The Epic Investor

Epic Capital Funds
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"The Epic Investor” podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose.

  1. How to Layer Debt and Equity to Maximize Returns and Minimize Risk | The Second C in SUCCEED

    5D AGO

    How to Layer Debt and Equity to Maximize Returns and Minimize Risk | The Second C in SUCCEED

    Are you valuing or de-valuing your money in your deals? How can different funding sources be combined to improve overall returns? Rich and Jason discuss the capital stack, showing how to layer debt and equity to help investors understand how different layers of financing work together to fund large transactions. They share real-world scenarios to demonstrate how valuing your money and structuring decisions directly impact risk, cash flow, and long-term upside. They recommend simplifying complex financing strategies, and give us a practical framework for building stronger, more profitable deals with long-term stability. What you’ll learn in this episode: (00:37) What the capital stack is and why it is essential in structuring investment deals. (03:19) How even cash purchases carry an opportunity cost and require strategic thinking. (09:43) Bringing in equity partners versus secondary debt and how structuring decisions can help retain more ownership and increase profitability. (12:45) How multiple layers of financing can be combined in larger projects. (14:49) The different types of lenders and how to match them to your investment strategy. (20:14) Aligning the right mix of capital can amplify returns and reduce downside risk. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ "The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

    24 min
  2. Buying vs Starting a Business: Which is the Faster Path to Wealth and Freedom

    MAR 31

    Buying vs Starting a Business: Which is the Faster Path to Wealth and Freedom

    What advantages does acquiring an established company offer over launching a startup? In this episode, Jason and Rich discuss the differences between starting a company from the ground up versus acquiring an existing business. They share personal stories and lessons about momentum, lifestyle impact, leadership responsibilities, and the financial dynamics behind both approaches. Ultimately, Rich and Jason encourage us to clarify our goals and choose the best path that aligns with our strengths and desired lifestyle. What you’ll learn in this episode: (00:00) Three primary paths into entrepreneurship: starting a business, acquiring an existing company, or investing as a capital partner. (02:40) Why buying a business can create immediate momentum through existing customers, systems, and revenue. (08:15) The difference between purchasing a business versus “buying a job.” (14:56) Survival rate differences between startups and acquired businesses over a five-year period. (19:05) How acquisition entrepreneurs identify underperforming businesses and unlock growth opportunities. (23:24) Why buying a business can sometimes allow for better lifestyle balance than building a startup from scratch. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ "The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

    38 min
  3. The First C in SUCCEED: Core Teams That Make Or Break Your Deal

    MAR 24

    The First C in SUCCEED: Core Teams That Make Or Break Your Deal

    Are you moving towards something or away from something? In this episode, Rich and Jason talk about the first “C” in the SUCCEED model—Core Teams—and why teams are the backbone of successful investments. They explain how the right people in the right roles create powerful synergy that can overcome market challenges and elevate project performance. Rich and Jason emphasize that growth mindset, accountability, and stewardship are what transform good teams into exceptional ones. They ask the essential question: “Are you moving towards something or away from something?” Make sure you’re moving towards something! What you’ll learn in this episode: (04:31) The SUCCEED model and why the “Core Teams” component plays a critical role in deal success. (08:00) Evaluating team members after acquiring a business and discovering the importance of putting people in the right seats. (11:02) Why strong teams can overcome mediocre deals while weak teams can derail even the best opportunities. (14:38) How team synergy helps investors navigate changing market conditions and capitalize on opportunities. (18:27) The difference between fixed and growth mindsets and why mindset directly impacts team performance. (30:35) How stewardship and long-term commitment to stakeholders strengthen trust and build sustainable investment success. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ "The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

    35 min
  4. The U in SUCCEED: Underwriting for Success

    MAR 17

    The U in SUCCEED: Underwriting for Success

    The most important step someone can take… is the next one. Does your next step make sense to take? In this episode, Rich and Jason break down the essential role of underwriting in both real estate and private equity acquisitions. They discuss the necessity of using realistic inputs and stress testing models to ensure deals remain viable, even under unfavorable conditions. By focusing on professional data presentation and managing expectations, investors can build the trust required to secure long-term capital partners. What you’ll learn in this episode: (00:53) How presenting incorrect data can lead to lenders backing out of an otherwise viable project. (04:37) Reservoir analysis identifies the remaining net income after servicing debt and management fees. (07:20) How real estate underwriting differs by incorporating land costs, development timing, and market rent trends. (13:38) Why realistic inputs matter more than optimistic projections when presenting opportunities to lenders and investors. (17:28) The strategy of using internal and external pro formas to under-promise and over-deliver to investors. (20:30) How to stress test business and real estate models against delays, revenue attrition, and cost overruns. (25:15) Why revisiting underwriting models quarterly can uncover early warning signs and create opportunities for strategic course correction. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ "The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

    30 min
  5. Excited About a New Deal?

    MAR 10

    Excited About a New Deal?

    How can you ensure that your initial excitement isn't clouding your professional judgment and due diligence before and during a deal? In this episode, Jason and Rich explore how excitement over a new deal can either fuel success or sabotage it. They highlight the importance of stewardship, and aligning opportunities with a proven operating model. Jason and Rich challenge us to balance excitement and energy with discipline, ensuring every opportunity is examined through the lens of due diligence, accountability, and long-term impact. What you’ll learn in this episode: (00:00) How unchecked excitement can interfere with proper underwriting and due diligence when evaluating new investment opportunities. (05:37) How to maintain team energy while building structure, assigning responsibilities, and defining financial structure. (10:21) Why looking beyond the profit and loss statement reveals deeper operational risks and leadership challenges. (16:33) What red flags during development and acquisition can signal the need to pause a closing. (22:41) How aligning an opportunity with a proven operating framework like EOS improves accountability and execution. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ "The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

    30 min
  6. Running the Investment Marathon

    MAR 3

    Running the Investment Marathon

    Where are you currently “sprinting” when you should, instead, be thinking long-term? In this episode, James, Rich, and Jason explore why investing mirrors the discipline of endurance racing. Through stories of failed preparation, hard-earned resilience, and long training cycles, they highlight the importance of patience, expectation setting, and emotional control. The conversation reinforces that true achievement in investing and long-term capital growth comes not from sprinting, but from staying steady through inevitable market shifts. What you’ll learn in this episode: (00:28) Why investing requires the same patience, preparation, and emotional control as running a marathon. (01:55) How early overconfidence and ego can sabotage long-term success in both marathons and investments. (06:12) Why discipline, due diligence, and consistent habits are foundational to sustainable portfolio performance. (14:08) How to manage emotional highs and lows by recognizing inevitable cycles in markets and life. (16:27) Why aligning expectations at the beginning of an investment reduces friction during challenges. (19:40) The importance of focusing on outcomes rather than rigid timelines when evaluating long-term holds. (20:47) How visualizing compounding growth over decades strengthens commitment to a long-range strategy. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ "The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

    23 min
  7. The Danger of Ego

    FEB 24

    The Danger of Ego

    What investment and business mistakes have you made because of overconfidence? In this episode, James, Rich, and Jason break down how ego can quietly infiltrate both personal leadership and investment strategy. Through real stories—from painful personal lessons to failed acquisitions and strained partnerships—they reveal how pride, fear, and the need to be right can destroy value. The conversation ultimately highlights humility, data, and strong relationships as the keys to long-term success. What you’ll learn in this episode: (00:26) Ego being both a driver of performance and a destructive force in investing and leadership. (05:38) Personal stories of ego and its effects. (10:20) How refusing to ask for help limits growth and increases operational risk. (16:25) How investor-founder conflicts escalate when pride replaces partnership. (20:00) Why intentionally “checking ego at the door” leads to clearer strategic decision-making. (26:00) How poor due diligence fueled by pride can turn an exciting acquisition into a total blunder. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ "The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

    30 min
  8. Private Equity Rollups: Creating Exponential Value

    FEB 17

    Private Equity Rollups: Creating Exponential Value

    How can private equity rollups accelerate enterprise value creation? Also, in a business acquisition, what do private equity rollups really mean for an investor and an operator? In this episode, Rich and Jason unpack the real-world power of private equity rollups and why they can outperform starting businesses from scratch. Through a detailed acquisition story, they illustrate how structure, leadership, and systems turn small bolt-on deals into major valuation gains. The conversation highlights how rollups help investors reclaim time, scale intelligently, and build lasting enterprise value. What you’ll learn in this episode: (03:23) Why small bolt-on acquisitions can generate disproportionate increases in enterprise value. (08:47) What the “snowball effect” means in the context of rollups and value creation. (10:22) How eliminating duplicate overhead drives immediate gains to the bottom line. (14:17) Why operational structure and leadership must exist before attempting a private equity rollup. (16:38) How strong operators allow investors to scale without managing daily operations. (19:33) Why predictability and systems attract lenders and long-term investors. (24:56) How private equity rollups create enterprise value faster than building businesses from the ground up. Connect with your hosts: * Rich Jarvis: https://www.linkedin.com/in/richarddjarvis/ * Jason Morris: https://www.linkedin.com/in/jason-morris-jmo/ * James Morrell: https://www.linkedin.com/in/james-morrell/ Subscribe to "The Epic Investor": * Apple Podcasts: https://podcasts.apple.com/us/podcast/id1842931450 * Spotify: https://open.spotify.com/show/7IlXsLLc9AoeatJOVWzCWN * YouTube: https://www.youtube.com/@EpicCapitalFunds?sub_confirmation=1 Learn more about Epic Capital Funds: * Website: https://www.epiccapitalfunds.com * LinkedIn: https://www.linkedin.com/company/epic-capital-funds/ * Instagram: https://www.instagram.com/epiccapitalfunds/ * Facebook: https://www.facebook.com/people/Epic-Capital-Funds/61564739830626/ "The Epic Investor" podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose. This episode was produced by Story On Media: https://www.storyon.co/

    30 min
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Ratings & Reviews

5
out of 5
2 Ratings

About

"The Epic Investor” podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose.

Information

  • Creator
    Epic Capital Funds
  • Years Active
    2025 - 2026
  • Episodes
    29
  • Rating
    Clean
  • Copyright
    © Epic Capital Funds
  • Show Website
    The Epic Investor

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