• EP 242: How to Diversify Like a Pro: Lessons from Jeremy Roll's Portfolio
    Jan 30 2025

    Jeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash flowing investments in real estate and businesses. Jeremy is also the co-Founder of For Investors By Investors (FIBI), a non-profit organization founded in 2007 with the goal of helping real estate investors network and learn in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 30,000 members. Jeremy has an MBA from The Wharton School and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. Jeremy welcomes e-mails (jroll@rollinvestments.com) to network with or help other investors and to discuss real estate or business investments of any size.


    Chapters


    00:00 Introduction to Passive Investing with Jeremy Roll

    01:04 Current Market Assessment and Its Impact on Passive Investments

    06:04 Jeremy Roll's Background and Investment Journey

    08:19 Learning Process and Networking in Real Estate

    15:44 Diversification Strategies for Passive Investors

    20:49 Cashflow Targets and Investment Strategies

    23:27 Tax Abatement and Unique Investment Opportunities

    24:59 Tax Abatement Trends and Future Outlook

    28:41 Investment Strategies and Risk Management

    31:44 Understanding Debt Funds and Economic Cycles

    35:12 Essential Resources for New Investors

    39:07 Key Due Diligence Questions for Passive Investors

    42:37 Personal Insights and Future Aspirations


    RANDY SMITH

    Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor

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    45 mins
  • EP 241: The Portfolio BRRR Method: Revolutionizing Real Estate with Omni Casey
    Jan 23 2025

    Omni Casey is a seasoned real estate investor, broker, coach, and published author with over 20 years of experience. Renowned for achieving financial freedom before the age of 30 through his "Passive Income for Life" (PIFL) strategy, Omni has become a thought leader in the real estate industry. He is the author of The Cash-Flow Breakfast Club, a powerful blend of storytelling and actionable advice for achieving financial independence through real estate investing.

    Omni's real estate career began in Hawaii, where he grew up as one of eight siblings in an entrepreneurial family. Today, he operates his investment company, New Leaf Redevelopers, which focuses on value-add residential and mixed-use projects using his signature "Portfolio BRRRR" strategy.

    As the founder of the Cash-Flow Breakfast Club, Omni leads a thriving community of real estate investors across the U.S., offering education, mentoring, and networking opportunities. The club empowers members to achieve financial freedom and builds local, hyper-engaged communities of investors. Omni's mission extends to inspiring his three children through hands-on involvement in their family investments.

    Featured on the Bigger Pockets podcast and dozens of other industry-leading shows, Omni is known for sharing his philosophy of living life in decades—focusing on financial freedom in his 20s, generational wealth in his 30s, and leaving a legacy in his 40s.

    Omni’s dynamic approach to real estate investing, combined with his passion for community building and education, continues to make a significant impact on investors nationwide.


    CONNECT WITH OUR GUEST

    https://www.facebook.com/omnitheinvestorguy/

    https://www.instagram.com/omnitheinvestorguy/

    https://www.youtube.com/c/OmniTheInvestorGuy

    https://www.tiktok.com/@omnitheinvestorguy

    https://twitter.com/OmniCasey



    Chapters


    00:00 Navigating the Current Real Estate Market

    06:59 Understanding the BRRRR Strategy

    12:32 Asset-Based Financing Explained

    17:28 Finding Off-Market Deals

    23:26 The Importance of Structure in Networking

    29:01 Expanding the Cashflow Breakfast Club

    36:08 Due Diligence: Key Questions for Passive Investors


    RANDY SMITH

    Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor

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    40 mins
  • EP 240: The Power of Focus: How Devin Elder Escaped Corporate Life Through Real Estate
    Jan 16 2025

    Devin Elder is Founder & CEO of DJE Texas Management Group, a vertically integrated investment firm based in San Antonio, Texas. Since 2012, the firm has completed hundreds of successful investment projects including many full cycle multifamily investments, development projects, and land purchases. Devin has been a Principal in over 5,000 doors of multifamily. Devin is a Pilot, Podcast host and owner of a Real Estate brokerage and the DJE Foundation, a 501(c)(3) non-profit supporting disadvantaged children in Texas and the Philippines.


    Summary


    In this episode of the Gentle Art of Crushing It podcast, host Randy Smith interviews Devin Elder, founder and CEO of DJE Texas Management Group. They discuss the current state of the real estate market, investment opportunities, and the importance of patience for passive investors. Devin shares his entrepreneurial journey, the challenges of transitioning from a corporate career to real estate, and offers advice for aspiring entrepreneurs. He also explains the investment structures used in his projects, the focus on multifamily and rural land investments, and the benefits of vertical integration in property management. In this conversation, Devin discusses the evolution of his property management company, the complexities of employee transitions during asset sales, and shares insights on market predictions and economic outlook. He emphasizes the importance of understanding debt structures in real estate, offers advice on due diligence for passive investors, and reflects on personal growth through aviation experiences. The conversation concludes with investment strategies for passive investors, focusing on development deals and multifamily syndications.


    Chapters


    00:00 Market Insights and Investment Opportunities

    05:12 Devin Elder's Journey to Entrepreneurship

    11:41 Advice for Aspiring Entrepreneurs

    15:30 Investment Structures and Project Types

    21:30 Track Record and Market Focus

    24:34 Vertical Integration in Property Management

    26:03 Launching a Property Management Company

    28:15 Navigating Employee Transitions During Sales

    30:38 Market Predictions and Economic Outlook

    37:00 Understanding Debt Structures in Real Estate

    44:31 Due Diligence for Passive Investors

    47:29 Bucket List Adventures and Personal Growth

    49:37 Investment Strategies for Passive Investors


    RANDY SMITH

    Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor

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    53 mins
  • EP 239: Affordable, Scalable, Sustainable: Darren Christensen on Modular Housing in Action
    Jan 9 2025

    Darren Christensen is the owner and visionary of My Chez Space, a prefab housing manufacturer that has solved for building truly affordable workforce housing that is also extremely profitable on the investment / development side. My Chez Space is on the cusp of changing the landscape of attainable housing which happens to be one of the largest, fastest growing real estate markets with the least saturation.


    https://www.mychezspace.com/


    Summary


    In this episode, Randy Smith interviews Darren Christensen, founder of My Shea Space, who discusses the current state of the affordable housing market, his journey in modular housing development, and the innovative solutions his company is bringing to the industry. Darren shares insights on market trends, the importance of efficiency in construction, and the potential for passive investors in this growing sector. He emphasizes the need for truly affordable housing and outlines his plans for scaling the business while maintaining quality and affordability.


    RANDY SMITH

    Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor


    Chapters


    00:00 Market Overview and Investor Sentiment

    02:00 Darren's Journey in Affordable Housing

    06:03 Innovations in Modular Housing

    12:04 Affordable Housing Solutions and Market Needs

    17:51 Future Plans and Scaling the Business

    23:59 Investment Opportunities and Passive Investing

    30:03 Personal Growth and Learning in Investing

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    37 mins
  • EP 238: Lessons in Resilience: How Family, Fortune 500, and Real Estate Shaped Charlie Kao’s Path
    Dec 26 2024

    Charlie Kao is the Principal and Asset Manager at Twin Oaks Capital, a boutique commercial real estate firm specializing in consulting, feasibility studies, brokerage, and construction management. With a deep-rooted background in real estate shaped by his family’s entrepreneurial journey, Charlie brings a wealth of experience in diverse asset classes, including self-storage and industrial properties. He combines his expertise in operations, development, and innovative financing strategies to deliver exceptional value to his clients and investors. Beyond his professional accomplishments, Charlie is passionate about creating efficient investment models and leveraging his real estate knowledge to help others build wealth through strategic investments.


    Chapters


    00:00 Market Overview and Passive Investing Opportunities

    11:34 Transitioning from W-2 to Entrepreneurship

    18:13 Current Focus: Industrial Real Estate Trends

    25:11 Investor Returns and Guarantees

    32:59 Managing Personal Guarantees

    38:16 Current Reading and Listening Habits

    44:30 Investment Strategies Beyond Personal Deals


    Summary


    In this episode of the Gentle Art of Crushing It podcast, host Randy Smith interviews Charlie Kao, an asset manager and principal at Twin Oaks Capital. They discuss the current state of the commercial real estate market, focusing on passive investing opportunities and the shift towards safer investments. Charlie shares his personal journey in the real estate industry, detailing his early experiences working alongside his father, who built a successful real estate portfolio. The conversation also explores Charlie's transition from a W-2 job back to entrepreneurship, emphasizing the importance of work-life balance and the desire to be present for his family. Finally, they delve into the current trends in industrial real estate, particularly in the wake of COVID-19, and how these trends are shaping investment strategies. In this conversation, Charlie Kao discusses his transition to a debt model in real estate investing, allowing him to retain full ownership of projects while providing attractive returns to investors. He explains the structure of his investment deals, including guarantees and flexibility for investors, as well as the legal documentation involved. The discussion also covers the importance of education for passive investors, current reading habits, and due diligence practices. Additionally, Charlie shares personal experiences related to family adventures and his investment strategies.



    RANDY SMITH

    Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor


    Keywords


    commercial real estate, passive investing, market trends, entrepreneurship, self storage, industrial real estate, investment strategies, family business, market analysis, economic indicators, debt model, passive investing, investor returns, construction loans, legal documentation, personal guarantees, educational resources, due diligence, investment strategies, bucket list adventures

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    46 mins
  • EP 237: Mission Driven: Empowering Military Families through Real Estate with Adam LaBarr
    Dec 19 2024

    Adam La Barr is a combat veteran, Amazon #1 best-selling author, and accomplished business consultant with a knack for turning challenges into opportunities. With 18 years of military experience and a proven track record in the corporate world, he has honed the art of building high-performing teams and scaling businesses sustainably. Adam has successfully navigated complex situations as a COO, steered startups to seven-figure sales, and implemented systems that allow businesses to thrive.

    In real estate, Adam’s portfolio includes over 350 multifamily doors, investments in self-storage, and ownership of a memory care facility. Despite early hurdles, including a near-miss on his first deal, Adam’s resilience turned lessons into lasting success. Now, he leverages his unique blend of military discipline and entrepreneurial expertise to guide businesses with revenues of $250K to $1M, helping them scale without losing their identity—or their sense of humor.

    When he’s not helping others achieve their goals, Adam spends time with his wife, Raquel, and their three children, proving that teamwork truly makes the dream work.


    Chapters


    00:00 Market Insights for Passive Investors

    03:06 Adam's Journey into Real Estate

    05:59 The Challenges of a First Investment

    09:00 Lessons Learned from Early Mistakes

    12:07 Partner Selection and Due Diligence

    14:55 Navigating Difficult Conversations

    17:53 Creating Strong Operating Agreements

    21:33 Navigating Challenges in Business Relationships

    22:02 Exploring Residential Assisted Living

    24:26 The Realities of Assisted Living Investments

    28:00 Understanding the Financial Dynamics of Assisted Living

    30:39 Active Duty Passive Income: Empowering Military Investors

    33:42 Balancing Family Life and Entrepreneurship

    36:53 Due Diligence in Passive Investing

    39:31 Bucket List Adventures and Investment Strategies


    RANDY SMITH

    Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor

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    41 mins
  • EP 236: From Rags to Riches (and Back Again): Christian Cardamone’s Real Estate Comeback Story
    Dec 12 2024

    Christian Cardamone: Real Estate Veteran & Visionary Entrepreneur

    With over 20 years of experience, Christian Cardamone has forged a remarkable career in real estate, entrepreneurship, and property development. Starting as REMAX's "Rookie of the Year" in 2005, he quickly rose to prominence, only to face a significant setback during the 2008 financial crash. Demonstrating resilience and determination, Christian rebuilt his net worth to $10 million, creating a diverse portfolio of over 65 properties spanning multifamily, industrial, office, and vacation assets. As the founder of Aloha Wilmington Real Estate and GreenBuilt Homes, he specializes in boutique property management, sustainable development, and innovative property transformations, including historic renovations like the iconic 1738 Orange Street project.

    Christian’s journey is a testament to perseverance and entrepreneurial spirit, blending his expertise in real estate with his passion for sustainability and community building. Based in Wilmington, NC, he balances his professional life with personal pursuits like surfing, sailing, and music. Whether navigating market trends, crafting investment strategies, or sharing lessons from his inspiring comeback, Christian offers audiences invaluable insights and actionable takeaways.


    Chapters


    00:00 Navigating the Current Real Estate Market

    03:10 Christian's Journey into Real Estate

    07:40 Diverse Asset Classes: A Strategic Approach

    10:51 Building Partnerships in Real Estate

    14:59 The Importance of Partner Selection

    16:41 Focusing on Flex and Multifamily Assets

    20:41 Understanding Flex Space

    25:17 Future Projects and Syndication Plans

    31:07 Optimism for the Future of Real Estate

    32:56 Educational Resources for New Investors


    RANDY SMITH

    Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor


    Summary


    In this episode of the Gentle Art of Crossin' podcast, host Randy Smith interviews Christian Cardamone, a commercial broker and founder of Aloha Wilmington Real Estate. They discuss the current real estate market, Christian's journey into real estate, and the importance of diversifying asset classes. Christian shares insights on building partnerships, the significance of selecting the right partners, and his focus on flex and multifamily assets. The conversation also covers the future of real estate, educational resources for new investors, and the optimistic outlook for the market.

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    40 mins
  • EP 235: Building Trust With Investors Through Transparency with Pat Zingarella from Invest Clearly
    Dec 5 2024

    Pat Zingarella is the CEO of Invest Clearly, a GP review site and directory.


    The mission of Invest Clearly is to empower LP's to make informed decisions by hosting unbiased reviews of passive investment sponsors from verified experienced investors. They also help Sponsors build trust with new investors through transparency.


    Prior to Invest Clearly Pat worked as an Account Executive for a $5B research and advisory company where he would provide go-to-market and growth support to start-up companies, ran his own sales consultancy, and personally invests in residential and commercial real estate.


    Visit https://investclearly.com/ to research sponsors or to claim your profile as a sponsor now.


    Chapters


    00:00 Market Conditions and Passive Investing Opportunities

    02:53 Pat Zingarella's Journey into Real Estate

    06:53 The Need for Transparency in Investment Reviews

    12:01 Building Trust Between LPs and GPs

    18:17 Engaging with the Invest Clearly Platform

    20:27 The Role of Reviews in Passive Investing

    25:02 Future of Invest Clearly and Community Building

    27:41 Mindset and Educational Resources for Investors

    30:58 Due Diligence Advice for Passive Investors

    32:51 Personal Insights and Future Aspirations


    Summary


    In this episode of the Gentle Art of Crushing It podcast, host Randy Smith speaks with Pat Zingarella, CEO of Invest Clearly, about the current market conditions affecting passive investors and the importance of transparency in investment reviews. Pat shares his journey into real estate, the challenges faced by both limited partners (LPs) and general partners (GPs), and how Invest Clearly aims to create a safer ecosystem for investors through verified reviews. The conversation also touches on the significance of community engagement, mindset resources, and due diligence in passive investing.


    RANDY SMITH

    Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor

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    36 mins