Global Investors: Investing in U.S. Real Estate

SS249: What are Loss Runs?

What are loss runs and why can they make or break your real estate deal?In this video, Charles Carillo explains how loss run reports — the detailed insurance claims history of a property — can dramatically impact underwriting, insurance premiums, and even whether a property is worth buying.
You’ll learn:
What loss runs are and how they work
Why buyers, sellers, and insurers all depend on them
How a single open claim can inflate your insurance costs
How smart investors use loss runs to negotiate price and avoid costly mistakes
Loss runs are often called the “credit report for your property.” Ignoring them can cost you thousands — or even kill your deal.
 
👉 Watch until the end to see how you can protect your investment by spotting red flags early.
 
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/
 

GI326: Syndicating Multifamily Properties while Living Abroad with Eric Nelson

Thinking about investing in multifamily real estate while living abroad? In this episode of the Global Investors Podcast, Charles Carillo interviews Eric Nelson, founder of Wild Oak Capital. Eric shares how he went from engineering to real estate, scaled from single-family homes to 1,000+ multifamily units, and used creative strategies like seller financing to grow quickly. He explains why 50–120 unit properties are a powerful niche, how to find and work with the right property managers, and the weekly asset management systems that keep syndications on track. Eric also reveals how he built a lifestyle that allows him to live in Spain with his family while running U.S. investments.
Learn More About Eric Here:
Coaching and Mastermind - https://www.ericnelsoncoaching.com/
Wild Oak Capital - https://www.wildoakcapital.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/
 

SS248: Tenant Abandoned Property

Tenant gone, rent unpaid, and calls unanswered—what should a landlord do next?
In this Strategy Saturday episode, Charles Carillo breaks down the legal process of handling tenant abandonment step by step. From understanding state abandonment laws to protecting yourself with the right lease clauses, you’ll learn how to avoid costly mistakes and regain control of your property legally.
 
 Inside this episode:
What “tenant abandonment” really means under landlord-tenant law
Florida’s abandonment rules and how they compare to other states
Signs your tenant has abandoned a rental unit
Why proper notices (certified + regular mail) matter
How to handle tenant property left behind
The importance of strong lease clauses and documentation
Whether you manage a single rental or an entire portfolio, knowing how to handle abandonment correctly can save you from lawsuits, lost income, and endless headaches.
 
🎧 Listen now and discover how to protect yourself and your rental property when a tenant disappears.
 
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/

GI325: Investing in Retail Real Estate with Heath Binder

Charles and Heath Binder (LBX Investments) explain why neighborhood/community shopping centers still work. They show how outparcels and small-shop leasing grow NOI, and why “retail is dead” misses daily-needs demand.
What you’ll learn:
How to spot the best center in a retail node
Outparcel arbitrage: return equity, de-risk the deal
Shop-space leasing: why small bays out-rent anchors
Right-sizing anchors (Burlington example) to unlock value
Where motivated sellers create better bases and outcomes
Learn More About Heath Here:
LBX Investments - https://www.lbxinvestments.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/

SS247 What is a Certificate of Occupancy?

A Certificate of Occupancy (CO) is one of the most overlooked but critical documents in real estate. Without it, you may not be able to live in, rent out, or finance your property.
In this episode, you’ll learn:– What a Certificate of Occupancy is– When you legally need one (construction, renovation, change of use)– Types of certificates (new builds, existing homes, rehab projects)– How a CO protects owners, tenants, and investors– Why banks require it for financing– Tips to avoid delays and costly mistakes
Subscribe for more Strategy Saturday episodes focused on multifamily investing, passive income, and building long-term wealth.
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/
 
 

GI324: Multifamily Investing Strategies with Jonathan Nichols

In this episode of the Global Investors Podcast, Charles Carillo speaks with Jonathan Nichols, a former aerospace engineer who transitioned into full-time real estate investing. Jonathan and his wife have built a portfolio of more than 2,000 multifamily units as both general and limited partners, along with a 20-unit short-term rental portfolio in Arlington, Texas. He shares how he scaled from single-family rentals into multifamily syndications, why he targets B- and C-class properties, and how tertiary markets like Oklahoma City and College Station can outperform primaries. Listeners will gain insights on debt, management, and scaling strategies.
Learn More About Jonathan Here:
Website: https://www.apogeemfc.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/

SS246: The Reality of Investing in Real Estate with No Money Down

Can you really invest in real estate with no money down? In this Strategy Saturday episode, Charles Carillo breaks down the truth behind no-money-down investing. You’ll learn three proven methods to get started, the hidden costs you need to prepare for, and why “zero down” doesn’t actually mean “zero dollars.”
What You’ll Learn in This Episode:
3 creative financing strategies that work for beginners and seasoned investors
The difference between buying real estate and owning it long-term
Why reserve funds are essential even with no-money-down deals
The risks most new investors overlook when chasing “free” passive income
Whether you’re exploring seller financing, partnerships, house hacking, or subject-to deals, this episode will show you what’s realistic — and how to approach no-money-down investing with confidence.
👉 Also check out:
SS167: Zero Down Doesn’t Mean Zero Dollars - https://youtu.be/Ybd0udhilCk
Subscribe for more Strategy Saturday episodes focused on multifamily investing, passive income, and building long-term wealth.
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/
 

GI323: Mastering Hotel Investing & Management with Greg Friedman

In this episode of the Global Investors Podcast, Charles Carillo speaks with Greg Friedman, co-founder and CEO of Peachtree Group. With over 25 years of experience and more than $11 billion in real estate investments, Greg shares how he built one of the leading platforms in private equity and credit.
He explains why hotel investing is unique, the role of SBA loans in hospitality, and how Peachtree thrives by focusing on “mispriced risk.” Greg also highlights why extended stay and select-service hotels are resilient, and the most common mistakes investors make.
This episode offers valuable lessons for passive investors, operators, and anyone interested in hospitality and commercial real estate.
 
Learn More About Greg Here:
Peachtree Group - https://www.peachtreegroup.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/

SS245: How Occupancy Drives Multifamily Performance

If you think raising rent is the fastest way to boost profits, think again. In this Strategy Saturday episode, Charles Carillo breaks down why occupancy is the true backbone of multifamily performance—and why lenders, investors, and property managers track it so closely.
You’ll learn:
Multifamily occupancy rate explained and why it matters more than rent growth
What is a good occupancy rate for multifamily property (and the sweet spot investors target)
The difference between physical vs. economic occupancy in multifamily investing
How lenders view stabilized properties and the best occupancy rate for multifamily financing
Why keeping units filled drives NOI, valuation, and financing success
Related Episodes:
SS237: What Is the Cost of Tenant Turnover – https://youtu.be/yuR_KXJX6nA
SS240: Tenant Not Paying Rent? Do THIS Before It's Too Late - https://youtu.be/b4AkJAwedHE
Subscribe for more Strategy Saturday episodes focused on multifamily investing, passive income, and building long-term wealth.
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/
 

GI322: From Navy Captain to Multifamily Syndicator with Marshall Sykes

Marshall Sykes grew up in a real estate family, learning early how building and holding properties could create lasting wealth. After serving 24 years as a U.S. Navy Captain in the Civil Engineer Corps and later managing billion-dollar projects at ExxonMobil, Marshall turned his focus to investing. Starting with single-family rentals, he soon discovered the power of scale in multifamily real estate.
In this episode of the Global Investors Podcast, Marshall shares his journey from owning single-family homes to partnering in over 2,000 multifamily units. He explains why syndication became his preferred strategy, how to vet sponsors and operators, and what new investors need to know about lending terms, reserves, and market risks. We also discuss the pros and cons of single-family vs. multifamily investing, the importance of long-term planning, and his expansion into oil and gas syndications.
Whether you’re an active investor, a passive investor, or just beginning your journey, this episode offers practical lessons on scaling wealth and avoiding common mistakes.
Learn more about Marshall:
Capitano Investing Group – https://capitanoinvestinggroup.com/
Invest With The Captain – https://investwiththecaptain.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/