Owner Operated with Jonah Pollone

Jonah Pollone
Owner Operated with Jonah Pollone

Hi, I'm Jonah, host of the Owner Operated Podcast. This show features my conversations with small business owners and other small business professionals. I'm here to share the success, failures, and everything in between about the people behind small businesses in America.

  1. Advising Families with >$25 Million in Net Worth with Katherine Dunlevie, Managing Director of Synovus Family Office

    11/30/2021

    Advising Families with >$25 Million in Net Worth with Katherine Dunlevie, Managing Director of Synovus Family Office

    Katherine Dunlevie is the Executive Vice President and Managing Director of the Family Office at Synovus, a family office headquartered in Columbus, Georgia, focusing on families with wealth in excess of $25 million. We covered: - What is a family office? - When does it make sense for a family to hire a family office? - Starting in the business right before signing a 55-family member client with 17 family units. - Single vs. Multifamily Office - Qualities of successful family businesses - Using trusts as planning entities - Using communication to solve family issues - Top recommendations for family business owners - UNC Family Enterprise Center Resources - Family business peer councils - Servant leadership - Seeking out mentors - Family Business Magazine --- Subscribe to my newsletter to get updated every week with a new episode at https://jonahpollone.com/ Know a business owner looking to exit in the next few years? Visit https://www.midstreet.com/ Have a neighbor in the Triangle who needs a new roof? Check out https://ontopsroofing.com/ Connect with me on LinkedIn: https://www.linkedin.com/in/jonahpollone/ --- Learn more about Synovus here: https://www.synovusfamilyoffice.com/ Reach out to Katherine here: KatherineDunlevie@Synovus.com Learn more about the UNC Family Enterprise Center: https://familyenterprise.unc.edu/ Connect with the Family Enterprise Center on LinkedIn: https://www.linkedin.com/company/family-enterprise-center-kenan-flagler-business-school/

    1h 13m
  2. $56 Million in Real Estate Development with Nick Earls and Eric DiNicola, Winterspring Capital and PWN Development

    10/21/2021

    $56 Million in Real Estate Development with Nick Earls and Eric DiNicola, Winterspring Capital and PWN Development

    Nick Earls and Eric DiNicola are co-founders and managing principals of Winterspring Capital and co-owners of PWN Development based in the Greater Boston area. Winterspring Capital is a real estate syndication firm with a portfolio of $56 million in multifamily assets under ownership throughout the Southeast and Boston. We covered: - Getting started in real estate development - Balancing development with long-term hold investment propertiesSelf-funding deals vs. raising capital - Real estate syndication: 506B vs. 506C rules - Buying real estate under LLCs vs. starting a real estate fund - Hiring and managing sub crews and employees - Handling partnership disagreements and best practices - Don’t blame people. Even if it’s someone else’s fault - The benefits of stoicism for small business and real estate professionals - Dealing with inflation through investing in real estate - Fractional ownership of properties through investing in real estate syndicationsWhy you should call local lenders first - DTI (Debt-to-Income) Ratio when starting out in residential real estate"House Hacking" as a way to get into real estate investing - How to protect yourself as a small business owner Relevant show links: - https://winterspringcapital.com/small-business/ - https://winterspringcapital.com/retire-early/ - https://winterspringcapital.com/what-is-a-real-estate-syndication-for-multifamily-investing/ - https://www.equitymultiple.com/blog/commercial-real-estate-practice/preferred-return - https://www.samofinancial.com/what-is-syndication-and-why-use-different-rules-506b-versus-506c/ - https://www.investopedia.com/terms/a/accreditedinvestor.asp - https://www.crowdstreet.com/resources/topics/investing/internal-rate-return - https://dailystoic.com/ --- Want to learn about selling or buying companies? Visit https://www.midstreet.com/blog Have a neighbor in the Triangle who needs a new roof? Check out https://ontopsroofing.com/ Subscribe to my newsletter to get updated every week with a new episode at https://jonahpollone.com/ https://www.linkedin.com/in/jonahpollone/ --- Learn more about https://winterspringcapital.com/ Support https://luckypuppysociety.org/

    1h 3m
5
out of 5
25 Ratings

About

Hi, I'm Jonah, host of the Owner Operated Podcast. This show features my conversations with small business owners and other small business professionals. I'm here to share the success, failures, and everything in between about the people behind small businesses in America.

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