Overview of Multifamily Investing Strategies
Sofia started in real estate at the age of 24. She and her husband began buying single-family homes and flipped those until moving into condo conversions and multifamily properties.
In 1993, she and her husband opened a leasing brokerage firm. The company transitioned to what is today BHG; where she remained until she exited to start Ortsac Capital Group, LLC in 2011. Ortsac today holds a $600 million dollar portfolio in multifamily assets and owns $2365+ doors between Florida, Texas, and Tennessee. This portfolio provides her and her family $500,000+ per month in positive cash flow, along with a host of other investments.
Sofia is a passionate philanthropist, she heads up a charity for foster children in Haiti with Food for the Poor, also contributes to the Thembelihle School in Africa and Operation Smiles and Scentsability which works and supports adults with developmental disabilities.
Christal deBoer with Live Oak Capital has been involved in the real estate industry for over 20 years. Christal is the general partner for a 42 unit multifamily property in Indiana and a self-storage property in South Carolina. Christal is also a limited partner in various properties, including a 208 unit in Oklahoma and a 64 unit in Charleston, SC. She is also a wife & mom to four amazing kids and runs a growing and vibrant community on Facebook-Miss Multifamily.
Annie Dickerson, co-founder and COO at Goodegg Investments, has invested in multifamily real estate since 2008. Her current portfolio spans multiple markets around the country and includes both active and passive investments.
Annie specializes in strategic brand initiatives, investor education, and marketing. Together, Julie and Annie are creators of the elite online mentorship program the Real Estate Accelerator, hosts of the Life & Money Show podcast, and authors of the book Investing For Good: How To Build Wealth While Also Making An Impact. Annie graduated magna cum laude from the University of Pennsylvania and currently lives in Oakland, CA, with her husband and two boys.
Performing Due Diligence
Arleen Garza launched her real estate investing business in 2012. She and her husband began with a small 24-unit property which they owned and managed. They have sponsored a total of fifteen multi-family acquisitions, taking six properties full cycle with total returns as high as 370%. Currently her multifamily portfolio consists of 3,056 units as a deal sponsor and passive investor in San Antonio, Atlanta, Dallas, Jacksonville, and Houston. In 2017, she was instrumental in starting a management company which currently manages ten properties in San Antonio and Houston, employing about eighty people.
Syndication 101 & Building a Team
Dr. Erin Hudson is a Chiropractor turned real estate investor. In 2009, Erin opened her first wellness center and over the course of a decade, her business flourished and grew to multiple practices. In March of 2020, she sold her business so that she could focus her efforts in the place where her passion lives. When getting started in real estate, Erin and her husband, Drew, acquired 26 rental properties. Mid way through their portfolio expansion, they created a turnkey company with Hudson Investments. They were able to help friends and family purchase investment properties though they never in their wildest dreams thought it could be possible. Within three years they had transacted over 230 acquisitions and dispositions. Since shifting into multifamily, Erin has been the managing partner of 4 deals totaling 168 units over the past two years.
Off-Market Multifamily Deal Flow
Robert will syndicate deals, partner with investment teams and advisors on joint venture opportunities. Robert is heavily involved in sales, marketing and investor relations with passive investors and he partners with different investment teams and advisors on joint venture opportunities in various markets such as NY, NJ, PA, VT, NC, VA.
His Real Estate experience includes many levels of in depth and hands on investment, sales, marketing, construction, leadership, design, budget planning, maintenance, strategic business planning and on-site property management. I own, manage, reposition, rehab, develop, lease, and acquire single & multi-family assets
Prior to real estate he spent 17 years as an executive in the private sector within the luxury 5 star hotel industry representing world renown brands and iconic hotels and resorts working with the corporate sector in sales, marketing and revenue management. He has been engulfed in the real estate community alongside hotels with real estate investing in which he is now invested in a full time capacity over since 2011, growing and expanding his team, assets, outreach and resources.
101 on Multifamily Financing
Julie Peterson serves as a Senior Director for Old Capital. Ms. Peterson is responsible for raising both debt and equity capital for commercial real estate projects throughout the nation. With 30 years of real estate transaction experience, Julie Peterson does not just source funds; she consults with her clients to help solve their immediate needs. She works with all types of income producing real estate and at all levels of the “capital stack”.
Ms. Peterson is the ‘lender of choice’ to many new real estate entrepreneurs. She has a great passion for their success! Originally from the suburbs of Chicago, she and her family live in Carlsbad, California.
Prior to working in multi-family real estate, Amy spent 13 years in the pharmaceutical and biotech industries. She was drawn to the industry because she was able to serve people while they battled serious health challenges.
While traveling on business, she picked up “Rich Dad Poor Dad” by Robert Kiyosaki and a light bulb went off. She realized that her skillset could serve even more people through multifamily real estate by providing clean, safe, affordable housing to working class families; by providing a powerful and proven investment vehicle for friends and family to participate in; and by pouring profits in to organizations that assist underprivileged and sick children.
After several attempts to crack into the industry on her own because of health challenges, Amy was presented with the opportunity to join Quattro Capital. She is active on the GP and LP side of apartments in Alabama, Indiana, Georgia, and Tennessee and is continuing to grow her portfolio with a goal of achieving the 5 Freedoms in the next couple of years.
Amy lives in Los Angeles with her amazing husband Joel. They love college football, traveling, and volunteering their time with organizations that care for children in need.
Rachael Wick is based in Minnesota where she partners with her husband on real estate investments. The couple has a combined total of 54 years experience in education and real estate acquisitions which began in 2003. Their real estate investment properties have included multifamily and single family homes. The couple has used a variety of creative financing methods to acquire properties, contracted renovation skills, and has first hand experience with property and tenant management. Since exiting education, Ken and Rachael’s top priority is to acquire large multifamily properties through syndication which have above average returns for our investors. A critical goal of the Wick’s investment strategy involves implementing social impact strategies to create uplifting communities. Ken and Rachael partner with World Vision through their budding initiative, called the Doors2Donate Program. The initiative’s goal is to sponsor one child per door for every door they own. Rachael has a Master’s of Educational Technology degree and a desire to help others learn.