GI9: Mother of Two, Engineer and $4 Million in Real Estate with Palak Shah

Palak is the owner and founder of Open Spaces Capital and Open Spaces Women. Palak is originally form India and after the birth of her two kids Palak knew she needed to create a life with financial independence that allowed more time for her family and quit her six figure Engineering job while moving to real estate investing. In her first 3 years of investing full-time, she purchased, renovated, rented, and refinanced properties creating a business with close to $1M in revenue. She was honored as one of Philadelphia’s most dynamic real estate, housing, and development professionals under the age of 40. She’s passionate about inspiring other women to pursue entrepreneurship through passive rentals and runs a women’s coaching program.

Learn More About Palak Here: www.openspaceswomen.com & www.openspacescapital.com 

What question do you always wish Charles would ask but he never does?

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GI8: True Diversified Global Real Estate Investing with Peter Badger & Karen Williams

Peter Badger and Karen Williams co-founded the Global Investor Academy to help people obtain the mindset, strategies & tools to create recurring income from global real estate investing. Peter spent 25 years on Wall Street and in Silicon Valley while Karen spent 20 years in Management Consulting and Corporate Sales/Marketing. Today, real estate investing and education is their full-time endeavor.

They are true diversified real estate investors, investing in single family, multi-family, mobile home parks and farmland. They travel the world, meeting investors and evaluating new investments.

They created the Global Investor Academy to help people replicate their success and escape their 9-5 jobs.

Learn More About Peter and Karen Here: www.globalinvestoracademy.com

What question do you always wish Charles would ask but he never does?

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GI7: Common Sense Multifamily Syndication Underwriting with Omar Khan

Omar Khan is a multifamily real estate syndicator based in Dallas, Texas and works with many foreign investors. He is a global citizen, having lived in Dubai, Toronto and Calgary. Previous to syndicating real estate deals he closed $3.7 billion in capital financing and merges and acquisitions transactions.

Today, Omar focuses on syndicating large multi-million dollar deals across the US along with advising high net-worth individuals and entrepreneurs on real estate portfolio allocations.

His firm, Board Walk Wealth, has developed their own underwriting software called “Deal Analytica”.

Learn More About Omar Here: Omar@BoardWalkWealth.com and 214-727-8643

What question do you always wish Charles would ask but he never does?

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GI6: U.S. Tax Planning for Foreign Investors with Lance Lvovsky

Lance Lvovsky is a certified public accountant and cross-border tax specialist, based in Florida. Lance works with international clients advising them on real estate transactions, entity formation, income and estate tax planning for foreign investors.

Lance will walk you through the process of obtaining an Individual Taxpayer Identification (ITIN) and Employer Identification Number (EIN) for your US investment entity. His firm handles all aspects of tax related matters for foreign investors from FIRPTA withholding to estate and gift taxes.

Learn More About Lance Lvovsky Here: www.marcumllp.com, lance.lvovsky@marcumllp.com and 954.320.8077

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GI5: 86 Cash Flowing Rental Properties in 12 Years with Bala Apparao

Bala Apparao is a property investor based out of Detroit. He currently owns 86 single family rental homes and 1 commercial bank building; all located in Detroit and Atlanta. Bala is originally an Australian citizen from Sydney and has been working in Banking & IT for 23 years before he retired into full-time US Property investing.

Bala started investing in Australian real estate and in 2011 he transitioned to purchasing investment properties in Atlanta and then Detroit where he is purchasing now. Bala’s main goal with his real estate investments has always been cash flow.

Bala owns www.cashflowpositive.com; a turnkey real estate investment firm. His firm; finds the properties, renovates them and then sells them to investors looking for a passive investment. Bala’s team handles the ongoing maintenance of the property. This “hands off” approach is a perfect investment vehicle for out of state and international investors who want to directly purchase real estate while having the properties professionally managed.

Learn More About Bala Apparao Here: www.cashflowpositive.com

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GI4: Legal Issues Facing Foreign Investors in the US with Ronald Rohde

Ron Rohde is a Mandarin Chinese speaking attorney who represents foreign investors in the US. His practice focuses on commercial real estate acquisitions such as multifamily, office, and warehouse transactions. He currently practices in Texas but is licensed in Florida as well. His experience guides investors through US law and tax treatment.

Ron’s clients like investing in the US because of the huge economic growth, there are always buyers available upon exit and the US is the largest capital market.

The majority of Ron’s clients invest in the US for asset preservation among other perks including; capital growth, hedging currencies and minimizing political risk. Ron works with a number of investors across Asia and many of these countries face currency controls. Ron assists clients to work around these potential problems.

Ron’s tips for success start off with building your US team (attorney, agent, accountant, property manager etc.) before you start looking for properties. As you start building your team, team members will suggest other potential team members (Ron provides introductions to accountants and lenders who work with international investors).

Ron provides; entity formation, contract review, financing review, due diligence, lease execution/negotiation, power of attorney to sign, compliance etc. He works with clients that are unfamiliar with US laws and helps to educate them and assist them with decisions.

Learn More About Ron Here: rrohde@pamlaw.com & http://www.PamLaw.com

What question do you always wish I would ask but I never do?

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GI3: Importance of Trustworthy Local Experts and Patient Capital with Dan Pepper

Dan has been a multifamily real estate investor for 12 years. He focuses on 20-150 unit communities in West Florida. In addition to investing, he & his partner Josh Diggs provide property management to out-of-town investors through their firm Palm Communities.

Palm Communities has worked with international investors with several properties they have managed. Dan stresses to his clients, the importance of trustworthy local experts and patient capital. He focuses on value investing and assists his clients by maintaining their properties, minimizing expenses while maximizing occupancy. He believes that there is not a “one property manager fits all” solution. Property managers are comfortable with certain property types and property classes. An “A” class apartment manager is not going to be the best fit for your “C” class community. Dan regularly suggests certain competitors when a client’s vision for their property is not the same as Palm Communities.

Dan’s company has successfully turned properties around for their clients, most recently a 48-unit complex that was purchased by a group of Venezuelan investors. Palm Communities handled the renovation, rental and advised the clients during the sale. In other instances, property owners hire Dan when their current managers have dropped the ball. Notably, a British apartment complex owner enlisted the services of Palm Communities after their occupancy went from over 90% to 40%. Dan’s firm handled outstanding maintenance issues and was able to return the property to a 90%+ occupancy in under 12 months.

Dan works with both domestic and international investors and suggests that investors speak with property appraisers and property managers before speaking to brokers.

Learn More About Dan Here: Dan@RentPalm.com & http://www.RentPalm.com

What question do you always wish I would ask but I never do?

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GI2: Investing in US Apartment Complexes as a Canadian Citizen with Seth Ferguson

Seth Ferguson is an 11 year real estate veteran. He is the host of Purchase to Profits podcast where he interviews successful real estate and is also the host of a cable TV real estate show. Seth was thrilled to publish his first book, Sell For More, in 2018 with his second book will be released in late 2019.

Learn More About Seth Here:
www.SethFerguson.org
www.ALBACapitalGroup.com

What question do you always wish I would ask but I never do?

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GI1: INTRO Global Investors: Foreign Investing In US Real Estate with Charles Carillo

Welcome to the Global Investors Podcast. The Global Investors Podcast focuses on helping foreign investors enter the lucrative US real estate market. I interview investors, mentors and other industry professionals who have successfully built their businesses while working with foreign investors to create passive income.

A little background on myself, I purchased my first rental property in 2006, in Connecticut, where I am originally from, it was a 3-unit property and gradually added to the portfolio over the next few years while self-managing all of them. I moved to Florida in 2012 and hired a property management company, and I still own all of the units today. During that same time I was operating a payment processing business that I started in college and for 9 of the years I ran it, I worked mainly with international partners and clients.

When I started syndicating real estate deals; the first potential investors I spoke to were living and working outside of the United States, and they asked me questions about investing in US real estate and I realized that questions about buying, renting and managing real estate were straightforward to me and easily answered however being an investor based outside of the United States added another level of complexity that I knew nothing about. After searching the internet; I found that there was a ton very misleading information and I decided to launch a video Podcast that interviewed real estate professionals who have previously worked with international investors or were one themselves.

My idea was to design an episode format that would last 20-35 minutes and offer the listeners actual insight from seasoned professionals on their experience with foreign investing in US real estate. Allowing the listener to pinpoint where they should start and how they should proceed.
No matter if you are a first-time investor or you already own a portfolio, I know the knowledge you will gain from listening to the Global Investors Podcast will assist you in your real estate ventures.
Please bear with me through the first dozen episodes since I am not only learning more about real estate but also learning how to film a video podcast. The longer you listen, the better it gets, as I continually tweak the format. I wish you luck in all your real estate and business endeavors.

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