
Hosted by Dave Dubeau · EN

Helping People First Creates Better Deals Finding off market deals is not about using the latest marketing trick. Sharon Vornholt explains why understanding people's situations and building trust creates better opportunities over time. Sharon shares how probate investing became the foundation of her business after the 2008 financial crisis forced her to completely change her investing strategy. She explains how probate works, why it provides a consistent source of motivated seller leads, and why investors should focus on helping families instead of rushing to get contracts signed. She also discusses lead stacking, direct mail campaigns, follow up strategies, and why most investors quit long before the best opportunities arrive. Key Topics How Sharon became an accidental wholesaler Why probate investing works in every market Understanding the probate process Building trust with motivated sellers Why direct mail still produces results Using lead stacking to find stronger opportunities Why consistent follow up matters more than quick wins Common mistakes investors make when contacting probate leads Guest Information Sharon Vornholt is a real estate investor, educator, and probate investing expert who has been investing since 1998. She teaches investors how to build systems for finding off market deals through probate marketing. Website: SharonVornholt.com Probate Course: ProbateInvestingSimplified.com Free Probate Investing Starter Kit: ProbateInvestingSimplified.com/starterkit Call to Action Visit Sharon's website to learn more about probate investing and download her free Probate Investing Starter Kit, which includes a sample probate letter and a probate timeline.

Looking beyond today's headlines can reveal tomorrow's best real estate opportunities. Kathy Fettke explains why she has spent the last three decades following one simple strategy instead of chasing every new investing trend. Rather than trying to predict short term market moves, she focuses on finding markets with growing populations, expanding job opportunities, affordable housing, and cities investing in their future. Dave and Kathy also discuss how demographics have influenced housing demand for decades, why she believes many investors overlook today's buying opportunities, and how Real Wealth has grown by helping people understand where and why to invest. Key Topics Why Kathy continues to focus on buy and hold investing The four signs she looks for before investing in a market How demographics help forecast housing demand Why turnkey single family rentals remain attractive Current opportunities in multifamily investing The growth of Real Wealth and its free education platform Guest Information Kathy Fettke is a real estate investor, educator, podcast host, and the founder of Real Wealth. She has spent more than 30 years helping investors identify strong real estate markets and has built a community of more than 88,000 members through free education and investment resources. Website mentioned: RealWealth.com Call to Action Visit RealWealth.com to access the free webinars, educational resources, and market information Kathy discussed during the episode.

Many real estate investors spend years building a portfolio but never think about how they will eventually step away from it. Brandon Bruckman explains why having an exit strategy is just as important as building the portfolio in the first place. Description For many investors, rental properties become a full time business. Brandon Bruckman believes there comes a point when investors should understand all of their options before health, burnout, or family circumstances force difficult decisions. In this conversation, Brandon explains how Delaware Statutory Trusts can help qualifying investors move from active property management into passive real estate ownership through a 1031 exchange. He also shares the story of a client who sold a large portfolio, deferred taxes, improved his health, and gained the freedom to enjoy retirement on his own terms. Key Topics Why many real estate investors never create an exit strategy How Delaware Statutary Trusts work with a 1031 exchange Why passive ownership can replace active management Planning for heirs before retirement Working with CPAs, trust attorneys, and commercial brokers Guest Information Brandon Bruckman helps long standing real estate investors understand retirement planning options, tax deferral strategies, and passive real estate investing. Website: investwithinsight.com Podcast: The Retiring Real Estate Investor Call to Action Visit investwithinsight.com to learn more about retirement planning options for real estate investors and connect with Brandon for additional educational resources.

Stop Thinking About Taxes Only at Filing Time Most investors think about taxes after the year is over. Terry Judge explains why the biggest opportunities happen long before tax season arrives. In this conversation, Terry shares how paying high taxes pushed him from being a passive real estate investor into becoming an active partner in development projects. He explains how that transition created new tax planning opportunities while helping him gain valuable experience in real estate. The discussion also covers cost segregation, real estate professional status, bonus depreciation, and how specialty tax planning can uncover savings that many investors never realize are available. Terry also shares examples from his own development projects and explains why working with tax specialists alongside your CPA can make a meaningful difference. Key Topics Why Terry moved from passive investing into active development How cost segregation creates accelerated depreciation Material participation and active investing Real estate professional status Current hotel and daycare development projects Working alongside CPAs for proactive tax planning R&D tax credits for qualifying businesses Guest Information Terry Judge is the owner of Core Advisors, a nationwide specialty tax firm focused on cost segregation studies and R&D tax credits. He also actively invests in real estate development projects while helping investors identify tax saving opportunities discussed in the episode. Website: coreadvisors.net Email: TerryJudge@CoreAdvisors.net Call to Action Visit Core Advisors for a free savings analysis or reach out to Terry directly by email to discuss your investment or business tax strategy.

Turning around a distressed apartment community takes far more than finding a good deal. It takes the right people, systems, and discipline. Ken Doble shares how his team searches for what he calls "Goldilocks" multifamily opportunities where rents are below market, operations need improvement, and real value can be created through execution rather than speculation. He also explains how losing everything during the 2008 financial crisis changed the way he evaluates risk today. One of the highlights of the conversation is Ken's Five Ps of Property Management. He explains how focusing on people, pricing, promotion, product, and process helped transform a struggling student housing property after acquisition. Key Topics Finding true distressed multifamily opportunities Lessons learned from the 2008 market collapse Why patience matters when buying apartments The Five Ps of Property Management Turning around an underperforming student housing community Why operations determine long term success Guest Information Ken Doble is a multifamily real estate investor and operator with decades of experience managing thousands of apartment units. He currently focuses on acquiring distressed multifamily properties through Logan Capital. Connect with Ken on LinkedIn. Call to Action Connect with Ken Doble on LinkedIn to follow his daily insights on multifamily investing and property management.

Raising money is not about finding people with money. It is about finding the right investor for the right opportunity. In this episode, Dave Dubeau talks with Joel Block about what he has learned after decades working in real estate, venture capital, hedge funds, and public company finance. Joel explains why capital raising is a skill that can be applied across many industries, but only when you understand how to structure deals and present opportunities that make sense to investors. Joel also shares the story of raising ten million dollars for an innovative stock quote by fax service years before the internet, explains why funds and syndications serve different purposes, and discusses why beginning investors should build experience before asking others to invest. Key Topics Joel's journey from CPA to venture capital Raising ten million dollars for a pre internet business idea Why raising capital is a transferable skill The difference between funds and syndications Why matching investors with the right opportunities matters Structuring deals for long term growth Advice for new capital raisers Guest Information Joel Block works with public company CEOs, advises on capital strategies, and has extensive experience in venture capital, hedge funds, and real estate investing. Website: theadvantageplayer.com Call to Action To learn more about Joel Block and connect with him, visit: theadvantageplayer.com

Most capital raises become stressful because the follow up starts too late. Brandon Wong explains how consistent communication before a raise helps operators stay top of mind and focus on investors who are ready to have real conversations. Description In this episode of The Property Profits Podcast, Dave Dubeau sits down with Brandon Wong, founder of Smart Syndicator, to discuss a practical approach to investor communication. Brandon shares how losing money on his first real estate deal eventually led him toward building systems that made raising capital much more efficient. Instead of making endless phone calls and repeating the same conversations, he created automated workflows that answer common investor questions, organize responses, and help operators prioritize the people who are actively interested. The conversation also covers why text messaging has become such an effective communication tool, how to reconnect with older contacts, why monthly investor education matters, and why successful capital raising begins long before a property goes under contract. Key Topics Brandon's journey from the Marines into real estate investing Lessons learned from losing money on a first investment Why cold calling became an inefficient way to raise capital Using text messaging to answer common investor questions The Four Ps framework for presenting investment opportunities Cleaning and organizing investor databases Monthly newsletters and investor education Staying top of mind before raising capital Supporting syndicators through onboarding and automation Where Smart Syndicator fits into the capital raising process Guest Information Brandon Wong is a real estate investor and the founder of Smart Syndicator. His platform helps experienced syndicators and fund managers automate investor communication, organize follow up, and streamline capital raising through text messaging, email, and CRM workflows. Website: SmartSyndicator.com Call to Action To learn more about Smart Syndicator and schedule a demonstration, visit: SmartSyndicator.com

Most investors spend their time searching for better deals. Jonathan Greene believes the real advantage comes from building a better mindset. Jonathan shares how growing up in a real estate investing family shaped his approach to investing. He explains why self awareness, patience, and strong relationships matter just as much as numbers. The conversation also explores old school investing methods that still work today, including talking directly with homeowners, understanding local markets, and knowing when to walk away from a transaction that no longer feels right. Key Topics Self awareness and investing success Avoiding ego driven decisions Old school ways to find investment opportunities Mindfulness in business and investing Why real estate is still a people business Knowing when to walk away from the wrong deal Guest Information Jonathan Greene is a real estate investor, former trial attorney, and host of Zen and the Art of Real Estate Investing. Website: https://zenandtheartofrealestateinvesting.com Website: https://trustgreen.com Social: Trust Green Call to Action Learn more at: https://zenandtheartofrealestateinvesting.com https://trustgreen.com

Some real estate projects create income. Others create lasting impact. Dr. Janet Tonkins shares the remarkable journey from being forced out of her family home with her young daughter to building a successful real estate career that has included more than $900 million in transactions. One of her latest projects is a 74 unit apartment community built specifically for grandparents raising their grandchildren. Janet explains why this type of housing is needed, how the project received support from local and state partners, and why every resident deserves quality housing regardless of whether they receive subsidies. She also shares lessons on tenant management, relationship building, and why stewardship has become the driving force behind her work. Key Topics Growing up in the projects and starting over with nothing Buying a 23 room triplex with no money down Creating housing for grandparents raising grandchildren Building partnerships with government and private developers Why quality housing matters for every tenant A new housing project designed for homeless veterans Stewardship over wealth Guest Information Dr. Janet Tonkins is a real estate investor, developer, and educator focused on creating housing that serves communities while building long term wealth. Website: thecashflowdiva.com Call To Action To learn more about Dr. Janet Tonkins and her work, visit: thecashflowdiva.com

When deals get difficult, communication becomes your greatest asset. Many commercial real estate sponsors are facing loan extensions, paused distributions, and difficult investor conversations. Commercial real estate attorney Richard Crouch explains how operators can successfully navigate these situations by staying proactive instead of reactive. Richard discusses what lenders actually expect during loan workouts, why borrowers should arrive with a well prepared proposal, and how honest communication helps maintain trust with investors. He also explains the legal mechanics behind capital calls, the importance of well written operating agreements, and why protecting your reputation today creates opportunities tomorrow. Key Topics Communicating effectively with lenders during loan workouts Preparing proposals before meeting with loan servicers Keeping investors informed during challenging periods Understanding capital calls and member dilution Why operating agreements should anticipate difficult markets Building a long term reputation through transparency Guest Information Richard Crouch is a Partner at Woods Rogers and focuses on commercial real estate law. He advises sponsors on commercial real estate transactions, business formations, loan workouts, governing documents, leasing matters, and related legal issues. Website https://www.woodsrogers.com Call to Action Learn more about Richard Crouch and connect through his attorney profile at Woods Rogers.