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 260: From Sales Rep to $100M AUM—Michael Wagman’s Real Estate Journey
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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 challen…
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The LP Who Built a Platform to Rate GPs: Pat Zingarella on Transparency in Real Estate
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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 that’s 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 v…
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EP 264: What $250M of AUM Has Taught Drew Breneman About Real Estate Cycles
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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 a…
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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 businesses—including a top Canadian wine export firm and a boutique M&A company acqui…
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EP 263: Why Build-to-Rent is the Next Big Thing in Real Estate with August Biniaz
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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 a…
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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 plannin…
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How Guy Salani Built, Scaled, and Exited Multiple Home Service Businesses
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27:09What if you could scale and exit multiple companies—without 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 who’s built and exited 4+ home improvement businesses in roofing, siding, closets, cabinetry, and more. 🚀 Want to raise capital and scale your …
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EP 261: Jeff Ervick's Path Scaling to 2,000 Doors While Working a W-2
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40:38Jeff 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. Jeff’s LP and GP portfolio comprises over 2000 doo…
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How Lauren Brychell Raised $55M and Now Helps Others Master Capital Raising
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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-st…
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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 mi…
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How Kaaren Hall Empowers Investors to Build Wealth with Self-Directed IRAs
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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 u…
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EP 258: Joe Rinderknecht on Passive Investing & the Sub-100-Unit Advantage
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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 late…
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EP 257: Why you should take responsibility for everything
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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-made…
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How Jay Bourgana Built and Sold a $350M Company Before Launching Acquisition Collective
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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, who’s 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 …
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EP 256: Building Wealth, Leadership & Passive Investing – Lessons from Schuyler Williamson
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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 experie…
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How Brad Blazar Raised $2 Billion and Teaches Entrepreneurs to Find Investors
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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 a…
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EP 255: Short-Term Rentals, Market Trends & Smart Investing with Brian Tibbs
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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 begu…
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Why Glamping is the Next Big Investment Opportunity with Zander Kempf
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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 tradition…
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EP 254: Avoiding Costly IRA Mistakes: Prohibited Transactions Explained with Kaaren Hall
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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 …
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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 who’s 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 &…
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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 and…
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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 missi…
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From Diamond Tech to Real Estate Syndications: Litan Yahav’s 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 inve…
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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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37:47I’m 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 holi…
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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 …
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From Physical Therapy to Real Estate: Eric Tomei’s Wealth-Building Journey
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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 estat…
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EP 248: Eric Nelson’s 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 d…
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From $60K Loss to $75M Portfolio: Joshua Ferrari’s Real Estate Transformation
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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? 🔗 Book a free disc…
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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's…
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From Neuroscience to Real Estate: Tim Fergestad’s Path to Wealth & Freedom
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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 le…
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EP 246: Josh McCallen on Reviving Distressed Resorts and Unlocking Hospitality Wealth
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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 Busine…
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From Layoffs to Leadership: Randy Smith’s Path to Impactful Real Estate Investing
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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: 🔗 htt…
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EP 245: AJ Osborne on Diversifying with Self-Storage Investments for Modern Investors
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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. He’s the owner and host of the largest self-storage podcast, Self-Storage Income. As an operator and private owner with over 1.2 million s…
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Building Wealth, Giving Back, and Finding Purpose with Alan Underwood
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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 West—a charitable aviat…
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EP 244: Unlocking Abundance: Lessons in Wealth and Impact from Cathy Christen
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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 Women®️ and CEO of Elevated You, Inc., Cathy specializes in creating smart systems, fostering strong team cultures…
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From Corporate Hustle to Multifamily Mastery: The Journey of Mike Angelo
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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 financial…
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EP 243: Invest Smarter: Insights on Real Estate and Wealth Management from Andrew McNair
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39:11
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39:11Andrew McNair is a financial expert, philanthropist, and author dedicated to helping families achieve financial peace of mind. As the President of SWAN Capital in Pensacola, Florida, Andrew’s mission is to help families "Sleep Well At Night" through Total Wealth Management, offering integrated retirement plans that address income, tax, health care,…
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EP 242: How to Diversify Like a Pro: Lessons from Jeremy Roll's Portfolio
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44:35Jeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a grou…
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EP 241: The Portfolio BRRR Method: Revolutionizing Real Estate with Omni Casey
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40:25Omni Casey is a seasoned real estate investor, broker, coach, and published author with over 20 years of experience. Renowned for achieving financial freedom before the age of 30 through his "Passive Income for Life" (PIFL) strategy, Omni has become a thought leader in the real estate industry. He is the author of The Cash-Flow Breakfast Club, a po…
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EP 240: The Power of Focus: How Devin Elder Escaped Corporate Life Through Real Estate
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52:40Devin Elder is Founder & CEO of DJE Texas Management Group, a vertically integrated investment firm based in San Antonio, Texas. Since 2012, the firm has completed hundreds of successful investment projects including many full cycle multifamily investments, development projects, and land purchases. Devin has been a Principal in over 5,000 doors of …
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EP 239: Affordable, Scalable, Sustainable: Darren Christensen on Modular Housing in Action
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37:15
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37:15Darren Christensen is the owner and visionary of My Chez Space, a prefab housing manufacturer that has solved for building truly affordable workforce housing that is also extremely profitable on the investment / development side. My Chez Space is on the cusp of changing the landscape of attainable housing which happens to be one of the largest, fas…
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EP 238: Lessons in Resilience: How Family, Fortune 500, and Real Estate Shaped Charlie Kao’s Path
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45:35Charlie Kao is the Principal and Asset Manager at Twin Oaks Capital, a boutique commercial real estate firm specializing in consulting, feasibility studies, brokerage, and construction management. With a deep-rooted background in real estate shaped by his family’s entrepreneurial journey, Charlie brings a wealth of experience in diverse asset class…
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EP 237: Mission Driven: Empowering Military Families through Real Estate with Adam LaBarr
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40:43Adam La Barr is a combat veteran, Amazon #1 best-selling author, and accomplished business consultant with a knack for turning challenges into opportunities. With 18 years of military experience and a proven track record in the corporate world, he has honed the art of building high-performing teams and scaling businesses sustainably. Adam has succe…
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EP 236: From Rags to Riches (and Back Again): Christian Cardamone’s Real Estate Comeback Story
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39:59Christian Cardamone: Real Estate Veteran & Visionary Entrepreneur With over 20 years of experience, Christian Cardamone has forged a remarkable career in real estate, entrepreneurship, and property development. Starting as REMAX's "Rookie of the Year" in 2005, he quickly rose to prominence, only to face a significant setback during the 2008 financi…
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EP 235: Building Trust With Investors Through Transparency with Pat Zingarella from Invest Clearly
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35:44Pat Zingarella is the CEO of Invest Clearly, a GP review site and directory. The mission of Invest Clearly is to empower LP's to make informed decisions by hosting unbiased reviews of passive investment sponsors from verified experienced investors. They also help Sponsors build trust with new investors through transparency. Prior to Invest Clearly …
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EP 234: Unlock Tax Savings with Cost Segregation: Sean Graham Offers Exclusive Discount for Listeners
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48:23
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48:23Sean is the founder of Maven Cost Seg. As a real estate investor and a registered CPA, Sean understands the tax benefits of cost segregation studies. Sean started his real estate journey by investing in small multi-family properties before launching a commercial real estate syndication company, Maven Equities. Sean continues to manage his own portf…
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EP 233: Swiss Army House: Revolutionizing Real Estate with Alvin Uy’s Multi-Exit Strategy
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1:01:40Alvin Uy is a self-made high networth entrepreneur and an active investor from Los Angeles, CA. Alvin utilized several unfavorable life events as opportunities for growth. Being a first-generation immigrant and a college dropout challenged him to explore his untapped potential. His entrepreneurial spirit, drive to push past limits, and love of desi…
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EP 232: The Firefighter's Path to Passive Income and Real Estate Success with Eric Burns
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39:44Eric Burns is a Cincinnati-based entrepreneur. His journey has taken him from being a finance major to a Cincinnati Firefighter to a residential real estate investor and flipper to finally landing in commercial real estate. He values his journey and believes in the entrepreneurial spirit. His message to fellow entrepreneurs is simple, STOP TRADING …
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EP 231: Building Wealth Through Outdoor Hospitality with Zander Kempf
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37:45Zander Kempf is a RV and Glamping Resort focused developer through his firm, Clear Summit Investments. Zander’s strategy involves adding value and expanding midsize resorts that are ideal for professional management but remain outside the scope of institutional competition. By rolling up, stabilizing, and branding these properties, Zander aims to c…
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