The Road to Syndication: Insights from Charles Carillo

Go Big! Live Podcast

In this episode of the Go Big Live Real Estate Investors podcast, host Matt Drouin interviews Charles Carillo, founder and managing partner of Harborside Partners. Charles shares his extensive journey in real estate, from his early beginnings managing properties with his father to founding his own syndication firm. Charles discusses the vital steps he took to transition from smaller real estate deals to larger syndications, including the importance of trust, consistent communication with investors, and building a professional facade. He also highlights the challenges he faced during his first syndication, especially when large investors backed out last minute, and offers actionable advice for new investors looking to scale. Tune in for a wealth of insights into multifamily and commercial real estate investing.

00:00 Introduction to the Podcast and Guest

02:07 Charles Carillo's Early Life and Real Estate Beginnings

03:21 Lessons Learned from Early Real Estate Investments

08:33 Transition to Syndication and First Syndicated Deal

11:26 Navigating Real Estate During COVID-19

14:46 Challenges and Successes in Syndication

17:20 Building Relationships with Brokers

22:09 The Importance of Deal Follow-Up

23:51 Building Credibility with Brokers

25:24 Navigating Investor Relationships

27:59 Handling Investment Setbacks

30:09 Raising Capital and Investor Trust

39:21 Scaling Your Real Estate Portfolio

40:54 Conclusion and Contact Information