs, beginning with his childhood. He outlines the main differences between ADUs and DADUs and the regulations that can impact them in your particular location. You’ll hear how these units can offer independent living spaces to teenagers and young adults while keeping them close, the benefits of using them as short- or mid-term...
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232: How To Invest Together and Think Differently About Real Estate with Paul Shannon
Zen and the Art of Real Estate Investing
Making mistakes and learning from them is all part of the real estate investing game. Today’s guest shares the lessons he’s learned along the way, especially when it comes to syndications. On this episode of Zen and the Art of Real Estate Investing, Jonathan interviews Paul Shannon, a fund manager at InvestWise Collective. Paul has acquired more than 200 residential units by recycling equity and JV. He is a limited partner who has invested in more than 40 deals as a passive investor. Paul is also the co-host of PassivePockets, a BiggerPockets podcast on passive investing. As Jonathan and...
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231: Creating Impact Equity Through Real Estate Syndications with Randy Smith
Zen and the Art of Real Estate Investing
For many investors, it takes a while to become comfortable with syndications. For today’s guest, he tried other real estate investing methods before becoming a syndication expert. Today’s episode of Zen and the Art of Real Estate Investing features Randy Smith, founder of Impact Equity. He brings over 25 years of experience in corporate sales and leadership to real estate investing and launched Impact Equity in June 2022. Randy’s company helps investors spend money with world-class operators across several projects. He also launched RAI$E Capital Coaching and Consulting to help new...
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230: Why Notes Are Hands-Off Real Estate Investments with Nathan Turner
Zen and the Art of Real Estate Investing
Notes aren’t the most conventional method of real estate investing, but this niche can offer benefits other asset classes don’t. On this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Nathan Turner, owner and president of Earnest Inc., which is also Earnest Investing. Nathan began investing in the U.S. real estate market in 2008 by creating notes, which later evolved into buying performing and nonperforming notes. Jonathan and Nathan start with Nathan’s decision to pursue notes versus properties and how he entered the business. Nathan shares his previous...
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229: The Secrets of Add-A-Level House Flipping with Gabe DaSilva
Zen and the Art of Real Estate Investing
Adding levels to existing homes can be lucrative for flipping homes, especially when your market is saturated with older homes. On this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes returning guest Gabe DaSilva back to the show. Gabe is the founder and president of the DaSilva Group. He is also the founder of the Add-A-Level Bus Tour, Fix & Flip Foundation, Real Estate Riches Mastermind, and Learn & Earn with the DaSilva Group. Jonathan and Gabe begin their conversation with how Gabe continues to be successful with home flips despite limited inventory and high...
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228: How To Take Short-Term Rentals From Construction To Cribs with Mark Lumpkin
Zen and the Art of Real Estate Investing
Short-term rentals are still a popular asset class, but you have to optimize them for your guest avatar to get them right. On this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Mark Lumpkin, Sales Director at STR Cribs. STR Cribs helps STR owners understand what makes a high-performing short-term rental. They are renovation and design experts for top-performing short-term rentals nationwide. Jonathan and Mark start their conversation by exploring the features a short-term rental needs to stand out, how you can optimize a property’s features, and the importance...
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227: How To Perfect Your Real Estate Side Hustle with Devon Kennard
Zen and the Art of Real Estate Investing
Creating a real estate side hustle can be a great way to hone your skills while continuing to build your primary source of real estate income. Today’s guest has a new book that teaches you exactly how to do it. On this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes returning guest Devon Kennard. Devon is a former NFL pro football player and author of the new book “Real Estate Side Hustle.” He is also an investor and a lender. Jonathan and Devon dive into their conversation by discussing Devon’s new book, “Real Estate Side Hustle,” and what you can learn from...
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226: How To Rebuild Your Financial Future One Property At a Time with Melissa Nash
Zen and the Art of Real Estate Investing
Securing a solid financial future is often the biggest reason people enter the world of real estate investing, which doesn’t require attaining as many properties as you may believe. On this episode of Zen and the Art of Real Estate Investing, Jonathan interviews Melissa Nash, founder of Lady Luck Investments, which emerged out of necessity. Melissa built a portfolio that secured her family’s financial future in less than six years. Now, she’s teaching other women how they can do the same. Melissa wants to change the story of women in real estate and create a legacy of wealth and...
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225: Maximizing Rental Returns Through Stress-Free Property Management with Mo Hashem
Zen and the Art of Real Estate Investing
Property management isn’t often at the top of a new investor’s list when they’re thinking about buying a piece of real estate. However, property management can be the ticket to a stress-free investing experience. On this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Mo Hashem, the visionary behind Flat Fee Landlord, one of the country's fastest-growing residential property management companies. He helps working professionals go from owning one primary residence into profitable real estate investments. Mo has worked across the real estate industry in investing,...
info_outlineSyndications are popular for experienced investors, but they’re also gaining steam for new investors who want to make their money work harder.
On this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Sam Morris, CEO of Sunset Capital, a Houston-based vertically integrated real estate investment and asset management firm. Sam has over 18 years of experience as a corporate banker and more than 20 years in real estate acquisition and disposition.
Jonathan and Sam begin their conversation by discussing real estate cycles and why it’s important to hang on despite the ups and downs of the market. Sam outlines his experiences during the 2008-09 financial crisis and how he entered real estate investing through his career as an underwriter in corporate banking. You’ll hear why syndications appealed to Sam, the importance of risk mitigation, and the dangers of underinsured assets. He explains the tipping point coming with insurance costs, the importance of transparency with investors, and the two assets Sam sticks to. He shares why self-storage is catching up to multifamily in popularity, why you need to know who potential buyers of an asset are before the buy, and how vertical integration can benefit syndications.
Buying into a syndication means someone else is putting in the hard work while the asset creates passive income for the investors. To learn more about making your money work harder through syndications, don’t miss this episode with experienced investor Sam Morris.
In this episode, you will hear:
- Understanding the cycles of real estate and hanging on through the ups and downs
- Sam Morris’s experiences during the 2008-09 financial crisis
- How Sam entered the real estate world through a career as an underwriter
- Why syndications appealed to Sam and the risk mitigation associated with those deals
- The dangers of underinsured assets, the tipping point that’s coming with insurance costs, and being transparent with investors
- Sam’s two assets–multifamily and storage–and the avatar of his investors
- What ECRI is and why self-storage is quickly catching up to multifamily
- Recognizing who the potential buyers of an asset are before the buy and having an exit strategy in place
- The importance of vertical integration and the difficulties of property management
- Where Sam finds deals and provides advice for new investors who want more passive investments
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Supporting Resources:
Sunset Capital - www.sunset-capital.com
Sunset Capital on YouTube - www.youtube.com/@sunsetcapital
Sunset Capital’s Facebook page - www.facebook.com/sunsetcapitalre
Find Sunset Capital on Instagram - www.instagram.com/sunset_capital
Connect with Sunset Capital on LinkedIn - www.linkedin.com/company/sunset-capital-tx
Website - www.streamlined.properties
YouTube - www.youtube.com/c/JonathanGreeneRE/videos
Instagram - www.instagram.com/trustgreene
Instagram - www.instagram.com/streamlinedproperties
TikTok - www.tiktok.com/@trustgreene
Zillow - www.zillow.com/profile/StreamlinedReal
Bigger Pockets - www.biggerpockets.com/users/TrustGreene
Facebook - www.facebook.com/streamlinedproperties
Email - [email protected]
Episode Credits
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