Invest For The Win
Invest For The Win
FTW Investments
Welcome to the Invest for the Win, where we consider and discuss strategy on how to win at the game of private investing. Whether you are a novice or seasoned investor, tune in to hear experts break down complex topics and reveal emerging trends in private investing. Head over to investforthewin.com to find links to episodes and more great additional content to position yourself to invest for the win. Hosted by the founders of FTW Investments, Logan Freeman, Cory Tuck and Parker Webb.
How to Think About Investing Going Into 2023 With Michael Flaherty – Episode 37
Our guest for today's episode is Michael Flaherty — the founder and President of L5 Investments. L5 provides its partners with short-term cash flow returns and long-term capital appreciation via the ownership, repositioning and management of apartment communities in U.S. markets of growth and stability. Michael has been involved in over 3 billion worth of transactions over his career and been through the 2008 and 2009 great financial crisis. Today, we will be diving into building and growing a successful multi-family real estate business and investments, including the three Ps. So, make sure to check the three Ps out and how to think about investing going into 2023. There’s really some great nuggets in today’s episode, so tune in! HIGHLIGHTS OF THE EPISODE 01:09 – Guest Intro and Background: Michael Flaherty 11:27 – Stepping Back Into the Market 14:41 – Geographical Analysis 19:34 – Being the Captain of All Your Businesses 22:05 – Building the Right Team 24:29 – How Inflation and Interest Rates Affect Michael’s Strategy 31:57 – Pricing Exploration Period 37:29 – Stay on the Game 41:59 – Closing CONNECT WITH THE GUEST Website: https://www.l5invest.com/ LinkedIn: https://www.linkedin.com/in/michael-flaherty-26377b2/ CONNECT WITH US Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw LinkedIn: https://linkedin.com/company/ftw-investments Instagram: https://www.instagram.com/ftwinvestments/ Facebook: https://www.facebook.com/ftwinvestments/ #sustainableinvestments #realestate #multifamily
Jan 30, 2023
43 min
Legally Minimizing Tax Consequences Through 1031 Exchanges with Dave Foster – Episode 36
Our episode today is about Legally Minimizing Tax Consequences Through 1031 Exchanges, and talking about it with us is Dave Foster — the Executive Director for The 1031 Investor. He has been in real estate investing for 20 years now and is working with other investors and realtors to gain more knowledge about minimizing tax consequences.  His expertise and work with others have helped thousands of investors to keep all their equity working for them and legally avoid paying taxes with 1031 Exchanges and other tax strategies. Join us as we win the game of real estate investing. Whether you need help understanding your options, learning more about 1031 exchanges, or creating a strategy for your personal investing, this episode with Dave has the information, tools and Qualified Intermediary services that will help you achieve your goals while helping you minimize your taxes.  Tune in for another great episode! HIGHLIGHTS OF THE EPISODE 00:00 - Introduction 01:09 – Guest Intro and Background: Dave Foster 04:11 – A Point in Dave’s Life When He Decided to Make a Change 09:58 – Return on Equity 14:40 – The Power of Using the Deferred Tax 18:37 – Risks of the 1031 Exchange 21:09 – The Four D’s to 1031 Investing 31:02 – Appreciation of Properties 33:47 – How to Qualify for a 1031 Exchange 35:53 – Economic Benefits of 1031 41:36 – Predictions 45:51 – Why Dave Does What He Does 47:27 – Closing CONNECT WITH THE GUEST Website: https://www.the1031investor.com/ LinkedIn: https://www.linkedin.com/in/davefoster1031/ CONNECT WITH US Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw LinkedIn: https://linkedin.com/company/ftw-investments Instagram: https://www.instagram.com/ftwinvestments/ Facebook: https://www.facebook.com/ftwinvestments/ #1031investing #minimizingtaxconsequences #returnonequity
Jan 24, 2023
49 min
The Value of Empathetic Leadership with David Youngblood – Episode 35
Our guest for today's episode is David Youngblood — the Chief Financial Officer of Strategic Acquisitions Group, who brings a unique perspective to the real estate world. Today, we will be diving into David’s success formula in real estate, multi-family and other operations, including his thesis for value investing. We will also be learning the true value and power of empathetic leadership, as David emphasizes his three-step process of dealing with mistakes. There are really some great nuggets in today’s episode, so tune in! HIGHLIGHTS OF THE EPISODE 00:48 – Guest Intro and Background: David Youngblood 03:03 – How David Got Involved in the Industry 06:44 – The Long-Term Approach of Investing 10:29 – Real Estate Side of SAG 14:45 – David’s Type of Assets 20:46 – The Difference between Properties in Different Countries 24:48 – Real Estate Focused Company 31:57 – The Importance of Assessing Lease Structure 36:37 – Top Takeaways to be Successful 50:33 – What Inspires David? 53:39 – Closing Thoughts CONNECTING WITH THE GUEST Website: https://sagknox.com/ LinkedIn: https://www.linkedin.com/in/davidkyoungblood/ CONNECT WITH US Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw LinkedIn: https://linkedin.com/company/ftw-investments Instagram: https://www.instagram.com/ftwinvestments/ Facebook: https://www.facebook.com/ftwinvestments/ #leadership #realestate #valueinvesting
Dec 27, 2022
58 min
The New Concept of Co-Working with Chad McCann – Episode 34
Our guest for today’s episode is Chad McCann — the leading director of WeWork in the Midwest. He has been overseeing a portfolio that spans four different markets. He is currently holding 10 different assets and around a million square feet of office space. Chad has been at WeWork for five years spreading across a variety of different positions from project management to global sales, and now runs a sales team dedicated to working with tenants as small as individual operators to full floor enterprise clients. In today’s episode, we talk about the future of office spaces through WeWork and the concept of co-working. Given Chad’s phenomenal personality, he will be providing us with a really insightful and fun conversation where we find a lot of value in leadership and building incredible teams. Tune in for another great episode! HIGHLIGHTS OF THE EPISODE 01:17 – Guest Intro and Background: Chad McCann 03:19 – How Chad Got Started 06:58 – What to Bring to the Conversation 10:38 – The Pyramid of Success 12:29 – WeWork Story 19:46 – Communities Out of Recessions 26:22 – Remote Productivity 38:30 – Where Will WeWork Be Years From Now 41:46 – Thoughts on Flow 46:22 – What Inspires Chad 49:47 – Closing CONNECT WITH THE GUEST Website: https://wework.com/ LinkedIn: https://www.linkedin.com/in/chad-mccann-06054866/ CONNECT WITH US Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw LinkedIn: https://linkedin.com/company/ftw-investments Instagram: https://www.instagram.com/ftwinvestments/ Facebook: https://www.facebook.com/ftwinvestments/ #humility #continuouslearning #spaceoperator
Dec 19, 2022
52 min
Analyzing Opportunities in the Multifamily Space with Reid Bennett – Episode 33
Our guest for today’s episode is Reid Bennett — the National Council Chair of Multifamily Properties for SVN. He has over 20 years of experience brokering and investing in multifamily. As a licensed managing broker, he focuses primarily on the sale of apartment communities across the Midwest and the country. Today, we will be diving into working in the commercial real estate space, specifically multifamily and how investors and brokers can stay relevant, optimistic, and how they can keep a level head at present. We talk a lot about the whiplash that's happening in the market where opportunities may or may not be found.   Tune in for a fascinating conversation with Reid, as he prides himself on understanding the nuances and analysis of today’s market — relating it to scenarios back in 2008-2009.  HIGHLIGHTS OF THE EPISODE 01:38 – Guest Intro and Background: Reid Bennett 08:07 – How Reid Stayed with the Times 19:27 – The Psychology of Real Estate 29:56 – Preferred Equity Opportunities 33:19 – Is Now a Good Time to Invest? 45:16 – Predictions 50:00 – Intrinsic Value of Real Estate 52:01 – Closing Thoughts CONNECT WITH THE GUEST Website: https://svn.com/ LinkedIn: https://www.linkedin.com/in/reidbennettccim/ CONNECT WITH US Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw LinkedIn: https://linkedin.com/company/ftw-investments Instagram: https://www.instagram.com/ftwinvestments/ Facebook: https://www.facebook.com/ftwinvestments/   #equity #multifamily #brokers
Dec 12, 2022
54 min
The Mission of Storytelling with Joel Goldberg – Episode 32
Our guest for today’s episode is Joel Goldberg of Joel Goldberg Media. As a television personality with the Kansas City Royals since 2008, Joel's name has practically become synonymous with the World Champion baseball team. His behind the scenes work inside the clubhouse and the relationships he has built along the way gave him a unique perspective on culture that translates to business success. Recognizing that principles of baseball could be utilized in the business world, Joel launched his successful speaking business in 2016. With audiences eager for more regular content, his podcast Rounding the Bases was released shortly thereafter. Through his interviews with business leaders, athletes and everyone in between, the bi-weekly installments expand on the topics of culture and leadership through a baseball lens. In today’s episode, we talk about building and maintaining relationships and how to network with people including the day to day struggles of extraordinary people like Joel. He wants people to realize that no matter who you are or what you have become, we all stand on the same ground and deal with problems of our own. No one is living the perfect life, hence why connecting with people is very important, as everything you do is about people. Tune in for another great episode! HIGHLIGHTS OF THE EPISODE 00:56 – Guest Intro and Background: Joel Goldberg 08:55 – Building Relationships with People 16:17 – What’s A Good Storytelling 24:40 – Learnings from Building a Championship Culture 37:20 – Quick Tips on Effective Networking 41:20 – Small Ball Big Results 53:43 – Closing Thoughts CONNECTING WITH THE GUEST Website: https://joelgoldbergmedia.com/ LinkedIn: https://www.linkedin.com/in/joelgoldbergkc/ Twitter: https://twitter.com/goldbergkc Instagram: https://www.instagram.com/joelgoldbergkc/ Facebook: https://www.facebook.com/joel.goldberg.39 CONNECT WITH US Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw LinkedIn: https://linkedin.com/company/ftw-investments Instagram: https://www.instagram.com/ftwinvestments/ Facebook: https://www.facebook.com/ftwinvestments/ #networking #publicrelations #media
Dec 5, 2022
55 min
Investing from a Passive Investor Perspective with Conner Burton – Episode 31
Our guest for today’s episode is Conner Burton of Calculated Investor – a weekly newsletter that curates commercial real estate news and content across the entire real estate industry. He is also an Engineer for the Department of Defense. He started investing passively in multi-family apartment complexes a few years ago. He is also catching fire on LinkedIn as he is a great writer, sharing all of his investments and profits publicly. In today’s episode, we will be diving into what passive investors should be thinking about when evaluating new opportunities and how your choices and your goals are extremely important to the opportunities that you actually invest in. We will be talking about a lot of different things, including the misconception that just because you know somebody, doesn't necessarily mean you should invest in their deals, as it can actually be a barrier instead of a bridge to your success. Tune in for another great episode! HIGHLIGHTS OF THE EPISODE 01:29 – Guest Intro and Background: Conner Burton 07:28 – About Calculated Investor 13:16 – Mistakes to Avoid in Passive Investing 17:50 – Three Major Roadblocks 25:00 – Risk and Return Criterion 31:46 – What Would Conner Do if He Was Given One Hundred Million Dollars? 36:21 – Is It a Good Time to Invest? 42:29 – Price Discovery Situations 50:18 – Why the Guest Does What He Does 52:42 – Closing Thoughts CONNECTING WITH THE GUEST Website: https://calculatedinvestor.com/ LinkedIn: https://www.linkedin.com/in/connerburton/ CONNECT WITH US Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw LinkedIn: https://linkedin.com/company/ftw-investments Instagram: https://www.instagram.com/ftwinvestments/ Facebook: https://www.facebook.com/ftwinvestments/ #calculatedinvesting #passiveinvesting #commercialrealestate
Nov 28, 2022
54 min
Recession-Proof Real Estate with Jeremy Roll – Episode 30
Our guest for today’s episode is Jeremy Roll of Roll Investment Group, who also happens to be the co-founder of For Investors By Investors. He is a data-driven 20-year professional passive investor. He started investing in real estate in 2002 and left the corporate world in 2007 to be a full-time real estate investor. Jeremy has been through a lot of ups and downs, including recessions. He reads 2-3 hours per day, mostly about economic data. So today, we are going to get a look into what he is thinking about in today’s economic cycle, and how to invest specifically in commercial real estate during such periods of time which are going to be extremely valuable. Tune in to learn more about networking, professional passive investing, and Jeremy’s strategy in predicting economic changes. HIGHLIGHTS OF THE EPISODE 01:51 – Guest Intro: Jeremy Roll 04:31 – When Jeremy Left the Corporate World 07:42 – Things That Jeremy Considered as “Red Flags” 12:46 – How Mark Positions Himself to be Successful 17:58 – Forward Thinking 22:56 – What Is a Uniquely Good Deal? 30:15 – Refinancing 36:00 – Market Markers 41:14 – Capital Markets 45:15 – Jeremy’s Inspiration CONNECTING WITH THE GUEST LinkedIn: https://www.linkedin.com/in/jeremy-roll-655107/ CONNECT WITH US  Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw LinkedIn: https://linkedin.com/company/ftw-investments Instagram: https://www.instagram.com/ftwinvestments/ Facebook: https://www.facebook.com/ftwinvestments/ #networking #forwardthinking #passiveinvesting
Oct 17, 2022
47 min
Building Brands and Leveraging Strong Assets in Real Estate with Alex Upperman – Episode 29
Our guest for today’s episode is Alex Upperman of 12 Oak Capital. He is growing and selling e-commerce businesses that have reached seven and eight figures in revenue and used the proceeds to invest in commercial real estate, which gained him a portfolio of over 700 million as a general partner. In today’s episode, we talk about entrepreneurship, including active and passive investing. What does an entrepreneur look like? A lot of people have the wrong idea. Entrepreneurs come in all shapes and sizes. Sometimes we forget that a lot of people that we know or even our favorite celebrities started with an idea and worked hard to make it happen — just like Alex. Tune in for another great episode! HIGHLIGHTS OF THE EPISODE 01:27 – Guest Intro: Alex Upperman 03:18 – Alex’s Starting Point 07:45 – Why E-Commerce? 09:52 – Alex’s Pivotal Moment 12:38 – How to Create Raving Customers 17:20 – Revisiting the Older Times 21:17 – How Alex Chooses the People He Works With 27:18 – Where Alex Would Allocate Extra Finances 31:38 – Alex’s Top Predictions CONNECTING WITH THE GUEST Website 1: https://12oakcapital.com/ LinkedIn: https://www.linkedin.com/in/alex-upperman/ CONNECT WITH US Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw LinkedIn: https://linkedin.com/company/ftw-investments Instagram: https://www.instagram.com/ftwinvestments/ Facebook: https://www.facebook.com/ftwinvestments/ #leveraging #ecommerce #commercialproperties
Oct 11, 2022
41 min
Taking the Red Pill: Six Foundational Elements for Success with Jerome Myers - Episode 28
Our guest for today’s episode is Jerome Myers — a proud corporate America dropout who helps others exit the matrix. He’s a developer of people and places, and the founder and Chief Inspiration Officer for two ventures: DreamCatchers, a boutique coaching firm that supports first and second generation wealth creators to self-actualize and attain transcendence, and The Myers Development Group, where they help ordinary people invest in multifamily real estate in a way that creates generational wealth. Since leaving corporate America after building a 20MM division, Jerome has become one of the most sought-after thought leaders in the multifamily development space. His company, The Myers Development Group, built a multi-million-dollar portfolio following the principles of Myers Methods. His approach to coaching uses trust, openness, compassion, and direct communication to guide his clients on a range of professional and personal issues. By harnessing the power of counseling, consulting, and mentoring, they help them find their inspiration and use it as fuel to build the life they desire. As you visualize your end goal, try asking yourself: Is this all there is to life? Could there be more? Check out Jerome and Logan's answers to this question! HIGHLIGHTS OF THE EPISODE 02:07 – Guest Intro: Jerome Myers 03:23 – How Jerome Got Started 12:05 – Building Foundation 24:10 – Today’s Multifamily Market 31:31 – Predictions in the Real Estate Sector: “I’m Cautious” 39:40 – “What inspires you and why do you do what you do?” | Taking the Red Pill CONNECTING WITH THE GUEST Website 1: https://www.powwowatthemountaintop.com/ Website 2: https://myersmethods.com/ LinkedIn: https://www.linkedin.com/in/jeromemyers/ CONNECT WITH US Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw LinkedIn: https://linkedin.com/company/ftw-investments Instagram: https://www.instagram.com/ftwinvestments/ Facebook: https://www.facebook.com/ftwinvestments/ #realestateprinciples #foundationforsuccess #taketheredpill
Oct 3, 2022
43 min
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