🚀 In this episode of Commercial Real Estate Unfiltered, host Caleb David sits down with Kumari Fulbright to unpack the transition from residential to commercial investing, diversity in real estate, and why the Tampa Bay market is exploding with opportunity. From leveraging equity and SBA financing to mindset shifts and strategic partnerships, Kumari shares practical advice for investors ready to level up — plus insider insights on where smart money is moving in Florida.

🎧 Hosted by: Caleb David

👤 Guest:🏡 Kumari Fulbright – Real Estate Investor & Commercial Advisor

Kumari Fulbright is a licensed real estate professional with partnerships across multiple luxury brokerages, including Elite Homes, Coastal Property Group, Engel & Völkers, and Forbes Global Properties. She holds an MBA in management from the University of South Florida, a degree from the University of Michigan, and legal training from the University of Arizona’s James E. Rogers College of Law. Having lived in seven states, Kumari brings broad market insight to real estate strategy and advising.

💡 What You’ll Learn:

✔️ How to transition from residential investing into commercial real estate

✔️ Why multifamily is the ideal “bridge” asset class

✔️ Leveraging HELOCs and SBA loans to enter commercial deals

✔️ Common mistakes new commercial investors make — and how to avoid them

✔️ Why Tampa Bay is one of the hottest commercial markets in the country

🎵 Whether you're an investor, agent, or homebuyer, this episode offers valuable insights!

💼 Connect with Kumari Fulbright:

📸 Instagram → https://www.linkedin.com/in/kumarifulbright/

🔗 LinkedIn → https://instagram.com/wealth82

🎙 Follow Caleb David:

🌎 Website → https://www.davidcommercial.com/

📘 Facebook → https://www.facebook.com/calebdavid/

📷 Instagram → https://www.instagram.com/calebdavid/

🔗 LinkedIn → https://www.linkedin.com/in/calebdavid/
🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below!

💎 Produced by Icons of Real Estate - https://iconsofrealestate.com/

🚀 In this episode of Commercial Real Estate Unfiltered, host Caleb David sits down with Joe Tagliente, a second-generation franchise operator and real estate investor who transformed a family Burger King operation into a multi-generational real estate holding company. Joe shares how his father turned a single franchise into a powerful portfolio by owning the land beneath every location — and how structured sale-leasebacks and triple net leases became the key to long-term wealth and scalability. From franchising insights to retail evolution in the Northeast, this episode is packed with practical wisdom for operators and investors alike.

🎧 Hosted by: Caleb David

👤 Guest:🏡 Joe Tagliente – Franchise Investor & Commercial Real Estate Owner

Joe Tagliente is a seasoned entrepreneur and investor with over 25 years of experience in franchising, commercial real estate, and finance. Starting with his family’s Burger King franchises, Joe transitioned into real estate investment and sale-leaseback strategies, helping franchise owners unlock capital and scale. Based in Massachusetts, his insights are highly relevant to the Northeast and Metro New York markets, where retail and hospitality continue to evolve. His expertise bridges franchising, private credit, and property investment—perfectly aligned with the storytelling focus of Adventures of a Real Estate Broker.

💡 What You’ll Learn:

✔️ Why owning the land under your franchise creates generational wealth

✔️ How triple net leases reduce risk and increase scalability

✔️ The power of sale-leaseback strategies for operators

✔️ Common mistakes franchisees make when negotiating leases

✔️ How retail is evolving from traditional malls to live-work-play developments

🎵 Whether you're an investor, agent, or homebuyer, this episode offers valuable insights!

💼 Connect with Joe Tagliente:

🔗 LinkedIn → https://www.linkedin.com/in/josephdtagliente

🎙 Follow Caleb David:

🌎 Website → https://www.davidcommercial.com/

📘 Facebook → https://www.facebook.com/calebdavid/

📷 Instagram → https://www.instagram.com/calebdavid/

🔗 LinkedIn → https://www.linkedin.com/in/calebdavid/

🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below!

💎 Produced by Icons of Real Estate - https://iconsofrealestate.com/

🚀 In this episode of Commercial Real Estate Unfiltered, host Caleb David sits down with Kara Penn, principal consultant at Mission Spark and co-author of Fail Better. Together, they explore the power of community, civic engagement, and leadership rooted in empathy and self-awareness. Kara shares her journey into social impact work, practical strategies for facilitating difficult conversations, and actionable ways individuals and business leaders can engage meaningfully in their communities.

🎧 Hosted by: Caleb David

👤 Guest:🏡 Kara Penn – Principal Consultant at Mission Spark & Social Impact Leader

💡 What You’ll Learn:

✔️ How authentic relationships create the foundation for strong communities

✔️ Practical guidelines for facilitating civil discourse around polarized issues

✔️ The role of self-awareness and reflection in leadership and engagement

✔️ Ways business owners can participate in civic engagement without burnout

✔️ How to stay grounded and values-aligned while doing difficult work

🎵 Whether you're an investor, agent, or community leader, this episode offers valuable insights!

💼 Connect with Kara Penn:

🌐 Website → https://missionspark.org/

🔗 LinkedIn → https://www.linkedin.com/in/karapenn11/

🎙 Follow Caleb David:

🌎 Website → https://www.davidcommercial.com/

📘 Facebook → https://www.facebook.com/calebdavid/

📷 Instagram → https://www.instagram.com/calebdavid/

🔗 LinkedIn → https://www.linkedin.com/in/calebdavid/

🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below!

💎 Produced by Icons of Real Estate - https://iconsofrealestate.com/

🚀 In this episode of Commercial Real Estate Unfiltered, host Caleb David sits down with Benjamin Carmona of Perch Wealth to demystify 1031 exchanges, real estate syndications, and Delaware Statutory Trusts (DSTs). Benjamin breaks down how high-net-worth and retiring investors can defer capital gains taxes, transition from active to passive ownership, and protect wealth in uncertain markets. This conversation covers market cycles, risk mitigation, sponsor evaluation, hard money lending, and why education—not transactions—should drive investment decisions.

🎧 Hosted by: Caleb David

👤 Guest:🏡 Benjamin Carmona – Financial Advisor & Real Estate Syndication Specialist, Perch Wealth

Benjamin Carmona is a Managing Partner at Perch Wealth and a 20-year veteran of the alternative investment and 1031 exchange industry. He specializes in Delaware Statutory Trusts, structured real estate strategies, and tax-advantaged investment vehicles. Before co-founding Perch Wealth, Ben held leadership and acquisitions roles at firms including Cantor Fitzgerald, NexPoint Advisors, and Capital Square Advisors, where he worked across finance, due diligence, underwriting, product structuring, and sales management. His background gives him deep expertise in 1031 products and real estate-based alternative investments.

💡 What You’ll Learn:

✔️ What real estate syndication is and how passive investing works

✔️ How 1031 exchanges defer capital gains taxes

✔️ Key rules, timelines, and risks of executing a 1031 exchange

✔️ How Delaware Statutory Trusts (DSTs) create passive income

✔️ How to evaluate sponsors, risk, and exit strategies

🎵 Whether you're an investor, agent, or homebuyer, this episode offers valuable insights!

💼 Connect with Benjamin Carmona:

🌐 Website → https://perchwealth.com/

🔗 LinkedIn → https://www.linkedin.com/in/benjamin-carmona-5a36b532/

🎙 Follow Caleb David:

🌎 Website → https://www.davidcommercial.com/

📘 Facebook → https://www.facebook.com/calebdavid/

📷 Instagram → https://www.instagram.com/calebdavid/

🔗 LinkedIn → https://www.linkedin.com/in/calebdavid/

🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below!

💎 Produced by Icons of Real Estate - https://iconsofrealestate.com/

🚀 In this powerful episode of Commercial Real Estate Unfiltered, host Caleb David sits down with Julie Briggs to explore the intersection of personal development, leadership, trauma awareness, and the Enneagram. Julie shares her journey working in child welfare and foster care, teaching emotional regulation in prisons, and how self-awareness, self-regulation, and self-compassion can transform individuals, teams, and communities. This conversation goes far beyond real estate, offering tools that apply to leadership, business, parenting, and everyday life.

🎧 Hosted by: Caleb David

👤 Guest:🏡 Julie Briggs – Program Director, Lutheran Family Services | Enneagram Educator

Julie Briggs is the Program Director at Lutheran Family Services Rocky Mountains’ Foster Care Office in Colorado Springs, where she oversees initiatives that support children and families through the foster care system. In addition to her leadership role, she is a wife and mother of four who dedicates her spare time to teaching self-awareness, self-regulation, and self-compassion to incarcerated individuals through the Enneagram Prison Project.

💡 What You’ll Learn:

✔️ What the Enneagram is and how it helps explain human behavior

✔️ How childhood wounds and trauma shape personality and motivation

✔️ Why self-awareness is the foundation of emotional regulation

✔️ How leaders can use curiosity instead of judgment

✔️ Why compassion transforms teams, businesses, and communities

🎵 Whether you're an investor, agent, or homebuyer, this episode offers valuable insights!

💼 Connect with Julie Briggs:

📸 Instagram → https://www.instagram.com/juliehamelbriggs/?hl=en

📘 Facebook → https://www.facebook.com/juliebriggsis/

🎙 Follow Caleb David:

🌎 Website → https://www.davidcommercial.com/

📘 Facebook → https://www.facebook.com/calebdavid/

📷 Instagram → https://www.instagram.com/calebdavid/

🔗 LinkedIn → https://www.linkedin.com/in/calebdavid/

🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below!

💎 Produced by Icons of Real Estate - https://iconsofrealestate.com/

🚀 In this episode of Commercial Real Estate Unfiltered, host Caleb David sits down with real estate veteran Chris Prefontaine to unpack how investors can thrive in shifting markets using creative financing strategies. Drawing from over 30 years of experience through crashes, downturns, and recoveries, Chris shares how to buy real estate without banks, personal guarantees, or large down payments, and how mindset, systems, and mentorship are key to long-term success.

🎧 Hosted by: Caleb David

👤 Guest:🏡 Chris Prefontaine – Founder & Chairman of Smart Real Estate Coach

Chris Prefontaine is a seasoned real estate investor and the founder of Smart Real Estate Coach, a company specializing in creative real estate strategies. With over 30 years in the industry, Chris has built a reputation for innovative deal structuring, focusing on owner financing, lease options, and subject-to transactions. He is a four-time best-selling author, including titles such as Real Estate on Your Terms and The New Rules of Real Estate Investing. Chris leads a family-operated business that acquires 5–10 properties monthly, controlling between $20–30 million in real estate assets without using personal cash or credit. His company has completed hundreds of transactions across North America, mentoring students to replicate these successes. Chris also hosts the Smart Real Estate Coach Podcast, which ranks in the top 0.5% globally, and has been featured in various media outlets for his expertise in creative real estate investing.

💡 What You’ll Learn:

✔️ How to buy real estate without banks or personal credit

✔️ Creative financing strategies that work in any market

✔️ How to source off-market and free-and-clear properties

✔️ Lessons from the 2008 crash, COVID, and shifting market cycles

✔️ Why mentorship, systems, and mindset matter more than timing

🎵 Whether you're a commercial broker, investor, or entrepreneur, this episode offers valuable insights!

💼 Connect with Chris Prefontaine:

🌐 Website → https://smartrealestatecoach.com/

📸 Instagram → https://www.instagram.com/smartrealestatecoach/

📘 Facebook → https://www.facebook.com/smartrealestatecoach

🎙 Follow Caleb David:

🌎 Website → https://www.davidcommercial.com/

📘 Facebook → https://www.facebook.com/calebdavid/

📷 Instagram → https://www.instagram.com/calebdavid/

🔗 LinkedIn → https://www.linkedin.com/in/calebdavid/

🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below!

💎 Produced by Icons of Real Estate - https://iconsofrealestate.com/

🚀 In this episode of Commercial Real Estate Unfiltered, host Caleb David is joined by Lance Somerville and James Brown of eXp Realty for an in-depth conversation on the Colorado real estate market from both the residential and commercial perspectives. They explore how agents can successfully collaborate across lanes, the mindset shift required to move from residential to commercial, and where the biggest opportunities exist post-COVID—especially in office space, investing strategies, and partnerships built on trust and aptitude.

🎧 Hosted by: Caleb David

👤 Guests:

🏡 Lance Somerville – Commercial Real Estate Broker, eXp Realty

🏡 James Brown – Residential Agent & Real Estate Investor, eXp Realty

💡 What You’ll Learn:

✔️ How residential and commercial agents can successfully partner on deals

✔️ What aptitude matters more than experience when crossing into commercial

✔️ Why co-living and rent-by-the-room models work in high-cost markets

✔️ The state of the Denver office market post-COVID

✔️ How trust and referrals drive long-term real estate success

🎵 Whether you're a residential agent, commercial broker, or real estate investor, this episode offers valuable insights!

💼 Connect with Lance Somerville:

📘 Facebook → https://www.facebook.com/Coloradorealestatenow/

📷 Instagram → https://www.instagram.com/lance.somerville/

🔗 LinkedIn → https://www.linkedin.com/in/lancesomerville

💼 Connect with James Brown:

🌐 Website → https://thismonthinrealestateinvesting.com

📘 Facebook → https://www.facebook.com/JamesBrown.EXP

📷 Instagram → https://www.instagram.com/jamesbrown.corealtor

🔗 LinkedIn → https://www.linkedin.com/in/james-brown-303

🎙 Follow Caleb David:

🌎 Website → https://www.davidcommercial.com/

📘 Facebook → https://www.facebook.com/calebdavid/

📷 Instagram → https://www.instagram.com/calebdavid/

🔗 LinkedIn → https://www.linkedin.com/in/calebdavid/

🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below!

💎 Produced by Icons of Real Estate - https://iconsofrealestate.com/

🚀 In this episode, host Caleb David sits down with Destiny Williams for an inspiring conversation about personal growth, confidence, and building a meaningful career through real estate. Destiny shares her journey, the challenges she faced early on, and how mindset, discipline, and service-driven values helped her create momentum. This episode highlights the importance of self-belief, consistency, and surrounding yourself with the right people to succeed both personally and professionally.

🎧 Hosted by: Caleb David

👤 Guest:🏡 Destiny Williams – Real Estate Professional & Personal Growth Advocate

Destiny Williams is a Realtor® with Keller Williams who has quickly made her mark in the Texas real estate market. A Charlotte, North Carolina native, she relocated to Texas a little over two years ago and has been licensed for nearly two years, rapidly establishing herself as a strong performer in the industry. Destiny is passionate about advocacy for the LGBTQIA+ community and the empowerment of Black women.

💡 What You’ll Learn:✔️ How mindset shapes confidence and career growth✔️ Overcoming self-doubt in competitive industries✔️ Why consistency matters more than quick wins✔️ The role of service and authenticity in real estate✔️ How personal growth fuels professional success

🎵 Whether you're new to real estate or focused on personal growth, this episode offers valuable insights!

💼 Connect with Destiny Williams:🌐 Website → https://www.kw.com/📸 Instagram → https://www.instagram.com/closingwithdestiny📘 Facebook → https://www.facebook.com/p/closingwithdestiny-61553282604450/

🎙 Follow Caleb David:🌎 Website → https://www.davidcommercial.com/📘 Facebook → https://www.facebook.com/calebdavid/

📷 Instagram → https://www.instagram.com/calebdavid/

🔗 LinkedIn → https://www.linkedin.com/in/calebdavid/

🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below!

💎 Produced by Icons of Real Estate - https://iconsofrealestate.com/

 🚀 In this powerful episode, host Caleb David sits down with global investor and expat expert Mikkel Thorup, founder of Expat Money, to explore offshore commercial real estate, international diversification, and building a true “Plan B” for wealth and family security. Mikkel shares his personal journey, why he shifted from residential to commercial real estate overseas, how geopolitical freedom plays into investment decisions, and what investors must understand about compliance, citizenship-by-investment, and long-term portfolio stability.

🎧 Hosted by: Caleb David

👤 Guest: 🏡 Mikkel Thorup – Founder & CEO of Expat Money | Global Investment & Expat Consultant

Mikkel Thorup is the Founder and CEO of Expat Money®, a private consulting firm established in 2017, and host of the popular Expat Money Show podcast. Recognized as one of the world’s leading expat consultants, he helps high-net-worth individuals legally reduce taxes, secure second residencies and citizenships, and build global investment portfolios in real estate, agriculture, and other hard assets. A best-selling author of Expat Secrets and Expats Guide on Moving to Mexico, Mikkel has traveled to over 110 countries, lived in nine, and advises clients worldwide.

💡 What You’ll Learn:

✔️ Why commercial real estate plays a key role in long-term offshore portfolios

✔️ How to build stability without relying on heavy leverage or speculation

✔️ What an offshore “Plan B” really looks like for investors and families

✔️ Common misconceptions about offshore investing and taxes

✔️ How citizenship-by-investment and second passports work

🎵 Whether you're a commercial real estate investor or exploring global opportunities, this episode delivers eye-opening insights!

💼 Connect with Mikkel Thorup:

🌐 Website → https://expatmoneysummit.com/

🌐 Website → https://expatmoneyshow.com/

🌐 Website → https://expatmoney.com/

🎙 Follow Caleb David:

🌎 Website → https://www.davidcommercial.com/

📘 Facebook → https://www.facebook.com/calebdavid/

📷 Instagram → https://www.instagram.com/calebdavid/

🔗 LinkedIn → https://www.linkedin.com/in/calebdavid/

🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below!

💎 Produced by Icons of Real Estate - https://iconsofrealestate.com/

🚀 In this inspiring episode, host Caleb David sits down with architectural designer and custom home specialist George Otel, who shares his journey from a trucking driver to a commercial real estate financier. George discusses the importance of SBA loans, the challenges business owners face, and strategies for building long-term wealth through property ownership. He emphasizes the need for proper financial planning, the value of relationships in the industry, and the opportunities that exist even in uncertain markets. The conversation provides insights into the lending process, the benefits of SBA loans, and how businesses can prepare for and seize real estate opportunities.

🎧 Hosted by: Caleb David

👤 Guest: 🏡 George Otel – Architectural Designer & Founder of Otel Studios

George Otel is an entrepreneur with over a decade of experience in real estate and finance, involved in business acquisitions, partner buyouts, commercial real estate, and funding structures. He has helped 400+ businesses secure financing and participated in 15+ business sale transactions. George has built relationships with hundreds of funding sources, enabling him to support small-business financing needs up to $50 million.

💡 What You’ll Learn:

✔️ How culture and upbringing shape design philosophy

✔️ Why meaningful homes start with understanding human behavior

✔️ The importance of designing for real-life routines

✔️ Differences between European and North American lifestyle design

✔️ How collaboration leads to better homes and happier clients

🎵 Whether you're an investor, builder, designer, or homeowner, this episode offers timeless insights into how homes should be created.

💼 Connect with George Otel:

📸 Instagram → https://www.instagram.com/georgeotel/?hl=en

🔗 LinkedIn → https://www.linkedin.com/in/georgeotel/

🎙 Follow Caleb David:

🌎 Website → https://www.davidcommercial.com/

📘 Facebook → https://www.facebook.com/calebdavid/

📷 Instagram → https://www.instagram.com/calebdavid/

🔗 LinkedIn → https://www.linkedin.com/in/calebdavid/

🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below!

💎 Produced by Icons of Real Estate - https://iconsofrealestate.com/