8.3K
Downloads
178
Episodes
We are here to learn about real stories from our guest experience in real estate. Not every property is a great one. Every investment in real estate isn't perfect. Hear the challenges we went through so you can avoid the same mistake!
Episodes
Friday Oct 22, 2021
Friday Oct 22, 2021
Welcome to Real Estate (Un)Success Stories. Join your host Cody Lewis as discusses with Veena Jetti about how she integrated systems reform in the real estate business, the challenges faced in pursuit of a smooth operation, and the deeper understanding of customer experience upon integration of these systems.
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.
Main Takeaways
- Targeting Smooth Transitions in Systems Reform
- Creating Solid Systems towards Automation
Connect with Veena
https://vivefunds.com
https://twitter.com/veenajetti
https://www.instagram.com/veenajetti/
LEAVE A REVIEW + help someone hear the challenges we went through so they can avoid the same mistake by sharing this episode or listen to our previous episodes.
Check out our website https://www.venduecapital.com/
Connect with Cody on LinkedIn: https://www.linkedin.com/in/jcodylewis/
Don't forget to subscribe and leave a 5-star review!
Wednesday Oct 20, 2021
Wednesday Oct 20, 2021
Welcome to Real Estate (Un)Success Stories. Join your host Cody Lewis as he talks with Larry Pendleton Jr., a CPA for over 8 years already with experience in dtax consulting & preparation, accounting, and financial statement auditing. He brings over 6 years of real estate experience as a multifamily investor involved in syndications, joint ventures, asset management, tax strategies, investor relations and underwriting.
Larry is the Co-Founder and Senior Partner of PC Financial Services LLC. Being real estate investors themselves, Larry and his partner, Terreon Conyers, add value to other professionals in real estate by implementing tips and strategies to help maximize their clients' tax benefits.
He holds key finance and accounting positions and advises for several multi-million-dollar real estate investment firms. He adds value by implementing the same tax strategies that he recommends to his clients in order to maximize investors' returns. Most importantly, Larry is married to his beautiful wife, Whitney, and the proud father of their 2 handsome sons, Larry III and Wesley.
Main Takeaways
- The value of investing in a good real estate team
- Balancing real estate investing and a full-time job
- How to cultivate a long-term vision in real estate investing
Connect with Larry
1-757-535-8592
larry@nextlevelinvestmentsva.com
https://www.linkedin.com/in/larry-pendleton-jr-cpa-msa-493aa249/
https://linqapp.com/larrypendletoncpa
https://www.facebook.com/profile.php?id=100012395678547
LEAVE A REVIEW + help someone hear the challenges we went through so they can avoid the same mistake by sharing this episode or listen to our previous episodes.
Check out our website https://www.venduecapital.com/
Connect with Cody on LinkedIn: https://www.linkedin.com/in/jcodylewis/
Don't forget to subscribe and leave a 5-star review!
Monday Oct 18, 2021
Monday Oct 18, 2021
Welcome to Real Estate (Un)Success Stories. Join your host Cody Lewis as he talks with John Casmon about the difficulties of working in the corporate world and the lack of control that comes with it. With his years of experience, he also shares the principles in recognizing red flags in partnerships plus the right questions to ask about our partners.
John Casmon launched Casmon Capital Group to help busy professionals invest in real estate without taking on a second job. We've helped families invest in close to $90M in multifamily apartments to create passive income, reduce their tax obligation, and foster generational wealth. John hosts the Target Market Insights: Multifamily + Marketing podcast. In addition, he is the co-founder of the Midwest Real Estate Networking Summit. As a former marketing executive, John oversaw marketing campaigns for General Motors, PepsiCo, and MillerCoors.
His wife, Geetika Casmon, is a finance professional, auditor, and Certified Public Accountant. She has a background in leading financial audits and process improvements in the automotive, manufacturing, and banking industries. In addition, she helps organize the Chicago Multifamily Club monthly meetings.
His senior advisor is Joe Fairless, who controls over $1 billion in apartment communities across the U.S. He consults hundreds of investors and is the host of the popular show, "Best Real Estate Investing Advice Ever."
We are located in Cincinnati, Ohio, helping everyday professionals invest in apartments in emerging and stable Midwest markets and select parts of the Southeast region. To learn more, download our sample deal or set up a brief exploratory call today.
Main Takeaways
- Limitations of Control in the Corporate World
- Recognizing the Red Flags in Partnerships
Connect with John
https://www.casmoncapital.com
LEAVE A REVIEW + help someone hear the challenges we went through so they can avoid the same mistake by sharing this episode or listen to our previous episodes.
Check out our website https://www.venduecapital.com/
Friday Oct 15, 2021
Friday Oct 15, 2021
Welcome to Real Estate (Un)Success Stories. Join your host Cody Lewis as he talks with Adam Gilbert, a third-generation resident of Palm Springs and an entrepreneur involved in various fields related to real estate. Adam began his career as a civil litigation attorney and quickly found his passion for real estate focusing his skills on Sales and Development.
As a principal and President of The Firm Commercial, Adam leads a team of dedicated agents with offices in Palm Springs & Palm Desert, CA, specializing in: commercial real estate sales, leasing, land acquisition, development, government relations and value-added entitlement deals.
As a principal of Gilbert Avriette Vacation Rentals, Inc., Adam managed 35+ vacation rentals throughout the Coachella Valley. Gilbert Avriette Vacation Rentals was acquired by Turnkey Vacation Rentals in June 2018. Adam also works as a real estate development consultant advising on development projects from land acquisition, entitlement and build-out throughout the Coachella Valley.
Main Takeaways
- What to consider in a cannabis real estate deal
- The power of perseverance
- The reality about social media
Connect with Adam
Adam@TheFirmCommercial.com
http://adamgilbertesq.com
https://www.thefirmcommercial.com
https://www.linkedin.com/in/amgilbert/
https://www.instagram.com/adamgilbert13
https://twitter.com/adamgilbert13
LEAVE A REVIEW + help someone hear the challenges we went through so they can avoid the same mistake by sharing this episode or listen to our previous episodes.
Check out our website https://www.venduecapital.com/
Connect with Cody on LinkedIn: https://www.linkedin.com/in/jcodylewis/
Monday Oct 11, 2021
Monday Oct 11, 2021
Welcome to Real Estate (Un)Success Stories. Join your host Cody Lewis and his guest, Mike Woodfield, as they discuss the significance of considering even the tiniest details about the real estate business, the ideal practice in making decisions, and determining the risk factors in the market.
Mike got his multifamily experience from working for a small firm located in Austin Texas. Over the course of 5 years Mike oversaw the operations, asset management and construction management of nearly 5,000 apartment units totaling $300,000,000 in total assets under ownership. During that time Mike oversaw the renovation of 2,500 multifamily units totaling $30,000,000 in improvements which created millions in value-add.
Since co-founding Obsidian Capital. Mike has participated in the acquisition, asset management and renovations of 1000 apartment units.
Mike has a BA in Public Relations from Utah State University, experience in executing turnarounds for under performing assets and over seven years of operation and marketing experience across multiple industries.
Main Takeaways
- Falling Down and Hitting Every Branch of the Tree
- Caveat to Missing the Details
Connect with Mike
https://www.obsidiancapitalco.com
Mike@obsidiancapitalco.com
LEAVE A REVIEW + help someone hear the challenges we went through so they can avoid the same mistake by sharing this episode or listen to our previous episodes.
Check out our website https://www.venduecapital.com/
Connect with Cody on LinkedIn: https://www.linkedin.com/in/jcodylewis/
Don't forget to subscribe and leave a 5-star review!
Friday Oct 08, 2021
Friday Oct 08, 2021
Welcome to Real Estate (Un)Success Stories. Join your host Cody Lewis as he talks with Jeremy Goodrich about insurance in the context of the real estate industry. He tells us why all investors should insure their properties and gives away tips to determine if the policy they got will really cover what they expect to be covered.
Jeremy owns Shine Insurance Agency with his wife, McKenzie. He’s a teacher at heart and he simplifies insurance by giving step by step guidance along the way. Before Shine, he was an elementary school teacher, helping countless kids fall in love with art, math, science, and writing. Former students remember learning to play hockey in gym class, opening epic businesses in a virtual world called The Businesses Project, and learning to use a sewing machine.
After 13 years of teaching, he decided it was time to change the way people feel about insurance. Jeremy carried the heart of an educator over and he's been making insurance simple for first time home buyers and real estate investors even since.
Most days, Jeremy can be found helping real estate investors by shooting them ball parks, reviewing their policies, and making insurance work for their bottom line. He's also the host of a Multifamily Real Estate Podcast, and the host of Youtube's #1 most watched independent insurance agency channel.
Main Takeaways
- Why get an insurance for your properties
- How to tell if you have the right insurance for your properties
- What you should think about when it comes to insurance in real estate
Connect with Jeremy
https://www.shineinsurance.com/
https://www.linkedin.com/in/reiinsuranceguy
jeremy@shineinsurance.com
LEAVE A REVIEW + help someone hear the challenges we went through so they can avoid the same mistake by sharing this episode or listen to our previous episodes.
Check out our website https://www.venduecapital.com/
Connect with Cody on LinkedIn: https://www.linkedin.com/in/jcodylewis/
Don't forget to subscribe and leave a 5-star review!
Wednesday Oct 06, 2021
Wednesday Oct 06, 2021
Welcome to Real Estate (Un)Success Stories. Join your host Cody Lewis as discusses with J Scott about finding the right partners in the real estate business - the indicators of a good and a bad partner, the importance of discussing the vision, and why we shouldn’t look for a partner with similar attributes as ours.
J Scott (he goes by "J") is an entrepreneur, investor, advisor, author. An engineer and business guy by education, J spent much of his early career in Silicon Valley (California), where he held management positions at several Fortune 500 companies, including Microsoft and eBay.
In 2008, J and his wife Carol quit their corporate jobs, moved back East, got married, started a family and decided to focus on real estate and investing. In the past twelve years, they have bought, built, rehabbed, sold, lent-on and held over $70M in property all around the country. J is also a strategic advisor and mentor to several companies, business owners and entrepreneurs.
J is partner at Bar Down Investments, focusing on purchasing and repositioning large multifamily project. He is the former host of the top-rated BiggerPockets Business Podcast and is the author of four books on real estate investing, including the best-selling, The Book on Flipping Houses. His books have sold over 300,000 copies in the past six years and have helped investors from around the world get their start with real estate.
J and his family currently live in Sarasota, FL. J can be reached at j@jscott.com and you can connect with him at www.ConnectWithJScott.com.
Main Takeaways
- Shifting Focus Towards the Business Perspective
- The Criteria for Finding an Ideal Partner
Connect with J
http://www.connectwithjscott.com/
https://instagram.com/jscottinvestor
https://facebook.com/jscottinvestor
https://www.linkedin.com/in/jscottinvestor/
LEAVE A REVIEW + help someone hear the challenges we went through so they can avoid the same mistake by sharing this episode or listen to our previous episodes.
Tuesday Oct 05, 2021
Tuesday Oct 05, 2021
Welcome to Real Estate (Un)Success Stories. Join your host Cody Lewis as he talks with Logan Freeman on how powerful a change in mindset can be. Logan went through so many hardships in his personal life and professional career from getting cut in the NFL to getting fired in his job. These hardships though didn’t deter him from striving for success. He shared the story of how he learned to shape his mindset in “classroom on wheels.”
Logan Freeman is key principal, co-founder, and Chief Development Officer of FTW Investments. Mr. Freeman oversees the company’s acquisitions and investment strategies. He also personally selects all key investment markets and asset classes to meet the goals of investors.
Mr. Freeman brings to the company over six years of real estate investing experience. Prior to FTW Investments, Mr. Freeman was the Director of Acquisitions for a fund where he originated the concept, developed the operating plan, and created the company’s products worth over $50M. He also acquired over 225 doors in little over a year and completed a portfolio refinance, returning all of the investors capital as well as maintaining positive cash flow.
Prior to working with the real estate investment group, Mr. Freeman worked as a director of sales for Service Management Group. This position involved working with startup, medium sized service, and consulting companies in and around Kansas City.
Prior to his entrepreneurial activities, Logan was an All-American collegiate football athlete at the University of Central Missouri, where he graduated from in 2013. After his final season in college he was picked up as an undrafted free agent by the Oakland Raiders.
Main Takeaways
- Automate. Delegate
- The 5 Commandments of Business
Connect with Logan
https://www.linkedin.com/in/livefreeinvestments
logan@ftwinvestmentsllc.com
LEAVE A REVIEW + help someone hear the challenges we went through so they can avoid the same mistake by sharing this episode or listen to our previous episodes.
Check out our website https://www.venduecapital.com/
Connect with Cody on LinkedIn: https://www.linkedin.com/in/jcodylewis/
Don't forget to subscribe and leave a 5-star review!
Monday Oct 04, 2021
Monday Oct 04, 2021
Welcome to Real Estate (Un)Success Stories. Join your host Cody Lewis as he talks with Dave Allred on valuing opportunities, considerations in attaining financial freedom, and the value of sheer determination over motivation in attracting bigger goals.
Dave launched a highly successful 17 year career with Vivint, the nation’s largest smart home security company, where he served 8 years as a regional Vice President of Sales followed by 3 years with sister company Vivint Solar where he’s led over 100 sales teams across the country contributing to both companies eventually going public with multi-billion dollar valuations.
Dave now consults several small to medium size high growth businesses across the country helping increase profitability and expand their businesses through executive business consulting. Dave also created his unique “Lifestyle Design” program focused on living life fully with freedom and purpose. Creating value and inspiring others is his life purpose, and over the last two decades Dave has mentored and lead thousands of others to optimize their results and level up. Along with his wife and 4 young children, Dave recently launched the Allred Family Foundation which focuses on giving back to multiple humanitarian causes.
Dave first started investing in real estate 18 years ago and has since scaled his business into an impressive portfolio of multifamily and commercial real estate across the country. His extensive experience includes single family, multifamily, joint ventures, hard money lending, equity and debt sourcing, self storage, senior housing, flips, land acquisition and entitlement, distressed acquisitions, inline retail, syndications, and fund management.
At age 30, Dave committed to building a portfolio with ownership in 1,000 rental doors by age 40. Having executed this goal, he’s now launched Axia Partners, a real estate fund focused on creating wealth through recession resilient passive income. His passion lies in helping inspire others to gain financial freedom through lifestyle investing, all things high adventure, and living life all in.
Main Takeaways
- Being Comfortable with the Uncomfortable
- How Dedication Trumps Motivation
Connect with Dave
Dave@axiapartners.com
Axiapartners.com
801-362-6386
https://www.instagram.com/daveallred/?hl=en
LEAVE A REVIEW + help someone hear the challenges we went through so they can avoid the same mistake by sharing this episode or listen to our previous episodes.
Check out our website https://www.venduecapital.com/
Connect with Cody on LinkedIn: https://www.linkedin.com/in/jcodylewis/
Don't forget to subscribe and leave a 5-star review!
Friday Oct 01, 2021
Friday Oct 01, 2021
Welcome to Real Estate (Un)Success Stories. Join your host Cody Lewis as he talks with Reid Bennett about the importance of providing value to the people you work with in real estate. He talks about the lessons he learned after dealing with the ’08 crash and why as a broker or an investor, you have to be careful when you take your foot off the gas. Reid also shares his thoughts about the right amount of communication you should have with a broker.
Reid Bennett, CCIM serves as National Council Chair of Multifamily Properties for SVN International and a Senior Vice President for SVN - Chicago Commercial. As a licensed managing broker, he focuses primarily on the sale of apartment communities across the Midwest and also teams up with members of his council to serve clients across the country in over 150 markets. Reid prides himself on understanding the nuances and analysis of multiple unit apartment dwellings & low-income Section 8 & Section 42 communities.
Main Takeaways
- Real Estate is a Failure Game, But Your Wins Are Enough
- Providing Value and Building Relationships
Connect with Reid
https://www.linkedin.com/in/reidbennettccim/
reid.bennett@svn.com
773-251-7342
LEAVE A REVIEW + help someone hear the challenges we went through so they can avoid the same mistake by sharing this episode or listen to our previous episodes.
Check out our website https://www.venduecapital.com/
Connect with Cody on LinkedIn: https://www.linkedin.com/in/jcodylewis/
Don't forget to subscribe and leave a 5-star review!