Surgeon Syndicate

EP159: Living Rich by Embracing Experiences and Nurturing Relationships

In this episode, Dr. Michael McManus talks about the concept of "living rich" and the importance of prioritizing experiences and relationships over accumulating wealth. He shared his journey of transitioning to a more fulfilling lifestyle through commercial real estate and the challenges he faced. He highlights the amenities of his new office space in Salt Lake City and his intention to use it for networking, learning, and personal enjoyment.
 
What you’ll learn from this episode
Creating memorable moments and taking calculated risks
Mike's journey of transitioning to commercial real estate
The importance of reflecting on one's ideal life and building an income stream that allows for a more meaningful and enjoyable existence
Challenges faced during the transition and the rewards reaped
Amenities of the new office and its potential for networking and learning
 
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  
Website: Surgeon Syndicate
LinkedIn: Michael McManus
Instagram: @michaelmcmanusp
Facebook: Michael McManus

Ep158: Achieve Superior Investment Outcomes Through Capital Stack

Learn how to build a winning real estate investment portfolio by mastering the capital stack. We break down the complexity of real estate financing into easy-to-understand terms. Discover the roles of senior debt, mezzanine debt, preferred equity, and common equity and how they interact to influence risk, return, and overall project health. Tune in for a straightforward guide to mastering the capital stack!
 
What you’ll learn from this episode
A comprehensive guide to the capital stack in real estate syndications
The importance of understanding senior debt, mezzanine debt, preferred equity, and common equity
How each layer of the capital stack influences risk and return profiles
The cost of capital and how it affects project profitability
Risk mitigation strategies within the capital stack
 
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  
Website: Surgeon Syndicate
LinkedIn: Michael McManus
Instagram: @michaelmcmanusp
Facebook: Michael McManus

Ep157: Light Industrial: Invest in the Quiet Giant of Real Estate

Discover why light industrial properties are becoming a hot commodity for smaller investors. In this episode, we break down how these versatile buildings, fueled by e-commerce and last-mile delivery, offer stability and growth potential. Learn about the prime investment locations and how to capitalize on this thriving sector to build a robust real estate portfolio.
 
What you’ll learn from this episode
Differences between light industrial and heavy industrial properties
The impact of e-commerce and last-mile logistics on light industrial demand
Advantages of investing in light industrial real estate
Challenges and risks in the light industrial sector
Future trends and technological impacts on light industrial properties
 
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  
Website: Surgeon Syndicate
LinkedIn: Michael McManus
Instagram: @michaelmcmanusp
Facebook: Michael McManus

Ep156: Score Double Digit Returns Through High-Yield Real Estate with Jamie Metzger - Part 2

Is your property worth a fortune? Jamie Metzger thinks so. In this second half of our conversation, he shares the secrets to turning idle storage units into a cash-generating powerhouse. Learn how to navigate the complexities of self-storage and boat/RV storage investments, from creative financing and syndication to maximizing profits in a seasonal market. Dive in! 
 
What you’ll learn from this episode
Reasons why self-storage offers a dependable investment 
How different markets affect self-storage utilization throughout the year
Insights into expanding and managing large-scale boat/RV storage facilities
Innovative value-add strategies to maximize property value
The value of due diligence, understanding market dynamics, and being prepared to walk away from deals
 
Resources mentioned in this episode 
Radius Plus
TrackIQ
About Jamie Metzger
Jamie is in charge of the vision and planning for Alpine Coast. He aims to identify and capitalize on every potential value-added opportunity through boots-on-the-ground assessments. Jamie and Alesha recently purchased a self-storage property and stabilized it, reduced expenses, and increased revenue by $12,000/month in two months.
Connect with Jamie
Website: Alpine Coast Investments
LinkedIn: Jamie Metzger
Email: jamie@alpinecoastinvestments.com 
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  
Website: Surgeon Syndicate
LinkedIn: Michael McManus
Instagram: @michaelmcmanusp
Facebook: Michael McManus

Ep155: Score Double Digit Returns Through High-Yield Real Estate with Jamie Metzger - Part 1

Learn Jamie Metzger’s secret strategies for spotting hidden gems in the property market, the importance of a solid backup plan, and how his unique perspective from the film industry revolutionized his investment approach. Get ready to be inspired in his journey from zero to $26 million in real estate assets and uncover valuable insights on multifamily and self-storage investments for investors at every level.
 
What you’ll learn from this episode
Golden handcuffs: What it is, when, and how to break free from it
The importance of having backup plans and being adaptable in real estate
Benefits and challenges of multifamily and self-storage investments
Tips for new investors and how to overcome analysis paralysis
Strategies for finding and managing investment properties
 
Resources mentioned in this episode 
Cash Flow Connections - Real Estate Podcast | Apple Podcasts
BiggerPockets
About Jamie Metzger
Jamie is in charge of the vision and planning for Alpine Coast. He aims to identify and capitalize on every potential value-added opportunity through boots-on-the-ground assessments. Jamie and Alesha recently purchased a self-storage property and stabilized it, reduced expenses, and increased revenue by $12,000/month in two months.
 
Connect with Jamie
Website: Alpine Coast Investments
LinkedIn: Jamie Metzger
Email: jamie@alpinecoastinvestments.com 
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  
Website: Surgeon Syndicate
LinkedIn: Michael McManus
Instagram: @michaelmcmanusp
Facebook: Michael McManus

Ep154: SEC Rules 506(b) and 506(c) Simplified for Syndicators

Unravel the complexities of SEC regulations for real estate syndications as we dive deep into Rules 506(b) and 506(c), breaking down the key differences and how they impact your investment strategy. Discover why understanding these rules is essential for both issuers and investors to navigate the world of real estate syndications confidently.
 
What you’ll learn from this episode
A comprehensive guide to Rule 506(b) and Rule 506(c)
How to choose between 506(b) and 506(c) based on your network and advertising needs
Understanding the verification burden and maintaining compliance with anti-fraud provisions
Key aspects and prohibited practices in establishing a substantial relationship with investors
What passive investors should expect and the importance of documentation and record-keeping
 
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  
Website: Surgeon Syndicate
LinkedIn: Michael McManus
Instagram: @michaelmcmanusp
Facebook: Michael McManus

Ep153: Decoding Retail Trends for Savvy Real Estate Investments

What are the latest trends in retail within commercial real estate? Dr. Michael McManus revisits the movement of retailers into shopping centers, the decline of outlet malls, and the impact of inflation and interest rates on consumer behavior. Get insights into successful retail brands, the influence of fast food inflation, and the evolving strategies of major players like Macy's and Target.
 
What you’ll learn from this episode
Why retailers are moving into shopping centers
The truth about retail sales current trends and status
Impact of inflation on different socioeconomic groups
Evolution of AI tools and their potential to create echo chambers
Investment strategies in a high-interest environment
 
Resources mentioned in this episode 
ChatGPT
 
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  
Website: Surgeon Syndicate
LinkedIn: Michael McManus
Instagram: @michaelmcmanusp
Facebook: Michael McManus

Ep152: Real Estate Lessons from a Cross-Country Move

Relocating cross-country comes with its challenges, especially for those involved in real estate investing. In this episode, Dr. Mike McManus dives into the chaos and excitement of relocating, plus real estate tips and tricks learned from places like Minnesota and Montana. Get ready for a mix of road trip stories, investment insights, and practical advice to keep you hooked. 
 
What you’ll learn from this episode
The adventure of moving cross-country and the unexpected challenges that arise
Benefits of turning properties into condos for increased value
Understanding the dynamics of renting vs. buying a home in a new city
Advantages of partnering with experienced investors 
Why renting can be advantageous in an inflated housing market
 
Resources mentioned in this episode 
Excelstra
 
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  
Website: Surgeon Syndicate
LinkedIn: Michael McManus
Instagram: @michaelmcmanusp
Facebook: Michael McManus

Ep151: Double Down on Stability with These Investment Safety Nets

Discover the strategic advantages of investing in debt funds versus stabilized retail properties with national triple-net tenants. We explore the nuances, benefits, and risks associated with these two investment approaches, offering valuable insights to help you make informed decisions and optimize your portfolio.
 
What you’ll learn from this episode
Debt funds: What they are, how they work, and why investors are turning to them
Benefits of stabilized retail with national triple net tenants
The importance of seniority in the capital stack and its impact on investment security
Comparative analysis of income stability, risk factors, and potential returns between debt funds and stabilized retail
The role of market trends and economic conditions in shaping investment strategies
 
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  
Website: Surgeon Syndicate
LinkedIn: Michael McManus
Instagram: @michaelmcmanusp
Facebook: Michael McManus

Ep150: What to Expect When Downsizing and Preserving Real Estate Investments

Do you want to know the realities of relocating and investing in real estate? Join Dr. Michael McManus as he wraps up his series, sharing the ups and downs of moving, downsizing, and sustaining real estate investments. Gain insights on networking, finding vacant properties, balancing action with perfection, and reflecting on career transitions and family milestones by tuning in!
 
What you’ll learn from this episode
The complexities of moving and downsizing
How do you know when it's time to let go of a deal?
Different challenges of leaving a stable career for entrepreneurship
Importance of consistent action over perfection in achieving success
Why it’s vital to expand professional networks and partnerships in a new city
 
Resources mentioned in this episode 
College Movers
U-Pack
 
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  
Website: Surgeon Syndicate
LinkedIn: Michael McManus
Instagram: @michaelmcmanusp
Facebook: Michael McManus