RealDealChat / Lessons from Real Estate Investors

Learn how cost segregation helps real estate investors save thousands in taxes. In this video, Gian Pazzia of KBKG breaks down how bonus depreciation, 1031 exchanges, and other real estate tax strategies can accelerate your wealth-building plan.In this episode of RealDealChat, Jack Hoss interviews Gian Pazzia, CCSP and President of KBKG — creators of CostSegregation.com — to uncover how investors use cost segregation studies to maximize deductions, reduce taxable income, and boost passive income from real estate.They cover when cost segregation makes sense, how to combine it with bonus depreciation, and why 1031 exchanges are still one of the best tools for scaling your real estate investing business.Key takeaways from this video:What is cost segregation and how it works for real estate investorsHow to save up to $40,000 in taxes using cost segregation studiesWhen to apply cost segregation vs a 1031 exchangeHow bonus depreciation impacts passive income strategiesThe truth about tax recapture and proactive planningWhy certified CCSP professionals matter for IRS compliance📌 Try the DIY cost segregation software at CostSegregation.com — use code MASTERMIND2025 for 10% off.💡 Want to scale your real estate investing with AI and automation?Get started at https://realdealcrew.com.Timestamps00:00 – Meet Gian Pazzia & what cost segregation really means01:00 – How DIY cost segregation software helps small investors03:00 – Real-world example: $100K property → $54K first-year deduction05:00 – When cost segregation makes sense (and when it doesn’t)07:00 – 1031 exchanges, bonus depreciation & recapture explained09:00 – Passive investors: how to offset income correctly11:00 – Real estate professional rules & spouse strategies12:00 – Energy efficiency credits (45L & 179D) worth up to $5/sq ft15:00 – Why you must use certified CCSP firms17:00 – Case study: IRS audit success using KBKG’s software19:00 – Bonus depreciation returns to 100% under new tax law21:00 – Why AI is revolutionizing cost segregation24:00 – Short-term rental loophole & 100-hour rule27:00 – Estate planning: use it or lose it strategy for older investors29:00 – Rapid fire: lies, advice, book picks & time-saving tools#CostSegregation #RealEstateInvesting #TaxStrategy #BonusDepreciation #1031Exchange #PassiveIncome #RealDealChat #GianPazzia #KBKG #TaxPlanning #EstatePlanning #AIInRealEstate #RealEstateAccounting #DIYCostSeg #GenerationalWealth #ShortTermRentalLoopholeRealDealCrew.comWe empower real estate investors by optimizing your business processes through customized automation and system integration. From lead management to deal closure, we help you build a scalable and efficient operation. Learn more at RealDealCrew.comLIKE • SHARE • JOIN • REVIEWWebsiteApple Podcastsa...

George Dimov, CPA, shares the biggest tax mistakes real estate investors make, why proactive planning matters, and how to build smarter portfolios.In this episode of RealDealChat, Jack sits down with George Dimov, CPA and founder of DimovTax.com, to discuss proactive tax planning, common mistakes investors make, and why accounting + real estate go hand in hand.George shares his journey from immigrant beginnings to building a tax practice that serves thousands of clients nationwide. He explains why he invests heavily in real estate himself, how tax strategies like cost segregation and 1031 exchanges really work, and why many accountants fail to guide clients beyond tax season.Here’s what you’ll learn in this conversation:The biggest lie real estate investors tell themselves about appreciationWhy many accountants don’t help with tax planning year-roundCommon investor mistakes: emotional purchases & ignoring due diligenceHow CPAs view real estate vs other asset classesThe hidden risks of ignoring property management in rentalsWhy proactive planning in July beats rushing in AprilThree underutilized tax strategies for small business owners & investorsThe truth about short-term rentals, real estate professional status & auditsHow to pick the right business structure (LLC, S-Corp, C-Corp)Why AI won’t replace accountants but will make relationships more important📌 Learn more at DimovTax.com💡 Want help scaling your real estate business with AI and automation?Schedule your free strategy session today: https://realdealcrew.comCall to Action:Learn more at https://realdealcrew.comTimestamps00:00 – Why accountants love real estate as an asset class01:00 – George’s background & immigrant story03:00 – From back-office accounting to CPA entrepreneur04:00 – Why real estate was his first personal investment06:00 – The conservative nature of accountants & real estate investing07:00 – Biggest challenges: property management & finding reliable help08:00 – Common investor tax challenges explained10:00 – Why most clients wait until tax season (and why that’s too late)12:00 – Inside scoop: why many accountants don’t do planning14:00 – The Go-Giver mindset & educating clients proactively16:00 – Three underutilized tax strategies for business owners19:00 – Balancing tax savings vs audit risk21:00 – Short-term rentals & real estate professional rules23:00 – Why most tax tips on social media are dangerous24:00 – The importance of licensed pros with real estate expertise25:00 – George’s biggest business mistake & lessons learned28:00 – AI vs accountants: why human touch matters more than ever30:00 – Rapid fire: lies, advice, books & time-saving tools#RealEstateInvesting #TaxStrategy #CPAAdvice #DimovTax #RealEstateTaxes #PassiveIncome #RealDealChat #CostSegregation #1031Exchange #ShortTermRentals #BusinessStructure #ProactiveTaxPlanning #RealEstateAccounting #GenerationalWealth #AIAndAccountingRealDealCrew.comWe empower real estate investors by optimizing your business processes through customized automation and system integration. From lead management to deal closure, we help you build a scalable and efficient operation. Learn more at...

Katie Kim shares how she turned a $50K bakery investment into a $5.5M project, scaled her family business, and now teaches others to develop smarter.In this episode of RealDealChat, Jack sits down with Katie Kim, real estate developer, CCIM, and founder of The Kim Group, to talk about her journey from growing up in a construction family to leading multimillion-dollar development projects.Katie reveals how she turned a $50K bakery investment into a $5.5M project, why scars and setbacks led her to get her CCIM designation, and how she now teaches aspiring developers to avoid costly mistakes through her Real Estate Developer 101 Bootcamp.She also shares why negotiations are where the real fun happens, how to build resilient teams, and why she believes in “AI-enhanced, human-powered” real estate.Here’s what you’ll learn in this conversation:How Katie got her start in real estate at 16 with a no-money-down dealLessons from running her family development company & launching The Kim GroupHow a $50K bakery project became a $5.5M development with incentivesCreative financing strategies beyond seller financing & down paymentsWhy failure and scars often teach more than winsThe role of mindset, grit, and negotiation in getting real deals doneWhy short selling during 2008 motivated her to become a CCIMHow to build partnerships and choose the right team membersTips for leadership: “Don’t bring me problems without 3 solutions”How AI, Airtable, and automations are transforming development todayWhy Katie believes in “fail faster” and taking reps in real estate📌 Learn more and register for Katie’s bootcamp at KatieKim.com💡 Want help scaling your real estate business with AI and automation?Schedule your free strategy session today: https://realdealcrew.comCall to Action:Learn more at https://realdealcrew.comTimestamps00:00 – Negotiation & why scars teach more than strategy01:00 – Katie’s upcoming Real Estate Developer Bootcamp (Oct 10)02:00 – How she helps business owners become “bankable”03:00 – First deal at 16: no money down, tax strategy play05:00 – Detour into tech: Accenture & Oracle before returning to real estate07:00 – Launching The Kim Group in 2015 & helping developers nationwide09:00 – The $50K → $5.5M bakery project explained12:00 – Creative financing with incentives, TIFs & sales tax reimbursement15:00 – Stress testing businesses before expansion17:00 – Lessons from 2008–2009 downturn & short selling condos18:00 – Why she pursued CCIM for education & deal protection20:00 – Building teams & picking the right partners23:00 – Leadership lessons: “bad news is bad news—share it fast”25:00 – Teaching ownership & problem-solving to team members27:00 – Using AI & custom GPTs for buy boxes & JV structures30:00 – How automation & Airtable save time & boost efficiency33:00 – Why solopreneurs may become billionaires with AI36:00 – The future: AI-enhanced, human-powered real estate deals38:00 – Bootcamp attendees get custom GPTs to use immediately39:00 – Rapid fire: lies, advice, books & tools#RealEstateInvesting #RealEstateDevelopment #CreativeFinancing #KatieKim #AIInRealEstate

David Christensen shares how storytelling, mindset, and authenticity helped him sell 400+ homes, including the Breaking Bad house, and rebuild his life.In this episode of RealDealChat, Jack sits down with David Christensen (DavidChristensen.com) to discuss his extraordinary journey—from managing platinum-selling musicians and even working on Titanic research dives, to becoming a nationally recognized luxury real estate agent.David opens up about his path through addiction and recovery, and how mindset, authenticity, and service-first leadership transformed his career. He explains how storytelling is the secret weapon in real estate, why emotions drive home buying decisions, and how he landed the iconic Breaking Bad house listing in Albuquerque.Here’s what you’ll learn in this conversation:Why buyers rarely purchase the home that matches their “must-have” listHow emotions and storytelling drive real estate decisionsLessons from selling 400+ homes & building trust over transactionsThe Breaking Bad house listing: marketing, buzz & investor playbookHow sobriety and mindset shifts created long-term successScaling challenges: selling 65 homes in a year without systemsWhy AI is like an “Iron Man suit” for agents—not a replacementTips for authenticity, organization, and delegation in real estateWhy it’s never too late to start investing or rebuild your life📌 Learn more at DavidChristensen.com💡 Want help scaling your real estate business with AI and automation?Schedule your free strategy session today: https://realdealcrew.comCall to Action:Learn more at https://realdealcrew.comTimestamps00:00 – Storytelling vs selling features in real estate02:00 – From music industry & Titanic dives to luxury real estate04:00 – Addiction, recovery & mindset shift06:00 – Why emotions matter more than granite countertops08:00 – Blind spots in marketing: selling to the wrong audience10:00 – Buyers’ lists vs the homes they actually buy12:00 – Building trust & authentic client relationships14:00 – Life events behind almost every home purchase15:00 – Listing the Breaking Bad house17:00 – Marketing iconic properties vs starter homes18:00 – Advice for closing more deals: systems & delegation20:00 – Why authenticity is the ultimate differentiator21:00 – AI as the “Iron Man suit” for real estate agents22:00 – Scaling challenges: 65 homes sold in 202124:00 – Time audits & internal accountability for growth25:00 – Financial freedom as time freedom26:00 – Hope, mindset & rebuilding after dark times28:00 – Why service-first leadership creates long-term rewards29:00 – Rapid fire: lies, advice, book picks & tools#RealEstateInvesting #LuxuryRealEstate #BreakingBadHouse #StorytellingInRealEstate #RealDealChat #DavidChristensen #MindsetMatters #Authenticity #RealEstateMarketing #ResidentialRealEstate #AddictionRecovery #SobrietyJourney #RealEstateSales #AIForAgents #GenerationalWealthRealDealCrew.comWe empower real estate investors by optimizing your business processes through...

Gideon Spencer shares how he scaled from a cash-flowing fourplex to $6M in boutique hotels using automation, creative financing, and the mentor flywheel.In this episode of RealDealChat, Jack sits down with Gideon Spencer, real estate investor and founder of a new boutique hotel community, to discuss how he scaled from a fourplex short-term rental to multi-million-dollar boutique hotels in just two years.Gideon shares his origin story in tech, the family health crisis that fueled his drive for automated wealth, and how he uses systems, teams, and creative financing to scale fast. He also explains his “mentor flywheel” strategy for networking and deal flow—responsible for acquiring $6.5M in real estate.Here’s what you’ll learn in this conversation:How to turn a fourplex into a cash-printing short-term rental businessThe tech automations that make boutique hotels nearly hands-offWhat defines a boutique hotel & why travelers prefer themHow to find asymmetric return markets (better in bad times)The baby boomer “silver tsunami” fueling hotel opportunitiesWhy mom-and-pop hotel owners are the best sellersCase studies: $300 water valve fix = $600K in valueThe most expensive lesson: permitting delays in CaliforniaWhy “never pay someone to do what you could do yourself” is bad adviceThe mentor flywheel: building relationships that lead to dealsWhy creative financing (seller financing, sub-to, private money) is key📌 Follow Gideon on Instagram: @GideonSpencer📌 Learn more about joining his boutique hotel community via DM💡 Want help scaling your real estate business with AI and automation?Schedule your free strategy session today: https://realdealcrew.comCall to Action:Learn more at https://realdealcrew.comTimestamps00:00 – From tech to real estate: Gideon’s fourplex short-term rental02:00 – Family health crisis & motivation for automated wealth04:00 – Pivot to boutique hotels & scaling with systems06:00 – Automating hotels: check-in, cleaning, guest codes & more08:00 – What makes a hotel “boutique”?10:00 – Tech lessons from startups applied to real estate12:00 – Selecting markets with asymmetric returns14:00 – Value-add opportunities: pricing, OTAs, small fixes16:00 – Building the right team & interviewing for high-leverage roles18:00 – Creative financing: seller finance, sub-to, private money20:00 – Market outlook: baby boomers, silver tsunami & Airbnb regulation23:00 – Most expensive lesson: permitting delays in CA25:00 – Biggest ROI from $300 fixes to pricing changes28:00 – Bad advice: “never pay someone to do what you can do”29:00 – Networking strategies: meetups, social, communities31:00 – The mentor flywheel explained33:00 – Future plans: stabilizing portfolio & community acquisitions35:00 – Rapid fire: lies, advice, books & tools#RealEstateInvesting #BoutiqueHotels #ShortTermRentals #HotelInvesting #CreativeFinancing #PassiveIncome #Automation #MicroResorts #RealDealChat #GideonSpencer #MentorFlywheel #AsymmetricReturns #RecessionResistant #VacationRentals #SilverTsunamiRealDealCrew.comWe empower real estate investors by optimizing your business processes through...

Mark Ainley shares his journey from BRRRRs to running GC Realty, scaling property management in Chicago, and lessons from 20+ years in real estate.In this episode of RealDealChat, Jack sits down with Mark Ainley, co-founder of GC Realty & Development, co-host of Straight Up Chicago Investor Podcast, and long-time property manager and investor.Mark shares how he transitioned from house hacking and BRRRR deals to running one of Chicago’s largest property management firms. He explains why property management is often overlooked, how to avoid common investor mistakes, and why focus and systems (like EOS) have been crucial for scaling.Here’s what you’ll learn in this conversation:How a condo house hack sparked Mark’s real estate careerThe story of founding GC Realty & continuing after tragedyLessons from doing 482 BRRRR deals between 2008–2010Why focus beats chasing shiny objects in real estateCritical mistakes: not hiring fast enough, skipping processesThe role of property management in investor successWhy alignment between landlords & managers mattersChicago-specific challenges: red tape, property taxes, regulationsWhy C/D class investing creates 9x more “touches” than A/B classThe growth of Straight Up Chicago Investor Podcast & power of community📌 Learn more at GCRealtyInc.com🎧 Check out the Straight Up Chicago Investor Podcast at StraightUpChicagoInvestor.com💡 Want help scaling your real estate business with AI and automation?Schedule your free strategy session today: https://realdealcrew.comTimestamps00:00 – Mark’s “aha moment” with house hacking01:00 – Founding GC Realty & continuing after tragedy03:00 – Early challenges scaling a brokerage & management business05:00 – Lessons on focus vs spreading too thin07:00 – 482 BRRRRs between 2008–201008:00 – Transitioning to property management as core business10:00 – Why most investors overlook property management12:00 – Hiring mistakes, automation & EOS implementation15:00 – Scaling GC Realty from $2.5M to $11M revenue17:00 – Aligning landlord & property manager interests18:00 – Why newer investors should self-manage at first20:00 – Chicago real estate challenges: laws, taxes, red tape22:00 – The rise of Straight Up Chicago Investor Podcast25:00 – Podcast as community builder & lead source27:00 – Investor mistakes: bad tenant screening & buying wrong28:00 – Property management as critical to long-term success29:00 – Market opportunities: Midwest housing shortages30:00 – Lessons from C/D vs A/B class investing33:00 – Final advice: don’t underestimate focus & compounding36:00 – Rapid fire: lies, advice, books & tools#RealEstateInvesting #PropertyManagement #ChicagoRealEstate #BRRRRStrategy #StraightUpChicagoInvestor #GCRealty #MarkAinley #RealDealChat #MultifamilyInvesting #PassiveIncome #ValueAddRealEstate #RealEstateSystems #EntrepreneurialOperatingSystem #PropertyManagementTips #GenerationalWealthRealDealCrew.comWe empower real estate investors by optimizing your business processes through customized automation and system integration. From lead management to deal closure, we help you build a scalable and efficient operation. Learn more at

Shawn Griffith of Kraft Capital explains why no investor should ever be passive, how to underwrite risk, and why multifamily is a long-term wealth game.In this episode of RealDealChat, Jack sits down with Shawn Griffith, managing partner at Kraft Capital Investments, to discuss the reality of multifamily investing, the dangers of being a “passive investor,” and why risk management is the cornerstone of long-term success.Shawn shares his journey from his first LP deal that tripled investor money, to building Kraft Capital with partners and launching a new flex fund. He also explains why setting goals that scare you matters, why underwriting risk is more important than chasing returns, and how investors can protect themselves in today’s market.Here’s what you’ll learn in this conversation:Why “passive investor” is the most dangerous mindset in real estateHow to vet sponsors and do your homework before wiring moneyThe three types of distress in multifamily: physical, financial & operationalWhy fixed-rate debt beats floating-rate in today’s environmentHow Kraft Capital underwrites and screens 100+ deals a yearMarket trends: flat rent growth, rising insurance, taxes & payroll costsWhy Dallas-Fort Worth and the Mid-Cities area remain strong marketsHow EOS (Entrepreneurial Operating System) helps scale their firmWhy partnerships and transparency are critical for investor trustActionable advice: how to evaluate risk vs reward before investing📌 Learn more at KraftCapitalInvestments.com💡 Want help scaling your real estate business with AI and automation?Schedule your free strategy session today: https://realdealcrew.comCall to Action:Learn more at https://realdealcrew.comTimestamps00:00 – Why goals should scare you01:00 – Shawn’s journey: LP investor → GP syndicator → Kraft Capital03:00 – Building a firm with partners & scaling with EOS05:00 – Core principles: never run out of money06:00 – Why “passive investor” is a dangerous myth08:00 – Case study: losing 91% equity & lessons learned10:00 – PPMs explained: risk sections investors must read11:00 – Kraft Capital’s deal screening process13:00 – Why most sellers today are distressed14:00 – The three types of distress in multifamily15:00 – Market trends: rent growth flat, expenses rising16:00 – Insurance, taxes & payroll as biggest expense drivers17:00 – Risks in heavy value-add rehabs18:00 – Importance of transparency with investors20:00 – Favorite success story: first 64-unit deal with 3.5x return21:00 – Advice to new investors: start now, real estate is a long game22:00 – How to decide how much to invest (risk tolerance test)23:00 – Why doing what the 99% don’t is the path to wealth24:00 – Current projects: flex fund, triple net & alternative assets25:00 – Risk vs reward: how to evaluate opportunity cost27:00 – Rapid fire: lies, advice, books & tools#RealEstateInvesting #MultifamilyInvesting #PassiveIncomeMyth #KraftCapital #ShawnGriffith #SyndicationInvesting #RealDealChat #RiskManagement #DFWRealEstate #ValueAddInvesting #PassiveInvestorTips #FinancialFreedom #AlternativeInvestments #EntrepreneurialOperatingSystem #RealEstateFundsRealDealCrew.comWe empower real estate investors...

Henry Yoshida of Rocket Dollar explains how to use IRAs for real estate, crypto, and private deals—unlocking $18T in retirement funds for alternatives.In this episode of RealDealChat, Jack sits down with Henry Yoshida, co-founder & CEO of Rocket Dollar (a subsidiary of Retired.com), to explore how investors can unlock the power of retirement accounts for real estate, crypto, and private investments.Henry shares his journey from financial advisor to wealth-tech entrepreneur, building platforms that custody over $12B in assets. He explains why traditional advisors rarely mention self-directed IRAs, how Rocket Dollar makes alternative investing as simple as wiring money, and what rules you must follow to stay compliant.Here’s what you’ll learn in this conversation:Why 98% of IRA money is still stuck in public stocks & bondsThe truth about “self-directed IRAs” and how they actually workThe only two things you cannot invest in with IRA dollarsHow to buy real estate (single family, syndications, funds) inside an IRARules around prohibited transactions & why sweat equity is riskyHow Rocket Dollar integrates bank accounts with IRAs for easy investingCrypto, private equity, and unusual investments allowed in IRAsMarket trends: why investors are seeking alternatives beyond the S&P 500The $35 trillion opportunity in retirement funds waiting to be unlockedKey tax advantages of using retirement dollars for real estate📌 Learn more at RocketDollar.com — use code REI25 for $100 off setup.💡 Want help scaling your real estate business with AI and automation?Schedule your free strategy session today: https://realdealcrew.comCall to Action:Learn more at https://realdealcrew.comTimestamps00:00 – Surprise: Crypto & real estate are allowed in IRAs01:00 – Henry Yoshida’s background in wealth-tech & financial services03:00 – Why advisors don’t talk about self-directed IRAs05:00 – Retired.com, Rocket Dollar & $12B in custody assets07:00 – What you can and can’t invest in (life insurance & collectibles only)09:00 – Why investors are moving beyond public markets11:00 – How Rocket Dollar accounts are structured & funded13:00 – Benefits of unlocking retirement dollars for alternatives15:00 – Step-by-step: setting up & funding your Rocket Dollar account18:00 – Making investments: ACH, wires & account titling19:00 – Performance examples: real estate in 2020, private credit funds21:00 – Rules: prohibited transactions, Airbnb, sweat equity limits23:00 – Property management & compliance tips25:00 – Market trends & incumbents moving into alternatives27:00 – Advice for younger investors: start small, be consistent30:00 – Book picks & personal tools Henry uses33:00 – Rapid fire: lies, advice, quotes & time savers#SelfDirectedIRA #RealEstateInvesting #RetirementFunds #PassiveIncome #RocketDollar #HenryYoshida #CryptoIRA #AlternativeInvestments #GenerationalWealth #RealDealChat #TaxAdvantagedInvesting #RetirementPlanning #InvestingInRealEstate #FinancialFreedom #PrivateEquityRealDealCrew.comWe empower real estate investors by optimizing your business processes through customized automation and system integration. From...

Patrick Pychynski reveals how to access $50K–$250K in 0% business credit, avoid high-interest traps, and become bankable for long-term success.In this episode of RealDealChat, Jack sits down with Patrick Pychynski, founder of StackingSuccess.com, to discuss how entrepreneurs and real estate investors can unlock business funding the right way.Patrick shares his journey from the U.S. Marine Corps to building businesses, struggling with cash flow, and ultimately mastering the art of business credit. He explains how his team helps investors access 0% interest funding while building a truly “bankable” business that attracts long-term financing.Here’s what you’ll learn in this conversation:Why most small businesses get denied for loans (and how to fix it)The difference between transactional funding and becoming bankableHow to access $50K–$250K in 0% interest capitalWhy 0% business credit cards don’t report to personal creditThe 3 Cs of funding: credit, cashflow, collateralThe “four legs of the table” every business needs to get bank financingWhy vendor accounts and trade lines matter more than you thinkHow to avoid shady funding companies that push high-interest debtReal investor case studies: $400K+ unlocked with the right planWhy building relationships with big banks is critical for scaling📌 Learn more and get your free business credit scan at StackingSuccess.com💡 Want help scaling your real estate business with AI and automation?Schedule your free strategy session today: https://realdealcrew.comCall to Action:Learn more at https://realdealcrew.comTimestamps00:00 – Intro: Why most business funding advice is broken01:00 – From Marine to entrepreneur & funding expert02:00 – Early lessons: $2M revenue but no credit = constant cash flow pain03:00 – How the Success Scan works & what it reveals04:00 – Unlocking $50K–$250K in 0% interest business credit06:00 – Real example: rolling 0% offers for 24 months07:00 – Why being “bankable” matters more than a one-time loan10:00 – The 3 Cs of funding: credit, cashflow, collateral12:00 – The four legs of becoming bankable explained15:00 – Trade lines & compliance: why little details get you denied17:00 – Tools: Nav.com, FairFigure, eCredable to start building19:00 – Creating comparable credit with secured loans & CDs21:00 – Common mistakes real estate investors make with credit23:00 – Turning credit into cash (without cash advance fees)24:00 – The personal credit profile of a “golden file”25:00 – Relationship banking with tier-one institutions27:00 – Myths: EIN-only credit & predatory factor rates29:00 – Investor case study: $415K unlocked in 30 days31:00 – Costs: why his program charges a flat $7K consulting fee34:00 – Final advice for new investors & entrepreneurs36:00 – Rapid fire: lies, advice, book picks & AI tools#BusinessCredit #RealEstateInvesting #Entrepreneurship #FundingTips #0PercentInterest #BecomeBankable #StackingSuccess #PatrickPychynski #RealDealChat #PassiveIncome #BusinessFunding #GenerationalWealth #AIForInvestors #CreditBuilding #RealEstateStrategyRealDealCrew.comWe empower real estate investors by optimizing your business processes through customized automation...

Michael Root shares how he builds value in Chicago multifamily, streamlines property management, and uses in-house contracting to boost efficiency.In this episode of RealDealChat, Jack sits down with Michael Root, co-founder of Root Property Group (RootPG.com), to discuss property management, multifamily acquisitions, and why Chicago remains both a challenging and rewarding market.Michael shares how his team handles everything from general contracting to property management in-house, which helps reduce costs, improve communication, and streamline renovations.Key takeaways from this conversation include:Why clear communication is the #1 challenge in property managementHow in-house contracting saves time & money vs outside vendorsThe efficiency of paying by the day vs per projectChicago’s red tape & permitting process compared to suburbsThe value of mid-market multifamily (9–12 units) alongside 60+ unit developmentsTwo types of value-add strategies: heavy vs light renovationsWhy Cook County property taxes are the biggest challenge in underwriting dealsTechnology adoption in property management & leasing tools like ShowMojo📌 Learn more at RootPG.com💡 Want help scaling your real estate business with AI and automation?Schedule your free strategy session today: https://realdealcrew.comCall to Action:Learn more at https://realdealcrew.comTimestamps00:00 – Intro to Michael Root & Root Property Group01:00 – From family business to multifamily investor02:00 – Biggest challenge: clear communication in property management03:00 – Why they brought contracting in-house05:00 – Cost savings by paying crews daily06:00 – Chicago market conditions & pricing challenges07:00 – Target acquisitions: 9–12 units + ground-up 60 units08:00 – Navigating Chicago’s red tape vs suburban permitting09:00 – Technology adoption & efficiency tools11:00 – RootPG’s buy box explained12:00 – Value-add strategies: heavy vs light renovations14:00 – Material choices & design trends over time15:00 – Market challenges: Cook County property taxes16:00 – Why Chicago remains a strong market if you know how to operate17:00 – Rapid fire: lies, advice, books & tools#RealEstateInvesting #MultifamilyInvesting #PropertyManagement #ChicagoRealEstate #ValueAddInvesting #PassiveIncome #RealDealChat #MichaelRoot #RootPropertyGroup #ForcedAppreciation #GeneralContracting #RealEstateOperations #RealEstateTechnology #ApartmentInvesting #CashFlowInvestingRealDealCrew.comWe empower real estate investors by optimizing your business processes through customized automation and system integration. From lead management to deal closure, we help you build a scalable and efficient operation. Learn more at RealDealCrew.comLIKE • SHARE • JOIN • REVIEWWebsiteApple Podcastsa...

Mikkel Thorup shares how he built an 8-figure global real estate portfolio, lives in 9 countries, and helps investors create offshore wealth strategies.In this episode of RealDealChat, Jack sits down with Mikkel Thorup, host of the Expat Money Show and founder of ExpatMoney.comMikkel shares his inspiring journey from being labeled with a “learning disability” and dropping out of school at 15, to traveling to 120+ countries, living in 9, and building an 8-figure international real estate portfolio.We cover:How to invest in pre-construction projects overseas for 30–50% appreciationWhy he prefers cash-based, expat-friendly markets like Panama & ParaguayThe risks and rewards of investing in Africa vs Latin AmericaHow to negotiate bulk deals with developers for better termsWhy Canada (and parts of the West) are “dumpster fires” for investorsHow to create a Plan B with offshore real estate, bank accounts & residenciesBuying property 100% in Bitcoin (including Panama’s first BTC real estate deal)Why El Salvador, Paraguay & Argentina are emerging opportunitiesScaling with a family office model & property management partnersThe Expat Money Summit: October 10–12, 8,000+ attendees worldwide📌 Learn more at ExpatMoney.com🎧 Listen to The Expat Money Show on all podcast platforms💡 Want help scaling your real estate business with AI and automation?Schedule your free strategy session today: https://realdealcrew.comCall to Action:Learn more at https://realdealcrew.comTimestamps00:00 – Mikkel Thorup’s story: dropout to global investor02:00 – Living in 9 countries & traveling to 120+03:00 – First investments & shift to international real estate05:00 – Building an 8-figure global portfolio07:00 – Pre-construction strategy explained09:00 – Risks in overseas projects (Africa vs Panama)11:00 – Why Paraguay & Panama are top opportunities13:00 – Working with presidents & ministers in Latin America15:00 – Why Canada is a “dumpster fire” for investors17:00 – What it means to be an expatriate & creating a Plan B20:00 – Offshore residencies, bank accounts & asset protection22:00 – Buying & selling property 100% in Bitcoin23:00 – El Salvador’s Bitcoin experiment & safety transformation25:00 – Latin America’s political & economic shift27:00 – Scaling wealth with a family office model29:00 – Expat Money Summit: what to expect32:00 – Rapid fire: lies, advice, book picks & tools#ExpatInvesting #GlobalRealEstate #OffshoreWealth #RealEstateInvesting #BitcoinRealEstate #ExpatMoney #MikkelThorup #InternationalLiving #FinancialFreedom #PlanBStrategy #PassiveIncome #AssetProtection #RealDealChat #ParaguayInvesting #PanamaRealEstateRealDealCrew.comWe empower real estate investors by optimizing your business processes through customized automation and system integration. From lead management to deal closure, we help you build a scalable and efficient operation. Learn more at RealDealCrew.comLIKE • SHARE • JOIN • REVIEWWebsite

Dedric & Krystal Polite share how they built a real estate empire, landed a Hulu TV show, and created a wealth education platform for new investors.In this episode of RealDealChat, Jack sits down with Dedric & Krystal Polite, stars of Hulu’s 50/50 Flip and founders of Polite Wealth Portal, to discuss their journey from 9–5 jobs to becoming respected real estate investors, educators, and TV personalities.The Polites share how social media led to their Hulu deal, why their motto is “doing good while doing well,” and how they built a business model that blends wealth-building with community impact. They also discuss their training programs, building a brand, and the importance of mentorship.Here’s what you’ll learn in this conversation:How Dedric & Krystal landed their Hulu show 50/50 FlipWhy flipping starter homes is more scalable than million-dollar rehabsTheir investment model: cherry-picking rentals, wholesaling, and flipsHow “doing good while doing well” drives their business valuesThe role of philanthropy and keeping housing affordableHow social media turned them into investor-educatorsThe launch of Polite Wealth Portal and lessons from mentoring studentsWhy mentorship is an investment not an expenseThe pitfalls that stop new investors from succeedingThe power of AI and automation in their business today📌 Learn more at PoliteWealthPortal.com📺 Watch 50/50 Flip on Hulu, A&E, and streaming platforms💡 Want help scaling your real estate business with AI and automation?Schedule your free strategy session today: https://realdealcrew.comCall to Action:Learn more at https://realdealcrew.comTimestamps00:00 – Core values: doing good while doing well01:00 – How Dedric & Krystal landed a Hulu show03:00 – Why they focus on starter homes, not luxury flips05:00 – The reality of flipping for TV vs real life07:00 – Investment strategy: rentals, wholesales, flips08:00 – How their TV show generates leads & brand credibility10:00 – Building community wealth & keeping rent affordable12:00 – Blending real estate with philanthropy14:00 – Long-term vision: building generational wealth16:00 – Polite Wealth Portal: why they built an education platform18:00 – How masterminds and mentors changed their business20:00 – Why education is an investment, not an expense22:00 – How they divide roles in business as a married couple25:00 – Common pitfalls students face (and how to avoid them)27:00 – Why paying for training = paying attention28:00 – Branding & documenting your journey on social media29:00 – The reality of drama in rehabs (no scripts needed!)31:00 – Rapid fire: lies, advice, book picks & tools#RealEstateInvesting #HouseFlipping #Wholesaling #PassiveIncome #GenerationalWealth #PoliteWealthPortal #5050Flip #HuluShow #DoingGoodWhileDoingWell #RealDealChat #AffordableHousing #RealEstateMentorship #FlippingHouses #RealEstateEducation #CommunityImpactRealDealCrew.comWe empower real estate investors by optimizing your business processes through customized automation and system integration. From lead management to deal closure, we help you build a scalable and efficient operation. Learn more at a...

Paul Cecil of ReAlpha shares how AI, commission rebates, and acquisitions are disrupting home buying—and what it means for buyers and investors.In this episode of RealDealChat, Jack sits down with Paul Cecil, President of ReAlpha (NASDAQ: AIRE), to discuss how his company is transforming real estate through AI and innovative business models.Paul explains how ReAlpha offers up to 80% of the buy-side commission back to buyers, why technology can make homes more affordable, and how acquisitions are helping them build an end-to-end home buying platform.Here’s what you’ll learn in this conversation:How AI assistant “Claire” helps homebuyers search, ask questions & compare propertiesWhy ReAlpha passes up to 80% of commissions back to buyersHow commission rebates can lower interest rates, fund closing costs, or even buy furnitureThe impact of the NAR lawsuit on real estate commissionsWhy 86% of renters can afford to buy (and how ReAlpha helps them get there)Current market challenges: record-high prices, aging buyers, and affordability crisisHow acquisitions in mortgage, title & tech build a seamless buyer experienceLessons from going public on NASDAQ and pivoting business modelsWhy investors should embrace tech instead of ignoring it📌 Learn more at ReAlpha.com💡 Want help scaling your real estate business with AI and automation?Schedule your free strategy session today: https://realdealcrew.comCall to Action:Learn more at https://realdealcrew.comTimestamps00:00 – Intro & ReAlpha’s mission01:00 – What ReAlpha does: end-to-end AI-driven home buying02:00 – How commission rebates put thousands back in buyers’ pockets04:00 – AI assistant “Claire” explained06:00 – Case study: veteran buyer success with commission rebate08:00 – Market trends: affordability crisis & record-high prices10:00 – Why tech can solve housing affordability11:00 – Disruption parallels: Robinhood, Schwab, travel industry12:00 – 86% of renters can afford to buy with right programs14:00 – How mortgage & closing concessions add up15:00 – ReAlpha’s acquisition strategy: mortgage, title, tech18:00 – How real estate investors can benefit19:00 – Going public on NASDAQ & raising capital22:00 – Pivot from short-term rentals to AI-driven buying24:00 – Raising money from retail investors & crowdfunding25:00 – Biggest lie: “Real estate doesn’t need tech”26:00 – Advice to younger self: stop looking for prescriptions27:00 – Book recommendation: U Squared: Quantum Leaps28:00 – AI as a personal board of directors#RealEstateInvesting #AIInRealEstate #ReAlpha #HomeBuying #CommissionRebates #PropTech #RealEstateTechnology #AffordableHousing #NASDAQ #PaulCecil #RealDealChat #PassiveIncome #RealEstateDisruption #MortgageTips #HomeBuyingMadeEasyRealDealCrew.comWe empower real estate investors by optimizing your business processes through customized automation and system integration. From lead management to deal closure, we help you build a scalable and efficient operation. Learn more at RealDealCrew.comLIKE • SHARE • JOIN • REVIEW

Brad Johnson breaks down mobile home park investing—debunking myths, sharing value-add strategies, and explaining why this asset thrives in housing crises.In this episode of RealDealChat, Jack sits down with Brad Johnson, co-founder of Vintage Funds, to discuss why mobile home parks are one of the most misunderstood—and potentially profitable—asset classes in real estate.Brad explains why one in 20 Americans lives in a mobile home, how this sector solves the affordable housing crisis, and why stigma keeps many investors out of the space. He also shares his approach to building long-term cash flow rather than chasing short-term IRRs.Here’s what you’ll learn in this conversation:Why mobile home parks still suffer from stigma (and why that’s an opportunity)The difference between “trailer parks” and manufactured housing communitiesWhy consolidation is slow and why mom-and-pop operators still dominateHow forced appreciation (or “operational alpha”) drives value in parksThe importance of seller financing and building trust with ownersTax advantages of mobile home park investing (bonus depreciation & cost seg)How professional management changes tenant experienceWhy long-term cash flow beats short-term flips in this niche📌 Learn more at VintageFunds.com💡 Want help scaling your real estate business with AI and automation?Schedule your free strategy session today: https://realdealcrew.comCall to Action:Learn more at https://realdealcrew.comTimestamps00:00 – Why mobile home parks solve the affordable housing crisis02:00 – Breaking the stigma of “trailer parks”03:00 – Consolidation trends & mom-and-pop sellers05:00 – Why cities resist new park development06:00 – From one-star to five-star parks explained07:00 – Operational alpha & forced appreciation strategies09:00 – Long-term cash flow vs quick flips10:00 – Seller financing as the best entry point12:00 – Brad’s journey into mobile home parks13:00 – Multiple income streams in mobile home parks14:00 – Tax advantages: depreciation & cost segregation16:00 – Due diligence tips for new investors18:00 – Why relationships with sellers & tenants matter20:00 – Working with communities & tenant support programs22:00 – Federal/state programs that help with improvements24:00 – Transitioning mom-and-pop parks to professional management26:00 – Why mobile home parks are vital for affordable housing27:00 – Rapid fire: lies, advice, book picks & time-saving tools#RealEstateInvesting #MobileHomeParks #AffordableHousing #PassiveIncome #CashFlowInvesting #RecessionResistant #VintageFunds #BradJohnson #RealDealChat #RealEstateFunds #ManufacturedHousing #ForcedAppreciation #TaxBenefitsRealEstate #AccreditedInvestors #LongTermCashFlowRealDealCrew.comWe empower real estate investors by optimizing your business processes through customized automation and system integration. From lead management to deal closure, we help you build a scalable and efficient operation. Learn more at RealDealCrew.comLIKE • SHARE • JOIN • REVIEWa...

Paul Moore of Wellings Capital shares lessons from losing millions, shifting into recession-resistant assets, and building a fund with 990+ investors.In this episode of RealDealChat, Jack sits down with Paul Moore, managing partner at Wellings Capital, to discuss his journey from engineering and entrepreneurship to becoming a respected commercial real estate fund manager.Paul shares the mistakes that took him from $1.5M in the bank to $2.5M in debt, and the key lessons that reshaped his investing philosophy. He breaks down why chasing shiny objects nearly destroyed his wealth, and why true success in real estate comes from focus, due diligence, and discipline.Key insights from this conversation include:The importance of avoiding risky floating rate debtWhy “it’s different this time” is the biggest lie investors tell themselvesHow Wellings Capital vets 700+ deals a year and only invests in ~5The recession-resistant power of mobile home parks & self storageValue-add strategies that force appreciation in commercial real estateWhy busy professionals should consider passive investing over DIYTrends in multifamily, retail, and office space heading into 2025Wellings Capital’s philanthropic mission to fight human trafficking📌 Learn more at WellingsCapital.com💡 Want help scaling your real estate business with AI and automation?Schedule your free strategy session today: https://realdealcrew.comCall to Action:Learn more at https://realdealcrew.comTimestamps00:00 – Paul Moore’s journey: engineer → entrepreneur → real estate02:00 – Losing millions chasing shiny objects03:00 – Flipping homes & land before moving into commercial04:00 – Multifamily lessons & writing The Perfect Investment05:00 – Early mistakes & lack of due diligence06:00 – Thoughts on Grant Cardone’s “buy any multifamily” advice08:00 – Why floating rate debt is so dangerous09:00 – The case for mobile home parks & affordable housing11:00 – Self storage value-add opportunities explained12:00 – Why passive investors need strong fund managers13:00 – Wellings Capital’s 27-point due diligence process15:00 – Saying “no” at the closing table & lessons learned16:00 – Economic trends and Buffett/Munger’s influence18:00 – Pivoting to preferred equity for safety19:00 – Multifamily’s future & the 3M unit shortage20:00 – Retail resilience vs office struggles21:00 – Success stories: focusing on recession-resistant assets23:00 – Why most professionals fail at DIY investing24:00 – Horror story: Ponzi schemes & chasing hype25:00 – Lessons from distractions outside of real estate26:00 – Wellings Capital’s mission to fight human trafficking28:00 – The power of focus over decades29:00 – Rapid fire: lies, advice, books & time-saving tools#RealEstateInvesting #CommercialRealEstate #SelfStorageInvesting #MobileHomeParks #MultifamilyInvesting #PassiveIncome #WellingsCapital #PaulMoore #RecessionResistant #RealDealChat #ValueAddRealEstate #DueDiligence #RealEstateFunds #AccreditedInvestors #GenerationalWealthRealDealCrew.comWe empower real estate investors by optimizing your business processes through...

Tanisha Souza became financially free at 29 using her patented Income Snowball system. Learn how passive income can replace your 9–5 forever.In this episode of RealDealChat, Jack sits down with Tanisha Souza, attorney-turned-investor and founder of Tardus Wealth Strategies, to discuss her journey to financial freedom and her unique Income Snowball System.Tanisha shares how she went from a burned-out attorney with $100K in student loans to financially free by age 29—replacing her income through smart real estate investing. She explains why passive income is the ultimate wealth strategy, how she and her husband built their portfolio, and how clients today are reaching financial freedom in just 5–10 years using her patented calculator.Here’s what you’ll learn in this conversation:Why flipping isn’t true investing (and what to do instead)How the Income Snowball System accelerates passive incomeThe difference between “fast-burning fuel” and “slow-burning fuel” investmentsReal-life client success stories, including retirees, entrepreneurs, and even restaurant servers who built financial freedomWhy financial education and leveraging mentors is more valuable than chasing high IRRsHow Tanisha teaches her teenage daughters to achieve financial freedom before 30Why generational wealth is about skills and mindset—not just passing down moneyThe role of AI and automation in managing and scaling investments📌 Learn more about Tanisha’s strategies and book a free strategy session at Tardus.com📖 Get her book Creating Your Income Snowball everywhere books are sold.💡 Want help scaling your real estate business with AI and automation?Schedule your free strategy session today: https://realdealcrew.comCall to Action:Learn more at https://realdealcrew.comTimestamps00:00 – Intro & Tanisha’s story of financial freedom at 2902:00 – Her book Creating Your Income Snowball03:00 – Buying out a franchisor & building Tardus Wealth Strategies05:00 – From attorney to real estate investor: flipping vs passive income07:00 – First big wins: flips → strip mall → $8K/month cashflow10:00 – Why passive income = freedom, not just wealth12:00 – Leveraging mentors, networks, and partners14:00 – The patented Income Snowball System explained16:00 – Fast-burning vs slow-burning fuel investments19:00 – Risk mitigation: due diligence & contingency plans22:00 – Client success stories: from one rental to $45K/month income26:00 – Freedom vs riches: which really matters?28:00 – How clients survived COVID shutdowns with passive income30:00 – Education as an investment, not an expense32:00 – Teaching kids financial freedom skills early34:00 – Why generational wealth is about knowledge, not just money36:00 – Rapid fire: lies, advice, books, tools#PassiveIncome #FinancialFreedom #IncomeSnowball #RealEstateInvesting #WealthBuilding #GenerationalWealth #InvestingForFreedom #CashFlowInvesting #FinancialEducation #TardusWealth #RealDealChat #AutomationAndAI #CreatingYourIncomeSnowball #TanishaSouza #EscapeThe9to5RealDealCrew.comWe empower real estate investors by optimizing your business processes through customized automation and system...

Daniel Angel of Apex Investments shares how he shifted from flips to ground-up construction, multifamily acquisitions, and a fixed-return Infinity Fund.In this episode of RealDealChat, Jack sits down with Daniel Angel, co-founder of Apex Investments, to discuss his journey from corporate finance to building a diversified real estate investment company in Atlanta.Daniel explains how Apex evolved from single-family renovations into ground-up construction, build-to-rent communities, and multifamily value-add acquisitions. He also introduces Apex’s Infinity Fund, a fixed-return investment vehicle designed for accredited investors seeking certainty and flexibility.Key takeaways from this conversation include:Why Apex shifted from flips to ground-up construction projectsHow they balance “for sale” vs “for rent” housing productsThe pros & cons of single-family vs multifamily investingCommon distress points in multifamily acquisitions (and how to fix them)Why in-house property management is critical for long-term successThe Infinity Fund explained: fixed returns, shorter lockups, and investor flexibilityTrends in Atlanta’s housing market and what to expect through 2025How Daniel leverages EOS and AI tools to scale efficiently📌 Learn more at ApexInvestments.us💡 Want help scaling your real estate business with AI and automation?Schedule your free strategy session today: https://realdealcrew.comCall to Action:Learn more at https://realdealcrew.comTimestamps00:00 – Meet Daniel Angel & Apex Investments01:00 – From corporate world to real estate entrepreneurship02:00 – Single-family flips → ground-up construction & build-to-rent05:00 – How Apex structures deals & syndications06:00 – Differences between homes for sale vs rentals07:00 – Why Apex focuses on Metro Atlanta09:00 – Single-family vs multifamily pros & cons11:00 – Value-add strategies in multifamily acquisitions13:00 – Target unit counts & avoiding institutional competition15:00 – The Infinity Fund: fixed returns, flexible lockups17:00 – Investor returns: 7%–10% depending on investment size18:00 – Lessons learned: IRR vs actual returns19:00 – Market trends & economic outlook for 2025–2621:00 – Current projects & what excites Daniel now22:00 – Why property management must be in-house23:00 – Using Colombian team + AI to scale efficiently24:00 – Rapid fire: lies, advice, book picks, tools#RealEstateInvesting #MultifamilyInvesting #BuildToRent #SingleFamilyInvesting #FixedReturns #PassiveIncome #InfinityFund #ValueAddInvesting #RealEstateSyndication #AtlantaRealEstate #AccreditedInvestors #PropertyManagement #GroundUpConstruction #RealDealChat #DanielAngelRealDealCrew.comWe empower real estate investors by optimizing your business processes through customized automation and system integration. From lead management to deal closure, we help you build a scalable and efficient operation. Learn more at RealDealCrew.comLIKE • SHARE • JOIN • REVIEWWebsitea...

Richard C. Wilson reveals lessons from interviewing 100+ billionaires, building family offices, and what investors must know about wealth, mindset, and AI.In this episode of RealDealChat, Jack sits down with Richard C. Wilson, founder of FamilyOffices.com and host of Billionaires.com, to discuss his journey building the world’s largest family office investor club, interviewing billionaires, and creating AI tools for investors.Richard has hosted 300+ investor events, interviewed over 100 billionaires and 70 pro athletes, and built AI-powered tools that synthesize insights from 1,500+ talks. In this conversation, he shares:The most common mindset traits of billionaires & ultra-wealthy familiesWhy mindset and mental models matter more than tacticsThe rise of family offices & centimillionaires as investment partnersTrends in real estate investing among the ultra wealthyThe dangers of AI fakery and why meeting in person matters more than everHow to stand out when raising capital from family officesScaling strategies and the “Super Founder” mindsetDaily rituals and one-page systems that keep billionaires focusedWhy reading deeply in your niche gives you an unbeatable edge📌 Learn more at FamilyOffices.com and explore Richard’s billionaire insights at Billionaires.com.💡 Want help scaling your real estate business with AI and automation?Schedule your free strategy session: https://realdealcrew.comLearn more at https://realdealcrew.comTimestamps00:00 – Intro to Richard C. Wilson & FamilyOffices.com01:00 – How Richard got started with family offices03:00 – Pivoting during COVID & parallels with AI04:00 – Building AI tools for investors & billionaires.com05:00 – Billionaires’ mindset vs tactical advice07:00 – Managing mindset daily: one-page system10:00 – Quotes from Sarah Blakely & Michael Jordan on mindset11:00 – Real estate trends among ultra-wealthy investors13:00 – Centimillionaires vs billionaires: who to target15:00 – How to stand out when raising capital17:00 – The 3 trust curves every investor must build18:00 – Why character & values matter more than pitch decks19:00 – Common traits of billionaires & super founders21:00 – Strategic partnerships & unique deal structures23:00 – Proximity power: who you spend time with matters25:00 – Building a YouTube audience & sticking with it27:00 – Mental models & AI tools from billionaire talks30:00 – Final lessons: be a class act, add value first31:00 – Rapid fire: lies, advice, books, tools#Billionaires #FamilyOffices #Centimillionaires #WealthMindset #RealEstateInvesting #AIInvesting #CapitalRaising #GenerationalWealth #InvestorMindset #CashFlow #RealDealChat #RichardCWilson #BillionairesMindset #SuperFounder #FamilyOfficeClubRealDealCrew.comWe empower real estate investors by optimizing your business processes through customized automation and system integration. From lead management to deal closure, we help you...

Richard Canfield breaks down infinite banking, family wealth systems, and why mindset—not money—is the foundation of generational wealth.In this episode of RealDealChat, Jack sits down with Richard Canfield of CashFollows.com to dive deep into infinite banking, family banking meetings, and how to create true generational wealth that lasts.Richard shares insights from his latest books—including Don’t Spread the Wealth and Diapers to Dollars—and explains why legacy isn’t just about money, but the knowledge, systems, and mindset we pass down.Here’s what we cover:The infinite banking concept explained in plain EnglishHow to set up family banking meetings that actually workWhy most “generational wealth” disappears within 3 generationsReal-world client examples of using infinite bankingHow to leverage dividend-paying whole life insurance as a financial toolWhy mindset matters more than policies or advisorsTeaching kids and teens about money early through family systemsThe Kolbe Index and how it helps real estate partners avoid conflictIf you’ve ever been curious about infinite banking—or how to truly build a legacy beyond dollars—this conversation delivers clarity, strategies, and real-world application.📌 Grab a free copy of Richard’s book at CashFollows.com💡 Want help scaling your real estate business with AI and automation?Schedule your free strategy session at: https://realdealcrew.comLearn more at https://realdealcrew.comTimestamps00:00 – Intro: Infinite banking & generational wealth01:00 – Richard’s books: Don’t Spread the Wealth & Diapers to Dollars03:00 – Teaching teens & families about money early05:00 – Why family conversations about wealth matter07:00 – The problem with legacy: “Rags to rags in 3 generations”11:00 – Infinite banking explained in real estate terms15:00 – Real-world family banking examples17:00 – Debunking myths: it’s not about insurance, it’s about control20:00 – How infinite banking mirrors buy & hold real estate23:00 – The 3 magic words of IBC: Control, Control, Control26:00 – Everyday examples: cars, phones, and family expenses29:00 – Why mindset determines success in infinite banking31:00 – The Kolbe Index & building stronger partnerships33:00 – Rapid fire: lies, advice, book picks, time-saving tools#InfiniteBanking #GenerationalWealth #FamilyBanking #RealEstateInvesting #PassiveIncome #LegacyPlanning #WealthBuilding #MindsetMatters #ControlYourMoney #CashFollows #RealDealChat #FinancialFreedom #DividendPayingLifeInsurance #RagsToRiches #RealEstateStrategyRealDealCrew.comWe empower real estate investors by optimizing your business processes through customized automation and system integration. From lead management to deal closure, we help you build a scalable and efficient operation. Learn more at RealDealCrew.comLIKE • SHARE • JOIN • REVIEWWebsiteApple...

Tired of weak 401k returns? Discover how Blaine McLaughlin pivoted from dentistry to real estate investing and created a real path to retirement.In this episode of RealDealChat, Jack sits down with Blaine McLaughlin, a practicing dentist who realized after decades of “doing everything right” that his 401k was delivering a disappointing 3% return.That gut punch forced him to rethink retirement and turn toward real estate investing as a way to build wealth and gain true financial freedom. Blaine shares:Why the traditional retirement path failed himHow he shifted into multifamily and short-term rental investingThe 3% mistake that opened his eyes to hidden costs in financial planningLessons learned from his first deals — both wins and failuresHow to balance a full-time dental practice with real estate investingWhy “passive income” isn’t always passive, but why it’s worth itThe role of mentors, mindset shifts, and surrounding yourself with the right people📌 Check out Blaine’s free tool: CanIRetireCalculator.com — a simple calculator to see where you stand in your retirement planning.💡 Want help scaling your real estate business with AI and automation?Schedule your free strategy session today: https://realdealcrew.comCall to Action:Learn more at https://realdealcrew.comTimestamps00:00 – The 3% mistake: why Blaine left the 401k route01:00 – Introducing CanIRetireCalculator.com02:00 – Why dentistry didn’t lead to financial freedom03:00 – Early real estate investments & hard lessons06:00 – Time challenges of running a practice + investing08:00 – Mindset shift: giving up control to pursue passive income09:00 – Active vs passive investing explained10:00 – Books, podcasts & seminars that shaped his investing12:00 – First multifamily deal: what went wrong & what he learned15:00 – Why conservative underwriting is crucial18:00 – Moving from LP to GP roles in multifamily19:00 – Adding short-term rentals for cash flow20:00 – Retirement outlook today & market conditions21:00 – Advice for new investors entering multifamily22:00 – Lessons from recent market shifts & operator performance24:00 – Diversification & spreading risk across deals25:00 – Identifying “distress” and value-add opportunities26:00 – Why doing nothing may be the biggest risk27:00 – Rapid fire Q&A: advice, lies, book picks & mentors#RealEstateInvesting #PassiveIncome #FinancialFreedom #RetirementPlanning #MultifamilyInvesting #ShortTermRentals #SyndicationInvesting #RealEstateMentorship #ValueAddInvesting #CanIRetireCalculator #RealDealChat #RealEstateStrategy #RetireEarly #DentalInvestors #EscapeThe401kRealDealCrew.comWe empower real estate investors by optimizing your business processes through customized automation and system integration. From lead management to deal closure, we help you build a scalable and efficient operation. Learn more at RealDealCrew.comLIKE • SHARE • JOIN • REVIEWWebsite