What are the impacts of current events on multifamily real estate and syndication? And is UBIT really that daunting?
Josh Plave is the founder of Wall to Main, a project dedicated to educating investors on multifamily real estate. Josh's approach breaks down complex topics like multifamily real estate markets, deal structure, and UBIT into accessible tools that cover specifics many others miss.
Some of the foundations and strengths of multifamily real estate investing
Introduce the concepts of real estate investment syndications
Current events in multifamily real estate: COVID, rent collection, evictions, work from home pressures, interest rates, and more!
Current deal flow
UBIT Calculator and investment case study
Meet the hosts
Business & Sales Operations Manager
Brendan Walsh is a fintech entrepreneur and Wisconsin-Madison graduate, coming from the financial advising and the retirement industry in Chicago. Before joining Rocket Dollar, He consulted various fintech, crypto, and blockchain startups growing throughout his home city. He is also the first to relocate from outside Austin to join the growing Rocket Dollar home office.
He specializes in sales and customer service automation, operations, and partnership management. Brendan has a talent for recognizing opportunities in new markets and creating efficiencies to accelerate the speed of a fintech organization. Using his experience as a financial planner and a 401(k) advisor, Brendan also manages the ever-expanding customer knowledge base for Rocket Dollar.
Brendan can usually be found enjoying the live music scene of Austin, local tech events, biking outdoors, as well as sailing on Lake Travis and around the world.
Founder & Multifamily Investor
Josh Plave is the founder of Wall to Main and a full-time multifamily investor. Investing with his family, they hold a portfolio of over 700 units across three markets.
Josh's experience in retirement accounts began at 16, when he opened his first Roth IRA and began trading equities.
Since then, after the unfortunate passing of his grandfather and mother, he was left with multiple Inherited IRAs. Through careful research and structuring, Josh has been able to further the legacy of prior generations and accelerate the growth of his family's capital.
This experience led to the creation of Wall to Main, where the lessons learned and opportunities found are meant to be shared, free of cost, for those who seek to preserve and grow their wealth for a prosperous future.
Chief Investment Officer & Managing Partner
Chris Carsley brings over 25 years of investment industry expertise specializing in corporate and venture finance, business valuation, business operations efficiency, regulatory compliance practices, securities research, portfolio management, arbitrage trading and hedging.
Previously, Chris was Managing Director of Bluewater Global Ltd., an international holding company where he performed corporate analysis and invested in a variety of direct and indirect venture capital projects.
Prior to entering venture capital investments, Chris was responsible for the creation of the business risk and operational due diligence program as a senior member of the investment research and analysis team at Benchmark Plus Management. He was also the head execution trader of futures, options and OTC based trades for the Benchmark Funds. Chris was a trader for Paloma Securities where he negotiated and structured ISDAs, securities lending, and financing agreements that targeted global arbitrage opportunities primarily for Canadian and European markets. Chris was also a senior member of the hedge fund security finance team performing due diligence for the Paloma hedge funds to assist in enhanced finance/margin treatment and short coverage costs.
Chris started his professional investment career as a portfolio manager for Key Asset Management managing institutional and private client discretionary accounts and was responsible for sales, asset research/valuation and portfolio management.
Chris is currently a member of the Charles Wright Academy Endowment Committee, serving on the Committee since March 2017. He co-founded the Seattle Alternative Investment Association in 2004 and is Co-Head of the executive board of the Seattle CAIA chapter launched in 2017. He earned his Chartered Financial Analyst (CFA) designation in 1998, Chartered Alternative Investment Analyst in 2011, and holds a BBA from the University of Portland..
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