Your Show Host: Ben Lapidus
Best Ever Conference
Ben Lapidus is the Chief Financial Officer for Spartan Investment Group LLC, where he has applied his finance and business development skills to construct from scratch a portfolio of over $100M assets under management, build the corporate finance backbone for the organization, and organize over $20M of debt capital from the firm. In addition to completing over 50 real estate transactions at and prior to Spartan, Ben is also the founder and host of the national Best Ever Real Estate Investing Conference and managing partner of Indigo Ownerships LLC. Before Spartan, Ben founded and sold a multi-million dollar study abroad company and worked with several start-ups through IPO or acquisition. He graduated from Rutgers University with dual degrees in Finance and Economics where he founded the Rutgers Entrepreneurial Society.
Left Field Investors
Chad is Co-Founder of Left Field Investors - a community of like-minded individuals interested in creating financial freedom through passively investing in real assets that general real cash flow. He has been investing in syndications since 2019 and made the decision to liquidate his 401k in 2021 to move all of his money into this space. Chad is currently engaging his teenage children in this industry, teaching them how to grow their wealth through the use of a Tribe to group invest along side of them, as they learn.
Semi Retired MD
Letizia Alto is a physician, real estate investor, and blogger at Semi-Retired MD. She and her husband started investing in small multi-family real estate in 2105 and, as a result of a combination of cashflow, forced appreciation, and tax savings, Letizia and her husband were able to achieve financial freedom in a matter of years. She is currently the CEO of Semi-Retired MD and continues to build her personal real estate portfolio (150+ units of long and short-term rentals and counting). Her passion is helping her fellow physicians learn how to buy the cash-flowing rentals that free them to work in clinical medicine on their own terms and build lives they love.
Vantage Point Acquisitions
Andrew has successfully syndicated and repositioned approximately 2,600 multifamily units. He is a frequent guest, speaker, and panelist on Real Estate podcasts and educational forums. Outside of the business world, Andrew has been a certified alpine ski instructor and when not working in real estate enjoys surfing, backcountry skiing, and trying to not be outwitted by his two young children.
Founder & CEO
GenerationalwealthMD LLC & GW Capital
Param Baladandapani is a Radiologist in Southern California who while working full time and raising two young kids built a multi-million dollar real estate portfolio that helped her become financially independent at 41. She is Founder & CEO of GenerationalWealthMD where she has helped thousands of physicians accelerate towards financial freedom by building a real estate portfolio that works for them. Over the last 9 years, she has invested in long Term and short term rentals, apartments, and development projects in multiple domestic and international markets with over 550 doors and $150 million in assets under management . She brings this expertise to her Immersive small group coaching program- Creating Generational Freedom helping physicians curate the life of their dreams.
Author and Strategic Facilitator
Aaron Bare is a leading strategic facilitator and author of a Wall Street Journal, USA Today, and #1 Amazon Bestselling book, “Exponential Theory, the Power of Thinking Big.” Aaron’s career has made him the sage on the stage and the guide on the side to some of the top exponential thinkers. He is a results-focused conscious leader that understands how to create a high-performing organization, deliver a message to the masses, and cultivate trust to solve any issue, in any room, anywhere, anytime.
The BAM Companies
Ivan Barratt is a multifamily owner, manager, and syndicator who specializes in large apartment communities in the Midwest. Since 2015, Ivan Barratt has raised nearly $400 million in equity, acquired over 6,300 units, and managed over $1 billion in transaction volume. His company, The BAM Companies, has grown to a best-in-class, five-time Inc5000, private equity, and management firm. Today, Ivan focuses his time on equity finance, acquisitions, and company strategy.
Grocapitus Investments, LLC
Neal Bawa is a technologist who is universally known in real estate circles as the Mad Scientist of Multifamily. Besides being one of the most in-demand speakers in commercial real estate, Neal is a data guru, a process freak, and an outsourcing expert. Neal treats his $1 billion-dollar multifamily portfolio as an ongoing experiment in efficiency and optimization. The Mad Scientist lives by two mantras. His first mantra is that, “We can only manage what we can measure”. His second mantra is that, “Data beats gut feel by a million miles“. These mantras and a dozen other disruptive beliefs drive profit for his 800+ investors.
Lone Star Capital
Rob Beardsley oversees acquisitions and capital markets for Lone Star Capital and has acquired over $350M of multifamily properties. He has evaluated thousands of opportunities using proprietary underwriting models and published the number one book on multifamily underwriting, "The Definitive Guide to Underwriting Multifamily Acquisitions".
Ava Benesocky is an author, public speaker, educator and the CEO and Co-Founder of CPI Capital, a uniquely innovative Real Estate Private Equity firm helping investors to invest in Multifamily assets. Ava has been featured in publications such as Forbes, Yahoo Finance and numerous PodCasts and YouTube shows. Ava helps busy professionals to earn passive income through Multifamily Real Estate investments.
Tom Burns is an entrepreneur, retired orthopedic surgeon, and a physician for the United States Ski Team. He has over 25 years of real estate experience and has acquired or developed over $500 million of real estate locally and internationally. Dr. Burns is the author of Why Doctors Don’t Get Rich, a best-selling personal finance book for those who want to live life to the fullest. He is a sought-after speaker and mentor and has been financially independent for over a decade. He is the founder of the Rich Life Mastermind and his mission is to help people create financial independence so they can control their future and travel to exotic places with him!
Sean is the CEO of FORMATIV, a full-service real estate development and investment firm based in Denver, Colorado. Sean founded FORMATIV with the vision to establish a real estate firm that was centered around transformative urban projects that grow communities and businesses. He is involved in the full lifecycle of FORMATIV’s developments leading the visioning, investment, capitalization, and execution of projects. The firm is focused nationally on "in the path of growth" Mix-use, Multifamily, BFR, Life Science, and Creative Office projects that create economic impact within communities they help build.
VP Interest Rate Risk Management
Josh manages the US dollar interest rate trade desk at StoneX, a CFTC registered swap dealer. Prior to joining StoneX his career spanned multiple groups within SunTrust Robinson Humphrey, most recently as middle-market interest rate coverage for the commercial bank. Further, Josh’s breadth of experience in interest rate advisory includes work within the municipal fixed income space where he led municipal bond origination efforts and provided derivative advisory services for both taxable and tax-exempt borrowers. Josh has a deep understanding of interest rate risk management and is driven to provide commercial borrowers with transparency of the derivatives market that can be lacking in the banking industry.
Senior Vice President, National Director Research and Advisory Services
Marcus & Millichap
John Chang serves as the Senior Vice President, National Director of Research and Advisory Services for Marcus & Millichap. He leads a team of dedicated real estate research professionals who produce the firm’s vast array of market reports, analyses, and presentations providing insights on all major commercial real estate property types. As a seasoned commercial real estate analyst, John frequently presents at leading industry events and is often quoted in both trade and mainstream news media. He is a graduate of Washington State University and an active member of the NMHC Research Foundation Advisory Committee, the ICSC North American Research Task Force, and the NAIOP Research Foundation.
Tyler Chesser is the Co-Founder and Managing Partner of CF Capital, a private equity real estate investment firm that focuses on acquiring and operating multifamily assets that provide stable cash flow, capital appreciation, and a margin of safety. Tyler is also the creator and host of the popular top-200 podcast Elevate, where he hosts discussions with world-class investors and other experts decoding mindset, mind expansion and personal development for high-performing real estate investing.
J.C. Clemens Jr.
Managing Director & Chief Production Officer
Flagship Capital Partners
J.C. Clemens Jr. is Chief Production Officer for Flagship Capital Partners where he manages all production activities through Flagship’s direct lending facilities, and preferred, joint-venture and general partner co-invest equity for the Flagship Equity Opportunity Funds. In addition, he assists in asset and fund management for each of Flagship Capital Partners’ funding facilities. Prior to joining Flagship, Clemens spent over six years at HFF, L.P. (now JLL) in Houston, working in both the capital markets and investment sales divisions. While at HFF, Clemens participated in and closed transactions exceeding $4.85 billion in value. He was directly involved in approximately 40 separate sales transactions across a full range of asset types and quality levels, from mixed-use Class A urban core properties to Class C suburban apartment communities. In addition to multifamily investment sales, Clemens and his team brokered debt and equity placements on nearly 80 separate assets across all product lines and property types, including retail, industrial, office and mixed-use projects across the United States.
COE Real Estate Group
David is a Realtor®, Investor and Developer that specializes in working with other Investors. David runs the COE Real Estate Group which is based in the South Bay of Los Angeles. Besides being one of the top Keller Williams teams for residential sales in the South Bay, Coe Real Estate also has a New Construction division that specializes in selling infill residential projects in the greater LA area. David is also actively developing ground up new construction in the Los Angeles Market
SVP, Chief of Staff
Climate First Bank
Chris Cucci has spent over two decades in the CRE lending and consulting space. Chris holds the CCIM designation, representing extensive educational and professional experience in CRE financial and market analysis and has overseen lending and CRE consulting projects in 41 states. At Florida-based Climate First Bank, Cucci serves as Chief of Staff overseeing strategic initiatives to advance the bank's mission of environmental and social impact lending as well as leading many of the more complex client relationships in the bank's portfolio. Before joining Climate First Bank, Chris held various positions in commercial lending and leadership at South State Bank, Wells Fargo, and JPMorgan Chase.
VP Capital Markets
Spartan Investment Group
Thomas has 14+ years of prior Banking experience, across home lending, licensed private wealth management and commercial banking. He joined Spartan in Q4 2021 and has financed over $200mm of loans.
Director of Investor Education
Whitney Elkins-Hutten is the Director of Investor Education at PassiveInvesting.com and a partner in $800MM+ in real estate — including over 6500+ residential units (MF, MHP, SFR, and assisted living), 7 express car washes, and more than 2000+ self-storage units across 11 states—and experience flipping over $5MM in residential real estate.
Old Capital Lending
James Eng has over 17 years of experience in commercial real estate lending, starting his career as an underwriter at GE Capital Real Estate prior to joining Old Capital in 2015 where he is currently the National Director. He has worked with hundreds of investors to help them acquire over $1.4BN in multifamily properties totaling over 20,000 units nationwide. In addition to financing multifamily, he has invested in over 10,000 units as a limited partner in nearly 40 properties in Texas. James combines his finance, risk, and investor background to find the best loan for clients, and to be an indispensable advisor throughout the life cycle of a deal. Often called “The Professor” of Multifamily Financing, he has produced hundreds of hours of educational multifamily content on YouTube.
Matt Faircloth has been a full-time investor since 2005. In that time he has successfully completed projects involving dozens of fix and flips, office buildings, single family homes, and apartment buildings. He has completed Hundreds Millions in real estate transactions and controls thousands of units of multi family.
Joe Fairless is the Co-founder of Ashcroft Capital which has over 2.7 billon of assets under management. In addition to his work with Ashcroft Capital, Joe created the podcast, Best Real Estate Investing Advice Ever Show, which is the longest running daily real estate podcast in the world. Joe is also a proud Member of the Texas Tech Alumni Advisor Board for the College of Media and Communication, as well as being recognized as Outstanding Alumni at Texas Tech University, where he is a former Adjunct Professor. Joe is currently a Junior Achievement Board Member and Volunteer for the Cincinnati chapter and has been recognized by the Junior Achievement’s Free Enterprise Society. Joe volunteers at Crossroads Hospice and in 2018 he was recognized as Multifamily Investor of the Year by Think Realty Magazine.
Ramez is an entrepreneur with more than 20 years of experience providing service in various settings, including the hospitality industry, financial services, and real estate. As IRA Club's Vice President , his mission is to open doors and opportunities by educating, inspiring, and allowing investors to diversify outside of the norm.
Founder & Principal
Adam Fenton leads all strategic direction and growth initiatives for Narrate Companies, a Denver-based firm specializing in the investment and development of urban-infill multifamily and mixed-use real estate in major metropolitan markets throughout the Western U.S. In addition, he’s responsible for sourcing all new investment opportunities and securing both debt and equity for all of Narrate’s projects. Adam brings 16 years of experience in direct equity real estate investment and development, having developed over 1,500 units, valued at nearly $900 million.
CEO, Grow Developments
Kathy specializes in teaching people how to build multi-million dollar real estate portfolios through creative finance and planning. She is passionate about researching and then sharing the most important information about real estate, market cycles, and the economy. Author of the #1 best seller, Retire Rich with Rentals, Kathy is a frequent guest expert on such media as CNN, CNBC, Fox News, NPR and CBS MarketWatch. She’s the host of two RealWealth podcasts:The Real Wealth Show and Real Estate News for Investors. She also co-hosts the BiggerPockets “On the Market” podcast. She was also named among the “Top 100 Most Intriguing Entrepreneurs” by Goldman Sachs two years in a row. Her company, RealWealth, offers free resources and cutting edge education for beginning and experienced real estate investors. Kathy is passionate about teaching others how to create “real wealth,” which she defines as having both the time and the money to live life on your terms.
Rich Fettke is the co-founder of RealWealth®, a 3-time Inc. 5000 ranked real estate investment group with over 68,000 members. Since 2003, Rich has been passionate about developing the company's team and systems, and is always looking for new ways to bring good people to the network. He is a licensed real estate broker, active investor, Master Certified Business Coach, and author of The Wise Investor: A Modern Parable About Creating Financial Freedom and Living Your Best Life. For 26 years, Rich has been happily married to his company's co-founder, Kathy Fettke, and they have also co-parented two wonderful daughters together.
Herve has been a General Partner with DeRosa Group since 2018 where he has assisted in guiding its Multifamily market & property acquisition strategy while also helping to raise over $50M for DeRosa Group led syndication deals. Since 2017, Herve has become a General Partner in six Multifamily deals with over $120M in value and a Limited Partner in a wide array of Multifamily, Retail & Office deals. As a General Partner for the DeRosa Group, Herve has help spearhead its market & acquisition strategy while also assisting in raising over $60M for its syndication offerings. Prior to joining DeRosa, Herve spent a 23 year career on Wall Street covering Technology stocks as a Financial Analyst & Institutional Sales Manager. In his spare time, he enjoys scuba diving, cooking, and a great glass of bourbon!
Co-Founder and CFO
With Aspen Funds, Bob uses his 25-plus years of experience as a finance and technology executive and to oversee the company's financial management, portfolio modeling, systems and processes, and to design and deploy Aspen’s scalable back-end platform. A Magna Cum Laude graduate in computer science from U.C. Berkeley and former Ernst & Young Entrepreneur of the Year Award-winner, Bob makes bold, often contrarian predictions about the economy and technology. Bob is also co-host of the Invest Like a Billionaire podcast, where he dives into the investment strategies of the ultra-wealthy and covers economic trends.
Justin Fraser is an apartment syndicator, asset manager, and partner in the Derosa Group, which owns and manages apartment complexes in the Southeast US. Specializing in C and B class renovation projects, Justin is responsible for operations and asset management for all properties in the portfolio.
The Prudent Plastic Surgeon
Jordan Frey MD is a plastic surgeon in Buffalo NY at Erie County Medical Center and the University of Buffalo. His clinical focus is on breast reconstruction and complex microsurgery. He is also the founder of The Prudent Plastic Surgeon, one of the fastest growing finance blogs. There, he shares his journey to financial well-being with a goal of helping all physicians reach financial freedom, practicing on their own terms.
Ravi Gupta MD
Managing Partner / COO
Ravi Gupta, MD is COO and Co-founder /Managing partner of Viking Capital Investments, a boutique multifamily investment company, a proud father of two, a physician, a philanthropist and environmentalist. He has helped numerous physicians break free from their "golden handcuffs" by creating passive income streams through multifamily syndication investments so they can enjoy financial freedom by growing their wealth and live a life focused on their passions
Brandon Hall, CPA
Hall CPA LLC
Brandon is a Certified Public Accountant, national speaker, and is the Founder/Managing Partner of Hall CPA PLLC. He works with real estate investors, syndicates, and private equity funds to optimize tax positions and streamline accounting and business functions. He believes that real estate investing is critical to building sustainable and generational wealth. Brandon worked at PricewaterhouseCoopers and Ernst & Young prior to launching his own CPA firm, Hall CPA PLLC (The Real Estate CPA). Through the knowledge gained by working with real estate investors, Brandon has built a real estate portfolio of 25 units consisting of multi-family, single family, and short term rentals.
Chief Executive Officer, Co-Founder
Zach Haptonstall is the Chief Executive Officer and Co-Founder of Rise48 Equity and Rise48 Communities. Rise48 Equity is a retail syndication Multifamily Investment company with offices in Phoenix, Arizona, and Dallas, Texas.
Rise48 Equity has completed over $1.8 Billion in total transactions and purchased 40 assets, 7,000+ units since 2019. They currently have $1.4 Billion+ of Assets Under Management in Phoenix and Dallas. They have completed 11 Full-Cycle Dispositions and returned capital to investors. The company has 190+ Full-Time Employees on Full Healthcare Benefits.
Rise48 Communities is the vertically-integrated property management company that manages all assets owned by Rise48 Equity.
They do all the construction management, property management, and asset management in-house with their staff.
They only manage Rise48 assets and do not provide third-party management.
Zach’s main responsibilities as CEO include overseeing all acquisitions, sourcing capital, and building strategic partnerships. He and his wife, Grace own homes in both Phoenix and Dallas where they split their time between offices.
Larry J. Hickernell
Senior Director of Investor Success
Larry joined DLP Capital in 2016, with 15+ years in the financial sector. Originally from Scranton, PA, Larry has achieved success in roles in residential and commercial lending, private banking, wealth management, insurance and retirement planning, and team leadership at a number of financial organizations. He attended Marywood University for music education prior to entering the financial industry.
As the Managing Member of Bronson Equity (www.BronsonEquity.com), Bronson is a general partner in 2000 multifamily units worth over $200M. Bronson co-leads a large in person multifamily meetup in Pasadena, CA called FIBI Pasadena Multifamily (www.fibipasadena.com). He is also the host of The Mailbox Money Show and he understands the investor mindset, having spoken individually over the phone with over 1300 investors and having raised over $30M for real estate and his ATM Machine Fund deals. Bronson is the author of "How to Use Inflation to Your Advantage" and is a regular contributor to YouTube and his blog. Bronson is also the Capital Raising Coach at Kingdom REI, a faith based group, helping investors find deals and raise funds for large real estate deals.
Spencer Hilligoss is a former tech leader who walked away from the golden handcuffs of a lucrative, 13-year career to become a full-time real estate investor. As a leader in tech startups, Spencer scaled operations teams spanning 5 high-growth Fintech companies, including Intuit, Gusto, and Xero — companies valued at over $1B. Now, his focus as the CEO of Madison Investing goes to serving his fellow LP investors actively deploying capital with Madison’s vetted sponsors. Spencer co-founded Madison Investing along with his COO (and wife), Jennifer Morimoto. Madison Investing has partnered on real estate transactions totaling more than 10,000 units — spanning 37 deals and 13 full-cycle exits. Spencer and Jennifer invest their personal capital (skin-in-the-game) with each operator as the cornerstone of a 5-part sponsor vetting framework designed to de-risk the toughest question facing every passive investor: “Can I trust this team with my capital?” He is also a registered member of FINRA and the Forbes 2022 Real Estate Council.
Senior Director of Portfolio Management, Lending
Founder & CEO
Sief is the Co-founder and CEO at Techvestor, the leading institutional grade, short term rental platform built for busy professionals and fund managers who want to passively invest in the emerging asset class of "Airbnbs." Techvestor isn't your old school private equity firm. Using proprietary technology, their software analyzes 18m data points per month to identify what, where, how, when and if an investment should occur. Today, they underwrite 100k+ properties a month, have raised $35m+, and have designed, launched, and scaled to 120+ properties in their portfolio.
SMK Capital Management
Mark Khuri is the Co-Founder of SMK Capital Management, a boutique private equity real estate firm. Mr. Khuri has 18 years of real estate investing experience and has been involved in both active and passive investments including residential and commercial real estate throughout the US. Over the last decade, Mr. Khuri and affiliates of SMK have created and managed over 60 real estate partnerships with investors, investing in over 65 residential properties and 45 commercial real estate opportunities. Today SMK and Mark focus on recession resistance and raising private equity by partnering with sponsors across numerous asset classes including mobile home parks, self-storage facilities and multi-family communities.
Passive Income M.D.
Peter Kim is an anesthesiologist in California and the founder of Passive Income MD. In 2013, he realized he wanted to start living his ideal life and create more wealth, but he didn’t know where to start. What followed was years of trial/error as he started exploring income opportunities outside of clinical medicine. Peter’s small blog to document his personal journey of financial freedom soon turned into a huge movement of physicians from all across the country looking to take control of their lives by creating multiple streams of income. His mission through Passive Income MD is to help others create their ideal lives both in and out of medicine so they can live life on their own terms.
Senior Vice President, Chief Capital Markets Officer & Head of Commercial Lending
Alliant Credit Union
A 30+ year financing industry veteran, Charles Krawitz’s career includes leadership positions with highly regarded financial institutions including ABN AMRO, KeyBank and Fifth Third Bank. In January of 2017, Charles joined Alliant Credit Union in charge of commercial lending. Subsequently, he was selected to additionally oversee Alliant’s loan trading operation and its FinTech partnership development activities as Alliant’s Senior Vice President, Chief Capital Markets Officer, and Head of Commercial Lending. Under his guidance, Alliant strategically purchases and sells residential, consumer and commercial loans and diversifies its balance sheet through the identification and cultivation of fintech relationships across divergent asset classes.
Bozeman Capital Partners
By applying his background in computer science, economics, and quantitative finance, Kunaal built a single family real estate portfolio in the Seattle area while working at a big tech company as a software engineer. At the age of 24, Kunaal is a GP of Bozeman Capital Partners, a nationwide mezzanine debt fund, and a multifamily syndicator in the Seattle area. He uses creative strategies along with his quantitative background to maximize his returns and gain an edge in the market.
Kristina Kypuros MD
Pediatric Critical Care Intensivist / Investor
Kristina Kypuros is a board certified Pediatrician and Pediatric Critical Care Intensivist, Investor, Innovator, and Visionary. She transitioned her journey from the traditional academic physician to private practice and now practices medicine as a full time locums physician. She currently is taking a product idea of diagnosing viral illnesses non invasively to prototype. Furthermore, alongside her husband they are actively building a multimillion real estate portfolio consisting of long term single family and multifamily units in Texas with her husband managing the entire portfolio. She serves as a consultant to other high earning professionals, primarily physicians, to help them transition to locums, real estate, and/or innovation. Kristina is enriched by her two children, ages 3 and 4 years old, and an amazing husband who gives her passion, drive and daily love to allow her to pursue her dreams.
Co-founder and Chief Executive Officer
Spartan Investment Group, LLC
Scott Lewis is the Co-founder and Chief Executive Officer of Spartan Investment Group, LLC. As the CEO, Scott is responsible for the strategic direction of the company and ensuring it aligns with SIG’s mission to Improve Lives Through Real Estate. In addition to Spartan, Scott is also in the US Army Reserves and a combat Vet. Scott graduated from Michigan State University with degrees in Chemistry and Marketing, from Catholic University with a MS in Management, and from Georgetown University with a Certificate in Project Management. In his free time, Scott enjoys spending time with his wife, Lindsay, mountain biking, skiing, and chasing their Jack Russell Terriers around the yard.
CEO and Founder
Ryan McKenna, CEO and Founder of McKenna Capital is a real estate syndicator active in the multifamily apartment space and is a current general partner in 70+ real estate syndications, totaling 15,000+ units across the United States, with a portfolio value over $2 billion. Ryan has invested as a limited partner in 100+ syndications as passive investing has always been a passion he's pursued with the ultimate goal of creating long lasting, generational wealth.
Michael New is a Principal on the Capital Formation team at Fifth Wall, where he supports fundraising initiatives.Prior to serving as Chief of Staff, Michael was an Associate on Fifth Wall's Real Estate Technology and Retail & Consumer investment teams.Michael started his career at Velos Partners, a venture capital firm focused on investments in early-stage consumer technology companies.Michael was born in Bethesda, Maryland and currently lives in Venice. He graduated from Harvard University with a degree in economics.
Mathew Owens, CPA
OCG Capital, LLC / OCG Properties, LLC
Mathew is a CPA and full time real estate Investor that has flipped over 1000+ houses, has raised over $150M for real estate and has over $35M lent out on construction loans to flippers in multiple markets around the country. He also operates multifamily value add projects, invests in a diversified syndication portfolio in multiple asset classes, teaches a 6 month masters of real estate course, and is involved in a non-profit that teaches real estate and financial education called FIBI (For Investors By Investors).
Managing Principal, Head of Growth
Bo Parfet is a Managing Principal at DLP Capital and spearheads strategic growth opportunities across DLP Capital and the family of companies. He has a Master's in Applied Economics from the University of Michigan and an MBA from Northwestern University's Kellogg School of Management. In his career, Bo was an investment banker at JP Morgan and a Fellow of the Financial Accounting Standards Board (FASB), and sits on the board of two organizations. He co-founded Denali Venture Philanthropy to fuse his business experience with a desire to support positive global change. Furthermore, Bo is passionate about high-altitude ski mountaineering and is one of the few Americans to climb all Seven Summits, the highest mountain on each continent. Bo is also an author and speaker and a Member of YPO and the Explorers Club, and received the Presidential Volunteer Service Award and British American Project Fellow.
As Development Manager for Colorado-based, Hensel Phelps, Tyler has held leadership roles in the successful management of construction projects, as well as, development projects in both the public and private sector. Tyler’s project experience includes mission critical, aviation, higher education, industrial, commercial multi-residential, and hospitality projects with combined values exceeding $1 billion. Tyler brings a versatile set of skills that allows him to successfully direct a development project, at any phase, from both constructability and financial management perspectives.
Principal / Growth Manager
Bryce achieves grace by triumphing over adversity. He turned a negative net worth, $2,000 and unseasoned credit into financial freedom in 2.5 years. During the process he created order, peace and prosperity in his life and in the lives of those around him. Through his respect for the power of money, Bryce leads the Cultiv8 Collective Inner Circle by investing to create FREEDOM! Bryce along with industry leading experts, inspire and empower “Freedom Hackers” to live in true fulfillment, living their soul’s purpose, and expressing their FREEDOM through the videocast and podcast Freedom Hack Radio. Bryce is host to the life-altering 2-day live and virtual Financial Freedom Mastery, where participants create their own fully-customized Financial Freedom action-plan in order to create Financial Freedom in their lives as soon as possible.
After graduating from Stanford University with a degree in economics, Frank started a billboard company that grew to be the largest privately-owned sign company in Dallas/Ft. Worth, which he then sold to a public company in 1996. Frank hen started buying mobile home parks and over the past 25 years has grown into one of the top ten largest mobile home park ownership groups in the U.S., with nearly 18,000 lots and over 100 linear miles of roads and utility lines. He also serves as an the Board of the Iowa Manufactured Housing Association and write and teach about the industry with my partner, Dave Reynolds, at a website called MHU.com
Roll Investment Group
Jeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash flowing investments in real estate and businesses. Jeremy has an MBA from The Wharton School and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. Jeremy welcomes e-mails (firstname.lastname@example.org) to network with or help other investors and to discuss real estate or business investments of any size.
Chief Investment Officer
As the Chief Investment Officer, Josh is tasked with sourcing, underwriting and analyzing all multifamily investments. In this role, he has been involved in the acquisition of 5,100 units valued at nearly $1.3 billion. He was also instrumental in helping to start Happy Homes Communities (Gelt’s mobile home park investment arm). Since HHC’s inception in 2017 Josh has been involved in the acquisitions of eight mobile home parks totaling over 1 000 spaces. Josh’s responsibilities also include equity raising for each acquisition. Prior to joining Gelt, Josh was a two-time D1 college All American baseball player who was drafted by the New York Mets after completing his degree in political science from UC Berkeley in 2008. Josh played parts of four MLB seasons before retiring in 2016 and joining the Gelt team.
Family Board Meetings, LLC
Jim is the founder of 18 Summers, which specializes in live events, workshops and private consulting for organizations and individuals looking to strengthen their family lives while still succeeding in business. He’s an in-demand public speaker, and owns a private real estate company that has done more than $200 million in transactions. Jim is an avid surfer and enjoys traveling with family and friends. His greatest adventure to date? Donating a kidney to the best guy on the planet, his father.
Partner, Head of Capital Markets
Sam Silverman is currently a Partner and the Head of Capital Markets at Techvestor focused on bringing an institutional like approach the short term rental space. He is also the founder and principal of Silverman Capital -- a private equity firm that has invested in over 50 different projects, 9,000+ units and $1.3b of total transactions in the Short Term Rental, Multifamily, Self Storage and Mobile Home Park space. Prior to his real estate journey, Sam lead 100+ person global sales organizations at both public and private tech companies.
Chief Executive Officer
SNS Capital Group
Since starting in the real estate investment industry in 2007, Jered has used his depth of experience in both construction and property management to co-found and grow SNS Capital Group into one of Cincinnati Ohio's top multifamily real estate investment firms. Jered and the SNS Capital Group team specialize in forcing appreciation into B and C class multifamily assets to produce consistent, predictable cash flow. Through his diligent business acumen, Jered has built a team that has figured out how to merge the benefits of institutional-grade passive investing with local, precise oversight over property operations to produce lasting results that drastically exceed market norms.
Christina Suter Consulting
Christina Suter has gained over 35 years of experience by investing in over 40 million in real estate, owned over 350 doors and consulted on over 100 million. Christina can help you design your investment portfolio from the top down while focusing on your personal growth goals and quality of life. She offers personal one-on-one financial coaching and consults for highly qualified real estate management services. She is a teacher, author, speaker, and most important mother.
Founder / Managing Principal
RaisingCapital.com and Asym Capital
Hunter is a full-time real estate investor and founder of Asym Capital, a private equity firm based out of Los Angeles, CA. Since founding Asym Capital, he has raised more than $35 million and directed the purchase of more than $90 million of commercial real estate across a variety of asset classes. He is the author of Raising Capital for Real Estate: How to Attract Investors, Establish Credibility, and Fund Deals. Hunter is also the host of the Cash Flow Connections Real Estate Podcast which is frequently listed in the top 200 Investing podcasts in iTunes.
Ankeet Udani, MD, MSEd
Ankeet Udani is an anesthesiologist, educator, and international speaker. He has completed training at Stanford, Johns Hopkins, UPenn, and Duke. As an academic, he has published best practices to educate physicians. He has mentored many doctors to excel in their careers, wealth, and wellbeing. Dr. Udani serves as Viking Capital’s Investor Educator as well as the COO and Integrator at Limitless MD by Vikram Raya. He lives in Raleigh, North Carolina with his wife, Annie and their two kids, Aiden and Asha.
Anthony Vicino is a best-selling author, real estate investor, and serial entrepreneur committed to helping people maximize their Return on Life. He is the co-founding partner of Invictus Capital, a multifamily acquisition firm based in Minneapolis, MN with $70m in AUM, that provides busy working professionals with the opportunity to Invest Better. As the host of the Multifamily Investing Made Simple podcast and author of the bestselling book, Passive Investing Made Simple, Anthony firmly believes investing shouldn't be complicated, scary, or overwhelming.
CEO and Managing Broker
Anthony Walker is the CEO and Managing Broker of Buckingham Investments, a 60 year Southern California investment real estate brokerage. He's presided in over $1 billion in sales during his tenure and has leveraged his brokerage experience to develop an extensive portfolio of multi-family and commercial properties in one of the most challenging markets in the country. He has also been the sponsor and principal in the acquisition and sale of numerous multi-family and ground up construction syndications. He teaches frequent seminars on many aspects of investing. He believes that real estate wealth is not created only at the time of purchase, but well before an investment is ever made through education and planning.
Director of Investor Education
Travis Watts is an investor, passive income advocate, public speaker, and the Director of Investor Education at Ashcroft Capital. He dedicates his time to educating investors who are looking to be "hand's off" when it comes to real estate investing.
Founder & CEO
Don Wenner is the Founder and CEO of DLP Capital, a private real estate investment and financial services company focused on making an impact by acquiring, developing, and building relationships, housing, leaders, and organizations. DLP Capital has an expansive array of business divisions and companies including investment funds, commercial real estate debt & equity, property development, construction management, real estate brokerage, and loan servicing. Don is highly experienced in all facets of housing as well as in scaling high growth entrepreneurial companies through utilization of the DLP Elite Execution System, for which DLP has been ranked in the Inc. 5000 fastest growing companies in the U.S. for 10 consecutive years. Since DLP’s founding in 2006, Don has closed more than 20,000 real estate transactions totaling more than $6 billion. He has built a successful track record of generating consistent profits in all market conditions and cycles.
Chairman and CEO
Scott White is the Chairman and CEO of Invesque. Invesque (TSX: IVQ.U) is a real estate investment company that specializes in health care and senior living property investments throughout North America. He is also the co-founder and of Spectra, a student housing development company. Scott recently published Life is Too Short Guy: Making Every Day The Best Day Ever. He is now traveling the country and spreading his message about happiness, gratefulness, positivity, and making the most of every day.
Life Bridge Capital
Whitney Sewell is a seasoned real estate investor, podcast host, and philanthropist. He is CEO and founder of Life Bridge Capital, a multifamily syndication investment firm with 1500 units and $400 million AUM. Whitney was able to scale his business at a groundbreaking pace- starting from nothing in 2017 to now consistently raising over $10 million in a few hours. His daily podcast, The Real Estate Syndication Show, has featured over 1300 experts in the field. Whitney recently founded his new non-profit, Omnah
Foundation - the latest exciting development in his commitment to donate 50% of his profits to support orphans and their adoptive families. Whitney and his wife Chelsea have 3 children by adoption and love spending their free time together in the great outdoors at their home in the country.
Founder and CEO
The Real Asset Investor
Dave is a successful Business owner, Syndicator and an Investment and Tax Strategist He has acquired more than $350M of Investment Real Estate since 2010 which include multiple large institutional grade Self-storage facilities, Tommy’s Express Carwashes and Energy investments. Dave and his team at The Real Asset Investor are one of the Top 5 ATM Fund Operators in the country, and they provide investment opportunities in their ATM, Self-storage, Carwash and various Funds for Cash Flow, Tax Impact and Equity Growth.