From syndications to private loans, we uncover the diverse landscape of investment options available through self-directed IRAs, shedding light on how these vehicles can ignite wealth-building strategies and diversify portfolios.

Get ready for a raw and essential conversation that we've split into two parts. If you're seeking truth and clarity, this episode is for you. Share it with anyone who needs straight talk. 
This is part 1 of a 2 part series. Stay tuned!!

During our conversation, Jason shares his pivotal 'Aha' moment from his initial loan experience, which catalyzed the growth of a highly profitable lending company. We'll dive into actionable insights on leveraging social media effectively, the significance of podcasts, and how the snowball effect plays a crucial role in capital raising.

Grab your pen and paper, as Jason Balin shares invaluable practical business wisdom that you won't want to miss!

Lee Nugent takes a very candid approach to investing and works to demystify various aspects of Real Estate Investing. 

Mike believes the secret to living a happy, intentional life comes from having a sound financial house.

Show Notes can be found here
https://www.americanlendingconference.com/podcast

Register for our National Private Lending Conference
https://www.americanlendingconference.com/

I'm Matt Rosen, and welcome to the Lenders Playbook Podcast, Episode 27, with special guest Scott Fahl, CEO of Privy. Every week, the Lenders Playbook podcast brings you special guests... weekly, providing the best insight into private lending, real estate, and entrepreneurship. So let's bring him on, Scott Fahl.

I'm Matt Rosen, your host for the Lenders Playbook podcast. Welcome! In this engaging and informative episode, you'll gain insights into the nuances of working with a lender representing a family office and understand how the process operates. This is an episode you'll want to bookmark, save, and share with your friends.

We are thrilled to have Joseph Durso from Title Ease Franchise with us today. If you're ready to take your business to the next level with proven processes and systems, this episode promises to be a game-changer. Learn how Title Ease Franchise guides you through operations, technology, compliance, and proven systems to ensure your success.

We’ll explore alternative investments, the lucrative potential of investment properties in the gig economy, and strategies for empowering your sales team to maximize impact. Packed with actionable insights, this episode is your guide to standing out, attracting clients, and driving growth in a competitive market.

So, grab your notebook, because you're going to want to take some notes on this one. Let’s get into it! 

Ani is the CEO of Dynamic Finance Group and is dedicated to aligning their clients' financial goals with the evolving market. With a focus on exceptional service, personalized support, and transparent communication, they specialize in short-term residential and commercial bridge loans, fix & flip/hold, new construction, and 30-year rental loans. Their commitment to client success drives meaningful progress in every financial endeavor.

Joining us is Dennis Doss, one of the nation’s top legal experts in real estate fund creation. He’s helped countless lenders bring their vision to life while navigating the complexities of fund setup with precision.

We’ll cover:  What is a real estate fund, and how does it differ from REITs or syndications?
 Why should investors start their own fund?
 What legal steps are crucial?
 How does fund structure impact taxes and growth?

This episode is packed with insights you won’t want to miss—so buckle up, this is a game changer.

Stay tuned as we dive into a range of compelling topics, including starting a Nevada corporation, bookkeeping and tax services, living trusts, and even strategies for building business credit. You won't want to miss this!

Today's episode is proudly sponsored by Above Par Capital. Under the expert leadership of Justin Rosenhaus, Above Par Capital specializes in providing investors with the essential funding needed for their real estate investment projects.

If you want to diversify your portfolio and boost your retirement strategy, this episode is packed with insights you can’t afford to skip.

Let’s dive in.

Whether you're a seasoned investor or starting your first fund, this episode offers strategies and inspiration to guide you on your journey. Tune in to connect with the experts and take your real estate game to the next level.

Joining him is Derrek Shannon, Principal at M.R. Qualified. With extensive experience underwriting and managing complex, high-yield loan transactions across asset-based lending and commercial real estate, Derrek is now leading their expansion into emerging markets.Together, they’re redefining what’s possible in real estate financing. 

Before being drafted into the NFL in 2014, he earned both his Bachelor’s and Master’s degrees in Communication Management from the University of Southern California, where he maintained a 3.8 GPA.  Devon played for The New York Giants, Arizona Cardinals, Detroit Lions, and Baltimore Ravens for 9 seasons total.

But his story doesn’t stop with the NFL.  During his academic journey, he discovered a passion for real estate investing and building passive income. Today, he leads 42 Solutions, a thriving private lending company with a robust portfolio of properties and numerous successful investments in syndications. His transition from professional athlete to accomplished investor is nothing short of inspiring."

Get ready for an inspiring conversation about resilience, consistency and real estate. Please welcome to the show, Devon Kennard.

From launching the first real-time pricing engine for property loans—offering instant approvals, term sheets, and proof of funds online—to creating tools like FlipScout for finding profitable deals, New Silver is empowering investors to work smarter, not harder.

Join us as we explore how this innovative platform is transforming real estate investing for professionals and partners alike. Don’t miss it!

Whether you’re a lender looking to streamline pricing and underwriting or curious about the future of lending tech, this episode has something for you.

Stick around as we unpack what makes LoanPASS different, how it helps lenders of all sizes, and what’s next on the horizon for this game-changing company.

We’ll dive into what inspired him to create Inspectify, the challenges he’s faced, and how his platform is empowering inspectors while giving real estate professionals the tools they need to make smarter decisions. We’ll also explore Josh’s mindset, the advice that’s shaped his journey, and the resources that have influenced his success.

If you’re in real estate or curious about how innovation is driving change in traditional industries, this is a conversation you won’t want to miss. Let’s get started!"

Ira’s journey is nothing short of remarkable: from revolutionizing the medical weight management industry in the '90s to owning car and motorcycle franchises in the '80s, and even competing as a member of the U.S. Olympic Wrestling Team. He’s also run over 30 marathons and logged more than 100,000 miles—and hasn’t missed a single day working out!

In this episode, Ira shares how he’s worked with legends like Grant Cardone, John Maxwell, and Mark Cuban. He’ll walk us through his strategies for staying disciplined, filling calendars, and achieving massive goals. Get ready to discover the mindset secrets that have fueled his success and how you can use them to level up your life and business.

*How to turn your day into a revenue-producing machine
*What velocity means in business and how to harness it for unstoppable growth
*The power of 2/10/40 and why it creates true freedom
* How to avoid the dreaded empty calendar syndrome
And so much more!

Before we dive in, mark your calendars for the American Lending Conference, March 21-22, 2025, at Green Valley Ranch in Las Vegas. It's two days of networking, education, and game-changing opportunities in private lending. You won’t want to miss it! Now, let’s get started.

Quotes From The Show:
"Never overpromise and under deliver"
"Always bet on yourself"
"Stay honest and have integrity"

Resources Mentioned:
A New Earth: Awakening to Your Life's Purpose

✅ Stormfield’s mission and the problem they’re solving
✅ How they underwrite and close deals fast
✅ Why being a balance sheet lender gives them an edge
✅ The appeal of private credit for investors
✅ How securitization and loan servicing drive success
✅ The current market’s impact on bridge lending
✅ Traits of top professionals in real estate finance
✅ Must-read publications for business growth

If you're looking to level up your understanding of private lending, this episode is packed with valuable takeaways.

Matt

We’ll cover:
✅ How Phocis Capital helps lenders generate new income streams
✅ The biggest capital reserve challenges lenders face—and how to solve them
✅ Why Phocis offers better security and flexibility than a traditional escrow account

If you’re a lender looking to diversify your revenue and stay ahead of the competition, this episode is a must-listen!

But what if all that stress could just… go away?

That’s where Ryan Goodenoot from Licensing Store comes in. Ryan and his team are in the business of making your licensing headaches disappear. Whether you're struggling to figure out the difference between a Mortgage Broker, Lender, or Banker License, stuck in a never-ending approval process, or trying to expand into multiple states without losing your mind, 

We’ll dive into how you can stay ahead of constantly shifting regulations, avoid the most common licensing mistakes that could be costing you serious time and money, and tap into the strategies that successful lenders are using — thanks to The Licensing Store — to scale across multiple states with ease. If you're tired of hitting roadblocks or second-guessing licensing rules, this episode will give you the clarity and tools to move faster, smarter, and with way more peace of mind.

Plus — we’ll go beyond business and talk about mindset, leadership, and the books and podcasts that have fueled Catalina’s rise as a powerhouse in this industry.

If you're looking to build a smarter, stronger lending business — this one’s for you.

We dive into her journey into the industry, the story behind B.E. Lending, and how the company has evolved over the past decade. You’ll hear valuable insights on where wholesaling and lending meet, how to identify a “no-brainer” deal, cross collateralization and what sets B.E. Lending apart from the competition and 

Whether you’re a new investor or a seasoned pro, this conversation is packed with practical advice, industry wisdom, and tips on building lasting relationships in the lending world.

Tune in and get ready to take notes!

We're catching up with a guest who's been grinding hard behind the scenes since epidose #9—running multiple businesses, growing his family, and riding through the highs and lows of entrepreneurship.

In this episode, we’ll dive into what he’s been building, the incredible things his daughter Sophia is up to, and some of the toughest and most rewarding moments from the past year.

From bull riding lessons that oddly mirror business life, you’ll hear stories that inspire, advice that hits home, and wins that prove the hustle’s worth it. Especially if you remember it wasnt that long ago...

So buckle up, because this episode is loaded with some raw lessons and tons of hear.

Let’s get into it.

But before we dive into today's episode, I’ve got something exciting to share — our National Private Lending Conference is coming up on September 3rd and 4th in Las Vegas! It's going to be the place to connect, learn, and grow in the private lending space, and I can't wait to see you there. Please check out americanlendingconference.com for more details!

Today, we're joined by Dante Petrella from Service 1st — a company that's making some serious waves among private lenders, investors, and even government entities. We are going to talk about how they are building one of the most trusted names in the valuation world.

We'll talk about why Service 1st makes life easier for lenders and brokers, and how their innovations — like their Hybrid AVM model — are helping deals close faster with less risk.

We'll also cover how Service 1st removes the biggest pain points in real estate deals, why experience across both residential and commercial spaces is critical, and why speed and accuracy in valuations have never been more important.

And of course, we'll hear some of Dantes favorite books, tools, and resources — and how you can connect with him if you're ready to work with a valuation partner who truly gets the private lending world.

You won't want to miss this one — so let’s get into it!"

So...If you’ve ever wondered:

What exactly is a hard money loan and why it might beat a traditional bank loan,
What mistakes smart investors still make when it comes to financing,
Or how brokers can position themselves to win big with the right lender partner...

You’re in for a treat.

We’re also pulling back the curtain on Rain City's sweet spot, how they support brokers, and what really sets them apart in a competitive market.

And—because success starts in the mind—we’ll hear how martial arts, mindset, and some game-changing books helped shape this guest's approach to business.

So whether you’re an investor, broker, or just private-lending curious...
Stay locked in. This episode might just be the blueprint you didn’t know you needed.

Let’s get into it.

 Ryan is he's opening doors to a whole new world of retirement investing.

 Whether you're an investor hungry for growth or a partner ready to collaborate, this episode is packed with insights you don’t want to miss.

Tune in now and get inspired to unlock the full potential of your retirement funds!

Lets go

I’ll share personal stories from my background in athletics, explain the systems I’ve built to keep my business engine running, and unpack why early results might seem slow, but behind the scenes, they’re compounding fast. Whether you’re creating content, making sales calls, underwriting deals, or building client relationships, repetition isn’t boring, it’s your most underrated competitive advantage.

If you’re aiming to be the best at what you do, this episode is the reminder (and push) to keep showing up and putting in the reps.

If you are interested in making an additional $100k this year in private lending-then. you need to register for our National Private Lending Conference, Sept. 3-4 in Las Vegas! Check it out! https://www.americanlendingconference.com/

In this episode, we sit down with the founder of RTL Tech, a platform built to streamline the lending workflow using AI. From chasing down collections to automating file flow and supporting busy loan officers, RTL Tech is transforming how lending teams operate—with less friction and more precision.

We explore:

*The core industry pain points that inspired RTL Tech
*How the AI-powered Account Executive Assistant works behind the scenes
*And key advice for anyone starting or scaling in today’s tech-driven lending world.
and so much more...

If you're a private lender, loan officer, or building a lending team, this is your playbook for working smarter not harder.

Today, we sit down with Nate Cater a business leader in our space who did exactly that using PHOCIS  Capital— a platform that’s quickly transforming how private lenders operate. We’ll explore how they entered new markets, discovered overlooked revenue streams, and tightened security without slowing down deal flow.

But here’s the twist: it wasn’t about working harder — it was about working smarter, with the right system.

Stick around, because we’re going to break down the simplified process for balance sheet lenders,  and reveal what monthly perpetuity really means in practice.

This episode might just change the way you think about scaling your lending business.”*

Welcome to the lenders playbook podcast. Your go to resources  for private lending, real estate, and entrepreneurship.Today on The Lender’s Playbook, we’re diving into the origin story of Petra loan servicing with its founder Joseph Dillamore, who went from solving his own lending challenges in the UK to building a national servicing powerhouse here in the U.S. You’ll hear how outdated systems and scattered communication inspired him to create a better solution, what it actually looks like to onboard a lender and why Petra’s borrower-first approach is improving loan performance across the board.

 
If you’re a lender looking to streamline your servicing, improve borrower communication, and grow with confidence, this episode will show you how Petra can help you do just that—without the headaches.

While most brokers avoid these complex projects, Jerry has built a thriving business over 30 years around them, leveraging experience, speed, and creative structuring to fund deals others wouldn’t touch.

We dive into:

Why ground-up and land deals are often misunderstood—and how to do them right
What makes a borrower actually fundable in today’s market
Red flags you should never ignore
The tech tools and trends that are changing the private lending game
And the one type of financing that’s being completely overlooked right now

Whether you’re a lender, broker, or investor, this episode gives you a real-world look into how to win in a part of the industry few dare to touch.

Join us live at the American Lending Conference, Sept 3–4 in Las Vegas. Details at AmericanLendingConference.com

We break down their Pre-Construction Review process, real-world red flags, and what a “healthy” project should actually look like.
Plus—mindset, business advice, game-changing tools, and the books that helped shape his journey.

And if you're serious about growing in this space, don’t miss our National Private Lending Conference, happening Sept 3–4 in Las Vegas. We will have a a room stacked with capital providers, lenders, brokers, investors and serivce providers. If you need more reliable funding sources, or looking to grow your pipeline of investors and brokers this is your event! check us out and get your tickets soon! We are almost sold out! https://www.americanlendingconference.com/

In today’s episode, we’re diving into the hidden world of licensing with Catalina Stepanov! We are talking about CE renewals, multi-state expansion
where one missed deadline or wrong assumption can cost you time, money, and momentum. Our guest has seen it all,  from brokers losing six-figure opportunities due to paperwork mistakes, to the surprising ways companies slow themselves down without even realizing it.

If you’re a broker, lender, or investor looking to grow across state lines  or just stay ahead of your CE renewals this episode will give you the roadmap. You'll learn what to do before you touch the paperwork, how to stay compliant without the stress, and where to go for clear, hands-on help

Let’s jump in!

Dont Miss The National Private Lending Conference Of The Year!
https://www.americanlendingconference.com/

I’m sitting down with Logan Richetti someone who’s built world class systems, communities, and platforms that are shaping the future of it. From Finley Capital to LendSafe to LendPrivate, he’s architecting one of the most practical, scalable paths I have seen in private lending.

We talk about how to start lending without a big team, how to raise money the right way (especially from friends and family), what kind of lifestyle this business can create, and the core reasons some lenders thrive while others stall out.

Whether you're a broker, an investor with capital, or someone ready to make lending your main thing,  this episode will give you the tools, mindset, and clarity to move forward fast. Please share this with your friends. 

National Private Lending Conference
https://www.americanlendingconference.com/

Show notes, resources, replays here

Today’s guest is none other than Anthony Geraci. Anthony has scaled multiple companies Geraci Law, Stratus Finance, and Move and services as the Vice chair and Founder of AAPL— Anthin d brings a wealth of insight on leadership, strategy, and the future of lending.

We’ll cover how he spots great opportunities, the biggest mistakes lenders make, and how AI and regulation are reshaping the industry.

Quick heads up: If you haven’t grabbed your seat for the American Lending Conference, its happening Sept. 3–4 in Las Vegas, now’s the time. This is where capital, deal flow, and a thriving community connects. Visit AmericanLendingConference.com—seats are almost gone.

Lets bring him on...

Today on we’re talking with Trey Markel with Centrex — the fintech platform helping alternative lenders streamline operations, win more clients, and scale fast.
We’ll cover what makes Centrex different, real success stories, and where fintech is heading next. If you want to ditch clunky systems and close more deals, this episode is for you. Lets bring on Trey Markel

Today we’re taking a deep dive into the evolving world of valuations and appraisals with Service 1st, a company that’s redefining how private lenders and investors approach the appraisal process. My guest is Pete Gianfransesco who plays a pivotal role in guiding the company’s mission and innovation as the Senior VP of Appraisals.

We’ll talk about what Service 1st does, who they serve, how their technology is streamlining the process, what sets them apart from other AMCs, and how they’re tackling some of the biggest challenges in today’s appraisal market. We’ll also cover what private lenders should look for in a great AMC partner, the trends shaping the future of valuations over the next couple of years, and Pete's personal insights on leadership,

If you want a clear picture of where the appraisal industry is headed — and how to make sure you’re working with the right partner — this episode is for you.

And we are right around the corner from our 4th national private lending conference, Sept 3-4 in Henderson, NV, where you will meet most of our podcast guests, lenders, investors, capital providers, and brokers for great networking opportunities and education.  We're excited to announce an amazing lineup: a kickoff cocktail party, world-class breakfast and lunch, an after-party with a huge exhibitor hall, and some cool surprises for you!  lease go to www.americanlendingconference.com for more details

And now, let's bring on Greg Herlean

The American Lending Conference is just around the corner—next week, September 3rd–4th at the beautiful Green Valley Ranch in Las Vegas. This national event is where lenders, brokers, investors, and industry experts come together to connect, learn, and grow.

In today’s episode, we’re joined by Chris Donovan from Doss Law, who will be taking the stage at the conference to share some powerful insights on multi-state expansion and the legal strategies lenders need to know. We’ll talk about the challenges, the risks, and the smartest ways to grow your lending business with the right structure in place.

So, whether you’re attending the conference or just tuning in from home, you’re going to walk away with real, practical advice you can apply right away. Let’s jump in.”

I’ll share some of the highlights, the energy in the room, and the key takeaways that are shaping the future of private lending. Whether you were there in person or following from afar, this episode gives you an inside look at what made the event so special and why the American Lending Conference has become the place to be for the lending community.

Be sure to mark your calendar! March 10-11, 2026
5th National American Lending Conference and Golf Tournament!
https://www.americanlendingconference.com/

We’ll unpack the problem that sparked the creation of Lendr, how it streamlines day-to-day operations for lenders, and the biggest transformations they’ve seen in businesses that made the switch. Plus, we’ll talk about the automation features lenders love most, what sets successful entrepreneurs apart, and even the book that’s made the biggest impact on Bryce's journey.

So whether you’re looking to save time, scale your business, or just stay ahead of the curve with the right tech and marketing tools, you won’t want to miss this one.

Let’s jump in!

Do not miss our 5th National American Lending Conference!
March 10-11, 2026 in Las Vegas. The best and brightest in private lending will be there! Will you? 
Register here-->https://www.americanlendingconference.com/

We’re joined by Melissa Martorella, Partner at Fortra Law, one of the most respected legal firms in private lending. Melissa shares how she built a powerhouse team serving lenders nationwide, the biggest legal mistakes to avoid, and what it takes to stay protected in a changing market.

Grab your notebook this one’s packed with game-changing insights for lenders, brokers, and investors.
This episode is brought to you by Temple View Capital, your trusted nationwide private lender offering fast approvals, flexible loan programs, and a common-sense approach to funding.
Meet them live at the American Lending Conference, March 10–11 at Green Valley Ranch in Las Vegas. Visit https://www.americanlendingconference.com/ to register.

Now, let’s jump in with Melissa Martorella from Fortra Law.

In this episode, we unpack the real problems in today’s underwriting process: slow turnaround times, inconsistent valuations, and decisions often based on gut instead of data. Chance shares the moment he realized AI could outperform traditional methods, how his platform delivers faster and more accurate deal analysis, and why this technology is already reshaping the lending landscape.

We also discuss the biggest challenges in scaling a tech company in the real estate space, how users are reacting to AI-driven underwriting, and what deal valuation is likely to look like by 2026.

If you’re a private lender, broker, or real estate investor looking for the future of deal analysis, this episode is packed with insights you can use today.

Our guest today is by Brock Berglund, a specialist in commercial foreclosures and loan workouts, we break down real-world scenarios, common lender misunderstandings, and practical strategies to avoid costly mistakes when deals go sideways.

This episode is brought to you by Temple View Capital Funding, LP, a national private money lender offering flexible, common-sense financing for non-owner-occupied residential investment properties—helping investors close faster and scale smarter nationwide.

American Lending Conference
National Private Lending Event
March 10-11, 2026
Las Vegas, Green Valley Ranch
https://www.americanlendingconference.com/

Welcome to the Lenders Playbook! Today is a big day for us. This is our 100th episode, and I honestly couldn’t think of a more fitting way to mark the milestone here at the start of 2026.

When I look back at why this podcast started, it was always about bringing real conversations, real operators, and real value to this industry—not hype, not noise, but people who are actually in the arena doing the work.

That’s why having Nema and Kevin Kim on for episode 100 feels perfect.

They represent exactly what this show is about: long-term thinking, discipline, execution, and building something that lasts. Their journey, the way they operate as a law firm and the impact they’ve had in this space align completely with the standards we try to hold here every single episode.

So if you’ve been with us since episode one—or if this is your first time tuning in—this conversation is a powerful one. I’m excited, grateful, and proud to bring you episode 100 with Nema Degbandan and Kevin Kim from Fortra Law.

Let’s get into it.

In this episode, I sit down with Taylor Greer, a seasoned real estate and hard money professional who’s been navigating the Sacramento market since 2005. Taylor breaks down how CARLILE was built as a true all-inclusive boutique brokerage—combining real estate, lending, hard money, and appraisals under one roof—and why that model gives buyers and investors a serious advantage.

We dive into how the Sacramento market has evolved over the years, where smart money is finding opportunity right now, and the biggest mistakes buyers and sellers continue to make. Taylor also shares real client success stories, his education-first approach to investing, and what buyers and investors need to understand heading into 2026.

If you’re looking to make smarter real estate decisions, spot opportunities others miss, and learn how integrated services create better outcomes, this episode is packed with insight.

In this episode, we’ll talk about how he got started in the note business, the types of deals he looks for, and how he decides which notes to buy. We’ll also get into what makes his company different, where he thinks interest rates are headed in 2026, and some of the leadership principles that have helped him build the business.

Today we sit down with Roy Landers. An attorney and former judge... and I’ve got to say — this was one of the most eye-opening and fun conversations I’ve had in a while.

Roy buys profitable small businesses from retiring owners and scales them with investors. It’s an incredible model for entrepreneurs who want to own a business without starting from scratch.

Many of these acquisitions also include real estate, creating opportunities for loans backed by strong collateral, cash flow for investors, and sometimes even equity participation when the deal makes sense.

We talk about mergers and acquisitions... buying boring, service-based businesses, scaling them, buying more, and eventually exiting.

This is truly a fascinating niche, and I know you’re going to love this one.

First a Quick shoutout to one of the lenders we work with — Deephaven Mortgage.

If you're a real estate investor who’s ever been told ‘you don’t qualify’ by a traditional bank, this is exactly why Deephaven exists. They specialize in Non-QM loans, which basically means they look at deals differently — using common sense and flexible underwriting instead of rigid government guidelines.

They work with over 1,000 mortgage brokers nationwide and fund loans for investors, landlords, and entrepreneurs who don’t always fit the traditional box.

Deephaven is headquartered in Charlotte and backed by Pretium, a major investment manager in real estate and mortgage finance.

If you're looking for financing on your next deal, reach out to me and I’ll see if Deephaven could be a fit. 

Oct. 9-10, 2026
American Lending Conference
National Private Lending Conference
https://www.americanlendingconference.com/

I sit down with Stephen Lawrence from BlueCraft Leads to break down their system designed specifically for private lenders. We cover how they attract serious borrowers, filter out unqualified leads, and deliver results for private lenders, brokers, and funds alike.

If you’re ready to stop chasing deals and start building a predictable pipeline, this episode is for you.

Thank you Sponsor~
This episode is brought to you by Title Ease, a turnkey franchise solution to start your own title and closing company. Launch a new revenue stream, increase your enterprise value, and take control of your customers’ transactions. Check them out at https://www.titleeasefranchise.com/ and meet them at the American Lending Conference, Oct 9–10 in Las Vegas.

American Lending Conference -Oct 9-10, 2026 Las Vegas
https://www.americanlendingconference.com/

Today’s episode is all about one thing, how to invest in multifamily real estate like the pros… even if you’re not one.

I sit down with Victor Bell, a longtime friend and seasoned expert in the multifamily investing space. We break down what actually makes a deal profitable, the key metrics every investor and lender should understand, and how to avoid costly mistakes, whether you’re investing passively or deploying capital as a private lender.

If you’re looking to make smarter, more confident investment decisions in multifamily real estate, this episode is for you.

Thank you Episode Sponsor!
Dynamic Finance Group
If you’re a real estate investor looking for speed, flexibility, and a lending partner that actually understands your deals, Dynamic Finance Group has you covered.

From short-term bridge loans to fix-and-flip, new construction, and long-term 30-year rental financing, they offer solutions built to move at your pace.

What sets them apart?
Clear communication, hands-on support, and a team that puts your goals first.

If you’re ready to close faster and scale smarter, connect with Dynamic Finance Group today.
https://www.dynamicfinancegroup.com/
Check out the podcast I did with them! 
https://app.fusebox.fm/embed/player/track/Kbx2Q3jWNM/42

Join us for the 5th National American Lending Conference! Oct 9-10, 2026 in Las Vegas at the Green Valley Ranch!
https://www.americanlendingconference.com/

Today’s episode is a powerful one with Ashkan Bashiri, we’re diving deep into real estate, lending, and what’s actually happening in today’s market… not just at the local level, but globally. Ashkan also spoke about this with Michael Franzini on the same topic.

With rising geopolitical tension, including the ongoing situation involving Iran, and uncertainty across the economy, investors are asking the same question right now: Where are the real opportunities—and how do you navigate risk?

So today, we’re breaking that down.

We’re joined by someone who operates at a high level across multiple sides of the business—real estate, lending, hard money, and valuation—all under one roof at CARLILE, a true all-inclusive boutique brokerage.

In this conversation, we get into:

His journey into real estate and what led him into the world of hard money lending
The turning points and early mistakes that shaped how he operates today
What most investors are getting wrong right now—and where the real opportunities are
And how global events, like the Iran situation, could impact rates, liquidity, and investor behavior

If you’re an investor, broker, or someone looking to better understand where the market is heading—this is an episode you don’t want to miss

This episode is brought to you by Directed IRA. With over 1,000 clients served and more than $3 billion in assets under custody, Directed IRA is a trusted leader in self-directed retirement accounts. Their network includes 20,000+ investors and 60+ dedicated associates supporting over 100 daily transactions. Whether you're investing in real estate, private lending, or alternative assets, they give you the tools and control to build wealth your way. Plus, check out their #1 ranked Self-Directed IRA Podcast, bestselling book, and the industry-leading Self-Directed IRA Summit. If you're serious about taking control of your retirement, Directed IRA is where it starts.

In this episode, I sit down with Aidan Wong and Adrian Posoz from RSC Private Lending to break down how they went from figuring it out on the fly to running a high-level operation focused on real underwriting, strong borrower relationships, and long-term performance.

We also get into how they’re using AI to move faster and make better lending decisions, and what the future of private lending actually looks like.

This episode is brought to you by Verivest, helping real estate investment managers design, launch, and operate funds with structure, discipline, and real-world experience. https://www.verivest.com/

Today, we sit down with Reed from Myers Capital to break down the world of passive mortgage investing. This is a strategy where your capital is deployed into real estate-backed loans, generating predictable monthly cash flow while staying secured by tangible assets.

We go deep into what this actually looks like in the real world—from how deals are structured, to how investors get paid, and why more experienced investors are shifting away from traditional rentals and into lending.

We also unpack the risks, how to protect your downside, and what separates successful investors from everyone else, including the mindset, habits, and lessons Reed has learned along the way.

If you’ve ever wondered how to turn your money into a consistent monthly paycheck backed by real estate, or how to get started the right way, this episode will give you the blueprint.