Real Estate Investing: Unscripted

On the 1-year anniversary of the Horizon Residential Income Fund’s debut, our resident fund experts, Mike Roth, Manager, Capital Markets, and Doug Dvorak, EVP, Capital Markets, talk with Brendan about how the Horizon Fund has matured out of its Fund Formation and Capital Raising Stages, and into its performing Investment Stage. Learn about HRIF’s diversification, tax benefits, and how the project has made, and will continue to make positive impacts on both investors and real estate developers. Follow along with the slide deck that complements this episode: Slide Deck Brought to you by: upright.us Production team: connversa.com Music by: Jeremy Blake Hosted on Acast. See acast.com/privacy for more information.

This week, Brendan brings in Doug Dvorak to help facilitate our conversation with Kevin Kim, Partner at Geraci LLP and host of the Lender Lounge Podcast! We're stoked to be able to talk with Kevin who is a nationally recognized expert in the mortgage fund formation and a leading instructor for the American Association of Private Lenders. We talk about why he's so focused on private money, Kevin explains what a mortgage fund is and how and when to invest in one, and we talk about the present and the future of the RTL space! Check out Kevin's podcast: Lender Lounge with Kevin Kim Brought to you by: upright.us Production team: connversa.com Music by: Jeremy Blake Hosted on Acast. See acast.com/privacy for more information.

Investor/Lender/Coach/Pride of Akron, Ohio, Steve Yoak, joins us to talk about how he took his career from teaching math to scoring 100+ deals a year as a real estate investor! We talk about Steve’s best practices for managing rental properties and scaling, his thoughts on the current coaching landscape, how networks and social media helps him score deals, and more! Brought to you by: upright.us Production team: connversa.com Music by: Jeremy Blake Hosted on Acast. See acast.com/privacy for more information.

Experienced Investment Executive and Portfolio Manager at The Palisades Group, Haseeb Rahman, joins us to gives us a peek behind the curtain of how he sources funds! We talk about where people are going to raise money, what to look for in lenders, how to analyze the borrower risk, and more! Brought to you by: upright.us Production team: connversa.com Music by: Jeremy Blake Hosted on Acast. See acast.com/privacy for more information.

The boys are back! For the first episode of 2024, we're bringing back Upright's CEO Matt Rodak and VP, Capital Markets Doug Dvorak to give us their perspective on the trends that will inevitably shape the next few months, possibly the next few years of the Real Estate Investment market. We talk buying trends, forces driving the market, the RTL space, and why Upright feels optimistic about the market moving forward. Brought to you by: upright.us Production team: connversa.com Music by: Jeremy Blake Hosted on Acast. See acast.com/privacy for more information.

We're a little late with this episode but we promise it's worth the wait! Craig Curelop, author of the Bigger Pockets book The House Hacking Strategy, joins the show! We talk through our opinions on house hacking, how not every realtor is "investor friendly", and the magic of accelerated debt paydown strategies. Brought to you by: upright.us Production team: connversa.com Music by: Jeremy Blake Hosted on Acast. See acast.com/privacy for more information.

HOWDY! David is out this week so we roped in Doug Dvorak to join Brendan in a recap of the Zonda Q4 Housing Market Outlook webinar with input from two of Upright's boots on the ground - Donovan and Bridget! We talk about specific cities like Houston, Austin, and DFW, we cover major points made in the webinar, and test our Texas knowledge! Brought to you by: upright.us Production team: connversa.com Music by: Jeremy Blake Hosted on Acast. See acast.com/privacy for more information.

Last episode we talked about taxes from the perspective of real estate investors, so this week we brought in Amanda Holbrook from Specialized Trust Company to talk about Self-Directed IRAs and how real estate investors can use them to their advantage. Amanda talks about how she started in the self-directed and real estate spaces, who can self-direct an account, and why it's so important to start looking at your Roth or 401k RIGHT NOW! Brought to you by: upright.us Production team: connversa.com Music by: Jeremy Blake Hosted on Acast. See acast.com/privacy for more information.

It's spooky season! So Duggan is going around the Upright office to hear some of our scariest real estate investing horror stories. We're talking backyard graves, homes of serial killers, house exorcisms, and more! Brought to you by: upright.us Production team: connversa.com Music by: Jeremy Blake Hosted on Acast. See acast.com/privacy for more information.

It's tax time, so we brought in Ana Klein, CPA to help us play the IRS GAME! Ana tells us how she got into real estate investment taxes, her journey as an entrepreneur, and walks us through the difference between tax avoidance, and tax evasion! Check out Ana's website: anakcpa.com Brought to you by: upright.us Production team: connversa.com Music by: Jeremy Blake Hosted on Acast. See acast.com/privacy for more information.

When we saw construction being done converting an office building across the street from our studio into residency (including a crane lifting an indoor pool!) of course we had to bring the investor onto the show! Kenny Wolfe of Wolfe Investments talks to us about how he got into real estate, his personal rules about investing, and the story of how he built a multi-family portfolio without ever investing in single-family! Check out Kenny's books: https://wolfe-investments.com/books/ Brought to you by: upright.us Production team: connversa.com Music by: Jeremy Blake Hosted on Acast. See acast.com/privacy for more information.

Prolific (or Jolific) real estate investor, podcaster, and all around badass Jen Josey brings the energy this week! She tells us her real estate origin story, why she thinks short-term rentals are still the G.O.A.T., and we do a deep-dive into a project that didn't quite go as planned! Check out Jen's podcast: The Real Estate Investor Growth Network Podcast Brought to you by: upright.us Production team: connversa.com Music by: Jeremy Blake Hosted on Acast. See acast.com/privacy for more information.

Jon Andrews, VP of Business Development at the newly rebranded Upright, previously Fund That Flip, joins us in our first in-person interview here in Cleveland! Last week we explored the history of Fund That Flip's brand, and this week Jon tells us the business journey of Fund That Flip as a team of 4 people to Upright now with a team of over 200! Brought to you by: upright.us Production team: connversa.com Music by: Jeremy Blake Hosted on Acast. See acast.com/privacy for more information.

We bring back Fund That Flip's CEO and Founder Matt Rodak to give us some branding updates! He talks about the history of the brand, why the Fund That Flip name doesn't really fit anymore, and Matt reveals the new name! Brought to you by: fundthatflip.com Production team: connversa.com Music by: Jeremy Blake Hosted on Acast. See acast.com/privacy for more information.

Our experts on the DMV (D.C., Maryland, Virginia) market, Antonio Campanelli and Ryan Studner, join the show this week to break down the newest numbers from Zonda and their most recent webinar. We talk through why the data looks the way it does, Antonio and Ryan's personal thoughts on the future of the market, and BALTIMORE! Brought to you by: fundthatflip.com Production team: connversa.com Music by: Jeremy Blake Hosted on Acast. See acast.com/privacy for more information.

This week, friends of the show Paul Smetona and David Barnett, the duo that even Brendan and David have leaned on for advice, stop by to share their knowledge! They talk about the importance of community and how that helped them link up, why they work so well together, scaling their business, and more! Brought to you by: fundthatflip.com Production team: connversa.com Music by: Jeremy Blake Hosted on Acast. See acast.com/privacy for more information.

This week we get a chance to talk to the Co-Founder of the Real Estate InvestHER community, Liz Faircloth! Liz is a long-time investor that identified a need to create a community to help more women achieve financial freedom and generational wealth through REI. She gives us a rundown on the Real Estate InvestHER story, the importance of having a community as an investor, and, of course, some lessons learned from her investment career! Brought to you by: fundthatflip.com Production team: connversa.com Music by: Jeremy Blake Hosted on Acast. See acast.com/privacy for more information.

This week we chat with one of our favs, Val Moses! Val started at Fund That Flip as an underwriter and over just a few years moved up to VP of Asset Management, and of course is also a successful real estate investor in Cleveland, Ohio. She tells us some of her investment stories, tips on how to manage a relationship with a significant other that's also in the real estate business, the concepts that guide her work and success, gives us an inside look into the mind of an asset manager, and more! Brought to you by: fundthatflip.com Production team: connversa.com Music by: Jeremy Blake Hosted on Acast. See acast.com/privacy for more information.

Dave and Haley at FlipperForce give us a behind-the-scenes look at our favorite REI software. They tell us the genesis of the tool, the unique perspective of having a construction background when developing a digital tool, how it's updated, what features are around the corner, and more! Brought to you by: fundthatflip.com Production team: connversa.com Music by: Jeremy Blake Hosted on Acast. See acast.com/privacy for more information.

Kelly from Prosper Investments, famous in our neck of the woods here in Cleveland (and nationally and internationally known), joins the show to share her success story complete with action items to make your business better! Kelly tells us how she got started in real estate, how she expanded her business into new verticals, how she got featured in the Wall Street Journal, and a lot more! WSJ Article Brought to you by: fundthatflip.com Production team: connversa.com Music by: Jeremy Blake Hosted on Acast. See acast.com/privacy for more information.