BigMikeFund

Mike Zlotnik

0.0 (0)
Entrepreneurship
Updated Weekly

Big Mike Fund podcast

6d ago

314: How Physicians Shelter 6-Figures & Build Passive Real Estate Income - Dr. Param Baladandapani

Shift to Creative Value-Add: In today's high-interest-rate environment, traditional value-add strategies (heavy rehabs and rent increases) are being replaced by creative value-add methods, such as property tax exemptions and operational expense reductions. The Land SuUnderwriting Margin of Safety: Defensive underwriting requires fixing debt, prioritizing high Debt Service Coverage Ratios (DSCR), and assuming elevated interest rates will persist long-term. Diversification for Risk Mitigation: Mitigating risk at the bottom of a market cycle is best achieved by diversifying across recession-resilient asset classes (multifamily, manufactured housing, self-storage, medical office) and across multiple geographic markets. 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 - Welcome & introduction to Dr. Param Baladandapani 1:07 - Transitioning from the stock market to $10k/month in real estate passive income 5:00 - Evaluating the 3 investment buckets across the risk-return spectrum 9:34 - Using short-term rentals to generate high gross revenue and tax refunds 14:09 - Bypassing REPS: How the 100-hour material participation rule works 18:17 - Why the current market cycle favors opportunistic buyers 21:44 - Creative value-add strategies: Expense reduction and tax exemptions 24:52 - Managing risk through multi-state and multi-asset class diversification 28:13 - Learning from market peaks and adapting operational strategies Get in Touch with Guest: GenerationalWealthMD: parambalamd.com GW Capital: gwcapital.com • Book a call: gwcapital.com/zoomwithgwcapitalteam GW Gives: parambalamd.com/gwgives Instagram: @generationalwealthmd Facebook Group: facebook.com/groups/generationalwealthmd 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 #DrParamBaladandapani #GenerationalWealthMD #GWCapital #MikeZlotnik #BigMikeFundPodcast #RealEstateInvesting #RealEstateTaxStrategies #ShortTermRentalTaxLoophole #MaterialParticipation #RealEstateProfessionalStatus #PhysicianInvesting
Aug 12

313: How to Subdivide Single-Family Lots for Maximum Profit - Dr. Jordan Roman

In this episode of the Big Mike Fund Podcast, host Mike Zlotnik sits down with Harvard-trained physician Dr. Jordan Romano to discuss his unique, hyper-local real estate investing thesis. While maintaining an active medical practice at Tufts Medical Center in Boston, Dr. Romano has spent over a decade quietly dominating a single, rural New England market by focus-targeting workforce housing. Dr. Romano pulls back the curtain on how he identifies hidden value in properties that larger conglomerates overlook. He shares tactical insights on bypassing the volatile short-term rental market, navigating strict municipal zoning boards, and his exact blueprint for executing a highly profitable land subdivision play that essentially netted him a piece of downtown land for free. 📌 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 - Welcome to the Big Mike Fund Podcast & Guest Intro 0:52 - Dr. Romano’s "Chapters": Balancing Medicine at Tufts with Real Estate 1:50 - Transitioning Capital: Moving Academic Retirement Funds to Self-Directed Assets 2:36 - The Hyper-Local Thesis: Targeting Small Multi-Families in New Hampshire 3:59 - The Safety of Class B Workforce Housing (Nurses, Firefighters & Resident Docs) 5:40 - Navigating Coastal Markets, Capital Improvements, and Interest Rate Shifts 6:53 - Value-Add Execution: Splitting Layouts & Keeping Construction Pricing Fair 8:12 - The "Free Land" Strategy: How to Execute a Smart Downtown Subdivision 9:58 - NIMBYism Barriers & Why Dr. Romano Completely Avoided the Airbnb Trap 11:52 - Managing Expense Inefficiencies: Using AI to Audit & Mitigate Portfolio Water Bills 13:18 - The Long Game: Portfolio Foundations vs. High-Volume Scaling Pitfalls 14:58 - Channeling Sam Zell & Stan Druckenmiller: "Show Me the Deal" & Watching One Basket 19:09 - What's the Endgame? Playing the Active Game vs. Retiring to a Beach 21:20 - Why Keeping Fiduciary Control Means Avoiding Unnecessary Partnerships 23:26 - Staying Grounded: Lessons from a Single Mother & Making a Local Impact 26:53 - Advanced Risk Reading: Top 3 Book Recommendations from Dr. Romano 28:26 - Outro & How to Book a Call with Dr. Romano Connect with Dr. Romano: Website: https://www.medicalexpertwitness.com/ Linkedin: 💼 https://www.linkedin.com/in/j-jordan-romano-5598144/ 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 #DrJordanRomano #MikeZlotnik #BigMikeFundPodcast #PhysicianInvestor #RealEstateInvesting #HyperLocalRealEstate #LandSubdivision #LandInvesting
Aug 5

312: How AI is Revolutionizing Real Estate Lead Gen - Sheldon Wolf

In this episode of the Big Mike Fund Podcast, host Mike Zlotnik sits down with Sheldon Wolf, a serial entrepreneur with over 35 years of experience spanning real estate, finance, fintech, and artificial intelligence. Sheldon is the founder and CEO of Intellitary, an AI-powered transaction origination platform that is completely redefining how consumers, realtors, and mortgage lenders connect in real time. Sheldon Wolf is a lifelong entrepreneur, investor, and the founder of Intellitary. Over his four-decade career, he has built multiple high-growth companies across North America, completing millions of dollars in financial and real estate transactions while consistently staying ahead of major technology shifts. 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: Meet Sheldon Wolf, Founder of Intellitary 02:30 – 35 Years at the Intersection of Real Estate, Finance, and Tech 08:15 – Why Traditional Real Estate Lead Generation is Broken 14:40 – Inside Intellitary: Live AI Matching vs. Dead-End Lead Lists 21:10 – The "Un-Brokerage" Vision for the Future of Property Tech 28:55 – Code meets Contract: Why Software Needs Real-World Application 36:20 – Hard-Earned Lessons from Scaling Ventures Across Four Decades 44:15 – Sheldon’s Advice for Real Estate Investors and Tech Founders 51:40 – Outro & Where to Learn More About Intellitary Contact Guest Sheldon Wolfe: 🌐 Website: https://intellitary.com 🏢 Investors 2-Way: https://intellitary.com/investors 💼 LinkedIn: https://www.linkedin.com/in/sheldon-wolf-95011520/ 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. #MikeZlotnik #BigMikeFundPodcast #SheldonWolf #Intellitary #RealEstateInvesting #RealEstateAI #PropTech #ArtificialIntelligence #AIinRealEstate #RealEstateLeadGeneration #FinTech
Jul 29

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 Ben Kahle 📧 Email: ben@wellingscapital.com 🌐 Website: https://www.wellingscapital.com/ 💼 LinkedIn: Benjamin Kahle on LinkedIn 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. #MikeZlotnik #BigMikeFundPodcast #BenKahle #WellingsCapital #RealEstateInvesting #RealEstatePrivateEquity #RaisingCapital #CommercialRealEstate #SelfStorageInvesting
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
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
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
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

Big Mike Fund podcast

Creator

Mike Zlotnik
Years Active

2021 - 2026
Episodes

298
Rating

Clean
Copyright

© 2026 Mike Zlotnik
Show Website

BigMikeFund