
224. Creating the Beatles of Real Estate with Neil Bertrand
05/11/22 • 31 min
Multi-family veteran Neil Bertrand discusses his experience as a property executive and his advice for young people who are interested in entering the real estate industry. During this time, he's seen the passive income opportunities available in multifamily grow, as well as the need for better strategic management of these properties. In this episode, John shares his insights on passive income and real estate investing, discussing how technology has helped make these strategies more accessible to everyone. He also discusses the importance of having a regional strategy when managing multifamily properties, and how being able to work with quality partners is key to success. He discusses the challenges that he has faced in his career, how to make the transition from property executive to successful real estate investor, and how to find the right team to help you achieve your goals.
[00:01 - 02:28] Opening Segment
- I welcome Neil to the show
- a 25 year multifamily veteran
- has held positions with 4 NMHC Top 50 Firms
- Neil’s life as a musician
-
- Finding balance with the help of passion in music
- Focusing on the numbers
[07:15 - 17:48] Building A Business
- Switching from the employment world to becoming a business owner
- Becoming friends with a CFO who has similar ideas
- Neil shares some advice for others who are starting a business
[17:49 - 27:42] Past Experiences and Future Goals
- The Leander Apartments
- Neil’s experience with working on a renovation project
-
- Taking caution when pairing up with people that you do not agree with
- Focusing on multifamily projects and build-to-rent duplex communities
- Neil’s goal of building 5000 units within 5 years
[27:43 - 31:05] Closing Segment
- Finding the right partners and helping as many people as possible
- Final words
- See links below to connect with Neil
Quotes:
“It's about long term relationships. It's about win-win. And it's about helping as many other people as we can to kind of realize their potential and realize their goals as well.” - Neil Bertrand
“You can put any 4 musicians in a room, and they’ll play a song. But if you put the right 4 musicians in a room, that’s when you get the Rolling Stones, the Beatles, Kiss...you get the iconic bands.” - Neil Bertrand
You can connect with Neil through LinkedIn, or you can email him at [email protected]. Also visit www.rgxinvest.com for more information.
WANT TO LEARN MORE?
Connect with me through LinkedIn
Or send me an email [email protected]
Visit my website www.luxe-cap.com or my Youtube channel
Thanks for tuning in!
Multi-family veteran Neil Bertrand discusses his experience as a property executive and his advice for young people who are interested in entering the real estate industry. During this time, he's seen the passive income opportunities available in multifamily grow, as well as the need for better strategic management of these properties. In this episode, John shares his insights on passive income and real estate investing, discussing how technology has helped make these strategies more accessible to everyone. He also discusses the importance of having a regional strategy when managing multifamily properties, and how being able to work with quality partners is key to success. He discusses the challenges that he has faced in his career, how to make the transition from property executive to successful real estate investor, and how to find the right team to help you achieve your goals.
[00:01 - 02:28] Opening Segment
- I welcome Neil to the show
- a 25 year multifamily veteran
- has held positions with 4 NMHC Top 50 Firms
- Neil’s life as a musician
-
- Finding balance with the help of passion in music
- Focusing on the numbers
[07:15 - 17:48] Building A Business
- Switching from the employment world to becoming a business owner
- Becoming friends with a CFO who has similar ideas
- Neil shares some advice for others who are starting a business
[17:49 - 27:42] Past Experiences and Future Goals
- The Leander Apartments
- Neil’s experience with working on a renovation project
-
- Taking caution when pairing up with people that you do not agree with
- Focusing on multifamily projects and build-to-rent duplex communities
- Neil’s goal of building 5000 units within 5 years
[27:43 - 31:05] Closing Segment
- Finding the right partners and helping as many people as possible
- Final words
- See links below to connect with Neil
Quotes:
“It's about long term relationships. It's about win-win. And it's about helping as many other people as we can to kind of realize their potential and realize their goals as well.” - Neil Bertrand
“You can put any 4 musicians in a room, and they’ll play a song. But if you put the right 4 musicians in a room, that’s when you get the Rolling Stones, the Beatles, Kiss...you get the iconic bands.” - Neil Bertrand
You can connect with Neil through LinkedIn, or you can email him at [email protected]. Also visit www.rgxinvest.com for more information.
WANT TO LEARN MORE?
Connect with me through LinkedIn
Or send me an email [email protected]
Visit my website www.luxe-cap.com or my Youtube channel
Thanks for tuning in!
Previous Episode

223. Investing Shorts - The Gift of Giving with Ari Rastegar
In this episode, Ari Rastegar, “The Oracle of Austin” talks about why contributions are so important and how it can enrich our lives. As one of the Commercial Observer’s Power 100 list, Ari emphasizes having a mindset of why you're doing what you're doing. You have to have a goal in your mind, and you have to be willing to work hard towards that goal. But Ari also thinks it's important to have a mindset of gratitude. Join us as we explore ways that we can use our creativity and skills to make a difference in the world!
[00:00 - 03:19] Opening Segment
- I welcome Ari to the show
- Saving up before investing in real estate
- Ari talks about how his upbringing influenced his views on wealth and giving back to the community
[03:19 - 08:10] Giving Back to the Community
- Being taught generosity at an early age
- Teaching children healthy habits
- Sponsoring a soccer league
[08:11 - 09:47] Closing Segment
- The Gift of Failure
- Final words
- See links below to connect with Ari
Quotes:
"While money doesn't buy happiness, passive income does have the potential to buy back your time." - Ari Rastegar
"If you have something, no matter what it is, big or small, there's always somebody that has less." - Ari Rastegar
You can connect with Ari through LinkedIn, Instagram, Twitter, Facebook, or you can email him at [email protected]. Listen to his podcast, “The Gift of Failure''! To learn more, visit www.rastegarproperty.com.
WANT TO LEARN MORE?
Connect with me through LinkedIn
Or send me an email [email protected]
Visit my website www.luxe-cap.com or my Youtube channel
Thanks for tuning in!
Next Episode

225. Investing Shorts - Mindset and Key Strategies in Investing with Eunicia Peret
In today’s Investing Shorts, we'll explore the strategies and habits that have helped this financial planner and real estate investor grow her money faster than anyone else. We'll hear about one habit that's helped Eunicia Peret achieve extraordinary financial success with one simple tip: focus on your mindset. We'll discuss how to change your mindset for success, and how to apply this skill to your finances and life in general. So please join us, and let's start focusing on your mindset!
[00:00 - 01:24] Opening Segment
- I welcome Eunice to the show
- The mindset behind successful real estate investing
[01:24 - 06:35] Mindset and Key Strategies
- Refining your approach in order to be more relevant
- Key pitfalls to avoid when investing in private equity deals
- Maximizing the potential of private equity
[06:36 - 08:09] Closing Segment
- See links below to connect with Eunicia
- 5 point checklist to avoid the biggest pitfalls
- Final words
Quotes:
"We are nothing short of rigorous in our approach to evaluating investments." - Eunicia Peret
You can connect with Eunicia through LinkedIn, Instagram, and Facebook. Avoid the 5 biggest financial pitfalls by signing up at www.empoweredfinancialplanner.com/pitfalls!
WANT TO LEARN MORE?
Connect with me through LinkedIn
Or send me an email [email protected]
Visit my website www.luxe-cap.com or my Youtube channel
Thanks for tuning in!
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