Podcasts about private capital

Carly Stagge left corporate finance at JP Morgan and did $1 million in assignment fees her first full year in Denver. She explains why her company double closes every deal now, and how transactional funding moved their average fee from $17,500 to $25,500 in a single month. She also covers what a double close does that an assignment cannot, including the ability to renegotiate price with the seller, and why assignment fee laws in states like Pennsylvania and Ohio are pushing wholesalers toward it. KEY TALKING POINTS: 0:00 - Intro 3:11 - Carly's Million-Dollar First Year 5:23 - Why Wholesaling Became Addictive 6:59 - Finding Deals in Colorado 8:45 - Marketing & Direct-to-Seller Methods 9:53 - Double Closing as Free Marketing 11:50 - Bigger Spreads Through Double Closing 15:34 - Building Your Own Capital 17:01 - Keys to First-Year Success 19:19 - Overcoming Fear of Spending Money 20:35 - Networking & Learning From Mentors 23:34 - Starting the Transactional Funding Fund 26:16 - Career Path: Finance to New Western 28:03 - Goals for the Funding Company 30:47 - Most Rewarding Deal Story 32:49 - Where to Find Carly & Outro LINKS: Instagram: Flip Fund Capital https://www.instagram.com/flipfund_capital/ Website: Flip Fund Capital https://www.flipfundcapital.com/ Instagram: David Lecko https://www.instagram.com/dlecko Website: DealMachine https://www.dealmachine.com/pod Instagram: Ryan Haywood https://www.instagram.com/heritage_home_investments Website: Heritage Home Investments https://www.heritagehomeinvestments.com/

Realberry looks at 100 deals to close 2 or 3. That funnel discipline is at the core of Realberry’s multifamily strategy. It’s also how a $3.4 billion firm has stayed sharp through a housing recession most Colorado investors are still living through. Taylor Hazlett, Senior Director of Private Capital, joins Chris Lopez to walk through the firm’s process. Together, they cover how Realberry filters opportunities, underwrites in today’s market, and finds the rare deal worth chasing. Chris hosts the Denver Real Estate Investing Podcast for Colorado investors who want more than surface-level takes. Before moving to the capital side, Taylor spent 7 years at Realberry. He started as a civil engineer at Clemson and later built a couple thousand lots at Century Communities. Today, his team has built close to 400 BTR units through a joint venture with American Housing Ventures out of Texas. He now also helps lead fundraising for the firm’s private capital efforts. From the capital seat, he sees exactly how the firm’s deal discipline plays out. The conversation covers why Realberry walks away from bidding wars. It also covers how the team underwrites base, downside, and upside scenarios, and why discipline matters more in a soft market than in a strong one. The read on Colorado then starts with a hard truth for developers. Existing multifamily is trading at roughly 20 to 30% below what it would cost to build new. For example, a building you could buy for $300,000 per unit costs $400,000 per unit to build from scratch. As a result, capital is walking away from ground-up projects and chasing acquisitions instead. Water tap fees running $30,000 to $50,000 per unit and impact fees adding another $15,000 per home in some municipalities are only widening the gap. The recent 60-unit Castle Rock townhome acquisition is a case in point. It’s a mark-to-market opportunity that fit the buy box precisely because building new did not pencil. Taylor also points to early signs of recovery. Rent concessions on a Realberry-operated Broomfield townhome community dropped from 8 weeks free to 2 weeks in just 3 months. Meanwhile, insurance carriers are sharpening pencils, and construction costs have stayed flat for 3 to 4 years. Taken together, these signals suggest the market is starting to firm, even if rents have not caught up yet. In This Episode We Cover: Inside Realberry’s multifamily deal funnel and the Monday investment committee Why Colorado has fewer than 40 active BTR deals while Texas has hundreds The $2.40 to $2.45 per square foot rent threshold for suburban multifamily to pencil Why rent concessions dropped from 8 weeks to 2 weeks on a Broomfield townhome deal in 3 months How the firm underwrites with base, downside, and upside scenarios to survive market swings The Castle Rock 60-unit mark-to-market deal and why it fit the buy box What the 21st Century Road to Housing Act could mean for BTR investors Stay tuned for upcoming episodes featuring Realberry’s leadership team and behind-the-scenes property walks through some of Denver’s most recognizable developments. Watch the Youtube Video Timestamps 00:00 Introduction01:13 Realberry background and $3.5B AUM02:13 Taylor’s path into real estate05:06 Building 400 BTR units with American Housing Ventures06:25 Why Colorado has so few build-to-rent deals08:07 Water tap fees and impact fees10:02 The 100 to 2 deal funnel13:17 Inside the Realberry investment committee20:07 Where deal flow comes from23:12 How Realberry underwrites in today’s market35:22 Concessions burning off in Broomfield37:20 Construction costs, insurance, and tax appeals40:07 The Castle Rock mark-to-market deal44:51 Class A vs Class C dynamics47:43 Colorado water rights50:17 The federal housing bill and BTR Links in Podcast Realberry Website: https://www.realberry.com Portfolio: https://www.realberry.com/portfolio LinkedIn: https://www.linkedin.com/company/realberryinvest Instagram: https://www.instagram.com/realberryinvest Investor inquiries: ir@realberry.com Taylor Hazlett LinkedIn: https://www.linkedin.com/in/taylor-hazlett-6a62a725 Who is Realberry? Realberry, formerly McWhinney, is a Denver-based real estate investment, development, and management firm founded in 1991 by brothers Chad and Troy McWhinney. For nearly 35 years, the firm has focused on creating places people love, with a portfolio spanning master-planned communities, multifamily, hospitality, industrial, and mixed-use developments. Its work includes Denver Union Station, Dairy Block, the Crawford Hotel, and Centerra, and has earned ULI Awards of Excellence, Michelin Keys, and U.S. News Best Hotels recognition. Realberry is family-founded, community-centered, and future-focused.

How did China grow its EV industry? Hint: it wasn't really central planning from Beijing. It was a magical concoction of entrepreneurs and local officials using their guanxi to dance around giant SOEs and central-government regulation, leverage private and foreign capital, and just be really excellent business people. That's led to our situation in 2026 — world-beating companies that have a ton of overcapacity and are set to take over the planet. To discuss, we have ANU Professor Fengming Lu, who recently wrote a fantastic paper in The China Journal, titled The Rise of China's Electric Vehicle Industry: Strategic Alliances Between Local Governments and Private Capital, alongside Irene Zhang, contributor and analyst at China Talk. We also get into the lessons this story holds for other strategic industries like robotics and AI — plus a little detour into the Chinese podcasting ecosystem. Our conversation covers: China's automotive transformation from 130 small carmakers in the 1990s to the world's most competitive EV industry. The rise of Chery, Geely, and other Chinese auto champions — how local connections, foreign technology, and creative financing helped them break into an industry dominated by state-owned enterprises. The downside of success — how China's EV boom created an overcapacity problem. The role of guanxi and elite politics in deciding who gets to build cars. When Chinese EVs go global — record exports, overseas factories, trade tensions, and whether the same local-government playbook will shape the next wave of industries, from robotics to AI. Learn more about your ad choices. Visit megaphone.fm/adchoices

How did China grow its EV industry? Hint: it wasn't really central planning from Beijing. It was a magical concoction of entrepreneurs and local officials using their guanxi to dance around giant SOEs and central-government regulation, leverage private and foreign capital, and just be really excellent business people. That's led to our situation in 2026 — world-beating companies that have a ton of overcapacity and are set to take over the planet. To discuss, we have ANU Professor Fengming Lu, who recently wrote a fantastic paper in The China Journal, titled The Rise of China's Electric Vehicle Industry: Strategic Alliances Between Local Governments and Private Capital, alongside Irene Zhang, contributor and analyst at China Talk. We also get into the lessons this story holds for other strategic industries like robotics and AI — plus a little detour into the Chinese podcasting ecosystem. Our conversation covers: China's automotive transformation from 130 small carmakers in the 1990s to the world's most competitive EV industry. The rise of Chery, Geely, and other Chinese auto champions — how local connections, foreign technology, and creative financing helped them break into an industry dominated by state-owned enterprises. The downside of success — how China's EV boom created an overcapacity problem. The role of guanxi and elite politics in deciding who gets to build cars. When Chinese EVs go global — record exports, overseas factories, trade tensions, and whether the same local-government playbook will shape the next wave of industries, from robotics to AI. Learn more about your ad choices. Visit megaphone.fm/adchoices

With 60 days until our next event, I'm asking a bigger question: What standards should a private lending conference actually hold to?There are more conferences than ever, but are they creating enough value for lenders, sponsors and attendees?I'm laying out what we're trying to do differently, challenging some of the norms in the industry, and getting my dad's perspective after 20 years of building one of the biggest brands in private lending.The 60-day countdown starts now.

- Join David's email list, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com In this "best-of" interview, I sit down with Spencer Hilligoss to discuss what it really takes to raise private capital and build lasting relationships with investors. We explore how to find the right investors, build trust before you have a deal, create compelling investment presentations, avoid common fundraising mistakes, and why transparency is the key to attracting long-term investment partners. Whether you're raising money for a business acquisition, real estate investment, or another entrepreneurial venture, this conversation is packed with practical advice for first-time capital raisers. Watch the video and learn how to raise private capital for your business. **** Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidCBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com ----- #PrivateCapital #BusinessFunding #RealEstateInvesting #Entrepreneurship #Investing #CapitalRaising #BusinessGrowth #SmallBusiness Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero . Terms & Conditions apply.* See the video of my Xero story here: https://youtu.be/LfaGUfwStqo Youtube music licensing code: 5PJWQOE5ZZHTQSRY

This one is from the archive. It first went out in January 2025 on my previous podcast, and I'm bringing my favourite episodes across so the whole journey lives in one place.What does it actually take to become a female founder in fintech with no degree, no finance background and no network handed to you?In this episode I share the full story. Dropping out of high school at 15 to study fashion. Buying my first property at 19. Building and selling my first fitness company. Launching a podcast about investing. Moving across the world to the US. And eventually pitching myself into a co-founder role in private capital, an industry I had no business being in on paper.I get real about the failures too. A retreat business wiped out by COVID. A partnership that fell apart. Getting burned by the smoke and mirrors of the capital raising world. And the mindset that changed everything for me: shoot your shot, ask for what you want, then prove it.I also talk about what it feels like to be the only woman in the room. When we ran Founders AI Lab, the room was 98% male. That number is not an accident, and it is exactly why I keep talking about this.In this episode:Why I never doubted I would be an entrepreneur, and how an unconventional upbringing shaped thatBuying my first investment property at 19 with my grandfather as a mentorBuilding, pivoting and selling my first company, Activate UWhat real estate, crypto and my first podcast taught me about money and riskThe side of capital raising nobody warns you aboutHow I pitched myself for a co-founder role and got itBeing 2% of the room, and why women belong in finance and techI've teamed up with Aj Yadav to launch The Agent Labs, home of The Content Stack: a 40 day challenge where he hands over the agents behind his 400K-follower content machine. Join us: theagentlabs.aiReshaping how women flourish in the age of AI: focused on growing revenue, rewiring self-doubt, and becoming visible alongside a badass ambitious community.

How did one NFL team lose money over the past year? Is "buying" a college basketball team a good investment? And LeBron James may or may not win in Philly, but in his new city, business is booming. Joe Wilson from Omega Wealth Private Capital joins us every week to talk sports and money. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.

How did one NFL team lose money over the past year? Is "buying" a college basketball team a good investment? And LeBron James may or may not win in Philly, but in his new city, business is booming. Joe Wilson from Omega Wealth Private Capital joins us every week to talk sports and money. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.

GB Energy's £1 million solar investment freed up savings a Hull hospital had left on the table for years. It's an example of what can happen when a state-backed investor takes risks the market won't. GB Energy calls itself an activist investor, built to put public money behind the frontiers where private capital moves too slowly: deepwater wind, long duration storage, public sector solar. The interesting question now is how far this model can scale, and how well it keeps sharing that risk with private capital as it grows.Dan McGrail, CEO of Great British Energy, joins Ed Porter to explain how Britain's state-owned energy company decides where to invest, and why it's taking on the risks private money won't take first.They cover: - Why the "activist investor" model can justify riskier bets than pure-return investors would take - and where that logic stops making sense- How to identify an investment "frontier": the areas of high ambition where private capital isn't moving fast enough to hit national targets- What a queue of 50GW+ in unsolicited co-investment enquiries reveals about investor appetite for state-backed risk-sharing- Why community-owned local energy can outperform national schemes on economic impact - one Orkney turbine now funds housing, buses and insulation- Why chasing niche global market share, not local content quotas, may be the smarter industrial strategy for competing with ChinaGot a question about the build-out of batteries, solar or wind in GB or Europe? That's what Ko is for - sign up to try for free.Transcript available hereYou can watch or listen to new episodes every Tuesday. Transmission is a Modo Energy production. Your host is Ed Porter - Director EMEA & APAC at Modo Energy.Chapters00:00 £1m Solar Saving At A Hull Hospital00:43 Guest Introduction: Dan McGrail, CEO Of GB Energy01:11 GB Energy's Company Model And DESNZ Ownership02:42 Investment Committee Discipline Vs Government Thinking03:23 The "Frontiers" Strategy Explained07:44 Floating Wind And The Deepwater Frontier09:03 ScotWind, Rising Costs And Investor Confidence12:33 Three Strategic Pillars: Offshore, Onshore, Local19:56 Public Entrepreneurship Vs Maximising Profit21:17 The Siemens Story: Why Private Capital Wants In22:35 50GW Of Unsolicited Investment Enquiries26:00 Electrically Qualified Workers And The Skills Gap30:45 Shapinsay's Community-Owned Wind Turbine34:34 Solar On Hospitals And Schools37:16 Balancing Solar With Battery Storage39:56 GB Energy's £8.3 Billion Budget: Progress So Far41:14 Contrarian View: Industrial Legacy Over Cheap Energy

GB Energy's £1 million solar investment freed up savings a Hull hospital had left on the table for years. It's an example of what can happen when a state-backed investor takes risks the market won't. GB Energy calls itself an activist investor, built to put public money behind the frontiers where private capital moves too slowly: deepwater wind, long duration storage, public sector solar. The interesting question now is how far this model can scale, and how well it keeps sharing that risk with private capital as it grows.Dan McGrail, CEO of Great British Energy, joins Ed Porter to explain how Britain's state-owned energy company decides where to invest, and why it's taking on the risks private money won't take first.They cover: - Why the "activist investor" model can justify riskier bets than pure-return investors would take - and where that logic stops making sense- How to identify an investment "frontier": the areas of high ambition where private capital isn't moving fast enough to hit national targets- What a queue of 50GW+ in unsolicited co-investment enquiries reveals about investor appetite for state-backed risk-sharing- Why community-owned local energy can outperform national schemes on economic impact - one Orkney turbine now funds housing, buses and insulation- Why chasing niche global market share, not local content quotas, may be the smarter industrial strategy for competing with ChinaGot a question about the build-out of batteries, solar or wind in GB or Europe? That's what Ko is for - sign up to try for free.Transcript available hereYou can watch or listen to new episodes every Tuesday. Transmission is a Modo Energy production. Your host is Ed Porter - Director EMEA & APAC at Modo Energy.Chapters00:00 £1m Solar Saving At A Hull Hospital00:43 Guest Introduction: Dan McGrail, CEO Of GB Energy01:11 GB Energy's Company Model And DESNZ Ownership02:42 Investment Committee Discipline Vs Government Thinking03:23 The "Frontiers" Strategy Explained07:44 Floating Wind And The Deepwater Frontier09:03 ScotWind, Rising Costs And Investor Confidence12:33 Three Strategic Pillars: Offshore, Onshore, Local19:56 Public Entrepreneurship Vs Maximising Profit21:17 The Siemens Story: Why Private Capital Wants In22:35 50GW Of Unsolicited Investment Enquiries26:00 Electrically Qualified Workers And The Skills Gap30:45 Shapinsay's Community-Owned Wind Turbine34:34 Solar On Hospitals And Schools37:16 Balancing Solar With Battery Storage39:56 GB Energy's £8.3 Billion Budget: Progress So Far41:14 Contrarian View: Industrial Legacy Over Cheap Energy

In this episode, ⁠Adam Torres⁠ interviews ⁠Mirna Marovic⁠, Managing Director, Investor & Private Capital Advisor at VentureXchange Ltd. Mirna discusses fundraising across European private markets, the importance of trusted investor relationships, emerging fund managers, and supporting innovation through venture capital and private equity. Follow Adam on Instagram at ⁠https://www.instagram.com/askadamtorres/⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠https://missionmatters.lpages.co/podcastguest/⁠ Visit our website: ⁠https://missionmatters.com/⁠ More FREE content from Mission Matters here: ⁠https://linktr.ee/missionmattersmedia⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode, Adam Torres interviews Mirna Marovic, Managing Director, Investor & Private Capital Advisor at VentureXchange Ltd. Mirna discusses fundraising across European private markets, the importance of trusted investor relationships, emerging fund managers, and supporting innovation through venture capital and private equity. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

David R. Priest walked away from a $13 million, 90-unit deal — and roughly $200,000 out of his own pocket — after discovering the partner set to sign his loan was flagged on Fannie Mae's ineligible list. Three years later, he's General Partner on over 2,000 apartment units and has personally raised $10 million in private capital for multifamily syndications across Texas. In this episode, Logan sits down with David to unpack how that early collapse became the turning point that redirected him into capital raising, the "DEAL" method he uses to screen a deal in under ten minutes — looking at location, operator, and debt long before he ever looks at the numbers — and why he'd rather give investors a "smooth ride" than chase the highest possible return. David also breaks down the counterintuitive reason he treats a $50,000 investor with the same respect as a $500,000 one, and what he's watching for in the Texas multifamily market over the next year. Whether you're trying to raise your first dollar of capital or place your next investment, this is a masterclass in credibility, discipline, and playing the long game.Five key takeaways:Turn failure into fuel. David's first deal — a $13M, 90-unit acquisition he tried to run himself — fell apart when his loan-signing partner turned out to be flagged on Fannie Mae's checklist, costing him close to $200,000. That failure pushed him to pivot into capital raising, where he's since raised over $10 million.Borrow credibility from proven operators. New to the business with no track record, David built credibility by affiliating with experienced, top-tier operators — using the analogy that everyone remembers Steve Jobs, not Apple's number two or three — and by putting his own money into every deal he raises for.Screen deals with the "DEAL" method, numbers last. David evaluates location, the operator's track record, and the debt structure before ever touching the underwriting — letting him say "no" to most deals in under ten minutes and save deep analysis for the one or two that actually deserve it.Communication beats the biggest return. A 2.5x return on a poorly-run oil and gas deal still cost David his willingness to reinvest, because the communication was bad throughout. He argues investors want a "smooth ride" more than they want a rollercoaster with a great payout at the end.Every investor deserves equal respect. A consistent $50,000 check-writer can be more valuable than a one-time $500,000 investor — and in David's own experience, treating a $50K investor well led directly to a referral for his first $500,000 check.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

Has one NFL team mastered the art of timing? Are the ESPN layoffs a reminder for the rest of us? And what's with Tom Brady's re-brand? Joe Wilson from Omega Wealth Private Capital joins us every week to talk sports and money. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.

Has one NFL team mastered the art of timing? Are the ESPN layoffs a reminder for the rest of us? And what's with Tom Brady's re-brand? Joe Wilson from Omega Wealth Private Capital joins us every week to talk sports and money. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.

Join Us for DealMachine Unveiled: https://www.dealmachine.com/unveiled Martine Richardson built her entire rental portfolio without putting a dollar of her own money down, and in this episode she shows exactly how. She walks through her private capital framework, starting with how to find deals below market value and structure funding from private lenders instead of banks. She also breaks down what those lenders actually want to hear before they'll fund a deal, and how to structure the deal so they keep coming back to fund the next one.   KEY TALKING POINTS: 0:00 - The 20% Down Myth 1:18 - 5-Step Capital Framework 3:53 - First Rental Property Story 5:22 - Easier Than Wholesaling 6:13 - What Private Lenders Want 8:18 - The Freedom Funding Formula 12:13 - Handling Objections & Doubts 14:40 - Outro LINKS: Instagram: Martine Richardson https://www.instagram.com/coachmartine_/   Website: Martine Richardson https://www.martinerichardson.com/   Instagram: David Lecko https://www.instagram.com/dlecko   Website: DealMachine https://www.dealmachine.com/pod   Instagram: Ryan Haywood https://www.instagram.com/heritage_home_investments   Website: Heritage Home Investments https://www.heritagehomeinvestments.com/ 

#112: Want to know the exact difference between how a rookie analyzes a deal and how a seasoned pro spots an immediate "yes"? Most investors freeze before their first property because they lack one foundational skill.  Welcome to the Lenders playbook podcast Episode 112- we are your go to podcast for all things private lending, real estate and entrepreneurship, I am your host Matt Rosen In this episode, mortgage expert and real estate investor Gerard Mier shares his journey from high school roots to running a multi-project investment empire. We pull back the curtain on his exact process—from finding a deal to closing it and break down:The #1 skill you must master before buying your first property.The internal systems and key hires that allow him to scale projects while running a mortgage business.His $0 "start-over" blueprint and the habits driving his success.Ready to stop analyzing from the sidelines? Hit subscribe so you never miss an episode, and leave a 5-star review if this blueprint helped you plan your next deal!We would like to have you join us! Oct. 9-10 in Las Vegas at the Green Valley Ranch is the most anticipated private lending event of the year! Don't miss it! Go to https://www.americanlendingconference.com/

Owning real estate can generate income and long-term wealth, but it can also entail management responsibilities, tax considerations, and difficult decisions when it’s time to sell. What options are available if you want to keep real estate exposure without continuing to manage properties yourself? In this episode, Evan Wohl and George Papanicolaou are joined by Brendan Tammany, Senior Vice President, Private Capital at Inland Securities Corporation, to explore Delaware Statutory Trusts (DSTs) and how they can fit into a real estate strategy.  They discuss how DSTs operate within 1031 exchanges, the benefits of passive ownership, the differences between DSTs and REITs, liquidity considerations, estate-planning opportunities, and how accredited investors can access institutional-quality real estate while avoiding many of the day-to-day responsibilities of property ownership. Key takeaways: How Delaware Statutory Trusts allow investors to own fractional interests in commercial real estate Why DSTs can help simplify the 1031 exchange process for qualifying investors The differences between DSTs, REITs, and private credit investments How passive ownership removes landlord responsibilities and property management duties Why estate planning and step-up in basis considerations make DSTs attractive for some investors And more! Connect with Evan Wohl: Opus Private Client, LLC  ewohl@opus-pc.com  LinkedIn: Evan Wohl YouTube: OPUS Private Client, LLC Connect with George Papanicolaou: Opus Private Client, LLC  gpapa@opus-pc.com  LinkedIn: George Papanicolaou YouTube: OPUS Private Client, LLC Connect with Our Guest: LinkedIn: Brendan Tammany Website: Inland Securities Corporation btammany@inland-securities.com  About Our Guest: Brendan Tammany, Senior Vice President, Private Capital, Inland Securities Corporation, is responsible for partnering with financial advisors in the North East to complete successful 1031 exchanges as well as cash investments with Inland Private Capital Corporation. He began his career at Inland in 2022 as a Regional Associate II and was promoted to Vice President, Hybrid Wholesaler in 2023. He was promoted to Vice President, Exchange Consultant in 2024.  Prior to joining Inland, Mr. Tammany was an Advisory Consultant for Macquarie Asset Management's Mutual Fund sales team. He began his career in financial services in 2014 working as an M&A Analyst for a boutique Investment Banking firm GriƯin Financial Group. Mr. Tammany graduated from the University of Pittsburgh with a Bachelors of Science in Business Administration majoring in Finance. He holds Series 7, 63, 65, and 79 licenses with the Financial Industry Regulatory Authority (FINRA).

What does it take to go from spending 18 months chasing your first commercial real estate deal to raising more than $12 million in private capital and participating in over 40 syndications? In this episode, Trevor Thompson shares the lessons behind his seven-and-a-half-year journey from passive investor to active sponsor and Vice President of Investor Engagement at Massive Capital. Trevor reveals how he raised $380,000 in just five days on his first capital raise, why commercial real estate is a team sport, and how focusing on his strengths in relationships and investor engagement helped accelerate his growth. He also discusses losing $75,000 on his first GP deal, the importance of choosing the right sponsors and partners, why investors must know, like, and trust you before they invest, and the critical shift from raising capital to attracting capital. Whether you're working toward your first deal or looking to grow your investor network, this episode delivers practical lessons on relationships, resilience, credibility, and building lasting success in commercial real estate.5 Key Takeaways1. Commercial Real Estate Is a Team Sport Trevor explains why investors and entrepreneurs don't need to master every aspect of commercial real estate themselves. Identifying your strengths, finding experienced partners, and becoming part of the right community can help you move forward without trying to do everything alone.2. Focus on Attracting Capital, Not Chasing It One of Trevor's biggest mindset shifts was moving from “raising capital” to “attracting capital.” He explains why desperation can push investors away and why consistently educating, helping, and building relationships creates stronger opportunities over time.3. Investors Must Know, Like, and Trust You First Trevor shares examples of investors who took anywhere from 10 minutes to three years before investing. His experiences demonstrate why every investor requires a different approach and why long-term relationships, education, referrals, and consistent follow-up matter.4. Failure Can Become Valuable Experience After losing $75,000 on his first GP deal and later walking away from another deal after losing $68,000, Trevor explains how setbacks can provide critical lessons, strengthen credibility, and help investors and operators make better decisions in the future.5. Take Action, But Choose Your Partners Carefully Trevor encourages investors to say yes to opportunities, keep learning, and continue moving forward—but not out of desperation. He emphasizes the importance of understanding who you're doing business with, evaluating sponsors carefully, and surrounding yourself with experienced people before committing to a deal.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 business lessons can be learned from FIFA's lack of transparency? Are MLB and the MLBPA about to make a terrible business decision? Did the commissioner of the Big 12 already make a terrible business decision? We talk sports and business every week. Brad Johansen of Omega Wealth Private Capital joined us this week. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.

What business lessons can be learned from FIFA's lack of transparency? Are MLB and the MLBPA about to make a terrible business decision? Did the commissioner of the Big 12 already make a terrible business decision? We talk sports and business every week. Brad Johansen of Omega Wealth Private Capital joined us this week. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.

In today's episode of the All Things Sustainable podcast, we're exploring the landscape for private investment into sustainability and climate solutions.    We talk with Christina Leijonhufvud, CEO and Co-Founder of BlueMark, a company that tracks trends in the sustainable and impact investing market. Christina describes an increasing focus on climate solutions and climate tech investing in the market. She says that while investing in climate risk adaptation and resilience has increased, there is still greater need for private capital.   "It's an underfunded part of the market, which means there is a ton of opportunity," Christina says. S&P Global is an outside investor in BlueMark.  We also talk with Matthew Nordan, Co-Founder and General Partner at Azolla Ventures, a venture capital firm that invests in early-stage climate technology companies in hard-to-decarbonize areas like industrial processes and agriculture.   Matthew explains the firm's focus on solving big problems: "We are just not going to make a difference if the things we fund are incremental," he tells us.  And we speak with Nelson Switzer, Co-Founder and Managing Partner at Climate Innovation Capital, a mid-stage venture fund that invests in technology businesses across energy, agriculture and industry to build a low-carbon, resilient economy.  Nelson says the world has entered the "fifth economic revolution" that involves the decarbonization of everything. "We have to reimagine, reengineer and redeploy almost everything we do," he tells us.  We sat down with Matthew and Nelson during DC Climate Week in Washington, where All Things Sustainable was the official podcast. Listen to our podcast coverage of DC Climate Week here.   Further listening:  Here's what you missed at London Climate Action Week  Live in London: How sustainability is evolving into a broader conversation about resilience  What planetary health means for the private sector  Copyright ©2026 by S&P Global  DISCLAIMER       By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.    Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).    This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.    S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. 

The "Call to Action" announced during the alliance's first Defense Industry Forum alongside its summit in Ankara urges commercial financial institutions to increase lending and equity investments in military and security production. Major financial institutions, including Barclays, Citi, and Deutsche Bank, are participating in the framework.

In this episode, I pull back the curtain a little on what really goes on behind the scenes in private lending and conference building. This is a shorter just catching up episode as we prepare for the second half of 2026!  I also talk about a recent novation deal step by step how it came together, the strategy behind the structure, the conversations that mattered, and the key moments that made it work. This isn't theory. We will go into depth on the next couple episodes so stay tuned!If you're in lending, investing, or raising capital, you need to be at the American Lending Conference, Oct. 9-10 in Las Vegas! https://www.americanlendingconference.com/ 

What business lessons can be learned from companies profiting off of the World Cup? Is a sports league shooting itself in the foot? And what can the viewing habits of basketball fans tell us about how we need to adapt as we invest? We talk sports and business every Wednesday. Brad Johansen of Omega Wealth Private Capital joined us this week. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.

What business lessons can be learned from companies profiting off of the World Cup? Is a sports league shooting itself in the foot? And what can the viewing habits of basketball fans tell us about how we need to adapt as we invest? We talk sports and business every Wednesday. Brad Johansen of Omega Wealth Private Capital joined us this week. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.

Private capital is playing an increasingly visible role in the defense industrial base, but its impact depends less on the amount of money flowing in than on how effectively government demand shapes investment decisions. The central question for policymakers is not whether capital is available, but whether the system converts that capital into deployable capability. In this episode, host Dr. Arun Seraphin is joined by Sam Moyer, Research Fellow at NDIA's Emerging Technologies Institute (ETI), to discuss ETI's recent work on mobilizing private capital for defense. The conversation examines how different forms of private capital, including venture, private equity, and internal investment, interact with the Department of Defense acquisition system, and why investors ultimately respond to credible signals of future demand. Moyer outlines a framework for understanding what drives investment into the defense sector: demand signaling, catalytic capital tools, and the broader business environment. He explains how mechanisms such as acquisition roadmaps, long-term purchase commitments, and communication between government and industry can reduce uncertainty and lower the cost of capital. The discussion also addresses newer policy tools, including federal equity investments and loan programs, and the governance and oversight challenges they introduce. The episode highlights a key constraint on defense innovation: investment is already present, but its effectiveness depends on whether the system is legible and predictable to investors. Improving clarity and alignment, not simply increasing funding, will shape the next phase of growth in the defense industrial base.  Read ETI's White Paper " Mobilizing Private Capital for Defense: Tactics and Recommendations": https://www.emergingtechnologiesinstitute.org/-/media/ndia-eti/reports/mobilizing-capital-for-defense/mobilizingcapitalreport_2026_final.pdf.    For updates on our content, sign up for our weekly mailer: https://www.emergingtechnologiesinstitute.org/sign-up 2026 NDIA Emerging Technologies for Defense Conference and Exhibition September 8-10, 2026, at the Walter E. Washington DC Convention Center: https://www.ndiatechexpo.org/  Be sure to follow us on social media for updates, early access to upcoming events, inside scoops, & more: LinkedIn: https://bit.ly/4htROo0 Twitter: https://bit.ly/48LHAx3 Facebook: https://bit.ly/47vlht8 And for more podcasts, articles, & publications on emerging technology, check out our website at: https://www.emergingtechnologiesinstitute.org/  #DefenseInnovation #PrivateCapital #Acquisition #NationalSecurity 

Send us Fan MailMeet an elite panel of family office executives, centimillionaires, wealth managers, private equity leaders, and active investors sharing how they built wealth and where they are investing today.This opening session from the Family Office Club Investor Summit introduces accomplished speakers from sectors including real estate, telecom, venture capital, aviation, wealth management, and private markets. Learn how successful investors created liquidity events, scaled businesses, and now allocate capital through family offices and investment platforms.If you want to understand the caliber of investors attending the Family Office Club, this episode is the perfect starting point.Recorded live at the Family Office Club Investor Summit. The Family Office Club hosts 30 investor events a year across Dallas, Beverly Hills, South Florida, and New York. Our investor club offers 30 nationwide events a year, 10,000 registered investors, and 50 proprietary AI tools. Learn more at FamilyOffices.com https://familyoffices.com/

How much did Texas Tech alienage its business partners during the Brendan Sorsby saga? UK has hired an A.D. who also has the title of CEO. Is this the new way of doing business in college athletics? And are World Cup hydration breaks alienating soccer fans? We talk sports and business every Wednesday. Brad Johansen of Omega Wealth Private Capital joined us this week. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.

How much did Texas Tech alienage its business partners during the Brendan Sorsby saga? UK has hired an A.D. who also has the title of CEO. Is this the new way of doing business in college athletics? And are World Cup hydration breaks alienating soccer fans? We talk sports and business every Wednesday. Brad Johansen of Omega Wealth Private Capital joined us this week. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.

Will the World Cup be a business boom or bust for the United State? We talk sports and business every Wednesday. Brad Johansen of Omega Wealth Private Capital joined us this week. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.

Will the World Cup be a business boom or bust for the United State? We talk sports and business every Wednesday. Brad Johansen of Omega Wealth Private Capital joined us this week. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.

Most lawyers build their firms to serve clients, not to eventually leave them. But every law firm owner will exit someday, whether by choice, necessity, or life change.  In episode 622 of the Lawyerist Podcast, Zack Glaser talks with Tom Lenfestey, attorney, CPA, and founder of The Law Practice Exchange, about why exit planning should not be treated as something reserved for retirement. Tom explains why succession planning often feels like the end, while exit planning gives firm owners more control over their future, their value, and their next act.  They explore what makes a law firm transferable, why systems and data matter to buyers, and how lawyers can build firms that are worth more than just the owner's name. Tom also breaks down how the market for law firm sales is changing, from private capital to alternative business structures, and why modern buyers are looking closely at financials, intake, marketing, operations, and owner independence.  If you own a law firm, this conversation is a reminder that your firm can be more than a job you built for yourself. With the right planning, it can become an asset, a legacy, and a bridge to whatever comes next.  Links from the episode: https://thelawpracticeexchange.com/  https://a.co/d/05rY2bUe  Listen to our previous episodes on Law Firm Exits & Succession.  #568: How to Build a Law Firm You Can Sell, with Victoria L. Collier Apple | Spotify | LTN  #517: Passing the Torch: Mastering the Art of Succession, with Carol Bertsch & Brennen Boze Apple | Spotify | LTN  #369: Selling Your Practice, with Tom Lenfestey Apple | Spotify | LTN  #326: A Succession Plan for Your Law Practice, with Tom Lenfestey Apple | Spotify | LTN  Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!   If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.   Chapters / Timestamps:  00:00 – Introduction  01:00 – Why Succession Planning Feels Like the End  02:15 – Identity, Second Acts & Life After Practice  05:00 – Meet Tom Lenfestey  06:35 – Does a Law Firm Have Value Beyond the Owner?  07:45 – Why Tom Started The Law Practice Exchange  10:45 – Creating a Marketplace for Law Firm Sales  12:55 – When to Start Planning Your Exit  13:55 – Why Exit Planning Belongs in Your Strategic Plan  15:45 – Why Time Is Your Biggest Advantage  16:05 – Building a Firm with Exit in Mind  17:30 – Why The Exit Blueprint Matters Now  20:40 – What Law Firm Owners Need to Know Before Selling  22:45 – Private Capital, ABS & New Buyer Models  25:20 – What Sophisticated Buyers Want to See  27:15 – Why Data and Systems Create Transferable Value  29:00 – When Succession Planning Goes Wrong  31:20 – Why Internal Successors May Not Be Buyers  33:00 – Exit Strategy vs. Retirement Planning  36:50 – Keeping Your Options Open After Exit  38:50 – Where to Find The Exit Blueprint 

We have taken a deeper dive into the government market's private investment landscape in recent weeks by hearing the viewpoints of a banker and then a venture capital specialist. Kirk Konert, managing partner at AE Industrial Partners, joins for this episode to continue the conversation by weighing in on private capital trends across the market and explaining what goes into aligning business decisions with the government priorities. AE Industrial is also at the heart of the investment action, which in recent months has included initial public offerings of two portfolio companies. Konert takes our Ross Wilkers through that process and the reasoning behind listing Firefly Aerospace and York Space Systems on the public markets. Konert also provides advice for company owners, founders and architects on how to go about their search for external capital partners. Knowing what you want going in is the starting point. WT 360: Defense tech investing is cool again, but can it stay that way? WT 360: A pulse check on GovCon's capital market landscape AE Industrial Partners unveils its third investment fund Firefly captures $868M in IPO proceeds Firefly seeks software, defense growth with $855M SciTec acquisition York Space Systems raises $629M in public offering Anduril, X-Bow and York detail their newest space acquisitions York Space Systems to acquire terminal maker in $355M transaction York Space Systems to acquire solar cell maker L3Harris to sell majority ownership of space propulsion unit to AE Industrial

What are MLB owners really looking for when they propose a salary cap? And why would two conferences not be keen on the possible legislation aimed at saving college sports? We talk sports and business every Wednesday. Brad Johansen of Omega Wealth Private Capital joined us this week. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.

What are MLB owners really looking for when they propose a salary cap? And why would two conferences not be keen on the possible legislation aimed at saving college sports? We talk sports and business every Wednesday. Brad Johansen of Omega Wealth Private Capital joined us this week. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.

What if your money could fund the future you actually want to live in? That is the question Alix Lebec has spent her career trying to answer. On Getting Rich Together, host Syama Bunten sits down with Alix, founder of Lebec, a firm built to mainstream innovative finance and put more capital to work on some of the world's biggest problems. Alix grew up between France, South Korea, and China before finishing high school in Dallas, Texas. That global upbringing shaped everything about how she sees money, risk, and opportunity. She built her career inside global development, philanthropy, and asset management before launching Lebec during the height of the pandemic to bridge the gap between traditional finance and meaningful change. The conversation gets into the real mechanics of innovative finance strategies, including how blended finance can turn $1 million in philanthropy into $50 million in private investment capital that would otherwise sit on the sidelines. Alix breaks down why women in impact investing are not choosing between returns and values, and why that false choice has kept too many people out of the room for too long. Lebec operates across three pillars. The first is strategic advisory. The second is a boutique investment manager that builds diversified portfolios of private market funds across sectors like water, oceans, and deforestation. The third is narrative change through commercial film and storytelling, where innovative finance structures put capital directly in the hands of social entrepreneurs. Alix is also raising a $1 million seed round to scale the vision. This episode is for any woman who has ever wondered whether her money can do more. Impact investing for women is no longer a niche conversation. It is becoming one of the most important conversations in finance. And if you are ready to take it further, join Syama and the Wealth Catalyst community at the Freedom Tour salons happening in cities across the country, or at the Wealth Catalyst Summit on October 16 in San Francisco. Find your seat at wealthcatalyst.com.   Episode Breakdown: 00:00 Welcome to Getting Rich Together 02:48 Growing Up Across Three Continents 20:01 From Documentary Filmmaking to the World Bank 26:15 Money, Salary Negotiations, and Early Financial Lessons 30:36 Fieldwork in Bangkok and the Shift Toward Social Entrepreneurship 40:25 Joining the Clinton Global Initiative and Discovering Impact Investing for Women 43:42 The "Bleeding Heart" Mindset and the Real Cost of Mission-Driven Work 45:40 Why the Scarcity Mindset in Impact Work Has to Go 50:29 Building Lebec and the Case for Innovative Finance 59:23 How Alix Spends Her Money and What She Is Building Next   Connect with Alix Lebec: Visit the Lebec website   Find more from Syama Bunten: Attend a Salon near you: wealthcatalyst.com/salons Instagram: https://www.instagram.com/syama.co/ Join Syama's Substack: https://thewealthcatalystwithsyama.substack.com/ Website: https://wealthcatalyst.com Download Syama's Free Resources: https://wealthcatalyst.com/resources Wealth Catalyst Summit: https://wealthcatalyst.com/summits Speaking: https://syamabunten.com Big Delta Capital: www.bigdeltacapital.com Podcast production and show notes provided by HiveCast.fm

In this episode, Andre Stewart shares his journey from growing up with limited financial resources to becoming a real estate innovator focused on remote investing and global opportunities. He explains how technology, AI-powered deal analysis, and international markets can help investors build passive income and scale real estate portfolios from anywhere in the world.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Did some big leaguers get bad advice when they signed their first deals? What can a Bengals rival do with a recent infusion of private capital cash? And will the college basketball money bubble burst? Joe Wilson from Omega Wealth Private Capital joins us every week to talk sports and money. Learn more at OWPrivateCapital.com Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEgger And YouTube: youtube.com/@TheMoEggerShowSee omnystudio.com/listener for privacy information.

Did some big leaguers get bad advice when they signed their first deals? What can a Bengals rival do with a recent infusion of private capital cash? And will the college basketball money bubble burst? Joe Wilson from Omega Wealth Private Capital joins us every week to talk sports and money. Learn more at OWPrivateCapital.com Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEgger And YouTube: youtube.com/@TheMoEggerShowSee omnystudio.com/listener for privacy information.

In this episode, we look back at the conferences we reported from over the past few weeks, reflecting on how global development narratives are evolving across both the global north and the global south. With traditional donors stepping back, the African Development Bank is using its annual meetings to urge governments to fix tax inefficiencies and better mobilize domestic resources to drive sustainable economic development. We found similar themes at the OECD's Future of Development Co-Operation conference in Paris and the Global Partnerships Conference in London, where unlocking private capital and prioritizing country-led development emerged as key talking points. To analyze these trends, Senior Reporter Adva Saldinger sits down with Business Editor David Ainsworth and Global Development Reporter Ayenat Mersie for the latest episode of our weekly podcast series. Sign up to Devex Invested: https://www.devex.com/newsletters/invested

What can Cincinnati do to be ranked higher on the list of best sports-business American cities? What's the business impact of a 24-team College Football Playoff? And what do we make of how the NFL has defended its TV situation? We talk sports and business every Wednesday. Brad Johansen of Omega Wealth Private Capital joined us this week. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.

What can Cincinnati do to be ranked higher on the list of best sports-business American cities? What's the business impact of a 24-team College Football Playoff? And what do we make of how the NFL has defended its TV situation? We talk sports and business every Wednesday. Brad Johansen of Omega Wealth Private Capital joined us this week. Learn more at OWPrivateCapital.com. Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEggerSee omnystudio.com/listener for privacy information.

Jonathan Pong joins Brandon Sedloff to discuss the evolution of Realty Income from one of the original net lease REITs into a global real estate platform spanning public and private capital markets. Jonathan shares how Realty Income scaled from a roughly $15 billion enterprise value company into a global platform with more than 15,500 properties across the U.S. and Europe, while maintaining its identity as “The Monthly Dividend Company.” The conversation explores the growing institutional appetite for net lease real estate, why private capital is increasingly allocating toward durable income-oriented strategies, and how Realty Income is positioning itself through open-end funds and large-scale joint ventures with firms like GIC, Apollo, and Blackstone. They also discuss Jonathan's personal journey from growing up in a real estate family in Honolulu to becoming CFO of one of the largest REITs in the world. Along the way, Jonathan explains how Realty Income thinks about risk management, data advantages, tenant diversification, and the role AI could eventually play inside large real estate organizations. Brandon and Jonathan unpack why “boring” cash flows are becoming increasingly attractive in today's market environment and what institutional investors still misunderstand about the net lease sector. They discuss: • How Realty Income scaled into a $90 billion enterprise value platform with over 15,500 properties globally • Why institutional investors are increasing allocations toward net lease and income-oriented strategies • The launch of Realty Income's private capital business, including open-end funds and strategic JVs with GIC and Apollo • The misconceptions investors have about tenant credit risk and portfolio diversification in net lease • How Realty Income uses proprietary data and predictive analytics to drive underwriting and asset management decisions • Why build-to-suit industrial and selective data center investments are major areas of focus going forward • Jonathan's path from Hawaii to USC, Deloitte, Cornell, equity research, and ultimately becoming CFO of Realty Income • How large-scale relationships and repeatable execution create a competitive advantage in modern real estate markets This episode is a deep dive into how one of the world's largest net lease platforms is adapting to the convergence of public markets, private capital, and long-duration real estate investing. Links: Jonathan on LinkedIn - https://www.linkedin.com/in/jonathanpong/ Realty Income Corp. - https://www.realtyincome.com/ Juniper Square - https://www.junipersquare.com/ Brandon on LinkedIn - https://www.linkedin.com/in/brandonsedloff/ Topics: (00:00:00) - Intro (00:01:35) - Jonathan's background and career (00:16:28) - The state of Realty Income today (00:22:00) - The experience of Raising Private Capital (00:24:27) - Net Leases 101 (00:32:42) - The evolution toward private capital at Realty Income (00:35:59) - Competitive advantages (00:38:35) - How teams evolve as the market evolves (00:41:15) - The Realty Income portfolio (00:44:41) - How Realty's model differs from other competitors (00:47:08) - Greatest opportunities looking forward (00:50:36) - Themes Jonathan is seeing in the market

"McElroy & Cubelic In The Morning" airs 7am-10am weekdays on WJOX-94.5!See omnystudio.com/listener for privacy information.

The 8am hour of Tuesday's Mac & Cube saw a discussion on how helpful/hurtful private equity will be for the Big 12 & the rest of College Football; then, Cole & Greg break down the top 50 QBs of the '26 season; later, the guys then say which QB will be the biggest climber and faller of those QBs; and finally, is CJ Carr the QB we should be keeping an eye on? "McElroy & Cubelic In The Morning" airs 7am-10am weekdays on WJOX-94.5!See omnystudio.com/listener for privacy information.

Ben Criddle talks BYU sports every weekday from 2 to 6 pm.Today's Host: Ben Criddle (@criddlebenjamin) and Co-Host: (ronthe3manweav)Subscribe to the Cougar Sports with Ben Criddle podcast: Apple Podcasts: https://itunes.apple.com/us/podcast/cougar-sports-with-ben-criddle/id99676