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Step inside the vault of the ultra-wealthy and discover the strategies they’ve guarded for decades. Hosted by Danny Gould, this podcast reveals the hidden playbooks of the 0.1% - from real estate syndications and funds to private equity and hedge funds - this show gives you the access Wall Street never will.
113 Episodes
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Today, I welcome Tom Dunkel to The Investing Secrets Podcast. Tom is the founder of Eagle Capital Investments and today he shares how his background in corporate finance, mergers and acquisitions, and entrepreneurial real estate investing helped shape his approach to building wealth through private markets. He highlights how years of operating in distressed mortgage notes, self-storage, and short-term rentals ultimately led him to create a fund-to-funds model that gives investors access to ve...
Today, I welcome Jordan Canino to The Investing Secrets Podcast. Jordan is the Senior Director of Investor Relations at Hearthfire and today he shares how his career took a winding path through private equity real estate, law school, a short stint chasing a career as a sports agent in New York, and brokerage roles at firms like JLL and Colliers, before ultimately finding his lane in the self-storage industry. He highlights how those experiences led him into acquisitions and capital markets ro...
Today, I welcome Trey Taylor to The Investing Secrets Podcast. Trey runs a multi-generation family office and today he shares how he was unexpectedly thrust into the CEO seat at just 31 years old after his father passed away - forcing him to learn leadership, decision-making, and capital allocation in real time. That baptism-by-fire ultimately shaped the frameworks he now teaches leaders and executives, and it became the foundation for his book built around a simple idea: a CEO only does thre...
Today, I welcome Ken Gee to The Investing Secrets Podcast. Ken is the founder of KRI Partners and today he shares how he walked away from the “do everything right” career path - banking, CPA work, and long nights at Deloitte - after realizing success on paper wasn’t worth missing his family’s life in real time. He highlights how buying three small multifamily deals on the side—and selling them three years later for half a million dollars - gave him the proof (and the confidence) that he could...
Today, I welcome Heather Ewing to The Investing Secrets Podcast. Heather is the founder of Abstract Commercial Real Estate, a boutique advisory and brokerage firm focused on retail, restaurants, and mixed-use development. Today she shares why she chose to go independent instead of aligning with a major brand - and how staying in one highly specialized lane has helped her build deeper relationships, stronger deal flow, and cleaner execution for developers, landlords, and tenants. Heather also...
Today, I welcome Denise Ford to The Investing Secrets Podcast. Denise is a land investor and today she shares how a sudden W2 layoff - with less than two hours’ notice - became the catalyst that pushed her to go all-in on building real wealth through vacant land deals. She highlights how she started with straightforward cash flips, then adapted fast when market conditions shifted - moving into seller financing, targeting smarter micro-markets, and adding value through everything from utilitie...
Today, I welcome Wayne Courreges III to The Investing Secrets Podcast. Wayne is the Managing Principal of CRI Partners, where he has built and oversees a $50 million commercial real estate portfolio by focusing on disciplined operations and conservative underwriting. In this episode, Wayne breaks down why commercial real estate success isn’t about flashy acquisitions or door counts, but about executing the business plan after the deal closes. Drawing on his 16-year career at CBRE working with...
Today, I welcome Jen Laurence to The Investing Secrets Podcast. Jen is the founder of Luxury Lifestyle Logistics and today she shares what she’s learned from spending over 25 years inside ultra-high-net-worth households, helping families turn chaos into calm without losing the soul of the home. She highlights why trust is the real currency in private service, why running an estate isn’t the same as running a company, and how many successful CEOs hit a wall the moment they try to “scale” famil...
Today, I welcome Joseph DaGrossa to The Investing Secrets Podcast. Joseph is the Chairman and CEO of Axxes Capital and today he shares how more than 30 years across private equity, real estate, insurance, and capital markets shaped his disciplined approach to investing and value creation. He highlights why most investors are dangerously overexposed to public markets, how decades of experience taught him when to walk away from deals, and why patience often matters more than activity. Joseph al...
Today, I welcome Mandy McAllister to The Investing Secrets Podcast. Mandy is a former top-ranked medical device sales professional who walked away from a high-income W2 to become a full-time real estate investor, multifamily operator, and small business owner with a portfolio spanning apartment buildings, motels, and cash-flowing local businesses. She shares how a single fourplex changed her life, why building a reliable cash flow floor gave her the confidence to leave corporate America, and ...
Today, I welcome Dave Holman to The Investing Secrets Podcast. Dave is a multifamily investor and developer focused on workforce housing, and today he shares how he’s built a resilient real estate portfolio by deliberately investing in unsexy Class B and Class C assets that serve working families and protect downside risk. He explains why he avoids flashy trends, how starting with limited capital pushed him into workforce housing, and why boring assets often perform best in both strong and we...
Today, I welcome Jay Young to The Investing Secrets Podcast. Jay is a fourth-generation oilman and the Founder & CEO of King Operating Corporation, a Dallas-based oil and gas firm specializing in what he calls the new school methodology of energy investing. In this episode, he breaks down how this modern approach differs from the traditional “drill-and-hope” model that has caused generations of investors to lose capital - and why scaling large acreage positions, proving out multiple well ...
Today, I welcome Joe Downs to The Investing Secrets Podcast. Joe is the Managing Partner of Belrose Self Storage Group, and today he shares how he built a rapidly growing national self-storage portfolio after a winding career that took him through broker-dealer equity raises, distressed debt, and multiple reinventions. He walks us through his unlikely path into self-storage, how he pivoted industries again and again, and why that resilience ultimately led him to one of the most profitable nic...
Today, I welcome Brent Kesler to The Investing Secrets Podcast. Brent is the creator of The Money Multiplier System and has taught thousands of people how to leverage the Infinite Banking Concept to eliminate debt and build lasting wealth. In this episode, he shares how he used this very system to wipe out nearly $1 million of personal debt in just 39 months - without changing his cash flow, taking on additional risk, or losing control of his money. Brent breaks down the mechanics of infinit...
Today, I welcome Daniel Linh and Ali Nasir to The Investing Secrets Podcast. Daniel and Ali are the co-founders of RiseComm, a real estate investment firm specializing in manufactured home communities, and today they share how they’re building a competitive edge in one of the most misunderstood yet profitable asset classes in commercial real estate. Ali brings over 40 years of experience in the mobile home park industry, having grown up in the business, while Daniel brings a modern investor’s...
Today, I welcome Julie Holly to The Investing Secrets Podcast. Julie is a seasoned real estate investor, podcast host, and high-performance coach who began her career as a public school teacher before transitioning into residential and ultimately commercial real estate. Over more than a decade, she’s built a diverse portfolio spanning multifamily, assisted living, and development projects - while helping countless investors and entrepreneurs break through the mental barriers that hold them ba...
Today, I welcome Jonathan Tuttle to The Investing Secrets Podcast. Jonathan is the COO of Land Play, a flex office space development fund focused on capitalizing on the undersupply of flex industrial assets across high-growth U.S. markets. He’s best known for his success and thought leadership in the mobile home park investment space - where he built a national following and reputation as one of the industry’s top voices - but today, he shares why he’s pivoting from manufactured housing into ...
Today, I welcome Gian Pazzia to The Investing Secrets Podcast. Gian is the Co-Founder of KBKG, one of the largest cost segregation firms in the United States, and today he breaks down how real estate investors use cost segregation and depreciation to dramatically reduce - and in many cases, eliminate - their taxable income. He explains how cost segregation works, why it’s one of the most powerful yet underutilized tools in real estate investing, and how high-net-worth investors and institutio...
Today, I welcome Dr. Nkem Ezeamama to The Investing Secrets Podcast. Dr. Ezeamama is an emergency physician by trade who discovered real estate syndications after years of practicing medicine. Starting as a limited partner, she eventually founded Phoenix Capital, a multifamily investment group focused on acquisitions in the Southeast. She highlights why so many doctors and medical professionals remain financially illiterate despite their high incomes, and how she broke free from that system t...
Today, I welcome Patrick Grimes to The Investing Secrets Podcast. Patrick is the founder of Passive Investing Mastery and has devoted his career to educating W2 professionals on alternative investment strategies outside of Wall Street. After losing it all during the 2008–2009 recession, Patrick rebuilt his portfolio from the ground up, eventually transitioning out of his full-time engineering career into a life of investing and educating others. In this episode, Patrick shares the critical l...
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