Real Returns

Welcome to the Real Returns podcast, where we learn how real investments can make a real impact. Join your hosts, Andrew and Dan, as they share stories and interview business leaders on how real estate and other forms of investment can create meaningful change for individuals and communities around the world. Don't forget to visit: https://www.birgo.com

S7E9 | Insights and Impact from Season 7 of Real Returns 12/31/2025

S7 E8 - Sasha Bernier | Diversification & The Rise of Industrial Outdoor Storage 12/23/2025

S7 E8 - Sasha Bernier | Diversification & The Rise of Industrial Outdoor Storage Is your investment strategy diversified enough to withstand the next market cycle? 🔄 In this episode of Real Returns, host Andrew Reichert sits down with Sasha Bernier, Managing Partner at Hestia Holdings and Partner at Cheltenham Enterprises. With a career spanning private equity, credit hedge funds, and law, Sasha shares his "tactical" approach to real estate and why he believes the most resilient returns are found in the niches most investors overlook. Sasha reveals the specific "home run" deal in Florida that moved from an 8% cap rate to a 5.75% cap rate simply by securing a credit tenant, and why he’s doubling down on Industrial Outdoor Storage (IOS) as the next institutional frontier. From navigating the Great Financial Crisis to identifying the "impaired assets" that will hit the market in 2026, Sasha provides a masterclass in disciplined investing. Learn how a holistic approach, incorporating meditation and mentorship, drives professional success, why the most impactful investment you can make is "betting on the jockey" through independent sponsors, and how Sasha is building a legacy for the next generation. Timestamps: 00:00 - Opening Segment 00:55 - Meet Sasha Bernier: From Law School to Real Estate Titan 02:00 - Lessons from the Great Financial Crisis: The Power of Patient Capital 04:55 - The 2021 Peak: Why Discipline Beats Speculation 07:05 - Why Industrial Outdoor Storage (IOS) is the New Frontier 08:15 - Case Study: The 10,000 Sq Ft Florida IOS "Home Run" Deal 10:30 - Market Predictions for 2026: Distressed Assets and Opportunity 11:45 - Investing for Impact: Mentoring Independent Sponsors 13:50 - Building Legacy: Lessons from Mentors and the Next Generation 15:05 - The Most Significant Win: The Decision to Spin Out 16:10 - Lightning Round: The Shawshank Redemption and Meditation 17:35 - Closing Segment Key Quote: "When we find…independent sponsors that don't have capital, and we can help them with that capital to grow and become stronger and then build their own wealth. For us, that’s impactful." - Sasha Bernier Connect with Sasha: LinkedIn: Website: Subscribe to Real Returns wherever you listen to podcasts for more insights on impactful investing and alternative asset strategies. LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, YouTube, or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the next episode COMING SOON! /episode/index/show/rrpod/id/39492230

S7 E7 - Mike Morawski | Creating Wealth & Impact Through Multifamily Investing 12/12/2025

S7 E7 - Mike Morawski | Creating Wealth & Impact Through Multifamily Investing S7 E7 - Creating Wealth & Impact Through Multifamily Investing Is your mindset holding you back from making your first (or next) big real estate deal? In this episode of Real Returns, hosts Andrew Reichert and Dan Croce sit down with Mike Morawski, a 30-year real estate veteran and author of the Amazon bestseller "Multifamily Investment Secrets," to explore his journey from general contractor to operating over 8,000 multifamily units using creative financing strategies that most investors think are impossible. Mike is also the founder of My Core Intentions, where he helps investors build wealth and create financial freedom by implementing strategic investment and asset management practices. Mike reveals how he's bought everything from 4-unit buildings to 400-unit apartment complexes with little to no money down, the distressed 65-unit deal where the seller held a position at zero interest for 10 years, and why every multifamily investment impacts three distinct groups that most investors completely overlook. From coaching a corporate refugee who scaled to 800+ units in five years to helping a widowed chiropractor build a "$100K club" of investors, Mike shares his philosophy on intentionality, the limiting beliefs that keep investors stuck at their current level, and why changing your story is the first step to changing your results. Learn how win-win deal structures create community-wide impact, why consistent daily action beats occasional heroic effort, and what Mike discovered about himself after losing everything in 2008 and rebuilding into someone who now helps others avoid the same mistakes. Timestamps: 00:00 - Opening Segment 01:35 - Meet Mike Morawski: 30-Year Real Estate Veteran 02:05 - The Three Ways Real Estate Creates Impact 04:25 - Case Study: The 65-Unit Distressed Property Creative Deal 06:40 - The Three Groups Every Multifamily Deal Impacts 08:10 - My Core Intentions: Why Intentionality Beats Goals 11:05 - The Biggest Misconception: Creative Financing "Can't Be Done" 12:10 - Changing Your Story to Change Your Results 13:40 - Success Story: Small Builder to 171-Unit Developer 14:00 - From 46 Units to 800+ Units in 5 Years 16:15 - The $100K Club Strategy for Raising Capital 17:40 - Losing a $100M Company and the Comeback That Followed 18:25 - Lightning Round: Christmas Vacation, Pasta, and Joe Dispenza 21:20 - How to Connect with Mike 21:50 - Closing Segment Key Quotes: "I've bought 4-unit to 400-unit apartment complexes and everything in between using creative financing structures... people have a mindset that it can't be done." - Mike Morawski Connect with Mike Morawski: - Subscribe to Real Returns wherever you listen to podcasts! For more insights on impactful investing and alternative asset strategies, visit our website to learn more about creating real returns through real estate. LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, YouTube, or whatever platform you listen on. Thank you for tuning in, and stay tuned for the next episode. /episode/index/show/rrpod/id/39387595

S7 E6 - Vishal Gupta | Why Every Hiring Mistake Made Me Better 11/26/2025

S7 E6 - Vishal Gupta | Why Every Hiring Mistake Made Me Better What happens when a number-crunching engineer discovers his biggest mistakes all have one thing in common? In this episode of Real Returns, hosts Andrew Reichert and Dan Croce sit down with Vishal Gupta, tech entrepreneur and former CEO of Seclore, to explore his 25-year journey from IIT Bombay to building global cybersecurity companies serving clients like American Express, GM, and Aramco across 35 countries. Vishal reveals why angel investing became his most expensive hobby, the critical transition from engineering logic to leadership empathy, and how holding onto the wrong people too long taught him more than any success ever could. From raising capital to landing contracts bigger than funding rounds, Vishal shares his investment philosophy centered on three filters: people you enjoy working with, technology with transformative potential, and impact that matters. Learn why AI will make people more important (not less), how saving 5-7% of global manufacturing waste could reshape entire industries, and what gets Vishal energized every morning about making the digital world a safer place for everyone, especially the elderly vulnerable to cybercrime. Timestamps: 00:00 - Opening Segment 01:00 - Vishal's Background: From IIT Bombay to Global Tech Entrepreneur 02:55 - The Expensive Hobby of Angel Investing 04:00 - The Biggest Lessons: Every Mistake Was About People 05:15 - Why Hiring Mistakes Are Getting More Expensive in the AI Era 07:10 - From Engineer to Leader: Logic to Empathy 09:00 - Why People Problems Don't Follow Engineering Formulas 10:10 - Investment Criteria: People, Technology, Impact 13:00 - Real Impact Examples: Manufacturing Waste and Cybersecurity 15:50 - Making the Digital World Safer 17:00 - Lightning Round: Customer Contracts as Funding, Ethiopian Food, and Sleep 20:10 - Content Recommendations and Young Entrepreneur Energy 22:10 - Closing Segment Key Quote: "I went from a number crunching engineer to, I would say, a pretty people oriented leader..." - Vishal Gupta Connect with Vishal Gupta: LinkedIn: https://www.linkedin.com/in/jiguptaji/ Subscribe to Real Returns wherever you listen to podcasts! For more insights on impactful investing and alternative asset strategies, visit our website to learn more about creating real returns through real estate. LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, YouTube, or whatever platform you listen on. Thank you for tuning in, and stay tuned for the next episode. /episode/index/show/rrpod/id/39184715

S7 E5 - Liran Gabbay | How AI Is Transforming Multifamily Asset Management 11/12/2025

S7 E5 - Liran Gabbay | How AI Is Transforming Multifamily Asset Management How does an AI expert from an intelligence background solve multifamily's data burnout problem? In this episode of Real Returns, hosts Andrew Reichert and Dan Croce sit down with Liran Gabbay, CEO and co-founder of Muvan AI, to explore how he's revolutionizing multifamily asset management through artificial intelligence. Liran reveals the Monday morning report that changed everything, why asset managers deserve better than buried Excel spreadsheets, and how his platform is giving finance professionals back the jobs they were actually meant to do. From an elite intelligence unit to building an AI co-pilot for real estate operators, Liran shares his journey of turning burnout into breakthrough, why the real threat isn't AI replacing jobs but not having AI to help you succeed, and how maintaining culture while scaling from 6 to 20+ employees remains his biggest challenge. Learn how Muvan AI is transforming reactive data analysis into proactive insights, building a customer community that shares best practices, and why making work fun isn't just a nice-to-have; it's the foundation of lasting impact. Timestamps: 00:00 - Opening Segment 01:00 - Liran's Background and Introduction to Muvan AI 03:00 - From Intelligence to Real Estate Technology 04:45 - The Problem: Paper-Based Systems in a Digital Age 05:50 - The Genesis Story: One Ugly Excel Sheet 08:10 - AI as Empowerment, Not Replacement 09:50 - Getting Asset Managers the Jobs They Deserve 12:10 - The Joy of Building: People and Product 15:05 - Scaling While Having Fun 17:00 - Lightning Round 20:00 - Closing Segment Key Quote: "My biggest challenge as a CEO is to keep the same culture that got us from zero to six, from six to 12, from 12 to 20 without missing anyone on the road." - Liran Gabbay -- Connect with Liran Gabbay: LinkedIn: https://il.linkedin.com/in/liran-gabbay-proptech-muvan Website: Muvan.ai Subscribe to Real Returns wherever you listen to podcasts! For more insights on impactful investing and alternative asset strategies, visit our website to learn more about creating real returns through real estate. LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, YouTube, or whatever platform you listen on. Thank you for tuning in, and stay tuned for the next episode. /episode/index/show/rrpod/id/39007820

S7 E4 - Omar Khan | Dollar Cost Averaging with Multifamily Real Estate 10/29/2025

S7 E4 - Omar Khan | Dollar Cost Averaging with Multifamily Real Estate How does a CFA from Canada build an $800 million multifamily empire in Texas? In this episode of Real Returns, hosts Andrew Reichert and Dan Croce sit down with Omar Khan, founder and managing partner of Boardwalk Wealth, to explore his fundamentals-first approach to multifamily investing. Omar reveals why he compares real estate acquisition strategy to dollar cost averaging in the stock market, his philosophy on bringing "a gun to a knife fight" through supply-starved market selection, and how his firm has taken over 1,800 distressed units in the last 16 months. From escaping Canada's high tax burden to building a 5,000-unit portfolio across the Sunbelt and Midwest, Omar shares the importance of timing, diversification, and why treating residents (not tenants) with respect isn't just good ethics—it's good business. Learn how tax efficiency through distressed acquisitions can deliver $2-3 of depreciation for every dollar invested, and why the attributes that get you to success aren't the same ones that keep you there. Timestamps: 00:00 - Opening Segment 01:35 - Omar's Background and Introduction to Boardwalk Wealth 03:30 - The Genesis: From CFA to Real Estate Entrepreneur 06:40 - The First Deal: 138 Units in Jacksonville 08:40 - Building a Company vs. Just Doing Deals 10:35 - Tax Efficiency and the Canadian Tax Burden 12:05 - Advanced Tax Strategies in Distressed Acquisitions 12:20 - Stakeholders and Impact: A Three-Legged Stool Approach 15:10 - Fundamentals-First Philosophy: Supply-Starved Markets 18:05 - The Importance of Timing and Dollar Cost Averaging 20:10 - Lightning Round Key Quotes: "A lot of real estate, like a lot of life is timing. " - Omar Khan "What gets you from poverty to success is not the same set of attributes that keeps you successful." - Omar Khan -- Connect with Omar Khan: Website: boardwalkwealth.com Recommended Book: Towers of Debt - The story of the Reichman family Subscribe to Real Returns wherever you listen to podcasts for more insights on impactful investing and alternative asset strategies. Visit our website to learn more about creating real returns through real estate and alternative investments. -- LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, YouTube, or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the next episode COMING SOON /episode/index/show/rrpod/id/38823860

S7 E3 - Dr. Michael Johnson | Intellectual Property as an Asset Class 10/15/2025

S7 E3 - Dr. Michael Johnson | Intellectual Property as an Asset Class How does a PhD student turn university research into a $20M exit? In this episode of Real Returns, host Andrew Reichert sits down with Dr. Michael Johnson, President of the New Jersey Innovation Institute and former biotech CEO, to explore intellectual property as an often-overlooked asset class. Michael reveals his journey from graduate student to successfully commercializing a Rutgers spin-out that worked with all top 20 pharma companies on critical drug discovery programs including COVID-19 and Zika virus treatments. Discover why universities have become America's primary source of breakthrough innovations, how the venture studio model is solving the "founder problem" in New Jersey, and practical strategies for investors looking to gain exposure to IP-based ventures. From PFAS testing technology to defense manufacturing, Michael shares the realities of bridging the gap between academic research and commercial products—and why patience is the secret ingredient to innovation. Timestamps: 00:00 - Opening Segment 01:20 - Michael's Non-Linear Journey from PhD to CEO 06:05 - Intellectual Property: The Constitutional Asset Class 08:00 - How the Venture Studio Model Works 10:50 - The Rutgers Spin-Out Story: From Students to $20M Exit 13:15 - The Current State of University Funding and Innovation 16:00 - Where Innovation Actually Happens 18:35 - Academia vs. Private Sector: Who's Really Innovating? 20:20 - How Investors Can Access IP Opportunities 22:15 - Lightning Round Key Quotes: "Intellectual property is what keeps the country moving forward" - Dr. Michael Johnson "To make one investment, you have to look at a thousand companies." - Dr. Michael Johnson "We've done a bad job of actually doing innovation for Americans. When you think of pharma, you think of six and seven figure drugs that nobody can afford." - Dr. Michael Johnson -- Connect with Dr. Michael Johnson: LinkedIn: https://www.linkedin.com/in/michael-johnson-ph-d-6839b724/ New Jersey Innovation Institute: njii.com Michael's Book: 1percentdad.com -- Subscribe to Real Returns wherever you listen to podcasts for more insights on impactful investing and alternative asset strategies. Visit our website to learn more about creating real returns through real estate and alternative investments. -- LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, YouTube, or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the next episode COMING SOON /episode/index/show/rrpod/id/38590080

S7 E2 - Travis Chappell | The ROI of Investing in Yourself 10/01/2025

S7 E2 - Travis Chappell | The ROI of Investing in Yourself How does someone with an unaccredited Bible degree generate six figures by age 23 and build a podcasting empire? In this episode of Real Returns, hosts Andrew Reichert and Dan Croce sit down with Travis Chappell, podcaster, entrepreneur, and investor, to explore his unconventional journey from door-to-door sales to podcast empire. Travis reveals why he believes Gen Z and millennials must "earn their way to retirement" rather than save their way there, his philosophy on creating value before asking for compensation, and how investing in yourself can deliver 10x returns compared to traditional investments. From growing up in a religious cult to living in Las Vegas, Travis shares the mindset shifts and strategies that helped him build wealth through relationships, skills, and scalable side hustles. Timestamps: 00:00 - Opening: The Value-First Philosophy 02:45 - Travis's Background: From Cult to College 06:15 - The Podcasting Journey Begins 07:20 - Why Earning Beats Saving for Wealth Building 11:00 - The Problem with Traditional Financial Advice 14:00 - Adding Value to Your Current Job 16:20 - Side Hustle Strategy and Scalability 20:45 - Investing in Yourself: The Ultimate ROI 22:15 - AI and Future-Proof Skills 26:50 - Principles vs. Platforms 28:25 - Lightning Round Key Quotes: "People think they get paid for their time, but they don't. We all get paid for the value we bring to the marketplace. Bar none. That's it." - Travis Chappell "You are the number one investment you should be making and you're the only investment that you can make that will always have a return." - Travis Chappell "We have to earn our way to retirement. We're not gonna be able to save our way to retirement." - Travis Chappell -- Connect with Travis Chappell: Podcasts: "Travis Makes Money" (daily) and "Travis Makes Friends" (weekly) Instagram: @TravisChappell – Subscribe to Real Returns wherever you listen to podcasts for more insights on impactful investing and wealth building strategies. Visit our website to learn more about creating real returns through real estate and alternative investments. -- LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, YouTube, or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the next episode COMING SOON /episode/index/show/rrpod/id/38425660

S7 E1 - Grant Cardone | Real Estate Strategy & Bitcoin 09/10/2025

S7 E1 - Grant Cardone | Real Estate Strategy & Bitcoin What does it take to disrupt a $4 trillion industry while building generational wealth? In this episode of Real Returns, host Andrew Reichert sits down with Grant Cardone, founder of Cardone Capital and New York Times bestselling author, to explore his journey from a $3,000 single-family home investment to managing $5 billion in assets. Grant shares his revolutionary approach to merging Bitcoin with institutional-quality real estate, his prediction that rents will double in 15 key markets over the next decade, and why he believes the REIT industry is ripe for disruption. From overcoming addiction to building an empire, Grant reveals the mindset and strategies behind creating lasting impact through real estate investing. Timestamps: 00:00 - From Louisiana to Real Estate Empire 02:30 - The $200 Cash Flow That Changed Everything 04:45 - Why Single Family Failed & Multifamily Won 07:25 - Converting Fiat Cash Into Real Assets 09:05 - The Bitcoin + Real Estate Strategy Explained 11:30 - 15 Markets Where Rents Will Double 14:40 - The $4 Trillion Debt Problem Nobody's Talking About 17:45 - Why Insurance Is Killing Real Estate 19:20 - Legacy & Disrupting the REIT Industry 22:55 - Lightning Round: Personal Wins & Growth Key Quotes: "When it's right, it's so obvious. You don't have to explain it. You don't have to sell it." - Grant Cardone "Real estate never corrects until there's a debt problem." - Grant Cardone -- Connect with Grant Cardone: Website: https://www.cardonecapital.com Search "Grant Cardone" online for social media and content – Schedule a call with our investment team: https://www.birgo.com/capital/contact Connect with Birgo Capital on LinkedIn for more market insights: / birgocapital Visit our website to learn more about High-Quality Recession Resistant Assets for the Everyday Investor -- LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, YouTube, or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the next episode COMING SOON /episode/index/show/rrpod/id/38164585

Insights and Impact from Season 6 of Real Returns 06/11/2025

Insights and Impact from Season 6 of Real Returns What does it take to create a lasting impact in real estate while staying grounded through personal and professional challenges? In this special season finale of Real Returns, hosts Andrew and Daniel reflect on the highlights of Season 6 and share the most meaningful lessons from eight diverse guests. From affordable housing innovation and sustainability to land investing and financial education for kids, this episode explores the values behind real estate decisions—and the people who are pushing the industry forward. With transparency, humor, and a deep sense of purpose, Andrew and Daniel unpack what they’ve learned from leaders who combine mission with execution. [00:01 - 04:53] Reflecting on Resilience The importance of enduring life's unexpected challenges while leading a purpose-driven business. Why Birgo Properties uses the rhino as a symbol for thick-skinned perseverance. The significance of learning from failure and coming back stronger. [04:54 - 08:17] Rethinking Sustainability with Ed Matthews Lessons from workforce housing projects that incorporate solar panels. Why true impact often requires upfront capital and a long-term mindset. What makes sustainability viable in real estate despite geographical challenges. [08:18 - 12:27] Ownership, Community & Mobile Home Parks Kevin Bup’s unique approach to mobile home park investing and community building. Creating ownership mindsets even when tenants don’t own the property. The need to prioritize shared spaces and resident-driven improvements. [12:28 - 16:00] | Raw Land & Real Value with Mark Podolsky Exploring land as an underutilized asset class. The link between passive income and personal freedom. Comparing land with gold—and why productivity matters. [16:10- 20:43] | Global Impact, Kids’ Finance & Future Leaders Lessons from Gavin Gallagher’s rise, fall, and rise again in Irish real estate. Alpesh Parmar’s children's finance book and the importance of early financial literacy. Insight into next-gen leadership with Arun Gupta and Alicia Hill. Key Quotes: “Life throws torpedoes at you, and you just have to be able to withstand them.” - Andrew Reichert “There’s a false dichotomy between doing good for society and making money” - Daniel Croce Visit our website to learn more about High-Quality Recession Resistant Assets for the Everyday Investor -- LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on , , , , or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the next episode COMING SOON /episode/index/show/rrpod/id/36947030

Community Impact in Affordable Housing | Alecia Hill 05/28/2025

Community Impact in Affordable Housing | Alecia Hill What does it take to invest in real estate without compromising affordability for working families? In this episode, Andrew and Daniel welcome Alecia Hill, Vice President and Portfolio Manager at FCP, to discuss her work in the affordable and workforce housing sector. Alecia shares how FCP approaches impact investing through long-term affordability preservation, essential housing, and resident services, proving that it’s possible to generate returns while addressing the housing crisis. With a background spanning policy, community development finance, and real estate, Alecia explains how her interdisciplinary experience shapes her investment philosophy. She also opens up about career transitions, mentorship, and why institutional capital is increasingly interested in this often-overlooked housing segment. [00:01 - 06:30] The Missing Middle What defines the gap in the U.S. housing market Why 60–80% AMI households are underserved The significance of “essential housing” in today's economy [06:31 - 12:26] Balancing Impact and Returns How FCP integrates resident services with real estate What a preservation-focused investment strategy looks like Why holding assets longer can improve community outcomes [12:27 - 18:58] Understanding Affordability with Data Why long-term business planning must consider AMI growth What tools help align rents with target demographics How CRA-aligned frameworks keep affordability in check [18:59 - 24:06] Capital, Policy, and Execution What kind of capital partners align with impact goals Why policy knowledge is critical in real estate finance What institutional interest signals about this sector [24:07 - 29:08] Mentorship and Growth Paths What Alecia's nontraditional path—from the arts to real estate—reveals about reinvention Why mentoring early career professionals is a priority How global perspectives are shaping her personal growth Connect with Alecia! Key Quotes: “We believe in the asset class as a sound investment, but have the benefit of being able to do well while doing good.” - Alecia Hill “You don’t get where you’re going alone. I want to be that resource for someone the way others were for me.” - Alecia Hill Visit our website to learn more about High-Quality Recession Resistant Assets for the Everyday Investor -- LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on , , , , or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the next episode COMING SOON /episode/index/show/rrpod/id/36741945

Aligning People, Purpose, and Profit | Arun Gupta 05/14/2025

Aligning People, Purpose, and Profit | Arun Gupta How would your career choices change if doing good for society and doing well financially weren’t opposites? In this episode, Arun Gupta, CEO of NobleReach and author of Venture Meets Mission, joins Andrew and Dan to talk about bridging the gap between venture capital, public service, and societal change. Drawing from his experience in private equity, academia, and government collaborations, Arun explains how the narrative around public vs. private sector careers is outdated—and how his organization is building pathways for the next generation to serve and lead. He unpacks how Noble Reach is placing top tech talent in government roles, partnering with entrepreneurs to commercialize federally funded research, and reshaping how universities teach service and innovation. [00:01 – 05:00] Mission Meets Capitalism The importance of steering capitalism toward public good How venture capital can be applied to solve societal challenges Why profit and purpose aren't mutually exclusive [05:01 – 10:33] Solving the Talent Gap in Public Service The need to make government service more prestigious for young people Why respect from peers matters more than compensation The significance of reframing public service as a career enhancer [10:34 – 15:18] From Research to Market How federally funded research can be commercialized through partnerships Why operation-style collaboration between sectors should be normalized The importance of giving research more “at-bats” instead of shelving it [15:19 – 20:33] Measuring Impact, Not Just Intent The importance of tracking scholar placement and career progression What success looks like for research commercialization Why academic curriculum reach matters in changing perspectives [20:34 – 24:28] Rebuilding Trust Through Dual Citizenship How creating dual-sector citizens fosters long-term civic engagement The importance of treating public servants with dignity Why understanding both worlds can reduce distrust and stereotypes Connect with Arun! Key Quotes: “This isn’t about doing good or doing well. It’s about how we point capitalism toward solving societal problems.” - Arun Gupta “We need more dual citizens—people who understand both the public and private sectors—because it’s easy to demonize what you’ve never been part of.” - Arun Gupta Visit our website to learn more about High-Quality Recession Resistant Assets for the Everyday Investor -- LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on , ,, , or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the next episode COMING SOON /episode/index/show/rrpod/id/36556390

Impact Investing with Heart: Building Community-Focused Real Estate Investments | Alpesh Parmar 04/30/2025

Impact Investing with Heart: Building Community-Focused Real Estate Investments | Alpesh Parmar How can your investments create both financial return and meaningful community impact? Entrepreneur and investor Alpesh Parmar joins the Real Returns podcast to share how a layoff in 2009 sparked his journey into real estate—and why impact now drives every decision he makes. Alpesh discusses his evolution from buying turnkey rentals to investing in mobile home parks and RV parks, emphasizing how he balances ROI with what he calls ROT: Return on Time. He also shares the story behind co-authoring Growing the Money Tree for Kids, a book that turns financial concepts into digestible lessons for children. Whether you're wondering how to invest out of state, why impact matters in real estate, or what it looks like to teach your kids about money, this episode delivers. [00:01 - 05:24] Laid Off and Leveling Up The significance of not having passive income when crisis hits. Why Alpesh gravitated toward real estate despite no background in investing. What led him to begin exploring other income streams before narrowing his focus. [05:25 - 10:16] Real Estate Without Borders The importance of turnkey providers in starting out. Why he shifted from buying single-family homes to larger multifamily deals. The need for strong partnerships and local teams in remote investing. [10:17 - 15:27] Measuring More Than ROI What ROT (Return on Time) means in practice. The importance of aligning investments with personal values. Why his mobile home park turnaround is his proudest achievement. [15:08 - 20:48] Building Real Community What a strong property manager can do to maintain community connection. Why social events like potlucks build more than just rapport. The significance of creating ownership pride among residents. [20:49 - 24:30] Teaching Kids to Grow Money Trees The need for simplified, relatable financial education for children. Why involving kids in writing made them grasp financial concepts. What the book covers—from stocks to silver coins—and how it became a resource. Connect with Alpesh! https://moneytreebooks.com/ Key Quotes: “Before, it was all about ROI. Now, it’s also about the kind of impact I can make through that investment.”- Alpesh Parmar “Now I won't invest in stocks like cannabis or alcohol. If I don't believe in it, I won't fund it.” - Alpesh Parmar Visit our websiteto learn more about High-Quality Recession Resistant Assets for the Everyday Investor -- LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on,,,, or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the next episode COMING SOON /episode/index/show/rrpod/id/36363950

Turning Challenges into Opportunities: An Impactful Real Estate Journey | Gavin Gallagher 04/16/2025

Turning Challenges into Opportunities: An Impactful Real Estate Journey | Gavin Gallagher What if the greatest investment lesson comes not from success, but from failure? In this episode, Gavin J Gallagher, real estate veteran and host of Behind the Facade, shares his journey from a starry-eyed architect to the developer of a 40-acre award-winning business campus—and the brutal fall that nearly ended it all. He opens up about the crash of 2008, losing his family home, the weight of financial ruin, and ultimately, how he found clarity, purpose, and resilience. This episode is about more than real estate. It's about navigating identity, ego, and rebuilding from rock bottom. [00:01 – 05:30] | Skyscrapers and Spark • How early exposure to new environments can spark lifelong ambition • Why recognizing financial upside can influence career shifts • The importance of aligning skills with opportunity for long-term growth [05:31 – 10:20] | Turning Trash into Treasure • What it takes to manage complexity in large-scale redevelopment • Why phased development with committed tenants reduces risk • The significance of hands-on learning in shaping leadership [10:21 – 15:44] | From Celtic Tiger to Collapse • Why market cycles matter more than individual skill • How ego can cloud judgment during financial success • The importance of risk awareness even in bullish markets [15:45 – 21:25] | Rebuilding from Ruin • Why taking ownership is the first step to recovery • The significance of mindset, relationships, and energy when money is gone • How perspective changes when you focus on what remains instead of what's lost [21:26 – 28:11] | Purpose After Pain • The importance of mental health awareness in high-stress industries • Why family and values must anchor your work in difficult seasons • How sharing your story can offer others a path forward Connect with Gavin! https://www.instagram.com/gavinjgallagher/?hl=en Key Quotes: "The banks took the house, but they couldn’t take my experience, my network, or my energy." – Gavin J Gallagher "I remember thinking, I may be losing everything, but I’m not going to lose myself." – Gavin J Gallagher Visit our websiteto learn more about High-Quality Recession Resistant Assets for the Everyday Investor -- LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on,,,, or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the next episode COMING SOON /episode/index/show/rrpod/id/36182940

Transforming Vacant Homes: Impact Investing in Affordable Housing | Kurt Byers 04/02/2025

Transforming Vacant Homes: Impact Investing in Affordable Housing | Kurt Byers Can revitalizing distressed properties solve America's affordable housing crisis? Kurt Byers, Head of Business Development at New Western, discusses the impact of investing in affordable housing. New Western operates the largest real estate investment marketplace in the country, connecting investors with distressed properties that need rehabilitation. Kurt explains how local investors are helping revitalize communities by purchasing vacant homes, renovating them, and selling them at price points accessible to first-time homebuyers. The conversation explores the mechanics of these investments, the current market conditions, and the social impact of bringing distressed properties back to life. [00:01 - 05:00] Revitalizing Communities One House at a Time New Western operates as a marketplace connecting investors with distressed properties Approximately 3-4 million vacant homes in the US need substantial repairs Investors typically bring properties back to market at 20% below median price points [05:01 - 10:54] The Mechanics of Distressed Property Investment Most properties appeal to first-time homebuyers looking for turnkey starter homes Older inventory in northeastern cities often requires significant rehabilitation New Western operates in approximately 40 markets across the country [10:55 - 15:23] Financing Rehab Projects and Market Dynamics Investors typically use cash, hard money, or private money to purchase properties Currently about 65% of investors are flipping properties within 3-6 months New Western requires investors to physically inspect properties before purchase [15:24 - 19:47] The Impact of Local Investors vs. Corporate Buyers Many investors are "mom and pop" operations doing just a few projects per year Investors take on significant risk to rehabilitate severely distressed properties New Western carefully balances acquisition volume with investor capacity [19:48 - 22:38] Personal Growth and Professional Evolution Kurt transitioned from speech pathology to real estate business development He emphasizes proactive problem-solving without waiting for instructions Kurt uses AI tools to educate himself on various aspects of the real estate industry Connect with Kurt! Website: Key Quotes: "Our biggest strength is our investors because they're the ones that really fuel the projects in the marketplace." - Kurt Byers "Everyone thinks everyone should own a home, but it's not everyone's best interest at that time to always own. Sometimes renting is best." - Kurt Byers Visit our website to learn more about High-Quality Recession Resistant Assets for the Everyday Investor -- LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on , ,, , or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the next episode COMING SOON /episode/index/show/rrpod/id/35978570

Better Lives Through Ground Gains: Raw Land Investing | Mark Podolsky 03/19/2025

Better Lives Through Ground Gains: Raw Land Investing | Mark Podolsky Ever wondered how to create passive income without the headaches of traditional real estate? In this episode of the Real Returns podcast, Andrew and Dan welcome Mark Podolsky, known as "The Land Geek," who shares his journey from miserable investment banker to successful land investor. Mark reveals his unique business model of buying raw land at deep discounts and selling it with owner financing to create passive income streams. He explains how this approach eliminates the common challenges of real estate investing - no renters, no rehabs, no renovations - while helping people achieve financial freedom. Mark also discusses his passion for teaching others this method and shares insights into his personal growth philosophy. [00:01 - 08:00] From Investment Banker to Land Geek Creating passive income that exceeds fixed expenses Raw land investing eliminates traditional real estate headaches Buying distressed properties and selling with owner financing [08:01 - 13:00] Finding Freedom Through Land Transitioned from investment banking to full-time land investing Completed over 6,500 land transactions since 2000 Offers services for various financial levels [13:01 - 19:00] Impact Through Land Investing Benefits distressed sellers, buyers, and communities Billions of acres available makes competition minimal Focuses on "sunshine states" and rural areas [19:00 - 24:05] Personal Insights and Growth Philosophy Pursues "calm mind, fit body, house full of love" Practices daily Kaizen through structured routines Writing "Zenge" about balancing calm with determination Connect with Mark! https://www.linkedin.com/in/thelandgeek/ Key Quotes: "Create enough passive income where it exceeds your fixed expenses." - Mark Podolsky "We'll all run out of money before we run out of deal flow." - Mark Podolsky Visit our website https://www.birgo.com/to learn more about High-Quality Recession Resistant Assets for the Everyday Investor -- LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, YouTube, or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the next episode COMING SOON /episode/index/show/rrpod/id/35775580

Stewardship of Capital and Communities: Mobile Home Park Investing | Kevin Bupp 03/05/2025

Stewardship of Capital and Communities: Mobile Home Park Investing | Kevin Bupp What makes mobile home parks a powerful investment for impact? Real estate investor and entrepreneur Kevin Bupp joins the show to share his journey into mobile home park investing and how it combines strong financial returns with meaningful social impact. As the founder and CEO of Sunrise Capital Investors, Kevin has spent over 25 years in real estate, building a portfolio of mobile home communities across 18 states. He discusses the unique opportunities in this often-overlooked asset class, the importance of responsible capital stewardship, and the role of affordable housing in creating thriving communities. Kevin also shares insights into team-building, business scaling, and his commitment to mentorship and philanthropy. [00:001 - 05:00] From Bartender to Real Estate Investor Kevin's early entrepreneurial drive and introduction to real estate at age 19 Scaling up to 120 single-family homes before the 2008 market crash Lessons from financial struggles and the transition to mobile home parks [05:01 - 10:34] The Birth of Sunrise Capital Investors Rebuilding after financial loss with a focus on smarter business strategies The importance of structuring a business for long-term growth The burden and responsibility of managing investor capital [10:35 - 15:46] Mobile Home Parks: A Unique Investment Model Why mobile home parks offer affordability without government subsidies Common infrastructure challenges and strategies for managing them How mobile home communities foster long-term stability [15:47 - 19:18] Creating Community and Social Impact The balance of financial return and social good in real estate investing The importance of viewing investors as long-term partners How Sunrise Capital fosters stable and thriving communities [19:19 - 23:12] Lessons in Leadership and Continuous Growth Kevin’s approach to networking with like-minded investors The role of masterminds and peer groups in business growth Book recommendation: The Go-Giver and its impact on leadership Connect with Kevin! https://www.facebook.com/RealEstateDone4U/ https://www.linkedin.com/in/michaeldrew212/ Key Quotes: "We can do well financially, but also do good socially—helping families find clean, safe, and affordable places to live." – Kevin Bupp "Managing investor capital is a privilege and a responsibility—people trust us with their hard-earned money." – Kevin Bupp Visit our website to learn more about High-Quality Recession Resistant Assets for the Everyday Investor -- LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on , , , , or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the next episode COMING SOON /episode/index/show/rrpod/id/35507290

Impact through Affordable Housing, Sustainability, and Community-Building | Ed Mathews 02/21/2025

Impact through Affordable Housing, Sustainability, and Community-Building | Ed Mathews What does it take to transform neglected properties into thriving communities? Real estate investor Ed Mathews joins the show to share how his journey from Silicon Valley to real estate investing led to a business focused on impact. As the founder of Clark Street Capital, Ed has built a reputation for revitalizing properties, improving resident retention, and mentoring aspiring investors. In this episode, he unpacks the financial and social returns of investing in affordable housing, how he fosters long-term tenant relationships, and why he believes mentorship is key to success in real estate. Tune in for insights on sustainable property management, economic growth, and the power of paying it forward. [00:01 - 06:36] The Journey from Tech to Real Estate Ed Mathews’ transition from a 25-year career in Silicon Valley to real estate investing How he built his portfolio from a side hustle to a full-time business Lessons learned from leaping real estate [06:37 - 12:49] Revitalizing Properties and Resident Retention Why Ed focuses on acquiring and improving distressed properties The importance of creating safe, clean, and well-managed communities How prioritizing resident relationships leads to lower turnover and higher returns [12:50 - 18:31] The Broader Economic Impact of Real Estate Investment How Clark Street Capital contributes to local economic growth The ripple effects of property revitalization on neighborhoods The role of small-scale investors in driving change within communities [18:32 - 24:19] The Power of Mentorship in Real Estate Ed’s philosophy on giving back and mentoring new investors The mentors who shaped his career and why he values paying it forward How mentorship has contributed to his business growth [24:20 - 29:31] Sustainable Investing & Future Growth How Ed is integrating sustainability into his developments The role of solar energy in affordable housing projects His long-term vision for Clark Street Capital and real estate investment Connect with Ed! https://www.clarkst.com/about https://www.linkedin.com/in/edmathews Key Quotes: “We buy properties from landlords who have lost their passion, and we breathe new life into them—not just for profit, but for the people who call them home.” - Ed Mathews “Retention is key. If we can keep tenants happy, it’s not just good karma—it’s smart business.” - Ed Mathews Visit our website to learn more about High-Quality Recession Resistant Assets for the Everyday Investor -- LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on , , , , or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the next episode COMING SOON /episode/index/show/rrpod/id/35383715

Insights and Impact from Season 5 of Real Returns 12/25/2024

Insights and Impact from Season 5 of Real Returns How can resilience, purpose, and thoughtful investments shape a legacy of impact? In this special season recap, Andrew and Daniel revisit the inspiring moments and lessons learned from their diverse lineup of guests. From combating adversity in real estate to driving innovation in venture capital and nonprofit sectors, this episode highlights stories of triumph, purpose, and the drive to make meaningful change. Reflect on key insights from wealth managers, venture capitalists, and nonprofit leaders who share strategies for financial freedom, impact investing, and creating generational wealth. [00:01 - 05:16] From Financial Lows to Transformative Giving Paul's journey from financial hardship to successful investor The power of giving as a path to recovery The Stockdale paradox in action: brutal honesty with unwavering hope [05:17 - 10:25] Venture Capital's Role in Diversity and Impact Mike's unique approach to diversity-focused investing The immediate impact potential of venture capital The quantitative approach to measuring diversity progress [10:26 - 15:33] Building Wealth with Purpose Dave's holistic approach to freedom through wealth Zain's contrasting investment strategies in VC vs real estate The importance of balancing financial success with personal growth [15:34 - 20:55] Nonprofit Innovation and Mindset Transformation Stand Together's approach to empowering individuals The importance of addressing root causes rather than symptoms Innovation in retirement planning accessibility [20:56 - 24:36] Local Impact and Long-term Vision John's journey from the corporate world to real estate Kirk's perspective on business impact The multiplier effect of strategic nonprofit investment Key Quotes: “Man, wealth is not the end all be all. It’s just a little piece of the puzzle.” — Daniel Croce “It’s not about if you’re having an impact, but what kind of impact you’re having.” — Andrew Reichert Visit our website to learn more about High-Quality Recession Resistant Assets for the Everyday Investor -- LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on , , , , or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the next episode COMING SOON /episode/index/show/rrpod/id/34595955

Building Impact by Catalyzing Growth and Jobs Through Investing | Kirk Botula 12/11/2024

Building Impact by Catalyzing Growth and Jobs Through Investing | Kirk Botula What does it take to build businesses that last centuries and truly fuel human flourishing? In this episode of the Real Returns Podcast, Andrewt and Dan welcome Kirk Botula, Chief Strategy and Operations Officer at InnovationWorks. Kirk shares his journey through technology commercialization, his views on the role of business in human flourishing, and the critical interplay between economic impact and job creation. The conversation dives into how InnovationWorks fosters entrepreneurial success, the philosophy behind patient capital, and the societal value of businesses that persist over time. Whether you're a tech enthusiast, a startup founder, or someone curious about long-term economic impact, this episode offers fresh perspectives and actionable insights. [00:01 - 07:04] A Life in Tech Commercialization Kirk's early experiences and career milestones His formative encounter with Pittsburgh's economic challenges The shift from nonprofit fundraising to technology commercialization [07:05 - 14:19] A Philosophy of Business The fundamental role of work in human flourishing Why businesses are essential for community well-being Critique of shareholder value maximization [14:20 - 21:26] Building Sustainable Impact InnovationWorks’ strategy in investing and ecosystem building The balance of job creation and return on investment Stories of businesses with long-term visions and impact [21:27 - 28:21] The Challenge of Creating Persistent Businesses Historical examples of enduring businesses, like Congo Gumi The role of social capital in economic development Balancing investor returns with business longevity [28:22 - 34:37] Defining Success and Navigating Growth Encouraging founders to define personal and business success The importance of predicting cash flow and aligning with investors Strategies for failing fast and learning quickly Connect with Kirk! https://www.innovationworks.org/ Key Quotes: "Work is how we grow, leverage our gifts, and benefit the community." - Kirk Botula "Business is to our communities what the sun is to life on earth—it makes everything possible." - Kirk Botula Visit our website to learn more about High-Quality Recession Resistant Assets for the Everyday Investor -- LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on , , , , or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the next episode COMING SOON /episode/index/show/rrpod/id/34371265

Multifamily Mastery: Investing Impactfully | John Casmon 11/27/2024

Multifamily Mastery: Investing Impactfully | John Casmon How can you create wealth, make an impact, and transform communities without displacing the people within them? This episode of The Real Returns Podcast dives into the transformative journey of John Casmon, a real estate entrepreneur and consultant with over $125 million in multifamily assets. Hosted by Andrew Reichert and Daniel Croce, the conversation uncovers John’s approach to value-add investing, his focus on community enrichment, and the education that empowers others to succeed in real estate. With insights on overcoming industry jargon, navigating pitfalls, and aligning with the right partners, John emphasizes the importance of creating impact while achieving financial success. [00:01 - 08:16] From Marketing to Real Estate John Casmon's transition from corporate advertising to real estate investing The impact of corporate instability on his financial planning Early lessons learned through personal investing missteps [08:17 - 16:05] Making Real Estate Accessible Overcoming barriers to entering the real estate market Educating and empowering passive investors The importance of aligning with experienced partners [16:06 - 24:20] Creating Community Impact The ripple effects of investing in multifamily properties Addressing real estate’s reputation and tax benefits Balancing economic viability with social responsibility [24:21 - 32:14] The Sweet Spot: Class B Properties Why Class B properties offer unique investment opportunities Avoiding the pitfalls of luxury and low-tier investments Focusing on housing for workforce demographics [32:15 - 38:21] Practical Advice for New Investors Common pitfalls in underwriting and capital planning The importance of mentorship and continuous learning Advice for both passive and active real estate investors Connect with John! https://casmoncapital.com/ Key Quotes: "If you’re not adding value to people’s lives, you’re missing the point." – John Casmon "Align yourself with people who can help you navigate the process; success is a team effort." – John Casmon Visit our website to learn more about High-Quality Recession Resistant Assets for the Everyday Investor -- LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on , , , , or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the next episode COMING SOON /episode/index/show/rrpod/id/34142936

Shaping the Future: Financial Freedom and Housing Redefined | Damion Lupo 11/13/2024

Shaping the Future: Financial Freedom and Housing Redefined | Damion Lupo What if the secret to transforming an entire industry lay hidden on a napkin? In this inspiring episode, Damion Lupo, an experienced entrepreneur and creator of FrameTec, shares his journey of resilience, innovation, and impact. With over 70 companies to his name, Damion reveals his lessons on turning failures into stepping stones, the importance of learning over winning, and the transformational goals behind FrameTech's sustainable housing solutions. Listeners will discover how Damion’s bold decisions are reshaping the construction industry, addressing the housing crisis, and emphasizing a collaborative approach to societal challenges. [00:01 - 06:17] A Life of Learning Through Loss Winning and learning: redefining failure as a learning opportunity Damion’s journey from massive financial loss to personal growth Building resilience through martial arts and entrepreneurship [06:18 - 12:40] Introducing FrameTec: From Napkin to Reality The origin of FrameTec: a vision to solve the housing crisis Sustainable construction with minimal waste FrameTec’s disruptive approach to reducing framing timelines by weeks [12:41 - 18:45] Building Impact: Environment and Efficiency FrameTec’s nearly zero-waste process benefits both the environment and the bottom line Robotics and automation in FrameTec improve worker safety FrameTec aims to be a model for cooperative growth across the industry [18:46 - 25:22] Impact Beyond Profits: FrameTec’s Unique Value Proposition Comprehensive solutions for developers, from design to finished frames Damion’s vision for FrameTec as a cultural as well as economic influence FrameTec’s long-term capacity goals and plans for national expansion [25:23 - 32:53] Investment as a Tool for Positive Impact The role of integrity and vision in attracting committed investors Damion’s all-in investment approach for projects that align with his values Building trust and transparency as a foundation for business growth Key Quotes: “It’s not about winning or losing. It’s about winning or learning. Every setback is an opportunity to learn and improve.” - Damion Lupo “FrameTec is a vision to impact the construction industry sustainably—cutting waste, saving time, and creating a culture where people are valued.” - Damion Lupo "The money is just a side effect when you’re making a massive impact on people and the planet." - Damion Lupo Visit our website to learn more about High-Quality Recession Resistant Assets for the Everyday Investor -- LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on , , , , or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the next episode COMING SOON /episode/index/show/rrpod/id/33897507

Unleashing Impact Through Investing and Philanthropy | Evan Feinberg 10/30/2024

Unleashing Impact Through Investing and Philanthropy | Evan Feinberg What does it take to shift mindsets and create lasting societal impact? In this episode, Evan Feinberg from Stand Together shares how the organization is transforming approaches to societal challenges. By prioritizing community-based empowerment and bottom-up solutions, Stand Together helps reshape cultural paradigms surrounding issues like poverty, addiction, and education. Feinberg highlights stories of social entrepreneurs who address problems with innovative and human-centered strategies, drawing on Stand Together's unique mix of philanthropic support and entrepreneurial acumen. This conversation provides deep insight into how effective impact isn’t just about solving problems but changing perceptions and empowering individuals to create enduring change. [00:01 - 06:12] The Road to Stand Together Human flourishing as a guiding principle can drive societal impact Stand Together's approach is rooted in community involvement The foundation aims to empower people by addressing systemic issues [06:13 - 12:08] Stand Together’s Mission and Philosophy Tackling social problems with a collaborative business leader network Emphasis on shifting mindsets over simply addressing symptoms Promotes individualized approaches in sectors like education and healthcare [12:09 - 18:56] Rethinking Approaches to Societal Challenges Moving from top-down control to bottom-up empowerment Misconceptions about poverty and addiction hinder solutions Empowerment through social entrepreneurship can drive change [18:57 - 24:21] Success Stories and Real-World Impact Highlighting the Phoenix, a peer-based addiction recovery movement The importance of scaling impactful projects effectively Real-life examples showcase Stand Together's influence on societal norms [24:22 - 31:03] Strategic Philanthropy and Investment Blending philanthropy with strategic, targeted investments Nonprofits and for-profits can partner effectively for social impact The role of creativity in finding sustainable solutions Connect with Evan! https://standtogether.org/ https://www.linkedin.com/in/evan-feinberg-7605993a/ Key Quotes: "Our goal isn’t just to solve problems; it’s to change paradigms about people and the challenges they face." - Evan Feinberg "When a business creates value for customers. It is creating value in society." - Evan Feinberg Visit our website to learn more about High-Quality Recession Resistant Assets for the Everyday Investor -- LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on , , , , or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the next episode COMING SOON /episode/index/show/rrpod/id/33648942

Adversity as a Catalyst for Organizational and Philanthropic Impact | Zain Jaffer 10/16/2024

Adversity as a Catalyst for Organizational and Philanthropic Impact | Zain Jaffer How does overcoming adversity shape the mindset of a successful entrepreneur and philanthropist? In this episode of Real Returns, Zain Jaffer, a dynamic entrepreneur, investor, and philanthropist, joins Andrew and Danto share his remarkable journey from a challenging upbringing to selling a company for $780 million. Zain reflects on the hardships he faced, including growing up with the wrong role models and navigating failure in early ventures, and how those experiences instilled resilience and grit. Now, as the leader of his family office, Zain invests in real estate, startups, and philanthropic projects, maintaining a keen focus on integrity and impact. This conversation dives deep into the intersections of purpose, profit, and philanthropy, offering valuable lessons for both aspiring and seasoned investors. [00:01 - 06:14] The Power of Integrity in Business Integrity should be the cornerstone of every business decision Founders who value money over ethics are a risk in the long term Building trust and transparency with investors is crucial for success [06:15 - 12:58] Zain’s Early Life: From Refugee to Entrepreneur Adversity builds resilience and grit, which are essential for entrepreneurship Role models may be scarce in difficult environments, but self-reliance and learning can fill the gap Discovering the internet early helped Zain develop his entrepreneurial skills [12:59 - 19:23] Facing Discrimination and Turning it into Motivation Different backgrounds can set you apart, but they can also fuel determination to succeed In competitive environments, outworking others can make all the difference Adversity creates grit, which is invaluable in both business and personal growth [19:24 - 26:07] The Shift from Startups to Real Estate Investments Startups are unpredictable; focus on founders, not just ideas In real estate, trust the numbers, not the grand visions Integrity and transparency are as important in real estate as in startup investing [26:08 - 32:36] Balancing Purpose and Profit in Impact Investing Impact investing can blend financial returns with societal impact Foundations have a different focus, where impact takes precedence over profit Integrity and long-term thinking are key factors in making meaningful investments Connect with Zain! https://zainjaffer.com/ https://www.linkedin.com/in/zainjaffer Key Quotes: "Challenges build grit. And when you combine grit with hard work, it’s amazing what you can accomplish." - Zain Jaffer "When someone pitches you with a money-hungry view, they’ll screw you when they can. Integrity is what makes the difference." - Zain Jaffer Visit our website to learn more about High-Quality Recession Resistant Assets for the Everyday Investor -- LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on , , , , or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the next episode COMING SOON /episode/index/show/rrpod/id/33473732

Impact of a Holistic Wealth Strategy through Freedom of Money, Purpose, Time, and Relationships | Dave Wolcott 10/02/2024

Impact of a Holistic Wealth Strategy through Freedom of Money, Purpose, Time, and Relationships | Dave Wolcott What is true financial freedom and how can it go beyond just wealth? In this episode, Dave Wolcott, founder and CEO of Pantheon Investments, dives deep into what true wealth and freedom mean. Dave shares his journey from a Marine Corps captain to a leading figure in the investment world, revealing the ultra-wealthy's strategies to achieve financial success and holistic freedom. He emphasizes the importance of mindset, strategy, and creating a vision that encompasses financial independence and freedom of time, relationships, and purpose. This episode provides actionable insights for anyone looking to reframe their thoughts on wealth and freedom. [00:01 - 05:44] From Marine Corps to Millionaire Personal background shapes how you view wealth and security Traditional financial advice may not be enough for long-term wealth Major life events, like starting a family, can shift financial priorities [05:45 - 10:46] Beyond Financial Independence True wealth includes more than financial freedom—consider time, relationships, and purpose The importance of defining what freedom means for each individual The "Four Freedoms" concept: money, time, relationships, and location [10:47 - 15:00] Building Your Wealth Vision Creating a clear wealth vision is essential for any financial strategy Family offices and successful businesses always have a vision; so should individual investors Without a target, you'll miss every time—defining goals helps avoid missteps [15:01 - 20:27] Dave’s Investment Strategy Diversify investments across strong sectors like real estate, energy, and private credit Aim for a "three-dimensional return" with tax efficiency, passive income, and appreciation Alternative investments often outperform traditional stock market approaches [20:28 - 26:09] The Holistic Wealth Strategy Investing is more than just picking assets; it’s about supporting a broader life strategy The importance of mindset in building sustainable wealth Leveraging tools like infinite banking to optimize and multiply returns Connect with Dave! https://pantheoninvest.com/ Key Quotes: "The top 1% are not building their wealth in the stock market; they're leveraging alternative investments to create true financial freedom." — Dave Wolcott "Freedom isn’t just about money. It’s about purpose, relationships, time, and location." — Dave Wolcott "If you don't have a clear vision for your wealth, you'll miss the target every time." – Dave Wolcott Visit our website to learn more about High-Quality Recession Resistant Assets for the Everyday Investor -- LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on , , , , or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the next episode COMING SOON /episode/index/show/rrpod/id/33288772

Revolutionizing Impact Investing Through Early-Stage Support and Diversity Initiatives | Mike Cardamone 09/18/2024

Revolutionizing Impact Investing Through Early-Stage Support and Diversity Initiatives | Mike Cardamone How does early-stage venture capital shape not only the success of startups but also the future of industries? This week, Andrew and Daniel are joined by Michael Cardamone, CEO and Managing Partner of Forum. Michael discusses the impact of early-stage venture capital, the importance of investing in diverse founders, and the potential societal impact of the startups they support. He delves into the venture studio model and highlights how his firm helps launch innovative companies in sectors like healthcare and tech. With practical advice for both investors and entrepreneurs, this episode provides a unique look into the world of venture capital and the driving forces behind successful early-stage investments. [00:01 - 05:07] The Venture Capital Landscape Investing in companies before others believe in them. Creating jobs and impacting the economy at large. Venture capital's role in driving innovation across industries. [05:08 - 10:48] Impact through Diversity Forum Ventures focuses on building diverse teams early on. Tracking diversity KPIs helps improve the inclusivity pipeline. Diverse teams lead to more innovative and resilient businesses. [10:49 - 15:15] Investing in Healthcare and Tech Startups in healthcare can drive large-scale impact. Companies like Blooming Health and Remo Health help people manage care at home. AI-based solutions are transforming diagnostics in cancer care. [15:16 - 20:56] The Venture Studio Model Forum Ventures creates companies from scratch through a venture studio. Deep founder-market fit is crucial for success. Early customer feedback and strong CEO leadership drive success. [20:57 - 26:56] Advice for Aspiring Investors and Founders Understanding your unique advantage is key to succeeding in venture capital. Founders should leverage industry experience and network connections. Storytelling and vision play a pivotal role in raising capital. Connect with Michael! https://www.forumvc.com/ Key Quotes: "We look closely at how we can drive more diversity and inclusion in our pipeline." – Michael Cardamone "It’s not just about the businesses we invest in but also about the people behind them and the jobs they create." – Michael Cardamone Visit our website to learn more about High-Quality Recession Resistant Assets for the Everyday Investor -- LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on , , , , or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the next episode COMING SOON /episode/index/show/rrpod/id/33046662

The Highs and Lows of Real Estate Investing | Paul Moore 09/04/2024

The Highs and Lows of Real Estate Investing | Paul Moore What happens when you decide to give your way out of debt, and can such radical actions lead to not just financial recovery, but also a life of impactful investing? In this episode of the Real Returns Podcast, Andrew and Daniel sit down with Paul Moore, a seasoned real estate investor, author, and fund manager, who shares his incredible journey from being $2.5 million in debt to financial freedom. Paul’s story is not just about bouncing back but about transforming financial success into meaningful impact. He discusses his experiences in various investment ventures, his philosophy on the intersection of financial success and societal impact, and his dedication to combating human trafficking through strategic philanthropy. Paul's insights are a must-listen for anyone interested in how capital can create both wealth and positive change. [00:01 - 04:23] From Engineering to Entrepreneurship The importance of pivoting in one's career to find true passion How early financial success doesn't always equate to long-term fulfillment The role of social responsibility in business from the start [04:24 - 08:57] Overcoming Financial Ruin The impact of the 2008 financial crisis on personal wealth How unconventional methods can lead to recovery The importance of resilience and innovation during financial hardship [08:58 - 12:22] The Foundation of Wellings Capital The evolution of Wellings Capital from a multifamily syndicator to a diversified fund manager Why over-leveraging and speculation are risky even in "safe" investments The importance of ethical investing and its impact on communities [12:23 - 17:38] Combating Human Trafficking: Philanthropy Through Investment How strategic philanthropy can be integrated into business practices The shocking reality of modern-day slavery and the financial power behind it The role of investors in raising awareness and funding solutions to global issues [17:39 - 22:11] Future Plans and Personal Growth The importance of aligning with the right partners for business growth How personal habits can influence professional success The long-term vision for Wellings Capital Connect with Paul! https://www.wellingscapital.com/ Key Quotes: "We have the highest number of enslaved people in history today, and it's up to us to do something about it." - Paul Moore "I decided I was going to give my way out of debt. It was a radical, countercultural move, but it worked." — Paul Moore Visit our website to learn more about High-Quality Recession Resistant Assets for the Everyday Investor -- LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on , , , , or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the next episode COMING SOON /episode/index/show/rrpod/id/32881182

Insights and Impact from Season 4 of Real Returns 05/29/2024

Insights and Impact from Season 4 of Real Returns How do diverse perspectives shape impactful decision-making in business and investing? In this season four recap of the Real Returns podcast, hosts Andrew and Dan reflect on a successful season filled with insightful conversations with various industry leaders. They discuss the importance of diverse perspectives, and impactful decision-making, and share personal anecdotes and lessons learned from their journey in podcasting and investing. From innovative business models to sustainable investing and community-focused approaches, this episode encapsulates the core themes and takeaways from the season. [00:01 - 05:11] Reflecting on Two Years of Podcasting Together Podcasting can enhance business partnerships and personal growth Learning from early mistakes helps improve content quality Consistency and teamwork are crucial for long-term success [05:12 - 10:59] Impact and Influence The impact equals force over time Negative impacts and unintended consequences are vital to consider Pausing before decisions enhances their impact [11:00 - 15:24] Aligning Values & Community Building Values alignment is crucial in investing Stakeholders' alignment drives successful outcomes Prioritizing customer experience transforms the business model [15:25 - 23:38] Innovative Real Estate The sharing economy can transform real estate Empty spaces can generate additional income and impact Innovative approaches can redefine traditional industries Key Quotes: "Venture capital is one of the most clear ways to be impactful in the world." - Daniel Croce "Diversity of thought is one of the most important things to the success of any organization." - Andrew Reichert Visit our website to learn more about High-Quality Recession Resistant Assets for the Everyday Investor -- LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on , , , , or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the next episode COMING SOON /episode/index/show/rrpod/id/31490142

Elevating Impact: Pioneering Paths in Purposeful Investing | Lane Kawaoka 05/15/2024

Elevating Impact: Pioneering Paths in Purposeful Investing | Lane Kawaoka Have you ever considered what lies beyond the traditional investment routes that could potentially accelerate your financial growth? This week, Andrew and Dan dive into a fascinating conversation with real estate mogul Lane Kawaoka. Lane, an expert in multifamily real estate investments and syndications, shares his journey from a disillusioned engineer to controlling over $2 billion in assets. He discusses the transformative power of real estate, the strategic benefits of investing in secondary markets, and the importance of community impact through investment. The episode uncovers the nuances of financial freedom and offers insights into effective investment strategies that prioritize both profitability and ethical impact. [00:01 - 07:51] The Wealth Elevator Introduction The importance of community in investment journeys The concept of "wealth elevator" as a framework for financial growth Initial overview of Lane's real estate investment strategy [07:52 - 14:42] From Engineer to Real Estate Powerhouse Lane's transition from engineering to real estate The impact of passive income realization Early challenges and successes in real estate investment [14:43 - 21:05] Revolutionizing Investment Access Lane's approach to democratizing real estate investment The concept of "Hui" investment groups in Hawaii Innovations in investment pooling for larger asset acquisitions [21:06 - 28:02] Community Impact and Sustainable Investments Strategies for enhancing community living standards through investments The role of ethical considerations in investment choices Long-term benefits of improving tenant quality and property management [28:03 - 35:20] Future of Real Estate and Economic Outlooks Lane’s insights on economic trends affecting real estate The shift towards development and sustainable asset classes Predictions on interest rates and investment strategies in uncertain times Connect with Lane! https://thewealthelevator.com/ https://www.linkedin.com/in/lanekawaoka/ Key Quotes: "Live where you want, have a lifestyle where you want, but invest where the numbers make sense." - Lane Kawaoka "Everybody's on different parts of this journey and different floors of the wealth elevator." - Lane Kawaoka Visit our website to learn more about High-Quality Recession Resistant Assets for the Everyday Investor -- LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on , , , , or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the next episode COMING SOON /episode/index/show/rrpod/id/31279437

Driving Change in Publicly Listed Real Estate: Finding Impact in Public Markets | Samuel Adams 05/01/2024

Driving Change in Publicly Listed Real Estate: Finding Impact in Public Markets | Samuel Adams How does sustainable investing reshape the landscape of traditional investing and benefit both our planet and portfolios? In this episode, Sam Adams, CEO of Vert Asset Management and a dedicated advocate for sustainable investing, delves into the nuances of ESG metrics in real estate and their broader implications on the financial markets. Sam discusses the challenges and opportunities in mainstreaming sustainable investments and the potential for systemic change through informed investment strategies. He highlights the importance of long-term investments in sustainability and their impact on corporate practices and environmental stewardship. [00:01 - 05:14] Introducing Sustainable Investing Definition and importance of ESG and sustainable investing The role of sustainable investing in modern capitalism Introduction of Samuel Adams and his background [05:15 - 10:50] The Mechanics of Impact Investing Differences between direct and systemic impact investing The role of pricing mechanisms in influencing corporate behavior Insights into public equity markets and sustainable investing [10:51 - 15:57] Assessing ESG Metrics How ESG metrics are integrated and assessed in investment strategies The challenge of quantifying ESG data compared to financial data The importance of advocacy and engagement in sustainable investing [15:58 - 20:40] Corporate Responses to ESG Initiatives Interaction with CFOs on the relevance of ESG metrics Real-world examples of corporate shifts towards sustainability The long-term effects of sustainability measures on corporate valuations [20:41 - 25:58] Future Directions and Personal Insights Samuel's vision for the future of sustainable investing Impact of personal values on professional choices The significance of long-term strategies in achieving sustainability goals Connect with Sam! https://www.vertasset.com/ https://www.linkedin.com/in/samuel-c-adams Key Quotes: "The real impact comes from long-term, systemic change, not just immediate results." — Samuel Adams "Investing in sustainability isn't just about making money; it's about making a difference." - Samuel Adams Visit our website to learn more about High-Quality Recession Resistant Assets for the Everyday Investor -- LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on , , , , or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the next episode COMING SOON! /episode/index/show/rrpod/id/30978183

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