BigMikeFund

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

Big Mike Fund podcast

  1. 306: How to Shield Your Wealth Legally Using Wyoming LLCs & Trusts - Mark Pierce

    2d ago

    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

    29 min
  2. 305: Optimizing Your Real Estate Portfolio with Property Llama - Richard McGirr

    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

    27 min
  3. 304: Why Smart Businesses Are Nearshoring to Latin America - Brian Samson

    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/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 🚀 0:10 — 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 & Plugg.tech 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 #MikeZlotnik #BrianSamson #RealEstateInvesting #Nearshoring #ArtificialIntelligence #SoftwareEngineering

    28 min
  4. 303: Why Mobile Home Parks are the #1 Recession-Proof Asset in 2026 - Gabe Petersen

    Jun 3

    303: Why Mobile Home Parks are the #1 Recession-Proof Asset in 2026 - Gabe Petersen

    In this episode of the Big Mike Fund Podcast, Mike Zlotnik sits down with Gabe Petersen, a former Microsoft project manager turned real estate mogul. Gabe is the founder of Kaizen Properties and the host of the top-ranked podcast, The Real Estate Investing Club. With a portfolio of over 10 commercial properties—including mobile home parks, RV parks, and self-storage—Gabe reveals the systematic approach he used to exit corporate America and achieve true flexibility. We dive deep into his "off-market" acquisition secrets, his unique $500 dealer incentive marketing model, and why he views land-lease assets as the ultimate wealth-builder for 2026. STOP! Your free eBook is ready. 🎁🚀 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: Big Mike Welcomes Gabe Petersen 💻 1:15 – The Microsoft Years: Why Corporate America Wasn’t the Goal 🏘️ 5:30 – Why Mobile Home Parks? The Stability of Land-Lease Models 🚐 12:45 – Scaling to 10+ Properties: Diversifying into RV & Storage 📣 18:20 – Off-Market Deals: Cold Calling and Online Maps Mastery 🏗️ 24:10 – The "Pad Prep" Secret: Scaling Occupancy in San Antonio 💵 28:50 – Marketing Gems: The $500 Dealer Incentive Strategy 🛠️ 31:45 – Seller Financing: How to Structure a 20-Year Interest-Only Note 🔗 33:00 – Conclusion: Join The Real Estate Investing Club Socials & Contact Links Connect with Gabe: Website: www.TheRealEstateInvestingClub.com LinkedIn: https://www.linkedin.com/in/gabe-petersen/ Tempo Social and Other 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. #MikeZlotnik #GabePetersen #MobileHomeParks #RVParks #SelfStorage #RealEstateInvesting #PassiveIncome #BigMikeFund #MHPInvesting

    37 min
  5. 302: Why Real Estate is the Ultimate Vehicle for Family Freedom - Wayne Courreges III

    May 27

    302: Why Real Estate is the Ultimate Vehicle for Family Freedom - Wayne Courreges III

    In this episode of the Big Mike Fund Podcast, "Big Mike" Zlotnik sits down with Wayne Courreges III, a former Marine, CBRE veteran, and the founder of CREI Partners. Currently based in Central Texas (but joining from the road in an RV!), Wayne provides a "boots-on-the-ground" look at the 2026 real estate landscape. STOP! Your free eBook is ready. 🎁🚀 Get into the link to get instant access (before we take it down!): ➡️⏳ https://TempoFunding.com/special-report 📌 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 Wayne Courreges III of CREI Partners. 🚐 1:45 - The RV Experiment: Running a Business While Crossing 48 States. 🎖️ 5:20 - Background: From the Marine Corps to 16 Years at CBRE. 🇺🇸 10:15 - Patriotism & Progress: What 9 Months on the Road Taught Wayne About America. 🏘️ 14:40 - 2026 Multifamily Outlook: Doubling Down on the "Receding Supply Wave." 📉 19:10 - The 30% Discount: Analyzing Real Case Studies in San Antonio. ⚖️ 24:35 - Portfolio Guardrails: DSCR Targets and Why "Two-Base Hits" Win. ⚙️ 29:00 - The Complexity of Operations: Why Value-Add is Harder Than it Looks. 🤝 34:15 - Who Before How: The Importance of Vertical Integration. 🏁 38:00 - Conclusion: How to Connect with Wayne and CREI Partners. Connect with Wayne Courreges: Email: WAYNE@CRElPARTNERS.COM Website: WWW.CRElPARTNERS.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: 📧 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 #WayneCourregesIII #CREIPartners #RealEstateInvesting #Multifamily2026 #TexasRealEstate #RVLife #DigitalNomad #MarineVeteran #PassiveIncome #MarketReset #WealthBuilding #BigMikeFund

    44 min
  6. 301: How to Capitalize on the 2026 Multifamily Reset - Lon Welsh

    May 20

    301: How to Capitalize on the 2026 Multifamily Reset - Lon Welsh

    In this episode of the Big Mike Fund Podcast, "Big Mike" Zlotnik sits down with Lon Welsh, the founder of Denver-based Ironton Capital, to break down the most significant investment opportunities of 2026. Lon provides a data-driven look at the residential and commercial sectors, explaining why U.S. multifamily prices have corrected by over 20% and what that means for opportunistic buyers today. The conversation then shifts to a powerful income strategy that is completely non-correlated to the real estate or stock markets: Medical Receivables. STOP! Your free eBook is ready. 🎁🚀 Get into the link to get instant access (before we take it down!): ➡️⏳ https://TempoFunding.com/special-report 📌 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 Lon Welsh of Ironton Capital. 🏛️ 1:15 - 2026 Market Update: Why Multifamily Prices are Off by 20%. 🌊 3:45 - The Supply Wave Peak: When Will Rent Growth Resume?. 📉 6:20 - Comparing Today’s Market to the 2008 Financial Crisis. ⚖️ 9:50 - The Disbalance: Why Operating Costs are High While Rents Flatline. 🏥 12:40 - Introducing Medical Receivables: A Non-Correlated Income Play. 📈 16:10 - How Personal Injury Claims Generate 11-13% Returns. ⚙️ 20:30 - Factoring vs. Buying: The Mechanics of Claims Management. 💧 24:15 - Liquidity, Dividends, and Reinvestment Options in the MTI Fund. 🏁 28:00 - Conclusion: Paying it Forward and How to Connect with Lon Welsh. Connect with Lon Welsh: Email: marketing@irontoncapital.com Website: www.IrontonCapital.com Facebook: @irontoncapital Youtube: @IrontonCapital Instagram: @lonwelsh 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* We provide diversified, conservative commercial real estate investment opportunities for passive investors. Our strategies focus on income, tax efficiency, and capital preservation across multifamily, self-storage, retail, industrial, and lending platforms. #MikeZlotnik #LonWelsh #IrontonCapital #RealEstateInvesting #MultifamilyInvesting #MedicalReceivables

    32 min
  7. 300: Private Money vs. Hard Money: The Secret to 8% Funding for Real Estate Deals - Jay Conner

    May 15

    300: Private Money vs. Hard Money: The Secret to 8% Funding for Real Estate Deals - Jay Conner

    Raising capital doesn’t have to feel like begging—it’s about becoming an educator. In this episode, "Big Mike" Zlotnik sits down with private money expert Jay Conner to discuss the massive shift in the lending landscape. While the commercial and multifamily sectors are facing a major reset, Jay reveals why there is currently a "deep freeze" of capital sitting on the sidelines just waiting for the right single-family deals. Download our complimentary guide: "Ten Things you Need to Know Before You Invest in a Real Estate Fund or Syndication." https://TempoFunding.com/special-report/ Learn our full investment playbook & connect: https://TempoFunding.com/Connect Schedule an investor strategy call: https://TempoFunding.com/IRCall Timestamps 00:00 – Welcome back Jay Conner to the Big Mike Fun Podcast. 01:28 – The "Teacher Cap" Philosophy: Raising money from 47+ private lenders. 03:03 – Market Reset: Why multifamily is struggling while single-family private money is booming. 05:56 – Private Money vs. Hard Money: Understanding the 8% no-points advantage. 07:16 – The 3 Categories of Lenders: Your contacts, BNI networks, and existing lenders. 11:24 – How to Sell Without Selling: The "Diagnosis" conversation script. 13:53 – Raising $969,000 in 90 minutes at a private lender luncheon. 16:19 – Private Credit vs. Equity: Finding high-yield spreads in industrial real estate. 18:48 – The Power of Simplicity: Why a "Confused Mind" always says no. 21:04 – Jay’s Private Money Conference & A-to-Z automation. 23:39 – The 3-Day House Sale: Using lease purchases as a pathway to homeownership. 26:43 – Final Thoughts: Be Your Future Self Now by Dr. Benjamin Hardy. Connect with Jay Conner: Website: JayConner.com Email: info@jayconner.com Facebook: /jay.conner.marketing LinkedIn: /privatemoneyauthority Youtube: Real Estate Investing with Jay Conner 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 offer diversified, conservative real estate investments designed for busy, passive investors. Our strategies include high-depreciation deals, income-focused funds, and hard money lending. We handle everything from private lending to equity and consulting, with a focus on transparency and professional administration. Our investments span multifamily, self-storage, retail, industrial, and hotel conversions—built to be tax-efficient and IRA-friendly. #PrivateMoney #RealEstateInvesting #PassiveIncome

    28 min
  8. 299: Scaling Multifamily with a Value-Add Construction Edge - Jason Balara

    May 6

    299: Scaling Multifamily with a Value-Add Construction Edge - Jason Balara

    In this tactical episode of the Big Mike Fund Podcast, "Big Mike" - Mike Zlotnik sits down with Jason Balara, founder of Lark Capital. Jason shares his journey from working in construction as a teenager in the Los Angeles area to building a multifamily syndication firm focused on high-impact value-add strategies. Download our complimentary guide: How to Choose a Smart Real Estate Investment Fund https://TempoFunding.com/ebook Learn our full investment playbook & connect: https://TempoFunding.com/Connect Schedule an investor strategy call: https://TempoFunding.com/IRCall Timestamps 0:00 - Intro: Mike Zlotnik Welcomes Jason Balara 0:50 - From Teenager in Construction to Real Estate Investor 1:30 - The Transition to Multifamily Syndication in 2020 2:15 - Leveraging a Value-Add Strategy with Construction Expertise 5:40 - The Reality of the Interest Rate Market Shift 12:20 - Understanding Receivership and Bank Negotiations 18:10 - The LTV and DSCR Challenge: Why Good Assets Struggle 25:45 - The Glass Half-Full: Finding Opportunity in Market Distress 29:30 - Conclusion: How to Reach Out to Jason Balara & Lark Capital Contact Jason Balara: Email: Jason@larkcapital.com Website: https://www.larkcapital.com/ Instagram: https://www.instagram.com/jasonbalara_lark/ Facebook: https://www.facebook.com/jason.balara LinkedIn: https://www.linkedin.com/in/jasonbalara/ 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 offer diversified, conservative real estate investments designed for busy, passive investors. Our strategies include high-depreciation deals, income-focused funds, and hard money lending. We handle everything from private lending to equity and consulting, with a focus on transparency and professional administration. Our investments span multifamily, self-storage, retail, industrial, and hotel conversions—built to be tax-efficient and IRA-friendly. #MikeZlotnik #JasonBalara #LarkCapital #MultifamilyInvesting #RealEstateSyndication #ValueAddRealEstate #ConstructionManagement #BigMikeFund #CREMarketUpdate #MarketReset #PropertyInvesting #PassiveIncome #DistressedAssets #RealEstateStrategy

    30 min
See All (290)

4.9
out of 5
12 Ratings

About

Big Mike Fund podcast

Information

  • Creator
    Mike Zlotnik
  • Years Active
    2018 - 2026
  • Episodes
    290
  • Rating
    Clean
  • Copyright
    © 2026 Mike Zlotnik
  • Show Website
    BigMikeFund

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