Most investors know about 1031 exchanges, but few realize how much inefficiency, hidden fees, and outdated systems still dominate the process. In this episode, Daniel Osman, CPA reveals how his team is disrupting the industry with tech-forward, transparent, and zero-fee solutions. From compound growth to generational wealth and AI-powered innovation, this is the future of tax strategy for serious real estate investors.

WHAT YOU’LL LEARN FROM THIS EPISODE  

• What a 1031 exchange is and why it’s critical for long-term wealth building
• How Deferred.com is eliminating fees, sharing interest, and modernizing exchanges
• The "swap ‘til you drop" strategy and how to pass on assets tax-free to heirs
• Hidden inefficiencies of traditional QIs 
• Creative ways to rescue a potentially failed 1031 exchange

RESOURCES MENTIONED IN THIS EPISODE

• Deloitte 
• askAri

ABOUT DANIEL OSMAN, CPA 

With a strong foundation in accounting, sales, and strategic partnerships, Daniel leads growth at Deferred. He's dedicated to building a 10-star customer experience while making a potentially complex 1031 process simple and easy to navigate. Previously, he managed partnerships at Home Depot, led sales and operations at Balance Homes, and worked at Deloitte & Touche across their M&A and Audit practices.

CONNECT WITH DANIEL 

• Website: deferred.com 
• LinkedIn: Daniel Osman, CPA 

CONNECT WITH US:

• If you need help with anything in real estate, please email [email protected] 
• Reach Ron: RP Capital
• Leave podcast reviews and topic suggestions: iTunes
• Subscribe and get additional info: Get Real Estate Success
• Facebook Group: Cash Flow Property Facebook Community
• Instagram: @ronphillips_
• YouTube: RpCapital
• Get the latest trends and insights: RP Capital Newsletter

As Ron wraps up five years of coaching entrepreneurs, he reflects on what truly sets high performers apart. In this personal episode, he shares the three traits that consistently separated action-takers from excuse-makers. It's not about knowing everything, it's about how you move through setbacks. Whether you're building a business or chasing a personal goal, these lessons apply. If you’ve ever wondered what really drives long-term success, this one’s for you.

WHAT YOU’LL LEARN FROM THIS EPISODE  

• Three critical qualities that drive success
• Why failure is a non-negotiable part of success
• How persistence and "stick-with-it-ness" separate achievers from quitters
• The advantage of taking action over striving for perfection
• A mindset shift that can change how you respond to challenges

RESOURCES MENTIONED IN THIS EPISODE

• Lineage

CONNECT WITH US:

• If you need help with anything in real estate, please email [email protected] 
• Reach Ron: RP Capital
• Leave podcast reviews and topic suggestions: iTunes
• Subscribe and get additional info: Get Real Estate Success
• Facebook Group: Cash Flow Property Facebook Community
• Instagram: @ronphillips_
• YouTube: RpCapital
• Get the latest trends and insights: RP Capital Newsletter

In a rare turn of events, California has taken a step to ease one of the biggest roadblocks to housing construction: overregulation. In this episode, we’ll break down the state’s recent rollback of the California Environmental Quality Act (CEQA) for certain projects and what it means for housing affordability, developers, and the rest of the country. While challenges remain, this move could signal a much-needed shift toward practical solutions.

WHAT YOU’LL LEARN FROM THIS EPISODE  

• How California’s new legislation scales back CEQA and why it matters
• Why developers and policymakers need to align for meaningful change
• The ripple effect of overregulation on housing supply and costs
• Obstacles that still stand in the way of true affordable housing
• What to watch for as cities and developers respond to the change

RESOURCES MENTIONED IN THIS EPISODE

• Why It’s Nearly Impossible to Build Affordable Housing in America with Brian Mertz | Apple Podcasts 

CONNECT WITH US:

• If you need help with anything in real estate, please email [email protected] 
• Reach Ron: RP Capital
• Leave podcast reviews and topic suggestions: iTunes
• Subscribe and get additional info: Get Real Estate Success
• Facebook Group: Cash Flow Property Facebook Community
• Instagram: @ronphillips_
• YouTube: RpCapital
• Get the latest trends and insights: RP Capital Newsletter

Chasing home runs in real estate often leads to strikeouts. In this episode, we’ll break down why a steady, consistent approach to investing wins in the long run and how compounding properties over time creates real wealth. Drawing on a recent live class and a powerful baseball analogy, Ron challenges listeners to focus less on finding “the best market” and more on getting started, staying consistent, and letting time do its magic.

WHAT YOU’LL LEARN FROM THIS EPISODE  

• Why being “area agnostic” can give you more investing opportunities
• The baseball analogy that explains how steady singles lead to big wins
• Reasons why waiting for the perfect market or perfect deal can cost you years of growth
• Secrets behind compounding returns that only come from consistent investing
• The mindset shift you need to keep investing consistently  even when it feels boring
• What most investors misunderstand about market timing and growth areas

CONNECT WITH US:

• If you need help with anything in real estate, please email [email protected] 
• Reach Ron: RP Capital
• Leave podcast reviews and topic suggestions: iTunes
• Subscribe and get additional info: Get Real Estate Success
• Facebook Group: Cash Flow Property Facebook Community
• Instagram: @ronphillips_
• YouTube: RpCapital
• Get the latest trends and insights: RP Capital Newsletter

Is your inner child secretly running your business and ruining it? Elite leadership coach Annie Yatch is back to expose the hidden saboteurs holding you back. From childhood patterns to business plateaus, we break down how self-sabotage wrecks your success and how to fix it fast.

WHAT YOU’LL LEARN FROM THIS EPISODE  

• The hidden patterns sabotaging your growth 
• Proven ways to rewire your mindset for high performance
• A powerful morning habit to reconnect with your purpose
• How to identify the childhood beliefs that keep you stuck
• Why strong home relationships fuel stronger leadership

RESOURCES MENTIONED IN THIS EPISODE

• Getting the Love You Want by Harville Hendrix Ph.D. and Helen LaKelly Hunt Ph.D. | Kindle and Paperback

Grab the FREE PDF “7 Phrases to Lead at Home and in the Boardroom” from Annie Yatch, perfect for navigating conflict and leading with impact. Want it? DM her on Instagram at @northstarleadership.annie to get your copy!

ABOUT ANNIE YATCH

Annie Yatch is the founder and CEO of NorthStar Leadership (also known as Northstar Leadership School), a transformative coach and speaker who has built three 7-figure businesses and guided hundreds of clients, CEOs, entrepreneurs, and executives to break through trauma-driven behavior and unlock their potential. A Georgetown School of Foreign Service alum with a master’s in International Security and Counterterrorism, Annie blends her background in elite training with a deep understanding of trauma-informed leadership. Featured in DEALFlow CEO magazine and a guest on podcasts like Freedom Chasers, Flip Empire, Be Inspired Mama, and Rick Jordan’s “Trauma Limits Success,” she equips leaders with the tools to confront subconscious blocks, foster authentic confidence, and sustainably scale their impact, helping them “find their light, face their shadows, and step into their most successful life yet.” 

CONNECT WITH ANNIE

• Website: NorthStar Leadership 
• Instagram: @northstarleadership.annie  
• LinkedIn: Annie Yatch 

CONNECT WITH US:

• If you need help with anything in real estate, please email [email protected] 
• Reach Ron: RP Capital
• Leave podcast reviews and topic suggestions: iTunes
• Subscribe and get additional info: Get Real Estate Success
• Facebook Group: Cash Flow Property Facebook Community
• Instagram: @ronphillips_
• YouTube: RpCapital
• Get the latest trends and insights: RP Capital Newsletter

Why are new homes so expensive, and why isn’t anyone building affordable housing anymore? In this episode, Kansas City builder and developer Brian Mertz pulls back the curtain on what’s really driving housing costs. From exploding infrastructure fees to regulatory gridlock and local boards operating without oversight, this episode shows how well-meaning policies are pricing entire communities out of entry-level homes. If you care about real estate, affordability, or your own future, this one’s essential.

WHAT YOU’LL LEARN FROM THIS EPISODE  

• Why infrastructure costs have doubled even as material prices fall
• How municipalities are quietly killing affordable housing through regulation
• The real-world impact of utility districts, fire boards, and water connection fees
• Reasons why builders can't make money on sub-$500K homes anymore
• What voters and investors can actually do to reverse this trend

ABOUT BRIAN MERTZ 

Brian Mertz is a seasoned real estate developer and builder based in Kansas City, Missouri, with over two decades of experience in the industry. Specializing in single-family homes, townhomes, and apartment developments, Mertz is known for his innovative approach to community development. He has successfully completed complex, large-scale projects, including a notable 300-acre, $400 million development that integrates residential, commercial, and community spaces. Mertz is recognized for his expertise in navigating municipal regulations and his commitment to creating affordable housing solutions. With a reputation for being humble yet highly skilled, he has been a key player in shaping Kansas City's real estate landscape since the early 2000s.

CONNECT WITH BRIAN

• LinkedIn: Brian Mertz 

CONNECT WITH US:

• If you need help with anything in real estate, please email [email protected] 
• Reach Ron: RP Capital
• Leave podcast reviews and topic suggestions: iTunes
• Subscribe and get additional info: Get Real Estate Success
• Facebook Group: Cash Flow Property Facebook Community
• Instagram: @ronphillips_
• YouTube: RpCapital
• Get the latest trends and insights: RP Capital Newsletter

Is the real estate industry heading toward a breaking point or a boom? Shane Thompson returns to unpack the silent crisis driving up construction costs, squeezing supply, and reshaping the investment landscape. Learn how labor gaps, policy shifts, and smart positioning could unlock massive upside for savvy investors. Listen now, and don’t miss this game-changing conversation!

WHAT YOU’LL LEARN FROM THIS EPISODE  

• Why construction hasn’t bounced back
• How labor shortages are stalling projects
• A looming retirement wave: construction workforce exiting
• Hidden reasons construction and housing prices
• The shocking truth about properties at today’s labor prices

RESOURCES MENTIONED IN THIS EPISODE

• National Center for Construction Education and Research

• Gain Tax-Free Exponential Growth Through 1031 Exchanges - Shane Thompson 

ABOUT SHANE THOMPSON

Shane began investing in real estate in 2011 after being introduced to Ron Phillips and the RP Capital team. Their success in real estate led Shane to join RP Capital a few years ago, where he now helps others achieve their financial goals through real estate investing. When Shane isn’t discussing investment properties, he enjoys playing sports, including basketball, golf, and snowboarding. He also loves watching his kids' soccer games.

CONNECT WITH SHANE

• Website: RP Capital

• LinkedIn: Shane Thompson

CONNECT WITH US:

• If you need help with anything in real estate, please email [email protected] 
• Reach Ron: RP Capital
• Leave podcast reviews and topic suggestions: iTunes
• Subscribe and get additional info: Get Real Estate Success
• Facebook Group: Cash Flow Property Facebook Community
• Instagram: @ronphillips_
• YouTube: RpCapital
• Get the latest trends and insights: RP Capital Newsletter

A powerful tax strategy is back in motion and it could mean major savings for real estate investors. In this quick but informative episode, Ron Phillips shares why 100% bonus depreciation is potentially a game-changer for real estate investors.Whether you're a full-time real estate professional or a passive investor, this episode will help you  understand how to leverage this strategy to unlock significant financial advantages while also helping you prepare, take action, and stay ahead as this legislation moves forward.

WHAT YOU’LL LEARN FROM THIS EPISODE  

• What bonus depreciation is and how it works for real estate
• Differentiating bonus depreciation from straight-line depreciation and why it matters
• How cost segregation accelerates depreciation and pairs with bonus depreciation
• The impact of bonus depreciation on real estate professionals
• Ways passive investors can use bonus depreciation to offset other passive income

CONNECT WITH US:

• If you need help with anything in real estate, please email [email protected] 
• Reach Ron: RP Capital
• Leave podcast reviews and topic suggestions: iTunes
• Subscribe and get additional info: Get Real Estate Success
• Facebook Group: Cash Flow Property Facebook Community
• Instagram: @ronphillips_
• YouTube: RpCapital
• Get the latest trends and insights: RP Capital Newsletter

Most investors are sitting on hundreds of thousands in equity and not using it. In this short solo episode, Ron Phillips explains how you can leverage a little-known loan product to unlock cash from your investment properties without refinancing your low-rate first mortgage. Whether you’re weighing a 1031 exchange or want a smarter path to portfolio growth, this episode gives you a strategy that could transform your long-term returns without breaking your interest rate advantage.

WHAT YOU’LL LEARN FROM THIS EPISODE  

• The difference between 1031 exchanges and refinancing strategies
• Why most investors overlook their equity’s potential
• How a second-position DSCR loan can free up cash without touching your first mortgage
• A new lending tool that lets you unlock equity without losing your low-rate first loan
• The power of letting your current properties buy your next ones

CONNECT WITH US:

• If you need help with anything in real estate, please email [email protected] 
• Reach Ron: RP Capital
• Leave podcast reviews and topic suggestions: iTunes
• Subscribe and get additional info: Get Real Estate Success
• Facebook Group: Cash Flow Property Facebook Community
• Instagram: @ronphillips_
• YouTube: RpCapital
• Get the latest trends and insights: RP Capital Newsletter

Are we heading toward another 2008-style crash? Ron Phillips says: not even close. In this data-packed episode, Ron debunks the social media doomsday narratives by breaking down what’s actually happening in today’s real estate market. From supply and demand trends to affordability, equity, rental demand, and lending standards, he lays out the facts to help you think clearly, invest confidently, and avoid the fear-fueled hype.

WHAT YOU’LL LEARN FROM THIS EPISODE  

• Why comparing today’s housing market to 2008 is misleading and dangerous
• How 2025’s housing supply still falls millions short of population needs
• The surprising truth about affordability and why demand hasn’t gone anywhere
• What interest rate drops could trigger 
• How homeowner equity and low delinquency rates are preventing a foreclosure wave

RESOURCES MENTIONED IN THIS EPISODE

• Rentvine
• Lineage
• Atlanta Fed Home Affordability Monitor  

CONNECT WITH US:

• If you need help with anything in real estate, please email [email protected] 
• Reach Ron: RP Capital
• Leave podcast reviews and topic suggestions: iTunes
• Subscribe and get additional info: Get Real Estate Success
• Facebook Group: Cash Flow Property Facebook Community
• Instagram: @ronphillips_
• YouTube: RpCapital
• Get the latest trends and insights: RP Capital Newsletter