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Discover how successful people create their own luck through deliberate planning, making strategic choices, and continuously adjusting their approach based on feedback. Learn why strategy is 80% of success and how even setbacks can become opportunities for growth when you take the time to plan, innovate, and execute effectively. Own your power with this Success Tip. For more about Rod and his real estate investing journey go to www.rodkhleif.com
In this episode of LeverUp, we sit down with Michael Picardi, a mid-career investor relations professional with a fascinating background. From starting his career in fintech with Masterworks and transitioning to private wealth at Alliance Bernstein, Michael shares valuable insights into the world of finance and investor relations.
Join us as Michael discusses his experiences working in a fast-paced fintech startup, the challenges of cold calling, and the importance of building strong client relationships. He also offers advice for those interested in breaking into the finance industry, particularly in investor relations, and shares tips on networking, career growth, and managing time in a high-pressure environment.
Whether you’re a finance professional, an aspiring investor relations expert, or just interested in hearing about career journeys in the financial world, this episode is packed with actionable insights and advice.
Key Topics:
Connect with Michael:
https://www.linkedin.com/in/michaelfpicardi
Dive deep into the art of going direct to sellers to find off-market multifamily deals, focusing on the often overlooked aspect of ownership distress. Discover how to identify various types of distress, including inherited properties, partnership challenges, and retirement motivations, and learn how to leverage these insights to make compelling offers. Break free from preconceived notions and explore the multiple reasons why a seller might be motivated to sell below market value. Whether you're new to multifamily investing or looking to refine your strategy, this episode will equip you with the tools to spot distress and successfully navigate direct-to-seller negotiations.
Here's some of the topics we covered:
Intro To Finding Owner Distress Deals
Ridding Yourself of Preconceived Notions
Finding Information Before Speaking To An Owner
Tenant and Resident Rent Collection Challenges
The Number One Source of Deals In Direct To Seller
How The Distress Problems Compound
Thinking Of The Seller's Ownership and Life Situations
Speaking With The Current PRoperty Manager
To find out more about partnering or investing in a multifamily deal: Text Partner to 72345 or email [email protected]
For more about Rod and his real estate investing journey go to www.rodkhleif.com
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Armel Bayot, originally from the Philippines, has a remarkable story of resilience and determination. Overcoming early challenges while caring for his siblings and grandmother, he launched a small business selling native products and coffee beans, igniting his entrepreneurial spirit. Though he initially pursued engineering, Armel shifted to a nursing career before eventually immigrating to the U.S., where his unwavering mindset led him into the world of real estate. Starting with single-family homes, he quickly scaled to multifamily properties, driven by inspiration from industry giants like Kevin O'Leary and Terrence Doyle. Today, Armel is committed to making a significant impact in the multifamily real estate sector.
Here's some of the topics we covered:
Armel's Game-Changing First Deal
The Jaw-Dropping Shift from Single-Family to Multifamily
How to Score Your First Deal with Zero Experience
Unlocking the Secrets to Raising Big Money for Multifamily
Crushing the Fear of Taking That First Step
Why Investors are Begging to Fund Multifamily Deals
If you'd like to apply to the warrior program and do deals with other rockstars in this business: Text crush to 72345 and we'll be speaking soon.
For more about Rod and his real estate investing journey go to www.rodkhleif.com
While comfort zones may feel safe, they hinder growth and lead to a life of mediocrity and regret. True success and personal growth come from pushing past comfort, facing challenges head-on, and daring to be uncomfortable. Discover how stepping into the "uncomfort zone" can propel you toward a life of fulfillment, happiness, and massive success. Own your power with this Success Tip. For more about Rod and his real estate investing journey go to www.rodkhleif.com
Dave Wolcott is the founder of Pantheon Investments, a firm dedicated to helping entrepreneurs achieve financial freedom and legacy wealth through alternative investments. With over 20 years of experience in wealth-building, Dave has learned from and partnered with top experts in private markets, tax strategy, and multi-generational wealth. His proprietary Pantheon Holistic Wealth Strategy is designed to share insider knowledge and strategies once reserved for the ultra-wealthy. Under Dave's leadership, Pantheon Investments has become a trusted resource for those looking to transcend traditional stock market approaches and build lasting wealth with purpose and fulfillment.
Here's some of the topics we covered:
Integral Lessons Learned In The Marine Corps
Borrowing Against Life Insurance To Make a Purchase
The Wholistic Wealth Strategy
Belief, Health, and Habits For Success
Tax Strategy and Estate Planning
The Importance of Asset Protection
Asset Repositioning For More Diverse Investments
Focusing More On Being a Specialist Rather Than A Generalist
To find out more about partnering or investing in a multifamily deal: Text Partner to 72345 or email [email protected]
For more about Rod and his real estate investing journey go to www.rodkhleif.com
The Warrior Group offers hands-on mentorship and a supportive community for those driven to build a successful multifamily real estate business. Whether you're aiming for financial independence or looking to deepen your expertise in the multifamily sector, The Warrior Group provides the inspiration, strategies, and guidance needed to achieve your goals and create lasting wealth for you and your family.
Here's some of the topics we covered:
Why Rod Launched The Warrior Program
Why Warrior Deals Stay In The Family
How To Build A Winning Team With Zero Experience
How Rod Personally Connects With His Warriors
How Warriors Rise Together & Win Together
The Real Measure Of Success In The Warrior Program
The Type Of People Accepted Into The Warrior Program
If you'd like to apply to the warrior program and do deals with other rockstars in this business: Text crush to 72345 and we'll be speaking soon.
For more about Rod and his real estate investing journey go to www.rodkhleif.com
Effective communication is the foundation of any successful relationship, whether personal or professional. Discover how the world's best communicators build instant rapport, align their words with body language, and engage both minds and hearts. Learn why listening actively, speaking with clarity, and understanding nonverbal cues are essential skills. Own your power with this Success Tip. For more about Rod and his real estate investing journey go to www.rodkhleif.com
Jacopo, a visionary entrepreneur and real estate expert from Napoli, Italy, began his journey at 18 by co-founding a multimillion-dollar jewelry chain with his father. Earning a PhD in International Business Management, he ventured into real estate at 21, navigating the 2011 market crisis with bold decisions. Seeking new opportunities, he moved to Florida, where he overcame language barriers and established himself in the real estate industry, completing over 350 successful flips. As the founder of Luxury Wealth Group, Jacopo has been recognized in Yahoo Finance and Haute Residence. His M.P.B.E. method now inspires others to achieve success in real estate and business.
Here's some of the topics we covered:
Jacopo's Jewelry Hustle to Real Estate Empire
How a €30K Auction Flip in Italy Sparked a Real Estate Revolution
Leaving Italy for the American Dream
The Morning Routine That Fuels Million-Dollar Deals
Unlocking Peak Meditation with Brain Tap
Why Crushing Your Workout is Non-Negotiable for Success
Scaling Up To Multifamily for Big Profits
The Shocking Truth About U.S. Debt Interest That Everyone Should Know
Game-Changing Advice Every First-Time Investor Needs to Hear
To find out more about partnering or investing in a multifamily deal: Text Partner to 72345 or email [email protected]
Michael Davidov is the Managing Attorney of Davidov Law Group, specializing in estate planning. As a Certified Financial Planner and wealth manager, he oversees over $100 million for high-net-worth investors through his SEC Registered Investment Advisory Firm, Davidov Financial Coaching. Additionally, Michael owns and manages a $30-million real estate portfolio, including multifamily properties and redevelopment projects. He is based in New York.
Here's some of the topics we covered:
From Immigrant to Real Estate Mogul
The Hustle Behind Michael's First Real Estate Win
Why Michael's First Deal Was a Total Game-Changer
Secret Hacks to Skyrocket Rent Profits
The Truth About the U.S. Market and Its Impact on Multifamily Investments
What the Wealthy Do Differently
The Ultimate Must-Know for Every Aspiring Investor
If you'd like to apply to the warrior program and do deals with other rockstars in this business: Text crush to 72345 and we'll be speaking soon.
For more about Rod and his real estate investing journey go to www.rodkhleif.com
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