The Capital Stack
072. Effective Asset Management While Working Full-Time with Joanne Santiago
★ Join Our Investor Club ★ https://forms.gle/AEpWgPg7krd8YzPU8
Want investment opportunities that align with your goals? At Birch Prosper, our team considers your unique criteria to identify the best opportunities. Let’s start the conversation!
Just go to: https://calendly.com/birch-prosper/intro-meeting-15-min-clone
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Don’t miss this episode where we discuss effective asset management in syndication deals, and how sponsors, who have a full-time job, can achieve balance in this business.
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About the guest:
Joanne Santiago is a real estate investor / syndicator with over 23 years’ experience in software engineering at a Fortune 500 company. She has a portfolio of over 1,100 units in key markets throughout Texas, and has led software and hardware teams, quality assurance teams, production, and has even worked with AI.
Connect with Joanne Santiago:
Website: https://www.hearthstoneventuresinc.com/
LinkedIn: https://www.linkedin.com/in/joanne-santiago-741767/
Episode Highlights:
✔️ Defining the scope of a capex/business plan in apartment deals
✔️ The importance of capex timing and why it’s essential to allocate capital to the pre-exit phase of the project
✔️ What is unfinanced vs financed rehab?
✔️ Effective time management when balancing being a GP, while working a full-time job
✔️ Joining mentorship programs to compress the learning and win big
🎯 Actionable tip for new investors: Take action. Get educated to make sure you can identify the right syndicator/sponsor for you.
📚 Book of the week:“Best in Class” by Kyle Mitchell and Gary Lipsky
💡 Question of the week: What profession(s) has a skill set that is directly applicable to operating large deals as a CRE syndicator❓
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💡 Interested in learning more about opportunities to partner in deals as a passive investor?
★ Join Our Investor Club ★ https://forms.gle/AEpWgPg7krd8YzPU8
Connect with us!
BRANDON’S LINKEDIN: https://www.linkedin.com/in/brandon-e-jenkins/
BIRCH PROSPER INSTAGRAM: @birch_prosper
BIRCH PROSPER INVESTOR CLUB: https://bit.ly/birch-prosper-investor-portal
BIRCH PROSPER WEBSITE: https://www.birchprosper.com/
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🤝🏻 ARE YOU AN INVESTOR IN THE DC-MD-VA AREA?
Be sure to join our local meetup group!
DMV Apartment Investor Community page: https://www.meetup.com/dmv-apartment-investor-community/
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Interested in investing with Birch Prosper? Let's chat! Schedule a call with us.
Schedule a 15 min intro call (Calendly link): https://calendly.com/birch-prosper
ATTENTION - Are you a real estate investor looking to attract $500k - $3M in new investor capital?
Let us help! 👉 info.capitalmasterypro.com
--
💡 Interested in learning more about opportunities to partner in deals as a passive investor?
★ Join Our Investor Club ★ https://forms.gle/AEpWgPg7krd8YzPU8
★ Join Our Investor Club ★ https://forms.gle/AEpWgPg7krd8YzPU8
Want investment opportunities that align with your goals? At Birch Prosper, our team considers your unique criteria to identify the best opportunities. Let’s start the conversation!
Just go to: https://calendly.com/birch-prosper/intro-meeting-15-min-clone
--
Don’t miss this episode where we discuss effective asset management in syndication deals, and how sponsors, who have a full-time job, can achieve balance in this business.
--
About the guest:
Joanne Santiago is a real estate investor / syndicator with over 23 years’ experience in software engineering at a Fortune 500 company. She has a portfolio of over 1,100 units in key markets throughout Texas, and has led software and hardware teams, quality assurance teams, production, and has even worked with AI.
Connect with Joanne Santiago:
Website: https://www.hearthstoneventuresinc.com/
LinkedIn: https://www.linkedin.com/in/joanne-santiago-741767/
Episode Highlights:
✔️ Defining the scope of a capex/business plan in apartment deals
✔️ The importance of capex timing and why it’s essential to allocate capital to the pre-exit phase of the project
✔️ What is unfinanced vs financed rehab?
✔️ Effective time management when balancing being a GP, while working a full-time job
✔️ Joining mentorship programs to compress the learning and win big
🎯 Actionable tip for new investors: Take action. Get educated to make sure you can identify the right syndicator/sponsor for you.
📚 Book of the week:“Best in Class” by Kyle Mitchell and Gary Lipsky
💡 Question of the week: What profession(s) has a skill set that is directly applicable to operating large deals as a CRE syndicator❓
--
💡 Interested in learning more about opportunities to partner in deals as a passive investor?
★ Join Our Investor Club ★ https://forms.gle/AEpWgPg7krd8YzPU8
Connect with us!
BRANDON’S LINKEDIN: https://www.linkedin.com/in/brandon-e-jenkins/
BIRCH PROSPER INSTAGRAM: @birch_prosper
BIRCH PROSPER INVESTOR CLUB: https://bit.ly/birch-prosper-investor-portal
BIRCH PROSPER WEBSITE: https://www.birchprosper.com/
--
🤝🏻 ARE YOU AN INVESTOR IN THE DC-MD-VA AREA?
Be sure to join our local meetup group!
DMV Apartment Investor Community page: https://www.meetup.com/dmv-apartment-investor-community/
--
Interested in investing with Birch Prosper? Let's chat! Schedule a call with us.
Schedule a 15 min intro call (Calendly link): https://calendly.com/birch-prosper
ATTENTION - Are you a real estate investor looking to attract $500k - $3M in new investor capital?
Let us help! 👉 info.capitalmasterypro.com
--
💡 Interested in learning more about opportunities to partner in deals as a passive investor?
★ Join Our Investor Club ★ https://forms.gle/AEpWgPg7krd8YzPU8