GI313: Structuring Smarter Real Estate Deals with Morgan Keim

 

Morgan Keim joins Charles Carillo to share how he transitioned from raising over $500 million in venture capital for food-tech startups to building long-term wealth through real estate investing. In this episode, Morgan breaks down his strategy behind launching a 75-unit affordable housing fund, investing in over 50 multifamily syndications, and using creative structures like subject-to and seller financing.

You’ll learn how Morgan identifies overlooked markets, partners with strong operators, and protects downside risk through disciplined underwriting and long-term fixed-rate debt. Whether you're a passive investor, GP, or real estate fund manager, this conversation offers real-world insights into building sustainable cash flow and intentional financial freedom.

What You’ll Learn:

• Why affordable housing is the most resilient real estate segment

• How to transition from LP to GP with confidence

• The benefits of subject-to and wrap deals in today’s market

• How to structure deals for both upside and downside protection

• What 50+ LP deals taught Morgan about sponsor quality

• The mindset shift from startup volatility to real estate stability

 

Learn more about Morgan:

→ Ocean Ridge Capital - https://oceanridgecap.com

 

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