The Invest Clearly Podcast

In this conversation, Andrew Cushman shares his journey from chemical engineering to real estate, discussing the evolution of the market, the importance of transparency and consistency in building trust with investors, and how to navigate market changes. He emphasizes the need for thorough vetting of sponsors and deals, and the lessons learned from past mistakes in syndication. Andrew also highlights key questions LPs should ask before investing and addresses the misconceptions surrounding passive investing.00:00 Introduction01:37 Flipping Houses to Multifamily Investments03:15 Market Changes and Syndication06:41 Trust and Transparency with Investors16:10 Challenges and Lessons Learned25:35 Advice for Passive Investors33:40 Final ThoughtsConnect with Andrew:  https://www.linkedin.com/in/andrewcushmanvpa/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, Michael Tanner shares his extensive experience in the oil and gas industry, focusing on investment strategies, syndications, and the importance of due diligence. He discusses the significance of understanding fee structures, track records, and the impact of tax deductions on investments. Tanner also highlights the current trends in the oil and gas market, particularly in relation to rising interest rates and the challenges of underwriting in a fluctuating market. He emphasizes the need for LPs to be cautious and informed when investing in oil and gas, providing insights into effective risk management and the importance of consulting services.00:00 Intro01:12 From Engineer to Insider Investor02:23 How to Vet an Oil & Gas Deal06:18 Wells vs. Mineral Rights Explained14:27 New Trends Shaping Oil & Gas Investing18:54 LP Red Flags & Due Diligence Tips22:31 Underwriting Mistakes That Cost Millions27:35 Takeaways + How to Reach MichaelConnect with Michael: https://www.linkedin.com/in/michaeltannersandstone/  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: ScaleIR Ready to scale your investor relations and capital raising effectiveness? Visit ⁠ScaleIR.com⁠ to learn more and book your strategy call today.

In this conversation, Fuquan Bilal, founder of NNG Capital Fund, shares his extensive experience in real estate investing, emphasizing the importance of communication and education in building investor relationships. He discusses the evolution of his firm, the transition to impact investing, and the challenges of balancing investor expectations with community revitalization goals. Fuquan highlights the significance of a long-term mindset in real estate investments and the necessity of transparency and regular communication with investors to foster trust and confidence.00:00 Intro00:48 First Deals02:05 How He Started Raising Capital03:30 Crises Survived + Why Communication Wins04:12 Becoming the Bank09:20 Impact Focus & Southeast Multifamily12:31 Affordability, RUBS, Tenant Programs22:30 KPIs Every 30 Days26:00 Connect with Fuquan BilalConnect with Fuquan Bilal: https://www.linkedin.com/in/fuquanbilal/ 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, Kathleen Marcell shares her journey from traditional investing to exploring alternative investments. She discusses the evolution of her investment strategies, the importance of building deal flow, and aligning investments with personal goals. Kathleen emphasizes the significance of evaluating track records and effective communication with general partners. She also highlights her current investment strategy, focusing on cash flow opportunities and the challenges faced in passive investing. Throughout the discussion, Kathleen provides insights into her research process and the importance of education in the investment space.00:00 Introduction01:12 Kathleen's Background and Investment Journey02:43 Early Investment Mistakes and Learning04:29 Building Deal Flow and Networking05:30 Investment Strategy and Goals07:14 Evaluating Sponsors and Due Diligence21:09 Current Investment Portfolio and Performance25:20 ConclusionFollow Kathleen:https://www.linkedin.com/in/kathleenmarcell/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

In this conversation, Arn Cenedella shares his extensive experience in real estate, transitioning from residential brokerage to multifamily syndication. He discusses the importance of building trust with limited partners, the operational challenges faced in the syndication landscape, and the significance of communication and transparency.Arn emphasizes the need for long-term investment strategies and offers valuable advice for new syndicators and investors looking to navigate the complexities of the real estate market.00:00 Intro01:44 Guest journey03:11 Why multifamily06:30 First deal15:32 Earning LP trust26:46 Vetting sponsors32:45 Crisis comms36:59 Tips for new GPs39:16 Play the long game42:30 Wrap-upConnect with Arn: https://www.linkedin.com/in/arncenedella/ 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, Litan Yahav, co-founder of Vizor, shares insights on the evolving landscape of investment strategies, particularly focusing on the cautious approach of Limited Partners (LPs) in today's market. He discusses the shift from equity to debt investing, the appeal of high-risk, high-return opportunities, and the importance of transparent communication between General Partners (GPs) and LPs. Litan also explains the value of Special Purpose Vehicles (SPVs) and how they can benefit investors. The discussion highlights the differences in decision-making between retail and institutional investors and emphasizes the need for better communication in passive investing.00:00 The state of “passive”00:28 Show intro01:18 Meet Latan01:37 His background + Visor02:48 How investors decide now04:24 Where money’s going07:04 High risk / high return10:32 Vetting teams & deals16:25 Pooling capital: pros & cons21:27 How Visor helps24:10 Individuals vs big firms26:40 What needs to changeFollow Litan : https://www.linkedin.com/in/litanyahav/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

In this conversation, Joe Guidi interviews James Keefe, Chief Commercial Officer of Bequest Asset Management. They discuss the evolution of Bequest, James's unique journey from acting to finance, and the importance of trust and communication in passive investing. James shares insights on the significance of founder involvement, effective investor relations, and the lessons learned from past investment experiences. The conversation emphasizes the need for transparency and education in the investment process, as well as the evolving nature of passive investing.00:00 Intro03:12 Journey from Actor to Investor07:07 Trust in Passive Investing18:29 Challenges and Lessons Learned30:22 Reality of Passive Investing32:54 ConclusionFollow James: https://www.linkedin.com/in/james-b-keefe-978339/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, Dylan shares his journey as an investor, discussing his background, portfolio, and the lessons learned along the way. He emphasizes the importance of building relationships, evaluating sponsors, and conducting thorough due diligence. Dylan also challenges the notion of passive investing, advocating for active engagement and responsibility in investment decisions. The discussion highlights the significance of community and networking in the investment space.Chapters:00:00 Intro01:30 Background and Journey03:43 Current Portfolio and Investment Strategies06:51 Finding Sponsors and Opportunities12:49 Evaluating Deals and Due Diligence18:10 Challenges and Lessons Learned26:10 The Concept of Passive Investing29:47 Conclusion and Contact InformationFollow Dylan:https://www.linkedin.com/in/dylanbrobertson/ 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, Jeremy Dyer shares his journey from a successful technology sales career to becoming a prominent figure in passive real estate investing. He discusses the importance of building trust and transparency in capital raising, especially in the current market environment. Jeremy emphasizes the need for operators to communicate effectively with investors, particularly during challenging times, and outlines strategies for maintaining investor confidence.He also highlights the significance of understanding market cycles and the role of operators in fostering trust with their investors.Timestamps:00:00 Introduction01:38 Background and Journey03:40 Transition to Passive Investing05:41 Role and Responsibilities at Rise4806:59 Building Trust and Transparency12:03 Navigating Market Challenges29:19 Future Outlook and Strategies34:06 ConclusionConnect with Jeremy:https://www.linkedin.com/in/jeremydyer/🎧 Subscribe for weekly interviews with LPs, GPs, and capital allocators redefining how private real estate investing is done. 🧠 Learn more: https://www.investclearly.com 💼 Claim your GP profile:https://www.investclearly.com/sponsorsShow 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, Pascal Wagner shares his journey from working in venture capital to managing family finances and investments. He discusses the importance of having a clear investment strategy, the challenges of evaluating deals, and the common mistakes that new passive investors make. Pascal emphasizes the need for a robust deal flow and the significance of understanding the sponsor's track record.Time stamps: 00:00 Introduction01:24 Background and Journey04:00 Building a Cash Flow Strategy07:07 Evaluating Deals and Sponsors11:02 Common Mistakes and Solutions24:50 The Importance of Transparency27:44 Pascal's Coaching Program32:19 Final ThoughtsFollow Pascal: https://www.linkedin.com/in/pascalwagner/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