AZ Tech Roundtable 2.0

Minimal Living Concepts in Real Estate w/ Zander Diamont & Jared Amzallag

BRT S04 EP25 (188) 6-25-2023

What We Learned This Week

• Minimal Living Concepts, offers a simple, turnkey solution and an incredible product. Modern architecture and great design for an ADU (accessory dwelling units)

· Transparent packaging and pricing, Four simple product options and they handle everything – architectural designs, permitting, building.

· No Hassle or Complications - Most people don't want the work of hiring an architect, finding a contractor, dealing with complicated permitting issues, and so many entities.

· Their families both work in the real estate industry. Zander and Jared met working together marketing in LA. Both of them have a background prior to that in real estate.

· Clean Industrial modern look is their style of the home. An open living space with lots of light and function.

· Their families both work in the real estate industry. Zander and Jared met working together marketing in LA. Both of them have a background prior to that in real estate.

Guests: Jared Amzallag & Zander Diamont of Minimal Living Concepts

https://minimallivingconcepts.com/

In 2020, Zander joined Minimal Living Concepts with co-founder Jared Amzallag in a move to Arizona, where they saw an opportunity create a company focused on revolutionizing the new build experience, taking something that has been historically complicated and simplifying it.

Headquartered in Scottsdale, the company has built and sold over 60 ADUs (accessory dwelling units) in Arizona to date. Minimal Living Concepts offers a simple, turnkey solution and an incredible product. Modern architecture and great design. Four simple product options. Minimal Living Concepts, has grown to a team of ten.

Transparent packaging and pricing and they handle everything – architectural designs, permitting, building. Each unit is built with traditional construction methods with starting prices ranging from $150,000 for the smallest guesthouse to $298,000 for a two-bedroom, two-bath 1,178 square-foot minimalist home, to $418,000 for a three-bedroom, 1,600 square foot home.

"We're providing a revolutionary new approach to the traditional building process," says Diamont. "Most people don't want to take on the hassle of hiring an architect, finding a contractor, dealing with complicated permitting issues, and dealing with so many entities. We geek out over the little things, so our customers don't have to."

Jared Amzallag

Born in Los Angeles, Jared moved to Arizona at a young age and grew up in Scottsdale. Jared earned his bachelor's degree in business from the ASU W.P. Carey School of Business where he simultaneously managed marketing and events for Red Bull for several years while earning his degrees. He then moved to Los Angeles where he joined Saatchi & Saatchi to co-manage Toyota's marketing strategy regarding all action sports programs and athlete partnerships. From there, Jared joined Postmates as the Los Angeles City Manager, where he worked to get this new on-demand application, its supply chain, and operation fully established and stabilized in the Los Angeles market.

In 2017, Jared co-founded an advertising agency focused on creating high end short form content for social media campaigns. Clients included Toyota, Nike, Samsung, and American Express. It was through his work in the digital advertising space that he met Zander Diamont, co-founder of Minimal Living Concepts.

The two bonded over a passion for real estate and their shared entrepreneurial drive. When Los Angeles shut down during the pandemic, and Jared was traveling to Scottsdale on a regular basis to visit family, he saw an opportunity to create a company that could build stand-alone home offices for the many people working from home. He immediately recognized that in Arizona construction was moving full speed ahead in the business-friendly environment,

Zander Diamont

Born and raised in Los Angeles, Zander's drive for success began at an early age. A born athlete, he racked up a number of truly distinctive accomplishments while playing football at Venice High School. Zander finished his high school football career with accolades such as Tom Lemming's All American List, Los Angeles City Player of the Year, and the California Jewish Hall of Fame Athlete of the Year. His dominance on the high school field led to an equally impressive collegiate career at Indiana University, where he started as a freshman, set rushing records, and played in back-to-back bowl games.

Zander then applied the same tenacity, drive and determination that propelled him as an athlete to gaining experience in production and advertising positions before launching his own social media agency in Los Angeles. His passion for real estate led him to join his mother Cindy Ambuehl, one of LA's top real estate professionals, in the family business. Zander made a natural transition to luxury real estate, selling over $75 million in real estate in his first two years.

Notes:

Seg 2

They both build and design small houses usually as an add-on to a property - could be a backyard office or mother-in-law home. Also called ADU or accessory dwelling units.

This is a turnkey system where they handle the set up design and build from beginning to end. They have a team that will get the permits, design the structure, and then the contractors to build it. They give clients the full price estimate for the entire site cost, including the feasibility insight study.

Zander and Jared met working together in Los Angeles in marketing. Both of them have a background prior to that in real estate. Their families both work in the real estate industry.

The idea of a minimal living space for a separate add-on to a house has become quite popular. Multi generational housing, to have relatives close by but not in the same house. Also more cost-effective sometimes than using assisted-living or having older parents move into a community.

A one bedroom structure is a $200 K build, and commonly could be used as a Snowbird condo. Sizes range from anywhere from 350 to 1200 ft.

Seg 3

The style of the small home could be similar to a primary home, good living space with 9 to 10 foot ceilings. It is common that they would be built on a bigger property as this looks similar to a rental apartment in a backyard or a pool house.

Jared's family moved to Florida to build a real estate business. They do 40 flips a year. Prior to that they built a business on the West Coast called Computer Guidance, and exited over 10 years ago, selling the business.

Zander comes from Los Angeles where his mom is one of the top realtors. Both Zander and Jared have sales and marketing backgrounds.

They did lots of research prior to starting Minimal Living Concepts. They studied all types of alternative and smaller building including container homes and modular type homes. They got their first client Tom, and were able to build one ADU, and now they had proof of concept.

In doing their research they didn't really like the pre-fabricated homes or container homes. There were lots of complications in converting them and setting up utilities.

Their style of home still maintains that clean industrial, but modern look. An open living space with lots of light and function.

Seg 4

Minimal Living clients typically are looking for these types of small dwellings, and then reach out to them. They have a team of 8 people which consists of design, sales, architects, and construction.

ETA timeline to create the small space is 7 months from start to finish. It can take up to 3 months for permitting, and then an additional 4 months to build.

Common requests are for anything from a pool house to a 1 to 2 bedroom. The operation is totally turnkey, created for built to order. This is the most seamless path to create a small house.

The idea is like a show room, where a client would go in and then have a few choices for each room to pick out, i.e. cabinets, bathroom fixtures, paint, etc.

Minimal Living next project will be to take their modern minimalist design and apply it to building a primary residence. These could be 2 to 3000 square-foot homes.

Their business has been totally self-funded by sales. They currently do not have investors. They expect to take on some investors in the future to create spec builds for primary residences.

Minimal Living Concepts is more than a niche industry to build small homes. Their company is really more about the design idea for having a minimalist looking home.

Seg. 1

Replay Clip from –

Karma – The Art of Architecture Design w/ Jason Boyer of Boyer Vertical

BRT S04 EP12 (174) 3-19-2023

What We Learned This Week

• Architect first, then a Developer. All about the Design of a project.
• No unlimited budget. You have to work within your constraints to build better projects.
• Real Estate is a Team sport. Build your relationships as it becomes a major part of your success.
• Good Design is Good Business

We revisit the interview with Jason Boyer talking about design

Full Show: HERE

Real Estate Topic:

https://brt-show.libsyn.com/category/Real+Estate-Construction-Land-Farming

Investing Topic: https://brt-show.libsyn.com/category/investing

More - BRT Best of: https://brt-show.libsyn.com/category/Best+Of

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Please Subscribe to the BRT Podcast.

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The show where Entrepreneurs, High Level Executives, Business Owners, and Investors come to share insight and ideas about the future of business. BRT 2.0 looks at the new trends in business, and how classic industries are evolving.

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BRT Podcast Home Page: https://brt-show.libsyn.com/

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More Info: https://www.economicknight.com/podcast-brt-home/

KFNX Info: https://1100kfnx.com/weekend-featured-shows/

Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.

Factory Automation + Robots w/ Brett Dooley of Bosch Rexroth

BRT S04 EP24 (187) 6-18-2023

What We Learned This Week

• Rexroth does factory automation, assembly lines, and robotic manufacturing – they setup the whole process + software
• Factories in recent years have gone more and more to automation and robotics. The idea being zero people on the factory floor or 'lights out'.
• There are also transport robots, AI or autonomous robot transports. They deliver goods and parts around the factory floor.

· Brad Dooley has a background as an engineer (post career in the Navy) he is the only Rexroth employee in Arizona. His job is to create business relationships with EV, battery and chip industries.

· Factory Automation - The planning cycle could be several years. These big factories could be making millions of parts for example - spark plugs in the auto industry.

· Modern factories are a collaborative workspace, people in machines in the same space in a safe manner.

Guest: Brett Dooley - Senior Technical Sales Engineer, Bosch Rexroth

https://www.linkedin.com/in/dooleybrett/

Brett Dooley is a mechanical engineer at Bosch-Rexroth. He collaborates with business owners as well as engineers to develop targeted solutions for motion control and automation challenges. Brett uses his wide experience in business development, industrial repair, and a decade as an electronics tech in the US Navy submarine force to ensure delivery of an effective and robust automation system.

Bosch Rexroth

https://www.boschrexroth.com/en/us

YOUR PARTNER FOR THE NEXT GENERATION OF MOBILE MACHINES

Whether driving or working, hydraulic, hybrid or fully electric, Bosch Rexroth offers highly efficient, low noise and powerful electric motors, generators, inverters and hydraulics combined with modular software modules.

2017 - Today: Bosch Rexroth drives the digital transformation of the Factory of the Future, exceeds the limits with Connected Hydraulics and sets the stage for Transforming Mobile Machines. All products and solutions contribute to a more sustainable development of machines, manufacturing and daily life.

2001 – 2016: Move to one brand for software driven and interconnectible Drive & Control solutions

The merger of Mannesmann Rexroth with Bosch Automationstechnik establishes a global leader for Drive & Control solutions. They reach new levels of seamless integration of all relevant technologies for improved energy efficiency and safety.

The origin of Bosch Rexroth's long history is influenced by constant movement. It all started with a water-powered hammer mill, followed by an iron foundry in Lohr am Main. Bosch Rexroth's unique industry expertise has become synonymous with tailored solutions. 1795 – 1964: Move from iron foundry to hydraulic solutions

From forging iron out of ore to a foundry for cast iron, Rexroth entered the hydraulics market in the 1950s and laid the foundation to become a global market leader.

Notes:

Bosch and Rexroth each have company histories from late 1700s, 200+ years old dates back to the steel and iron industries. Both or German companies, businesses worldwide with factories in US and Europe.

Bosch has a background in auto manufacturing of parts. Rex Roth deals in machinery automation factories.

Brad Dooley has a background as an engineer he is the only Rexroth employee in Arizona. His job is to create business relationships with EV, battery and chip industries.

Since he has a background in engineering he understands the tech and manufacturing.

Seg 2

Factories in recent years have gone more and more to automation and robotics. The idea being zero people on the factory floor or 'lights out'. Regardless of whether people are working in the factory there's always people monitoring and maintaining the factory. Cameras are used also to monitor. Factory size could be similar to a QT gas station or as massive as an airport terminal.

Rexroth automation is involved in Bosch auto parts, fast moving consumer goods, and even medical equipment. Factories on an automation line could have hundreds of robot arms putting together equipment.

There are also transport robots, AI or autonomous robot transports. They deliver goods and parts around the factory floor. Multi million dollar cost to build this automation set up in a factory, could be 100,000,000+ for bigger factories.

The planning cycle could be several years. These big factories could be making millions of parts for example - spark plugs in the auto industry.

The smaller size factory, like the QT building is a subset of factory design. Doing less volume for higher priced goods like medical devices. They could be producing hundreds to thousands. Examples could be an x-ray machine, table top analysis type health machine for blood analysis or bigger machines like an MRI machine.

Seg 3

Brett's background is an engineer, who also served 11 years in the Navy. He was working on submarines and monitoring nuclear reactors. He had to wear a disseminator jacket which monitors for radiation with a meter. In 2008, he got out of the Navy, went to school at ASU for mechanical engineering.

After ASU, got a job with automation components distributor in Arizona. He has an electronics background and then in 2021, he got the job with Bosch Rex Roth as Arizona's sole employee.

Bosch Rexroth already has a market share in Detroit Michigan in the auto industry. Their automation of manufacturing is considered industry standard with a long track record. Brett is working in Arizona to build awareness for box Bosch Rexroth. Create contacts in the battery in the EV manufacturing area. Get them as potential clients.

Bosch spends 6% of their budget on R&D. Not a lot of money is spent on marketing. A lot of the business is word of mouth marketing.

Bosch specialty is in solving manufacturing problems and helping build factory automation from end to end. They know the factory set up and have a proven system. Combo of experience and resources which they can prove out the ROI of automation.

Seg 4

Cost component, efficiency and precision in manufacturing. Many of these jobs are very repetitive and boring and people do not even want to do them. People are good at making decisions and designing processes.

Computers are good at repetitive tasks, do not get tired so it's good to automate these systems.

Rexroth has software told tools to do the layout and floor plan of a factory. Determine the best use of the actual building. And example of this would be planning traffic within the system or conveyor lines and systems. They can run simulations of how the factory work up to one year and down to one hour.

Companies investing in this process have business case risk. Can the business sell enough products to make the factory plan work?

Automation needs to be very accurate so that the conveyors can either move fast or slow depending on needs. There are lots of safety precautions to keep people out of the way and make the assembly line fast.

Modern factories are a collaborative workspace, people in machines in the same space in a safe manner. There are laser sensors and cameras to help with safety.

Rexroth is not in the vision business that is outsourced. There are other companies that make specialty LiDAR cameras.

There will always be people involved in automation systems at some level. Could be in the design part, overseeing the factory or programming. Overall automation is actually a net win for people. You invest a lot upfront, but have lower costs and more safety over the long term.

Example of dangerous work is forklift traffic. One mistake could actually be fatal.

AMR or or autonomous mobile robots are intelligent machines that read traffic in a factory can map out a route. They can also reroute if necessary depending on what's going on.Hard to capture the safety cost and ROI of having automation.

Seg 1

Flashback AZ Tech Clip w/ Eric Miller of PADT

3D Printing & the AZ Tech Industry - BRT S02 EP25 (72) 6-20-2021

Eric discusses the 3D printing process

Things We Learned This Week

• 3D Printing tech affects many industries – healthcare, robotics, Aerospace, design
• Aerospace – 3D printing for rockets for moon & mars exploration
• AZ Tech was an Aerospace & Semiconductor hub for years, now growing into to many more tech industries, History dates back to WWII
• Moore's Law – cost of 3D machines are down, cheaper to use 3D, & growing
• PADT has many Patents, plus also does Angel Investing to grow AZ Tech community

Full Show: HERE

Tech Topic: https://brt-show.libsyn.com/category/Tech

More - BRT Best of Tech:

Best of AZ Tech Council

BRT of Tech 2022

BRT S02 EP52 (99) 12-26-2021 – Tech for the Holidays – BRT

Thanks for Listening

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Business Roundtable with Matt Battaglia

The show where Entrepreneurs, High Level Executives, Business Owners, and Investors come to share insight and ideas about the future of business. BRT 2.0 looks at the new trends in business, and how classic industries are evolving.

Common Topics Discussed: Business, Entrepreneurship, Investing, Stocks, Cannabis, Tech, Blockchain / Crypto, Real Estate, Legal, Sales, Charity, and more…

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'Best Of' BRT Podcast: Click Here

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More Info: https://www.economicknight.com/podcast-brt-home/

KFNX Info: https://1100kfnx.com/weekend-featured-shows/

Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.

ReFlow to Help Treat Hydrocephalus w/ Elsa Abruzzo & Mark Geiger of Anuncia Medical

- BRT S04 EP23 (186) 6-11-2023

What We Learned This Week

· Anuncia Medical has a Re-Flow product to help drain fluid from the brain, treats Hydrocephalus

· Hydrocephalus is a neurological disorder caused by an abnormal buildup of cerebrospinal fluid in the ventricles (cavities) deep within the brain. If left untreated, the brain could bleed or tumors. Blood in the CFS. Not uncommon for a patient to have to get repeated brain surgeries at a cost of $30-$40K each.

· Necessity is the mother of invention. A non-invasive medical device with a button on the back of your head which flushes the Catheter.

· Hydrocephalus Association has been advocates to help parents and patients and share the information needed. Now parents and patients can walk into the doctor's office and ask if they're a candidate for this type of product

Guest: Elsa Chi Abruzzo

RAC, FRAPS – President

Elsa Chi Abruzzo is a medical device executive, entrepreneur, and a founding member of Anuncia, Inc., Alcyone Therapeutics, Arthromeda, Inc. and Cygnus Regulatory. Elsa has a 30+ year successful product development, operations, regulatory, quality, and clinical track record in med tech Industries. Her experience includes leadership positions at Baxter, Cordis JNJ, CryoLife, Percutaneous Valve Technologies, AtriCure, InnerPulse, Merlin MD, Sapheon, and PTS Diagnostics. Elsa earned a BS in engineering from the University of Miami in Coral Gables, FL and is regulatory affairs certified and a Regulatory Affairs Professional Society Fellow, recognized for her leadership in Regulatory and Quality by MDDI.

https://anunciamedical.com/the-anuncia-story/#team

https://www.linkedin.com/in/elsachiabruzzo/

Mark Geiger – VP of Sales & Mktg

https://www.linkedin.com/in/mark-geiger-7809673/

Veteran in medical supplies industry with 29 years of Medical Device / BioTech Marketing & Sales experience. Also has 12 years of Marketing includes three years as Director of Marketing and part of the executive leadership team at the Medtronic Neurosurgery Business Unit in Goleta, California. The other eleven years of my career are in Medical Device Sales and Sales Management.

https://anunciamedical.com/

About Anuncia

Conceptualized in 2014 in collaboration with Boston Children's Hospital and spun out of Alcyone Therapeutics in 2018, Anuncia's patented portfolio of technologies are intended to provide peace-of-mind through innovation.

Our core ReFlow™ technology uses a simple finger depression of a soft silicone dome located under the patient's scalp to produce a noninvasive, one-way flush of the patient's own CSF directed toward the ReFlow™ catheter to restore or increase CSF flow through a non-flowing shunt and potentially avoid emergency surgery.

Learn More

The name Anuncia comes from Panthera Uncia, the species name of the snow leopard. These animals live in mountainous regions of Asia and have been called by the World Wildlife Foundation "Guardians of the Headwaters" as they roam the headwater areas of the western basins.

The origin of the word hydrocephalus comes from the Greek hudrokephalon, from hudro 'water'+ kephalē 'head'. The snow leopard, or Guardian of the Headwaters, is a symbol of Anuncia's dedication to improve daily quality of life for the millions of underserved patients with hydrocephalus and other CSF disorders, as well as their families, who suffer from the clinical, economic, and emotional burden of repeat revision brain surgery due to VP shunt occlusions.

Notes:

Anuncia Medical has a Re-Flow product to help drain fluid from the brain, treats Hydrocephalus

Hydrocephalus is a neurological disorder caused by an abnormal buildup of cerebrospinal fluid in the ventricles (cavities) deep within the brain.

The origin of the word Hydrocephalus comes from the Greek hudrokephalon, from hudro 'water'+ kephalē 'head'.

Seg 1

Create CFS daily, make 500 mL when you only need 200. When you have too much fluid this is hydrocephalus sis. To treat this you need to put a stunt in the head and the brain and a catheter tube to get flow regulation down the body.

Works on pressure remove CFS from the brain down the neck to the abdomen. The tube gets backed up it becomes occluded with tissue.

Annuncia has a product called the reflow mini. This is a GEN two device with a valve that can drain the stand. The current set up with the stunt usually last for two years and then a patient is back in the hospital for surgery again.

If left untreated, the brain could bleed or tumors. Blood in the CFS. Not uncommon for a patient to have to get repeated brain surgeries at a cost of $30-$40,000 each.

People who deal with this might have inclusions in the night which is common as you make more CFS as you sleep. Then you have to go to the hospital and get a neurosurgeon to treat you.

Necessity is the mother of invention. A non-invasive medical device with a button on the back of your head which flushes the Catheter.

They have lots of data published on the GEN one reflow. Seven patients, nine total in two years they flush the brain two times a day. In the last two years these patients have only needed one surgery first 13 surgeries prior.

Seg 2

Mark had a hydrocephalus office at 14 years old. You have to put a stent in, plumbing for the head. Marc has had five surgeries. This is why he got into the medical device business. Has a 32 year career working in metal goal devices and consulting. Originally started at med Tronic and in 2023 joined Anuncia.

Treat with surgery. Hydrocephalus is very scary for kids you wake up with a headache and the parents have to rush you to the hospital.

The reflow product is maintenance flushing with caregivers and neurosurgeon over seeing it.

They have to pass FDA test for clearance and safety. The product must be repeatable and consistent. You always start with pre-clinical tests. The product of a shunt system already existed so Anuncia can piggyback on the current system for faster FTA adoption.

Adding a novel component with a process, that used to be down in a hospital with a needle that was very invasive. Current data with their product shows safety.

Seg 3

Socrates Study, should be the standard of care. There may be a commercial use in the future. They have published peer review data which is the currency of the medical business, you need data.

They sell technically to the surgeons. How do you do this? You do the missionary work of business, you work trade shows and connections.

Currently Anuncia has 50 accounts. Typically takes 7 touches to get with doctors, and show them the clinical data.

Because of the Internet and widespread information data and stories are out there now for patients to read.

Emily Fudge the founder of the Hydrocephalus Association (https://www.hydroassoc.org/)

This association has been advocates to help parents and patients and share the information needed. Now parents and patients can walk into the doctor's office and ask if they're a candidate for this type of product

Hydrocephalus Assoc. Connect event that meets every two years, patients in patient groups involved learning about new treatments.

As a patient convention doctors and companies have to stay on top of the latest developments in the industry.

http://hcrn.org/ - Hydrocephalus Research Network

https://ishcsf.com/ - Hydrocephalus Society

Seg 4

Investors and pharmaceutical companies want to see data, they want to see adoption and sales and money. Business model for a non-CR, the reflow product is part of shunt care.

Anuncia sells to doctors and hospitals and then later expects to sell to home care.

In the reimbursement world of medicine - ICE 10 diagnostic related groups pay for care and also private insurance or Medicare pay too

Cost of $11,000 to $28,000 for care and a total of $40,000 for surgeries plus you have devices in surgery and anesthesia if you can avoid just one revision surgery you have the cost savings to health savings and avoiding infection issues.

Value-based payment model of hospitals, amount per patient hospital gets reimbursed. Hospitals do not make money on patients staying.

Need to get your studies published on the New England medical journal or the Lancette journal. Nancy has a breakthrough device designated FDA unique product which can get medical reimbursement.

Article on Anuncia: HERE

'Anuncia Medical Inc. Announces Published Data with Promising Clinical Outcomes Using the ReFlow™ Ventricular System In-Line with Hydrocephalus Shunts'

Though limited, these recently published data, and others like them, suggest that use of the ReFlow device to maintain flow at home may also have potential benefits as a preventative treatment that could reduce revision surgeries. Anuncia received a U.S. Food and Drug Administration (FDA) "Breakthrough Device Designation" for this use and is working closely with the medical community and the FDA to design and conduct clinical trials to further evaluate this practice.

U.S. cases of hydrocephalus are 70,000, with 45,000 of them being children and 25,000 adults due to accidents or brain damage. Anuncia has other products to deal with CFS management

Count of 1 million patients in the US, usually seniors have brain or cranial pressure, which could be hydrocephalus. They have a gate imbalance, brain fog, memory issues and other health issues called NPH.

Typically the symptoms are mass because they're similar to health Alzheimer's or dementia. The annunciation aunt can eliminate symptoms in 6 to 12 months.

Pens study

These patients deal with over drainage. Gary Shafi, a hydrocephalus patient with 8 surgeries.

There are 30 million people worldwide who deal with hydrocephalus, and 20 million people dealing with NPH. This has a major addressable market.

** Thanks to Joan Kerber-Walker of AZ Bio for the intro to Stan.

AZ Bio & Life Sciences Innovation w/ Joan Koerber-Walker

- BRT S04 EP10 (172) 3-5-2023

FULL Show w/ Joan of AZ Bio: Click HERE

AZ Tech Council Shows: HERE

*Includes Best of AZ Tech Council show from 2/12/2023

Tech Topic: HERE

Best of Tech: HERE

'Best Of' Topic: https://brt-show.libsyn.com/category/Best+of+BRT

Thanks for Listening.

Please Subscribe to the BRT Podcast.

Business Roundtable with Matt Battaglia

The show where Entrepreneurs, High Level Executives, Business Owners, and Investors come to share insight and ideas about the future of business. BRT 2.0 looks at the new trends in business, and how classic industries are evolving.

Common Topics Discussed: Business, Entrepreneurship, Investing, Stocks, Cannabis, Tech, Blockchain / Crypto, Real Estate, Legal, Sales, Charity, and more…

BRT Podcast Home Page: https://brt-show.libsyn.com/

'Best Of' BRT Podcast: Click Here

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More Info: https://www.economicknight.com/podcast-brt-home/

KFNX Info: https://1100kfnx.com/weekend-featured-shows/

Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.

Specialty Cannabis & Prop Tech Real Estate Services w/ Bryan McLaren of Zoned Properties

- BRT S04 EP22 (185) 6-4-2023

What We Learned This Week

• Zoned Properties specializes in Cannabis related Real Estate
• There is High consumer demand for cannabis, it exists already, do not need to create it
• Cannabis dispensaries are in the retail asset class of real estate. Also called - Direct to Consumer real estate.
• Many of the past myths & propaganda about Cannabis on crime and other societal issues were wrong. Property values never went down.
• Cannabis is a $50-$70 billion projected sales industry, w/ a $200 billion Economic Impact
• Zoned Properties Tech Division and SaaS software may be the biggest part of the company in the future

Guest: Bryan McLaren, Chairman & CEO of Zoned Properties

https://zonedproperties.com/about-zoned-properties/

https://www.linkedin.com/in/bryanmclaren/

Bryan McLaren is Chairman and CEO of publicly traded Zoned Properties (ZDPY). As a certified and licensed realtor, Green Roof Professional, LEED Green Associate, and former City Sustainability Commissioner, Bryan has navigated state regulatory programs for cannabis commercial real estate in over ten markets for over 100 development projects.

Zoned Properties®, Inc. (OTCQB: ZDPY), a strategic real estate development firm whose primary mission is to provide real estate and sustainability services for the regulated cannabis industry, positioning the company for property acquisitions and revenue growth. They recently announced the market launch of its partnership with dispensary retail franchisor (The Open Dør). Zoned Properties invests in OpenDor with franchise model in cannabis using inspiration from McDonald's as an example & model.

PropTech (or Property Technology) is a term used to define the real estate startups that are offering new innovative technologies and ideas built to re-imagine the core processes and business models of the traditional property management and real estate vertical through digital transformation. Real Estate can become more efficient and scale faster for growth.

Lots of rules and regulations to regular real estate zoning, gets trickier with Sinn type industries – alcohol, cannabis, cigarettes, etc. cannabis business cannot just setup shop anywhere like a Starbucks. Rules dictate cannot put the business near a school, or a church. Legalization has also adjusted what hours the store is open while also stabilizing the overall industry – better tenant with growing business. Cannabis will be a $50 to $100 billion client in commercial real estate in the next few years.

Notes:

Zoned Properties has multiple divisions for real estate services, like rental, investment and techs. They have an investment side where they have purchased properties to rent out. For Cannabis clients they could be both a realtor and a landlord. They do not do commercial loans. They have protections if a renter defaults on their lease. This can include a landlord lien or a UCC on equipment, and 3rd-party proxy rights like bankruptcy receivership as an example.

Cannabis dispensaries are in the retail asset class of real estate. Also called - direct to consumer real estate.

Seg 1

Zoned Properties has been around for 10 years specializing in cannabis properties which is a highly regulated and specialized industry. Cannabis is legal in 38 states. Zoning is very specific on where cannabis can setup shop.

Zoned is a public company with investors. The investor pitch for cannabis is pretty straightforward, as there is high consumer demand for the product.

Real estate is a tangible asset class with a hard value. Zoned only purchases real estate in an industry, with increasing consumer demand.

Bryan has a background in sustainability, and environmental projects and also zoning. The goal of any real estate project is to see how it can help the community prosper.

Legacy in the Cannabis industry is for medicinal demand and cultural use. They do not have to create demand as it exists already. Numerous cannabis studies on the medical side helping people with pain and other elements.

Many of the past myths and propaganda about Cannabis talking about crime and other societal issues were wrong. Property values never went down. Cannabis is a $50-$70 billion project and gross sales over the next decade. Also a $200 billion economic industry impact, along the lines of the alcohol industry. Strong economic value overall.

Seg 2

You always want to determine the highest and best use of the real estate property. An example would be in a good climate area, you would want farmland. In a dense city area it could be apartments or office space. Cannabis dispensaries is in the direct to consumer real estate. You could convert a previous property that might've been a bank or a restaurant into a dispensary.

The commercial real estate industry has a market value of $16 trillion, with 1.5 trillion being industrial use. Cannabis properties that do cultivation or greenhouses are considered industrial.

Different classes of assets in real estate. Cultivation or distribution would be considered industrial while a dispensary is considered retail. Demand previously had outweighed supply and cannabis, but now there is more supply. Storage space needs to be improved.

Office space is on the commercial real estate side. Commercial retail real estate would involve the sale of a product 'in person' to a consumer at a retail site, or direct to consumer. It's been a commoditization of the industry. Conversion of open real estate to better trends, will raise the value by getting the highest and best use.

Seg 3

Bryan's background is in community planning, office and zoning. Like City project to figure out where it's best to put a sports arena, highway access or where would restaurants or schools be located.

Where should a cannabis site go? Cannabis is an emerging industry that is highly regulated and considered specific use in the real estate sector.

Zoned helps clients with site identification, permits and building set up. Zoned Properties also has an investment division that invest and owns properties.

They have a technology division which they call Prop Tech for property technology, to increase efficiency of a property. They can do predictive studies of where the next zoning project will go.

38 states have legalized Cannabis with Kentucky in 2023 and Minnesota soon after.

It's been a shift in society since Covid, as less people in the office. So you have to figure out how to convert that real estate.

An example from the past would be Blockbuster. They owned so many stores, who do you sell those buildings to when an industry craters?

Cannabis has premiums on rental rates. Green zone analysis - where can you put a Cannabis store.

Zoned calls it their product re-zone. AI technology at Zoned which can identify properties that could be used for cannabis locations, and have the best coding.

SUP or special use permit to change zoning. An area might need to be rezoned to see to zoning for cannabis.

The biggest value loss in trying to get a property is time. Because of regulations it takes longer in Cannabis to get permits, upwards of 6 to 9 months. That is a long holding period for investors and entrepreneurs.

Seg 4

Zoned Properties is public company for eight years now, corporation, stock ticker ZDPY. They are non-plant touching company, ancillary company to Cannabis. They do not own any Cannabis businesses or take profits from any Cannabis ventures. Zoned gets fees from providing real estate or advisory services or rental revenue.

Chief legal attorney is Dan Gauthier who handles contracts and regulations as well as national brokerage.

National cannabis event takes place in Las Vegas. There's a big barrier to entry in cannabis with all the regulations and investment needed.

Four divisions of Zoned Properties are: property tech, advisory, services like brokerage, and investment

Currently they have 5 state offices with expansion of 5 more. Investors want upside so they like the cannabis industry, and getting in early. Cannabis is in a consolidation phrase, lots of M&A the last 5 years.

Risk mitigation that Zoned provides is they have the tangible assets of the real estate. This gives downside protection to investors. Equipment and real estate are the best security and collateral for loans.

Biggest opportunity in Cannabis - follow the trends of consumers. The tech side could be the biggest opportunity for Zoned Properties. Working on a SaaS or DasS product. $200 billion of economic impact.

Real Estate Topic:

https://brt-show.libsyn.com/category/Real+Estate-Construction-Land-Farming

Investing Topic: https://brt-show.libsyn.com/category/investing

More - BRT Best of: https://brt-show.libsyn.com/category/Best+Of

Thanks for Listening.

Please Subscribe to the BRT Podcast.

Business Roundtable with Matt Battaglia

The show where Entrepreneurs, High Level Executives, Business Owners, and Investors come to share insight and ideas about the future of business. BRT 2.0 looks at the new trends in business, and how classic industries are evolving.

Common Topics Discussed: Business, Entrepreneurship, Investing, Stocks, Cannabis, Tech, Blockchain / Crypto, Real Estate, Legal, Sales, Charity, and more…

BRT Podcast Home Page: https://brt-show.libsyn.com/

'Best Of' BRT Podcast: Click Here

BRT Podcast on Google: Click Here

BRT Podcast on Spotify: Click Here

More Info: https://www.economicknight.com/podcast-brt-home/

KFNX Info: https://1100kfnx.com/weekend-featured-shows/

Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.

BRT – Relentlessly Local - Best of Real Estate

- BRT S04 EP21 (184) 5-28-2023

What We Learned This Week

• One Thing with Jay Papasan – Know Your Priorities
• Relentlessly Local w/ Oleg Bortman of The Brokery
• Karma – The Art of Architecture Design w/ Jason Boyer of Boyer Vertical
• What's Your Real Estate Investor Identity? Fix n Flip? Landlord? w/ Mike DelPrete of AZREIA
• Multifamily Real Estate Investment w/ John Kobierowski of ABI
• Specialty Cannabis & Prop Tech Real Estate Services w/ Bryan McLaren of Zoned Properties

Clips from recent BRT shows discussing the topic of Real Estate.

Clip From: The One Thing w/ Jay Papasan of Keller Williams Realty

- BRT S03 EP22 (122) 5-29-2022

Guest: Jay Papsan, VP of Keller Williams Realty

https://the1thing.com/

https://www.jaypapasan.com/

https://www.linkedin.com/in/jaypapasan/

https://twitter.com/jaypapasan

https://kw.com/

Jay Papasan is a bestselling author and serves as vice president and executive editor at Keller Williams Realty Inc, the world's largest real estate company. He is also co-owner and co-founder of several successful businesses, including Keller INK, Keller Capital, and, alongside his wife Wendy, Papasan Properties Group in Austin, Texas.

When Jay first moved to Austin, he joined Keller Williams Realty Inc, and soon began working directly with the founder, Gary Keller. In 2003, he co-authored The Millionaire Real Estate Agent alongside Gary Keller and Dave Jenks. The resounding success of the book, which focused on the systems, models and tactics used by the nation's top real estate sales agents, became a national bestseller in 2004 and went on to sell more than a million copies. In 2015, they follow up with a another national bestseller, The Millionaire Real Estate Investor. Having landed on a formula for providing insight and practical strategies for success, the authors produced a series of books that found their way on to numerous bestselling lists, including those found on The Wall Street Journal, USA Today, and The New York Times.

The books he's co-authored have collectively sold over 3.5 million copies. His most recent work with Gary Keller on The ONE Thing has sold over a million copies worldwide and garnered more than 500 appearances on national bestseller lists, including #1 on The Wall Street Journal's hardcover business list.

Jay resides in Austin, TX, with his wife, Wendy, their children, Gus and Veronica and their dog Taco.

The message of The One Thing has resonated around the world. Professionals everywhere are searching for meaning in their work, clarity around their priorities and everyday productivity without stress and complexity.

Full Show: HERE

Clip From: Relentlessly Local Real Estate w/ Oleg Bortman of The Brokery

BRT S04 EP08 (170) 2-19-2023

Guest: Oleg Bortman of The Brokery

https://thebrokery.com/

https://www.linkedin.com/in/oleg-bortman-215099a/

Instagram @olegbortman

Oleg Bortman is co-founder of The Brokery residential real estate brokerage.

Born in Ukraine, Oleg moved to the United States in 1979 as his family sought the American Dream. Oleg studied biology at York College and upon graduation began working in Pharmaceutical sales, and was a Regional Sales Director for a fortune 100 Pharmaceutical Company for several years.

However, deep down, Oleg knew his true passion was and is real estate. He bought his first investment property in 1999 and quickly became captivated with the entire real estate market. He expanded his portfolio from New Jersey to Nevada and then on to Arizona, quickly seeing his return on investments.

When Oleg moved out West, he realized he didn't just want to be an investor, he wanted to give other people the same opportunity he has had. He loves working not only with buyers, but sellers and investors as well. Oleg has been in real estate for over ten years as it continues to be his dream career.

Full Show: Here

Clip from: Karma – The Art of Architecture Design w/ Jason Boyer of Boyer Vertical

BRT S04 EP12 (174) 3-19-2023

Guest: Jason Boyer of Boyer Vertical

https://www.linkedin.com/in/jasondboyer/

https://boyervertical.com/

Twitter: BOYER_JDB

A Masters of Architecture graduate from Arizona State University, Jason was recognized among the top 3 graduates in his class and has since maintained a connection to the ASU school of architecture as an Adjunct Faculty. At age 35 Jason was named Principal and Director of Architecture of the Phoenix office of OWP/P, a notable accomplishment in a profession where the average principal age is 52. In 2009 OWP/P merged with Cannon Design where Jason served as a Principal and Design Leader for Cannon Design's Phoenix based Western Mountain Region office. In 2012 Jason formed Jason Boyer Architects adding real estate development to his entrepreneurial skillset with the successful completion of artHAUS, a nationally recognized transit-oriented infill project.

Full Show: Here

Clip from: What's Your Real Estate Investor Identity? Fix n Flip? Landlord? w/ AZREIA - BRT S03 EP40 (139) 8-21-2022

Guest: Michael DelPrete, Executive Director, AZREIA

https://azreia.org/

The mission of AZREIA is to provide its members the education, market information, support, and networking opportunities that will further the member's ability to successfully invest in Real Estate

Full Show: Here

Clip From: Multifamily Real Estate Investment w/ John Kobierowski of ABI

BRT S03 EP61 (160) 12-11-2022

Guest: John Kobierowski President and CEO ABI Multifamily

https://www.linkedin.com/in/johnkobierowski

https://abimultifamily.com/

ABI Multifamily is a brokerage and advisory services firm that focuses exclusively on apartment investment transactions. The experienced advisors at ABI Multifamily have completed billions of dollars in sales and thousands of individual multifamily transactions. ABI Multifamily incorporates a global approach with regional real estate expertise to successfully complete any multifamily transaction, regardless of size and complexity.

https://neighborhood.ventures/

Neighborhood Ventures is a real estate crowdfunding company that offers ALL the opportunity to be shareholders in our retail & apartment projects.

Full Show: Here

Clip from:

Specialty Cannabis & Prop Tech Real Estate Services w/ Bryan McLaren of Zoned Properties

- BRT S04 EP22 (185) 6-4-2023

Guest: Bryan McLaren, Chairman & CEO of Zoned Properties

https://zonedproperties.com/about-zoned-properties/

https://www.linkedin.com/in/bryanmclaren/

Bryan McLaren is Chairman and CEO of publicly traded Zoned Properties (ZDPY). As a certified and licensed realtor, Green Roof Professional, LEED Green Associate, and former City Sustainability Commissioner, Bryan has navigated state regulatory programs for cannabis commercial real estate in over ten markets for over 100 development projects.

Zoned Properties®, Inc. (OTCQB: ZDPY), a strategic real estate development firm whose primary mission is to provide real estate and sustainability services for the regulated cannabis industry, positioning the company for property acquisitions and revenue growth. They recently announced the market launch of its partnership with dispensary retail franchisor (The Open Dør). Zoned Properties invests in OpenDor with franchise model in cannabis using inspiration from McDonald's as an example & model.

PropTech (or Property Technology) is a term used to define the real estate startups that are offering new innovative technologies and ideas built to re-imagine the core processes and business models of the traditional property management and real estate vertical through digital transformation. Real Estate can become more efficient and scale faster for growth.

Lots of rules and regulations to regular real estate zoning, gets trickier with Sinn type industries – alcohol, cannabis, cigarettes, etc. cannabis business cannot just setup shop anywhere like a Starbucks. Rules dictate cannot put the business near a school, or a church. Legalization has also adjusted what hours the store is open while also stabilizing the overall industry – better tenant with growing business. Cannabis will be a $50 to $100 billion client in commercial real estate in the next few years.

Full Show: Here

Real Estate Topic:

https://brt-show.libsyn.com/category/Real+Estate-Construction-Land-Farming

Investing Topic: https://brt-show.libsyn.com/category/investing

More - BRT Best of: https://brt-show.libsyn.com/category/Best+Of

Thanks for Listening.

Please Subscribe to the BRT Podcast.

Business Roundtable with Matt Battaglia

The show where Entrepreneurs, High Level Executives, Business Owners, and Investors come to share insight and ideas about the future of business. BRT 2.0 looks at the new trends in business, and how classic industries are evolving.

Common Topics Discussed: Business, Entrepreneurship, Investing, Stocks, Cannabis, Tech, Blockchain / Crypto, Real Estate, Legal, Sales, Charity, and more…

BRT Podcast Home Page: https://brt-show.libsyn.com/

'Best Of' BRT Podcast: Click Here

BRT Podcast on Google: Click Here

BRT Podcast on Spotify: Click Here

More Info: https://www.economicknight.com/podcast-brt-home/

KFNX Info: https://1100kfnx.com/weekend-featured-shows/

Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.

Business Rules

- BRT S04 EP21 (183) 5-21-2023

What We Learned This Week

• We are the Average of the 5 People we Spend the most Time with.
• 80/20 Principle – know what levers to pull
• What Business Are You In? – Business need to Understand what their real Objectives are, How they Serve their Customers, What Problem they Solve
• Disruption - History never repeats itself, but it often rhymes
• A good plan violently executed now is better than a perfect plan executed next week
• Marketing needs Clear Messaging
• Information + Contacts = Means Everything in Business to get the Deal

Just like there are Laws in Physics, there are Rules in Business.

Violate them at your peril….

Rule #1: You Are Who You Associate With

Jim Rohn famously said that we are the average of the five people we spend the most time with.

Care full who you let into your inner circle. Take advice from those who have accomplished what you seek.

Rule #2: 80/20 Principle

Focus – what are your priorities?

Leverage

Dominos – there are usually just a few key moves to create success

Learn to Say 'No', choose wisely what you spend time on

Rule #3: What Business Are You In?

https://www.linkedin.com/pulse/what-business-you-matthew-battaglia/

'What Business Are You In?' This the famous question from the classic business consultant, Peter Drucker. This was one of Drucker's key questions for management to figure out, the who, what, where, why and how of their business.

The point of the question was to really challenge business owners to understand what their real objectives are.

Don't assume you know what business you're in. Drucker loved to ask executives "What business are you in?" because they often missed the mark, defining their organization in terms that were too narrow or not properly attuned to customers' needs.

https://www.youtube.com/watch?v=uxCL2RqCuiY

The Founder Real Estate Business Scene

"You don't seem to realize what business you're in," Harry Sonneborn says to Ray Croc. "You're not in the burger business. You're in the real estate business." Kroc can't build an empire off a 1.4 percent cut of a 15-cent hamburger. Own the land that the burger is cooked on. "Land. That's where the money is."

Marketing Myopia – thinking short term, and putting the business needs before the customers

Rule #4: Disruption - History never repeats itself, but it often rhymes

Business have Market Cycles, when they are on top one day, and displaced by new industries the next. You have to see around the corner and anticipate if the train is coming.

Innovator's Dilemma – afraid to shelf old tech because it is your core business right now, for new tech which is the long term future

Black Swan Events are rare events that upend everything

When a management with a reputation for brilliance tackles a business with a reputation for bad economics, it is the reputation of the business that remains intact.

Should you find yourself in a chronically leaking boat, energy devoted to changing vessels is likely to be more productive than energy devoted to patching leaks.

Quotes by Warren Buffett

Rule #5: Strategy Needs Execution

Without strategy, execution is aimless. Without execution, strategy is useless. - Morris Chang.

Strategy plus blocking and tackling

A good plan violently executed now is better than a perfect plan executed next week. – George Patton

"The essence of strategy is choosing what not to do." — Michael E. Porter, American economist and founder of strategic management

Rule # 6: Cash is King

This phrase is used to analyze the financial health of a business. Does it have Cash Flow and growing profits to handle any downturns.

Startups often need a lot of cash as they are not profitable yet. Burn Rate is the term for when a startup is blowing thru cash and could go out of business.

Business' need access to capital and credit lines, to handle situations or when opportunities for investment come along.

https://en.wikipedia.org/wiki/Cash_is_king

Rule # 7: Everything in Life is Sales

Sales and Marketing

How you represent your business, how the receptionist answers the phone, what the lobby looks like, the layout of marketing material or affect how people view your business.

Entrepreneur needs to be the best salesman in his company, who tells the story

Marketing needs clear messaging as confusion is the enemy of sales

Bonus Rule – Follow the $

People vote with their wallets, what are they spending money on, what are people investing in, follow the actions, not the words

To Get the Deal, You have to Know the People in the Deal.

Information + Contacts = Everything in Business

BRT Marketing: HERE

BRT Business: HERE

More - BRT Best of: https://brt-show.libsyn.com/category/Best+Of

Thanks for Listening.

Please Subscribe to the BRT Podcast.

Business Roundtable with Matt Battaglia

The show where Entrepreneurs, High Level Executives, Business Owners, and Investors come to share insight and ideas about the future of business. BRT 2.0 looks at the new trends in business, and how classic industries are evolving.

Common Topics Discussed: Business, Entrepreneurship, Investing, Stocks, Cannabis, Tech, Blockchain / Crypto, Real Estate, Legal, Sales, Charity, and more…

BRT Podcast Home Page: https://brt-show.libsyn.com/

'Best Of' BRT Podcast: Click Here

BRT Podcast on Google: Click Here

BRT Podcast on Spotify: Click Here

More Info: https://www.economicknight.com/podcast-brt-home/

KFNX Info: https://1100kfnx.com/weekend-featured-shows/

Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.

Track What Matters Most by Pebblebee w/ Founder Daniel Daoura & CEO Doug Bieter - BRT S04 EP20 (182) 5-14-2023

What We Learned This Week

• Pebblebee has small lite weight trackers with long battery life + rechargeable, & eco-friendly
• Has global range, so you rest easy knowing your items are always within reach - GPS + Bluetooth
• Ease, Efficiency & Expandable - Choose the size tracker to suit your specific needs
• AI + Safety - prevent miss-use of tech
• Market Size of $4 Bil & growing

Daniel Daoura

https://pebblebee.com/

https://www.linkedin.com/in/daniel-daoura-3b363a7/

Pebblebee – Founder / CTO

Pebblebee is a multifaceted trackables company giving people peace of mind with our patented tracking solutions. We've engineered best in class, feature rich solutions that help you keep track of what matters most. Our Pebblebee product line caters to both consumers and businesses alike. We help connect consumers to their valuables and loved ones with wireless technologies such as LTE cellular and bluetooth. Learn more at www.pebblebee.com. We work to give you Peace of Mind.

Daniel Daoura, Founder & CTO, Pebblebee

Daniel Daoura is founder and chief technology officer of Pebblebee. A serial entrepreneur with over two decades of experience, Daniel has emerged as a visionary leader in the trackables industry. Daniel's journey to Pebblebee began at the University of Washington, with his thesis focused on predicting satellite communication traffic for military asset tracking systems. This would lead him to Boeing, where he spent over 10 years in lead engineering roles developing global software and hardware systems for military asset tracking communication systems. Leveraging this experience, Daniel ventured into the finder space, creating Pebblebee to help people track what matters most to them. To date, Daniel has more than 30 patents in the trackable and finder market. Daniel holds a B.S. in Computer Engineering and an M.S. in Electrical Engineering from the University of Washington, as well as an MBA in Finance from Seattle University.

Doug Bieter, CEO, Pebblebee

https://www.linkedin.com/in/doug-bieter-18643a/

Doug Bieter is chief executive officer of Pebblebee. In his role, Doug oversees business direction and operational plans to ultimately drive company growth. This includes managing corporate, financial, go-to-market strategy/execution and ultimately performance of the overall business. Doug is a Silicon Valley veteran with over 20 years of experience launching innovative new consumer products both domestically and internationally, and working with many early-stage companies from inception to exit. In his career, Doug has been responsible for strategy and go-to-market development in brands such as TiVo, Dropcam, Nest, eero, Owlcam, and more. Most recently, Doug has been Managing Director of Sourcenext US, driving corporate investments and partnerships in early to mid-stage companies looking for capital to drive international growth. Doug studied Economics, Marketing and Finance from the University of Minnesota.

Traditionally, tracking devices are best known as gadgets to help find your keys. But as the technology has evolved, it has grown beyond stocking stuffers into a $4B industry with limitless uses for consumers and businesses alike.

Pebblebee is at the forefront of Tracking 3.0 and is creating a connected global tracking ecosystem for all.

A major complaint against digital tracking solutions such as AirTag, SmartTag, Tile, etc. is that they either only work exclusively for iOS or Android, or you have to use it with a specific app. Pebblebee is the first tracking solution that is cross platform compatible and works natively on iOS or Android.

Pebblebee includes both B2B and B2C offerings. The company has announced new partnerships in 2023 with sports brands including Peak Ski Company and Henry-Griffitts golf clubs.

On May 10, Pebblebee will be part of a major global announcement and will be introducing three new devices that will further the company's mission to create its global tracking ecosystem.

Pebbelbee – Track What Matters Most

Notes:

Meet the next generation rechargeable item trackers for Android

3 New Tracking Products in 2023

Tag for Android

Our smallest rechargeable item tracker ever! 8-month battery life, loud buzzer, bright LED, and compatibility with Find My Device. Perfect for tracking your remote, luggage and more.

Clip for Android

The Ultimate item tracker for keys! Built in key ring attachment, bright LED and loud buzzer, with an improved rechargeable battery that last up to 12 months on a single charge.

Card for Android

Keep track of your wallet with this credit card sized item tracker! Our latest version for Android last up to 18 months on a single charge. Bright LED & loud buzzer.

Your phone, your app, your tracker.

Stay connected to what matters most with Pebblebee's versatile range of trackers no matter which phone you have. Whether you choose Apple Find My or Google Find My Device network compatible trackers, you get the benefit of global range, so you can rest easy knowing your items are always within reach. Choose the size tracker to suit your specific needs so you can keep track of everything that matters to you.

Seg. 1

Tracking – GPS, sensory information & location

Products are clips for key chains, phones and wallets & can expand to laptops, bags, & more

Find your car, dog (tracker on collar), or bike.

Safety Help – put a tracker in your kid's backpack.

Have a deal in place with a Peak Ski Company and golf club maker, Henry Griffitts

The integration of Pebblebee's advanced technology will give golfers the ability to keep tabs on their Henry-Griffitts clubs and accessories and also gives golfers the ability to find their clubs quickly and conveniently with reminders when they are left behind. This enhanced tracking system will make it easier to identify clubs when they are left behind, lost or stolen.

Golfers now have access to the latest technology to help them stay one step ahead in the game. Henry-Griffitts customers will be able to simply look up the location of their clubs and accessories using the Pebblebee app, which will help them save time and money.

Peak Ski Company and its strategic partner Pebblebee® unveiled PEAK Lôc8™, a first-of-its-kind locating and tracking device that will be embedded within certain models of Peak Ski Company's 2023/24 line of innovative skis. PEAK Lôc8 provides users with the ability to locate their Peak skis using their mobile device once connected to the PEAK Lôc8 device integrated within each Peak ski.

PEAK Lôc8 devices are wirelessly rechargeable, and the technology is compatible with both iOS and Android platforms. The licensing of this new technology is a result of Peak's extensive development work with Pebblebee, a leader in the technology associated with fully integrated tracking and locating solutions.

Seg. 2

Dan has a background in aerospace. Worked at Boeing, and University of Washigton on satellite traffic, & military tracking worldwide.

Doug has a tech background with stops at TiVo, Direct TV, and nest working on both hardware and software + subscription products.

Pebblebee has services for Bluetooth, BT Lite & Zoom Card – subscription model.

Devices connect to your phone, or thru home devices like Google or Alexa.

Ease, Efficiency and Expandable – must be easy to use, cross platform, compatible with Andorid or Apple devices, and NO APP!

Seg. 3

Need more connected devices, large and growing market.

AI + Safety – How do we choose to use this technology?

Prevent the miss-use of this tech.

Smart Device with unwanted tracking.

How to develop and design safeguards? There are ways around safeguards.

https://www.apple.com/newsroom/2023/05/apple-google-partner-on-an-industry-specification-to-address-unwanted-tracking/

UPDATE - May 2, 2023

Apple and Google lead initiative for an industry specification to address unwanted tracking

Companies welcome input from industry participants and advocacy groups on a draft specification to alert users in the event of suspected unwanted tracking

Excerpt from article:

Apple & Google have adjusted their operating systems to combat unwanted tracking.

Today Apple and Google jointly submitted a proposed industry specification to help combat the misuse of Bluetooth location-tracking devices for unwanted tracking. The first-of-its-kind specification will allow Bluetooth location-tracking devices to be compatible with unauthorized tracking detection and alerts across iOS and Android platforms. Samsung, Tile, Chipolo, eufy Security, and Pebblebee have expressed support for the draft specification, which offers best practices and instructions for manufacturers, should they choose to build these capabilities into their products.

"Apple launched AirTag to give users the peace of mind knowing where to find their most important items," said Ron Huang, Apple's vice president of Sensing and Connectivity. "We built AirTag and the Find My network with a set of proactive features to discourage unwanted tracking — a first in the industry — and we continue to make improvements to help ensure the technology is being used as intended. This new industry specification builds upon the AirTag protections, and through collaboration with Google results in a critical step forward to help combat unwanted tracking across iOS and Android."

"Bluetooth trackers have created tremendous user benefits, but they also bring the potential of unwanted tracking, which requires industrywide action to solve," said Dave Burke, Google's vice president of Engineering for Android. "Android has an unwavering commitment to protecting users, and will continue to develop strong safeguards and collaborate with the industry to help combat the misuse of Bluetooth tracking devices."

Seg. 4

RFID – tracking tech with badges

Safety – tech tracking to find people in remote places like ski mountains or hiking trails

Long Range tracking thru radar tech like walkie talkie

Satellite connectivity w/ smart phone – track people with little to no cell coverage, using direct line of sight to the sky for a satellite

Safety on college campus – ie – Georgia Tech implemented safety alert system

Other industries can use this type of tech also – Hospitals with nurses, or Hotel staff

Crowd GPS – can pick up tracking device via other cell devices in close area, if person with tracker lost their phone

Tech Topic: https://brt-show.libsyn.com/category/Tech

More - BRT Best of Tech:

Best of AZ Tech Council

BRT of Tech 2022

BRT S02 EP52 (99) 12-26-2021 – Tech for the Holidays – BRT

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Please Subscribe to the Podcast

Business Roundtable with Matt Battaglia

The show where Entrepreneurs, High Level Executives, Business Owners, and Investors come to share insight and ideas about the future of business. BRT 2.0 looks at the new trends in business, and how classic industries are evolving.

Common Topics Discussed: Business, Entrepreneurship, Investing, Stocks, Cannabis, Tech, Blockchain / Crypto, Real Estate, Legal, Sales, Charity, and more…

BRT Podcast Home Page: https://brt-show.libsyn.com/

'Best Of' BRT Podcast: Click Here

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More Info: https://www.economicknight.com/podcast-brt-home/

KFNX Info: https://1100kfnx.com/weekend-featured-shows/

Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.

Kenmore is Home Electricity Made Easy - Modernize the Smart Home from Appliances to the Electric Grid w/ CEO Sri Solur

- BRT S04 EP19 (181) 5-7-2023  

 

 

What We Learned This Week

·    Kenmore is home electricity made easy.  Kenmore is on a mission to modernize the home. Live More & Live Better. Also need to make it Affordable.

·    Clean Tech goes w/ the smart home, smart appliances (that connect to the home) and the electrical power grid for better living 

      Electrical Grid needs to be modernized – cannot handle the current & future power demands

·    Homes built Pre-1990 run on Electric Panels that are outdated – costs of $40K + to modernize to handle charging EVs at home

·    Design of the Future House would have a Battery in it that could recharge your appliances and electronics during down hours.

·    Solving problems in electricity and energy also have the same issues with working on better water and clean food. It is more than just an energy and electric issue.

 

 

 

Guest: Sri Solur, CEO, Kenmore / Brands 

https://www.linkedin.com/in/solur

https://www.kenmore.com/

 

Sri Solur, CEO, Brands 

Sri Solur is chief executive officer of brands for Kenmore at Transformco. An industry veteran with 25+ years of experience, Sri has a rich history of success leading high tech products and businesses. He previously served as CPO and GM at Berkshire Grey, a leader in industrial robotics, and was a member of the leadership team that took the company public. Sri also served as CPO at SharkNinja, and was instrumental in bringing the Shark IQ Robot vacuum and NinjaFoodi products to market, while also holding a leadership role to take the company public. Sri spent 20 years at Hewlett Packard, serving as founder and CPO of CloudPrint, the company’s wearables and IOT business. In his career, Sri has created products for world-renowned brands including Hugo Boss, Movado, Ferrari, Juicy Couture, and more. Sri holds a bachelor’s degree in Engineering from NIT and an MBA from Boston University.

 

As Earth Day approaches (April 22), Kenmore is empowering greener homes and people. 

 

The trusted appliance maker recently unveiled a new “Home Electrification Made Easy” program that looks to simplify the electrification process and reduce overall costs in transitioning to electric appliances. 

 

Kenmore has set an ambitious goal with the program to electrify one million homes that will ultimately save homeowners one billion dollars over the next decade. 

 

Kenmore’s innovation and energy programs are driving a new generation of electrification for today’s home ecosystem. Some of the company’s core innovations include: 

 

• Expansion of electrification and smart products for every room in the home. 
• Addition of electrification enablers, such as smart electrical panels and dynamic Level 2 EV chargers, that help eliminate roadblocks many homeowners have in wanting to electrify their entire home. 
• Simplifying rebate and savings programs, such as Congress’ Inflation Reduction Act, to help customers cut costs by taking advantage of available local and national funding and discounts. 
• Building relationships with industry leaders in product, service and consumer education to supplement and amplify their mission to electrify American homes. 

 

This electric push comes as a new generation of homeowners seek to invest in smarter, greener home solutions and previous generations are coming up against new government standards making accessibility to like-for-like replacement equipment for their home obsolete. 

 

With Kenmore’s electrification program delivering a quick onramp to affordable green energy homes, homeowners of all backgrounds and budgets have a more attainable path to smart, green home adoption. 

 

 

Notes:

Kenmore CEO and Appliances 

Seg. 1

Major appliances and clean tech and sustainability energy security is a big issue on the macro end. The effect on the electric grid and power lines.

There is lots of demand and potential blackouts. This is a fuel and demand issue. The government and utility companies are working on clean energy. Currently they use fossil fuels and working on using less. 

Design of the future house would have a battery in it that could recharge your appliances and electronics storing down ours.

The electric layout of most homes, especially homes built pre-1990s has an 100 amp circuit. If you have modern tech like an EV charger in your house, an electrician cannot set it up because the EV charger will blow up your 100 amp circuit. 

It would cost you between $20 and 60 K to upgrade a house for a modern electric set up. Kenmore will install electric panel with load balance for EV vehicles and in-home appliances.

 

Seg. 2

Electrical layout of a house as you install new appliances. There is a booster within the inflation reduction act. There are rebates for lower income people, where it pays you for getting new appliances. 10 K instant credit for new appliances.

The comparison of older appliances versus new appliances. Many older appliances may run on fossil fuels like a gas range oven or gas water heater. Older HVAC unit has more wear and tear.

On a hot days and really cold days appliances operate at peak and are putting demand on the electric red. Looking for new ways of sustainable clean energy and examples hydroelectric power.

You would have a back up in high demand times, where are you fire up a generator running on fossil fuels.

Do you want to protect the grid for maintenance but also things like cyber attacks. One way you could do this is make all homes standalone energy producers.

Peak rates for electricity or 6 to 10 PM at night. At these times electricity use taxes the grid and also taxes your wallet. Do you want to run your dishwasher post 10 PM.

 

Seg. 3

We are moving from a world of done by you to a world of done for you. The smart home of the future will help you.

The electrical panel would work with the grid and decide when to charge electronics in your house. Kenmore has electric appliances that works with the electric red. These appliances save you money and also save the grid.

On a bigger scale we need to modernize the electric road. Then in the future build better homes cars and appliances. Inflation reduction act has multiprong incentives for all of this.

When we saw the bull run of tech starting in 2010 it had three things working together. Social mobile and the cloud all came together to create this tech rise. Do you need electricity plus clean energy plus clean water.

A rising tide that can raise all. Do you want to solve problems, what are the pain killers?

 

Seg. 4 

CEO was an engineer by trade. Worked in Boston went to business school and after that he built some products. Worked at Altavista on firewalls and search.

Cloud print on printing mobile with the HP e-print. Worked in wearables at Hugo boss and Ferrari.

Worked at Comcast on Xfinity digital security and high-speed Internet. Worked with shark and ninja on home robots. Worked at Bershire Gray, consumer robots which went public with an IPO.

Then at Brands / Kenmore (also Diehard batteries) - Building better and smarter appliances 

Span that I/O build a smart electrical panel. Do you want your appliances to give you repair and maintenance updates.

Whole home electrification. A whole home dashboard controlling your smart home. An example would be your fridge would tell you when you need a new filter. Kenmore is a tech forward company.

Solving problems in electricity and energy also have the same issues with working on better water and clean food. It is more than just an energy and electric issue.

 

Live more and live better. Also need to make it affordable. Kenmore is home electricity made easy. rebates.kenmore.com they have the blue-collar work ethic with the idea of progress over perfection. Kenmore is a consumer centric team.

 

 

 

Tech Topic: https://brt-show.libsyn.com/category/Tech

 

More - BRT Best of Tech:

Best of AZ Tech Council

BRT of Tech 2022

BRT S02 EP52 (99) 12-26-2021 – Tech for the Holidays – BRT 

 

Thanks for Listening

Please Subscribe to the Podcast

 

Business Roundtable with Matt Battaglia

The show where Entrepreneurs, High Level Executives, Business Owners, and Investors come to share insight and ideas about the future of business. BRT 2.0 looks at the new trends in business, and how classic industries are evolving. 

Common Topics Discussed: Business, Entrepreneurship, Investing, Stocks, Cannabis, Tech, Blockchain / Crypto, Real Estate, Legal, Sales, Charity, and more… 

BRT Podcast Home Page: https://brt-show.libsyn.com/

‘Best Of’ BRT Podcast: Click Here

BRT Podcast on Google: Click Here

BRT Podcast on Spotify: Click Here                   

More Info: https://www.economicknight.com/podcast-brt-home/

KFNX Info: https://1100kfnx.com/weekend-featured-shows/

 

Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.

 

 

 

BRT S04 EP18 (180) 4-30-2023 – Wealth for Life

Teach Your kids about Wealth $ to Build a Master Family Dynasty

 

What We Learned This Week

• Wealthy do things differently – all their money is not invested in Stocks
• 99% of financial advice is just stocks. Most advisers are really stock sales people. It’s a butcher analogy. What is the butcher going to recommend? Meat.
• Baby Boomers are getting older and they will be passing Billions of dollars & Trillions $. Money that will be passing to children and heirs. Businesses that may be passed on.
• Estimated that 70% of Families Lose their wealth by 2nd Generation
• You want wealth to continue into the next generation. Not legacy, create a dynasty. Create frameworks for a thriving family now and for generations.
• Model and Teach Success. Involve kids in the process of building the business and investing.
• Taxes are guaranteed to drain wealth. If you can pay a 20% tax rate versus 40% you will have a lot more money working for you.

 

 

 

 

Co-Host: Denver Nowicz, President - Wealth For Life

http://wealthforlife.net/

https://twitter.com/denvernowicz 

Denver is an advisor with nearly 20 years experience working with clients in investments and insurance, designing retirement plans with a combo of both. He takes us through different strategies for clients to get the best allocations for their money over the long term. It is the Combo Strategy of both Offense and Defense, the synergy of the mix, not ‘All or Nothing’.

 

Notes: 

Master Family Dynasty

The conventional wisdom is over the long term the market goes up. S&P average is 8% over the last 75 to 100 years. If looking a long enough timeline the market does go up.

Short term the market is up and down and very volatile. Some of the best investors like Cathy Wood and ARK Invest or the Tiger 21 club were beat up in 2022.

 

Stocks are not the only asset class. One thing retirement plan, buy stocks and if that’s one thing, stocks goes up everything will be fine. 

You want to diversify into different assets. Wealthy people do it differently.

If you use a diagram of a pyramid it is top-heavy with most people investing in stocks and taking a lot of risk.

You want to flip it and diversify assets. You were looking for different types of assets that can lock in profits and pay income streams. Examples of this are business income and real estate. Investment plans are not all black and white.

There are good stocks and bad stocks. Zombie companies are examples of bad stocks. Your goal should be to have financial security, a bulletproof financial plan.

Think in terms of offence and defense. A defensive strategy would cover 80% of the income needed for your expenses and needs. You do a mix of strategies. 

99% of financial advice is just stocks. Most advisers are really stock sales people.

It’s a butcher analogy. What is the butcher going to recommend? Meat. To a man with a hammer everything looks like a nail.

Use some mix of different assets like real estate insurance, annuities for income. There are good annuities and bad annuities. 

You want to have an advisor with a fiduciary mindset who is really trying to help you with a good business plan.

 

Seg 2

Baby boomers are getting older and they will be passing Billions of dollars if not Trillions $. Money that will be passing to children and heirs. Businesses that may be passed on. 

A 2022 study projects that wealth transferred through 2045 will total $84.4 trillion—$72.6 trillion in assets will be transferred to heirs, while $11.9 trillion will be donated to charities. Greater than $53 trillion will be transferred from households in the Baby Boomer generation, representing 63% of all transfers. Dec 30, 2022

 

https://fortune.com/recommends/investing/baby-boomers-average-net-worth/

Not legacy, but think dynasty. Teach your kids about money and wealth regardless if you own a business. Teach your kids your values and beliefs for success. Build frameworks for them to follow. 

If kids don’t know about success and money, then they lose the money they inherit in the next generation. 

Too often you hear 2nd generations not carrying on the family success. You want wealth to continue into the next generation. Not legacy, create a dynasty. Create frameworks for a thriving family now and for generations. 

https://www.nasdaq.com/articles/generational-wealth%3A-why-do-70-of-families-lose-their-wealth-in-the-2nd-generation-2018-10

Generational Wealth: Why do 70% of Families Lose Their Wealth in the 2nd Generation? 

It is difficult to get to the top 1% 99% will not get there. If you will get to the top 5%. To do this you must build a culture with values and beliefs, to stay there.

Model and teach success. Involve kids in the process of building the business and investing. Teach them about volunteering and giving back to the community. Communicate what it is to be successful.

Myth, wealth is spelt overtime. Your peak earning yours or your 40s and 50s. To massively grow wealth he needs strategies like leverage and tax protection. Leverage accelerates wealth.

Common example of leverage is he put 25% down but have control of an asset 100% as it grows. Simple analogy as you invest one dollar and have four dollars working for you.

Taxes are guaranteed to drain wealth. If you can pay a 20% tax rate versus 40% you will have a lot more money working for you. If you earn more money, this will equal more taxes. W-2 income is punished by taxes.

The wealthy of strategies to reduce taxes by 50% or more. The goal is to build tax for you come. 3 to 1 tax free matching uses leverage and builds income. It’s the best strategy out there 

Private foundation is also another strategy where you can build wealth and reduce taxes. 

Stock market losses hurt you in two ways. You lose money and you lose time. It also can interrupt compounding when you lose money. 

Compounding is just a law of finance, it can go in both a good direction or the bad direction. Either way it either magnifies gains or losses. The goal to not lose money and have uninterrupted compounding. 

Acquire assets that harvest profits so you can take gains. While also minimizing losses and taxes.

 

 

Tiger 21 Club - Follow this super investor group for ideas, and how they diversify their investments. Allocation usually has 25% in real estate, 25% in stocks, 25% in private equity, 10% in cash, and the rest is Bonds or other investments. 

https://tiger21.com/

 

 

2nd Half

 

Wealth For Life Sampler – Concepts

 

Notes:

 

 

Beware Taxes! Defense is What You Need vs Offense in Your Investment Gameplan

 

Synergy of Offense / Defense – diversification of income streams, lessen market risk

 

Offense – stocks, crypto, real estate

Defense - IUL, Cash Flowing Business, Real estate, bonds, dividend stocks

Offense – tactical – hold 15-20 stocks – aka ‘best houses on the block’

Tactical Investment Strategy – goal of growth, shift with market sentiment, value to growth or growth to cyclical – active management.  15% beat market, 85% do not.

Secular trends – housing, building or energy

Index – safe but will not out perform market, just bought off shelf.

Index has Market Risk and Zombie Co. problem.

Cash = bad, gets eaten up by inflation = Inflation risk

Stock market – good at growth, but inefficient on income, hard to capture the gains

 “One Thing” Retirement Plan – 401K and stocks, hope it goes up and no volatility (market risk). 90% of people are on this plan.

Build Assets – or create assets, like a digital brand

Never go back to Vegas with scared money. Lose $, then chasing losses

Combine offensive and defensive strategies

 

Defense – wins championships, stable. Finances are stable, allows you to take risks IUL, CF business. During bad market, wait for stocks to rebound and pull money from IUL or business.

Visual – what is needed income or expenses – cover basics, then invest other money. Defense = 40%

More wealth created, less money in market – money from business or real estate, move money to index strategies. Use financial leverage to increase wealth.

Average worker – salary and money in market (401 K). All money is offensive strategy and subject to disruption and market risk.

Defense – Tax Protection and Tax Buckets 3 taxed, tax free, tax deferred

 

 

Full Show: HERE

 

 

 

 

Assets – Appreciating vs. Harvesting

 

Assets: Appreciating vs. Harvesting  

There are many different Assets you can invest in. Common asset classes are Stocks, Bonds, Gold & Real Estate. There are Alternative assets like Crypto, Art, Private Equity, etc.

The classic idea is you  buy an asset as an investment with the idea it will appreciate over time so it is worth more when you sell it.  Buy low, sell high. It also may act as a hedge vs inflation. Instead of having your money sit in cash, and lose money to inflation, you purchase an asset that goes up in value more than inflation. What is rarely discussed is the concept of Appreciating Assets vs. Harvesting Assets. What's the difference? Appreciating Assets are the assets mentioned above, where the plan is to buy low, wait for the appreciation, then sell high. You do not capture the gains until you sell. You gain value on paper, but if you wait too long to sell, you could miss the appreciation. Likewise if they lose value but you do not sell, then only a paper loss.  Stocks are a classic example. 'If I just sold last month, I would have made 25%, instead of 15%.' You have to time it right. Other examples are Gold, Art, most Crypto, certain types of Real Estate (Land for example with nothing build on it yet).  These assets are only valuable when they appreciate, and if you sell at the right time.  Harvesting Assets are assets that get interest, or give off profits, or cash flow. You are able to capture some of the gains from the asset.  Examples are: Rental Real Estate, Bonds, Dividend Stocks, REITs, Covered Call Options, Business - that is profitable, and gives off cash flow, Index Life Insurance

*** Asset value can go up or down in the holding period In fact many of the above Harvesting examples can all be both Appreciating and Harvesting Assets: Rental Real Estate, Bonds, Dividend Stocks, REITs, Cash Flowing Business, Index life Insurance, etc.

 

Full Show: HERE

 

 

 

 

Leverage - Get More with Less Effort – How to Scale Wealth

Leverage – more with less. Get More with Less Effort.

Ex: job with W2 income – no leverage, all based on single effort, cannot multiply.

Sole proprietor – limited leverage, one person can do so much.

Systems to multiply efforts – can be digital, team, finances

 

Financial leverage – mortgage. Buy house ($250K) for cash, or buy $1 million dollar house, put down same $250K at 25% , now control $1 million asset house. 

75% leverage or 3 to 1. What plan will earn you more money? $1 million house appreciates more.

Digital Product – create 1 time, sell 100 times

 

Average invest $1 and have $1 earning, wealthy invest $1, borrow $3 and have $4 earning interest

Use OPM and deploy in safe ways.

Safer return on larger investment will win every time

Average using own money and risky, chase rate of return. Wealthy take more money and put in safer return instead of chasing 12% ROI on $250K, get 6% ROI on $1 million using leverage.

 

Full Show: HERE

 

 

 

 

You Need to Control 3 Things in Investing – Taxes, Capital & Assets

 

Investing plan for Top 10% of income earners ($150K +) or top 5% ($250K +)

Need different strategies, not just 401K or stocks, not like other 90% of population

Wealthy diversify their assets / investments, stock market is just 25% of their investing

Control taxes – protect money from taxes

Control Capital - access to capital – use leverage properly at 4:1

Control Assets – acquire assets to create passive income streams

Wealthy does not put all their money in the stock market.

Every $1 lost to taxes = $8 in lost wealth

$1 at 7% (rule of 72), at 10 yrs = $2, at 20 yrs = $4, at 30yrs = $8

$50K lost = $400K (x8) lost over the long term

If you earn over $500K / year +, top 1% of income earners

The ultra wealthy know that you have to control taxes.

401K does not reduce taxes, it defers taxes, and at $25K /yr, this will not move the needle enough, need major changes to reduce taxes, and propel wealth  

Control Capital – protect principal, no losses, lock in gains

Use Leverage well at a 4:1 multiple, Control $4 with $1 

Just like you finance your house thru a mortgage, finance your retirement (mortgage leverage is typically 3:1, loan is 3x your yearly income) 

Deploy different strategies to grow wealth and make $ millions, really scale wealth from $1 to $5 mil, or $5 to $10 mil

Assets –pull money from passive income & use for more investing

Create investing cycle and repeat to grow wealth

 

Full Show: HERE

 

 

 

More Info on WFL and Tax Free Matching: HERE

 

Wealth For Life Topic: https://brt-show.libsyn.com/category/Wealth+For+Life

 

Link to Taxes Show on 10/31/2021 w/ Denver: Here

Link to Offense / Defense Show on 6/6/2021 w/ Denver: Here

Link to Shows, Denver was a Guest: Here

 

Investing Topic: https://brt-show.libsyn.com/category/investing

More - BRT Best of: https://brt-show.libsyn.com/category/Best+Of

 

 

Thanks for Listening.

Please Subscribe to the BRT Podcast. 

 

 

Business Roundtable with Matt Battaglia

The show where Entrepreneurs, High Level Executives, Business Owners, and Investors come to share insight and ideas about the future of business. BRT 2.0 looks at the new trends in business, and how classic industries are evolving. 

Common Topics Discussed: Business, Entrepreneurship, Investing, Stocks, Cannabis, Tech, Blockchain / Crypto, Real Estate, Legal, Sales, Charity, and more… 

BRT Podcast Home Page: https://brt-show.libsyn.com/

‘Best Of’ BRT Podcast: Click Here

BRT Podcast on Google: Click Here

BRT Podcast on Spotify: Click Here                   

More Info: https://www.economicknight.com/podcast-brt-home/

KFNX Info: https://1100kfnx.com/weekend-featured-shows/

 

Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.

 

Preventing Cancer with a Vaccine w/ Stephen Johnston of Calviri

 

- BRT S04 EP17 (179) 4-23-2023

 

Things We Learned This Week

• Calviri is working on a Vaccine to PREVENT Cancer, currently largest animal clinical trial
• Inflammation - starting points of bad cells
• Cancer - bad cells replicate
• Could Prevent other diseases & extend longevity of people's lives - ex.- help w/ dementia
• Tumors make bad proteins
• Calviri vaccine works on RNA (proteins) kills tumor, & arms immune system

 

 

 

Guest: Stephen Johnston Founding CEO, Calviri Inc.

LKIN: HERE

https://calviri.com/

  

Bio:

Chief Executive Officer & Chairman of the Board

Stephen Albert Johnston is the inventor of the Calviri’s central technologies. In addition to Calviri, he has been a founder of Eliance, Inc. (Macrogenics), Synbody Biotechnology and HealthTell, Inc. He is Director of the Arizona State University Biodesign Institute’s Center for Innovations in Medicine and Professor in the School of Life Sciences. He has published almost 200 peer-reviewed papers and holds 45 patents. Prior to his appointment at ASU he was Professor and Director of the Center for Biomedical Inventions at UT-Southwestern Medical Center and Professor of Biology and Biomedical Engineering at Duke University. He is a member of the National Academy of Inventors. Dr. Johnston received his B.S. and Ph.D. degrees from the University of Wisconsin.

  

Calviri Inc.

We are determined to offer humanity a better life, free from cancer. While our goal is hugely ambitious, we are intensely driven to rid the planet of worry from cancer.

Calviri’s mission is to provide affordable products worldwide that will end deaths from cancer. We are a fully integrated healthcare company developing a broad spectrum of vaccines and companion diagnostics that prevent and treat cancer for those either at risk or diagnosed. We focus on using frameshift neoantigens derived from errors in RNA processing to provide pioneering products against cancer. The company is a spin out of the Biodesign Institute, Arizona State University, located in Phoenix, AZ. We have the largest dog vaccine trial in the world underway at three premier veterinary universities. The five-year trial will assess the performance of a preventative cancer vaccine.

  

Notes: 

Seg. 1

 

Calviri working to develop a vaccine to prevent cancer, not cure, but prevent.

You would take the vaccine like any other vaccine.

Currently testing a largest clinical trial of 800 dogs. They are in year 3 of a 5 year trial.  Dr. Johnston has been working on this for 15 years thus far. 

There will be 2 phases, with Phase 1 being animal testing to create a dog vaccine. This is a $3 – 5 billion industry. Next year, Calviri wants to launch with FDA approval. 

Phase 2 is Human clinical trials. These will be Therapeutic trials, working on treating cancer. 

The Best Part of Calviri’s research and vaccine is it could prevent other diseases also.

In turn give more longevity of life for people, and maybe cure dementia.

Inflammation is the starting point.

Defined: localized physical condition in which part of the body becomes reddened, swollen, hot, and often painful, especially as a reaction to injury or infection. 

In a normal inflammatory response, immune cells produce chemicals that can kill a pathogen. These chemicals, known as reactive oxygen species, can also damage the DNA of normal cells, which increases the risk of mutations that could lead to cancer.

Bad cells or zombie cells are put out.

Bad stuff, don’t die, cause inflammation to other cells

Cancer is when bad cells replicate uncontrollably.

Sometimes this orderly process breaks down, and abnormal or damaged cells grow and multiply when they shouldn't. These cells may form tumors, which are lumps of tissue. Tumors can be cancerous or not cancerous (benign). 

It can also cause bone dysfunction.

Tumor is a normal cell, not part of a community like infection

Body is made up of tissues and cells (community or tightly packed group of cells).

All cells experience changes with aging. They become larger and are less able to divide and multiply. Among other changes, there is an increase in pigments and fatty substances inside the cell (lipids). Many cells lose their ability to function, or they begin to function abnormally. 

A person’s Immune system fixes the community of cells & wipes out ‘rogue’ tumors.

 

Seg. 2 

Stephen Johnston’s background,  trained in science, and also an inventor with a degree in bio chemistry. Was working at UT Southwest Medical Center in Dallas, TX.

Started working at ASU about 15 years ago to develop what would become the Calviri research. ASU supporting the Calviri patent. 

Started Calviri Inc. circa 2018. It was a spun out patent & I.P. to Calviri, with an exclusive license to Calviri. ASU owns no equity which is unusual.

Gets % of profits – did not invest

Venture Capital or VC wants equity in any deal they invest in. They also do not want any Universities having ownership as it complicates a deal.

Calviri Board has 6 members, with a few members also providing funding, this is an  uncommon setup. Calviri Stock in all common

One of the board members is the former CEO of Humana 

$2 Bill –

Open Philanthropy is a philanthropic funder. Our mission is to help others as much as we can with the resources available to us. Our main funders are Cari Tuna and Dustin Moskovitz, a co-founder of Facebook and Asana. This organization is providing funding for health companies. 

High risk – 2019 - $6 5 mil 

Calviri 4/2023 Worldwide MKT – affordable

 

Seg. 3 

Clinical trial phase, do hundreds of trials

Common treatment for a person who has cancer, create a Personalized cancer vaccine with an estimated cost of $100k

DNA sequencing is done, and that treatment is for that person only

Calviri mission is to create an off the shelf & affordable product

Stepping stone in medicine development, goes from therapeutic to prevention

Moderna, one of the big phrama companies that made the Covid vaccine 

MRNA Vaccine

Survey blood w/ stage 1 or 3 cancer, search for commonalities

Intel chip system being used in bio chemistry machines. Intel says its processors are behind efforts to find new breakthroughs in life sciences research and healthcare in a number of countries.

It took 10 years of work to test blood

DNA transcription produces a single-stranded RNA molecule that is complementary to one strand of DNA. In the first step, the information in DNA is transferred to a messenger RNA (mRNA) molecule by way of a process called transcription.

Processing mistakes at the RNA level 

Reduced to pieces to become 

Proteins – tumor makes bad protein, which looks like a inflection

Takes pieces of bad protein & make a vaccine, then Inject the vaccine & kill the tumor

Teach your body, arm the immune system before foreign particle are created

Pre-emptively give vaccine before there is any cancer cells

 

 

Seg. 4

 

The common theme of Calviri is simplicity. There are simple ways to do x.

 

Everyone said it’s complicated to treat cancer. There are 200 types of cancer.

Calviri is working to have a big impact, plus make their vaccine simple & affordable.

They believe the logical solution is vaccines.

 

They have shown to prevent cancer in their trials with dogs.

 

Trial –

 

Find the common traits. As the expression goes: The light is better under lamppost.

 

Common research is done on DNA to learn about Cancer. A person with Cancer has their DNA mapped out and the treatment created is for them only.

 

The harder method is to look at RNA.

 

Found parts in tumor – foreign

 

1 preventive vaccine working with ‘common’ traits in RNA, there are 40 component pieces of proteins. There hundreds (100s) of uncommon traits

 

Immune system has sensor cells

Immune system response, it will identify foreign cells & destroy them

 

Auto ‘self’ immune disease - attacks all cells

Good cells – working too well, and attacking non bad cells

  

When we age, it is common for the immune system to break down. This make people more prone to cancer, or other diseases.

 

Anti-Aging is a topic getting attention and funding. Jeff Bezos has invested in Altos Labs. Altos is pursuing biological reprogramming technology, a way to rejuvenate cells in the lab that some scientists think could be extended to revitalize entire animal bodies, ultimately prolonging human life.

 

 

 

Thanks to Joan Kerber-Walker of Az Bio for the intro to Stan.

AZ Bio & Life Sciences Innovation w/ Joan Koerber-Walker

- BRT S04 EP10 (172) 3-5-2023

 

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