Podcasts about sfr

Uno de los privilegios de hacer #Telco #SuperLigero es que puedo hablar con personas que nos cuentan historias muy interesantes sobre #Telco. Una de ellas es Fernando Cano Cádiz, redactor jefe de EL ESPAÑOL, que de vez en cuando nos comparte su tiempo para hablar de una industria que nos apasiona. El EP:246 me parece especialmente interesante porque muestra lo apasionante y en parte impredecible de la industria de la #BandaAncha. Con Fernando hablamos de los temas que, muy probablemente configurarán la agenda en septiembre, tras la vuelta de vacaciones: 1️⃣ El fin del Marco 2️⃣ D2D y el espectro para satélite 3️⃣ Jugar al ajedrez con torres 4️⃣ El decreto de Resiliencia y la visión de la industria 5️⃣ Salida a bolsa de Digi y los nuevos "gigantes" alternativos Mientras grabábamos el episodio, especulábamos sobre el caso SFR y sobre el impacto que tendría la decisión de la comisión. Justo en ese momento la DG7 publicaba su decisión de traspasarlo a la autoridad francesa de la competencia. Que era el escenario que menos nos gustaba!

LIL #007: Every Deal You See Has Already Been RejectedThe best private investments close before you ever hear about them. Here's why - and what to do about it.Episode SummaryIn this episode of The Lifestyle Investor Podcast, host Justin Donald breaks down why the best private deals never reach the open market - and what it really means when one does.You'll learn why open-market deals are a warning sign, how advisors' hidden incentives shape the deals you see, and how to start building the kind of access that leads to truly invisible deal flow.Question of the Day

Si hay una frase que se puede repetir en casi cualquier momento de la historia es: "Las cosas ya no son como solían ser". Pero en el caso de la industria de las telecomunicaciones es especialmente cierta en este momento. Xavier Niel ha tomado el 16% de Vodafone que tras un periodo relativamente breve ha vendido e& UAE. De esta manera, Niel será el principal accionista individual de la compañía Anglo/Germana. Pero Niel es el propietario de Iliad que, si se autoriza la compra de SFR, será el tercer operador "convergente" de #EU por número de clientes (sumando sus intereses en Tele2 y eir Ireland; y con otros instrumentos de su cartera controla también Millicom (Tigo) en #LATAM y lifecell Ukraine (en #UKR)). Esta semana también la CNMV ha publicado el folleto de la salida a bolsa en #ESP de Digi Spain Telecom. Señalando a otro jugador "no convencional", en el sentido de que no es el heredero directo de una antigua #PTT pública que está actuando para transformar la industria de la #BandaAncha y que tiene una voz que pide ser escuchada. Los desafíos que están haciendo cambiar la industria existen y no son menores: junto a una dificultad clara para hacer crecer los ingresos esenciales, las demandas para la mejora de la #Consistencia y la #Resiliencia son cada vez más reconocidas por la sociedad. La cuestión clave es: Cuál es la estructura de la industria que va a permitir desarrollar las #InfraestructurasDigitales que necesitamos como sociedades avanzadas? Quiénes serán los ganadores y quiénes los perdedores en ese nuevo marco? Sobre eso hablamos en #Telco #SuperLigero EP:245

The ASX 200 rose 44 points to 8,806, up 0.5%, after a slow start, with the banks finding their feet. For the week, the ASX 200 fell 38 pts. CBA rose 0.5% and ANZ gained 0.8%. The Big Bank Basket rose to $281.06 (0.6%). Other financials also firmed, with MQG up 0.9% and NWL rising 2.2%. ZIP rallied 2.0%. REITs were better, with GMG up 0.2% and CHC rising 2.2%. In the industrials, we saw some profit-taking, with TLS under pressure now that Vicki Brady is back on board from her holiday. WOW and COL were also in profit-taking mode after defensive buying earlier this week. Elsewhere, the healthcare sector pulled back after a strong week, with CSL down 2.1% and RMD falling 0.9%. Technology stocks were under pressure, unable to capitalise on the improved outlook for US software companies, with XRO down 1.3% and WTC falling another 1.8%. The All-Tech Index fell 0.6%.Resource stocks were the heroes today, as the iron ore miners pushed higher. BHP bounced 2.5%, RIO also recovered after yesterday's heavy falls, rising 3.8%, while FMG edged up 2.0%. Gold miners were back in the green after this week's weakness, with EVN up 3.4% and NST gaining 1.7%. Lithium stocks remained under a little pressure, with PLS up 0.4%. Oil and gas stocks eased, with WDS and STO both lower. Uranium stocks were stronger, with PDN up 4.1%, while SLX was one of the standout performers, soaring 9.4%.In corporate news, INA responded to media reports of an approach from PPC. BVS jumped after it upgraded its FY26 earnings. WTC fell despite reassuring the market on DSV relations. SFR up strongly on an increase in its Black Butte mine life. There was nothing of note on the local economic front.Asian markets were mixed with the Nikkei 225 up 1.7%, the Hang Seng up 1.3%, and the CSI index down 1.0%. Kopsi up 4.2% ahead of SK Hynix debut. European futures were narrowly mixed.US futures were weaker with the Dow up 12 and the Nasdaq down 153. Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

durée : 01:48:09 - Soft Power - par : Frédéric Martel - Opérateur majeur en France, Orange est un véritable empire des télécoms. Du rachat de SFR aux défis de cybersécurité, du développement de l'infrastructure numérique dans le monde à la concurrence des flottes satellitaires, comment fonctionne et réagit le groupe ? - équipe : Peire Legras, Alexandra Malka, Emmanuel Paquette, Romain Gueugneau, Quentin Le Van - invités : Christel Heydemann PDG d'Orange, Sophie Lévy Directrice du Voyage à Nantes Vous aimez ce podcast ? Pour écouter tous les épisodes sans limite, rendez-vous sur Radio France

Get ready for an inspiring and insightful episode of The Ash Said It Show as we sit down with a true powerhouse of the industry, Brianne Drake, who currently serves as the 2026 President of the Georgia Association of REALTORS®. As the first Black President in the 106-year history of the Georgia Association of REALTORS®, Brianne is a trailblazer whose distinguished 27-year career is defined by integrity, ethical leadership, and a deep commitment to service. Representing more than 47,000 members across the state of Georgia, Brianne shares her strategic vision for unity, professional leadership development, and the vital importance of advocacy in protecting homeownership rights. In this episode, we dive into Brianne's historic journey, exploring the milestones that allowed her to break barriers and rise as a respected leader on both the state and national levels, including her influential work as a Director for the National Association of REALTORS®. We also explore the power of political advocacy and why Brianne is so passionate about protecting private property rights, a commitment solidified by her 2025 induction into the National Association of REALTORS® RPAC Hall of Fame as a Major Investor. Beyond the politics and accolades, Brianne explains her client-first philosophy, sharing her deeply held belief that real estate is not simply about contracts or keys, but about people, families, and futures. We also celebrate her impressive professional legacy, including her 2026 recognition as one of the Georgia 100 Women of Excellence and the numerous formal resolutions honoring her contributions from the Georgia General Assembly. Whether you are a real estate agent seeking professional development, an aspiring industry leader, or a listener looking for a story of perseverance and dedication, this conversation with one of Georgia's most dynamic real estate experts is essential listening. Tune in now to learn how Brianne Drake is shaping the future of real estate. Web: https://garealtor.com/ Brianne Drake is a distinguished Georgia real estate industry leader serving as the 2026 President of the Georgia Association of REALTORS® (GAR). Representing more than 47,000 members throughout the state, she holds the historic distinction of being the first Black President in the 106-year history of the organization. As a Broker Associate and Global Real Estate Advisor with Atlanta Fine Homes Sotheby's International Realty, Brianne combines extensive market expertise with a commitment to client advocacy, integrity, and professional excellence. Brianne's professional career is defined by her deep involvement in local, state, and national REALTOR® governance and real estate policy. Her leadership portfolio includes serving as a Director for the National Association of REALTORS® (NAR) and as a dedicated member of the Membership Policy and Board Jurisdiction Committee. She previously served as the Chair of the Professional Standards Committee in 2023 and the Chair of the Professional Standards Interpretations and Procedures Advisory Board in 2024. As a champion of private property rights and industry advancement, Brianne was inducted into the NAR RPAC Hall of Fame as a Major Investor in 2025 and received the Georgia Association of REALTORS® Dick McCrudden Award in 2023 for her contributions to the REALTORS® Political Action Committee. Her professional accomplishments and impact on the Georgia real estate industry have been recognized by the Georgia General Assembly on multiple occasions. Brianne was honored on the floor of the Georgia Senate and House in 2026 through Senate Resolution 753 and House Resolution 1253, and previously in 2021, for her longstanding service to the community. In 2026, she also received the Georgia 100 Women of Excellence Resolution at the Georgia State Capitol in honor of Women's History Month. Her historical industry accolades include being named REALTOR® of the Year by the Metro South Association of REALTORS® in 2011 and 2018, as well as receiving the J.L. Christian Leadership Award in 2009 and 2011 and the President's Award in 2012. A native of Atlanta, Georgia, and an alumna of Georgia State University, Brianne utilizes a client-first philosophy that has established her as one of the state's most trusted real estate advisors. Her expertise is backed by a comprehensive suite of nationally recognized real estate designations, including ABR, AHWD, C2EX, CRS, GRI, SFR, and MRP. Through her work, she continues to provide exceptional experiences for families navigating the real estate market. "For me, real estate is not simply about contracts or keys; it's about people, families, and futures," says Brianne Drake, who remains dedicated to shaping the future of the real estate profession through advocacy and ethical leadership. - Ready to ignite the spark that levels up your entire life? Meet Ash Brown—the American powerhouse, motivational architect, and ultimate hype-woman dedicated to your personal and professional evolution. Ash is far more than a voice in the personal development space; she is a trusted ally who delivers a masterclass in real-talk wisdom and infectious energy. Whether you are navigating a crossroads or ready to scale your grandest ambitions, Ash fuels your journey with a high-octane blend of heart and hustle.

GPT 5.6 arrive avec Sol, Terra et Luna, mais l'accès aux modèles les plus puissants reste contrôlé par Washington. Grok révèle un usage très NSFW de l'IA, Anthropic accuse Alibaba d'avoir copié Claude, Apple et Microsoft augmentent leurs prix, SFR se prépare au démantèlement, et Sony rappelle brutalement que le numérique ne vous appartient pas vraiment.  Me soutenir sur Patreon Me retrouver sur YouTube On discute ensemble sur Discord Nouveau Système Hors Sol : Trump nous refait une mythose. Mains dans l'IPOche : OpenAI contracte les bourses. Claude noue garrot : Dario va-t-il étouffer l'IA Chinoise ? Surprise ! Grok est classé X. Une nouvelle recette de Macaron, l'ONU perd les pédales. Adobe s'achète Topaz parce que c'est une perle. Shrinkinflation Oracle les fonds de tiroir. Apple a un pépin et c'est pour notre pomme. IBM fait sa fête au CFET, on empile les records. SFR : soyez vous, mais avec eux. Jeux vidéo Les Xbox augmentent encore. Heureusement que personne en achète… Trop fort, Sony détruit tous les Terminator ! For the players : le multi PS4 enfin gratuit ? Participants Une émission préparée par Guillaume Poggiaspalla Présenté par Guillaume Vendé

The ASX 200 finished the financial year on a lacklustre note, falling 45 points to 8779 (0.5%) as the banks gained and gold miners came under renewed pressure. The Big Bank Basket rose to $273.04 (0.4%) despite CBA holding firm. Other financials fared well too with ZIP up 3.5% and SUN rising 1.2%. REITs struggled as ex-dividend stocks weighed on the sector, with GMG down 3.0% and SCG off 1.5%. Industrials were mixed. TLS fell 1.6%, while tech eased, with XRO up only 0.1% and WTC falling 2.4%. The All - Tech Index gained 1.3% as CPU rallied hard, up 4.0%. Retail stocks drifted lower, while ALL rose 1.3%. Healthcare succumbed to sellers, with CSL down 0.6% and RMD falling 2.2%.Resources were a sea of red. Gold miners were whacked again as bullion slipped below US$4,000. NST fell 5.8% and EVN dropped 5.2%. Copper stocks were slightly firmer, with SFR up 1.0%, while lithium stocks enjoyed a better session, led by LTR, which ‘roared' back, rising 1.5%. The big iron ore miners all fell, with BHP down 0.7%, FMG off 1.9% and BSL 3.8% weaker. Oil and gas stocks bucked the trend, with WDS up 0.9% and STO rising 0.8%. Uranium stocks drifted lower.In corporate news, CKF fell 2.5% after reporting slowing sales in Germany. ALX was unchanged as IFM increased its stake to 55%.On the economic front, RBA Minutes today. ANZ Consumer confidence picked up slightly. Nikkei 225 up 1.3%, Kospi up 1.2% HK down 1.4% and Shanghai up 0.7%. US futures firm DJ up 4, Nasdaq up 76. European futures slightly higher.Marcus Today – Daily Market Insights Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise. If you'd like to go further: Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcast Join Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offer MT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcast Principles – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast — Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice. 

For their 100th episode, Cole Perry and Omar Eltorai cover three topics relevant to the CRE landscape right now. First, a new Fed era: Kevin Warsh's first meeting signaled less transparency, five active policy task forces, and markets now pricing in one to two rate hikes by year's end. Second, the Road to Housing Act has cleared both chambers (but a presidential signing is now in question after Trump canceled the ceremony pending passage of a separate voter ID bill). The episode breaks down what the institutional SFR ban, the build-to-rent provisions, and the supply-side reforms mean for investors if and when it becomes law. Third, Omar shares findings from forthcoming research re-examining whether CRE actually functions as an inflation hedge, and where the data says it does and doesn't hold up.Key moments01:31 Fed holds and policy shift07:37 ROAD to Housing Act bill timeline10:44 What the bill changes13:19 CRE winners and losers17:20 Housing data pullback21:07 Retail sales snapshot23:34 Is CRE an inflation hedge?33:31 Where to find our inflation hedge researchResources mentionedROAD to Housing Act: https://www.banking.senate.gov/imo/media/doc/bill_text_of_the_21st_century_road_to_housing_act.pdf FOMC meeting: https://www.federalreserve.gov/monetarypolicy/fomcminutes20260318.htm

Le don par SMS s'est installé dans les habitudes des Français. En huit ans, ce canal a permis de collecter 16,4 millions d'euros en France. Le quatrième baromètre de France générosités et de l'af2m, publié le 12 mai 2026, confirme cette dynamique : les montants progressent, le don moyen remonte, et une nouvelle technologie commence à changer la manière de donner.En 2025, les dons par SMS ont représenté 1,86 million d'euros, pour 214 000 contributions. Le fonctionnement reste très simple : le donateur envoie un mot-clé à un numéro dédié, et le montant est directement prélevé sur sa facture mobile. Pas besoin de carte bancaire, ni de formulaire, ni d'inscription. Depuis 2018, 2,1 millions de Français ont utilisé cette méthode. Le montant moyen progresse lui aussi. Après un passage à vide en 2021 et 2022, autour de 5 euros, il atteint 8,72 euros en 2025. Les associations ont appris à mieux orienter les donateurs, avec des mots-clés comme « DON10 » ou « DON20 », qui proposent immédiatement un montant plus élevé.Mais ce modèle dépend encore fortement des temps forts médiatiques. En 2025, le seul mois de juin a concentré 22 % de la collecte annuelle, porté par les campagnes contre le cancer de la Fondation ARC et de l'Institut Gustave Roussy, ainsi que par la mobilisation de la SPA contre les abandons d'animaux. La grande nouveauté vient du RCS, souvent présenté comme le successeur enrichi du SMS. Il permet d'intégrer dans la messagerie des images, des vidéos et des boutons interactifs. La France est devenue le premier pays au monde à autoriser le don via ce format. Orange, SFR, HighConnexion et France générosités ont participé à sa mise en place.Six associations l'ont testé en 2025, avec des résultats encourageants : le don moyen atteint 14 à 15 euros, presque le double du SMS classique. L'expérience est plus visuelle, plus fluide, et semble davantage pousser au passage à l'acte. Autre signal à suivre : le don récurrent sur facture mobile. Il reste modeste, avec 375 donateurs, mais les montants collectés ont bondi de 54 % en un an, à 36 980 euros. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

The ASX 200 fell another 60 points to 8,749, down 0.7%. Once again, it was resources that bore the brunt of the selling, with the gold price testing $4,000 and heading below it, and gold miners slipping. NST down 3.3%, EVN down 3.8%, with the iron ore miners also under pressure today. RIO off 2.3%, FMG down 1.6%. Lithium stocks also fell away, with PLS down 5.0% and LTR also falling 7.4%. Copper stocks were very much on the nose, following falls in resource and commodity prices overseas. SFR down 3.6%. Meanwhile, oil and gas stocks were also easier as the oil price slipped another 1.7% in Asian trade, with WDS down 2.9% and STO down 2.8%. Not much happened in the uranium sector, with PDN slightly firmer on some results from Canada.The banks also struggled today, with CBA holding up better than the other three, still down 1.3%, while NAB was the worst of the bunch, down 3.4% following JDO's results and the stock being hammered 40.4%. The theory is that NAB is the most exposed to the business sector. The Big Bank Basket fell 1.3%. Other financials were less affected, with the insurers once again pushing higher. QBE up 1.3% and MPL up 2.7%. Industrials were a bright spot today across the board, with WES pushing up 2.5%, ALL up 2.4%, and retail stocks performing better after the jobs numbers released today. This points to an improving economic backdrop. We also saw WOW and COL continue to receive buying as defensive plays. TLS rose 0.6%.The REIT sector also did well today, with GMG up 1.1% and CHC up 1.0%. Healthcare was a standout sector as CSL continued to power ahead, up 2.3% and RMD also had a good day out, up 4.6%, with SIG performing well too. Once again, though, we saw losses in the technology sector, with XRO down another 3.5% and WTC giving back some of its gains from yesterday, falling X%, with the All Tech Index unchanged at CPU rose 0.5%In corporate news, A2M rose after declaring a special $300 million dividend. TEA also upgraded its earnings growth forecast, and THL received a fresh offer from a mystery suitor valuing the company at between NZ$3.30 and NZ$3.40 a share. JDO 40.4% smashed on higher provisions and slowdown. WOR down 9.7% on a second profit warning. EIQ soared 30.2% on an investment from PME.On the economic front, the headline unemployment rate fell to 4.4% in May, with employment rising by 40,000 and the number of unemployed people falling by 18,000. Most of the jobs growth, however, came from part-time employment, with only 5,000 new full-time jobs created.Nikkei 225 up 4.5%, South Korea up 7.0%, HK down 1.3% and Shanghai up 1.7%.US futures mixed, Nasdaq up 600 plus – Dow Jones up 65Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

Most investors get rejected for a DSCR loan, not because they picked the wrong property, but because no one told them the exact numbers lenders look for before they applied. In this video, I break down all 5 DSCR loan requirements for 2026: the exact credit score, down payment, DSCR ratio, property types, and reserves you need to be approved for.What you will learn:✅ The minimum DSCR ratio most lenders require (and what happens below 1.0)✅ Why Zillow rent estimates get deals killed at underwriting✅ Exact credit score tiers and how they affect your rate✅ Down payment requirements by property type (SFR, 2 to 4 units, short-term rentals)✅ How much in reserves do you need in the bank before closing✅ What Form 1007 is and why it controls your deal

durée : 00:08:26 - Le 6/9 de l'été - par : Ali Baddou - Avec leur rachat par Free, Bouygues Telecom et Orange, les salariés de SFR craignent de perdre leur emploi. Thomas Reynaud, directeur général du groupe Iliad, maison-mère de Free, s'engage à conserver leur emploi "au moins jusqu'ç début 2029". Vous aimez ce podcast ? Pour écouter tous les épisodes sans limite, rendez-vous sur Radio France

Andreas Rotenberg is Co-founder and COO of Pulley, an AI-powered permitting platform helping developers and operators move projects through approvals faster. Before Pulley, he was part of the team at Honest Buildings through its acquisition, then served as Chief of Staff at Procore through its IPO. Pulley has supported over $15 billion in projects approved across the U.S. Live from ICSC+Proptech in Las Vegas.(0:00) - First ever ICSC+Proptech live podcast(1:47) - Why Permitting Is a Growing Bottleneck(2:41) - What's Happening During Permitting Timelines(4:13) - Jurisdictional Complexity Across the U.S.(5:08) - What CRE Teams Underestimate About Permitting(7:35) - Why Pulley(8:18) - The Origin Story(10:53) - Combining Technology with Local Expertise(14:26) - Where AI Creates Real Value in Permitting(17:36) - Trust, Hallucinations & Accuracy(19:07) - Municipalities & Public Sector Modernization(20:40) - Second & Third Order Effects of Faster Permitting(22:41) - Collaboration Superpower: Vaclav Smil

Samedi 6 juin, la vente de SFR à ses trois concurrents a été actée. Dans «La Story», le podcast d'actualité des «Echos», Clara Grouzis et ses invités font le point sur les prochaines étapes de l'opération et les conséquences pour le marché, les salariés et les clients de l'opérateur.A lire sur lesechos.fr : « On a besoin d'un challenger qui conteste la puissance d'Orange » : les défis multiples du patron de BouyguesTelefonica : « Amorcer la consolidation en Europe permettra d'investir massivement dans la souveraineté numérique »« La Story » est un podcast des « Echos » présenté par Clara Grouzis. Cet épisode a été enregistré en juin 2026. Rédaction en chef : Clémence Lemaistre. Invités : Thomas Pontiroli et Mehdi Laghrari (journalistes. Réalisation : Willy Ganne. Chargée de production et d'édition : Clara Grouzis. Musique : Théo Boulenger. Identité graphique : Upian. Photo :Sons : BFMTV, Publicités SFR, FranceInfo, TF1. Retrouvez l'essentiel de l'actualité économique grâce à notre offre d'abonnement Access : abonnement.lesechos.fr Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

What if the premiums you're paying your insurance company could partially come back to you? That's the premise behind captive insurance, and it's been standard practice in large multifamily for years. SFR is just now catching up.In this episode, I'm joined by Nicolas Lares, founder of Insur3Tech, a brokerage that places property managers and rental owners into captive insurance structures (essentially co-owned insurance companies where policyholders share in the underwriting profit).We discuss:(00:02:27) - Nicolas's background in insurance(00:05:18) - Building an insurance company from scratch(00:07:05) - Why carriers left despite profitability(00:13:24) - The origin story of insurance(00:20:19) - Sponsor - Enterprise Bank & Trust(00:15:55) - Are insurance companies unfair?(00:21:43) - What is a captive insurance program(00:25:31) - How captives work for property managers(00:31:34) - Identifying good operators through data(00:34:59) - Administering captive programs(00:37:45) - Sponsor - Haven AI(00:39:14) - Handling disputed claims(00:44:22) - What happens in catastrophic events(00:46:22) - Captives for scattered site managers(00:49:33) - Renters insurance captive profitability(00:53:36) - What people should be asking when shopping captives(00:58:55) - How captives get started and funded(01:02:46) - How InsurTech fits into the market(01:05:34) - ClosingFair warning: I push back on some of the framing. Insurance companies aren't a scam. They run real businesses with real costs. But there may be a better structure for the right operator.Learn more about Insur3TechNicolas on LinkedIn___Resources for Property Managers & Real Estate Entrepreneurs• Crane – Private PM Owner Community → Join a private network of property management owners and operators: https://joincrane.co/• Free Weekly Newsletter → Property management insights, strategies, and industry updates direct to your inbox: https://peter.beehiiv.com/subscribe• RL Property Management → Learn more about Peter's company and services in Columbus, Ohio: https://rlpmg.com/__Disclaimer: The content of this podcast is for informational purposes only and does not constitute professional advice. I may have consulting agreements with, or financial interests in, companies mentioned in this podcast (more info here: https://www.peterlohmann.com/financial-interest-disclosure ). Additionally, some of the links included may be affiliate links, meaning I may earn a commission if you purchase through these links. Always perform your own due diligence before making any financial or business decisions.

Mercredi 10 juin, François Sorel a reçu Salime Nassur, fondateur de Maars, Matthieu Soulé, responsable du labo de Cathay Innovation à San Francisco, et Frédéric Simottel, journaliste BFM Business. Ils se sont penchés sur le partenariat de General Motors avec Peak Energy pour développer des batteries destinées aux data centers, l'impact de l'IA sur l'emploi dans la Silicon Valley, ainsi que sur l'avenir de la marque SFR, dans l'émission Tech & Co, la quotidienne, sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez-la en podcast.

Les prix de nos forfaits mobiles vont-ils augmenter? Une opération inédite est en cours de finalisation, une première dans le monde des télécoms en Europe. Orange, Bouygues Telecom et Free sont en passe de racheter leur rival SFR et ses 25 millions d'abonnés. C'est une transaction à plus de 20 milliards d'euros. Après des mois de négociations sous haute tension, l'accord a été officialisé samedi soir. Que va-t-il advenir des clients SFR? Faut-il craindre une hausse des prix? Quel est le calendrier de cette migration géante? Christel Heydemann, directrice générale d'Orange, répond dans RTL Matin et dévoile les coulisses de ce deal hors normes. Ecoutez L'invité RTL de 7h40 avec Thomas Sotto du 09 juin 2026.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

durée : 02:29:27 - Les Matins de France Culture - par : Guillaume Erner - Ce matin, à 7h40, Guillaume Erner reçoit l'éditorialiste Alain Frachon, rejoint à 8h20 par le journaliste Pierre Gastineau, pour analyser le rôle de la CIA face aux menaces actuelles. À 7h17, Stéphane Lelux revient sur les enjeux géopolitiques liés au rachat de SFR. - réalisation : Félicie Faugère, Marie-Lys de Saint Salvy, Mathilde Thon-Fourcade, Emma Lichtenstein, Juliette Devaux, Jean Leymarie, François Saltiel, Alexandra Delbot, Lucile Commeaux, Gilles Gressani, Yoann Duval, Alice Deschamps Vous aimez ce podcast ? Pour écouter tous les épisodes sans limite, rendez-vous sur Radio France

Ce lundi 8 juin, la révision à la hausse des chiffres de la croissance pour 2023 et 2024 par l'Insee, la panne de productivité qui touche l'économie française, ainsi que le plan de souveraineté de l'Union européenne face à sa dépendance technologique, ont été abordés par Éric Heyer, directeur du département analyse et prévision à l'OFCE, Isabelle Cussac, fondatrice de Générations & Co, vice-présidente de FCE Paris, et André Loesekrug-Piétri, président de Jedi (Joint European Disruptive Initiative), dans l'émission Les Experts, présentée par Raphaël Legendre sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

Au sommaire :SFR va être racheté par ses concurrents Bouygues, Free et Orange dans une opération de 20,35 milliards d'euros, entraînant une période de transition complexe pour les clients et les salariés.Le secteur aérien fait face à une baisse de ses bénéfices de moitié en 2023 malgré une hausse du trafic, en raison de l'explosion des coûts du kérosène liée à la guerre au Moyen-Orient, ce qui pourrait conduire à des restructurations.La France accuse un retard dans la transposition de la directive européenne sur la transparence des salaires, contrairement à certains de ses voisins comme l'Italie qui ont réussi à s'y conformer.Les marchés financiers connaissent une forte correction, notamment sur les valeurs technologiques, en raison de la perspective d'un maintien des taux d'intérêt élevés aux États-Unis.Le groupe Casino, propriétaire de Monoprix et Franprix, a obtenu un accord de refinancement de sa dette avec des banques pour une durée de 5 ans.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

durée : 00:11:58 - Les Enjeux internationaux - par : Guillaume Erner - Suite au rachat de SFR par Orange, Bouygues Telecom et Free, semblant vouloir rattraper les géants chinois et états-uniens, Stéphane Lelux, président du cabinet Tactis et expert en télécommunications, analyse le statut des télécoms à l'échelle internationale. - réalisation : Félicie Faugère, Mathilde Thon-Fourcade - invités : Stéphane Lelux Président du cabinet Tactis, expert en télécommunications Vous aimez ce podcast ? Pour écouter tous les épisodes sans limite, rendez-vous sur Radio France

durée : 00:03:04 - Le 6/9 de l'été - par : Dominique Seux - Un accord a été signé pour que Orange, Bouygues Télécoms et Free se partagent SFR. Vous aimez ce podcast ? Pour écouter tous les épisodes sans limite, rendez-vous sur Radio France

Le rachat de SFR par Orange, Bouygues Telecom et Free pour un peu plus de 20 milliards d'euros dépasse largement le cadre des télécoms français. Derrière cette opération se cache une question stratégique pour l'Union européenne : faut-il continuer à privilégier une concurrence maximale ou accepter la création de grands groupes capables de rivaliser avec les géants américains et chinois ? Le protocole d'accord signé entre Bouygues Telecom, Free et Orange pour reprendre SFR constitue l'une des plus importantes opérations industrielles de ces dernières années en France. Mais ce dossier pose surtout une question qui dépasse largement les frontières françaises. Est-ce que l'Europe doit continuer à privilégier la concurrence à tout prix, ou accepter de faire émerger de grands groupes capables de tenir tête aux États-Unis et à la Chine ? Car depuis des années, la philosophie européenne était simple : plus il y a de concurrence, mieux c'est pour le consommateur. Selon les théories économiques classiques, davantage de concurrence implique des prix plus bas, plus d'innovation et donc davantage de choix. Mais le monde a changé. À l'ouest de l'Union européenne, les États-Unis disposent de géants technologiques capables d'investir des dizaines de milliards de dollars chaque année. À l'est, la Chine fait émerger de grands groupes soutenus par un immense marché intérieur et une stratégie industrielle assumée. Entre ces deux blocs, l'Europe apparaît aujourd'hui beaucoup plus fragmentée. À lire aussiLes opérateurs télécom européens face au défi de la régulation Des télécoms européens encore trop fragmentés face aux géants américains et chinois Cette fragmentation est particulièrement visible dans le secteur des télécommunications. Aux États-Unis, trois grands opérateurs couvrent l'ensemble du territoire. C'est exactement la même situation en Chine. En Europe, au contraire, on compte des dizaines d'opérateurs répartis dans vingt-sept pays, chacun avec ses propres règles, son propre marché et ses propres contraintes réglementaires. Au total, cela représente plus d'une centaine d'acteurs. Autrement dit, le marché unique européen est immense, mais il ne fait émerger aucun véritable champion à l'échelle du continent. Chaque pays conserve son opérateur historique ou son leader national : Orange en France, Deutsche Telekom en Allemagne ou encore Telefonica en Espagne. Le rachat de SFR pose donc une question : passer de quatre à trois opérateurs en France constitue-t-il un premier pas vers une moindre fragmentation du secteur en Europe ? Pendant des années, Bruxelles estimait qu'il fallait préserver un maximum de concurrence, quitte à empêcher certaines fusions. Aujourd'hui, le débat évolue. Faut-il conserver quatre opérateurs qui se livrent une guerre des prix permanente, ou accepter trois acteurs plus solides capables d'investir davantage dans les infrastructures numériques ? À lire aussiFace aux géants du numérique américains, une partie du monde tente de réguler Le dossier SFR comme test grandeur nature Les télécommunications sont devenues un secteur stratégique. Il faut financer la fibre optique, préparer la 6G, développer les réseaux de données nécessaires à l'intelligence artificielle, renforcer la cybersécurité ou encore construire de nouveaux centres de données. Tous ces investissements représentent des dizaines de milliards d'euros. L'idée défendue par les industriels est qu'il serait plus simple de financer ces infrastructures avec quelques grands groupes aux épaules suffisamment larges pour investir massivement plutôt qu'avec une multitude d'acteurs plus petits. Autrement dit, l'Europe pourrait choisir de privilégier des champions industriels capables de rivaliser avec les géants américains et chinois. Dans de nombreux secteurs, les entreprises européennes restent performantes, mais elles demeurent souvent trop petites pour peser à l'échelle mondiale. Selon Mario Draghi, ancien président de la Banque centrale européenne, si l'Europe veut rester dans la course mondiale, elle devra accepter davantage de concentrations industrielles afin de créer de grands groupes européens capables de rivaliser avec les grandes puissances économiques. C'est précisément pour cette raison que le dossier SFR est observé avec autant d'attention. Au-delà du seul marché français des télécoms, il constitue un véritable test grandeur nature de l'évolution de la politique industrielle européenne. Reste désormais à savoir si la Commission européenne acceptera de laisser un marché national passer de quatre à trois opérateurs ou si elle estimera que le risque de hausse des prix pour les consommateurs demeure trop important.

Will Parrish is the Co-Founder and Chief Customer Officer of Lula, a Kansas City-based proptech platform built to streamline property maintenance for property managers and their residents. Will co-founded Lula alongside CEO Bo Lais with a mission to make property maintenance smarter — pivoting the business during the pandemic to focus on property managers in the single-family rental space, a move that fueled rapid growth. Lula recently closed a $28 million Series A round and is expanding from 42 markets to 60, with heavy investment in AI and automation. Before co-founding Lula, Will spent nearly two decades in enterprise sales and business development, including a long tenure at Thomson Reuters. (00:53) - How Lula Started(02:34) - Trading Corporate for Startup Life(03:29) - Is Maintenance Archaic(05:49) - Where Work Orders Fail(07:30) - Scaling 100K Work Orders(12:28) - Building Vendor Trust & Quality(13:19) - Expanding Markets(16:16) - Flat Rate Pricing Playbook(19:15) - Ideal Rental Customers(21:54) - Integrations(25:47) - AI In Maintenance(30:21) - Future of Lula(32:14) - ROI for Property Owners & Operators(35:49) - Hardware play ahead?(39:12) - Collaboration Superpower: MacGyver

When you don't file your own tax return, the IRS will file a tax return for you and that is called an SFR. If an SFR from 2018 says you owe the IRS $187,000, do you actually owe the IRS that much?If you owe the IRS at least $10,000 in back taxes or have multiple years of unfiled returns you need filed, book a free consultation here: https://choicetaxrelief.com/free-tax-...#SFR #IRS #IRSSFR

Jeudi 7 mai, François Sorel a reçu Frédéric Simottel, journaliste BFM Business, Claudia Cohen, journaliste chez Bloomberg, et Jérôme Marin, fondateur de cafetech.fr. Ils sont revenus sur les bénéfices records de Samsung, l'impact sur les tarifs après le rachat de SFR, et notamment la sortie en salle du film Narnia de Netflix, dans l'émission Tech & Co, la quotidienne, sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez la en podcast.

You didn't file your taxes and now you've been hit with an SFR from the IRS. Is it best to leave the SFR or replace it if you're a W-2 employee? In today's video, I'm gong to tell you EXACTLY what to do if you're in this spot!If you owe the IRS at least $10,000 in back taxes or have multiple years of unfiled returns you need filed, book a free consultation here: https://choicetaxrelief.com/free-tax-...#IRS #SFR #unfiledtaxreturns

In this special episode of Tangent Proptech, Edward Cohen is on the red carpet at one of the most exclusive commercial real estate events of the year: the Real Estate Gala in New York City. This episode features rapid-fire conversations with founders, investors, brokers, developers, and operators across the proptech and commercial real estate ecosystem. A big focus of the evening was on AI. Namely, this question: how is AI being used in real estate right now? And possibly more front-and-center: what's hype and what's here to stay? From leasing and marketing to underwriting and financial modeling, this episode explores where artificial intelligence is already driving value in real estate, where it's falling short, and how we can close the gap.(00:00) - Welcome to the Real Estate Gala Red Carpet Interviews (02:30) - Cyrus Claffey (ButterflyMX): AI Across Product, Marketing, & Operations (06:00) - Zach Molzer (Molzer Development) & Madi Bremer (CBRE): Networking & AI in Leasing (08:30) - Gabe Einhorn (VryfID): Content, Consistency, and AI Efficiency (10:00) - Kaylan Knitowski (Franklin Street): AI Workflows and Competing with Experience (13:30) - David Auerbach (Hoya Capital): Driving Tech Adoption in Real Estate (14:45) - Adam Steiner (Rick, Steiner, Fell, and Benowitz): Document Automation & Bridging Tech and Business (16:45) - Humberto Lopes (HL Dynasty, Gotham Housing Alliance): A Human-First Real Estate Perspective (19:15) - Jovian Lopes (Gotham Housing Alliance): AI for Research vs Human Relationships (21:00) - Lauren O'Breza (Foresite CRE): AI in Brokerage & Underwriting (24:30) - Pablo Barreiro (Fortec): Simplifying Tech Adoption & the Future of Financing (26:00) - Shanti Ryle (Crexi): AI Data Enrichment & Storytelling Advantage (30:30) - Rameen Inayat (Ryan): AI for Admin & Property Tax Insights (32:00) - Collaboration Superpower: Priya Parker 

Mercredi 29 avril, François Sorel a reçu Didier Sanz, journaliste, Isabelle Bordry, fondatrice de Retency, et Amélie Charnay, journaliste à La Tribune. Ils se sont penchés sur le lancement de nouveaux satellites LEO par Ariane?6, l'accusation de Meta par l'Union européenne pour manquement à la protection des mineurs, et la perte d'abonnés de SFR en plein rachat, dans l'émission Tech & Co, la quotidienne, sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez-la en podcast.

Ido Genosar is the CEO and Founder of Verobotics, the pioneering robotics solution for building façade maintenance, inspection, and upkeep. Prior to this, he led innovation at Aluminium Construction, Israel's biggest façade constructor. His diverse background in building exteriors, technology and global business development is at the core of his mission to solve deep-rooted inefficiencies with breakthrough innovation.(00:50) - “Miracle” Robotics(02:50) - What the Façade Robot Does(03:11) - Humanoids vs. Task-Specific Robots(04:28) - Why Robotics Demos Fail in the Real World(06:05) - VC Lens on Robotics(09:13) - Funding & Adoption Reality(12:48) - Façades as a Data Blind Spot(15:11) - Construction Signoff & Compliance(16:00) - Unions, Scaffolding & Safety(18:07) - New Data-driven Decisions(20:52) - Where's the Long-Term Value (29:33) - Humans in the Loop(31:48) - Best-Fit Buildings Today(33:03) - Robots in 5 to 10 Years(36:43) - Collaboration Superpower: Sir James Dyson, Leonardo Torres

Mercredi 22 avril, François Sorel a reçu Thomas Serval, PDG de Baracoda, André Loesekrug-Piétri, président de JEDI (Join European Disruptive Initiative), et Frédéric Simottel, journaliste BFM Business. Ils se sont penchés sur le rachat de SFR, l'imposition européenne de la batterie amovible dès 2027, et le ralentissement de la conduite autonome par BMW et Mercedes, dans l'émission Tech & Co, la quotidienne, sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez-la en podcast.

Au programme :Vente de SFR: la France repasse à trois opérateursL'Union Européenne a présenté son app officielle de vérification d'âgeAllbirds pivote des éco-baskets en laine à… l'IA ??Le reste de l'actu: musique par IA, robots marathonniens, prix de la RAM…Infos :Animé par Patrick Beja (Bluesky, Instagram, Twitter, TikTok).Co-animé par Marion Doumeingts (Instagram, Bluesky, Twitter).Co-animé par Jeff Clavier (Instagram, Twitter).Produit par Patrick Beja (LinkedIn) et Fanny Cohen Moreau (LinkedIn).Musique libre de droit par Daniel BejaLe Rendez-vous Tech épisode 662 – La saga du prix du mobile – SFR en vente, EU et contrôle de l'âge, Allbirds et IA---Liens :

Au sommaire :Le gouvernement va réunir un comité d'alerte sur les finances publiques pour trouver 4 milliards d'euros d'économies afin de compenser l'augmentation du coût de la dette et les aides aux secteurs touchés par la crise.L'inflation devrait atteindre 4 à 5% dans les rayons des supermarchés cette année, bien au-delà des prévisions officielles, en raison de la hausse des prix des matières premières et des coûts de production.Le rachat de SFR par un consortium composé d'Orange, Bouygues Télécom et Iliad (maison mère de Free) devrait ramener le nombre d'opérateurs télécoms en France de 4 à 3, avec des conséquences mitigées pour les consommateurs.Le gouvernement français et allemand doivent prendre une décision sur l'avenir du projet d'avion de combat européen SCAF, bloqué par des désaccords entre Airbus Defence et Dassault Aviation.Elon Musk, propriétaire du réseau social X, est convoqué par la justice française dans le cadre d'une enquête sur des violations du droit français, notamment la diffusion d'images pédopornographiques et de deepfakes à caractère sexuel.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

SFR bientôt vendu ? Patrick Drahi serait prêt à dire oui à Bouygues, Free et Orange pour 20,35 milliards d'euros. Les négociations vont se poursuivre. Nous vous proposons d'écouter ou réécouter ce podcast, diffusé en juin 2025. Pierrick Fay et ses invités racontaient les difficultés de l'entreprise et revenaient sur les scénarios possibles d'une cession alors que les rumeurs laissaient déjà entendre une possible vente.« La Story » est un podcast des « Echos » présenté par Pierrick Fay. Cet épisode a été enregistré en juin 2025. Rédaction en chef : Clémence Lemaistre. Invités : Florian Dèbes et Thomas Pontiroli (journalistes spécialistes des Télécoms aux « Echos »). Réalisation : Willy Ganne. Chargées de production et d'édition : Michèle Warnet et Clara Grouzis. Musique : Théo Boulenger. Identité graphique : Upian. Photo : Pascal Sittler/REA. Sons : « Le père Noël est une ordure » (1982), BFM Business, SFR, RED by SFR, « Fais pas ci, fais pas ça » (2007), « Le Juste Prix » (1987). Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

Vers une reconfiguration historique du marché des télécoms ? Cela semble en bonne voie depuis ce vendredi 17 avril 2026. Altice France, maison mère de SFR, a annoncé être entrée en négociations exclusives avec Bouygues Telecom, Iliad (Free) et Orange pour la cession de son opérateur sur la base d'une nouvelle offre à 20,35 milliards d'euros.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Zach Schofel is the Co-Founder and CEO of Cosign, a data-driven guarantor platform helping property owners and managers boost economic occupancy while expanding housing options for renters. Cosign aims to redefine renter underwriting and help multifamily owners convert more demand into leases. He is also a Principal at Eastman Residential, the largest buyers of distress student housing in the country. He leads a portfolio of 3,000+ multifamily units across the US, with a focus on student housing and value-add multifamily strategies. (01:34) - The Eastman Residential Story (02:29) - Cosign Origin (03:39) - Limits of Credit Scores (06:46) - Fraud Screening Landscape (08:05) - Scale of the Problem (11:54) - Underwriting Signals (13:25) - Value creation in Multifamily tech (15:49) - How VC Underwrites Insurtech (18:06) - Feature: Blueprint: The Future of Real Estate 2026 in Vegas on Sep. 22-24 (20:35) - Cosign's Differentiation (24:17) - Mark Cuban's Investment (26:21) - AI in Operations(28:18) - Collaboration Superpower: Jared Kushner & Philip Hubert

A note: this conversation was recorded on March 17, 2025, so any references to pending legislation reflect the state of the debate at that time. The debate over institutional ownership of single-family rental (SFR) homes has moved from industry trade publications to the floor of the U.S. Congress. A bill currently working its way through the legislative process would restrict large investors from buying additional SFR homes and require build-to-rent (BTR) communities to be sold off within seven years of completion. But what does the research actually say? Josh Coven, Assistant Professor of Real Estate at Baruch College's Zicklin School of Business, joined the New Home Insights Podcast to walk through his findings — and the data challenges some of the most widely held assumptions about institutional investors, housing prices, and rental supply.

Oded Noy is the Chief Technology Officer at Crexi, where he leads the development of technology transforming the commercial real estate industry. A serial entrepreneur, mentor, and investor, Oded previously co-founded TrueCar, helping scale it through its IPO, and has been a longtime managing partner at Amplify.LA, an early-stage venture fund. With a track record of building and advising high-growth SaaS companies, Oded brings deep expertise in scaling platforms, driving innovation, and building high-performing teams. Known for his philosophy that great work comes from being part of something bigger than yourself, he is also a passionate advocate for mentorship and developing the next generation of builders.(01:43) - Crexi's Evolution(02:55) - The CRE Info Problem(03:13) - Why Docs Create Bottlenecks(06:42) - Information vs Intelligence in CRE(08:54) - Proprietary Data Advantage (09:28) - Lessons from TrueCar for CRE(10:07) - Crexi Vault(11:25) - Becoming the CRE OS(13:56) - Build vs Buy in the AI Era(17:14) - Vibe Coding Inside Real Estate Firms(21:52) - Feature: Blueprint: The Future of Real Estate 2026 in Vegas on Sep. 22-24(22:43) - How AI Compresses Deal Cycles(24:29) - What Differentiates Winners in CRE(30:48) - What Gets Automated Next(35:39) - Collaboration Superpower: Geoffrey Hinton & Marcus Licinius Crassus

What happens when a multifamily CEO with 18,000 doors under his belt jumps into single-family… and says SFR is the bigger opportunity?!Dan French nearly went bankrupt during the Great Financial Crisis, slept in vacant units, ruined his credit for a decade, and used every lesson to eventually scale a multifamily platform from 2,500 to 18,000 doors. Now he's CEO of Northpoint, one of the largest SFR management companies in the country, and he's building something fundamentally different: separate divisions for scattered-site SFR, BTR, and small multifamily - all running on a shared platform.We discuss:(00:00:00) - Intro(00:01:45) - Dan's background and career(00:08:39) - Northpoint(00:14:54) - Sponsor - Enterprise Bank & Trust(00:16:18) - SFR following in the footsteps of multifamily(00:26:07) - The difference between BTR and SFR(00:30:47) - The division of labor in PM(00:34:28) - Sponsor - Haven AI(00:35:57) - How a PM would implement a BTR community(00:40:51) - Northpoint and their acquisition strategy(00:45:43) - Separating unit churn from revenue churn(00:50:27) - The melting iceberg problem(00:58:19) - Dan's experience with Crane(01:00:44) - The competitiveness of MF property management(01:04:26) - The lack of ‘scaffolding' in SFR(01:10:15) - Getting in touch with DanWe get into the "melting iceberg" problem that's killing PM roll-ups (and why most buyers underestimate churn), how to build a trust layer with owners that actually reduces churn, why he thinks tech is not a moat (and what is), and why the Innovator's Dilemma means SFR operators are better positioned to move upmarket than multifamily firms are to come down.Dan also shares his take on NRR vs. logo churn, the talent scaffolding gap between MF and SFR, and why North Point is keeping acquired brands intact instead of rebranding day one.Learn more and connect with Dan here: NorthpointLinkedinResources for Property Managers & Real Estate EntrepreneursCrane – Private PM Owner Community → Join a private network of property management owners and operators: https://joincrane.co/Free Weekly Newsletter → Property management insights, strategies, and industry updates direct to your inbox: https://peter.beehiiv.com/subscribeRL Property Management → Learn more about Peter's company and services in Columbus, Ohio: https://rlpmg.com/___Disclaimer: The content of this podcast is for informational purposes only and does not constitute professional advice. I may have consulting agreements with, or financial interests in, companies mentioned in this podcast. Additionally, some of the links included may be affiliate links, meaning I may earn a commission if you purchase through these links. Always perform your own due diligence before making any financial or business decisions.

Adam Segal is the Co-Founder and CEO of Cove, a property operations and tenant experience platform used across 3,500 buildings in the US, and 15% of office buildings in Manhattan, NYC. He started as an operator, building and managing a network of coworking spaces, which led to creating Cove as an in-house solution to run building operations more efficiently. Under his leadership, Cove has grown into a unified platform that replaces fragmented systems across access, maintenance, visitor management, and tenant engagement, and is trusted by major institutional owners including RXR, Silverstein, Nuveen, and Blackstone, powering operations in assets like Chicago's Willis Tower. Adam focuses on solving real operational problems for property teams first, then scaling those solutions across portfolios to improve efficiency, retention, and overall asset performance.(02:01) - From Coworking to Cove(03:19) - Platform & Asset Focus(05:08) - Willis Tower(07:05) - How Cove Wins Buildings(10:04) - Change Management Playbook(13:11) - Operational Blind Spots(15:46) - Owner vs 3rd-party Management(18:12) - Feature: CREtech New York(19:35) - How Tenants Use Cove(23:37) - AI in Property Operations(26:36) - Real-Time Feedback(29:05) - Staying Through Asset Sales(30:36) - Collaboration Superpower: Thomas A. Edison

In this episode, Anderson attorney Eliot Thomas, Esq., and CPA Barley Bowler tackle a wide-ranging set of listener questions on retirement accounts, real estate strategy, and business tax planning. They explain the key differences between non-recourse and DSCR loans inside a Solo 401(k), and why maintaining non-recourse status is critical to avoiding a devastating unrelated debt financing income hit. They walk through how to properly establish state residency when relocating and cashing out a 401(k), and clarify why donating fully depreciated work trucks to charity won't produce a charitable deduction or avoid recapture. Eliot and Barley also lay out a detailed framework for strategically unwinding a rental portfolio — factoring in passive losses, real estate professional status, and sale timing. They break down the reverse mortgage interest deduction rules for a mixed-use property, explain how insurance proceeds and roof capitalization work after hail damage, and make a strong case for why real estate should always be transferred — never sold — into a disregarded LLC. The episode closes with a warning about Universal Business Organization Trusts, a rarely used entity type that typically surfaces in fraudulent tax schemes and won't generate the refundable NOL investors hope for. Tune in for expert guidance on these and more!   Submit your tax question to taxtuesday@andersonadvisors.com Highlights/Topics:   0:00 — Intro 8:37 — "I want to change from a Solo 401(k) non-recourse SFR loan to a Debt Service Coverage Ratio (DSCR) loan. Any tax implications or penalties to be aware of, particularly considering I'm 67 years old?" - No tax implications exist as long as both loans remain non-recourse. 14:35 — "I lived in Colorado January through March of 2025 and moved to Arizona in April. I had a small 401(k) that I cashed out in October 2025. Taxes were withheld. I understand I will be required to file two state returns. How will I reconcile the 401(k) for both states?" - Establish Arizona residency first; the 401(k) cash-out is taxed only there. 20:25 — "I have a fleet of work trucks that needs to be replaced. Can I donate the trucks to charity to avoid depreciation recapture? Can the charity then sell the trucks tax-free to fund their operations?" - Fully depreciated trucks yield no charitable deduction and no recapture to avoid. 25:08 — "From a tax perspective, what is the most strategic approach to unwind residential rental property?" - Track passive losses per property and time sales to offset income strategically. 32:33 — "I have a reverse mortgage on a 2-unit property where I rent one of the units. Will I be able to deduct the interest when I sell the property? What are the rules regarding reverse mortgages? Anything I should know after 10 years pass?" - Interest deductibility depends entirely on how the reverse mortgage proceeds were spent. 40:05 — "My rental property sustained hail damage that totaled the roof. I replaced it. Insurance paid for most of the work, but did not cover deductibles or roof depreciation. Can I recover those expenses using Federal and State tax codes? I live in California." - Out-of-pocket roof costs are capitalized and depreciated over 27.5 years. 43:58 — "When setting up a corporate structure to hold real estate assets, is it more tax efficient to sell the property to the corporation or just transfer ownership and declare it as startup capital?" - Transfer as a capital contribution; never sell to your own entity. 50:25 — "Can I sell my failing business/LLC to a Universal Business Organization Trust at 'cost basis'? Since the trust has no 'money/income' yet, I believe it will create a refundable NOL. Is that correct?" - No — the LLC's losses already flow through to your personal return. Resources: Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/?utm_source=the-tax-smart-way-to-move-real-estate-into-a-corporation&utm_medium=podcast Schedule Your FREE Consultation https://andersonadvisors.com/strategy-session/?utm_source=the-tax-smart-way-to-move-real-estate-into-a-corporation&utm_medium=podcast Anderson Advisors https://andersonadvisors.com/ Toby Mathis YouTube https://www.youtube.com/@TobyMathis Toby Mathis TikTok https://www.tiktok.com/@tobymathisesq Clint Coons YouTube https://www.youtube.com/@ClintCoons

Brian Turner is the CEO of OTI, a master systems integrator that connects HVAC, lighting, and building systems into unified platforms to drive operational and energy efficiency, and ESG performance across the built environment. With over 30 years of experience in building automation, Brian has worked closely with major property owners to advance system integration and building data strategies. Prior to OTI, he led Controlco and later BuildingsIOT, where he helped shape the evolution of smart building infrastructure and IoT-driven operations.  At OTI, Brian is focused on transforming how buildings operate by bringing together fragmented systems into a single, intelligent layer—making buildings smarter, more efficient, and easier to manage.(01:40) - What's OTI (02:32) - 30 Years of Building Technology(04:13) - The Retrofit Opportunity(05:55) - Why LEED Performance Slips(07:03) - Investing in Energy Technology(11:17) - A Unified Brain for Buildings(14:48) - How OTI Engages Clients(16:08) - Product Roadmap(18:55) - Regulation vs Real Market Drivers(19:59) - Comfort Across Asset Classes(25:27) - Feature: Blueprint: The Future of Real Estate 2026 in Vegas on Sep. 22-24(26:19) - Local Law 97(27:49) - When Owners Take Action on Energy(34:33) - Split Incentives in Leases(38:12) - Passive House Needs Operational Technology(40:20) - Wireless & Lower Retrofit Costs(44:49) - Where AI Adds Value(48:20) - Collaboration Superpower: Albert Einstein and Claude Shannon

When trying to manage properties, have you ever thought to yourself, "Man, it would be great if I just had fewer emergencies?  In this episode of the #DoorGrowShow, Jason Hull, founder and CEO of DoorGrow, and Ryan Cadwell, managing partner at Resolute RDM, discuss how property managers can stop operating reactively and start thinking like true asset managers. The discussion includes the difference between market value and investment value, why understanding that gap is key to long-term wealth, how to structure smarter deals to increase returns, and the leadership habits that drive sustainable business growth. You'll Learn [02:06] The Myth of Needing More Leads [11:39] Leaks in Your Sales Pipeline [22:41] The Future of SEO with AI Quotables "Why do we call it the leads myth? Well, the myth is this lie that we believe that you just need more leads. And the assumption in that is that all leads are the same." "The more clarity you have, the less wrong stuff you're going to be doing." "Not all clients are equal, right? Which means not all leads you get are equal. You need to qualify them." Resources DoorGrow and Scale Mastermind DoorGrow Academy DoorGrow on YouTube DoorGrowClub DoorGrowLive Transcript Jason Hull (00:01) All right, five, four, three, two, one. Welcome everybody. I'm Jason Hull, the founder and CEO of DoorGrow, the world's leading and most comprehensive coaching and consulting firm for long term residential property management entrepreneurs. For over a decade and a half, we have brought innovative strategies and optimization to the property management industry. At DoorGrow, we are on a mission to transform property management business owners and their businesses.   We want to transform the industry, eliminate the BS, build awareness, change perception, expand the market and help the best property management entrepreneurs win. Now let's get into the show. All right, so today's episode, I'm hanging out with Ryan Cadwell, managing partner at Resolute RDM. And we're gonna dive deep into how property managers can stop operating reactively and start thinking like true asset managers. So Ryan, welcome to the show.   Ryan Cadwell, CPM (00:57) Thanks Jason for having us, we're glad to be here.   Jason Hull (01:00) Awesome. So Ryan's going to break down. This is our notes, right? So Ryan's going to break down the critical difference between market value and investment value and why understanding that gap is the key to building long term wealth. And he's going to share why so many investors overpay, how to structure smarter deals that actually increase returns and the leadership habits that drive sustainable business growth. All right. Cool. So let's get into that. So, Ryan, I'd love people to get a little bit of background.   on you, how you got into entrepreneurism and how you got into developing this business and maybe how this connects to property management and then we'll get into everything.   Ryan Cadwell, CPM (01:40) Sure, background is we've been in the game for 18 years. ⁓ Wife and I started it and we started the overall ⁓ idea of it in 08. ⁓ Actually it was 06 when we were kicking it around and perfect time to get into all this, 08 right during the financial crisis. ⁓ Third generation entrepreneur, ⁓ both my dad and my grandfather on his side.   were entrepreneurs. that's, mean, that's how it got drawn into that world. Originally was going to be just an investor. ⁓ but my dad had apartments with another business that he ran and I, I grew up around it. ⁓ I was cutting grass and I was around tenants, ⁓ that whole time. when, we were in the investment world and wanting to grow that, you know, in the ⁓ eight through   Jason Hull (02:09) Yeah.   Ryan Cadwell, CPM (02:36) 2012 market, I started looking for property managers. did some interviews, ultimately. mean, property management has come a long way since then. I know it's been a thing for a while, 30 or 40 years, but I think in the SFR space, it was kind of the Wild West for a while, at least in our market it was. ⁓ And we had done some... ⁓   Jason Hull (03:00) Yeah, it still might be, yeah, in most markets.   Ryan Cadwell, CPM (03:06) And so when we had done some interviews with some property managers, turned out, I think, like, we were like, why don't we just build it? Like, we have enough experience. I grew up doing it. So that's what drew us into the property management world. And then it gradually grew, turned into a few hundred doors. And then we fluctuate. We fluctuate with market times. We're a boutique firm, and we really focus on   adding investor value ⁓ and then we're adding additional components with ⁓ understanding market trends, understanding what overpayment is ⁓ and trying to help investors get ahead of that. we're not always helping investors that are in a reactive position try to.   Weighed out time so that they're, know, the amount they paid for it can then finally start cash flowing in those kinds of positions. We try to come at it with a, with an eyes wide open, you know, if you buy it here, you're in negative leverage and what that means and how that's going to translate as far as cash flows. I mean, some investment perspectives, that's what they want. They don't necessarily mind the time. ⁓ If they've got cash flow from other things, that might be how they're going to get in. But,   Yeah, that's how we got to where we are in the entrepreneurial world and then in owning and operating a real estate services firm.   Jason Hull (04:38) Yeah, and you said we, meaning.   Ryan Cadwell, CPM (04:41) We   so I mean, I treat anything we do well is it's a team. It's our four brokers. It's our two managers. It's our, you know, contractors. It's all the guys that have helped us get and it's even some of my other partners on development deals. So there's always a we piece. I'd be remiss if I stood up here and acted like, you know, this was me. Yeah.   Jason Hull (05:06) It's all Ryan, yeah.   So, but this started as like kind of you're in the family business of entrepreneurism, it sounds like, so.   Ryan Cadwell, CPM (05:14) Yeah, and we could talk about that too, how to work with your family. How to work with your family and how to get ahead of that too ⁓ so that you don't damage the relationships and those kinds of things.   Jason Hull (05:18) Yeah, that could be a challenge.   Cool. let's chat about this because property managers, they are a lot of times reactive. They're just reacting to everything. They feel like they're not going to react to everything that every tenant calls them, every owner calls them. They're just managing, putting out fires all the time. how do we start getting to think like true asset managers and get them out of this?   Ryan Cadwell, CPM (05:38) Mm-hmm. It's a reactive business.   I think the goal is to be an asset manager because at that point you're planning decisions ahead of time. Property management is always going to have a reactive piece to it. You're always going to have emergencies. You're always going to have things that need to be done day of. The real answer to that is a lot of those things don't need to be reactive.   They could have been planned, proper expectations could have been set. ⁓ Having conversations like the way you onboard, the way you train, you educate and how you communicate in the time, know, the times that they're gonna receive statements or anything you get on a repeat basis, it just needs to be kind of be walked through. Now, if you haven't started your clients out in that, I mean, we're.   We've learned that the hard way we've had to kind of modify some of some of the things when we onboard. So we've got, you know, we have clients that, that were raised in our old ways that we've had to kind of push out educational pieces, marketing pieces that are here's how we operate. Here's what we do and, send out reminders. Hey, you know, this is when stuff's happening. So to get proactive, you've got to start looking at all the things that you do, all the things that.   Jason Hull (07:11) Yeah.   Ryan Cadwell, CPM (07:21) they need and then start educating them ahead of time. And you educate them ahead of time, knowing that they're not going to read everything. They're not going to pay attention. ⁓ And then you just have a gentle reminder. the, and you know, our, ops staff is way better at this even than I am. I, I was way more reactive and figuring it out on the fly and   Jason Hull (07:33) Yeah, people generally don't.   Ryan Cadwell, CPM (07:48) And they were always like, there's no reason this is this stressful. How do we get ahead of this? How do we start educating? ⁓ Your statements will come out on this day. Your payments come out on this day. ⁓ Here's the way that our system works. If you've got an emergency, here's what to expect. and by the way, here's what qualifies as an emergency. That's another thing too. ⁓ But no matter what, it's still a people business.   Jason Hull (08:11) Mm.   Ryan Cadwell, CPM (08:16) It's still, you're still going to have people that aren't going to necessarily follow all of your patterns. And sometimes, sometimes you got to decide whether or not that means they stay as a client or, you know, you work on that relationship. See if you can't kind of get them in line. Other times you're going to part ways with that client just because it, it's going to be better for both of you to do that.   Jason Hull (08:40) Yeah, so some of the things I'm hearing is like, you know, there's things that could have been planned. having good planning, setting expectations, having good onboarding, defining what emergencies are, setting boundaries. Right. And if they're not willing to play ball, then firing some clients for sure. Cool. So tell me about that. What's the difference between market value and investment value? For those listening, I'm doing air quotes. So.   Ryan Cadwell, CPM (08:52) Go.   Market value and investment value, think is the difference in those two terms is where money is made and lost every single time. The buyer wants to buy on investment value and then they want to sell on market value. That gap is truly where a lot of money can be made. Truly,   Jason Hull (09:16) Okay.   Ryan Cadwell, CPM (09:34) Investment value is different for every investor. have to know what your opportunity cost is. If you didn't put your money into here, where else, how much more can you make? And then evaluate whether or not this deal works for your portfolio. Everybody's money is different. Everybody's opportunities are different. So if you don't know those numbers, you typically just default to market value because   Jason Hull (10:02) Hmm.   Ryan Cadwell, CPM (10:03) Because appraisers, I mean, appraisers walk in and it's income approach, it's cost approach, and then it's comp approach, right? That's the most common three ways that they value it. And then brokers are gonna tell you what, if they're selling for the seller's agent, they're gonna tell you usually market value. This is what market is. Even on the bigger stuff, the multifamily stuff, they're always gonna be pushing whatever is gonna.   generate the most value for their client. For you, you have to know in your underwriting, what can you financially absorb? One of the biggest things going on right now is if you're getting into the market right now, everybody's financial projections are this is gonna be long-term place. Like the fast money that we just came out of, that's most likely not gonna be in the next five years, the next five, 10, 15 years.   Jason Hull (10:35) Right.   Ryan Cadwell, CPM (11:02) You can't say always, because there will be some stuff that'll pop. There'll be a few home runs. Most of what's going to happen is going to be fundamentals. It's going to be operational, which means underwriting investment value is going to be key. Because if you're not doing that, you're most likely going to default to, well, if I want to put my money to work in this, I'm going to have to...   I'm gonna have to overpay a little bit. And by overpay, I even mean in a negative leverage position where your desk costing you more than you're getting on your return. And if that's the case, you've got to have enough cash to weather the storm. And there are some people that are doing that. And that's their investment strategy and thesis. But if you don't...   Jason Hull (11:47) Sure.   Like you mean maybe   like in the short term, it's not cash flowing, but as an asset or an investment in long term, it's a great play.   Ryan Cadwell, CPM (12:01) Yeah, as long as you're in a position to be able to absorb that. I mean, we've run into some owners. We've, we've had, and I think this is the reason why I've come out more and started talking about this is, is a lot of the relationships where we were, where they're strained with our clients is usually when we're brought in after they bought it, we don't know how they underwrote it.   They bring it to us and somebody else told them what it's going to rent for. We take it to market. It doesn't rent for that. They're in a negative cashflow position and they planned on being positive and having money for reserves. And now they're pulling money out of their paycheck to make sure everything gets paid.   Jason Hull (12:34) Right.   Right, because they were operating from the beginning with false assumptions or incorrect assumptions. And so the expectations are off and then you have to be the bearer bad news, but also you're the person that's finally giving them the truth and you know. Yeah.   Ryan Cadwell, CPM (13:01) And   that's hard to be in because it's like spent cost fallacy. It's where they spent the money on this. They bought into whatever the underwriting was and they were super excited. There was the emotional attachment. And then they get to where, no. And then with us.   Jason Hull (13:24) Yeah, Spend cost analysis   sums up, think, the whole state of California and how they spend money. So they're like, we bought this. They buy, they're like, they invest all this stuff into metros and buses and whatever. And everybody wants to drive cars. And yeah, like, but we put so much money into this. Yeah.   Ryan Cadwell, CPM (13:31) You   Right.   Yep. Yep. And because we put money into it, therefore it's valid. Yeah.   Jason Hull (13:50) Right.   Yeah. Got it. So, ⁓ So. ⁓ So we need to understand the difference between market value and investment value. ⁓ Understand that gap is how we understand long term wealth, because if the gap's off, it's either profit or loss. That's what the gap is. So it could go either way. And so we want to make sure there's there's profitability there. And even if it's in the short term.   Ryan Cadwell, CPM (14:09) And that's   Jason Hull (14:19) Maybe it's loss. The long-term, it still could be profitable. Maybe it can make sense. okay, so a lot of investors, they're overpaying. You want to structure smarter deals to increase the returns. ⁓ And we're also going to chat about the leadership habits that drive sustainable business growth. So where do we go from here, you think?   Ryan Cadwell, CPM (14:45) I mean, I love talking about habits because habits are what good habits and sound habits create sound fundamentals. And it helps avoid a lot of the, ⁓ the, well, it helps expose a lot more of the, of the mistakes that we can get into. ⁓ it helps maintain discipline. It helps, ⁓ it helps expose us. Like if you're, mean, if you're getting emotional about a deal, I'm in an investor group and   Jason Hull (15:03) Yeah.   Ryan Cadwell, CPM (15:14) And it's funny when, you know, one of the guys pitches the group a deal. We all kind of have this joke. it, if it feels emotional to the person, we always poke at that. We always bring that up. Are you emotionally attached to this deal? Like, are you okay walking away? ⁓ because you don't want to get your, like money is very emotional thing. And if you're not honest about it, when you're evaluating, ⁓ it's a good way to get.   Jason Hull (15:30) Hmm.   Ryan Cadwell, CPM (15:43) you know, to get into that.   Jason Hull (15:44) So, so Ryan, what I'm hearing is like when you talk about habits, it sounds like you've got like some rules, some guidelines that you sort of have learned to follow when it comes to these to make sure this works. And one of these is, you know, reason over emotion is like, like making sure you're not making this, you know, taking a step back and questioning yourself. Am I emotionally too attached to this and why and.   Ryan Cadwell, CPM (15:55) Mm-hmm.   Jason Hull (16:12) I I think at the end of the day, every decision we make at some point connects to something that connects to emotion, right? Like why do you have investment properties? Well, I want to take care of my family. Cool. Well, you want to take care of family because I want to feel like a good provider. OK. And what is that? Why is it important to be a good provider? Because I want to feel like I'm doing good in the world, like I'm doing the right thing. So you want to feel good, you know?   Ryan Cadwell, CPM (16:20) Right. Agreed.   Yep. Yep.   Jason Hull (16:40) So ultimately   it always boils down to this feeling. We just got to make sure that we recognize the feeling because sometimes there's a totally different path to get to that feeling than having that rental property, for example.   Ryan Cadwell, CPM (16:51) 100%. And I think that right there is probably the number one thing to always remember. It doesn't have to be a rental property to accomplish the same goal. ⁓   Jason Hull (17:01) Okay.   Right.   Yeah. So maybe just working it backwards to figure out, why do I think I want these investments? Well, I want to invest. Why do I want to invest? I want more money. Why do you think this is the best vehicle? So if we just question our assumptions all the way down, we'll eventually probably connect to some sort of feeling. Can I get this feeling another way? Can I invest another way? Is this the best vehicle for me to get what I'm trying to achieve? And sometimes it might be yes. Sometimes it might be no.   Ryan Cadwell, CPM (17:33) And there's ways to diversify your portfolio with REIT stocks. Those are attached to the real estate market. have those diversify your portfolio too. Now I'm not licensed to sell those. So I'm not giving advice. I'm just saying there are.   Jason Hull (17:48) Explain for   newbie investors what restocks are.   Ryan Cadwell, CPM (17:52) REIT stocks are ⁓ a REIT is a real estate investment trust. it is REIT stocks. Yeah. R-E-I-T. REIT stocks. Nope. Just REIT stocks. Just a different way for you to invest. It's more cash cash in and out because it's a stock you can   Jason Hull (17:58) you said re-stocks. Okay. Okay. I thought you were making something totally new called re-stocks, like re-stocking a shelf. So was like, ⁓ well tell me about this.   Ryan Cadwell, CPM (18:20) If the market's open, you can trade it, put your money in, get your money back out. It's not like sitting on a rental house or a rental apartment complex and you've got to wait on the market to show up. And then if you've got to sell fast, you got to take a bath. ⁓ All that happens within the entity, but yeah.   Jason Hull (18:23) Yeah.   you   Mm-hmm.   Got it. What are some other habits or rules you think are important in these scenarios to follow?   Ryan Cadwell, CPM (18:49) ⁓ I think it's truly understand like starting from a place of really understanding your financial position. I mean, how much, what's your, you know, what's your tax percentage? I've, I've, I've asked some people, they don't, they don't actually know. If you don't know how much, if you don't, you know, how much you're paying annually in taxes, then it makes it harder to plan if you're going to sell and whether to do a 10 31 exchange for instance, or.   Jason Hull (19:17) Yeah.   Ryan Cadwell, CPM (19:18) whether to take the, you know, take the gain. Everybody would normally say, oh, you don't, you never want to pay the government. That's not always true. You got to run the numbers. Sometimes, sometimes if you sell, like for instance, when the market was super hot and 22, I would have told you, probably need to really reconsider at 1031, cause you might be buying peak of the market and you're going to lose way more money than you're, what you would have paid in a, in a game.   Jason Hull (19:43) and you can make.   Yeah.   Ryan Cadwell, CPM (19:47) So if you don't know your true financial position, like what is your opportunity cost? If you were to take the same cash you're going to put down and you're going to put it into, whether it's savings, bonds, other investment vehicles, what is your average return on that money? And knowing those numbers, just in knowing them, and then when you look at your next investment, it starts to change the way you think about it because now it's...   Jason Hull (20:03) Yeah.   Ryan Cadwell, CPM (20:17) Not necessarily am I getting into real estate, you know, am I getting into real estate for the right reason to accomplish the right goal? Because at the end of the day, I think everybody wants real estate for the same reason, and that's to create the biggest pile of money.   Jason Hull (20:33) Do you think, so you got to understand your financial position. Sometimes people see somebody else doing something investment wise, their friends doing it. They're like, maybe I should do it. But what makes sense for them might not make sense for you because your tax situation is different. Your tax liabilities are different. Your like the cash on hand is different. Your long-term goals might be different, right? Maybe they're at a completely different place than where you're at financially.   and you're trying to play like the big boy, but maybe you're not there yet, right? And ⁓ there's also the factor, though, of you're talking about all these different investments. What do you think about the phrase people say, invest in what you know?   Ryan Cadwell, CPM (21:16) I mean, I preach that all the time. If you don't know it, the only real way to get into it is to partner with somebody who does, ⁓ who knows it really well. ⁓ that usually means they've lost money in it in some way. ⁓   Jason Hull (21:37) Yeah, they've made some mistakes so you don't have to. Okay.   Ryan Cadwell, CPM (21:47) So partner with somebody who does or I mean, the easiest example for me has always been something like Apple. Like, I think Warren Buffett and Charlie Munger taught the same thing. Like if you, if you already like something, you're going to naturally know, you're probably going to naturally know market cycles without realizing it. I mean, Apple's easy for me because they have their thing in September, they launch and sell all their new products in October and then   As long as all that goes well, they usually have a price increase December, January. So if you want to go in and out of Apple, that's typically a pretty good up and down. Everything in real estate is very similar. If you like houses and you want to flip or you like hospitality and houses, that's Airbnb. There are things that are going to be where you're not.   working as much or things you're naturally retaining information about the market. There's a lot of advantages right now for investors that know their local market and know where there's value. Cause some of the big boys are getting out of stuff that they can't run spreadsheets on from New York, California, Florida, wherever they're based. And you're sitting there in the local market. You see what's going on. There's advantages to   Jason Hull (22:56) Mm-hmm.   Ryan Cadwell, CPM (23:13) to pull in the trigger on stuff because you're in that market. that is a big thing right now for investors to see value that other people can't because a lot of the value that was clearly visible, it gets bought up by the people with cheaper money. I mean, to be honest.   Jason Hull (23:36) Got it. Okay. Well, Ryan, sounds like you've made a few mistakes yourself over the years. You've learned some things. You have a lot of knowledge regarding this. you coming and sharing here on the DoorGrowth show. How can people maybe get in touch with you if they're curious or want to learn a little more? maybe you could tell everyone just a little bit about your business.   Ryan Cadwell, CPM (23:43) Yeah, yeah   Sure, check us out online, resoluteRDM.com or look me up on LinkedIn. We're also on Facebook, TikTok. ⁓ We put out videos all the time trying to help everybody. So look us up there. ⁓ And then if you're interested in different ⁓ investment types, different products, you can reach out to us too. We have developments going on. do have... ⁓   We do have a big duplex development happening right now that people can get involved into.   Jason Hull (24:36) Cool, awesome. Ryan, thanks for coming and hanging out with us here on the DoorGrowth show.   Ryan Cadwell, CPM (24:41) Thank you, Jason, for having me.   Jason Hull (24:43) Awesome. OK, so for those of you that maybe you're struggling in your property management business, you know, reach out to us. You can check us out at door grow dot com and for free training on how to get unlimited leads for free text the words the word leads to five one two six four eight four six zero eight. Also be sure to join our free Facebook community just for property management business owners.   by going to door grow club dot com. And if you want tips, tricks, ideas to learn about our offers or any of that about door, go subscribe to our newsletter by going to door grow dot com slash subscribe. And if you found this episode even a little bit helpful, don't forget to subscribe and leave us a review. We'd really appreciate it. Until next time. Remember, the slowest path to growth is to do it alone. So let's grow together. Bye, everyone.

Michael Feldman is the former CEO and Co-Founder of Choice New York Companies, a group of firms providing property management, building staffing, and brokerage services to medium and large residential buildings across New York City. He built the company from zero revenue to roughly $27M in revenue and $5.1M in EBITDA before selling the business to Associa Corp. in 2021. Today, Michael remains active in the real estate industry as a real estate and tech investor and advisor, bringing decades of operational experience building and scaling service platforms in the New York multifamily market and beyond.(01:17) - From Hollywood to New York Real Estate(03:35) - How PM Models Evolved(04:50) - Decision to Exit in 2021(05:59) - Why Few New Entrants & Barriers to Entry(09:49) - AI Use Cases in Property Management(12:00) - Feature: Blueprint: The Future of Real Estate 2026 in Vegas on Sep. 22-24(12:51) - 'War' Stories(16:05) - M&A & Industry Consolidation(20:51) - Collaboration Superpower: Winston Churchill

In this episode, Becky and Melissa spotlight one of the most underrated gems in the proposal world: Adobe Share for Review—the live-PDF reviewing tool that keeps your team organized without derailing your sanity. Between enthusiastic SFR praise and some truly premium BlueBeam shade (sorry to all you BlueBeam lovers out there; but fear not, you will be represented on the pod soon), the duo walks through how this simple tool can turn a chaotic review process into organized bliss. Think tidy comment panels, @ mentions that actually work, and the sheer joy of resolving a markup with one satisfying click.They also share their best hot tips, workflow hacks, and wise advice for helping even the most hesitant reviewers embrace the magic of SFR. Tune in to see how SFR can make your reviews collaborative, efficient, and—most importantly—painless.   

“The most curious person in multifamily,” Moshe Crane is the VP of Branding and Strategic Initiatives at Sage Ventures, a Maryland-based real estate investment and management firm focused on multifamily and other asset acquisitions and development in the Baltimore-Washington corridor. The company manages more than $1B in assets and over 4,000 apartment units while developing and selling new homes. Moshe also hosts the Curious Wire podcast and writes the Curious Deal newsletter, where he breaks down multifamily deals, careers, and industry trends while exploring how operators build, finance, and scale real estate businesses.(01:45) - Moshe's Real Estate Path(02:32) - Deals Returning to the Market(06:05) - Sage Ventures' Market Focus(07:27) - Defining Great Operators(08:27) - The Third-Party Talent Crunch(10:17) - Systems Beat Stars(12:36) - The Sage Operations Playbook(15:47) - Fraud Screening Tools(19:01) - The Roving Team Mindset(21:05) - Moshe's Role(23:56) - Feature: CREtech New York Oct. 20–21 (25:52) - The Accidental Self-Storage Win(26:41) - Office-to-Storage Conversions(28:21) - A Scrappy Deal Mix(28:58) - Low-Basis Development Opportunities(29:46) - Pitching Flexibility to LPs(30:26) - No Gurus, Just Operators(33:58) - Discipline Over Vertical Integration(36:19) - PropTech Ecosystem Shifts(39:38) - Proptech Adoption(44:42) - Motivation, Curiosity & Faith(49:31) - Collaboration Superpower: Bill Walsh

Shahar Goldboim is the Founder and CEO of Boom, an AI-enabled property management platform for short-term rental portfolios built by operators. Shahar is an entrepreneur and builder, and he launched Boom with his two sibblings after identifying real-world operational pain points inside a large South Florida property management company as it scaled. Under his leadership, Boom delivers comprehensive software that simplifies workflows, increases revenue, and reduces costs for property managers.(02:15) - Why Short-Term Rentals Are the Hardest Asset Class(02:44) - Fragmentation and the Review-Driven Revenue Trap(04:13) - The Spark: A Miami Airbnb Experiment(05:30) - From Airbnb Host to Property Manager(07:31) - Software Fragmentation in STR Ops(07:55) - From SaaS to Baas (Business-as-Software)(09:09) - Boom, the AI PMS(12:47) - Enabling Proactive Ops(13:51) - The $12M+ Fundraise(14:47) - Winning Investors with Hospitality & Tech Credibility(16:53) - Feature: Blueprint Vegas 2026(17:46) - STR Market Context and the Vacasa Lesson(21:03) - Replacing Point Solutions(23:47) - ROI, AI Moats, Future of STR Ops(32:06) - Collaboration Superpower: Tony Robbins (Wiki)