Global Investors: Investing in U.S. Real Estate

How can you run a private lending business while traveling the world full time? In this episode of the Global Investors Podcast, Charles Carillo sits down with Harley Green, founder of InvestAway, to discuss his transition from nearly 20 years as a computer engineer to real estate investor and private lender. Harley explains how InvestAway approaches asset-based private lending without traditional credit checks, how borrowers can potentially receive funding in as little as three business days, and how investors can participate in real estate-secured loans through a direct co-lending model. They also discuss using self-directed IRAs for private lending, underwriting fix-and-flip and BRRRR projects, construction draws, avoiding risky second-position loans, and how Harley uses virtual assistants, technology, and AI to operate his business remotely while traveling internationally with his family. Harley also shares why InvestAway focuses heavily on protecting capital through the underlying real estate and why chasing higher returns through second-position lending can expose investors to substantially more risk. Learn more about Harley Green: InvestAway: investaway.co Private Lending Guide: investaway.co/pml7mistakes LinkedIn - https://www.linkedin.com/in/harleygreen Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com ◾ Learn How To Invest In Real Estate: https://www.SyndicationSuperstars.com/ ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/

Deferred maintenance can quickly turn a profitable multifamily investment into an expensive problem if repairs aren’t properly identified and budgeted before closing. In SS288, Charles Carillo explains how multifamily investors can properly budget for deferred maintenance, starting with a physical needs assessment and identifying the remaining useful life of major building systems. You’ll learn how to: Identify deferred maintenance during due diligence Prioritize immediate, operational, and cosmetic repairs Separate routine OpEx from major CapEx Budget for roofs, HVAC systems, boilers, parking lots, and other major repairs Build and fund a reserve account Avoid relying on property cash flow for major first-year repairs Charles also explains why being properly capitalized is critical when purchasing and repositioning multifamily properties. SS288- How to Budget for Deferr… Links Referenced in Episode: - SS267: Deferred Maintenance: How to Spot and Budget for Hidden Property Issues - https://youtu.be/YpOI1WVtCQE Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com ◾ Learn How To Invest In Real Estate: https://www.SyndicationSuperstars.com/ ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/

In this episode of the Global Investors Podcast, Charles Carillo sits down with Mark Miller, Managing Director of the Hilton Family Office and CEO of Hilton Tax and Wealth Advisors, to discuss the strategies family offices use to approach investing, risk management, taxes, business exits, and long-term wealth building. Mark explains what a family office actually is, the difference between single-family, multi-family, and virtual family offices, and why the approach used by wealthy families can look very different from traditional retail wealth management. In this episode, you’ll learn: What a family office is and how it works When a family office may make sense based on net worth Family office investing vs. traditional wealth management Why Mark challenges the traditional 60/40 portfolio How wealthy investors think about risk and capital preservation Why investment discipline and systems matter How business owners can prepare years in advance for an exit The relationship between expected returns and investment risk How advanced tax planning fits into long-term wealth building Lessons Mark has learned during nearly 40 years in financial services Mark also discusses the philosophy behind his book, Hilton Wealth: How to Invest Like an American Dynasty, and the idea of bringing institutional-style wealth strategies to a broader group of investors.Learn More About Mark Here: https://www.hiltonwealth.com/ Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com ◾ Learn How To Invest In Real Estate: https://www.SyndicationSuperstars.com/ ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/

Is your property fully occupied but still underperforming? In SS287, Charles Carillo breaks down the key performance metrics every multifamily operator and real estate investor should be tracking to understand how their properties are actually performing. You’ll learn how to monitor financial, operational, leasing, and marketing KPIs—including net operating income (NOI), economic vacancy, physical occupancy, tenant turnover, lease renewals, turn time, maintenance resolution time, traffic-to-lease rate, and cost per lease. Rather than relying only on industry averages, Charles explains why comparing your current numbers with previous months can help uncover negative trends before they become larger operational problems. If you’re interested in actively investing in multifamily real estate, visit syndicationsuperstars.com and join the waitlist for the one-on-one mentoring program.

Senate Eskridge is based in Idaho and has partnered on over 1,000 multifamily units across the country (and counting), helping nearly 100 people from all walks of life invest in multifamily real estate. Senate founded The Idaho Summit and The Idaho Real Estate Conference, and also runs the Magic Valley Real Estate Investors Meet-Up. Learn more about Senate Eskridge: Senate Eskridge - https://senateeskridge.com/ Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com ◾ Learn How To Invest In Real Estate: https://www.SyndicationSuperstars.com/ ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/