Tag Archives: Syndication

Recognizing Business Opportunities In The Real Estate Industry With Steffany Boldrini

Believe that you can make things happen. In this episode, Steffany Boldrini shares how we could recognize business opportunities in the real estate industry. She shares how she started her journey. Twenty years ago, she moved from Brazil to Silicon Valley, where she had a career in technology sales. Steffany has decided to focus on […]

Practical Finance Tips On How To Take Control Of Your Finances With Anna Kelley

If you want to take control of your finances, you can’t trust a job and the stock market. Sam Wilson presents Anna Kelley, the founder of Greater Purpose Capital. Since Anna managed portfolios of high-net-worth individuals and owns over 1,200 multi-family units, she has incredible experience under her belt. Join in the conversation as Anna […]

Multi-Family in Austin with Daisy Serrano

How powerful is your “why”?  In today’s episode, we’re going to dive into them!  Daisy Serrano serves as Managing Partner for Make it Rain Capital, a private equity multi-family investment firm focused on acquiring apartment properties.  Daisy is a General Partner in 42 units and a Limited Partner in 445 units across 2 assets in […]

“A” Players & Creative Structures with Tim Bratz

Take a step back and make a big leap forward.  In today’s episode, we’re going to dive into them! Tim Bratz is the CEO and Founder of Legacy Wealth Holdings, a real estate investment company that acquires and transforms distressed apartment buildings into high-yield assets for their own portfolio.  Tim’s current portfolio exceeds 4500 units […]

Protecting a Sponsor’s Promote with Trevor Crow

How do you protect a sponsor’s promote?  In today’s episode, we’re going to dive into them! Trevor Crow began his career working in several larger Denver law firms before opening his own practice Crow Legal in 2018.  He merged his firm with Doida Law Group in 2021 and formed Doida Crow Legal LLC.  For 10 […]

Psychologist to Multi-Family Syndicator with Rebecca Moore

Can psychologists be real estate syndicators? In today’s episode, we’re going to dive into them!  Rebecca Moore is the Multifamily Syndicator and Asset Manager at Starboard Equity.  She is a full-time multifamily syndicator, asset manager and investor. She has led the acquisition of 4 multi-family properties, and owns over 2000 multifamily units.  She has been […]

Doctor, Investor, Business Expert with Vanessa Peters

Doctors can be real estate investors, too! In today’s episode, we’re going to dive into them!  Vanessa Peters, MD, is the founder of VMD Investing and has been investing in real estate for 12 years in single family homes, commercial retail,  apartment communities, short-term rentals, self-storage, land entitlements and manufactured home parks. She has invested […]

Institutional Funds to Syndications with William Walker

What’s the secret to using institutional funds for syndications? In today’s episode, we’re going to dive into them! William Walker is a full-time apartment investor and Co-Founder of 4M Real Estate Investments.  William resides in Nashville, Tennessee where his primary focus is growing his company’s portfolio and new development pipeline.  William holds a Master's in […]

Discovering Opportunity by Self-Funding Deals with Serge Shukhat

Having second thoughts with your investments and cash flow?  In today’s episode, we’re going to dive into them!  Serge Shukhat is the Founder of Southwest Property Management and is a Principal at Zona Capital, LLC, a real estate investment firm that specializes in acquiring value-add multi-family and mobile home park assets. Serge spent 13 years […]

Long-Term IRA & 401(k) Investing with Scott Maurer

Want to invest by using your retirement fund? In today’s episode, we’re going to dive into them!  Scott Maurer is the Director of Business Development for Advanta IRA.  Scott shows individuals how to use their IRAs and 401(k)’s to invest in multifamily real estate and also help syndicators realize the potential to raise capital from […]