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Steffany Boldrini
Principal at Monte Carlo Real Estate Investments
Professional Background
Steffany Boldrini is a seasoned professional in the real estate investment sector, with a keen focus on value-add commercial properties located in dynamic markets within the Sun Belt region. Leveraging technology as a vital component of her investment strategy, Steffany proficiently integrates advanced technological solutions across various stages of the real estate investment process, from deal sourcing to optimizing property income and overall value. Her expertise lies in identifying and investing in diverse asset classes including self-storage, retail, office, and industrial properties. Steffany’s innovative approach and tech-forward mindset redefine traditional methods of commercial real estate investments.
In addition to her role in real estate, Steffany is the host of the popular podcast "Commercial Real Estate Investing from A-Z." This podcast serves as a valuable resource for professionals and enthusiasts alike, providing in-depth discussions on investing strategies in retail, office, industrial, and self-storage properties. Steffany's engaging delivery and expert insights have made the podcast an essential tool for anyone looking to enhance their knowledge and skills in commercial real estate.
Education and Achievements
Steffany Boldrini began her academic journey at San Jose State University, where she pursued a Bachelor of Applied Science (BASc) in Business Management. Her educational foundation has equipped her with the strategic mindset and analytical skills necessary for navigating the complexities of the commercial real estate landscape.
Throughout her career, Steffany has held various high-profile roles, contributing to her well-rounded experience in both real estate investments and sales. She has served as a Mentor at 500 Startups, where she shared her expertise with budding entrepreneurs and startups, helping them harness their potential in the competitive market.
Steffany was previously a Principal at Monte Carlo Real Estate Investments and Director of Sales at Citus Data, experiences that have significantly enhanced her strategic decision-making capabilities. She also has a substantial background in technology sales, having served as an Enterprise Account Executive at Sauce Labs and Senior Account Executive at MongoDB. These roles underscore her adeptness at leveraging technology to support real estate investment decisions.
Additionally, Steffany founded EcoBold, demonstrating her entrepreneurial spirit by creating a company focused on sustainability within real estate. Her professional experience further includes managing an inside sales team at ShoreTel and consulting for First City Bancorp, which has enriched her knowledge across various sectors of the business world. Steffany's involvement in the Los Gatos Silver Tongued Cats as a volunteer treasurer also highlights her commitment to community engagement and leadership.
Achievements
Steffany Boldrini's career is marked by numerous achievements that exemplify her expertise in real estate investment and technology-driven strategies. Her podcast, "Commercial Real Estate Investing from A-Z," resonates widely with audiences, making her a sought-after voice in the industry. By translating complex investment concepts into easily digestible content, Steffany has empowered many listeners to make informed decisions in their real estate investments.
As a former Principal at Monte Carlo Real Estate Investments, Steffany played a pivotal role in guiding investment strategies that resulted in successful property acquisitions and increased asset values. Her tech-forward approach at Citus Data and Sauce Labs has opened new avenues for implementing innovative solutions in commercial real estate, demonstrating the symbiosis between technology and real estate.
Furthermore, her work with 500 Startups showcases her dedication to fostering new talent within the startup ecosystem. Mentoring emerging entrepreneurs reflects her belief in collaborative growth and the sharing of knowledge, paving the way for the next generation in the real estate and technology sectors.
Steffany Boldrini continues to lead with passion and innovation in her career, driving impactful results in commercial real estate investment and inspiring others through her podcast and mentoring efforts.
Highlights
What is investing like today compared to the past? Stephen Bittel, Chairman and founder of Terranova Corporation, he manages their sizeable portfolio of properties in several asset classes.
Listen to the episode: https://buff.ly/3xwbnZV Read the entire interview here: https://buff.ly/3UkPype Subscribe to our YT: https://buff.ly/4ayTg4c
#CRE #crei #investing #nonrecourseloan #realestatemarket #recourse loan #StephenBittel
What are some ways to increase income on a commercial property? Joseph Woodbury, CEO of Neighbor, shares his knowledge.
Listen to the episode: https://buff.ly/3TXURJX Read the entire interview here; https://buff.ly/3U4k7OI
What kind of fees do you charge and how does it benefit the property owner? We only make money when our partners make money. We don't charge any upfront or recurring fee, free to use the service. Just like an Airbnb or other marketplace, will take whatever you decide to charge as a host and we'll charge the renter a service fee on top of that, and that's where our money comes from.
It is a sliding scale take rate based on the size of the dollar amount of the rental. For smaller rentals, if it's $30 a month, we're going to take a high percentage take rate on top, to make the money that you need to, versus we have some spaces that rent out for 1000s of dollars a month, we're going to take a very low percentage take rate on top of that. It varies by the amount. But again, very similar to what you'd see on Airbnb, where it kind of slides based on the amount of the reservation.
Have you scaled the operations to cater to your partners who are listing their spaces with you? It's very much scaling the technology. The value of the platform is the value of the tools that we provide. Every year we're trying to think how can we make this more of a passive income experience for our hosts because that is one of our differentiating factors. If you think of other marketplaces, to make money on Uber, there's labor involved, you have to go drive around, or Instacart or DoorDash, and you have to work for the income that you earn. Even Airbnb tends to have a decent amount of management and turnover and customers. Oftentimes, management companies are hired, Neighbor, on the other hand, is the first platform where we can bring you a renter, and you're going to get a payment from that renter every month without doing much of anything, it's very passive income.
Can you share an example of a REIT or a larger investor that has onboarded some properties with Neighbor and how did that go? In the retail space, we work with a group called Federal Realty, one of the largest owners of retail space in the country both on the East Coast and the West Coast. We onboarded them, we work with them both the suites that struggled to rent then will rent those out for self-storage, and also the parking in a strip mall. There's always that parking in the back that nobody parks on, we've rolled out nationwide with them.
#cashflow #CRE #crei #income #investing #JosephWoodbury #selfstorage
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Mesh works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
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Mesh is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Mesh offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Mesh offers a Pro Plan ($10 when billed annually) with unlimited contacts. Mesh for Teams starts at $49/month/seat. The pricing structure is designed to make Mesh accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Mesh offers extensive integration capabilities. Mesh introduced a new Integrations Catalog that centralizes information on all of the products and services Mesh supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Mesh also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Mesh makes it much easier to stay in touch with the people you care about. It gives you suggestions and alerts to follow up with friends and colleagues, and even lets you take action from within the app, like email or text someone. Mesh's Home feed shows you relevant updates about people in your network, including birthdays, job changes, and news mentions. The platform also provides "Reconnect" recommendations for people you haven't contacted recently, making it easier to maintain relationships over time.
Mesh is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Mesh stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Mesh excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Mesh is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Mesh offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Mesh's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Mesh has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Mesh is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Mesh beneficial.
Mesh offers competitive pricing in the personal CRM market. Mesh offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Mesh's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Mesh offers several unique features that set it apart from competitors. Mesh focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Mesh also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Mesh offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Mesh's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Mesh has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Mesh a comprehensive hub for all your relationship information.
Mesh's AI capabilities are at the forefront of personal CRM innovation. Nexus, Mesh's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Mesh has embraced AI to provide deeper insights and more natural interaction with your relationship data.
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