In this episode of the Accredited Investors Only podcast, I’m joined by the dynamic Michelle Jeong, founder and managing partner of Fire Capital. Michelle shares her journey from the high-paced tech world to becoming a full-time multifamily real estate investor, driven by a mission to provide affordable and workforce housing. We dive into how her people-first approach delivers strong returns while positively impacting communities—and why “boring” deals might just be the sexiest strategy around.

Michelle and I explore how to navigate the current economic landscape, what makes a market and deal stand out, and her thorough due diligence process (she checks every unit!). We also talk about the importance of strong property management, cultivating broker relationships, and why the time to act is now if you’re serious about building legacy wealth through real estate. Whether you’re a seasoned investor or just starting, this episode is packed with insights to help you live your accredited life.

Timeline Summary

[0:00] – A motivational nudge on getting past analysis paralysis in your investing journey

[5:34] – Introducing Michelle Jeong and her mission-driven real estate company, Fire Capital

[10:08] – Michelle’s transition from tech to real estate and the personal story behind her FIRE journey

[13:07] – Her early investing experiences and roots in workforce housing

[16:26] – Defining workforce and affordable housing across different markets

[22:02] – The markets Michelle is actively investing in and why

[26:09] – What Michelle looks for in a value-add deal and how she prepares for the unexpected

[32:15] – How she finds and vets her property management teams

[36:27] – Building community with residents and driving retention through meaningful programs

[41:36] – Michelle’s market outlook for 2025 and why she’s optimistic about multifamily

[50:24] – The tax advantages of investing in real estate and FIRE Capital’s long-term vision

[52:33] – How to learn more about Michelle and connect with her work

5 Key Takeaways

1. Confidence Comes from Action – The best way to overcome analysis paralysis is by building confidence through education, networking, and real-world engagement.

2. Workforce Housing Has Resilience – This segment offers both social impact and financial stability, especially in markets with high demand and limited supply.

3. Due Diligence is Non-Negotiable – Michelle’s team inspects every unit pre-acquisition—right down to flushing toilets—to eliminate surprises and prepare accurate budgets.

4. Strong Teams Are Essential – From broker relations to property management, having the right people in the right roles makes all the difference in executing a business plan.

5. “Boring” Financing is Sexy – In volatile markets, stable agency loans with predictable terms offer peace of mind and long-term reliability for investors.

Links & Resources

• Michelle Jeong’s website: InvestingWithFIRE.com

• FIRE Capital Group email: [email protected]

Closing Remarks

If you enjoyed this episode, make sure to rate, follow, and share the podcast with fellow investors. And don’t forget to leave a review—it helps others find the show and join us in living the accredited life. Thanks for tuning in!

In this episode of Accredited Investors Only, I’m joined by the dynamic Aviva Sonenreich—Managing Broker of Warehouse Hotline in Denver—to pull back the curtain on the lesser-known but increasingly vital world of small-bay industrial real estate. From working in a multigenerational family business to building a thriving brand in a niche market, Aviva shares candid insights into navigating the industrial real estate sector.

We dive deep into what makes C-class warehouses so attractive, how e-commerce and pandemic trends have reshaped the market, and the surprising role of social media in driving leads and growing investor interest. If you’ve ever considered branching out from residential real estate or want to understand the power of digital presence in CRE, this episode’s for you!

Timeline Summary:

[0:00] - Introduction

[2:14] - Meet Aviva: Managing Broker, media-savvy CRE pro, and third-generation warehouse investor.

[4:24] - What defines C-class warehouses and why they’re the bread and butter of industrial real estate.

[7:25] - How e-commerce and COVID transformed warehousing into a hot asset class.

[9:00] - Perks of leasing to tradespeople—think upgraded spaces at move-out.

[11:43] - The origin story of Aviva’s family business and the role mentorship plays in CRE success.

[17:17] - Aviva’s view on today’s market: steady but strained by taxes and insurance.

[22:07] - Why branding matters: turning “dirty warehouses” into hip restaurants and trending topics.

[24:00] - Surprising stats on TikTok and where your next industrial deal lead might really come from.

[28:00] - Cold calls, Google ads, and the power of a focused brand name like “Warehouse Hotline.”

[34:07] - Market outlook: Aviva’s bullish on warehousing despite economic headwinds.

Key Takeaways

1. C-Class Warehouses Are Underrated Gems – Small-bay industrial spaces are essential for tradespeople and local businesses, with stable demand even in downturns.

2. E-Commerce Changed Everything – The rapid rise of online shopping and COVID’s impact pushed warehousing demand forward by a decade.

3. Social Media Is a Deal Funnel – From TikTok to Twitter, Aviva shows that digital platforms can connect brokers with both clients and capital.

4. Mentorship Matters in CRE – Learning from those before you—whether family or not—can be the edge you need to thrive in commercial real estate.

5. Marketing = Positioning – A name like “Warehouse Hotline” isn’t just clever; it positions you as the go-to expert in a niche and drives leads organically.

Links & Resources

• https://warehousehotline.com/

• Follow Aviva on social: @AvivaRealEstate

If you enjoyed this episode, please consider rating, following, and leaving a review! And don’t forget to share it with someone curious about commercial real estate.

In this value-packed episode of Accredited Investors Only, I sit down with veteran real estate investor and syndicator Stewart Beal, who shares how he went from mowing lawns at 13 to managing over 2,000 units and leading major real estate syndications. Stewart walks us through the mindset and strategies that fueled his success—from navigating the foreclosure crisis to launching funds and closing commercial deals without ever leaving his backyard.

We get into the weeds on everything from blind pool syndications and cash-out refinancing to how zoning can make or break a commercial lease. Stewart also offers golden advice for passive investors on what really matters when evaluating a deal—and spoiler alert, it’s not just the pro forma. Whether you’re looking to get your first deal done or scale with purpose, this conversation is full of takeaways you won’t want to miss.

Episode Timeline & Highlights:

[0:00] – Stewart’s entrepreneurial roots: selling a lawn care business at 19 for $250K

[2:55] – How reading business magazines as a teen set him on a path to real estate

[5:10] – The evolution of his early portfolio: from house hacking to 30+ unit deals

[6:45] – Capitalizing on the foreclosure crisis: acquiring 50+ properties near EMU

[9:00] – Building infrastructure: hiring key team members and scaling operations

[10:30] – From scattered site headaches to full-staffed multifamily management

[11:45] – Transitioning into syndications: Stewart’s first investor partnership

[13:20] – Growing to $130M raised and 130 apartment complexes acquired

[16:10] – The COVID-era pivot: selling everything at peak valuations

[17:30] – Launching Beal Capital and raising funds without partners

[18:55] – The art of raising capital: networking, events, and 10,000+ investor calls

[22:15] – Big vs. small properties: why managing larger assets is often easier

[24:40] – Stewart’s current acquisition strategy: buying 4 properties in one day

[26:00] – What makes commercial space attractive (hint: less mental stress

[29:15] – Why he avoids class C multifamily and focuses on class B-to-A conversions

[31:00] – The only 3 questions he asks before investing in a syndication

[33:00] – How his funds are structured: blind pool, 7% preferred return, 70/30 split

[36:00] – Handling secondary sales of fund shares and keeping investors flexible

[38:15] – Real talk on property management quality and avoiding “dead equity”

[40:00] – Stewart’s regional advantage: investing where the numbers make sense

[42:30] – A candid look at remote investing fails and why proximity matters

Top 5 Key Takeaways:

1. Management Is Everything – The success of any investment hinges more on the sponsor and property manager than the property type or market conditions.

2. Go Local, Go Deep – Stewart’s deep roots in Michigan give him a competitive edge in deal flow, leasing, and property management—something that’s hard to replicate out of market.

3. Commercial Isn’t Dead—It’s Misunderstood – Small, flexible-use office and retail buildings in the right markets still deliver strong returns when well-managed.

4. Syndication Success Requires Specialization – Stewart’s growth came from dividing responsibilities among partners—acquisitions, capital raising, management—not trying to do it all.

5. Blind Pools Offer Strategic Flexibility – Raising capital before finding the exact deal allows Stewart to act fast on high-quality opportunities while still delivering returns through preferred structures and cash-out refis.

Links & Resources:

• Property Management: www.gobeal.com

• Real Estate Syndications: www.bealcapital.com

• Email Stewart: [email protected]

Closing Remark:

If this conversation gave you actionable insights or a new perspective on real estate investing, don’t forget to follow, rate, and review Accredited Investors Only. Share it with a fellow investor or syndicator who’s ready to level up their strategy—and we’ll see you in the next episode.

In this episode, I sit down with Austin Hair—a former professional wakeboarder turned real estate developer—to explore his unconventional path into commercial real estate and the high-stakes world of healthcare site selection. Austin shares how his early days of house hacking and gym franchising laid the foundation for a thriving business focused on recession-resistant, high-demand developments across the country.

We dive into the intricacies of healthcare real estate, why Austin favors buy-and-hold strategies over flipping, and how a passion for data-driven site selection led him to work with national tenants like Panda Express and Chipotle. If you’ve ever wondered what it takes to turn athletic discipline into entrepreneurial momentum—or how to spot an undervalued corner lot that could become a multi-million dollar development—this is the episode for you.

Episode Highlights:

[0:00] - Introduction

[2:03] - Austin introduces his journey from professional wakeboarding to real estate

[3:05] - The creative house hacking strategy that sparked his investing career

[7:11] - Transitioning into gym ownership and leveraging Gym Launch to scale

[9:17] - Learning the power of data-driven decisions through site selection

[13:06] - How healthcare real estate is adapting to inflation and rising rents

[17:09] - Why Austin prefers long-term holding and refinance over flipping

[25:23] - Using podcasting to build B2B relationships with healthcare groups

[32:09] - Drawing entrepreneurial parallels between sports, mindset, and investing

[34:09] - The long-term goal: building a portfolio to pass on for generations

5 Key Takeaways:

1. Delayed gratification is key in both sports and real estate development. Austin draws a powerful parallel between wakeboarding and development—success takes time, consistency, and the ability to power through hard days.

2. Site selection is everything. Austin’s pivot to data-backed location analysis transformed his real estate approach, emphasizing the value of strategic positioning over gut instincts.

3. Healthcare real estate is recession-resistant. With a growing and aging population, Austin focuses on developing properties for dental, urgent care, and other essential services.

4. Refinancing beats flipping. Rather than chasing short-term IRRs, Austin prefers to refinance, reduce tax burdens, and retain long-term equity and appreciation.

5. Relationship-building is a growth engine. Austin uses podcasting and networking to establish trust and secure deals with major healthcare and retail tenants nationwide.

   
   

Links & Resources Mentioned:

• Connect with Austin Hair on LinkedIn

• Learn more about his podcast: Helping Healthcare Scale

• Mentioned Book: The Gap and The Gain by Dan Sullivan and Benjamin Hardy

If you enjoyed this episode, don’t forget to rate, follow, and leave us a review. Share it with someone who’s thinking about leveling up their real estate strategy!

Welcome back to another exciting episode of the Accredited Investors Only podcast! I’m your host, Peter Neill, and today we’re diving deep into the world of real estate investing and partnerships with the incredible Ken Gee, founder and managing member of KRI Partners. Ken brings over 27 years of real estate, banking, and private equity experience to the table, and trust me—you’re going to want to hear his insights.

Before we jump into the interview, I share my personal thoughts on what makes a successful partnership and why alignment, communication, respect, appreciation, understanding, loyalty, and commitment are essential—not just in business but in life. Then, Ken joins us to share his journey from CPA and commercial lender to thriving multifamily real estate investor, fund manager, and educator. We explore how Ken built his portfolio, transitioned into Florida’s competitive market, and how he helps both active and passive investors succeed. This episode is packed with wisdom, practical advice, and the mindset shifts you need to thrive in real estate investing.

Timeline Summary:

[0:00] Living your accredited life: Why strong relationships and partnerships matter

[2:14] The importance of alignment in goals, values, and vision

[4:10] Communication, respect, appreciation, and understanding in partnerships

[8:14] Loyalty and commitment: How to navigate hard times

[11:45] Introducing Ken Gee and his impressive background

[14:12] Ken’s journey from CPA to real estate investor and what sparked his shift

[19:26] How Ken gained confidence, learned the business, and overcame early challenges

[22:18] Building success in Florida and evolving through syndications and funds

[31:50] Ken’s fund structure and the power of keeping it simple and investor-focused

[37:47] The importance of investor education and making informed decisions

[41:17] Ken’s future plans, expansion goals, and advice for entering new markets

[44:56] Where to connect with Ken and learn more

5 Key Takeaways:

1. Strong partnerships are built on alignment, clear communication, mutual respect, and appreciation.

2. Confidence in real estate comes through education, mentorship, and taking that first leap.

3. Discipline and a strict investment “buy box” are essential in competitive markets like Florida.

4. Simple, investor-aligned fund structures can set you apart and build long-term trust.

5. Investor education empowers people to make smarter decisions and avoid costly mistakes.

Links & Resources:

• Website: KRI Partners

Closing Remark:

Thank you so much for tuning in! If you enjoyed this episode, please take a moment to rate, follow, share, and review the Accredited Investors Only podcast. Your support helps us bring you even more incredible guests and valuable insights. See you next time!

In this episode of the Accredited Investors Only podcast, I sit down with Bronson Hill, a former high-earning medical sales professional who transitioned into real estate syndication and built a thriving business helping others achieve time and financial freedom. We talk about what it takes to go from a stable career to creating passive income streams, and how Bronson raised over $45 million in capital while maintaining a lifestyle that allows for travel, creativity, and fulfillment.

Bronson also dives into the real-world framework he uses to evaluate investment opportunities—sharing the order of importance between market, deal, and operator—and why mindset and self-worth are often the missing pieces in wealth-building. This is a must-listen episode if you’re an accredited investor looking to grow your passive portfolio or shift your relationship with money and time.

Episode Highlights

[0:00] - Introduction

[1:32] - Bronson’s journey from earning over $200K in medical sales to discovering real estate syndications

[2:10] - The turning point: why he pursued time freedom over financial security

[3:47] - From buying houses to raising $45M: how he scaled his investing approach

[5:35] - The trap many doctors fall into: active investing that becomes a second job

[6:56] - What it really means to be a passive investor

[7:29] - Building a self-managing business and letting go of control

[9:07] - The mindset shift after leaving corporate life and finding purpose in entrepreneurship

[10:40] - Transitioning into private equity and alternative assets beyond multifamily

[11:20] - Sales skills, capital raising, and relationship building in high-trust conversations

[14:31] - Why some physicians struggle with alternative investing (and how to support them)

[16:10] - Bronson’s asset-agnostic approach: solving investor problems, not selling a product

[21:34] - His “Deal Flow Funnel”: how he evaluates market, operator, and deal fit

[25:07] - A preview of Rich Brain: the habits and mindset of the self-made wealthy

[27:16] - 86% of millionaires are self-made—why belief and identity matter

[28:35] - Understanding wealth worthiness and your subconscious financial thermostat

[32:01] - Why mindset work is as essential as financial due diligence

[35:03] - Behind the scenes of writing a bestselling book and his process for finishing it

[36:47] - How to stay in the right rooms and leverage community to elevate your investing

5 Key Takeaways

1. Time freedom is the real goal – Earning a high income doesn’t matter if you’re still trading all your time to maintain it.

2. You’re not truly passive if you can’t walk away – Bronson explains how to evaluate whether your investments really give you freedom.

3. Mindset drives wealth – Belief in your worthiness is foundational to building and keeping wealth.

4. Market matters most – When vetting a deal, start by evaluating if it’s in a growing, high-demand market.

5. Most millionaires are self-made – Your background doesn’t determine your future; habits and mindset do.

Links & Resources

• Free Guide: How to Use Inflation to Your Advantage – Text INFLATION to 33777

• Bronson Hill’s Website and Investment Opportunities: https://bronsonequity.com/home-bronson-equity/

• Recommended Book: The Gifts of Imperfection by Brené Brown

• Connect with Bronson on LinkedIn, Instagram, or through his investor newsletter

Closing Reminder

If this episode gave you new insight or inspired you to think differently about your financial future, be sure to follow the show, leave a review, and share it with someone you know who’s ready to grow their passive income and unlock more freedom.

In this episode of the Accredited Investors Only podcast, I sit down with Justin Goodin, a multifamily developer based in Indianapolis who has carved his own path from humble beginnings to leading large-scale development projects. We talk about his early start in real estate, how he transitioned from value-add multifamily investing to ground-up development, and the strategies that helped him scale—without a family legacy in the industry.

Justin opens up about the real challenges and rewards of development, how he underwrites deals, and what it really takes to bring an $84 million mixed-use project to life. If you’re curious about the development process, investor expectations, or how to build credibility and momentum as a young developer, this conversation offers a ton of value.

Episode Timeline Highlights

[0:00] - Reflections on Easter, faith, and the power of seasonal renewal

[3:00] - Introducing Justin Goodin: from Indianapolis roots to real estate developer

[4:48] - Justin’s first rental property and early investing challenges

[6:04] - Breaking out of the 20% down cycle and discovering multifamily

[6:27] - From underwriter to investor: how working at a bank shaped his vision

[8:38] - Balancing college, National Guard, and real estate investing

[9:33] - Justin’s first syndication: a 29-unit deal that became 33

[10:02] - What makes development different from traditional investing

[11:43] - Why Justin pivoted to development after a year of deal fatigue

[13:04] - The competitive edge of building from scratch—and the risk

[14:11] - How mentorship helped Justin break into development

[15:49] - Walking through a current $32M, 84-unit project in Fishers, Indiana

[17:55] - Acquiring the land, rezoning, and making the pitch to the city

[20:06] - The importance of pro-development municipalities

[22:10] - Understanding tenant demographics for Class-A properties

[24:49] - Why his underwriting background gives him a strategic advantage

[26:01] - How development underwriting differs from value-add

[27:31] - Investor expectations in development vs. stabilized assets

[29:32] - A laser-focused vision for the future: only Class-A, only Indiana

[30:53] - How to connect with Justin and learn more about his projects

5 Key Takeaways

1. Start Small, Think Big – Justin began with a $44K rental property but always had his sights set on scaling into larger projects.

2. Underwriting Experience Matters – His time as a bank underwriter gave him a sharp eye for deal quality and risk assessment.

3. Development Has a Higher Barrier to Entry – Breaking into the space required a mentor, persistence, and a willingness to play the long game.

4. Investors Need Patience in Development – Unlike value-add projects, development deals typically offer no cash flow until stabilization.

5. Location Is Everything – Justin prioritizes only the best locations within Indiana to maximize tenant demand and project viability.

Links & Resources

• Free 7-Day Email Course on Passive Investing: getindevlopment.com/course

• Connect with Justin on LinkedIn: Justin Goodin

Enjoyed the episode? Make sure to rate, follow, and review the podcast. It helps us grow and continue bringing you high-level conversations with top investors and developers. Thanks for listening!

In this episode of Accredited Investors Only, I sit down with Merrick Lee—better known online as “the coolest guy on the internet”—to unpack a remarkable journey that blends hustle, humor, and a whole lot of heart. From working for free just to get his foot in the door to building websites, apps, and a digital marketing agency, Merrick shares how persistence, mentorship, and risk-taking shaped his success.

We also dive into his entry into the world of real estate syndications—specifically medical office investments. Merrick opens up about what attracted him to this asset class, how he evaluates deals, and why mentorship continues to play a vital role in his life and business. If you’ve ever wondered how to pivot your skills, attract capital, or build lasting wealth through real estate, this one’s for you.

Episode Highlights:

[0:00] - Introduction

[1:12] - Merrick’s early morning thoughts, crypto dips, and late-night market watching

[2:34] - From post-college struggles to getting a break in digital marketing

[5:08] - HGTV obsession turned real estate inspiration

[6:43] - Discovering real estate syndications and the world of passive income

[8:13] - Building authority online—why Merrick ranks as “the coolest guy on the internet”

[10:14] - How an appliance repair turned into a long-term client through SEO

[12:40] - A practical breakdown of SEO, SEM, and local ads for small businesses

[16:34] - Investing in mentorship, learning syndications, and finding purpose

[20:09] - Life lessons from Merrick’s father and learning to take bold, calculated risks

[30:05] - The appeal of triple-net leases and why Merrick loves medical office properties

[36:01] - Gratitude, mindset, and how Merrick keeps his energy high

Key Takeaways:

1. Mentorship is a multiplier – Merrick credits much of his success to people who took the time to teach him. Investing in a mentor helped him accelerate both his marketing and real estate careers.

2. Calculated risks pay off – From working for free to jumping into real estate syndications, Merrick emphasizes the importance of taking bold but informed leaps.

3. Digital marketing opens doors – SEO and local search optimization aren’t just buzzwords—they’re real tools that changed his life and the lives of his clients.

4. Mindset drives momentum – Merrick’s positivity, energy, and gratitude are more than just personality traits—they’re intentional habits that help him show up powerfully every day.

5. Medical office investing is a hidden gem – With stable tenants and triple-net leases, Merrick breaks down why this niche asset class is low-risk and cash-flow-friendly.

Resources:

• Love Capital Partners – Learn more about Merrick’s investment opportunities

• SaveATree.com – The tree and lawn care company Merrick supports as his W-2 role

• The Best Ever Apartment Syndication Book by Joe Fairless – Merrick’s recommended read for new investors

• Want to test the claim? Search “Coolest Guy on the Internet” and see who pops up

If this episode brought you value, be sure to rate, follow, and review the podcast. And don’t forget to share it with a friend or colleague who’s ready to take the leap into digital marketing or real estate investing.

In this episode of Accredited Investors Only, I’m joined by Arn Cenedella, founder of Spark Investment Group and a real estate veteran with more than 35 years of hands-on experience. Arn walks us through his journey from being a realtor in Silicon Valley to building a multifamily portfolio in Greenville, South Carolina, where he’s now a general partner in over 1,100 units and limited partner in another 500.

We explore his transition from single-family homes to multifamily syndications, how he identified his strengths and weaknesses, and how building the right team helped him scale successfully. This conversation is packed with real-world insight on market selection, operational execution, capital raising, and staying aligned with your investment principles. Whether you’re new to multifamily or scaling your portfolio, Arn’s thoughtful approach will give you plenty to think about.

EPISODE TIMELINE & HIGHLIGHTS

[0:00] – Introduction

[5:00] – Arn’s background in real estate and what drew him to multifamily investing

[9:00] – Moving across the country and rebuilding his portfolio from the ground up

[12:00] – Why finding the right operating partner was key to scaling effectively

[14:00] – Understanding your strengths: visionary vs. integrator roles in real estate partnerships

[18:00] – How Spark Investment Group finds and evaluates off-market deals

[20:00] – The power of deep local market knowledge and why Greenville became their niche

[23:00] – Watching for signs of gentrification and market momentum

[26:00] – Arn’s perspective on migration trends and economic growth in South Carolina

[29:00] – The impact of new development on rent growth and underwriting assumptions

[33:00] – Value-add strategies ranging from cosmetic updates to operational overhauls

[36:00] – How Spark structures their investor deals and focuses on long-term performance

[41:00] – Raising capital in a noisy market and building trust through repeat investors

FIVE KEY TAKEAWAYS

1. Know your strengths – Arn identified early on that he was great at finding deals and building relationships, but needed partners strong in operations and systems to scale successfully.

2. Go deep, not wide – Rather than chasing hot markets, Arn focused on becoming a local expert in Greenville, SC, where he leverages in-person insight and community relationships.

3. Respect the power of partnerships – Arn’s business thrives because he aligned with people whose skills complemented his own. Together, they built a sustainable and high-performing team.

4. Value-add is more than renovations – Whether through improving operations or light renovations, Arn tailors each strategy to the property—sometimes small changes deliver big results.

5. Trust is your capital-raising advantage – Arn has built a strong base of repeat investors by doing what he says and putting their interests first. In his words, “if we don’t win for them, we don’t win at all.”

LINKS & RESOURCES

• Website: https://investwithspark.com/

CLOSING REMARK

If you got value from this episode, please take a moment to follow the show, leave a review, and share it with someone you know who’s on their real estate journey. Every share helps us build a stronger community of like-minded investors looking to live the accredited life.

In this episode, I’m joined by Matt Fore—former tech sales leader turned real estate investor and partner at Next Level Income. Matt shares how a sudden and disappointing commission experience in his W-2 job set him on a path toward financial freedom through real estate investing. What started as a way to secure a more predictable financial future has grown into a full-scale investment firm managing deals across multifamily, mobile home parks, and private real estate debt.

We cover everything from mindset shifts and investor psychology to building diversified income streams and how to truly align your investments with your personal goals. Whether you’re new to passive investing or you’re looking for a more strategic approach to wealth-building, Matt’s insights will challenge you to think differently and act intentionally.

Episode Highlights

[0:00] - Introduction

[0:41] - How reframing can unlock new potential in self, health, and wealth

[4:08] - Introduction to Matt Fore and his background in tech sales

[6:48] - The commission check that never came—and why it was a turning point

[9:11] - Matt’s first real estate deal and how he scaled beyond single-family

[10:50] - Transitioning from active flips to passive syndications

[13:09] - Why Matt stopped contributing to his 401(k) and prioritized cash flow

[15:00] - Investing according to your risk tolerance and personality

[18:05] - Understanding Next Level Income’s focus: multifamily, mobile home parks, and debt funds

[20:09] - Why they favor newer construction multifamily properties

[21:08] - The case for mobile home parks and the affordable housing shortage

[22:08] - Inside their short-term lending strategy for fix-and-flip investors

[24:03] - Scaling operations with third-party property management partners

[28:14] - How and when they’re underwriting deals in today’s market

[30:31] - Their mobile home park fund strategy and barbell approach to risk

[34:07] - Long-term vision: building for sustainability, not just short-term exits

[39:01] - The value of strong communication and transparency with investors

[41:10] - Why treating each investor like your only investor makes all the difference

[42:35] - How to connect with Matt and explore his firm’s current opportunities

5 Key Takeaways

1. Unexpected setbacks can create opportunity. Matt’s real estate journey began after losing a major commission—proof that a painful moment can be the push you need to change direction.

2. Cash flow equals freedom. For Matt, real estate’s ability to generate steady income was more important than chasing speculative net worth.

3. Know your investor type. Investing in what aligns with your goals and your personality is key to staying committed and confident through market cycles.

4. Diversification is about balance, not just assets. Next Level Income combines multifamily, mobile home parks, and real estate-backed debt to serve different risk and return profiles.

5. Great operators communicate, especially when things get hard. Matt believes the best investor relationships are built on honesty, transparency, and consistency—especially during challenges.

Links & Resources

• Next Level Income – Schedule a Call

• https://icecreamwithinvestors.com/

If this episode gave you some clarity or made you rethink how you’re approaching your wealth journey, I’d love it if you followed the show, shared it with a friend, and left a quick rating or review. Your support helps us keep the conversations going.