Real Estate Investor Podcast

1031 Specialists
Call 1031 Specialists on 631-438-1031

Episode #243 - Jon Hilley – The 1031 Playbook

1031 exchanges are incredibly valuable for investors and are often underutilized and ignored. Today on the Real Estate Investor Podcast, co-founder and CEO of 1031 Specialists, Jon Hilley, joins us to share a play-by-play of 1031 deals. Tuning in, you’ll hear all about Jon’s career and what his company does, the structure of a 1031 deal, a definition of a few 1031 terms, and so much more! We delve into Jon’s thoughts on Delaware Statutory trusts before he stresses the importance of hiring a qualified intermediary for 1031 exchanges. He even discusses the fee structures and reminds us why proper planning is key in these kinds of deals. Finally, our guest touches on some common mistakes he sees being made in 1031 exchanges. Thanks for listening in!

Key Points From This Episode:

A warm welcome to today’s guest, Jon Hilley.
What Jon and his company, 1031 Specialists, do.
The structure of a 1031 deal and why it’s important.
Jon explains basis, equity, and net investment goal.
His thoughts on DSTs (Delaware Statutory Trusts).
The importance of hiring a qualified intermediary.
Jon explains his fee structures for 1031 deals.
The importance of proper planning in 1031 exchanges.
Common mistakes investors make in 1031 deals.

Links Mentioned in Today’s Episode:

Jon Hilley on LinkedIn

National Association of REALTORS

Asset Management Mastery Facebook Group
Invest Smart

Break of Day Capital
Break of Day Capital Instagram

Alvin Uy on LinkedIn
Alvin Uy on Instagram
Alvin Uy on X
AARK Investments
Rich Dad, Poor Dad

Episode #242: Alvin Uy – Real Estate Product Developer

What happens when a former engineer and Shark Tank entrepreneur applies a product developer’s mindset to real estate? Alvin Uy has been focused on real estate in Los Angeles for 22 years, doing construction, fix-and-flips, short-term rentals, ADUs, SB9, and most recently, senior living. In this episode, Alvin shares how he built wealth by treating real estate like a product, creating solutions that attract tenants instead of chasing them. From maximizing returns through ADUs and rent-by-the-room strategies to developing co-living and senior housing models inspired by personal experience, Alvin reveals the creative approaches that have allowed him to thrive in one of the nation’s toughest markets. He also opens up about today’s challenges with capital raising and investor expectations, while offering an optimistic outlook on Los Angeles real estate as the city prepares for global events and a new wave of growth.

Key Points From This Episode:

Alvin Uy’s pursuit of real estate after seeing his immigrant parents lose everything.
How Alvin transitioned from aerospace engineering and design into real estate by leveraging creativity and side hustles like flipping homes.
What appearing on Shark Tank taught him: the value of betting on himself instead of selling out early.
How viewing real estate as a product helped Alvin by shifting his focus from chasing deals to creating solutions people chase.
Building ADUs in Los Angeles to force appreciation and cash flow.
Boosting his returns by pivoting to rent-by-the-room models that maximized market rents and tenant turnover benefits.
Partnering with a construction team that allows scalable, cost-efficient builds.
Diversifying by experimenting with co-living models like student housing, assisted living, and sober living.
Managing investor expectations and navigating market uncertainty with high-end flips.

Links Mentioned in Today’s Episode:

Asset Management Mastery Facebook Group
Invest Smart

Break of Day Capital
Break of Day Capital Instagram

Larry English on LinkedIn

Episode #241: Larry English – Former NFL Player Talks Peak Performance

What does it mean to operate at peak performance, and how can entrepreneurs and real estate investors learn from this principle that athletes adopt? From the NFL field to real estate and beyond, today’s guest, Larry English, knows what it takes to perform at the highest level. In this episode, Larry shares his journey from retiring from football to building success in real estate and founding MindBody Mastery, a program dedicated to helping people unlock peak performance. He breaks down common misconceptions about high achievement, the critical role mindset plays, and more! Larry also reflects on what he wishes he knew about peak performance in his youth, offers advice for anyone stuck in a plateau, and reveals how anyone can reach new levels of growth and performance. You don’t want to miss this one, so be sure to tune in now!

Key Points From This Episode:

A brief overview of today’s guest, Larry English.
What led him to retire from football and get into real estate.
How he became a peak performer not only in football, but real estate too.
What led Larry to start MindBody Mastery and what they do.
Some misunderstandings about achieving peak performance.
How mindset plays a role in the effectiveness of peak performance.
Larry shares his favorite piece of equipment he uses every day.
What he would tell his younger self about peak performance.
Larry’s advice for anyone who has hit a plateau and feels stuck.

Links Mentioned in Today’s Episode:

Larry English on Instagram

Larry English on X

MindBody Mastery
Asset Management Mastery Facebook Group
Invest Smart

Break of Day Capital
Break of Day Capital Instagram

Anton Mattli Email Address

Episode #240: Anton Mattli – Financing in a Tight Market

The commercial real estate market is shifting quickly, and in order to keep up and ensure you can finance your investments, you need to be able to adapt. In this episode of the Real Estate Investor Podcast, Anton Mattli from Peak Financing joins us to share his insights on today’s market trends and what lending is like in commercial real estate today. Tuning in, you’ll hear all about why lenders are tightening their scrutiny on loan schedules, how transparency can make or break your lender relationships, and more! He offers practical advice for navigating loan modifications before sharing his outlook on interest rates in the year ahead. Finally, Anton leaves listeners with some advice about seeking a real estate loan. Thanks for listening in!

Key Points From This Episode:

An overview of today’s guest, Anton Mattli.
Anton shares his thoughts on the current commercial real estate market.
Why lenders are scrutinizing real estate loan schedules.
The importance of transparency when communicating with lenders.
Anton shares his advice for anyone going through loan modifications.
How he sees the rates evolving in the next few months.
Some words of wisdom for anyone looking for a loan.

Links Mentioned in Today’s Episode:

Anton Mattli on LinkedIn

Peak Financing

Break of Day Capital
Break of Day Capital Instagram

Chad Ackerman on LinkedIn

🙏 Special thanks to our sponsor, Bromley Palamountain of Northwestern Mutual — helping professionals and business owners build financial plans that support long-term freedom.

Book your complimentary consultation, click the link: https://www04.timetrade.com/app/nwmf/workflows/NWMUTUAL-RLPA/schedule?resourceId=i9ffzqbyq0&appointmentTypeGroupId=g6sk2yb3&appointmentTypeId=ypax1yx2

Website: https://www.northwesternmutual.com/financial/advisor/bromley-palamountain/

Episode #239: Chad Ackerman – Investor Syndication Need to Knows

There are always investment opportunities; you just have to be patient enough to look for them! Today, we welcome the founder of the passive real estate investment educational platform, CARE, Chad Ackerman, to the show to discuss everything you need to know about investor syndication! Tuning in, you’ll hear all about Chad’s career and how investing led him to leave his corporate job, some big limited partner mistakes to avoid, and key things to look for in a PPM. We delve into Chad’s focus in the space right now before he tells us about his new coaching program and Passive Pockets. We even discuss what Chad thinks we can expect from the future of investing and interest rates. Finally, our guest tells us about some things he always avoids when looking for investing opportunities. Thanks for listening in!

Key Points From This Episode:

Introducing Chad Ackerman to the show.
How Chad got into passive real estate investing.
Why Chad eventually left his corporate job.
Some of the biggest mistakes you can make as an LP.
Key things to look for in a PPM as a limited partner.
Why Chad is focused on multi-family right now.
Chad tells us all about Passive Pockets and his coaching program.
Where he thinks the future of real estate opportunities is headed.
Chad tells us about his ‘heck no’s’ in investing opportunities.

Links Mentioned in Today’s Episode:

CARE

Break of Day Capital
Break of Day Capital Instagram

Daniel Casey on Instagram

Episode #238: A Mile Deep – Daniel Casey

Today, we take a look at what happens when you narrow your focus to a single area, choosing to go a mile deep. We’re joined by Daniel Casey, President and CEO of North40 Capital, a local property developer, and BlackRock Construction Group, a commercial general contractor specializing in multifamily, senior living, and income-producing products. To start, Daniel introduces himself and the companies he runs before explaining how his background as a general contractor serves him in the work he does today. Then, we learn about North40’s commitment to servicing only one area (Tacoma, Washington), why the company stands tall above its competitors, how Daniel built an impressive portfolio without having to raise his own retail capital, and how he and his team identify the areas they’d like to get involved in. We also examine North40’s rent bumps evolution from its inception until now, as well as where the business currently stands and what it has planned moving forward. To end, Daniel details everything we need to know about the 2025 Gobundance Multifamily Summit, and we discover the best ways to connect with him and his work.

Key Points From This Episode:

How Daniel’s GC background helps him in the work he does today.
Why his company chose to narrow its focus to one area, but with multiple asset classes.
How North40 and BlackRock stand out among their competitors.
The portfolio of assets and investors Daniel built without raising his own retail capital.
Insight into the buy box: how he and his team identify their target areas.
Unpacking the evolution of his rent bumps and the differences in Class-A rents.
Exploring the current state of North40 and BlackRock and their plans for the near future.
The ins and outs of the upcoming Gobundance Multifamily Summit.
How to connect with Daniel Casey, North40, and BlackRock.

Links Mentioned in Today’s Episode:

Daniel Casey on LinkedIn

North40 Capital

BlackRock Construction Group

2025 Gobundance Multifamily Summit

2024 Gobundance Multifamily Summit – Led by Daniel Casey

The Science of Scaling

J Scott on LinkedIn

Matt Faircloth on LinkedIn

Andrew Cushman on LinkedIn

Amanda Han on LinkedIn

Bethany LaFlam

Break of Day Capital
Break of Day Capital Instagram

Sahil Bloom | SRB Ventures

Episode #237: Sahil Bloom: The 5 Types of Wealth

Once you truly understand what a wealthy life means to you, you can go out and take action to build that life, and you’re much more in control of your whole life than you may think! Today, we’re joined by Sahil Bloom, Managing Partner of SRB Ventures, writer of the Curiosity Chronicle, and bestselling author of The Five Types of Wealth: A Transformative Guide to Design Your Life, to explore how we can live more holistically wealthy lives. Sahil walks us through how to measure social wealth, social hacks to be aware of, and how to grow in love instead of falling into it. We unpack the IKEA effect, Sahil’s greatest challenges and accomplishments, curiosity as the only real fountain of youth, and the ins and outs of Time Wealth. You’ll also learn about the importance of awareness, the one type of wealth Sahil would gift to his son before all others, and mindsets that have kept him grounded during uncertain times. Tune in to gain practical tools and fresh perspectives on redefining success, building holistic wealth, deepening your relationships, and designing a more intentional, fulfilling life!

Key Points From This Episode:

What inspired Sahil to write The 5 Types of Wealth.
How action eliminates fear (and what taking a real leap looks like).
The story behind “building a bigger boat”
How to measure social wealth (and some social hacks worth noting).
Keys to building healthy, thriving romantic relationships.
Understanding the IKEA effect.
Lessons from Sahil’s greatest struggles and accomplishments
Why curiosity is the ultimate fountain of youth
Relationships that have encouraged hidden parts of himself to emerge.
Time Wealth, the “yes, damn” effect, and the new opportunity test.
A recent learning curve that changed how Sahil sees the world.
How Sahil refuels his awareness and why it matters
What a wealthy day of health looks like.
Why he’d gift his son strong relationships over any other kind of wealth.
Grounding quotes and mindsets for uncertain times
Best practices for building holistic wealth.
What Sahil wants to be remembered for in 30 years

Links Mentioned in Today’s Episode:

Sahil Bloom on LinkedIn

Sahil Bloom on Instagram

Sahil Bloom on X

Sahil Bloom on YouTube

The 5 Types of Wealth

The Curiosity Chronicle

Invest Smart Summit

Harvard Study of Adult Development

Break of Day Capital
Break of Day Capital Instagram

Kathy Fettke on Instagram

Episode #236: Kathy Fettke – Navigating the Economic Landscape and Rental Market Trends

With rising debt, shifting prices, and mounting investor uncertainty, what’s really going on in the US economy? In this episode, real estate expert Kathy Fettke joins us to break down key trends shaping the housing and rental markets today. From the rise in multi-family loan delinquency to the surprising stability in home defaults, Kathy explains what these signals mean for investors. We also explore the impact of the potential Big Beautiful Bill, the role of financial engineering in today’s economy, and where prices are rising or leveling across the country. Whether you’re navigating your first investment or managing a growing portfolio, this conversation offers timely insights and practical takeaways. Tune in now!

Key Points From This Episode:

Introducing today’s guest, Kathy Fettke.
An overview of how the US economy is doing at the moment.
The debt-to-income issue and why it’s problematic.
A breakdown of the rise of multi-family delinquency.
The positive sides of the Big Beautiful Bill.
Where prices are going up on houses and where they’re stabilizing.
Why delinquency rates on homes aren’t going up.
What all of this really means for investors.
The role of financial engineering in the US economy.

Links Mentioned in Today’s Episode:

Kathy Fettke on LinkedIn

Kathy Fettke Linktree

Kathy Fettke on X

Retire Rich with Rentals

Scaling Smart

Break of Day Capital
Break of Day Capital Instagram