Real Estate Investing with RealDealCrew

After losing everything in the 2008 crash, Allen Lomax rebuilt his life by rethinking wealth, taxes, and trust—and created The Great Tax Escape.

In this episode of RealDealChat, Allen Lomax shares a deeply personal story of loss, reinvention, and clarity after the 2008 financial crash wiped out everything he had built.

We explore why high-income professionals often feel trapped despite success, how taxes quietly erode wealth, and why working harder inside a broken system rarely leads to freedom. Allen breaks down his six-phase framework for becoming a capital allocator—covering trusted networks, due diligence, infrastructure, tax strategy, and disciplined oversight.

This is a powerful conversation about trust over control, systems over hustle, and why wealth is ultimately about freedom, choice, and purpose—not just numbers.

🌐 Learn More:

👉 https://thegreattaxescape.org

🎙️ Allen’s Podcast: Dreams to Impact

Call to Action:

If this episode made you rethink wealth and taxes, share it with one investor or professional who needs to hear it—and learn more at https://realdealcrew.com

Timestamps:

1. 00:00 – When success still doesn’t feel like freedom
2. 01:40 – Losing everything in the 2008 crash
3. 04:30 – Fear, shame, and starting over
4. 05:45 – The lesson from a horse named Doc
5. 07:30 – Why wealth responds to trust, not control
6. 10:30 – Becoming a capital allocator
7. 12:00 – The six-phase system explained
8. 16:30 – Taxes as the invisible wealth killer
9. 18:45 – It’s never too late to rebuild
10. 22:00 – Building trust through track records
11. 26:00 – Technology, CRMs, and AI in investing
12. 29:30 – Wealth, meaning, and purpose
13. 31:30 – Rapid fire: leverage, mindset, books
14. 33:30 – Slowing down as the ultimate time saver

tax strategy for investors, Allen Lomax, capital allocator, high income professionals, real estate tax planning, alternative investing, passive investing mindset, escaping the IRS, wealth systems, real estate syndication education, financial freedom podcast, RealDealChat podcast, investor mindset, tax efficient investing

RealDealCrew.com

We empower real estate investors by optimizing your business processes through customized automation and system integration. From lead management to deal closure, we help you build a scalable and efficient operation. Learn more at RealDealCrew.com

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Mentioned in this episode:

book a Fit Call at RealDealCrew.com

After a near-fatal accident put him in a coma, Nick Prefontaine rebuilt his life by learning to trust his inner voice—and that mindset shaped everything that followed.

In this powerful episode of RealDealChat, Nick Prefontaine shares the life-altering story that began with a snowboarding accident, a coma, and doctors saying he might never walk, talk, or eat again.

Nick breaks down the STEP System—Support, Trust, Energy, and Persistence—and how it guided his recovery, his entry into real estate, and eventually his purpose-driven work as a speaker and mentor. We explore trusting your inner voice, breaking free from fear-based advice, meditation as a performance tool, and how momentum—not motivation—creates lasting change.

This episode goes far beyond real estate tactics. It’s about building conviction, clarity, and confidence when the path forward isn’t obvious.

🎓 Free Creative Real Estate Masterclass:

👉 smartrealestatecoach.com/mastersclass

📘 Free STEP System Download:

👉 nickprefontaine.com/STEP

Call to Action:

If this episode resonated, share it with one investor or entrepreneur who needs it—and learn more at https://realdealcrew.com

RealDealCrew.com

We empower real estate investors by optimizing your business processes through customized automation and system integration. From lead management to deal closure, we help you build a scalable and efficient operation. Learn more at RealDealCrew.com

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1. If you are new to Wealthfront, and open a Cash Account, you'll get a 0.50% APY boost for 3 months.
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3. Get $10 and Reduce Your Business Costs by Shopping at AppSumo • https://bit.ly/reiappsumo
4. Get $10 Towards Your First Purchase at Drop • https://drop.com/?referer=3DC729

Mentioned in this episode:

book a Fit Call at RealDealCrew.com

Mortgage note investing is often pitched as “passive income,” but that’s not the full story.

In this episode of RealDealChat, Jack Hoss sits down with Jamie Bateman of Labrador Lending to explain how mortgage note investing actually works, why it’s different from owning rental properties, and what investors should realistically expect before getting started.

Jamie shares his journey from W-2 employee to rental owner to full-time note investor, including:

1. The difference between performing and non-performing notes
2. Why banks sell mortgage debt at a discount
3. How investors “become the bank”
4. The risks most gurus gloss over
5. Why focus and patience matter more than speed

This episode is ideal for real estate investors exploring alternatives to rentals, or anyone curious about note investing without the hype.

RealDealCrew.com

We empower real estate investors by optimizing your business processes through customized automation and system integration. From lead management to deal closure, we help you build a scalable and efficient operation. Learn more at RealDealCrew.com

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1. If you are new to Wealthfront, and open a Cash Account, you'll get a 0.50% APY boost for 3 months.
2. Open an Automated Index Investing Account or Automated Bond Portfolio, you'll earn $5,000 managed for free.
3. Get $10 and Reduce Your Business Costs by Shopping at AppSumo • https://bit.ly/reiappsumo
4. Get $10 Towards Your First Purchase at Drop • https://drop.com/?referer=3DC729

Mentioned in this episode:

book a Fit Call at RealDealCrew.com

Thomas Collins explains house hacking, multifamily investing, and how to make your assets pay for your lifestyle—starting with your first property.

In this episode of RealDealChat, Jack Hoss sits down with Thomas Collins, founder of Shift Rich Academy, to break down one of the most powerful entry points into real estate investing: house hacking.

Thomas shares how a single conversation at his day job sparked a mindset shift that led him from renting at $1,400/month to owning a duplex where his tenants paid nearly the entire mortgage. He explains why multifamily properties (especially duplexes, triplexes, and fourplexes) are the smartest first move for new investors—and how FHA loans make it possible with just 3.5% down.

The conversation goes deep into:

1. House hacking vs flips (and why HGTV gets it wrong)
2. Establishing your buy box when you plan to live in the property
3. Using short-term rentals to dramatically increase cash flow
4. Costly mistakes with tenants, licenses, and partnerships
5. Why systems, virtual assistants, and AI prevent real estate from becoming another job
6. How confidence explodes after the first deal
7. Why waiting for “perfect” kills momentum

This episode is packed with real-world lessons, beginner clarity, and systems thinking for anyone sitting on the sidelines.

👉 Join Thomas’ free community: Skool.com → Shift Rich Academy

👉 Build systems & scale smarter: https://realdealcrew.com

⏱️ Timestamps:

00:00 – Make your assets pay for your lifestyle

01:00 – The conversation that changed everything

03:00 – First duplex: living for $130/month

04:45 – Why house hacking beats flips for beginners

06:05 – FHA loans & buying up to four units

07:10 – Establishing your buy box when you’ll live there

08:40 – Long-term vs short-term rental hybrid strategy

10:30 – Parents, college kids & house hacking

11:45 – Managing tenants vs hiring property managers

13:45 – Renting to friends (and breaking the rules)

15:00 – COVID lesson: licenses, paperwork & bad tenants

17:45 – Why communities shorten the learning curve

20:15 – Most expensive mistake: bad partnerships

23:00 – Biggest win: Airbnb pivot = 3X income

25:30 – The confidence shift after the first deal

26:50 – Systems, VAs & avoiding another job

29:30 – AI, calculators & filtering deals faster

31:15 – Shift Rich Academy explained

34:00 – Rapid Fire: lies, books & time-saving tools

#HouseHacking #RealEstateInvesting #PassiveIncome #ThomasCollins #RealDealChat #MultifamilyInvesting #FHAloan #RentalProperties #FinancialFreedom #InvestorMindset

RealDealCrew.com

We empower real estate investors by optimizing your business processes through customized automation and system integration. From lead management to deal closure, we help you build a scalable and efficient operation. Learn more at RealDealCrew.com

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3. Get $10 and Reduce Your Business Costs by Shopping at AppSumo • https://bit.ly/reiappsumo
4. Get $10 Towards Your First Purchase at Drop • https://drop.com/?referer=3DC729

Mentioned in this episode:

book a Fit Call at RealDealCrew.com

Eddie Speed explains why note investing is outperforming rentals, how investors become the bank, and why seller financing is the next shift.

In this episode of RealDealChat, Jack Hoss sits down with Eddie Speed, founder of NoteSchool, to break down why note investing and seller financing are rapidly outperforming traditional rental properties in today’s market.

Eddie explains why rising expenses, compressed cap rates, and stagnant rents are breaking the rental model—and how investors are pivoting by becoming the bank instead. He shares how landlords, realtors, and investors can transition from owning rentals that barely cash flow to holding performing notes generating double-digit returns with far fewer headaches.

The conversation dives deep into:

1. Why rentals are producing 4% while notes can produce 9–12%
2. How seller financing creates instant liquidity
3. Turning landlords into “mini mortgage banks”
4. Why rate cuts don’t fix rental math
5. How stress-testing strategies prevents catastrophic losses
6. Blockchain, automation, and the future of mortgage notes
7. Why mentorship compresses decades of learning into months

If you’re a real estate investor questioning your current strategy—or searching for safer, more scalable cash flow—this episode is a must-watch.

👉 Learn more about Eddie’s training: https://noteschool.com/realdeal

👉 Build investor systems & automation: https://realdealcrew.com

⏱️ Timestamps

00:00 – Why rentals are breaking down

01:00 – Notes vs rentals: the math investors ignore

02:45 – Becoming the bank (simple explanation)

04:30 – Why investors must change strategies

06:15 – From rental portfolios to note portfolios

08:15 – Creating instant liquidity with seller financing

10:00 – Is this a shiny object—or a real shift?

11:45 – Why rate cuts won’t fix rental cash flow

13:30 – The real estate quadrants reexamined

15:30 – Appreciation vs cash today

18:30 – Stress-testing strategies before investing

21:00 – Mentorship & compressing time

23:30 – Avoiding another “job” in real estate

25:45 – First mortgage example explained

27:30 – Why seller financing is exploding now

30:00 – Technology, automation & blockchain

33:00 – Conveyor-belt systems for scaling notes

35:30 – Rapid Fire: lies, books & time-saving tools

#NoteInvesting #SellerFinancing #EddieSpeed #RealDealChat #RealEstateInvesting #PassiveIncome #CashFlowStrategy #BecomeTheBank #InvestorMindset

RealDealCrew.com

We empower real estate investors by optimizing your business processes through customized automation and system integration. From lead management to deal closure, we help you build a scalable and efficient operation. Learn more at RealDealCrew.com

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1. If you are new to Wealthfront, and open a Cash Account, you'll get a 0.50% APY boost for 3 months.
2. Open an Automated Index Investing Account or Automated Bond Portfolio, you'll earn $5,000 managed for free.
3. Get $10 and Reduce Your Business Costs by Shopping at AppSumo • https://bit.ly/reiappsumo
4. Get $10 Towards Your First Purchase at Drop • https://drop.com/?referer=3DC729

Mentioned in this episode:

book a Fit Call at RealDealCrew.com

Mitchell Osmond explains why high-performing men feel powerful at work but disconnected at home—and how to rebuild marriage, health, and purpose.

In this episode of RealDealChat, Jack Hoss sits down with Mitchell Osmond, founder of Dad Nation and host of the Dad Nation Podcast, for a powerful conversation on marriage, masculinity, leadership, and emotional connection.

Mitchell works exclusively with high-performing, career-driven men who feel successful professionally—but disconnected, confused, or powerless at home. He breaks down why men are more medicated, divorced, and emotionally lost than ever before, and how cultural confusion around masculinity is quietly destroying marriages.

This episode dives into:

1. Why men default to “fixing” instead of listening
2. The wiring differences between men and women (and why it matters)
3. Why 70–90% of divorces are initiated by women
4. How emotional disconnection—not money or cheating—ends marriages
5. The “Powerful at Work, Powerless at Home” identity crisis
6. Parkinson’s Law and a simple productivity system that restores focus
7. How clarity, community, and legacy thinking transform men
8. Why generational wealth is about behavior, not money

If you’re an entrepreneur, investor, or business owner trying to win at work without losing your family, this episode will hit hard—in the best way.

👉 Learn more about Mitchell’s work: https://dadnationco.com

👉 Build systems & clarity for your business: https://realdealcrew.com

⏱️ Timestamps:

00:00 – Powerful at work, powerless at home

01:30 – Why men are more unhappy than ever

03:00 – What Mitchell actually does (home, health, happiness)

04:30 – A “good day” for a high-performing husband

06:30 – Fitness, mindset & self-leadership

07:55 – Parkinson’s Law & instant productivity gains

10:00 – Why phones destroy focus & flow state

12:45 – Feeling powerful at work but lost at home

14:30 – Masculinity confusion & cultural pressure

17:00 – The divorce data no one talks about

18:45 – Emotional disconnection kills marriages

20:15 – Why men fix problems (and why it backfires)

24:00 – “Do you want me to fix or listen?”

27:00 – Two wake-up calls that changed everything

30:00 – Generational wealth ≠ money

33:00 – Men’s core needs vs women’s core needs

36:00 – Silent erosion vs explosive failure

40:30 – Finding your compass after rock bottom

42:30 – Clarity, community & the Iron Five

45:00 – High Performance Husband program

46:00 – Rapid Fire: lies, books & time-saving tools

#Marriage #MensMentalHealth #HighPerformanceMen #MitchellOsmond #RealDealChat #EntrepreneurLife #Masculinity #LeadershipAtHome #Fatherhood #Mindset

RealDealCrew.com

We empower real estate investors by optimizing your business processes through customized automation and system integration. From lead management to deal closure, we help you build a scalable and efficient operation. Learn more at RealDealCrew.com

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1. If you are new to Wealthfront, and open a Cash Account, you'll get a 0.50% APY boost for 3 months.
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3. Get $10 and Reduce Your Business Costs by Shopping at AppSumo • https://bit.ly/reiappsumo
4. Get $10 Towards Your First Purchase at Drop • https://drop.com/?referer=3DC729

Giuseppe Grammatico explains franchising, AI automation, and how real estate investors use franchises to build predictable cash flow and scale smarter.

In this episode of RealDealChat, Jack Hoss sits down with Giuseppe Grammatico, franchise consultant and founder of GG The Franchise Guide, to break down how franchising intersects with real estate investing, cash flow, and AI-powered operations.

Giuseppe shares his journey from Wall Street to entrepreneurship, why franchising is often misunderstood, and how “business-in-a-box” models help investors shortcut years of trial and error. He explains how real estate investors can leverage franchises for recession-resistant income, vendor consolidation, and even hybrid landlord-style models like salon suites and property services.

The conversation dives deep into franchise due diligence, why lines out the door don’t equal profitability, how to avoid shiny object syndrome, and what investors must look for inside Item 19 disclosures. Giuseppe also explains how AI is transforming franchising—from AI call agents handling 1,000 calls at once to backend automation that reduces staff costs without sacrificing human relationships.

If you’re a real estate investor looking to diversify income, stabilize cash flow, or integrate AI into operations, this episode delivers real-world clarity.

👉 Learn more & book a free call: https://ggthefranchiseguide.com

👉 Build investor systems & AI automation: https://realdealcrew.com

Call to Action:

Learn more at https://realdealcrew.com

00:00 – AI is here (and investors can’t ignore it)

01:15 – From Wall Street to franchising

03:15 – Why franchising isn’t just restaurants

05:00 – Business-in-a-box vs reinventing the wheel

07:00 – Recession-resistant franchise models

09:15 – The biggest mistake new owners make

11:20 – Hiring late & trying to do everything

13:00 – Shiny object syndrome explained

14:45 – Why “busy” doesn’t mean profitable

16:55 – How franchising fits real estate portfolios

19:00 – Hybrid real estate plays (salon suites, services)

21:00 – Property managers, vendors & deal flow

23:30 – Developers using franchises in mixed-use

25:45 – Market saturation & real due diligence

30:10 – How AI is disrupting franchising

34:05 – Using AI without losing human connection

35:45 – Rapid Fire: lies, books & time-saving tools

#Franchising #RealEstateInvesting #GiuseppeGrammatico #RealDealChat #CashFlow #AIForBusiness #Entrepreneurship #BusinessSystems #InvestorStrategy #PassiveIncome

RealDealCrew.com

We empower real estate investors by optimizing your business processes through customized automation and system integration. From lead management to deal closure, we help you build a scalable and efficient operation. Learn more at RealDealCrew.com

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1. If you are new to Wealthfront, and open a Cash Account, you'll get a 0.50% APY boost for 3 months.
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3. Get $10 and Reduce Your Business Costs by Shopping at AppSumo • https://bit.ly/reiappsumo
4. Get $10 Towards Your First Purchase at Drop • https://drop.com/?referer=3DC729

Jose Berlanga explains how he created his own real estate market, why focus beats growth, and the costly mistakes developers make chasing trends.

In this episode of RealDealChat, Jack Hoss sits down with Jose Berlanga, a veteran real estate developer and entrepreneur, to break down how he created demand where none existed—and why focus, patience, and clarity matter more than chasing hot markets.

Jose shares how he started developing inner-city Houston neighborhoods when they were considered “unbuildable,” why fear actually guided his best decisions, and how saturating a small area with consistent product helped him establish pricing power and brand recognition long before the market caught up.

The conversation dives deep into developer psychology, long real estate cycles, why chasing higher price points almost derailed his business, and the hard-earned leadership lessons he learned building (and rebuilding) teams. Jose also delivers one of the clearest frameworks you’ve heard on hiring, focus, and avoiding shiny object syndrome as an entrepreneur.

This is a masterclass in long-term thinking for developers, investors, and business owners.

👉 Learn more about Jose: https://joseberlanga.com

👉 Build systems, operations & AI leverage: https://realdealcrew.com

⏱️ Timestamps

00:00 – Creating a real estate market from nothing

01:30 – Why inner-city Houston was “unbuildable”

03:30 – Fear as a competitive advantage

05:30 – Why he saturated one small area on purpose

08:30 – Making your own land more expensive

10:00 – Focus vs shiny object syndrome

12:30 – Why chasing higher price points backfires

15:30 – Long real estate cycles investors ignore

17:30 – The biggest hiring mistake founders make

20:00 – Hiring too fast vs waiting too long

22:30 – Why saving people can destroy companies

25:00 – Clarity of roles beats “shadowing”

27:00 – Building teams around weaknesses

29:00 – Learning the industry before scaling

31:00 – Rapid Fire: lies, advice, books & tools

#RealEstateDevelopment #JoseBerlanga #RealDealChat #RealEstateInvesting #DeveloperMindset #Entrepreneurship #BusinessFocus #RealEstateStrategy #LeadershipLessons #LongTermThinking

RealDealCrew.com

We empower real estate investors by optimizing your business processes through customized automation and system integration. From lead management to deal closure, we help you build a scalable and efficient operation. Learn more at RealDealCrew.com

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1. If you are new to Wealthfront, and open a Cash Account, you'll get a 0.50% APY boost for 3 months.
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3. Get $10 and Reduce Your Business Costs by Shopping at AppSumo • https://bit.ly/reiappsumo
4. Get $10 Towards Your First Purchase at Drop • https://drop.com/?referer=3DC729

David Morgan explains gold, silver, real estate, and why the dollar is losing trust—plus how investors protect wealth when the monetary system breaks.

In this episode of RealDealChat, Jack Hoss sits down with David Morgan, founder of The Morgan Report and one of the most respected analysts in precious metals, to unpack what’s really happening inside the global monetary system.

David shares how his fascination with money started as a child noticing the difference between silver coins and debased currency, and how that curiosity led to more than four decades analyzing markets, banking systems, and hard assets.

The conversation dives deep into why gold and silver function as trust-based assets, how real estate behaves differently in inflationary vs high-rate environments, and why rising debt, stablecoins, and global de-dollarization matter to everyday investors. David also explains where crypto fits (and doesn’t), how to actually buy precious metals safely, common myths investors believe, and why unrealistic expectations hurt long-term returns.

You’ll also hear the story behind his documentary Silver Sunrise, lessons from building a long-running research business, and why critical thinking—not fear—is the most valuable investment skill today.

👉 Learn more & book a call: TheMorganReport.com/realdeal

👉 Build investor systems & automation: https://realdealcrew.com

⏱️ Timestamps

00:00 – A silver coin that changed everything

01:00 – Discovering fractional reserve banking

02:35 – Finding your calling early

03:30 – Why real estate is the ultimate hard asset

05:10 – Gold vs real estate: performance & liquidity

06:25 – Why the Fed failed its core mission

07:45 – Debt, trust & the dollar’s decline

09:10 – Stablecoins, crypto & hidden buyers of U.S. debt

11:40 – Can crypto return to a gold standard?

14:05 – When gold wins and real estate struggles

15:45 – How David built The Morgan Report

18:30 – Why the metals business is harder today

20:45 – How to actually buy gold & silver

23:40 – Myths about silver prices & manipulation

26:55 – The Silver Sunrise documentary

29:20 – Philosophy, money & human behavior

31:25 – Rapid Fire: lies, books & time-saving tools

#GoldInvesting #SilverInvesting #HardAssets #DavidMorgan #RealDealChat #RealEstateInvesting #InflationHedge #WealthProtection #MonetarySystem #InvestorMindset

RealDealCrew.com

We empower real estate investors by optimizing your business processes through customized automation and system integration. From lead management to deal closure, we help you build a scalable and efficient operation. Learn more at RealDealCrew.com

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SUPPORT THE SHOW!

1. If you are new to Wealthfront, and open a Cash Account, you'll get a 0.50% APY boost for 3 months.
2. Open an Automated Index Investing Account or Automated Bond Portfolio, you'll earn $5,000 managed for free.
3. Get $10 and Reduce Your Business Costs by Shopping at AppSumo • https://bit.ly/reiappsumo
4. Get $10 Towards Your First Purchase at Drop • https://drop.com/?referer=3DC729

David C. Barnett breaks down buying small businesses vs real estate, the risks investors overlook, and how to build resilient, cash-flowing companies.

In this episode of RealDealChat, Jack Hoss sits down with David C. Barnett, author of The Business Fortress and one of the most respected voices in small business acquisition, to unpack the real differences between buying businesses and investing in real estate.

David shares his journey from business brokerage to banking to building a global advisory firm helping buyers and sellers avoid catastrophic mistakes. He explains why business brokerage is fundamentally broken, how leverage cuts both ways in small businesses, and why “absentee ownership” is one of the most dangerous myths investors believe.

You’ll learn why operational leverage can destroy profits overnight, how liquidity (not growth) determines survival, why balance sheets matter more than P&Ls, and how long-term content creation (YouTube, books, email) quietly outperforms flashy marketing tactics.

This episode is a must-watch for real estate investors considering business acquisitions—and for entrepreneurs who want to build a business fortress that survives downturns and exits cleanly.

👉 Learn more & grab the book: DavidCBarnett.com

👉 Build systems & scale smarter: https://realdealcrew.com

⏱️ Timestamps:

00:00 – Why business school doesn’t teach entrepreneurship

01:00 – Why business brokerage is broken

02:45 – The cash-flow trap brokers don’t tell you about

04:30 – Why this book had to be rewritten

06:00 – Balance sheet vs P&L thinking

08:00 – Liquidity problems & sleepless nights

10:00 – Why growth can make businesses fragile

12:00 – Why he left brokerage for banking

14:00 – Helping buyers without brokers

15:30 – Business leverage vs real estate leverage

17:00 – Operational leverage explained (simple math)

19:00 – Why absentee ownership is a myth

21:00 – The “regional manager” reality

22:45 – Single dad, time freedom & entrepreneurship

24:30 – YouTube before it was cool

26:00 – Why vanity metrics don’t matter

27:30 – Content for buyers, not creators

29:00 – Marketing systems that compound

31:00 – Why investors start the wrong businesses

33:00 – Talent, management & hidden complexity

35:00 – Rapid Fire: lies, books & time-saving system

#BusinessAcquisition #SmallBusinessBuying #DavidCBarnett #RealDealChat #RealEstateInvesting #Entrepreneurship #BuyingABusiness #InvestorMindset #BusinessSystems #CashFlow

RealDealCrew.com

We empower real estate investors by optimizing your business processes through customized automation and system integration. From lead management to deal closure, we help you build a scalable and efficient operation. Learn more at RealDealCrew.com

LIKE • SHARE • JOIN • REVIEW

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1. If you are new to Wealthfront, and open a Cash Account, you'll get a 0.50% APY boost for 3 months.
2. Open an Automated Index Investing Account or Automated Bond Portfolio, you'll earn $5,000 managed for free.
3. Get $10 and Reduce Your Business Costs by Shopping at AppSumo • https://bit.ly/reiappsumo
4. Get $10 Towards Your First Purchase at Drop • https://drop.com/?referer=3DC729