Path To Passive: Real Estate Investing For Technology Professionals

Steven Arita

Welcome to "Path To Passive: Real Estate Investing for Tech Professionals," the podcast that helps tech-savvy individuals secure their financial future through real estate. In the fast-paced world of technology, it's easy to overlook the power of real estate as a source of passive income. This podcast is here to change that. In each episode, we'll break down real estate investment strategies in plain language, tailored to tech professionals like you. We'll cover topics like how to use your tech skills to make data-driven property decisions, generate passive income, manage risks, and maximize tax benefits. Plus, you'll hear inspiring success stories from fellow techies who've achieved financial freedom through real estate. Hosted by real estate experts with tech backgrounds, "Path To Passive" simplifies real estate investing, making it accessible to anyone looking to create a passive income stream. Subscribe now and start your journey to financial independence through real estate. Your path to passive income begins here!

  1. 4D AGO

    #138 - Direct Capital Raising Wins Bigger Investor Checks with Derek Vickers

    Send us Fan Mail What if the key to building a $130M real estate portfolio wasn't a Wall Street background — but pure, relentless persistence from a small-town kid who once had to choose between a 20-oz and an 8-oz Red Bull because he couldn't afford both? In this episode of Path to Passive, host Steven Arita sits down with Derek Vickers, mobile home park investor, fund manager, and operator of over 2,000 units across 40+ communities.  Derek shares the raw, unfiltered story of how he went from selling insurance and cold-calling mobile home park owners on a list he found himself, to launching a $20 million fund — after getting turned down by a friend who told him his $50K wasn't enough to invest.  Spoiler: Derek's response was to go buy the parks himself.  Listeners will learn how Derek applied Grant Cardone's 10X philosophy to real estate acquisitions, why underestimating effort is the #1 reason most people quit before they break through, and how shifting from syndications to a fund model opened the door to million-dollar check writers who actually prefer you to skip the small talk and just ask the direct question.  Derek also breaks down his portfolio aggregation thesis — why he believes there are fewer than 10 years left of mom-and-pop mobile home park deals — and what he's doing now to position for institutional buyers.  Whether you're a W-2 tech professional thinking about passive income through commercial real estate, or you're already a few deals in and wondering how to scale, this conversation is packed with mindset shifts and tactical frameworks you can apply immediately.  By the end of this episode, you'll walk away with a sharper understanding of how to build momentum in mobile home park investing, how to raise capital without being transactional, and why the size of your vision matters less than your willingness to keep moving forward until the light hits. Connect with Derek: 🔗 LinkedIn: https://www.linkedin.com/in/derek-vickers-0774b146/ 🔗 Instagram: https://www.instagram.com/derekvickers885/ 🔗 Facebook: https://www.facebook.com/derek.vickers.14 🌐 Company Website: https://vicktorycapital.com/home2 Episode Highlights: 0:32 – Intro: What is Path to Passive and who is it for? 0:56 – Meet Derek Vickers: 2,000+ units, 40+ mobile home park communities, and $130M+ in assets under management. 2:58 – How Derek self-taught real estate underwriting through Grant Cardone's Real Estate Mondays and why the math just clicked for him. 4:04 – The rejection that started it all: A friend said his $50K wasn't enough to invest — so Derek went and bought the parks himself. 7:40 – The 10X mindset shift: Why Derek stopped making 15 calls a day, hired callers, and scaled his outreach to win through sheer volume. 16:53 – Raising capital without being transactional: How belief in your deal removes the fear of asking investors for money directly. 12:19 – From JV deals to syndications to a $20M fund: How Derek's capital structure evolved as he scaled to 40+ parks. 28:59 – Why Derek believes there are fewer than 10 years left of mom-and-pop mobile home park deals — and how he's positioning for institutional buyers. 39:49 – What the version of Derek who couldn't afford a Red Bull would think of everything he's built — family, health, and freedom included. 42:31 – Outro — Share this with your tech friends who you think would benefit from learning about passive income and alternative real estate investments.  For more resources and guides, check these out: Crack the Code https://www.aritacapital.com/crack-the-code/ Investor 101 https://www.aritacapital.com/investor-101-resource/ Due Diligence Resource https://www.aritacapital.com/dd-checklist-resource/ If you want to learn more, reach out at: Email: steven@aritacapital.com LinkedIn:  https://www.linkedin.com/in/aritasteven/ IG:  https://www.instagram.com/the.real.arita

    40 min
  2. MAY 8

    #137 - Structure Over Deals: Real Estate Profit Strategy with Cherif Medawar

    Send us Fan Mail Your W-2 salary is a great start, but it was never designed to build the kind of wealth that lets you step back and live life on your own terms.  In this episode of Path to Passive, host Steven sits down with Cherif Medawar — a real estate investor, fund manager, and educator with 35+ years of experience. He has completed hundreds of transactions and built a $100M+ portfolio across the U.S. and Puerto Rico, including historic commercial assets in Old San Juan.  Cherif's path to passive income didn't start with capital or connections, it started with a $2.25 apple.  Working as a management trainee at the Century Plaza Hotel in Los Angeles (once called the Western White House), Cherif charged a billionaire for an apple at 2 AM instead of comping it — and that single act of integrity got him hired as the man's right-hand man for the next eight years, learning how to manage properties across the globe from Martinique to Paris.  In this conversation, Cherif unpacks the exact framework — strategy, structure, system, automation, scale, and sustainability — that took him from hotel employee to managing a $100M real estate portfolio in Old San Juan, Puerto Rico.  He breaks down the critical difference between syndications and real estate funds, explains why tech professionals are uniquely positioned to build wealth faster than almost anyone else, and reveals why "money is in the structure" — not the deal.  You'll also hear Cherif's personal story of navigating the sudden loss of his wife while managing a multi-jurisdictional estate across three countries, and how he used the same GPS-like framework to rebuild and reach total financial freedom.  Whether you're a software engineer at a FAANG company or a high-earning tech professional ready to stop trading time for money, this episode gives you a clear, actionable path from W-2 income to passive income — without having to become a full-time real estate expert. Connect with Cherif: 🔗 LinkedIn: https://www.linkedin.com/in/cherifmedawar/  🌐 Company Website: https://www.cherifmedawar.com/ 🎥 Youtube: https://www.youtube.com/user/cherifmedawar1  Episode Highlights: [0:39] – Intro [2:16] – How Cherif got spotted by a billionaire at the Century Plaza Hotel — and why charging him $2.25 for an apple launched an 8-year mentorship that changed everything. [11:07] – Cherif reveals why "money is in the structure" — and breaks down the exact Strategy → Structure → System → Automation → Scale → Sustainability framework. [16:58] – Syndication vs. Real Estate Fund explained — why the fund model gives you more flexibility, less risk, and keeps all the upside for you. [18:47] – How to set up a debt fund that pays investors fixed returns of 6–10% while you compound wealth and never have to sell your properties. [32:03] – The Old San Juan single-tenant strategy that generates 10–15 year corporate-guaranteed leases — and how Cherif spotted the opportunity before anyone else. [37:44] – The 3 stages of money every tech professional must move through: work for money, work the money, then — Share this with your tech friends who you think would benefit from learning about passive income and alternative real estate investments.  For more resources and guides, check these out: Crack the Code https://www.aritacapital.com/crack-the-code/ Investor 101 https://www.aritacapital.com/investor-101-resource/ Due Diligence Resource https://www.aritacapital.com/dd-checklist-resource/ If you want to learn more, reach out at: Email: steven@aritacapital.com LinkedIn:  https://www.linkedin.com/in/aritasteven/ IG:  https://www.instagram.com/the.real.arita

    59 min
  3. MAY 1

    #136 - Delaware Statutory Trusts: A 1031 checklist with Ashley Romiti

    Send us Fan Mail If you're a W-2 tech professional sitting on a rental property you're tired of managing, this episode is your exit strategy.  Host Steven Arita sits down with Ashley Romiti, president and founder of GCA 1031 and a 15-year commercial real estate veteran, to break down Delaware Statutory Trusts (DSTs): the powerful but under-the-radar tax strategy that lets real estate investors sell their properties, defer capital gains taxes through a 1031 exchange, and step into fully passive institutional-grade investments.  Ashley explains exactly how DSTs work as replacement properties in a 1031 exchange, what asset classes are available (multifamily, industrial, net-leased retail, and more), and why these deals are structured to protect capital preservation not chase outsize returns.  You'll learn the difference between a traditional DST exit and a 721 UPREIT strategy for long-term estate planning, how to avoid the costly mistake of waiting until after closing to start your DST planning, and why having options across multiple sponsors matters more than just picking a big name.  Ashley even shares a memorable origin story — from aspiring doctor to social worker to landing at Marcus & Millichap after running the math on a $60K grad school bill for a $28K salary, and the moment she posed for a photo holding $20,000 cash from her very first commercial deal.  Whether you're a tech professional curious about passive real estate income, a landlord exhausted by weekend maintenance calls, or someone mid-exchange with "boot" left over, this episode gives you a clear, jargon-free roadmap to your next move. Connect with Ashley: 🔗 LinkedIn: https://www.linkedin.com/in/ashley-romiti-dst/  🌐 Company Website: https://www.gca1031.com/ 📱 Cellphone#: 9492355606 Ashley Romiti offers securities through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. GCA 1031 is independent of CIS. Concorde is headquartered at 3909 Research Park Drive, Suite 200, Ann Arbor, MI 48108. This podcast is for informational purposes only, does not constitute as investment advice, and is not legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.  Episode Highlights: [0:34] – Intro: What is Path to Passive and who it's for [0:58] – Meet Ashley Romiti: 15-year commercial real estate veteran and founder of GCA 1031 [7:25] – DSTs Explained: What a Delaware Statutory Trust is and why it's the ultimate passive real estate vehicle for tired landlords [23:36] – Critical Mistake: Why you MUST start your 1031 exchange before closing — not after [27:08] – Due Diligence Deep Dive: How to evaluate a DST at the sponsor, property, and trust level [28:56] – Return on Equity Check: How to know when your rental property is no longer worth managing [29:36] – What Is "Boot"? How leftover 1031 exchange funds can be a low-risk way to test a DST investment [35:16] – Pro Tip: Start planning before you list — why early strategy conversations change outcomes [36:32] – Outro: How to connect with Ashley and find resources at — Share this with your tech friends who you think would benefit from learning about passive income and alternative real estate investments.  For more resources and guides, check these out: Crack the Code https://www.aritacapital.com/crack-the-code/ Investor 101 https://www.aritacapital.com/investor-101-resource/ Due Diligence Resource https://www.aritacapital.com/dd-checklist-resource/ If you want to learn more, reach out at: Email: steven@aritacapital.com LinkedIn:  https://www.linkedin.com/in/aritasteven/ IG:  https://www.instagram.com/the.real.arita

    36 min
  4. APR 24

    #135 - Tax Liens vs Rentals: Higher Returns Less Management with Brian Seidensticker

    Send us Fan Mail What if the most overlooked real estate investment strategy has been hiding in plain sight at your local courthouse?  In this episode of Path to Passive, host Steven Arita sits down with Brian Seidensticker, aerospace engineer turned entrepreneur, founder of Tax Sale Resources, and co-founder of Mount North Capital — to pull back the curtain on tax lien and tax deed investing for W-2 tech professionals looking to build passive income outside the stock market.  Brian shares how he stumbled into this niche the hard way: after getting upside down on house flips during the 2008 crash, he started receiving dozens of tax lien notices on his own properties and that accidental education changed everything.  You'll learn exactly how tax liens work (hint: it's nothing like IRS liens), why counties across the country are essentially offering investors a collateralized, interest-bearing micro-loan opportunity, and why the vast majority of property owners pay up before you ever have to think about foreclosure.  Brian also breaks down the two distinct investment paths — buying liens vs. buying tax deeds at auction and explains how a recent Supreme Court ruling reshaped the entire landscape.  For tech professionals who love data and scalability, Brian explains how Tax Sale Resources aggregates over 8,000 national sales and 2 million properties into one platform, and how his $50M fund through Mount North Capital lets accredited investors tap into tax deed returns completely passively.  By the end of this episode, you'll have a clear roadmap for whether you should start as a passive fund investor, an active lien buyer, or work your way toward a capital partnership  all without needing a license or a finance degree. Connect with Brian: 🔗 LinkedIn: https://www.linkedin.com/in/brian-seidensticker-90117021/  🌐 Company Website: https://www.lastbestpartners.com/companies/mount-north-capital 🌐 Company Website: https://www.taxsaleresources.com/  Episode Highlights: [0:47] – Intro Welcome to Path to Passive — building wealth through real estate investing for tech professionals. [1:10] – Meet Brian Seidensticker Founder of Tax Sale Resources and Mount North Capital shares how aerospace engineering led him to real estate — and eventually tax liens. [2:41] – Brian's Origin Story How getting upside down on house flips during the 2008 crash and receiving tax lien notices accidentally launched his investing career. [6:23] – Tax Sale Resources Is Born Brian explains how his internal data process became a national platform tracking auctions and properties across the country. [7:54] – Tax Liens 101 A clear breakdown of what property tax liens actually are, how the county-investor-homeowner relationship works, and why it's a win for all three parties. [13:28] – Two Investment Paths The critical difference between buying tax liens (interest-bearing certific — Share this with your tech friends who you think would benefit from learning about passive income and alternative real estate investments.  For more resources and guides, check these out: Crack the Code https://www.aritacapital.com/crack-the-code/ Investor 101 https://www.aritacapital.com/investor-101-resource/ Due Diligence Resource https://www.aritacapital.com/dd-checklist-resource/ If you want to learn more, reach out at: Email: steven@aritacapital.com LinkedIn:  https://www.linkedin.com/in/aritasteven/ IG:  https://www.instagram.com/the.real.arita

    32 min
  5. APR 17

    #134 - Multifamily Income Caps, Businesses Scale Revenue with Reed Goossens

    Send us Fan Mail What if the key to building real wealth isn't quitting your W-2 job — it's using it as a strategic launchpad? In this episode of Path to Passive, host Steven Arita sits down with Reed Goossens, Australian-born real estate entrepreneur, syndicator, and author of Investing in the U.S., who has scaled from a single triplex to over 1,000 units syndicated through his firm RSN Property Group.  Reed shares the mindset shifts, identity breakthroughs, and tactical pivots that took him from structural engineer to full-time investor — and how his visa status actually forced him to make smarter moves with his W-2 instead of abandoning it too soon.  You'll hear why Reed believes your current job is one of your most underrated assets, how he used brand building and podcasting to accelerate trust with investors long before personal branding was a buzzword, and why he's now acquiring accounting firms as his next business move — a surprisingly strategic play that's all about ambiguity, cash flow, and cross-selling to high-net-worth clients.  There's even a gem about his dad, a high school math teacher who retired comfortably at 62 — not from a fancy salary, but from a simple, disciplined approach to investing.  Whether you're a tech professional sitting on a healthy salary wondering what to do next, or an accredited investor looking to diversify beyond index funds, Reed lays out a clear framework: stay educated, dollar-cost average your way into real assets, and build a business ecosystem that gives you control when markets don't cooperate.  This episode will shift how you think about your income, your W-2, and your path to financial freedom. Connect with Reed: 🔗LinkedIn: https://www.linkedin.com/in/reed-goossens/  🔗Instagram: https://www.instagram.com/reedgoossens/  🌐Company Website: https://rsnpropertygroup.com/  🌐Personal Website: https://reedgoossens.com/  Email: reed@rsnpropertygroup.com Episode Highlights: [0:42] – Intro [6:58] – How Reed used his W-2 as a strategic launchpad — not a trap — while building his real estate portfolio from the ground up. [8:47] – Why your current job is one of your most underused assets, and how staying employed smarter accelerates your path to passive income. [12:18] – Reed's pivot to acquiring accounting firms and why fragmented, low-tech businesses offer the cash flow and ambiguity that multifamily can't right now. [15:28] – The real reason Reed started his podcast in 2014 — building a personal brand that no market crash can take away. [15:27] – How technology eroded the profit margins in multifamily and why the edge has shifted to asset classes where data is still thin. [30:55] – Reed's honest take on today's real estate market — why he sees 2017–2018 pricing again and what that means for accredited investors sitting on cash. [35:26] – Dollar-cost averaging your way into real assets: Reed's simple, proven framework for W-2 tech professionals who are time-poor but capital-ready. [41:00] – Outro Share this with your tech friends who you think would benefit from learning — Share this with your tech friends who you think would benefit from learning about passive income and alternative real estate investments.  For more resources and guides, check these out: Crack the Code https://www.aritacapital.com/crack-the-code/ Investor 101 https://www.aritacapital.com/investor-101-resource/ Due Diligence Resource https://www.aritacapital.com/dd-checklist-resource/ If you want to learn more, reach out at: Email: steven@aritacapital.com LinkedIn:  https://www.linkedin.com/in/aritasteven/ IG:  https://www.instagram.com/the.real.arita

    41 min
  6. APR 10

    #133 - Match Capital with Operators, Reduce Deal Risk with Joe Downs

    Send us Fan Mail What's hiding in plain sight in your own backyard could be the commercial real estate opportunity most W-2 tech professionals have never considered.  In this episode of Path to Passive, host Steven Arita sits down with Joe Downs, founder of Belrose Group who went from owning a bar to building a portfolio of 20-plus self-storage facilities and pioneering an entirely new asset class called pro storage.  Joe breaks down why the explosive growth of e-commerce — think Amazon losing 25% of sales if they can't deliver same-day — is squeezing contractors, small businesses, and tradespeople out of traditional warehouse space and creating a massive demand gap that pro storage is built to fill.  You'll hear the classic story of a father-son electrician team making do with two cramped self-storage units, and why that image became the spark for Joe's Store Pro development in Greenville, South Carolina.  Beyond the real estate, Joe shares how Dan Sullivan's Strategic Coach framework and the Who Not How philosophy transformed the way he builds teams, delegates ruthlessly, and focuses on his unique ability — and why that mindset matters just as much for passive investors as active operators.  He also dives deep into how AI is reshaping self-storage investing, from GPTs that cut market analysis from 45 minutes to five seconds to AI-powered LOI emails built on persuasion principles that turn lowball offers into respectful conversations.  Whether you're a tech professional looking to deploy capital passively or curious about active self-storage deals, this conversation will sharpen your thinking, expand your commercial real estate playbook, and show you exactly why pro storage is the niche worth watching right now. Connect with Joe: 📧 Email: joe@bellroseam.com 🌐 Website: https://storagemoguls.ai/ Episode Highlights: [0:35] – Intro: Welcome to Path to Passive — building wealth through commercial real estate for tech professionals. [0:59] – Meet Joe Downs: Founder of Belrose Group shares his background, self-storage portfolio of 20+ facilities, and entrepreneurial philosophy. [4:53] – "An idiot with some grit": Joe reflects on resilience, reinvention, and why W-2 listeners are more like him than they think. [9:12] – Who Not How & Unique Ability: How Dan Sullivan's Strategic Coach framework transformed Joe's team-building and helped him stop doing work he's bad at. [25:09] – What Is Pro Storage? Joe breaks down the gap between traditional self-storage and small bay flex — and the underserved tenants stuck in the middle. [27:23] – The E-Commerce Squeeze: Why Amazon's same-day delivery race is pushing contractors and small businesses out of warehouse space and into pro storage. [37:46] – Storage Moguls Platform: Joe unveils his new community matching passive capital investors with active deal operators — with Belrose overseeing every transaction. [41:57] – — Share this with your tech friends who you think would benefit from learning about passive income and alternative real estate investments.  For more resources and guides, check these out: Crack the Code https://www.aritacapital.com/crack-the-code/ Investor 101 https://www.aritacapital.com/investor-101-resource/ Due Diligence Resource https://www.aritacapital.com/dd-checklist-resource/ If you want to learn more, reach out at: Email: steven@aritacapital.com LinkedIn:  https://www.linkedin.com/in/aritasteven/ IG:  https://www.instagram.com/the.real.arita

    50 min
  7. APR 3

    #132 - Cap Rate Spread: Safer Real Estate Leverage with Mike Zlotnik

    Send us Fan Mail If you're a W-2 tech professional wondering why your stock portfolio feels like a rollercoaster with no seatbelt, this episode is going to change how you think about building real wealth.  Host Steven Arita sits down with Mike Zlotnik — chess master, former software engineer, fund manager at TF Management Group, and the man behind BigMikeFund.com — who traded midnight software deployments for what he calls "asymmetric return opportunities" in private real estate.  In this conversation, Mike breaks down exactly why private real estate investing offers something the stock market simply can't: the ability to make money on the buy.  You'll learn how cap rates and interest rate spreads create a margin of safety, why cash-flowing assets like industrial triple-net leases and open-air shopping centers are outperforming volatile multifamily plays right now, and how Ray Dalio's "Holy Grail" of non-correlated assets applies directly to your W-2 tech salary.  Mike also shares the story of his chess-master friend in Boston who quietly built a real estate empire with zero mortgage — ever — and why Mike thinks that's both insane and admirable.  Plus, get a sneak peek at his upcoming book, Predictably Wealthy, and why AI's deflationary effect on the economy may actually be great news for real estate investors long-term.  Whether you're considering your first passive investment or looking to right-size your portfolio, you'll walk away with a clear, actionable framework — and the confidence to finally pull the trigger. Connect with Mike: 🌐Website: https://bigmikefund.com/ 📖 Upcoming Book Predictably Wealthy: Sign up at https://bigmikefund.com/ to get a copy when it launches. Episode Highlights: [0:38] – Intro: Welcome to Path to Passive [1:01] – Meet Mike Zlotnik: From chess master and tech engineer in Moldova to full-time real estate fund manager. [3:41] – The tech burnout pivot: How Mike made the leap from 15 years in software startups to real estate full time. [12:30] – Speculation vs. investing: Why chasing ground-up development is gambling — and what Benjamin Graham taught Warren Buffett about real safety. [14:07] – Cap rates 101: A simple breakdown of how cap rates and interest rate spreads determine real cash flow and margin of safety. [16:33] – Making money on the buy: Why private real estate's market inefficiency lets you acquire assets below value — something the stock market never allows. [29:13] – Ready, fire, aim: Mike's action-first framework for first-time passive investors who are stuck in analysis paralysis. [36:12] – AI meets real estate: Why Mike believes AI's deflationary impact could drive down inflation and interest rates — and what that means for your portfolio. [43:42] – Outro: Subscribe and connect with Path to Passive — Share this with your tech friends who you think would benefit from learning about passive income and alternative real estate investments.  For more resources and guides, check these out: Crack the Code https://www.aritacapital.com/crack-the-code/ Investor 101 https://www.aritacapital.com/investor-101-resource/ Due Diligence Resource https://www.aritacapital.com/dd-checklist-resource/ If you want to learn more, reach out at: Email: steven@aritacapital.com LinkedIn:  https://www.linkedin.com/in/aritasteven/ IG:  https://www.instagram.com/the.real.arita

    47 min
  8. MAR 27

    #131 - SPVs: Predictable Passive Investing with Jeremy Neilson

    Send us Fan Mail If you thought investing in private deals was only for people with hundred-million-dollar venture funds and a team of lawyers on speed dial — this episode will change that.  In this conversation on the Path to Passive podcast, host Steven Arita sits down with Jeremy Neilson, an attorney-turned-private-asset-investing specialist who has personally closed nearly 9,000 SPVs, processed over 10,000 tax returns, and helped onboard upward of 300,000 investors since getting a cold call from a 6-person AngelList in 2013 — while pushing his kid on a backyard swing.  Jeremy breaks down exactly what a special purpose vehicle (SPV) is, why private assets are actually larger than public markets, and how the complexity hiding inside these simple-sounding structures is precisely why most people underestimate them.  You'll learn how Jeremy built Sally (sally.co), his fifth-generation SPV software platform, to automate everything from entity setup and KYC compliance to document signing, wire reconciliation, and K-1 tax distribution — all in one place.  He also shares a wild trend reshaping private investing: the rise of the "fund of one," where a solo investor can wrap their deals inside a $500 SPV and sell their seat in an OpenAI or SpaceX cap table without ever needing anyone's permission.  Whether you're a W-2 tech professional exploring syndications for the first time or an operator trying to stop drowning in manual workflows, this episode gives you a clear picture of what happens behind the curtain — and why understanding it makes you a smarter, more confident investor. Connect with Jeremy: 🔗 LinkedIn: https://www.linkedin.com/in/jeremyneilson/ 🌐 Company Website: https://sally.co/  🎥 YouTube: https://www.youtube.com/@AllThingsSPVs Episode Highlights: [0:50] – Intro: Welcome to Path to Passive — building wealth through private asset investing for tech professionals. [2:22] – Meet Jeremy Neilson, attorney-turned-SPV specialist with nearly 9,000 deals closed and a platform built from scratch. [3:41] – SPV 101: Jeremy breaks down exactly what a Special Purpose Vehicle is and why it's simpler than it sounds. [5:42] – Private assets are actually larger than public markets — most investors don't know this. [12:13] – The AngelList cold call: Jeremy was pushing his kid on a swing when a 6-person AngelList changed the trajectory of private investing. [27:33] – How Sally automates everything — entity setup, KYC, document signing, wire reconciliation, and K-1s — with one click. [28:33] – 506C explained: how to legally advertise your deal to the entire world and what accredited investor verification looks like. [37:27] – The "fund of one" concept: how solo investors can wrap deals in a $500 SPV and sell their seat in OpenAI or SpaceX without anyone's permission. [44:22] – Jeremy's closer: "I'm the smartest, I have the best software, and I'm the best price. Trifecta." [47:27] – Outro: Where to find Jeremy at sally.co and the All Things SPVs YouTube channel. [47:27] – Outro: Thanks for listening — see you next week on Path to Pass — Share this with your tech friends who you think would benefit from learning about passive income and alternative real estate investments.  For more resources and guides, check these out: Crack the Code https://www.aritacapital.com/crack-the-code/ Investor 101 https://www.aritacapital.com/investor-101-resource/ Due Diligence Resource https://www.aritacapital.com/dd-checklist-resource/ If you want to learn more, reach out at: Email: steven@aritacapital.com LinkedIn:  https://www.linkedin.com/in/aritasteven/ IG:  https://www.instagram.com/the.real.arita

    48 min
5
out of 5
5 Ratings

About

Welcome to "Path To Passive: Real Estate Investing for Tech Professionals," the podcast that helps tech-savvy individuals secure their financial future through real estate. In the fast-paced world of technology, it's easy to overlook the power of real estate as a source of passive income. This podcast is here to change that. In each episode, we'll break down real estate investment strategies in plain language, tailored to tech professionals like you. We'll cover topics like how to use your tech skills to make data-driven property decisions, generate passive income, manage risks, and maximize tax benefits. Plus, you'll hear inspiring success stories from fellow techies who've achieved financial freedom through real estate. Hosted by real estate experts with tech backgrounds, "Path To Passive" simplifies real estate investing, making it accessible to anyone looking to create a passive income stream. Subscribe now and start your journey to financial independence through real estate. Your path to passive income begins here!

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