178: From High Risk Distressed Debt to the SAFE Method in Self-Storage: Tom Dunkel’s Evolution

July 21, 2024
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This is an LFI episode and LFI is now part of PassivePockets.

In this episode of Passive Investing from Left Field, I sit down with Tom Dunkel from Belrose Storage Group. We dive into his fascinating journey from the aerospace industry to mastering self-storage investments. Tom shares his insights on the SAFE method for passive investing, the impact of the pandemic on the self-storage sector, and his strategies for achieving long-term financial stability. Whether you’re an aspiring real estate investor or a seasoned pro, this episode is packed with valuable advice and inspiration. Tune in now!

About Tom Dunkel
Tom, the managing director of Belrose Storage Group, has a background in corporate finance and nearly 30 years of real estate and investment experience. He manages the firm’s financial underwriting, playing a critical role in creating win-win deal structures that ensure achievable investor returns. Since 2006, Tom has specialized in discounted asset opportunities nationwide. His financial savvy, open communicative manner, and integrity have helped alternative investors achieve their wealth-building goals.

Key Points From The Episode:
• Tom Dunkel’s transition from aerospace to real estate and his initial challenges during the Great Recession.
• The importance of the SAFE method (Sponsor, Asset, Financials, Exit) for mitigating risks in passive investments.
• The resilience of the self-storage industry during economic downturns and its steady occupancy rates over the years.
• Strategies for identifying and acquiring underperforming self-storage facilities and improving their value through professional management and marketing.

Timestamps:
01:37 his background
09:07 Benefits of commercial real estate vs others
14:22 The self-storage market
17:13 The S.A.F.E. Method
26:18 How LPs can avoid mistakes
31:24 Where they are located
33:30 Podcast Recommendation
34:22 Contact Tom

Podcast Recommendations:
Cashflow connections

Resources Mentioned:

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