Mailbox Money Show

Get my new book: https://bronsonequity.com/fireyourself

Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation

This webinar replay from the Mailbox Money Show features Bronson Hill moderating an expert panel on real estate opportunities heading into 2026. The discussion covers current market conditions, distress in multifamily, demographic tailwinds in senior housing, AI’s impact on jobs and investing, and why 2026 could offer one of the strongest setups for cash-flowing real estate despite recent investor pain.

Ken McElroy — Founder of MC Companies and a nationally recognized multifamily syndicator, educator, and author. With decades of experience scaling portfolios and mentoring investors, Ken is known for his focus on operational excellence, market-cycle timing, and creative cash-flow strategies across multifamily and alternative assets.

Kathy Fettke — Real estate investor, educator, and host of the Real Wealth Show podcast. As a key figure at Real Wealth Network, Kathy specializes in helping everyday investors build wealth through rental properties, build-to-rent communities, short-term rentals, private lending, and creative affordability solutions.

Rod Khleif — Multifamily syndication expert, podcast host of Lifetime Cash Flow Through Real Estate Investing, and mentor to students who collectively control over 300,000 units. Rod is passionate about mindset, operational turnarounds, senior housing, and identifying high-probability opportunities in distressed and emerging asset classes.

TIMESTAMPS

0:41 - Episode Overview

1:47 - Panelist Introductions: Kathy Fettke, Ken McElroy, Rod Khleif

3:20 - Kathy Fettke: Strong GDP & Potential Rate Pressure

4:46 - Ken McElroy: Trump Policies Driving Rates Down & Affordability

7:06 - Rod Khleif: AI Job Disruption & Multifamily Distress

8:37 - Rod Khleif: Multifamily Distress & Operational Excellence

10:20 - Audience Poll: Investing in Real Estate Now

11:06 - Kathy Fettke: Opportunities in Distress & Solving Housing Shortage

14:19 - Ken McElroy: Fundamentals of Cash Flow & Conservative Underwriting

19:37 - Rod Khleif: Smaller Multifamily & Senior Housing Opportunities

22:48 - Ken McElroy: Billboards for Bonus Depreciation & Recurring Revenue

24:06 - Rod Khleif: Diversifying into Senior Housing & Business Acquisitions

27:52 - Kathy Fettke: Short-Term Rentals, Build-to-Rent & Lending

29:34 - Rod Khleif: Roll-Ups & Opportunity Zones for Capital Gains

32:23 - AI Skills & Reinvention for Future-Proofing

34:45 - AI Impact on Real Estate & Landlord Resilience

37:05 - Kathy Fettke: AI as Management Tool & Passive Income Hedge

39:02 - Ken McElroy: Doubling Business with AI While Keeping Staff

41:21 - Billboards Sourcing & Zoning

44:34 - Opportunity Zones Location & New Rules

46:59 - Upcoming Panels & Resources

52:03 - Panelist Contact & Resources

Joint the Wealth Forum: bronsonequity.com/wealth

Connect with the Guests:

Ken McElroy:

Website: kenmcelroy.com

Kathy Fettke:

Website: realwealth.com

Podcast: The Real Wealth Show

Podcast 2: Real Estate News for Investors Podcast

Rod Khleif:

Website: rodslinks.com

#RealEstate2026

#MultifamilyInvesting

#PassiveIncome

#OpportunityZones

#SeniorHousing

#AIinBusiness

#MarketOpportunities

Get my new book: https://bronsonequity.com/fireyourself

Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation

Join Bronson Hill on the Mailbox Money Show for a replay of this forward-looking webinar - The 2026 Investor Playbook, where seasoned operators break down smart strategies for thriving amid shifting rates, rents, liquidity challenges, and demographic tailwinds. Bronson hosts three battle-tested experts sharing real-time insights on multifamily cycles, conservative underwriting, land entitlement, business acquisitions, and building resilient, non-correlated portfolios.

The Panelists:

Michael Blank:

Veteran multifamily syndicator and educator, now expanding into platform business acquisitions for higher cash-on-cash returns and diversification.

Brandon Cobb:

Land entitlement and development specialist delivering pre-sold, ready-to-build lots for national homebuilders.

Tom Burns:

Seasoned multifamily operator and mastermind leader focused on education, long-term compounding, and avoiding common pitfalls.

From bridge debt lessons and diligence frameworks to senior housing demand, AI tools for analysis, and positioning for 2026 opportunities, this session equips both active sponsors and passive investors with actionable playbooks for capital preservation and growth in a volatile market.

TIMESTAMPS

0:36 - 2026 Investor Playbook Overview

2:49 - Panelist Introductions

4:33 - Multifamily Market Shift: Bridge Debt & Rent Declines

6:38 - Development Delays & Class A Rent Pressure

9:53 - Land Entitlement Process & Builder Demand

12:05 - Diligence Evolution: Conservative Debt & Rent Focus

17:20 - Sponsor Vetting & Background Checks

20:49 - Pre-Sold Contracts & Debt Structure Lessons

25:02 - Business Acquisitions as Diversification Play

30:55 - Non-Correlated Assets & Senior Housing Demand

32:28 - Liquidity Tailwinds & Crypto Opportunity

35:25 - Education Advice for New Investors

39:34 - AI/ChatGPT for Deal Analysis & Prompts

48:35 - AI & Robot Workforce Impact on Humanity

52:48 - Panelist Resources & Contact Info

Joint the Wealth Forum: bronsonequity.com/wealth

Connect with the Guests:

Michael Blank:

Website: thefreedompodcast.com

Brandon Cobb:

Website: hbgcapital.net

Land Development 101: learnlanddevelopment.com

Tom Burns:

Website: richdoctor.com

Email: [email protected]

#2026Investing

#RealEstateStrategy

#MultifamilyInvesting

#BusinessAcquisitions

#LandDevelopment

#MarketCycles

#PassiveIncome

Get my new book: https://bronsonequity.com/fireyourself

Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation

Join Bronson Hill on the Mailbox Money Show for a replay of the live webinar "Winning the 2025 Tax Game," where high-net-worth investors and real estate pros dive deep into proven, legal strategies to slash taxes, protect wealth, and keep more money working for you in 2025 and beyond.

Panel:

KC Chohan:

Founder specializing in charitable structures (private foundations, donor-advised funds, asset donations) that deliver up to 50% AGI deductions while maintaining control and legacy—perfect for physicians, attorneys, and multi-seven-figure earners.

Rob McBride: Experienced CPA focused on real estate investors and pass-through businesses; covers maximizing deferrals, capital loss harvesting, cost segregation, real estate professional status, recapture risks, and proper entity setup for massive savings.

Caleb Guilliams: Author of The And Asset; explains optimized whole life insurance as a tax-deferred, tax-free-access storage vehicle for capital, plus how to leverage it for real estate, business acquisitions, and generational wealth transfer.

From Augusta Rule rentals and paying your kids to bonus depreciation pitfalls, proactive quarterly planning, and building the right advisory team, this session delivers high-impact ideas to minimize your IRS bill without sacrificing growth or lifestyle. Ideal for active real estate investors, business owners, and anyone serious about mailbox money in a changing tax landscape.

TIMESTAMPS

0:40 - Event Overview: Winning the 2025 Tax Game

2:48 - Panelist Intros: Rob McBride, Caleb Guilliams, KC Chohan

3:55 - KC Chohan: Charitable Strategies & Philanthropy Structures

7:02 - Rob McBride: CPA Perspective, Entity Optimization, Tax Planning

9:58 - Caleb Guilliams: Whole Life Insurance for Tax Efficiency & Capital Storage

12:05 - Low-Hanging Fruit: Entity Structure & QBI Benefits

13:02 - KC: Right Entity Type Can Reduce Taxes 50%

16:28 - Rob: Maximize Retirement Deferrals & Capital Loss Harvesting

19:46 - Caleb: Augusta Rule, Paying Kids, Depreciation via Real Estate

24:18 - Bonus Depreciation & Accelerated Write-Offs (KC & Rob)

27:26 - Recapture Risks & Long-Term Holding Periods (Rob)

30:07 - Life Insurance Benefits: Tax-Deferred Growth & Tax-Free Access (Caleb)

34:23 - Team Building & Proactive Quarterly Planning (KC)

37:10 - Books & Resources Recommendations

39:34 - 2026 Outlook: TCJA Permanence & Bonus Depreciation Focus

43:55 - Panelist Contact & Resources Round

Joint the Wealth Forum: bronsonequity.com/wealth

Connect with the Guests:

KC Chohan

Website: https://www.togethercfo.com/

Rob McBride

Website: mrmcpas.com

Caleb Guilliams

Website: taxandassets.com

Email: [email protected]

#TaxStrategy

#TaxPlanning

#RealEstateTax

#Depreciation

#CharitableGiving

#LifeInsurance

#EntityStructure

Get my new book: https://bronsonequity.com/fireyourself

Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation

Join Bronson Hill on the Mailbox Money Show for a replay of the "Creative Real Estate Financing" webinar, diving deep into today’s challenging market and the innovative strategies operators are using to scale, fund, and thrive despite liquidity crunches, maturing debt, and shifting sentiment.

Panel:

Cody Davis

Youngest operator owning hundreds of units; shares his journey from zero-down seller-financed multifamily to scaling via owner relationships, 1031 exchanges into Class B/A assets, and current townhome development projects.

Patrick Grimes

Former engineer turned alternative investing educator; discusses lessons from the subprime crash, non-correlated recession-resilient plays (private credit, small-balance commercial, healthcare/legal funding), and building a diversified, AI-insulated portfolio.

Dallon Schultz

Capital-raising expert and community builder; highlights trust-building via live property tours, assisted living cash-flow potential ($20–40K/month per home), business acquisitions amid the “silver tsunami,” and leveraging AI tools for scalable content and outreach.

From seller-financed structures and HUD loans to debt funds, data-center equipment, assisted living, and AI-powered education systems, this session delivers actionable ideas for raising capital, protecting downside, and finding opportunity in distress. Perfect for both active operators and passive investors seeking creative paths to mailbox money in uncertain times.

TIMESTAMPS

0:39 - Welcome!

1:44 - Introduction & Event Overview

2:38 - Panelist Intros: Cody Davis, Patrick Grimes, Dallon Schultz

4:48 - Current Real Estate Market: Liquidity Crunch & Pain Points

5:12 - Cody Davis: Note Discounts, Tech Layoffs, Hotel Cash Flow Issues

6:42 - Patrick Grimes: Bridge Debt Explosion, $1.2T Maturing Debt in 2026, Negative Equity

8:50 - Dallon Schultz: Capital Calls, HUD Refi Strategy, Trust-Building via Live Tours

11:40 - Cody Davis Origin Story: Seller-Financed First Deal, Scaling via Owner Outreach

15:03 - 38-Unit Negative Cap Rate Deal & Refi Success

17:01 - Patrick Grimes 1.0 to 2.0: Subprime Crash Lessons, Non-Correlated Alternatives

19:13 - Dallon Schultz: ADU Flips, Live Property Tours (50% Conversion)

22:48 - Patrick Grimes: Recession-Resilient & AI-Insulated Plays (Healthcare, Legal, Small-Balance CRE)

25:28 - Cody Davis Current Strategy: 1031s into Class B/A, Townhome Development

27:26 - Bronson: Modular/Manufactured Homes for Fire Recovery Areas

29:51 - Dallon Schultz: Assisted Living Cash Flow & Business Acquisitions Opportunity

32:26 - Patrick Grimes: Economic Warning Signs, Private Credit Focus

36:08 - AI Disruption & Industry Impact Discussion

37:51 - Dallon: AI for Content Scaling & Copywriting in Capital Raising

39:52 - Bronson: ChatGPT for Grant Applications & Modular Homes

42:37 - Q&A: Education Resources for New Passive Investors

43:05 - Cody: Deals on Wheels Book Recommendation

44:37 - Patrick: Passive Investing Mastery Series

46:14 - Dallon: Cashflow Quadrant Book

49:53 - Alternative Assets: Debt Funds, Data Centers, Oil & Gas

51:04 - Cody: Asset Participation Agreements via ChatGPT

52:27 - Patrick: Portfolio Pie Chart & Active Learning Advice

55:42 - Connect with the Panelists

Joint the Wealth Forum: bronsonequity.com/wealth

Connect with the Guests:

Cody Davis:

Youtube: https://www.youtube.com/@doingcodythingsyoutube/videos

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

Dallon Schultz:

Linkedin: https://www.linkedin.com/in/dallon-schultz/

Copywriter GPT: Text "Chat" to 623-624-1190

Patrick Grimes:

Website: https://passiveinvestingmastery.com/

Book: https://passiveinvestingmastery.com/book

Email: [email protected]

#CreativeFinancing

#RealEstateInvesting

#CapitalRaising

#SellerFinancing

#AlternativeAssets

#PassiveIncome

#MarketOpportunities

Get my new book: https://bronsonequity.com/fireyourself

Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation

Join Bronson Hill on the Mailbox Money Show for a replay of this empowering "Women & Wealth" webinar, spotlighting trailblazing female leaders reshaping real estate and alternative investing.

Kaaren Hall

Founder and CEO of UDirect IRA Services, a leading self-directed IRA custodian. Expert in alternative assets inside retirement accounts (real estate, precious metals, crypto, syndications). Author of The BiggerPockets Guide to Self-Directed IRA Investing.

Christina Suter

Wealth consultant and registered investment adviser at Christina Suter Wealth Consulting. Focuses on coaching investors, psychology of money, and building long-term wealth through real estate and diversified assets. Known for practical, mindset-driven guidance.

Ashley Wilson

Founder of Bar Down Investments, multifamily operator with thousands of units managed. Author of The Only Woman in the Room. Specializes in value-add multifamily acquisitions, operations, and scaling in challenging market cycles.

Veena Jetti

Founder & CEO of Vive Funds, a multifamily investment firm. Has raised over $400 million and controls more than $1 billion in multifamily assets. Expert in large-scale acquisitions, distressed opportunities, and institutional-grade syndication strategies.

From rate-cap realities and development tailwinds to the psychology of fear vs. opportunity, this session delivers actionable strategies for navigating 2025–2026 volatility while celebrating female excellence in a male-dominated space.

TIMESTAMPS

0:36 - Welcome

2:00 - Panelist Introductions: Christina Suter, Kaaren Hall, Ashley Wilson, Veena Jetti

3:00 - Market Overview & Current Sentiment

3:35 - Kaaren Hall: Crypto & Metals Surge in Self-Directed IRAs

4:48 - Ashley Wilson: Multifamily Holding Pattern & Foreclosure Pressures

6:23 - Veena Jetti: Best Time to Buy Amid Retail Fear

8:00 - Christina Suter: Disconnect in Pricing, 2026 Loan Maturities Opportunity

10:55 - Q&A: Rate Caps Realities & Misunderstandings

13:07 - Ashley: Rate Caps Not a Full Shield

13:35 - Veena: Rate Cap Accrual & Cash Flow Challenges

16:16 - Bronson: Modular Development Niche in Fire Areas

20:48 - Christina: Development with HUD Financing Opportunity

21:29 - Veena: Retail Investor Mindset Shift & Institutional Focus

27:07 - Fixed-Rate Debt & Long-Term Holds

28:00 - Veena: Retail vs. Institutional Investor Resilience

30:44 - Ashley: Industry Education Gaps & Long-Term Game

34:19 - Accredited Investor Changes Discussion

35:17 - Kaaren: Syndications Still #1, Crypto Rising

36:11 - Wealth Forum Plug & Upcoming Event

38:13 - Women in Real Estate: Overcoming Doubt & Representation

39:21 - Kaaren: Value Over Gender Perception

39:47 - Ashley: Superpower of Women Investors, Role Modeling

43:07 - Christina: Psychological Approach & Team Alignment

47:23 - Ashley: Comfort in Male-Dominated Spaces, Collaboration

51:30 - Closing & Contact Info

Joint the Wealth Forum: bronsonequity.com/wealth

Connect with the Guests:

Christina Suter:

Email: [email protected]

Text/Call: 310-463-5942

Website: https://christinasuter.com/

Veena Jetti:

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

28-Day Guide: https://www.sixfiguredealchallenge.com/join-veena

Linkedin: https://www.linkedin.com/in/veena-jetti/

Ashley Wilson:

Website: https://www.badashinvestor.com/

Linktree: https://linktr.ee/BadAshInvestor

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

Conference Connect: https://conferenceconnect.com/search?type=speaker

Kaaren Hall:

Website: https://udirectira.com/

https://www.ocreia.com/

Linkedin: https://www.linkedin.com/in/kaarenhall/

Facebook: https://www.facebook.com/kaaren.hall/

#WomenInRealEstate

#WealthBuilding

#MultifamilyInvesting

#SelfDirectedIRA

#MarketCycleOpportunities

#PassiveIncome

#AlternativeAssets

Get my new book: https://bronsonequity.com/fireyourself

Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation

Join Bronson Hill on the Mailbox Money Show for a replay of this powerful Due Diligence Masterclass webinar, where a battle-tested panel shares hard-earned lessons on spotting red flags, avoiding costly mistakes, and protecting capital in today's high-stakes investing landscape.

The Panel:

Jason Hartman

Founder of Empowered Investor and Hartman Media, host of the long-running Creating Wealth Show podcast (one of the earliest real estate investing podcasts). He’s a veteran real estate investor, educator, and author focused on income-producing properties, nationwide investing strategies, and helping people build wealth through controlled, direct real-estate ownership.

Denis Shapiro

Founder of SIH Capital Group, specializing in multifamily and alternative real estate investments. He is the author of a comprehensive guide on alternative investing (often referred to as the "Almanac of Alternative Investing"). Denis has deep experience raising capital, structuring deals, and navigating both successful syndications and painful lessons from fraudulent schemes.

Tom Burns

Physician-turned-real-estate investor and founder of the Rich Life Mastermind. With decades of experience in multifamily real estate, Tom is known for his practical, conservative approach to investing. He emphasizes transparency, market-rate returns, and thorough vetting; he previously presented "How to Spot the Wolf Before the Wolf Spots You" at Bronson’s Wealth Forum events.

Whether you're a passive investor tired of black-box deals or an operator building trust, this session delivers actionable green/red flags, real-world fraud stories, and mindset shifts to turn obstacles into resilience. Don't invest blind—equip yourself with the tools to see the wolf before it sees you.

TIMESTAMPS

1:49 - Episode Overview

2:57 - Panelist Introductions: Tom Burns, Denis Shapiro, Jason Hartman

5:00 - Tide Goes Out: Exposing Weak Deals

6:18 - Two Types of Risk: Fraud vs. Exposed Fundamentals

8:18 - Poll: Top Fear in Passive Investing

8:30 - Tom Burns: Short Memories, Boring Wins, Control Matters

10:45 - Jason Hartman: Tolerance for Failure, Commandment #3 - Maintain Control

14:27 - Three Risks of Relinquishing Control: Crook, Idiot, High Fees

16:05 - Vet Fees Like Mutual Funds

19:02 - Tom Burns: Stories of Brilliant Frauds, Be the Irritating Investor

21:30 - Poll Results: Fear of Losing Principal

21:52 - Bronson: ATM Fund Lessons - Predictable Income, Black Box Red Flags

23:04 - Denis Shapiro: Three Ponzi Experiences, Green Flags Overview

25:41 - Too-Good-to-Be-True Terms and Over-Glorification of Taxes

26:49 - Culture & Direct Access to Operator

29:42 - American Greed Traits: Generosity, Charisma, Aspirational Show

31:58 - Jason: Marco Santarelli Case Study

35:13 - Affinity Group Targeting & Group Vetting Power

37:58 - $100K Allocation Lightning Round

38:28 - Tom: In-Place Multifamily, Below Replacement Cost

39:21 - Denis: Affordable Housing & Hospitality Opportunities

40:36 - Jason: Housing (Single-Family Rentals) as Proven Asset

41:40 - Green Flags: Transparency, Market-Rate Returns, Simple Structures

46:21 - Q&A: Due Diligence Services & Tools

50:30 - Closing

Joint the Wealth Forum: bronsonequity.com/wealth

Connect with the Guests:

Jason Hartman:

Pocast: "The Creating Wealth Show with Jason Hartman"

Website: https://www.jasonhartman.com/

Denis Shapiro:

Email: [email protected]

Website: https://sihcapitalgroup.com/

Tom Burns:

Email: [email protected]

Website: richdoctor.com

#DueDiligence

#InvestorProtection

#RealEstateInvesting

#SyndicationRisks

#AlternativeAssets

#PassiveInvesting

#OperatorVetting

Get my new book: https://bronsonequity.com/fireyourself

Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation

Join Bronson Hill on the Mailbox Money Show for a replay of this high-octane webinar, "Don’t Miss the Precious Metals Boom," packed with insider strategies to capitalize on surging gold and silver prices amid global uncertainty. As host of monthly investor forums and author of Fire Yourself, Bronson moderates a powerhouse panel dissecting the rally's drivers—from central bank hoarding and Fed rate cuts to dollar weaponization and industrial demand—while weighing physical metals against crypto's volatility.

Featuring:

Brien Lundin, veteran editor of The Gold Newsletter (55+ years strong) and producer of the world's oldest investment conference, the New Orleans Investment Conference.

Russell Gray, founder of Raising Capitalists Foundation and advocate for sound money, sharing arbitrage tactics like metals-backed equity lines.

David Morgan, publisher of The Morgan Report, delivering contrarian takes on market tops, silver acceleration, and deflation risks.

Dana Samuelson, precious metals expert at American Gold Exchange, breaking down dealer insights on ratios, IRAs, and 10-20% upside potential.

Whether stacking bullion or blending with equities, don't sleep on this boom—tune in for actionable intel to hedge inflation and seize the next leg up.

TIMESTAMPS

2:28 - Episode Overview

3:04 - Panelist Introductions: Dana, Brien, David, Russell

3:58 - Gold Rally: Real or Topping Out?

4:17 - Russell: Gold as Liquid Wealth Store vs. Trading

6:02 - Brien: Gold as Insurance, Debt Endgame Bull

7:34 - Fed Cuts: Bullish for Gold in September

8:38 - Poll: Reasons for Gold Breakout

9:03 - Dana: Central Banks, Tariffs Driving $400 Rise

11:25 - David: Gold 3200-3500 Range, Silver 90/10 Acceleration

15:13 - Crypto vs. Physical Metals Debate

16:15 - David: Crypto as Gold/Silver Diversion, Miners Losing

17:49 - Russell: Circle of Safety - Gold, Bitcoin, Treasuries

23:07 - Brien: Bitcoin Speculation, Potential Phoenix Rise

25:44 - Dana: Bitcoin Volatile, CBDC Control Threat

27:23 - Gold-Silver Ratio at 88:1 Discussion

28:13 - Dana: Favor Silver, Ratio Arbitrage

29:19 - Brien: Hold Both, Silver to $40 Soon

30:15 - David: Swap to Silver/Platinum at Extremes

33:02 - Bronson: Metals Benefits - Hedge, Value, Liquidity

33:40 - Russell: Metals as Equity/Savings, Arbitrage Debt

37:58 - $100K Allocation Rapid Fire

38:28 - Brien: 60-70% Silver, Add Copper

39:21 - David: Physical First, Then Mining Equities

40:36 - Russell: All Gold, Borrow to Buy Silver

42:22 - Dana: 30% Gold, 50% Silver, 20% Plat/Pall

43:37 - Q&A: Industrial Demand on Silver Prices

46:01 - Q&A: Metals in Self-Directed IRA

46:48 - Q&A: BRICS Restructuring LBMA/COMEX

50:30 - Rapid Fire: US Return to Metal Standard Odds

52:40 - Panelist Offers and Closing

Joint the Wealth Forum: bronsonequity.com/wealth

Connect with the Guests:

Brien Lundin:

Gold Newsletter: goldnewsletter.com

Website: https://neworleansconference.com/

Linkedin: https://www.linkedin.com/in/brien-lundin-b37a4819/

X: : https://twitter.com/GoldNewsletter

Russell Gray:

Investor Mentoring Club: [email protected]

Linkedin: https://www.linkedin.com/in/russellwgray/

Email: [email protected]

Dana Samuelson:

Website: www.amergold.com

Precious Metals Starting Guide (Email): [email protected]

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

Linkedin: https://www.linkedin.com/in/dana-samuelson-64793056/

David Morgan:

Website: https://www.themorganreport.com/

Linkedin: https://www.linkedin.com/in/thedavidmorgan/

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

#PreciousMetalsBoom

#GoldRally

#SilverAcceleration

#DeDollarization

#CryptoVsGold

#InvestorStrategies

#SoundMoney

Get my new book: https://bronsonequity.com/fireyourself

Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation

Welcome to our latest episode!

In this episode of The Mailbox Money Show, Bronson leads a panel from the 2025 Alternative Assets Summit on how investors can properly evaluate risk and build resilient, diversified portfolios.

Joined by Ryan Gibson, Kaaren Hall, and Patrick Grimes, the discussion covers risk-adjusted returns, operator quality, due diligence, and portfolio allocation across alternative investments. The panel shares real-world lessons on avoiding fraud, managing uncertainty, and balancing cash flow versus appreciation across different life stages.

The episode wraps with practical frameworks for assessing sponsors, using AI tools for smarter analysis, and building portfolios designed to perform across market cycles—not just in good times.

0:36 – Episode Intro: 2025 Alternative Asset Summit

1:40 – Panelist backgrounds and perspectives

3:42 – “Big Beautiful Bill” and key tax changes

6:21 – Return of 100% bonus depreciation

10:12 – Retirement accounts, HSAs, and self-directed investing

14:12 – Moving capital from Wall Street to Main Street

17:49 – Non-correlated alternative investing strategies

19:11 – Opportunistic investing in real estate and litigation finance

20:10 – Cash flow vs appreciation

27:21 – Portfolio allocation and liquidity management

32:46 – Evaluating risk in alternative investments

35:37 – Operator experience and risk-adjusted returns

37:12 – Due diligence and sponsor vetting

38:26 – Uncovering fraud with Google and FINRA BrokerCheck

39:36 – Black swan events and capital call risk

40:34 – Portfolio-level risk and public market overexposure

41:21 – Non-correlation as the foundation of financial security

42:44 – Aligning investments with life stage and time horizon

43:40 – Using ChatGPT for deal review and risk analysis

44:05 – Identifying the primary downside risk

45:27 – Hospitality and hotel investing risk

49:27 – Capital “buckets” and compounding cash flow

53:27 – Community resources and investor networking

54:11 – How to connect with the panelists

Joint the Wealth Forum: bronsonequity.com/wealth

Connect with the Guests:

Kaaren Hall:

Website: https://udirectira.com/

https://www.ocreia.com/

Linkedin: https://www.linkedin.com/in/kaarenhall/

Facebook: https://www.facebook.com/kaaren.hall/

Ryan Gibson:

Podcast: "Passive Income Pilots"

Email: [email protected]

Website: https://spartan-investors.com/

Linkedin: https://www.linkedin.com/in/ryan-gibson-21784b5/

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

Youtube: https://www.youtube.com/spartanhomebuyers

Patrick Grimes:

Book: https://passiveinvestingmastery.com/book

Website: https://passiveinvestingmastery.com/

Linkedin: https://www.linkedin.com/in/patricksgrimes/

Email: [email protected]

#AlternativeInvestments

#RiskAdjustedReturns

#PortfolioDiversification

#PassiveIncome

#CommercialRealEstate

#TaxAdvantagedInvesting

#FinancialSecurity

Get my new book: https://bronsonequity.com/fireyourself

Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation

In this episode of the Mailbox Money Show, Bronson uncovers the high-reward world of land development with Brandon Cobb. They break down the two-phase process: land entitlement (securing approvals for forced appreciation) and horizontal development (infrastructure like roads and utilities for ready-to-build lots). Brandon reveals how to mitigate risks via pre-sold contracts with national builders (e.g., Lennar, D.R. Horton), structure deals with 18% preferred returns and 65% LTC debt, and capitalize on current market freezes. From Tennessee's cyclical opportunities to biohacking for peak performance (cold plunges, green smoothies, sleep optimization), discover why development offers multiple exits and legacy-building potential—perfect for diversifying beyond multifamily amid rising rates.

Brandon Cobb is the CEO of HBG Capital, a real estate development and investment firm specializing in single-family residential projects. With a background in homebuilding, he now focuses on land entitlement and horizontal development, creating shovel-ready lots for major builders.

00:42 - Guest Intro: Brandon Cobb

01:41 - Real Estate Cycles: Sector Shifts for Optimal Returns

02:29 - Phase 1: Land Entitlement for Forced Appreciation

03:11 - Phase 2: Horizontal Development (Roads & Utilities)

03:36 - Niche: Single-Family Lots for Builders Like Lennar

04:54 - Current Focus: Pre-Sold Entitlements in Slow Markets

05:38 - Structure: 18% Pref Return, 100% Equity Plays

07:16 - Risk Mitigation: Builder Deposits & Double Closes

09:04 - Financing: 65% LTC Debt, Builder Funds as Equity

10:45 - Land Banking: Hold for Surrounding Development Gains

14:26 - Timelines: 15 Months Entitlement, 1-Year Development

15:36 - Market Evolution: Post-2022 Freeze to Builder Opportunities

19:57 - Advantages: 3 Exits, Low Saturation in Development

21:10 - Biohacking: Wealth for Full Life Enjoyment

21:33 - Green Smoothies: Organic Daily Digestion Boost

22:48 - Cold Plunge: Fog Buster & Recovery Enhancer

24:37 - Sleep Optimization: Whoop Tracking for Foundation

27:12 - Blood Tests + ChatGPT: Personalized Performance Tweaks

29:36 - Resources

CONNECT WITH THE GUEST

Land Development 101: learnlanddevelopment.com

Join the Waitlist: hbgcapital.net/waitlist

Website and E-book: hbgcapital.net

#LandDevelopment

#RealEstateEntitlement

#HorizontalConstruction

#Biohacking

#ForcedAppreciation

#InvestorRiskMitigation

#SleepOptimization

Get my new book: https://bronsonequity.com/fireyourself

Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation

In this empowering episode of the Mailbox Money Show, host Bronson Hill dives deep with Bethany Laflam on scaling wealth without burnout. They explore the "Power of Other People's Everything" (OPE)—beyond just money, leveraging expertise, time, and networks for exponential growth. Bethany shares legal pitfalls in syndication, why operators must prioritize business over fundraising, and strategies for vetting partners amid market volatility. From handling investment losses with grace to diversification across assets like boutique hotels, they unpack mindset shifts for joy in entrepreneurship. Drawing from her book The Power of OPE, Bethany reveals how aligning with your "lane" (superpowers + passion + goal alignment) unlocks fulfillment. Perfect for real estate investors, fund managers, and high-income earners seeking passive income without the grind—discover how to build conscious capital and create a legacy of freedom.

Bethany Laflam is a 25-year securities attorney and founder of Catalyst Legal Partners, specializing in compliant syndication for real estate and alternative investments. A passionate entrepreneur, she's also the creator of the Conscious Capital Collective, a mastermind empowering high-achievers to scale through OPE (Other People's Everything). With a portfolio including boutique hotels, Bethany blends legal expertise with actionable mindset tools to help clients raise capital, avoid pitfalls, and thrive—without sacrificing joy or family.

0:41 - Bethany Laflam: Securities Attorney & Conscious Capital Collective

2:09 - 25-Year Legal Journey: Tech to Real Estate Syndication

2:54 - Catalyst Legal Partners: Business Protection Beyond Raises

3:50 - Operator Best Practices: Business First, Not Fundraising

5:25 - Handling Losses: Vet on Setback Management

5:45 - Passive Diligence: Diversify & Trust Gut on Red Flags

10:25 - OPE Defined: Other People's Everything vs. Just Money

11:50 - Your Lane: Superpower + Passion + Goals

14:29 - Mastermind Deals: Real-Time OPE Collaboration

16:00 - Who Not How: Leverage Expertise (Dan Sullivan)

17:16 - Top Habit: Invest in Coaches & Enjoy the Ride

19:03 - Gratitude: Reframe Miracles Amid Overachievement

20:41 - Boutique Hotels: Acquiring via Network Vision

24:28 - Words Create: Sharing Goals Unlocks Opportunities

25:23 - Collective Fit: Wealth Builders Seeking Joyful Scaling

26:56 - Scaling: Let Go with SOPs & Inspect Expectations

CONNECT WITH THE GUEST

Instagram: @bethany_laflam

#SyndicationLaw

#OtherPeoplesEverything

#RealEstateOperators

#PassiveInvesting

#WealthMindset

#BoutiqueHotels

#EntrepreneurialFulfillment