📌 Multifamily Wealth Project Conference, Apr 26 – 28, 2023
The Multifamily Wealth Project connects you with influential leaders, deal makers, investors, brokers and peers in the multifamily industry. 👉 Book your spot http://multifamilywealthproject.com/ HERE
Julie is the founder of Three Keys Investment, which helps people like you find their freedom through multifamily real estate investing so that they can live the life of their dreams! She has invested in single family homes, house-hacked before it had a name, managed properties from 1k miles away and passively invested in multifamily assets. Currently, Julie is passively invested in nearly 300 doors, strategically partnered in 68 Atlanta based and a general partner in 120 units.
Her podcast The Conscious Investor is designed to support investors at every step of their journey. From mindset and personal development to powerful insight from a variety of professionals, listeners are invited to unravel and discover the harmony in life, family and wealth.
Julie’s experience as a public school teacher, ability to relate with people and genuine care for their financial well-being allow her to raise capital for the team’s offering. She serves clients as a high performance coach and runs the Five Week Book & Networking Club as well as an accountability group.
In this episode, you will learn:
1. How Julie Holly Went from a public school teacher to a multifamily investor, syndicator and high performance coach
2. The power of sweat equity for building wealth
3. The benefits of taking the time to educate yourself before investing
“I believe it’s my responsibility and obligation to make sure that I have a tremendous amount of knowledge; that I have a really strong network; and that I am able to really execute and serve my investors in a full capacity.”
Some key points:
(01:46) The story of going from a school teacher to successful multifamily investor:
A desire to take control of her life and to build a more secure income stream led Julie to apartment syndication
(04:37) How to get the ball rolling as an early single-family home investor with limited capital. For Julie, it was a bit of luck, a bit of help from family, some frugal living and taking initiative
(09:27) Julie’s A-HA monent: After buying 4 homes, Julie chanced upon a Monique Halm podcast that introduced her to apartment syndication for the first time
(12:32) Things to learn when you are just starting out in syndication:
Reading Michael Blank, investing in as much up-front knowledge as possible, how to use conferences and networking to find the correct mentor
(18:18) Julie has a great sense of responsibility towards her investors
As a former teacher, her core belief is to always execute and serve
(19:23) Julie’s first deals in syndication and multifamily:
Initial setbacks in raising money led to valuable lessons and adjustments
Raising capital is more work than one might expect; it’s all about relationship building
(27:50) What type of investor is Julie looking for specifically?
Adventurous people who are conscious about the wider economy and looking to support their families through investments
(36:07) Julie turned down many opportunities in the past and it turned out she was right to do so. Why is it important to trust your gut?
(42:12) How to reach out to Julie and work with her
🌎Reach out to Julie Holly
Conscious Investor Podcast: https://www.threekeysinvestments.com/podcast
🌎Reach out to Jonathan Twombly
Loved this episode? Leave us a review and rating on Apple podcasts by clicking here.
Make sure to also check some of our previous episodes:
Going From Working In Hospitality To Multifamily Investing & Hotel Conversions With Charlie Rushton
Hotel Conversions To Multi Family Housing With David Peters
🎤 Podcast production Everglade Media