Global Investors: Investing in U.S. Real Estate

GI310: Repositioning Underperforming Properties with Ed Mathews

Ed Mathews is a seasoned real estate investor and the founder of Clark Street Capital. A real estate investment company with a focus on multifamily properties. Ed has over 25 years of Silicon Valley experience, culminating in his transition to full-time real estate investing in 2018. Today, his firm aims to empower professionals toward financial freedom through passive investments.
Learn More About Ed Here:
Clark Street Capital - https://www.clarkst.com/

SS232: The Importance of Lender Relationships

Getting denied for real estate loans again and again? It may not be your income, credit, or even the deal itself—it might be your lender strategy.
In this Strategy Saturday episode, Charles Carillo reveals why using the same lender across multiple real estate deals can unlock better terms, faster approvals, and support when the market turns against you.
You'll learn:– Why lender trust beats rate shopping– How strong banking relationships improve approval odds– What successful investors do differently with financing– Real examples of how loyal borrowers benefit long-term
Whether you're investing in commercial real estate or scaling your multifamily portfolio, this episode shows why lender relationships are your most underutilized asset.
🔗 Episode Mentioned: 👉 SS115: Prepayment Penalties on Commercial Loans - https://youtu.be/vjaVC1k_l8kSubscribe for weekly tips to build wealth through real estate.

GI309: Building Brokerages While Investing In Real Estate with Joseph McCabe

In this episode of the Global Investors Podcast, Charles Carillo interviews Joseph McCabe, a U.S. Army veteran, serial entrepreneur, and the founder of The Surefire Group.
Joseph shares how he built a vertically integrated real estate business by helping brokerages and builders set up compliant joint ventures for mortgage, title, and insurance services. His strategy—modeled after top national brokerages like Keller Williams—allows local real estate businesses to retain more income per transaction, increase agent loyalty, and survive tighter profit margins in a post-NAR settlement world.
Listeners will learn:
How real estate brokerages can generate 3–5x income through ancillary service JVs
Why RESPA safe harbor compliance is critical for scaling partnerships
How to create “golden handcuffs” that retain top-producing agents
The difference between a gimmicky JV and a fully licensed, auditable entity
What metrics Joseph looks for in potential brokerage or builder partners
The logic behind owning vs. leasing commercial property for your business
How Joseph structures seller-financed and owner-occupied real estate deals
Why he believes wealth in real estate comes from holding for 10+ years, not flipping
The leadership mindset that helped him scale 60+ entities without burnout
Joseph also shares his personal journey from nearly becoming a cop to running multiple businesses across real estate, healthcare, and finance—all while staying focused through routines, hiring strategically, and delegating energy-draining tasks.
If you're a real estate investor, broker-owner, or entrepreneur looking to grow a scalable, resilient business, this episode is packed with insights you won't hear anywhere else.
Learn more about Joseph McCabe:
The Surefire Group - https://www.thesurefiregroup.com/
Connect with the Global Investors Show, Charles Carillo and Harborside Partners:
◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com
◾ Learn How To Invest In Real Estate: https://www.SyndicationSuperstars.com/ ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/
 

SS231: Hire a Property Manager or Self Manage

Should you manage your rental property yourself or hire a property manager?In this episode of Strategy Saturday, Charles Carillo shares key insights from his 6 years of self-management experience and explains when it’s time to delegate property operations. Discover the pros and cons of each approach, the true cost of control, and a third “hybrid model” that gives you the best of both worlds.
You’ll learn:• What property managers actually do—and what they charge• How to evaluate if self-management is right for you• The biggest mistakes new landlords make• How to set up systems if you manage rentals remotely• Tips for outsourcing CapEx, maintenance, and tenant communications
Whether you're just starting your real estate journey or scaling into multiple markets, this episode will help you align your property management strategy with your business goals and personal freedom.
🔗 Listen to Related Episodes:
SS27: What Does A Property Manager Do? Do I Really Need One? - https://youtu.be/tFtFdGf6I0U
SS43: What Do Multifamily Property Managers Charge? - https://youtu.be/xHuii8eaOZ0
SS82: How to Hire the Right Property Manager for Your Properties - https://youtu.be/y0qRx-jrDt8
👉 Subscribe to Strategy Saturday for weekly insights on real estate investing, passive income, and financial freedom.

GI308: Transforming Blighted Properties Into Thriving Assets with Gary Jonas

What does it take to scale from buying single-family homes to managing over 1,500 multifamily units?
In this episode, Charles Carillo speaks with Gary Jonas, founder of The HOW Group—a Philadelphia-based real estate firm focused on urban revitalization and value-add development. Gary shares how he transitioned from the mortgage industry into full-time real estate, the pivotal moment Rich Dad Poor Dad changed his mindset, and how he built a resilient business through partnerships, vertical integration, and disciplined risk management.
You’ll learn:
Why single-family rentals may not scale the way you think
The cash-out refinance strategy that accelerated his growth
How to structure fair partnerships using a “contribution matrix”
Lessons from buying into the top of the market
How Gary unlocked $2M in building value—without new construction
Why honesty, reserves, and investor trust are key during downturns
Whether you're just getting started or looking to expand your real estate portfolio, this episode delivers tactical insights from someone who’s scaled the right way.
Learn more about Gary Jonas
The HOW Group:https://thehowgroup.com
Connect with the Global Investors Show, Charles Carillo and Harborside Partners:
◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com
◾ Learn How To Invest In Real Estate: https://www.SyndicationSuperstars.com/ ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/

SS230: High Return On Investment Renovations

LLCs provide significant benefits to real estate investors. In this episode, Charles discusses these advantages and why real estate investors should utilize LLCs in their investment strategy.

GI307: Creative Real Estate Financing with Morgan Ehrenzeller

Morgan Ehrenzeller joins Charles Carillo to share how he built a 339-unit real estate portfolio using creative financing—without relying on traditional banks. From his first duplex at age 17 (with just $5,000 down) to acquiring apartment complexes with 0% interest seller financing, Morgan reveals exactly how he structures win-win deals.
In this episode, you’ll learn:
How to buy real estate with little to no money down
The power of subject-to deals, seller financing, and lease options
What a performance deed is—and why it builds seller trust
How Morgan sources 50–100 off-market deals daily without cold outreach
His value-add multifamily strategy and capital stack structure
Why mobile home and RV parks are becoming critical in the affordable housing crisis
If you’re an investor looking to scale without syndication complexity—or if you're new to creative real estate investing—this episode is packed with real-world tactics and mindset shifts you can use right now.
Learn More About Morgan Here:
Ehrenzeller Capital- https://ehrenzellercapital.com/
Connect with the Global Investors Show, Charles Carillo and Harborside Partners:
◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com
◾ Learn How To Invest In Real Estate: https://www.SyndicationSuperstars.com/ ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/

SS229: The Importance of an Exit Strategy in Real Estate

Most investors focus on how to buy real estate—but what truly separates amateurs from professionals is how they plan to exit.
In this episode of Strategy Saturday, Charles Carillo breaks down the critical role of exit strategies in real estate investing. From Buy & Hold to Refinance & Hold, 1031 Exchanges, and creative seller-financed deals, you’ll discover how exit planning drives returns, mitigates risk, and boosts investor confidence.
Charles also shares lessons from real-life multifamily deals—including why his team chose to sell early in 2022 after hitting target returns, avoiding the impact of rising interest rates.
You’ll learn:– Why your exit strategy should be planned before the purchase– The 5 most common exit strategies and when to use each– How exit timing can impact LP satisfaction and portfolio performance– What to do when investor opinions conflict with your original plan– How to reduce risk with debt terms and reserve planning
If you're a GP, LP, or building your first real estate portfolio, this episode will show you how exit clarity leads to better deals—before you even close.
Want to dive deeper into 1031 Exchanges?
Check out these past episodes with 1031 professionals:
GI157 – https://youtu.be/O5MzYY4SP_8
GI 173 – https://youtu.be/pDHKsZcN05Y
Connect with the Global Investors Show, Charles Carillo and Harborside Partners:
◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com
◾ Learn How To Invest In Real Estate: https://www.SyndicationSuperstars.com/ ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/
 
 
 

GI306: Industrial Real Estate Development with Chris Long

Chris Long is the founder of Longyards, an industrial real estate investment company that acquires and develops adaptable and affordable industrial storage solutions tailored for contractors, small businesses, and large-scale operations. They currently have 10 locations throughout North America. Chris has been involved in the construction industry since he was 14 years old.
Learn More About Chris Here:
Longyards - https://longyards.com/ 
Connect with the Global Investors Show, Charles Carillo and Harborside Partners:
◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com
◾ Learn How To Invest In Real Estate: https://www.SyndicationSuperstars.com/ ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/

SS228: Buying Rentals in Small Towns

Are small town rentals a smart strategy—or a ticking time bomb?
In this episode of Strategy Saturday, Charles Carillo breaks down the real pros and cons of investing in small town rental properties. While lower purchase prices and less competition may offer higher cash flow, there are also hidden risks that could impact your long-term returns.
Charles shares a data-backed framework for evaluating small towns using long-term job growth, population trends, and crime data—plus how to identify warning signs like employer dependence, limited liquidity, and false gentrification signals.
You’ll learn:
Why short-term market data often leads investors astray
How to use the “20-Year Rule” to analyze population and crime trends
What makes one small town a winner and another a long-term trap
How to balance renovation decisions with realistic rent potential
When small towns can outperform large cities—and when they won’t
Whether you're buying your first rental or expanding your multifamily portfolio, this episode will help you choose smarter, invest strategically, and avoid costly small-town mistakes.
🎧 Listen now and discover how to evaluate cash flow, risk, and long-term opportunity—without the hype.
 
Links Referenced in Episode:
SS2: Choosing Target Markets When Investing in Multifamily Real Estate – 1 of 2 - https://youtu.be/001ACzPMMPw
SS3: Choosing Target Markets When Investing in Multifamily Real Estate – 2 of 2 - https://youtu.be/d-Evg5uSCHM
 
Connect with the Global Investors Show, Charles Carillo and Harborside Partners:
◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com
◾ Learn How To Invest In Real Estate: https://www.SyndicationSuperstars.com/ ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/