Real Wealth Real Health

Zach Roesinger explains why CRE brokers are so important and dispels some common misconceptions about his work.

Many real estate investors don’t even think about the role brokers play in the commercial real estate process, but a great broker can mean the difference between a solid, properly vetted deal, and one that falls apart at the finish line. In this episode, Zach Roesinger shares an inside look at the role CRE brokers play in the industry, discussing topics like the fiduciary duty of brokers, the importance of integrity and relationship building, and the licensing process for all brokers. Zach also describes the process of becoming a successful CRE broker and offers advice to listeners who are interested in exploring this career.

Zach Roesinger is the Co-Founder of the CRE Pro Course, and is the Director of Real Estate Acquisition and Development at Galvanized Holdings, LLC. He specializes in opportunity zone real estate acquisition, entitlement and zoning, and construction management of new build projects, as well as 1031-Exchange consulting and third-party capital placement in quick service restaurants and franchised businesses by providing risk-adjusted returns to investors. As a sales leader for Trulia and Zillow, Zach “cut his teeth” outbound cold calling ( >250 calls/day), closing large deals with some of the largest brokerages and real estate teams in the United States.

Key Insights:

• Commercial real estate licenses
• How to break into commercial real estate brokerage
• To list or not to list a commercial property
• Why integrity matters for brokers
• Becoming an expert on different property types
• The one-to-many mentality

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Guest Bio:

Zach Roesinger is the Director of Real Estate Acquisition and Development at Galvanized Holdings, LLC. He specializes in opportunity zone real estate acquisition, entitlement and zoning, and construction management of new build projects, as well as 1031-Exchange consulting and third-party capital placement in quick service restaurants and franchised businesses by providing risk-adjusted returns to investors.

Zach has traveled to over 100 countries and worked on 5 continents for companies like LVMH, Newmark Knight, Cloudera, and Montegra Capital. As a sales leader for Trulia and Zillow, Zach “cut his teeth” outbound cold calling ( >250 calls/day), closing large deals with some of the largest brokerages and real estate teams in the US. A polyglot who is fluent in Spanish and Portuguese, Zach has built sales teams that leveraged automation and proven sales techniques, teaching heavy hitters to focus their efforts on out-of-the-box solutions to complex commercial real estate deals to provide their customers and clients with unparalleled sales experiences.

Resources:

Real Wealth Real Health

Alpha Investing

podcast@alphai.com

CRE Pro Course

Connect with Zach on LinkedIn

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Alpha Investing Principals Fark Tari, CEO, Daniel Cocca, Managing Director, Anne Lin, VP of Underwriting, and AdaPia d’Errico, VP of Strategy, host a live discussion about changing market conditions, actions taken to position the firm’s investments during the pandemic, and how they are considering future opportunities.

In this episode, we both broadly and specifically address the questions and topics that are top of mind both for Alpha Investing and its investors. Prevalent themes of the episode are centered around:

– The current macroeconomic environment – with rising rates and inflation top of mind.

– How the firm positioned itself during COVID-19, with an overview of our multifamily, senior housing and single-family rental portfolios

– How the firm is looking forward to the types of assets markets and strategies that will make sense in a changed economic environment.

Alpha Investing is a private equity real estate firm led by a diverse leadership team with a track record of completing over 50 transactions across 20 states and 7 different asset types. Alpha emphasizes downside protection and capital preservation, operational excellence, and risk-adjusted returns for its network of investors.

Key Insights:

• Alpha’s pandemic strategy
• COVID-19 winners and losers
• Macro factors affecting real estate
• Cap rate compression
• Is a recession imminent?
• SFR as a compelling asset type and strategy

Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:

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Resources:

Real Wealth Real Health

Alpha Investing

podcast@alphai.com 

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Robin Binkley of Real Equity Investment Partners shares the biggest lessons she’s learned through real estate investing in Belize.

When Robin Binkley fell in love with the country of Belize, she decided to start investing in properties that would deliver strong returns while also giving back to the community. In this episode, Robin discusses her experience with investing internationally and breaks down the similarities and differences between investing in Belize and in the U.S.. She also offers advice to anyone who’s interested in expanding their portfolio to include international real estate, and she shares how she’s discovered a new “why” at different points in her investment journey.

Robin Binkley is the co-founder of Real Equity Investment Partners. After almost 30 years of working in healthcare, Robin made her first real estate investment in 2018 and since then has dove head first into single family homes, multifamily syndication, international acquisitions, developments, and other passive income generating assets. She’s a full-time real estate investor with a desire to make positive change in the world for women, with efforts including finance and money management education.

Key Insights:

• Getting started with real estate investing
• How to find the right team and investment partners
• Investing in Belize vs. investing in the U.S.
• Finding your “why” for different investments
• The value of waterfront property
• How to start investing internationally

Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:

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Guest Bio:

Robin Binkley is the co-founder of Real Equity Investment Partners. Robin has a diverse background in healthcare administration after spending 24 years working as a nursing home administrator and in the healthcare field for almost 30 years. Robin’s passion for real estate was realized in the early 1990s, but it was not until in 2018 that Robin made her first real estate investment. Although her time with REITs has been brief, Robin has dove head first into single family homes, multifamily syndication, international acquisitions, developments, and other passive income generating assets.She has additionally founded many other businesses including Bink Holding, LLC, Community of HOUP, LLC. and ASK International, LLC.

Today, Robin is a professional real estate investor with a desire to make positive change in the world for women. She aspires to assist women in learning about financial education and money management in the United States and abroad. She is motivated, inspired, and loves sharing her vision with others. It is her greatest desire for women and others to gain financial independence and freedom.

Resources:

Real Wealth Real Health

Alpha Investing

podcast@alphai.com

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A seasoned investor and innovator, Janine Firpo explains how values-aligned investing can help us spark change and build community.

Janine Firpo understands that wealth is one of our most powerful tools for living out our values in a way that makes an impact. In this episode, Janine explains how values-aligned investing can apply to every part of your portfolio, far beyond ESG funds and philanthropy. She also discusses the importance of having honest conversations about money with the people around you, and she shares her perspective on the way values-aligned investing impacts the real estate sector.

Janine Firpo has a long history of values-aligned investing and working at the intersection of women and money. Janine has worked at Apple, Hewlett-Packard, the World Bank, and the Bill & Melinda Gates Foundation, before leaving her career in technology to focus on helping women create change through their investments. She’s the author of Activate Your Money, co-founder of Invest for Better, and a lead investor in Next Wave Impact, a fund designed to help more women become angel investors.

Key Insights:

• The limitations of ESG
• How to evaluate investments
• Investing is like a cake
• The value of talking about money
• Values-aligned investing in real estate

Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:

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Guest Bio:

Janine Firpo is a seasoned values-aligned investor and social innovator, with a long history of working at the intersection of women and their money. From the early years of Apple Computer to senior positions with Hewlett-Packard, the World Bank, and the Bill & Melinda Gates Foundation, Janine has always found herself making an impact. In 2017 she left a successful 35-year career in technology and international development to focus on how women can create a more just and equitable society through their financial investments. Her book, Activate Your Money: Invest to Grow Your Wealth and Build a Better World, was a collaborative effort with almost 150 women.

Janine walks her talk. She is taking action to move all her own assets into investments she feels good about and is watching them grow with market-rate returns. In 2021, she joined forces with Ellen Remmer to co-found Invest for Better. Janine is also a lead investor in Next Wave Impact, an impact fund designed to help more women become angel investors. And, she chairs the board of Zebras Unite, an organization that is developing the capital structures, community, and culture that non-unicorn start-up businesses need to thrive.

Resources:

Real Wealth Real Health

Alpha Investing

podcast@alphai.com

Activate Your Money

Invest for Better

Connect with Janine on LinkedIn

Follow Janine on Twitter

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After more than 20 years of working with C-suite leaders in Fortune 500 firms, Damon D’Amore explains how pragmatism and optimism work best when paired together.

Damon D’Amore recognizes that every one of us is on our own hero’s journey, and he’s dedicated to helping C-suite leaders progress on their journey with improved performance and the ability to effectively share their stories. In this episode, Damon breaks down a variety of concepts that he uses in his work and applies them to the way investors make decisions. He explains how a blend of pragmatism and optimism can make investors more confident and informed, allowing them to plan for storms while also knowing that every market change is temporary. He also discusses the importance of keeping your goals in mind when evaluating the risk of different investments.

Damon D’Amore has spent more than 20 years working directly with C-suite leaders in Fortune 500 firms, and half of his clients are women. His work focuses on psychological performance and storytelling to gain stakeholder advocacy. Damon also speaks internationally on legacy, personal development, resilience, mindset, and applying the lessons of entrepreneurship to corporate environments.

Key Insights:

• The hero’s journey for women
• How to evaluate risk
• The importance of keeping your goals in mind
• Commitment to daily self-improvement
• Expecting market changes

Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:

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Guest Bio:

Damon D’Amore has spent more than 20 years working directly with C-suite leaders in Fortune 500 firms. His work focuses on psychological performance and storytelling to gain stakeholder advocacy. Damon speaks internationally on legacy, personal development, resilience, mindset, and applying the lessons of entrepreneurship to corporate environments. Half of Damon’s clients are female leaders in the C-Suite.

Resources:

Real Wealth Real Health

Alpha Investing

podcast@alphai.com

Legacy Mentor

“How to be a Pragmatic Optimistic”

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From investment banking to venture investing to founding a fintech company, Tracy McWilliams shares how she’s fighting fragmentation to help investors find and evaluate startups.

Tracy McWilliams created Jaspy because she noticed an enormous gap between corporates and early stage companies. As the founder and CEO of Inspire Global Ventures and a former investment banker, Tracy is passionate about both investing and entrepreneurship and wants to simplify the investment process for people interested in funding startups. In this episode, Tracy breaks down the key factors that contribute to a successful startup, including criteria to look at when evaluating a potential investment. She also talks about the idea that anyone can be an entrepreneur, and she shares advice for founders who want to pivot but aren’t sure if the timing is right.

As the founder and CEO of Inspire Global Ventures, Tracy bridges her experience as an investment banker with a passion for entrepreneurship, knowledge of government entities, and advocacy of technologies that inspire breakthrough problem-solving. Most recently Tracy founded and launched the Jaspy technology platform, creating a new standard for people and corporations investing in private transactions.

Key Insights:

* The problem with early stage investing

* Careers are not linear

* Characteristics of a great entrepreneur

* How to pivot the right way

* Advice for investing in startups

Guest Bio:

Tracy McWilliams is an investor, board member and advisor to teams, technologies and firms that disrupt their industries. As the founder and CEO of Inspire Global Ventures, Tracy bridges her experience as an investment banker with a passion for entrepreneurship, knowledge of government entities, and advocacy of technologies that inspire breakthrough problem-solving. Most recently Tracy founded and launched the Jaspy technology platform, creating a new standard for people and corporations investing in private transactions.

As an investment banker, Tracy rapidly advanced inside of corporate financial services firms, financing debt and equity for corporates, government agencies and manufacturers. She was the founder of Heritage Capital, CEO of Heritage Advisory, and served as a banker at Kemper Securities before leading a private family trust. Tracy has invested in and advised a portfolio of 20+ companies in financial technology, real estate technology, artificial intelligence, and crowdfunding industries. Companies include: PayForward, Crowdstreet, Realty Mogul, Wavemaker Labs, Potrero Medical and PopID. Tracy invested in the seed round and served as an advisor to Random Forest Capital, which was purchased within 18 months from inception by Franklin Templeton.

She serves as an advisor and board member to numerous early stage founders and established the Early Stage Leadership Council to connect early stage companies with communities and governments where they operate. Tracy earned a bachelor’s degree in business finance from the University of Southern California.

Resources:

Real Wealth Real Health

Alpha Investing

[odcast@alphai.com

Inspire Global Ventures

Jaspy

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Hutch the Marine Investor shares how he’s transforming the lives of veterans by helping them build passive income through real estate investing.

Shelon “Hutch” Hutchinson started investing in real estate so he could have a passion project after retiring from the Marines, and he’s now helping other veterans do the same. Hutch is the owner and co-founder of H Squared Capital, a real estate investment firm that provides veterans with opportunities to invest in multifamily real estate syndications alongside high-net worth partners. In this episode, Hutch shares the unique and important work he’s doing to educate veterans, provide investment opportunities, and give back through non-profit organizations. He also shares advice for anyone who’s looking to get started as a multifamily investor.

Hutch is a Master Sergeant (E-8) in the United States Marine Corps who oversees 200 marines. Throughout his 21-year career, he has served in many leadership roles in Marine Corps aviation. He has been awarded several personal awards for his job performance and has created and led teams that performed effectively in training and combat operations. Hutch is also a successful real estate investor in both the single and multifamily spaces.

Key Insights:

• The unique financial situation for veterans
• Investing during a recession
• How to get started with multifamily investing
• Empowering veterans to invest
• Nature’s abundance versus the human concept of scarcity

Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:

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Guest Bio:

Shelon “Hutch The Marine Investor” Hutchinson is a Master Sergeant (E-8) in the United States Marine Corps. Throughout his 21-year career, he has served in many leadership roles in Marine Corps aviation. He has been awarded several personal awards for his job performance. He has created and led teams of various sizes that performed effectively in training and combat operations. Hutch has successfully executed over $2.4 million in single-family real estate transactions which include over $870k as a real estate agent (currently not active) and over $11 million in multifamily property acquisition. Hutch recently co-sponsored the acquisition of a 55-unit portfolio in Spartanburg, South Carolina, and a 167-unit apartment complex in Augusta Georgia.

Hutch is a member of the Professional Investor Guild in Pensacola, Florida, and a member of the Michael Blank Deal Maker Mastermind. Hutch has a Bachelor of Science in Aeronautics from Embry Riddle Aeronautical University.

Resources:

Real Wealth Real Health

Alpha Investing

podcast@alphai.com

H Squared Capital

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A $1 billion real estate operator stresses the importance of setting realistic expectations for investors in the current market.

Veena Jetti believes it’s always better to under promise and over deliver. She’s the founding partner of Vive Funds, a commercial real estate firm that specializes in curating conservative opportunities for investors. She has over a decade of real estate experience that includes founding real estate firms and acquiring and managing over $1 billion in real estate. In this episode, Veena talks through some of the current trends she’s seeing in the multifamily market, from low cap rates to rising construction costs to high prices on older properties. She explains the advantages of appropriate underwriting and choosing conservative investment opportunities over ones that promise overly high returns, and she shares some predictions about where the growing challenge of affordability in real estate might lead.

Veena Jetti is the founding partner of Vive Funds, and also a founding partner of Enzo Multifamily. Her professional expertise includes driving corporate strategy and business development opportunities. She has a finance degree from the University of Illinois at Chicago, and she’s a sought after speaker, panelist, and podcast guest.

Key Insights:

• Prioritizing the LP experience
• Investing in the Atlanta market
• Vive’s response to rising construction material and labor costs
• The need to reset investor expectations
• Affordability challenges in real estate

Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:

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Guest Bio:

Veena Jetti is the founding partner of Vive Funds, a unique commercial real estate firm that specializes in curating conservative opportunities for investors. Veena brings a dynamic perspective to targeting, acquiring, managing, and operating assets using best practices combined with cutting edge technologies. Her professional expertise includes driving corporate strategy and business development opportunities. After graduating from the University of Illinois at Chicago with a degree in Finance at 20 years old, she pursued her passion of real estate.

Veena, also a founding partner of Enzo Multifamily, has over a decade of real estate experience and over $1B+ in real estate assets over her career in both the startup world as well as the corporate world. Because of her diverse background, she is often a panelist and speaker for various podcasts, global conferences, and radio shows.

Resources:

Real Wealth Real Health

Alpha Investing

podcast@alphai.com

Vive Funds

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A career CEO, activist, and board expert shares the importance of women taking leadership roles as founders, on boards, and as investors.

Julie Castro Abrams is leading a movement of women who invest in women-led companies, and are transforming the venture landscape as a result. As the founder and CEO of How Women Lead, she’s devoted to getting more women on public and private boards, and as the Managing Partner at How Women Invest, she has created a unique VC firm where thousands of women are investing in other women-led companies – with groundbreaking results. In this episode, Julie shares her perspective on the progress being made toward diversity in venture and on corporate boards, the importance of a strong personal frame for oneself and others, taking empowered action in the face of injustice, the hierarchy of philanthropy, and the inspiring movement of women who are investing in other women founders who, in turn, are creating successful businesses across a broad spectrum of industries – from female-focused to AI-driven.

Julie is the founder and CEO of How Women Lead, a sought-after speaker, and a consultant who helps leaders achieve their growth and breakthrough goals. She’s also a philanthropist who created How Women Give and serves as the governance chair for the Women’s Funding Network. Julie has won many awards including the Jobs Genius Award, Morgan Stanley Innovation Award, Cisco Innovation in Technology, “Women Who Could Be President” League of Women Voters, Stevie Award for Best Non Profit Executive, Human Rights Award from the Commission on the Status of Women, the Women of Color Action Network, Leadership California and the Marin Women’s Hall of Fame in 2011.

Key Insights:

• The impact of your personal frame on your ability to succeed
• The growth and gains that result from board diversity
• The power of women investing in women-led companies
• Maimonides’ hierarchy of philanthropy and how it relates to investment

Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:

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Guest Bio:

Julie Castro Abrams is an expert on building boards that add a strategic advantage including proactive searches for women on corporate boards. An experienced CEO and sought-after speaker in entrepreneurship and how women lead, she is widely recognized because of her unique ability to connect people and facilitate rich conversations that make change happen. Julie partners with terrific CEOs to build high performance, multicultural teams, in particular boards that make organizations better. She has a successful consulting practice with leaders she admires to achieve their growth and breakthrough goals.

Julie’s commitment to justice and community are well known in her personal and professional endeavors. She serves as a leader on the boards of organizations focused on women and children, Latinos, economic development and the arts. Julie is a philanthropist who launched How Women Give and serves as the Governance Chair for the Women’s Funding Network. Thousands of new businesses attribute their launch and growth to her support which has resulted in millions toward the economic growth in communities. She is a leader in the country’s movement to build and fund start ups.

Julie has won many awards including the Jobs Genius Award, Morgan Stanley Innovation Award, Cisco Innovation in Technology, “Women Who Could Be President” League of Women Voters, Stevie Award for Best Non Profit Executive, Human Rights Award from the Commission on the Status of Women, the Women of Color Action Network, Leadership California and the Marin Women’s Hall of Fame in 2011.

Resources:

Real Wealth Real Health

Alpha Investing

podcast@alphai.com

How Women Invest

How Women Lead

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A leading macroeconomist explains how knowledge of economic cycles can help investors make better decisions at the right times.

Akhil Patel has been studying, writing and teaching about the most important economic cycle that most people don’t know about. He knows that real estate markets operate on an 18.6 year cycle, and he believes understanding that cycle can help people grow and protect their wealth. To kick off 2022, Akhil returns to the podcast for a conversation about our current real estate and stock market cycles, where we are in the cycle and whether we are tracking according to the 18.6 year cycle (we are), and he goes into some predictions for the coming year and practical ways that cycles should inform our investment decisions. This is a more in-depth conversation about Akhil’s and Property Sharemarket Economics’ work and follows on from the introductory conversation we had with Akhil at the beginning of 2021 (RWRH episode 21).

Akhil is a director at Property Share Economics and a leading expert on economic, financial, and property cycles. He has experience in audit, central government and international banking and also serves as a principal policy advisor to the European Bank for Reconstruction and Development. Throughout his career, Akhil has worked on a range of projects including reviewing large infrastructure public private partnerships and helping establish the UK’s £3 billion International Climate Fund.

Key Insights:

• How the real estate market operates on an 18.6 year cycle
• How smartphone technology shaped our current economic cycle
• The role of human behavior (fear and greed) in investing and cycles
• How the stock market and real estate market cycles interact
• The impact of migration to secondary and tertiary markets
• Advice for investors in our current cycle

Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors,investors, and members:

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Guest Bio:

Akhil became interested in economic cycles during his school years when he came across Henry George’s Progress and Poverty, which explained why economies go through periods of boom and bust. Later on, he witnessed the negative effects of not understanding economic cycles when his family’s business went through difficult periods during the major recessions in the early 1990s and during the global financial crisis after 2008. He became determined to develop a body of work that would help people – whether they were investors, business owners or those just interested in doing something with their savings to grow their wealth or manage their affairs through the course of these economic cycles.

Akhil has professional experience in audit, central government and international banking and has worked on a range of issues from reviewing large infrastructure public private partnerships (PPP) deals to helping establish the UK’s £3 billion International Climate Fund. He has two Masters Degrees (in Finance and Public Policy) and a first degree in the Classics from Oxford. He is also currently a principal policy advisor to the European Bank for Reconstruction and Development (EBRD).

Resources:

Real Wealth Real Health

Alpha Investing

podcast@alphai.com

Property Share Economics

Akhil’s first episode on Real Wealth Real Health

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