Real Estate Roundtable

🚀 What if you could collect mortgage payments instead of making them?

On this episode of The Real Estate Roundtable, Lancelot Lenard sits down with Fred Moskowitz, fund manager, educator, and author of The Little Green Book of Note Investing, to explore how investors can step into the lender's shoes through mortgage note investing.

Fred explains how mortgage notes work, how they compare with rental properties, and the difference between active and passive note investing. He also breaks down how investors can use self-directed IRAs and HSAs, manage risk through due diligence, and build long-term cash flow by keeping their capital working.

🎧 Hosted by: Lancelot Lenard

👤 Guest: 🏡 Fred Moskowitz - Fund Manager, Educator & Best-Selling Author

Fred Moskowitz is a fund manager, educator, and industry veteran specializing in mortgage note investing and alternative investments. He is the best-selling author of The Little Green Book of Note Investing and teaches everyday investors how to step into the bank's shoes, build passive income, and invest in mortgage notes.

💡 What You'll Learn:

✔️ How mortgage note investing works 

✔️ How investors can become the bank 

✔️ Active vs. passive note investing 

✔️ Mortgage notes vs. rental properties 

✔️ Using self-directed IRAs and HSAs for alternative investments

✔️ Key risks and due diligence considerations 

✔️ How to build and compound investment capital 

🎵 Whether you're an investor, agent, or homebuyer, this episode offers valuable insights!

💼 Connect with Fred Moskowitz:

🌐 Website → https://www.fredmoskowitz.com/

🎁 Free Note Investing Guide → GiftFromFred.com 

📘 Facebook → https://www.facebook.com/thefredmoskowitz

📸 Instagram → https://www.instagram.com/thefredmoskowitz/

🔗 LinkedIn → https://www.linkedin.com/in/thefredmoskowitz/

📕 Book → The Little Green Book of Note Investing on Amazon 

🎙 Follow Lancelot Leonard – The Real Estate Round Table:

📘 Facebook → https://www.facebook.com/RealtorLancelot

📷 Instagram → https://www.instagram.com/thesirlancelotgroup/

🔗 LinkedIn → https://www.linkedin.com/in/lancelot-lenard-10b5b873/

🔖 Don’t forget to FOLLOW 🎧, RATE ⭐ & REVIEW 💬 the podcast!

💎 Produced by Icons of Real Estate - https://iconsofrealestate.com/

#MortgageNoteInvesting #RealEstateInvesting #PassiveIncome #AlternativeInvestments #RealEstatePodcast

🚀 Is your home making you happier - or quietly adding stress to your life? Luxury interior designer Elizabeth Cinquini explains why thoughtful design can transform the way you live, feel, and connect with your space.

In this episode of The Real Estate Roundtable, host Lancelot Lenard sits down with Elizabeth Cinquini to discuss the psychology of home design, avoiding costly renovation mistakes, and why hiring an interior designer before your architect or contractor can save both time and money.

🎧 Hosted by: Lancelot Lenard

👤 Guest: 🏡 Elizabeth Cinquini – Founder & Creative Director, Elizabeth Cinquini Interiors 

Elizabeth Cinquini is the founder and creative director of Elizabeth Cinquini Interiors, specializing in modern luxury design. With a background spanning fashion editorial and global retail design, she manages the full construction and design process to deliver personalized, timeless spaces utilizing bold colors, patterns, and textures. Featured in Haute Living and Florida Design, she also serves on the Board of Directors for the Collier Building Industry Foundation.

💡 What You'll Learn:

✔️ Why interior designers should be involved before architects and contractors

✔️ How your home's design impacts mood, productivity, and relationships

✔️ Common renovation mistakes that cost homeowners thousands

✔️ The difference between beautiful spaces and functional homes

✔️ Affordable design upgrades that create a luxury feel

✔️ How designers personalize homes without sacrificing functionality

🎵 Whether you're an investor, agent, or homebuyer, this episode offers valuable insights!

💼 Connect with Elizabeth Cinquini:

🌐 Website → https://elizabethcinquini.com/

📘 Facebook → https://www.facebook.com/elizabethcinquiniinteriors

📸 Instagram → https://www.instagram.com/elizabethcinquini/

🔗 LinkedIn → https://www.linkedin.com/in/elizabeth-perretto-cinquini-ab9a395a/

🎙 Follow Lancelot Leonard – The Real Estate Round Table:

📘 Facebook → https://www.facebook.com/RealtorLancelot

📷 Instagram → https://www.instagram.com/thesirlancelotgroup/

🔗 LinkedIn → https://www.linkedin.com/in/lancelot-lenard-10b5b873/

🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below!

💎 Produced by Icons of Real Estate - https://iconsofrealestate.com/

#TheRealEstateRoundtable #LancelotLenard #FloridaRealEstate #RealEstatePodcast #RealEstateRoundtable #FloridaRealtor #RealEstateInvesting #AgentSuccess #RealEstateStrategy #RealEstateExperts 

🚀 Most home warranties fail when homeowners need them most. What if the real problem isn't the product—but the way it's been built and delivered?

On this episode of The Real Estate Roundtable, host Lancelot Lenard sits down with Matan Slagter, CEO and co-founder of Armadillo, to discuss why the traditional home warranty model lost consumer trust and how technology, transparency, and customer choice can create a better experience for homeowners, investors, landlords, and real estate professionals.

🎧 Hosted by: Lancelot Lenard

👤 Guest:🏡 Matan Slagter – Co-Founder & CEO, Armadillo

Matan Slagter is the Co-Founder and CEO of Armadillo, a technology-driven home warranty company reimagining an industry long challenged by poor customer experiences. An actuary by background, he spent a decade at AIG rising to Head of Market Disruption before founding Armadillo to bring transparency, flexibility, and innovation to homeowners.

💡 What You'll Learn:

✔️ Why traditional home warranties earned their poor reputation - and what needs to change 

✔️ How actuarial pricing helps create better home protection plans with fewer claim denials 

✔️ The biggest red flags to watch for before recommending or purchasing a home warranty 

✔️ How AI-assisted claims processing improves communication without replacing human support 

✔️ Why giving homeowners the freedom to choose their own contractor creates a better customer experience 

✔️ How cash-out reimbursements can provide more flexibility than traditional repairs 

✔️ The differences between homeowners insurance and home warranties—and when each matters most 

✔️ How real estate agents can use home warranty partnerships to strengthen client relationships and generate repeat business 

🎵 Whether you're an investor, agent, or homebuyer, this episode offers valuable insights!

💼 Connect with Matan Slagter:

🌐 Website → https://www.armadillo.one/

📸 Instagram → https://www.instagram.com/armadillo_home/

🔗 LinkedIn → https://www.linkedin.com/in/matan-slagter/

🎙 Follow Lancelot Leonard – The Real Estate Round Table:

📘 Facebook → https://www.facebook.com/RealtorLancelot

📷 Instagram → https://www.instagram.com/thesirlancelotgroup/

🔗 LinkedIn → https://www.linkedin.com/in/lancelot-lenard-10b5b873/

🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below!

💎 Produced by Icons of Real Estate - https://iconsofrealestate.com/

🚀 Florida's insurance market has become one of the biggest challenges facing homebuyers, sellers, and real estate professionals. In this episode of Lancelot's Real Estate Roundtable, host Lancelot Lenard sits down with Julian Manes, Director of Business Development at the Pinto Agency, to uncover why insurance is now one of the leading reasons real estate deals fall apart before closing.

Julian shares insider knowledge on how buyers can save thousands through wind mitigation credits, why shopping your insurance policy is more important than ever, the biggest myths about homeowners insurance, and why every realtor should involve an insurance broker from day one. Whether you're buying your first home, investing in Florida real estate, or helping clients navigate today's market, this conversation is packed with practical strategies that could save you money—and your next transaction.

🎧 Hosted by: Lancelot Lenard

👤 Guest: 🏡 Julian Manes – Director of Business Development | Insurance & Risk Management Specialist

Julian Manes is the Director of Business Development and Partner at The Pinto Agency, a Goosehead Insurance franchise in Miami, Florida. Specializing in property, casualty, and complex construction loan insurance, he works directly with realtors and mortgage lenders to secure coverage for home buyers. Julian manages high-value luxury carrier portfolios and leads a specialized sales team focused on real estate transactions and market policy updates.

💡 What You'll Learn:

✔️ Why insurance has become the #1 deal killer in Florida real estate

✔️ How homeowners can reduce insurance premiums through wind mitigation credits

✔️ The biggest myths about Florida homeowners and flood insurance

✔️ Why working with an independent insurance broker can save buyers thousands

✔️ The exact insurance process every Realtor should follow to avoid closing delays

🎵 Whether you're an investor, agent, or homebuyer, this episode offers valuable insights!

💼 Connect with Julian Manes:

📘 Facebook → https://www.facebook.com/julian.manes.79/

📸 Instagram → https://www.instagram.com/julian.manes/

🎙 Follow Lancelot Leonard – The Real Estate Round Table:

📘 Facebook → https://www.facebook.com/RealtorLancelot

📷 Instagram → https://www.instagram.com/thesirlancelotgroup/

🔗 LinkedIn → https://www.linkedin.com/in/lancelot-lenard-10b5b873/

🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below!

💎 Produced by Icons of Real Estate - https://iconsofrealestate.com/

🚀 Real estate isn't just about pricing, market trends, or comparable sales—it's about people. In this episode of Lancelot's Real Estate Round Table, host Lancelot Lenard sits down with Crystal Gargiulo, a South Florida Realtor, former commercial and residential appraiser, certified coach, and founder of The Resilience Lab.

Crystal shares how her appraisal background gives her a unique perspective on property valuation while her coaching and hypnosis expertise helps buyers and sellers overcome fear, uncertainty, and emotional roadblocks. From exposing the limitations of Zillow estimates to navigating high-stakes negotiations and life-changing decisions, this episode reveals why the best real estate professionals combine data with emotional intelligence.

🎧 Hosted by: Lancelot Lenard

👤 Guest: Crystal Gargiulo – South Florida Realtor, Former Appraiser, Certified Coach & Founder of The Resilience Lab

Crystal Gargiulo is a South Florida Realtor and the founder of The Resilience Lab. Leveraging her background in commercial and residential appraising, she provides expert valuation insights for her real estate clients. Additionally, as a coach and hypnosis facilitator, she helps individuals break through mental barriers to achieve their personal and professional goals.

💡 What You’ll Learn:

✔️ Why fear—not finances—is often the biggest obstacle in real estate.

✔️ How an appraiser evaluates homes differently than the average Realtor.

✔️ Why Zillow estimates shouldn't determine your home's value.

✔️ How mindset and resilience can help buyers and sellers make confident decisions.

✔️ The importance of authenticity, trust, and emotional intelligence in today's real estate market.

🎵 Whether you're an investor, agent, or homebuyer, this episode offers valuable insights!

💼 Connect with Crystal Gargiulo:

🌐 Website → https://freehomevaluation.info/

📸 Instagram → https://www.instagram.com/crystalgargiulo_

📘 Facebook → https://www.facebook.com/crystalisfabulous/

🎙 Follow Lancelot Leonard – The Real Estate Round Table:

📘 Facebook → https://www.facebook.com/RealtorLancelot

📷 Instagram → https://www.instagram.com/thesirlancelotgroup/

🔗 LinkedIn → https://www.linkedin.com/in/lancelot-lenard-10b5b873/

🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below!

💎 Produced by Icons of Real Estate - https://iconsofrealestate.com/

🚀 While Miami, Tampa, and Orlando dominate the headlines, one of Florida's biggest real estate success stories is unfolding in Ocala and Marion County. In this episode of Real Estate Roundtable, host Lancelot Lenard sits down with Bobby Mathews, a 25-year Florida real estate veteran and Broker Associate at RE/MAX Foxfire, to uncover why buyers are flocking inland.

Bobby shares why Central Florida continues to attract retirees, first-time buyers, and investors seeking affordability, lower insurance costs, more space, and a better quality of life. He also breaks down today's balanced market, explains why local data matters more than national headlines, and reveals where he sees the biggest opportunities for buyers and investors heading into 2026.

Whether you're considering relocating to Florida, investing in real estate, or simply trying to understand where the market is headed, this conversation delivers practical insights from someone who's lived through every major Florida market cycle.

🎧 Hosted by: Lancelot Lenard

👤 Guest: Bobby Mathews – Broker Associate & Office Manager, RE/MAX Foxfire

Bobby Mathews is a Broker Associate and Office Manager at RE/MAX Foxfire in Ocala, Florida, where he leads agent development and brokerage growth across multiple offices. With over 25 years of real estate experience, he began his career in new home sales with Del Webb and On Top of the World, building a strong foundation in construction and community development.

💡 What You'll Learn:

✔️ Why Ocala has become one of Florida's fastest-growing real estate markets

✔️ The real reasons buyers are leaving Miami, Tampa, and South Florida

✔️ How insurance costs, affordability, and lifestyle are reshaping buyer decisions

✔️ Why buyers and sellers should stop trying to time the market

✔️ The biggest investment opportunities in Central Florida heading into 2026

🎵 Whether you're an investor, agent, or homebuyer, this episode offers valuable insights!

💼 Connect with Bobby Mathews:

🌐 Website → https://foxfirerealty.com/

📘 Facebook → https://www.facebook.com/FoxfireRealtyFL

📷 Instagram → https://www.instagram.com/foxfirerealtyfl/

🔗 LinkedIn → https://www.linkedin.com/company/112300477

🎙 Follow Lancelot Leonard – The Real Estate Round Table:

📘 Facebook → https://www.facebook.com/RealtorLancelo

t📷 Instagram → https://www.instagram.com/thesirlancelotgroup/

🔗 LinkedIn → https://www.linkedin.com/in/lancelot-lenard-10b5b873/

🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below!

💎 Produced by Icons of Real Estate - https://iconsofrealestate.com/

🚀 Most real estate investors spend years chasing deals, but the real secret to building massive wealth is changing your mindset. In this episode of The Real Estate Roundtable, host Lancelot Lenard sits down with industry titan Ken Gee to break down the institutional strategies that separate the pros from everyday investors. Ken shares how he went from working a demanding job at Deloitte to building a multifamily empire, why he transitioned KRI Partners to a blind pool fund model for certainty of close, and his absolute "four rules" for passive investors to safeguard their capital in any market cycle.

🎧 Hosted by: Lancelot Lenard

👤 Guest:

🏡 Ken Gee – Founder of KRI Partners & Real Estate Investor

Ken Gee is the Founder and Managing Member of KRI Partners, a real estate private equity and investor education firm. With more than 26 years of experience, he has been involved in over $2 billion in multifamily transactions across acquisition, financing, and asset management. He is a CPA, a licensed real estate broker (FL), and previously worked in Deloitte’s Tax & M&A practice as well as commercial lending.

💡 What You’ll Learn:

✔️ The life-changing realization that drove Ken out of corporate finance and into real estate.

✔️ Why raising capital before finding a deal (The Private Equity Model) beats traditional syndication.

✔️ The "Funnel Approach" to property evaluation: Market, Sub-market, and Neighborhood.

✔️ Ken's 4 strict rules every passive investor must follow before joining a syndication.

✔️ How to spot the red flags in a sponsor's underwriting and avoid deal-breaking FOMO.

💼 Connect with Ken Gee:

🌐 Website → https://www.kripartners.com/

🔗 LinkedIn → https://www.linkedin.com/in/geekennetha

🎙 Follow Lancelot Leonard – The Real Estate Round Table:

📘 Facebook → https://www.facebook.com/RealtorLancelot

📷 Instagram → https://www.instagram.com/thesirlancelotgroup/

🔗 LinkedIn → https://www.linkedin.com/in/lancelot-lenard-10b5b873/

🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below!

💎 Produced by Icons of Real Estate - https://iconsofrealestate.com

🚀 What if the most profitable real estate opportunities were never meant for everyday investors to see? In this episode of Real Estate Roundtable, host Lancelot Lenard sits down with Mor Milo, Co-Founder of Relly, to uncover the hidden world of private real estate syndications, institutional-grade investments, and the future of fractional ownership.

Mor shares how traditional private real estate deals have historically been reserved for accredited investors and insiders, while most people were limited to rental properties and REITs. He explains how technology, regulatory changes, and platforms like Relly are opening the door to broader participation in institutional-quality real estate opportunities with lower investment minimums and greater transparency.

Whether you're an investor, developer, or simply curious about the future of wealth-building through real estate, this episode provides valuable insights into the next evolution of real estate capital markets.

🎧 Hosted by: Lancelot Lenard

👤 Guest:🏡 Mor Milo – Co-Founder of Relly

Mor Milo is the Co-Founder of RELLY, a platform designed to democratize access to institutional-grade real estate investments. Inspired by his own experience as a non-accredited investor, Mor set out to break down the barriers that traditionally limited access to high-quality real estate deals. Together with co-founder Ross Steiner, he built RELLY to function as what he calls “the stock market of real estate,” giving investors a way to discover, compare, and invest in real estate opportunities with greater transparency and lower minimums.

💡 What You'll Learn:

✔️ How private real estate syndications work

✔️ The difference between REITs, funds, and syndications

✔️ Why fractional ownership is transforming real estate investing

✔️ How developers can access new sources of capital

✔️ The future of democratized real estate investing

🎵 Whether you're an investor, developer, agent, or someone interested in building long-term wealth through real estate, this episode offers valuable insights into the evolving world of private investing.

💼 Connect with Mor Milo:

🌐 Website → https://relly.com

📸 Instagram → https://www.instagram.com/investwithrelly

💼 LinkedIn → https://www.linkedin.com/company/relly

🎙 Follow Lancelot Leonard – The Real Estate Round Table:

📘 Facebook → https://www.facebook.com/RealtorLancelot

📷 Instagram → https://www.instagram.com/thesirlancelotgroup/

🔗 LinkedIn → https://www.linkedin.com/in/lancelot-lenard-10b5b873/

🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below!

💎 Produced by Icons of Real Estate - https://iconsofrealestate.com/

🚀 Most real estate investors are overpaying on taxes without even realizing it. In this episode of Real Estate Roundtable, host Lancelot Lenard sits down with Brian Kiczula, founder of Cost Seg RX, to uncover one of real estate’s most powerful tax-saving strategies: cost segregation. Brian explains how investors can accelerate depreciation, maximize tax deductions, leverage bonus depreciation, and potentially save tens of thousands of dollars. Whether you own a single-family rental, Airbnb, multifamily property, or commercial real estate, this episode reveals strategies that can dramatically improve your investment returns.

🎧 Hosted by: Lancelot Lenard

👤 Guest:🏡 Brian Kiczula – Cost Segregation Specialist & Founder of Cost Seg RX

Brian Kiczula is the founder of CostSegRx, a Sarasota-based firm specializing in cost segregation and real estate tax strategy. Since 2002, he has overseen thousands of cost segregation studies for properties ranging from single-family homes to large senior living facilities. An active member of the American Society of Cost Segregation Professionals, Brian also hosts The Real Estate Explainer podcast, where he breaks down complex tax and depreciation strategies for real estate investors.

💡 What You’ll Learn:

✔️ What cost segregation is and how it works

✔️ Why many investors overpay taxes every year

✔️ How bonus depreciation can create massive tax savings

✔️ The advantages of cost segregation for Airbnb and short-term rental owners

✔️ When cost segregation makes sense—and when it doesn’t

✔️ How look-back studies can recover missed depreciation

✔️ The connection between opportunity zones and tax strategy

✔️ Common misconceptions investors have about depreciation

🎵 Whether you're an investor, agent, or homebuyer, this episode offers valuable insights!

💼 Connect with Brian Kiczula:

🌐 Website → https://costsegrx.com

🔗 LinkedIn → https://www.linkedin.com/in/briankiczula

🎙 Follow Lancelot Leonard – The Real Estate Round Table:

📘 Facebook → https://www.facebook.com/RealtorLancelot

📷 Instagram → https://www.instagram.com/thesirlancelotgroup/

🔗 LinkedIn → https://www.linkedin.com/in/lancelot-lenard-10b5b873/

🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below!

💎 Produced by Icons of Real Estate - https://iconsofrealestate.com/

🚀 Deciding when a loved one should move into assisted living is one of the most emotional and challenging decisions a family can face. In this episode, Douglas Halperin, Founder of Elevated Estates, shares valuable insights into recognizing the early signs that senior living may be necessary, understanding the differences between independent living, assisted living, memory care, and skilled nursing, and navigating the often-confusing world of senior housing costs.

Douglas also explains why affordable, high-quality assisted living is increasingly difficult to find, how his team transforms underperforming senior living facilities into thriving communities, and what families should look for when touring a facility. Whether you're planning ahead or facing an urgent decision, this episode provides practical guidance to help families make informed choices with confidence.

🎧 Hosted by: Lancelot Lenard

👤 Guest:🏡 Douglas Halperin – Founder, Elevated Estates

Doug Halperin is the founder of Elevated Estates, a Florida-based assisted living operator focused on serving the middle market in senior care. He works on acquiring and improving underperforming facilities, implementing operational, cultural, and service enhancements to better support residents and staff. Doug focuses on building relationship-driven networks with healthcare providers and local partners to deliver accessible, high-quality senior living solutions.

💡 What You’ll Learn:

✔️ The early warning signs that indicate a loved one may need assisted living

✔️ Why families often wait too long to make senior care decisions

✔️ Hidden costs and pricing structures to watch for when evaluating facilities

✔️ How Medicaid and financial assistance programs can help cover senior living expenses

✔️ What separates high-quality communities from low-performing facilities

✔️ How Elevated Estates transforms struggling properties into thriving senior communities

🎵 Whether you're an investor, healthcare professional, caregiver, or family member planning for the future, this episode provides valuable insights into the senior living industry and the decisions that impact families every day.

💼 Connect with Douglas Halperin:

📘 Facebook → https://www.facebook.com/elevatedestatesnpr/

🔗 LinkedIn → https://www.linkedin.com/in/douglashalperin

🎙 Follow Lancelot Leonard – The Real Estate Round Table:

📘 Facebook → https://www.facebook.com/RealtorLancelot

📷 Instagram → https://www.instagram.com/thesirlancelotgroup/

🔗 LinkedIn → https://www.linkedin.com/in/lancelot-lenard-10b5b873/

🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below!

💎 Produced by Icons of Real Estate - https://iconsofrealestate.com/