BigMikeFund

Mike Zlotnik
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  • Entrepreneurship
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Big Mike Fund podcast

  1. 6d ago

    320: Fantasy Football vs. Commercial Real Estate: Building a Winning Portfolio - Ryan E. Wynkoop

    How does drafting a fantasy football roster compare to building a recession-resistant real estate portfolio? In this episode of the Big Mike Fund Podcast, host Mike Zlotnik ("Big Mike") welcomes back Ryan E. Wynkoop, Director of Capital Markets at Tempo. Together, they break down the fascinating correlations between Fantasy Football team management and commercial real estate investing. From dealing with player injuries (market shifts in multifamily) to drafting foundational superstars (high-conviction core assets), Ryan and Mike explore how flexibility, non-correlated diversification, and clear endgame goals dictate long-term portfolio success. Key Highlights • Fantasy Football 101: How assembling a player roster mirrors portfolio construction • Asset Class Flexibility: Navigating market shifts from multifamily to industrial, medical office, and open-air retail • Managing Uncertainty & Bench Depth: What player injuries teach us about contingency planning in CRE • Risk Mitigation Strategies: Ray Dalio’s non-correlated diversification principles applied to real estate • "The Endgame Portfolio": Insights from Big Mike’s new book on chess, goals, and predictable cash flow • Emotional Connection vs. Objective Risk: Investing in tangible assets vs. public equities 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 00:00 - Introduction & Buffalo Bills Fanatics (Josh Allen & Fantasy Football) 01:00 - What is Fantasy Football? Assembling a Portfolio of Players 03:20 - How Fantasy Football Connects to Commercial Real Estate 05:30 - Asset Class Shifts: Multifamily vs. Industrial, Retail & Medical Office 08:40 - Navigating Injuries & Market Uncertainty in Real Estate 10:18 - Buying the Dip: Multifamily Resurgence & "Going Small" 12:32 - Risk Mitigation & "The Endgame Portfolio" (Ray Dalio Strategy) 16:14 - Diversifying Over Time: Dollar-Cost Averaging in Real Estate 18:47 - Keeper Leagues & Foundational Assets (The Josh Allen Strategy) 23:06 - Personal Connection vs. Objective Risk: Investing in Hard Assets 28:01 - Evaluating Decision Quality & Avoiding Recency Bias 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.

  2. Sep 23

    319: Investing in Uncertain Times - the Importance of "Going Small" - Ryan E. Wynkoop

    In this episode of the Big Mike Fund Podcast, host Mike Zlotnik ("The Big Mike") sits down with Ryan E. Wynkoop, Director of Capital Markets at Tempo. Living on Folly Beach outside Charleston, South Carolina, Ryan brings a unique perspective on demographic growth in the Southeast and hands-on experience working directly with real estate investors. Mike and Ryan discuss how investors should navigate current economic noise, interest rate fluctuations, and geopolitical uncertainty. Instead of pulling out of the market or succumbing to analysis paralysis, Ryan introduces the strategic concept of "going small"—writing smaller, more frequent checks into individual, highly transparent deals rather than open-ended funds. They also evaluate high-hype trends like speculative AI data center developments versus grounded, cash-flowing asset classes like medical office properties, triple-net (NNN) industrial, and open-air retail. Drawing analogies to NFL ball-control strategies and time of possession, they highlight why systematic "singles and doubles" outperform risky home-run chasing in wealth creation. 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 00:00 - Intro: Mike Zlotnik Welcomes Ryan E. Wynkoop, Director of Capital Markets 00:45 - Living in Charleston, SC & Observing Southeast Regional Demographic Growth 02:12 - Overcoming Market Noise, Dislocation, and Uncertainty in 2026 04:15 - The "Going Small" Strategy: Individual Deals vs. Open-Ended Funds 06:30 - Adjusting Check Sizes & Diversifying Across Time and Asset Classes 09:30 - AI Data Center Hype vs. Fundamental Real Estate Underwriting 12:16 - High-Performing Sectors: Medical Office, NNN Industrial, and Open-Air Retail 16:00 - Velocity of Capital in Real Estate & Staying Patient 18:36 - The Football Metaphor: Why "Ball Control" Beats Chasing Speculative Home Runs 22:35 - Ongoing Education: Learning and Growing Alongside Your Sponsor 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.

  3. Sep 16

    318: Building a 7-Figure Real Estate Portfolio After 50 - Christine McCarron

    In this episode of the Big Mike Fund Podcast, host Mike Zlotnik welcomes Christine McCarron, Managing Broker of Behive Brokerage in the Boston area. Christine shares her inspiring journey of going from zero to a 7-figure net worth starting at the age of 50 through residential real estate. Mike and Christine break down the common fears and misconceptions that hold new investors back, why real estate is fundamentally safer than the stock market, and the unique advantages women bring to the investing table. They also dive into the mechanics of cash-flowing assets, mitigating risk through education, and unlocking tax-free wealth through strategic refinancing. Whether you are looking to diversify your retirement assets or secure your family's financial future, this episode provides actionable advice for navigating the market with confidence. 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 00:00 - Intro: Mike Zlotnik Welcomes Christine McCarron 01:30 - From $0 to a 7-Figure Net Worth at Age 50 02:45 - The "Risky" Stigma: Real Estate vs. The Stock Market 04:10 - The Fear of Being a Landlord & The Role of Property Managers 05:30 - Why Women Make Exceptional Real Estate Investors 08:15 - Using Logic, Math, and Due Diligence to Overcome Fear 09:45 - Diversification: Leveraging Retirement Accounts for Real Estate 11:20 - The Power of Leverage & Cash-Out Refinancing 13:00 - Final Advice for Taking Action and Getting Educated 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.

  4. Sep 9

    317: Industrial Sale-Leasebacks & PE Deal Structuring with Sequoya Borgman

    In this episode of The Big Mike Fund Podcast, host Mike Zlotnik ("Big Mike") sits down with Sequoya Borgman, CEO and Founder of Borgman Capital. Sequoya shares insights from two decades in big international public accounting and 10+ years leading Borgman Capital through 22 company acquisitions and extensive industrial real estate investments. They dive deep into the mechanics of NNN sale-leasebacks, explaining how decoupling real estate from lower middle-market business acquisitions boosts deal IRR while reducing equity and debt requirements. The discussion covers middle-market EBITDA multiples (5x–8x), industrial cap rates (7%–8.5%+), deal structuring using Special Purpose Vehicles (SPVs) with 80/20 splits, and how AI trends are influencing real estate and manufacturing investment decisions. 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 00:13 – Guest Introduction: Sequoya Borgman, CEO & Founder of Borgman Capital 01:39 – Borgman Capital’s Footprint & Focus on Lower Middle-Market Deals 03:38 – How Industrial Sale-Leasebacks Boost Private Equity IRR 05:02 – EBITDA Multiples (5x–8x) vs. Industrial Cap Rates (7%–8.5%+) 07:08 – Inflation Protections & Annual Rent Escalation Clauses in NNN Leases 12:59 – Structuring Deals via SPVs, GP Control & LP Capital Stacks 16:44 – Macro Outlook: Inflation, Interest Rates & PE Exits 24:13 – Cash Flow Distributions (8%–10%) & Long-Term Hold Strategies 27:08 – The Impact of AI & Data Center Expansion on Industrial Real Estate Connect with Guest: Website: www.borgmancapital.com Website: www.passthehat.com LinkedIn: https://www.linkedin.com/in/sequoya-borgman-8a6057a/ 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

    317: Industrial Sale-Leasebacks & PE Deal Structuring with Sequoya Borgman

  5. Sep 2

    316: The Hidden Goldmine in Suburban Office & Retail Real Estate - Ash Patel

    In this episode of the Big Mike Fund Podcast, host Mike Zlotnik welcomes Ash Patel, founder of Beyond Multifamily, to discuss why non-residential commercial real estate is generating superior returns compared to over-crowded multifamily markets. Ash details his core strategy for targeting 18–20% cash-on-cash returns by acquiring unanchored retail strip malls, repositioning gross leases, and unlocking value by selling off unused parking lot outparcels. Big Mike and Ash also examine the post-COVID shift toward suburban office space—explaining why high-vacancy suburban office parks offer massive cash-flow potential when reconfigured for small 2- to 3-person business tenants. 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 0:13 - Introduction: Ash Patel’s Journey to Commercial Real Estate 2:12 - Beyond Multifamily: Asset Classes & Recent Activity 2:48 - The Retail Real Estate Secret: Record Low Vacancies & Record Rents 5:00 - Unanchored Strip Malls & Targeting 18%+ Cash-on-Cash Returns 9:24 - Case Study: Adding $2M in Value & Selling Parking Lot Outparcels 14:49 - Downtown CBD Office vs. Mispriced Suburban Office Properties 22:19 - Case Study: Buying 16 Louisville Suburban Office Buildings 24:40 - Maximizing Rent Per Square Foot by Subdividing Office Space 27:03 - Bar & Restaurant Real Estate Dynamics: High Risk vs. Tenant Buildouts Contact with Ash: www.InvestBeyondMultifamily.com Facebook: 📘https://www.facebook.com/ash.patel.58118 LinkedIn: 💼 https://www.linkedin.com/in/ash-patel-95b1a25/ 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.

    316: The Hidden Goldmine in Suburban Office & Retail Real Estate - Ash Patel

  6. Aug 26

    315: Multifamily Correction: Did Cap Rates Hit the Bottom? - Lane Kawaoka

    In this episode of The Big Mike Fund Podcast, host Mike Zlotnik welcomes back real estate investor Lane Kawaoka to discuss the current climate in commercial real estate. Together, they analyze the 30% to 40% valuation corrections across major sunbelt markets like Phoenix and Austin, the squeeze caused by elevated holding costs and interest rates, and the challenges of raising capital in a cautious market. Lane and Mike also explore alternative strategies, including small-bay industrial, AI data center infrastructure plays, and what it takes to find yield in today's economic environment. Key Highlights Market Correction Expansion: Cap rate expansion in high-growth markets like Phoenix and Austin triggered asset valuation drops of 30% to 40% from peak levels. Holding Cost Squeeze: Elevated interest rates combined with rising property taxes and insurance have eroded traditional 8% multifamily cash flows. The Underwriting Dilemma: Investors debate whether to underwrite assuming reversion cap rates will compress or hold strictly conservative exit cap assumptions. Capital Formation Reality: Retail investor sentiment remains guarded after recent market adjustments, shifting the focus to deep-value opportunities. AI Infrastructure Surge: Multi-billion dollar developments in AI data centers are creating a rising-tide effect for adjacent industrial real estate and small-bay flex spaces. 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 – Intro & Catching Up with Lane Kawaoka 1:38 – The "Nuclear Blast" in Multifamily: 30–40% Price Corrections 3:46 – Elevated Interest Rates, Holding Costs, and Squeezed Cash Flow 5:57 – Capital Formation Challenges & Investor Sentiment 8:30 – The Reversion Cap Rate Dilemma in Deal Underwriting 11:25 – Evaluating Basis: Replacement Costs vs. Rent Growth Assumptions 16:30 – "Approximately Right vs. Completely Wrong": Calling the Market Bottom 18:01 – AI Data Centers & The Infrastructure Boom Driving Industrial Real Estate 23:13 – Taking on More Risk for Historical Returns 26:45 – 2009 Post-GFC Lessons vs. Current Real Estate Dynamics Connect with Lane: Website: thewealthelevator.com Email: lane@thewealthelevator.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

    315: Multifamily Correction: Did Cap Rates Hit the Bottom? - Lane Kawaoka

  7. Aug 19

    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

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

  8. 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

    313: How to Subdivide Single-Family Lots for Maximum Profit - Dr. Jordan Roman
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4.9
out of 5
12 Ratings

About

Big Mike Fund podcast

Information

  • Creator
    Mike Zlotnik
  • Years Active
    2018 - 2026
  • Episodes
    304
  • Rating
    Clean
  • Copyright
    © 2026 Mike Zlotnik
  • Show Website
    BigMikeFund

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