Global Investors: Investing in U.S. Real Estate

GI139: Acquiring and Managing over 6,000 Units with Ivan Barratt

Ivan Barratt is a multifamily owner, manager, and syndicator who specializes in large apartment communities in the Midwest. Since 2015, Ivan Barratt has raised $150 million in equity, acquired over 6,000 units, and grown Barratt Asset Management (BAM) to a best-in-class, three-time Inc 5000, private equity, and management firm. Today, Ivan focuses his time on equity finance, acquisitions, and company strategy. Currently, his company manages nearly $700 million in syndicated assets.
Learn More About Ivan Here:
The BAM Companies: https://thebamcompanies.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/

SS61: Why are Large Investors Acquiring Smaller Properties

An approach that is becoming more and more popular in today’s market is large investors purchasing smaller properties. Charles’ company has utilized this same strategy several times over the past few years and in today’s episode, Charles discusses why this becoming more relevant along with the pros and the cons.
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/

GI138: Acquiring Over 400 Units While Working a Fulltime W2 with Brian Wagers

Welcome to another episode of the Global Investors Podcast; I’m your host Charles Carillo. Today we have Brian Wagers. Brian has acquired a total of 350+ rental units, valued at over $14 million while also working fulltime as a logistics manager for a Fortune 500 company.
Learn More About Brian Here:
Wagers Capital - https://wagerscapital.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/

SS60: Should I Use a Mortgage Broker and How Do I Choose One?

The constant question with many real estate investors is should I use a mortgage broker? In this episode, Charles explains the pros and cons of using a mortgage broker and how to choose one that will best fit your needs.
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/

GI137: Repositioning $1 Billion in Distressed Multifamily Assets with Max Sharkansky

Since 2005, Max Sharkansky has led the acquisition, renovation and disposition of over $800 million in mismanaged and distressed assets, primarily in multifamily. He started his real estate career as a Senior Associate at Marcus & Millichap in 2002.
 
Learn More About Max Here:
Trion Properties- https://trionproperties.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/

SS59: What Are Qualified Opportunity Zones?

Want to defer or reduce capital gains? Charles discusses what investors should know about the tax benefits of investing into opportunity zones.
 
Links Referenced in Episode:
https://www.wellsfargo.com/the-private-bank/insights/planning/wpu-qualified-opportunity-zones/
https://badermartin.com/want-to-defer-or-reduce-capital-gains-tax-looking-to-invest-in-a-real-estate-or-other-business-what-to-know-about-the-tax-benefits-of-opportunity-zones/
 
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/

GI136: Financing Your Real Estate Investments with Nathan Trunfio

Nathan is a real estate investor and senior Director of Sales & Marketing at Lima One Capital, a lender offering financing to investors on fix and flip, new construction, rental properties and portfolios, and multifamily bridge loans. He has financed over $1B in loans for both single family and multi-family assets.
 
Learn More About Nathan Here:
Lima One Capital: https://limaone.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/

SS58: How To Calculate Property Taxes When Purchasing a Property

One of the biggest mistakes real estate investors make is not calculating the new property taxes or not correctly calculating the new property taxes when investing. In this episode, Charles explains how to quickly calculate the new estimated property taxes on a piece of real estate.
 
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/

GI135: The Benefits of the Deferred Sales Trust with Brett Swarts

Brett Swarts assists high-net-worth clients by solving their capital gains tax issues. His experience includes numerous Deferred Sales Trusts, Delaware Statutory Trusts, 1031 exchanges and $190 million in closed commercial real estate brokerage and Deferred Sales Trust transactions.
 
Learn More About Brett Here:
Facebook: https://www.facebook.com/capitalgainstaxsolutions/
YouTube: https://www.youtube.com/channel/UCAykQNmIWZ0KARBeVWcQxUA
Biggerpockets- https://www.biggerpockets.com/users/BrettSwarts
Instagram: https://www.instagram.com/deferredsalestrust/
LinkedIn: https://www.linkedin.com/in/brett-swarts/
Twitter: https://twitter.com/1031option
Website: www.capitalgainstaxsolutions.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/

SS57: How to Successfully Hire and Train Virtual Assistants

Welcome to Strategy Saturday; I’m Charles Carillo and today we’re going to be discussing How to Successfully Hire and Train Virtual Assistants. Every entrepreneur should be outsourcing tasks to a virtual assistant, but where do you find one, how do you vet them and how do you hire them? In this episode, Charles discusses what the process is to find, vet and train virtual assistants.
 
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/