Artwork

Content provided by Charles Carillo. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Charles Carillo or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

GI313: Structuring Smarter Real Estate Deals with Morgan Keim

40:51
 
Share
 

Manage episode 490852777 series 2537956
Content provided by Charles Carillo. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Charles Carillo or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Morgan Keim joins Charles Carillo to share how he transitioned from raising over $500 million in venture capital for food-tech startups to building long-term wealth through real estate investing. In this episode, Morgan breaks down his strategy behind launching a 75-unit affordable housing fund, investing in over 50 multifamily syndications, and using creative structures like subject-to and seller financing.

You’ll learn how Morgan identifies overlooked markets, partners with strong operators, and protects downside risk through disciplined underwriting and long-term fixed-rate debt. Whether you're a passive investor, GP, or real estate fund manager, this conversation offers real-world insights into building sustainable cash flow and intentional financial freedom.

What You’ll Learn:

  • Why affordable housing is the most resilient real estate segment

  • How to transition from LP to GP with confidence

  • The benefits of subject-to and wrap deals in today’s market

  • How to structure deals for both upside and downside protection

  • What 50+ LP deals taught Morgan about sponsor quality

  • The mindset shift from startup volatility to real estate stability

Learn more about Morgan:

→ Ocean Ridge Capital - https://oceanridgecap.com

Connect with the Global Investors Show, Charles Carillo and Harborside Partners:

◾ Setup a FREE 30 Minute Strategy Call with Charles:
http://ScheduleCharles.com

◾ Learn How To Invest In Real Estate: https://www.SyndicationSuperstars.com/
◾ FREE Passive Investing Guide: http://www.HSPguide.com
◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com
◾ Passively Invest in Real Estate: http://www.InvestHSP.com
◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/

  continue reading

551 episodes

Artwork
iconShare
 
Manage episode 490852777 series 2537956
Content provided by Charles Carillo. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Charles Carillo or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Morgan Keim joins Charles Carillo to share how he transitioned from raising over $500 million in venture capital for food-tech startups to building long-term wealth through real estate investing. In this episode, Morgan breaks down his strategy behind launching a 75-unit affordable housing fund, investing in over 50 multifamily syndications, and using creative structures like subject-to and seller financing.

You’ll learn how Morgan identifies overlooked markets, partners with strong operators, and protects downside risk through disciplined underwriting and long-term fixed-rate debt. Whether you're a passive investor, GP, or real estate fund manager, this conversation offers real-world insights into building sustainable cash flow and intentional financial freedom.

What You’ll Learn:

  • Why affordable housing is the most resilient real estate segment

  • How to transition from LP to GP with confidence

  • The benefits of subject-to and wrap deals in today’s market

  • How to structure deals for both upside and downside protection

  • What 50+ LP deals taught Morgan about sponsor quality

  • The mindset shift from startup volatility to real estate stability

Learn more about Morgan:

→ Ocean Ridge Capital - https://oceanridgecap.com

Connect with the Global Investors Show, Charles Carillo and Harborside Partners:

◾ Setup a FREE 30 Minute Strategy Call with Charles:
http://ScheduleCharles.com

◾ Learn How To Invest In Real Estate: https://www.SyndicationSuperstars.com/
◾ FREE Passive Investing Guide: http://www.HSPguide.com
◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com
◾ Passively Invest in Real Estate: http://www.InvestHSP.com
◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/

  continue reading

551 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play