Advertise on podcast: Global Investors: Investing in U.S. Real Estate

How can rental properties help you replace your job income and achieve financial freedom? Real estate investor Dustin Heiner shares 20 years of real estate investing lessons, from his first $317 rental income check to becoming “successfully unemployed.” In this episode of the Global Investors Podcast, Charles Carillo sits down with Dustin Heiner, founder of Master Passive Income, to discuss building passive income through rental properties, buying cash-flowing real estate, and avoiding costly mistakes. Dustin started investing in 2006 while working a government job. After experiencing a layoff and dealing with a property manager who stole money from him, he changed the way he approached rental property investing. Today, Dustin discusses his experience building a portfolio of roughly 35 properties, participating in large apartment investments, and creating real estate income without relying on a traditional job. WHAT YOU'LL LEARN: How Dustin started investing in rental properties in 2006. Why getting laid off transformed his approach to financial security. How rental property cash flow can replace employment income. The mistakes that caused his first property manager to steal from him. Why cash flow matters more than hoping for appreciation. Creative financing methods, including DSCR loans and refinancing. How to build a reliable real estate investing team. Why Dustin warns investors about short-term rental risks. How 20 years of real estate investing can build long-term wealth. Learn More About Dustin Here: Master Passive Income - https://masterpassiveincome.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/

New apartment construction can hurt your rental income, increase vacancy rates, and drive tenants away from existing multifamily properties. But why does this happen, and which apartment buildings are most at risk? In this episode of Strategy Saturday (SS289), Charles Carillo explains how new apartment developments impact existing Class A, Class B, and Class C properties—and what multifamily investors and property owners can do to protect their rental income and occupancy rates. When hundreds of new apartment units enter a rental market, developers often attract tenants with aggressive leasing incentives, including free rent, waived security deposits, and reduced fees. These concessions can create a ripple effect throughout the local multifamily market, forcing existing property owners to compete harder to retain tenants. In this episode, you'll discover: Why new apartment construction can increase vacancy rates and slow rent growth. How new Class A developments attract tenants away from existing apartments. Why free rent and leasing concessions create pressure on older properties. How new construction affects Class A, Class B, and Class C multifamily properties differently. Why older Class A apartment buildings can be especially vulnerable to tenant turnover. How property owners can improve tenant retention, manage renewals, and protect occupancy. Whether you're a multifamily real estate investor, apartment building owner, syndicator, or property manager, understanding the impact of new construction can help you make smarter investment and property management decisions. Links Referenced in Episode: - SS271: Strategic Concessions: When They Help and When They Hurt Your Bottom Line - https://youtu.be/ERVasSChZD8   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/

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 this episode, 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/   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/

What if the best real estate deal you ever make is the one you walk away from? In this Strategy Saturday episode, Charles Carillo explains when multifamily real estate investors should stop trying to make a deal work and walk away instead. A bad deal doesn’t become a good deal just because you’ve already invested time, money, and energy into it. And when a property only works under perfect assumptions, small changes in expenses, financing, vacancies, or repairs can quickly destroy your projected returns. In this episode, Charles covers the major warning signs investors should watch for during underwriting and due diligence, including: • When the numbers simply don’t work • Why tight cash-on-cash margins leave little room for mistakes • Debt service coverage ratio concerns • Overreliance on aggressive rent growth • Inconsistencies between financial statements and bank records • Missing management fees, reserves, or vacancy assumptions • Hidden deferred maintenance and major repair costs • Problem tenants and property-level issues • Why investors should verify information before submitting an offer • When best-case underwriting assumptions are a signal to walk away Successful real estate investing isn’t just about knowing which properties to buy. It’s also about developing the discipline to recognize when the risk no longer justifies the potential return. Links Referenced in Episode: - SS134: What is Debt Service Coverage Ratio (DSCR) - https://youtu.be/W6eB7NjThiY 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/

Lauren Cohen was on episode GI100. Lauren helps entrepreneurs, investors, professionals, and families strategically expand into the U.S. through business, investment, real estate, and immigration planning. She has helped hundreds of clients achieve their American dream of investing and/or relocating to the US. Learn More About Lauren Here: www.investingacrossborders.net 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/

Buying a property below market value can look like a great opportunity—but what if the reason you’re buying at a discount is the same reason you’ll eventually have to sell at a discount? In this episode of Strategy Saturday, Charles Carillo discusses the hidden risks of purchasing properties with permanent valuation penalties and why investors should understand exactly what is causing a property to trade below comparable properties. Charles shares the example of a 3-unit property that had been sitting on the market at a discount. After reviewing the location, he discovered that the property was surrounded by industrial buildings, creating a permanent disadvantage compared with nearby residential properties. In this episode, you’ll learn: How an entry discount can be offset by lower rents, reduced tenant demand, longer vacancies, and higher concessions. Why the next buyer may expect the same—or an even larger—discount when you sell. The difference between external obsolescence and functional obsolescence. Examples of permanent issues, including power lines, highways, industrial surroundings, poor layouts, low ceilings, and inadequate parking. When buying a permanently discounted property may still make financial sense. Why cash flow becomes especially important when the property may be difficult to sell during weaker market cycles. Properties with permanent issues can still present opportunities, but investors need to understand that they usually cannot renovate their way out of a poor location. 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/

What makes small bay industrial and retail real estate attractive to investors, and where can the biggest opportunities for value creation be found? In this episode of the Global Investors Podcast, Charles Carillo sits down with Nick Jones to explore investing in small bay industrial and retail properties and the strategies investors can use to uncover opportunities in these often-overlooked commercial real estate sectors. Nick shares his perspective on finding value, evaluating opportunities, and understanding the characteristics that make small bay industrial and retail properties unique compared with other commercial real estate asset classes. Whether you’re an experienced commercial real estate investor or looking to expand beyond traditional multifamily investing, this conversation offers valuable insight into how investors can approach industrial and retail real estate investing. In this episode, you’ll learn about: Small bay industrial real estate investing Retail real estate opportunities Finding hidden value in commercial properties Value-add commercial real estate strategies Evaluating industrial and retail investment opportunities Building value in overlooked commercial real estate assets

Building a multifamily investment team is one of the most important steps in growing a successful real estate portfolio. In this Strategy Saturday episode, Charles Carillo explains how to build a multifamily investment team, which professionals you need at each stage, and when it makes sense to expand your operation. Whether you are self-managing your first apartment property or building a full-scale real estate investment firm, the right team can help you manage daily operations, evaluate deals, raise capital, and acquire more properties. In this episode, Charles discusses: • The foundational team every multifamily investor needs • How brokers, lenders, attorneys, and CPAs support your investments • Why your property manager may be your most important team member • When to hire bookkeepers, contractors, handymen, and insurance brokers • How virtual assistants can save you hours every week • The roles needed to build a true real estate investment firm • When to add asset management, investor relations, marketing, and underwriting • Why hiring part-time and using a 90-day trial can reduce hiring risk • How specialized team members free you to focus on finding and buying properties Multifamily investing is a team sport. As your portfolio grows, surrounding yourself with experienced professionals allows you to scale without becoming an expert in every area of the business. Links Referenced in Episode: SS44: How Do You Build A Real Estate Team? - https://youtu.be/ofBnnnomKGc 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/

How does tax lien investing work—and is it really a way to acquire real estate for pennies on the dollar? In this episode of the Global Investors Podcast, Charles Carillo interviews Stephen Morel, a title attorney with 20 years of property-law experience and the founder and CEO of JurisDeed. Stephen explains how tax lien investing works, why local governments sell delinquent property-tax liens, how investors earn returns during the redemption period, and what happens when a property owner fails to repay the outstanding taxes. You’ll also learn why tax lien investing is primarily an interest-income strategy, not necessarily a shortcut to owning discounted real estate. Stephen breaks down the important differences between tax liens and tax deeds, how foreclosure works, and why legal notices, title research, due diligence, and state-specific regulations matter. In this episode, you’ll discover: • What tax lien investing is and how investors make money • The difference between tax liens and tax deeds • How the tax lien redemption period works • Why tax liens may take priority over existing mortgages • What happens after an investor purchases a tax lien • Why most tax liens are redeemed before foreclosure • The legal and compliance work required from investors • How institutional investors dominate the tax lien market • Why the secondary tax lien market remains fragmented • How JurisDeed is simplifying tax lien investing with data, automation, AI, and legal infrastructure Stephen also shares how Hurricane Katrina changed the direction of his legal career and eventually led him to develop title solutions for tax-sale properties. Today, JurisDeed is working to make the traditionally complex tax lien investment process more accessible to individual investors. Learn More About Stephen Here: - JurisDeed - https://jurisdeed.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/

The thumbnail concept is strong: before/after apartment transformation + Charles pointing + “4-step fix” makes the topic clear. One blind spot: the text is a little packed for mobile, but the message is still understandable. Here’s a YouTube-optimized description: YouTube Description Struggling apartment buildings usually do not fail because of one problem. They often struggle because of poor management, bad tenants, deferred maintenance, weak lease enforcement, or a value-add plan that was never executed correctly. In this Strategy Saturday episode, Charles Carillo explains how to turn around a struggling multifamily property using a structured approach. You’ll learn how to diagnose the real problems, clean up the tenant base, improve property management, address deferred maintenance, and renovate strategically to increase income and property value. If you are a multifamily investor, apartment owner, or real estate investor looking at distressed or underperforming properties, this episode will help you understand what needs to happen before a struggling asset can become a profitable investment. In this episode, Charles discusses: • Why struggling apartment buildings often come down to management problems • How to diagnose the real issues before buying or after closing • Why tenant cleanup is critical for stabilizing a property • How lease enforcement impacts collections and operations • Why deferred maintenance must be handled before major upgrades • How to renovate strategically without over-improving the property • How a structured turnaround plan can unlock value in multifamily real estate Turning around a struggling apartment building is not easy, but with the right plan, it can become one of the most profitable value-add strategies in real estate investing. Links Referenced in Episode: - SS203: Insider Tips for Effective Tenant Screening - https://youtu.be/9F6KehpXq20 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/

C-PACE financing is quickly becoming an important capital tool for commercial real estate investors and developers—but how does it actually work? In this episode of the Global Investors Podcast, Charles Carillo sits down with Sal Tarsia to discuss Commercial Property Assessed Clean Energy (C-PACE) financing and how it is reshaping the commercial real estate capital stack. Sal explains how C-PACE financing can be used to fund eligible energy efficiency, renewable energy, and building improvement projects while providing commercial property owners and developers with another potential source of long-term financing. In this episode, you’ll learn: • What C-PACE financing is and how it works   • How C-PACE fits into the commercial real estate capital stack   • Why developers and property owners are exploring C-PACE financing   • How C-PACE can support eligible building improvements and energy-efficient projects   • The potential benefits and considerations of using C-PACE   • How alternative financing tools are changing commercial real estate   • What investors and developers should understand before pursuing C-PACE financing   Whether you're a commercial real estate investor, multifamily investor, developer, or real estate professional, this episode provides a practical introduction to C-PACE financing and its growing role in CRE. Learn More About Sal Here: CastleGreen Finance - https://castlegreenfinance.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/