All Forum Posts by: Andrew L.

@Joel Bongco, @Carlos Zamora, thank you so much.  I will DM each of you separately.  Appreciate the quick reply and kind offer

I am an investor based in Fairfield County, CT and just rejoined BP after many years away.

From 2005-2011, I got up to ~150 units in SF & MF both rehab & new construction, Class B & C, but (regrettably) sold all to focus on institutional real estate and private equity.

Since selling off, I got an MS degree in real estate and participated in most asset classes institutionally ($10-250mm+) with a focus on SF & MF. I have invested in or funded (equity & debt) thousands of units in dozens of states with or on behalf of a variety of domestic and non-U.S. private equity funds, family offices, and institutional investors, and also co-founded / operated several businesses.

I’m still figuring out where opportunities are / will be and consume a wide variety of materials. I’m a big mosaic theory person and try and recognize/find the value in every(one/thing). Right now (Q3 2024) everything seems overbanked/overbought.

Currently, my focus has been purposely broad but currently split between:

A) SF business (wholesaling/rehab) I was asked to take over (on almost no notice – am still badly catching up) and

B) Small balance MF and mobile/manufactured housing (<~50-100 units for physical/operational value add)

I have made some progress on each but not where I would like to be although I have just recently gotten involved in the sub-institutional space again.

Feel free to connect, happy to chat, happy to help you if I can, and look forward to seeing everyone out on the field!

Hi -

I've recently inherited (or what amounts to inherited) a small fix/flip & wholesaling business that consists of a website where users enter property, situation and contact details which populates jotform and through zapier feeds a CRM.  The person then gets called and qualed and so it begins.

I am reasonably tech savvy but not as much in this realm (not yet I guess) and nobody end to end owns the process.  Additionally the CRM has to be one of the buggiest pieces of software with the absolute worst support Ive seen in my adult life, so I wont name them here.  While I understand that I come from a fairly long and hardened institutional background, I am absolutely astonished by their apparent commercial success.  This is what passes I guess.

Anyone have ideas for better integration/workflow and/or rec.s for a CRM?  I have been through numerous CRM reviews but many seem to be affiliate/promotions in disguise or at least lack objective comparative context.  I thought perhaps a consulting service would introduce some measure of impartiality since its ostensibly an open architecture/'free to choose' environment.  As well, in order to properly scale I would prefer someone with more proficience here to at least look at what we are doing and spitball a few suggestions.

Thanks so much in advance and apologies if I haven't found a prior relevant answer in the forums I believe I have checked though.  Feel free to DM too