The Same Day Podcast

Tom Dunkel is the Chief Investment Officer at Belrose Storage Group, a company that acquires, converts, and builds self-storage facilities across the United States. With over 28 years of experience in real estate, finance, and investing, Tom plays a key role in underwriting and structuring deals that align with investors' wealth-building goals. Since transitioning to real estate investing in 2006, he has raised over $65 million in private capital across various asset classes.

Building wealth in the self-storage industry requires more than just finding suitable properties; it demands a strategic approach to investing that minimizes risk while maximizing returns. But what's the best method to consistently succeed in this competitive market? Is there a proven formula to guide investors toward making smarter, more profitable decisions?

According to Tom Dunkel, a seasoned real estate investor, the key lies in the S.A.F.E. investment method. He explains that understanding the sponsor's strengths, the specifics of the asset, the financial projections, and the exit strategy is crucial for making wise investment choices. Tom highlights how applying this approach in the self-storage sector allows investors to protect their capital and capitalize on underappreciated opportunities in a growing market. By focusing on conservative underwriting and diversification, investors can navigate market uncertainties and secure solid returns.

In this episode of The Same Day Podcast, host Mat Zalk sits down with Tom Dunkel, Chief Investment Officer at Belrose Storage Group, to discuss how the S.A.F.E. investment method can maximize returns in the self-storage space. They explore the importance of conservative underwriting practices, the benefits of diversification, and the potential of niche markets like boat and RV storage.

Gwenn Aspen is the Founder and CEO of Anequim, a pioneering company that connects businesses with top-tier, bilingual remote professionals based in Mexico. A celebrated motivational speaker and moderator, Gwenn's professional history includes co-founding the property management company Wistar Group with her husband Jeremy, which they later sold in 2021. Her passion lies in enhancing the profitability of small and medium-sized enterprises while creating outstanding career opportunities. Gwenn's expertise propels companies forward by integrating remote workforce strategies into their growth plans.

Are you fully tapping into the potential of remote teams to drive your business forward? With the rise of virtual professionals, many companies are rethinking traditional staffing models and finding innovative ways to reduce costs and boost productivity. But how can companies effectively manage remote teams while ensuring growth and maintaining a strong workplace culture?

According to Gwenn Aspen, a leading authority in remote workforce optimization, success starts with treating virtual professionals like full-time, integral team members. She highlights that clear communication, proper onboarding, and consistent performance metrics are crucial to ensure remote employees are productive and fully engaged. This approach eliminates common pitfalls and boosts efficiency, creating a more streamlined and cost-effective workforce.

In this episode of The Same Day Podcast, host Mat Zalk sits down with Gwenn Aspen, Founder and CEO of Anequim, to discuss the power of virtual teams in business growth. They explore integrating remote professionals into company culture, best practices for managing virtual teams, and strategies for scaling while maintaining quality.

Max McGuirk is a Commercial Real Estate Broker at Triple M Real Estate, a company focused on acquiring and managing a diverse portfolio of properties, including long-term rentals, lease-to-own contracts, and property flips. In addition to his real estate ventures, Max runs a DJ and Photo Booth company in Tulsa. A former high school teacher, he began investing in real estate at the age of 21. Max also spent time wrestling for WWE in their developmental territory before transitioning into real estate full-time.

With fluctuating interest rates, market uncertainties, and unexpected property challenges, how can investors position themselves to succeed? What strategies can help balance risk with long-term gains?

According to Max McGuirk, a seasoned real estate investor, the key lies in taking calculated risks and focusing on properties with built-in equity. He highlights that buying affordable properties safeguards against market downturns, minimizing potential losses. Investors can maximize returns and ensure long-term stability by prioritizing deals with strong cash flow potential and being selective about buyers in owner-financing agreements. Max also emphasizes the importance of market expertise, advising investors to always be aware of local trends and to build relationships that lead to repeat business opportunities.

In this episode of The Same Day Podcast, host Mat Zalk sits down with Max McGuirk, Commercial Real Estate Broker at Triple M Real Estate, to discuss calculated risks and smart investments. They cover how to find deals in challenging markets, the benefits of owner financing, and why understanding local market trends is essential. Max also shares real-life examples of successful property deals and how he navigates market uncertainties to build lasting wealth.

Jacob Vanderslice is the Co-founder and Principal of VanWest Partners, a Denver-based real estate investment company specializing in acquiring, developing, and managing self-storage facilities. Under his direction, the company has deployed over $375 million in capital for value-add self-storage facilities across the USA. With expertise ranging from raising private funds to managing hundreds of units, Jacob brings a wealth of real estate investment knowledge to the table. He has navigated various aspects of the industry, experiencing both the highs and lows, yielding tangible insights into successful storage investing.

Maximizing returns in the self-storage real estate market demands a clear understanding of the current economic landscape. While the market presents challenges, it also offers opportunities. What are the secrets behind successful investments in this often-overlooked asset class?

According to Jacob Vanderslice, a seasoned real estate investor with extensive experience in self-storage, the key lies in effective management and strategic value-add investments. He emphasizes that while market conditions have tightened, there are still significant opportunities to generate strong returns through proactive management, such as implementing dynamic pricing strategies and improving operational efficiencies. Jacob also notes that understanding customer behavior and leveraging long-term tenancy trends can significantly enhance profitability, even in a fluctuating market.

In this episode of The Same Day Podcast, host Mat Zalk sits down with Jacob Vanderslice, Co-founder and Principal of VanWest Partners, to discuss maximizing returns in self-storage real estate. They explore the impact of effective management on profitability, the benefits of long-term tenancy, and the role of market conditions in shaping investment strategies.

Grant Shipman is the Founder of Livingsmith, a pioneer in the co-living property management and investment industry. With two decades of hands-on experience, he has led his company to boast a staggering 97% lifetime occupancy rate. Grant is recognized for creating the first-ever co-living course and for his contributions to addressing housing and climate crises. His drive to create sustainable 21st-century households has made him a revered mentor and leader in the co-living sector.

Co-living has emerged as a popular solution to the growing housing crisis, but is it truly a profitable investment strategy? Many real estate investors are intrigued by the potential returns yet hesitant about the complexities involved. How can you successfully navigate the challenges of co-living while maximizing profits?

According to Grant Shipman, a seasoned co-living and property management expert, the key to success lies in understanding the unique dynamics of co-living arrangements. He highlights the importance of creating a "healthy household" with structured management practices that balance tenant needs and ensure harmony. This approach minimizes conflicts and leads to higher tenant satisfaction and lower turnover rates, making co-living a lucrative investment option. Grant emphasizes that co-living requires specialized knowledge and techniques, but when done correctly, it can significantly outperform traditional rental models in both profitability and sustainability.

In this episode of The Same Day Podcast, host Yoni Schmidt is joined by Grant Shipman, Founder of Livingsmith, to discuss exploring co-living as a profitable investment strategy. They dive into the essential management practices that differentiate successful co-living investments, the financial benefits of this model, and how creating a strong community within co-living spaces can drive long-term success.

Morgan Martin is the Vice President and a Wealth Management Advisor at Merrill Lynch, one of the largest wealth management businesses in the world. He has been recognized on the 2023 Forbes Best-In-State Wealth Management Teams list, ranking number one in Oklahoma. With over a decade of experience and a robust educational background from The University of Oklahoma, Morgan excels in financial planning, asset management, and investment strategies. He is known for his meticulous approach to client wealth management, focusing on personalized financial solutions. A community leader and family man, Morgan values personal connections and leverages his expertise to serve diverse clients.

In a world where algorithms and automated services increasingly drive financial advising, what truly sets one advisor apart from another? Is it possible that the future of wealth management lies not in the race for the highest returns but in the strength of the relationships between advisors and their clients?

According to Morgan Martin, a seasoned wealth management professional with extensive experience guiding high-net-worth clients, the real value in financial advising comes from building and nurturing long-term relationships. He highlights that while technology and automation have revolutionized the industry, they must maintain trust and understanding developed over years of personal interaction. Morgan emphasizes that clients today seek more than just financial advice — they seek an advisor who knows their family, understands their goals, and can provide tailored guidance that a robo-advisor simply cannot. This approach fosters loyalty and ensures that the advisor can better navigate the complexities of wealth management across generations.

In this episode of The Same Day Podcast, host Yoni Schmidt is joined by Morgan Martin, Vice President and a Wealth Management Advisor at Merrill Lynch, to discuss the importance of relationship-driven wealth management in the modern financial landscape. They explore how personalized service is becoming a key differentiator, the role of technology in enhancing but not replacing human interaction, and the urgent challenges and exciting opportunities in guiding the next generation of clients.

Zachary Freedman is a Licensed Sales Agent with Condos Global, operating in the competitive markets of Florida and New York. The Condos Global team has a successful track record in condo sales, customer acquisition, online real estate, and enterprise-class web development. Holding a dual degree from Syracuse University, he merges his finance, accounting, and advertising expertise to succeed in real estate. From his beginnings as a staff accountant to thriving in property sales, Zach has a reputation for strong client relationships and adding value to every transaction. With his quantitative and qualitative skills, he personalizes real estate services for clients navigating Miami's dynamic market.

Miami's real estate market is booming, with luxury high-rises transforming the skyline and offering unparalleled living experiences. What makes these high-rise developments attractive, and what should potential buyers consider when investing in this dynamic market?

According to Zach Freedman, a seasoned real estate expert, the allure of Miami's high-rises lies in its blend of luxurious amenities, strategic locations, and investment potential. He highlights that these developments offer residents a lifestyle of convenience and exclusivity, with features like rooftop pools, concierge services, and wellness centers. Moreover, strategically placing these high-rises in burgeoning neighborhoods ensures immediate enjoyment and future value appreciation, making them a sound investment choice. Zach underscores that understanding the market trends and the unique offerings of each development is crucial for maximizing returns and enjoying a premium lifestyle.

In this episode of The Same Day Podcast, host Yoni Schmidt sits down with Zach Freedman, Licensed Sales Agent at Condos Global, to discuss the future of luxury living in Miami's high-rises. They explore the key factors driving the demand for high-rise condos, the benefits of transient ownership, and how personalized, transparent service enhances the buying experience. Tune in to discover expert insights on navigating Miami's competitive real estate market and making informed investment decisions.

Heath Meador is the Managing Principal at HTS Holdings LLC, which focuses on strategic real estate investing, deal underwriting, property analysis, and portfolio growth. He started his real estate journey with a determination to prove whether wholesaling was a realistic endeavor. After watching just two instructional YouTube videos, he dove headfirst into the industry, relentlessly cold-calling leads for eight grueling months before securing his first deal. Now a savvy investor with a portfolio boasting over $50 million in transactions, Heath specializes in identifying off-market opportunities and executing transformative renovations on multimillion-dollar properties in Tulsa.

What does it take to transition from humble beginnings to achieving monumental success in the real estate industry?

According to Heath Meador, a creative and savvy real estate investor, success in real estate hinges on understanding the seller's motivations and building strong relationships. He highlights that investors can negotiate more favorable deals by gathering crucial information and feeling out the seller. Persistence and hard work are essential, as the journey is fraught with challenges that require grit and determination. In today's market, incorporating current conditions into your strategy is vital, whether dealing with high interest rates or low competition.

In this episode of The Same Day Podcast, host Yoni Schmidt is joined by Heath Meador, Managing Principal at HTS Holdings LLC, to share his journey from retail to real estate success. They explore Heath's insights on mastering negotiation, the importance of networking, and how to overcome market challenges. Additionally, Heath shares his ambitious goal of achieving a net worth of $100 million by 30, offering inspiration and practical advice for aspiring real estate investors.

Erik Oliver is the Vice President of National Accounts at Cost Segregation Authority, a national provider of cost segregation services. These services assist building owners in maximizing tax benefits and aid accountants and CPA firms by providing services to their clients who have constructed, bought, expanded, sold, or remodeled depreciable real estate. With a solid accounting background, Erik is a member of the relationship management team, where he educates commercial real estate owners nationwide on tax deductions through specialized depreciation strategies. His practical knowledge and ability to simplify complex tax incentives make him a sought-after speaker at regional and national events. His work helps real estate investors accelerate depreciation, minimize tax liabilities, and optimize wealth building.

Real estate investors are always looking for strategies to maximize their returns and minimize their tax liabilities. One powerful but often underutilized method is cost segregation, which can significantly accelerate depreciation deductions. But what exactly is cost segregation, and how can it benefit you?

According to Erik Oliver, a leading cost segregation expert with a background in accounting, cost segregation is an engineering-based study that reclassifies assets to accelerate depreciation. He highlights that this approach allows property owners to take substantial tax deductions in the early years of ownership, freeing up capital for reinvestment. This method is particularly beneficial in reducing taxable income and enhancing cash flow, thereby offering a strategic advantage for real estate investors. Erik also addresses common misconceptions, emphasizing the importance of detailed studies to avoid leaving money on the table.

In this episode of The Same Day Podcast, host Mat Zalk sits down with Erik Oliver, Vice President of National Accounts at Cost Segregation Authority, to discuss maximizing tax savings through cost segregation. They talk about how cost segregation works, its significant tax benefits, and how it fits into broader investment strategies. Erik also addresses common myths and misconceptions and shares practical steps for implementing this strategy to optimize tax savings.

Eli Carpio is the Co-founder and Chief Financial Officer at Empire Title & Closing, a company that provides comprehensive title and closing services in the real estate sector. With a diverse background in logistics and data analysis across various industries, Eli has demonstrated versatility and expertise throughout his career. Eli is passionately committed to supporting both the real estate investment community and first-time homebuyers, with a particular focus on providing bilingual services to the Latino community.

As a homebuyer or property investor, understanding the complexities of real estate transactions can be overwhelming. Ensuring clear titles and smooth closings is crucial to protecting your investment. How do title companies help mitigate risks and secure your property transactions?

According to Eli Carpio, a seasoned expert in real estate transactions, title companies are crucial in verifying that a property's title is free of liens and encumbrances before a sale. He highlights the importance of thorough checks and balances to prevent future legal disputes and financial losses. By ensuring all documentation is accurate and up-to-date, title companies provide peace of mind to buyers and sellers to secure their investments. Additionally, Eli underscores the value of comprehensive surveys to avoid boundary disputes and encroachments, especially for new builds and commercial properties.

In this episode of The Same Day Podcast, host Yoni Schmidt sits down with Eli Carpio, Co-founder and Chief Financial Officer at Empire Title & Closing, to discuss the essential role of title companies in buying or selling property. They delve into the intricacies of title work, the challenges of managing complex transactions, and the significance of staying current with industry regulations. Eli also shares insights on creative financing options and the importance of thorough due diligence in real estate deals.