Podcasts about capex

This week, the hosts break down a first-ever for the podcast—a Massachusetts quarry generating millions in cash flow and loaded with real estate and equipment.Business Listing - https://www.bizquest.com/business-for-sale/quarry-gravel-and-wall-stone-in-new-england-municipal-accounts/BW2188901/Sponsors:Check out Capital Pad – the marketplace for small business acquisitions where operators and investors meet: https://www.capitalpad.comLooking to explore franchise ownership? Check out Connor's site and all his resources: https://connorgroce.comEpisode Description:In this episode, the hosts examine a uniquely asset-heavy small business—a quarry in Massachusetts listed at $17M with $2.7M in cash flow. With a 68-acre land parcel, $6M in equipment, and 5.5 million tons of stone still underground, this business comes with significant upside and risk. They dig into USDA loan potential, specialty product vs. commodity rock dynamics, the implications of fluctuating demand, and how this type of deal might appeal to family offices. There's even a fun detour into San Antonio's wild Fiesta tradition. If you've ever wondered what it's like to buy a hole in the ground that prints money—this is your episode.Key Highlights:- Why a quarry deal is a first for the podcast in 400+ episodes- Understanding asset intensity and CapEx risk in quarry businesses- Revenue mix between government contracts and private clients- How to use USDA loans for large rural acquisitions- Real estate as a built-in exit option once the rock is gone- The role of family offices and what financing could look like- A 53% YoY profit spike—explained or not?- Why it's critical to hire a specialty buy-side advisor for niche deals- Bonus: a deep dive into San Antonio's Fiesta and corny coronationsSubscribe to weekly our Newsletter and get curated deals in your inboxAdvertise with us by clicking here Do you love Acquanon and want to see our smiling faces? Subscribe to our Youtube channel. Do you enjoy our content? Rate our show! Follow us on Twitter @acquanon Learnings about small business acquisitions and operations. For inquiries or suggestions, email us at contact@acquanon.com

What is the balance between hospitality's business efforts and sustainability efforts? That's what Andrea Foster, EVP of Hospitality Development at MindClick, is here to talk about on the podcast. The conversation covers how sustainability initiatives can improve guest experiences and align with corporate values. Andrea discusses the importance of measuring sustainability, the impact of intentional design, and the benefits of MindClick's data-driven platform. With anecdotes from their own experiences and practical insights, Dan and Andrea illustrate how forward-thinking practices in the hospitality industry can create positive environmental and economic outcomes.Takeaways:Integrate sustainability into the core values and operations of your business. Audit and measure sustainability metrics to continually improve practices.Create one-pagers and marketing materials that highlight sustainability initiatives and share them with corporate travel buyers and event planners. Train front-line employees to articulate the sustainability story to guests.Explore opportunities for green financing and lower cost of capital. Use data to demonstrate the financial benefits of sustainability to shareholders and stakeholders.Capture demand by aligning with the values of specific demographics (e.g., millennials, Gen Z, female travelers).Foster a company culture that celebrates continuous improvement in sustainability efforts.Incorporate sustainability into the initial planning stages of new projects to avoid disruptive changes later. Set clear benchmarks and goals for sustainability efforts and track progress over time.Quote of the Show:“ We can achieve growth and achieve success and profitability and return on investment while also making decisions that are considerate, careful, respectful, and responsible. There is a way to do both.” - Andrea FosterLinks:LinkedIn: https://www.linkedin.com/in/andreakmfoster/ Website: https://www.mindclick.com/ Shout Outs:0:44 - Cornell University https://www.cornell.edu/ 0:45 - Boston University https://www.bu.edu/ 0:47 - Purdue University https://www.purdue.edu/ 0:49 - Miraval Resorts  https://www.miravalresorts.com/ 0:50 - CBRE https://www.cbre.com/services/property-types/hotels 0:51 - Marcus Hotels https://www.marcushotels.com/ 0:54 - AHLA Foundation https://www.ahlafoundation.org/ 4:33 - JoAnna Abrams https://www.linkedin.com/in/joannaabrams/ 9:05 - Marriott https://www.marriott.com/default.mi 11:53 - Bitty and Beau's Coffee https://www.bittyandbeauscoffee.com/ 15:32 - Steve Jobs https://en.wikipedia.org/wiki/Steve_Jobs 19:58 - Metropolis Magazine https://metropolismag.com/ 39:51 - Ritz-Carlton https://www.ritzcarlton.com/ 47:14 - Hotel Marcel https://www.hilton.com/en/hotels/hvnsdup-hotel-marcel-new-haven/ 52:04 - Paul McElroy https://www.linkedin.com/in/paul-mcelroy-3387954a/ 52:05 - Highgate https://www.highgate.com/ 58:59 - Arne Sorenson https://en.wikipedia.org/wiki/Arne_Sorenson_(hotel_executive) 1:00:48 - Gloria Steinem https://en.wikipedia.org/wiki/Gloria_Steinem 1:08:38 - NYU Lodging Conference https://www.sps.nyu.edu/homepage/academics/divisions-and-departments/jonathan-m--tisch-center-of-hospitality/international-hospitality-conference.html 

Should you manage your rental property yourself or hire a property manager? In this episode of Strategy Saturday, Charles Carillo shares key insights from his 6 years of self-management experience and explains when it's time to delegate property operations. Discover the pros and cons of each approach, the true cost of control, and a third “hybrid model” that gives you the best of both worlds. You'll learn: • What property managers actually do—and what they charge • How to evaluate if self-management is right for you • The biggest mistakes new landlords make • How to set up systems if you manage rentals remotely • Tips for outsourcing CapEx, maintenance, and tenant communications Whether you're just starting your real estate journey or scaling into multiple markets, this episode will help you align your property management strategy with your business goals and personal freedom.

Wayne Courreges III is a Marine Corps veteran and the founder of CRI Partners, a real estate investment firm focused on building generational wealth through multifamily and entrepreneurial assets. After a 16-year career in asset and property management with CBRE, Wayne transitioned full-time to real estate investing in 2023. He now leads a $50M portfolio that spans value-add multifamily, RV/boat storage development, and strategic commercial projects in Texas and the Southeast.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Wayne's journey from Marine Corps to CBRE to full-time real estate entrepreneur was fueled by long-term vision and layered income streams. Asset management and development experience allowed him to take calculated risks while building CRI Partners. His model includes multifamily investments (80%) and entrepreneurial projects like RV/boat storage and mixed-use developments (20%). For passive investors, education is key—ask the right questions, vet the sponsor, and understand the deal before wiring money. Taking action and surrounding yourself with experienced mentors are essential to building momentum and avoiding costly mistakes.     Topics From W-2 to Full-Time Investor Started investing while working in commercial real estate at CBRE. Created income through asset management fees, acquisition fees, and development work before making the leap. Made the switch when he realized he couldn't serve both CBRE clients and investors at the level they deserved. Why Multifamily Is Still the Foundation 80% of his portfolio is traditional value-add multifamily across Houston and San Antonio. Focuses on deals in strong, secondary markets with stable rent growth and access to workforce housing. Prioritizes transparency, conservative underwriting, and investor trust. Entrepreneurial Investments: RV, Boat & Business Storage Developed a 20x50 enclosed storage facility based on lessons from a successful Huntsville, AL deal. Business tenants include HVAC companies, disaster response teams, stagers, athletic companies, ranchers, and state agencies. Facility design and location (highway visibility, 100k+ population) drive demand and retention. Diversification Through Local Development Acquired and rezoned 12 acres for a 150-unit multifamily development and SpringHill Suites hotel in Bryan, TX. Emphasizes that high-risk projects like these are only pursued when they're local and manageable. Maintains a disciplined approach—stabilize one asset before scaling the next. Educating Passive Investors Created PassiveInvestorCoaching.com to help LPs learn how to vet sponsors, markets, and opportunities. Teaches how to assess underwriting, ask better questions, and avoid the most common mistakes. Encourages LPs to start small and grow confidence through informed investing.    

How is hospitality education evolving? Nicolas Graf, chaired professor and Associate Dean at New York University's Jonathan M Tisch Center of Hospitality, joins Dan today to discuss the realm of hospitality education. Their discussion spans Nicolas's unique career path that started from being a high school dropout and chef apprentice in Switzerland, to becoming a chaired professor of hospitality. They explore the essential role of hospitality in everyday life and its potential for significantly impacting careers. The two dive into the future of hospitality education, emerging pathways for students and apprentices, and the substantial impact of hosting hospitality conferences. The episode also highlights the importance of saying 'yes' to opportunities, the evolution of the experience economy, and how institutions like NYU are shaping the future of the hospitality industry.Takeaways: Say "yes" more often to opportunities that come your way, even if they are outside your comfort zone. These can lead to unexpectedly positive outcomes and career paths.Recognize that the hospitality industry offers multiple pathways, including traditional four-year degrees, apprenticeships, and associate degrees that can credit work-based experience. Explore these options based on your circumstances and goals.Take advantage of financial aid and scholarships offered by institutions like NYU, especially if financial constraints are a concern. These avenues can significantly reduce the economic burden of higher education.Understand that the principles of hospitality (such as making people feel cared for and appreciated) are applicable across various industries beyond hotels and restaurants. Develop and leverage these skills to enhance your career in any field.Strive to positively impact others through your work. Whether you're an educator, manager, or employee, making a difference in people's lives is deeply rewarding.Be open to different roles and industries throughout your career. Experiences in jobs like hotels, consulting, and even internships can provide diverse skills and perspectives that are highly valuable.Quote of the Show:“ One thing that's always been exciting for me is when you can positively impact someone else, and that's probably why I am doing what I'm doing.” - Nicolas GrafLinks:LinkedIn: https://www.linkedin.com/in/nicolas-graf/ Website: https://www.nyu.edu/ Shout Outs:0:41 - TAM's Incubator https://tamsincubator.com/ 0:49 - Jonathan M Tisch Center of Hospitality https://www.sps.nyu.edu/homepage/academics/divisions-and-departments/jonathan-m--tisch-center-of-hospitality.html 5:24 - Virginia Tech https://www.vt.edu/ 6:29 - University of Houston https://uh.edu/ 6:34 - Essex Business School https://www.essex.ac.uk/departments/essex-business-school 6:42 - Cornell University https://www.cornell.edu/ 10:37 - Pennsylvania State University https://www.psu.edu/ 12:15 - Langone Health NYU https://nyulangone.org/ 12:26 - Harvard University https://www.harvard.edu/ 14:43 - National Academy Foundation https://naf.org/ 15:30 - Marriott Family Foundation https://www.jwasmarriottfoundation.org/ 15:51 - Bill Marriott Institute of Hospitality https://hospitality.utah.edu/ 16:01 - University of Utah https://www.utah.edu/ 17:43 - Howard University https://howard.edu/ 17:46 - Marriott-Sorenson Center for Hospitality Leadership https://business.howard.edu/hospitality-leadership 20:23 - Pyramid Hospitality Group https://www.pyramidglobal.com/ 22:30 - Danny Meyer https://en.wikipedia.org/wiki/Danny_Meyer 22:32 - Setting the Table https://www.amazon.com/Setting-Table-Transforming-Hospitality-Business/dp/0060742763 24:01 - Pine and Gilmore https://strategichorizons.com/pine-and-gilmore/ 24:56 - Macy's https://www.macys.com/ 25:16 - Adrian Cheng https://www.linkedin.com/in/adrian-cheng-chi-kong/ 25:21 - Rosewood Hotels https://www.rosewoodhotels.com/en/default 27:18 - Ritz Carlton https://www.ritzcarlton.com/ 28:35 - Hilton https://www.hilton.com/en/ 29:19 - Capital One https://www.capitalone.com/ 29:56 - Wall Street Journal https://www.wsj.com/ 30:04 - Tiffany's https://www.tiffany.com/ 32:45 - Norwegian Cruise Line https://www.ncl.com/ 34:23 - Citizen M https://www.citizenm.com/ 42:45 - Johnson and Wales https://www.jwu.edu/ 42:58 - Chip Wade https://chipwade.com/ 42:59 - Union Square Hospitality Group https://www.ushg.com/ 43:02 - Marcus Samuelsson https://en.wikipedia.org/wiki/Marcus_Samuelsson 50:44 - Questrex https://questex.com/ 

Athena Brownson is a former professional skier turned top-performing real estate agent, investor, and developer based in Denver, Colorado. After a career-ending battle with Lyme disease, she reinvented herself through real estate—combining her background in interior design and her passion for people into a thriving business. Athena is known for helping clients build long-term financial wellness through homeownership and strategic real estate investing, and she's especially focused on education, resilience, and relationship-driven service.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Athena began investing by house-hacking her primary residences, using a “live in it, then rent it” model to build her portfolio. She transitioned from interior design to real estate after recognizing her entrepreneurial spirit and desire for scalable impact. Investors must plan for CapEx reserves, property management, and insurance complications—especially in regulated markets like Denver. Building the right team is critical; your broker should be your connector to vetted contractors, lenders, and legal resources. Resilience—built through adversity and chronic illness—is the core of Athena's mindset and professional approach.     Topics From Ski Slopes to Showings Grew up in Breckenridge and became a pro skier by 15, competing for over a decade. Following multiple injuries and health challenges, transitioned to interior design, then real estate. Initially skeptical of real estate, she found mentorship and reframed her perception of agents through relationship-driven models. How She Built Her Real Estate Portfolio Started by purchasing homes, living in them, and turning them into rentals after two years. Leveraged Denver's strong appreciation to build long-term wealth without chasing high cash flow. Encourages clients to follow a similar path using primary residences as investment stepping stones. Investor vs. Homeowner Mentality Homeowners often buy emotionally; investors must approach with a long-term, data-driven mindset. Good investor agents should provide data on appreciation, vacancy, rental income, and CapEx projections. Understanding local laws, tenant rights, and insurance challenges is crucial for profitable investing. Why the Right Team Matters Your agent should introduce you to reliable property managers, lenders, contractors, and insurance brokers. Denver is a highly regulated market—landlord-tenant law varies even by neighborhood. Without the right team, investors risk costly missteps, code violations, and legal exposure. Resilience Through Adversity Diagnosed with Lyme disease, Athena rebuilt her career by focusing on real estate as her purpose and outlet. Her story highlights how clarity of mission and community service can create fulfillment and long-term success.    

How can a community make sure their residents are cared for, families are communicated with, and team members aren't burnt out? Tune in as Bryant McCann of Sage shares how their platform provides key pieces of data that equip operators to see the big picture of their community and promote seamless operations.Sage is a sponsor of Bridge the Gap. This podcast was recorded at the 2025 ASHA Annual Meeting. Produced by Solinity Marketing.Sponsored by Aline, NIC MAP, Procare HR, Sage, Hamilton CapTel, Service Master, The Bridge Group Construction and Solinity. Produced by Solinity Marketing.Become a sponsor of the Bridge the Gap Network.Connect with BTG on social media:YouTubeInstagramFacebookTwitterLinkedInTikTokMeet the Hosts:Lucas McCurdy, @SeniorLivingFan Owner, The Bridge Group Construction; Senior Living Construction Renovation, CapEx, and Reposition. Joshua Crisp, Founder and CEO, Solinity; Senior Living Development, Management, Marketing and Consulting.Become a sponsor of Bridge the Gap.

At the Battle of Ideas last October I went head to head with comedians Simon Evans, Nick Dixon, Paul Cox, Cressida Wetton and Ethan Green to debate who is the greatest. I made the argument that it was John Cleese. My initial pitch has just been released, so here, for your Sunday morning consideration, it is. I ended up winning the debate, but it was a close shave.Who, in your view, is the greatest? And why? Please let me know in the comments.If you enjoyed this video, please give it a like, share it somewhere, all that stuff. Thank you!And please subscribe to this excellent Substack, if you haven't already.Speaking of comedy, there are still a handful of tickets left for my show on Tuesday, if you happen to fancy some subversive musical satire. That's the Mid-Year Review on Tuesday, May 20 in London in sunny East London. I am just going through the set list - it is going to be an epic night. In other news, for long-suffering shareholders in STLLR Gold, the company just announced its latest PEA and MRE. We have been waiting a long time, and the market did not like it one bit. While the resource, 11 million ounces, is huge, the CAPEX to build this mine, $1.87 billion, is even huger. At $3/oz in the ground, it's hard to think of a mining company that's as cheap. But those ounces are cheap for a reason. Here, in case you missed it, is my write up from yesterday.Until next timeDominicIf you are thinking of buying gold to protect yourself in these uncertain times, the bullion dealer I use and recommend is the Pure Gold Company. Pricing is competitive, quality of service is high. They deliver to the UK, the US, Canada and Europe or you can store your gold with them. Find out more here. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

Carl Quintanilla, Sara Eisen, and David Faber broke down the latest data from the AM (Retail Sales, PPI, and more) along with this move higher in yields. Former Fed Governor Frederic Mishkin arguing the Fed is “appropriately” on hold here – and the deficit remains a huge issue… While the CFO of Walmart brought his read from the ground when it comes to the consumer – and possible price hikes ahead.  Plus: key break-outs of the stocks to watch here. United Health shares plunging on reports it's the subject of a new DOJ probe – why Mizuho thinks it could get removed from the Dow… Coreweave shares falling on fears over their Cap-Ex plans but Melius Research argues the stock is still a buy… And a breakdown of the deal sending Foot Locker shares surging in what could be their best daily performance ever.  Squawk on the Street Disclaimer

Thinking of selling your practice? Don't let outdated equipment drag down your deal. Jamie sits down with Diwakar Sinha, Founder & CEO of Polaris, to bust myths about CapEx and explain why smart upgrades before a sale can lead to higher valuations.

There's a lot that goes on pre-opening in hospitality, whether it be a hotel, a club, or a restaurant. That's where Jensen Moonien comes in. He is the Founder and Managing Director of La Rencontre, a consulting firm specializing in the F&B space of hospitality. Jensen discusses the importance of hospitality, sharing enduring memories without expecting anything in return, and highlights his entrepreneurial journey, including his move from Mauritius to Dubai. The conversation covers the complexities and strategies of opening a successful restaurant in Dubai, including market adaptation, the significance of the pre-opening phase, and the vibrant restaurant and nightlife scene in the UAE. Jensen also sheds light on the influx of investments in Dubai and the evolving trends in creating immersive and festive dining experiences.Takeaways: Bring global brands or concepts, but adapt them to fit the local market requirements. Understanding the local customer psyche is essential.Focus on getting the pre-opening phase right. Ensure all aspects, from design to marketing, are flawlessly executed to make a strong first impression.Engage with local consultants who understand the market dynamics, regulatory framework, and customer preferences to navigate the challenges more effectively.Location is crucial. Evaluate whether the concept is better suited for a hotel environment or an independent setup based on the target clientele and business goals.Establish connections with local PR firms, promoters, and concierge services that can drive customer footfall and enhance visibility.Consider innovative business models like dinner shows or hybrid concepts (restaurant + nightclub) that cater to local trends and customer behaviors.Identify and capitalize on the unique aspects of the business, whether it's the design, the culinary experience, or exclusive entertainment offerings.Quote of the Show:“I think everybody is kind of sold on the dream of coming to Dubai, of having the platform to create things, and it's true.” - Jensen MoonienLinks:LinkedIn: https://www.linkedin.com/in/jensen-a-moonien-121388b3/ Website: https://larencontre.ae/ Shout Outs:0:44 - Four Seasons https://www.fourseasons.com/ 0:45 - St Regis https://st-regis.marriott.com/ 0:46 - Ritz-Carlton https://www.ritzcarlton.com/ 4:33 - Vatel Mauritius https://www.vatel.mu/ 7:21 - Titanic https://en.wikipedia.org/wiki/Titanic 29:17 - Bagatelle https://bagatelle.com/ 29:21 - Zuma https://www.zumarestaurant.com/en/dubai 34:04 - RECA Hospitality https://www.linkedin.com/company/recahospitality/ 34:05 - Sunset Hospitality https://www.sunsethospitality.com/ 35:21 - Gaia https://www.gaiarealty.ae/services 40:57 - Sheikh Mohammed https://en.wikipedia.org/wiki/Mohammed_bin_Rashid_Al_Maktoum 

Eric Herzog, CMO of Infinidat, joins The Gumbo to break down the modern enterprise storage landscape—from ransomware resilience and AI integration to CapEx vs. OpEx tradeoffs. From why CIOs still undervalue storage in cybersecurity strategies to the real-world consequences of ignoring performance and ransomware recovery, this conversation dives deep into the business and technical drivers reshaping modern infrastructure. With 1,600+ cyberattacks hitting enterprises weekly, Herzog explains why secure, performant, and hybrid-ready storage is essential—not optional.

“Survive until 2025” embodied the essence of a challenging period and the hope for brighter days ahead. Now that 2025 has arrived, Arick Morton, CEO of NIC MAP, shares insights and the state of capital and growth outlook for the industry. Hear the 2024 recap and Q1 report with Kyle Gardner HERE.Produced by Solinity Marketing.Become a sponsor of Bridge the Gap.Sponsored by Aline, NIC MAP, Procare HR, Sage, Hamilton CapTel, Service Master, The Bridge Group Construction and Solinity. Produced by Solinity Marketing.Become a sponsor of the Bridge the Gap Network.Connect with BTG on social media:YouTubeInstagramFacebookTwitterLinkedInTikTokMeet the Hosts:Lucas McCurdy, @SeniorLivingFan Owner, The Bridge Group Construction; Senior Living Construction Renovation, CapEx, and Reposition. Joshua Crisp, Founder and CEO, Solinity; Senior Living Development, Management, Marketing and Consulting.

Your best new tenant might be sitting right above your head. On this episode of Retail Retold, Chris Ressa is joined by Bill Fitzgerald of Radial Power to reveal a game-changing secret for retail landlords: your rooftop is prime real estate. Backed by industry heavyweights like Starwood and Related, Radial Power is turning unused roof space into pure NOI with zero CapEx. Forget about just cutting costs—solar is adding revenue streams, hitting ESG goals, and future-proofing properties.Bill breaks down how Radial operates as a tenant, not just a service, paying you for your roof space and handling everything from installation to energy sales. This is rooftop leasing redefined, and it's supercharging the balance sheets of forward-thinking landlords.Ready to make your roof work for you? Tune in now.TakeawaysBill Fitzgerald has been in solar for about seven years.Radial Power helps drive sustainability through rooftop solar.Solar can drive value add and increase net operating income (NOI).There are two main ways to operate solar on properties: ownership or leasing.Radial Power operates as a rooftop tenant, managing all costs and risks.Monetization of solar includes selling electricity and environmental credits.Regulatory environments significantly impact solar operations and pricing.Solar energy is geographically sensitive due to varying regulations.Solar providers like Radial Power are often misunderstood as sellers of solar systems.Solar installations can create additional NOI without upfront capital expenditures.Chapters00:00 Introduction to Solar and Retail Real Estate02:45 Understanding Radial Power's Mission04:56 Exploring Solar Ownership Models08:47 Monetizing Solar Assets13:39 Regulatory Challenges in Solar Energy

In this thought-provoking episode, I'm joined by Tian Yang of Variant Perception to explore the deep structural forces reshaping the global economy and geopolitical order. From the unintended consequences of Donald Trump's tariff policies to China's underappreciated resilience and strategic foresight, Tian offers a fresh, data-driven perspective on the shifting balance of power between East and West. The conversation moves beyond headlines to examine how innovation, manufacturing re-shoring, and changing reserve dynamics are altering the investment landscape. Tian also highlights the growing divergence in policymaking philosophies between major economies and the investment opportunities arising from those fractures before highlighting Europe's fiscal constraints, the risks of financial repression in the US, and the emergence of a CapEx-driven supercycle. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.  Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

Today's episode pivots into real estate investing. Joining Dan is two experts of hospitality financing and investments, Nate Edgerly and Tom Donaldson, the CEO and Chairman of Enzo Group Inc. The discussion goes into the motivations behind investing in hospitality, the critical role of strong management teams, and the unique challenges and opportunities in scaling restaurant businesses. They explore the financial metrics used to evaluate investments, the impact of macroeconomic factors on the industry, and the potential for growth in fast-casual dining. This conversation provides valuable insights for investors, restaurateurs, and industry professionals looking to understand the complexities of hospitality investments.Takeaways: When considering an investment or running a restaurant, focus on delivering a strong perceived value to customers. Make sure the food quality, service, and overall experience justify the price they pay.Before expanding, ensure you have replicable systems and processes in place. Detailed documentation and standard operating procedures can help new locations maintain consistency and operational efficiency.Keep an eye on essential financial metrics. Aim for high unit volumes and substantial store-level EBITDA margins, while managing build-out costs effectively.Recognize the critical role of a general manager in each unit. Investing in their development can create a significant positive impact on operational performance. Make the GM role a career-worthy position.Weigh the risks and benefits of lease commitments. Striking the right balance between prime locations and manageable lease liability can be crucial for long-term sustainability.Stay informed about macroeconomic trends and consumer behavior, as these can significantly impact the restaurant industry. Adjust strategies accordingly to maintain a competitive edge.Quote of the Show:“What I love most about hospitality is the human connection.” - Nate EdgerlyLinks:LinkedIn: https://www.linkedin.com/in/tom-donaldson-8468a54/ LinkedIn: https://www.linkedin.com/in/nathan-edgerly-00084b3/ Website: https://enzogroup.com/ Shout Outs:15:53 - Outback Steakhouse https://www.outback.com/ 17:10 - Taco Bamba https://www.tacobamba.com/ 29:25 - Bojangles https://www.bojangles.com/ 43:24 - Setting the Table https://www.amazon.com/Setting-Table-Transforming-Hospitality-Business/dp/0060742763 46:03 - Carbone https://carboneofficial.com/ 47:01 - Sweetgreen https://www.sweetgreen.com/ 47:35 - Chopt Creative Salad https://www.choptsalad.com/ 48:11 - Chipotle https://www.chipotle.com/ 48:13 - Panera https://www.panerabread.com/en-us/home.html 50:15 - Investors Business Daily https://www.investors.com/ 50:17 - Wall Street Journal https://www.wsj.com/ 50:32 - Tiffany's https://www.tiffany.com/ 50:49 - Kohl's https://www.kohls.com/ 50:52 - Walmart https://www.walmart.com/ 51:01 - Apple https://www.apple.com/ 51:50 - Pret a Manger https://www.pret.com/en-US 55:07 - AOL https://www.aol.com/ 57:29 - Chick-fil-A https://www.chick-fil-a.com/ 58:09 - Subway https://www.subway.com/en-us/ 58:10 - Dunkin Donuts https://www.dunkindonuts.com/en 59:03 - McDonald's https://www.mcdonalds.com/us/en-us.html 59:04 - Wendy's https://www.wendys.com/ 

In this episode of The Future of Water, Reese Tisdale is joined by Bluefield Senior Analyst Charlie Suse to break down U.S. municipal water and wastewater treatment CAPEX forecasts through 2035. Bluefield's latest market model projects US$515 billion in treatment infrastructure capital expenditures, with spend expected to grow from US$37 billion in 2025 to over US$57 billion by 2035—driven by aging assets, stricter regulatory standards, and shifting service demands. Together, Reese and Charlie dig into the methodology behind the forecast, which incorporates asset inventories for over 75,000 treatment plants, EPA data across all 50 states, and detailed spending breakouts by project type, utility size, and asset category. They also explore: Why nearly 80% of investment will go toward upgrades and rehab rather than new builds Why mid-sized utilities represent a key growth opportunity for infrastructure and technology providers How the Southern U.S.—especially Texas and Florida—is both a growth engine and a high-risk investment zone The uneven and uncertain rollout of IIJA funding, with only 14% of appropriated funds distributed so far If you enjoy listening to The Future of Water Podcast, please tell a friend or colleague, and if you haven't already, please click to follow this podcast wherever you listen. If you'd like to be informed of water market news, trends, perspectives and analysis from Bluefield Research, subscribe to Waterline, our weekly newsletter published each Wednesday. Related Research & Analysis: U.S. Water & Wastewater Treatment Infrastructure CAPEX Forecasts, 2025–2035 U.S. Water & Wastewater Treatment Infrastructure CAPEX Data

If you've ever felt like you're making good money but not keeping enough of it, this episode is for you. Profit First expert and author David Richter unpacks how real estate investors—especially those in self-storage—can implement a simple yet powerful financial system to gain control of their cash, build wealth, and finally stop operating in the dark. Whether you're new to the Profit First method or need to get back on track, this episode will show you exactly where to start. KEY TAKEAWAYS Profit First: What is it, and how does it work? The “Golden Trio” accounts every business should have Biggest mistakes real estate investors make with Profit First Recommended account percentages for real estate operators How to prepare for CapEx and debt service using Profit First What a fractional CFO really does and how to know if you need one   RESOURCES/LINKS MENTIONED Rich Dad Poor Dad by Robert T. Kiyosaki | Paperback and Kindle  Profit First by Mike Michalowicz | Hardcover and Kindle  The Richest Man in Babylon by George S. Clason | Paperback, Hardcover, and Kindle  The Psychology of Money by Morgan Housel | Paperback, Hardcover, and Kindle  Profit First for Real Estate Investing by David Richter | Paperback and Kindle    Get David's Profit First resources and learn how to implement this game-changing system in your business today. Visit simplecfo.com/gift to download the FREE ebook, audiobook, and 1-page cheat sheet!   TWEETABLES "The three most important numbers in your business, cash wise, is what you make, spend and keep." - David Richter "If you think you're in self-storage, if you think you're in real estate, you're not, like, that's just the vehicle. The real game that you're playing is the game of money." - David Richter "Make profit a habit, not just a one off thing, like not an event that just is someday in the future. So make profit a habit in your business." - David Richter   ABOUT DAVID RICHTER  David is an active real estate investor who has played a key role in closing over 850 deals in the past 10 years. His experience spans across various strategies, including wholesale, turnkey, BRRRR, owner finance, rentals, lease options, and virtually every exit strategy imaginable.    While growing a real estate business from 5 to over 25 deals a month, David realized that despite the large sums of money coming in, it was quickly going right out the door. Having had the unique opportunity to sit in every role within a real estate company, he discovered his true calling in the finance seat-helping businesses understand where their money was really going.    David has successfully helped real estate companies avoid going out of business by building cash reserves and implementing the Profit First cash flow system. His expertise has been showcased on BiggerPockets, Real Estate Disruptors with Steve Trang, and many other prominent podcasts, shows, and stages.   As the founder and owner of SimpleCFO Solutions, David is committed to bringing real estate investors true financial clarity and freedom, ensuring they stop living from deal to deal.   CONNECT WITH DAVID  Website: SimpleCFO Solutions

Value-add sounds sexy… until it eats you alive. In this episode, Nico Salgado exposes the brutal reality behind those hyped-up "value-add" deals. From contractor nightmares to tenant drama, blown timelines to CapEx catastrophes — value-add isn't just paint and granite countertops. It's chaos, leadership, cash reserves, and grit. Learn what it really takes to survive and thrive in the value-add game without getting crushed. ✅ Inside this episode: Why most value-add budgets are complete fantasy How to spot contractor red flags before they wreck your project The hidden risks of tenant turnover (and how to manage them) Why patience reserves are just as important as cash reserves How to build real equity without losing your mind (or your shirt) Stop believing the gurus. Start building like a real empire maker.

Technology is transforming the senior living industry, but how is it impacting caregivers, residents, and families? In this episode of Bridge The Gap, Dave Blanchard, OD/Strategic Business Development at Hamilton CapTel, returns to discuss how digital solutions enhance caregiving, improve operational efficiency, and strengthen communication between residents, families, and providers.Produced by Solinity Marketing.Become a sponsor of Bridge the Gap.Sponsored by Aline, NIC MAP, Procare HR, Sage, Hamilton CapTel, Service Master, The Bridge Group Construction and Solinity. Produced by Solinity Marketing.Become a sponsor of the Bridge the Gap Network.Connect with BTG on social media:YouTubeInstagramFacebookTwitterLinkedInTikTokMeet the Hosts:Lucas McCurdy, @SeniorLivingFan Owner, The Bridge Group Construction; Senior Living Construction Renovation, CapEx, and Reposition. Joshua Crisp, Founder and CEO, Solinity; Senior Living Development, Management, Marketing and Consulting.

Despite news that the UK economy is set to slow due to uncertainty around US trade policy, our analysts Andrew Sheets and Bruna Skarica explain why they have a more optimistic outlook.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley.Bruna Skarica: And I'm Bruna Skarica, Chief UK Economist at Morgan Stanley.Andrew Sheets: Today we're going to talk about the United Kingdom and why, despite a downbeat outlook by many in the market, we remain more optimistic.It's Friday, May 2nd at 2pm in London.Bruna, it's great to talk to you again about the UK and not just because this is an unusual day in London where it's sunny and warm, and at the moment warmer than Los Angeles. You know, when discussing the UK, I do think you kind of need to take a step back. This is a country and an economy that's had a tough number of years where growth has been sub-trend, inflation's been higher, and a lot of assets have traded at a discount.So maybe just to give some context, talk to us a little bit about the last couple of years in the UK and the challenges the economy has faced.Bruna Skarica: Indeed, Andrew, I do think it's important to take a step back to appreciate just the amount of supply side shocks the UK has seen in recent years. First, between 2016 and 2020, of course, the country had to navigate Brexit negotiations. The elevated uncertainty kept a lid on business CapEx. In 2020, of course, as the rest of the world, we saw the lockdown and the pandemic. What followed were supply chain disruptions, and then, the European energy shock in 2022. I do want to zoom in on this final point because in its scale, the natural gas price surge in the UK was twice more of a hit to growth compared to the 1970s oil price shock.We've also seen a fair share of volatile market moves, most notably around the mini budget in the autumn of 2022. On top of all of this, the Bank of England into these supply side shocks had to hike interest rates to cap the inflation surge. And they went to above 5 per cent and have recently been relatively slower in reducing policy restrictiveness than most of its peers.So, when you tally all these factors up, it's really no surprise that the UK has seen an exceptionally weak post COVID recovery.Andrew Sheets: And that's continued right into this year. You know, I remember a lot of conversations with global investors heading into 2025, and again, the sentiment around the UK was kind of downbeat. Growth was pretty soft. Inflation was still high. Because inflation was high, interest rates here were still quite high. And so, you really had this, you know, unattractive mix of weak growth, high inflation, tight monetary policy. And then you could throw onto that, this uncertainty around the U.S. and trade. And you had a Trump administration that was adopting a more adversarial policy towards trade and towards Europe, which the UK was getting caught up in.So, you know – again, did I miss any of the challenges that the UK was facing, entering this year?Bruna Skarica: No, I think that's a great summary. First, at the end of last year, of course, the government faced some pretty tough decisions in the October budget, and they hiked a tax – a payroll tax really – in order to balance the books, which created somewhat subdued sentiment around the labor market this year.Now the labor market has been soft in the UK at the start of this year, but it did hold up a little bit better perhaps than the expectations from the end of last year. At the start of the year, we also saw the energy inflation forecast rise. So, that led to a more cautious tone by the Bank of England in February and March, as you mentioned. And now on the trade front, although we have a small manufacturing sector, we are a small open economy, we're a big beta to global growth dynamics.I would just like to mention here that one of the real bright spots of the UK economy in recent years have been services exports to the U.S., the kind of high-value-added white-collar services exports, which rose between 2019 and 2023 by 50 per cent. Now with the growth in the U.S. slowing and obviously the Euro area as well, UK growth will be affected too this year. We actually took our growth forecast down by around 30 basis points in our latest GDP revisions.Andrew Sheets: But Bruna, we're here to talk about the future and you know, I do think it's fair to say that going forward we think this picture is starting to look better. So, let's jump right into that. Across a number of specific points. Why do we think the UK story could look better as you look ahead?Bruna Skarica: Absolutely. I mean, the last point that I mentioned, I do think I want to put it in context. The trade related revisions in the UK are still less than what our colleagues in the euro area and the U.S. had undertaken in recent months on the back of the U.S. trade policy shifts. So, the UK does look a little bit like a relative winner there.Second, we now think that inflation can come down faster than both the Bank of England and the market expected at the beginning of the year. Commodities prices will do a fair bit of heavy lifting this year, but we do think that next year in particular, domestically generated inflation could slow fairly sharply as wage growth sticks around 3 to 3.5 per cent, which we think is fairly inflation target consistent.This all means the Bank of England should be able to cut more than the markets expect. We anticipate 125 basis point worth of cuts between May and November, and we think the terminal rate could fall to as low as 2 ¾. So, we think the neutral rate in the UK is between 2.5 to 3.5 per cent, and we do think the market still has a bit of adjustment to do in the sense of the pricing of the terminal rate one and two years ahead.The third point around fiscal policy I think is quite interesting. Fiscal policy has been in great focus in the UK in recent years. We had a big fiscal event in October. We had another fiscal event just now in March. The borrowing increase was less than what the market expected. Deficit projections are such that we are expecting deficit to fall from around 4.8 per cent this year to 3 per cent over the course of the next three years, and for debt to GDP ratio to remain at around 100 per cent of GDP. I would perhaps contrast that with France where our economist is expecting the deficit to remain north of 5 per cent over the course of the next two years.Finally, an important point to make is that the UK government amid trade shifts in the U.S. is looking for a closer relationship with the EU, or rather a trade reset with the EU. EU remains our closest trading partner and in the aftermath of Brexit, the current government has an ambition to improve trading in food and goods; and also to ensure that the UK is part of the European Defense Program, which would allow UK defense companies to partake in the defense and security path that the European Union presented in recent weeks. There is a summit being held on May 19th, and obviously the trade and corporation agreement is coming up for revision in 2026.So, we do think those relations between UK and the EU could become somewhat closer over the course of this year and next.But now a question from me, which is, what does all this mean on the strategy side? UK assets have obviously been quite unloved in recent years. Do you think that's about to change?Andrew Sheets: So again, I think it's pretty interesting that markets are anticipatory, and I think markets are pretty smart here. So, you've already seen the British pound, the currency do quite well. This year it's up against the dollar. You've seen the UK stock market do quite well. It's up about 5 per cent this year, despite the S&P 500 being down quite significantly.So, you're already seeing, I think, some signs that investors are warming up to the UK and you know, I do think that if our expectations play out, that could continue. You know, UK stocks do tend to be concentrated and slower growing, less exciting sectors. But their valuations are also less demanding. You know, the U.S. Stock Index trades at about 21 times next year's earnings. The UK stock market trades a little bit under 13 times next year's earnings.And I also think it's really important that if the Bank of England does cut interest rates more than the market expects, which again, as you discussed, is one of our expectations here at Morgan Stanley, that could be pretty supportive for the UK bond market, which continues to offer pretty high yields.Bruna, thanks for joining me for this conversation. It's always great to catch up with you.Bruna Skarica: My pleasure, Andrew. Thank you for the invite.Andrew Sheets: And thanks for listening. If you enjoyed the show, leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

In this episode of Trading Justice, Matt and Mark break down the third wave of the AI trade—and why it may be the most important one yet. From mega-cap CapEx to the monetization push, AI is no longer just a story—it's a strategy. They also dive into the state of earnings season, GDP strength, and the growing divergence between gold and bitcoin as macro hedges. With the Fed on deck next week, the guys look at how policy, tech, and inflation are colliding. Plus, a Coaches Corner segment to round things out with practical trading advice.

Nvidia (NVDA) doesn't report earnings until late May, butthat isn't stopping skyrocketing trading action. Diane King Hall points to a tailwind in the latest round of Mag 7 earnings, particularly Amazon's (AMZN) $100 billion planed CapEx spend toward A.I. However, Diane talks about cracks forming in analyst coverage with Seaport Securities' new sell rating on the stock.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Tariffs on Monday, none on Tuesday? Welcome to the new reality for Mexican manufacturers navigating the unpredictable trade landscape after recent political changes. In this conversation with Jorge Quijano, Head of Sales for Repstronics at APEX 2025, we dive into the real challenges facing companies operating south of the border—and the innovative strategies they're employing to stay competitive despite the chaos.Jorge paints a vivid picture of manufacturers literally rushing to build products over weekends and ship on Mondays, only to halt operations when tariffs suddenly shift again. Despite this turbulence, forward-thinking companies are positioning themselves for long-term success. "The companies that are really preparing for that moment are the ones that are going to be stronger," Jorge explains.The conversation expands beyond tariffs to explore how uncertainty is reshaping investment strategies. Rather than traditional equipment purchases, Repstronics now offers creative alternatives like leasing and rental options that convert CapEx to OpEx. Meanwhile, manufacturers are turning inward, focusing on automation to address persistent workforce challenges and exploring AI implementation—though often without fully understanding what they're asking for. As Jorge notes, "Sometimes we get a request that hey, we need to implement AI, but they don't have an idea of what it is." This mirrors the Industry 4.0 hype cycle that preceded it, though AI may finally help companies properly leverage the data they've been collecting for years.EMS@C-Level Live at APEX is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)EMS@C-Level is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com) You can see video versions of all of the EMS@C-Level pods on our YouTube playlist.

From zero to over $7M in self-storage assets—discover how two powerhouse women did it. In this insightful episode of the Hero Capital Show, Christy Brock and Margot Kennedy of WIIRE reveal how they pivoted from multifamily to self-storage and built a thriving commercial real estate portfolio—all while raising over $14M in capital. They break down their path from early missteps to mastering capital raises, securing seller-financed deals, and building long-term investor trust. Learn how they structured JV partnerships, overcame investor hesitation post-COVID, and now lead a momentum-driven acquisition pipeline of mom-and-pop self-storage properties with strong cash flow and recession resistance. If you're serious about scaling smart and partnering with credible operators, this is the blueprint. Top 5 Key Takeaways:Why Self-Storage Wins: Christy and Margot favor self-storage over multifamily due to easier operations, better risk management, and faster CapEx execution.Lessons from a $6M Raise Gone Sideways: Christy recounts wiring back nearly $6M due to a failed raise, sharing hard-won insights on investor alignment and structure.Credibility Through Transparency: The duo prioritizes real-time investor updates—even when things go wrong—to foster trust and long-term relationships.Investor Avatar Shift: Their ideal LPs are pre-retirees with capital in IRAs or 401(k)s, seeking cash flow, security, and diversification outside of volatile stocks.Team Sport Scaling: They emphasize partnerships with fund managers and others in the HERO community to raise faster, scale smarter, and close more deals.About Tim MaiTim Mai is a real estate investor, fund manager, mentor, and founder of HERO Mastermind for REI coaches.He has helped many real estate investors and coaches become millionaires. Tim continues to help busy professionals earn income and build wealth through passive investing.He is also a creative marketer and promoter with incredible knowledge and experience, which he freely shares. He has lifted himself from the aftermath of war, achieving technical expertise in computers, followed by investment success in real estate, management skills, and a lofty position among real estate educators and internet marketers.Tim is an industry leader who has acquired and exited well over $50 million worth of real estate and is currently an investor in over 2700 units of multifamily apartments.Connect with TimWebsite: Capital Raising PartyFacebook: Tim Mai | Capital Raising Nation Instagram: @timmaicomTwitter: @timmaiLinkedIn: Tim MaiYouTube: Tim Mai

What role does media play in hospitality? This episode welcomes media expert and Owner of Cali BBQ, Shawn Walchef. Shawn discusses his journey from creating award-winning barbecue restaurants in San Diego to building a successful media platform. He shares insights on the importance of hospitality, storytelling, and the role of time in perfecting one's craft. Shawn also offers practical advice on leveraging digital media to build and grow a business, emphasizing the need to create consistent content and the power of being a curious and compassionate host. This episode is a must-watch for those looking to embrace their media presence.Takeaways: Every business should think of itself as a media company. Start by creating long-form content, such as a podcast or YouTube channel, to share your story and connect with your audience.If you're starting a podcast, commit to a regular schedule. For example, publishing every week without fail can build discipline and ensure you develop a reliable content stream.Leverage multiple social media platforms like LinkedIn, TikTok, Instagram, and YouTube to share your content. Different platforms allow you to reach different segments of your audience.Curiosity is a driving force in hospitality. Engage with people by asking questions and showing genuine interest in their stories. This approach can deepen relationships and loyalty.Adopt a mindset of rapid experimentation. Try new technologies and media quickly. If you fail, you'll learn faster and can adjust your strategies accordingly.Find your "anchor tenant" or main partner that can lend credibility to your initiatives and help you attract more opportunities and partnerships.Listen to your audience and adjust your content strategy based on their feedback. This responsiveness can foster loyalty and better meet the needs of your listeners or viewers.Quote of the Show:“ The better that we get at our craft, the deeper the connections we make, both at our restaurants in real life, in our community, and online.” - Shawn WalchefLinks:LinkedIn: https://www.linkedin.com/in/shawnpwalchef/ Website: https://betheshow.media/ Instagram: https://www.instagram.com/shawnpwalchef/ Shout Outs:0:41 - Toast https://pos.toasttab.com/ 0:42 - Entrepreneur Media https://www.entrepreneur.com/ 3:20 - Canterbury Tales https://en.wikipedia.org/wiki/The_Canterbury_Tales 7:21 - Rado https://www.linkedin.com/in/radoivanov/ 7:23 - Marriott https://www.marriott.com/default.mi 9:39 - The Harvest https://www.amazon.com/Harvest-Bulgarian-Wealthy-Jolla-California/dp/1593302312 21:06 - YPO https://www.ypo.org/ 22:49 - Entrepreneurs' Organization https://eonetwork.org/ 28:15 - Pennsylvania State University https://www.psu.edu/ 32:59 - Malcolm Gladwell https://en.wikipedia.org/wiki/Malcolm_Gladwell 33:17 - The Beatles https://en.wikipedia.org/wiki/The_Beatles 34:31 - Bo Burlingham https://boburlingham.com/about-bo/ 34:34 - Small Giants https://www.amazon.com/s?k=small+giants+book&adgrpid=1333708168067507&hvadid=83356831320179&hvbmt=be&hvdev=c&hvlocphy=104764&hvnetw=o&hvqmt=e&hvtargid=kwd-83357101759371%3Aloc-190&hydadcr=24658_10677455&mcid=7a177b91d24a3c459e23975de93a8c7c&msclkid=0715b194226a1581950ed985139a43a1&tag=mh0b-20&ref=pd_sl_71wu97gg72_e 34:46 - Annie DiFranco https://en.wikipedia.org/wiki/Ani_DiFranco 46:30 - Digital Hospitality https://www.digitalhospitality.com/ 47:41 - Family Style https://www.youtube.com/playlist?list=PL9aOArcA5Ia6KBNpggZJqQmrtw_lNkGqe 47:54 - Greg Majeski / Room for Seconds https://www.youtube.com/playlist?list=PLnoDJBRl8k--uSzQfVFpLeiJmqjzQIfFq 48:53 - Field of Dreams https://en.wikipedia.org/wiki/Field_of_Dreams 50:01 - Kevin Costner https://en.wikipedia.org/wiki/Kevin_Costner 

Microsoft (MSFT) is the best performer of the Mag 7 this year... but it's still down about 7% in 2025. Caroline says it can reclaim investor interest through its A.I. CapEx and cloud revenue, though both face headwinds in a tariff-led economy. Jenny Horne later joins the conversation and adds that Microsoft also serves as a barometer for other aspects of tech investors may miss.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

How valuable are bitcoin miners to hyperscalers? Christian Lopez answers the question and breaks down the current landscape of bitcoin mining capital markets. FILL OUT THE MINING POD SURVEY BY CLICKING HEREYou're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 15,000 Bitcoiners: https://newsletter.blockspacemedia.comWelcome to The Mining Pod! Today, Christian Lopez, Head of Digital Assets at Cohen and Company Capital Markets, joins us to break down Bitcoin mining's ever-shifting capital market landscape. Lopez explains why there's currently a glut of mining sites on the market, why private miners struggle to secure funding, and why the HPC/AI retrofit narrative is more complex than it seems. We also discuss how potential tariffs might affect mining operations, why Bitcoin mining stocks are correlating differently with Bitcoin than in previous cycles, and the evolving relationship between Bitcoin miners and institutional investors.- 1.5GW of mining sites currently for sale- Private miners face nearly impossible fundraising- Site retrofits for HPC require total rebuilds- Hash rate correlation with BTC price declining- Tariffs may increase CapEx by 10-30%- Hyperscalers want 150MW+ sites near major citiesTimestamps:00:00 Start01:47 Current market for miners04:22 M&A landscape11:42 Fractal12:04 AI & HPC hype14:27 Raising capital right now17:59 Is retrofitting real?21:36 Tariffs26:16 Is capital chasing AI instead of mining?

Guy Adami and Dan Nathan dissect the current state of the market after the second Trump administration's first 100 days, tariff impacts, and key economic events. The pair highlights significant headlines from the Wall Street Journal and discusses the implications of automotive tariffs, GM profits, and job cuts at UPS. They weigh in on the persistent high volatility index, bond market movements, and the differing stances within the financial sector, particularly David Solomon's comments from Goldman Sachs. The episode also examines macroeconomic factors affecting big tech companies like Nvidia and Microsoft, CapEx investments, and the potential for an economic recession. The conversation wraps up with expectations for upcoming Federal Reserve meetings, earnings reports, and job numbers, emphasizing the intertwined nature of global economic policies and market reactions. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

FILL OUT THE MINING POD SURVEY BY CLICKING HERE You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 15,000 Bitcoiners: https://newsletter.blockspacemedia.com Welcome to The Mining Pod! Today, Christian Lopez, Head of Digital Assets at Cohen and Company Capital Markets, joins us to break down Bitcoin mining's ever-shifting capital market landscape. Lopez explains why there's currently a glut of mining sites on the market, why private miners struggle to secure funding, and why the HPC/AI retrofit narrative is more complex than it seems. We also discuss how potential tariffs might affect mining operations, why Bitcoin mining stocks are correlating differently with Bitcoin than in previous cycles, and the evolving relationship between Bitcoin miners and institutional investors. - 1.5GW of mining sites currently for sale - Private miners face nearly impossible fundraising - Site retrofits for HPC require total rebuilds - Hash rate correlation with BTC price declining - Tariffs may increase CapEx by 10-30% - Hyperscalers want 150MW+ sites near major cities Timestamps: 00:00 Start 01:47 Current market for miners 04:22 M&A landscape 11:42 Fractal 12:04 AI & HPC hype 14:27 Raising capital right now 17:59 Is retrofitting real? 21:36 Tariffs 26:16 Is capital chasing AI instead of mining?

How do you turn a small franchise into a massive empire?In this episode, Dan Rowe chats with Neel Bhargava, co-founder of NB Group, who's reshaping the world of franchise investment with his unique multi-unit, multi-brand approach. Neel's journey took him from the world of consulting and private equity to becoming a powerhouse entrepreneur, scaling some of the most successful brands in the franchise space.In this episode of Smart Franchising Podcast, Neel reveals:-How he invested in Crunch Fitness group that scaled from just 10 locations to over 65-The European Wax Center's strategic growth and how it sparked huge expansion-Franchise investment: the pros and cons from a private equity perspective-Managing the complexities of team building, financial infrastructure, and making the right investmentsOn the Investment Strategy that Drove Exponential GrowthNeel: “You start with a platform business, and then you make add-on acquisitions to build it... Rolling up a couple of franchisees to get the volume and continue growth while managing the challenges of integrating various companies.”On Embracing the Franchising ChallengesNeel: “There are pros and cons to franchising... Some of the pros are less upfront thought and work required. There's a playbook that's been written for you... The negatives are, back to the playbook, the quality of that playbook varies and you don't have control to really impact it.”On Leveraging Analytical Insight for SuccessNeel: “We aim to make at least three and a half times our money on every investment... Payback period on that new build CapEx is critical to determining how much we like a multi-unit concept.”

You've been lied to about cap rates. Brokers flash shiny cap rates in your face — but behind the scenes? Fake numbers, hidden expenses, and looming CapEx tsunamis. In this episode, Nico breaks down why cap rates mean nothing without context, how to spot broker tricks, and what REALLY matters when buying multifamily deals. Stop chasing fantasy returns — start underwriting like a pro. Stay sharp, stay dangerous, stay Small Axe strong.

While at the 2025 Aline Innovation Summit, Josh and Lucas sat down with new CEO of Aline, Brandon Logsdon, to discuss the direction of Aline, and how they're moving towards a connected ecosystem of programs to help deliver on promises and unify the industry with the Aline data.Produced by Solinity Marketing.Become a sponsor of Bridge the Gap.Sponsored by Aline, NIC MAP, Procare HR, Sage, Hamilton CapTel, Service Master, The Bridge Group Construction and Solinity. Produced by Solinity Marketing.Become a sponsor of the Bridge the Gap Network.Connect with BTG on social media:YouTubeInstagramFacebookTwitterLinkedInTikTokMeet the Hosts:Lucas McCurdy, @SeniorLivingFan Owner, The Bridge Group Construction; Senior Living Construction Renovation, CapEx, and Reposition. Joshua Crisp, Founder and CEO, Solinity; Senior Living Development, Management, Marketing and Consulting.

Guest post by Brian O' Toole, Consumption and Software Sales Leader at Dell Technologies AI is rapidly reshaping the business landscape, making digital transformation not just a priority but a necessity for Irish organisations. Yet as companies look to harness its potential, they often find themselves navigating increasingly complex IT environments - a challenge that can feel overwhelming for businesses of all sizes. Whether it's navigating cloud migration or staying secure and scaling AI projects or even just managing day-to-day IT workloads with limited resources, there's one thing we keep hearing from businesses and organisations alike is that 'we need to simplify'. At Dell Technologies, we've seen these challenges firsthand - and that's why we're helping organisations embrace technology as-a-Service. Adopting this approach can help simplify operations, modernise IT infrastructure, and give businesses the agility they need to innovate at speed in the AI era. A Fresh Approach to IT Management Today, IT teams face a perfect storm of priorities from business leaders responding to external challenges. These priorities pressure IT leaders to do more with less as they get operations teams to innovate while addressing expanding regulatory frameworks around data. All these pressures and potentially competing priorities increase the risk of IT decision sprawl that could solve problems in one area while adding complexity in others. To help IT and business leaders navigate this environment and shift IT costs from capital expenditure (CapEx) to operational expenditure (OpEx), Dell APEX Cloud Platforms provide integrated infrastructure management that reduces multicloud complexity while strengthening security and governance. APEX is a portfolio of fully integrated, turnkey systems that integrate Dell infrastructure, software and cloud operating stacks to deliver consistent multicloud operations. By extending cloud operating models to on-premises and edge environments, Dell APEX Cloud Platforms bridge the cloud divide by delivering consistent cloud operations everywhere. With Dell APEX Cloud Platforms, you can: Minimize multicloud costs and complexity in the cloud ecosystem of your choice. Increase application value by accelerating productivity with familiar experiences that enable you to develop anywhere and deploy everywhere. Improve security and governance by enforcing consistent cloud ecosystem management from cloud to edge and enhancing control with layered security. The shift to an As-a-Service approach gives businesses control without the chaos. Whether a scaling startup or an established large business planning to advance their Multicloud solutions or leverage AI-driven applications, they can get access to latest technology such as storage, servers, devices and cloud services - on demand with only the cost for what they use. Enabling organisations to innovate in an AI and Multicloud era For organisations, the shift to an as-a-service model is not just about simplifying IT systems, it's about ensuring they can unlock innovation and growth. Businesses can pay for what they use which aligns technology investment to actual value and usage. This approach is especially critical for costly infrastructure such as GPUs, servers, and storage which all require substantial investment. By spreading costs over time, organisations in Ireland can forge a cost-effective pathway to leveraging cutting-edge AI capabilities without being locked into long-term technology commitments. In Ireland, we're seeing a growing appetite for more agile, scalable IT models, especially among businesses embracing AI, hybrid work, and Multicloud strategies. As the debate between public and private clouds are fading, Multicloud ecosystems are the future, and Dell APEX is leading the charge. With partnerships spanning hyper scalers like Microsoft, Red Hat, VMware, and Google Cloud, Dell APEX delivers simplified IT management across environments. Dell APEX innovatio...

SLB (SLB), formerly known as Schlumberger, missed on its latest earnings report. What makes this an overlooked stock, according to George Tsilis, is its importance to cyclicality in the oil and gas space. He also explains that the potential pullback in CapEx spend from businesses will pin additional pressure on SLB.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Robert Schein believes Alphabet (GOOGL) will set the tone for Mag 7 earnings on deck this week. He expects to see weaker guidance across the Big Tech spectrum but says the most important numbers will be cloud revenue and A.I. CapEx spend. Robert eyes Amazon (AMZN) as an attractive buy as valuation shrinks back to levels not seen since 2009. One non-Mag 7 company catching his attention: Netflix (NFLX). Its valuation is rich to Robert for now but urges investors to keep an eye on it once price retreats.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

  The first half of this decade has witnessed a significant acceleration in green capex – investment that advances UN Sustainable Development Goals (SDGs). Yet, a combination of tariff-driven uncertainties, focus on corporate returns and interest rate headwinds is set to see a slower pace of growth in the back half of this decade.   As corporates re-evaluate the risk/returns on investments, Ehsan Khoman, Head of Research – Commodities, ESG and Emerging Markets (EMEA), believes that uncertainties in today's operating environment will deepen the differentiation of green capex verticals based on cost curve positioning, elasticity to higher prices/costs as well as consumer appetite. Listen into this week's podcast, where Ehsan discusses potential US tariff implications on the outlook for key green capex verticals.

Unexpected repairs can crush your cash flow—but a home warranty might help. In this episode of The Real Wealth Show, Kathy Fettke talks with expert Randy about how home warranties work, what they cover, and how they can reduce CapEx surprises for real estate investors. Whether you're hands-on or hands-off, this could be a smart tool to protect your ROI.

Sometimes you find yourself born into a business. That's exactly what landed Xavier Lividini, Managing Partner at Hospitality Advance International, in the hospitality industry as he comes from a family of hoteliers! Xavier shares insights from his extensive career in operations, marketing strategy, and hospitality management and development. The episode covers stories from his time at iconic hotels like the Waldorf Astoria and the InterContinental and highlights valuable lessons from his family's multigenerational involvement in the hotel industry. He also shares his entrepreneurial journey of founding Hospitality Advance International and his rewarding work in the boutique hotel space. The episode provides a refreshing look into some interesting hospitality stories that you won't want to miss.Takeaways:Focus on creating memorable experiences for guests in all aspects of hospitality, from the welcome at the front desk to the services provided in restaurants and rooms.Gain experience in varied departments such as front desk operations, food and beverage, and sales. Broad knowledge across departments can lead to more significant leadership opportunities.Shift from a traditional management style to a coaching approach. Focus on developing your team by providing constructive feedback and supporting their growth.Stay open to learning from peers, mentors, and even those you supervise. Recognize the value of diverse experiences and backgrounds in the industry.Be prepared to take on responsibilities outside your comfort zone. These challenges can provide significant learning experiences and opportunities for advancement.Engage in professional organizations and groups to stay updated with industry trends and connect with other professionals globally.Quote of the Show:“It's really about working with people, working with a team, and coaching these people.” - Xavier LividiniLinks:LinkedIn: https://www.linkedin.com/in/xavier-lividini-5402035/ Website: https://www.hospitalityadvance.com/ Shout Outs:4:32 - Waldorf Astoria https://www.hilton.com/en/brands/waldorf-astoria/ 5:03 - Frank Sinatra https://en.wikipedia.org/wiki/Frank_Sinatra 11:15 - Westin Hotels https://westin.marriott.com/ 11:16 - Intercontinental Hotel https://www.ihg.com/intercontinental/hotels/us/en/reservation 12:28 - Houstonian https://www.houstonian.com/ 15:44 - Flamingo Hilton https://www.hilton.com/en/hotels/lasflgv-hilton-grand-vacations-club-flamingo-las-vegas/ 18:22 - Penn State University https://www.psu.edu/ 21:46 - Madison Square Garden https://www.msg.com/madison-square-garden 25:57 - Century Plaza https://www.fairmontcenturyplaza.com/ 31:09 - Lime Tree Bay Resort https://www.limetreebayresort.com/ 36:58 - The Mutiny https://www.providentresorts.com/the-mutiny-hotel-coconut-grove-miami 40:45 - Hilton https://hilton.com/ 41:54 - Meadowlands Hilton https://www.hilton.com/en/hotels/ewrhhhf-hilton-hasbrouck-heights-meadowlands/ 42:38 - New Yorker https://www.newyorkerhotel.com/ 43:24 - Luther Rackley https://en.wikipedia.org/wiki/Luther_Rackley 

A $7M bouncy house and carnival rental business in Georgia—genius niche or inflatable insanity?Business Listing - https://www.bizquest.com/business-for-sale/incredible-business-opportunity/BW2346015/

How do you market your brand to your team members? Sara McVey, CEO of Sequoia Living, says it's all about the culture you create. Listen as she breaks down how operators can balance mission, margin, and culture to deliver the best outcomes to residents, families, and teams.A special thanks to our BTG Ambassador, Paula Gomez, from Sequoia Living for connecting us with Sara.Become a sponsor of Bridge the Gap.Sponsored by Aline, NIC MAP, Procare HR, Sage, Hamilton CapTel, Service Master, The Bridge Group Construction and Solinity. Produced by Solinity Marketing.Become a sponsor of the Bridge the Gap Network.Connect with BTG on social media:YouTubeInstagramFacebookTwitterLinkedInTikTokMeet the Hosts:Lucas McCurdy, @SeniorLivingFan Owner, The Bridge Group Construction; Senior Living Construction Renovation, CapEx, and Reposition. Joshua Crisp, Founder and CEO, Solinity; Senior Living Development, Management, Marketing and Consulting.

In this powerhouse episode of Around The Horn in Wholesale Distribution, hosts Kevin Brown and Tom Burton welcome back Economist and Analytics Expert Alex Chausovsky from the Bundy Group for a deep dive into the macroeconomic forces shaking up the world of wholesale distribution.With 7 keynotes in 7 days, Alex brings timely, boots-on-the-ground insight into what industry leaders are thinking, fearing, and forecasting. The trio takes on the “Big Four” disruptors—tariffs, inflation, recession risk, and geopolitical tension—and translates headline volatility into grounded, strategic actions for manufacturers and distributors.Whether you're concerned about shifting trade policies, interest rate confusion, or how to plan CapEx in a fog of uncertainty, this episode delivers both perspective and practical steps to weather the storm and seize new opportunities.Guest Spotlight:Alex Chausovsky is Director of Analytics and Consulting at the Bundy Group, a boutique investment bank specializing in sell-side and capital raise advisory. With over 25 years of experience applying economic data to business strategy, Alex speaks at 100+ engagements a year, making him a sought-after voice in data-driven decision-making for complex markets. His pragmatic approach strips away economic theory to focus on what's actually happening in the trenches—making this episode a must-listen for strategic leaders in distribution and manufacturing.Key Takeaways:Data vs. Sentiment: Current hard data shows surprising economic resilience, even as business sentiment tanks.Tariffs as a Strategic Weapon: Not all tariffs are created equal; how they're applied matters more than their existence.CapEx Planning: Businesses are delaying big-ticket investments, but not canceling them—yet.Interest Rate Chess Match: Powell vs. Trump—expect a standoff driven by inflation management vs. economic stimulation.Multipolar World Order: Geopolitical fragmentation and the rise of corporate influence are redefining global power structures.Inventory Arbitrage & Pricing: Smart companies are using strong balance sheets and predictive pricing strategies to ride out tariff uncertainty.AI is Taking a Backseat (Temporarily): Tariffs and geopolitics have temporarily eclipsed AI as the hottest topic in strategic planning.Leave a Review: Help us grow by sharing your thoughts on the show.Join the conversation each week on LinkedIn Live.Want even more insight to the stories we discuss each week? Subscribe to the Around The Horn Newsletter.You can also hear the podcast and other excellent content on our YouTube Channel.Follow us on Facebook, Twitter, Instagram, or TikTok.

“ Our hospitality starts with education, but it's also having a welcoming point of view.”Scott Young, Founder of SSWING, an innovative indoor golf training facility in New York City, and an expert golfer joins the podcast today to hash out the meaning of hospitality and dive into his business. They discuss the broader meaning of hospitality in various environments, focusing on creating a welcoming yet challenging space to help people improve. The conversation dives into Scott's analytical approach to golf using math and biomechanics, balancing customer comfort with pushing them to new limits. Scott shares insights from his touring days and stories about the honesty and pressure in golf. The episode highlights the importance of process-oriented improvement and maintaining a clear mental focus.Takeaways: Whether it's golf or any other aspect of life, embrace a mindset of continuous improvement and commit to bettering yourself.Aim to have a consistent and clear process for achieving your goals. In golf, this means focusing on your pre-shot routine and execution rather than being overly concerned with the outcome.Utilize technology such as biomechanics assessments, high-speed cameras, and other tools to get precise feedback and improve your performance.Develop mental resilience by practicing staying focused and present in high-pressure situations. This can be beneficial in sports and various other stressful scenarios in life.If appropriate for your business, consider a membership model to build a committed community and create a steady revenue stream.After any performance or practice, reflect honestly on your process and identify areas where you either succeeded or could improve.Use personal stories and experiences, whether from a professional athlete or your own life, to gain insights and inspire your growth journey.Quote of the Show:“  My essence of SSWING is that every single person who walks through our door leaves a better golfer or a better mover.” - Scott YoungLinks:LinkedIn: https://www.linkedin.com/in/scott-young-28b5569/ Website: https://www.sswing.com/ Podcast: https://podcasts.apple.com/us/podcast/pivot-the-path/id1713829364 Shout Outs:3:28 - Rosemary Young https://www.linkedin.com/in/rosemary-k-young-92b4821/ 4:54 - Shinnecock Hills Golf Club https://www.shinnecockhillsgolfclub.org/ 4:55 - Augusta National https://www.masters.com/index.html/ 12:04 - New York University https://www.nyu.edu/ 14:17 - David Kennedy https://www.linkedin.com/in/david-kennedy-03821b3/ 16:46 - British Airways https://www.britishairways.com/travel/classic-home/public/en_us/ 16:56 - JFK Airport https://www.jfkairport.com/ 22:15 - PGA https://www.pgatour.com/ 23:46 - Callaway https://www.callawaygolf.com/ 34:43 - Australian Open https://ausopen.com/ 38:09 - Rory McIlroy https://en.wikipedia.org/wiki/Rory_McIlroy 38:36 - Tiger Woods https://en.wikipedia.org/wiki/Tiger_Woods 39:30 - Jack Nicklaus https://en.wikipedia.org/wiki/Jack_Nicklaus 42:53 - Max Verstappen https://en.wikipedia.org/wiki/Max_Verstappen 42:54: Roger Federer https://en.wikipedia.org/wiki/Roger_Federer 47:42 - US Open https://www.usopen.com/ 

Consolidating essential care tech into one, optimized ecosystem is how Mike Wang, former Green Beret and cardiothoracic nurse, and Founder and Chief Clinical Officer of Inspiren, is working to make his revolutionary tech the standard across senior living. Listen as Mike discusses how his devices are created with caregivers in mind that provide actionable data to help inform optimized operations. Produced by Solinity Marketing.Become a sponsor of Bridge the Gap.Sponsored by Aline, NIC MAP, Procare HR, Sage, Hamilton CapTel, Service Master, The Bridge Group Construction and Solinity. Produced by Solinity Marketing.Become a sponsor of the Bridge the Gap Network.Connect with BTG on social media:YouTubeInstagramFacebookTwitterLinkedInTikTokMeet the Hosts:Lucas McCurdy, @SeniorLivingFan Owner, The Bridge Group Construction; Senior Living Construction Renovation, CapEx, and Reposition. Joshua Crisp, Founder and CEO, Solinity; Senior Living Development, Management, Marketing and Consulting.

Trump's tariffs are wreaking havoc for bitcoin miners at a time when hashprice is near all-time lows.You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 12,000 Bitcoiners: https://newsletter.blockspacemedia.comWant to mine Bitcoin? Check out the Blockspace Media store today!Welcome to The Mining Pod! Will and Colin break down the harsh reality of bitcoin's hashprice hovering around $40, putting many miners at break-even or underwater. The hashprice woes couldn't come at a worse time, as the Trump administration's tariffs are poised to increase CAPEX costs for miners in the U.S. The Trump tariff chaos sent miners scrambling to charter multi-million dollar flights for ASIC imports in the eves before the administration effected a 90-day pause on its proposed policy. We also discuss Pakistan's plans to use Bitcoin mining for surplus electricity. And for this week's cry corner, if you wanted to vastly outperform the market year to date, you should have invested in this ETF that is short ETH. # Notes:- Hash price down to around $40- Most public miners at break-even or underwater on direct costs- Trump paused tariffs for 90 days, China still at 125%- $2.33B of mining hardware imported to US in 2024- Pakistan turning to Bitcoin mining for surplus power- 2x inverse ETH ETFs up 247%, best ETFs of 2025Timestamps:00:00 Start01:20 Difficulty Report06:40 Tariff deadline scramble15:35 Mining stocks21:27 Pakistan BTC mining28:39 Cry Corner: Is ETH ded?

What does it take to be the number one small hostile in North America? Today we welcome Nathan St. Cyr, Co-Founder of Malama Capital and Owner of Howzit Hostels, to tell us just that. Dan and Nathan dive into Nathan's journey within the hospitality industry, including his foundational experiences in sales, his profound motivation rooted in personal history, and the creation of successful hospitality ventures in Maui. They talk about the six human emotional needs, their own podcast experiences, and the evolution of their business practices. This engaging conversation highlights the unique aspects of building a culture-focused hospitality brand.Takeaways: Focus on how your role or business can contribute to the well-being and happiness of others, which will enhance customer satisfaction and loyalty.Ensure your service or hospitality offering addresses the six human emotional needs: variety, security/certainty, connection, significance, contribution, and growth.Leadership and mindset are crucial. Develop a leadership style that emphasizes positivity, contribution, and personal development. Shift focus towards mindset training to ensure your team operates at its best.Implement frameworks such as EOS to streamline operations, improve efficiency, and ensure your team is aligned with the company's goals.Invest in effective marketing strategies to tell your story. Use platforms like podcasts and social media to reach a wider audience and create a personal connection with potential customers and investors.Celebrate and acknowledge significant milestones, both within the team and with guests. This creates a sense of community and shared success.Quote of the Show:“ We really focused on anybody that worked for us to not just want to want a job. We wanted people that wanted to be a part of something special and build something unbelievable.” - Nathan St. CyrLinks:LinkedIn: https://www.linkedin.com/in/nathan-st-cyr-467069241/ Website: https://www.malama-capital.com/ Hotel Investor Playbook Podcast: https://www.hotelinvestorplaybook.com/ Shout Outs:7:54 - Tony Robbins https://www.tonyrobbins.com/ 8:02 - Unleash the Power Within https://www.tonyrobbins.com/events/unleash-the-power-within 21:08 - Red Week Magazine https://www.redweek.com/ 34:09 - Unique Stays Summit https://www.theuniquestays.com/ 42:15 - Entrepreneurial Operating System https://www.eosworldwide.com/ 42:15 - Traction https://www.amazon.com/Traction-Get-Grip-Your-Business/dp/1936661837/ref=sr_1_3_sspa?adgrpid=1341404754019562&dib=eyJ2IjoiMSJ9.ivUyjhmThfkakmCVvM6aQvCiS2WBd8hy_jhV5TwuzPU9G-5kyOKn0VG08Gbmn0LNWMKfZcDEaOvFEcmIpasOvcygqGHIPdVb9f92F2jYT4-UUs0jHKJ0hfKqJNtqf2ts2-lnl0VTBC-btKXlD5Fbw1KlBsx7H73YC8d50hu916_KbJwfWy0nT7mEJl09olMwEOl035Dd0md2s6yJoh81daWBzNGU1pmW8NLWWWEccB4.Z6S2hs5q8J6UJuk0-qTmoFMtstrz1Qy6FvHZ0NvvO1g&dib_tag=se&hvadid=83838035983337&hvbmt=be&hvdev=c&hvlocphy=104764&hvnetw=o&hvqmt=e&hvtargid=kwd-83838151976689%3Aloc-190&hydadcr=22532_13494448&keywords=traction+book&mcid=a8e247c38b8e323ca52ee6f95a77314c&msclkid=6377a5a0deed155ecd69c250e1c39430&qid=1743798068&sr=8-3-spons&sp_csd=d2lkZ2V0TmFtZT1zcF9hdGY&psc=1 44:02 - Gino Wickman https://www.ginowickman.com/ 47:58 - Penn State University https://www.psu.edu/ 

Jonathan Nichols is a real estate investor and co-founder of Apogee Capital, based in the Dallas-Fort Worth metroplex. Formerly an aerospace engineer, Jonathan transitioned into multifamily real estate in 2019 and has since acquired eight multifamily properties and one self-storage facility totaling 1,000 units. He brings an analytical, systems-based approach to acquisitions and asset management, leveraging his engineering background to scale strategically in Texas and Oklahoma.     Get ready for REWBCON 2025, happening from April 10th to 12th! Use my code JOHN at checkout for 10% off your ticket. Key Takeaways: Transitioning from aerospace engineering to full-time real estate investor was driven by a desire for entrepreneurship and dissatisfaction with corporate ceilings. Strategic scaling includes focusing on one area of real estate—acquisitions, capital raising, or asset management—before trying to juggle all three. Jonathan emphasizes using project-based virtual help and the “Buy Back Your Time” principle to grow the business efficiently. His current investment focus is on B-class multifamily properties in both primary and tertiary Texas and Oklahoma markets. Jonathan believes in leveraging partnerships, staying lean, and maximizing operational efficiency over aggressive expansion.     Topics: From Aerospace to Real Estate Passion for entrepreneurship and systems-thinking led Jonathan to real estate. His corporate experience built a solid foundation for data-driven decision-making and risk management. The Launch of Apogee Capital Started with single-family investing before moving into multifamily. Made the full-time leap after successfully completing two major deals and having a third under contract. Making the Jump from W-2 to Full-Time Investing Used a “point of no return” analogy to describe the moment he had to commit fully. Recommended having proof of concept and income before making the transition. Encourages consulting mentors and a trusted circle before leaving a day job. Time Management and Scaling Up Leveraging tools like the Buy Back Your Time method to maximize productivity. Hiring project-based VAs for tasks like web design helped free up his bandwidth. Delegating wisely and tracking what truly moves the needle is critical to long-term success. Market Shifts and Strategy Adjustments Previously focused on Oklahoma and other tertiary markets due to DFW competition. Now sees Dallas as a market ready for reentry due to softening rents and increased vacancies. Transitioning from C-class to B-class assets to reduce CapEx risk and improve asset quality. Structure and Operations Jonathan and his wife divide duties: he focuses on acquisitions; she handles asset management. Portfolio ranges from 75 to 170 units, with a preference for properties large enough to support full on-site teams. Long-term vision includes vertical integration but currently partners with third-party managers.