David is the Co-Founder and CEO of Knox Financial, a financial services company specializing in helping people turn the homes they're moving out of, into market-beating investment properties. Through a Frictionless Ownership Platform, David does from finding renters to property maintenance and managing finances. With over a decade of experience working with tech companies and the real estate industry, David now successfully makes owning investment property effortless and profitable.

David was also Founder and CEO of Boston Logic, a leading provider of real estate brokerage software now known as Propertybase. After selling Boston Logic in 2016, David Co-Founded Knox Financial in 2018 while remaining active in the Boston Logic board.

David graduated with a MSME and BSME in Mechanical Engineering from Tufts University. As someone who is incredibly skilled in starting and scaling several companies from idea to profitability, he has a lot to say about property investing, wealth generation, and mortgages. Hosts and listeners will love his tips and insights on getting the Knox edge on owning and profiting from one's home as a smart financial asset.

*DISCLAIMER - We are not giving any financial advice. Please DYOR*

(00:00 - 02:36) Opening Segment

-David is being introduced as the guest Host

-David shares something interesting about herself

(02:36 - 27:49) How To Get Rid of All The Burden In Owning & Managing Property

-David shares how he started a real estate

-David shares how he gets rid of the burden of owning and managing property

-He shares how he works with his clients

-David also shares how he comes up with the idea of creating cash flow and a line of credit

-He also shares his investment strategy with his different clients

-David shares his investment strategy

-He shares all the challenges that he has faced from the financial side

-David shares the qualification if a client bought additional property

-He also shares horror stories about property management

(28:06 - 34:31) Fire round

-David shares his investment strategy

-He also shares his favorite Finance, real estate book, or any related book

-He shares about the website and tools that he can recommend

-David's advice to beginner investors

-Also he shares how he gives back

(34:31 - 35:15) Closing Segment

-If you want to learn more about the discussion, you can watch the podcast on Wealth Matter’s YouTube channel and you can reach out to Alpesh using this link.

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