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GI313: Structuring Smarter Real Estate Deals with Morgan Keim
June 25, 2025 · 40 min

 

Morgan Keim joins Charles Carillo to share how he transitioned from raising over $500 million in venture capital for food-tech startups to building long-term wealth through real estate investing. In this episode, Morgan breaks down his strategy behind launching a 75-unit affordable housing fund, investing in over 50 multifamily syndications, and using creative structures like subject-to and seller financing.

You’ll learn how Morgan identifies overlooked markets, partners with strong operators, and protects downside risk through disciplined underwriting and long-term fixed-rate debt. Whether you're a passive investor, GP, or real estate fund manager, this conversation offers real-world insights into building sustainable cash flow and intentional financial freedom.

What You’ll Learn:

Why affordable housing is the most resilient real estate segment

How to transition from LP to GP with confidence

The benefits of subject-to and wrap deals in today’s market

How to structure deals for both upside and downside protection

What 50+ LP deals taught Morgan about sponsor quality

The mindset shift from startup volatility to real estate stability

 

Learn more about Morgan:

→ Ocean Ridge Capital - https://oceanridgecap.com

 

Connect with the Global Investors Show, Charles Carillo and Harborside Partners:

◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com

◾ Learn How To Invest In Real Estate: https://www.SyndicationSuperstars.com/  ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/