Wonton Wealth: Insights into Commercial Real Estate Investing & Beyond

In this conversation, Clay Lehman shares his extensive experience in the real estate industry, discussing his journey from accounting to various roles in real estate, including asset management, brokerage, and coaching. He emphasizes the importance of strategy, systems, and the use of technology, particularly AI, in scaling businesses. Clay also highlights the significance of hiring the right people, managing teams effectively, and maintaining a personal operating system for success.

Takeaways

1. Clay has over 20 years of experience in real estate.2. He transitioned from accounting to real estate during the financial crisis.3. Consulting and coaching are now key focuses for Clay.4. Identifying bottlenecks is crucial for business growth.5. A coherent strategy is essential for scaling a business.6. CRM systems are vital for managing contacts and leads.7. Automating processes can significantly improve efficiency.8. Hiring the right people is critical for team success.9. Clarity in communication is key to effective management.10. AI tools are transforming the real estate industry.

ChaptersImplementing Effective SOPs in Real EstateKey Performance Indicators for Tracking SuccessBuilding a Strong Real Estate TeamEffective Management and CommunicationLeveraging AI in BusinessPersonal Operating Systems for Success

Clay's Links:

• Website: ⁠imclaylehman.com⁠
• Facebook Group: https://www.facebook.com/groups/unstuckai
• https://www.linkedin.com/in/clay-lehman/
• IG: @claylehman
• Youtube: https://www.youtube.com/@claylehman8957

Here's the link to my book: https://www.amazon.com/Value-Over-Foundation-Commercial-Investing/dp/B0DNN14NLQ

Want to learn more about CRE? investbeyondmultifamily.com/course

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❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by Wonton Wealth. Written permission must be granted before syndication or rebroadcasting.

In this conversation, Clay Lehman shares his extensive experience in the real estate industry, discussing his journey from accounting to various roles in real estate, including asset management, brokerage, and coaching. He emphasizes the importance of strategy, systems, and the use of technology, particularly AI, in scaling businesses. Clay also highlights the significance of hiring the right people, managing teams effectively, and maintaining a personal operating system for success.

Takeaways

1. Clay has over 20 years of experience in real estate.2. He transitioned from accounting to real estate during the financial crisis.3. Consulting and coaching are now key focuses for Clay.4. Identifying bottlenecks is crucial for business growth.5. A coherent strategy is essential for scaling a business.6. CRM systems are vital for managing contacts and leads.7. Automating processes can significantly improve efficiency.8. Hiring the right people is critical for team success.9. Clarity in communication is key to effective management.10. AI tools are transforming the real estate industry.

Chapters

00:00 Introduction to Clay Lehman and His Journey02:32 Lessons from Managing Foreclosed Properties04:53 Identifying Bottlenecks in Real Estate Businesses08:31 Assessing Business Needs: Strategy vs. Systems14:44 Core Systems for High-Performing Real Estate Teams18:26 Optimizing CRM for Business Success

Clay's Links:

• Website: imclaylehman.com
• Facebook Group: https://www.facebook.com/groups/unstuckai
• https://www.linkedin.com/in/clay-lehman/
• IG: @claylehman
• Youtube: https://www.youtube.com/@claylehman8957

Here's the link to my book: https://www.amazon.com/Value-Over-Foundation-Commercial-Investing/dp/B0DNN14NLQ

Want to learn more about CRE? 

investbeyondmultifamily.com/course

Use Code for 10% off: tanhtruong 

🔋 Support My Channel 🔋

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Dollars via Venmo: https://account.venmo.com/u/tanh-truong

🌍 Website: https://www.wontonwealth.com

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📷 IG: http://www.instagram.com/pro_tanh

🤓 LinkedIn: http://www.linkedin.com/in/tanh-truong-30a18ab0/

❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by Wonton Wealth. Written permission must be granted before syndication or rebroadcasting.

Part 2: Executing Your 12 Week Year

Episode Focus:

• Breaking down the 5 Disciplines of Execution: Vision, Planning, Process Control, Measurement, Time Use.

• Discussing the emotional phases of change and staying consistent.

• Step-by-step instructions for creating your own 12-week plan.

Main Talking Points:

• How to set a powerful vision (long-term, 3-year, and the next 12 weeks).

• Creating a simple but effective 12-week plan with clear objectives.

• Building routines with weekly and daily habits (scorecards, accountability partners).

• Tracking the right metrics—lead vs. lag indicators.

• Managing your time with strategic blocks, buffer blocks, and scheduled breaks.

• Navigating the emotional ups and downs of change—knowing what to expect so you don’t quit.

Action Steps:

• Draft your 12-week plan: write 1–3 goals, desired actions, and milestones.

• Set up weekly reviews and a simple scorecard for measuring progress.

• Mark your “13th week” on the calendar for reflection and reward.

Final Takeaways:

• Your next 12-week year can start now—don’t wait for January!

• Small focused sprints outpace vague annual resolutions.

• “Success is built in the moment—start today.”

Part 1: Understanding The 12 Week Year

Episode Focus:

• Introduction to the “12 Week Year” strategy—and why most New Year’s goals fail.

• Overview of the annualized mindset vs. the 12-week approach.

• The three foundational principles: Accountability, Commitment, Greatness in the Moment.

• Laying the groundwork for quarterly goal achievement.

Main Talking Points:

• Why most people lose momentum after January, and how shorter cycles maintain urgency.

• The definition of a “12 Week Year” and how it changes your approach to planning.

• The core principles behind the success of this framework.

• How accountability is about personal ownership—not blame or punishment.

• Commitment as a daily habit, not just good intentions.

• Making every moment count—acting today vs. waiting for “inspiration.”

Action Steps:

• Start visualizing your goals in a 12-week window.

• Ask yourself: What would I change if I only had 12 weeks to make this happen?

• Identify the mindset shifts that unlock momentum and consistency.

Teaser for Part 2:

In this conversation, Joseph Gaznan shares his extensive experience in commercial real estate, discussing his journey from software engineering to becoming a broker and investor. He highlights the importance of vertical integration in real estate, the challenges of property management, and the differences between multifamily and commercial properties. Joseph emphasizes the significance of understanding the headaches-to-returns ratio and the benefits of innovative management strategies. He also delves into the current market trends, the impact of economic downturns, and the role of technology in enhancing real estate operations. Finally, he shares personal development insights and the habits that drive his success.Takeaways1. Joseph transitioned from software engineering to commercial real estate.2. Vertical integration helps reduce costs and improve efficiency.3. The headaches-to-returns ratio is crucial for investment decisions.4. Commercial properties often have less management headache than multifamily.5. Innovative management strategies can significantly benefit tenants.6. Understanding tenant mix is vital for property success.7. Prospecting involves a mix of traditional and modern methods.8. Market trends indicate a shift towards retail and industrial investments.9. Economic downturns require proactive tenant support strategies.10. Personal development and mindset are key to long-term success.Joseph's Links: LinkedIn: https://www.linkedin.com/in/gozlan/Website: https://ebgtx.com/about-eureka-business-group/meet-the-team/joseph-gozlan/Youtube: https://www.youtube.com/@ebgtx ChaptersProspecting and Lead Generation StrategiesMarket Insights and Current TrendsNavigating Economic DownturnsLeveraging Technology in Real EstatePersonal Development and Success HabitsHere's the link to my book: https://www.amazon.com/Value-Over-Foundation-Commercial-Investing/dp/B0DNN14NLQWant to learn more about CRE? investbeyondmultifamily.com/courseUse Code for 10% off: tanhtruong 🔋 Support My Channel 🔋Bitcoin: bc1q2jnv9sn3efhfvc43q5cqe2leev3066cegpyyz5Sats via Strike: https://strike.me/tanhDollars via Paypal: https://www.paypal.com/paypalme/tanhtDollars via Venmo: https://account.venmo.com/u/tanh-truong🌍 Website: https://www.wontonwealth.com✖️ X: http://www.x.com/tanhtruong📷 IG: http://www.instagram.com/pro_tanh🤓 LinkedIn: http://www.linkedin.com/in/tanh-truong-30a18ab0/❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by Wonton Wealth. Written permission must be granted before syndication or rebroadcasting.

In this conversation, Joseph Gozlan shares his extensive experience in commercial real estate, discussing his journey from software engineering to becoming a broker and investor. He highlights the importance of vertical integration in real estate, the challenges of property management, and the differences between multifamily and commercial properties. Joseph emphasizes the significance of understanding the headaches-to-returns ratio and the benefits of innovative management strategies. He also delves into the current market trends, the impact of economic downturns, and the role of technology in enhancing real estate operations. Finally, he shares personal development insights and the habits that drive his success.Takeaways1. Joseph transitioned from software engineering to commercial real estate.2. Vertical integration helps reduce costs and improve efficiency.3. The headaches-to-returns ratio is crucial for investment decisions.4. Commercial properties often have less management headache than multifamily.5. Innovative management strategies can significantly benefit tenants.6. Understanding tenant mix is vital for property success.7. Prospecting involves a mix of traditional and modern methods.8. Market trends indicate a shift towards retail and industrial investments.9. Economic downturns require proactive tenant support strategies.10. Personal development and mindset are key to long-term success.Joseph's Links: LinkedIn: https://www.linkedin.com/in/gozlan/Website: https://ebgtx.com/about-eureka-business-group/meet-the-team/joseph-gozlan/Youtube: https://www.youtube.com/@ebgtx Chapters00:00 Introduction to Commercial Real Estate01:21 Joseph's Journey in Real Estate04:19 Transitioning from Multifamily to Commercial07:15 Understanding the Headaches of Multifamily vs. Commercial10:23 The Benefits of Vertical Integration13:15 Challenges in Property Management16:04 What Makes a Good Property Manager?18:50 Innovative Management Strategies21:56 Brokerage and Investment DynamicsHere's the link to my book: https://www.amazon.com/Value-Over-Foundation-Commercial-Investing/dp/B0DNN14NLQWant to learn more about CRE? investbeyondmultifamily.com/courseUse Code for 10% off: tanhtruong 🔋 Support My Channel 🔋Bitcoin: bc1q2jnv9sn3efhfvc43q5cqe2leev3066cegpyyz5Sats via Strike: https://strike.me/tanhDollars via Paypal: https://www.paypal.com/paypalme/tanhtDollars via Venmo: https://account.venmo.com/u/tanh-truong🌍 Website: https://www.wontonwealth.com✖️ X: http://www.x.com/tanhtruong📷 IG: http://www.instagram.com/pro_tanh🤓 LinkedIn: http://www.linkedin.com/in/tanh-truong-30a18ab0/❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by Wonton Wealth. Written permission must be granted before syndication or rebroadcasting.

In this conversation, Jumha Shatara shares his journey in commercial real estate, discussing the transition from residential to commercial brokerage, the importance of communication and creativity in the industry, and the attributes that separate good brokers from great ones. He emphasizes the need for organization, market knowledge, and the ability to navigate competition while maintaining relationships with clients and other brokers. Jumha also touches on the challenges of slow markets, the significance of personal development, and his future goals in the industry.

Takeaways

1. Investors should clearly define their investment criteria to work effectively with brokers.

2. Maintaining organization is essential for managing multiple clients and deals.

3. Networking and personal development are vital for success in brokerage.

4. Handling difficult clients requires setting boundaries and knowing when to let go.

ChaptersUtilizing Data Platforms for Off-Market DealsDealing with Difficult ClientsInvesting in Personal Development

Jimmy’s Links:LinkedIn - https://www.linkedin.com/in/jumhashatara/

YouTube - https://www.youtube.com/@jumhashatara

Instagram - https://www.instagram.com/jtshatara/

Facebook - https://www.facebook.com/jumhashatara/

Here's the link to my book: Value Over Volume

Want to learn more about CRE? CRE Course

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🤓 LinkedIn: http://www.linkedin.com/in/tanh-truong-30a18ab0/

❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by Wonton Wealth. Written permission must be granted before syndication or rebroadcasting.

In this conversation, Jumha Shatara shares his journey in commercial real estate, discussing the transition from residential to commercial brokerage, the importance of communication and creativity in the industry, and the attributes that separate good brokers from great ones. He emphasizes the need for organization, market knowledge, and the ability to navigate competition while maintaining relationships with clients and other brokers. Jumha also touches on the challenges of slow markets, the significance of personal development, and his future goals in the industry.

Takeaways

1. Jumha Shatara operates a brokerage called Skyrise CRE in Indianapolis.
2. He transitioned from residential to commercial real estate in 2020.
3. Creativity is a key aspect of commercial real estate that differentiates it from residential.
4. Effective communication is crucial for brokers to understand client needs.
5. Brokers should have a documented process for transactions to ensure clarity.
6. Collaboration with other brokers can provide valuable market insights.

Chapters

00:00 Introduction and Background of Jimmy Shatara04:31 Transitioning from Residential to Commercial Real Estate11:30 Navigating Competition in the Brokerage Landscape17:23 Standing Out as a Broker and Investor23:24 Organizational Tools for Brokers

Jimmy’s Links:LinkedIn - https://www.linkedin.com/in/jumhashatara/

YouTube - https://www.youtube.com/@jumhashatara

Instagram - https://www.instagram.com/jtshatara/

Facebook - https://www.facebook.com/jumhashatara/

Here's the link to my book: Value Over Volume

Want to learn more about CRE? CRE Course

Use Code for 10% off: tanhtruong

🔋 Support My Channel 🔋

Bitcoin: bc1pe8ejjypqem83tupwurs68jlchwsh0889mfjgpxss7xentgcfwkpstv5y2h

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🤓 LinkedIn: http://www.linkedin.com/in/tanh-truong-30a18ab0/

❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by Wonton Wealth. Written permission must be granted before syndication or rebroadcasting.

In this conversation, Tim Dowling shares his extensive journey in commercial real estate, detailing his transition from residential to commercial investments, particularly focusing on local projects within a 12-mile radius of his home. He discusses the importance of partnerships, navigating zoning changes, and the complexities of project timelines. Tim emphasizes the significance of understanding utilities, location, and zoning as critical factors in real estate development. He also highlights the challenges of tenant acquisition and the financial structures involved in development projects, including the role of banks and investor expectations. The conversation concludes with Tim's aspirations for future developments that foster community engagement.

Takeaways

1. Tim's journey into real estate began unexpectedly.

2. He focuses on local investments within 12 miles of his home.

3. Building partnerships is crucial for successful development.

4. Understanding zoning and community needs is essential.

5. Project timelines often extend beyond initial estimates.

6. Identifying green and red flags is key in real estate.

7. Utilities and location are critical factors in development.

8. The bank is a significant partner in financing projects.

9. Investors can expect returns once tenants are operational.

10. Tim aims to create community-focused developments.

Chapters

Identifying Green and Red Flags in Real Estate

Navigating Construction Partnerships

Funding the $29 Million Project

Understanding Triple Net Leases

Structuring Investor Partnerships

Educating Investors on Development Risks

Development Fees and Financial Structures

Refinancing Strategies for Long-Term Gains

Vision for Future Developments

The Live-Work-Play Concept in Development

Conclusion and Future Prospects

Tim's Links

roundaboutinbuda.com

https://www.linkedin.com/in/dowlingtim/

Here's the link to my book: https://www.amazon.com/Value-Over-Foundation-Commercial-Investing/dp/B0DNN14NLQ

Want to learn more about CRE? 

investbeyondmultifamily.com/course

Use Code for 10% off: tanhtruong 

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Dollars via Venmo: https://account.venmo.com/u/tanh-truong

🌍 Website: https://www.wontonwealth.com

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📷 IG: http://www.instagram.com/pro_tanh

🤓 LinkedIn: http://www.linkedin.com/in/tanh-truong-30a18ab0/

❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by Wonton Wealth. Written permission must be granted before syndication or rebroadcasting.

In this conversation, Tim Dowling shares his extensive journey in commercial real estate, detailing his transition from residential to commercial investments, particularly focusing on local projects within a 12-mile radius of his home. He discusses the importance of partnerships, navigating zoning changes, and the complexities of project timelines. Tim emphasizes the significance of understanding utilities, location, and zoning as critical factors in real estate development. He also highlights the challenges of tenant acquisition and the financial structures involved in development projects, including the role of banks and investor expectations. The conversation concludes with Tim's aspirations for future developments that foster community engagement.

Takeaways

1. Tim's journey into real estate began unexpectedly.

2. He focuses on local investments within 12 miles of his home.

3. Building partnerships is crucial for successful development.

4. Understanding zoning and community needs is essential.

5. Project timelines often extend beyond initial estimates.

6. Identifying green and red flags is key in real estate.

7. Utilities and location are critical factors in development.

8. The bank is a significant partner in financing projects.

9. Investors can expect returns once tenants are operational.

10. Tim aims to create community-focused developments.

Chapters

00:00 Tim Dowling's Journey into Real Estate

05:46 The Shift to Local Investments

11:51 Lessons from Development Projects

17:00 Building the Right Team

26:16 Pre-Leasing Strategies and Community Engagement

32:27 Identifying Green and Red Flags in Real Estate

Tim's Links

roundaboutinbuda.com

https://www.linkedin.com/in/dowlingtim/

Here's the link to my book: https://www.amazon.com/Value-Over-Foundation-Commercial-Investing/dp/B0DNN14NLQ

Want to learn more about CRE? 

investbeyondmultifamily.com/course

Use Code for 10% off: tanhtruong 

🔋 Support My Channel 🔋

Bitcoin: bc1q2jnv9sn3efhfvc43q5cqe2leev3066cegpyyz5

Sats via Strike: https://strike.me/tanh

Dollars via Paypal: https://www.paypal.com/paypalme/tanht

Dollars via Venmo: https://account.venmo.com/u/tanh-truong

🌍 Website: https://www.wontonwealth.com

✖️ X: http://www.x.com/tanhtruong

📷 IG: http://www.instagram.com/pro_tanh

🤓 LinkedIn: http://www.linkedin.com/in/tanh-truong-30a18ab0/

❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by Wonton Wealth. Written permission must be granted before syndication or rebroadcasting.