BigMikeFund

Mike Zlotnik
  • 4.9 (12)
  • Entrepreneurship
  • Updated Weekly

Big Mike Fund podcast

  1. 1d ago

    311: The Secret to Scaling Real Estate Private Equity - Ben Kahle

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

  2. Jul 22

    310: The Lazy 1031 Exchange: Defer Syndication Taxes without a Traditional 1031 - Matt Hamilton

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

    310: The Lazy 1031 Exchange: Defer Syndication Taxes without a Traditional 1031 - Matt Hamilton

  3. Jul 15

    309: The AI Data Center Effect: Why Billion-Dollar Warehouses Are Moving to Texas - Chase MacLeod

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

    309: The AI Data Center Effect: Why Billion-Dollar Warehouses Are Moving to Texas - Chase MacLeod

  4. Jul 8

    308: Maximize Your Investments: A Comprehensive Guide to Flat Fee IRAs - Adam Bergman

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

    308: Maximize Your Investments: A Comprehensive Guide to Flat Fee IRAs - Adam Bergman

  5. Jul 1

    307: The "Renting Dirt" Strategy: Why Investors Love Manufactured Housing Communities - Nasir Ali

    Ali breaks down the evolution from the "trailer park" stigma to modern, high-quality manufactured housing communities. You’ll discover how the industry has shifted toward professional management, institutional financing, and a "vertically integrated" supply chain—allowing operators to take 50% occupied communities to 95%+ occupancy by solving the financing hurdles for residents. Big Mike and Ali also tackle the "800-pound gorilla" in the room: rent control. Learn how investors are navigating challenging regulatory landscapes, leveraging specific ordinance language, and finding high-yield opportunities in secondary and tertiary markets. Get into the link to get instant access (before we take it down!): https://TempoFunding.com/endgame Learn our full investment playbook & connect: https://TempoFunding.com/Connect Book your FREE strategy call to apply these conservative principles to your portfolio: https://TempoFunding.com/IRCall Timestamps 0:00 — Introduction to Ali Nasir & The Legacy of Manufactured Housing 1:25 — Manufactured Housing Communities vs. Mobile Home Parks 4:49 — Why Investors Love "Renting Dirt" (The Simplicity Factor) 5:35 — Overcoming the NIMBY Stigma & Municipal Challenges 8:15 — The Vertically Integrated Supply Chain Model 15:13 — Valuing the Home vs. Valuing the Location 19:39 — Rent Control: Can You Beat the 800-Pound Gorilla? 23:17 — Current Cap Rates & ROI Targets in Today’s Market 28:31 — Why This Asset Class Outshines Everything in a Recession Connect with Ali Nasir Email: info@rise360ventures.com Web: rise360ventures.com Socials & Contact Links Facebook: https://tempofunding.com/facebook Twitter/X: https://tempofunding.com/twitter LinkedIn: https://tempofunding.com/linkedin Instagram: https://www.instagram.com/tempofunding Email: mailto:invest@tempofunding.com *ABOUT US* At Tempo Family of Funds & Syndications, we provide diversified, conservative commercial real estate investment opportunities tailored to meet the needs of busy investors. Our offerings include high depreciation deals, strong income funds for passive investors, and hard money loans. We manage everything from private lending to private equity and consulting. Our commitment to transparent communication, professional administration, and robust partnerships sets us apart. Our investment options span multifamily projects, self-storage, shopping plazas, industrial, hotel conversions, and more. We aim to be your go-to resource for institutional-quality investments that are tax-friendly and IRA-compatible. #ManufacturedHousing #MobileHomeParks #RealEstateInvesting #BigMikeFund #PassiveIncome #AssetProtection #RealEstateDevelopment #RentControl #TempoInvestments #AliNasir

    307: The "Renting Dirt" Strategy: Why Investors Love Manufactured Housing Communities - Nasir Ali

  6. Jun 24

    306: How to Shield Your Wealth Legally Using Wyoming LLCs & Trusts - Mark Pierce

    Mark explains Wyoming's powerful asset protection strategies, including single-member LLCs, charging orders, and the unique "Phantom Distribution" tactic that can discourage creditors. He also discusses protecting multi-generational wealth, combining LLCs with Irrevocable Grantor Trusts for tax efficiency, and advanced planning tools such as Management Services Organizations (MSOs) and estate tax strategies. A Private Offer for Big Mike Fund Podcast Listeners - Free consultation with Mark Pierce: wyomingtrustattorney.com/bigmike Get into the link to get instant access: https://TempoFunding.com/endgame Book your FREE strategy call to apply these conservative principles to your portfolio: https://TempoFunding.com/IRCall Timestamps 0:00 - Intro: Welcome Asset Protection Attorney Mark Pierce0:33 - Why Wyoming is the Best Onshore Offshore Trust Jurisdiction1:42 - Legacy Planning vs. Preventing Internal/External Threats2:23 - Corporate Architecture: Wyoming vs. Delaware vs. Nevada2:53 - Single-Member LLC Protections & Charging Order Shields3:48 - The Phantom Income Strategy: Legal Moves Against Creditors5:39 - Inside Wyoming's Sealed Chancery Court & Trust Anonymity7:35 - Attorney & Trustee Immunity From Out-of-State Lawsuits8:16 - Internal Threats: Protecting Wealth from Multi-Generational Divorce10:03 - Fighting Back Against Out-of-State Subpoenas via Uniform Trust Code11:20 - Irrevocable vs. Revocable Trusts: Retaining Beneficial Control12:10 - Real Estate Tax Plays: Preserving the Step-Up Cost Basis13:09 - External Attack Scenarios: Shielding Assets Beyond Insurance Maxima14:49 - Advanced Estate Tax Mitigation ($15M & $30M Exemptions)16:39 - Complexity Add-Ons: Management Services Organizations (MSOs) & Pension Funds17:58 - The Rockefeller Habits: Next-Gen Mentality vs. Raw Wealth20:00 - A Cautionary Tale: The 14,000-Acre Wyoming Ranch Disaster22:15 - Marketing Truths: Appealing to the Emotional Side of Succession22:55 - How to Book a Consultation with Mark Pierce & Final Thoughts Get in Touch with Mark Pierce: Website: WyomingTrustAttorney.com Instagram: https://www.instagram.com/wyomingtrustattorney/ LinkedIn: https://www.linkedin.com/in/mark-s-pierce/ Substack: https://substack.com/@wyomingtrustattorney  YouTube: https://www.youtube.com/@wyomingtrustattorney  TikTok:  https://www.tiktok.com/@wyomingtrustattorney

    306: How to Shield Your Wealth Legally Using Wyoming LLCs & Trusts - Mark Pierce

  7. Jun 17

    305: Optimizing Your Real Estate Portfolio with Property Llama - Richard McGirr

    In this episode of the Big Mike Fund Podcast, "Big Mike" Zlotnik welcomes Richard McGirr, a Denver-based entrepreneur, four-time founder, and the visionary behind Property Llama. Richard shares his journey from scaling a software consultancy to becoming a sophisticated real estate investor who realized a massive gap in landlord education: the "messy middle" of portfolio management. STOP! Your free eBook is ready. 🎁🚀 Get into the link to get instant access (before we take it down!): ➡️⏳ https://TempoFunding.com/endgame 📌 Learn our full investment playbook & connect: https://TempoFunding.com/Connect 🔑 Book your FREE strategy call to apply these conservative principles to your portfolio: https://TempoFunding.com/IRCall Timestamps 🎙️ 0:00 - Intro: Mike Zlotnik Welcomes Richard McGirr ⛰️ 0:45 - From Software Consultant to Denver Real Estate Investor 🏗️ 1:30 - The Gap in Landlord Education: What Happens After You Buy? 🦙 5:15 - What is Property Llama? Revolutionizing Portfolio Underwriting 📊 10:40 - Spreadsheets vs. Software: Why Manual Tracking Fails ⚖️ 15:20 - The "Hassle" Factor: The Hidden Costs of Rental Maintenance 📉 22:10 - Trapped Equity: Is Your Portfolio Actually Underperforming? 🌟 28:05 - The Memorable Brand: Why the Name "Property Llama" Sticks 🏁 29:45 - Closing Thoughts: How to Connect with Richard & Property Llama Socials & Contact Links Facebook: 📘 https://tempofunding.com/facebook Twitter/X: ✖️ https://tempofunding.com/twitter LinkedIn: 💼 https://tempofunding.com/linkedin Instagram: 📸 https://www.instagram.com/tempofunding Email: 📧 invest@tempofunding.com *ABOUT US* At Tempo Family of Funds & Syndications, we provide diversified, conservative commercial real estate investment opportunities tailored to meet the needs of busy investors. Our offerings include high depreciation deals, strong income funds for passive investors, and hard money loans. We manage everything from private lending to private equity and consulting. Our commitment to transparent communication, professional administration, and robust partnerships sets us apart. Our investment options span multifamily projects, self-storage, shopping plazas, industrial, hotel conversions, and more. We aim to be your go-to resource for institutional-quality investments that are tax-friendly and IRA-compatible. #MikeZlotnik #RichardMcGirr #PropertyLlama #RealEstateInvesting #PortfolioOptimization #PassiveIncome #LandlordTips #RealEstateSoftware #BigMikeFund #EquityManagement #CashFlow #BestEverCRE #DenverRealEstate #WealthBuilding #REI #PropertyAnalysis

    305: Optimizing Your Real Estate Portfolio with Property Llama - Richard McGirr

  8. Jun 10

    304: Why Smart Businesses Are Nearshoring to Latin America - Brian Samson

    Brian shares his incredible journey of living out of a suitcase for an entire year before settling in Hawaii and navigating the harsh realities of coastal real estate. They unpack why Hawaiian real estate offers wild appreciation but terrible cash flow due to the high cost of living and the state's mandatory General Excise Tax. STOP! Your free eBook is ready. 🎁🚀 Get into the link to get instant access (before we take it down!): ➡️⏳ https://TempoFunding.com/endgame 📌 Learn our full investment playbook & connect: https://TempoFunding.com/Connect 🔑 Book your FREE strategy call to apply these conservative principles to your portfolio: https://TempoFunding.com/IRCall Timestamps 🚀 0:10 — Intro: Meet Brian Samson, Founder of Plug Technologies 🌴 1:29 — Living Out of a Suitcase & Settling in Hawaii 🏢 3:44 — Real Estate in Hawaii: Massive Appreciation vs. Negative Cash Flow 💸 4:44 — How the General Excise Tax Kills Hawaiian Cash Flow 🌎 7:43 — Nearshoring to Latin America: Building Plug Technologies 🤖 10:07 — The Threat of AI: Are Software Engineering Jobs Dead? 👨‍💻 12:00 — Why Big Companies Still Need Humans to QA AI Code 📉 13:58 — The Shocking Drop in Stanford CS Placement Rates 💻 19:07 — Building a 100% Remote Global Workforce ⏰ 24:06 — VAs in Latin America vs. The Philippines: The Time Zone Advantage 🤝 25:59 — How to Connect with Brian Samson Get in touch with Brian Samson: Website: https://plugg.tech LinkedIn: 💼   / briansamson   LinkedIn: 💼 https://www.linkedin.com/company/plug..

    304: Why Smart Businesses Are Nearshoring to Latin America - Brian Samson
See All (295)

4.9
out of 5
12 Ratings

About

Big Mike Fund podcast

Information

  • Creator
    Mike Zlotnik
  • Years Active
    2018 - 2026
  • Episodes
    295
  • Rating
    Clean
  • Copyright
    © 2026 Mike Zlotnik
  • Show Website
    BigMikeFund