In this expert level conversation, Jonathan and BD Dweik go deep on the advantages of investing in commercial real estate through a fund of funds model. BD's fund invests in multifamily, self storage, industrial, and retail with experienced operators with a team in place. They look for value add, distressed, and opportunistic deals.

BD is a successful real estate investor with over 25 years, partner at DA Commercial Investors and BoD President for Miraval (267 units). Commercial RE Investment Certificate in 2019 focusing on value-add investment through syndications in multifamily, retail, and storage with ventures exceeding $400M Assets Under Advisement.  He is a father of two that enjoys cooking, driving exotic cars along beautiful coastline for California where he resides.  He hold Bachelor of Science in Electrical & Computer Engineering & MBA with Magna Cum Laude. When BD is not working, he likes to donate his time to teaching youth, hoping to create a a new generation with financial savvy.

Connect with BD:
https://bfi-fund.com/

Takeaways

• Consider the value of passive investing in commercial real estate to achieve financial goals and create a better work-life balance.
• When evaluating deals, prioritize the team, market, and deal itself. Focus on operators with a proven track record and expertise in specific asset classes and markets.
• Build relationships with like-minded investors and provide education on financial literacy to attract and onboard investors.
• Involve children in discussions about money and investing to promote financial literacy from a young age.
• Consider the fund-to-funds model as a way to scale investments and negotiate better terms with operators.

Chapters

00:00
Introduction

01:21
Background and Real Estate Journey

03:06
Transitioning to Full-Time Real Estate

06:36
Choosing the Path of Passive Investing

10:46
Investment Criteria and Portfolio

20:03
Investing in the Current Market

26:06
Managing Investor Expectations

31:20
Attracting Capital and Working with High Net Worth Investors

36:12
Building Relationships and Onboarding Investors

40:24
Working with Operators and Investment Criteria

44:44
Passion for Youth Education

47:26
Final Thoughts and Contact Information

Click to Access the Southwest Airlines 100,000 Point Offer


Email Jonathan with comments or suggestions:

podcast@thesourcecre.com

Or visit the webpage:

www.thesourcecre.com

*Some or all of the show notes may have been generated using AI tools.