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In this episode of The Big Mike Fund podcast, Mike Zlotnik welcomes back Harrison Hall, Founder and CEO of Elevate Events. Harrison breaks down his approach to business development, shifting the focus from standard high-noise networking events to curated, high-value connections where "revenue through relationships" takes center stage. They discuss the role of AI tools (like custom graphic design and conversational planning) in scaling event collateral and business strategy, the dynamic balance between 90% business and 10% fun at curated gatherings, and actionable strategies for pre-event matchmaking and post-event follow-ups to ensure high-ROI introductions for CEOs, investors, and operators. Key Highlights: Revenue Through Relationships: Harrison emphasizes that events shouldn't be about immediate ticket-sales profit, but about curating invite-only environments that yield long-term business partnerships and millions in shared deal flow. AI as the Ultimate Wingman: How Harrison leverages AI (which he affectionately calls "Cat") for rapid graphic design, custom event flyers, website creation, and late-night business strategy development. 90% Business, 10% Fun: Lessons learned from past events led Harrison to shift away from distracting, high-noise entertainment to structured, phone-free networking environments focused on real deal-making. Data-Driven Matchmaking: Mike Zlotnik and Harrison discuss how pre-profiling attendees on their capital, deal types, and service needs prevents wasted conversations and ensures actionable post-event introductions. STOP! Your free eBook is ready. 🎁🚀 https://tempofunding.com/endgame/ 📌 Learn our full investment playbook & connect: https://TempoFunding.com/Connect 🔑 Book your FREE strategy call to apply these conservative principles to your portfolio: https://TempoFunding.com/IRCall Timestamps 00:00 – Welcome back Harrison Hall: Meeting in person & the Elevate vision 01:45 – Redefining Elevate: It’s not just events, it’s Business Development 04:05 – Why in-person human connections matter more in the age of AI 04:50 - Using AI ("Cat") as the ultimate wingman for graphic design & business plans 07:15 – The upcoming 80s-themed Business Development event at Gallery Defy 09:20 – Rebalancing the ratio: Shifting to 90% business, 10% fun 11:40 – Phone-free networking & bringing back authentic 1-on-1 conversations 14:50 – Monetizing the connector role: Value creation through post-event deal-making 17:40 – Mike’s feedback on event size, noise levels, and quality vs. quantity 19:50 – Pre-event matchmaking: Gamifying attendee profiles & deal alignment 22:00 – Overcoming networking fatigue: Cutting through the noise to find real partners 25:00 – Combining data-driven preparation with human connection Socials & Contact Links: Facebook: 📘 https://tempofunding.com/facebook Twitter/X: ✖️ https://tempofunding.com/twitter LinkedIn: 💼 https://tempofunding.com/linkedin Instagram: 📸 https://www.instagram.com/tempofunding Email: 📧 [email protected]

Are you ready to secure your financial future and build a lasting legacy? In this episode of The Big Mike Fund podcast, Mike Zlotnik welcomes financial expert Chris Miles from Money Ripples. Together, they break down unconventional yet highly effective strategies to generate passive income and protect your wealth, moving beyond typical Wall Street options. Learn about the "four-legged stool" concept for retirement, how whole life insurance can supercharge your investments, the truths (and myths) about reverse mortgages, and why commercial real estate remains one of the best options for generating predictable cash flow. STOP! Your free eBook is ready. 🎁🚀 https://tempofunding.com/endgame/ 📌 Learn our full investment playbook & connect: https://TempoFunding.com/Connect 🔑 Book your FREE strategy call to apply these conservative principles to your portfolio: https://TempoFunding.com/IRCall Timestamps 00:00 - Introduction and welcome to Chris Miles. 00:44 - Chris's marathons: An endurance achievement. 03:34 - Transitioning to an empty nest. 04:22 - The "four-legged stool" concept for retirement income. 06:23 - Why the traditional Wall Street system is broken. 08:52 - The impact of inflation on Social Security. 09:23 - Demystifying Reverse Mortgages. 11:17 - What happens to a reverse mortgage when you die? 12:04 - Case study: Using a reverse mortgage when downsizing. 13:53 - Whole Life Insurance: Infinite banking and generational legacy. 17:02 - The Ernst & Young study: The ideal blend (70% Investments / 30% Life Insurance). 19:07 - Retirement strategies using life insurance to protect against market downturns. 21:25 - Accelerating your investments using loans against your insurance policy. 24:23 - Commercial and alternative real estate: The king of cash flow. 25:04 - Building your "Endgame Portfolio". 28:53 - Risk-adjusted allocation: Protecting your principal over return. Socials & Contact Links: Facebook: 📘 https://tempofunding.com/facebook Twitter/X: ✖️ https://tempofunding.com/twitter LinkedIn: 💼 https://tempofunding.com/linkedin Instagram: 📸 https://www.instagram.com/tempofunding Email: 📧 [email protected]

How does drafting a fantasy football roster compare to building a recession-resistant real estate portfolio? In this episode of the Big Mike Fund Podcast, host Mike Zlotnik ("Big Mike") welcomes back Ryan E. Wynkoop, Director of Capital Markets at Tempo. Together, they break down the fascinating correlations between Fantasy Football team management and commercial real estate investing. From dealing with player injuries (market shifts in multifamily) to drafting foundational superstars (high-conviction core assets), Ryan and Mike explore how flexibility, non-correlated diversification, and clear endgame goals dictate long-term portfolio success. Key Highlights • Fantasy Football 101: How assembling a player roster mirrors portfolio construction • Asset Class Flexibility: Navigating market shifts from multifamily to industrial, medical office, and open-air retail • Managing Uncertainty & Bench Depth: What player injuries teach us about contingency planning in CRE • Risk Mitigation Strategies: Ray Dalio’s non-correlated diversification principles applied to real estate • "The Endgame Portfolio": Insights from Big Mike’s new book on chess, goals, and predictable cash flow • Emotional Connection vs. Objective Risk: Investing in tangible assets vs. public equities STOP! Your free eBook is ready. 🎁🚀 https://tempofunding.com/endgame/ 📌 Learn our full investment playbook & connect: https://TempoFunding.com/Connect 🔑 Book your FREE strategy call to apply these conservative principles to your portfolio: https://TempoFunding.com/IRCall Timestamps 00:00 - Introduction & Buffalo Bills Fanatics (Josh Allen & Fantasy Football) 01:00 - What is Fantasy Football? Assembling a Portfolio of Players 03:20 - How Fantasy Football Connects to Commercial Real Estate 05:30 - Asset Class Shifts: Multifamily vs. Industrial, Retail & Medical Office 08:40 - Navigating Injuries & Market Uncertainty in Real Estate 10:18 - Buying the Dip: Multifamily Resurgence & "Going Small" 12:32 - Risk Mitigation & "The Endgame Portfolio" (Ray Dalio Strategy) 16:14 - Diversifying Over Time: Dollar-Cost Averaging in Real Estate 18:47 - Keeper Leagues & Foundational Assets (The Josh Allen Strategy) 23:06 - Personal Connection vs. Objective Risk: Investing in Hard Assets 28:01 - Evaluating Decision Quality & Avoiding Recency Bias Socials & Contact Links: Facebook: 📘 https://tempofunding.com/facebook Twitter/X: ✖️ https://tempofunding.com/twitter LinkedIn: 💼 https://tempofunding.com/linkedin Instagram: 📸 https://www.instagram.com/tempofunding Email: 📧 mailto:[email protected] ABOUT US At Tempo Family of Funds & Syndications, we provide diversified, conservative commercial real estate investment opportunities tailored to meet the needs of busy investors. Our offerings include high depreciation deals, strong income funds for passive investors, and hard money loans.

In this episode of the Big Mike Fund Podcast, host Mike Zlotnik ("The Big Mike") sits down with Ryan E. Wynkoop, Director of Capital Markets at Tempo. Living on Folly Beach outside Charleston, South Carolina, Ryan brings a unique perspective on demographic growth in the Southeast and hands-on experience working directly with real estate investors. Mike and Ryan discuss how investors should navigate current economic noise, interest rate fluctuations, and geopolitical uncertainty. Instead of pulling out of the market or succumbing to analysis paralysis, Ryan introduces the strategic concept of "going small"—writing smaller, more frequent checks into individual, highly transparent deals rather than open-ended funds. They also evaluate high-hype trends like speculative AI data center developments versus grounded, cash-flowing asset classes like medical office properties, triple-net (NNN) industrial, and open-air retail. Drawing analogies to NFL ball-control strategies and time of possession, they highlight why systematic "singles and doubles" outperform risky home-run chasing in wealth creation. STOP! Your free eBook is ready. 🎁🚀 https://tempofunding.com/endgame/ 📌 Learn our full investment playbook & connect: https://TempoFunding.com/Connect 🔑 Book your FREE strategy call to apply these conservative principles to your portfolio: https://TempoFunding.com/IRCall Timestamps 00:00 - Intro: Mike Zlotnik Welcomes Ryan E. Wynkoop, Director of Capital Markets 00:45 - Living in Charleston, SC & Observing Southeast Regional Demographic Growth 02:12 - Overcoming Market Noise, Dislocation, and Uncertainty in 2026 04:15 - The "Going Small" Strategy: Individual Deals vs. Open-Ended Funds 06:30 - Adjusting Check Sizes & Diversifying Across Time and Asset Classes 09:30 - AI Data Center Hype vs. Fundamental Real Estate Underwriting 12:16 - High-Performing Sectors: Medical Office, NNN Industrial, and Open-Air Retail 16:00 - Velocity of Capital in Real Estate & Staying Patient 18:36 - The Football Metaphor: Why "Ball Control" Beats Chasing Speculative Home Runs 22:35 - Ongoing Education: Learning and Growing Alongside Your Sponsor Socials & Contact Links: Facebook: 📘 https://tempofunding.com/facebook Twitter/X: ✖️ https://tempofunding.com/twitter LinkedIn: 💼 https://tempofunding.com/linkedin Instagram: 📸 https://www.instagram.com/tempofunding Email: 📧 mailto:[email protected] ABOUT US At Tempo Family of Funds & Syndications, we provide diversified, conservative commercial real estate investment opportunities tailored to meet the needs of busy investors. Our offerings include high depreciation deals, strong income funds for passive investors, and hard money loans. We manage everything from private lending to private equity and consulting. Our commitment to transparent communication, professional administration, and robust partnerships sets us apart. Our investment options span multifamily projects, self-storage, shopping plazas, industrial, hotel conversions, and more. We aim to be your go-to resource for institutional-quality investments that are tax-friendly and IRA-compatible.

In this episode of the Big Mike Fund Podcast, host Mike Zlotnik welcomes Christine McCarron, Managing Broker of Behive Brokerage in the Boston area. Christine shares her inspiring journey of going from zero to a 7-figure net worth starting at the age of 50 through residential real estate. Mike and Christine break down the common fears and misconceptions that hold new investors back, why real estate is fundamentally safer than the stock market, and the unique advantages women bring to the investing table. They also dive into the mechanics of cash-flowing assets, mitigating risk through education, and unlocking tax-free wealth through strategic refinancing. Whether you are looking to diversify your retirement assets or secure your family's financial future, this episode provides actionable advice for navigating the market with confidence. STOP! Your free eBook is ready. 🎁🚀 https://tempofunding.com/endgame/ 📌 Learn our full investment playbook & connect: https://TempoFunding.com/Connect 🔑 Book your FREE strategy call to apply these conservative principles to your portfolio: https://TempoFunding.com/IRCall Timestamps 00:00 - Intro: Mike Zlotnik Welcomes Christine McCarron 01:30 - From $0 to a 7-Figure Net Worth at Age 50 02:45 - The "Risky" Stigma: Real Estate vs. The Stock Market 04:10 - The Fear of Being a Landlord & The Role of Property Managers 05:30 - Why Women Make Exceptional Real Estate Investors 08:15 - Using Logic, Math, and Due Diligence to Overcome Fear 09:45 - Diversification: Leveraging Retirement Accounts for Real Estate 11:20 - The Power of Leverage & Cash-Out Refinancing 13:00 - Final Advice for Taking Action and Getting Educated Socials & Contact Links: Facebook: 📘 https://tempofunding.com/facebook Twitter/X: ✖️ https://tempofunding.com/twitter LinkedIn: 💼 https://tempofunding.com/linkedin Instagram: 📸 https://www.instagram.com/tempofunding Email: 📧 mailto:[email protected] ABOUT US At Tempo Family of Funds & Syndications, we provide diversified, conservative commercial real estate investment opportunities tailored to meet the needs of busy investors. Our offerings include high depreciation deals, strong income funds for passive investors, and hard money loans. We manage everything from private lending to private equity and consulting. Our commitment to transparent communication, professional administration, and robust partnerships sets us apart. Our investment options span multifamily projects, self-storage, shopping plazas, industrial, hotel conversions, and more. We aim to be your go-to resource for institutional-quality investments that are tax-friendly and IRA-compatible.

In this episode of The Big Mike Fund Podcast, host Mike Zlotnik ("Big Mike") sits down with Sequoya Borgman, CEO and Founder of Borgman Capital. Sequoya shares insights from two decades in big international public accounting and 10+ years leading Borgman Capital through 22 company acquisitions and extensive industrial real estate investments. They dive deep into the mechanics of NNN sale-leasebacks, explaining how decoupling real estate from lower middle-market business acquisitions boosts deal IRR while reducing equity and debt requirements. The discussion covers middle-market EBITDA multiples (5x–8x), industrial cap rates (7%–8.5%+), deal structuring using Special Purpose Vehicles (SPVs) with 80/20 splits, and how AI trends are influencing real estate and manufacturing investment decisions. STOP! Your free eBook is ready. 🎁🚀 https://tempofunding.com/endgame/ 📌 Learn our full investment playbook & connect: https://TempoFunding.com/Connect 🔑 Book your FREE strategy call to apply these conservative principles to your portfolio: https://TempoFunding.com/IRCall Timestamps 00:13 – Guest Introduction: Sequoya Borgman, CEO & Founder of Borgman Capital 01:39 – Borgman Capital’s Footprint & Focus on Lower Middle-Market Deals 03:38 – How Industrial Sale-Leasebacks Boost Private Equity IRR 05:02 – EBITDA Multiples (5x–8x) vs. Industrial Cap Rates (7%–8.5%+) 07:08 – Inflation Protections & Annual Rent Escalation Clauses in NNN Leases 12:59 – Structuring Deals via SPVs, GP Control & LP Capital Stacks 16:44 – Macro Outlook: Inflation, Interest Rates & PE Exits 24:13 – Cash Flow Distributions (8%–10%) & Long-Term Hold Strategies 27:08 – The Impact of AI & Data Center Expansion on Industrial Real Estate Connect with Guest: Website: www.borgmancapital.com Website: www.passthehat.com LinkedIn: https://www.linkedin.com/in/sequoya-borgman-8a6057a/ Socials & Contact Links Facebook: 📘 https://tempofunding.com/facebook Twitter/X: ✖️ https://tempofunding.com/twitter LinkedIn: 💼 https://tempofunding.com/linkedin Instagram: 📸 https://www.instagram.com/tempofunding Email: 📧 mailto:[email protected]

In this episode of the Big Mike Fund Podcast, host Mike Zlotnik welcomes Ash Patel, founder of Beyond Multifamily, to discuss why non-residential commercial real estate is generating superior returns compared to over-crowded multifamily markets. Ash details his core strategy for targeting 18–20% cash-on-cash returns by acquiring unanchored retail strip malls, repositioning gross leases, and unlocking value by selling off unused parking lot outparcels. Big Mike and Ash also examine the post-COVID shift toward suburban office space—explaining why high-vacancy suburban office parks offer massive cash-flow potential when reconfigured for small 2- to 3-person business tenants. STOP! Your free eBook is ready. 🎁🚀 https://tempofunding.com/endgame/ 📌 Learn our full investment playbook & connect: https://TempoFunding.com/Connect 🔑 Book your FREE strategy call to apply these conservative principles to your portfolio: https://TempoFunding.com/IRCall Timestamps 0:13 - Introduction: Ash Patel’s Journey to Commercial Real Estate 2:12 - Beyond Multifamily: Asset Classes & Recent Activity 2:48 - The Retail Real Estate Secret: Record Low Vacancies & Record Rents 5:00 - Unanchored Strip Malls & Targeting 18%+ Cash-on-Cash Returns 9:24 - Case Study: Adding $2M in Value & Selling Parking Lot Outparcels 14:49 - Downtown CBD Office vs. Mispriced Suburban Office Properties 22:19 - Case Study: Buying 16 Louisville Suburban Office Buildings 24:40 - Maximizing Rent Per Square Foot by Subdividing Office Space 27:03 - Bar & Restaurant Real Estate Dynamics: High Risk vs. Tenant Buildouts Contact with Ash: www.InvestBeyondMultifamily.com Facebook: 📘https://www.facebook.com/ash.patel.58118 LinkedIn: 💼 https://www.linkedin.com/in/ash-patel-95b1a25/ Socials & Contact Links Facebook: 📘 https://tempofunding.com/facebook Twitter/X: ✖️ https://tempofunding.com/twitter LinkedIn: 💼 https://tempofunding.com/linkedin Instagram: 📸 https://www.instagram.com/tempofunding Email: 📧 mailto:[email protected] ABOUT US At Tempo Family of Funds & Syndications, we provide diversified, conservative commercial real estate investment opportunities tailored to meet the needs of busy investors. Our offerings include high depreciation deals, strong income funds for passive investors, and hard money loans. We manage everything from private lending to private equity and consulting. Our commitment to transparent communication, professional administration, and robust partnerships sets us apart. Our investment options span multifamily projects, self-storage, shopping plazas, industrial, hotel conversions, and more.

In this episode of The Big Mike Fund Podcast, host Mike Zlotnik welcomes back real estate investor Lane Kawaoka to discuss the current climate in commercial real estate. Together, they analyze the 30% to 40% valuation corrections across major sunbelt markets like Phoenix and Austin, the squeeze caused by elevated holding costs and interest rates, and the challenges of raising capital in a cautious market. Lane and Mike also explore alternative strategies, including small-bay industrial, AI data center infrastructure plays, and what it takes to find yield in today's economic environment. Key Highlights Market Correction Expansion: Cap rate expansion in high-growth markets like Phoenix and Austin triggered asset valuation drops of 30% to 40% from peak levels. Holding Cost Squeeze: Elevated interest rates combined with rising property taxes and insurance have eroded traditional 8% multifamily cash flows. The Underwriting Dilemma: Investors debate whether to underwrite assuming reversion cap rates will compress or hold strictly conservative exit cap assumptions. Capital Formation Reality: Retail investor sentiment remains guarded after recent market adjustments, shifting the focus to deep-value opportunities. AI Infrastructure Surge: Multi-billion dollar developments in AI data centers are creating a rising-tide effect for adjacent industrial real estate and small-bay flex spaces. STOP! Your free eBook is ready. 🎁🚀 https://tempofunding.com/endgame/ 📌 Learn our full investment playbook & connect: https://TempoFunding.com/Connect 🔑 Book your FREE strategy call to apply these conservative principles to your portfolio: https://TempoFunding.com/IRCall Timestamps 0:00 – Intro & Catching Up with Lane Kawaoka 1:38 – The "Nuclear Blast" in Multifamily: 30–40% Price Corrections 3:46 – Elevated Interest Rates, Holding Costs, and Squeezed Cash Flow 5:57 – Capital Formation Challenges & Investor Sentiment 8:30 – The Reversion Cap Rate Dilemma in Deal Underwriting 11:25 – Evaluating Basis: Replacement Costs vs. Rent Growth Assumptions 16:30 – "Approximately Right vs. Completely Wrong": Calling the Market Bottom 18:01 – AI Data Centers & The Infrastructure Boom Driving Industrial Real Estate 23:13 – Taking on More Risk for Historical Returns 26:45 – 2009 Post-GFC Lessons vs. Current Real Estate Dynamics Connect with Lane: Website: thewealthelevator.com Email: [email protected] Socials & Contact Links Facebook: 📘 https://tempofunding.com/facebook Twitter/X: ✖️ https://tempofunding.com/twitter LinkedIn: 💼 https://tempofunding.com/linkedin Instagram: 📸 https://www.instagram.com/tempofunding Email: 📧 mailto:[email protected]

Shift to Creative Value-Add: In today's high-interest-rate environment, traditional value-add strategies (heavy rehabs and rent increases) are being replaced by creative value-add methods, such as property tax exemptions and operational expense reductions. The Land SuUnderwriting Margin of Safety: Defensive underwriting requires fixing debt, prioritizing high Debt Service Coverage Ratios (DSCR), and assuming elevated interest rates will persist long-term. Diversification for Risk Mitigation: Mitigating risk at the bottom of a market cycle is best achieved by diversifying across recession-resilient asset classes (multifamily, manufactured housing, self-storage, medical office) and across multiple geographic markets. STOP! Your free eBook is ready. 🎁🚀 https://tempofunding.com/endgame/ 📌 Learn our full investment playbook & connect: https://TempoFunding.com/Connect 🔑 Book your FREE strategy call to apply these conservative principles to your portfolio: https://TempoFunding.com/IRCall Timestamps 0:00 - Welcome & introduction to Dr. Param Baladandapani 1:07 - Transitioning from the stock market to $10k/month in real estate passive income 5:00 - Evaluating the 3 investment buckets across the risk-return spectrum 9:34 - Using short-term rentals to generate high gross revenue and tax refunds 14:09 - Bypassing REPS: How the 100-hour material participation rule works 18:17 - Why the current market cycle favors opportunistic buyers 21:44 - Creative value-add strategies: Expense reduction and tax exemptions 24:52 - Managing risk through multi-state and multi-asset class diversification 28:13 - Learning from market peaks and adapting operational strategies Get in Touch with Guest: GenerationalWealthMD: parambalamd.com GW Capital: gwcapital.com • Book a call: gwcapital.com/zoomwithgwcapitalteam GW Gives: parambalamd.com/gwgives Instagram: @generationalwealthmd Facebook Group: facebook.com/groups/generationalwealthmd Socials & Contact Links Facebook: 📘 https://tempofunding.com/facebook Twitter/X: ✖️ https://tempofunding.com/twitter LinkedIn: 💼 https://tempofunding.com/linkedin Instagram: 📸 https://www.instagram.com/tempofunding Email: 📧 mailto:[email protected] #DrParamBaladandapani #GenerationalWealthMD #GWCapital #MikeZlotnik #BigMikeFundPodcast #RealEstateInvesting #RealEstateTaxStrategies #ShortTermRentalTaxLoophole #MaterialParticipation #RealEstateProfessionalStatus #PhysicianInvesting

In this episode of the Big Mike Fund Podcast, host Mike Zlotnik sits down with Harvard-trained physician Dr. Jordan Romano to discuss his unique, hyper-local real estate investing thesis. While maintaining an active medical practice at Tufts Medical Center in Boston, Dr. Romano has spent over a decade quietly dominating a single, rural New England market by focus-targeting workforce housing. Dr. Romano pulls back the curtain on how he identifies hidden value in properties that larger conglomerates overlook. He shares tactical insights on bypassing the volatile short-term rental market, navigating strict municipal zoning boards, and his exact blueprint for executing a highly profitable land subdivision play that essentially netted him a piece of downtown land for free. 📌 Learn our full investment playbook & connect: https://TempoFunding.com/Connect 🔑 Book your FREE strategy call to apply these conservative principles to your portfolio: https://TempoFunding.com/IRCall Timestamps 0:00 - Welcome to the Big Mike Fund Podcast & Guest Intro 0:52 - Dr. Romano’s "Chapters": Balancing Medicine at Tufts with Real Estate 1:50 - Transitioning Capital: Moving Academic Retirement Funds to Self-Directed Assets 2:36 - The Hyper-Local Thesis: Targeting Small Multi-Families in New Hampshire 3:59 - The Safety of Class B Workforce Housing (Nurses, Firefighters & Resident Docs) 5:40 - Navigating Coastal Markets, Capital Improvements, and Interest Rate Shifts 6:53 - Value-Add Execution: Splitting Layouts & Keeping Construction Pricing Fair 8:12 - The "Free Land" Strategy: How to Execute a Smart Downtown Subdivision 9:58 - NIMBYism Barriers & Why Dr. Romano Completely Avoided the Airbnb Trap 11:52 - Managing Expense Inefficiencies: Using AI to Audit & Mitigate Portfolio Water Bills 13:18 - The Long Game: Portfolio Foundations vs. High-Volume Scaling Pitfalls 14:58 - Channeling Sam Zell & Stan Druckenmiller: "Show Me the Deal" & Watching One Basket 19:09 - What's the Endgame? Playing the Active Game vs. Retiring to a Beach 21:20 - Why Keeping Fiduciary Control Means Avoiding Unnecessary Partnerships 23:26 - Staying Grounded: Lessons from a Single Mother & Making a Local Impact 26:53 - Advanced Risk Reading: Top 3 Book Recommendations from Dr. Romano 28:26 - Outro & How to Book a Call with Dr. Romano Connect with Dr. Romano: Website: https://www.medicalexpertwitness.com/ Linkedin: 💼 https://www.linkedin.com/in/j-jordan-romano-5598144/ Socials & Contact Links Facebook: 📘 https://tempofunding.com/facebook Twitter/X: ✖️ https://tempofunding.com/twitter LinkedIn: 💼 https://tempofunding.com/linkedin Instagram: 📸 https://www.instagram.com/tempofunding Email: 📧 mailto:[email protected] #DrJordanRomano #MikeZlotnik #BigMikeFundPodcast #PhysicianInvestor #RealEstateInvesting #HyperLocalRealEstate #LandSubdivision #LandInvesting

In this episode of the Big Mike Fund Podcast, host Mike Zlotnik sits down with Sheldon Wolf, a serial entrepreneur with over 35 years of experience spanning real estate, finance, fintech, and artificial intelligence. Sheldon is the founder and CEO of Intellitary, an AI-powered transaction origination platform that is completely redefining how consumers, realtors, and mortgage lenders connect in real time. Sheldon Wolf is a lifelong entrepreneur, investor, and the founder of Intellitary. Over his four-decade career, he has built multiple high-growth companies across North America, completing millions of dollars in financial and real estate transactions while consistently staying ahead of major technology shifts. STOP! Your free eBook is ready. 🎁🚀 Get into the link to get instant access (before we take it down!): ➡️⏳ https://TempoFunding.com/ebook 📌 Learn our full investment playbook & connect: https://TempoFunding.com/Connect 🔑 Book your FREE strategy call to apply these conservative principles to your portfolio: https://TempoFunding.com/IRCall Timestamps 0:00 – Intro: Meet Sheldon Wolf, Founder of Intellitary 02:30 – 35 Years at the Intersection of Real Estate, Finance, and Tech 08:15 – Why Traditional Real Estate Lead Generation is Broken 14:40 – Inside Intellitary: Live AI Matching vs. Dead-End Lead Lists 21:10 – The "Un-Brokerage" Vision for the Future of Property Tech 28:55 – Code meets Contract: Why Software Needs Real-World Application 36:20 – Hard-Earned Lessons from Scaling Ventures Across Four Decades 44:15 – Sheldon’s Advice for Real Estate Investors and Tech Founders 51:40 – Outro & Where to Learn More About Intellitary Contact Guest Sheldon Wolfe: 🌐 Website: https://intellitary.com 🏢 Investors 2-Way: https://intellitary.com/investors 💼 LinkedIn: https://www.linkedin.com/in/sheldon-wolf-95011520/ Socials & Contact Links Facebook: 📘 https://tempofunding.com/facebook Twitter/X: ✖️ https://tempofunding.com/twitter LinkedIn: 💼 https://tempofunding.com/linkedin Instagram: 📸 https://www.instagram.com/tempofunding Email: 📧 mailto:[email protected] ABOUT US At Tempo Family of Funds & Syndications, we provide diversified, conservative commercial real estate investment opportunities tailored to meet the needs of busy investors. Our offerings include high depreciation deals, strong income funds for passive investors, and hard money loans. We manage everything from private lending to private equity and consulting. #MikeZlotnik #BigMikeFundPodcast #SheldonWolf #Intellitary #RealEstateInvesting #RealEstateAI #PropTech #ArtificialIntelligence #AIinRealEstate #RealEstateLeadGeneration #FinTech

In this episode of the Big Mike Fund Podcast, host Mike Zlotnik sits down with Ben Kahle, Managing Partner at Wellings Capital, to unpack the strategies behind scaling a commercial real estate private equity firm to over $230 million in investor equity. STOP! Your free eBook is ready. 🎁🚀 https://tempofunding.com/endgame/ Get into the link to get instant access (before we take it down!): ➡️⏳ https://TempoFunding.com/ebook 📌 Learn our full investment playbook & connect: https://TempoFunding.com/Connect 🔑 Book your FREE strategy call to apply these conservative principles to your portfolio: https://TempoFunding.com/IRCall Timestamps 0:00 – Intro: Meet Ben Kahle of Wellings Capital 02:15 – Ben’s Journey into Commercial Real Estate Private Equity 07:45 – How to Scale to $230 Million+ in Raised Capital 13:20 – The Power of Integrity and Transparency with Investors 19:10 – Deep Dive: Preferred Equity Structures and Control Rights 26:40 – Why the Operator Matters More Than the Real Estate Asset 33:15 – Evaluating Risks in Today’s Market: Excessive Leverage & Interest Rates 41:05 – Why "Boring" Asset Classes (Self-Storage & Mobile Home Parks) Outperform 48:50 – Advice for Passive Investors Vetting Sponsors 55:30 – Outro & Where to Connect with Ben Kahle Ben Kahle 📧 Email: [email protected] 🌐 Website: https://www.wellingscapital.com/ 💼 LinkedIn: Benjamin Kahle on LinkedIn Socials & Contact Links Facebook: 📘 https://tempofunding.com/facebook Twitter/X: ✖️ https://tempofunding.com/twitter LinkedIn: 💼 https://tempofunding.com/linkedin Instagram: 📸 https://www.instagram.com/tempofunding Email: 📧 mailto:[email protected] ABOUT US At Tempo Family of Funds & Syndications, we provide diversified, conservative commercial real estate investment opportunities tailored to meet the needs of busy investors. Our offerings include high depreciation deals, strong income funds for passive investors, and hard money loans. We manage everything from private lending to private equity and consulting. Our commitment to transparent communication, professional administration, and robust partnerships sets us apart. Our investment options span multifamily projects, self-storage, shopping plazas, industrial, hotel conversions, and more. We aim to be your go-to resource for institutional-quality investments that are tax-friendly and IRA-compatible. #MikeZlotnik #BigMikeFundPodcast #BenKahle #WellingsCapital #RealEstateInvesting #RealEstatePrivateEquity #RaisingCapital #CommercialRealEstate #SelfStorageInvesting

What do you do when a real estate syndication or fund exits an asset, but you can't use a traditional 1031 exchange because you own an LLC interest rather than direct real property? You turn to the "Lazy Man's 1031 Exchange." In this episode of the Big Mike Fund Podcast, host Mike Zlotnik sits down with Matt Hamilton, CPA and founder of Surefire Tax and Accounting, to unpack advanced tax reduction strategies for commercial real estate investors and fund managers. Matt breaks down how to strategically harvest passive losses using front-loaded bonus depreciation to completely wipe out passive capital gains in the same tax year. Get into the link to get instant access (before we take it down!): ➡️⏳ https://TempoFunding.com/endgame 📌 Learn our full investment playbook & connect: https://TempoFunding.com/Connect 🔑 Book your FREE strategy call to apply these conservative principles to your portfolio: https://TempoFunding.com/IRCall Timestamps 0:00 – Introduction: Meet Matt Hamilton, CPA (Surefire Tax and Accounting) 0:50 – State of the Market: Multifamily Volatility vs. Industrial & Mobile Home Park Resilience 3:10 – The Underwriting Dynamics of Single-Tenant Industrial & Data Center Conversions 4:51 – Cost Segregation Demystified: 5, 7, and 15-Year Depreciable Lives 7:00 – Tax Benefits Ranked by Asset Class: Why MHPs Crush Industrial for Bonus Depreciation 7:55 – Understanding Tenant Improvements (TI) & Qualified Improvement Property (QIP) 9:50 – Tax Buckets Explained: Passive Activity vs. Active/Non-Passive Income 11:25 – The Real Estate Professional Status (REPS) Unlock & High IRS Audit Risks 13:31 – Traditional 1031 Exchange vs. The "Lazy Man’s 1031 Exchange" 16:15 – Step-by-Step Practical Example of Passive Loss Harvesting 19:50 – Tax Planning Math: How to Calculate Your Estimated K-1 Gain Upfront 24:04 – Q4 Execution Risks: Handling December Closings & Suspended Passive Losses 26:03 – Surefire Advisory Services: How to Structure Deals & Connect with Matt Hamilton Connect with Matt Hamilton: LinkedIn: 💼 linkedin.com/in/matt-hamilton-cpa Website:  🌐 www.surefiretaxco.com Email: 📧 [email protected] Socials & Contact Links Facebook: 📘 https://tempofunding.com/facebook Twitter/X: ✖️ https://tempofunding.com/twitter LinkedIn: 💼 https://tempofunding.com/linkedin Instagram: 📸 https://www.instagram.com/tempofunding Email: 📧 mailto:[email protected] #BigMikeFundPodcast #RealEstateInvesting #PassiveInvesting #TaxStrategies #CostSegregation #BonusDepreciation #1031Exchange #CommercialRealEstate #RealEstateSyndication #WealthBuilding

In this episode of the Big Mike Fund podcast, host Mike Zlotnik is joined by Chase MacLeod, CEO and founder of MacLeod and Company, a boutique industrial and commercial real estate brokerage that has completed over $900 million in transactions. Chase breaks down the massive shift happening in industrial real estate across three key markets: Dallas-Fort Worth, Southern California's Inland Empire, and Miami. Discover why Dallas-Fort Worth is experiencing an unprecedented boom driven by AI data centers and their massive component supply chains, leading to millions of square feet in leasing requirements. Chase also explains the contrasting environment in the Inland Empire, where high vacancy rates are giving tenants unprecedented leverage, yet strict regulations like California's AB 98 make new warehouse development near residential areas nearly impossible. Finally, learn how global logistics, including Asian third-party logistics companies, are fueling port-driven demand in Miami, Savannah, and Houston. STOP! Your free eBook is ready. 🎁🚀https://tempofunding.com/endgame/ Learn our full investment playbook & connect: https://TempoFunding.com/Connect Book your FREE strategy call to apply these conservative principles to your portfolio: https://TempoFunding.com/IRCall Timestamps 0:00 - Introduction to Chase MacLeod and his background in commercial real estate 3:04 - The founding of MacLeod & Company and their focus on large warehouse logistics 4:52 - Dallas-Fort Worth Industrial Market: High demand and the AI data center effect 7:54 - Why Fort Worth is separating its real estate identity from Dallas 10:49 - The Inland Empire Market: Navigating high vacancy rates and tenant leverage 14:09 - Budget, geography, and clear height requirements for institutional warehouses 19:06 - California's AB 98 bill and its restrictive impact on new warehouse development 24:23 - Miami's port-driven market and the influence of Asian 3PL companies 28:13 - How mid-size distributors are utilizing Houston, Savannah, and Jacksonville 29:35 - Assessing the risk and reward for future bulk warehouse development Contact Chase MacLeod Website: 🌐 MacLeodCo.com Email: 📧 [email protected] Instagram: 📸 @MacLeod_co LinkedIn: 💼 @MacLeodCo Youtube:▶️ @CMacLeod1118 X: ✖️ @ChaseMacLeod Socials & Contact Links Facebook: 📘 https://tempofunding.com/facebook Twitter/X: ✖️ https://tempofunding.com/twitter LinkedIn: 💼 https://tempofunding.com/linkedin Instagram: 📸 https://www.instagram.com/tempofunding Email: 📧 mailto:[email protected] #IndustrialReal Estate #CommercialRealEstate #DataCenters #InlandEmpireRealEstate #DFWRealEstate #Logistics #Warehouses #SupplyChain #AB98 #3PL #RealEstateInvesting #BigMikeFund #MacLeodAndCompany

Adam and Mike dive deep into why traditional wealth management models might be draining your long-term returns through compounding 1% AUM fees. They break down the "New 60/40 Portfolio"—a strategy inspired by the legendary Yale Endowment (Swensen model) that shifts 60% of your retirement capital into non-correlated alternative assets like real estate, hard money loans, private equity, and gold, leaving only 40% in traditional equities. You'll learn how IRA Financial completely eliminated stacked broker fees by building an all-in-one platform partnering with Interactive Brokers, allowing you to seamlessly trade traditional stocks, crypto, and physical real estate under a single, low flat fee. They also discuss market concentration risks in the S&P 500, inflation-hedging strategies, and the timeless books that inspire their entrepreneurial mindsets. Get into the link to get instant access (before we take it down!): ➡️⏳ https://TempoFunding.com/endgame 📌 Learn our full investment playbook & connect: https://TempoFunding.com/Connect 🔑 Book your FREE strategy call to apply these conservative principles to your portfolio: https://TempoFunding.com/IRCall Timestamps 0:00 — Introduction to Adam Bergman and IRA Financial 0:42 — How Adam Transitioned from a New York Tax Lawyer to SDIRA Founder 1:44 — The Flat-Fee Advantage: Merging Stocks, Crypto, and Alts into One Platform 3:18 — Zero Commissions via the Interactive Brokers (IBKR) Strategic Partnership 4:49 — Leveraging the Illiquidity Premium for Wealth Compound Returns 5:48 — How a 1% Asset Management Fee Secretly Destroys Lifetime Retirement Value 7:10 — Automating Operations to Eliminate Transaction and Per-Investment Fees 9:09 — Busting Misconceptions: The Truth About Custodian Cash Float Profits 10:35 — Industry Trends: The Massive $1 Trillion Annual Shift from 401(k)s to IRAs 11:51 — The Yale Endowment Model: Flipping the 60/40 Portfolio Blueprint 14:10 — Real Estate vs. Bitcoin: Why Digital Gold Lacks Essential Cash Flow Predictability 16:08 — Combating Inflation via Hard Income-Oriented Private Assets 17:18 — Continuous Education: Adam’s 10th Book & Inspiration from Steve Jobs & Charlie Munger 22:48 — Outro and Connecting with IRAFinancial.com Connect with Adam Bergman Website: 🌐 IRAFinancial.com Email: 📧 [email protected] Socials & Contact Links Facebook: 📘 https://tempofunding.com/facebook Twitter/X: ✖️ https://tempofunding.com/twitter LinkedIn: 💼 https://tempofunding.com/linkedin Instagram: 📸 https://www.instagram.com/tempofunding Email: 📧 mailto:[email protected] #SelfDirectedIRA #RealEstateInvesting #AlternativeAssets #RetirementPlanning #WealthBuilding #PassiveIncome #YaleModel #BigMikeFund