BigMikeFund

With growth comes growing pains but today’s guest, Daniel Marcos, says there’s a better way to scale your business, reduce the drama of the operation, and maintain a personal life. Daniel is the co-founder and CEO of Growth Institute, a CEO coach for over two decades, and a keynote speaker on scaling businesses. He is a member of YPO and EO, serves as the Ambassador of Singularity University in Austin, and the CEO of ExO Education in partnership with Salim Ismail.

In 2012, Daniel and Verne Harnish partnered on this mission and co-founded Growth Institute, a leading online executive education company for C-level executives at fast growing firms.

What was once reserved for a small niche of wealthy companies is now available to all CEOs and their executive teams, effectively democratizing business education and shortening the gaps in professional development. So be sure to catch this episode. Tune in to learn more about how to scale without the drama while enjoying a balanced lifestyle!

HIGHLIGHTS OF THE EPISODE

00:23 – Guest Intro: Daniel Marcos

00:54 – A little bit about Daniel

02:21 – Growing without sacrificing family and personal life

06:04 – Examples of problems solved

11:18 – The four stages of company growth

18:00 – Financing the jump from stage two to three

22:34 – How to value a company

If you found this episode substantial and want to dig deeper into real estate, or maybe you want to discover better investment opportunities, be sure to check out www.tempofunding.com.

CONNECTING WITH THE GUEST

Website: https://www.growthinstitute.com/ | http://www.danielmarcos.co/ LinkedIn: https://www.linkedin.com/in/danielmarcos/ Facebook: https://www.facebook.com/daniel.marcos

Our guest today is Alix Kogan. Alix has been involved in real estate, construction, and development for the last 20 years. He started his career in Colorado founding his own high-end construction company and grew it to be the largest and most successful firm in Southwest Colorado. After 20 years in Colorado, Alix had a successful sale and liquidity event in late 2019. Shortly after starting his own building company in 1999, Alix started investing in real estate with single family spec homes, single family rentals, commercial and multifamily rentals. Over the last 15 years, Alix has successfully completed several townhomes, mixed-use, and single-family developments. He owns over 1700 apartment units as an LP, Co-GP and KP, and self manages his portfolio of single-family rentals as well as a small portfolio of commercial properties. In addition, Alix invests and owns a substantial portfolio of mortgage notes. Alix has had various multifamily experiences with building, owning and managing assets. Alix has broad based experience and knowledge of multiple real estate asset classes and is focused full-time on growing his private equity real estate firm. 

Today, he talks about what to look for in a deal. He tells us in detail about the underwriting process and how today’s environment is affecting pricing. Also, he talks about student housing as an investment asset and some things to remember when operating them. Tune in to find out how you can succeed in this space!

HIGHLIGHTS OF THE EPISODE

00:23 – Guest Intro: Alix Kogan

If you found this episode substantial and want to dig deeper into real estate, or maybe you want to discover better investment opportunities, be sure to check out www.tempofunding.com.

CONNECTING WITH THE GUEST

Website: https://ashlandcapitalfund.com/

We are excited to have once again Fernando Angelucci, Chief Executive Officer of Self Storage Syndicated Equities. Join us as we talk about what's happening in the self storage space. Before getting into self storage Fernando worked at Dow Chemical, a Fortune 50 company. He rolled out a flagship product estimated to gross $1B in global revenues. When he was 23, Fernando started doing real estate in the residential side with wholesaling and acquiring residential rentals. He then went on to build a multi-family rental portfolio spanning the Midwest. In preparation for the next down cycle, Fernando and the team divested from residential real estate to focus on self storage. 

Lean in and find out what he has to say about diversifying to self storage, how it does during a recession, and why investing in older facilities is probably safer these days. Don't miss it!

HIGHLIGHTS OF THE EPISODE

00:23 – Guest Intro: Fernando Angelucci

01:04 – What's new in Fernando’s world

03:19 – Paying top prices even though interest rates are climbing

05:56 – Buying on a low leverage

08:28 – Investment decisions: where to allocate cash matters.

12:36 – Value add and co deals over construction deals

20:47 – Continue dollar cost averaging or invest over time 

27:29 – Will storage do well in a mild recession?

31:17 – Investing into older facilities is probably safer nowadays

If you found this episode substantial and want to dig deeper into real estate, or maybe you want to discover better investment opportunities, be sure to check out www.tempofunding.com.

CONNECTING WITH THE GUEST

Website: https://www.ssse.com/

LinkedIn: https://www.linkedin.com/in/thestoragestud

Instagram: https://www.instagram.com/thestoragestud/?hl=en

Our host, Mike Zlotnik is the CEO of TF Management Group, LLC which runs four real estate investment funds. He has been a debt and equity investor in real estate since 2000. After a successful 15-year career in IT, he pivoted to real estate investing because of his passion for real estate and its predictability of outcome and risks.

HIGHLIGHTS OF THE EPISODE

00:23 – Episode overview

00:46 – Disclaimer

01:19 – We are in a bear stock market

02:12 – The inflation rate

04:30 – Possible projections

08:15 – Has inflation peaked?

13:12 – Rising interest rates and the impact on various types of real estate

15:14 – The affordability index

16:07 – Commercial real estate works a little different

18:22 – Cap rates and why they’re not rising yet

21:07 – Something interesting happens with the ten-year treasury

23:20 – Recession is already here, most likely

25:52 – This may be a strange recession

28:37 – Best opportunities in a stagflation environment

32:59 – Tempo family of diversified funds

If you found this episode substantial and want to dig deeper into real estate, or maybe you want to discover better investment opportunities, be sure to check out www.tempofunding.com.

Okay, so we might already be in a recession and long-term investing might be an answer, if not THE ANSWER. So, today we talk with Ken Majmudar, Founder and Managing Partner at Ridgewood Investments. Ken founded Ridgewood Investments in late 2002 to help others achieve the transformational results that he was able to achieve for himself and his family using the principles of sound long-term investing that he had learned by studying what works and what doesn’t. Their approach is based on the successful lessons taught by renowned value investors like Warren Buffett and many other great investors. 

Join us as we talk to Ken about what's going on in the market today. He tells us in detail why he thinks we are already in a recession and long-term investing’s track record during times like these. On the same note though he does share some indicators that say the worst might not be as bad as we think. Tune in to learn more about what we see today and what you can do to prepare for it.

HIGHLIGHTS OF THE EPISODE

00:23 – Guest Intro: Ken Majmudar

If you found this episode substantial and want to dig deeper into real estate, or maybe you want to discover better investment opportunities, be sure to check out www.tempofunding.com.

CONNECTING WITH THE GUEST

Website: https://www.ridgewoodinvestments.com/

“Preparation makes you feel pretty good about an anticipated downturn” and to talk more about what we can do in such a situation, we decided to once again invite land expert Willie Goldberg in today’s episode. Willie is a Co-founder of Discount Lots with 4 years of real estate investing experience. Prior to this, He has 2+ years’ experience in investment banking at Wells Fargo and Jefferies.

Join us as Willie takes us through Discount Lots' strategy in relation to what's happening out there with rising interest rates, possible recession on the horizon, stress testing their portfolio, and the best course of action when market conditions begin to change. Tune in!

HIGHLIGHTS OF THE EPISODE

00:23 – Guest Intro: Willie Goldberg

01:19 – What’s new in the world of Discount Lots

02:35 – Rising interest rates

04:47 – The typical sales price now

08:02 – Delinquencies, defaults, and what would happen if delinquencies increase

11:15 – Stress conditions

16:22 – Normal course of action when market conditions begin to change

19:22 – How many lots are in inventory relative to the total portfolio that was sold as receivables

23:23 – Like used cars…

If you found this episode substantial and want to dig deeper into real estate, or maybe you want to discover better investment opportunities, be sure to check out www.tempofunding.com.

CONNECTING WITH THE GUEST

Website: https://discountlots.com/

Linkedin: https://www.linkedin.com/in/william-goldberg-79534076/

Instagram: https://www.instagram.com/discountlots/

Facebook: https://www.facebook.com/BuyDiscountLots/

Youtube: https://www.youtube.com/c/DiscountLot

We're definitely in a state of stagflation and to survive this, we need really good ideas. Fortunately, Chris Miles, the “Cash Flow Expert,” Founder of Money Ripples, and a leading authority on how to quickly create cash flow and lasting wealth, appears on our show once again to share insights about infinite banking and alternative investments. 

Infinite banking can be a great capital source. It's low risk, fairly safe, with the ability to get access to cash. Listen in as he gives us the details on interest rates, leveraging life insurance to fund alternative investments, and what you as an investor should do differently under the present situation. Don't miss it!

HIGHLIGHTS OF THE EPISODE

If you found this episode substantial and want to dig deeper into real estate, or maybe you want to discover better investment opportunities, be sure to check out www.tempofunding.com.

CONNECTING WITH THE GUEST

Website: https://moneyripples.com/

A downturn is on the horizon, that’s just how it works. You should be concerned but you don’t have to panic. Our guest, Paul Moore, shares with us ideas that could greatly help in riding out this part of the market cycle.

Paul Moore is the Founder and Managing Partner of Wellings Capital. After a brief “retirement” in his early 30s, Paul began investing in real estate in 2000 to protect and grow his own wealth.

He completed over 85 real estate investments and exits, appeared on HGTV’s House Hunters, rehabbed and managed dozens of rental properties, and developed a subdivision. After completing three successful real estate developments, including assisting with the development of a Hyatt hotel and a very successful multifamily project, Paul narrowed his focus on commercial real estate in 2011. 

Paul is the author of The Perfect Investment: Create Enduring Wealth from the Historic Shift to Multifamily Housing and Storing Up Profits: Capitalize on America's Obsession with Stuff by Investing in Self-Storage. He also co-hosted a wealth-building podcast called How to Lose Money and he’s been a featured guest on 250+ other podcasts including the BiggerPockets Podcast, The Real Estate Guys, and Entrepreneur on Fire.

In the event of an economic downturn, should you be speculating or investing? Which assets will stand the test of time? Tune in as Paul and Mike discuss these and more!

HIGHLIGHTS OF THE EPISODE

00:23 – Guest Intro: Paul Moore 

00:56 – Wellings Capital was born out of failure

01:33 – Investing vs speculating

03:33 – Finding the best of the best in their asset classes

05:26 – Finding good deals in a downturn environment

08:16 – Interesting asset classes in a downturn economy

14:11 – RV camping, is it an exploding form of travel?

16:31 – Mobile home park opportunities

19:43 – Why are mobile home parks getting turned down and will cities change their mind?

22:10 – Supply chain problems

22:50 – What if the economy gets into a recession?

24:43 – About Wellings Real Estate Income Fund

28:02 – Looking to do quarterly valuations

31:22 – Final thoughts: William Greene’s “Richer, Wiser, Happier”

If you found this episode substantial and want to dig deeper into real estate, or maybe you want to discover better investment opportunities, be sure to check out www.tempofunding.com.

CONNECTING WITH THE GUEST

Website: https://www.wellingscapital.com/

Linkedin: https://www.linkedin.com/in/paul-moore-3255924/

Instagram: https://www.instagram.com/paulmooreinvest/?hl=en

Facebook: https://www.facebook.com/wellingscapital/