Zen and the Art of Real Estate Investing
What if you could learn from experienced real estate investors, find out what got them to where they are now, get insight into their daily habits, and take these insights to inspire your own growth? That’s what each episode of Zen and the Art of Real Estate Investing brings. Hosted by Jonathan Greene, a real estate investor for more than 30 years, as well as advisor and coach, the founder of Streamlined Properties and the Team Leader of Streamlined Properties, brokered by Real, every episode is an in-depth look at the mindful approach to real estate investing. If you are looking to start from scratch, get to the next level, or just for a straightforward and honest approach to real estate investing, Zen and the Art of Real Estate Investing is the free mentorship program you can take with you anywhere.
info_outline
270: The Ins and Outs of Real Estate Fund Administration with Mike Zane
08/21/2025
270: The Ins and Outs of Real Estate Fund Administration with Mike Zane
In this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Mike Zane, a real estate fund administrator at Lexcraft Advisors who specializes in supporting fund managers through the complexities of launching, managing, and scaling investment funds. With a background in accounting and years of experience working inside and alongside real estate funds, Mike offers a clear look at how fund administration works and why it’s critical to an investor’s long-term success. Mike explains that many investors underestimate the operational and compliance demands of running a fund. From regulatory filings and investor communication to accurate financial reporting, fund administration is more than bookkeeping. It’s a system that keeps funds running smoothly and legally. He and Jonathan discuss the differences between starting a fund as a new manager versus transitioning from syndications, the importance of building strong investor relationships through transparency, and the role of a fund administrator in protecting both the manager and the investors. They also cover why newer managers often underestimate the time and resources needed to manage a fund, how to streamline back-office operations without sacrificing accuracy, and the potential pitfalls of trying to handle everything yourself. Mike shares advice for setting up a fund correctly from the start, including knowing when to bring in outside help, the technology tools that make administration more efficient, and how proactive reporting can boost investor confidence. For anyone considering starting a real estate fund or enhancing the one they already manage, this episode breaks down the process into manageable parts. It highlights the support systems that make the difference between chaos and control. In this episode, you will hear: The core responsibilities of a real estate fund administrator The differences between launching a fund and running syndications How proactive communication builds trust with investors Common mistakes new fund managers make in operations and compliance Why streamlined processes are crucial for scaling successfully Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Lexcraft Advisors website - Connect with Mike Zane on LinkedIn - Website - YouTube - Instagram - Instagram - TikTok - Zillow - Bigger Pockets - Facebook - Email - Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
/episode/index/show/02c30127-f3cd-49a5-9336-8cd46bd05006/id/37881775
info_outline
269: How To Start Living Off Rentals with Kirby Atwell
08/18/2025
269: How To Start Living Off Rentals with Kirby Atwell
In this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Kirby Atwell, an Army veteran, real estate investor, and host of the Living Off Rentals podcast. Kirby’s journey from military service to financial freedom offers a practical roadmap for investors seeking a sustainable, high-cash-flow strategy. Kirby’s interest in real estate began in 2006 while stationed in El Paso, Texas, after reading “Rich Dad Poor Dad.” His first purchase, a turnkey property across the street, sparked a career that would include multiple rental acquisitions before leaving the Army in 2011. Initially, Kirby built a high-volume house-flipping business, completing around 75 projects in five years. While the operation looked successful from the outside, the overhead, contractor management, and constant pressure to “feed the machine” made it an unsustainable treadmill. Recognizing that his initial goal was freedom, not endless hustle, Kirby pivoted. After a short return to corporate work, he began acquiring long-term rentals in Northwest Indiana. A chance experiment, turning a basement apartment into an Airbnb, netted $22,000 in one summer, far exceeding the annual income from some of his long-term units. This discovery led him to transition entirely to short-term rentals, focusing on modestly priced multi-unit properties that could also work as long-term rentals if needed. Kirby now manages 39 short-term rental listings, primarily clustered near Michigan City and Valparaiso, Indiana, with additional properties in southwest Florida. By concentrating on one region before expanding, he built economies of scale in operations, supply management, and cleaning services. His strategy centers on risk-averse investing—buying affordable properties in areas with steady demand drivers, from national parks to local universities—while maintaining the flexibility to pivot between rental strategies. Jonathan and Kirby discuss the power of “reps” in real estate, why clustering investments boosts efficiency, and how to vet short-term rental opportunities by analyzing local competition. Kirby also shares his process for furnishing units cost-effectively, his rule of thumb for net returns (1% of purchase price monthly), and the importance of avoiding over-leverage. Today, through his Living Off Rentals platform, Kirby coaches other investors to build similar portfolios. His philosophy combines conservative acquisition criteria with creative income strategies, allowing investors to create both cash flow and long-term equity without the burnout of high-volume flipping. In this episode, you will hear: The importance of taking action before having everything figured out Why scaling a flipping business often leads to burnout and thin margins How an experimental basement Airbnb reshaped Kirby’s investing approach The advantages of clustering short-term rentals in one market Identifying risk-averse properties with strong cash flow potential Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Living Off Rentals website - Living Off Rentals on YouTube - Find Living Off Rentals on Facebook - Living Off Rentals on Instagram - Connect with Kirby Atwell on LinkedIn - Living Off Rentals on TikTok - 4 Steps to Living Off Rentals - Website - YouTube - Instagram - Instagram - TikTok - Zillow - Bigger Pockets - Facebook - Email - Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
/episode/index/show/02c30127-f3cd-49a5-9336-8cd46bd05006/id/37839410
info_outline
268: Designing and Operating a Boutique Wellness Resort with Diana Ossa and Josh Dobken
08/14/2025
268: Designing and Operating a Boutique Wellness Resort with Diana Ossa and Josh Dobken
In this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Diana Ossa and Josh Dobken to discuss the creation of their boutique wellness resort in Palm Springs. As a couple with a shared vision for conscious living, they transformed their dream into a real estate venture focused on wellness, sustainability, and community. Diana and Josh walk through the real estate challenges and rewards of developing in a foreign country. They talk about their approach to design and development, why they chose Palm Springs, and how they’re creating a guest experience that’s intimate, personalized, and grounded in nature. Their project isn’t just about hospitality. It’s about building something that reflects their values and lifestyle. Jonathan explores how they approached the design process, from layout to material selection, and how they balanced the creative aspects with logistical and financial realities. They also discuss the importance of timing, trusting their instincts, and building a brand that speaks to a like-minded audience. Their story offers a firsthand look at how intentional living and real estate investment can align. This episode is an honest and inspiring look at what it takes to create a boutique experience that blends business with purpose. In this episode, you will hear: Designing a resort around wellness, simplicity, and intentionality Bringing a personal lifestyle vision to life through real estate Prioritizing community, sustainability, and guest experience in every decision The power of trusting intuition and moving at a deliberate pace Lessons from shifting careers into hospitality development Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Design - Invest website - Design - Invest on Instagram - Terra Palm Springs website - Terra Palm Springs on Instagram - Website - YouTube - Instagram - Instagram - TikTok - Zillow - Bigger Pockets - Facebook - Email - Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
/episode/index/show/02c30127-f3cd-49a5-9336-8cd46bd05006/id/37792790
info_outline
267: Investing in Real Estate From a Position of Strength with Scott Trench
08/11/2025
267: Investing in Real Estate From a Position of Strength with Scott Trench
In this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Scott Trench, former CEO of BiggerPockets, co-host of the BiggerPockets Money podcast, and author of “Set for Life.” Their conversation dives into how Scott achieved financial independence through real estate and frugality, and how new investors can build the confidence and skills to invest from a position of strength. Scott shares how his own path began with house hacking and strict expense management while working as a financial analyst. These early habits laid the foundation for his first duplex purchase and ultimately his real estate success. He explains that the core pursuit behind investing for most people isn’t financial wealth. It’s time freedom. Real estate offers one of the most accessible paths to achieve that, especially for everyday Americans with median incomes. The conversation highlights the importance of personal accountability and developing an in-person community. While online education has its place, Scott emphasizes the lasting value of learning from real people, joining masterminds, and taking action on knowledge, not just theory. He also explains how engaging directly with tenants, even when difficult, builds the playbook necessary for long-term success. Jonathan and Scott discuss why now might actually be an excellent time to buy, especially in smaller multifamily sectors. While high interest rates have sidelined many investors, price adjustments in certain markets have created new windows of opportunity. Scott reflects on his experience with both direct ownership and passive investing in syndications, candidly sharing why he prefers the control and reliability of local real estate over national trends. They also touch on the FIRE (Financial Independence, Retire Early) movement and what early retirement actually means. For Scott, financial freedom isn’t about never working again. It’s about creating more choices. He encourages listeners to ignore the noise, avoid overpriced guru programs, and focus instead on sustainable investing strategies that fit their lives. Throughout the episode, Scott keeps the advice actionable. He urges new investors to think critically, avoid fads, and build a strong foundation through frugality, education, and reps in the field. Whether you’re house hacking, looking at syndications, or considering commercial opportunities, the key is to approach each decision with discipline and awareness. The ultimate goal? Gaining control over your time, finances, and future. In this episode, you will hear: The mindset shift that turned Scott Trench from employee to investor Why house hacking creates a low-risk way to build skills and equity Where many new investors get stuck and how to get unstuck The importance of being a transparent and human landlord Strategies Scott uses to handle difficult tenants without evictions The hidden value of investor forums and local meetups Why it’s smart to stay skeptical of real estate fads The case for small multifamily in today’s market Scott’s view on FIRE and time freedom as the real end goal Ways to assess college vs. trade school from an ROI perspective Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: BiggerPockets website - BiggerPockets on YouTube - Find BiggerPockets on Facebook - Scott Trench’s Instagram - Connect with Scott on LinkedIn - Scott’s TikTok - Website - YouTube - Instagram - Instagram - TikTok - Zillow - Bigger Pockets - Facebook - Email - Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
/episode/index/show/02c30127-f3cd-49a5-9336-8cd46bd05006/id/37739680
info_outline
266: How To Get Steadier Returns and Less Volatility Through Real Estate with Daniel Angel-Mejia
08/07/2025
266: How To Get Steadier Returns and Less Volatility Through Real Estate with Daniel Angel-Mejia
In today’s episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Daniel Angel-Mejia, managing partner at Apex Investments, for a conversation about sustainable real estate growth, building solid operations, and finding your way into development the smart way. Daniel brings international experience and a background in finance to his work in residential real estate, combining strategic planning with on-the-ground execution to drive long-term returns. Daniel’s investing career began in Colombia, working with institutional clients before moving to the U.S. and landing in Atlanta. Initially focused on single-family fix-and-flips, he gradually shifted toward building portfolios, multifamily acquisitions, and now, ground-up residential development. He explains how this progression unfolded, the importance of starting where you are, and why consistency beats shortcuts when trying to scale. One of the key themes of this episode is building vertically integrated operations for long-term efficiency. Daniel shares why his team is transitioning property management in-house, even before hitting massive scale, and how that decision aligns with their larger strategy. He also breaks down how he and his partner approach market selection, development planning, and build-to-rent (BTR) versus for-sale projects. Jonathan and Daniel discuss how communication with tenants and communities plays a role in stabilizing properties, particularly when repositioning mom-and-pop multifamily assets. Daniel explains how they’ve created win-win situations by being transparent, planning thoughtfully, and offering quality upgrades that residents appreciate. Whether you're early in your investing journey or ready to shift into development and management, Daniel’s experience offers a clear-eyed look at what it takes to build durable, profitable systems that adapt to changing market conditions. In this episode, you will hear: How Daniel Angel-Mejia shifted from international investing to U.S. residential development What his early single-family flips taught him about scaling responsibly Why his team is moving toward full vertical integration with property management Ways tenant communication affects long-term occupancy and turnover How Apex Investments is growing its build-to-rent portfolio in the Atlanta market Lessons learned from working with both institutional and mom-and-pop sellers Operational changes that make small-scale developments more efficient The importance of staying specialized while remaining open to future opportunities Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Apex Development Group website - Apex Development on Facebook - Find Apex on Instagram - Connect with Apex on LinkedIn - Website - YouTube - Instagram - Instagram - TikTok - Zillow - Bigger Pockets - Facebook - Email - Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
/episode/index/show/02c30127-f3cd-49a5-9336-8cd46bd05006/id/37693590
info_outline
265: Unlocking Tax Incentives for Real Estate Investors with Gian Pazzia
08/04/2025
265: Unlocking Tax Incentives for Real Estate Investors with Gian Pazzia
In today’s episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Gian Pazzia, chairman and chief strategy officer of KBKG and a pioneer in the cost segregation field. With more than 25 years of experience, Gian has worked on everything from casinos to single-family rentals. He breaks down how real estate investors can legally and strategically use tax incentives, especially cost segregation and bonus depreciation, to significantly reduce taxable income and increase buying power. Gian explains how cost segregation allows real estate investors to accelerate depreciation, what types of assets qualify, and why even single-family rentals can benefit from the strategy. He also highlights the importance of working with credentialed cost segregation professionals, not just general CPAs, to avoid errors and IRS scrutiny. The conversation moves beyond cost segregation into estate planning, bonus depreciation, short-term rental strategies, and how real estate professional status can shift an investor’s entire tax position. Gian shares how he and his wife use these strategies in their own 40-unit portfolio, where she handles active management to qualify for real estate professional tax benefits. From legacy wealth to smarter tax planning, Gian outlines the tax tools that real estate investors often overlook, whether due to skepticism, lack of awareness, or misinformation. His deep expertise makes this a must-listen for anyone serious about optimizing real estate returns through better tax strategy. In this episode, you will hear: Ways cost segregation accelerates depreciation to maximize early returns How paper losses can offset income while keeping cash flow intact Benefits tied to the return of 100% bonus depreciation in 2025 The strategic tax edge of owning and managing short-term rentals Property types that yield the strongest cost segregation outcomes The link between estate planning and the timing of depreciation What to consider when selecting a qualified cost seg partner How real estate professional status transforms tax exposure Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: KBKG website - KBKG on YouTube - KBKG’s Facebook page - Find Gian Pazzia on Instagram - Connect with Gian on LinkedIn - KBKG on X - Website - YouTube - Instagram - Instagram - TikTok - Zillow - Bigger Pockets - Facebook - Email - Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
/episode/index/show/02c30127-f3cd-49a5-9336-8cd46bd05006/id/37641095
info_outline
264: Building Real Estate Wealth Through Rental Properties with Joel Miller
07/31/2025
264: Building Real Estate Wealth Through Rental Properties with Joel Miller
In today’s episode of Zen and the Art of Real Estate Investing, Jonathan sits down with experienced investor and author Joel Miller, who has spent nearly five decades building wealth through rental properties. Joel walks through his early days as a mobile DJ, his accidental path into real estate, and how he grew a portfolio of rentals, flipped over 100 houses, and became a trusted hard money lender in his community. Joel shares his unique perspective on incorporating real estate into an existing career without sacrificing a passion or day job. He emphasizes that real estate doesn’t have to be all or nothing. It can be a powerful supplement to whatever you're already doing. He also breaks down the value of education, long-term thinking, and community involvement through local investor associations. The episode dives into Joel’s practical framework for sustainable investing, highlighting the critical role of tenant selection, relationship-driven lending, and maintaining high property standards. As an educator and leader in his regional landlord association, Joel also explains how building trust with fellow investors and tenants creates long-term results. His book, “Build Real Estate Wealth: Enjoy the Journey of Rental Property Investment,” is a comprehensive guide that combines mindset, math, strategy, and best practices for anyone interested in rentals, whether part-time, full-time, or somewhere in between. From managing expectations to preparing personal financial statements and structuring deals, Joel’s approach is rooted in decades of firsthand experience. Whether you're just getting started or trying to avoid the mistakes new landlords often make, Joel offers clarity, candor, and the tools to build a long-lasting business through real estate. In this episode, you will hear: Joel’s method for building a rental portfolio alongside a full-time career Ways strong tenant screening sets the foundation for long-term success Approaches to investing in small multifamily properties with upside potential How personal relationships support deal flow and private lending The benefits of joining local investor associations and staying engaged Key practices that experienced landlords use to protect cash flow Tips for preparing your financials and being ready to act on a good deal Lessons from flipping 100+ homes and lending to local investors Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Joel Miller’s website - Find Joel on Facebook - Joel’s Instagram - Connect with Joel on LinkedIn - Joel on X - Get Joel Miller’s book - Website - YouTube - Instagram - Instagram - TikTok - Zillow - Bigger Pockets - Facebook - Email - Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
/episode/index/show/02c30127-f3cd-49a5-9336-8cd46bd05006/id/37595750
info_outline
263: How To Become The Most Trusted Home Buyer In Your Town with Nick Disney
07/28/2025
263: How To Become The Most Trusted Home Buyer In Your Town with Nick Disney
In today’s episode of Zen and the Art of Real Estate Investing, Jonathan speaks with Nick Disney, founder of Sell My San Antonio House. Nick built a thriving home-buying business by focusing on what matters most—helping sellers solve real problems, not just pitching offers. He guides listeners through the transformation from a small-scale side hustler to one of the most trusted local investors in Texas, prioritizing trust, consistency, and problem-solving over quick profits. Nick shares how he launched his business with a few flips and grew it through consistent marketing and relationship-building. He explains why direct-to-seller deals remain his preferred approach, how personalized service helps build long-term credibility, and why his model centers on solving seller pain points rather than rushing to close. Instead of scaling recklessly or chasing short-term wins, Nick’s long-term strategy includes owner financing, portfolio cash flow, and a reputation rooted in doing right by sellers. He and Jonathan break down the most overlooked aspects of becoming a reputable local home buyer, including the importance of listening, the pitfalls of guru-style real estate training, and how wholesalers can build genuine investor relationships instead of just seeking quick assignment fees. From trash-outs to trust-building, Nick offers a realistic view of what it takes to create a sustainable, respected business in residential real estate, without burning bridges or relying on high-pressure tactics. His focus on long-term thinking, structured cash flow, and serving sellers sets an example for any investor looking to play the game differently. In this episode, you will hear: How Nick transitioned from a day job to a full-time investor What it means to build trust as a local home buyer Nick’s approach to seller conversations that lead to deals Creative strategies for generating consistent lead flow The benefits of owner financing vs. holding rental properties Why wholesalers should prioritize value and relationships Nick’s take on building private lender trust and capital access The importance of knowing your goals before scaling Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Sell My San Antonio House website - Sell My San Antonio House on YouTube - Sell My San Antonio House on Facebook - Nick Disney’s Instagram - Connect with Nick on LinkedIn - Sell My San Antonio House on X - Website - YouTube - Instagram - Instagram - TikTok - Zillow - Bigger Pockets - Facebook - Email - Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
/episode/index/show/02c30127-f3cd-49a5-9336-8cd46bd05006/id/37550010
info_outline
262: Real Estate Investing Lessons From the Mad Scientist of Multifamily with Neal Bawa
07/24/2025
262: Real Estate Investing Lessons From the Mad Scientist of Multifamily with Neal Bawa
In today’s episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Neal Bawa, founder and CEO of Grocapitus and a nationally recognized leader in data-driven real estate investing. Known as the “Mad Scientist of Multifamily,” Neal brings a tech-forward approach to real estate, combining sharp market analysis with a clear-eyed view of risk, strategy, and opportunity. Neal shares how he went from running a tech company in Silicon Valley to building a $660 million real estate portfolio. He breaks down the importance of data modeling, boots-on-the-ground research, and why emotional detachment is critical for success. In 2009, his in-depth analysis revealed a unique opportunity to purchase distressed properties in Madera, California, long before others recognized the potential upside. By pairing his insights with real-world hustle, he secured cash-flowing assets in a down market. The conversation covers more than just the past. Neal outlines today’s market challenges and where he sees opportunities. He explains how rising interest rates, oversupply in Class A markets, and flawed assumptions about cash flow have changed the investment landscape. Through it all, his emphasis remains the same: use data to identify market timing, stay ahead of headlines, and act strategically. Jonathan and Neal also dig into why townhomes have become the most efficient build-to-rent option, how Neal’s team sources land with minimal upfront capital, and why absorption rates—not just occupancy—are the key metric to watch in multifamily. For new and seasoned investors alike, this episode is a masterclass in seeing opportunity where others see risk. In this episode, you will hear: How Neal used data and timing to succeed during the 2009 downturn The importance of combining tech with in-person market validation Tactics for spotting mispriced Class A properties using rent roll analysis Absorption trends as a better indicator than occupancy rates Townhomes as an efficient and scalable build-to-rent solution Land acquisition techniques that limit upfront capital exposure Frameworks for building scalable, data-informed investing systems Market shifts that signal rent growth recovery on the horizon Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Grocapitus website - Multifamily University on YouTube - Neal Bawa on Facebook - Neal’s Instagram - Connect with Neal on LinkedIn - Grocapitus on X - Neal on TikTok - Multifamily University Investor Club - Grocapitus Website – Free eBook: Location Magic – Join Our Investor Club – Website - YouTube - Instagram - Instagram - TikTok - Zillow - Bigger Pockets - Facebook - Email - Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
/episode/index/show/02c30127-f3cd-49a5-9336-8cd46bd05006/id/37507750
info_outline
261: Building Family Offices To Invest and Protect Your Assets with Richard Wilson
07/21/2025
261: Building Family Offices To Invest and Protect Your Assets with Richard Wilson
In today’s episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Richard Wilson, founder and CEO of the Family Office Club, to break down how the ultra-wealthy build, protect, and grow their assets. With more than 100,000 members and 18 years at the helm, Richard has helped thousands of family offices form investment strategies that create generational wealth. The episode opens with a look at what sets billionaires apart from the rest of us, from their appetite for risk to how they move quickly and avoid herd thinking. Richard explains that the most successful investors make bold, independent decisions, act fast, and play a long game within a narrow set of skills or markets. Richard also shares the three-bucket model he teaches for wealth management: public market investments, real estate, and direct investments in the business niche that created the wealth. He walks through how families allocate risk across these buckets and why having asymmetric returns and trust in your operators is crucial. The conversation turns to why the most successful investors don’t chase pitches. They chase relationships. Family offices look for high-quality people, not just high-potential deals. Richard emphasizes that value-added connections, thoughtful deal structuring, and strong mental models are what win attention in a noisy space. He and Jonathan also discuss the importance of fast decision-making, the rise of AI tools to enhance due diligence, and how Richard’s journey from a basement apartment to launching billionaires.com reflects the same lessons he teaches investors: add value first, go deep in your niche, and build something no one else can replicate. In this episode, you will hear: Traits that distinguish billionaire investors from the average high-net-worth individual Ways family offices allocate capital across asset classes The role of trust and consistency in attracting investor interest How asymmetric returns and thoughtful deal structures build long-term wealth Richard’s approach to applying AI tools to improve decision-making Factors that make niche expertise more valuable than broad exposure How fast, focused action drives better outcomes in competitive markets Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Family Office Club website - Centimillionaire Strategies on YouTube - Family Office Club on Facebook - Family Office Club’s Instagram - Connect with Family Office Club on LinkedIn - Richard Wilson on X - Connect with Richard on LinkedIn - Family Office Club’s TikTok - Website - YouTube - Instagram - Instagram - TikTok - Zillow - Bigger Pockets - Facebook - Email - Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
/episode/index/show/02c30127-f3cd-49a5-9336-8cd46bd05006/id/37465855
info_outline
260: Why The Biggest Threat To Housing is Government Interference with Mark Shuler
07/17/2025
260: Why The Biggest Threat To Housing is Government Interference with Mark Shuler
In today’s episode of Zen and the Art of Real Estate Investing, Jonathan speaks with architect and multifamily syndicator Mark Shuler of SGRE Investments about how government regulation continues to hamper housing development across the country. With over 40 years of experience in architecture, urban infill, and multifamily project management, Mark brings a unique dual perspective that blends design expertise with investment strategy. Mark outlines the real-world consequences of permitting delays, inconsistent local regulations, and overreaching planning departments. From Seattle’s 16-month permit timelines to the thousands of dollars in pre-construction fees and reports required, Mark argues that many jurisdictions have made building housing a process only the wealthy can afford. He explains how regulations originally intended to promote equity and safety have often been weaponized by neighborhood groups and local politicians to block development altogether. The conversation also touches on Mark’s early passion for architecture, his transition into real estate investing, and the lessons he has learned from both fields. He discusses what separates smart flippers and operators from amateurs, and how investor capital is best deployed in value-add multifamily projects, especially in markets like Houston, where his firm now manages over 5,000 units. Mark’s take is clear: meaningful housing reform starts with streamlining regulation, not adding more layers. For real estate professionals, investors, and policymakers alike, this episode provides a frank look at what’s stalling housing production and how experienced operators can still build successfully in today’s environment. In this episode, you will hear: How excessive permitting timelines stall development The role of urban planners and their disconnect from real-world construction What developers face in highly regulated markets like Seattle Lessons from Mark’s pivot into real estate investing Common missteps flippers make with permitting and renovation The economics behind value-add multifamily projects How SGRE Investments creates scale and efficiency in competitive markets Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: SGRE Investments website - SGRE Investments on YouTube - SGRE on Facebook - Mark Shuler’s Instagram - Connect with Mark on LinkedIn - Shuler Architecture website - Website - YouTube - Instagram - Instagram - TikTok - Zillow - Bigger Pockets - Facebook - Email - Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
/episode/index/show/02c30127-f3cd-49a5-9336-8cd46bd05006/id/37430585
info_outline
259: Thoughtfully Structured Alternative Investments Designed For Long-Term Success with Brad Johnson
07/14/2025
259: Thoughtfully Structured Alternative Investments Designed For Long-Term Success with Brad Johnson
In today’s episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Brad Johnson, co-founder and Chief Investment Officer of Vintage Capital. With over $3.3 billion in commercial real estate transactions under his belt, Brad brings a deep well of experience in structuring long-term, risk-adjusted investments, especially in the mobile home park space. Brad’s journey into real estate began in his twenties, when he and his friends started buying single-family rentals with profits from a startup. Over time, he transitioned from remote investing to institutional asset management, eventually discovering the opportunity-rich world of mobile home parks. What began as curiosity evolved into a nationwide operation of 2,300 pads. Brad and Jonathan explore what makes mobile home parks uniquely positioned for stable, long-term returns. They discuss the operational demands of the asset class, why infrastructure and capital reserves are essential, and how seller relationships shape acquisitions in this niche market. Brad emphasizes that these often-misunderstood communities fill a critical need in the affordable housing landscape. You’ll also hear how Brad built trust with mom-and-pop sellers, scaled a portfolio through reputation and consistent deal flow, and developed the ability to underwrite quickly and confidently. His firm’s approach to long-term holds, tax efficiency, and conservative underwriting stands in contrast to the high-leverage, short-term mindset that has tripped up many investors in recent years. Whether you're an experienced investor or exploring alternatives to traditional real estate assets, Brad’s perspective highlights the importance of patience, structure, and choosing the right operating partners. In this episode, you will hear: Brad’s early path from startup founder to long-term investor Lessons from managing over 2,000 mobile home park pads How infrastructure and reserves impact mobile home park performance Ways reputation and follow-through win deals in tight-knit markets Why tax advantages make long-term holds more attractive The pitfalls of chasing high IRRs with short-term strategies What separates strong operators from struggling syndicators Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Vintage Capital website - Connect with Brad Johnson on LinkedIn - Website - YouTube - Instagram - Instagram - TikTok - Zillow - Bigger Pockets - Facebook - Email - Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
/episode/index/show/02c30127-f3cd-49a5-9336-8cd46bd05006/id/37366050
info_outline
258: Helping Investors Build Wealth Through Multifamily Real Estate with Andrew Cushman
07/10/2025
258: Helping Investors Build Wealth Through Multifamily Real Estate with Andrew Cushman
In today’s episode of Zen and the Art of Real Estate Investing, Jonathan interviews Andrew Cushman, founder of Vantage Point Acquisitions, to explore the evolution of his investing career and how he helps others build wealth through multifamily real estate. After leaving a stable career in chemical engineering in 2007, Andrew made a bold leap into house flipping and eventually multifamily investing, where he has now syndicated or repositioned over 3,000 units. Andrew explains why flipping quickly became unsustainable for him and his wife, and how they transitioned into multifamily with the help of a mentor. His first apartment deal was a 92-unit building, and although it was far from easy, that launch laid the groundwork for the portfolio and investor network he manages today. With an approach rooted in long-term thinking, strategic geographic focus, and patient underwriting, Andrew shares how his firm continues to navigate uncertain markets without sacrificing performance or investor trust. Jonathan and Andrew cover factors in evaluating multifamily deals, like tenant demographics, hold timelines, and operator experience, and why many of the syndication struggles happening now can be traced to poor management and unrealistic expectations. They discuss the importance of investor education, the illusion of passive income, and the mindset shifts that make syndications work. This conversation underscores the importance of a disciplined approach to underwriting, market selection, and investor relations in driving sustainable growth, even during unpredictable economic cycles. For anyone considering multifamily investing, whether actively or passively, Andrew offers a realistic and clear-headed perspective on what it takes to succeed. In this episode, you will hear: Andrew’s path from chemical engineer to multifamily operator Lessons from scaling a portfolio beyond 3,000 units The value of mentorship in launching a real estate career What separates reliable operators from risky ones Ways investor communication supports long-term trust Red flags that emerged in syndications post-2020 How regional focus contributes to stronger performance Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Vantage Point Acquisitions website - Vantage Point Acquisitions podcast - Connect with Andrew Cushman on LinkedIn - Website - YouTube - Instagram - Instagram - TikTok - Zillow - Bigger Pockets - Facebook - Email - Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
/episode/index/show/02c30127-f3cd-49a5-9336-8cd46bd05006/id/37338705
info_outline
257: Creating Risk-Adjusted, Tax-Advantaged Returns Through Real Estate with Austin Masket
07/07/2025
257: Creating Risk-Adjusted, Tax-Advantaged Returns Through Real Estate with Austin Masket
In today’s episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Austin Masket, founder and Chief Investment Officer of Riverly Capital. With a background as a commercial broker and portfolio manager for a family office, Austin brings a seasoned and data-driven approach to multifamily investing and distressed debt acquisition. His firm focuses on creating risk-adjusted, tax-advantaged returns in key U.S. markets like Denver, Atlanta, and Phoenix. Austin’s early exposure to real estate came from his family, but his professional foundation was shaped at Marcus & Millichap. That experience gave him direct access to institutional-level underwriting, which later informed his strategy as a portfolio manager. Now at Riverly Capital, he specializes in acquiring multifamily assets and distressed debt with a sharp eye on entry point, tenant demographics, and economic cycles. Jonathan and Austin break down how missteps in the last economic cycle, especially during the COVID-era boom, created today’s distressed opportunities. They discuss the mismatch between cap rates and interest rates, why overleveraged syndications are struggling, and how Austin’s team identifies assets with true upside. Austin explains how Riverly uses deal-by-deal capital raising to maintain discipline, and why chasing volume can lead to trouble. The episode also explores Austin’s outlook for the next market cycle. He walks through supply and demand imbalances, the coming drop in new construction deliveries, and how strategic acquisition of non-performing debt offers a short-term window for experienced investors. For those focused on buying right and building durable returns, this conversation highlights the benefits of in-depth analysis, patient capital, and understanding where the market is headed, not just where it has been. In this episode, you will hear: Lessons Austin Masket carried over from brokerage into asset management The mechanics behind acquiring and working out distressed debt How overleveraged deals from the COVID boom are unraveling The appeal of Class B and C multifamily assets in today’s market Entry strategies that favor strong tenant bases and proven demand Why patient capital and disciplined underwriting lead to stronger returns What makes debt acquisition a strategic move in a tightening cycle Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Riverly Capital website - Riverly Capital on Facebook - Connect with Austin Masket on LinkedIn - Website - YouTube - Instagram - Instagram - TikTok - Zillow - Bigger Pockets - Facebook - Email - Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
/episode/index/show/02c30127-f3cd-49a5-9336-8cd46bd05006/id/37274385
info_outline
256: How To Maximize Multifamily Net Operating Income Using Onsite Solar with Owen Barrett
07/03/2025
256: How To Maximize Multifamily Net Operating Income Using Onsite Solar with Owen Barrett
In this episode of Zen and the Art of Real Estate Investing, Jonathan speaks with Owen Barrett, founder and CEO of Shine, a solar company built by apartment owners for apartment owners. With a background in finance and clean energy, Owen brings a pragmatic and results-driven mindset to a traditionally misunderstood corner of multifamily investing—onsite solar energy. Owen shares how his first exposure to real estate came after achieving financial independence through his solar ventures. Instead of starting small, he jumped into a 64-unit building, testing how large-scale solar could be layered into multifamily investment. That experience, although imperfect, helped shape Shine’s business model: targeting properties with 100+ units where solar not only benefits the environment but also boosts returns. Jonathan and Owen examine the financial mechanics of solar energy in multifamily properties, from cost segregation and tax credits to NOI increases and tenant retention. Owen explains how Shine’s proprietary software allows solar installations to serve individually metered units, a longstanding challenge in the space. He also breaks down how syndicators and institutional investors approach solar differently, and why understanding your audience is key when pitching value-add improvements. Owen emphasizes that solar is not about selling environmental benefits. It’s about improving the bottom line. But the secondary benefits, such as tenant retention, lower utility inflation, and greater resilience during energy volatility, add long-term value. For syndicators and operators seeking to future-proof their assets, this conversation is packed with strategic thinking, cost-saving tactics, and clear-eyed lessons from someone who installs what he owns. In this episode, you will hear: How Owen Barrett transitioned from solar to multifamily real estate Using solar to increase NOI and attract investors Cost segregation, tax credits, and depreciation benefits Why roof condition is a make-or-break factor for installations The difference in decision-making between syndicators and institutions Leveraging solar to reduce tenant utility costs and turnover The reason early due diligence makes or breaks solar ROI Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Shine website - Connect with Owen Barrett on LinkedIn - Website - YouTube - Instagram - Instagram - TikTok - Zillow - Bigger Pockets - Facebook - Email - Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
/episode/index/show/02c30127-f3cd-49a5-9336-8cd46bd05006/id/37243460
info_outline
255: Rebuilding Communities and Redeveloping Housing with Peter Neill
06/30/2025
255: Rebuilding Communities and Redeveloping Housing with Peter Neill
In today’s episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Peter Neill, co-founder and partner at GSP REI, for a conversation that blends capital raising, real estate development, and a commitment to rebuilding underserved communities. Peter shares how he moved from a sales and marketing role at a distressed mortgage firm to managing funds focused on affordable and workforce housing throughout the Mid-Atlantic. Along the way, he discovered that long-term success in real estate hinges on experience, consistency, and assembling the right team. Peter reflects on early lessons—managing his first duplex, working alongside seasoned mentors, and learning to value communication as much as capital. His partnership with Ron, a builder with decades of experience, provided Peter with a clear understanding of the construction side of real estate, which is crucial when repositioning distressed single-family homes for long-term rental. Together, their team redevelops blighted homes in cities such as Philadelphia, Baltimore, and parts of South Jersey, focusing on high-quality work and sustainable investment returns. Throughout the episode, Jonathan and Peter discuss the challenges of raising private capital in today’s market, why marketing alone is insufficient without execution, and how Peter’s team utilizes vertical integration to manage construction and property oversight internally. The conversation underscores the importance of knowing your market, especially when working in workforce housing, where local demand and regulation can make or break a deal. They also talk about investor education, red flags in the capital-raising world, and why transparency and authenticity build more trust than flashy pitch decks. Peter emphasizes staying close to the work, whether that means walking properties, managing renovations, or talking to tenants. As someone who raises funds and executes deals, he believes you can’t fake experience, and that humility and honest communication go further than hype. This episode is packed with practical knowledge for anyone managing real estate projects, raising capital, or trying to build a sustainable, ethical investment business in today’s complex market. In this episode, you will hear: Peter Neill’s early transition from distressed mortgages to long-term real estate investing How construction knowledge strengthens investment decisions Aligning marketing efforts with operational execution Key factors that make workforce housing more resilient Structuring investor conversations around trust and clarity Why GSP REI focuses on single-family portfolios and long-term holds Managing property oversight through a vertically integrated model Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: GSP REI website - Accredited Investors Only on YouTube - Peter Neill’s Facebook page - Real Estate Investing on Point on Instagram - Connect with Peter on LinkedIn - Website - YouTube - Instagram - Instagram - TikTok - Zillow - Bigger Pockets - Facebook - Email - Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
/episode/index/show/02c30127-f3cd-49a5-9336-8cd46bd05006/id/37199755
info_outline
254: Learning To Invest Wisely and Manage Strategically with Tommy Visaggio
06/26/2025
254: Learning To Invest Wisely and Manage Strategically with Tommy Visaggio
In today’s episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Tommy Visaggio, Founder and Managing Member of Viza Property Management, for a wide-ranging conversation on investing smart, scaling responsibly, and managing real estate with a long-term mindset. Tommy began his journey with no industry connections, taking an unpaid internship in finance that provided him with early exposure to commercial real estate deals and loan structures. From there, he rolled up his sleeves, learned through experience, and built both a real estate portfolio and a property management company that serves clients throughout New Jersey. Tommy shares how his early deals—flipping homes and buying multifamily properties—taught him the importance of buying right, learning from mistakes, and staying involved with tenants and municipalities. As he expanded into small mixed-use buildings, he discovered the value in providing quality rental units and maintaining strong relationships with local governments. His business grew not just from acquisitions, but also from his ability to self-manage properties and eventually turn that experience into a scalable property management company. The conversation also dives into the business of managing for others. Tommy discusses his approach to building systems, earning trust from landlords, and gradually expanding into third-party management and HOA contracts. Jonathan and Tommy discuss how effective property management can protect investors from risk, enhance tenant retention, and generate more consistent long-term income. They also touch on mixed-use properties as a way to combine residential stability with the upside of commercial retail, especially in emerging Main Street communities. Tommy’s approach emphasizes calculated growth, risk management, and keeping things personal. Whether he’s onboarding a new HOA or helping a landlord turn around a rental, he stays focused on systems, communication, and protecting all parties involved. For newer investors or landlords considering management support, this episode offers a clear look at how to build wisely and why the right relationships matter more than ever. In this episode, you will hear: Starting with a finance background and scaling into real estate What early renovation mistakes taught Tommy about risk and pricing Why South Jersey offers better yield and fewer regulatory challenges How to handle tenant relationships in lower-rent markets Building a property management firm from internal systems Vetting landlords just as carefully as managing tenants Expanding into HOA management and how it's different from rentals Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Viza Property Management website - Viza Property Management on YouTube - Find Viza Property Management on Facebook - Viza Property Management on Instagram - Website - YouTube - Instagram - Instagram - TikTok - Zillow - Bigger Pockets - Facebook - Email - Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
/episode/index/show/02c30127-f3cd-49a5-9336-8cd46bd05006/id/37142765
info_outline
253: How To Find Fresh Investments With Juiced Returns with Cory Jacobson and Ryan Bevilacqua
06/23/2025
253: How To Find Fresh Investments With Juiced Returns with Cory Jacobson and Ryan Bevilacqua
In today’s episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Cory Jacobson and Ryan Bevilacqua, co-hosts of the Wealth Juice Podcast and co-founders of Juice Enterprises. Their story is a practical roadmap for newer investors and professionals who want to build passive income while staying grounded in their full-time careers. Starting with a simple house hack, Cory and Ryan grew their real estate portfolio through deliberate learning, strong partnerships, and a growing community. The two friends met in college and started investing during the early days of the pandemic. With zero formal training but a shared drive to escape the limitations of a 9-to-5 job, they launched a podcast, began documenting their journey, and connected with mentors and investors. Through their social media and podcast, they built trust and transparency by being open about every step of their process. That authenticity led to investor relationships, real estate partnerships, and larger deals, including multifamily properties in the Northeast and Florida. Jonathan digs into how Cory and Ryan transitioned from duplexes to raising capital for 10-, 20-, and 40-unit projects. They share how they vet partners, stay consistent, and turn mentorship into momentum. Their emphasis on mindset, taking action, and keeping promises to yourself offers a clear path forward for aspiring investors who feel stuck. Whether you’re trying to get your first deal or move from active to passive investing, this episode shows how consistency, education, and the right relationships can help you grow your portfolio and income, without losing authenticity or overcomplicating the process. In this episode, you will hear: Building a brand and community while growing a portfolio The role of house hacking in creating financial freedom Partnering on larger deals by aligning skills with operators Using masterminds and mentorships to speed up growth Helping others invest without sacrificing trust or clarity Getting over analysis paralysis with consistent reps and coaching Turning a podcast into a platform for education and connection Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Wealth Juice Podcast on YouTube - Wealth Juice on Instagram - Find Wealth Juice on TikTok - Listen to the Wealth Juice Podcast - Website - YouTube - Instagram - Instagram - TikTok - Zillow - Bigger Pockets - Facebook - Email - Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
/episode/index/show/02c30127-f3cd-49a5-9336-8cd46bd05006/id/37093365
info_outline
252: Building Your Dream Lifestyle Through Real Estate Investing with Eric Burns
06/19/2025
252: Building Your Dream Lifestyle Through Real Estate Investing with Eric Burns
In today’s episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Eric Burns, founder of Flowers Capital and a former firefighter turned full-time capital raiser. Eric shares his journey from managing student rentals and duplex renovations to raising funds for large-scale commercial real estate deals—an evolution fueled by burnout, curiosity, and a passion for helping others create passive income. Eric’s real estate story began at the firehouse, where side hustles were common. He jumped into his first student rental without formal training, but with a clear goal: to build financial security outside of his career. Through direct mail and hands-on management, Eric gained valuable experience as a landlord. Over time, though, he found himself trading time for money and recognized it wasn’t sustainable. That led him to masterminds, mentorship, and eventually commercial investing. Jonathan and Eric dig into how capital raising became Eric’s focus and how he approaches it both as an educator and a steward. Eric walks through the importance of partnering with trustworthy operators, managing investor expectations, and matching each opportunity to an investor’s goals and risk tolerance. They also cover how mastermind communities helped Eric sharpen his skills and find alignment with top-tier operators. Throughout the conversation, Eric emphasizes relationships over returns. Whether it’s vetting sponsors, working with new passive investors, or evaluating deals, he’s focused on long-term partnerships. He also shares why transparency, responsiveness, and investor education are at the core of how he does business. This episode offers a clear window into the real work behind raising capital and the mindset shifts that turn investing into a long-term lifestyle strategy. For anyone considering a move from active to passive investing or exploring syndications for the first time, this episode offers grounded advice from someone who has walked both paths. In this episode, you will hear: Moving from hands-on rentals to raising capital for commercial deals Choosing the right mastermind and finding trustworthy mentors Navigating early landlord lessons and learning to lead with service Evaluating sponsors based on integrity, not just performance Managing investor relationships through education and transparency Building passive income without sacrificing trust or long-term alignment Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Flowers Capital - Follow Eric Burns on Instagram - Connect with Eric on LinkedIn - Website - YouTube - Instagram - Instagram - TikTok - Zillow - Bigger Pockets - Facebook - Email - Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
/episode/index/show/02c30127-f3cd-49a5-9336-8cd46bd05006/id/37047095
info_outline
251: Finding Highly Vetted and Diversified Assets For Your Capital with Mark Khuri
06/16/2025
251: Finding Highly Vetted and Diversified Assets For Your Capital with Mark Khuri
In this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Mark Khuri, co-founder of SMK Capital Management, for a focused conversation on passive investing, diversification, and risk reduction through strategic fund structures. With over 20 years of experience, Mark has developed a methodical approach to building real estate portfolios that emphasizes steady returns, low volatility, and long-term growth. Mark shares how he began his career working on residential value-add deals, managing flips and rentals alongside family. As he gained experience, he realized that owning and managing properties directly wasn’t sustainable at scale. That realization led to the creation of SMK Capital, which now specializes in private real estate funds that span multiple asset types, operators, and geographic markets. Jonathan and Mark examine how this model enables investors to spread risk across a range of properties, including mobile home parks, triple-net lease retail, and industrial, and discuss why diversification can lead to more stable returns over time. They also touch on the benefits of private lending and fixed-income strategies, which help generate early-stage cash flow while larger value-add projects are being stabilized. A key part of SMK’s success hinges on operator selection. Mark outlines the firm’s criteria for choosing partners, from their communication style to track record and approach to capital management. He emphasizes the need for transparency and alignment, noting that clear expectations and regular updates are essential to building trust with investors. Jonathan shares his insights on what passive investors should consider when evaluating both funds and single-asset syndications. The discussion provides a clear framework for those seeking more consistency in their returns and less exposure to operational risk. You’ll come away with a better understanding of how fund structures work, how to evaluate sponsors and investment opportunities, and how smaller, under-the-radar assets can complement more traditional real estate investments. For anyone looking to build wealth through passive real estate, this episode is a practical guide to lowering risk and thinking more holistically about long-term investing. In this episode, you will hear: Building wealth through diversification across assets, locations, and timelines Shifting from residential investing to private commercial funds Why funds can outperform single-asset syndications in volatile markets Using private debt and fixed-income strategies to generate early cash flow Real-world examples of risk mitigation across asset classes Evaluating operators and building trust through consistent communication How fund structures support passive investors with long-term goals Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: SMK Capital Management - Connect with Mark Khuri on LinkedIn - Website - YouTube - Instagram - Instagram - TikTok - Zillow - Bigger Pockets - Facebook - Email - Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
/episode/index/show/02c30127-f3cd-49a5-9336-8cd46bd05006/id/37002350
info_outline
250: Navigating Real Estate Development With Confidence with Katie Kim
06/12/2025
250: Navigating Real Estate Development With Confidence with Katie Kim
In this 250th episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Katie Kim, a third-generation developer and founder of the Development Academy. Katie’s approach to real estate is built on lived experience, starting with childhood council meetings and evolving into full-scale developments that blend economic strategy, relationship-building, and community impact. Throughout the episode, Katie shares how consistent preparation, strong partnerships, and structured capital stacks have helped her navigate the often unpredictable world of development. She stresses the importance of building with confidence, a quality that comes from repetition, not just reading. Jonathan and Katie also explore the realities of zoning, red tape, and tough public conversations. Katie explains why showing up with a clear plan earns respect and how her Development Academy is helping new developers gain the experience and mentorship they need to launch successful projects. If you’re looking for a real-world take on how to break into development or scale your current strategy, this episode delivers straight talk on what works and what to avoid. In this episode, you will hear: Katie’s experience growing up in a multigenerational real estate family and learning negotiation early Developing confidence through consistent reps and experience Partnering with clarity and accountability Creating impactful community development through economic incentives and urban infill projects Structuring deals with capital stacks that make sense Preparing thoroughly before every meeting or pitch Blending personal history and professional growth into one career Helping new developers launch through mentorship and hands-on learning Advocating for inclusivity in real estate and focusing on getting the job done regardless of background Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Katie Kim’s website - Find Katie on YouTube - Katie’s Facebook page - Follow Katie on Instagram - Connect with Katie Kim on LinkedIn - Katie’s X account - Website - YouTube - Instagram - Instagram - TikTok - Zillow - Bigger Pockets - Facebook - Email - Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
/episode/index/show/02c30127-f3cd-49a5-9336-8cd46bd05006/id/36946720
info_outline
249: Reaping the Rewards of a Diversified Portfolio with Lon Welsh
06/09/2025
249: Reaping the Rewards of a Diversified Portfolio with Lon Welsh
In this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Lon Welsh, founder of Ironton Capital and Your Castle Real Estate, to explore what it takes to transition from active to more passive and diversified real estate investing. With a background that spans flipping homes, self-managing rentals, and launching investment funds, Lon shares how his personal experience shaped the way he helps investors today. The conversation starts with Lon’s early steps in real estate, living below his means, and creating a basement ADU, and expands into his evolution as a syndicator and fund manager. He explains how burnout from hands-on property management pushed him to reimagine his investing strategy, leading to the creation of Ironton Capital’s fund-of-funds structure. The result is a platform designed to serve professionals who want the benefits of real estate without the headaches of daily management. Jonathan and Lon talk through how geographic and asset diversification help manage risk, what investors should look for when evaluating sponsors, and how to align financial decisions with broader life goals. Lon also shares why mindset matters just as much as metrics, and how long-term thinking leads to better outcomes. Whether you're an experienced investor or someone looking to move beyond direct ownership, this episode offers a practical take on what passive investing can actually look like when done right. In this episode, you will hear: Building early financial discipline into real estate strategy Flipping and self-management lessons that still hold value today The role of fund-of-funds structures in simplifying passive investing Diversifying across markets and asset types to reduce exposure Key sponsor traits to look for as a limited partner Matching investment choices with lifestyle and freedom goals Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Ironton Capital’s website - Ironton Capital on YouTube - Ironton Capital’s Facebook page - Find Ironton Capital on Instagram - Follow Ironton Capital on LinkedIn - Get your free copy of “The Complete Guide to Passive Diversified Real Estate Investing” - Website - YouTube - Instagram - Instagram - TikTok - Zillow - Bigger Pockets - Facebook - Email - Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
/episode/index/show/02c30127-f3cd-49a5-9336-8cd46bd05006/id/36898280
info_outline
248: Beating the Drum to the REIT Beat with David Auerbach
06/05/2025
248: Beating the Drum to the REIT Beat with David Auerbach
In this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes REIT industry veteran David Auerbach, Chief Investment Officer at Hoya Capital and publisher of The Daily REITBeat Newsletter. David shares his 25-year journey in the world of real estate investment trusts (REITs), helping listeners understand how REITs work, how they fit into a balanced portfolio, and why they’re a powerful option for long-term, income-focused investing. They break down the differences between public and private REITs, explain why REITs can be a great entry point for investors seeking exposure to commercial real estate, and discuss how dividend income plays a central role in REIT performance. David also explains how REITs provide accessibility, transparency, and liquidity that most traditional real estate investments can’t. In this episode, you will hear: How REITs offer an accessible, flexible way to gain exposure to real estate The importance of dividend income and holding long-term for compounding returns Ways to evaluate REITs based on asset type, such as multifamily, industrial, or senior housing What sets public REITs apart in terms of liquidity, reporting, and transparency REITs give access to diversified commercial real estate without requiring large amounts of capital or property management. Long-term investing in REITs is more effective than chasing short-term gains. Factors like interest rates and treasury yields that influence REIT performance Smart portfolio positioning strategies that include REITs alongside stocks and bonds Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Hoya Capital website - Hoya Capital’s YouTube channel - Connect with David Auerbachon LinkedIn - Daily REITBeat on X - The Daily REITBeat Newsletter - Website - YouTube - Instagram - Instagram - TikTok - Zillow - Bigger Pockets - Facebook - Email - Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
/episode/index/show/02c30127-f3cd-49a5-9336-8cd46bd05006/id/36840240
info_outline
247: Going From Investor To Investor-Friendly Agent with Niyi Adewole
06/02/2025
247: Going From Investor To Investor-Friendly Agent with Niyi Adewole
In this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Niyi Adewole—real estate investor, short-term rental operator, and investor-friendly agent—to discuss the journey from first house hack to a thriving real estate business. Niyi shares how he transitioned from medical device sales to building a 30-unit portfolio in Louisville, Kentucky, before shifting into short-term rental management, new development, and becoming a trusted guide for other investors through his real estate team and podcast. Jonathan and Niyi explore the realities of house hacking, the importance of building systems, and why consistency and a long-term outlook matter more than chasing quick wins. Niyi offers advice for new investors, from how to get started in a high-interest-rate environment to what to look for in a truly investor-friendly agent. In this episode, you will hear: What led Niyi to house hacking, and how it helped him build early momentum Lessons learned from managing rentals, handling evictions, and scaling with systems How a move to Atlanta sparked a shift into full-time real estate entrepreneurship Tips for investors navigating short-term and mid-term rental strategies How to vet property managers and protect your cash flow The difference between a real estate agent who says they work with investors and one who actually does Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Ekabo Home website - Ekabo Home on YouTube - Ekabo Home’s Facebook page - Ekabo Home on Instagram - Connect with Niyi Adewole on LinkedIn - Ekabo Home on TikTok - Website - YouTube - Instagram - Instagram - TikTok - Zillow - Bigger Pockets - Facebook - Email - Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
/episode/index/show/02c30127-f3cd-49a5-9336-8cd46bd05006/id/36801810
info_outline
246: Multifamily Success Through Transparency and Rigorous Due Diligence with Gary Lipsky
05/29/2025
246: Multifamily Success Through Transparency and Rigorous Due Diligence with Gary Lipsky
In this episode of Zen and the Art of Real Estate Investing, Jonathan is joined by Gary Lipsky, founder of Break of Day Capital, to explore what it takes to succeed in multifamily real estate syndication. Gary shares how he went from buying his first fixer-upper in Los Angeles to managing over 3,200 apartment units across Arizona. With an emphasis on transparency, due diligence, and investor education, Gary discusses how his firm evaluates markets, selects value-add properties, and builds long-term relationships with investors. They dive deep into the differences between Class A and B assets, what makes a market like Tucson attractive for syndicators, and how Gary’s entrepreneurial background helped him scale while staying focused. The conversation also covers how passive investors should evaluate operators, what strong communication looks like, and why a conservative, consistent approach beats chasing the highest returns. In this episode, you will hear: What drew Gary to the Tucson market, and how he evaluates its long-term potential Key indicators he looks for when assessing Class B value-add properties Traits of trustworthy syndicators and how passive investors can vet them effectively The role of conservative underwriting in building a sustainable investment strategy How consistent execution and strong communication help operators earn investor confidence Ways to educate potential investors without overselling or overpromising Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Break of Day Capital website - Break of Day Capital on YouTube - Break of Day Capital’s Facebook - Gary Lipsky on Instagram - Connect with Gary Lipsky on LinkedIn - Website - YouTube - Instagram - Instagram - TikTok - Zillow - Bigger Pockets - Facebook - Email - Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
/episode/index/show/02c30127-f3cd-49a5-9336-8cd46bd05006/id/36741660
info_outline
245: How Alternative Assets Can Create Passive Investing Mastery with Patrick Grimes
05/26/2025
245: How Alternative Assets Can Create Passive Investing Mastery with Patrick Grimes
In this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Patrick Grimes, founder of Passive Investing Mastery and Invest on Main Street. Patrick shares how a painful first deal during the 2008 crash reshaped his investing mindset, leading him to focus on long-term wealth accumulation, cash flow, and true portfolio diversification. What began with single-family rentals eventually expanded into large multifamily syndications, recession-resilient markets, and alternative assets, including litigation finance and debt funds. Patrick walks listeners through how he helps investors build a balanced portfolio by spreading risk across multiple, non-correlated asset classes. He also highlights why active professionals don’t need to become landlords to grow wealth, and how the right mix of passive investments can lead to financial security and freedom. If you want to diversify beyond traditional real estate while keeping property in your portfolio, this episode is packed with practical strategies and new perspectives. In this episode, you will hear: The early investment mistake that shaped Patrick’s long-term approach to wealth building What makes multifamily syndications a powerful tool for scalable, passive income Where litigation finance fits into a diversified real estate investment portfolio Ways debt funds provide stable returns outside of traditional equity deals Differences between passive and active investing for busy professionals The role of education and networking in avoiding common investor pitfalls Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Passive Investing Mastery website - Passive Investing Mastery on Facebook - Connect with Patrick Grimes on LinkedIn - Invest on Main Street website - Website - YouTube - Instagram - Instagram - TikTok - Zillow - Bigger Pockets - Facebook - Email - Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
/episode/index/show/02c30127-f3cd-49a5-9336-8cd46bd05006/id/36695065
info_outline
244: Unlocking the Strategy of Rentals Made Easy with Jessie Lang
05/22/2025
244: Unlocking the Strategy of Rentals Made Easy with Jessie Lang
In this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Jessie Lang, founder of Unlocked Rentals and author of “Rentals Made Easy,” to explore her journey from a $92,000 condo to a self-managed 70+ unit portfolio. Jessie shares how she unknowingly began house hacking out of necessity, transitioned into full-time investing, and eventually found her stride using the BRRRR method and private money. From Craigslist roommates and DIY renovations to managing properties remotely and building a team, Jessie reveals how she scaled her business without skipping the hard work. She discusses the power of meetups, mentorship, and trusting your instincts, especially when the traditional path doesn’t fit. Jessie also talks about her mastermind community, the launch of her new book, and why she still prefers single-family rentals over multifamily deals. This episode is a must-listen for investors looking to grow with intention, learn how to self-manage successfully, and avoid common pitfalls on the way to financial freedom. In this episode, you will hear: How Jessie Lang went from living with roommates to profiting from rentals before she saw herself as an investor Why house hacking and the BRRRR method became her foundation for growth The turning point that led her to leave her W-2 and go all in on real estate The benefits of single-family rentals, tenant retention, and pet-friendly properties How she self-manages remotely, builds systems, and trains her team What inspired her to launch a mastermind and write “Rentals Made Easy” Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Website - YouTube - Instagram - Instagram - TikTok - Zillow - Bigger Pockets - Facebook - Email - Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
/episode/index/show/02c30127-f3cd-49a5-9336-8cd46bd05006/id/36661880
info_outline
243: Transforming Underutilized Properties Into High-Performing Assets with Jonah Bamberger
05/19/2025
243: Transforming Underutilized Properties Into High-Performing Assets with Jonah Bamberger
In this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Jonah Bamberger, managing partner and executive chairman of Aulder Capital. Jonah shares the full arc of his real estate journey—from early value-add deals in Brooklyn to large-scale multifamily, hospitality, and international development in Portugal. What began as a side project with a friend quickly became a full-time business as the duo capitalized on post-2008 opportunities. Jonah dives into how Aulder Capital adapts to shifting markets, navigates regulatory hurdles, and chooses when to pivot between markets, asset classes, and hold periods. He also talks about the realities of managing thousands of units, dealing with difficult tenants, and maintaining high performance while still aiming to make a positive community impact. Whether you're an active investor, passive LP, or someone exploring international real estate, this episode offers a real-world perspective on how to scale with discipline and intention. In this episode, you will hear: How Jonah got started in Brooklyn with rent-stabilized, value-add multifamily deals Why Aulder Capital expanded from New York to the Southeast, Midwest, and even Portugal The pros and cons of holding vs. flipping, and how market conditions drive those decisions What it really takes to manage thousands of units and stay mission-focused How syndications allow newer investors to get exposure without the management stress Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Aulder Capital website - Aulder Capital on YouTube - Find Aulder Capital on Instagram - Connect with Aulder Capital on LinkedIn - Website - YouTube - Instagram - Instagram - TikTok - Zillow - Bigger Pockets - Facebook - Email - Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
/episode/index/show/02c30127-f3cd-49a5-9336-8cd46bd05006/id/36598240
info_outline
242: Finding Solutions For Your 1031 Exchange Without the Hassle of Management with Ben Carmona
05/15/2025
242: Finding Solutions For Your 1031 Exchange Without the Hassle of Management with Ben Carmona
In this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Ben Carmona, Managing Partner at Perch Wealth, to break down the mechanics and opportunities of the 1031 exchange. With over two decades of experience, Ben clarifies a complex process that can intimidate even seasoned investors. He shares how real estate owners, especially those nearing retirement, can defer taxes, move into passive income streams, and preserve wealth through tools like the Delaware Statutory Trust (DST). Jonathan and Ben cover everything from early planning to misconceptions about like-kind exchanges. They also explore how investors can use 1031s to scale smarter, reduce active management headaches, and take advantage of private equity-style syndications. Whether you're a baby boomer ready to slow down or a younger investor exploring long-term tax strategy, this episode will help you see 1031s and DSTs in a whole new light. In this episode, you will hear: What a 1031 exchange is and how it helps defer taxes How Delaware Statutory Trusts (DSTs) enable passive investing with 1031 proceeds The importance of early planning and working with real estate-focused advisors How to avoid common mistakes like mishandling funds or missing deadlines Why syndications and diversification matter for today’s investors Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Perch Wealth website - Perch Wealth on Youtube - Find Perch Wealth on Facebook - Perch Wealth’s Instagram - Connect with Perch Wealth on Linkedin - Perch Wealth on X - Website - YouTube - Instagram - Instagram - TikTok - Zillow - Bigger Pockets - Facebook - Email - Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
/episode/index/show/02c30127-f3cd-49a5-9336-8cd46bd05006/id/36570785
info_outline
241: Creating Life On Your Terms Through Real Estate Investing with Laura Navaquin
05/12/2025
241: Creating Life On Your Terms Through Real Estate Investing with Laura Navaquin
In this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Laura Navaquin—a mother, entrepreneur, and real estate investor who built her portfolio from the ground up alongside her husband. Starting with a credit card-funded mentorship and no prior experience, Laura began wholesaling in New Jersey and eventually scaled their portfolio to over 20 doors across six states. Laura shares her evolution from side hustler to full-time investor, revealing how consistency, networking, and creative financing became the pillars of their growth. She breaks down the realities of managing a diverse real estate portfolio, the learning curve of self-management, and the challenges of rapid expansion. Laura also opens up about her shift in priorities—from corporate success to financial freedom and time with family—and how her mindset helped her embrace uncertainty. Whether you're just starting or looking to scale your investments, this episode offers a real-world look at how strategic action and steady effort can build something meaningful over time. In this episode, you will hear: Wholesaling can be a great entry point, but it takes hustle and realistic expectations Investing in mentorship is really an investment in yourself Scaling quickly is exciting, but evaluating portfolio performance is essential for long-term success Creative financing and networking for unlocking deals that traditional methods can't Defining your version of success and staying consistent Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on . Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Laura Navaquin’s website - Find Laura on Instagram - Connect with Laura on LinkedIn - Website - YouTube - Instagram - Instagram - TikTok - Zillow - Bigger Pockets - Facebook - Email - Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.
/episode/index/show/02c30127-f3cd-49a5-9336-8cd46bd05006/id/36516025