Peter Lohmann's Podcast

In this episode, I’m joined by Jordan Coleman, loan officer at Live Oak Bank - one of the few banks that truly understands property management. We break down how SBA loans can unlock 100% financing for acquisitions, the hidden pitfalls in seller notes, and what lenders really look for in both buyers and sellers. Jordan also shares practical tips for navigating SBA terms, structuring clawbacks, and avoiding red flags (like client concentration risk). We even cover how to refinance a seller note and why time kills deals more often than you think. If you’re considering buying, selling, or just want to understand your options, this episode is packed with insight.Timecodes: (00:00:00) - Intro(00:01:39) - Meet Jordan Coleman from Live Oak Bank(00:01:53) - Understanding Live Oak Bank's unique offerings(00:02:15) - Jordan Coleman's background and role(00:03:21) - Live Oak Bank's industry focus(00:04:45) - Live Oak Bank's property management focus(00:05:55) - Importance of SBA loans and preferred lenders(00:07:22) - Qualifying for an SBA loan(00:08:47) - Live Oak Bank's loan products for property management(00:11:05) - Analyzing buyers and sellers for acquisitions(00:18:37) - Sponsor: PropertyManagement.com(00:20:31) - Loan terms, interest rates, and closing process(00:28:44) - Understanding SBA loan trade-offs(00:29:23) - Pros and cons of SBA loans(00:31:38) - Importance of clawback clauses(00:34:13) - Sponsor: AppFolio(00:35:50) - Navigating SBA lenders(00:38:57) - Pre-qualified buyers and sellers(00:46:23) - Refinancing seller notes(00:48:38) - Horror stories and lessons learned(00:53:44) - Building relationships with lenders(00:54:53) - Conclusion and final thoughtsLearn more and connect with Jordan here: Jordan on LinkedInLive Oak BankLearn more & connect with me here:⁠⁠⁠Crane⁠⁠⁠, the private community for property management business owners.⁠⁠⁠My Free PM Newsletter⁠⁠⁠⁠⁠⁠RL Property Management⁠⁠⁠ 

In this episode of Peter Lohmann’s Podcast, I’m joined by Allison DiSarro, SVP of Property Management Banking at Enterprise Bank & Trust. We break down what every property manager really needs to know about trust accounts, FDIC protection, and compliance risks (yes, even if your state auditor says you’re fine).Allison explains why most banks get this wrong, how “analysis banking” works (and why it’s not interest), and the real risk of having your accounts frozen due to liens or garnishments.We also dig into how Enterprise structures its earnings credit program, why longevity matters more than flashy rates, and what to ask your bank to protect client funds.Chapters:(00:00:00) - Intro(00:02:20) - Alison's journey into property management banking(00:03:42) - The importance of sticky deposits in banking(00:07:19) - Federal compliance in trust accounts(00:08:14) - Challenges with state regulations and banking expansion(00:10:08) - Why Enterprise Bank stands out in property management(00:11:49) - Earnings credits and analysis banking explained(00:16:50) - Sponsor - Second Nature(00:18:21) - Setting earnings rates(00:30:06) - Sponsor - Rentvine(00:31:28) - Navigating state compliance and interest regulations(00:35:17) - Understanding client trust accounts(00:36:32) - Federal compliance and bank account structure(00:37:23) - Key questions to ask your bank(00:39:37) - Impact of governing entity liens and lawsuits(00:41:09) - Challenges with bank compliance and account management(00:45:25) - Recent changes in banking regulations(00:46:32) - Finding the right bank for property management(00:54:00) - Integrating technology with banking(01:03:31) - AI's impact on banking and fraud(01:06:15) - Conclusion and contact informationLearn more and connect with Allison:Enterprise Bank & Trust (PM Division)Allison on LinkedInLearn more & connect with me here:⁠⁠Crane⁠⁠, the private community for property management business owners.⁠⁠My Free PM Newsletter⁠⁠⁠⁠RL Property Management⁠⁠ 

In this episode of Peter Lohmann’s Podcast, I’m joined by Janine Steiner Jovanovic, CEO of LeaseLock - a company rethinking how the multifamily industry handles security deposits, risk, and renter experience.Janine shares how LeaseLock replaces traditional deposits with true lease insurance, protecting property owners and improving affordability for renters. We also talk about leadership, data, and what it means to build renter-first products in a profit-driven world.If you care about PropTech innovation, risk analytics, or the next wave of AI in property management, this one’s a must-listen.Jump to a topic:(00:01:47) - Janine's background in property management(00:03:21) - The evolution of technology in property management(00:05:33) - Challenges with security deposits(00:08:53) - How LeaseLock works(00:15:48) - Sponsor - Utility Profit(00:17:12) - Janine's early career and innovations(00:19:53) - Current trends and data insights(00:27:34) - Ledger-based information and property focus(00:27:47) - Empowering renters to screen themselves(00:29:15) - Zillow's influence in the rental market(00:31:01) - Renter-first approach and product design(00:32:51) - Sponsor - Second Nature(00:35:09) - Economic health and long-term strategy(00:37:14) - LeaseLock's insurance model and partnerships(00:42:54) - PropTech landscape and funding challenges(00:50:56) - AI integration in property management(00:52:29) - Conclusion and contact informationLearn more and connect with Janine here: Janine on LinkedIn - ⁠https://www.linkedin.com/in/janine-steiner-jovanovic/⁠LeaseLock - ⁠https://leaselock.com/⁠Learn more & connect with me here:⁠Crane⁠, the private community for property management business owners.⁠My Free PM Newsletter⁠⁠RL Property Management⁠ 

In this episode of Peter Lohmann’s Podcast, I’m joined by Gail Phillips, the retiring CEO of NARPM (National Association of Residential Property Managers), after more than 20 years of leadership.We dig into how NARPM evolved from a few hundred members to the national force it is today - from the early “mom-and-pop” days and paper rent checks to COVID-era virtual everything.Gail shares the real story behind NARPM’s antitrust saga, how fee models and tech reshaped the industry, and what she’s learned about leadership, delegation, and culture after decades in the trenches.We also talk about why some local chapters thrive while others struggle, what the “haters” get wrong about NARPM, and her advice for the next generation of association leaders.If you’re a property management operator or NARPM member, this episode is a must-listen.(00:00:00) - Intro(00:03:07) - Gail’s background and career(00:08:17) - The early day’s of NARPM conferences and the industry as a whole(00:16:30) - The state of conferences in the early days(00:18:23) - Sponsor - PropertyManagerWebsites.com(00:20:00) - Late 2000’s concerns and focuses(00:22:02) - How NARPM has evolved(00:27:47) - Success and Failure amongst different NARPM chapters(00:29:38) - Behaviors of great NARPM leaders(00:31:56) - Sponsor - SecondNature.com(00:33:27) - The state of the industry in 2025(00:36:01) - Antitrust philosophies(00:41:15) - FTC guidance for Trade Groups(00:47:53) - Effective membership drives(00:53:41) - What the haters get right about NARPM(00:59:14) - Thoughts for the incoming NARPM CEO(01:01:05) - Gail’s futureLearn more and connect with Gail here: Gail on LinkedIn - https://www.linkedin.com/in/gailphillips/Organization Management Group - https://www.managegroup.com/NARPM - https://www.narpm.org/Learn more & connect with me here:⁠Crane⁠, the private community for property management business owners.⁠My Free PM Newsletter⁠⁠RL Property Management⁠

In this episode of Peter Lohmann’s Podcast, I’m joined by DD Lee, former owner of Skyline Property Management, now Industry Liaison at PURE and President-Elect of NARPM National.DD shares her path from managing 12 personal rentals to running a 500-door PM company with a 3,000-door HOA division, and what it was really like to sell that business to PURE. We get into the emotional side of selling (“detach” became her mantra), how HOA management differs from single-family, and what she’s focused on now as NARPM transitions into its “2.0” era.If you’ve ever thought about selling your management company, navigating NARPM leadership, or just trying to scale without burning out, DD’s story will hit home.Chatpers:(00:00:00) - Intro(00:01:39) - DD’s career and background(00:03:59) - Challenges and differences in property management(00:07:40) - HOA management(00:10:10) - NARPM involvement and designations(00:12:57) - Sponsor - PropertyManagement.com(00:14:53) - NARPM leadership and election process(00:17:18) - NARPM 2.0 and organizational changes(00:25:32) - Comparing small business to NARPM(00:30:50) - Continuing education and licensing challenges(00:32:14) - Sponsor - Rentvine(00:33:35) - The emotional journey of selling a property management company(00:38:26) - Detachment and transitioning after the sale(00:42:23) - Advice for selling your property management business(00:45:40) - Finding purpose post-sale(00:48:43) - Working with Pure and future plans(01:00:00) - Conclusion and final thoughtsLearn more and connect with DD here: PURE Property Management - ⁠https://www.purepm.co/⁠DD on LinkedIn - ⁠https://www.linkedin.com/in/ddlee-purepm/⁠Learn more & connect with me here:⁠Crane⁠, the private community for property management business owners.⁠My Free PM Newsletter⁠⁠RL Property Management⁠ 

PropertyManagement.com’s “Top 100” list is coming! Apply before 11/30/2025 to get verified, build credibility, and win your market: https://propertymanagement.com/verificationIn this episode of Peter Lohmann’s Podcast, I sit down with Matt Speer of PropertyManagement.com (yes, greatest domain ever) to unpack their “TrueMatch” score, or what Matt calls the “Carfax of property management.” We talk about why credibility is the new currency, how AI search like ChatGPT and Google’s AI Overviews are changing local lead flow, and what it takes to get your company verified without paying a dime. Matt also reveals new details on their Top 100 Property Managers campaign.Here’s what we go deep on:🔎 How the TrueMatch scoring model works by looking at performance, trust, experience, and verification🤖 The AI search shift and why zero-click results are pulling away the “best property manager in [city]” leads that used to land on your site✅ How verified profiles and owner survey data can help you close faster and keep more clients🚫 Why PropertyManagement.com refuses to be a pay-to-play lead gen marketplace and what their actual monetization looks like🌍 If you’re in multiple markets, how the system creates city-specific scores instead of lumping you under one grade.Want your spot on the Top 100? Apply and get verified for free before 11/30/2025: https://propertymanagement.com/verificationProgramming note: This is a mid-season sponsored podcast special with PropertyManagement.com. I accepted support to take a deeper look at their platform, but the conversation, opinions, and questions are my own.⏱️ Chapters00:00 – Intro01:27 – What is PropertyManagement.com?02:58 – The vision behind PropertyManagement.com04:16 – Building trust in property management08:01 – Navigating the AI search era19:26 – Matt’s journey and industry insights26:49 – Verified performance data32:11 – Monetization strategy and AI search37:35 – Top 100 property managers list40:44 – Balancing integrity and business growth44:49 – Handling large property management companies49:10 – Credibility platform: A new category51:37 – Conclusion and call to actionResources for Property Managers & Real Estate EntrepreneursCrane – Private PM Owner Community → Join a private network of property management owners and operators: https://joincrane.co/Free Weekly Newsletter → Property management insights, strategies, and industry updates direct to your inbox: https://peter.beehiiv.com/subscribeRL Property Management → Learn more about Peter’s company and services in Columbus, Ohio: https://rlpmg.com/

In this episode of Peter Lohmann’s Podcast, I sit down with my mom, Susan Lohmann, who spent nearly 50 years building a career in the horse business: running farms, teaching lessons, and judging competitions.We talk about what it takes to manage barns (and difficult customers), the surprising parallels between horse boarding and property management, and what really happens when a client stops paying board (spoiler: yes, you can evict a horse).If you care about small business lessons, negotiation tactics, or building a career around passion, you’ll enjoy this conversation.00:00 – Intro02:04 – Susan’s background and career06:32 – Dealing with difficult customers12:13 – Sponsor – The Elevate Sales Kickoff Event13:34 – Susan’s experiences as a woman working in business20:04 – Firing customers24:18 – Unethical behavior in the industry29:59 – Learning the industry33:28 – Sponsor – Nutiliti34:53 – How the lack of technology affected industry collaboration36:59 – The power of work ethic39:50 – Restarting a business 3 times over44:32 – Raising children while working from home50:50 – Negotiation advice55:06 – Passing on the entrepreneurial spirit to your kids56:46 – Building niche skillsets and knowledge1:00:30 – Advice for parents with kids wanting to get involved in horse riding.Connect with SusanLearn more & connect with me here:⁠Crane⁠⁠, the private community for property management business owners.⁠⁠My Free PM Newsletter⁠⁠⁠⁠RL Property Management⁠⁠ 

In this episode, I sit down with Tollie Brown, Principal at Mainsail Partners and board member at Rentvine.We talk about why Mainsail, a $4B growth equity firm, invested $74M into Rentvine, and what that means for property managers. Tollie breaks down the differences between venture capital, private equity, and growth equity, and why those distinctions matter when choosing software.We also cover what makes PropTech appealing to investors, why trust matters as much as features, and how AI, integrations, and consolidation are shaping the future of property management software.(00:00:00) - Intro (00:01:32) - Tollie’s background and career (00:02:36) - Mainsail’s investment in Rentvine (00:07:03) - The importance of a technical co-founder when investing in SaaS companies (00:08:38) - Mainsail & growth equity firms (00:11:51) - What customers can expect from companies that take growth equity (00:14:38) - What makes PM interesting to growth equity firms (00:16:12) - Sponsor - RentEngine (00:18:09) - Why Rentvine was so interesting to Mainsail (00:23:25) - Risks and downsides for the PM industry (00:25:48) - What causes PMs to switch software providers? (00:32:32) - Founder reception to growth equity (00:35:01) - Sponsor - Crane (00:36:25) - Predictions for the industry (00:39:50) - The pressure on vendors to do more and charge less with technology (00:43:41) - Integration vs. consolidation (00:46:44) - The future of Mainsail (00:49:04) - Advice for folks getting into the equity side of business (00:51:27) - Get in touchLearn more and connect with Tollie here: ⁠Mainsail Partners⁠⁠Tollie on LinkedIn⁠Learn more & connect with me here:Crane⁠, the private community for property management business owners.⁠My Free PM Newsletter⁠⁠RL Property Management⁠ 

In this episode of Peter Lohmann’s Podcast, I sit down with Valeria (“Val”) Urcuyo - VP of Operations at Appliance Repair Professionals, a nationwide appliance repair company serving property managers in 40+ states.Based in Nicaragua, Val runs the business remotely, coordinating hundreds of subcontractors and thousands of repair jobs each month. We talk about how she makes this model work without a U.S. office, the shortage of appliance techs, and why some vendors inflate diagnostic fees. Val also shares how her team vets technicians, the repair-vs-replace math, and her candid take on appliance obsolescence.On leadership, Val explains how she earned the trust of the company’s owners, lessons from her mom’s Taco Bell career, and the hard calls that come with scaling a business nationwide.If you’re in property management and juggling vendor relationships, repair costs, or company culture, Val’s story is packed with takeaways.Episode Chapters00:00 – Intro02:03 – Val’s background and company overview04:22 – Running a U.S. company from Nicaragua09:20 – Challenges and strategies in appliance repair16:46 – Sponsor: Utility Profit18:21 – Expanding services and industry insights22:01 – Pricing models and property management35:41 – Factors influencing repair decisions36:40 – Customer communication and empowerment39:01 – Sponsor: Crane40:29 – Planned obsolescence in appliances43:38 – Val’s journey and leadership insights52:38 – Scaling challenges and lessons1:03:46 – Team building and company culture1:06:24 – Conclusion and contact infoLearn more and connect with Valeria here: Valeria on LinkedInThe Appliance Repair ProfessionalsLearn more & connect with me here:⁠⁠Crane⁠⁠, the private community for property management business owners.⁠My Free PM Newsletter⁠⁠RL Property Management⁠⁠ 

In this episode of Peter Lohmann’s Podcast, I’m joined by Joni Wolfswinkel - owner of two Real Property Management franchises (2,300+ doors) and founder of True Work Logistics, a global talent placement agency.Episode Chapters:00:00 – Intro02:22 – Joni’s background & career in property management07:30 – Launching a global talent placement agency13:26 – Overcoming business plateaus15:10 – Property management goals16:02 – Sponsor: Crane17:27 – Acquisition strategies in PM18:26 – On the PM conference circuit19:36 – Industry observations over the past year23:38 – Owning & running a plumbing company27:00 – Personal vision & goals beyond business28:47 – The reality of working with your spouse31:30 – Sponsor: AppFolio33:10 – Content creation & branding40:36 – Where Joni’s focus is today47:38 – Teaching kids about wealthJoni walks us through her journey from knocking on pre-foreclosure doors to scaling multiple businesses. We dig into the plateaus every PM entrepreneur hits, what it takes to break through 500–1,000 doors, and why acquisitions often beat organic growth. She also shares lessons from running a plumbing company (spoiler: never again), the reality of working with your spouse, and how she’s shifted focus toward family, vision, and building generational wealth.If you’re a property management operator or entrepreneur thinking about scaling, hiring globally, or balancing work with family, you’ll find Joni’s story both practical and inspiring.Learn more & connect with me here:⁠Crane⁠, the private community for property management business owners.⁠My Free PM Newsletter⁠⁠RL Property Management⁠ Learn more and connect with Joni here: Website: True Work Logistics - True Work LogisticsJoni’s Podcast: Inside the Wolf's Den Podcast | EpisodesFacebook- Joni M WolfswinkelInstagram: JonimwolfLinkedin: Joni Wolfswinkel

In this episode of Peter Lohmann’s Podcast, I’m joined by Ginny Wood, former COO at LeadSimple and an experienced fractional COO who has guided multiple high-growth businesses through transformation and scaling.Ginny shares her career journey from early days as a programmer to becoming a trusted operational leader in PropTech and beyond. We explore how she approaches stepping into companies mid-stream, the importance of building a culture of speed, and what leaders should know about property manager blind spots. Ginny also opens up about taking a mid-career sabbatical, turning off the inner critic, and how EOS continues to shape business leadership today.If you’re a property management entrepreneur, real estate operator, or business owner looking to find the right #2 or explore fractional COO options, this conversation delivers practical insights and inspiration.00:00 – Intro02:17 – Ginny’s background and career11:39 – Where to start as a fractional COO16:36 – Sponsor: Julian Calvo (watch this)18:05 – Inspiring a culture of speed26:54 – Taking a mid-career sabbatical32:43 – Knowing when it’s time to move on36:51 – Sponsor: Crane38:15 – Property manager blind spots44:01 – Feedback and hard conversations52:33 – Turning off your inner critic57:33 – EOS1:00:58 – How to find a great #21:05:11 – Fractional COO options for property management companiesContact Ginny:Ginny on LinkedInHoffman InstituteThe Rise of the COO – Harvard Business ReviewContact Peter:Crane – Private PM Owner CommunityFree PM Newsletter RL Property Management

Deb Newell has worked with some of the largest property management operators in the U.S., helping them streamline operations, scale sustainably, and prepare for mergers, acquisitions, and exits. With over two decades of experience, Deb shares how she helps real estate businesses focus on people, process, and technology to achieve growth and long-term success.In this conversation with Peter Lohmann, Deb opens up about her career journey, the why behind business ownership, and how companies can get ready to sell (or scale) without making common structural mistakes. She also shares wild stories from the consulting world and dives into how mindset and leadership shape a business’s trajectory.👉 If you’re a property management entrepreneur, real estate investor, or business owner planning for growth or sale, this episode delivers actionable insights from one of the industry’s top consultants.Episode Guide:00:00 – Intro01:35 – Deb’s career and background08:26 – The why behind business ownership12:56 – Selling a property management business16:22 - Sponsor - Rentvine17:45 – Deb’s consulting work23:35 – Crazy stories from consulting owners38:03 - Sponsor - Enterprise Bank & Trust39:36 – Mindset shifts for growth50:24 – Establishing roles in your business57:12 – Preparing to sell your business01:01:40 – Pros and cons of hiring a consultant🔗 Connect with Peter: joincrane.co | Free PM Newsletter | RL Property Management🔗 Connect with Deb NewellLinkedIn | Real-Time Consulting Services

In this episode, Peter Lohmann talks with Binsi Das, Managing Director at Sagan Passport, about her incredible journey from virtual assistant to executive leader. Together they unpack what most American business owners get wrong when hiring global talent—and what it actually takes to build high-performing remote teams.Binsi shares candid insights about communication challenges, cultural barriers, and the overlooked importance of mentorship and context. She also explains why the key to success isn’t “finding your Binsi”… it’s building one.Whether you’ve worked with remote team members or you’re just starting to explore it, this is a must-listen conversation for anyone leading in today’s global workforce.Timestamps:03:12 – Binsi’s background & early career10:22 – Scaling global talent with Sagan Passport18:00 - Sponsor: Appfolio19:38 – What great global employers do differently24:59 – Using ChatGPT for leadership feedback27:31 – Recruiting talent through content34:39 - Sponsor: EZ Repair Hotline36:24 – Sagan’s internal content challenge39:49 – Building teams (and assistants) from scratch44:07 – Cross-cultural communication50:03 – Supporting remote team members effectively57:05 – Navigating accent bias in hiringLearn more & connect with Peter here:⁠Crane⁠, the private community for property management business owners.⁠My Free PM Newsletter⁠⁠RL Property Management⁠Learn more and connect with Binsi here: Binsi on LinkedInThe content of this podcast is for informational purposes only and does not constitute professional advice. I may have consulting agreements with, or financial interests in, companies mentioned in this podcast. Additionally, some of the links included may be affiliate links, meaning I may earn a commission if you purchase through these links. Always perform your own due diligence before making any financial or business decisions.

What separates a good operator from a great one?In this episode, Peter talks with Cathy Gainer, a strategic coach and former RL Property Management team member, about the mindset, discipline, and decision-making skills that define high-performing operators. Cathy shares lessons from her time inside the business, what she’s learned from coaching other leaders, and how great #2s support founders in meaningful ways.They also explore mindset training, leadership blind spots, and what most owners get wrong when trying to scale a property management business.⏱️ Timecodes00:00:00 – Intro00:02:20 – Cathy’s background and career00:06:17 – What is PM like relative to other industries?00:10:13 – Cathy’s first impressions of RLPM00:17:56 – Sponsor: MX Summit00:19:20 – Peter’s first “Crane break”00:26:45 – The desire to be a great #200:31:15 – Mindset training00:35:58 – Sponsor: CRANE00:42:04 – Cathy’s reflections on semi-retirement00:50:24 – What are the most common mistakes you see owners and operators making?🔗 Connect with Peter:Crane – Private PM Owner CommunityFree PM NewsletterRL Property Management🔗 Connect with Cathy Gainer:LinkedIn__The content of this podcast is for informational purposes only and does not constitute professional advice. I may have consulting agreements with, or financial interests in, companies mentioned in this podcast. Additionally, some of the links included may be affiliate links, meaning I may earn a commission if you purchase through these links. Always perform your own due diligence before making any financial or business decisions.

In this episode, I am joined by Dr. Julie Gurner, Executive Performance Coach.Dr. Julie Gurner is a doctor of psychology and executive performance coach compared to Wendy Rhoades from 'Billions' by The Wall Street Journal. She provides high level coaching services and is the founder of the Ultra Successful Newsletter on Substack.We discuss:(00:00:00) - Intro(00:03:09) - Mindset advantages over technical/soft skills(00:05:43) - Cultivating a mindset of belief in yourself(00:07:52) - Dealing with Failure(00:15:57) - Sponsor: MX Summit(00:17:21) - The importance of your environment on your mindset(00:23:21) - Discipline in routine(00:27:12) - The moral component behind delegating work(00:29:41) - Balancing ambition with satisfaction(00:33:05) - Sponsor: Fyxed.com(00:35:29) - Composing a vision of your future self(00:38:59) - Celebrating your wins(00:42:57) - The process of working with Dr. Gurner(00:52:14) - The fallacy of Stoicism(00:58:10) - How high-performers wind down their dayLearn more & connect with me here:⁠Crane⁠, the private community for property management business owners.⁠My Free PM Newsletter⁠⁠RL Property Management⁠Learn more and connect with Dr. Gurner here: Dr. Gurner on XDr. Gurner’s Newsletter - Ultra Successful: https://drgurner.substack.com/DrGurner.comThe content of this podcast is for informational purposes only and does not constitute professional advice. I may have consulting agreements with, or financial interests in, companies mentioned in this podcast. Additionally, some of the links included may be affiliate links, meaning I may earn a commission if you purchase through these links. Always perform your own due diligence before making any financial or business decisions.

In this episode, I am joined by Taylor Haas, President of Colorado Realty and Property Management, Inc.We discuss:(00:00:00) - Intro (00:01:20) - Colorado Realty & Property Management’s company structure (00:05:36) - Phone systems (00:08:51) - The origins of the business and Taylor’s career (00:09:52) - Having multiple offices in one city (00:13:45) - Sponsor - Appfolio’s FutuRE Conference (00:15:21) - Content marketing (00:17:52) - Taylor’s YouTube approach (00:21:28) - Lease-only and home warranty strategies (00:27:09) - Taylor’s journey in sales (00:31:14) - Sponsor - Property Meld (00:32:45) - Shifting owner priorities (00:34:13) - Willingness to switch software vendors (00:37:11) - Controversial opinions about PM (00:41:00) - How to keep churn down (00:47:10) - Taking on partners (00:49:18) - Market expansion (00:50:33) - How to relax and unplug in this industryLearn more & connect with me here:⁠Crane⁠, the private community for property management business owners.⁠My Free PM Newsletter⁠⁠RL Property Management⁠Learn more and connect with Taylor here: Colorado Realty & Property ManagementTaylor on LinkedInThe content of this podcast is for informational purposes only and does not constitute professional advice. I may have consulting agreements with, or financial interests in, companies mentioned in this podcast. Additionally, some of the links included may be affiliate links, meaning I may earn a commission if you purchase through these links. Always perform your own due diligence before making any financial or business decisions.

In this episode, I am joined by Jon Matzner. We discuss our new podcast, called Lazy Leverage!   We discuss: (00:00:00) - Intro (00:01:08) - Updates and announcements (00:03:28) - Introducing Lazy Leverage (00:06:55) - Twitter/X (00:20:31) - The Email disagreement (00:28:37) -Tool Recommendations Building your own yacht article: https://mailchi.mp/e2d02a4dcc8a/creating-your-own-yacht   ⁠Listen to the Lazy Leverage Podcast ⁠PLAUD.ai Learn more & connect with me here: ⁠Crane⁠, the private community for property management business owners. ⁠My Free PM Newsletter⁠ ⁠RL Property Management⁠ Learn more and connect with Jon here: Jon on X   The content of this podcast is for informational purposes only and does not constitute professional advice. I may have consulting agreements with, or financial interests in, companies mentioned in this podcast. Additionally, some of the links included may be affiliate links, meaning I may earn a commission if you purchase through these links. Always perform your own due diligence before making any financial or business decisions.

In this episode, I am joined by Kyle Triplett, SVP of Product at Appfolio.   We discuss: (00:00:00) - Intro (00:01:45) - Kyle’s background and career (00:07:37) - Appfolio’s approach to shipping fast and often (00:11:49) - Sponsor - Appfolio (00:13:22) - Why is the SMB space so attractive to Appfolio? (00:18:01) - What are some features or products that many folks aren’t aware of? (00:22:20) - FolioSpace (00:24:20) - Sponsor - Property Meld (00:25:39) - Where are we headed with AI? (00:35:26) - How do you know when a new product is ready for release? (00:40:16) - What caused Stack to get momentum and come to market? (00:44:18) - How do you evaluate core values?   Learn more & connect with me here: ⁠Crane⁠, the private community for property management business owners. ⁠My Free PM Newsletter⁠ ⁠RL Property Management⁠ Learn more and connect with Kyle here: Kyle on LinkedIn Appfolio The content of this podcast is for informational purposes only and does not constitute professional advice. I may have consulting agreements with, or financial interests in, companies mentioned in this podcast. Additionally, some of the links included may be affiliate links, meaning I may earn a commission if you purchase through these links. Always perform your own due diligence before making any financial or business decisions.

In this episode, I am joined by John Wilson, CEO of Wilson Plumbing & Heating   We discuss: (00:00:00) - Intro (00:03:00) - John’s career and background (00:14:33) - How have you structured your organization? (00:20:26) - Sponsor - Rentvine (00:21:52) - What’s your position on EOS? (00:24:37) - Optimizing phone strategies (00:35:00) - Developing an AI receptionist (00:41:02) - Sponsor - PlanOmatic (00:42:15) - Applying the theory of constraints as an owner (00:56:01) - Where is all of your marketing spending going?   Learn more & connect with me here: ⁠Crane⁠, the private community for property management business owners. ⁠My Free PM Newsletter⁠ ⁠RL Property Management⁠ Learn more and connect with John here: Owned & Operated The Owned and Operated Podcast John on LinkedIn The content of this podcast is for informational purposes only and does not constitute professional advice. I may have consulting agreements with, or financial interests in, companies mentioned in this podcast. Additionally, some of the links included may be affiliate links, meaning I may earn a commission if you purchase through these links. Always perform your own due diligence before making any financial or business decisions.

In this episode, I am joined by Charles Riska, Senior Vice President at Associa We discuss: (00:00:00) - Intro (00:01:45) - Charles’ career and background (00:03:38) - What makes Rhome different from other groups in the industry? (00:12:24) - Property Manager brand value (00:16:52) - Sponsor - Second Nature (00:18:29) - Keeping people incentivized (000:24:06) - What are the most important metrics to understand the success of an acquisition? (00:28:16) - Sponsor - Rentvine (00:29:42) - What are some tangible steps to maximize the value of a company if someone is looking to sell? (00:42:15) - How has M&A in property management changed over the last 6 months? (00:47:15) - What considerations should an owner have when selling their business? (00:51:20) - Scaling and growth Learn more & connect with me here: ⁠Crane⁠, the private community for property management business owners. ⁠My Free PM Newsletter⁠ ⁠RL Property Management⁠ Learn more and connect with Charles here: Associa Rhome Charles on LinkedIn The content of this podcast is for informational purposes only and does not constitute professional advice. I may have consulting agreements with, or financial interests in, companies mentioned in this podcast. Additionally, some of the links included may be affiliate links, meaning I may earn a commission if you purchase through these links. Always perform your own due diligence before making any financial or business decisions.