Why Billionaires Love Private Credit (And You Should Too) with Dave Wolcott
Weiss Advice
What if the greatest investment you could make isn't in real estate, stocks, or even private credit—but in yourself? Dave Wolcott, former Marine officer turned alternative investment expert, shares how studying millionaires and billionaires led him to discover a holistic approach to wealth that goes far beyond your bank account. In this episode, Dave breaks down private credit (the hard money lending of the business world), explains why he focuses on just three asset classes, and reveals how investors are achieving 20%+ returns by cutting out the middlemen.
[00:00 - 05:30] From Marines to Triplets: The Wake-Up Call
- Served as an officer in the Marine Corps, traveled the world including Israel
- Had triplets in 2000, quadrupling his family size overnight with an 18-month-old at home
[05:31 - 09:25] The Six Forms of Capital: Beyond Financial Wealth
- The greatest investment is in yourself—not just the next deal
- Defines holistic wealth across six dimensions: financial, intellectual, spiritual, human, emotional, and social capital
[09:26 - 15:05] Private Credit Explained: The Business World's Hard Money Lending
- Banks are tightening regulations, creating gaps in funding for growing small businesses
- Private credit fills the need for fast capital—think roofing companies with 3 years of backlogged work after hurricanes
[15:06 - 20:05] How to Access Institutional-Quality Returns
- Pooling investor capital through a fund model to bring $10M+ to sponsors
- Gets the same terms as major institutions by working directly with sponsors (no middlemen)
[20:06 - 25:10] The Three-Asset Strategy: Real Estate, Energy, and Private Credit
- Ultra-wealthy get really good at 1-3 asset classes for best due diligence and deal flow
[25:11 - 31:00] Time Is the Real Asset
- Questions the accumulation theory: why defer taxes in a 401(k) when taxes will likely increase?
[31:01 - 33:05] Final Four & How to Connect
Connect with Dave:
Website: https://holisticwealthstrategy.com (free book download)
Podcast: Wealth Strategy Secrets of the Ultra Wealthy
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Why Your Tenants Matter with Joe Rinderknecht
Weiss Advice
What if the key to successful multifamily investing isn't just about the numbers—but about the people living in your properties? Joe Rinderknecht, the cowboy-hat-wearing founder of Cowboy Capital, shares his unconventional path from shoveling manure on a Utah ranch to operating over 1,000 multifamily units.
[01:40 - 06:15] From Ranch to Real Estate: Building on Grit
- Grew up ranching and breaking horses in northern Utah—learned that your word is your bond
- Father left the ranch for construction and cabinet making, taught Joe everything from concrete to framing
[06:40 - 10:10] Trial by Fire: The 80-Unit Section 42 Property
- Asked for a property management job with zero experience—got thrown into an 80-unit low-income housing property
- Property had no manager for two weeks, with sky-high delinquency, vacancy, crime, drugs, and cockroaches
[10:11 - 15:20] The Path to Becoming a Sponsor
- Never planned to stay in property management long-term—goal was always to learn and move on
- Admits being "unemployable" with a resume showing 6-8 month stints at various companies
[16:35 - 23:35] Impact Investing: Making Every Dollar Matter
- Lost his brother (age 20) and grandmother in a 2013 car accident—nearly died himself
- Provides four types of support: capital, food, construction/home modifications, and mindset coaching
[23:36 - 26:40] Why Treating Tenants Well Is Good Business
- Questions how slumlords succeed when they don't care about people's lives
- When tenants feel like a unit is their home, turnover drops, repairs decrease, delinquency falls
[26:41 - 32:00] Rapid Growth and What's Next
- Bought 4 deals (419 units) since September 2024, currently under contract on 117 more units
- Believes there's a great buying opportunity in the next 10-24 months
[26:45 - 32:55] Final Four & How to Connect
Connect with Joe:
Website: https://cowboycapital.us
Email: Joe@CowboyCapital.us
LinkedIn: Joe Rinderknecht
Instagram: @joe_rinder
LEAVE A 5-STAR REVIEW by clicking this link.
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Key Quote:
"If you can get a tenant to feel like their unit is their home, your turno
Is Your Business Stealing Your Joy with Amy Calandrino
Weiss Advice
Sometimes the best business decision is knowing when to let go. Amy Calandrino, founder of a commercial real estate brokerage, shares her journey from hammering in her own signs during the 2010 recession to building a team of nearly 10 advisors—and why she ultimately chose to close her firm to join Cushman & Wakefield. In this episode, Amy reveals the hidden costs of entrepreneurship, the importance of aligning your work with your values, and how she's redirecting her energy toward meaningful impact through her family foundation's financial literacy programs.
[01:05 - 04:10] From Vermont to Orlando: Building a Career on Grit
- Started working full-time at age 13 and put herself through college debt-free
- Worked alongside her husband in a law office where she learned about commercial real estate
[04:25 - 07:20] The Hidden Costs of Running a Brokerage
- Founded her brokerage in 2010 during the economic downturn with a shoestring budget
- Grew from solo founder to nearly 10 advisors by 2022
[07:21 - 11:45] Making the Leap: Consulting the Best in the Business
- Sought advice from industry leaders Sarah Malcolm, Allison Weiss, and Beth Azor
- Realized she could still be an entrepreneur without owning a brokerage
[11:46 - 19:30] The Three-Month Transition and Its Unexpected Lessons
- Spent 90 days transitioning clients and wrapping up her brokerage
- Experienced grief despite making the right decision
[19:31 - 27:15] Redirecting Energy: The Aspiring Entrepreneur Program
- Founded a family foundation with her husband to give back to the community
- Created an entrepreneurship program for elementary school students
[27:20 - 31:50] Final Four & How to Connect
Connect with Amy:
LinkedIn: https://www.linkedin.com/in/amycalandrino/
Email: Amy.Calandrino@cushwake.com
Book: "From Perfect to Real" (available on Amazon)
LEAVE A 5-STAR REVIEW by clicking this link.
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Tweetable Quote:
"Success to me is serving my clients in the best way possible and knowing each and every day that I've put forth the most amount of effort that I can. I never want to p
How To Work Less & Impact More with Divya Smith
Weiss Advice
What happens when a tech executive discovers she can beat her financial advisor's returns by 5%? Divya Smith, founder of Ascending Avenue, shares her journey from 20+ years in Fortune 500 leadership to managing $300M+ in multifamily assets while helping others achieve financial freedom without sacrificing family time.
[00:00 - 07:00] From Corporate Technology to Real Estate Investing
- 20+ years in technology leadership and executive roles at Fortune 500 companies
- The unsettling realization that financial advisors didn't know as much as expected
- Testing her investment skills: 19% returns vs advisor's 14% (minus fees)
- How a LinkedIn connection who quit corporate for real estate sparked the transition
[07:01 - 14:00] Learning from Single Family Rental Mistakes
- Managing one property with 5 tenants over 15 years - including police visits and drug issues
- Being $600 below market rent due to discomfort raising prices on struggling families
[14:01 - 20:00] Building a Different Kind of Real Estate Business
- Currently managing 3 investments per year (down from 4 to avoid burnout)
- The importance of in-house property management and construction teams
- Creating community through quarterly events: pizza parties, Halloween celebrations, Easter hunts
- Why Class B multifamily became the sweet spot for investments
[20:01 - 29:00] Final Four & The Real Goal of Financial Freedom
- Worst job: Asking for $9M in leftover funds for community initiatives - and being denied
- Paradigm-shifting book: "Atomic Habits" by James Clear (re-read annually)
- Skill to learn: Guitar (gifted 2 years ago, still waiting to be played)
- Success definition: Helping others define their own success and touching 10,000 lives through career coaching
Connect with Divya:
Website: https://www.ascendingavenue.com
LinkedIn: https://www.linkedin.com/in/divyasmith/
Instagram: https://www.instagram.com/investwithdivya
LEAVE A 5-STAR REVIEW by clicking this link.
WHERE CAN I LEARN MORE?
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Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.
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Key Quote:
"The goal is not to quit your job. The goal is to do what you love to do." - Divya Smith
Why I Left Hollywood for Real Estate with Michael Jacobs
Weiss Advice
What happens when a Hollywood producer trades movie sets for multifamily properties? Michael Jacobs, founder of Mar Vista Entertainment (sold to Fox Studios), shares his transition from 25 years in entertainment to building a vertically integrated real estate empire in Pittsburgh.
[00:01 - 08:05] From Hollywood Producer to Real Estate Investor
- Built Mar Vista Entertainment from a 2003 business plan to Fox Studios acquisition
- Specialized in $5M-and-under movie production for Netflix, Disney Channel, Lifetime
- The decision to transition away from Hollywood's demanding travel schedule
- Started with three duplexes to test the rental market in Pittsburgh's Squirrel Hill
[08:06 - 15:40] Building a Vertically Integrated Real Estate Business
- How frustration with general contractors led to building an in-house construction team
- The challenge of 100-year-old infrastructure: cast iron pipes, knob-and-tube wiring
- Expanding from rental properties to becoming one of Pittsburgh's premier design-build firms
- Why complete gut renovations became the standard approach for old housing stock
[15:41 - 22:10] The "Singles and Doubles" Business Philosophy
- Why avoiding the pressure for home runs and grand slams builds sustainable businesses
- The danger of social media hype and "get rich quick" mentalities
- How to test, measure, and scale gradually while watching the numbers
- Balancing tenant satisfaction with property upgrades to reduce turnover
[22:11 - 28:40] Final Four & Building for the Future
- Worst job: Cleaning motel rooms for $6/hour time-and-a-half on Sundays
- Paradigm-shifting book: "Buy Back Your Time" by Dan Martell
- Skill to learn: Guitar (joining the ranks of aspiring musical entrepreneurs)
- Success definition: Providing for family and keeping nine children and two grandchildren happy
Connect with Michael:
Website: https://marvistadb.com
LinkedIn: Michael Jacobs
LEAVE A 5-STAR REVIEW by clicking this link.
WHERE CAN I LEARN MORE?
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Tweetable Quotes:
"The numbers drive everything at the end of the day. " - Michael Jacobs
Why Investors Follow People, Not Brands with Julia Anderson
Weiss Advice
What does it take to gain the trust of investors and build a business that thrives in such a relationship-driven industry?
In this episode of Weiss Advice, Yonah speaks with Julia Anderson, founder of Capital Catalyst and fractional CMO, who shares her journey from managing restaurants to becoming a marketing leader in real estate syndication. Julia explains how her early hands-on business experience prepared her to help capital raisers build credibility, manage marketing systems, and create authentic connections with investors. She also discusses the pitfalls she sees when working with new clients, the importance of CRM systems, and why personal branding often outweighs company branding when raising capital.
[00:01 - 07:30] From Restaurants to Real EstateKey Takeaways:
- How Julia transitioned from restaurant operations to real estate marketing.
- Why her early leadership roles shaped her confidence and skillset.
- The importance of seeing opportunity in unexpected industries.
[07:31 - 14:00] Thrown Into the World of Multifamily
- What Julia learned at her first Best Ever Conference.
- How she began to understand multifamily syndication from the ground up.
- The significance of asking questions and staying curious in new industries.
[14:01 - 21:30] Marketing Pitfalls and CRM Challenges
- Why CRMs often fail without proper customization.
- How messaging clarity impacts investor trust and action.
- The need to tailor marketing systems to both the business and its audience.
[21:31 - 28:30] The Power of Personal Branding
- Why investors follow people, not just brands.
- How authenticity and storytelling build trust.
- What the significance of consistency is in social media and content creation.
[28:31 - 34:47] Always Be Raising: Building Long-Term Systems
- Why raising capital isn’t an overnight process.
- How the right systems create sustainable investor relationships.
- The importance of preparation before a deal is on the table.
Connect with Julia:
LinkedIn: https://www.linkedin.com/in/andersonjulia/
LEAVE A 5-STAR REVIEW by clicking this link.
WHERE CAN I LEARN MORE?
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Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.
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Tweetable Quotes:
“People follow a person. They don't follow a brand… So they need to know who you are as a person.” - Julia Anderson
“The systems and the processes you build in a solid marketing foundation are what keep you from ever needing to scramble to raise c
The Best Investment You Haven’t Heard Of (Yet) with Chris Hanson
Weiss Advice
What does it take to go from cash-advancing a credit card to building a vertically integrated, multi-state real estate empire? In this episode, Chris Hanson, the CEO and Founder of Hanson Capital Group, opens up about his real estate journey—from stumbling into trustee sales during the Great Recession to becoming a powerhouse in industrial real estate. He unpacks the lessons learned from losing deals, shutting down businesses, and redefining success beyond financial gains. He also reveals why small bay industrial is his top pick for 2025 and how he structures deals with a long-term vision and value creation in mind.
[00:01 - 07:00] A Credit Card and a Craigslist Hustle
- Why starting small can lead to scalable success.
- The importance of offering value in a crowded market
- How service-based business models can sustain early investing mistakes.
[07:20 - 14:24] When Apartments Clicked
- The significance of income-producing assets versus speculative flips.
- What can be learned from buying below market in a recession.
- The importance of persistence through uncertainty and fear.
[14:25 - 21:41] Discovering Industrial: The Quiet Goldmine
- How triple net leases create stable, low-maintenance income streams.
- Why a 7-cap with a 4% cost of debt made more sense than chasing overheated multifamily deals.
- The need to adapt strategy based on macroeconomic shifts, not legacy bias.
[21:42 - 28:19] Small Bay, Big Opportunity
- Why small bay industrial properties are in short supply and high demand.
- The significance of assembling smaller assets into institutional-grade portfolios.
- How last-mile logistics and population growth fuel tenant demand.
[28:20 - 37:49] Negotiating with Purpose & Redefining Success
- How Chris applies high-level negotiation strategies to real estate deals.
- The importance of shifting from player to coach in leadership.
- Why success is now defined by impact, not income.
Connect with Chris:
Website: https://x.com/HansonCapital
Facebook: https://www.facebook.com/carl.san12
LinkedIn: https://www.linkedin.com/in/chrishansonre/
LEAVE A 5-STAR REVIEW by clicking this link.
WHERE CAN I LEARN MORE?
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Tweetable Quotes:
"Success comes from... the ability to help others improve their situation." - Chris Hanson
"If somebody else just lost $600K, I could lose the $70K... I hope I can figure this out." - Chris Hanson
Why Lead Generation Is the Real Estate Skill That Changes Everything with Carl SanFilippo
Weiss Advice
Can one focused year of lead generation change your entire real estate career? In this episode, Carl SanFilippo, real estate broker, investor, and founder of a top-ranked RE/MAX franchise in New Jersey, shares how he went from a “dream job” he hated to building multiple businesses by mastering lead generation, distressed property niches, and scaling through smart investing. He dives into the transition from agent to investor, the power of REOs and short sales, and why patience and consistency matter more than flashy marketing. Carl also explains how he helps his agents build their long-term wealth through real estate investing.
[00:01 - 07:35] The Sliding Door Moment
- Why Carl left his stable job to pursue real estate with zero clients or cash
- How he used a 0% credit card to survive his first year
- The importance of treating real estate like a full-time job from day one
[07:36 - 14:58] Building a Niche in Distressed Properties
- How Carl built his business by targeting distressed property leads
- The significance of learning lead generation techniques that scale
- Why having a clear niche helps agents stand out in a crowded market
[14:59 - 21:14] From Realtor to Investor
- What mindset shift helped Carl transition from flipping to holding
- Why buying even one property can become a wealth-building strategy
- The importance of scale in reducing investment risk
[21:15 - 28:00] Coaching Agents to Think Like Investors
- Why Carl pushes agents to invest in real estate
- How being a real estate professional creates tax advantages
- What agents need to understand about marketing and data targeting
[28:01 - 35:38] Data-Driven Growth & Expanding Into Commercial
- How Carl uses data to identify seller avatars and off-market deals
- What he looks for in a commercial property investment
- The importance of reputation and networking in deal flow
Connect with Carl:
Facebook: https://www.facebook.com/carl.san12
LinkedIn: https://www.instagram.com/carlsanfilippo/reels/
LEAVE A 5-STAR REVIEW by clicking this link.
WHERE CAN I LEARN MORE?
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Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.
None of this could be possible without the awesome team at Buzzsprout. They make it easy to get your show listed on every major podcast platform.
Tweetable Quotes:
“At the end of the day, we are in the lead generation business... You could be the best realtor in the world, but if you have nobody to provide that to, it's worth nothing.”
- Carl SanFilippo
“There are opportunities for you as an agent... we live and breathe real estate every day, but when you're able to make that lea
From Software Revenue to Strategic Acquisitions with Morgan Ehrenzeller
Weiss Advice
How does a teenager go from flipping code and mining Bitcoin to owning over 600 real estate units—all before turning 30?
In this episode, Morgan Ehrenzeller, a real estate investor who began his entrepreneurial journey at just 14, shares how his early ventures in software and cryptocurrency laid the groundwork for his transition into real estate, where he now owns hundreds of units across multiple states. His story is grounded in resourcefulness, persistence, and a hands-on understanding of construction from his upbringing.
[00:01 - 07:36] From Coding to Bitcoin: The Early Hustle
- How Morgan’s frustration with PayPal led him to discover Bitcoin
- Why he started a software company at 14 and profited by 15
- The importance of finding workarounds when traditional systems don’t support you
[07:37 - 14:29] First Real Estate Deal at 17
- How the decision to invest stemmed from observing wealthy individuals
- The significance of his construction background in evaluating properties
- What it meant to Morgan to secure his first duplex with only $5,000
[14:30 - 21:03] Scaling Without the Bank
- Why traditional banks rejected him and how that shaped his strategy
- How creative financing allowed him to bypass institutional limitations
- The importance of using past success to attract investor capital
[21:04 – 28:20] Community as Strategy
- How he leverages mentorship groups for faster learning and connection
- Why starting a community helps with deal flow and boots-on-the-ground operations
- The need to align human capital, media, tech, and capital for business success
[28:21 - 34:58] Giving Back and Building Legacy
- What drives Morgan to keep going despite financial security
- The importance of being around people who live the life you want
- Why working for free under the right mentor can be more valuable than a salary
Connect with Morgan:
LinkedIn: https://www.linkedin.com/in/morgan-ehrenzeller-7353651a5
Instagram: https://www.instagram.com/morganehrenzeller/?hl=en
TikTok: https://www.tiktok.com/@morganehrenzeller
LEAVE A 5-STAR REVIEW by clicking this link.
WHERE CAN I LEARN MORE?
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Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.
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Tweetable Quotes:
“You have four levers in business: capital, human capital, media, and technology. If you can blend them, you’re really well positioned.” - Morgan Ehrenzeller
“The more you learn, the more you earn. That stuck with me since my teenage years.” - Morgan Ehrenzeller
How ADUs Are Reshaping Affordable Housing in California with Jonathan Mitchell
Weiss Advice
How can rethinking local zoning laws turn small residential lots into high-yield, multi-unit housing solutions?
In this episode, Jonathan Mitchell, founder of ADU Pals, a real estate developer specializing in scalable, affordable housing solutions in San Diego, shares his journey from growing up in Section 8 housing to launching a solar company and ultimately becoming a real estate developer focused on Accessory Dwelling Units (ADUs). He breaks down how ADUs in San Diego have evolved from simple backyard structures to fully stacked multi-unit developments, and why that matters in a city with soaring housing costs. They discuss how city policy, construction know-how, and personal mission converge in Jonathan’s work, and what it takes to build profitably and responsibly in California.
[00:01 - 06:24] Origins and Intentions
- How growing up on welfare in San Diego shaped his views on housing
- Why personal definition of success centers on using time wisely
- The significance of being a positive influence on future generations
[06:25 - 12:43] From Solar to Structures
- How bootstrapping a solar company led to licenses in contracting
- Why learning on the job taught him about scaling and finance
- The importance of understanding margins over revenue
[12:44 - 18:19] Redefining the ADU Model
- Why San Diego allows stacked ADUs that resemble multifamily buildings
- How zoning bonuses are tied to affordability through AMI
- The need to balance profit with policy in high-demand regions
[18:20 - 24:00] Strategy, Risk, and Process
- How they rehab properties, develop in-house, and lease while building
- The importance of understanding entitlements, density, and financing
- What the “triple play” model means for equity, cash flow, and debt
[24:01 - 31:54] Challenges, Culture, and Perspective
- The significance of understanding local policy shifts
- How bad actors in the space affected legislation
- Why consulting with experienced developers mitigates risk
Connect with Jonathan:
Website: www.adupals.com
LinkedIn: https://www.linkedin.com/in/jonathan-mitchell-a1493410b
Instagram: https://www.instagram.com/jonathanmitchellre/
LEAVE A 5-STAR REVIEW by clicking this link.
WHERE CAN I LEARN MORE?
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Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.
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Tweetable Quotes:
“I don’t want to waste time, man. I want to utilize the time that God has given me to be a light, to be productive.” - Jonathan Mitchell
“You can build a 10-unit property under o
From Family Business to Full-Service Firm with Frank Sproviero
Weiss Advice
What happens when generational grit meets strategic growth in commercial real estate? In this episode, Yonah sits down with Frank Sproviero, founder of One Alliance Companies, to unpack a career built on family legacy, hands-on experience, and entrepreneurial drive. From helping his immigrant family manage rental units in Brooklyn as a child to scaling a multi-division real estate company across the Southeast, Frank shares lessons on risk management, team culture, and long-term vision. He also discusses how he built a fully integrated real estate operation by recognizing market gaps and staying focused on execution.
[00:01 - 06:45] Family Roots in Real Estate
- How growing up in an immigrant family shaped Frank’s early exposure to real estate
- Why multi-tenant buildings were a strategic move for his relatives
- The significance of hands-on learning from a young age
[06:45 - 12:10] From Employee to Founder
- How Frank’s experience at a commercial real estate firm expanded his skills
- Why he relocated to North Carolina and what challenges followed
- The importance of mentorship and formal training in building expertise
[12:11 - 18:30] Building One Alliance Companies
- \Why he began with management before adding brokerage and building services
- The need for specialization and how each division operates independently
- How working with out-of-state property owners grew the business
[18:31 - 24:46] A Fully Integrated Real Estate Firm
- The strategy behind offering brokerage, insurance, and possibly lending
- What sets One Alliance apart from national firms
- The significance of internal culture and team cohesion
[24:47 - 30:58] Lessons, Legacy, and Leadership
- How controlling risk and adjusting to market shifts protect growth
- Why Frank sees his work as a long-term calling, not a path to retirement
- The importance of staying grounded while scaling a business
Connect with Frank:
LinkedIn: https://www.linkedin.com/company/40698917/admin/dashboard/
Facebook: https://www.facebook.com/p/On%E2%80%A6ies-100084948727630/
Instagram: https://www.instagram.com/onealliancecompanies/
LEAVE A 5-STAR REVIEW by clicking this link.
WHERE CAN I LEARN MORE?
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Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.
None of this could be possible without the awesome team at Buzzsprout. They make it easy to get your show listed on every major podcast platform.
Tweetable Quotes:
"We don't retire from this business. If you're passionate about it, you'll be successful—and it's hard to walk away from that." - Frank Sproviero
"What I was doing in life—financially and business-wise—w
Why Passive Income Often Leads to Passive Losses with Shlomo Chopp
Weiss Advice
What happens when commercial real estate owners ignore the fine print in their loan documents, and how can one mistake cost them everything?
In this episode, Yonah welcomes Shlomo Chopp, a seasoned expert in structured finance, real estate, and distressed asset workouts. Shlomo shares his unconventional path into commercial real estate, the importance of understanding debt structures, and the major pitfalls borrowers face in today’s high-interest environment. From his early days in flooring and software sales to managing complex loan workouts, Shlomo breaks down how structured finance operates, why many borrowers are in distress, and how his patented solutions might help reshape the future of shopping centers.
[00:01 - 07:00] From Flooring Sales to Finance
- How career pivots shaped Shlomo's real estate journey
- Why necessity led him to structured finance
- The importance of deep document knowledge in distressed assets
[07:01 - 14:00] What Structured Finance Actually Means
- What sets structured finance apart from traditional loans
- How lenders reduce risk by syndicating deals
- Why structured deals exploded pre-2008 and again recently
[14:01 - 21:00] Current Market Distress & Why It’s Happening
- Which asset classes are struggling most—and why
- How overleveraging and poor planning created problems
- Why technicalities in loan documents can trigger major consequences
[21:01 - 28:30] Innovation, Patents & Retail Reinvention
- Why Shlomo filed patents to rethink shopping centers
- How micro-fulfillment might bridge e-commerce and retail
- The significance of patience in innovation and timing
[28:31 - 34:33] Philosophy, Negotiation & Defining Success
- How he measures success beyond just profits
- Why mentorship and strategic relationships matter
- The value of reading widely to stay sharp
Connect with Shlomo:
Website: www.caseinv.com
LinkedIn: linkedin.com/in/chopp
Twitter: x.com/ShlomoChopp
LEAVE A 5-STAR REVIEW by clicking this link.
WHERE CAN I LEARN MORE?
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Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.
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Tweetable Quotes:
“There’s no such thing as passive income—only passive losses.” - Shlomo Chopp
“Structured finance isn’t just about money. It’s about aligning risks and rewards so everyone involved sees the path to getting paid.” - Shlomo Chopp
Retail Isn’t Dead — It’s Misunderstood with Andy Weiner
Weiss Advice
What if your community's blighted mall could be transformed into a thriving, income-producing asset? Andy Weiner, founder of RockStep Capital, joins Yonah to share how he revitalizes struggling shopping centers by turning them into community-centered investments with strong cash flow. Drawing from over 30 years in retail and real estate, Andy explains why secondary and tertiary markets are prime for investment, how local partnerships reduce risk, and the philosophy behind his company’s culture of adaptability and integrity.
[00:01 - 06:27] From Retail Collapse to Real Estate Opportunity
- Why Walmart’s dominance led to the end of Wiener’s retail chain
- How retail operations experience became the foundation for Andy’s real estate investment approach
- The importance of understanding tenant risk in shopping center investing
[06:28 - 12:34] Investing in ‘Hometown America’
- Why RockStep focuses on secondary and tertiary markets
- The role of local business leaders as equity partners and risk reducers
- How community banks offer flexibility national lenders can’t
[12:35 - 18:22] Turning Blight into Economic Engines
- Examples from Louisiana, Kansas, and South Dakota showing how RockStep transforms communities
- How public-private coalitions help reposition underperforming malls
- Using incentives and local alignment to unlock property value
[18:23 - 25:57] The RockStep Philosophy: Culture, Values, and Direction
- The meaning behind the company name "RockStep"
- A breakdown of Andy’s 25 “Rock Steps” – internal rules of behavior
- How culture drives performance, retention, and investor trust
[25:58 - 31:00] Cash Flow, Malls, and the Future of Retail
- Why retail’s decline is overstated and where the opportunities are
- Three strategies to reposition malls for cash flow or mixed use
- RockStep’s goal to educate investors on shopping center economics
Connect with Andy:
Website: https://rockstep.com/learning-center
https://investclearly.com/sponsors/rockstep-capital
LinkedIn: https://www.linkedin.com/in/andy-weiner/
LEAVE A 5-STAR REVIEW by clicking this link.
WHERE CAN I LEARN MORE?
Be sure to follow me on the below platforms:
Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.
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Tweetable Quotes:
“We call it RockStep because it’s a dance move. You’ve got to be nimble. When there’s a threat or opportunity, you switch direction.” - Andy Weiner
“If we can’t get a local investor to believe in me, RockStep, and the asset, we won’t do the deal.” - Andy Weiner
How Infinite Banking Changes Everything with Jim Oliver
Weiss Advice
How would your financial life change if you stopped being a consumer and became the owner of your banking system? In this episode of Weiss Advice, Yonah speaks with Jim Oliver, founder of CreateTailwind and advocate of the Infinite Banking Concept. Jim shares his journey from poverty to financial independence, emphasizing the significance of controlling the banking function in your life. Through real-life examples and analogies, he explains how velocity, ownership, and mindset can radically alter your financial future. Jim also introduces the principles behind Infinite Banking and the importance of breaking away from conventional thinking about money, taxes, and legacy building.
[00:01 – 06:17] Own or Be Owned
- The importance of motion in money and why stagnation leads to loss
- The significance of financial ownership vs. consumer mentality
- The lesson Jim learned at age 13 while working in a casket factory
[06:16 – 12:38] Turning Headwinds into Tailwinds
- The idea behind "CreateTailwind" and how financial systems work against you
- How to recapture the 34.5 cents lost in interest from every dollar earned
- The concept of velocity and using your own financial system for growth
[12:39 – 18:53] Infinite Banking, Explained
- How Infinite Banking works through whole life insurance policies
- The concept of leveraging your cash value while it continues to grow
- Building assets and legacy simultaneously
[18:54 – 24:41] Breaking from the Herd
- Why more people don’t use Infinite Banking or tax-saving strategies
- The role of coaching, education, and mindset in financial success
- How ownership shifts perspective from fear to confidence
[24:42 – 30:44] Legacy, Freedom, and Ownership
- The five shifts Jim outlines in his new book Owner Shift
- Personal lessons about health, aging, and continued growth
- What success and freedom really mean
Connect with Justin:
YouTube: https://www.youtube.com/createtailwind182
LinkedIn: https://www.linkedin.com/company/createtailwind/
Facebook: https://www.facebook.com/createtailwind
Instagram: https://www.instagram.com/create_tailwind/
LEAVE A 5-STAR REVIEW by clicking this link.
WHERE CAN I LEARN MORE?
Be sure to follow me on the below platforms:
Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.
None of this could be possible without the awesome team at Buzzsprout. They make it easy to get your show listed on every major podcast platform.
Tweetable Quotes:
“If water doesn't flow, it becomes stagnant—and if money doesn't move, it dies.” - Jim Oliver
“You either pay someone else interest, or you give up the
Serving Through Real Estate After the Military with Marcus Long
Weiss Advice
What if your 20-year military career prepared you more for real estate than ever imagined? Marcus Long shares how he went from the Navy to multifamily real estate syndications—carving out a life focused on impact, control, and presence. In this episode of Weiss Advice, Marcus walks through his steady evolution from buying a condo as a 22-year-old college student to retiring with a 15-property portfolio. He explains why financial freedom meant more than wealth—it meant showing up for his family. Marcus also offers insight into how service members can align long-term missions with personal purpose through real estate.
[00:01 - 07:00] From Service to Strategy
- Why a house hack turned long-term rental laid the foundation.
- The significance of managing a rental while on active duty.
- How early decisions created long-term options.
[07:01 - 14:30] Building While Deployed
- The importance of staying consistent even at a slow pace.
- Why flexibility made single-family homes the right fit early on.
- How to assess readiness for transitioning into real estate full-time.
[14:31 - 21:43] The Family Factor
- The need for control over time as a parent.
- How retirement from the Navy aligned with a personal turning point.
- What it means to be present for your kids.
[21:44 - 29:26] - Scaling Up with Purpose
- The significance of learning new strategies late in his career.
- Why collaboration through JVs and syndications appealed to him.
- How mentorship and networking played a key role.
[29:27 - 36:23] Legacy and Impact
- The importance of helping others in transition.
- How real estate became a platform for broader service.
- Why living intentionally matters more than hitting metrics
Connect with Marcus:
LinkedIn: https://www.linkedin.com/in/marcus-long-22278391/
Instagram: https://www.instagram.com/marcus.l.long/
Facebook: https://www.facebook.com/marcus.long
LEAVE A 5-STAR REVIEW by clicking this link.
WHERE CAN I LEARN MORE?
Be sure to follow me on the below platforms:
Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.
None of this could be possible without the awesome team at Buzzsprout. They make it easy to get your show listed on every major podcast platform.
Tweetable Quotes:
“I didn't want a nine-to-five. I wanted something that gave me more control over my time so I could be present with my family.” - Marcus Long
“As I transitioned out of the military, I found that real estate gave me the ability to keep ser
The Development Advantage with Justin Goodin
Weiss Advice
Can a developer truly succeed by focusing exclusively on local markets while others chase nationwide opportunities? In this enlightening episode, Justin Goodin, a focused multifamily developer from Indianapolis, Indiana, shares his fascinating journey from working as a multifamily underwriter at a bank to becoming a full-time developer of Class A luxury apartments. Justin shares his journey from bank underwriter to full-time developer and explains why he focuses solely on ground-up projects in Indiana. He discusses his strategic shift from syndication to development, his build-lease-sell business model, and why he puts his own capital at risk during pre-development to build investor trust.
[00:01 - 05:09] From Banking to Building: Justin's Real Estate Journey
- How education shaped his path
- Why multifamily development became his focus
- The importance of evolving your investment strategy
[05:10 - 10:46] Strategic Pivot to Development in a Competitive Market
- What drove the shift from syndication to development
- How market fundamentals support development now
- Why the build-and-sell model works better
[10:47 - 15:31] The Developer's Business Model and Market Positioning
- How the developer functions as a project orchestrator
- Why local market knowledge creates a competitive advantage
- The need for hands-on involvement
[15:32 - 20:29] Lessons Learned From Syndication Experience
- What timeline can to expect for development projects
- The significance of a focused strategy
- Why fixed-rate debt matters
[20:30 - 25:58] Building Teams and Defining Success
- How to select the right business partners
- What success truly means beyond profits
- The importance of meaningful connections
Connect with Justin:
LinkedIn: https://www.linkedin.com/in/justingoodin/
Facebook: https://www.facebook.com/justin.goodin.16
LEAVE A 5-STAR REVIEW by clicking this link.
WHERE CAN I LEARN MORE?
Be sure to follow me on the below platforms:
Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.
None of this could be possible without the awesome team at Buzzsprout. They make it easy to get your show listed on every major podcast platform.
Tweetable Quotes:
"I just think there's so much opportunity in development. I think there's just a lot less investors willing to put up that work, to learn this stuff in the beginning... to get these projects off the ground." - Justin Goodin
"If you can take interest rate risk off the table by just fixing your debt, it's just one less variable that you have t
Smart Investing for Busy Professionals with Param Baladandapani
Weiss Advice
Is your job as secure as you think? Dr. Param Baladandapani, a hysician-turned-real-estate-investor, shares how a job merger made her realize the need for financial independence. She built a real estate portfolio that replaced her medical income in just a year and now helps other professionals do the same. In this episode, she breaks down passive investing, tax-efficient wealth-building, and strategies for achieving financial freedom without sacrificing your career.
[00:01 - 07:33] The Wake-Up Call: Realizing the Power of Passive Income
- A career shake-up exposed the risk of relying on a W-2 income
- Despite a high salary, her passive income was only $2,000/month
- Real estate became her path to financial security
[07:34 - 15:16] The Aha Moment: Real Estate vs. Stock Market Returns
- Her real estate investments outperformed the stock market 6x over
- The power of leverage and tax advantages in real estate
- How cash flow creates true financial freedom
[15:17 - 22:59] Strategies for Success: Building a Real Estate Portfolio
- Three investing approaches: passive, short-term hustle, or full-time entrepreneur
- Scaling from single-family homes to larger investments
- The shift from active investing to fully passive income
[23:00 - 31:46] Syndications and Alternative Investments for Busy Professionals
- How high-income earners can invest without managing properties
- The benefits of multifamily value-add deals
- How GW Capital provides hands-off investing opportunities
[31:47 - 37:37] Overcoming Barriers to Financial Freedom
- The biggest mindset blocks professionals face
- Why real estate isn’t as risky as many believe
- The key to taking action and accelerating wealth-building
Connect with Param:
Website: https://gwcapital.com/
LinkedIn: https://www.linkedin.com/company/generationalwealthmd
Facebook: https://www.facebook.com/groups/generationalwealthmd
Instagram: https://www.instagram.com/generationalwealthmd
LEAVE A 5-STAR REVIEW by clicking this link.
WHERE CAN I LEARN MORE?
Be sure to follow me on the below platforms:
Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.
www.yonahweiss.com
None of this could be possible without the awesome team at Buzzsprout. They make it easy to get your show listed on every major podcast platform.
Tweetable Quotes:
"Work smarter. The path to financial freedom isn’t about working harder—it’s about choosing the right investments and leveraging them wisely." - Dr. Param Baladandapani
"High-income professionals aren’t taught about alternative investments, but the wealthy have always invested in them. It’s time to
From Skeptic to Investor: How Real Estate Changed Everything with Jeanette Friedrich
Weiss Advice
Is real estate the key to financial freedom — even if you never considered it? Jeanette Friedrich never planned on entering real estate. But when faced with overwhelming financial challenges as a single mother, she discovered that real estate investing was the only realistic path to securing her family's future. Now, as the Director of Investor Relations and Marketing at Blue Lake Capital, Jeanette has played a pivotal role in helping the firm surpass $1 billion in transactions. She shares her unconventional journey into real estate, the lessons she learned about wealth-building, and the strategic moves
[00:01 - 07:35] From Skeptic to Believer: How Jeanette Found Real Estate
- Jeanette's unexpected path into real estate from a background in finance, recruiting, and nonprofits
- How a personal crisis led her to seek a flexible career
- The misconceptions she had about real estate before joining Blue Lake Capital
[07:36 - 14:57] The Moment Everything Clicked
- Navigating a career shift while managing a child’s critical illness
- Realizing that real estate is one of the few vehicles for true wealth generation
- The mindset shift from saving defensively to investing offensively
[14:58 - 21:00] Breaking Barriers as a Woman in Real Estate
- Becoming Blue Lake Capital’s first hire and growing alongside Ellie Perlman
- How Jeanette transitioned from an assistant role to Director of Investor Relations
- The power of representation: inspiring other women to take control of their finances
[21:01 - 28:49] How Blue Lake Capital is Navigating Market Shifts
- The challenges of raising capital in today’s economic climate
- Why the company is focusing on family office partnerships instead of traditional syndications
- Investing strategies: value-add vs. stabilized assets
[28:50 - 34:26] Understanding Family Offices and Building Long-Term Wealth
- What is a family office, and how does it differ from traditional real estate investors?
- The importance of long-term relationships and strategic partnerships
- How Jeanette’s investments transformed her financial future
Connect with Jeannette:
LinkedIn: https://www.linkedin.com/in/jeannetterobinson/
Instagram: https://www.instagram.com/bluelake_capital/
LEAVE A 5-STAR REVIEW by clicking this link.
WHERE CAN I LEARN MORE?
Be sure to follow me on the below platforms:
Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.
www.yonahweiss.com
None of this could be possible without the awesome team at Buzzsprout. They make it easy to get your show listed on every major podcast platform.
Tweetable Quotes:
“I was still thinking like I was poor. I was playing defense with my money instead of playing offense.” - Jeanette Friedrich
“The demands of the challenges in front of me were huge. The only ans
Why Client Relationships Matter More Than Transactions with George Pino
Weiss Advice
When it comes to building a thriving real estate business, is it all about transactions, or is there something deeper at play?
In this episode, George Pino, co-founder of Commercial Brokers International, discusses the power of relationships, integrity, and strategic growth in the real estate industry. George shares insights from his 30+ years in commercial real estate, including how he and his business partner built a successful firm by prioritizing their client’s best interests. He also reveals key investment lessons, the realities of different asset classes, and why retail real estate is booming despite predictions of its decline.
[00:01 - 08:22] The Foundation of a Real Estate Career
- How George entered real estate straight out of college and built his career
- The evolution from working for others to launching his own company
- Lessons learned from early experiences in the industry
[08:23 - 16:45] Building a Client-Centered Brokerage
- How Commercial Brokers International (CBI) was founded
- The importance of company culture and treating agents as valued partners
- Why relationships matter more than just making deals
[16:46 - 24:33] The Evolution of Retail Real Estate
- The misconception about the “retail apocalypse” and why retail is thriving
- How experiential retail and strategic investments are shaping the industry
- The impact of changing labor costs and regulations on real estate trends
[24:34 - 32:43] Investment Lessons: Multifamily vs. Retail
- George’s experience investing in multifamily properties and the challenges of rent control
- Why he pivoted to single-tenant net lease properties for better long-term stability
- The advantages of corporate-backed leases in commercial real estate
[32:44 - 40:49] Problem-Solving Through Real Estate
- How restructuring a real estate investment doubled a client’s income
- The role of mentorship and integrity in business growth
- The importance of being a trusted advisor rather than just a salesperson
Connect with George:
LinkedIn: https://www.linkedin.com/in/george-pino-stnl-nnn-investment-sales-leasing/
Instagram: https://www.instagram.com/gpinocbicommercial/
Facebook: https://www.facebook.com/george.pino.75
LEAVE A 5-STAR REVIEW by clicking this link.
WHERE CAN I LEARN MORE?
Be sure to follow me on the below platforms:
Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.
www.yonahweiss.com
None of this could be possible without the awesome team at Buzzsprout. They make it easy to get your show listed on every major podcast platform.
Tweetable Quotes:
“I don’t believe in selling just to sell. My job is to make sure my clients make the right decisions—even if that means talking them out of a deal.” - George Pino
“Commercial real estate is a people b
Revolutionizing Real Estate with Total Cost of Ownership with Andy McQuade
Weiss Advice
What strategic decisions can lead to long-term success in real estate investments?
Dive into this engaging episode of Weiss Advice with Yonah as he interviews Andy McQuade, a multifaceted real estate consultant. Andy shares his journey from the supply side of building materials to consulting for multifamily operators. With over two decades of experience, Andy highlights the critical role of procurement, the concept of total cost of ownership (TCO), and how thoughtful decision-making can shape the future of real estate investments.
[00:01 - 09:32] From Lumberyards to Real Estate Consulting
- Andy's early career journey and his unexpected leap into entrepreneurship
- The impact of growing up with an entrepreneurial father
- Lessons from working in corporate environments
[09:33 - 18:19] Mastering Procurement in Multifamily Real Estate
- The meaning and importance of procurement in real estate
- How procurement can drive efficiency and long-term savings
- Insights on avoiding common operational pitfalls
[18:20 - 27:46] Total Cost of Ownership: A Game-Changer
- Andy's realization of TCO’s importance in real estate
- Practical applications of TCO in multifamily properties
- Adapting IT-based principles to real estate decision-making
[27:47 - 37:00] The Power of Networking and Education
- Andy's involvement with Real Estate Investment Associations (REIAs)
- How these groups foster learning and community among real estate investors
- Insights into the importance of staying updated on local policies
[37:01- 46:06] Building Success and Finding Fulfillment
- Reflections on defining success and balancing personal life with professional goals
- Andy’s thoughts on the evolution of his career and what’s next
- Encouraging entrepreneurs to focus on their strengths while delegating weaknesses
Connect with Andy:
Linktree: https://linktr.ee/andymcquade
LEAVE A 5-STAR REVIEW by clicking this link.
WHERE CAN I LEARN MORE?
Be sure to follow me on the below platforms:
Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.
None of this could be possible without the awesome team at Buzzsprout. They make it easy to get your show listed on every major podcast platform.
Tweetable Quotes:
“Don’t focus on putting band-aids on your weaknesses because you’ll constantly be chasing your tail. Focus on the things you’re good at.” – Andy McQuade
“Procurement isn’t just about buying things; it’s about shaping the direction of an entire company.” – Andy McQuade
Turning Authenticity into a Capital-Raising Superpower with Jeremy Dyer
Weiss Advice
How does one transition from corporate success to building a $45 million real estate portfolio while balancing family and legacy?
In this insightful episode, Jeremy Dyer, a technology sales veteran turned real estate investor and capital raiser, shares his journey from achieving top-tier success in sales to discovering the transformative power of real estate syndications. He details the lessons learned from active investing in fix-and-flips to become a passive investor in over 30 deals. Jeremy also discusses his capital-raising expertise, the launch of his book The Fundamental Investor, nd his role with Rise48 Equity.
[00:01 - 07:16] From Tech Sales to Real Estate Beginnings
- Success in technology sales paved the way for real estate investments
- Fix-and-flip ventures started as a family project
- The challenges of balancing work, family, and entrepreneurship
[07:17 - 14:37] Discovering Syndications
- The shift from active to passive investing brought scalability
- Diversification across geographies and asset classes is key
- Early investments doubled, cementing belief in syndications
[14:38 - 21:52] Becoming a Capital Magnet
- Sharing personal investing stories builds trust
- Education and authenticity attract investors
- Building a network takes decades of ethical actions
[21:53 - 29:07] Lessons from Writing The Fundamental Investor
- Investing principles are shaped by childhood lessons
- The book critiques traditional 401(k) strategies and financial advisors
- A focus on storytelling helps educate readers about alternative investments
[29:08 - 36:58] Leadership at Rise48 Equity
- Jeremy transitioned to managing capital partner relationships
- The importance of reducing execution risk in syndications
- Leveraging past professional skills to excel in capital raising
Connect with Jeremy:
LinkedIn: https://www.linkedin.com/in/jeremydyer/
Instagram: https://www.instagram.com/jeremyjdyer/
LEAVE A 5-STAR REVIEW by clicking this link.
WHERE CAN I LEARN MORE?
Be sure to follow me on the below platforms:
Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.
None of this could be possible without the awesome team at Buzzsprout. They make it easy to get your show listed on every major podcast platform.
Tweetable Quotes:
"You build trust one drop at a time and lose it in a bucket full." - Jeremy Dyer
"The minute you start chasing capital, it runs. People can smell desperation from a mile away." - Jeremy Dyer
Why Content Creation Drives Business Growth with Joe Killinger
Weiss Advice
What does it take to thrive in the competitive world of commercial real estate while adapting to new technology and fostering meaningful relationships?
In this episode, Joe Killinger, a seasoned real estate professional with over 30 years of experience, shares his journey from humble beginnings in Nebraska to building successful businesses in commercial real estate. He discusses the power of education, the importance of trust, and how emerging technologies like AI are shaping the industry's future. This conversation is packed with practical advice for agents, brokers, and anyone looking to excel in a rapidly evolving market.
[00:01 - 07:26] Trust and Relationship Building
- Why trust is the cornerstone of long-term business success
- The art of balancing inbound and outbound lead generation
- Insights into creating content that drives client engagement
[07:27 - 14:34] Joe's Journey: From Farm Life to Real Estate Icon
- Early life lessons from working on a Nebraska farm
- The role of mentors in shaping a career in commercial real estate
- Transitioning from residential to commercial real estate
[14:35 - 21:55] The Power of Education and Technology
- How Joe integrates teaching into his company culture
- AI tools and their potential to transform real estate operations
- Leveraging diverse perspectives from younger broker
[21:56 - 28:49] Building a Strong Team and Culture
- Developing a rigorous training program for new agents
- Balancing traditional methods with modern tools
- Reducing turnover by investing in agent growth and support
[28:50 - 35:20] Scaling Success with Affiliate Networks
- Joe’s approach to creating the Commercial Real Estate Affiliate Network
- Building trust and collaboration with vetted brokers nationwide
- Using affiliate networks to compete with larger firms
Connect with Joe:
Instagram: https://www.instagram.com/joekillinger/
YouTube: https://www.youtube.com/@JoeKillinger
X: https://x.com/JoeKillinger
LEAVE A 5-STAR REVIEW by clicking this link.
WHERE CAN I LEARN MORE?
Be sure to follow me on the below platforms:
Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.
None of this could be possible without the awesome team at Buzzsprout. They make it easy to get your show listed on every major podcast platform.
Tweetable Quotes:
"If I connect with you today, I’m not doing business with you today. I’m building trust, and that takes time." - Joe Killinger
"You’re a marketing company first and foremost—if no one
Scaling Success: From Rentals to Hard Money Lending with Owen Dashner
Weiss Advice
What’s the secret to turning personal connections into a thriving real estate empire?
Dive into this episode of Weiss Advice as Yonah sits down with Owen Dashner, a seasoned real estate investor and entrepreneur. Owen shares his journey from corporate recruiting to managing a diverse portfolio of real estate investments and launching a successful hard money lending business. Packed with insights on navigating financial crises, leveraging networks, and finding the right business partners, this episode is a treasure trove of wisdom for both aspiring and seasoned investors.
[00:01 - 07:59] The Entrepreneurial Spark
- Owen’s entrepreneurial roots in a family of business owners
- Early struggles with finding a career path in corporate recruiting
- The shift from dissatisfaction to exploring real estate investments
[08:00 - 16:49] Flipping to Freedom
- Owen’s first steps into real estate
- The impact of the Great Financial Crisis on his strategy
- Discovering the power of networking and mentorship in real estate
[16:50 - 24:24] Networking: A Game-Changer
- The value of meeting 104 people in two years
- Using social media and local meetups to build a network
- Lessons learned from sharing knowledge and resources freely
[24:25 - 32:15] The Hard Money Success Story
- Starting a hard money lending business from scratch
- Scaling the business to $24 million in available capital
- The importance of underwriting like an investor
[32:16 - 37:20] Freedom and Fulfillment
- Transitioning from flipping to broader ventures, including multifamily properties
- How flexibility and time freedom define Owen’s vision of success
- Final reflections on learning, sharing, and continuing to grow
Connect with Owen:
LinkedIn: https://www.linkedin.com/in/owen-dashner-20869a/
Facebook: https://www.facebook.com/owenmoneyrealestate/
Instagram: https://www.instagram.com/owenmoneyrealestate/
LEAVE A 5-STAR REVIEW by clicking this link.
WHERE CAN I LEARN MORE?
Be sure to follow me on the below platforms:
Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.
None of this could be possible without the awesome team at Buzzsprout. They make it easy to get your show listed on every major podcast platform.
Tweetable Quotes:
“It’s always a good thing to have one hand down and one hand up, helping people and learning from others.” – Owen Dashner
“Networking isn’t just about who you know, but who knows you.” – Owen Dashner
Social Media Mastery in Commercial Real Estate with Carson Baird
Weiss Advice
How can social media be your secret weapon to success in commercial real estate?
In this insightful conversation, Yonah sits down with Carson Baird, a commercial real estate professional and social media strategist based in Southwest Florida. Carson shares his unconventional journey from tech sales to a flourishing career in real estate, where he leverages social media to build meaningful connections and close million-dollar deals. Along the way, he opens up about the personal growth fatherhood has brought, the lessons learned from a challenging project, and the power of being consistent and genuine on LinkedIn.
[00:01 - 08:00] The Entrepreneurial Spirit
- Carson’s upbringing in a family business and the early influence of real estate
- Transitioning from corporate roles to commercial real estate
- Lessons from his father’s entrepreneurial journey
[08:01 - 16:34] Hard Lessons in Real Estate
- Carson recounts a difficult deal involving zoning regulations and legal battles
- The importance of knowing when to walk away
- Valuable takeaways from "life seminars."
[16:35 - 24:47] Social Media: A Modern Rainmaker
- How Carson uses LinkedIn to create warm connections
- The shift from traditional sales methods to content-driven engagement
- Generating leads and deals through strategic posting
[24:48 - 32:56] Market Insights in Southwest Florida
- Analyzing the current state of the industrial, office, and multifamily sectors
- The impact of Hurricane Ian on the local real estate market
- Predictions for the market moving into 2025
[32:57 - 40:14] Defining Success
- Carson reflects on the true meaning of success in light of fatherhood
- Balancing professional ambition with being a present family man
- Advice for young professionals on building connections authentically
Connect with Carson:
Website: https://lqcre.com/carson-baird/
LinkedIn: https://www.linkedin.com/in/carsoncre/
LEAVE A 5-STAR REVIEW by clicking this link.
WHERE CAN I LEARN MORE?
Be sure to follow me on the below platforms:
Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.
None of this could be possible without the awesome team at Buzzsprout. They make it easy to get your show listed on every major podcast platform.
Tweetable Quotes:
"Social media is about chumming the water—create consistent content to attract attention and strike when the time is right." - Carson Baird
"The best marketing isn’t just about ads; it’s about being top of mind and offering value
Why Omaha is a Real Estate Goldmine with Seth Campbell
Weiss Advice
What makes Omaha a hidden gem for real estate investments?
Seth Campbell, a veteran commercial real estate broker, shares his journey from a 20-year career at CBRE to launching his own brokerage firm in Omaha, Nebraska. Seth dives into the unique characteristics of Omaha's real estate market, his family's multi-generational involvement in property investment, and his passion for supporting local businesses. This episode offers an insider's perspective on building a legacy, navigating market fluctuations, and finding success through community-oriented investments.
[00:01 - 06:00] From Corporate Giant to Local Champion
- Transition from 20-year CBRE career to independent brokerage
- Family legacy spanning three generations in real estate
- Focus shift to serving local Omaha businesses and investors
[06:01 - 12:27] The Entrepreneurial Leap
- Renewed enthusiasm from owning a brokerage
- Managing both brokerage and family property portfolio
- Balance between corporate experience and local market focus
[12:28 - 18:34] Omaha's Market Dynamics
- Consistent 2-3% industrial vacancy rate
- Higher cap rates compared to coastal markets
- Steady growth pattern with data center expansion
[18:35 - 24:48] City Evolution and Growth
- Integration of historical architecture with modern development
- Strategic focus on retaining young professionals
- Impact of Warren Buffett's presence on local market
[24:49 - 30:49] Success Beyond Numbers
- Personal challenges in early brokerage career
- Importance of resilience in commission-based work
- Definition of success centered on family provision
Connect with Seth:
Website: https://campbelldana.com/
LinkedIn: https://www.linkedin.com/company/campbell-dana-commercial-real-estate/
Instagram: https://www.instagram.com/campbelldanacre/
LEAVE A 5-STAR REVIEW by clicking this link.
WHERE CAN I LEARN MORE?
Be sure to follow me on the below platforms:
Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.
None of this could be possible without the awesome team at Buzzsprout. They make it easy to get your show listed on every major podcast platform.
Tweetable Quotes:
“Every gray hair is another year of wisdom.” - Seth Campbell
“Omaha isn’t flashy, but it’s a stable, steady investment for those who value consistency.” - Seth Campbell
Why Billionaires Love Private Credit (And You Should Too) with Dave Wolcott
33:52
Why Your Tenants Matter with Joe Rinderknecht
33:42
Is Your Business Stealing Your Joy with Amy Calandrino
32:52
How To Work Less & Impact More with Divya Smith
30:12
Why I Left Hollywood for Real Estate with Michael Jacobs
29:25
Why Investors Follow People, Not Brands with Julia Anderson
34:47
The Best Investment You Haven’t Heard Of (Yet) with Chris Hanson
37:49
Why Lead Generation Is the Real Estate Skill That Changes Everything with Carl SanFilippo
35:38
From Software Revenue to Strategic Acquisitions with Morgan Ehrenzeller
34:58
How ADUs Are Reshaping Affordable Housing in California with Jonathan Mitchell
31:54
From Family Business to Full-Service Firm with Frank Sproviero
30:58
Why Passive Income Often Leads to Passive Losses with Shlomo Chopp
34:33
Retail Isn’t Dead — It’s Misunderstood with Andy Weiner
31:29
How Infinite Banking Changes Everything with Jim Oliver
30:34
Serving Through Real Estate After the Military with Marcus Long
36:23
The Development Advantage with Justin Goodin
25:58
Smart Investing for Busy Professionals with Param Baladandapani
37:37
From Skeptic to Investor: How Real Estate Changed Everything with Jeanette Friedrich
34:23
Why Client Relationships Matter More Than Transactions with George Pino
40:49
Revolutionizing Real Estate with Total Cost of Ownership with Andy McQuade
46:06
Turning Authenticity into a Capital-Raising Superpower with Jeremy Dyer
36:58
Why Content Creation Drives Business Growth with Joe Killinger
35:20
Scaling Success: From Rentals to Hard Money Lending with Owen Dashner
37:20
Social Media Mastery in Commercial Real Estate with Carson Baird
40:14
Why Omaha is a Real Estate Goldmine with Seth Campbell
30:49