Episode #302: The Transition from Brokerage to Ownership with Will Matheson

Jul 10, 2023

Today’s episode tells the story of twin brothers who, despite having no track record, no ownership experience, and very little equity, bet on themselves and jumped into starting a company together. Will Matheson and Evan Matheson are the co-founders of Matheson Capital and Will joins us today for a chat. In our conversation today we discuss what inspired the brothers to attend the real estate program at Columbia, Will’s thoughts on growing your network, and the flow of their acquisitions from small to large. He talks about investment strategies he’s most and least excited about and how investor sentiment has changed over the last 18 months. Tune in to hear his most memorable close-call experience as a real estate investor and how he dealt with it. For all this and more, start listening now. 

Key Points From This Episode:

  • What made Will and his twin brother jump into the program at Columbia.
  • Their start and how they scaled their company to a hundred million dollars.
  • Will shares the flow of their acquisitions when they started their company. 
  • Growing the network out and his thoughts on having happy investors.
  • When they decided to move from smaller to larger properties. 
  • He talks about their current business model and what that looks like.
  • Product types that have piqued their interest in our current economic environment. 
  • The investment strategies he’s most and least excited about.
  • The value ad properties he finds to be a real opportunity. 
  • Where their equity capital is coming from. 
  • His thoughts on how investor sentiment has changed over the last 18 months. 
  • The aspects of the deal they are currently focused on.
  • Will shares a close-call experience as a real estate investor and how he dealt with it.
  • Best practices for working with a co-founder; especially if that person is your twin.

Links Mentioned in Today’s Episode:

Will Matheson on LinkedIn

Matheson Capital

Marcus & Millichap

Vertical Street Ventures 

VSV Academy 

Passive Income Through Multifamily Real Estate Facebook Group

Peter Pomeroy on LinkedIn

Peter Pomeroy Email

Recent Posts

Real Estate Investing: Understanding Syndication Structures

Real Estate Investing: Understanding Syndication Structures

As a passive investor evaluating a commercial real estate syndication, you need to know where to start before you can tell whether a specific property or investment is a good fit. In this article, we’ll walk through one of the critical components you should review...

read more
How To Effectively Manage Multifamily Properties

How To Effectively Manage Multifamily Properties

While single-family residential property is often the first investment choice for real estate entrepreneurs, it isn't the only one. You don’t have to represent a real estate investment trust (REIT) to find ways to invest in multifamily homes. The allure of multifamily...

read more
What You Need To Know About Cap Rates As a Passive Investor

What You Need To Know About Cap Rates As a Passive Investor

If you’ve invested in residential real estate before, you have some important, basic lingo like rental income, mortgage interest, and amortization under your belt. When you step into the world of commercial real estate, you’ll begin to see other terms, like “cap...

read more
What Is The Best Way To Invest       and Grow $1 Million Dollars?

What Is The Best Way To Invest and Grow $1 Million Dollars?

While I’m aware that most Americans are living paycheck to paycheck and wishing they had just a couple of zeroes on the end of their bank balance, today we’re going to explore what could happen if you did suddenly come into money. Whether it be an inheritance, lottery...

read more