Groundbreakers

Episode SummaryIn this episode of Groundbreakers, we’re joined by Sterling Anderson, Founder and CEO of Aria Residential Group, a real estate investment and development firm focused on build-to-rent communities, multifamily acquisitions, and luxury residential projects.Sterling’s journey into real estate began after leaving his job at a bank in 2013 and deciding to pursue investing full time. Starting with wholesaling and fix-and-flip projects, he gradually expanded into multifamily and development, learning how to raise capital, structure partnerships, and scale into larger projects across markets like Dallas, Houston, Atlanta, and Omaha. In this conversation, Sterling shares how he built his firm step by step, the lessons he learned from early deals, and why capital raising, underwriting discipline, and transparency with investors are the foundations of long term success in real estate.Key Topics DiscussedSterling’s journey from banking to full-time real estate investingHow wholesaling and fix-and-flips helped build early deal experienceThe importance of mastering underwriting before scaling into multifamilyWhy capital raising is one of the most important skills in real estateThe growing opportunity in build-to-rent communitiesHow partnerships unlock larger deals and new marketsWhy This Matters for GPs and InvestorsSterling offers a practical perspective on scaling a real estate business in today’s market. From building relationships with investors to verifying underwriting assumptions and structuring strong partnerships, his approach highlights the systems and discipline required to grow from small deals into larger developments.For sponsors raising capital or investors exploring build-to-rent and multifamily opportunities, this episode provides a clear look at how experienced operators think about growth, risk, and long-term strategy.Guest InformationName: Sterling AndersonCompany: Aria Residential GroupLinkedInConclusionSterling’s story is a reminder that most real estate careers do not start with large developments. They begin with small deals, learning the fundamentals, and gradually building the skills and relationships required to scale.If you are building a real estate investment business or looking to understand the future of build-to-rent and multifamily investing, this episode is packed with insights worth listening to.

Episode SummaryIn this episode of Groundbreakers, we’re joined by Jordan McNeely, founder of Grace Capital Partners, a multifamily investment firm focused on disciplined underwriting and protecting investor capital.Before entering real estate, Jordan spent more than a decade working in the nuclear energy industry as an engineer responsible for the design and operation of commercial nuclear power plants. In an environment where mistakes are not tolerated and safety systems are built around worst case scenarios, he developed a mindset that now shapes how he approaches real estate investing.Rather than chasing aggressive projections, Jordan focuses on downside protection, strong fundamentals, and assets that work from day one.In this conversation, Jordan shares how his engineering background informs his investment philosophy, how he evaluates risk in real estate deals, and why protecting investor capital is the foundation of long term success.Key Topics DiscussedHow a career in nuclear engineering shaped Jordan’s investing philosophyWhy underwriting discipline matters more than optimistic projectionsThe importance of day one cash flow in uncertain marketsHow to structure deals that prioritize capital preservationWhat busy professionals look for when investing passively in real estateThe parallels between safety engineering and real estate risk managementWhy This Matters for GPs and InvestorsJordan offers a unique perspective on risk management that many sponsors overlook. His approach focuses less on chasing upside and more on building deals that can survive when assumptions change.For syndicators raising capital and investors allocating to private deals, the conversation highlights why disciplined underwriting and downside protection are often the difference between a good deal and a great one.Guest InformationName: Jordan McNeelyCompany: Grace Capital PartnersConclusionReal estate investing often rewards optimism. Jordan’s story is a reminder that the best operators think like engineers. They assume things can go wrong and build systems designed to withstand it.If you are a sponsor raising capital or an investor evaluating deals, this episode will give you a fresh perspective on risk, discipline, and long term wealth creation through real estate.

Episode SummaryIn this episode of Groundbreakers, we’re joined by Mustafa Ladha, Co Founder of Realty Mercato, Senior Vice President of Investor Relations at Veloci Capital, and the mind behind MyFin Journey, a financial education platform focused on helping people build long term wealth with intention.Mustafa’s path into real estate was anything but traditional. After studying genetics and attending medical school, he pivoted into pharma, built and exited ecommerce businesses, and eventually went all in on real estate. Within a month of leaving his corporate role, he generated more income than his entire annual salary. Since then, he has helped deploy over $40M in investor capital, much of it raised through relationship driven channels like WhatsApp.We dive into how he built trust at scale, how he thinks about aligning investment strategy with investor psychology, and why capital raising is less about pitching deals and more about solving real problems.Key Topics DiscussedWhy optimizing for learning beats optimizing for salaryThe psychology behind raising capital and building trustHow to identify investor pain points before offering a dealDifferences between ground up, value add, and debt strategiesRaising capital through relationships instead of paid funnelsSharia compliant investing and structuring all cash real estate strategiesBuilding a financial education platform alongside an investment businessWhy This Matters for GPs and InvestorsMustafa reframes capital raising as a trust building exercise, not a marketing game. Instead of chasing anyone with a checkbook, he focuses on understanding what investors actually want. Cash flow, tax efficiency, growth, or preservation.For GPs raising $1M to $10M deals, this episode is a reminder that the real asset is not the property. It is the investor relationship. When you meet people where they are and speak their language, capital compounds just like returns.Guest InformationName: Mustafa LadhaCompanies: Realty Mercato, Veloci Capital, MyFin JourneyLinkedIn: Mustafa LadhaConclusionThis conversation goes beyond real estate tactics. It is about mindset, trust, and long term relationship building. Mustafa’s journey proves that scaling capital is less about flashy funnels and more about consistent value, genuine conversations, and playing the long game.If you are building an investor base or thinking about how to grow beyond your immediate network, this episode is worth your time.

Episode SummaryIn this episode of Groundbreakers, we’re joined by Jake Gallagher, Founder and CEO of V2 Markets, a venture secondary platform helping accredited investors access late-stage private tech companies before they go public.Jake breaks down how secondary transactions actually work, why IPO timelines have stretched from under 10 years to 14 to 15 years on average, and how that delay has created a rapidly growing liquidity market for founders, employees, and early investors. What used to be a niche corner of finance has evolved into a $200B+ annual market.We also unpack the mechanics behind these deals. From due diligence challenges to pricing mismatches and company approval hurdles, Jake shares what really determines whether a secondary transaction closes.Key Topics DiscussedThe difference between primary capital raises and secondary liquidityWhy companies are staying private longerHow discounts to prior valuations can create opportunityThe three biggest blockers in venture secondary dealsHow layered SPV fees quietly erode investor returnsWhy V2 Markets only makes money if investors doWhy This Matters for GPs and InvestorsPrivate markets are no longer reserved for institutions. But access alone is not enough. Structure, alignment, and discipline matter more than ever.For capital raisers, this episode offers insight into how liquidity shapes cap tables and investor expectations. For accredited investors, it provides a clear lens into how to evaluate secondary opportunities, fee structures, and downside risk before chasing headline companies.Guest InformationName: Jake GallagherCompany: V2 MarketsWebsite: v2markets.comConclusionVenture secondaries are reshaping how capital flows in private markets. As IPOs get delayed and private companies mature before going public, the secondary market is becoming a critical bridge between early ownership and eventual exit.If you want to better understand how liquidity works behind the scenes in late-stage tech, this episode is a must-listen.

Episode SummaryIn this episode of Groundbreakers, we’re joined by RJ Fishman, Chief Strategy Officer at Artanis Capital, a firm operating at the intersection of real estate, government infrastructure, and housing resilience.What started as a focus on manufactured and modular housing evolved into something much bigger. After the LA fires and Hurricane Helene, Artanis began building a privatized, asset-based alternative to FEMA’s traditional disaster housing model. Their goal? Turn emergency housing from a recurring expense into a scalable, redeployable real estate asset.RJ breaks down how modular steel-frame construction, public-private partnerships, and a “Beyond FEMA” vision could reshape how America responds to disasters and tackles affordability.Key Topics DiscussedThe difference between manufactured, modular, and stick-built housingWhy FEMA’s current housing model creates long-term liabilitiesHow redeployable steel-frame homes can reduce disaster housing costsThe concept of “emergency communities” built in 120 daysIndustry-driven housing for nuclear, AI, and manufacturing projectsWhy public-private partnerships may define the next decade of real estateWhy This Matters for GPs and InvestorsRJ challenges the traditional mindset around real estate as a static asset. Instead, he frames housing as infrastructure that can be built, redeployed, and integrated into larger economic and disaster recovery systems.If you’re a sponsor thinking about modular construction, workforce housing, public-private deals, or simply how to position your firm in a changing regulatory and political landscape, this episode will expand how you think about opportunity.Guest InformationName: RJ FishmanCompany: Artanis CapitalWebsite: artaniscap.comConclusionThis conversation goes far beyond one deal or one asset class. It is about rethinking housing as a long-term system problem and asking whether private operators can build faster, cheaper, and more sustainably than the legacy model.If you care about the future of housing, infrastructure, or large-scale real estate innovation, this one is worth a listen.

Episode SummaryIn this episode of Groundbreakers, we’re joined by Greg Guido and DJ Van Keuren, Co Managing Members of Evergreen Property Partners, for a deep, operator level conversation on development, execution risk, and why modular housing has become the foundation of their strategy.Greg and DJ break down why traditional multifamily development often fails after the raise, not in underwriting, and how Evergreen flipped the model by controlling construction, timelines, and costs through modular manufacturing. Instead of relying on cap rate compression or optimistic assumptions, they focus on building durable workforce housing with real margins of safety.This episode is especially relevant for sponsors raising capital today and investors evaluating development risk in an uncertain market.Key Points DiscussedWhy most development risk lives in execution, not the pro formaHow Evergreen builds to a 10 cap instead of buying at a 5The real advantages and constraints of modular constructionWhy speed, control, and repeatability matter more than upside storiesHow owning the manufacturing process changes investor outcomesWhat LPs are prioritizing when evaluating ground up deals todayGuest InformationNames: Greg Guido and DJ Van KeurenTitles: Co-Managing MembersCompany: Evergreen Property PartnersLinkedIn: Greg Guido, DJ Van KeurenConclusionGreg and DJ offer a rare inside look at what it takes to scale development responsibly. Their approach reframes modular housing from a niche concept into a powerful tool for risk management, capital efficiency, and long term value creation. Whether you are a GP building ground up deals or an investor assessing construction risk, this episode delivers practical insights you can apply immediately.

Episode SummaryIn this episode of Groundbreakers, we’re joined by Greg Talcott, Managing Director at Rastegar Capital, for a deep dive into development risk, execution, and why modular housing has become a core part of their strategy.Greg breaks down how Rastegar thinks about development differently. Not as a speculative bet, but as an engineering problem. We talk through why traditional ground-up projects fail, where most GPs underestimate risk, and how modular construction can compress timelines, reduce cost overruns, and create more predictable outcomes for investors.This conversation is especially relevant for sponsors raising capital in today’s environment, where LPs care less about flashy narratives and more about certainty, control, and clean execution.Key Points DiscussedWhy most development deals break during execution, not underwritingHow modular construction reduces labor, weather, and timeline riskThe tradeoffs and real constraints of modular housingHow shorter build cycles change capital efficiency and investor confidenceWhat LPs actually want to hear when evaluating development deals todayGuest InformationName: Greg TalcottTitle: Managing DirectorCompany: Rastegar CapitalLinkedIn: Greg TalcottConclusionGreg’s perspective reframes modular housing from a niche concept into a practical risk management tool. If you are a GP navigating development in a volatile market or an investor evaluating construction risk, this episode offers a clear, grounded framework for thinking about execution and predictability.

Episode SummaryIn this episode of Groundbreakers, we’re joined by Chris Lawrence, CEO of OFL Group, a real estate development company reshaping urban environments through data-driven, human-centered design.Chris is a registered architect turned developer who has spent over a decade revitalizing downtown districts through mixed-use, multifamily, retail, and hospitality projects. Rather than chasing speculative returns, his approach starts with deep market research, conservative underwriting, and designing places people actually want to live in.Chris walks us through how he transitioned from architecture into development, why he spent a full year on data analysis before breaking ground on his first major project, and how that discipline helped him lease luxury units in markets with no direct comps.Key Points DiscussedFrom Architect to Developer: How Chris made the leap from designing buildings to leading nearly $200M in development projects.Data Over Gut Instinct: Why he believes confidence comes from research, not hype, and how data shaped every major decision early on.Design as a Financial Lever: How thoughtful design choices directly impact rents, lease-up speed, and long-term asset value.Pessimistic Underwriting Wins: Why conservative assumptions protect investors and create upside instead of disappointment.Working With Cities: How long-term trust with municipalities unlocked incentives and a landmark RFP opportunity.Raising Capital for Ground-Up Deals: What it really takes to earn investor trust when developing from scratch in today’s market.Guest InformationName: Chris LawrenceCompany: OFL GroupRole: CEOConnect: LinkedInConclusionChris’s story is a masterclass in patience, discipline, and building real estate that lasts. Whether you are a syndicator exploring development, raising capital for complex projects, or refining your underwriting philosophy, this episode offers practical insights you can apply immediately.

Episode SummaryIn this episode of Groundbreakers, we sit down with Jinil Patel, Founder of Rising Capital, to unpack one of the most aggressive real estate scaling stories we’ve featured on the show.With just one single-family rental under his belt, Jinil took a leap most investors only talk about and acquired a 48-unit apartment complex as a solo GP. From there, he didn’t slow down. Within months, he closed a second deal, then locked up a 260-unit acquisition with over $3M of built-in equity.Jinil shares what it really takes to raise seven figures from friends, family, and extended networks, why capital raising is a pure numbers game, and the hard lessons he learned doing his first deals without partners while balancing family, a newborn, and operating franchise businesses.Key Points DiscussedMaking the Jump to Multifamily: Why Jinil stopped chasing single-family scale and committed fully to apartments, even before he felt ready.Raising $1.2M Without a Big Brand: How he spoke with 100–150 investors, had multiple conversations per person, and stayed motivated through rejection.Trial by Fire as a Solo GP: The stress, mistakes, and lessons from taking down a 48-unit deal alone and why he will never do that again.Speed Through Systems: What changed between his first deal that took nine months to close and his second that closed in 90 days.Conservative Underwriting Wins Trust: Why Jinil targets realistic returns, avoids overpromising, and prioritizes downside protection over flashy projections.Work Ethic Over Balance: His honest take on work-life balance, late-night investor calls, and what success really requires early on.Guest InformationName: Jinil PatelCompany: Rising CapitalRole: FounderConnect: LinkedInConclusionJinil’s journey is a real-world example of what happens when preparation meets relentless execution. If you’re a syndicator trying to raise your first million, debating whether to go bigger, or navigating the stress of early deals, this episode is packed with lessons you can apply immediately.

Episode SummaryIn this episode of Groundbreakers, we’re joined by Jake Heller, Co-Founder of AI for CRE Collective. Jake is a third-generation real estate operator who works at the intersection of development, underwriting, and applied artificial intelligence.While most conversations around AI in commercial real estate focus on hype, Jake brings the discussion back to reality. This episode breaks down how top operators are actually using AI today to save time, improve decision making, and scale operations without rebuilding their entire tech stack.Rather than chasing shiny tools, Jake explains why the biggest gains come from automating the unglamorous but essential workflows that every GP deals with.Key Points DiscussedAI vs Execution: Why most CRE professionals experiment with AI but never fully implement it.High ROI Use Cases: The specific workflows where AI delivers immediate value, including underwriting, deal screening, and admin work.Avoiding the Hype Trap: Why flashy agents and custom tools are rarely the best place to start.Operator First Mindset: How experienced GPs think about AI as leverage, not replacement.Getting Started Simply: Practical steps for sponsors who feel overwhelmed by the pace of AI innovation.Guest InformationName: Jake HellerTitle: Co-FounderWebsite: AI for CRE CollectiveLinkedIn: Jake HellerConclusionJake’s perspective cuts through the noise around AI in commercial real estate. The edge right now is not access to tools, it is execution. For any GP looking to reclaim time, improve consistency, and scale intelligently, this episode offers a grounded and actionable roadmap.

Episode SummaryIn this episode of Groundbreakers, we’re joined by Anthony Carlton, Founder and CEO of CRE Digital. Anthony works with real estate sponsors across multifamily, industrial, and commercial assets who are trying to raise capital beyond friends and family but keep running into the same problem. No one knows who they are.Anthony shares how he went from finance and private equity into building a growth and branding firm focused exclusively on commercial real estate. Along the way, he saw a clear pattern. Strong operators with solid deals were losing attention and capital to sponsors who simply understood distribution better.This conversation breaks down why brand and trust have become the true bottlenecks in modern capital raising, especially in a market where LPs have more options and more skepticism than ever.Key Points DiscussedWhen to Build a Brand: Why most GPs wait too long to start building visibility and trust.Brand vs Marketing: The difference between posting content and actually earning LP confidence.LinkedIn as a Trust Engine: Why LinkedIn has become the primary platform for long term investor relationships.Capital Is the Constraint: Why deals are no longer the limiting factor for most sponsors.Common Mistakes: The shortcuts sponsors take that quietly damage credibility.What Actually Converts LPs: How consistent, thoughtful content compounds trust over time.Guest InformationName: Anthony CarltonCompany: CRE DigitalWebsite: credigital.coLinkedIn: Anthony CarltonConclusionAnthony’s perspective reframes how sponsors should think about growth. In a crowded market, capital flows to operators LPs already trust. Brand is no longer optional. It is infrastructure. This episode is a must listen for any syndicator looking to scale capital raising in a durable way.

Episode SummaryIn this episode of Groundbreakers, we’re joined by Hayato Hori, Managing Partner of Red Brick Equity. Hayato’s journey into real estate began in college, where he bought his first rental property from his roommate. What started as a single $70K rental quickly turned into a deeper realization about scale, compounding, and the long term power of multifamily investing. Before launching Red Brick Equity, Hayato built a high volume wholesaling business, sourcing and selling hundreds of off market single family and multifamily deals to both retail investors and large institutions. That experience gave him a rare inside look at how institutional capital underwrites deals, how markets behave when conditions change, and why transaction heavy businesses eventually hit a ceiling. Today, Hayato focuses on acquiring older, no elevator multifamily buildings in Chicago and other Midwest markets where supply is constrained and affordability remains critical. His strategy prioritizes conservative underwriting, strong reserves, and predictable cash flow over chasing growth driven hype.Key Points DiscussedStarting in College: How Hayato’s first rental property shaped his conviction in real estate as a long term wealth vehicle.Inside Institutional Buying: What he learned selling deals to large funds and how that changed his investing philosophy.Why Multifamily Scales Better: The operational and financial advantages of multifamily versus single family portfolios.Market Selection Matters: Why oversupply has hurt parts of the Sunbelt and why Chicago remains resilient.From Churn to Compounding: The moment Hayato realized wholesaling generated income but not durable wealth.Conservative Underwriting: Why strong reserves and realistic assumptions matter more than aggressive projections.Raising Capital with Trust: How transparency and education help first time fund managers earn investor confidence.Guest InformationName: Hayato HoriTitle: Managing PartnerCompany: Red Brick EquityWebsite: redbrickequity.comConclusionHayato’s story highlights the power of disciplined investing in overlooked markets. By focusing on fundamentals instead of hype, he is building a multifamily platform designed for durability, affordability, and long term compounding. This episode offers practical insight for syndicators raising capital and thinking critically about where to deploy it next.

Episode SummaryIn this episode of Groundbreakers, we sit down with Nolan Ausan, cofounder of Rovo Industries Group. Nolan blends three worlds that rarely overlap — construction, manufacturing automation, and tech — to build a modular housing system designed to cut construction timelines in half and make development more efficient for builders across the country. Nolan shares how he grew up as a third generation carpenter, spent a decade scaling tech companies, and eventually returned to real estate with a simple realization. If we can build cars in a factory with speed, precision and automation, why are buildings still made outdoors, one piece at a time?Rovo is building a first-of-its-kind facility in Colorado that uses robotics, a digital design engine, AI driven permitting tools, and a flexible modular system that adapts to each developer’s project. Their goal is to streamline everything from feasibility to fabrication to onsite installation, while shipping components nationwide by rail. Key Points DiscussedA Multi-Industry Background: How Nolan’s experience in carpentry, aerospace manufacturing and IT shaped the foundation of Rovo.Why Modular Has Struggled: The bottlenecks that caused past modular companies to fail — and how Rovo designed around them.A Flexible Building System: Why Rovo offers panelized walls, pods, or full modular units depending on each project’s location, scale and logistics.AI in Development: How their platform uses AI to interpret local codebooks, flag restrictions and coordinate inspections.Massive Time Savings: Why developers can save six to twelve months on build to rent projects by shifting work offsite.Shipping Nationwide: The role of rail access in distributing modular housing at scale.The Founder Journey: Nolan’s reflections on perseverance, loneliness and staying solution oriented while building a company from the ground up.Guest InformationName: Nolan AusanCompany: Rovo Industries GroupLinkedIn: Nolan AusanConclusionNolan’s story is a look into the future of development. His work shows how modular construction, robotics and AI can create faster, cleaner and more affordable housing at scale. If you want to understand the next wave of innovation in real estate, this episode is worth the listen.

Episode SummaryIn this episode of Groundbreakers, we sit down with Emanuel Stafilidis, founder of Capable Capital, who has quietly built a 200 property portfolio by doing something most investors never even consider. Instead of chasing value add rentals or the Burr method, Emanuel buys low priced homes in landlord friendly markets, then resells them through long term seller financing to working families who cannot get traditional loans. His model creates steady income for investors while helping families become homeowners. Emanuel breaks down the mechanics behind his strategy. He explains how buying homes for about 50K cash and selling them for roughly three times that number is possible when you structure payments around local rent levels. He also shares why banks refuse to lend under 100K, how that gap creates massive demand, and why his default rate mirrors Fannie Mae and Freddie Mac. Key Points DiscussedThe origins of Emanuel’s strategy and how his family’s real estate roots in Australia shaped his approachHow seller financing creates 12 to 14 percent returns for investors while giving buyers a path to ownershipWhy homes under 100K are one of the most overlooked asset classes in real estateThe math behind forcing 3x appreciation without doing renovationsHow Emanuel finds multiple buyers for every home by building deep local demandThe real risks of the model, including defaults, evictions, and state by state regulationsWhy Emanuel believes partnering and staying open minded are essential for new investorsGuest InformationName: Emanuel StafilidisCompany: Capable CapitalWebsite: CapableCapital.netLinkedIn: Emanuel StafilidisConclusionEmanuel’s story shows what happens when you stop following the crowd and build a strategy around gaps the market ignores. If you want to understand creative finance at scale and how real estate investing can also expand access to homeownership, this conversation is a must listen.

Episode SummaryIn this episode of Groundbreakers, we’re joined by Jarom and Justin Pratt, the father-son duo behind EagleCap Legacy Wealth Partners. Their story starts in high school, where Jarom was flipping houses before he could vote—backed by his dad as the first investor. What began as a side hustle turned into a full-time partnership focused on multifamily real estate, legacy building, and investor trust.They open up about the lessons they learned from early flips, the challenges of managing construction-heavy value-add deals, and how their complementary skill sets—Jarom in acquisitions and operations, Justin in capital raising—give them an edge.Key Points DiscussedStarting Young: Jarom’s real estate journey began at 16, flipping distressed homes while learning construction hands-on.Trust and Teamwork: Justin shares how he decided to back his son financially and emotionally, leading to a powerful business partnership.The First Syndication: Their first deal was a distressed 17-unit property. They break down how they raised capital, structured the deal, and got it over the finish line.Why They’re Betting on Legacy: EagleCap isn’t just about returns. It’s about building generational wealth and helping other families do the same.Guest InformationNames: Jarom Pratt & Justin PrattCompany: EagleCap Legacy Wealth PartnersWebsiteLinkedIn: Jarom Pratt, Justin PrattConclusionJarom and Justin’s story is a testament to what’s possible when trust, grit, and long-term vision align. Whether you’re just getting started or looking to bring family into the business, their journey offers inspiration and tactical insight for every syndicator.Let me know if you want a shortened version for Apple Podcasts or Instagram blurbs.

Episode SummaryIn this episode of Groundbreakers, Shannon Robnett, founder of Shannon Robnett Industries, shares how he went from building police stations and firehouses to managing over $150 million in real estate assets across multifamily and industrial deals.With over 30 years in commercial construction and development, Shannon breaks down his transition from being fully funded by a single family office to raising $75 million from everyday investors, wealth advisors, and RIAs.He also explains why industrial triple net leases are the most overlooked long-term wealth strategy, and how communication—not projections—drives investor trust and repeat capital.Key Points DiscussedFrom Builder to Syndicator: Shannon started in the trades, building everything from schools to medical offices. When a family office stopped funding his deals, he had to learn how to syndicate capital fast—or lose it all.Lessons from the First $1.4M Raise: Even with decades of experience, raising retail capital required a mindset shift. Shannon explains how long it took, the missteps he made, and how he finally broke through.The Power of Triple Net Industrial: Shannon’s family retired off industrial cash flow. He breaks down why NNN leases are so resilient, why Class A tenants matter, and why industrial tenants don’t move for a $400 rent delta.Why Smaller is Harder: It takes the same steps to buy a single-family home as a 100-unit apartment complex. Shannon urges new investors to aim bigger and partner up to scale faster.How to Win with LPs: Shannon shares why overcommunication matters, why he publishes multiple newsletters each month, and how real trust is built in between deals.Guest InformationName: Shannon RobnettRole: Founder of Shannon Robnett IndustriesWebsiteLinkedInConclusionShannon Robnett’s journey shows what happens when a second-generation developer combines boots-on-the-ground experience with long-term vision and tax-savvy syndication strategy. His story is a masterclass in resilience, relationship building, and real estate at scale.

Episode SummaryIn this episode of Groundbreakers, Thomas St. John, founder of North Corp Capital and a full-time firefighter, shares how he built a 300-unit multifamily portfolio from the ground up while serving his community. Starting with single-family rentals in 2006, Thomas’s journey is a testament to grit, discipline, and learning through experience.He opens up about the creative financing methods that helped him buy properties during the 2008 crash, the hard lessons from losing six figures in a bad deal, and how those challenges shaped his mission to protect investors and build a platform rooted in transparency and trust.Key Points DiscussedFrom Firefighter to Founder: Thomas shares how his entrepreneurial drive led him from shift work at the firehouse to managing a multimillion-dollar real estate portfolio—and why it took nine years to buy his first multifamily property.Creative Financing in the 2008 Crash: When banks stopped lending, Thomas got creative—using credit cards, hard money, and even crowdfunding platforms like Lending Club to keep growing his portfolio through the downturn.Lessons from a Six-Figure Loss: After losing a major investment with an underperforming GP, Thomas launched North Corp Capital to raise capital responsibly and vet sponsors with the same diligence he brings to his own deals.Due Diligence and Discipline: Thomas breaks down his process for evaluating deals, from stress-testing pro formas to flying out and walking every property in person. His rule of thumb: “I have to be okay selling it tomorrow—or holding it forever.”Building a Fund of Funds: Through North Corp Capital, Thomas helps everyday investors access top-tier multifamily deals with lower minimums via SPV structures, allowing them to benefit from institutional-quality opportunities.Guest InformationName: Thomas St. JohnRole: Founder at Northcorp CapitalWebsite: North Corp CapitalLinkedIn: Thomas St. JohnConclusionThomas St. John’s story is proof that persistence and integrity pay off. From working 24-hour shifts as a firefighter to building a respected real estate investment firm, he’s shown that consistency and strong values can outlast any market cycle.Connect with Thomas on LinkedIn to learn more about his work at Northcorp Capital and how he’s helping investors participate in vetted, high-quality multifamily opportunities.

Episode SummaryIn this episode of Groundbreakers, Jonah Platovsky, founder of The Coliving Concierge, shares how he’s helping real estate investors unlock 15 to 30 percent cash-on-cash returns by converting traditional properties into co living spaces. Jonah walks us through his journey from Wall Street and crypto to real estate, and explains why he believes co living is the most underpriced and underutilized asset class in today’s market.With over 100 successful placements and 50-plus investors helped, Jonah breaks down the economics, operations, and emerging trends in the co living space—offering insights for both first-time and seasoned investors.Key Points DiscussedFrom Wall Street to Real Estate: Jonah started in M&A and tech before discovering creative financing and alternative real estate strategies like subject-to and seller financing.Why Co Living Works: Jonah explains how co living offers both affordability for tenants and unmatched yield for investors, outperforming long-term rentals and even short-term rentals in many cases.Building the Investor Hub: To help meet investor demand, Jonah created a marketplace of vetted co living deals, making it easier to find, underwrite, and close high-yield opportunities across the country.Market Trends and Alpha: Jonah shares his thoughts on the top markets for co living—like Atlanta, Kansas City, and Gainesville—and explains how early movers can take advantage of regulatory shifts and untapped demand.Passive Opportunities: For investors who don’t want to be hands-on, Jonah also outlines how The Coliving Concierge is structuring passive investments with equity upside and double-digit returns.Guest InformationName: Jonah PlatovskyRole: Founder at The Coliving ConciergeLinkedIn: Jonah PlatovskyWebsite: thecolivingconcierge.comConclusionJonah Platovsky is on a mission to make co living a mainstream asset class for real estate investors. With the housing crisis worsening and yields compressing elsewhere, co living offers a unique blend of impact and return. Whether you’re looking to go active or passive, Jonah’s story shows there’s still blue ocean ahead.

Episode SummaryIn this episode of Groundbreakers, Danny Flores, Principal at Prime Capital Investments and host of the Orange County Power Players podcast, shares how he built an 18-deal track record across multiple market cycles. From his early days in construction to becoming a banker and eventually a multifamily operator, Danny’s journey shows how discipline, systems, and long-term focus can turn small beginnings into a scalable real estate business.Danny breaks down the fundamentals of operating in growth markets like Arizona, how to build broker and management relationships out of state, and why most investors underestimate the importance of operations and debt structure in today’s market.Key Points DiscussedFrom Construction to Capital Raising: Danny started his career as a general contractor before transitioning into finance and real estate. His background in both industries gave him an edge in analyzing deals, managing renovations, and understanding risk.Breaking Into Out-of-State Markets: Danny shares his playbook for building new relationships in unfamiliar markets—from researching population and business growth to calling brokers weekly and flying out for in-person meetings until credibility is earned.Scaling Through Systems: With 18 full-cycle deals completed, Danny explains how he built workflows that allow him to review every property’s financials twice a week and make real-time operational adjustments.The Arizona Advantage: Danny outlines why he’s bullish on Arizona despite recent oversupply headlines—strong job growth, infrastructure investment, and incoming business relocations are setting the stage for long-term rent growth.Lessons From Tough Deals: From managing problem tenants to navigating California’s rent control laws, Danny discusses early mistakes that shaped how he underwrites, structures loans, and approaches risk management today.Guest InformationName: Danny FloresRole: Principal at Prime Capital InvestmentsPodcast: Orange County Power PlayersLinkedIn: Danny FloresWebsite: Prime Capital InvestmentsConclusionDanny Flores’ story is a masterclass in resilience and operational discipline. His transition from construction to multifamily syndication shows that experience, patience, and process are what separate great operators from good ones. For anyone looking to invest out of state, build lasting broker relationships, or understand what it takes to go full cycle on deals, this episode is packed with actionable insights.Connect with Danny on LinkedIn to learn more about Prime Capital Investments and his work in the Arizona multifamily market.

Episode SummaryIn this episode of Groundbreakers, Charles Rossano, Co-Founder and CEO of Cohaven Capital, shares how he’s scaling a high-performing co-living model that delivers both impact and returns. With a background in building and exiting multiple companies, Charles brings an operational mindset to real estate—turning outdated single-family homes into high-density co-living spaces with 90%+ occupancy and 30–40% total returns.He breaks down how Cohaven is using AI, systems, and disciplined execution to solve one of America’s biggest problems: affordable housing for working professionals.Key Points DiscussedThe Co-Living Model Explained: Charles outlines how converting a three-bedroom home into eight or more private rooms can double or triple rental income while providing high-quality, affordable housing for tenants.Operational Excellence as a Moat: Drawing from his experience scaling companies, Charles shares how Cohaven built standard operating procedures, local field teams, and an AI-driven system (“Maximus”) to manage maintenance, tenant screening, and leasing.Scaling Beyond the 5-Property Ceiling: Many co-living operators stall after a few homes. Charles explains how his team overcame the operational bottlenecks that prevent most from growing.Social Impact with Strong Returns: Cohaven focuses on renters earning $15–$35 an hour—offering community-driven, cost-effective housing that’s half the price of comparable studios while still achieving 15–20% cash-on-cash returns.The Future of Co-Living: Charles discusses his goal to scale to 700+ units per year through single-family conversions, small multifamily projects, and new ground-up developments in partnership with municipalities and nonprofits.Guest InformationName: Charles RossanoRole: Co-Founder & CEO, Cohaven CapitalLinkedIn: Charles RossanoWebsite: Cohaven CapitalConclusionCharles Rossano’s story is a masterclass in how disciplined operations, technology, and purpose-driven investing can reshape housing in America. His approach to co-living proves that real estate can be both profitable and deeply impactful—creating homes that generate community, stability, and long-term value for investors and residents alike.Connect with Charles on LinkedIn to learn more about Cohaven Capital’s co-living model and their mission to redefine affordable housing.

Episode SummaryIn this episode of Groundbreakers, Vibha Salgamay, founder of Relik Capital Group, shares her journey from product design to building a real estate investment firm focused on senior living communities. Vibha dives into how she transitioned into syndication, why she’s passionate about solving America’s growing senior housing shortage, and how first-time operators can successfully raise capital and scale.Key Points DiscussedFrom Product Design to Real Estate: Vibha’s background in product design taught her how to think from the end user’s perspective — a skill that now informs how she approaches building senior living projects that balance functionality, aesthetics, and dignity.Senior Living as a Social Impact Investment: Vibha shares why she’s focused on senior housing as both a high-demand asset class and a way to create meaningful impact. She breaks down the demographic tailwinds behind the sector and why she believes it’s one of the most overlooked opportunities in real estate today.Raising Capital as a First-Time Syndicator: Vibha talks candidly about her early challenges with capital raising, how she built trust with investors without an existing track record, and the lessons she learned about communicating value to LPs.Design Thinking in Real Estate: She explains how principles from her design career influence how she approaches real estate development — from layout and flow to how spaces can enhance quality of life for residents.Long-Term Vision for Relik Capital: Vibha outlines her vision for scaling Relik Capital into a platform that builds modern, thoughtful senior living communities across the country — creating both strong returns and lasting social value.Guest InformationName: Vibha SalgamayRole: Founder at Relik Capital GroupLinkedIn: Vibha SalgamayWebsite: Relik Capital GroupConclusionVibha Salgamay’s story is a powerful example of how skills from outside real estate can be leveraged to build a meaningful investing career. Her focus on senior living as both an investment opportunity and a mission-driven pursuit shows how syndicators can create impact while building wealth.Connect with Vibha on LinkedIn to learn more about her work at Relik Capital Group and her approach to senior living investments.

Episode SummaryIn this episode of Groundbreakers, Jake Whitney, co-founder of Onarock Investments, shares his journey from the marketing tech world to building a purpose-driven real estate firm with a $100M vision. Jake discusses how his grandfather’s rental portfolio inspired him to take the leap from passive investing to full-time syndication, and how he and his team are scaling Onarock deal by deal.Key Points DiscussedFrom Passive Rentals to Full-Time Syndication: Jake’s path began with single-family rentals and small multifamily properties before moving into larger deals with his partners at Onarock Investments.Flipping to Syndicating: He explains lessons learned from flipping mobile home parks, sixplexes, and even an office space—plus how those early deals shaped his current underwriting standards.Scaling with Purpose: Jake shares the systems and criteria Onarock uses to target 12–14% IRRs and often exceed them with 24–30% exits, while keeping cash flow as a safety net.Legacy and Mission: Beyond returns, Jake talks about honoring his grandfather’s legacy of integrity and freedom through real estate and how that mission drives his approach to investors and deals.Guest InformationName: Jake WhitneyRole: Co-Founder at Onarock InvestmentsLinkedIn: Jake WhitneyWebsite: Onarock InvestmentsConclusionJake Whitney’s story is an inspiring look at how to transition from a corporate career to purpose-driven syndication. His focus on discipline, investor trust, and building systems has helped Onarock grow from small flips to a platform with a $100M vision.Connect with Jake on LinkedIn to learn more about his work at Onarock Investments and his approach to scaling syndications with integrity.

Episode SummaryIn this episode of Groundbreakers, Matthew Teifke, founder of TR3 Capital and Teifke Real Estate, shares how he built a $127M portfolio across multifamily, laundromats, RV parks, and more—while teaching others to underwrite, cold call, and close deals.Matthew’s not your typical investor. He started real estate at 17, worked at a grocery store while closing deals, and built his brokerage from scratch. Today, he hosts a weekly Zoom class that brings together brokers, underwriters, and sponsors to break down live opportunities and source deals directly.Key Points DiscussedTurning Sweat into Equity: Matthew shares how his early grind—cold calling brokers, doing free labor, and bringing value to experienced partners—helped him break into multifamily without institutional backing.Building a Real Estate Community: He talks about how his free weekly underwriting and cold-calling Zoom class (every Thursday at 1pm CT) has become a grassroots pipeline for both deals and relationships.Why Brokers Are Still the Key: In a world full of AI deal sourcing and off-market platforms, Matthew explains why old-school broker relationships remain critical—and how most investors aren’t calling enough.Operating Across Asset Types: We dive into how his team structures funds, manages diverse asset classes, and handles investor relations while staying lean and scrappy.Guest InformationName: Matthew TeifkeRole: Founder of TR3 Capital and Teifke Real EstateLinkedIn: Matthew TeifkeWebsite: tr3capital.comConclusionMatthew Teifke’s journey is proof that consistent action, community, and boots-on-the-ground hustle still matter. Whether you’re cold calling, underwriting, or fundraising—this episode will give you real-world strategies to scale in today’s market.

Episode SummaryIn this episode of Groundbreakers, Katie Claxton, founder of Claxton Capital Group, shares how she transitioned from teaching middle school science to closing two multifamily deals in her first 90 days as a sponsor. Katie discusses how she and her team raised over $2.5 million as part of a women-led investment group, and how she balances raising two kids with raising capital.Her story is a powerful example of grit, clarity, and taking action—even when the timing isn’t perfect.Key Points DiscussedFrom Teaching to Syndicating: Katie shares her journey from being a public school science teacher to building a real estate business focused on long-term wealth and community impact.Raising Capital While Raising Kids: Katie opens up about what it was like to close back-to-back deals as a new mom and how she stayed focused through sleepless nights and uncertain moments.Finding the Right Circle: Katie talks about the importance of joining a community of like-minded women, how she met her co-GPs, and what it was like being part of an all-female team raising $2.5M for multifamily.What She Looks For in Deals: Katie breaks down how she approaches risk, her focus on smaller metros in Texas and the Midwest, and why she’s betting on affordability-driven strategies in today’s market.Guest InformationName: Katie ClaxtonRole: Founder at Claxton Capital GroupLinkedIn: Katie ClaxtonWebsite: Claxton Capital GroupConclusionKatie Claxton’s story is a reminder that you don’t need a finance background—or perfect timing—to start building a real estate portfolio. With the right network, the right mindset, and a willingness to take action, it’s possible to create real momentum fast.Connect with Katie on LinkedIn or visit her website to learn more about her deals and journey.

Episode SummaryIn this episode of Groundbreakers, Brennor Downs and Mitchell Rice, co-founders of Haven Capital, share how they’re building a mission-driven real estate fund focused on high-quality Section 8 housing. Starting with one 4-unit deal in Little Rock, they’ve now launched a 39-unit fund and manage a growing portfolio valued at over $5 million.The duo breaks down why they believe Section 8 is one of the most overlooked asset classes in real estate—and how they’re blending impact, scale, and strong returns from the ground up.Key Points DiscussedWhy Section 8 Housing Is Misunderstood: Brennor and Mitchell explain how negative stereotypes around Section 8 tenants and red tape have kept many investors away—and why they see it as a competitive edge.Their First Deal and Scaling Strategy: From converting a single-family home into a fourplex to structuring a 39-unit fund, they walk through the details of building Haven Capital step-by-step.Investor Communication and Transparency: Mitchell shares how they’ve differentiated themselves by being hyper-transparent with their investor base and offering detailed updates—even on the messy parts.Building a Mission-Driven Business: They talk about their long-term vision for improving the quality of affordable housing in overlooked markets like Arkansas, and how they’re balancing social impact with returns.Guest InformationNames: Brennor Downs & Mitchell RiceRole: Co-Founders at Haven CapitalLinkedIn: Brennor Downs | Mitchell RiceConclusionBrennor and Mitchell’s story is a playbook for real estate operators who want to do well by doing good. If you’ve ever considered investing in—or building—a fund focused on workforce or Section 8 housing, this is a must-listen.Connect with Brennor and Mitchell on LinkedIn to follow their journey with Haven Capital and learn more about their work in affordable housing.

Episode SummaryIn this episode of Groundbreakers, Michael Mendoza, founder of APEX Real Estate Contracting, shares how he’s using Opportunity Zones and modular construction to rebuild fire-impacted communities and deliver smarter, faster housing. A former U.S. Marine and MBA graduate, Michael brings a mission-driven lens to development, blending public-private partnerships, sustainability, and investor returns.Michael unpacks the strategy behind his 1,500-acre project in Colorado and walks through how APEX is tackling housing shortages by working with municipalities, leveraging government incentives, and embracing emerging technologies.Key Points DiscussedCommunity-First Development: Michael explains how APEX identifies projects with both impact and upside—starting with unmet housing needs and layering in government partnerships, incentives, and design.Opportunity Zones in Action: He shares his blueprint for structuring a real estate fund in designated Opportunity Zones and why he sees these as an underutilized tool for long-term wealth creation and community revitalization.Modular for Scale and Speed: Michael dives into the decision to go modular, breaking down how factory-built units reduce time, waste, and cost, while increasing speed to market.Navigating Public-Private Partnerships: From wildfires in California to workforce housing in Colorado, Michael shares real-world examples of working with cities to align incentives and secure development wins.Leadership, Grit, and Vision: A Marine Corps veteran, Michael reflects on how his background in logistics, leadership, and capital raising shapes the way he tackles massive, high-stakes development challenges.Guest InformationName: Michael MendozaRole: Founder at APEX Real Estate ContractingLinkedIn: Michael MendozaWebsite: APEX Real Estate ContractingConclusionMichael Mendoza’s story is a powerful reminder that real estate can be both profitable and purposeful. His ability to align municipal needs with investor goals—and deliver at speed through modular construction—offers a blueprint for the next generation of community-first development.Connect with Michael on LinkedIn to learn more about his projects and how APEX is transforming Opportunity Zones into real opportunity.

Episode SummaryIn this episode of Groundbreakers, René Bello, founder of Atelier, shares how he’s combining AI, design, and wellness to reshape the short-term rental experience. Drawing from a background in boutique hospitality and $100M+ in real estate development, René is on a mission to create branded, owner-friendly short-term rental condos that merge luxury living with curated wellness.He breaks down how Atelier’s platform empowers owners to both enjoy their properties and generate income—while leveraging automation, design, and hospitality standards to elevate the guest experience.Key Points DiscussedBuilding a Brand-First Hospitality Platform: René shares why he believes the future of short-term rentals lies in building lifestyle-driven brands that emphasize consistency, wellness, and personalization.Designing for Ownership and Income: Atelier’s model allows buyers to own short-term rental condos in luxury buildings and benefit from curated property management and a strong hospitality brand.AI in Hospitality: René discusses how they use artificial intelligence to streamline operations, respond to guest needs, and automate experiences without losing the human touch.Lessons from Boutique Development: From running wellness resorts to co-founding a developer group in NYC, René reflects on the challenges of ground-up development and why he’s now focused on tech-enabled, asset-light models.The Wellness Edge: He explains how biophilic design, scent branding, and community engagement drive guest satisfaction and differentiate Atelier in a crowded market.Guest InformationName: René BelloRole: CEO at BLDG Ventures & Developing Atelier Residences MiamiLinkedIn: René BelloWebsite: BLDG VenturesConclusionRené Bello’s story is a masterclass in blending creativity, hospitality, and business. Whether you’re a syndicator, developer, or aspiring entrepreneur, this episode offers valuable insight into how to think differently about real estate—and how to build a brand that people want to live in, not just rent.Connect with René on LinkedIn to learn more about Atelier and their unique approach to short-term rental ownership.

Episode SummaryIn this episode of Groundbreakers, Steven Johnson, founder of JS Summit Global, shares how he walked away from landlord headaches to build a passive income empire through mortgage note investing. With a background in mobile home parks and single-family rentals, Steve explains why he pivoted to buying debt—and how the shift gave him more time, more control, and less stress.Steven also talks about his mission to help beauty and wellness entrepreneurs build generational wealth through real estate, drawing on lessons from his own entrepreneurial journey in Miami.Key Points DiscussedWhy He Left Traditional Rentals: After years of managing tenants, repairs, and property headaches, Steven turned to buying mortgage notes to earn passive income without being a landlord.How Note Investing Works: Steven breaks down what a mortgage note actually is, how to buy one, and why distressed debt can be a hidden gem for savvy investors.Helping Beauty Entrepreneurs Build Wealth: Through JS Summit Global, Steven teaches hair stylists, barbers, and other wellness professionals how to break out of the cash flow trap and become business owners and investors.Scaling Without Burnout: Steven shares how he’s building a business that funds his freedom and supports others—without overextending or chasing every opportunity.Guest InformationName: Steven JohnsonRole: Founder of JS Summit GlobalLinkedIn: Steven JohnsonWebsite: jssummitglobal.comConclusionSteve Johnson’s journey is a powerful reminder that wealth building doesn’t have to mean burnout. By shifting from ownership to control, Steve found a smarter path to financial freedom—and now he’s helping others do the same.Tune in to learn how mortgage notes work, why they’re gaining traction, and how you can start leveraging debt as an asset.

Episode SummaryIn this episode of Groundbreakers, Troy Evans, founder of the Luxury Residence Vacation Portfolio (LRVP), shares how he’s building a luxury short-term rental fund that blends real estate, hospitality, and social impact. With a background in nonprofit leadership and corporate marketing, Troy breaks down how his experience shaped a unique approach to fund management—prioritizing investor experience, mission-aligned assets, and long-term trust.Troy’s story highlights the value of transferable skills, creative structure, and purpose-driven investing in a competitive market.Key Points DiscussedFrom Nonprofits to Real Estate: Troy shares how his leadership roles at organizations like Teach For America and the Boys & Girls Clubs taught him to lead with trust, empathy, and a long-term mindset—principles he brings into real estate investing today.The LRVP Thesis: Troy walks through the strategy behind his fund structure, which focuses on luxury short-term rentals with a high-touch guest experience. He discusses how investor perks, property design, and regional demand trends factor into his acquisition criteria.Raising Capital with Integrity: Having raised millions across both nonprofit and real estate sectors, Troy emphasizes the importance of transparency and communication in building lasting investor relationships.Lessons from Hospitality and Branding: Troy explains how his background in hospitality and marketing informs everything from deal packaging to Airbnb operations, and why thoughtful brand positioning can be a competitive edge.Guest InformationName: Troy EvansRole: Founder at LRVP (Luxury Residence Vacation Portfolio)LinkedIn: Troy EvansWebsite: LRVP Investment FundConclusionTroy Evans is redefining what it means to be a real estate operator by blending luxury design, mission-driven investing, and hospitality-level service. If you’re interested in building a lifestyle-forward real estate portfolio or raising capital through trust and storytelling, this episode is a must-listen.Connect with Troy on LinkedIn or check out his fund at LRVPfund.com to learn more.

Episode SummaryIn this episode of Groundbreakers, Chad Freeman, founder of MHPinvestors and a full-time airline pilot, shares his remarkable journey from buying a $200 crash pad to building a 200-pad mobile home park portfolio. Chad opens up about how he and his wife started with small rentals and house hacks, and gradually scaled into mobile home parks to create generational wealth—without leaving their W2s behind.Key Points DiscussedFrom Side Hustle to Scale: Chad’s real estate journey started with buying a crash pad for fellow pilots and house hacking a duplex. Over time, he and his wife grew a real estate portfolio that now includes more than 200 mobile home pads.Mobile Home Parks as a Wealth Vehicle: Chad explains why he transitioned into affordable housing, the operational advantages of mobile home parks, and how he identifies value in secondary markets.Balancing Aviation and Real Estate: With a demanding career as a commercial pilot, Chad shares how he prioritizes family, carves out time to underwrite deals, and runs his business with efficiency.Raising Capital Through Authenticity: Chad breaks down how he built trust with investors, overcame imposter syndrome, and now helps other pilots and professionals grow their wealth through syndications.Lessons in Partnership and Process: From managing deals with his spouse to building systems to manage properties across multiple states, Chad shares the mindset shifts and tactical approaches that helped him scale.Guest InformationName: Chad FreemanRole: Founder at MHPinvestorsLinkedIn: Chad FreemanWebsite: MHPinvestorsConclusionChad Freeman’s story is a blueprint for anyone balancing a demanding career while trying to build long-term wealth through real estate. His approach to niche investing, family partnership, and disciplined execution offers valuable lessons for both new and experienced operators.Connect with Chad on LinkedIn or visit MHPinvestors to learn more about his deals and educational content for professionals looking to invest in affordable housing.

Episode SummaryIn this episode of Groundbreakers, John Casmon, founder of Casmon Capital Group, shares his journey from leading marketing campaigns at General Motors to building a $145M multifamily portfolio. John walks us through how he leveraged his corporate skill set, navigated early rejections, and built lasting investor relationships by focusing on education and trust.Key Points DiscussedFrom Marketing to Multifamily: John explains how working on multi-million-dollar ad campaigns for Fortune 500 companies helped him build the storytelling and relationship skills he’d later apply to raising capital and launching Casmon Capital Group.House Hacking to $145M AUM: John got his start by house hacking a duplex while working full-time. He shares how that first deal gave him the confidence and experience to go bigger—eventually scaling his portfolio through joint ventures and syndications.Investor Education as a Superpower: Rejection from early investor conversations didn’t stop John—instead, it inspired him to create a platform to help others. His thought leadership through podcasts, blogs, and speaking has become his biggest capital-raising asset.Partnerships and Positioning: John discusses the power of positioning and what it really takes to attract investors who trust you with their capital. He also shares insights into finding great operators and building partnerships that last.Lessons from the Journey: From learning the value of alignment with co-GPs to focusing on long-term credibility over short-term wins, John’s journey is packed with hard-won insights every aspiring syndicator needs to hear.Guest InformationName: John CasmonRole: Founder at Casmon Capital GroupLinkedIn: John CasmonWebsite: Casmon Capital GroupConclusionJohn Casmon’s story is a playbook for any aspiring investor looking to scale from side hustle to full-time real estate entrepreneur. His marketing background, resilience through early setbacks, and dedication to serving others have made him a trusted voice in multifamily investing.Connect with John to learn more about his work at Casmon Capital Group and how he helps busy professionals passively invest in real estate.

Episode SummaryIn this episode of Groundbreakers, Radhika Rastogi, founder of Relik Capital Group, shares her inspiring journey from a career at a Fortune 20 company to building a $15M senior living real estate portfolio. Radhika opens up about how she balances her corporate job, motherhood, and scaling her syndication business — all while focusing on an overlooked but rewarding niche in senior living.Her story is a testament to resilience, clarity of vision, and the power of focusing on the right partnerships and investor education.Key Points DiscussedFrom Fortune 20 to Senior Living: Radhika explains how she transitioned from consulting into real estate by starting with single-family rentals, then moving into multifamily, and eventually finding her niche in senior living.Balancing Career, Family, and Investing: Radhika shares her strategies for managing a demanding consulting career at a Fortune 20 company while raising young children and building Relik Capital Group.Why Senior Living: Radhika dives into why she chose senior living as her focus, explaining its growing demand, cash flow predictability, and positive impact on communities.Building Investor Trust: She talks about how she educates her investors, builds credibility, and creates long-term relationships through transparency and thoughtful communication.Lessons in Scaling: From vetting operators to structuring deals and avoiding common pitfalls, Radhika outlines the lessons she learned while growing her portfolio.Guest InformationName: Radhika RastogiRole: Founder at Relik Capital GroupLinkedIn: Radhika RastogiWebsite: Relik Capital GroupConclusionRadhika’s journey shows that it’s possible to build a meaningful and profitable real estate business without quitting your W2, by focusing on a clear niche, serving investors well, and staying consistent.Connect with Radhika on LinkedIn to learn more about her work at Relik Capital Group and how she helps investors access opportunities in senior living real estate.

Episode SummaryIn this episode of Groundbreakers, Jeff Hayton, Co-Founder & CIO of Luxe Living Homes, shares his unconventional journey from fishing boats in Alaska to building net-zero, investor-friendly real estate communities. Jeff discusses how his early experiences in startups and grit-heavy jobs shaped his approach to real estate — and why prioritizing both people and energy efficiency is his competitive edge.His perspective blends operational discipline with a commitment to creating value for investors and residents alike, offering lessons on partnerships, sustainability, and scaling thoughtfully.Key Points DiscussedFrom Fishing Boats to Foundations: Jeff’s journey began on the water, working in one of the toughest industries before pivoting into startups and, eventually, real estate development. He explains how those early lessons in perseverance and problem-solving still guide him today.Building Net-Zero Communities: Jeff breaks down why sustainability is more than a buzzword and how designing for energy efficiency not only benefits the environment but also improves investor returns and tenant retention.Balancing People and Profit: Jeff shares his philosophy on aligning investor goals with community needs, focusing on creating a product residents are proud to live in — while delivering strong returns.Partnerships That Scale: Jeff dives into how he chooses partners, what to watch for when aligning with investors, and how to ensure everyone stays focused on the mission as the business grows.Guest InformationName: Jeff HaytonRole: Co-Founder & CIO at Luxe Living HomesLinkedIn: Jeff HaytonWebsite: Luxe Living HomesConclusionJeff Hayton’s story is a refreshing example of how grit, vision, and sustainability can coexist in real estate. His focus on building both investor confidence and resident satisfaction highlights a path for syndicators who want to differentiate themselves in a competitive market.Connect with Jeff on LinkedIn to learn more about Luxe Living Homes and their mission to redefine what it means to build responsibly.

Episode SummaryIn this episode of Groundbreakers, Brock Mogenson, Managing Partner at Smart Asset Capital, shares his journey from house hacking his first duplex to managing a $50M industrial real estate fund. Brock discusses how he identified his niche in industrial and retail properties, built strong partnerships, and created a vertically integrated operation to scale efficiently. His experience highlights the importance of focus, trust, and systems in building a sustainable syndication business.Key Points DiscussedFrom House Hack to Fund Manager: Brock’s journey began with a duplex he house hacked while working full-time. That experience lit the fire for real estate and eventually led to launching Smart Asset Capital.Why Industrial and Retail: Brock explains why his firm chose to focus on industrial and retail assets instead of multifamily, and how staying niche gave them a competitive edge.Building a Strong Partnership: He shares how he met his business partners, how they divide responsibilities, and why complementary skill sets are critical for long-term success.Going Vertical: Brock describes the benefits of bringing property management and construction in-house, and how it improved both execution and investor confidence.Lessons from Scaling: From early missteps to current strategies, Brock reflects on what he would do differently and what advice he gives new syndicators entering the market.Guest InformationName: Brock MogensonRole: Co-Founder at Smart Asset CapitalLinkedIn: Brock MogensonWebsite: Smart Asset CapitalConclusionBrock Mogenson’s story is a powerful example of how focus, partnerships, and vertical integration can turn a small start into a multi-million-dollar operation. His disciplined approach to choosing a niche and building the right team provides actionable insights for anyone looking to grow in real estate.Connect with Brock on LinkedIn to learn more about his work at Smart Asset Capital and his strategies for scaling efficiently.

Episode SummaryIn this episode of Groundbreakers, Georgy Marrero, founder of Equis Capital, shares his bold journey from earning $800k a year at Meta to building a $28M real estate portfolio. Georgy discusses how he walked away from a lucrative tech career to create a life of financial freedom and impact through multifamily syndications. His story highlights the power of courage, discipline, and strategic partnerships in scaling a real estate business.Key Points DiscussedFrom Tech to Real Estate: Georgy talks about his transition from a high-paying corporate job at Meta to full-time real estate investing, and why money alone didn’t feel fulfilling.Building Equis Capital: He shares how he founded Equis Capital, raised over $9M from investors, and grew to $28M AUM in just a few years through multifamily acquisitions and syndications.Overcoming Fear and Taking the Leap: Georgy discusses the mindset shift it took to leave a secure job, confront risk, and pursue entrepreneurship — and how he prepared himself financially and mentally.Lessons in Leadership and Partnerships: From aligning with the right partners to building trust with investors, Georgy outlines what’s worked (and what hasn’t) in scaling his business.Guest InformationName: Georgy MarreroRole: Founder at Equis CapitalLinkedIn: Georgy MarreroWebsite: Equis CapitalConclusionGeorgy Marrero’s story is an inspiring example of how to trade comfort for purpose and create lasting wealth through real estate. His focus on integrity, education, and building genuine relationships has helped him create a business that empowers investors and communities alike.Connect with Georgy on LinkedIn to learn more about his work at Equis Capital and his approach to real estate syndications.

Episode SummaryIn this episode of Groundbreakers, Lee Yoder, founder of Threefold Real Estate Investing, shares how he left his career as a physical therapist to build a real estate portfolio that now manages over $75 million in assets. Lee walks through the early steps of learning syndications, scaling his team, and how focusing on core markets in the Midwest helped him grow efficiently while keeping operations tight.Key Points DiscussedLeaving a Stable Career: Lee opens up about his decision to step away from physical therapy—first into a sales job, and then full-time into real estate—to create a business with more freedom and impact.Starting Small, Scaling Fast: Lee explains how he went from flipping single-family homes to leading multifamily syndications and raising capital for deals across Ohio, Kentucky, and Indiana.Building the Right Team: He breaks down his strategy for hiring—why his first hires weren’t from real estate, and how clear expectations and ownership helped them thrive.Lessons from $75M AUM: Lee shares the operational lessons he’s learned from managing 600+ units, including deal sourcing, how he evaluates markets, and his thoughts on investor communication.Guest InformationName: Lee YoderRole: Founder & CEO of Threefold Real Estate InvestingLinkedIn: Lee YoderWebsite: Threefold Real Estate InvestingConclusionLee’s story is a blueprint for operators looking to transition from W2 careers into multifamily. His methodical approach, strong Midwest focus, and dedication to team building have enabled him to grow quickly—while keeping values and investor trust front and center.

Episode SummaryIn this episode of Groundbreakers, Ben Bowerman, VP of Capital Markets at HPP Equity, shares how he scaled from managing 450+ single-family rentals to overseeing a diversified real estate portfolio with over $150M in assets under management. Ben breaks down the strategy behind HPP’s transition into student housing, multifamily, and build-to-rent—and why he believes in holding assets for the long term.He also shares lessons learned from property management, the power of in-house operations, and how his team built a vertically integrated platform that aligns investor goals with long-term generational wealth.Key Points DiscussedFrom Property Manager to Portfolio Builder: Ben started his real estate career in the trenches—managing hundreds of SFRs. He talks about how that experience shaped his perspective on operations and scale.Scaling into Student Housing: HPP Equity’s entry into student housing wasn’t accidental—it was strategic. Ben explains why the team leaned into this asset class, and how they’ve generated strong returns with disciplined underwriting.Lessons in Vertical Integration: HPP manages construction and property management in-house. Ben shares the benefits and challenges of controlling the full lifecycle of an asset, from acquisition to renovation and lease-up.Investor Education & Communication: Ben emphasizes the importance of transparent investor updates and setting realistic expectations in today’s economic climate. He also shares how his team educates investors who are new to commercial real estate.Guest InformationName: Ben BowermanRole: VP of Capital Markets at HPP EquityLinkedIn: Ben BowermanWebsite: HPP EquityConclusionBen Bowerman’s story is a masterclass in scaling real estate the right way—slow, steady, and intentional. From property management to private equity, his journey proves that with the right operational backbone, it’s possible to go far without overextending. His long-term mindset, focus on value creation, and investor-first approach make this a must-listen for anyone thinking about scaling beyond their first few deals.Connect with Ben on LinkedIn to learn more about HPP Equity and their investment thesis.

Episode SummaryIn this episode of Groundbreakers, Sean Graham, founder of Maven Cost Segregation, breaks down the most overlooked wealth-building tool in real estate: cost seg. After getting laid off in 2020, Sean transitioned into real estate full-time—starting with his own deals before launching a firm that now saves investors millions in taxes every year.He shares how one property generated $400K in tax savings, why ROI should be measured in depreciation, and what most syndicators miss when it comes to maximizing after-tax returns.Key Points DiscussedFrom W2 to Wealth Builder: Sean’s corporate job disappeared during COVID. Rather than wait for the next one, he leaned into real estate—launching Maven to help others unlock the tax strategies he used himself.How Cost Seg Works (for Real): Sean demystifies cost segregation in plain English, from front-loaded depreciation to partial asset dispositions—and why even smaller sponsors can benefit.The $400K Case Study: One property. $400K in paper losses. Sean walks through the math behind a real example and what that meant for investor cash flow and yield.What Syndicators Get Wrong: Sean shares the biggest mistakes operators make when structuring their deals for tax efficiency—and how to fix them without needing a CPA.ROI Beyond the Deal: Why the best operators treat cost seg like a multiplier, not an afterthought—and how to use it to attract high-net-worth LPs.Guest InformationName: Sean GrahamRole: Founder at Maven Cost SegregationLinkedIn: Sean GrahamWebsite: Maven Cost SegregationConclusionSean Graham’s episode is a must-listen for any syndicator who wants to boost IRR after the deal closes. If you’ve ever wondered whether cost seg is worth it, this episode makes the case—backed by real numbers, real savings, and a blueprint for real results.

Episode SummaryIn this episode of Groundbreakers, Andrea Foley, Director at Generational Wealth Capital, shares how she went from flipping homes in Kansas City to launching a real estate fund focused on hotel-to-multifamily conversions. Along the way, she’s tackled everything from diaper cleaning to owning car wash franchises—proving that building generational wealth takes hustle, grit, and the ability to pivot fast.Andrea breaks down her unique path, including the creative ways she sourced early deals, how she scaled into larger commercial assets, and why she’s bullish on hospitality conversions. She also opens up about the emotional side of entrepreneurship—juggling family, faith, and financial goals in a volatile market.Key Points DiscussedThe Flip That Started It All: Andrea’s real estate journey began with flipping residential homes—but she quickly realized the wealth was in holding, not selling. That mindset shift led to multifamily.Car Wash Franchises & Cash Flow: Before going all-in on real estate, Andrea and her husband bought into a car wash franchise. She shares what worked (and what didn’t) about getting into small business ownership to generate income.Hotel Conversions as an Opportunity: Andrea discusses her team’s thesis on converting hotels into multifamily, the operational complexities, and why she believes this is one of the most underpriced strategies in today’s market.Raising Capital Authentically: She opens up about building trust with passive investors, including the playbook she used to move from personal capital to raising funds from her broader network.Guest InformationName: Andrea FoleyRole: Director at Generational Wealth CapitalLinkedIn: Andrea FoleyWebsite: Generational Wealth CapitalConclusionAndrea Foley’s story is proof that you don’t need a traditional background to succeed in real estate. With persistence, creativity, and a clear mission, she’s building a portfolio that reflects her values—and helping others do the same.Connect with Andrea on LinkedIn to learn more about her fund, her hotel conversion projects, and her journey from flips to franchises to multifamily.

Episode SummaryIn this episode of Groundbreakers, Joey Schneider—CEO of Trinity Peak Partners and Head of Investor Relations at Ironton Capital—shares his unconventional path from medical sales to real estate investing. After climbing the corporate ladder and managing a large sales team, Joey realized he wanted more than a high-paying job—he wanted freedom.That shift led him to real estate, where he started with flips and BRRRRs before building a multifamily portfolio and helping other investors do the same. Now, Joey educates high-income professionals on how to unlock passive income and reclaim their time.Key Points DiscussedWalking Away from W2: Joey opens up about his decision to leave a successful medical sales career despite the financial stability, title, and team. He shares the mental hurdles and mindset shifts it took to walk away from “golden handcuffs.”Building His First Portfolio: Joey breaks down how he built 28+ units through BRRRR strategies, flips, and buy-and-hold properties while still working full-time. He discusses key markets, deal analysis, and lessons from early mistakes.Investor Education: At Ironton Capital, Joey now helps passive investors—from tech execs to business owners—understand how to vet deals, operators, and align investments with their long-term goals.From Transactional to Relational: Joey emphasizes why relationships matter more than spreadsheets when it comes to real estate investing—and how trust-building plays a central role in both active and passive investing.Guest InformationName: Joey SchneiderRole: CEO of Trinity Peak Partners & Head of Investor Relations at Ironton CapitalLinkedIn: Joey SchneiderWebsite: Trinity Peak Partners & Ironton CapitalConclusionJoey Schneider’s journey is a powerful example of how to trade prestige for purpose. His transition from medical sales to real estate showcases the value of long-term thinking, calculated risk, and focusing on what truly matters—freedom, impact, and ownership.Connect with Joey on LinkedIn to learn more about his work with Trinity Peak Partners and Ironton Capital.

Episode SummaryIn this episode of Groundbreakers, Jaideep Balekar, Principal at Prosper Capital, shares how he scaled from a full-time role at Deloitte to building a 550+ unit portfolio, and why he chose to vertically integrate along the way.Jaideep walks through the early days of his investing journey, including what drew him to value-add multifamily, how he found his first deals, and the lessons he learned transitioning from LP to GP. He also unpacks the systems he’s built to manage operations in-house and the red flags he looks for when co-sponsoring deals.His story is a masterclass in building a business the right way slow, steady, and with a long-term mindset.Key Points DiscussedWhy Vertically Integrate: Jaideep explains how in-house property management gave him tighter control over expenses, better NOI, and improved resident experience.From LP to GP: Jaideep shares how investing passively helped him learn the ropes, but also exposed the risks many LPs overlook including operator misalignment and lack of transparency.Choosing the Right Markets: His investment thesis focuses on landlord-friendly states, strong job growth, and low-cost basis relative to new construction.Surviving Interest Rate Shocks: Jaideep dives into how his team has adjusted to debt market volatility and what he’s seeing from lenders and LPs in 2025.Advice for First-Time Sponsors: From building trust with investors to knowing when to outsource, Jaideep offers hard-won advice for syndicators looking to scale sustainably.Guest InformationName: Jaideep BalekarRole: Principal at Prosper CapitalLinkedIn: Jaideep BalekarWebsite: Prosper CapitalConclusionJaideep Balekar’s journey is proof that building a durable real estate business doesn’t require shortcuts—it takes systems, long-term thinking, and a commitment to doing things the right way. His approach to vertical integration and investor alignment sets a blueprint for syndicators who want to build lasting trust and sustainable growth.Connect with Jaideep on LinkedIn to learn more about his work at Prosper Capital and how he’s helping investors achieve strong returns through multifamily real estate.

Episode SummaryIn this episode of Groundbreakers, Ian Noble, founding partner at RunSteady Investments, shares his journey from building a 15-location dry cleaning business to walking away from it entirely. After spending years managing 90 employees and growing a successful company, Ian realized the business was running him, not the other way around. Burned out and missing time with his family, he made the hard decision to sell and transition into real estate investing.Now, Ian helps other business owners achieve financial freedom through passive investing in recession-resilient assets like mobile home parks. His story is a powerful reminder that time freedom, not just financial success, is the real endgame.Key Points DiscussedEscaping the Business That Owned Him: Ian opens up about how the grind of operating a multi-location business wore him down, and what finally pushed him to sell.Mobile Home Parks for Cash Flow and Resilience: He explains why his investment thesis now centers around mobile home parks, which offer stable income, sticky tenants, and low operating costs.The Operator is the Deal: Ian shares his criteria for vetting sponsors and why execution risk is the biggest factor he considers when investing in other people’s deals.Helping Other Entrepreneurs Go Passive: Through RunSteady, Ian partners with proven operators and structures fund-of-fund vehicles so busy professionals and business owners can get access to institutional-quality deals without having to manage them directly.Guest InformationName: Ian NobleRole: Founding Partner at RunSteady InvestmentsLinkedIn: Ian NobleWebsite: RunSteady InvestmentsConclusionIan Noble’s story is one of intentional reinvention—leaving behind operational stress in favor of freedom, purpose, and aligned investing. Whether you’re a business owner, syndicator, or LP, this episode offers valuable insight into building a life that works for you—not just a business that looks good on paper.Connect with Ian on LinkedIn or visit RunSteady Investments to learn more about his work and upcoming opportunities.

Episode SummaryIn this episode of Groundbreakers, Douglas Escobar, CEO of ESCFreedom Investments, shares how repeated corporate layoffs pushed him to take control of his financial future through real estate. After a long career in insurance and mortgage underwriting, Doug began investing in single-family rentals, exited before the 2008 crash, and later transitioned into multifamily. Today, he is invested in over 2,000 units and focuses on helping busy professionals generate passive income through a fund-to-fund model.Doug’s story is about building security when the job market couldn’t provide it and helping others do the same.Key Points DiscussedPreparing for the Leap: Doug explains how he built a two-year financial runway before leaving his six-figure job and why that safety net was critical to making thoughtful business decisions without pressure.Lessons from the Subprime Crisis: Doug shares what it was like underwriting subprime loans before the 2008 crash, what red flags he saw early, and why he exited his single-family portfolio just in time.Why Operator Due Diligence Matters Most: The most important variable in any deal, Doug argues, is not the returns on paper—it is the operator. He shares what traits he looks for and how he evaluates their ability to manage downside.Fund-to-Fund as a Strategy: Doug breaks down how ESCFreedom Investing uses a fund-to-fund model to give professionals access to larger deals without having to manage the details or take on additional risk.Helping Professionals Become Work-Optional: Doug’s mission is to help others achieve freedom from the uncertainty of corporate life. He believes passive income is not just about replacing a salary—it is about reclaiming time and control.Guest InformationName: Douglas EscobarRole: CEO of ESCFreedom InvestingLinkedIn: Douglas EscobarWebsite: ESCFreedom InvestmentsConclusionDouglas Escobar’s journey is a case study in resilience, foresight, and purpose-driven investing. His experience offers valuable insights for anyone looking to reduce dependence on a paycheck and build a future defined by choice and flexibility.Connect with Doug on LinkedIn or visit ESCFreedom Investing to learn more about his mission and upcoming opportunities.

Episode SummaryIn this episode of Groundbreakers, Cody Wiseman, founder of Wiseman Capital, shares his journey from earning $300K a year in tech sales to going all-in on real estate investing. After building a two-year financial runway, Cody left his W2 job to focus on multifamily, hotel-to-apartment conversions, and creating one of the largest multifamily meetups in the Midwest. His story is a blueprint for anyone looking to make the transition into full-time investing while minimizing risk and maximizing impact.Cody’s approach is a masterclass in preparation, execution, and community building.Key Points DiscussedBuilding the Runway Before the Leap: Cody shares why he spent two years saving, investing, and preparing mentally and financially before stepping away from his W2 job and how that preparation helped him scale confidently.Scaling from a Triplex to Hotel Conversions: Cody breaks down his growth from a small triplex purchase to converting hotels into apartments, including the biggest surprises and challenges in making these projects work.The Critical Importance of Location: When evaluating hotel conversion deals, Cody shares why location matters more than price, and how buying in the wrong neighborhood can kill even the best numbers on paper.Building the Midwest’s Largest Multifamily Meetup: Cody reveals how hosting a local meetup helped him rapidly expand his network, source deals, and establish brand credibility in the Wisconsin real estate ecosystem.Why Hands-On Operators Win: Cody talks about getting deep into operations, from city zoning meetings to CapEx planning, and why true involvement separates average sponsors from great ones.Guest InformationName: Cody WisemanRole: Founder at Wiseman CapitalLinkedIn: Cody WisemanWebsite: Wiseman CapitalConclusionCody Wiseman’s story is proof that success in real estate is not about giant leaps. It’s about preparation, taking smart bets, building the right relationships, and staying relentlessly consistent. His experience offers a roadmap for anyone who wants to transition from a W2 career into full-time real estate investing without unnecessary risk.Connect with Cody on LinkedIn or visit Wiseman Capital to learn more about his deals, events, and future projects.

Episode SummaryIn this episode of Groundbreakers, Gregory Laskody, founder of MasterCRE, shares his journey from struggling college student to leading over $3B in commercial real estate transactions. After three decades in the industry, Greg has seen firsthand how difficult it can be for new investors and professionals to break into commercial real estate. Now, through MasterCRE, he’s focused on opening access, shortening the learning curve, and creating a more collaborative environment for future dealmakers.Greg’s story is about more than just big deals—it’s about changing how the industry works from the inside out.Key Points DiscussedBreaking Into CRE: Greg shares how he went from failing his accounting classes to working for one of the top real estate firms in the country—and how anyone can carve a path into CRE without the traditional roadmap.Why CRE Is Still Behind: Unlike residential real estate, commercial is fragmented, offline, and often gatekept. Greg explains why CRE is slow to evolve and what needs to change to make it more accessible.MasterCRE and the Future of Education: Greg built MasterCRE to help aspiring investors and professionals learn the fundamentals of commercial real estate, access deals, and connect with mentors without relying on outdated, closed-door systems.Market Outlook for 2025: Greg discusses why capital markets are tightening, what deleveraging will look like, and why many operators will struggle with cash-in refinances in the coming year.Why Unpaid Internships Hurt the Industry: Greg believes that everyone brings value, even beginners—and why it’s time the industry moves past unpaid work as the only entry point.Guest InformationName: Gregory LaskodyRole: Principal at MasterCRELinkedIn: Gregory LaskodyWebsite: MasterCREConclusionGregory Laskody’s mission is simple: to make commercial real estate more open, without lowering the bar. His experience across $3B in deals, capital advisory, and platform building makes him a unique voice for where CRE is headed. If you’ve ever wondered how to break into commercial real estate—or what’s holding the industry back—this episode delivers insights from someone who’s seen it all.Connect with Greg on LinkedIn or explore MasterCRE to learn more about his mission to open up the industry.

Episode SummaryIn this episode of Groundbreakers, Mathew Owens, founder of OCG Properties, shares his journey from CPA to full-time real estate investor. After flipping over 1,000 homes, Mat was hit hard by the 2008 crash—losing everything but choosing to pay back investors out of pocket. That decision earned him a reputation for integrity and became the foundation for a career that’s since raised $150M+ in private capital.Today, Mat focuses on debt funds, mobile home parks, short-term rentals, and helping other capital raisers build compliant fund-of-funds structures. He pulls back the curtain on what it takes to raise capital at scale and how to build trust that lasts beyond the deal.Key Points DiscussedFrom CPA to Full-Time Investor: Mat shares how he went from preparing tax returns to flipping homes full time, and how early volume forced him to build systems, teams, and capital partnerships quickly.The 2008 Collapse and Rebuilding from Scratch: When the market turned, Mat chose to honor every investor obligation—even when it meant draining his credit cards. That decision shaped his future and his investor base.Why He Pivoted from Flips to Funds: After managing dozens of projects, Mat realized the value of recurring income over transactional revenue. He now focuses on debt funds and asset-backed lending strategies.Raising Capital Through Fund-of-Funds: Mat now teaches syndicators how to legally and effectively raise capital using a fund-of-funds model. He breaks down the structure, compliance, and investor psychology that makes it work.What He’d Do Differently: Mat reflects on the systems he wishes he’d built earlier—including investor CRM tools and back-office infrastructure—and how it would’ve saved him stress and capital raising headaches.Guest InformationName: Mathew OwensRole: Founder at OCG PropertiesLinkedIn: Mathew OwensWebsite: OCG PropertiesConclusionMathew Owens’ story is a rare blend of scale, integrity, and resilience. From losing everything in 2008 to raising $150M+ in private capital, his journey is packed with lessons on trust, reinvention, and sustainable growth. Whether you’re raising capital for your first fund or looking to build long-term investor relationships, this episode is filled with hard-earned insights you won’t want to miss.

Episode SummaryIn this episode of Groundbreakers, Mitchell Rice, founder of Elkstone Capital, shares how he went from a sales intern to raising $7M for a $27M multifamily deal—before he ever quit his W2. Mitch walks through how that first deal gave him a seat at the table, what he learned working inside the LDS Church’s real estate investment division, and how he now approaches hotel-to-multifamily conversions across the U.S.His story is a masterclass in resourcefulness, long-term thinking, and how to break into real estate by solving real problems for experienced operators.Key Points DiscussedBreaking Into Syndication. Mitch’s journey started by cold calling sponsors and offering to help. When a deal was at risk of losing $350K in earnest money, Mitch stepped in and helped raise the missing $7M—earning a co-GP spot and kickstarting his career.Hotel-to-Multifamily Strategy. Through Elkstone Capital, Mitch focuses on converting extended-stay hotels into workforce housing. He breaks down the underwriting, entitlement, and capex strategies that make these deals work in today’s environment.What It’s Like Inside a $100B Real Estate Org. Mitch shares lessons from his time at Property Reserve, Inc., the real estate arm of the LDS Church. From underwriting standards to asset class diversification, this experience shaped how he evaluates deals today.Creative Capital and Hard Lessons. Whether it’s seller-financed deals at 4.5% interest or learning how to communicate fees to a $70M investor who walked away, Mitch shares candid stories about what works—and what doesn’t—when raising capital.Guest InformationName: Mitchell RiceRole: Founder at Elkstone CapitalLinkedIn: Mitchell RiceWebsite: Elkstone CapitalConclusionMitchell Rice’s journey is proof that you don’t need decades of experience or a huge track record to add value and earn your place in this business. By staying resourceful, focused, and relentlessly helpful, Mitch carved out his own lane—and is now scaling it on his terms.Connect with Mitch on LinkedIn or visit Elkstone Capital to learn more about his approach to hotel conversions and capital raising.

Episode SummaryIn this episode of Groundbreakers, Zach Bagby and Courtney Erickson, co-founders of ZB3 Real Estate, share how they’ve built a $5M+ real estate portfolio across Colorado and the Midwest—all while working full-time in tech.Zach works at Medley. Courtney is at Visa. And together, they’re scaling ZB3 through careful underwriting, creative deal structuring, and a long-term thesis that embraces market volatility. From buying back a property they sold to navigating a tenant situation that made the local news, they’ve learned by doing—and built a system that balances career, capital, and cash flow.Key Points DiscussedBuilding While Working Full-Time: Zach and Courtney share how they’ve closed five real estate deals without leaving their day jobs, and how their W2 income has been a strategic advantage during a tough market cycle.The Buy-Sell-Buy Deal: One of their early deals involved buying a fourplex for $900K, selling it for $1.3M, then buying it back for $1M—showing the value of staying close to the deal and trusting your thesis.Operational Lessons from Crisis: After a tenant incident went viral and made the news, Zach and Courtney learned the value of hands-on management, emergency response systems, and having the right team on speed dial.Underwriting in Today’s Market: ZB3 is staying disciplined while others overpay. They’ve walked away from dozens of deals, focusing instead on long-term cash flow and operator-friendly financing structures.Survive, Then Scale: Their thesis? “Survive 25. Fix in 26. Heaven in 27.” It’s about putting in the reps now so they’re in position to win when the next cycle turns.Guest InformationNames: Zach Bagby & Courtney EricksonRole: Co-Founders at ZB3 Real EstateLinkedIn: Zach Bagby | Courtney EricksonWebsite: ZB3 Real EstateConclusionZach and Courtney’s story is proof that you don’t need to quit your job to scale a meaningful real estate portfolio. With discipline, a strong partnership, and a willingness to learn through experience, they’re building something special—one deal at a time.Connect with Zach and Courtney on LinkedIn or visit ZB3 Real Estate to learn more about their journey and future projects.

Episode SummaryIn this episode of Groundbreakers, Ryo Ishida, Managing Partner at Rainbow Capital Partners, shares how he’s unlocking alpha by backing overlooked operators and investing in underfunded markets. From working construction in high school to deploying over $100M in capital, Ryo’s journey is a masterclass in identifying market inefficiencies and betting on long-term trends.Ryo breaks down his firm’s investment thesis, how they built a 1,200+ person investor community, and why diverse teams consistently outperform in commercial real estate.Key Points DiscussedBacking Underrepresented Operators: Ryo explains how Rainbow Capital focuses on funding diverse sponsors—often people of color, women, and LGBTQ operators—who are driving strong returns but remain undercapitalized by institutional investors.Finding Alpha in “Unsexy” Markets: Instead of chasing hot multifamily deals, Rainbow looks for opportunity in mobile homes, self-storage, mental health housing, and overlooked regions like Southeast LA and Baltimore.The Power of Community: By reserving 10% of each deal for non-institutional investors, Rainbow has built a community that fuels both capital and deal flow—creating a flywheel effect for sourcing opportunities.Lessons from the Downturn: Ryo shares how avoiding mezzanine debt, betting on long-term trends, and sticking to capital-efficient deals has helped Rainbow thrive during market corrections.What Makes a Great Operator: Ryo looks for hustle, creativity, and financial fluency. He prefers operators who’ve raised from friends and family and are ready to scale—bringing a startup mindset to real estate.Guest InformationName: Ryo IshidaRole: Managing Partner at Rainbow Capital PartnersLinkedIn: Ryo IshidaWebsite: Rainbow Capital PartnersConclusionRyo Ishida’s story is a powerful reminder that real estate is still full of hidden opportunity—if you’re willing to go where others won’t. His approach to building a values-driven, data-backed investment firm shows how community, diversity, and long-term thinking can outperform the status quo.Connect with Ryo on LinkedIn or check out Rainbow Capital’s quarterly webinars to learn more about their work funding the next generation of real estate operators.