What does it take for a small family office with one New York property to grow into a high-performing investment management firm with a portfolio of over 30 multifamily properties across the US? This episode will dive into how family, focus, and a sprinkle of technology can be the recipe for success. We’ll get to the crux of what Alan invests in and what Alan values, and contrast that with what the next generation, his son Donny, invests in and values – and explore the important similarities and differences in these two perspectives, and how that can help drive the success of a firm.
Tim Dhillon has been working in real estate technology for 5+ years, and his role as a Customer Success Manager at AppFolio allows him to foster strong relationships with industry-leading fund and syndication managers. His curiosity and experience working with general partners often leads to thought-provoking conversations, which naturally led to the inception of Invested. In his spare time, Tim enjoys working out, trying new foods, exploring the outdoors and spending time with his amazing wife and 2 beautiful little girls.