LP17 - How to Generate Passive Income for Accredited Investors [Hans Box's Blueprint for LP Investing]

Are you new to investing for passive income in private deals? Looking for a blueprint for success?
In this podcast episode of The Legacy Wealth Podcast, I interviewed Hans Box @ Box Wilson Equity to help us understand the concept of creating equity through value-add strategies in real estate deals, the advantages of the current landscape for newcomers and the concept of debt funds and multi-family deals.// About The Guests:========================Hans is Co-Founder of Box Wilson Equity, a firm that focuses on cash flow and value-add investments and is a Senior Director at Old Capital Lending, a top provider of commercial capital solutions in the Texas market. His background is in the accounting, business strategy consulting and real estate industries. Hans has personally been directly involved in the acquisition, investment, and management of over $350MM in multifamily and self-storage assets, has asset managed ~3,700 multifamily units and has been the GP in ~4,300 multifamily units and ~2,000 units of self-storage. He specializes in structuring, creating, and managing partnerships to acquire multi-million dollar cash flowing assets.
Pascal Wagner is the founder of the Grow Your Cashflow Network which was formed to help accredited investors learn how to earn consistent passive income from private investments. Previously, he was the Fund & Portfolio Manager at Techstars, making over 300 follow-on investment decisions primarily for the Techstars Ventures ‘17 and ‘21 Funds, he founded Walkthrough, which was acquired by PlanOmatic in 2019, he founded Online Ad Labs which was acquired by PosterBrain in 2016, and he has owned a growing portfolio of real estate properties across the United States since 2013.// About The Show:========================Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the world utilize to grow their net worth. We do this by providing insight & access to successful fund managers & investors across multiple asset classes.// Links Related To This Episode:========================- Learn how to earn passive income from private investments: www.growyourcashflow.io- Get access to our deal database of all 506(c) cashflow opportunities we come across at: https://growyourcashflow.io/investor-club- Follow Pascal Wagner on Social: www.investwithpascal.com- Follow The Legacy Wealth Podcast on your favorite platform: https://legacywealthpodcast.transistor.fm/- Watch the show on YouTube: https://youtu.be/UINZed2nmH8- Reach out to Hans Box on Linkedin: https://www.linkedin.com/in/hansbox/- Learn more about Box Wilson Equity: https://boxwilson.com/
// Key Time Stamps & Topics========================00:00 - Intro01:32 - Hans' background as a partner at Box Wilson Equity03:05 - Hans' focus on creating passive income and fear of job loss06:08 - Hans' initial fear as a passive investor.06:30 - On learning financial statements and due diligence08:15 - Focus on being conservative and investing for singles and doubles.09:16 - The challenges with managing a deal12:00 - Hans discusses branching into self-storage and mobile home parks due to similarities with multifamily and less compressed cap rates14:01 - The importance of transparency among LPs16:30 - The concept of creating equity through value-add strategies in real estate deals18:00 - Why every real estate deal should have a value-add component to create a margin of safety19:40 - Raising Rents and Curb Appeal20:50 - Class A vs. Class C22:15 -  Risk and Cap Rate23:45 -  Value in Newer Assets26:16 - The advantages of the current landscape for newcomers, ,including more common investment oppor