Jon Allen is a CPA with 13 years of real estate finance experience. His focus is the underwriting, development, and capital markets functions of our self-storage assets. Jon began his career at a regional accounting firm in Charlotte, NC, working with real estate developers and private equity firms. After leaving the public accounting world, he led commercial real estate acquisitions, development, and asset management for a family office in Charlotte, NC.
[00:01 – 06:59] Opening Segment
- We welcome, Jon Allen!
- Jon discusses the partnership between Chris and Dan Hanford, who are the original founders of Passive Investing
[07:00 – 19:28] Have Systems In Place Are Key To Real Estate Success
- How they have been successful in acquiring storage properties
- Leading the storage wing of the business
- Interest rates are a big factor in storage acquisitions
- It is helpful to have someone in the real estate industry to share experiences and advice with
- Having systems in place is key to success in any business
[19:29 – 26:06] THE FINAL FOUR
- What's the worst job that you ever had?
- Working as a framer building houses
- What's a book you've read that has given you a paradigm shift?
- “Rich Dad Poor Dad” by Robert Kiyosaki
- What is a skill or talent that you would like to learn?
- Play golf
- What does success mean to you?
- Jon Allen says, “It's the ability to do what you've been put on this earth to do.”
Connect with Jon Allen:
Website: Passive Investing
LinkedIn: Passive Investing
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Tweetable Quotes:
“I want to make sure that my family is always going to be taken care of. And if something were to happen to me, I would want them to have the cash flow therefrom real estate to be able to help them through whatever times that they might have to go through.” – Jon Allen
“The ability to do what you are put here to do. To me, when you're able to do that effectively, that's a success.” – Jon Allen
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