Beyond the Deal

Beyond the Deal

By Michael WagmanBusinessInvesting
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Beyond the Deal episodes

  • Raising Capital, Managing Risk, and Scaling Teams: Lessons From 5 Years in Real Estate Syndication

    ย 

    This episode is a best-of compilation featuring our favorite conversations and lessons from past episodes recorded on the golf course.

    Over five years of building and scaling a real estate syndication business, these moments capture the insights that mattered most. We cover why you should always be raising capital, how our investor marketing evolved from word of mouth to CRMs, ads, and automation, and what actually matters when building long-term investor relationships.

    We also dive into underwriting discipline, debt strategy, and managing risk in a volatile interest rate environment. Beyond the numbers, this compilation focuses heavily on people, including partnerships, accountability, systems and culture, leadership as organizations scale, keeping teams motivated without relying solely on money, and why communication with investors and tenants ultimately drives performance.

    This best-of episode brings together the lessons, mistakes, and mindset shifts that shaped how we operate today, all captured during conversations on the golf course.


    ๐Ÿ‘‡ Want the exact system I used to raise $20M+? Get the Capital Raising Blueprint here:

    https://capitalraisingpro.com/course


    Follow the Host โ€“ Michael Wagman:

    ๐Ÿ”— LinkedIn: https://www.linkedin.com/in/michaelwagman/


    ๐Ÿ”— Instagram: https://www.instagram.com/nimble_capital_group/


    ๐Ÿ”— Website: https://nimblecapitalgroup.com/


    Follow the Guest โ€“ Mike Angelo

    ๐Ÿ”— LinkedIn: https://www.linkedin.com/in/mikeaangelo/


    Interested in learning how to raise capital and scale your business to build a lifestyle around freedom?

    ๐Ÿ‘‰ Schedule a call today and let's find out if you're a good fit for mentorship:

    https://calendly.com/mwagman/capital-coaching-exploration


    ๐Ÿ‘‰ Want access to a private community of golfers, entrepreneurs, and business builders? Apply for a private invitation to The Country Club and The Circle Syndicate here:

    https://api.leadconnectorhq.com/widget/survey/NgnnI9AMVS54T8diDyAr


    ย 

    18 min
  • Entrepreneur Health and Habits: How Fitness, Sleep and Routine Improve Business Performance

    In this episode of Beyond the Deal, hosts Michael Wagman and Mike Angelo dive into a topic every entrepreneur struggles with: how your physical and mental health directly affects your business performance. Recorded on a sunny day at the golf course in Phoenix, they break down the habits, routines, and mindset shifts that helped them manage stress, stay focused, build discipline, and perform at their best in both life and business .


    From morning routines to sleep optimization, workout structures, and fighting entrepreneurial overwhelm, this episode brings practical, real world insights you can start applying today.


    ๐Ÿ‘‡ Want the exact system I used to raise $20M+? Get the Capital Raising Blueprint here:

    https://capitalraisingpro.com/course


    What Youโ€™ll Learn in This Episode:


    How physical health impacts entrepreneurial performance and longevity


    Why stress pushed Mike toward entrepreneurship and how he rebuilt his lifestyle around health


    The morning habits that create clarity, focus, and momentum for the entire day


    How to sleep better as an entrepreneur and reset your stress levels at night


    Two different workout philosophies that both lead to peak performance


    How to stay disciplined even when youโ€™re naturally distracted or overwhelmed


    The routines and daily structures that have the biggest ROI on mindset and productivity


    Follow the Host โ€“ Michael Wagman:

    ๐Ÿ”— LinkedIn: https://www.linkedin.com/in/michaelwagman/


    ๐Ÿ”— Instagram: https://www.instagram.com/nimble_capital_group/


    ๐Ÿ”— Website: https://nimblecapitalgroup.com/


    Follow the Guest โ€“ Mike Angelo

    ๐Ÿ”— LinkedIn: https://www.linkedin.com/in/mikeaangelo/


    Interested in learning how to raise capital and scale your business to build a lifestyle around freedom?

    ๐Ÿ‘‰ Schedule a call today and let's find out if you're a good fit for mentorship:

    https://calendly.com/mwagman/capital-coaching-exploration


    ๐Ÿ‘‰ Want access to a private community of golfers, entrepreneurs, and business builders? Apply for a private invitation to The Country Club and The Circle Syndicate here:

    https://api.leadconnectorhq.com/widget/survey/NgnnI9AMVS54T8diDyAr



    15 min
  • 5 Years of Real Estate Syndication: Lessons, Mistakes, Capital Raising and Pivoting in Todayโ€™s Market

    In this episode of Beyond the Deal, hosts Michael Wagman and Mike Angelo hit the course in Gilbert, Arizona to reflect on five years of real estate syndication โ€” the wins, the mistakes, and the lessons that changed everything.


    They break down how their approach to raising capital, managing debt, choosing partners, and operating assets has evolved through market cycles, interest rate spikes, and shifting investor expectations. Whether youโ€™re a new investor or a seasoned syndicator, this episode is packed with hard-earned wisdom from the front lines.


    ๐Ÿ‘‰ Want access to a private community of golfers, entrepreneurs, and high level operators? Apply for a private invitation to The Country Club and The Circle Syndicate here:

    https://api.leadconnectorhq.com/widget/survey/NgnnI9AMVS54T8diDyAr


    What Youโ€™ll Learn in This Episode:

    • Why they chose syndication over single-family investing
    • The biggest mistakes from their first few deals (and what theyโ€™d do differently)
    • How capital raising has evolved with marketing, CRMs, and AI
    • The right (and wrong) ways to structure debt in todayโ€™s market
    • What makes a great operating team and why onsite staff matters most#
    • How to vet partners and align on core values before signing a deal
    • The power of communication and transparency with investors
    • Why mindset, resilience, and consistency are the real keys to success
    • How their investment focus has shifted โ€” from multifamily to boutique hotels and beyond


    ๐Ÿ‘‡ Want the exact system I used to raise $20M+? Get the Capital Raising Blueprint here:

    https://capitalraisingpro.com/course


    Follow the Host โ€“ Michael Wagman:

    ๐Ÿ”— LinkedIn: https://www.linkedin.com/in/michaelwagman/

    ๐Ÿ”— Instagram: https://www.instagram.com/nimble_capital_group/

    ๐Ÿ”— Website: https://nimblecapitalgroup.com/



    Follow the Guest โ€“ Mike Angelo

    ๐Ÿ”— LinkedIn:ย  https://www.linkedin.com/in/mikeaangelo/


    Interested in learning how to raise capital and scale your business to build a lifestyle around freedom?


    ๐Ÿ‘‰ Schedule a call today and let's find out if you're a good fit for mentorship:

    https://calendly.com/mwagman/capital-coaching-exploration



    20 min
  • Beyond the Deal: Leadership, Accountability, Systems & Motivation

    In this episode of Beyond the Deal, host Michael Wagman and his business partner Mike Angelo hit the course at Aguila Golf Club for another โ€œ9 Holes, 9 Questionsโ€ edition โ€” this time diving deep into leadership, culture, and team building.


    Between drives and putts, they unpack what it really means to lead effectively, from hiring and accountability to systems, motivation, and communication in a post-COVID, remote-first world. Whether you run a small business, manage a team, or are scaling your own company, this episode is packed with real-world lessons on becoming a better leader.


    ๐Ÿ‘‡ Want the exact system I used to raise $20M+? Get the Capital Raising Blueprint here:

    https://capitalraisingpro.com/course


    What Youโ€™ll Learn in This Episode:


    • The biggest myths about leadership (and what great leaders actually do)
    • How to balance accountability with freedom and autonomy
    • Why bad hires and poor value alignment can sink a team
    • How to use systems to strengthen โ€” not replace โ€” company culture
    • The importance of leading by example and showing vulnerability
    • Keeping your team motivated beyond money or titles


    How to build trust, culture, and connection in a fully remote world


    Follow the Host โ€“ Michael Wagman:

    ๐Ÿ”— LinkedIn: https://www.linkedin.com/in/michaelwagman/

    ๐Ÿ”— Instagram: https://www.instagram.com/nimble_capital_group/

    ๐Ÿ”— Website: https://nimblecapitalgroup.com/


    Follow the Guest โ€“ Mike Angelo

    ๐Ÿ”— LinkedIn: https://www.linkedin.com/in/mikeaangelo/


    Interested in learning how to raise capital and scale your business to build a lifestyle around freedom?

    ๐Ÿ‘‰ Schedule a call today and let's find out if you're a good fit for mentorship:

    https://calendly.com/mwagman/capital-coaching-exploration



    23 min
  • How James Bates and AdviNOW Medical Are Using AI to Revolutionize Healthcare

    In this episode of Beyond the Deal, host Michael Wagman sits down with James Bates, founder and CEO of AdviNOW Medical, an AI-driven healthcare company optimizing how medical practices operate. James shares how AdviNOW uses advanced artificial intelligence to automate 70% of the administrative tasks doctors and staff handle, from data entry to documentation, freeing physicians to focus on what truly matters: patient care.


    From leading billion-dollar self-driving tech businesses to building one of the most advanced medical AI platforms in the world, James reveals his entrepreneurial journey, the challenges of launching before the AI boom, and how his company is reshaping the future of healthcare.


    ๐Ÿ‘‡ Want the exact system I used to raise $20M+? Get the Capital Raising Blueprint here:

    https://capitalraisingpro.com/course


    What Youโ€™ll Learn in This Episode:


    • How AdviNOW Medical uses AI to automate and optimize healthcare practices
    • Why 70% of a doctorโ€™s time is spent on non-medical tasks โ€” and how AI solves it
    • How raising capital for a startup differs from raising for real estate
    • The potential for 100x returns in SaaS and AI-driven healthcare
    • Lessons from pivoting through COVID and adapting to market disruptions
    • Why AI adoption in healthcare is accelerating faster than ever
    • What resilience and innovation really look like when building a world-changing company


    Follow the Host โ€“ Michael Wagman:

    ๐Ÿ”— LinkedIn: https://www.linkedin.com/in/michaelwagman/

    ๐Ÿ”— Instagram: https://www.instagram.com/nimble_capital_group/

    ๐Ÿ”— Website: https://nimblecapitalgroup.com/


    Follow the Guest โ€“ James Bates

    ๐Ÿ”— LinkedIn: https://www.linkedin.com/company/advinow-medical/


    Interested in learning how to raise capital and scale your business to build a lifestyle around freedom?

    ๐Ÿ‘‰ Schedule a call today and let's find out if you're a good fit for mentorship:

    https://calendly.com/mwagman/capital-coaching-exploration



    29 min
  • 9 Real Estate Asset Classes Explained: From Self-Storage to Boutique Hotels

    In this episode of Beyond the Deal, Michael Wagman and Mike Angelo take to the golf course once again for another โ€œ9 Holes, 9 Questionsโ€ edition โ€” this time breaking down the most popular real estate asset classes and their pros and cons.


    From self-storage to boutique hotels, industrial, medical offices, and even land development, they explore what makes each asset class unique, where the best opportunities are today, and how investors can diversify beyond traditional multifamily.


    ๐Ÿ‘‡ Want the exact system I used to raise $20M+? Get the Capital Raising Blueprint here:
    ย https://capitalraisingpro.com/course



    What Youโ€™ll Learn in This Episode:

    • The pros and cons of self-storage investing
    • Why boutique hotels and short-term rentals can outperform multifamily
    • How industrial and flex spaces are shaping the future of real estate
    • What makes senior housing and medical offices attractive, stable assets
    • The hidden potential of land development and entitlement plays
    • How mixed-use projects combine residential and retail for stronger returns
    • Why investing in private businesses is becoming a new frontier for investors


    Follow the Host โ€“ Michael Wagman:
    ย ๐Ÿ”— LinkedIn: https://www.linkedin.com/in/michaelwagman/
    ๐Ÿ”— Instagram: https://www.instagram.com/nimble_capital_group/
    ๐Ÿ”— Website: https://nimblecapitalgroup.com/

    Follow the Guest โ€“ Mike Angelo
    ย ๐Ÿ”— LinkedIn: https://www.linkedin.com/in/mikeaangelo/


    Interested in learning how to raise capital and scale your business to build a lifestyle around freedom?
    ย ๐Ÿ‘‰ Schedule a call today and let's find out if you're a good fit for mentorship:
    ย https://calendly.com/mwagman/capital-coaching-exploration



    25 min
  • Real Estate on the Golf Course: Market Shifts, Capital Raising & New Opportunities

    In this special episode of Beyond the Deal, Michael Wagman and his business partner Mike Angelo hit the golf course for a unique format: nine questions over nine holes. Between swings, they dive deep into todayโ€™s real estate market, capital raising, and investing strategies heading into late 2025.


    From multifamily headwinds and the rise of boutique hotels, to how AI is transforming investor relations and why retail triple-net deals still shine, this episode mixes candid insights with a fresh setting.


    ๐Ÿ‘‡ Want the exact system I used to raise $20M+? Get the Capital Raising Blueprint here:

    https://capitalraisingpro.com/course


    What Youโ€™ll Learn in This Episode:


    • Current market shifts and occupancy challenges in multifamily
    • Which asset classes are thriving (and which are struggling)
    • Creative financing: why seller financing is critical in todayโ€™s market
    • How AI and tech are changing capital raising and investor communication
    • Practical tips for first-time capital raisers
    • Operational levers that maximize tenant renewals and NOI
    • Retail investing explained: why triple-net leases can be powerful cash-flow plays
    • What deals still make sense in 2025 and beyond


    Follow the Host โ€“ Michael Wagman:

    ๐Ÿ”— LinkedIn: https://www.linkedin.com/in/michaelwagman/

    ๐Ÿ”— Instagram: https://www.instagram.com/nimble_capital_group/

    ๐Ÿ”— Website: https://nimblecapitalgroup.com/


    Follow the Guest โ€“ Mike Angelo

    ๐Ÿ”— LinkedIn: https://www.linkedin.com/in/mikeaangelo/


    Interested in learning how to raise capital and scale your business to build a lifestyle around freedom?

    ๐Ÿ‘‰ Schedule a call today and let's find out if you're a good fit for mentorship:

    https://calendly.com/mwagman/capital-coaching-exploration



    19 min
  • From Burnout to 8-Figure Real Estate SaaS: Trevor Mauchโ€™s Journey with Carrot.com

    In this episode of Beyond the Deal, host Michael Wagman sits down with Trevor Mauch, founder and CEO of Carrot.com, the leading platform powering real estate investor websites across the U.S. and Canada. Trevor shares his raw journey of building Carrot into a multimillion-dollar company serving thousands of flippers, wholesalers, and agentsโ€”while battling burnout, doubt, and the rollercoaster of entrepreneurship.

    Trevor reveals how he turned things around by auditing his energy, setting non-negotiables, and surrounding himself with the right people. He breaks down the principles behind building a business that funds your vision, gives you back your time, and creates an impact youโ€™re proud of.

    ๐Ÿ‘‡ Want the exact system I used to raise $20M+? Get the Capital Raising Blueprint here:
    https://capitalraisingpro.com/course

    What Youโ€™ll Learn in This Episode:

    • Trevorโ€™s path from burnout to building an 8-figure SaaS company
    • Why optimizing for energy and joy can transform your business
    • The โ€œenergy auditโ€ framework and how to use it
    • The role of masterminds in accelerating growth and clarity
    • How to identify non-negotiables and core values that drive success
    • Why saying no to a $65M exit made sense (and what it taught him)
    • Daily non-negotiables to stay healthy, clear, and focused as a CEO


    Follow the Host โ€“ Michael Wagman:
    ๐Ÿ”— LinkedIn: https://www.linkedin.com/in/michaelwagman/

    ๐Ÿ”— Instagram: https://www.instagram.com/nimble_capital_group/

    ๐Ÿ”— Website: https://nimblecapitalgroup.com/

    Follow the Guest โ€“ Trevor Mauch
    ๐Ÿ”— LinkedIn: https://www.linkedin.com/in/trevormauch

    Interested in learning how to raise capital and scale your business to build a lifestyle around freedom?
    ๐Ÿ‘‰ Schedule a call today and let's find out if you're a good fit for mentorship:
    https://calendly.com/mwagman/capital-coaching-exploration

    31 min
  • From Multifamily to Glamping: How Amy Cooper Scaled RV Parks Nationwide

    In this episode of Beyond the Deal, host Michael Wagman reconnects with Amy Cooper, co-founder of GlampHER, who left the corporate property management world to build a thriving business in RV parks and glamping destinations. Amy shares how she transitioned from managing thousands of multifamily units to owning and scaling parks across Texas, Colorado, Tennessee, and Arkansas.

    She breaks down the unique opportunities in this niche asset class, from seller financing and mom-and-pop acquisitions to due diligence, amenities, dynamic pricing, and raising capital for growth. Whether youโ€™re curious about glamping, looking to diversify your investments, or want to learn how to structure these deals, this episode delivers a masterclass in building cash flow from unconventional real estate.

    ๐Ÿ‘‡ Want the exact system I used to raise $20M+? Get the Capital Raising Blueprint here:
    https://capitalraisingpro.com/course

    What Youโ€™ll Learn in This Episode:

    How Amy transitioned from property management to RV parks and glamping
    Why RV parks are a unique hybrid of real estate and hospitality
    The advantages of seller financing in this niche
    What due diligence looks like when historical records are scarce
    How to manage seasonality and staffing with work campers
    The role of dynamic pricing and segmentation in driving revenue
    Scaling from a single park to a multi-state portfolio

    Follow the Host โ€“ Michael Wagman:
    ๐Ÿ”— LinkedIn: https://www.linkedin.com/in/michaelwagman/

    ๐Ÿ”— Instagram: https://www.instagram.com/nimble_capital_group/

    ๐Ÿ”— Website: https://nimblecapitalgroup.com/

    Follow the Guest โ€“ Amy Cooper
    ๐Ÿ”— LinkedIn: https://www.linkedin.com/in/amy-m-cooper-5a4ba055/

    Interested in learning how to raise capital and scale your business to build a lifestyle around freedom?
    ๐Ÿ‘‰ Schedule a call today and let's find out if you're a good fit for mentorship:
    https://calendly.com/mwagman/capital-coaching-exploration

    25 min
  • Multifamily vs Development: What Investors Need to Know

    In this episode of Beyond the Deal, host Michael Wagman sits down with his business partner, Mike Angelo, to break down the differences between multifamily operations and real estate development. From ground-up multifamily projects to retail redevelopments, they share lessons learned, costly mistakes avoided, and what it really takes to create something from nothing in todayโ€™s market.


    ๐Ÿ‘‡ Want the exact system I used to raise $20M+? Get the Capital Raising Blueprint here:

    https://capitalraisingpro.com/course


    What Youโ€™ll Learn in This Episode:

    • The key differences between multifamily investing and development projects
    • Why development carries more complexityโ€”and potentially greater returns
    • How to find the right partners and mentors for new projects
    • What entitlement really means and why it can take 18โ€“24 months
    • Lessons from navigating zoning, city hearings, and community pushback
    • The differences in cost, risk, and execution between redevelopment and ground-up projects
    • Why owning your identity as a developer (and telling everyone) opens unexpected doors


    Follow the Host โ€“ Michael Wagman:

    ๐Ÿ”— LinkedIn: https://www.linkedin.com/in/michaelwagman/

    ๐Ÿ”— Instagram: https://www.instagram.com/nimble_capital_group/

    ๐Ÿ”— Website: https://nimblecapitalgroup.com/


    Follow the Guest โ€“ Mike Angelo

    ๐Ÿ”— LinkedIn: https://www.linkedin.com/in/mikeaangelo/


    Interested in learning how to raise capital and scale your business to build a lifestyle around freedom?

    ๐Ÿ‘‰ Schedule a call today and let's find out if you're a good fit for mentorship:

    https://calendly.com/mwagman/capital-coaching-exploration


    ๐Ÿ”ฅ Donโ€™t forget to subscribe, leave a review, and share this episode with fellow LPs and real estate investors!



    23 min

About Beyond the Deal

From the publisher's feed

Beyond the Deal is podcast hosted by Michael Wagman. He has created a life of freedom and travel using passive income generated through real estate investing and raising capital. In this podcastโ€ฆ