In this episode of the Global Investors Podcast, Charles Carillo interviews Joseph McCabe, a U.S. Army veteran, serial entrepreneur, and the founder of The Surefire Group.

Joseph shares how he built a vertically integrated real estate business by helping brokerages and builders set up compliant joint ventures for mortgage, title, and insurance services. His strategy—modeled after top national brokerages like Keller Williams—allows local real estate businesses to retain more income per transaction, increase agent loyalty, and survive tighter profit margins in a post-NAR settlement world.

Listeners will learn:

How real estate brokerages can generate 3–5x income through ancillary service JVs

Why RESPA safe harbor compliance is critical for scaling partnerships

How to create “golden handcuffs” that retain top-producing agents

The difference between a gimmicky JV and a fully licensed, auditable entity

What metrics Joseph looks for in potential brokerage or builder partners

The logic behind owning vs. leasing commercial property for your business

How Joseph structures seller-financed and owner-occupied real estate deals

Why he believes wealth in real estate comes from holding for 10+ years, not flipping

The leadership mindset that helped him scale 60+ entities without burnout

Joseph also shares his personal journey from nearly becoming a cop to running multiple businesses across real estate, healthcare, and finance—all while staying focused through routines, hiring strategically, and delegating energy-draining tasks.

If you're a real estate investor, broker-owner, or entrepreneur looking to grow a scalable, resilient business, this episode is packed with insights you won't hear anywhere else.

Learn more about Joseph McCabe:

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