Beyond the Deal is podcast hosted by Michael Wagman. He has created a life of freedom and travel using passive income generated through real estate investing and raising capital. In this podcast Michael interviews guests who have been successful in the world of real estate investing or alternative investments, and they go beyond the deal to discuss the stories and practices that ultimately laid the groundwork to success.
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Hello, and thank you for joining us today on "The Gentle Art of Crushing It!" podcast, where we focus on learning and sharing with our listeners all there is to know about how to create success in our lives. This show stands on the shoulders of Giants. Our mission is to empower and inspire our listeners to create the life of their dreams whilst having a blast in the process. Let's celebrate life together! Welcome to the show.
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EP 269: Huge Success Tips From Dan Haberkost
41:09
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41:09The Gentle Art of Crushing It ā with Doug Clark & Guest Dan Haberkost In this inspiring episode of The Gentle Art of Crushing It, host Doug Clark sits down with real estate investor and entrepreneur Dan Haberkost to share some HUGE success tips you wonāt want to miss. From mindset shifts to actionable strategies, Dan dives into what it really takesā¦
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How These 5 Real Estate Entrepreneurs Got Started (Real Stories, Real Results)
20:29
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20:29In this special compilation episode of Beyond the Deal, we bring you five powerful origin stories from real estate entrepreneurs who took very different paths, but all ended up building a business in real estate. From gut-wrenching personal loss to casual curiosity, each guest reveals the pivotal moment that made them rethink their future and take ā¦
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How Cyndee Harding Stepped Into Asset Management to Safeguard Investor Returns
28:59
28:59
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28:59In this episode of Beyond the Deal, host Michael Wagman sits down with Cyndee Harding, a capital raiser who discovered her true calling in asset management. After helping raise over $5 million in her first year, Cyndee realized the real challenge wasnāt just getting into dealsāit was managing them responsibly after the close. She shares how steppinā¦
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How a Single Mom of Three Built Her Future Through Real Estate with Sylvia Khoury
16:23
16:23
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16:23In this episode of Beyond the Deal, host Michael Wagman sits down with Sylvia Khoury, a single mother of three who turned to real estate to support her familyāwhile caring for her terminally ill parents and navigating a demanding pharmacy career. Sylvia shares how she transitioned from buying rental homes to investing in multifamily properties, whyā¦
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SEO, Self-Belief, and Scaling Up: A Deep Dive with Brian Dordevic
28:19
28:19
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28:19In this episode of Beyond the Deal, host Michael Wagman sits down with Brian Dordevic, an immigrant from Serbia who went from earning $4/hour as a virtual assistant to leading a 20+ person SEO team in the U.S. Brian shares his incredible journey, from working in South Side Chicago to building a thriving business that helps local service providers dā¦
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EP 268: From $11 Billion to Main Street: Aleksey Chernobelskiyās LP Playbook
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39:44
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39:44Aleksey Chernobelskiy advises limited partners (āLPsā) on existing and future investments. Heās also the founder of www.gplpmatch.com, a platform which allows LPs to see deals that match their specific investment criteria right in their inbox immediately after a GP submission. Aleksey writes weekly to 8,000 investors at www.LPlessons.co to explain ā¦
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How Tyler Harding Scaled a Multifamily Portfolio with His Family
26:02
26:02
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26:02In this episode of Beyond the Deal, host Michael Wagman sits down with Tyler Harding, a multifamily operator who left retail management to build a thriving real estate portfolio alongside his entire family. From a spreadsheet plan to buy single-family homes one by one, to managing 750+ units today, Tylerās story is a crash course in scaling smarterā¦
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Summary In this episode of The Gentle Art of Crushing It, Doug Clark discusses the concept of multiplying efforts through strategic partnerships in real estate and business. He emphasizes the importance of collaboration, setting criteria for choosing partners, and the benefits of working with others to achieve greater success. Doug shares personal ā¦
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David Hrizak on Playing the Long Game in Business Acquisitions
31:54
31:54
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31:54In this episode of Beyond the Deal, host Michael Wagman sits down with David Hrizakāa serial operator and acquirer whoās built his career by mastering the fundamentals: great partnerships, operational excellence, and long-term thinking. David shares how he transitioned from contractor gigs to acquiring companies, why he bets on people first, and hoā¦
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EP 266: Inside Medical Office Investing with David Hrizak
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41:22
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41:22David Hrizak is the co-founder and CEO of The Streamline Companies, a vertically integrated real estate investment firm specializing in medical office and Class B office buildings. With nearly 30 years in commercial real estate, David has done it allāfrom brokerage and development to construction and investing. After retiring at 49, David quickly rā¦
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From Amazon Hustler to Boutique Hotel Mogul: Jacob Hernandez on Scaling with Purpose
30:18
30:18
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30:18In this episode of Beyond the Deal, host Michael Wagman sits down with Jacobo Hernandez, the entrepreneur who unknowingly launched Michaelās coaching journey. From building a 7-figure Amazon business and weathering supplier sabotage, to scaling Airbnbs with social media-style tactics, Jacobo reveals the mindset and strategies that helped him thriveā¦
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From Engineer to Empire: How Sid Shamim Built a $500M Real Estate Business
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28:32
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28:32In this episode of Beyond the Deal, Michael Wagman speaks with Sid Shamimāan engineer-turned-entrepreneur who walked away from a high-paying oil and gas job to take control of his first underperforming apartment complex. That decision sparked a 10+ year journey to building a vertically integrated real estate firm managing over $500 million in assetā¦
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EP 265: Gene Trowbridge Shares the Legal Side of Passive Real Estate Investing
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39:28
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39:28Gene has been in the commercial and investment real estate business continuously since 1972 and in the legal profession since 1996. Awarded the CCIM designation in 1977, Gene continues to serve as a member of the CCIM faculty and achieved Senior Emeritus Instructor status, upon 40 years of teaching. In 2002, he was selected as the Robert L. Ward Inā¦
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The LP Who Built a Platform to Rate GPs: Pat Zingarella on Transparency in Real Estate
25:51
25:51
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25:51In this episode of Beyond the Deal, host Michael Wagman sits down with Pat Zingarella, founder of InvestClearly, a platform thatās changing the way Limited Partners (LPs) evaluate General Partners (GPs) in real estate syndications. Pat shares how his own experience with a fraudulent operator inspired him to create a review platform for LPs, where vā¦
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EP 264: What $250M of AUM Has Taught Drew Breneman About Real Estate Cycles
38:17
38:17
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38:17In this episode of the Gentle Art of Crushing It podcast, host Randy Smith interviews Drew Breneman, founder of Brennan, who has achieved significant success in real estate investment with a focus on multifamily properties. Drew shares insights on the current state of the real estate market, particularly contrasting the performance of the Sunbelt aā¦
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How Alice Chen Left Corporate Law to Lead a Real Estate Investment Fund
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27:31In this episode of Beyond the Deal, host Michael Wagman sits down with Alice Chen, former corporate lawyer turned serial entrepreneur and private equity investor. Alice shares her remarkable journey from working in mergers and acquisitions law to founding multiple businessesāincluding a top Canadian wine export firm and a boutique M&A company acquiā¦
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EP 263: Why Build-to-Rent is the Next Big Thing in Real Estate with August Biniaz
40:16
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40:16August Biniaz is the Co-founder and Chief Investment Officer of CPI Capital. CPI Capital is a Real Estate Private Equity firm with its mandate to acquire Multifamily assets, utilizing the value-add business model while partnering with passive investors as Limited Partners. August was instrumental in the closing of over $208 million of multifamily aā¦
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Summary In this episode, Doug Clark emphasizes the urgency of pursuing dreams and goals, encouraging listeners to take immediate action rather than postponing their aspirations. He discusses the importance of having accountability partners and masterminds to help maintain focus and motivation. Doug also highlights the need for holistic life planninā¦
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How Guy Salani Built, Scaled, and Exited Multiple Home Service Businesses
27:09
27:09
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27:09What if you could scale and exit multiple companiesāwithout being the expert in the trade? In this episode of Beyond the Deal, host Michael Wagman sits down with Guy Salani, a serial entrepreneur and mentor whoās built and exited 4+ home improvement businesses in roofing, siding, closets, cabinetry, and more. š Want to raise capital and scale your ā¦
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EP 261: Jeff Ervick's Path Scaling to 2,000 Doors While Working a W-2
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40:38
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40:38Jeff is an accomplished real estate operator and Investors Relations Maverick. He has successfully deployed over $40M of equity into a $160M portfolio of assets under management and development, which consists of multifamily, luxury SFHs, ground-up development, and light/flex industrial properties. Jeffās LP and GP portfolio comprises over 2000 dooā¦
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How Lauren Brychell Raised $55M and Now Helps Others Master Capital Raising
27:21
27:21
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27:21In this episode of Beyond the Deal, host Michael Wagman sits down with Lauren Brychell, a capital raising expert and founder of Equity Elevated, who has personally raised over $55 million in retail capital, primarily in the self-storage space. Lauren shares how she went from being hired for marketing to leading investor relations at a major self-stā¦
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EP 260: From Sales Rep to $100M AUMāMichael Wagmanās Real Estate Journey
44:04
44:04
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44:04Michael Wagman is the Managing Partner and Co-Founder at Nimble Capital Group, a boutique private-equity firm investing in multifamily real estate acquisitions and developments. He also mentors students on how to raise more capital and transform their lives. He is the host of Beyond the Deal, a podcast about mindset, success, and overcoming challenā¦
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Summary In this episode, Doug Clark emphasizes the dual importance of mindset and action in achieving personal goals. He argues that while action is necessary, a positive mindset is equally crucial for success. Doug encourages listeners to take immediate action towards their dreams, regardless of their current circumstances, and to nurture their miā¦
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How Kaaren Hall Empowers Investors to Build Wealth with Self-Directed IRAs
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24:57
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24:57In this episode of Beyond the Deal, host Michael Wagman is joined by Kaaren Hall, founder and CEO of uDirect IRA Services and co-author of The BiggerPockets Guide to Self-Directed IRA Investing. With 15+ years in the industry, Kaaren shares how she built one of the leading self-directed IRA companies in the country, helping thousands of investors uā¦
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EP 258: Joe Rinderknecht on Passive Investing & the Sub-100-Unit Advantage
40:35
40:35
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40:35Joe Rinderknecht is the founder of Upgrade Partners Capital (Fund of Funds) and Cowboy Capital (GP Sponsor), a real estate investment firm specializing in acquiring and operating value-add apartment buildings under 100 units. He focuses on deals within a four-hour drive of his home, ensuring hands-on management and strong market expertise. His lateā¦
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EP 257: Why you should take responsibility for everything
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12:52
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12:52Summary In this episode, Doug Clark discusses the importance of taking ownership of one's life and the concept of extreme ownership. He emphasizes that accepting responsibility is crucial for personal growth and achieving dreams. Doug shares inspiring stories of individuals who overcame adversity to achieve success, highlighting that many self-madeā¦
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How Jay Bourgana Built and Sold a $350M Company Before Launching Acquisition Collective
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31:59
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31:59In this episode of Beyond the Deal, host Michael Wagman sits down with Jay Bourgana, a serial entrepreneur, investor, and founder of Acquisition Collective, whoās quietly built a business empire through strategic small business acquisitions and roll-ups. Jay shares his journey from growing up in Morocco and working in global operations to building ā¦
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EP 256: Building Wealth, Leadership & Passive Investing ā Lessons from Schuyler Williamson
44:37
44:37
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44:37Schuyler Williamson is a leadership expert, entrepreneur, and decorated military veteran who has consistently achieved at the highest level in both business and service. As the author of The Steady Leader: Leadership Models That Bring Clarity to Chaos, Schuyler provides actionable strategies for leading through uncertainty, drawing from his experieā¦
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How Brad Blazar Raised $2 Billion and Teaches Entrepreneurs to Find Investors
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35:58
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35:58In this episode of Beyond the Deal, host Michael Wagman is joined by Brad Blazar, capital-raising expert and founder of Capital School, to explore the proven strategies behind raising over $2 billion in investor capital. Brad shares his journey from launching his own oil and gas fund in his twenties to becoming a nationally recognized speaker and aā¦
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EP 255: Short-Term Rentals, Market Trends & Smart Investing with Brian Tibbs
39:26
39:26
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39:26Brian Tibbs is on a mission to serve people by leveraging his skills and experience in building significant wealth. He is eager to hear your story and walk alongside you in your wealth-building journey. From a young age, it was evident to both Brian and those around him that he was destined to be a businessman. By the age of 26, he had already beguā¦
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Why Glamping is the Next Big Investment Opportunity with Zander Kempf
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25:40
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25:40In this episode of Beyond the Deal, host Michael Wagman sits down with Zander Kempf, a former military officer turned RV and glamping resort developer. Zander shares how he went from flipping houses to scaling a multi-million-dollar portfolio of high-cash-flow outdoor hospitality properties near national parks. Zander explains why he left traditionā¦
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EP 254: Avoiding Costly IRA Mistakes: Prohibited Transactions Explained with Kaaren Hall
40:35
40:35
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40:35Kaaren Hall is the founder and CEO of uDirect IRA Services, LLC, a leading provider of self-directed IRA accounts since 2009. With over two decades of experience in real estate, mortgage lending, and property management (and especially Self-Directed IRAs) Kaaren has empowered thousands of people to take control of their retirement funds and invest ā¦
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Chapters 00:00 Know Thyself: The Importance of Self-Discovery 03:36 Earned Euphoria: Pursuing Healthy Experiences 06:26 Core Beliefs: Guiding Your Path 09:40 Entrepreneurship: Building Your Own Dreams 11:38 Dreaming Huge: The Power of Aspirations 11:50 outro music riverside.mp4
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How to Raise Capital & Invest in Real Estate While Working a Full-Time Job with Keshav Kolur
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30:35In this episode of Beyond the Deal, host Michael Wagman sits down with Keshav Kalor, a rising star in the world of alternative investments whoās raising millions while working full-time at Meta. As the founder of Clive Capital, Keshav specializes in helping tech professionals build generational wealth through real estate, private lending, and oil &ā¦
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EP 252: How to Build Your Passive Buy Box with Jonathan Greene
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41:39
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41:39Jonathan Greene is a thought leader in the real estate investing space. His podcast, Zen and the Art of Real Estate Investing is one of the fastest-growing real estate podcasts in the world. He is a lifelong real estate investor, on-market team leader, and luxury agent, as well as a certified life coach and real estate coach. He hosts in-person andā¦
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Summary In this episode of The Gentle Art of Crushing It, Doug Clark emphasizes the irreplaceable nature of each individual and the importance of recognizing one's unique purpose. He discusses the common enemy of self-doubt and the power of a growth mindset. The conversation encourages listeners to focus on their goals and define their life's missiā¦
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From Diamond Tech to Real Estate Syndications: Litan Yahavās Path to Wealth
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20:58In this episode of Beyond the Deal, host Michael Wagman sits down with Litan Yahav, a 2x tech founder who successfully exited his company and transitioned into real estate syndications and private equity investing. Litan shares his journey from the diamond industry startup world to launching VYZER, a wealth management platform designed to help inveā¦
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EP 250: De-Risking Real Estate Development: Insights from Katie Kim
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37:47
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37:47Iām a real estate developer and educator with over 30 years of experience, specializing in transforming overlooked urban spaces into vibrant, community-enhancing developments. My passion for real estate began early, growing up in a family deeply rooted in construction and development and spending weekends on the jobsites with my dad and school holiā¦
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Summary In this episode of The Gentle Art of Crushing It, Doug Clark emphasizes the importance of encouragement and self-belief. He discusses the miraculous nature of human existence, the power of setting both realistic and impossible goals, and the necessity of overcoming self-limiting beliefs. Doug encourages listeners to define their ideal life ā¦
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From Physical Therapy to Real Estate: Eric Tomeiās Wealth-Building Journey
29:47
29:47
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29:47In this episode of Beyond the Deal, host Michael Wagman sits down with Eric Tomei, a full-time physical therapist who has successfully built a real estate empire while maintaining his career. With over 125 house flips, multiple multifamily investments, and a focus on commercial real estate, Eric shares his strategic approach to scaling a real estatā¦
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EP 248: Eric Nelsonās Secrets to Finding the Right Property Manager for Multifamily Success
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38:56
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38:56Eric Nelson is from southwest Colorado and received a degree in Civil Engineering from Colorado State University. He is the principal of Wild Oak Capital and is actively syndicating multifamily properties. With over 12 years of real estate experience and more than 1,000 units under management, Eric has figured out how to stop trading his time for dā¦
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From $60K Loss to $75M Portfolio: Joshua Ferrariās Real Estate Transformation
34:42
34:42
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34:42Lost money on a deal? Wondering how to bounce back and scale? Meet Joshua Ferrari, a former aircraft technician turned real estate investor, who went from losing $60,000 on his first deal to managing a $75 million portfolio and raising $27 million in investor capital. Want to learn how to raise capital and scale your investments? š Book a free discā¦
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EP 247: Building a $250K Passive Income Portfolio with Pascal Wagner
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44:17
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44:17Pascal Wagner earns over $150k/year in passive income through 20+ LP investments and another $100k/year from his 100+ unit co-living portfolio in Atlanta. With experience deploying $150M into 200+ companies over 3 years at Techstars, Pascal blends institutional knowledge with the hands-on understanding of being a real estate operator. With Pascal'sā¦
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From Neuroscience to Real Estate: Tim Fergestadās Path to Wealth & Freedom
32:13
32:13
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32:13In this episode of Beyond the Deal, host Michael Wagman sits down with Tim Fergestad, a neuroscientist turned real estate investor, to discuss his incredible transition from academic research to building financial freedom through multifamily investing. Tim shares how his background in science shaped his analytical approach to real estate, why he leā¦
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EP 246: Josh McCallen on Reviving Distressed Resorts and Unlocking Hospitality Wealth
37:21
37:21
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37:21JOSH MCCALLEN It is an honor to lead over 400+ souls in a High-Growth hospitality REVIVAL We host 320,000+ guests annually at our collection of 4 legendary resort properties, with 1000+acres, 2.5miles of waterfront, 2 championship golf courses, 2 award-winning wineries, boat clubs, beach bar Our Teams are Transforming Real Estate & Operating Busineā¦
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From Layoffs to Leadership: Randy Smithās Path to Impactful Real Estate Investing
22:42
22:42
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22:42Facing a layoff? Wondering how to pivot into real estate success? Watch this inspiring conversation with Randy Smith, founder and CEO of Impact Equity Group, as he shares his journey from corporate setbacks to becoming a capital raiser and fund manager. Want to learn how to raise capital and gain financial freedom? Book a free discovery call: š httā¦
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EP 245: AJ Osborne on Diversifying with Self-Storage Investments for Modern Investors
42:27
42:27
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42:27AJ Osborne is an American entrepreneur, businessman, and investor who owns and manages his self-storage portfolio of over $350 million of assets through his companies Cedar Creek Capital and Self-Storage Income. Heās the owner and host of the largest self-storage podcast, Self-Storage Income. As an operator and private owner with over 1.2 million sā¦
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Building Wealth, Giving Back, and Finding Purpose with Alan Underwood
21:53
21:53
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21:53In this episode of the Beyond the Deal podcast, host Michael Wagman dives deep with Alan Underwood, a visionary real estate developer and charity leader in San Diego, California. Alan shares his extraordinary story of turning unimaginable loss into a purpose-driven life. From navigating profound grief to leading Angel Flight Westāa charitable aviatā¦
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EP 244: Unlocking Abundance: Lessons in Wealth and Impact from Cathy Christen
41:21
41:21
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41:21Cathy Christen is a serial entrepreneur, author, and executive coach with over two decades of experience helping leaders and business owners thrive in their careers without sacrificing what matters most. As the co-founder of GoBundance WomenĀ®ļø and CEO of Elevated You, Inc., Cathy specializes in creating smart systems, fostering strong team culturesā¦
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From Corporate Hustle to Multifamily Mastery: The Journey of Mike Angelo
24:57
24:57
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24:57In the debut episode of Beyond the Deal, host Michael Wagman introduces his business partner, Mike Angelo, as they share the transformative journey from a high-pressure corporate career to multifamily real estate success. Mike reflects on his leap into real estate investing, the lessons learned from early mistakes, and the drive to secure financialā¦
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