The Passive Road To Retirement

The Passive Road To Retirement

di Andrew Jarrett

Eddie Symmonett- The journey to becoming a MultiFamily investor

Edward moved to the States from Nassau, Bahamas at 18 years old. He been active in real estate since 2016 at 22 years old when he started interning, reading and researching everything he could on real estate investing while still in college. Edward is currently a full-time multifamily real estate investor In 2017 he started his first holding company (Blue Marlin Equity Group,LLC) and purchased his first duplex and four-unit apartment. In 2018, The year after he purchased a 32 and 75 unit apartment as a passive partner. In 2019 he purchased a 36 unit apartment complete as a sponsor/operator and successfully refinanced the property in 2021 and was able to increase the value from $400,000 to $1,560,000, increasing the properties value by $1,160,000 in 2 years Through the implementation of his investment strategies. He just purchased a 48 unit B class apartment complex fully stablized on October 14th. Bringing his holdings to 90 units total across 4 properties all in the Birmingham Alabama metro area. He also owns a property management company, Symmonett Management LLC. The property management team currently manages 90 apartments; Currently at 27 years old Edward has successfully closed on 9 real estate transactions.

Dan Hanford- Entrepreneur and MultiFamily investor with a portfolio valued at over $1 BILLION

Dan and his wife, Dennae, along with their 4 children (3 girls and a boy) and standard poodle, reside and work in Columbia, SC. Dan Handford is one of the managing partners with PassiveInvesting.com which is a national passive apartment investing firm based in the Carolinas. He has led his apartment syndication company to acquire 3,583+ units with a portfolio valued over $1 Billion. He is also a passive apartment investor himself in 10,400+ units in 44 different syndication investments located across the USA. Prior to getting started investing in real estate, Dan had an extensive background in starting multiple seven-figure and eight-figure businesses from scratch including a large group of non-surgical orthopedic medical clinics located in South Carolina. Dan is also the founder of the Multifamily Investor Nation (#MFIN) where he provides free multifamily education to a nationwide group of over 40,000 members. The #MFIN has 50+ meetup groups across the US, Canada, and UK that meets on the first Monday of every month. He also hosts one of the most popular apartment investing podcasts on iTunes called “Multifamily Investor Nation” where he only interviews active multifamily investors that have closed a deal in the last 12 months. There is no fluff on this multifamily podcast and only getting down to the nuts and bolts of deal sources, financing, structuring, investor relations, closing, due diligence, etc. Go to www.MFINPodcast.com to subscribe.

Big Four accounting firms to full-time Real Estate investors, with Sage Investing Group

Sage Investing Group is co-founded by Maggie Cheung, Jin Wang, and Lana Choi and currently has a collective portfolio of 4,400+ doors across 9 markets.Each started their respective careers with the Big Four accounting firms and later transitioned to the private financial sector on Wall Street and the nonprofit sector in Washington, DC. With a strong foundation in accounting, risk management, and real estate, Sage has the skillset to balance risks while identifying the best investment opportunities for their investors.

How to: Invest in 10,000+ apartment units with Mark Kenney

Mark and Tamiel Kenney are seasoned real estate investors and the founders of Think Multifamily, a leading Multifamily Acquisition & Education company that prides itself on a family-oriented approach to business. Mark & Tamiel started their real estate career over 25 years ago and have a passion for helping others succeed in the multifamily arena. They have built a dynamic organization that provides both educational resources and investing opportunities to meet every investor’s needs at each stage of their investing journey. Mark and Tamiel have invested in 10,000+ apartment units, providing clients with the opportunity to invest with confidence through syndication at a reduced risk, and steady returns. The duo at the heart of Think Multifamily stand firmly behind a business model promoting integrity, authenticity, family values, and servant leadership.

How to: Build wealth and cashflows with Nikolai Ray

Nikolai Ray is the CEO and Founder of MREX. He is also a professor in Real Estate Financial Engineering at MREX College, an ex-professional ice hockey player, and three-time Olympic Chief of Human Performance. He is regarded as one of North America’s leading experts in apartment investing with over $10 billion in analysis, underwriting, and transactions. Nikolai is a successful multifamily real estate investor and developer specializing in heavy value-add opportunistic and ground-up development to over 30 apartment building acquisitions. He is your leading expert in real estate financial engineering.

Holly Williams- How to get more, earn more, and KEEP more

Holly Williams, principal KeepMore.com, has been a real estate investor for over 20 years. To date, KeepMore.com has co-syndicated over 18 multifamily apartment communities, encompassing over 4500 units with a combined valuation of over $400 million. Holly is committed to improving the financial literacy of all Americans, and is the author of Hidden Investing, What the Wealthiest 1% Know That We Don’t

How To: Negotiate & buy properties at a discount with John Martinez

John Martinez is a serial entrepreneur, and highly sought-after sales expert. He is best known for his sales training in the real estate investment industry. Having trained over 500 of the country’s top Real Estate Investors and their teams, his scripts and sales & negotiation strategies have transformed the real estate investment industry and are now widely accepted as the industry's gold standard.

How To: Transform your business and life with Trevor McGregor

Trevor is a High Performance - Master Coach with over 25,000 hours of coaching experience under his belt. He has worked with clients from around the world, including Fortune 500 executives, high level real estate investors, entrepreneurs, world-class athletes and business professionals and they all come to him for one reason: Life-Changing Transformation. In addition to running his own private coaching practice, Trevor was a Master Platinum Coach with the Tony Robbins Group, offering elite coaching unlike any other program in the world. Prior to that, he spent over 20 years in Corporate working as the Executive Director of Operations for a very successful Company. Trevor is also an active Real Estate Investor holding assets in his portfolio that range from owning single family homes in Vancouver to owning Multi- family apartment buildings in multiple cities all over Texas, North & South Carolina, Tennessee and other states as well. Trevor has also diversified into other asset classes such as Self-storage units in Key West Florida, an Agricultural Hemp Farm in Colorado and he has also been an impact investor in many exciting projects around the world including Costa Rica and as far away as Australia. His mission is to assist others in realizing their true power and hidden potential to achieve more success, wealth, freedom and contribution than they ever thought possible. Trevor lives with his wife Leesa and their 3 boys in beautiful Vancouver, British Columbia, Canada.

Travis Watts- Director of Investor Relations at Ashcroft Capital

Travis Watts is a proven leader in the real estate industry, where he’s been investing since 2009 in multi-family, single-family and vacation rentals. He began investing with Ashcroft Capital several years ago and has taken part in more than 30% of the Ashcroft opportunities. After experiencing above-average communication, reporting, deal volume and performance, Travis expressed interest in joining the Ashcroft Investor Relations Team. Travis also has a background in traditional Wall Street investing and obtained a Series 7 and Series 63 license while working at a major brokerage firm with more than 400 billion in assets. He now dedicates his time to educating others in the world of investing and has made it his mission to share passive investment strategies in order to help others achieve and maintain wealth in real estate.

Meet Your Host- Andrew Jarrett

Introduction and what to expect in the Passive Road To Retirement Podcast series
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