Global Investors: Investing in U.S. Real Estate

SS253: What is a CMA in Real Estate?

Ever wondered how real estate agents determine the right price for a home? It’s not a guess, it starts with a Comparative Market Analysis (CMA).
In this episode, Charles Carillo breaks down what a CMA is, how it’s prepared, and how it differs from an appraisal. You’ll learn exactly how agents use comparable properties, market data, and trends to estimate your home’s real value and why every seller should understand this before listing their property.
Here’s what you’ll learn:• What a Comparative Market Analysis (CMA) really means in real estate• How agents find and adjust comps to price homes accurately• The key differences between a CMA and an appraisal• How market trends and property characteristics influence pricing• Why CMAs are free tools that help sellers and buyers make smarter decisions
Whether you’re a homeowner planning to sell, or an investor looking to understand market value, this episode explains how to do a CMA in real estate step-by-step in plain language.
 
Links Referenced in Episode:
SS123: What is a BPO in Real Estate - https://youtu.be/3EYuOftL8mI
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/

GI330: Data-Driven Strategies for Multifamily Investing with George Roberts

n this episode of the Global Investors Podcast, Charles Carillo sits down with George Roberts, founder of Roberts Capital Enterprises and host of Passionate Living Through Passive Investing. George shares how his background as a data scientist shaped his data-driven strategies for multifamily investing — from identifying undervalued properties in tertiary markets to building strong local teams and underwriting with a true margin of safety.
Learn how George scaled from single-family homes to owning 550+ multifamily units, invested passively in over 600 additional properties, and why he believes small multifamily and value-add deals offer the best combination of scalability and stability in today’s market.
Whether you’re a new investor or a seasoned syndicator, this episode dives deep into:
How to analyze apartment deals with data-driven precision
Why <80-unit properties can outperform large institutional assets
The importance of team structure and partner vetting
How to balance risk, reserves, and leverage for long-term growth
Learn More About George Here:
Roberts Capital Enterprises - https://robertscapitalenterprises.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/

SS252: Property Expenses Increase as Properties Get Older

Why do older multifamily properties cost more to operate and do they still make investors money?In this episode of Strategy Saturday, Charles Carillo breaks down the truth behind older vs. newer multifamily investments, comparing operating expenses, CapEx budgeting, rent collection trends, and insurance costs across property vintages.
Key Insights:
Aging buildings often hide deferred maintenance that kills cash flow
Insurance premiums increase as properties age
Utility inefficiency drives tenant turnover and rent loss
With the right CapEx plan, older properties can outperform newer ones
🔗 Links Referenced in Episode:
SS220: Comparing Investments: Older Properties vs. Newly Built Properties - https://youtu.be/D_ZT7HeFpQQ
 
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/

GI329: House Hacking to Full-Time Real Estate Investing with Cory Jacobson

In this episode, Charles Carillo sits down with Cory Jacobson, co-host of The Wealth Juice Podcast and a full-time real estate investor who scaled from a single house hack in Philadelphia to an 80+ unit real estate portfolio — including small multifamily investments, short-term rentals, and a boutique resort.
Cory shares exactly how he started with limited capital, the house hacking strategy that helped him live rent-free, and the mindset shift that took him from working for the Philadelphia 76ers to building long-term wealth through real estate.
Whether you’re a new investor, an agent looking to scale, or simply curious about financial freedom, this episode reveals the systems, partnerships, and patience it takes to succeed in 2025’s market.
Key Takeaways:
House hacking strategy for beginners can build capital faster than saving.
Real estate is a defensive game — hold long, compound equity.
Use partnerships and personal branding to scale beyond your own cash.
Learn how small multifamily investing in local markets can outperform big city deals.
Build a team-first mindset for property management and remote investing.
 
Learn More About Cory Here:
Juice Enterprises: https://juice-enterprises.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/

SS251: What is a Short Sale - Short Sale vs Foreclosure

Short sale or foreclosure — which one offers better opportunities for real estate investors in 2025?
In this Strategy Saturday episode, Charles Carillo breaks down the key differences between short sales and foreclosures, how each process works, and why understanding them can save investors thousands in the current real estate market. You’ll learn how lenders, homeowners, and investors navigate these situations, and how short sales can actually open doors for smart investors during market downturns.
By the end of this video, you’ll know which option impacts credit less, which one moves faster, and how to find real estate investing opportunities in distressed properties in 2025.
💡 Key Takeaways:
Short sales are homeowner-initiated; foreclosures are lender-driven
Short sales cause less credit damage and often mean better property condition
Investors can find strong deals if they understand how to navigate the process
2025’s shifting market could make distressed properties a prime opportunity
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/

GI328: Transforming Properties into Cash Flowing Assets with Michael Margarella

In this episode, host Charles Carillo sits down with real estate investor, broker, and attorney Michael Margarella, founder of Next Play Investments. Michael reveals how he scaled from small BRRRR projects and fix-and-flips to owning and operating over 540 multifamily apartment units across the Midwest.
He explains why he left residential investing behind, how to build a sustainable multifamily investing strategy, and why he believes the Midwest is the perfect place for predictable commercial real estate cash flow.
If you’ve ever wondered how to transition from residential to commercial real estate investing, this episode breaks down every step—from finding great property managers for 50-150 unit apartment buildings, to building broker relationships that actually lead to deals.
 
Learn More About Michael Here: 
Next Play Investments: https://www.nextplayinvestments.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/

SS250: What is Lis Pendens in Real Estate?

A Lis Pendens is one of the most misunderstood legal terms in real estate but it can make or break your next deal. In this episode of Strategy Saturday, Charles Carillo explains what a Lis Pendens really is, how it can cloud a property’s title, and why it often signals both risk and opportunity for investors.
Learn what happens when a Lis Pendens is filed, how it affects buying, selling, and refinancing, and what steps you should take before moving forward with a property under legal dispute.
If you’ve ever seen “Lis Pendens” appear on a title report, this episode will help you understand exactly what it means — and how to navigate it with confidence.
🎧 Listen now to gain a deeper understanding of this critical real estate term and protect your next investment.
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/

GI327: Commercial Real Estate Development with Joshua Pardue

In this episode of the Global Investors Podcast, Charles Carillo interviews Joshua Pardue, a seasoned commercial real estate developer, advisor, and educator with over $1 billion in client transactions and $250 million in real estate developments.
Joshua shares his journey from finance into real estate investing, how he acquired distressed commercial properties during the recession, and why he’s passionate about adaptive reuse, urban infill projects, and build-to-suit developments.
You’ll learn:
How to finance distressed real estate deals with private investors
The risks and rewards of build-to-suit commercial development
Why adaptive reuse and historic building redevelopment create long-term value
The role of relationships and trust in successful commercial real estate investing
Joshua’s outlook on urban redevelopment in Florida metros like Tampa, Miami, Jacksonville, and Orlando
Whether you’re an experienced investor or just exploring commercial real estate development, this episode offers actionable insights, long-term strategies, and practical lessons from decades of experience.Learn More About Joshua Here:
JPRE Learn: https://jprelearn.com
Website: https://joshuapardue.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/

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/