Episode #84: Custom Tailored Investments with Alina Trigub

03/30/20 • 27 min

Passive Income Through Multifamily Real Estate

Our guest on the show today is Alina Trigub, the founder of SAMO Financial, who has a passion for advocating the benefits of passive investing and empowering people to build wealth for themselves and their families. In addition to providing educational content on various platforms, she has helped her investors to participate in the offering of over 1,200 apartment units, a 10-million-dollar storage fund and a five-million-dollar mobile home park fund. In this episode, Alina talks to listeners about her journey getting into multifamily investing, how she educated herself before jumping in, and how she landed her first passive and active syndication deals. Being an educator herself, she shares about the value of the BiggerPockets educational community for investors and the books that have helped to shape her understanding of the industry. She discusses her process of vetting potential partners – which she compares to choosing a spouse – and gives some convincing reasons why multifamily syndication offers more solid investment opportunities than the stock market. Tuning in today, listeners will also hear Alina’s views on healthy diversification, mitigating risk, and the CRM tool she cannot do without!

Key Points From This Episode:

Alina’s educational background in accounting and transitioning to the IT space.
When she decided to look into multi-family investing and realized the tax benefits.
How Alina went about educated herself before getting actively involved.
Breaking into her first syndication deal and having to trust someone she has never met.
Learn about BiggerPockets and how the educational tool can be utilized.
How Alina got her first syndication deal as an active sponsor.
Find out how she approached vetting potential partners and finding the right one.
Why Alina believes multi-family syndications to offer better investments than the stock market.
Thoughts on whether it is necessary to be an expert in all the asset classes to invest safely.
Advice about the best ways to diversify and mitigate the risks.
Alina’s strategy for tailoring their investment approach with each new investor.
The one tool she cannot function without and the biggest mistake she made in the early days.

For today’s show notes, including audio and links to all the resources mentioned, visit www.aptcapitalgroup.com/podcasts.
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To find out more about partnering or investing in a multifamily deal email [email protected].
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Have a question you would like answered on the show? Email us at [email protected].

Key Points From This Episode:

Alina’s educational background in accounting and transitioning to the IT space.
When she decided to look into multi-family investing and realized the tax benefits.
How Alina went about educated herself before getting actively involved.
Breaking into her first syndication deal and having to trust someone she has never met.
Learn about BiggerPockets and how the educational tool can be utilized.
How Alina got her first syndication deal as an active sponsor.
Find out how she approached vetting potential partners and finding the right one.
Why Alina believes multi-family syndications to offer better investments than the stock market.
Thoughts on whether it is necessary to be an expert in all the asset classes to invest safely.
Advice about the best ways to diversify and mitigate the risks.
Alina’s strategy for tailoring their investment approach with each new investor.
The one tool she cannot function without and the biggest mistake she made in the early days.

Previous Episode

Episode #83: Property Management Transitions & Due Diligence with Maureen Miles

When it comes to due diligence and the construction work on a newly acquired investment, the worst thing you can do is gloss over it and hope for the best. Our guest today on the show is Maureen Miles from 4M Capital and she is an experienced hand in the game of passive investment. She has been a realtor, grown her own construction company and has worked in the tax and title side of things too! Her expertise really lies in acquisitions, due diligence, and property management transitions and Maureen has a very proactive and hands-on approach to her work, preferring to make sure of things herself.
She talks about the key points in any investment process and highlights how having control over the situation can help avoid stormy waters. From good relationships with key tenants to finding the right contractors for work that needs to be done, if you lose the hold of the steering wheel, you will most likely crash! We discuss vetting potential associates, what to do with existing staff, and hiring a property management team. Maureen also shares some great advice for women to get into the game of real estate, believing there to be a special skill set available to them. We hear from her about mistakes, lessons and so much more, so make sure to listen in with us today!

Key Points From This Episode:

A little bit about Maureen, her company, 4M Capital, and the work she does there.
4M Capital's focus on property management transitions and what this process entails.
Avoiding a mass exodus by approaching key members of a community
Keeping staff, shopping for deals and other concerns that go into buying property.
The biggest challenge that Maureen has had to tackle in her real estate career.
Vetting general contractors and Maureen's tips for finding the right people to do work.
Hiring a property management team; problematic areas and best practices for success.
Maureen's due diligence process and the methods that have worked well for her.
The parts of the process that Maureen does herself and the parts she outsources.
Maureen's advice for women wanting to get into real estate: just do it!
The ways that Maureen's phone helps her do her job and her use of security cameras.
Mistakes made and lessons learned around trusting employees and giving them a chance.
Steps that Maureen is currently taking to grow her life to the next level; hiring an assistant.

Tweetables:

“We purchase apartment complexes that have some sort of opportunity, whether it’s just the management – it could be somebody that has just owned them for 30 years and it just needs to kind of be driven a little better.” — Maureen Miles [0:01:56]

“I look for a property with the right thing wrong with it. I know what my team is able to take on and what kind of opportunities we can really improve at a property.” — Maureen Miles [0:03:01]

“Even when I'm having a bad day or something is going wrong, I still enjoy it.” — Maureen Miles [0:09:27]

Links Mentioned in Today’s Episode:

Maureen Miles

4M Capital

Wayne Patton

Wayne Patton’s Asset Protection

Passive Income through Multifamily Real Estate Group on Facebook

Kyle Mitchell on Facebook

APT Capital Group

APT Capital Group - YouTube Channel

Next Episode

Episode #85: Diversification through Passive Investments with Dale Corpus

Having a diverse passive investment portfolio is important for many reasons. Not only can it help you withstand crashes in certain asset classes, but it also decreases your risk tremendously. Our guest today, Dale Corpus, is here to share with us the importance of having a diverse portfolio. Since 2006, Dale has been investing in income-producing real estate and has recently added commercial real estate syndications in workforce housing, mobile home parks, and self-storage as a way to scale and grow his investing business.
In this episode, we learn about the different roles Dale has had in real estate and how a growing family pushed him further towards passive income. We also learn more about the different asset classes he’s invested in, how he keeps up to date with what’s happening in his portfolio, and why mortgage note buying excites him the most. Dale also walks us through how he is managing his own retirement account and the different ways he leverages debt and equity. You don’t want to miss out, so tune in today!

Key Points From This Episode:

Dale’s background and how getting laid-off started his real estate journey.
Learn more about the details of Dale’s first passive investment deal.
How Dale is studying the four different asset classes he’s invested in.
Lessons Dale has learned from multiple syndications: Choose your sponsors wisely.
Why Dale chooses to invest in both debt and equity and where he sources each investment.
Dale's strategy preparing for the recession and his most exciting recession-proof asset class.
What Dale does to keep track of all his investments and the importance of communication.
Dale’s advice for anyone out there trying to get involved in passive investing.
Final four questions with Dale: The tool he can’t do without, his biggest mistake, and more.

Tweetables:

“I know that I don’t have the answers for everything but I know somebody in my network has that answer, someone they know has that answer.” — Dale Corpus [0:06:11]

“Choose your sponsors wisely. You're going to be stuck with that sponsor for sometimes a good seven to 10 years.” — Dale Corpus [0:06:35]

“One of the biggest things that I do to reduce my risk in investing is that I really don’t go outside of the box of what’s done historically well during the past recessions.” — Dale Corpus [0:10:28]

Links Mentioned in Today’s Episode:

Dale Corpus on LinkedIn

Dale Corpus on Facebook

Dale Corpus on Instagram

Dale Corpus’s email

Rich Dad Poor Dad

CFC Mentorship Program

Wayne Patton

Wayne Patton phone number

APT Capital Group

APT Capital Group - YouTube Channel

Passive Income Through Multifamily Real Estate Facebook Group