While many investors wrote off office after the WeWork collapse and the rise of remote work, Ben shares why the real story is just beginning. Pacific has quietly built 16 profitable locations over 23 years, with a differentiated model that combines flexible workspace, virtual offices, meeting rooms, and service-based recurring revenue.

We dive into why San Francisco’s AI-driven rebound, changing workplace behavior, and landlord demand for flexible operators are creating one of the most overlooked opportunities in commercial real estate today.

Ben also breaks down Pacific’s expansion strategy, how they’re underwriting new locations, and why their latest fund is targeting a 10% preferred return and 25% net IRR over a 5–7 year hold.

Key Points Discussed

• Why flexible workspace is still only ~3% of the office market
• How Pacific generates 32% of revenue outside of desks
• Why virtual office products are an underrated cash flow driver
• The macro tailwinds from AI and San Francisco’s recovery
• Why landlords increasingly want flexible workspace partners
• How Pacific’s newest SF location hit 30% leased before opening
• The investment thesis behind their 6–10 location expansion plan
• Why flexible workspace may become an institutional CRE asset class

Guest Information

• Name: Ben Wright
• Role: Chief Growth Officer at Pacific Workplaces
• Website: PacificWorkplaces.com
• LinkedIn: Ben Wright

Conclusion

Ben’s perspective is a refreshing reminder that the office market isn’t disappearing, it’s evolving.

Rather than betting on outdated long-term lease models, Pacific Workplaces is building around how modern teams actually work: hybrid schedules, smaller footprints, flexible meeting needs, and service-driven convenience.

For investors looking for differentiated cash-flowing real estate opportunities, this episode offers a compelling look at why flexible workspace may be one of the most misunderstood and asymmetric bets in CRE today.

In this episode of Groundbreakers, we’re joined by Sterling Anderson, Founder and CEO of Aria Residential Group, a real estate investment and development firm focused on build-to-rent communities, multifamily acquisitions, and luxury residential projects.

Sterling’s journey into real estate began after leaving his job at a bank in 2013 and deciding to pursue investing full time. Starting with wholesaling and fix-and-flip projects, he gradually expanded into multifamily and development, learning how to raise capital, structure partnerships, and scale into larger projects across markets like Dallas, Houston, Atlanta, and Omaha.

In this conversation, Sterling shares how he built his firm step by step, the lessons he learned from early deals, and why capital raising, underwriting discipline, and transparency with investors are the foundations of long term success in real estate.

Key Topics Discussed

• Sterling’s journey from banking to full-time real estate investing
• How wholesaling and fix-and-flips helped build early deal experience
• The importance of mastering underwriting before scaling into multifamily
• Why capital raising is one of the most important skills in real estate
• The growing opportunity in build-to-rent communities
• How partnerships unlock larger deals and new markets

Why This Matters for GPs and Investors

Sterling offers a practical perspective on scaling a real estate business in today’s market. From building relationships with investors to verifying underwriting assumptions and structuring strong partnerships, his approach highlights the systems and discipline required to grow from small deals into larger developments.

For sponsors raising capital or investors exploring build-to-rent and multifamily opportunities, this episode provides a clear look at how experienced operators think about growth, risk, and long-term strategy.

Guest Information

• Name: Sterling Anderson
• Company: Aria Residential Group
• LinkedIn

Conclusion

Sterling’s story is a reminder that most real estate careers do not start with large developments. They begin with small deals, learning the fundamentals, and gradually building the skills and relationships required to scale.

If you are building a real estate investment business or looking to understand the future of build-to-rent and multifamily investing, this episode is packed with insights worth listening to.

In this episode of Groundbreakers, we’re joined by Jordan McNeely, founder of Grace Capital Partners, a multifamily investment firm focused on disciplined underwriting and protecting investor capital.

Before entering real estate, Jordan spent more than a decade working in the nuclear energy industry as an engineer responsible for the design and operation of commercial nuclear power plants. In an environment where mistakes are not tolerated and safety systems are built around worst case scenarios, he developed a mindset that now shapes how he approaches real estate investing.

Rather than chasing aggressive projections, Jordan focuses on downside protection, strong fundamentals, and assets that work from day one.

In this conversation, Jordan shares how his engineering background informs his investment philosophy, how he evaluates risk in real estate deals, and why protecting investor capital is the foundation of long term success.

Key Topics Discussed

• How a career in nuclear engineering shaped Jordan’s investing philosophy
• Why underwriting discipline matters more than optimistic projections
• The importance of day one cash flow in uncertain markets
• How to structure deals that prioritize capital preservation
• What busy professionals look for when investing passively in real estate
• The parallels between safety engineering and real estate risk management

Why This Matters for GPs and Investors

Jordan offers a unique perspective on risk management that many sponsors overlook. His approach focuses less on chasing upside and more on building deals that can survive when assumptions change.

For syndicators raising capital and investors allocating to private deals, the conversation highlights why disciplined underwriting and downside protection are often the difference between a good deal and a great one.

Guest Information

• Name: Jordan McNeely
• Company: Grace Capital Partners

Conclusion

Real estate investing often rewards optimism. Jordan’s story is a reminder that the best operators think like engineers. They assume things can go wrong and build systems designed to withstand it.

If you are a sponsor raising capital or an investor evaluating deals, this episode will give you a fresh perspective on risk, discipline, and long term wealth creation through real estate.

In this episode of Groundbreakers, we’re joined by Mustafa Ladha, Co Founder of Realty Mercato, Senior Vice President of Investor Relations at Veloci Capital, and the mind behind MyFin Journey, a financial education platform focused on helping people build long term wealth with intention.

Mustafa’s path into real estate was anything but traditional. After studying genetics and attending medical school, he pivoted into pharma, built and exited ecommerce businesses, and eventually went all in on real estate. Within a month of leaving his corporate role, he generated more income than his entire annual salary. Since then, he has helped deploy over $40M in investor capital, much of it raised through relationship driven channels like WhatsApp.

We dive into how he built trust at scale, how he thinks about aligning investment strategy with investor psychology, and why capital raising is less about pitching deals and more about solving real problems.

Key Topics Discussed

• Why optimizing for learning beats optimizing for salary
• The psychology behind raising capital and building trust
• How to identify investor pain points before offering a deal
• Differences between ground up, value add, and debt strategies
• Raising capital through relationships instead of paid funnels
• Sharia compliant investing and structuring all cash real estate strategies
• Building a financial education platform alongside an investment business

Why This Matters for GPs and Investors

Mustafa reframes capital raising as a trust building exercise, not a marketing game. Instead of chasing anyone with a checkbook, he focuses on understanding what investors actually want. Cash flow, tax efficiency, growth, or preservation.

For GPs raising $1M to $10M deals, this episode is a reminder that the real asset is not the property. It is the investor relationship. When you meet people where they are and speak their language, capital compounds just like returns.

Guest Information

• Name: Mustafa Ladha
• Companies: Realty Mercato, Veloci Capital, MyFin Journey
• LinkedIn: Mustafa Ladha

Conclusion

This conversation goes beyond real estate tactics. It is about mindset, trust, and long term relationship building. Mustafa’s journey proves that scaling capital is less about flashy funnels and more about consistent value, genuine conversations, and playing the long game.

If you are building an investor base or thinking about how to grow beyond your immediate network, this episode is worth your time.

In this episode of Groundbreakers, we’re joined by Jake Gallagher, Founder and CEO of V2 Markets, a venture secondary platform helping accredited investors access late-stage private tech companies before they go public.

Jake breaks down how secondary transactions actually work, why IPO timelines have stretched from under 10 years to 14 to 15 years on average, and how that delay has created a rapidly growing liquidity market for founders, employees, and early investors. What used to be a niche corner of finance has evolved into a $200B+ annual market.

We also unpack the mechanics behind these deals. From due diligence challenges to pricing mismatches and company approval hurdles, Jake shares what really determines whether a secondary transaction closes.

Key Topics Discussed

• The difference between primary capital raises and secondary liquidity
• Why companies are staying private longer
• How discounts to prior valuations can create opportunity
• The three biggest blockers in venture secondary deals
• How layered SPV fees quietly erode investor returns
• Why V2 Markets only makes money if investors do

Why This Matters for GPs and Investors

Private markets are no longer reserved for institutions. But access alone is not enough. Structure, alignment, and discipline matter more than ever.

For capital raisers, this episode offers insight into how liquidity shapes cap tables and investor expectations. For accredited investors, it provides a clear lens into how to evaluate secondary opportunities, fee structures, and downside risk before chasing headline companies.

Guest Information

• Name: Jake Gallagher
• Company: V2 Markets
• Website: v2markets.com

Conclusion

Venture secondaries are reshaping how capital flows in private markets. As IPOs get delayed and private companies mature before going public, the secondary market is becoming a critical bridge between early ownership and eventual exit.

If you want to better understand how liquidity works behind the scenes in late-stage tech, this episode is a must-listen.

In this episode of Groundbreakers, we’re joined by RJ Fishman, Chief Strategy Officer at Artanis Capital, a firm operating at the intersection of real estate, government infrastructure, and housing resilience.

What started as a focus on manufactured and modular housing evolved into something much bigger. After the LA fires and Hurricane Helene, Artanis began building a privatized, asset-based alternative to FEMA’s traditional disaster housing model. Their goal? Turn emergency housing from a recurring expense into a scalable, redeployable real estate asset.

RJ breaks down how modular steel-frame construction, public-private partnerships, and a “Beyond FEMA” vision could reshape how America responds to disasters and tackles affordability.

Key Topics Discussed

• The difference between manufactured, modular, and stick-built housing
• Why FEMA’s current housing model creates long-term liabilities
• How redeployable steel-frame homes can reduce disaster housing costs
• The concept of “emergency communities” built in 120 days
• Industry-driven housing for nuclear, AI, and manufacturing projects
• Why public-private partnerships may define the next decade of real estate

Why This Matters for GPs and Investors

RJ challenges the traditional mindset around real estate as a static asset. Instead, he frames housing as infrastructure that can be built, redeployed, and integrated into larger economic and disaster recovery systems.

If you’re a sponsor thinking about modular construction, workforce housing, public-private deals, or simply how to position your firm in a changing regulatory and political landscape, this episode will expand how you think about opportunity.

Guest Information

• Name: RJ Fishman
• Company: Artanis Capital
• Website: artaniscap.com

Conclusion

This conversation goes far beyond one deal or one asset class. It is about rethinking housing as a long-term system problem and asking whether private operators can build faster, cheaper, and more sustainably than the legacy model.

If you care about the future of housing, infrastructure, or large-scale real estate innovation, this one is worth a listen.

In this episode of Groundbreakers, we’re joined by Greg Guido and DJ Van Keuren, Co Managing Members of Evergreen Property Partners, for a deep, operator level conversation on development, execution risk, and why modular housing has become the foundation of their strategy.

Greg and DJ break down why traditional multifamily development often fails after the raise, not in underwriting, and how Evergreen flipped the model by controlling construction, timelines, and costs through modular manufacturing. Instead of relying on cap rate compression or optimistic assumptions, they focus on building durable workforce housing with real margins of safety.

This episode is especially relevant for sponsors raising capital today and investors evaluating development risk in an uncertain market.

Key Points Discussed

• Why most development risk lives in execution, not the pro forma
• How Evergreen builds to a 10 cap instead of buying at a 5
• The real advantages and constraints of modular construction
• Why speed, control, and repeatability matter more than upside stories
• How owning the manufacturing process changes investor outcomes
• What LPs are prioritizing when evaluating ground up deals today

Guest Information

• Names: Greg Guido and DJ Van Keuren
• Titles: Co-Managing Members
• Company: Evergreen Property Partners
• LinkedIn: Greg Guido, DJ Van Keuren

Conclusion

Greg and DJ offer a rare inside look at what it takes to scale development responsibly. Their approach reframes modular housing from a niche concept into a powerful tool for risk management, capital efficiency, and long term value creation. Whether you are a GP building ground up deals or an investor assessing construction risk, this episode delivers practical insights you can apply immediately.

In this episode of Groundbreakers, we’re joined by Greg Talcott, Managing Director at Rastegar Capital, for a deep dive into development risk, execution, and why modular housing has become a core part of their strategy.

Greg breaks down how Rastegar thinks about development differently. Not as a speculative bet, but as an engineering problem. We talk through why traditional ground-up projects fail, where most GPs underestimate risk, and how modular construction can compress timelines, reduce cost overruns, and create more predictable outcomes for investors.

This conversation is especially relevant for sponsors raising capital in today’s environment, where LPs care less about flashy narratives and more about certainty, control, and clean execution.

Key Points Discussed

• Why most development deals break during execution, not underwriting
• How modular construction reduces labor, weather, and timeline risk
• The tradeoffs and real constraints of modular housing
• How shorter build cycles change capital efficiency and investor confidence
• What LPs actually want to hear when evaluating development deals today

Guest Information

• Name: Greg Talcott
• Title: Managing Director
• Company: Rastegar Capital
• LinkedIn: Greg Talcott

Conclusion

Greg’s perspective reframes modular housing from a niche concept into a practical risk management tool. If you are a GP navigating development in a volatile market or an investor evaluating construction risk, this episode offers a clear, grounded framework for thinking about execution and predictability.

In this episode of Groundbreakers, we’re joined by Chris Lawrence, CEO of OFL Group, a real estate development company reshaping urban environments through data-driven, human-centered design.

Chris is a registered architect turned developer who has spent over a decade revitalizing downtown districts through mixed-use, multifamily, retail, and hospitality projects. Rather than chasing speculative returns, his approach starts with deep market research, conservative underwriting, and designing places people actually want to live in.

Chris walks us through how he transitioned from architecture into development, why he spent a full year on data analysis before breaking ground on his first major project, and how that discipline helped him lease luxury units in markets with no direct comps.

Key Points Discussed

• From Architect to Developer: How Chris made the leap from designing buildings to leading nearly $200M in development projects.
• Data Over Gut Instinct: Why he believes confidence comes from research, not hype, and how data shaped every major decision early on.
• Design as a Financial Lever: How thoughtful design choices directly impact rents, lease-up speed, and long-term asset value.
• Pessimistic Underwriting Wins: Why conservative assumptions protect investors and create upside instead of disappointment.
• Working With Cities: How long-term trust with municipalities unlocked incentives and a landmark RFP opportunity.
• Raising Capital for Ground-Up Deals: What it really takes to earn investor trust when developing from scratch in today’s market.

Guest Information

• Name: Chris Lawrence
• Company: OFL Group
• Role: CEO
• Connect: LinkedIn

Conclusion

Chris’s story is a masterclass in patience, discipline, and building real estate that lasts. Whether you are a syndicator exploring development, raising capital for complex projects, or refining your underwriting philosophy, this episode offers practical insights you can apply immediately.

In this episode of Groundbreakers, we sit down with Jinil Patel, Founder of Rising Capital, to unpack one of the most aggressive real estate scaling stories we’ve featured on the show.

With just one single-family rental under his belt, Jinil took a leap most investors only talk about and acquired a 48-unit apartment complex as a solo GP. From there, he didn’t slow down. Within months, he closed a second deal, then locked up a 260-unit acquisition with over $3M of built-in equity.

Jinil shares what it really takes to raise seven figures from friends, family, and extended networks, why capital raising is a pure numbers game, and the hard lessons he learned doing his first deals without partners while balancing family, a newborn, and operating franchise businesses.

Key Points Discussed

• Making the Jump to Multifamily: Why Jinil stopped chasing single-family scale and committed fully to apartments, even before he felt ready.
• Raising $1.2M Without a Big Brand: How he spoke with 100–150 investors, had multiple conversations per person, and stayed motivated through rejection.
• Trial by Fire as a Solo GP: The stress, mistakes, and lessons from taking down a 48-unit deal alone and why he will never do that again.
• Speed Through Systems: What changed between his first deal that took nine months to close and his second that closed in 90 days.
• Conservative Underwriting Wins Trust: Why Jinil targets realistic returns, avoids overpromising, and prioritizes downside protection over flashy projections.
• Work Ethic Over Balance: His honest take on work-life balance, late-night investor calls, and what success really requires early on.

Guest Information

• Name: Jinil Patel
• Company: Rising Capital
• Role: Founder
• Connect: LinkedIn

Conclusion

Jinil’s journey is a real-world example of what happens when preparation meets relentless execution. If you’re a syndicator trying to raise your first million, debating whether to go bigger, or navigating the stress of early deals, this episode is packed with lessons you can apply immediately.

In this episode of Groundbreakers, we’re joined by Jake Heller, Co-Founder of AI for CRE Collective. Jake is a third-generation real estate operator who works at the intersection of development, underwriting, and applied artificial intelligence.

While most conversations around AI in commercial real estate focus on hype, Jake brings the discussion back to reality. This episode breaks down how top operators are actually using AI today to save time, improve decision making, and scale operations without rebuilding their entire tech stack.

Rather than chasing shiny tools, Jake explains why the biggest gains come from automating the unglamorous but essential workflows that every GP deals with.

Key Points Discussed

• AI vs Execution: Why most CRE professionals experiment with AI but never fully implement it.
• High ROI Use Cases: The specific workflows where AI delivers immediate value, including underwriting, deal screening, and admin work.
• Avoiding the Hype Trap: Why flashy agents and custom tools are rarely the best place to start.
• Operator First Mindset: How experienced GPs think about AI as leverage, not replacement.
• Getting Started Simply: Practical steps for sponsors who feel overwhelmed by the pace of AI innovation.

Guest Information

• Name: Jake Heller
• Title: Co-Founder
• Website: AI for CRE Collective
• LinkedIn: Jake Heller

Conclusion

Jake’s perspective cuts through the noise around AI in commercial real estate. The edge right now is not access to tools, it is execution. For any GP looking to reclaim time, improve consistency, and scale intelligently, this episode offers a grounded and actionable roadmap.

In this episode of Groundbreakers, we’re joined by Anthony Carlton, Founder and CEO of CRE Digital. Anthony works with real estate sponsors across multifamily, industrial, and commercial assets who are trying to raise capital beyond friends and family but keep running into the same problem. No one knows who they are.

Anthony shares how he went from finance and private equity into building a growth and branding firm focused exclusively on commercial real estate. Along the way, he saw a clear pattern. Strong operators with solid deals were losing attention and capital to sponsors who simply understood distribution better.

This conversation breaks down why brand and trust have become the true bottlenecks in modern capital raising, especially in a market where LPs have more options and more skepticism than ever.

Key Points Discussed

• When to Build a Brand: Why most GPs wait too long to start building visibility and trust.
• Brand vs Marketing: The difference between posting content and actually earning LP confidence.
• LinkedIn as a Trust Engine: Why LinkedIn has become the primary platform for long term investor relationships.
• Capital Is the Constraint: Why deals are no longer the limiting factor for most sponsors.
• Common Mistakes: The shortcuts sponsors take that quietly damage credibility.
• What Actually Converts LPs: How consistent, thoughtful content compounds trust over time.

Guest Information

• Name: Anthony Carlton
• Company: CRE Digital
• Website: credigital.co
• LinkedIn: Anthony Carlton

Conclusion

Anthony’s perspective reframes how sponsors should think about growth. In a crowded market, capital flows to operators LPs already trust. Brand is no longer optional. It is infrastructure. This episode is a must listen for any syndicator looking to scale capital raising in a durable way.

In this episode of Groundbreakers, we’re joined by Hayato Hori, Managing Partner of Red Brick Equity. Hayato’s journey into real estate began in college, where he bought his first rental property from his roommate. What started as a single $70K rental quickly turned into a deeper realization about scale, compounding, and the long term power of multifamily investing.

Before launching Red Brick Equity, Hayato built a high volume wholesaling business, sourcing and selling hundreds of off market single family and multifamily deals to both retail investors and large institutions. That experience gave him a rare inside look at how institutional capital underwrites deals, how markets behave when conditions change, and why transaction heavy businesses eventually hit a ceiling.

Today, Hayato focuses on acquiring older, no elevator multifamily buildings in Chicago and other Midwest markets where supply is constrained and affordability remains critical. His strategy prioritizes conservative underwriting, strong reserves, and predictable cash flow over chasing growth driven hype.

Key Points Discussed

• Starting in College: How Hayato’s first rental property shaped his conviction in real estate as a long term wealth vehicle.
• Inside Institutional Buying: What he learned selling deals to large funds and how that changed his investing philosophy.
• Why Multifamily Scales Better: The operational and financial advantages of multifamily versus single family portfolios.
• Market Selection Matters: Why oversupply has hurt parts of the Sunbelt and why Chicago remains resilient.
• From Churn to Compounding: The moment Hayato realized wholesaling generated income but not durable wealth.
• Conservative Underwriting: Why strong reserves and realistic assumptions matter more than aggressive projections.
• Raising Capital with Trust: How transparency and education help first time fund managers earn investor confidence.

Guest Information

• Name: Hayato Hori
• Title: Managing Partner
• Company: Red Brick Equity
• Website: redbrickequity.com

Conclusion

Hayato’s story highlights the power of disciplined investing in overlooked markets. By focusing on fundamentals instead of hype, he is building a multifamily platform designed for durability, affordability, and long term compounding. This episode offers practical insight for syndicators raising capital and thinking critically about where to deploy it next.

In this episode of Groundbreakers, we sit down with Nolan Ausan, cofounder of Rovo Industries Group. Nolan blends three worlds that rarely overlap — construction, manufacturing automation, and tech — to build a modular housing system designed to cut construction timelines in half and make development more efficient for builders across the country.

Nolan shares how he grew up as a third generation carpenter, spent a decade scaling tech companies, and eventually returned to real estate with a simple realization. If we can build cars in a factory with speed, precision and automation, why are buildings still made outdoors, one piece at a time?

Rovo is building a first-of-its-kind facility in Colorado that uses robotics, a digital design engine, AI driven permitting tools, and a flexible modular system that adapts to each developer’s project. Their goal is to streamline everything from feasibility to fabrication to onsite installation, while shipping components nationwide by rail.

Key Points Discussed

• A Multi-Industry Background: How Nolan’s experience in carpentry, aerospace manufacturing and IT shaped the foundation of Rovo.
• Why Modular Has Struggled: The bottlenecks that caused past modular companies to fail — and how Rovo designed around them.
• A Flexible Building System: Why Rovo offers panelized walls, pods, or full modular units depending on each project’s location, scale and logistics.
• AI in Development: How their platform uses AI to interpret local codebooks, flag restrictions and coordinate inspections.
• Massive Time Savings: Why developers can save six to twelve months on build to rent projects by shifting work offsite.
• Shipping Nationwide: The role of rail access in distributing modular housing at scale.
• The Founder Journey: Nolan’s reflections on perseverance, loneliness and staying solution oriented while building a company from the ground up.

Guest Information

• Name: Nolan Ausan
• Company: Rovo Industries Group
• LinkedIn: Nolan Ausan

Conclusion

Nolan’s story is a look into the future of development. His work shows how modular construction, robotics and AI can create faster, cleaner and more affordable housing at scale. If you want to understand the next wave of innovation in real estate, this episode is worth the listen.

In this episode of Groundbreakers, we sit down with Emanuel Stafilidis, founder of Capable Capital, who has quietly built a 200 property portfolio by doing something most investors never even consider. Instead of chasing value add rentals or the Burr method, Emanuel buys low priced homes in landlord friendly markets, then resells them through long term seller financing to working families who cannot get traditional loans. His model creates steady income for investors while helping families become homeowners.  

Emanuel breaks down the mechanics behind his strategy. He explains how buying homes for about 50K cash and selling them for roughly three times that number is possible when you structure payments around local rent levels. He also shares why banks refuse to lend under 100K, how that gap creates massive demand, and why his default rate mirrors Fannie Mae and Freddie Mac.  

Key Points Discussed

• The origins of Emanuel’s strategy and how his family’s real estate roots in Australia shaped his approach
• How seller financing creates 12 to 14 percent returns for investors while giving buyers a path to ownership
• Why homes under 100K are one of the most overlooked asset classes in real estate
• The math behind forcing 3x appreciation without doing renovations
• How Emanuel finds multiple buyers for every home by building deep local demand
• The real risks of the model, including defaults, evictions, and state by state regulations
• Why Emanuel believes partnering and staying open minded are essential for new investors

Guest Information

• Name: Emanuel Stafilidis
• Company: Capable Capital
• Website: CapableCapital.net
• LinkedIn: Emanuel Stafilidis

Conclusion

Emanuel’s story shows what happens when you stop following the crowd and build a strategy around gaps the market ignores. If you want to understand creative finance at scale and how real estate investing can also expand access to homeownership, this conversation is a must listen.

In this episode of Groundbreakers, we’re joined by Jarom and Justin Pratt, the father-son duo behind EagleCap Legacy Wealth Partners. Their story starts in high school, where Jarom was flipping houses before he could vote—backed by his dad as the first investor. What began as a side hustle turned into a full-time partnership focused on multifamily real estate, legacy building, and investor trust.

They open up about the lessons they learned from early flips, the challenges of managing construction-heavy value-add deals, and how their complementary skill sets—Jarom in acquisitions and operations, Justin in capital raising—give them an edge.

Key Points Discussed

• Starting Young: Jarom’s real estate journey began at 16, flipping distressed homes while learning construction hands-on.
• Trust and Teamwork: Justin shares how he decided to back his son financially and emotionally, leading to a powerful business partnership.
• The First Syndication: Their first deal was a distressed 17-unit property. They break down how they raised capital, structured the deal, and got it over the finish line.
• Why They’re Betting on Legacy: EagleCap isn’t just about returns. It’s about building generational wealth and helping other families do the same.

Guest Information

• Names: Jarom Pratt & Justin Pratt
• Company: EagleCap Legacy Wealth Partners
• Website
• LinkedIn: Jarom Pratt, Justin Pratt

Conclusion

Jarom and Justin’s story is a testament to what’s possible when trust, grit, and long-term vision align. Whether you’re just getting started or looking to bring family into the business, their journey offers inspiration and tactical insight for every syndicator.

Let me know if you want a shortened version for Apple Podcasts or Instagram blurbs.

In this episode of Groundbreakers, Shannon Robnett, founder of Shannon Robnett Industries, shares how he went from building police stations and firehouses to managing over $150 million in real estate assets across multifamily and industrial deals.

With over 30 years in commercial construction and development, Shannon breaks down his transition from being fully funded by a single family office to raising $75 million from everyday investors, wealth advisors, and RIAs.

He also explains why industrial triple net leases are the most overlooked long-term wealth strategy, and how communication—not projections—drives investor trust and repeat capital.

Key Points Discussed

• From Builder to Syndicator: Shannon started in the trades, building everything from schools to medical offices. When a family office stopped funding his deals, he had to learn how to syndicate capital fast—or lose it all.
• Lessons from the First $1.4M Raise: Even with decades of experience, raising retail capital required a mindset shift. Shannon explains how long it took, the missteps he made, and how he finally broke through.
• The Power of Triple Net Industrial: Shannon’s family retired off industrial cash flow. He breaks down why NNN leases are so resilient, why Class A tenants matter, and why industrial tenants don’t move for a $400 rent delta.
• Why Smaller is Harder: It takes the same steps to buy a single-family home as a 100-unit apartment complex. Shannon urges new investors to aim bigger and partner up to scale faster.
• How to Win with LPs: Shannon shares why overcommunication matters, why he publishes multiple newsletters each month, and how real trust is built in between deals.

Guest Information

• Name: Shannon Robnett
• Role: Founder of Shannon Robnett Industries
• Website
• LinkedIn

Conclusion

Shannon Robnett’s journey shows what happens when a second-generation developer combines boots-on-the-ground experience with long-term vision and tax-savvy syndication strategy. His story is a masterclass in resilience, relationship building, and real estate at scale.

In this episode of Groundbreakers, Thomas St. John, founder of North Corp Capital and a full-time firefighter, shares how he built a 300-unit multifamily portfolio from the ground up while serving his community. Starting with single-family rentals in 2006, Thomas’s journey is a testament to grit, discipline, and learning through experience.

He opens up about the creative financing methods that helped him buy properties during the 2008 crash, the hard lessons from losing six figures in a bad deal, and how those challenges shaped his mission to protect investors and build a platform rooted in transparency and trust.

Key Points Discussed

• From Firefighter to Founder: Thomas shares how his entrepreneurial drive led him from shift work at the firehouse to managing a multimillion-dollar real estate portfolio—and why it took nine years to buy his first multifamily property.
• Creative Financing in the 2008 Crash: When banks stopped lending, Thomas got creative—using credit cards, hard money, and even crowdfunding platforms like Lending Club to keep growing his portfolio through the downturn.
• Lessons from a Six-Figure Loss: After losing a major investment with an underperforming GP, Thomas launched North Corp Capital to raise capital responsibly and vet sponsors with the same diligence he brings to his own deals.
• Due Diligence and Discipline: Thomas breaks down his process for evaluating deals, from stress-testing pro formas to flying out and walking every property in person. His rule of thumb: “I have to be okay selling it tomorrow—or holding it forever.”
• Building a Fund of Funds: Through North Corp Capital, Thomas helps everyday investors access top-tier multifamily deals with lower minimums via SPV structures, allowing them to benefit from institutional-quality opportunities.

Guest Information

• Name: Thomas St. John
• Role: Founder at Northcorp Capital
• Website: North Corp Capital
• LinkedIn: Thomas St. John

Conclusion

Thomas St. John’s story is proof that persistence and integrity pay off. From working 24-hour shifts as a firefighter to building a respected real estate investment firm, he’s shown that consistency and strong values can outlast any market cycle.

Connect with Thomas on LinkedIn to learn more about his work at Northcorp Capital and how he’s helping investors participate in vetted, high-quality multifamily opportunities.

In this episode of Groundbreakers, Jonah Platovsky, founder of The Coliving Concierge, shares how he’s helping real estate investors unlock 15 to 30 percent cash-on-cash returns by converting traditional properties into co living spaces. Jonah walks us through his journey from Wall Street and crypto to real estate, and explains why he believes co living is the most underpriced and underutilized asset class in today’s market.

With over 100 successful placements and 50-plus investors helped, Jonah breaks down the economics, operations, and emerging trends in the co living space—offering insights for both first-time and seasoned investors.

Key Points Discussed

• From Wall Street to Real Estate: Jonah started in M&A and tech before discovering creative financing and alternative real estate strategies like subject-to and seller financing.
• Why Co Living Works: Jonah explains how co living offers both affordability for tenants and unmatched yield for investors, outperforming long-term rentals and even short-term rentals in many cases.
• Building the Investor Hub: To help meet investor demand, Jonah created a marketplace of vetted co living deals, making it easier to find, underwrite, and close high-yield opportunities across the country.
• Market Trends and Alpha: Jonah shares his thoughts on the top markets for co living—like Atlanta, Kansas City, and Gainesville—and explains how early movers can take advantage of regulatory shifts and untapped demand.
• Passive Opportunities: For investors who don’t want to be hands-on, Jonah also outlines how The Coliving Concierge is structuring passive investments with equity upside and double-digit returns.

Guest Information

• Name: Jonah Platovsky
• Role: Founder at The Coliving Concierge
• LinkedIn: Jonah Platovsky
• Website: thecolivingconcierge.com

Conclusion

Jonah Platovsky is on a mission to make co living a mainstream asset class for real estate investors. With the housing crisis worsening and yields compressing elsewhere, co living offers a unique blend of impact and return. Whether you’re looking to go active or passive, Jonah’s story shows there’s still blue ocean ahead.

In this episode of Groundbreakers, Danny Flores, Principal at Prime Capital Investments and host of the Orange County Power Players podcast, shares how he built an 18-deal track record across multiple market cycles. From his early days in construction to becoming a banker and eventually a multifamily operator, Danny’s journey shows how discipline, systems, and long-term focus can turn small beginnings into a scalable real estate business.

Danny breaks down the fundamentals of operating in growth markets like Arizona, how to build broker and management relationships out of state, and why most investors underestimate the importance of operations and debt structure in today’s market.

Key Points Discussed

• From Construction to Capital Raising: Danny started his career as a general contractor before transitioning into finance and real estate. His background in both industries gave him an edge in analyzing deals, managing renovations, and understanding risk.
• Breaking Into Out-of-State Markets: Danny shares his playbook for building new relationships in unfamiliar markets—from researching population and business growth to calling brokers weekly and flying out for in-person meetings until credibility is earned.
• Scaling Through Systems: With 18 full-cycle deals completed, Danny explains how he built workflows that allow him to review every property’s financials twice a week and make real-time operational adjustments.
• The Arizona Advantage: Danny outlines why he’s bullish on Arizona despite recent oversupply headlines—strong job growth, infrastructure investment, and incoming business relocations are setting the stage for long-term rent growth.
• Lessons From Tough Deals: From managing problem tenants to navigating California’s rent control laws, Danny discusses early mistakes that shaped how he underwrites, structures loans, and approaches risk management today.

Guest Information

• Name: Danny Flores
• Role: Principal at Prime Capital Investments
• Podcast: Orange County Power Players
• LinkedIn: Danny Flores
• Website: Prime Capital Investments

Conclusion

Danny Flores’ story is a masterclass in resilience and operational discipline. His transition from construction to multifamily syndication shows that experience, patience, and process are what separate great operators from good ones. For anyone looking to invest out of state, build lasting broker relationships, or understand what it takes to go full cycle on deals, this episode is packed with actionable insights.

Connect with Danny on LinkedIn to learn more about Prime Capital Investments and his work in the Arizona multifamily market.

In this episode of Groundbreakers, Charles Rossano, Co-Founder and CEO of Cohaven Capital, shares how he’s scaling a high-performing co-living model that delivers both impact and returns. With a background in building and exiting multiple companies, Charles brings an operational mindset to real estate—turning outdated single-family homes into high-density co-living spaces with 90%+ occupancy and 30–40% total returns.

He breaks down how Cohaven is using AI, systems, and disciplined execution to solve one of America’s biggest problems: affordable housing for working professionals.

Key Points Discussed

• The Co-Living Model Explained: Charles outlines how converting a three-bedroom home into eight or more private rooms can double or triple rental income while providing high-quality, affordable housing for tenants.
• Operational Excellence as a Moat: Drawing from his experience scaling companies, Charles shares how Cohaven built standard operating procedures, local field teams, and an AI-driven system (“Maximus”) to manage maintenance, tenant screening, and leasing.
• Scaling Beyond the 5-Property Ceiling: Many co-living operators stall after a few homes. Charles explains how his team overcame the operational bottlenecks that prevent most from growing.
• Social Impact with Strong Returns: Cohaven focuses on renters earning $15–$35 an hour—offering community-driven, cost-effective housing that’s half the price of comparable studios while still achieving 15–20% cash-on-cash returns.
• The Future of Co-Living: Charles discusses his goal to scale to 700+ units per year through single-family conversions, small multifamily projects, and new ground-up developments in partnership with municipalities and nonprofits.

Guest Information

• Name: Charles Rossano
• Role: Co-Founder & CEO, Cohaven Capital
• LinkedIn: Charles Rossano
• Website: Cohaven Capital

Conclusion

Charles Rossano’s story is a masterclass in how disciplined operations, technology, and purpose-driven investing can reshape housing in America. His approach to co-living proves that real estate can be both profitable and deeply impactful—creating homes that generate community, stability, and long-term value for investors and residents alike.

Connect with Charles on LinkedIn to learn more about Cohaven Capital’s co-living model and their mission to redefine affordable housing.

In this episode of Groundbreakers, Vibha Salgamay, founder of Relik Capital Group, shares her journey from product design to building a real estate investment firm focused on senior living communities. Vibha dives into how she transitioned into syndication, why she’s passionate about solving America’s growing senior housing shortage, and how first-time operators can successfully raise capital and scale.

Key Points Discussed

• From Product Design to Real Estate: Vibha’s background in product design taught her how to think from the end user’s perspective — a skill that now informs how she approaches building senior living projects that balance functionality, aesthetics, and dignity.
• Senior Living as a Social Impact Investment: Vibha shares why she’s focused on senior housing as both a high-demand asset class and a way to create meaningful impact. She breaks down the demographic tailwinds behind the sector and why she believes it’s one of the most overlooked opportunities in real estate today.
• Raising Capital as a First-Time Syndicator: Vibha talks candidly about her early challenges with capital raising, how she built trust with investors without an existing track record, and the lessons she learned about communicating value to LPs.
• Design Thinking in Real Estate: She explains how principles from her design career influence how she approaches real estate development — from layout and flow to how spaces can enhance quality of life for residents.
• Long-Term Vision for Relik Capital: Vibha outlines her vision for scaling Relik Capital into a platform that builds modern, thoughtful senior living communities across the country — creating both strong returns and lasting social value.

Guest Information

• Name: Vibha Salgamay
• Role: Founder at Relik Capital Group
• LinkedIn: Vibha Salgamay
• Website: Relik Capital Group

Conclusion

Vibha Salgamay’s story is a powerful example of how skills from outside real estate can be leveraged to build a meaningful investing career. Her focus on senior living as both an investment opportunity and a mission-driven pursuit shows how syndicators can create impact while building wealth.

Connect with Vibha on LinkedIn to learn more about her work at Relik Capital Group and her approach to senior living investments.

In this episode of Groundbreakers, Jake Whitney, co-founder of Onarock Investments, shares his journey from the marketing tech world to building a purpose-driven real estate firm with a $100M vision. Jake discusses how his grandfather’s rental portfolio inspired him to take the leap from passive investing to full-time syndication, and how he and his team are scaling Onarock deal by deal.

Key Points Discussed

• From Passive Rentals to Full-Time Syndication: Jake’s path began with single-family rentals and small multifamily properties before moving into larger deals with his partners at Onarock Investments.
• Flipping to Syndicating: He explains lessons learned from flipping mobile home parks, sixplexes, and even an office space—plus how those early deals shaped his current underwriting standards.
• Scaling with Purpose: Jake shares the systems and criteria Onarock uses to target 12–14% IRRs and often exceed them with 24–30% exits, while keeping cash flow as a safety net.
• Legacy and Mission: Beyond returns, Jake talks about honoring his grandfather’s legacy of integrity and freedom through real estate and how that mission drives his approach to investors and deals.

Guest Information

• Name: Jake Whitney
• Role: Co-Founder at Onarock Investments
• LinkedIn: Jake Whitney
• Website: Onarock Investments

Conclusion

Jake Whitney’s story is an inspiring look at how to transition from a corporate career to purpose-driven syndication. His focus on discipline, investor trust, and building systems has helped Onarock grow from small flips to a platform with a $100M vision.

Connect with Jake on LinkedIn to learn more about his work at Onarock Investments and his approach to scaling syndications with integrity.

In this episode of Groundbreakers, Matthew Teifke, founder of TR3 Capital and Teifke Real Estate, shares how he built a $127M portfolio across multifamily, laundromats, RV parks, and more—while teaching others to underwrite, cold call, and close deals.

Matthew’s not your typical investor. He started real estate at 17, worked at a grocery store while closing deals, and built his brokerage from scratch. Today, he hosts a weekly Zoom class that brings together brokers, underwriters, and sponsors to break down live opportunities and source deals directly.

Key Points Discussed

• Turning Sweat into Equity: Matthew shares how his early grind—cold calling brokers, doing free labor, and bringing value to experienced partners—helped him break into multifamily without institutional backing.
• Building a Real Estate Community: He talks about how his free weekly underwriting and cold-calling Zoom class (every Thursday at 1pm CT) has become a grassroots pipeline for both deals and relationships.
• Why Brokers Are Still the Key: In a world full of AI deal sourcing and off-market platforms, Matthew explains why old-school broker relationships remain critical—and how most investors aren’t calling enough.
• Operating Across Asset Types: We dive into how his team structures funds, manages diverse asset classes, and handles investor relations while staying lean and scrappy.

Guest Information

• Name: Matthew Teifke
• Role: Founder of TR3 Capital and Teifke Real Estate
• LinkedIn: Matthew Teifke
• Website: tr3capital.com

Conclusion

Matthew Teifke’s journey is proof that consistent action, community, and boots-on-the-ground hustle still matter. Whether you’re cold calling, underwriting, or fundraising—this episode will give you real-world strategies to scale in today’s market.

In this episode of Groundbreakers, Katie Claxton, founder of Claxton Capital Group, shares how she transitioned from teaching middle school science to closing two multifamily deals in her first 90 days as a sponsor. Katie discusses how she and her team raised over $2.5 million as part of a women-led investment group, and how she balances raising two kids with raising capital.

Her story is a powerful example of grit, clarity, and taking action—even when the timing isn’t perfect.

Key Points Discussed

• From Teaching to Syndicating: Katie shares her journey from being a public school science teacher to building a real estate business focused on long-term wealth and community impact.
• Raising Capital While Raising Kids: Katie opens up about what it was like to close back-to-back deals as a new mom and how she stayed focused through sleepless nights and uncertain moments.
• Finding the Right Circle: Katie talks about the importance of joining a community of like-minded women, how she met her co-GPs, and what it was like being part of an all-female team raising $2.5M for multifamily.
• What She Looks For in Deals: Katie breaks down how she approaches risk, her focus on smaller metros in Texas and the Midwest, and why she’s betting on affordability-driven strategies in today’s market.

Guest Information

• Name: Katie Claxton
• Role: Founder at Claxton Capital Group
• LinkedIn: Katie Claxton
• Website: Claxton Capital Group

Conclusion

Katie Claxton’s story is a reminder that you don’t need a finance background—or perfect timing—to start building a real estate portfolio. With the right network, the right mindset, and a willingness to take action, it’s possible to create real momentum fast.

Connect with Katie on LinkedIn or visit her website to learn more about her deals and journey.

In this episode of Groundbreakers, Brennor Downs and Mitchell Rice, co-founders of Haven Capital, share how they’re building a mission-driven real estate fund focused on high-quality Section 8 housing. Starting with one 4-unit deal in Little Rock, they’ve now launched a 39-unit fund and manage a growing portfolio valued at over $5 million.

The duo breaks down why they believe Section 8 is one of the most overlooked asset classes in real estate—and how they’re blending impact, scale, and strong returns from the ground up.

Key Points Discussed

• Why Section 8 Housing Is Misunderstood: Brennor and Mitchell explain how negative stereotypes around Section 8 tenants and red tape have kept many investors away—and why they see it as a competitive edge.
• Their First Deal and Scaling Strategy: From converting a single-family home into a fourplex to structuring a 39-unit fund, they walk through the details of building Haven Capital step-by-step.
• Investor Communication and Transparency: Mitchell shares how they’ve differentiated themselves by being hyper-transparent with their investor base and offering detailed updates—even on the messy parts.
• Building a Mission-Driven Business: They talk about their long-term vision for improving the quality of affordable housing in overlooked markets like Arkansas, and how they’re balancing social impact with returns.

Guest Information

• Names: Brennor Downs & Mitchell Rice
• Role: Co-Founders at Haven Capital
• LinkedIn: Brennor Downs | Mitchell Rice

Conclusion

Brennor and Mitchell’s story is a playbook for real estate operators who want to do well by doing good. If you’ve ever considered investing in—or building—a fund focused on workforce or Section 8 housing, this is a must-listen.

Connect with Brennor and Mitchell on LinkedIn to follow their journey with Haven Capital and learn more about their work in affordable housing.

In this episode of Groundbreakers, Michael Mendoza, founder of APEX Real Estate Contracting, shares how he’s using Opportunity Zones and modular construction to rebuild fire-impacted communities and deliver smarter, faster housing. A former U.S. Marine and MBA graduate, Michael brings a mission-driven lens to development, blending public-private partnerships, sustainability, and investor returns.

Michael unpacks the strategy behind his 1,500-acre project in Colorado and walks through how APEX is tackling housing shortages by working with municipalities, leveraging government incentives, and embracing emerging technologies.

Key Points Discussed

• Community-First Development: Michael explains how APEX identifies projects with both impact and upside—starting with unmet housing needs and layering in government partnerships, incentives, and design.
• Opportunity Zones in Action: He shares his blueprint for structuring a real estate fund in designated Opportunity Zones and why he sees these as an underutilized tool for long-term wealth creation and community revitalization.
• Modular for Scale and Speed: Michael dives into the decision to go modular, breaking down how factory-built units reduce time, waste, and cost, while increasing speed to market.
• Navigating Public-Private Partnerships: From wildfires in California to workforce housing in Colorado, Michael shares real-world examples of working with cities to align incentives and secure development wins.
• Leadership, Grit, and Vision: A Marine Corps veteran, Michael reflects on how his background in logistics, leadership, and capital raising shapes the way he tackles massive, high-stakes development challenges.

Guest Information

• Name: Michael Mendoza
• Role: Founder at APEX Real Estate Contracting
• LinkedIn: Michael Mendoza
• Website: APEX Real Estate Contracting

Conclusion

Michael Mendoza’s story is a powerful reminder that real estate can be both profitable and purposeful. His ability to align municipal needs with investor goals—and deliver at speed through modular construction—offers a blueprint for the next generation of community-first development.

Connect with Michael on LinkedIn to learn more about his projects and how APEX is transforming Opportunity Zones into real opportunity.

In this episode of Groundbreakers, René Bello, founder of Atelier, shares how he’s combining AI, design, and wellness to reshape the short-term rental experience. Drawing from a background in boutique hospitality and $100M+ in real estate development, René is on a mission to create branded, owner-friendly short-term rental condos that merge luxury living with curated wellness.

He breaks down how Atelier’s platform empowers owners to both enjoy their properties and generate income—while leveraging automation, design, and hospitality standards to elevate the guest experience.

Key Points Discussed

• Building a Brand-First Hospitality Platform: René shares why he believes the future of short-term rentals lies in building lifestyle-driven brands that emphasize consistency, wellness, and personalization.
• Designing for Ownership and Income: Atelier’s model allows buyers to own short-term rental condos in luxury buildings and benefit from curated property management and a strong hospitality brand.
• AI in Hospitality: René discusses how they use artificial intelligence to streamline operations, respond to guest needs, and automate experiences without losing the human touch.
• Lessons from Boutique Development: From running wellness resorts to co-founding a developer group in NYC, René reflects on the challenges of ground-up development and why he’s now focused on tech-enabled, asset-light models.
• The Wellness Edge: He explains how biophilic design, scent branding, and community engagement drive guest satisfaction and differentiate Atelier in a crowded market.

Guest Information

• Name: René Bello
• Role: CEO at BLDG Ventures & Developing Atelier Residences Miami
• LinkedIn: René Bello
• Website: BLDG Ventures

Conclusion

René Bello’s story is a masterclass in blending creativity, hospitality, and business. Whether you’re a syndicator, developer, or aspiring entrepreneur, this episode offers valuable insight into how to think differently about real estate—and how to build a brand that people want to live in, not just rent.

Connect with René on LinkedIn to learn more about Atelier and their unique approach to short-term rental ownership.

In this episode of Groundbreakers, Steven Johnson, founder of JS Summit Global, shares how he walked away from landlord headaches to build a passive income empire through mortgage note investing. With a background in mobile home parks and single-family rentals, Steve explains why he pivoted to buying debt—and how the shift gave him more time, more control, and less stress.

Steven also talks about his mission to help beauty and wellness entrepreneurs build generational wealth through real estate, drawing on lessons from his own entrepreneurial journey in Miami.

Key Points Discussed

• Why He Left Traditional Rentals: After years of managing tenants, repairs, and property headaches, Steven turned to buying mortgage notes to earn passive income without being a landlord.
• How Note Investing Works: Steven breaks down what a mortgage note actually is, how to buy one, and why distressed debt can be a hidden gem for savvy investors.
• Helping Beauty Entrepreneurs Build Wealth: Through JS Summit Global, Steven teaches hair stylists, barbers, and other wellness professionals how to break out of the cash flow trap and become business owners and investors.
• Scaling Without Burnout: Steven shares how he’s building a business that funds his freedom and supports others—without overextending or chasing every opportunity.

Guest Information

• Name: Steven Johnson
• Role: Founder of JS Summit Global
• LinkedIn: Steven Johnson
• Website: jssummitglobal.com

Conclusion

Steve Johnson’s journey is a powerful reminder that wealth building doesn’t have to mean burnout. By shifting from ownership to control, Steve found a smarter path to financial freedom—and now he’s helping others do the same.

Tune in to learn how mortgage notes work, why they’re gaining traction, and how you can start leveraging debt as an asset.

In this episode of Groundbreakers, Troy Evans, founder of the Luxury Residence Vacation Portfolio (LRVP), shares how he’s building a luxury short-term rental fund that blends real estate, hospitality, and social impact. With a background in nonprofit leadership and corporate marketing, Troy breaks down how his experience shaped a unique approach to fund management—prioritizing investor experience, mission-aligned assets, and long-term trust.

Troy’s story highlights the value of transferable skills, creative structure, and purpose-driven investing in a competitive market.

Key Points Discussed

• From Nonprofits to Real Estate: Troy shares how his leadership roles at organizations like Teach For America and the Boys & Girls Clubs taught him to lead with trust, empathy, and a long-term mindset—principles he brings into real estate investing today.
• The LRVP Thesis: Troy walks through the strategy behind his fund structure, which focuses on luxury short-term rentals with a high-touch guest experience. He discusses how investor perks, property design, and regional demand trends factor into his acquisition criteria.
• Raising Capital with Integrity: Having raised millions across both nonprofit and real estate sectors, Troy emphasizes the importance of transparency and communication in building lasting investor relationships.
• Lessons from Hospitality and Branding: Troy explains how his background in hospitality and marketing informs everything from deal packaging to Airbnb operations, and why thoughtful brand positioning can be a competitive edge.

Guest Information

Name: Troy Evans

Role: Founder at LRVP (Luxury Residence Vacation Portfolio)

LinkedIn: Troy Evans

Website: LRVP Investment Fund

Conclusion

Troy Evans is redefining what it means to be a real estate operator by blending luxury design, mission-driven investing, and hospitality-level service. If you’re interested in building a lifestyle-forward real estate portfolio or raising capital through trust and storytelling, this episode is a must-listen.

Connect with Troy on LinkedIn or check out his fund at LRVPfund.com to learn more.

In this episode of Groundbreakers, Chad Freeman, founder of MHPinvestors and a full-time airline pilot, shares his remarkable journey from buying a $200 crash pad to building a 200-pad mobile home park portfolio. Chad opens up about how he and his wife started with small rentals and house hacks, and gradually scaled into mobile home parks to create generational wealth—without leaving their W2s behind.

Key Points Discussed

• From Side Hustle to Scale: Chad’s real estate journey started with buying a crash pad for fellow pilots and house hacking a duplex. Over time, he and his wife grew a real estate portfolio that now includes more than 200 mobile home pads.
• Mobile Home Parks as a Wealth Vehicle: Chad explains why he transitioned into affordable housing, the operational advantages of mobile home parks, and how he identifies value in secondary markets.
• Balancing Aviation and Real Estate: With a demanding career as a commercial pilot, Chad shares how he prioritizes family, carves out time to underwrite deals, and runs his business with efficiency.
• Raising Capital Through Authenticity: Chad breaks down how he built trust with investors, overcame imposter syndrome, and now helps other pilots and professionals grow their wealth through syndications.
• Lessons in Partnership and Process: From managing deals with his spouse to building systems to manage properties across multiple states, Chad shares the mindset shifts and tactical approaches that helped him scale.

Guest Information

• Name: Chad Freeman
• Role: Founder at MHPinvestors
• LinkedIn: Chad Freeman
• Website: MHPinvestors

Conclusion

Chad Freeman’s story is a blueprint for anyone balancing a demanding career while trying to build long-term wealth through real estate. His approach to niche investing, family partnership, and disciplined execution offers valuable lessons for both new and experienced operators.

Connect with Chad on LinkedIn or visit MHPinvestors to learn more about his deals and educational content for professionals looking to invest in affordable housing.

In this episode of Groundbreakers, John Casmon, founder of Casmon Capital Group, shares his journey from leading marketing campaigns at General Motors to building a $145M multifamily portfolio. John walks us through how he leveraged his corporate skill set, navigated early rejections, and built lasting investor relationships by focusing on education and trust.

Key Points Discussed

• From Marketing to Multifamily: John explains how working on multi-million-dollar ad campaigns for Fortune 500 companies helped him build the storytelling and relationship skills he’d later apply to raising capital and launching Casmon Capital Group.
• House Hacking to $145M AUM: John got his start by house hacking a duplex while working full-time. He shares how that first deal gave him the confidence and experience to go bigger—eventually scaling his portfolio through joint ventures and syndications.
• Investor Education as a Superpower: Rejection from early investor conversations didn’t stop John—instead, it inspired him to create a platform to help others. His thought leadership through podcasts, blogs, and speaking has become his biggest capital-raising asset.
• Partnerships and Positioning: John discusses the power of positioning and what it really takes to attract investors who trust you with their capital. He also shares insights into finding great operators and building partnerships that last.
• Lessons from the Journey: From learning the value of alignment with co-GPs to focusing on long-term credibility over short-term wins, John’s journey is packed with hard-won insights every aspiring syndicator needs to hear.

Guest Information

• Name: John Casmon
• Role: Founder at Casmon Capital Group
• LinkedIn: John Casmon
• Website: Casmon Capital Group

Conclusion

John Casmon’s story is a playbook for any aspiring investor looking to scale from side hustle to full-time real estate entrepreneur. His marketing background, resilience through early setbacks, and dedication to serving others have made him a trusted voice in multifamily investing.

Connect with John to learn more about his work at Casmon Capital Group and how he helps busy professionals passively invest in real estate.

In this episode of Groundbreakers, Radhika Rastogi, founder of Relik Capital Group, shares her inspiring journey from a career at a Fortune 20 company to building a $15M senior living real estate portfolio. Radhika opens up about how she balances her corporate job, motherhood, and scaling her syndication business — all while focusing on an overlooked but rewarding niche in senior living.

Her story is a testament to resilience, clarity of vision, and the power of focusing on the right partnerships and investor education.

Key Points Discussed

• From Fortune 20 to Senior Living: Radhika explains how she transitioned from consulting into real estate by starting with single-family rentals, then moving into multifamily, and eventually finding her niche in senior living.
• Balancing Career, Family, and Investing: Radhika shares her strategies for managing a demanding consulting career at a Fortune 20 company while raising young children and building Relik Capital Group.
• Why Senior Living: Radhika dives into why she chose senior living as her focus, explaining its growing demand, cash flow predictability, and positive impact on communities.
• Building Investor Trust: She talks about how she educates her investors, builds credibility, and creates long-term relationships through transparency and thoughtful communication.
• Lessons in Scaling: From vetting operators to structuring deals and avoiding common pitfalls, Radhika outlines the lessons she learned while growing her portfolio.

Guest Information

• Name: Radhika Rastogi
• Role: Founder at Relik Capital Group
• LinkedIn: Radhika Rastogi
• Website: Relik Capital Group

Conclusion

Radhika’s journey shows that it’s possible to build a meaningful and profitable real estate business without quitting your W2, by focusing on a clear niche, serving investors well, and staying consistent.

Connect with Radhika on LinkedIn to learn more about her work at Relik Capital Group and how she helps investors access opportunities in senior living real estate.

In this episode of Groundbreakers, Jeff Hayton, Co-Founder & CIO of Luxe Living Homes, shares his unconventional journey from fishing boats in Alaska to building net-zero, investor-friendly real estate communities. Jeff discusses how his early experiences in startups and grit-heavy jobs shaped his approach to real estate — and why prioritizing both people and energy efficiency is his competitive edge.

His perspective blends operational discipline with a commitment to creating value for investors and residents alike, offering lessons on partnerships, sustainability, and scaling thoughtfully.

Key Points Discussed

• From Fishing Boats to Foundations: Jeff’s journey began on the water, working in one of the toughest industries before pivoting into startups and, eventually, real estate development. He explains how those early lessons in perseverance and problem-solving still guide him today.
• Building Net-Zero Communities: Jeff breaks down why sustainability is more than a buzzword and how designing for energy efficiency not only benefits the environment but also improves investor returns and tenant retention.
• Balancing People and Profit: Jeff shares his philosophy on aligning investor goals with community needs, focusing on creating a product residents are proud to live in — while delivering strong returns.
• Partnerships That Scale: Jeff dives into how he chooses partners, what to watch for when aligning with investors, and how to ensure everyone stays focused on the mission as the business grows.

Guest Information

• Name: Jeff Hayton
• Role: Co-Founder & CIO at Luxe Living Homes
• LinkedIn: Jeff Hayton
• Website: Luxe Living Homes

Conclusion

Jeff Hayton’s story is a refreshing example of how grit, vision, and sustainability can coexist in real estate. His focus on building both investor confidence and resident satisfaction highlights a path for syndicators who want to differentiate themselves in a competitive market.

Connect with Jeff on LinkedIn to learn more about Luxe Living Homes and their mission to redefine what it means to build responsibly.

In this episode of Groundbreakers, Brock Mogenson, Managing Partner at Smart Asset Capital, shares his journey from house hacking his first duplex to managing a $50M industrial real estate fund. Brock discusses how he identified his niche in industrial and retail properties, built strong partnerships, and created a vertically integrated operation to scale efficiently. His experience highlights the importance of focus, trust, and systems in building a sustainable syndication business.

Key Points Discussed

• From House Hack to Fund Manager: Brock’s journey began with a duplex he house hacked while working full-time. That experience lit the fire for real estate and eventually led to launching Smart Asset Capital.
• Why Industrial and Retail: Brock explains why his firm chose to focus on industrial and retail assets instead of multifamily, and how staying niche gave them a competitive edge.
• Building a Strong Partnership: He shares how he met his business partners, how they divide responsibilities, and why complementary skill sets are critical for long-term success.
• Going Vertical: Brock describes the benefits of bringing property management and construction in-house, and how it improved both execution and investor confidence.
• Lessons from Scaling: From early missteps to current strategies, Brock reflects on what he would do differently and what advice he gives new syndicators entering the market.

Guest Information

• Name: Brock Mogenson
• Role: Co-Founder at Smart Asset Capital
• LinkedIn: Brock Mogenson
• Website: Smart Asset Capital

Conclusion

Brock Mogenson’s story is a powerful example of how focus, partnerships, and vertical integration can turn a small start into a multi-million-dollar operation. His disciplined approach to choosing a niche and building the right team provides actionable insights for anyone looking to grow in real estate.

Connect with Brock on LinkedIn to learn more about his work at Smart Asset Capital and his strategies for scaling efficiently.

In this episode of Groundbreakers, Georgy Marrero, founder of Equis Capital, shares his bold journey from earning $800k a year at Meta to building a $28M real estate portfolio. Georgy discusses how he walked away from a lucrative tech career to create a life of financial freedom and impact through multifamily syndications. His story highlights the power of courage, discipline, and strategic partnerships in scaling a real estate business.

Key Points Discussed

• From Tech to Real Estate: Georgy talks about his transition from a high-paying corporate job at Meta to full-time real estate investing, and why money alone didn’t feel fulfilling.
• Building Equis Capital: He shares how he founded Equis Capital, raised over $9M from investors, and grew to $28M AUM in just a few years through multifamily acquisitions and syndications.
• Overcoming Fear and Taking the Leap: Georgy discusses the mindset shift it took to leave a secure job, confront risk, and pursue entrepreneurship — and how he prepared himself financially and mentally.
• Lessons in Leadership and Partnerships: From aligning with the right partners to building trust with investors, Georgy outlines what’s worked (and what hasn’t) in scaling his business.

Guest Information

• Name: Georgy Marrero
• Role: Founder at Equis Capital
• LinkedIn: Georgy Marrero
• Website: Equis Capital

Conclusion

Georgy Marrero’s story is an inspiring example of how to trade comfort for purpose and create lasting wealth through real estate. His focus on integrity, education, and building genuine relationships has helped him create a business that empowers investors and communities alike.

Connect with Georgy on LinkedIn to learn more about his work at Equis Capital and his approach to real estate syndications.

In this episode of Groundbreakers, Lee Yoder, founder of Threefold Real Estate Investing, shares how he left his career as a physical therapist to build a real estate portfolio that now manages over $75 million in assets. Lee walks through the early steps of learning syndications, scaling his team, and how focusing on core markets in the Midwest helped him grow efficiently while keeping operations tight.

Key Points Discussed

• Leaving a Stable Career: Lee opens up about his decision to step away from physical therapy—first into a sales job, and then full-time into real estate—to create a business with more freedom and impact.
• Starting Small, Scaling Fast: Lee explains how he went from flipping single-family homes to leading multifamily syndications and raising capital for deals across Ohio, Kentucky, and Indiana.
• Building the Right Team: He breaks down his strategy for hiring—why his first hires weren’t from real estate, and how clear expectations and ownership helped them thrive.
• Lessons from $75M AUM: Lee shares the operational lessons he’s learned from managing 600+ units, including deal sourcing, how he evaluates markets, and his thoughts on investor communication.

Guest Information

• Name: Lee Yoder
• Role: Founder & CEO of Threefold Real Estate Investing
• LinkedIn: Lee Yoder
• Website: Threefold Real Estate Investing

Conclusion

Lee’s story is a blueprint for operators looking to transition from W2 careers into multifamily. His methodical approach, strong Midwest focus, and dedication to team building have enabled him to grow quickly—while keeping values and investor trust front and center.

In this episode of Groundbreakers, Ben Bowerman, VP of Capital Markets at HPP Equity, shares how he scaled from managing 450+ single-family rentals to overseeing a diversified real estate portfolio with over $150M in assets under management. Ben breaks down the strategy behind HPP’s transition into student housing, multifamily, and build-to-rent—and why he believes in holding assets for the long term.

He also shares lessons learned from property management, the power of in-house operations, and how his team built a vertically integrated platform that aligns investor goals with long-term generational wealth.

Key Points Discussed

• From Property Manager to Portfolio Builder: Ben started his real estate career in the trenches—managing hundreds of SFRs. He talks about how that experience shaped his perspective on operations and scale.
• Scaling into Student Housing: HPP Equity’s entry into student housing wasn’t accidental—it was strategic. Ben explains why the team leaned into this asset class, and how they’ve generated strong returns with disciplined underwriting.
• Lessons in Vertical Integration: HPP manages construction and property management in-house. Ben shares the benefits and challenges of controlling the full lifecycle of an asset, from acquisition to renovation and lease-up.
• Investor Education & Communication: Ben emphasizes the importance of transparent investor updates and setting realistic expectations in today’s economic climate. He also shares how his team educates investors who are new to commercial real estate.

Guest Information

• Name: Ben Bowerman
• Role: VP of Capital Markets at HPP Equity
• LinkedIn: Ben Bowerman
• Website: HPP Equity

Conclusion

Ben Bowerman’s story is a masterclass in scaling real estate the right way—slow, steady, and intentional. From property management to private equity, his journey proves that with the right operational backbone, it’s possible to go far without overextending. His long-term mindset, focus on value creation, and investor-first approach make this a must-listen for anyone thinking about scaling beyond their first few deals.

Connect with Ben on LinkedIn to learn more about HPP Equity and their investment thesis.

In this episode of Groundbreakers, Sean Graham, founder of Maven Cost Segregation, breaks down the most overlooked wealth-building tool in real estate: cost seg. After getting laid off in 2020, Sean transitioned into real estate full-time—starting with his own deals before launching a firm that now saves investors millions in taxes every year.

He shares how one property generated $400K in tax savings, why ROI should be measured in depreciation, and what most syndicators miss when it comes to maximizing after-tax returns.

Key Points Discussed

• From W2 to Wealth Builder: Sean’s corporate job disappeared during COVID. Rather than wait for the next one, he leaned into real estate—launching Maven to help others unlock the tax strategies he used himself.
• How Cost Seg Works (for Real): Sean demystifies cost segregation in plain English, from front-loaded depreciation to partial asset dispositions—and why even smaller sponsors can benefit.
• The $400K Case Study: One property. $400K in paper losses. Sean walks through the math behind a real example and what that meant for investor cash flow and yield.
• What Syndicators Get Wrong: Sean shares the biggest mistakes operators make when structuring their deals for tax efficiency—and how to fix them without needing a CPA.
• ROI Beyond the Deal: Why the best operators treat cost seg like a multiplier, not an afterthought—and how to use it to attract high-net-worth LPs.

Guest Information

• Name: Sean Graham
• Role: Founder at Maven Cost Segregation
• LinkedIn: Sean Graham
• Website: Maven Cost Segregation

Conclusion

Sean Graham’s episode is a must-listen for any syndicator who wants to boost IRR after the deal closes. If you’ve ever wondered whether cost seg is worth it, this episode makes the case—backed by real numbers, real savings, and a blueprint for real results.

In this episode of Groundbreakers, Andrea Foley, Director at Generational Wealth Capital, shares how she went from flipping homes in Kansas City to launching a real estate fund focused on hotel-to-multifamily conversions. Along the way, she’s tackled everything from diaper cleaning to owning car wash franchises—proving that building generational wealth takes hustle, grit, and the ability to pivot fast.

Andrea breaks down her unique path, including the creative ways she sourced early deals, how she scaled into larger commercial assets, and why she’s bullish on hospitality conversions. She also opens up about the emotional side of entrepreneurship—juggling family, faith, and financial goals in a volatile market.

Key Points Discussed

• The Flip That Started It All: Andrea’s real estate journey began with flipping residential homes—but she quickly realized the wealth was in holding, not selling. That mindset shift led to multifamily.
• Car Wash Franchises & Cash Flow: Before going all-in on real estate, Andrea and her husband bought into a car wash franchise. She shares what worked (and what didn’t) about getting into small business ownership to generate income.
• Hotel Conversions as an Opportunity: Andrea discusses her team’s thesis on converting hotels into multifamily, the operational complexities, and why she believes this is one of the most underpriced strategies in today’s market.
• Raising Capital Authentically: She opens up about building trust with passive investors, including the playbook she used to move from personal capital to raising funds from her broader network.

Guest Information

• Name: Andrea Foley
• Role: Director at Generational Wealth Capital
• LinkedIn: Andrea Foley
• Website: Generational Wealth Capital

Conclusion

Andrea Foley’s story is proof that you don’t need a traditional background to succeed in real estate. With persistence, creativity, and a clear mission, she’s building a portfolio that reflects her values—and helping others do the same.

Connect with Andrea on LinkedIn to learn more about her fund, her hotel conversion projects, and her journey from flips to franchises to multifamily.

In this episode of Groundbreakers, Joey Schneider—CEO of Trinity Peak Partners and Head of Investor Relations at Ironton Capital—shares his unconventional path from medical sales to real estate investing. After climbing the corporate ladder and managing a large sales team, Joey realized he wanted more than a high-paying job—he wanted freedom.

That shift led him to real estate, where he started with flips and BRRRRs before building a multifamily portfolio and helping other investors do the same. Now, Joey educates high-income professionals on how to unlock passive income and reclaim their time.

Key Points Discussed

• Walking Away from W2: Joey opens up about his decision to leave a successful medical sales career despite the financial stability, title, and team. He shares the mental hurdles and mindset shifts it took to walk away from “golden handcuffs.”
• Building His First Portfolio: Joey breaks down how he built 28+ units through BRRRR strategies, flips, and buy-and-hold properties while still working full-time. He discusses key markets, deal analysis, and lessons from early mistakes.
• Investor Education: At Ironton Capital, Joey now helps passive investors—from tech execs to business owners—understand how to vet deals, operators, and align investments with their long-term goals.
• From Transactional to Relational: Joey emphasizes why relationships matter more than spreadsheets when it comes to real estate investing—and how trust-building plays a central role in both active and passive investing.

Guest Information

• Name: Joey Schneider
• Role: CEO of Trinity Peak Partners & Head of Investor Relations at Ironton Capital
• LinkedIn: Joey Schneider
• Website: Trinity Peak Partners & Ironton Capital

Conclusion

Joey Schneider’s journey is a powerful example of how to trade prestige for purpose. His transition from medical sales to real estate showcases the value of long-term thinking, calculated risk, and focusing on what truly matters—freedom, impact, and ownership.

Connect with Joey on LinkedIn to learn more about his work with Trinity Peak Partners and Ironton Capital.

In this episode of Groundbreakers, Jaideep Balekar, Principal at Prosper Capital, shares how he scaled from a full-time role at Deloitte to building a 550+ unit portfolio, and why he chose to vertically integrate along the way.

Jaideep walks through the early days of his investing journey, including what drew him to value-add multifamily, how he found his first deals, and the lessons he learned transitioning from LP to GP. He also unpacks the systems he’s built to manage operations in-house and the red flags he looks for when co-sponsoring deals.

His story is a masterclass in building a business the right way slow, steady, and with a long-term mindset.

Key Points Discussed

• Why Vertically Integrate: Jaideep explains how in-house property management gave him tighter control over expenses, better NOI, and improved resident experience.
• From LP to GP: Jaideep shares how investing passively helped him learn the ropes, but also exposed the risks many LPs overlook including operator misalignment and lack of transparency.
• Choosing the Right Markets: His investment thesis focuses on landlord-friendly states, strong job growth, and low-cost basis relative to new construction.
• Surviving Interest Rate Shocks: Jaideep dives into how his team has adjusted to debt market volatility and what he’s seeing from lenders and LPs in 2025.
• Advice for First-Time Sponsors: From building trust with investors to knowing when to outsource, Jaideep offers hard-won advice for syndicators looking to scale sustainably.

Guest Information

• Name: Jaideep Balekar
• Role: Principal at Prosper Capital
• LinkedIn: Jaideep Balekar
• Website: Prosper Capital

Conclusion

Jaideep Balekar’s journey is proof that building a durable real estate business doesn’t require shortcuts—it takes systems, long-term thinking, and a commitment to doing things the right way. His approach to vertical integration and investor alignment sets a blueprint for syndicators who want to build lasting trust and sustainable growth.

Connect with Jaideep on LinkedIn to learn more about his work at Prosper Capital and how he’s helping investors achieve strong returns through multifamily real estate.

In this episode of Groundbreakers, Ian Noble, founding partner at RunSteady Investments, shares his journey from building a 15-location dry cleaning business to walking away from it entirely. After spending years managing 90 employees and growing a successful company, Ian realized the business was running him, not the other way around. Burned out and missing time with his family, he made the hard decision to sell and transition into real estate investing.

Now, Ian helps other business owners achieve financial freedom through passive investing in recession-resilient assets like mobile home parks. His story is a powerful reminder that time freedom, not just financial success, is the real endgame.

Key Points Discussed

• Escaping the Business That Owned Him: Ian opens up about how the grind of operating a multi-location business wore him down, and what finally pushed him to sell.
• Mobile Home Parks for Cash Flow and Resilience: He explains why his investment thesis now centers around mobile home parks, which offer stable income, sticky tenants, and low operating costs.
• The Operator is the Deal: Ian shares his criteria for vetting sponsors and why execution risk is the biggest factor he considers when investing in other people’s deals.
• Helping Other Entrepreneurs Go Passive: Through RunSteady, Ian partners with proven operators and structures fund-of-fund vehicles so busy professionals and business owners can get access to institutional-quality deals without having to manage them directly.

Guest Information

• Name: Ian Noble
• Role: Founding Partner at RunSteady Investments
• LinkedIn: Ian Noble
• Website: RunSteady Investments

Conclusion

Ian Noble’s story is one of intentional reinvention—leaving behind operational stress in favor of freedom, purpose, and aligned investing. Whether you’re a business owner, syndicator, or LP, this episode offers valuable insight into building a life that works for you—not just a business that looks good on paper.

Connect with Ian on LinkedIn or visit RunSteady Investments to learn more about his work and upcoming opportunities.

In this episode of Groundbreakers, Douglas Escobar, CEO of ESCFreedom Investments, shares how repeated corporate layoffs pushed him to take control of his financial future through real estate. After a long career in insurance and mortgage underwriting, Doug began investing in single-family rentals, exited before the 2008 crash, and later transitioned into multifamily. Today, he is invested in over 2,000 units and focuses on helping busy professionals generate passive income through a fund-to-fund model.

Doug’s story is about building security when the job market couldn’t provide it and helping others do the same.

Key Points Discussed

• Preparing for the Leap: Doug explains how he built a two-year financial runway before leaving his six-figure job and why that safety net was critical to making thoughtful business decisions without pressure.
• Lessons from the Subprime Crisis: Doug shares what it was like underwriting subprime loans before the 2008 crash, what red flags he saw early, and why he exited his single-family portfolio just in time.
• Why Operator Due Diligence Matters Most: The most important variable in any deal, Doug argues, is not the returns on paper—it is the operator. He shares what traits he looks for and how he evaluates their ability to manage downside.
• Fund-to-Fund as a Strategy: Doug breaks down how ESCFreedom Investing uses a fund-to-fund model to give professionals access to larger deals without having to manage the details or take on additional risk.
• Helping Professionals Become Work-Optional: Doug’s mission is to help others achieve freedom from the uncertainty of corporate life. He believes passive income is not just about replacing a salary—it is about reclaiming time and control.

Guest Information

• Name: Douglas Escobar
• Role: CEO of ESCFreedom Investing
• LinkedIn: Douglas Escobar
• Website: ESCFreedom Investments

Conclusion

Douglas Escobar’s journey is a case study in resilience, foresight, and purpose-driven investing. His experience offers valuable insights for anyone looking to reduce dependence on a paycheck and build a future defined by choice and flexibility.

Connect with Doug on LinkedIn or visit ESCFreedom Investing to learn more about his mission and upcoming opportunities.

In this episode of Groundbreakers, Cody Wiseman, founder of Wiseman Capital, shares his journey from earning $300K a year in tech sales to going all-in on real estate investing. After building a two-year financial runway, Cody left his W2 job to focus on multifamily, hotel-to-apartment conversions, and creating one of the largest multifamily meetups in the Midwest. His story is a blueprint for anyone looking to make the transition into full-time investing while minimizing risk and maximizing impact.

Cody’s approach is a masterclass in preparation, execution, and community building.

Key Points Discussed

• Building the Runway Before the Leap: Cody shares why he spent two years saving, investing, and preparing mentally and financially before stepping away from his W2 job and how that preparation helped him scale confidently.
• Scaling from a Triplex to Hotel Conversions: Cody breaks down his growth from a small triplex purchase to converting hotels into apartments, including the biggest surprises and challenges in making these projects work.
• The Critical Importance of Location: When evaluating hotel conversion deals, Cody shares why location matters more than price, and how buying in the wrong neighborhood can kill even the best numbers on paper.
• Building the Midwest’s Largest Multifamily Meetup: Cody reveals how hosting a local meetup helped him rapidly expand his network, source deals, and establish brand credibility in the Wisconsin real estate ecosystem.
• Why Hands-On Operators Win: Cody talks about getting deep into operations, from city zoning meetings to CapEx planning, and why true involvement separates average sponsors from great ones.

Guest Information

• Name: Cody Wiseman
• Role: Founder at Wiseman Capital
• LinkedIn: Cody Wiseman
• Website: Wiseman Capital

Conclusion

Cody Wiseman’s story is proof that success in real estate is not about giant leaps. It’s about preparation, taking smart bets, building the right relationships, and staying relentlessly consistent. His experience offers a roadmap for anyone who wants to transition from a W2 career into full-time real estate investing without unnecessary risk.

Connect with Cody on LinkedIn or visit Wiseman Capital to learn more about his deals, events, and future projects.

In this episode of Groundbreakers, Gregory Laskody, founder of MasterCRE, shares his journey from struggling college student to leading over $3B in commercial real estate transactions. After three decades in the industry, Greg has seen firsthand how difficult it can be for new investors and professionals to break into commercial real estate. Now, through MasterCRE, he’s focused on opening access, shortening the learning curve, and creating a more collaborative environment for future dealmakers.

Greg’s story is about more than just big deals—it’s about changing how the industry works from the inside out.

Key Points Discussed

• Breaking Into CRE: Greg shares how he went from failing his accounting classes to working for one of the top real estate firms in the country—and how anyone can carve a path into CRE without the traditional roadmap.
• Why CRE Is Still Behind: Unlike residential real estate, commercial is fragmented, offline, and often gatekept. Greg explains why CRE is slow to evolve and what needs to change to make it more accessible.
• MasterCRE and the Future of Education: Greg built MasterCRE to help aspiring investors and professionals learn the fundamentals of commercial real estate, access deals, and connect with mentors without relying on outdated, closed-door systems.
• Market Outlook for 2025: Greg discusses why capital markets are tightening, what deleveraging will look like, and why many operators will struggle with cash-in refinances in the coming year.
• Why Unpaid Internships Hurt the Industry: Greg believes that everyone brings value, even beginners—and why it’s time the industry moves past unpaid work as the only entry point.

Guest Information

• Name: Gregory Laskody
• Role: Principal at MasterCRE
• LinkedIn: Gregory Laskody
• Website: MasterCRE

Conclusion

Gregory Laskody’s mission is simple: to make commercial real estate more open, without lowering the bar. His experience across $3B in deals, capital advisory, and platform building makes him a unique voice for where CRE is headed. If you’ve ever wondered how to break into commercial real estate—or what’s holding the industry back—this episode delivers insights from someone who’s seen it all.

Connect with Greg on LinkedIn or explore MasterCRE to learn more about his mission to open up the industry.

In this episode of Groundbreakers, Mathew Owens, founder of OCG Properties, shares his journey from CPA to full-time real estate investor. After flipping over 1,000 homes, Mat was hit hard by the 2008 crash—losing everything but choosing to pay back investors out of pocket. That decision earned him a reputation for integrity and became the foundation for a career that’s since raised $150M+ in private capital.

Today, Mat focuses on debt funds, mobile home parks, short-term rentals, and helping other capital raisers build compliant fund-of-funds structures. He pulls back the curtain on what it takes to raise capital at scale and how to build trust that lasts beyond the deal.

Key Points Discussed

• From CPA to Full-Time Investor: Mat shares how he went from preparing tax returns to flipping homes full time, and how early volume forced him to build systems, teams, and capital partnerships quickly.
• The 2008 Collapse and Rebuilding from Scratch: When the market turned, Mat chose to honor every investor obligation—even when it meant draining his credit cards. That decision shaped his future and his investor base.
• Why He Pivoted from Flips to Funds: After managing dozens of projects, Mat realized the value of recurring income over transactional revenue. He now focuses on debt funds and asset-backed lending strategies.
• Raising Capital Through Fund-of-Funds: Mat now teaches syndicators how to legally and effectively raise capital using a fund-of-funds model. He breaks down the structure, compliance, and investor psychology that makes it work.
• What He’d Do Differently: Mat reflects on the systems he wishes he’d built earlier—including investor CRM tools and back-office infrastructure—and how it would’ve saved him stress and capital raising headaches.

Guest Information

• Name: Mathew Owens
• Role: Founder at OCG Properties
• LinkedIn: Mathew Owens
• Website: OCG Properties

Conclusion

Mathew Owens’ story is a rare blend of scale, integrity, and resilience. From losing everything in 2008 to raising $150M+ in private capital, his journey is packed with lessons on trust, reinvention, and sustainable growth. Whether you’re raising capital for your first fund or looking to build long-term investor relationships, this episode is filled with hard-earned insights you won’t want to miss.

In this episode of Groundbreakers, Mitchell Rice, founder of Elkstone Capital, shares how he went from a sales intern to raising $7M for a $27M multifamily deal—before he ever quit his W2. Mitch walks through how that first deal gave him a seat at the table, what he learned working inside the LDS Church’s real estate investment division, and how he now approaches hotel-to-multifamily conversions across the U.S.

His story is a masterclass in resourcefulness, long-term thinking, and how to break into real estate by solving real problems for experienced operators.

Key Points Discussed

• Breaking Into Syndication. Mitch’s journey started by cold calling sponsors and offering to help. When a deal was at risk of losing $350K in earnest money, Mitch stepped in and helped raise the missing $7M—earning a co-GP spot and kickstarting his career.
• Hotel-to-Multifamily Strategy. Through Elkstone Capital, Mitch focuses on converting extended-stay hotels into workforce housing. He breaks down the underwriting, entitlement, and capex strategies that make these deals work in today’s environment.
• What It’s Like Inside a $100B Real Estate Org. Mitch shares lessons from his time at Property Reserve, Inc., the real estate arm of the LDS Church. From underwriting standards to asset class diversification, this experience shaped how he evaluates deals today.
• Creative Capital and Hard Lessons. Whether it’s seller-financed deals at 4.5% interest or learning how to communicate fees to a $70M investor who walked away, Mitch shares candid stories about what works—and what doesn’t—when raising capital.

Guest Information

• Name: Mitchell Rice
• Role: Founder at Elkstone Capital
• LinkedIn: Mitchell Rice
• Website: Elkstone Capital

Conclusion

Mitchell Rice’s journey is proof that you don’t need decades of experience or a huge track record to add value and earn your place in this business. By staying resourceful, focused, and relentlessly helpful, Mitch carved out his own lane—and is now scaling it on his terms.

Connect with Mitch on LinkedIn or visit Elkstone Capital to learn more about his approach to hotel conversions and capital raising.

In this episode of Groundbreakers, Zach Bagby and Courtney Erickson, co-founders of ZB3 Real Estate, share how they’ve built a $5M+ real estate portfolio across Colorado and the Midwest—all while working full-time in tech.

Zach works at Medley. Courtney is at Visa. And together, they’re scaling ZB3 through careful underwriting, creative deal structuring, and a long-term thesis that embraces market volatility. From buying back a property they sold to navigating a tenant situation that made the local news, they’ve learned by doing—and built a system that balances career, capital, and cash flow.

Key Points Discussed

• Building While Working Full-Time: Zach and Courtney share how they’ve closed five real estate deals without leaving their day jobs, and how their W2 income has been a strategic advantage during a tough market cycle.
• The Buy-Sell-Buy Deal: One of their early deals involved buying a fourplex for $900K, selling it for $1.3M, then buying it back for $1M—showing the value of staying close to the deal and trusting your thesis.
• Operational Lessons from Crisis: After a tenant incident went viral and made the news, Zach and Courtney learned the value of hands-on management, emergency response systems, and having the right team on speed dial.
• Underwriting in Today’s Market: ZB3 is staying disciplined while others overpay. They’ve walked away from dozens of deals, focusing instead on long-term cash flow and operator-friendly financing structures.
• Survive, Then Scale: Their thesis? “Survive 25. Fix in 26. Heaven in 27.” It’s about putting in the reps now so they’re in position to win when the next cycle turns.

Guest Information

• Names: Zach Bagby & Courtney Erickson
• Role: Co-Founders at ZB3 Real Estate
• LinkedIn: Zach Bagby | Courtney Erickson
• Website: ZB3 Real Estate

Conclusion

Zach and Courtney’s story is proof that you don’t need to quit your job to scale a meaningful real estate portfolio. With discipline, a strong partnership, and a willingness to learn through experience, they’re building something special—one deal at a time.

Connect with Zach and Courtney on LinkedIn or visit ZB3 Real Estate to learn more about their journey and future projects.

In this episode of Groundbreakers, Ryo Ishida, Managing Partner at Rainbow Capital Partners, shares how he’s unlocking alpha by backing overlooked operators and investing in underfunded markets. From working construction in high school to deploying over $100M in capital, Ryo’s journey is a masterclass in identifying market inefficiencies and betting on long-term trends.

Ryo breaks down his firm’s investment thesis, how they built a 1,200+ person investor community, and why diverse teams consistently outperform in commercial real estate.

Key Points Discussed

• Backing Underrepresented Operators: Ryo explains how Rainbow Capital focuses on funding diverse sponsors—often people of color, women, and LGBTQ operators—who are driving strong returns but remain undercapitalized by institutional investors.
• Finding Alpha in “Unsexy” Markets: Instead of chasing hot multifamily deals, Rainbow looks for opportunity in mobile homes, self-storage, mental health housing, and overlooked regions like Southeast LA and Baltimore.
• The Power of Community: By reserving 10% of each deal for non-institutional investors, Rainbow has built a community that fuels both capital and deal flow—creating a flywheel effect for sourcing opportunities.
• Lessons from the Downturn: Ryo shares how avoiding mezzanine debt, betting on long-term trends, and sticking to capital-efficient deals has helped Rainbow thrive during market corrections.
• What Makes a Great Operator: Ryo looks for hustle, creativity, and financial fluency. He prefers operators who’ve raised from friends and family and are ready to scale—bringing a startup mindset to real estate.

Guest Information

• Name: Ryo Ishida
• Role: Managing Partner at Rainbow Capital Partners
• LinkedIn: Ryo Ishida
• Website: Rainbow Capital Partners

Conclusion

Ryo Ishida’s story is a powerful reminder that real estate is still full of hidden opportunity—if you’re willing to go where others won’t. His approach to building a values-driven, data-backed investment firm shows how community, diversity, and long-term thinking can outperform the status quo.

Connect with Ryo on LinkedIn or check out Rainbow Capital’s quarterly webinars to learn more about their work funding the next generation of real estate operators.

In this episode of Groundbreakers, Chris Lento, founder of EM Capital, shares how he scaled from small house hacks in Boston to building a $100M+ real estate portfolio. Starting with a mechanical engineering degree and a career in aerospace, Chris realized that real estate offered a better path to financial freedom. Over time, he transitioned from self-managing triplexes to leading large syndications across the Southeast. His story is a masterclass in scaling, raising capital, and making smart investment pivots.

Key Points Discussed

• From House Hacking to Syndications – Chris started by living in his own rental properties while fixing them up. Over the years, he transitioned to larger deals and raised outside capital to scale.
• The Challenge of Raising Capital – Even when investors verbally committed, getting them to wire funds was a different story. Chris shares how he overcame this hurdle.
• Picking the Right Markets – He explains why North Carolina and Florida are prime locations for long-term real estate growth.
• Red Flags in Partnerships – Chris highlights the warning signs he looks for in potential business partners, including defensiveness and lack of transparency.
• Lessons From Managing $100M+ in Assets – Chris shares the biggest takeaways from his journey, from property management struggles to executing complex condo conversions.

Guest Information

• Name: Christopher Lento
• Role: Founder & CEO at EM Capital
• LinkedIn: Christopher Lento
• Website: EM Capital

Conclusion

Chris Lento’s story proves that real estate is a long game, and strategic scaling is key. From house hacking to syndications, his journey offers invaluable lessons for investors looking to grow beyond small rentals.

In this episode of Groundbreakers, David Hamer, founder of Expedition Capital, shares his journey from spending 15 years on the sidelines to building a $15 million multifamily portfolio. David discusses how reading Rich Dad, Poor Dad sparked his real estate ambitions, the mental hurdles of raising capital, and why he focuses on value-add multifamily deals in landlord-friendly states. His story is a testament to the power of taking action, adapting to market challenges, and building a scalable investment strategy.

Key Points Discussed

• Taking the First Step: After 15 years of hesitation, David finally pulled the trigger on his first investment in 2017. He explains why waiting for the “perfect time” is a mistake.
• From Small Deals to Syndications: David started with duplexes and fourplexes before realizing he needed to raise capital to scale into larger multifamily properties.
• The Mental Hurdle of Raising Capital: David shares his challenges in transitioning from investing his own money to handling funds from passive investors.
• Why He Invests in Nevada, New Mexico, and Alabama: David explains how population growth, landlord-friendly laws, and lower taxes shape his investment strategy.
• The Hidden Risks of Insurance and Property Management: His first syndication deal nearly fell apart due to insurance costs and a property management failure—he shares how he navigated those challenges.
• Tax Advantages of Real Estate: David breaks down depreciation, 1031 exchanges, and passive income strategies that allow investors to build wealth tax-efficiently.

Guest Information

• Name: David Hamer
• Role: Founder at Expedition Capital
• LinkedIn: David Hamer
• Website: Expedition Capital

Conclusion

David Hamer’s story proves that it’s never too late to start investing. His insights into raising capital, underwriting deals, and overcoming market challenges make this episode a must-listen for aspiring and experienced real estate investors alike.

Thinking about investing in multifamily real estate? Listen now and learn from David’s journey!

In this episode of Groundbreakers, Chelsea Garber, CEO of Ascend Equity and ROI by Design, shares how she transitioned from a career in high-end interior design to managing a multifamily portfolio of over 430 units. Chelsea’s journey highlights the power of leveraging creativity, partnerships, and strategic design to scale in real estate investing.

She discusses the lessons learned from flipping houses, the challenges of breaking into multifamily, and how design isn’t just about aesthetics—it’s a key driver of tenant retention, rent growth, and asset value.

Key Points Discussed

• From Design to Investing: Chelsea spent 15 years in residential and commercial design before making the leap into real estate. Her early experiences flipping houses taught her the fundamentals of deal structuring, risk management, and value creation.
• Scaling with Partnerships: Chelsea didn’t try to do it alone. She built strong relationships with experienced operators, allowing her to scale into larger multifamily projects while bringing a unique skill set to the table.
• The Overlooked Value of Design in Multifamily: Most investors focus on financial modeling and market fundamentals, but Chelsea explains why intentional design choices can directly impact NOI, tenant retention, and exit valuations.
• Lessons from House Flipping: While house flipping can be a great way to start, it doesn’t always translate to success in multifamily. Chelsea shares what she learned from the transition and how she approaches risk differently now.

Guest Information

• Name: Chelsea Garber
• Role: CEO at Ascend Equity & ROI by Design
• LinkedIn: Chelsea Garber
• Website: ROI by Design

Conclusion

Chelsea’s story is a testament to the fact that real estate investing isn’t just about numbers—it’s about vision, creativity, and the right partnerships. Her ability to blend design thinking with investment strategy has set her apart in the industry.

If you’re looking to scale in real estate, this episode offers valuable insights into the role of design, partnerships, and long-term thinking in building a successful investment portfolio.

In this episode of Groundbreakers, Brooke Ceballos-Piñero, founder of 10X Business Consulting and an active real estate investor, shares how she left a successful corporate career to build a real estate portfolio spanning 1,000+ multifamily and Triple Net (NNN) units.

Brooke breaks down the lessons she learned transitioning from corporate sales to full-time real estate investing, why she pivoted from multifamily to NNN retail properties for passive cash flow, and the importance of mentorship and partnerships in scaling quickly.

Key Points Discussed:

• From Corporate to Real Estate – After 22 years in corporate sales & marketing, Brooke took the leap into real estate investing. She shares how she built momentum and gained credibility in a new industry.
• The Role of Mentorship & Masterminds – Brooke credits much of her success to getting in the right rooms with experienced investors who helped her avoid costly mistakes.
• Why She’s Investing in Triple Net Leases (NNN) – Brooke explains why she’s shifting more of her portfolio into NNN retail properties (think Starbucks, AutoZone, Walgreens) for truly passive, long-term cash flow.
• The Power of Strategic Partnerships – From passive investing to sponsorship, Brooke shares how she leverages partnerships to scale efficiently while mitigating risk.
• The Mindset of a Successful Operator – Brooke emphasizes why taking action is the #1 factor in getting results and how showing up consistently helped her close more deals.

Guest Information:

• Name: Brooke Ceballos-Piñero
• Role: CEO of Empower Capital & Coach at Multifamily Momentum
• LinkedIn: Brooke Ceballos-Piñero
• Website: Empower Capital

Conclusion:

Brooke Ceballos-Piñero’s journey from corporate America to real estate investing at scale is a masterclass in taking action, leveraging mentorship, and pivoting into lower-risk, high-cash-flow investments like NNN leases.

If you’re an investor considering diversifying into commercial real estate or making the leap into full-time investing, this episode is packed with insights you won’t want to miss.

In this episode of Groundbreakers, Todd Dexheimer, Co-Founder and Principal at Endurus Capital, shares his journey from being a high school teacher to completing over 100 real estate deals and scaling a multifamily and senior housing portfolio. Todd discusses the lessons he learned flipping houses, why he pivoted into larger commercial assets, and how he’s now focused on bringing property management and construction in-house to maximize efficiency.

His story is one of persistence, adaptability, and long-term vision—showing that the best operators don’t just chase deals, they build lasting systems.

Key Points Discussed

• From Teacher to Full-Time Investor: Todd started his real estate journey in 2008 while working as a teacher, flipping houses on the side before transitioning to multifamily syndications.
• Scaling Up with Multifamily: After flipping over 100 properties, Todd realized that long-term wealth was built through cash-flowing rentals, leading him to acquire his first 200+ unit apartment deal.
• The Power of In-House Operations: Todd breaks down why Endurus Capital is bringing property management and construction under one roof—and how vertical integration creates efficiency, lowers costs, and improves investor returns.
• Finding Deals in Today’s Market: With high interest rates and market uncertainty, Todd shares his approach to sourcing deals, negotiating with sellers, and structuring financing to minimize risk.

Guest Information

• Name: Todd Dexheimer
• Role: Founder & Principal at Endurus Capital
• LinkedIn: Todd Dexheimer
• Website: Endurus Capital
• Podcast: Pillars of Wealth Creation

Conclusion

Todd’s journey proves that persistence and adaptability are key to long-term success in real estate. His approach to vertical integration, smart deal structuring, and capital raising provides valuable insights for investors looking to scale.

Connect with Todd on LinkedIn or check out Pillars of Wealth Creation for more real estate investing insights.

In this episode of Groundbreakers, Rodrigo Camargo, founder of Tantum, shares how he transforms distressed real estate into high-value investments. From navigating complex legal disputes to structuring creative financing, Rodrigo’s expertise lies in unlocking hidden opportunities where others see obstacles. With projects spanning Texas and Mexico, he’s redefining what’s possible in real estate development by combining legal strategy, marketing, and investment structuring into a seamless one-stop-shop model.

Key Points Discussed

• Turning Legal Roadblocks into Investment Wins – Rodrigo has built a niche around solving title issues, zoning challenges, and ownership disputes to unlock significant property value.
• Investing Across Borders – With a deep understanding of both U.S. and Mexican markets, Rodrigo explains how nearshoring trends and economic shifts are driving investment opportunities in Texas and Baja California.
• The One-Stop-Shop Approach to Development – From underwriting and legal structuring to marketing and construction, Tantum streamlines the entire development process to maximize efficiency and investor returns.
• Why Some of the Best Deals Are the Most Complicated – Rodrigo shares real case studies of deals that looked too messy for traditional investors but turned into lucrative opportunities through smart structuring and patience.

Guest Information

• Name: Rodrigo Camargo
• Role: Founder at Tantum
• LinkedIn: Rodrigo Camargo
• Website: Tantum

Conclusion

Rodrigo Camargo’s expertise in solving complex real estate challenges proves that the best deals often require out-of-the-box thinking. Whether it’s clearing legal hurdles, structuring creative financing, or developing sustainable projects, his work at Tantum showcases the power of strategy in real estate.

Connect with Rodrigo on LinkedIn to learn more about his latest projects and investment opportunities in high-growth markets.

In this episode of Groundbreakers, Adeola Oladimeji, General Partner at Ascendi Capital, shares how he’s using private equity strategies to roll up car washes into a high-cash-flow empire. Starting in multifamily real estate, Ade saw a unique opportunity to consolidate fragmented, mom-and-pop car wash businesses and turn them into scalable, institutional-quality assets.

Key Points Discussed

• From Multifamily to Car Washes: Why Ade shifted from traditional real estate investing to an overlooked niche with strong cash flow potential.
• The Private Equity Playbook: How he identifies acquisition targets, structures deals, and increases operational efficiency to maximize value.
• Financing the Rollup: The role of SBA loans, seller financing, and investor capital in scaling a portfolio of small businesses.
• Lessons from Real Estate Investing: How Ade applies underwriting discipline and value-add strategies from real estate to business acquisitions.

Guest Information

• Name: Adeola Oladimeji
• Roles: General Partner at Ascendi Capital
• LinkedIn: Adeola Oladimeji
• Website: Ascendi Capital

Conclusion

Adeola Oladimeji’s journey is a masterclass in spotting hidden opportunities and using private equity principles to scale cash-flowing businesses. His insights on rollups, financing, and operational efficiencies offer valuable lessons for investors looking beyond traditional real estate.

Connect with Ade on LinkedIn to learn more about Ascendi Capital and his approach to building wealth through business acquisitions.

In this episode of Groundbreakers, Joseph Root, Managing Partner at Root Realty and ESRE Partners, shares his evolution from managing a family business to building a $160M real estate portfolio. Joseph offers a deep dive into his strategy for identifying value in Chicago’s multifamily market, fostering community impact, and scaling sustainably in a competitive environment.

Key Points Discussed

• From Family Business to Leading a Portfolio: Joseph talks about his transition from working in his family’s real estate business to taking the reins at Root Realty and growing the portfolio to $160M.
• Mastering Chicago’s Multifamily Market: Insights into why Joseph focuses on Chicago, the unique opportunities and challenges of the city, and how local expertise gives him a competitive edge.
• Scaling with Strategy: Joseph shares how his disciplined approach to underwriting and investment decisions has enabled steady growth and strong returns, even during market turbulence.
• Balancing Community and Returns: Root Realty’s philosophy of creating value for both investors and the communities they operate in, and why building trust with stakeholders is key to long-term success.

Guest Information

• Name: Joseph Root
• Roles: Managing Partner at Root Realty and ESRE Partners
• LinkedIn: Joseph Root
• Website: Root Realty & ESRE Partners

Conclusion

Joseph Root’s story is an inspiring example of combining legacy and innovation to build a thriving real estate business. His expertise in Chicago’s multifamily market, focus on disciplined investing, and commitment to community impact make this episode a must-listen for investors at any stage.

Connect with Joseph on LinkedIn to learn more about Root Realty and his work with ESRE Partners.

In this episode of Groundbreakers, Dr. Rajkumar Venkatramani, founder of REIDOC Capital and a pediatric oncologist, shares his unique journey from medicine to real estate. Raj discusses how he transitioned from being a passive investor to actively helping physicians achieve financial freedom through syndications and automation. His dual expertise in healthcare and real estate highlights the importance of diversification, efficiency, and trust in building long-term wealth.

Key Points Discussed

• From Passive to Active Investing: Raj’s journey began with passive real estate syndications as a way to diversify his investments beyond the stock market. In 2021, he transitioned into active syndication, pooling resources with other doctors and operators.
• Balancing Medicine and Real Estate: Raj shares how he manages his time as a leader in pediatric oncology while running a successful real estate business. His strategies include leveraging automation, delegating tasks, and focusing on high-value activities.
• Innovating Capital Raising: Raj talks about his CRM platform tailored for real estate syndicators, designed to automate lead nurturing, investor communication, and deal workflows—allowing syndicators to focus on building relationships.
• Lessons Learned in Multifamily: From mistakes in Class C properties to shifting focus to Class A and B assets, Raj discusses how market dynamics and investor preferences influenced his investment strategy.

Guest Information

• Name: Dr. Rajkumar Venkatramani
• Role: Founder at REIDOC Capital
• LinkedIn: Rajkumar Venkatramani
• Website: REIDOC Capital
• Real estate AI summit

Conclusion

Dr. Rajkumar Venkatramani’s story is an inspiring example of how to balance a high-stakes career with a passion for building wealth through real estate. His focus on trust, efficiency, and automation has helped him create a business model that supports physicians in their journey toward financial freedom.

Connect with Raj on LinkedIn to learn more about his work at REIDOC Capital and his innovative CRM solutions.

In this episode of Groundbreakers, Victor Leite, co-founder of 25/8 Capital, shares his incredible journey from a career in medicine to creating a thriving real estate business. Victor’s story exemplifies the power of pivoting, perseverance, and building efficient systems to scale rapidly in the real estate space.

Victor dives deep into how he leverages his unique background to approach real estate investing with precision and a focus on scalability. From developing a $40M portfolio to helping other investors build generational wealth through private equity, Victor’s insights are invaluable for anyone looking to grow in the industry.

Key Points Discussed

• From Medicine to Real Estate: How Victor transitioned from being a physician to building a $40M real estate portfolio.
• The Role of Systems: Insights into how Victor uses systems and operational efficiency to drive scalability and success.
• Real Estate Private Equity: How 25/8 Capital supports investors in accessing high-yield opportunities while navigating market challenges.
• Building Generational Wealth: Victor’s approach to helping investors achieve long-term success through strategic partnerships and well-executed deals.

Guest Information

• Name: Victor Leite
• Role: Co-Founder at 25/8 Capital
• LinkedIn: Victor Leite
• Website: 25/8 Capital

Conclusion

Victor Leite’s story is a powerful example of how leveraging systems and strategic partnerships can lead to exponential growth in real estate investing. Whether you’re an aspiring investor or a seasoned pro, this episode is packed with actionable insights to help you scale your portfolio and build generational wealth. Connect with Victor on LinkedIn or learn more about his work at 25/8 Capital.

In this episode of Groundbreakers, Jeff Flynn, Founder of Aspen Ridge Capital, shares his inspiring journey from a Navy veteran leveraging a VA loan to building a thriving career in mobile home park investing. Jeff discusses the innovative strategies he uses to find off-market deals, the challenges and opportunities in the affordable housing space, and how Aspen Ridge Capital is making an impact in small-town communities by focusing on tenant-first solutions.

Key Points Discussed

• From Navy Veteran to Investor: How Jeff used his VA loan to purchase his first property, house-hack his way to financial independence, and transition into mobile home park investing.
• Finding Off-Market Deals: Jeff’s unique strategies, including using Google Street View and direct mail campaigns, to connect with sellers and identify overlooked opportunities.
• Challenges of Mobile Home Parks: The nuances of managing mobile home parks, including tenant relationships, infrastructure upgrades, and navigating local regulations.
• Investing in Small-Town America: Why Jeff focuses on smaller markets that are often ignored by larger investors and how this strategy has led to Aspen Ridge Capital’s success.
• Building a Resilient Portfolio: The importance of a long-term mindset, reinvesting in properties, and maintaining affordability while delivering strong returns for investors.

Guest Information

• Name: Jeff Flynn
• Role: Founder at Aspen Ridge Capital
• LinkedIn: Jeff Flynn
• Website: Aspen Ridge Capital

Conclusion

Jeff Flynn’s story showcases the power of a strategic, community-driven approach to mobile home park investing. His ability to find hidden opportunities, stay focused on small markets, and deliver value to both tenants and investors makes this episode a must-listen for anyone looking to break into the affordable housing space. Tune in to learn more about Jeff’s inspiring journey and the impact of Aspen Ridge Capital’s work in creating sustainable, long-term success.

In this episode of Groundbreakers, Luis Frias, founder of Caltex Capital Group, shares his journey from a career in real estate brokerage to becoming a multifamily investor with over 700 units and $100M in assets under management. Luis opens up about how his background in underwriting deals helped him confidently transition into multifamily investing and why Texas remains a top market for real estate opportunities. He also dives into his strategies for adding value to properties, navigating market challenges, and building a resilient real estate business.

Key Points Discussed

• From Brokerage to Multifamily Investing: How Luis leveraged his brokerage experience to transition into multifamily real estate, reviewing hundreds of deals to gain confidence before launching Caltex Capital Group.
• Texas as a Multifamily Powerhouse: Insights into why Texas markets like San Antonio and Houston are primed for growth, driven by population influx and a strong job market.
• Fixed-Rate Debt and Risk Management: Luis emphasizes the importance of securing fixed-rate debt to weather economic shifts and protect investors.
• Value-Add Strategies: Innovative ways Luis and his team increase NOI, from valet trash services to bulk Wi-Fi packages, enhancing tenant experience while boosting profitability.
• The Importance of Relationships: A firsthand account of how Luis’s network saved a crucial project after a contractor issue threatened to derail progress.

Guest Information

• Name: Luis Frias
• Role: Founder of Caltex Capital Group
• LinkedIn: Luis Frias
• Website: Caltex Capital Group

Conclusion

Luis Frias’s story is a testament to the power of calculated risks, strategic relationships, and staying adaptable in a competitive real estate market. His focus on adding value, managing risk, and building a strong network provides valuable lessons for anyone looking to scale in real estate investing. Connect with Luis to learn more about his journey and the success of Caltex Capital Group.

In this episode of Groundbreakers, Christopher Seveney, Founder and CEO of 7e Investments, dives into the world of mortgage note investing, sharing how he transitioned from civil engineering and construction management to building a $30M portfolio of over 500 mortgage notes. Christopher’s unique approach to real estate investing focuses on creating win-win scenarios by helping borrowers get back on track while delivering consistent returns for investors. His recession-resistant strategy and equity-based model offer a fresh perspective on generating passive income in uncertain markets.

Key Points Discussed

• From Civil Engineering to Note Investing: Christopher’s career journey from construction management and development into the niche world of mortgage notes.
• Recession-Resistant Strategy: How Christopher’s focus on equity-based, low-leverage investments provides stability and protects investors in volatile markets.
• Rehabilitating Non-Performing Loans: Turning risky, non-performing loans into valuable assets while creating opportunities for borrowers to stay in their homes.
• Building Trust with Investors: Christopher’s emphasis on education, transparency, and steady long-term growth in managing $30M in investor capital.
• Avoiding Leverage-Heavy Pitfalls: Why Christopher steers clear of over-leveraging and prioritizes sustainable returns.

Guest Information

• Name: Christopher Seveney
• Role: Founder and CEO at 7e Investments
• LinkedIn: Christopher Seveney
• Website: 7e Investments

Conclusion

Christopher Seveney’s insights into mortgage note investing shed light on an often-overlooked strategy in the real estate industry. His commitment to creating value for both borrowers and investors while maintaining financial stability is a blueprint for success in any market. Whether you’re a seasoned investor or new to alternative investments, Christopher’s journey offers valuable lessons for building a recession-resistant portfolio. Connect with Christopher on LinkedIn or explore more about 7e Investments to learn how mortgage notes can diversify your investment strategy.

In this episode of Groundbreakers, Shawn Dwyer shares how he has successfully balanced a demanding corporate career with building a robust real estate portfolio focused on mobile home parks and self-storage facilities. Shawn discusses how he strategically entered real estate investing, chose recession-resistant asset classes, and managed his time effectively to achieve sustainable growth. His approach emphasizes creating value for both investors and the communities he serves, making his story a must-listen for aspiring investors juggling full-time careers.

Key Points Discussed

• Building While Balancing: Shawn'a practical tips for starting and scaling a real estate portfolio without leaving his corporate job, including effective time management and forming partnerships.
• Why Mobile Home Parks & Self-Storage: Shawn's insights into why these asset classes are ideal for long-term investments due to their steady demand and resilience to economic downturns.
• Creating Community Impact: Shawn's philosophy of balancing financial returns with community improvements, ensuring a win-win for residents and investors alike.
• Creative Financing Strategies: How Shawn leveraged tools like home equity loans and self-directed IRAs to fund his initial investments and continue scaling his portfolio.

Guest Information

• Name: Shawn Dwyer
• Role: Real Estate Investor (Mobile Home Parks & Self-Storage)
• LinkedIn: Shawn Dwyer
• Website: Golden Oak

Conclusion

Shawn Dwyer’s story demonstrates that it’s possible to build a thriving real estate portfolio while maintaining a full-time career. His focus on recession-resistant assets, creative financing, and community-driven value offers inspiration and actionable insights for anyone looking to get started in real estate investing. Connect with Shawn on LinkedIn to learn more about his work and approach.

In this episode of Groundbreakers, Jeremy Dyer, Founder & Managing Partner at Starting Point Capital, shares his inspiring journey from tech sales to becoming a passionate advocate for passive real estate investing. Jeremy discusses his transition from actively flipping houses to syndicating multifamily properties as a limited partner, emphasizing the importance of community, trust, and the right partnerships in achieving long-term success. His story highlights the power of collaboration and how Starting Point Capital is helping investors access institutional-grade real estate opportunities.

Key Points Discussed

• From Tech to Real Estate: Jeremy’s career pivot from tech sales to real estate, and how he found his niche in multifamily syndication.
• The Role of Trust in Investing: How Jeremy carefully vets sponsors and stresses the importance of transparency and alignment with investors.
• Scaling Through Collaboration: Starting Point Capital’s mission to pool investors, secure better terms, and create opportunities for those new to syndications.
• Market Insights and Opportunities: Jeremy’s perspective on finding value in today’s market by targeting assets in strong, stable locations.

Guest Information

• Name: Jeremy Dyer
• Role: Founder & Managing Partner at Starting Point Capital
• LinkedIn: Jeremy Dyer
• Website: Starting Point Capital
• Book: The Fundamental Investor

Conclusion

Jeremy Dyer’s journey showcases the transformative power of passive investing and the importance of collaboration in scaling wealth through real estate. His focus on building trust, educating investors, and navigating today’s challenging market provides actionable insights for anyone looking to invest in multifamily properties. Connect with Jeremy on LinkedIn to learn more about his work and Starting Point Capital’s mission to make real estate accessible to all.

In this episode of Groundbreakers, Jarod Alexander, founder of Optimal Equity Group, shares his inspiring journey from a successful sales career to building a thriving multifamily syndication business. Jarod dives into how his upbringing in a real estate family shaped his approach to investing and how he now helps busy professionals achieve financial freedom through passive investments. He discusses the challenges of scaling single-family rentals, the importance of trusting the right operators in syndications, and the innovative strategies he uses to maximize returns for investors.

Key Points Discussed

• From Sales to Real Estate: Jarod’s transition from a W2 sales career to founding Optimal Equity Group, driven by a passion for real estate and financial independence.
• Scaling Challenges: The limitations Jarod encountered with single-family rentals and why multifamily syndications became his focus for long-term growth.
• Vetting Syndication Operators: Why choosing the right operator is critical and Jarod’s comprehensive vetting process to ensure trust and reliability.
• Leveraging Tax Abatements: Jarod’s innovative approach to utilizing tax abatements to significantly reduce property expenses while creating affordable housing opportunities.
• Building Wealth Through Syndications: Insights into how Jarod helps busy professionals grow their wealth through strategic multifamily investments.

Guest Information

• Name: Jarod Alexander
• Role: Founder of Optimal Equity Group
• LinkedIn: Jarod Alexander
• Website: Optimal Equity Group

Conclusion

Jarod Alexander’s story highlights the power of resilience, strategic thinking, and a focus on long-term wealth creation. His expertise in scaling through multifamily syndications, vetting operators, and employing creative tax strategies offers invaluable lessons for both aspiring and seasoned investors. Connect with Jarod on LinkedIn to learn more about his work and Optimal Equity Group’s mission to empower professionals through passive investments.

In this episode of Groundbreakers, Arn Cenedella, founder of Spark Investment Group, shares his journey from Silicon Valley residential brokerage to becoming a multifamily syndicator in South Carolina. With over 40 years of experience in real estate, Arn brings a wealth of knowledge about navigating market cycles, scaling through partnerships, and leveraging local expertise to succeed in multifamily investing. He discusses the lessons he’s learned, the challenges he’s overcome, and his advice for aspiring investors.

Key Points Discussed

• From Single-Family to Multifamily: Arn’s transition from decades of residential brokerage and single-family investing to the world of multifamily syndications.
• Local Market Mastery: How Arn leverages deep knowledge of the South Carolina market to gain a competitive edge, focusing on market-specific nuances.
• Scaling Through Partnerships: The critical role partnerships have played in Arn’s success, from vetting the right collaborators to ensuring complementary skill sets.
• Adapting to Market Cycles: Insights into how Arn has weathered real estate market shifts and stayed optimistic through decades of investing.
• Balancing Passion and Profitability: Arn’s philosophy on investing with both a business mindset and a love for the craft of real estate.

Guest Information

• Name: Arn Cenedella
• Role: Founder at Spark Investment Group
• LinkedIn: Arn Cenedella
• Website: Spark Investment Group

Conclusion

Arn Cenedella's journey is a testament to the value of experience, local expertise, and strategic partnerships in real estate. His optimism, adaptability, and dedication offer invaluable lessons for both seasoned and aspiring investors. Connect with Arn on LinkedIn to learn more about his work and insights into multifamily investing.

In this episode of Groundbreakers, Jack Arevalo, Director of Finance and Acquisitions at AVLV and founder of STOA Capital, shares his unique journey from capital markets to real estate development. With deep experience in finance, architecture, and community-focused projects, Jack offers an insightful look at how to approach development sustainably and holistically. He discusses the importance of hyperlocal market knowledge, creating impact-driven projects, and building vertically integrated teams that bridge architecture, development, and finance.

Key Points Discussed

• From Capital Markets to Real Estate Development: Jack’s transition from a background in finance to spearheading real estate development, focusing on sustainable and community-oriented projects.
• Philadelphia’s Market Potential: Why Jack sees Philadelphia as a prime market for real estate development, driven by its unique economic and community dynamics.
• Sustainability and Architecture: How AVLV’s vertically integrated approach ensures projects meet sustainability goals while aligning architectural vision and community needs.
• Hyperlocal Strategies: The critical role of understanding local communities and fostering relationships in real estate development for long-term success.
• Balancing Finance, Development, and Design: Insights into how AVLV combines financial discipline with architectural integrity to create value-driven investments.

Guest Information

Name: Jack Arevalo

Role: Director of Finance and Acquisitions at AVLV, Founder at STOA Capital

LinkedIn: Jack Arevalo

Website: AVLV, STOA Capital

Conclusion

Jack Arevalo's journey highlights how a holistic approach—combining finance, architecture, and development—can lead to sustainable, impactful real estate projects. His insights on the importance of hyperlocal strategies and vertically integrated operations provide valuable lessons for developers, investors, and community leaders alike. Connect with Jack on LinkedIn to learn more about his work and vision for transforming real estate in Philadelphia and beyond.

In this episode of Groundbreakers, Ryan Byrne, Founder of Cash Flow Capital Club, shares his transformative journey from the stock market to building wealth through multifamily syndication. Ryan’s story highlights the power of leveraging passive investments as a limited partner (LP) to gain experience, build confidence, and transition into active roles as a general partner (GP). He dives into the strategic importance of operational efficiencies, tenant-centric improvements, and conservative planning in multifamily real estate to drive long-term returns and build resilient portfolios.

Key Points Discussed

• From Stock Market to Real Estate: Ryan’s shift from investing in stocks to focusing on real estate, highlighting how multifamily investing offered a more stable, growth-oriented strategy.
• Becoming an LP First: Ryan’s path to syndication began with passive investments, allowing him to learn from seasoned operators, build valuable connections, and gain hands-on insight before taking on active deals.
• Operational Value-Add Strategies: How Ryan and his team transform properties through operational improvements, enhancing tenant care, optimizing property management, and driving returns for investors.
• Navigating Market Challenges: Ryan’s approach to mitigating risks in today’s market with conservative underwriting, overfunding reserves, and planning for the unexpected in a rapidly shifting economy.
• Mastermind Leverage: The importance of joining a multifamily mastermind group for accelerated learning, deal access, and building meaningful relationships within the industry.

Guest Information

• Name: Ryan Byrne
• Role: Founder at Cash Flow Capital Club
• LinkedIn: Ryan Byrne
• Website: Cashflow Capital Club

Conclusion

Ryan Byrne’s journey from passive investor to multifamily syndicator offers a blueprint for those looking to scale their wealth in real estate. His emphasis on learning from industry leaders, prioritizing operational value, and navigating market challenges with strategic foresight makes this episode a valuable listen for investors at all stages. Connect with Ryan on LinkedIn to learn more about his work and explore opportunities to invest alongside him.

In this episode of Groundbreakers, George and Daniel Papa, co-founders of Leather Street Realty, discuss their thoughtful journey from property management to launching a specialized real estate firm focused on the evolving market in Queens, NYC. George and Daniel share how their hyper-local knowledge and deep roots in the community provide them with unique insights to identify value in overlooked areas. They delve into the complexities of working within NYC’s rent-stabilized sector, their strategic planning for Leather Street Realty, and the critical role that relationships and market understanding play in their success.

Key Points Discussed

• From Management to Ownership: George and Daniel’s transition from established careers in property management to co-founding Leather Street Realty, with a focus on long-term value in a familiar market.
• Hyper-Local Market Insight: How the team’s deep understanding of Queens’ neighborhoods allows them to spot opportunities and anticipate growth where others might not see potential.
• Navigating NYC Rent Regulations: The team’s approach to working within NYC’s rent stabilization framework, turning regulatory constraints into strategic advantages for their investors.
• Strategic Business Launch: The thoughtful planning and groundwork that set the foundation for Leather Street Realty, ensuring a resilient business model ready for intentional growth.

Guest Information

• Name: Jorge Jorge and Daniel Papa

• Role: Co-founders of Leather Street Realty

• LinkedIn: Jorge Jorge and Daniel Papa

• Website: Leather Street Realty

Conclusion

Jorge Jorge and Daniel Papa’s journey illustrates how specialized market knowledge and strategic planning can turn a strong local presence into a valuable competitive edge in real estate. Their approach to regulation and growth within the Queens market offers lessons in adaptability and purpose-driven investing. Connect with Jorge and Daniel on LinkedIn to learn more about their work and the impact Leather Street Realty is making in NYC real estate.

In this episode of Groundbreakers, Vessi Kapoulian, founder of DBA Capital Group, shares her journey from corporate finance to full-time real estate investing, detailing how she built multiple income streams to achieve financial freedom. Vessi offers valuable insights into diversifying investments, performing deep market research, and adapting creative strategies to navigate today’s challenging economic conditions. Her focus on both risk mitigation and long-term wealth creation provides an inspiring roadmap for those looking to build sustainable success in real estate.

Key Points Discussed

• From Corporate Finance to Real Estate Investing: Vessi’s transition from a secure corporate career to building her own investment portfolio, and the lessons learned from taking that leap.
• Multiple Income Streams: The importance of diversifying income sources for financial security and how Vessi built hers through a combination of real estate, passive investments, and more.
• Identifying Emerging Markets: How in-depth market research, including demographic and employment trends, helps Vessi uncover hidden opportunities in overlooked markets.
• Creative Risk Management: Vessi’s strategies for mitigating rising interest rates and insurance costs while continuing to grow her portfolio.
• Long-Term Wealth Creation: The importance of maintaining a long-term vision and consistently adapting strategies to secure lasting financial freedom.

Guest Information

• Name: Vessi Kapoulian
• Role: Managing Partner at DBA Capital Group
• LinkedIn: Vessi Kapoulian
• Website: DBA Capital Group

Conclusion

Vessi Kapoulian’s journey from corporate finance to real estate investing is a powerful example of how calculated risks and diversification can lead to financial freedom. Her insights on market research, creative risk mitigation, and building long-term wealth provide valuable lessons for both new and seasoned investors. Connect with Vessi on LinkedIn to learn more about her work at DBA Capital Group and her strategies for building a diversified portfolio.

In this episode of Groundbreakers, Jefferson Ortiz, founder of Ortiz Equity Group, shares his inspiring journey from immigrating to Canada to building a $40 million multifamily real estate portfolio. Jeff discusses how he started in wholesaling before transitioning into multifamily investing, and how mentorship played a crucial role in his rapid success. He dives into his approach to creative financing, market selection, and value-add opportunities, offering listeners valuable insights into scaling a real estate portfolio.

Key Points Discussed

• From Wholesaling to Multifamily: Jeff’s transition from wholesaling real estate deals to investing in multifamily properties, and how he leveraged his early experience to scale his portfolio.
• The Power of Mentorship: How mentorship helped Jeff complete 35 wholesale deals in his first year and continues to drive his success in multifamily investing.
• Creative Financing Strategies: Jeff’s use of seller financing, fixed-rate loans, and other creative financing methods to close deals and optimize his portfolio’s growth.
• Market Selection and Demographics: Why Jeff focuses on low-vacancy, job-rich areas with strong economic diversity, and how the “Starbucks indicator” plays into his decision-making.
• Adding Value for Long-Term Success: Jeff’s approach to identifying value-add opportunities in multifamily properties, improving both tenant experience and investor returns.

Guest Information

• Name: Jefferson Ortiz
• Role: Founder at Ortiz Equity Group
• LinkedIn: Jefferson Ortiz
• Website: Ortiz Equity Group

Conclusion

Jefferson Ortiz’s story is a powerful example of how hard work, smart mentorship, and creative strategies can help scale a real estate business. His insights into financing, market selection, and long-term growth provide valuable lessons for both new and seasoned investors. Connect with Jeff on LinkedIn to learn more about his work and the vision behind Ortiz Equity Group.

In this episode of Groundbreakers, Jasmine Nazari, COO of Urban Green Investments, shares her journey from an unconventional background in soil biogeochemistry to becoming a leader in urban real estate investing. Jasmine discusses the importance of strategic diversification and sustainable development, highlighting how Urban Green balances high-yield investments with positive community impact. She delves into the firm’s diversified portfolio, spanning multifamily, office spaces, and data centers, and emphasizes the role of transparency and strong investor relationships in achieving long-term success.

Key Points Discussed

• From Science to Real Estate: Jasmine’s unique journey from soil biogeochemistry to leading operations at Urban Green Investments, showcasing her passion for sustainable development.
• Strategic Diversification: How Urban Green mitigates risk and maximizes returns by diversifying its investments across various asset classes, including multifamily, office spaces, and data centers.
• Focus on Transparency: The importance of building trust and maintaining transparency with investors to foster long-term partnerships and sustainable growth.
• Sustainable Urban Development: Urban Green’s commitment to finding value in overlooked spaces, transforming them into opportunities that benefit both communities and investors.
• Navigating Market Challenges: Jasmine’s insights on identifying high-yield, risk-adjusted opportunities even in a challenging economic environment.

Guest Information

• Name: Jasmine Nazari
• Role: COO at Urban Green Investments
• LinkedIn: Jasmine Nazari
• Website: Urban Green Investments

Conclusion

Jasmine Nazari’s journey showcases the value of interdisciplinary skills and passion in the real estate sector. Her approach to sustainable urban development and strategic diversification provides valuable insights for anyone interested in real estate investing. Connect with Jasmine on LinkedIn to learn more about her work and Urban Green Investments’ mission to create lasting value through innovative real estate projects.

In this episode of Groundbreakers, Max Shah, CEO of ROS Capital, shares his journey from a successful career in tech with Microsoft to becoming a real estate investor and business acquisition expert. Max provides insights into how he shifted from focusing on tech deals to mastering multifamily and commercial real estate acquisitions. He dives deep into the importance of investing in people, not just properties, and how creative deal structuring has allowed him to scale quickly. Max also opens up about the challenges he faced during the Covid-19 pandemic and how adaptability turned a near-crisis into a win for his hotel investments.

Key Points Discussed

• From Tech to Real Estate: Max’s transition from working at Microsoft to building ROS Capital, with a focus on commercial and multifamily real estate deals.
• People-Centric Investing: Why Max believes that the right team can make or break a deal and how this philosophy has driven his investment strategy.
• Creative Deal Structuring: The strategy behind acquiring high-value properties with minimal upfront capital, including a case where Max secured an $8M property with just $1M of his own investment.
• Adapting in Crisis: How Max navigated the hotel industry’s Covid-19 disruptions by leveraging local partnerships and pivoting quickly to keep his business afloat.
• Long-Term Vision: Max’s approach to building generational wealth and the importance of patience and resilience in long-term investments.

Guest Information

• Name: Max Shah
• Role: CEO at ROS Capital
• LinkedIn: Max Shah
• Company: ROS Capital

Conclusion

Max Shah’s journey from tech to real estate is a powerful example of how strategic thinking, adaptability, and focusing on the right people can lead to long-term success in business and real estate. His story offers valuable lessons for investors looking to scale creatively while maintaining a strong focus on building solid partnerships. Connect with Max on LinkedIn to learn more about his work and how ROS Capital continues to navigate and succeed in today’s real estate market.

In this episode of Groundbreakers, Justin Elliott, Managing Partner at BLVD Ventures, joins us to discuss his path from corporate America to becoming a full-time real estate investor. Justin shares how his background in corporate finance helped him transition into multifamily real estate, and how building strong partnerships has been instrumental to scaling his portfolio. He also offers insights into the benefits of bringing property management in-house, the challenges of rising interest rates, and strategies for continued success in an evolving market.

Key Points Discussed

• From Corporate America to Real Estate: Justin’s transition from a corporate finance background to founding Boulevard Ventures and pursuing full-time real estate investing.
• Strategic Partnerships: The critical role of partnerships in growing BLVD Ventures and how collaboration with the right people has driven their success.
• In-House Property Management: Justin explains the decision to bring property management in-house and how it improved operational efficiency and business outcomes.
• Navigating a Shifting Market: Justin shares how BLVD Ventures continues to adapt to rising interest rates, increasing insurance costs, and other market challenges.
• Focused Market Strategy: Justin’s take on the importance of selecting markets with long-term growth potential, even in uncertain times.

Guest Information

• Name: Justin Elliott
• Role: Managing Partner at BLVD Ventures
• LinkedIn: Justin Elliott
• Website: BLVD Ventures

Conclusion

Justin Elliott’s story of transitioning from corporate America to full-time real estate investing highlights the importance of strong partnerships, operational control, and market awareness. His approach to scaling BLVD Ventures through collaboration and disciplined investment strategies provides valuable lessons for new and experienced investors alike. Connect with Justin on LinkedIn to learn more about his journey and how BLVD Ventures is positioning itself for long-term success.

In this episode of Groundbreakers, Adam Dresher, Investor Relations Manager at Break of Day Capital, shares his journey from Wall Street to real estate investing. Adam discusses how his career in institutional sales and stock trading shaped his approach to raising capital and connecting with investors in multifamily real estate. He highlights the importance of empathy in building trust with investors, as well as the value of NOI-driven strategies to increase property valuations. Adam provides valuable insights on navigating the challenges of the real estate market, especially during periods of rising interest rates.

Key Points Discussed:

• From Wall Street to Real Estate: Adam’s transition from the fast-paced world of institutional sales to real estate investing and capital raising, and how his background has influenced his strategies.
• Building Investor Trust: The role empathy plays in successfully raising capital and building long-term relationships with investors by understanding their needs and goals.
• Maximizing Property Value: How Break of Day Capital boosts NOI (Net Operating Income) through strategic property improvements, including water usage efficiency, to increase valuation.
• Navigating Market Conditions: Adam’s perspective on the current real estate market, high interest rates, and how disciplined investing can help overcome challenges.
• Cold Calling Lessons: Insights into how early experiences with cold calling helped Adam build confidence in pitching and connecting with potential investors.

Guest Information:

• Name: Adam Dresher
• Role: Investor Relations Manager at Break of Day Capital
• LinkedIn: Adam Dresher
• Website: Break of Day Capital

Conclusion:

Adam Dresher’s journey from Wall Street to real estate offers practical lessons for anyone looking to raise capital and build a successful career in multifamily investing. His focus on building trust through empathy and driving value with NOI growth strategies makes this episode a must-listen for investors and operators alike. Connect with Adam on LinkedIn to learn more about his work and the impact of Break of Day Capital in the real estate industry.

In this episode of Groundbreakers, Chutima Barrios, founder of Rent Roll Capital, shares her journey from private equity finance to becoming a full-time real estate investor. Chutima discusses how her background in financial analysis equipped her with the skills to scale her portfolio, and how she now helps busy professionals grow their wealth through strategic multifamily real estate investments. She highlights the power of co-investing and the importance of efficient operations in maximizing returns.

Key Points Discussed

• From Private Equity to Real Estate: Chutima’s transition from finance and corporate development to building her own real estate portfolio, and how her analytical background gives her an edge.
• Scaling Through Multifamily: How Chutima moved from investing in small properties to larger multifamily deals to maximize returns with the same effort.
• Co-Investing for Growth: Chutima’s approach to raising capital through co-investing with friends and family, making larger deals accessible without using complex jargon.
• Operational Efficiency: The importance of managing properties efficiently, controlling expenses, and partnering with strong property management teams to ensure long-term success.
• Navigating Market Challenges: Insights into how Chutima navigates challenges like rising interest rates, finding deals, and handling unexpected costs such as insurance and property taxes.

Guest Information

• Name: Chutima Barrios
• Role: Founder at Rent Roll Capital
• LinkedIn: Chutima Barrios
• Website: Rent Roll Capital

Conclusion

Chutima Barrios’ journey from private equity to full-time real estate investing offers valuable insights for professionals looking to build wealth through multifamily investments. Her focus on co-investing, operational efficiency, and scaling smartly provides a great roadmap for anyone looking to transition into real estate. Connect with Chutima on LinkedIn to learn more about her work and Rent Roll Capital’s mission to help professionals grow their wealth.

In this episode of Groundbreakers, Gurjote Sethi, founder of Hukam Capital Group, joins us to share his inspiring journey from tech and mergers & acquisitions to becoming a successful real estate investor. Gurjote’s story highlights the importance of mission-driven investing and the power of leveraging one’s background to make impactful career shifts. He discusses his approach to value-add real estate projects across multifamily, retail, and student housing, and how he aims to help immigrant families build generational wealth. Gurjote also shares his insights on navigating risks in the real estate market and his vision for evolving Hukam Capital into a “family office for the average family.”

Key Points Discussed

From Tech to Real Estate: Gurjote’s transition from a career in tech and M&A to founding Hukam Capital Group, driven by a passion for real estate and helping others build wealth.

Mission-Driven Investing: The founding of Hukam Capital with a focus on value-add projects and the broader mission to improve communities and support immigrant families.

Value-Add Real Estate Strategy: Gurjote’s insights into identifying and executing value-add projects in multifamily, retail, and student housing, emphasizing the importance of community impact.

Navigating Market Risks: The importance of due diligence, transparency, and market testing in mitigating risks and ensuring successful investments.

Future Vision and Growth: Gurjote’s plans to evolve Hukam Capital into a long-term generational investment platform and the potential of partnering with charitable trusts to scale impact.

Guest Information

• Name: Gurjote Sethi

• Role: Founder at Hukam Capital Group

• LinkedIn: Gurjote Sethi

• Website: Hukam Capital Group

Conclusion

Gurjote Sethi’s journey is a powerful example of how mission-driven investing can lead to both personal and community success in real estate. His focus on value-add strategies, commitment to transparency, and plans for long-term growth provide valuable lessons for investors at all levels. Connect with Gurjote on LinkedIn to learn more about his work and the impact of Hukam Capital Group in the real estate industry.

In this episode of Groundbreakers, Nick Stromwall, founder of Oak & Vine Capital, joins us to share his remarkable transition from a college pastor to a thriving real estate investor. Nick’s journey is a testament to the power of strategic career moves and the importance of mission-driven investing. He discusses how he leveraged his background in ministry to build a successful real estate portfolio, focusing on commercial properties and fund management. Nick provides valuable insights into the current real estate market, the importance of strong partnerships, and the opportunities in niche asset classes.

Key Points Discussed

• From Ministry to Real Estate: Nick’s transition from serving as a college pastor to founding Oak & Vine Capital, illustrating how his experiences shaped his approach to real estate investing.
• Scaling Through Strategic Partnerships: The critical role partnerships have played in Nick’s success, from house hacking to managing large commercial properties.
• Diverse Investment Strategies: Nick’s experience in various asset classes, including multifamily, industrial, and private credit, and how these have contributed to his portfolio’s growth.
• Market Insights and Challenges: Nick’s perspective on navigating the current real estate market, including the impact of interest rates and the importance of market-specific strategies.

Guest Information

• Name: Nick Stromwall

• Role: Founder at Oak & Vine Capital

• LinkedIn: Nick Stromwall

• Website: Oak & Vine Capital

Conclusion

Nick Stromwall’s story is an inspiring example of how purpose-driven investing and strong partnerships can lead to long-term success in real estate. His insights into scaling through strategic partnerships and navigating the complexities of the current market offer valuable lessons for both new and seasoned investors. Connect with Nick on LinkedIn to learn more about his work and the impact of Oak & Vine Capital in the real estate industry.

In this episode of Groundbreakers, Leo Young, Principal at Cornell Communities, joins us to discuss his dynamic journey from working at Tesla to becoming a leading figure in the niche market of manufactured housing communities. Leo shares how his background in finance and real estate, combined with his entrepreneurial spirit, led him to co-found Cornell Communities. He delves into the unique opportunities within mobile home park investments, the challenges of managing these properties, and the social impact that drives his work.

Key Points Discussed

• Career Transitions: Leo’s journey from Tesla’s sales team to co-founding Cornell Communities, highlighting the transferable skills and mindset shifts that helped him succeed in real estate.
• Investing in Mobile Home Parks: The strategic reasons behind choosing manufactured housing communities as an investment focus, including their recession-resilient nature, supply constraints, and high cash flow potential.
• Operational Challenges and Social Impact: The complexities of managing mobile home parks, dealing with municipalities, and enhancing community quality of life through thoughtful improvements and strong management practices.
• Niche Market Expertise: The importance of going deep into a specific asset class and how Cornell Communities’ focus on mobile home parks positions them uniquely in the real estate market.

Guest Information

Name: Leo Young

Role: Principal at Cornell Communities

LinkedIn: Leo Young

Website: Cornell-communities.com

Conclusion

Leo Young’s insights into the world of mobile home park investments offer a unique perspective on the intersection of social good and economic opportunity. His story is an inspiring example of how strategic career transitions and a focus on niche markets can lead to long-term success in real estate. Connect with Leo on LinkedIn to learn more about his work and the impact of Cornell Communities in the affordable housing space.

In this episode of Groundbreakers, Michael Sambrowsky, CEO and Founder of A-Class Investments, shares his entrepreneurial journey from a young stock market enthusiast to a successful real estate investor. Michael discusses how his early experiences shaped his approach to investing, the challenges he faced managing properties during the COVID-19 pandemic, and his innovative strategies for investing in niche markets such as housing for recovering addicts. He also provides insights into balancing multiple business ventures, including his ventures in car rentals through Turo and a helicopter charter company.

Key Points Discussed

• Entrepreneurial Beginnings: Michael’s journey started with an early interest in the stock market, leading to his first real estate purchase after viewing over 100 properties.
• Investing in Niche Markets: Michael’s strategy of investing in properties rented to recovering addicts, supported by government-backed rent payments, and the importance of selecting the right locations for these investments.
• Expanding Business Ventures: How Michael manages multiple businesses, including his car rental company leveraging Tesla vehicles on Turo, and his helicopter charter business catering to clients in the tri-state area.
• Real Estate Market Insights: Michael’s perspective on the current real estate market in New Jersey, Florida, and upstate New York, and how high interest rates are impacting property investment.
• Overcoming Challenges: The importance of trusting your instincts, taking calculated risks, and learning on the job to succeed as an entrepreneur.

Guest Information

Name: Michael Sambrowsky

Role: CEO and Founder at A Class Investments

LinkedIn: Michael Sambrowski

Conclusion

Michael’s story is a testament to the power of entrepreneurial spirit, resilience, and the willingness to dive into the unknown. His experiences in real estate and beyond offer valuable lessons for aspiring investors and entrepreneurs alike. Connect with Michael on LinkedIn to learn more about his journey and the innovative strategies he’s using to build wealth and community through A-Class Investments.

In this episode of Groundbreakers, Aundre Oldacre, Managing Partner at AoRa Development, shares his expertise on sustainability in real estate development. He delves into innovative technologies and renewable energy sources that enhance efficiency and profitability in their projects. Aundre discusses modular construction, retrofitting existing buildings, leveraging financial incentives, and the importance of timing in real estate investing.

Key Points Discussed

• Sustainable Practices in Real Estate: Aundre emphasizes AoRa Development’s commitment to sustainability through the integration of innovative technologies and renewable energy sources.
• Modular Construction: The benefits of modular construction, including cost savings, faster timelines, better quality, and streamlined management.
• Retrofitting Buildings: Enhancing sustainability in existing buildings with energy-efficient systems like geothermal heating, wastewater recovery, and solar facades.
• Financial Incentives: Utilizing PACE financing and Energy Service Agreements to fund sustainable upgrades, making projects economically viable.
• High Vacancy Rates and Property Prices: Opportunities in cities like New York City to repurpose office spaces into residential units due to high vacancy rates and lower property prices.
• Adaptive Reuse: The concept of converting underutilized office spaces into residential units to address high vacancy rates and support sustainability goals.
• Timing in Real Estate Investing: The importance of taking action and getting started, rather than waiting for the perfect deal, and the potential benefits of purchasing properties during times of high interest rates.

Guest Information

• Name: Aundre Oldacre
• Role: Managing Partner at AoRa Development
• Website: Aora Development

Conclusion

Aundre's insights underscore the significance of sustainability in real estate development and how innovative technologies can drive efficiency and profitability. His perspectives on modular construction, retrofitting, and the strategic timing of investments provide valuable lessons for real estate investors. Visit AoRa Development’s website to learn more about their sustainable development projects and initiatives.

In this episode of Groundbreakers,, Anthony Gair, founder of Wooded Oaks Capital Partners, shares his journey from starting in real estate in 2019 to transitioning to larger multifamily deals. He discusses the importance of mentors, networking, and the challenges of raising equity for deals.

Key Points Discussed

• Anthony's journey from single-family homes to commercial multifamily.
• The importance of networking, mentorship, and hiring a coach in real estate investing.
• Strategies for due diligence on deals and the challenges of raising equity.
• Wooded Oaks' investment thesis focusing on larger multifamily properties.
• The significance of relationships in competing for deals and always be raising capital.
• Advice on balancing a full-time job with real estate investing and the value of mentorship.

Guest Information

• Name: Anthony Gair
• Role: Founder and Managing Partner of Wooded Oaks Capital Partners
• Website: Wooded Oaks Capital Partners

Conclusion

• Anthony's story highlights the importance of mentorship, networking, and continuous learning in the real estate industry. His insights on raising equity, building relationships, and balancing a full-time job with investing provide valuable lessons for aspiring real estate investors. Visit Wooded Oaks Capital Partners' website to learn more about their investment strategies and initiatives.

In this episode of the podcast, Eric Brody, Founder & Principal at ANAX, shares his journey from construction and development to venturing into the tech-enabled capital advisory space. He discusses the challenges he faced, the lessons he learned, and the strategies he implemented to navigate the real estate market successfully.

Key Points Discussed:

• Eric's journey from college to becoming a successful real estate developer and entrepreneur.
• The impact of the COVID-19 pandemic on Eric's business and the lessons learned from facing adversity.
• The transition from real estate development to capital advisory services at Annex.
• The importance of understanding the perspectives of lenders and investors in real estate transactions.
• Eric's advice on being self-aware, meditating, and understanding one's own shadow to navigate challenges effectively.

Guest Information

• Eric Brody
• Position: Founder & Principal at ANAX
• Website: ANAX

Conclusion:

• Eric's story serves as a testament to the resilience and adaptability required in the real estate industry. His advice on self-awareness, storytelling, and understanding market dynamics provides valuable insights for aspiring entrepreneurs and real estate professionals. Stay tuned for more inspiring stories and insights on future episodes of the podcast.

Key Points:

• Zach discusses the history and evolution of the prop tech industry, emphasizing the importance of innovation and efficiency in the built environment.
• He shares his personal journey, from working in real estate to investment banking to founding Metaprop.
• Zach highlights the significance of AI in prop tech, particularly in areas like leasing, maintenance, and entitlements.
• He provides valuable advice for founders, focusing on the balance between sales, product, and marketing in go-to-market strategies.
• Zach emphasizes the importance of finding a "power niche" in one's career and being confident in it.

Guest Information:

• Name: Zach Aarons
• Position: Co-founder and General Partner at Metaprop
• Website: Metaprop

Links:

• Metaprop Website
• PropTech 101: Turning Chaos into Cash - A Real Estate Innovation

Closing Remarks: For more insights into the prop tech industry and valuable advice for early stage founders, be sure to check out this episode featuring Zach Aarons from Metaprop. Visit the Metaprop website for research and updates on the latest trends in prop tech.

Tem reflects on the challenges he faced in the early days of his business, including the struggle to find a sustainable growth system and the importance of creating a great wiki or knowledge base for onboarding new team members. He also discusses the pivotal moment that led to a major shift in their business model, transitioning to a subscription-based offer that has transformed their revenue stream.

Throughout the episode, Tem provides valuable insights into workspace design methodology, the importance of intentional communication and organization within a company, and the impact of efficient workflows on productivity and employee experience. He also shares practical advice for founders and teams looking to optimize their internal processes and scale their businesses effectively.

To learn more about Tem and Optemization, visit their website at https://optemization.com/. Additionally, Tem also recently launched a YouTube channel called Tem's Tools, where he discusses tools like Notion and shares tips on health and productivity. Don't miss out on this insightful conversation with a true Groundbreaker in the tech consultancy space.

Sara co-founded SiteTrace with three friends from Stanford, where they initially aimed to create a task management solution for general contractors. Through multiple pivots, they eventually focused on materials management for the sheet metal industry, a niche chosen for its complexity and significant pain points around procurement and scheduling. Sara emphasizes the importance of shadowing customers on-site to gain deep insights and the value of building for a niche while remaining open to expansion.

In this episode, Sara shares key learnings and advice:

• Customer Discovery: Shadowing customers to understand their workflows and pain points.
• Building for a Niche: The benefits and challenges of focusing on a specific industry segment.
• Speed and Spending: The need for startups to move quickly, embrace early product imperfections, and invest wisely in critical areas.

After SiteTrace was acquired, Sara transitioned to Kojo, where she now works as a Product Manager. At Kojo, she focuses on improving user engagement and appreciates the balance of autonomy and structure that allows her to leverage her startup experience within an established product framework.

Sara also reflects on the construction tech industry's potential for impact and the exciting trends shaping its future. While she remains open to future entrepreneurial ventures, her experiences have set a higher bar for re-entering the startup world.

Tune in to this episode to hear Sara's valuable insights and advice for navigating the uncertainties of entrepreneurship, fostering creative thinking, and enjoying the journey. Whether you're an aspiring entrepreneur or an established founder, Sara's story will inspire and guide you on your path.

To learn more visit:

GSP REI: https://gsprei.com/

Peter Neill: https://www.linkedin.com/in/peter-neill-gsprei/

In this episode of Groundbreakers, we sit down with Patrick Traynor, Managing Director of Gamma Income. Patrick shares his journey from corporate finance to real estate investing, offering valuable insights into building passive income and financial independence. He discusses the challenges and successes of running a private equity fund focused on hotels, storage, and apartment buildings.

Join us as we delve into Patrick's career journey, the process of building a real estate portfolio, and the importance of team building in the industry. Discover the strategies and advice he offers for early-stage founders and real estate investors looking to achieve success in their careers.

Connect with Patrick Treynor:

• LinkedIn: Patrick Treynor

• Gamma Income