Surgeon Syndicate

Ep99: What Every Investor Needs to Know About Sale-Leaseback Agreements

Uncover the power of sale-leaseback deals and their perks in real estate, along with why financial advice from an accountant is essential, especially for commercial leases. Dive into this episode to know why owning a building may not always be the best choice for real estate investors.
 
What you’ll learn from this episode
Sale-leaseback transaction: What it is and its advantages
Why it’s crucial to seek financial planning advice from an accountant 
The importance of market research when investing in commercial leases 
How to manage property conditions when buying a commercial building
A primary reason why owning a commercial property might not always be ideal
 
Connect With Us
If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at TheFortressCapital.com  
LinkedIn: Michael McManus
Instagram: @michaelmcmanusp
Facebook: Michael McManus

Ep98 A Risk-Averse Approach to Real Estate with Dr. Vasu Kakarlapudi - Part 2

If you want better loan terms for financing your real estate business, this episode with Dr. Vasu Kakarlapudi is for you! Gain expert insights tailored for full-time doctors navigating the realm of medical facility ownership. Learn savvy tips on safeguarding yourself in competitive real estate transactions.
 
What you’ll learn from this episode
Benefits of owner-occupied properties in the lending process
The secret to securing favorable business loan terms
Expert advice for full-time doctors who own medical facilities 
How to protect yourself from a competitive real estate transaction 
A great way to give back to your community through real estate  
 
Resources mentioned in this episode 
Home of the Innocents
 
About Dr. Vasu Kakarlapudi 
Dr. Vasu Kakarlapudi, founder of Apta Investment Group, channels his passion for healthcare and financial success by offering a proven pathway to real asset investments for professionals like himself. With over 18 years of experience in commercial real estate, Vasu's meticulous approach mirrors his surgical precision as a board-certified ENT surgeon with an MBA. Apta, backed by expert partnerships, boasts a track record of over $1 billion in profitable multifamily investments, emphasizing Vasu's commitment to creating value for investors and his dedication to lifelong learning, meditation, and family time.
Connect with Dr. Vasu
Website: Apta Investment Group
LinkedIn: Vasu Kakarlapudi, M.D.
 
Connect with us
If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at TheFortressCapital.com  
LinkedIn: Michael McManus
Instagram: @michaelmcmanusp
Facebook: Michael McManus

Ep97: A Risk-Averse Approach to Real Estate with Dr. Vasu Kakarlapudi - Part 1

Understand the value of paying the right amount of taxes with the savvy insights of Dr. Vasu Kakarlapudi. Join him on a risk-averse real estate investing journey with steps guided by expertise and a strategic approach. Learn how to minimize risk and maximize returns in your real estate investments with these expert tips.
 
What you’ll learn from this episode
The value of paying and minimizing taxes in real estate
A meticulous approach to real estate investing
How doctors can minimize risk in real estate investments
Medical surgeons’ competitive edge in real estate 
 
Resources mentioned in this episode 
Tax-Free Wealth by Tom Wheelwright | Kindle and Paperback
Passive Income MD
 
About Dr. Vasu Kakarlapudi 
Dr. Vasu Kakarlapudi, founder of Apta Investment Group, channels his passion for healthcare and financial success by offering a proven pathway to real asset investments for professionals like himself. With over 18 years of experience in commercial real estate, Vasu's meticulous approach mirrors his surgical precision as a board-certified ENT surgeon with an MBA. Apta, backed by expert partnerships, boasts a track record of over $1 billion in profitable multifamily investments, emphasizing Vasu's commitment to creating value for investors and his dedication to lifelong learning, meditation, and family time.
 
Connect with Dr. Vasu
Website: Apta Investment Group
LinkedIn: Vasu Kakarlapudi, M.D.
 
Connect with us
If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at TheFortressCapital.com  
LinkedIn: Michael McManus
Instagram: @michaelmcmanusp
Facebook: Michael McManus

Ep96: The ABCs of Outdoor Industrial Storage Investing (OIS)

Curious about outdoor industrial storage (OIS)? Tune in to uncover its advantages and risks and why leasing OIS spaces is a smart move for investors and businesses. Explore this key asset class and unlock its potential for your ventures!
 
What you’ll learn from this episode
Outdoor industrial storage (OIS) vs. traditional warehousing
What challenges does OIS encounter?
Characteristics of potential lessees of OIS
Key reasons why you should lease OIS rather than own them
Essential factors to consider in OIS investing
 
Connect With Us
If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at TheFortressCapital.com  
LinkedIn: Michael McManus
Instagram: @michaelmcmanusp
Facebook: Michael McManus

Ep95: The Power of Coaching in Pursuit of High-Level Success with Zach Oehlman - Part 2

Find the perfect coach for you and your business with Zach Oehlman's essential guide to high-level success. Discover the key traits of a great coach and the transformative benefits they bring to your journey. Plus, learn how savvy entrepreneurs buy businesses and secure their profits through strategic real estate investments.
 
What you’ll learn from this episode
A step-by-step guide to finding the right coach 
Qualities of a great coach and the benefits of hiring one
Upsides of buying businesses and storing profits in real estate 
How to buy existing businesses and acquire their processes
Zach’s systematic approach to his coaching client service
About Zach Oehlman
Zach is the founder of Learn and Grow Rich, a dynamic platform empowering individuals to attain holistic wealth and prosperity. Zach’s background is rooted in a small farming community in Northwest Indiana, where he learned the values of hard work and perseverance. After earning a double degree in Finance and Business from Indiana University, he went on to work as a commodities broker at the Chicago Board of Trade. He eventually became a high-end financial consultant. 
 
After his corporate job, Zach became an entrepreneur and now runs multiple companies with over 45 people in 11 countries. His focus is on starting, scaling, and selling businesses. He and his wife have been traveling the world full-time for the last 3.5 years.
 
Connect with Zach
Website: Learn and Grow Rich
Facebook: Learn And Grow Rich
 
Connect with us
If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at TheFortressCapital.com  
LinkedIn: Michael McManus
Instagram: @michaelmcmanusp
Facebook: Michael McManus

Ep94: The Power of Coaching in Pursuit of High-Level Success with Zach Oehlman - Part 1

Explore Zach Oehlman's inspiring journey in empowering communities with financial knowledge. Learn how balancing success and happiness can profoundly impact lives. Discover coaching and education's crucial roles in pursuit of success, and find tips for selecting the right coach to guide you on your journey.
 
What you’ll learn from this episode
Zach’s passion to empower communities with financial literacy
The value of being highly successful and happy at the same time
A common misconception about entrepreneurship
How coaching and education play vital roles in achieving success
What it takes to be a coach and how to find the right one for your
 
Resources mentioned in this episode 
Tony Robbins
 
About Zach Oehlman
Zach is the founder of Learn and Grow Rich, a dynamic platform empowering individuals to attain holistic wealth and prosperity. Zach’s background is rooted in a small farming community in Northwest Indiana, where he learned the values of hard work and perseverance. After earning a double degree in Finance and Business from Indiana University, he went on to work as a commodities broker at the Chicago Board of Trade. He eventually became a high-end financial consultant. 
 
After his corporate job, Zach became an entrepreneur and now runs multiple companies with over 45 people in 11 countries. His focus is on starting, scaling, and selling businesses. He and his wife have been traveling the world full-time for the last 3.5 years.
 
Connect with Zach
Website: Learn and Grow Rich
Facebook: Learn And Grow Rich     
 
Connect with us
If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at TheFortressCapital.com  
LinkedIn: Michael McManus
Instagram: @michaelmcmanusp
Facebook: Michael McManus

Ep93: Navigating Misconceptions in Commercial Real Estate Amidst Headline Hype

Read through all the drama of headline news and navigate through the noise as we debunk common misconceptions about commercial real estate. Discover why, despite challenges, the office space remains a lucrative investment opportunity and should still be on your investment radar for diversification and long-term growth. 
 
What you’ll learn from this episode
How to identify the overstated presentations of headline news
Is the office asset class still a good investment?
Misconceptions about the collapse of commercial real estate
Why you should consider adding commercial real estate to your portfolio 
 
Resources mentioned in this episode 
CMBS Delinquency Volume Increased by 3.39 Percent in January
 
Connect With Us
If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at TheFortressCapital.com  
LinkedIn: Michael McManus
Instagram: @michaelmcmanusp
Facebook: Michael McManus

Ep92: The Powerhouse Factors Behind High-Performing Investors with Mark Faris - Part 2

Dive into the minds of top investors and the game-changing secrets they use to dominate the market with our guest, Mark Faris. Uncover the power of having wise mentors and the recipe for a dream real estate team. Plus, leverage a clear vision to propel your investments forward. Transform your investing game by tuning in!
 
What you’ll learn from this episode
The power of mentorship in elevating your mindset in life  
3 common traits the best leaders and coaches possess 
Qualities of an effective team player for your organization  
Tips for effectively delegating tasks in your business
Why is having a company vision so important
 
Resources mentioned in this episode 
Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle and Paperback
Think and Grow Rich by Napoleon Hill | Kindle and Paperback
How to Win Friends and Influence People by Dale Carnegie | Kindle, Paperback, and Hardcover
Good to Great by Jim Collins | Kindle and Hardcover
Vivid Vision by Cameron Herold | Kindle, Paperback, and Hardcover
 
About Mark Faris
 
Mark founded Faris Capital Partners to help Canadian and American real estate investors buy multifamily apartments in Florida, providing an incredible investment opportunity combined with exceptional service. Mark and his wife Joanna co-founded Faris Team Real Estate Brokerage in 2007, turning it into a mega real estate team that has transacted over 8 billion dollars in Real Estate sales and set record success in Canada. Mark has expanded the real estate brokerage into Florida, USA. To date, Mark owns and operates over $160 million in multifamily, single-family, and commercial assets. Mark attributes much of his success playing hockey in Canada, the USA, and Sweden and his success in Real Estate to his commitment to excellence and going FULL OUT.
 
Connect with Mark Faris
Website: Faris Capital Partners
Instagram: @faris.capital.partners
 
Connect with Us
If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at TheFortressCapital.com 
LinkedIn: Michael McManus
Instagram: @michaelmcmanusp
Facebook: Michael McManus

Ep91: The Powerhouse Factors Behind High-Performing Investors with Mark Faris - Part 1

Explore the hidden drivers of investment success and untapped real estate frontiers, and learn to navigate pre-purchase hurdles in this episode with Mark Faris confidently. Uncover mentorship secrets, due diligence tips, and powerful habits that propel top performers to the next level!
 
What you’ll learn from this episode
Emerging markets to invest real estate in
Tips for conducting due diligence before investing in properties 
Life lessons on overcoming challenges from a seasoned investor 
How mentors and coaches add value to achieving success
Keys to becoming a high-performing individual 
 
Resources mentioned in this episode 
Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle and Paperback
Think and Grow Rich by Napoleon Hill | Kindle and Paperback
 
About Mark Faris
 
Mark founded Faris Capital Partners to help Canadian and American real estate investors buy multifamily apartments in Florida, providing an incredible investment opportunity combined with exceptional service. Mark and his wife Joanna co-founded Faris Team Real Estate Brokerage in 2007, turning it into a mega real estate team that has transacted over 8 billion dollars in Real Estate sales and set record success in Canada. Mark has expanded the real estate brokerage into Florida, USA. To date, Mark owns and operates over $160 million in multifamily, single-family, and commercial assets. Mark attributes much of his success playing hockey in Canada, the USA, and Sweden and his success in Real Estate to his commitment to excellence and going FULL OUT.
 
Connect with Mark 
Website: Faris Capital Partners
Instagram: @faris.capital.partners
 
Connect with us
If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at TheFortressCapital.com 
LinkedIn: Michael McManus
Instagram: @michaelmcmanusp
Facebook: Michael McManus

Ep90: How to Ace Your First Real Estate Syndication

If the thought of your first real estate syndication deal is intimidating, this episode is just for you. Dive into this beginner's guide, uncovering the essential steps to investing in your debut syndication deal. Learn the critical role of legal experts in navigating syndication documents for clarity, protection, and syndication success.
 
What you’ll learn from this episode
Primary steps to investing in your first real estate syndication
The importance of legal experts' insights in syndication documents
An overview of how real estate syndication funding works
Why effective communication with sponsors is crucial in a syndication
 
Resources mentioned in this episode 
Ep54 Simplifying Cost Segregation in Real Estate with Isaac Weinberger
Surgeon Syndicate
 
Connect With Us
If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at TheFortressCapital.com  
LinkedIn: Michael McManus
Instagram: @michaelmcmanusp
Facebook: Michael McManus