Tue, 27 April 2021
Gene Trowbridge is a nationally recognized securities attorney.
Gene has been in the commercial and investment real estate business continuously since 1972 and in the legal profession since 1996.
He is a member of the California Bar. And as the founding partner of Trowbridge Law Group LLP, Gene’s law practice concentrates on the syndication of commercial and investment real estate, through both debt and equity.
As a former syndicator, who for ten years raised investor capital; he served as the sponsor of sixteen investment groups, by raising equity from investors, through registered representatives in the broker-dealer community, once sending out 1,676 K1s in a single year.
He was responsible for the organization of those investment groups; the acquisition, management, and disposition of the real estate; and communications with the investors.
“The biggest mistake for new syndicators is trying to draft your own documents.”
“Investors need to take it upon themselves to get knowledgeable about mobile home parks, self-storage, multifamily. You need to have some education on the real estate.”
1:45- Gene shares about himself and how he got into the real estate space
6:46- Gene gives his opinion on if there are any changes coming down the pipe with the new administration that will impact syndicators
21:30- Gene shares some of the big mistakes that new syndicators make
29:44- Gene shares the advice he’d give new limited investors or passive partners
Tue, 20 April 2021
Mike Conlon is CEO and majority owner of Affordable Communities Group (ACG), LLC based in Cary, NC. ACG currently owns 22 manufactured home communities totaling 4,000+ spaces in Alabama, Georgia, Florida, Maryland, North Carolina, Ohio, and West Virginia with a market value exceeding $110 million. Mike has also bought, rehabbed, and sold 20 mobile home parks during the last 11 years for profits exceeding $15 million.
Prior to ACG, Mike owned Southeast Financial, LLC based in Orlando, Fl from 2002-06. At Southeast, Mike and his team bought, rehabbed, and subsequently sold 10 affordable apartment complexes, resulting in over $5 million of profits.
In the 1990s, Mike grew a financial planning broker-dealer from $1.2 million in gross revenue to over $40 million in five years and sold it to a large national insurance company. Mike also owned a financial planning practice that he grew to over $100 million in assets before selling in 2002. Mike received his law degree from the U. of Minnesota in 1990. Mike published his first book in January 2015 called Unconventional Wealth, which is available on Amazon.com. He also co-authored a book in September 2014 with sales guru Brian Tracy called Transform. Mike has been featured on ABC, CBS, CNN, CNBC, Fox, NBC, and The Wall Street Journal.
Mike is a current member of the Board of Directors at the Wake Tech Foundation and the Housing Authority of Wake County.
“If you buy it right, you make your money at purchase. If buy it right, you can always get out of it if it doesn’t work out for you and not take a significant hit.”
“If you’re newer to the business, and you have a limited amount of capital, the opportunity is in that 40-90 space park. You’re not going to run into the competition of the big boys because nobody really wants less than 100 if they don’t have to. So, that’s where to start.”
1:47- Mike shares his background and how he got into the real estate space
5:16- Mike tells how his business has evolved in the past 5 years
7:23- Mike talks about his preferred markets
12:37- Mike shares the biggest mistakes made on the operations side
19:12- Mike talks about used homes vs new homes
22:42- Mike tells how he adapted to the pandemic within his business
29:43- Mike shares his most challenging deal and how he handled it
Tue, 13 April 2021
Tom Burns is a surgeon and Real Estate Investment Expert.
Tom is an orthopedic surgeon in Austin, Texas. He is a graduate of the University of Texas at Austin and Southwestern Medical School in Dallas. He received sports medicine training at the prestigious Steadman Hawkins Fellowship in Vail, Colorado and he is a physician for the United States Ski Team. He has over 25 years of real estate experience, both locally and internationally, involving acquisition, development, and management of multifamily, student housing, land, manufactured housing, and medical office projects.
In addition to his real estate experience, he has co-founded, managed, and sold a free-standing, full-service hospital. Tom was a member of the Forbes Real Estate Council and is listed in the acknowledgment section of Robert Kiyosaki’s book, Rich Dad Poor Dad. He is frequently featured in nationally circulated print articles and popular real estate-oriented podcasts and has spoken to thousands of fellow physicians about how to achieve financial independence.
“HUD is very nice once you get it put together. In fact, you get 40 years and 20 months of fixed-rate, because you can get 20 months of construction financing.”
“Go work for someone that’s doing it and find out if you really like it, and you start learning there because it’s a big learning curve. Sometimes I go to bed at night and wish I could just buy something finished and cash flow it like the old days. But it’s got its rewards. It does feel good to take a piece of dirt and have a big hit.”
1:42- Tom talks about his background and how he found his way into real estate
6:00- Tom talks about the first properties he bought
10:34- Tom shares what his real estate business looks like today
16:36- Tom talks about his big challenges and how he overcame them
19:30- Tom talks about downward impacts as a result of the pandemic
22:54- Tom shares his most challenging deal and how he handled it
Tue, 6 April 2021
Donna Serdula is the creator of LinkedIn-Makeover.com and one of the most sought out LinkedIn experts.
Donna pioneered the concept of LinkedIn profile optimization and is the author of LinkedIn Profile Optimization for Dummies. Through her Website, LinkedIn-Makeover.com, Donna and her team of over 20 writers, help thousands of LinkedIn users strategically write their profile in order to engage with their audience and grow their brand.
Donna is an in-demand speaker throughout the US and she has been featured on Business Insider, Time’s Money Section, Wall Street Journal’s Market Watch, LA Times, NBC, SiriusXM Radio’s the Focus Group and many other news outlets.
“If you can organically work those keywords into your content, into your narrative, that’s when you’re really going to see that trifecta. You’re going to start seeing yourself popping up.”
“You want to make sure that your profile is relatively fresh. So, if you haven’t updated it in 3 months, in 6 months, in 3 years, you want to make sure that you update your profile because that shows LinkedIn that you’re paying attention to your brand and it’s fresh. It’s not stale.”
1:43- Donna shares her background and how she became a LinkedIn expert
5:56- Donna gives insight as to how the LinkedIn algorithm works and LinkedIn Live
9:53- Donna gives tips on what to be focused on with optimizing your LinkedIn profile
15:47- Donna shares her LinkedIn hacks
19:57- Donne gives advice for the person that gets overwhelmed by LinkedIn