Monthly Archives: April 2023

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Should I Invest In Apartments? (Ep. 34)

Education, Real Estate, Uncategorized, , , , , , , ,

Kevin and David discuss:
 

  • Investing in Value-Add versus Core-Plus investments and risk adjusted returns.
  • Leverage and risk. To have negative leverage or to be overleveraged?
  • Real estate as an asset appreciation, wealth preservation, and cash flowing product.
  • How to execute a Value-Add investment strategy.
  • The future of real estate and real estate investing.
  • Comparing multi-family and single-family space offerings.
  • And more… 

 

Connect With David Wylie: 

 

Connect With SineCera Capital: 

 

About Our Guest:  

David is the Founder & Managing Partner of Hilltop Residential. 

David has been in the multifamily investment business since 2000, having received national recognition for his performance in the apartment market across Texas and the United States. During his 21 years in the industry, David has been involved in over $15 billion of multifamily transactions. David’s deep relationships in the industry, as well as his extensive experience in identifying investment opportunities, are integral pieces to the Hilltop team. 

David attended The University of Texas where he studied business and Spanish and spent two semesters in Argentina developing his Spanish language communication skills and furthering his education. He is actively involved at Second Baptist Church, is an active member of NMHC (National Multifamily Housing Council),ULI (Urban Land Institute), and serves on the Regional Advisory Council with Apartment Life. 

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Is Your Trustee Out of Touch? With Christopher Holtby (Ep. 33)

Education, Financial, Uncategorized, , , , , , , , , ,

In this episode, Kevin Kaylakie speaks with Christopher Holtby, Co-Founder and Head of Learning & Business Development of Wealth Advisors Trust Company.  

Kevin and Christopher discuss: 

  • Removal and appointment of Trustees 
  • Trust Law and the Trust Task Force in South Dakota 
  • 4 Reasons to choose South Dakota Trust Jurisdiction 
  • How do Directed Trusts and Delegated Trusts Work 
  • What to keep in mind when appointing a Trustee 
  • And more… 

 

Connect With Christopher Holtby: 

 

Connect With SineCera Capital: 

 

About Our Guest: 

At Wealth Advisors Trust Company, Christopher applies his business building, love of learning, operational, and wealth management expertise gained at Ernst & Young.  His role includes learning and facilitating knowledge around the trustee industry to assist those in choosing a  trust company. Christopher has co-authored two white papers, Directed Trusts Made Simple and the Trusteed IRA, and authored one published peer-reviewed paper, An Advisors Roadmap to the Trustee Industry.  From the operational side, Christopher created the trust administration process within SalesForce. He and his family are clients of the trust company as well. 

Christopher grew up in Toronto, Canada, graduated from the University of Arizona receiving a BA in Psychology with an emphasis on statistics and a minor in English Literature. He lives in Dallas with his wife and three sons and enjoys skiing, mountain biking, hiking, reading history, and watching and participating in sports with his sons. 

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