The Invest Clearly Podcast

In this conversation, Nathan Jameson, founder of ARX's Capital, shares his journey in real estate, emphasizing the importance of personal investment and transparency with limited partners. He discusses his investment philosophy, the significance of communication during challenges, and the need for a shift in the accredited investor criteria to allow broader access to investment opportunities. Nathan highlights the value of integrity and personal connections in the investment space, advocating for a more thoughtful approach to passive investing.00:00 Introduction 01:09 Journey into Real Estate02:31 Starting ARX Capital and Investment Strategies03:58 Hands-On Investment Approach04:15 Lessons from the Great Recession07:32 Importance of Personal Connections in Investments12:31 Communicating with LPs During Challenges21:47 Investment Philosophy and Market Observations24:05 Future Investment Opportunities and Strategies26:02 Final ThoughtsConnect with Nathan: https://www.linkedin.com/in/nathan-jameson/ Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, Ron Moore shares his extensive background in investing, starting from his teenage years in finance to his current role in the hospitality industry. He discusses the importance of understanding risk in passive investing, particularly in real estate syndication, and emphasizes the need for due diligence and operator evaluation. Moore provides valuable insights for new investors, urging them to ask questions and educate themselves about the investment landscape. He also critiques the narrative comparing stocks and real estate syndication, advocating for clearer distinctions and better education on investment options.Time stamps:00:00 Introduction04:49 Diving into Risk and Reward in Passive Investing08:32 Evaluating Operators and Market Conditions18:28 Lessons Learned and Advice for New Investors21:54 What Needs to Change in Passive Investing27:56 Conclusion and Final ThoughtsFollow Ron: https://www.linkedin.com/in/ron-moore-97ab3252/Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, John Albert Rubino shares his journey from a naval aviator to a successful real estate investor. He discusses the importance of leveraging relationships, particularly with family and friends, in building his investment firm. John emphasizes the significance of constant communication with investors, especially during challenging times like the COVID-19 pandemic. He highlights the need for experienced sponsors and the importance of transparency in investor relations. Looking ahead, John expresses excitement about new opportunities in real estate, particularly with the permanent establishment of the Opportunity Zone program.00:00 Intro01:51 Early Investments and Growth04:43 Building Relationships and Raising Capital08:09 Balancing Military Life and Business10:34 Communicating Risk and Handling Challenges21:29 Sponsor Accountability and Investor Relations25:24 Future Opportunities and Exciting Developments29:47 Contact InformationConnect with John: https://www.linkedin.com/in/johnarubino1975/ Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, Pat Zingarella interviews Aleksey Chernobelskiy, who shares his journey from working in institutional real estate to launching GPLP Match, a platform connecting general partners (GPs) and limited partners (LPs). Aleksey discusses the challenges in the GPLP marketplace, common mistakes made by new investors, and the importance of due diligence. He also highlights trends in investment preferences, particularly among family offices and emerging managers, and emphasizes the need for alignment between sponsors and investors. 00:00 Intro 00:45 Leaving Institutional Real Estate for Entrepreneurship 01:44 When the Strategy Breaks: Pivoting to LP Consulting 02:42 Why GPLP Match Had to Exist 06:22 What LPs Really Want Today 14:34 The Costly Mistakes New Investors Keep Making 25:00 Why the Sponsor Matters More Than the Deal 28:39 Final Takeaways + How to Connect Follow Aleksey: https://www.linkedin.com/in/chernobelskiy/Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

Clint Harris, a general partner at Nomad Capital, transitioned from medical device sales to real estate investing, focusing on converting big-box retailers to climate-controlled self-storage. He discusses the crucial role of trust and transparent communication with investors, especially during market fluctuations. Clint highlights the challenges of conversion projects and the importance of aligning investor goals with long-term visions. He emphasizes the need to select resilient operators and shares insights on self-storage demand driven by millennial trends.

In this conversation, Terence Critchlow shares his journey as a passive investor in real estate, discussing his portfolio, investment strategies, and the importance of education for limited partners (LPs). He emphasizes the need for investors to thoroughly vet operators and understand their investment thesis. Terence also highlights common mistakes made by new investors and introduces his passion project, MBC, aimed at raising awareness about alternative investment opportunities beyond traditional stock markets.00:00 Introduction 00:53 Investment Journey01:53 Current Investment Focus02:38 Portfolio Breakdown04:26 Finding Investment Opportunities06:08 Investment Preferences and Strategies10:50 Vetting Sponsors16:01 Common Mistakes by New Investors19:51 Educational Resources for LPs22:37 Terence’s Investment Thesis23:26 Conclusion and Contact InformationFollow Terence: https://www.linkedin.com/in/critchlow/Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, AJ Osborne shares his extensive experience in the self-storage industry, emphasizing the importance of trust and transparency in investor relations. He discusses how personal experiences, particularly a life-altering health crisis, have shaped his approach to communication and risk management. AJ highlights the need for clear, concise communication with investors, especially during market fluctuations, and stresses the importance of aligning investor expectations with business goals. He also addresses misconceptions in passive investing and the need for integrity in financial reporting. 00:00 Intro 00:51 AJ’s Background 01:16 Growing a Self-Storage Empire 03:56 Trust & Transparency 09:24 Communicating Mistakes 17:02 Market Challenges 18:46 Health & Humility 22:54 Rethinking Risk 28:11 Long-Term Investing 32:18 Earning Investor Trust 35:44 Passive Investing Myths 39:46 Closing & ContactConnect with AJ Osborne: https://www.linkedin.com/in/aj-osborne/ Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, Daniel Del Real shares his extensive experience in real estate investing, discussing the transition from active to passive investing, the importance of understanding operators, and the lessons learned from both successes and failures. He emphasizes the significance of diversification, control over investments, and the mindset shifts necessary for moving from a seven-figure to an eight-figure net worth. Daniel also highlights the importance of consistency in investing and the need to avoid group think when making investment decisions. 00:00 Intro 00:59 Getting Started in Real Estate 03:46 Early Challenges & Lessons 06:04 From Active to Passive Investing 07:36 How He Manages Risk 13:51 Why You Should Stay Active 17:22 How to Vet Operators 18:00 What to Ask Before Partnering 21:03 Why Operator Experience Matters 21:22 $2M Lessons Learned 24:27 Millionaire Mindset Shifts 28:38 Staying Consistent with Investing 31:05 Wrap-Up & Where to Find DanielConnect with Daniel: https://www.instagram.com/daniel_del_real_/?hl=en Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this episode, industrial investor Judd Dunning joins to share the real playbook for navigating tough conversations with investors. We unpack how to balance good news with bad news, how to stay transparent without creating panic, and how trust is built (or lost) in moments of uncertainty.Whether you’re an LP, GP, or somewhere in between, this conversation is a masterclass in investor communication, reputation management, and what it means to lead with integrity in the private markets.00:00 Intro02:14 Journey in Real Estate and Industrial Sale Leasebacks05:07 Simplifying Complex Deal Structures for Investors10:22 Navigating Market Changes and Investor Communication22:35 Building Trust with High Net Worth Investors26:48 Future PlansConnect with Judd: https://www.linkedin.com/in/judd-dunning/ Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.

In this conversation, Phil Boggia shares his journey from a career in federal law enforcement to becoming a full-time real estate investor. He discusses the lessons learned from his early investments, the importance of understanding cash flow versus equity, and how he evaluates sponsors and deals. Phil emphasizes the significance of building a network of trusted individuals in the investment community and shares insights on diversifying investment strategies across different asset classes. He also talks about his involvement with Accountable Equity and the unique culture of the organization. 00:00 Intro 01:05 From Law Enforcement to RE 02:26 Active to LP 03:35 Portfolio & Performance 04:46 How He Screens Sponsors 11:07 Living on LP Cash Flow 19:39 Joining Accountable Equity 23:49 Wrap & ContactConnect with Phil: https://www.linkedin.com/in/phil-boggia-38a284278/ Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.