The Pete Podcast

This week on The PETE Podcast, host John Nolan sits down with Mitzi Dyane, the investor who turns trailer trash into cash and leads the Mobile Home Profits Kingdom. Mitzi bought her first home at 19, a double wide on half an acre, and rented out the rooms to cover her mortgage through college. After a decade in finance as an advisor and compliance officer overseeing 17 branches and 250 advisors, she built a single family and multifamily portfolio before pivoting to mobile homes three and a half years ago. What she found was a calling as much as a niche: affordable housing that serves families being priced out of the market while producing some of the best returns of her career. From quick $9,000 wholesale paydays and $20K-in, $20K-out flips to 12% cap rate park portfolios and chattel loan financing, Mitzi lays out the entire playbook, plus a duplex fire story you have to hear to believe.   Episode Highlights [0:40] – John welcomes Mitzi Dyane, who turns trailer trash into cash and runs the Mobile Home Profits Kingdom [1:19] – Buying her first home at 19: a double wide on half an acre with roommates covering the mortgage [1:48] – Transitioning from single family and multifamily to mobile homes as affordable housing tightened in San Antonio [2:12] – Making six figures on mobile home flips while selling well under the median home price [3:16] – Mitzi's finance background: ten years as an advisor and compliance officer over 17 branches [3:39] – The $6,000 park mobile home renting for $1,300 a month that changed everything [4:48] – Accidentally wholesaling her first two park homes for quick $9,000 paydays [7:18] – The $20K purchase, $20K rehab, $20K profit formula and keeping all-in costs under $30K [8:32] – Why 1976 matters for manufactured housing standards and Mitzi's preference for 2000 and newer [11:02] – Buying 12 park homes at once and turning the mistake into 12% cap rate portfolios for investors [14:19] – Chattel loans explained: 21st Mortgage, Cascade, Triad, Vanderbilt, and local credit unions [15:30] – The standard deal: buy at $30K, collect $700 a month, paid off in about four years [17:33] – Inside the Mobile Home Profits Kingdom: Hunters, Kings, Blacksmiths, and Guardians [22:06] – The duplex that burned down three days after a tenant moved in, plus a hidden pit bull [26:06] – Where beginners should start and Mitzi's limited time $147 a month community special [28:45] – Final words: a free mobile home that made $42,000, keeping it simple, and taking action   5 Key Takeaways Adapt to where the market is going. Mitzi moved from single family to mobile homes because taxes, insurance, and interest rates were pricing families out, and serving affordable housing became her most profitable niche. Small numbers can produce big returns. A $6,000 park home renting for $1,300 a month pays itself off in a year, and a standard $30,000 deal at $700 a month is free and clear in about four years. Know the rules before you move a home. Verify your mover is licensed with the manufactured housing division, insured, and permitted with the Department of Transportation, and remember a home only keeps FHA and VA eligibility if it has been moved once from the manufacturer. Turn mistakes into systems. When Mitzi bought 12 park homes before lining up buyers, she filled them with tenants and packaged them into 12% cap rate portfolios, getting paid twice on the same homes. Master your strengths and partner for the rest. The Kingdom's Hunter, King, Blacksmith, and Guardian roles exist because deals move faster when people focus on what they are naturally gifted at instead of grinding away at their weaknesses. Closing Remark Mitzi Dyane represents what happens when financial discipline meets a heart for affordable housing: a business that serves families who need a decent home while rewarding the investor bold enough to go where others won't. Her story, from buying a double wide at 19 to building the Mobile Home Profits Kingdom, is proof that creativity and action beat fear every time. If you enjoyed this episode, make sure to rate, follow, share, and review The PETE Podcast so more investors can learn how to build smarter real estate businesses.

Alicia Jarrett is a former real estate investor turned data infrastructure founder who spent a decade fixing and flipping homes from Australia, running vacant land deals, and building a data and marketing company before launching Sifter Solutions Inc., a platform sitting at the intersection of data aggregators and the apps that use them. Based now in Florida after relocating from Australia, she brings a decade of operator experience to a company purpose-built to solve a problem she lived firsthand: the real estate industry wastes between 50 and 70 percent of the $30 billion it spends annually on data because nobody is managing that data once it's bought. In this conversation with host John, Alicia breaks down what Sifter does across three layers — data processing as a service, AI-powered record verification through a product called Sifter Truth, and blockchain infrastructure for tokenizing real world assets — and why every piece of it traces back to a simple belief: if you don't trust the data, you shouldn't be buying it. She also goes deep on entrepreneurial pivoting versus shiny object syndrome, why your North Star matters more than any strategy, and what she sees happening in the real estate market over the next six to nine months. If you're a real estate operator who's ever bought a list and wondered whether it was worth anything, this conversation will change how you think about data forever.   Episode Highlights [0:41] – Host John introduces Alicia Jarrett, now living in Florida after a decade of real estate investing from Australia [1:56] – How Alicia thinks about her business journey: not a series of new starts but a decade-long evolution from fix and flip to vacant land to data and finally to Sifter Solutions [3:49] – Why a decade of doing real estate deals yourself makes you a fundamentally better product builder for the people still doing them [5:13] – Alicia's take on what failure actually means for an entrepreneur and why pivoting is a skill set that takes real courage to develop [6:28] – The difference between shiny object syndrome and a true strategic pivot and how a clear North Star is the only reliable filter between the two [8:08] – Why some people chase the next thing not because of opportunity but because they can't tolerate difficulty — and what that pattern costs them [9:06] – How Sifter is built on three pillars: big data, AI, and blockchain, and why Alicia's job is not to be the expert but to find the people who are [11:45] – The $30 billion problem: how much the US real estate industry spends on data annually and how much of it gets wasted because no one manages the lifecycle [13:05] – What Sifter's platform does before you buy data: analytics, fall-through rates, assessed value versus sale price, and FHA/VA/conventional splits so you know what you're purchasing [14:55] – How Sifter sits in the middle of data aggregators and marketing systems to manage compliance, skip tracing, DNC checks, refresh cycles, and CRM delivery [16:29] – Sifter Truth: the AI-powered truth layer being built to verify individual records, and why a verified data record could soon be worth far more than the $0.05 to $0.10 people pay today [19:11] – Web2 versus Web3 in plain English and why blockchain puts the data consumer in control of access, payments, and smart contract management for the first time [20:11] – How Sifter's partnership with TX (formerly Solar) is tokenizing every US property across 2,000 data points per property to lay the groundwork for DeFi real estate lending [26:23] – Alicia's three-part framework for deciding whether a business pivot is real: who does it help, how big is the problem at scale, and do you have the skills or support to actually execute   5 Key Takeaways Your North Star is what separates a pivot from a distraction. Shiny object syndrome doesn't hit people with a clear direction and strong internal resilience. It hits people whose vision isn't defined clearly enough to anchor them when things get hard. If you don't trust the data, don't buy it. Between 50 and 70 percent of real estate data purchased in the US gets wasted because investors buy first and ask questions later. Understanding what data is telling you before you purchase it is the foundation of a smarter acquisition strategy. Doing the thing yourself first makes you better at everything that comes after. Alicia's decade of running real estate deals from Australia is what separates Sifter from a software company that guessed at what operators need. Operator experience is a product advantage most tech builders never develop. Pivoting is a skill, not a failure. Moving from one business model to another requires courage, self-awareness, and the discipline to carry your learnings forward rather than leaving them behind. People who call it failure are usually watching from the outside. The market always has deals for people willing to work with it. Whether rates are rising or falling, divorces and deaths and financial distress still create motivated sellers. Investors who catastrophize over market conditions are often competing against the smaller group who simply adapted their strategy and kept going.   Closing Remark Alicia Jarrett represents the kind of operator-turned-builder this industry needs more of: someone who lived the data problem, got tired of it, and built the infrastructure to fix it. If you're doing deals and wondering why your marketing keeps underperforming, the answer is almost certainly in how your data is being managed — or not managed — after you buy it. If you enjoyed this episode, make sure to rate, follow, share, and review The PETE Podcast so more investors can learn how to build smarter real estate businesses.

Joe and Jenn Delle Fave are a husband-and-wife real estate investing team based in Florida who left their W-2 jobs behind to build a creative finance portfolio using subject-to deals, seller financing, and lease options — without banks, down payments, or their own credit. Joe spent years grinding 12-to-14-hour days in a car dealership finance office before realizing the money wasn't worth the life he was missing. Jenn came out of a classroom teaching career, made $29,000 her first year after getting her four-year degree and a master's, and eventually poured all of that same work ethic into building something real. Today they run the Creative Finance Playbook, lead a small but mighty team, homeschool their kids, and have helped more renters become homeowners than just about anyone they know. This conversation covers the full arc — from their first junker house in upstate New York in 2008, to the discovery that the banks were about to cut them off at ten mortgages, to doubling down on marketing at the very beginning of a global pandemic and going from one deal a year to one deal a month overnight. Joe and Jenn talk about how they divide responsibilities as a married couple in business together, how they trained a former babysitter who had never heard of Zillow into a four-year acquisitions rockstar, and why creative finance deals consistently outperform their best fix-and-flip numbers. If you have ever wanted to see what it looks like when two people actually build the life together instead of talking about it, this is that story.   Episode Highlights [0:53] – Host introduces Joe and Jenn as creators of the Creative Finance Playbook, who closed their first deal together in 2008 and now buy without banks, down payments, or their own credit [1:50] – Joe and Jenn describe themselves as dreamers who had a vision of leaving their jobs, moving to Florida, and traveling — a goal that once felt impossible until it wasn't [2:51] – Joe describes the 12-to-14-hour dealership finance days: leaving before the kids were up, coming home after they were in bed, eating pizza at his desk [4:07] – Jenn shares her teaching background: college in 1999, $29,000 starting salary, master's degree debt, and the moment she realized wealth might actually be available to her too [6:07] – How their exits from W-2 work happened separately: Jenn left first, then took over operations, and Joe stayed until Covid forced the issue [7:01] – The turning point when the banks were about to cut them off at ten mortgages and they discovered creative finance as the path forward [7:39] – Joe's dealership owner gave him a huge raise five days before Covid shut everything down, and March 12th, 2020 became his last day of work [8:28] – How they went from one deal a year to one deal a month by marketing hard at the very start of the pandemic while others were frozen [11:16] – How they navigate disagreements as a couple in business: finding a mentor as the third voice and staying in their respective lanes [13:06] – Jenn's lane is operations and back-end systems; Joe's is seller calls and deal making — and they figured that out through a few bumps and some honest conversation [14:19] – Their current team: small but mighty, with virtual assistants, an executive assistant, and a former babysitter turned four-year acquisitions rockstar who had to have Zillow spelled out for her on day one [17:08] – Why Joe has always been willing to train people with zero real estate experience and why mindset and attitude matter more than a résumé [19:20] – Their coaching community started virtual and recently added in-person events because nothing replaces the energy of being in the same room [20:25] – How homeschooling lets their kids travel with them to meetups and events, and why both kids at 13 and 11 told state evaluators they want to do real estate [22:13] – How creative finance reframes what it means to help sellers: most sellers don't want to sell, life just happened, and listening to those stories changes how you show up [24:12] – A real deal breakdown: a turnkey Florida house with a 3.25% seller-financed rate, no money down, and over $210,000 in saved finance charges compared to current market rates [25:47] – How they structure lease-option exits for buyers: helping renters become homeowners over time and why those deals consistently produce over six-figure returns   5 Key Takeaways Stay in your lanes. Clearly defined roles are not a limitation in a husband-and-wife business — they are the engine. Once Joe owned seller calls and Jenn owned operations, everything accelerated. Double down when others are frozen. Joe and Jenn launched their full marketing push at the start of a global pandemic. The properties they bought during that season of uncertainty have since doubled or more in value. Creative finance lets you pay full price and still win. When you buy on terms, you are negotiating rate and structure, not equity. That means more sellers say yes, more deals close with dignity, and the returns often beat a fix-and-flip by a wide margin. Hire for mindset, not experience. Their best team member had never heard of Zillow on day one. She became a four-year acquisitions rockstar because she had the right attitude and was willing to take action. The skill can be taught. The character cannot. Every no gets you closer to yes. Rejection is a data point, not a stop sign. Averages always prevail for the people willing to stay the course.   Closing Remark Joe and Jenn Delle Fave are a living example of what happens when two people refuse to let their circumstances write their story — and choose to build something meaningful together instead. If you enjoyed this episode, make sure to rate, follow, share, and review The PETE Podcast so more investors can learn how to build smarter real estate businesses.

In this episode of The PETE Podcast, I sit down with Antonio and Ashley Denmark to talk about building a real estate business rooted in integrity, faith, and long-term impact. The Denmarks share their journey from getting started in real estate during the 2009 market crash to eventually leaving their jobs and going all in on investing together as a husband-and-wife team. We dive into the mindset required to "burn the boats," embrace failure, and build a business while raising a young family. We also discuss some of the hardest seasons they've faced—including losing properties during COVID—and why protecting their reputation and honoring their word mattered more than taking the easy way out. Their perspective on integrity, relationships, and helping people achieve homeownership through creative financing strategies sets them apart in an industry where shortcuts are common. From coaching first-time investors to leveraging AI inside their business, this episode is packed with practical wisdom and real-life lessons about leadership, resilience, and building something meaningful. If you're looking for a conversation about real estate that goes beyond tactics and focuses on character, mindset, and long-term success, this episode delivers exactly that.    Episode Highlights [0:00] – Why integrity and reputation matter more than anything [1:05] – Introduction to Antonio and Ashley Denmark [2:13] – Antonio's unexpected love for fruity drinks [2:51] – How they first discovered real estate investing in 2009 [3:25] – Attending auctions and seeing houses sell for unbelievably low prices [4:21] – Transitioning from rentals to full-time investing [5:02] – Ashley getting laid off and the decision to go all in [6:14] – Why Antonio believed it was time to "burn the boats" [7:11] – Building a business together as husband and wife [8:17] – Antonio's entrepreneurial background before real estate [9:02] – "Fail forward" and why failure is necessary for growth [11:02] – Lessons learned from losing properties during COVID [11:46] – Paying back private lenders even after difficult losses [12:22] – Protecting your name and reputation in business [13:11] – Building a business based on integrity and honesty [13:37] – Helping working professionals get their first real estate deal [14:07] – Creating an ecosystem to support beginner investors [15:10] – Why selling is actually serving people [15:49] – Student success stories and helping people overcome fear [17:09] – Building personalized roadmaps for investors [18:18] – Why flexibility in exit strategies matters [19:16] – The "slippery method" and lease-option investing strategy [20:23] – The fulfillment of helping people become homeowners [21:05] – Why serving others creates long-term success [22:56] – Upcoming AI Summit and how they're using AI in real estate [24:34] – Growing a coaching community across multiple states [25:53] – Prioritizing experiences and family over flashy lifestyles [28:57] – Final advice: watch who you listen to and who speaks into your life   5 Key Takeaways Integrity compounds over time. Your reputation and willingness to honor your word matter more than short-term profits. Failure is part of the process. The key is learning quickly, adjusting, and continuing to move forward. Helping people should be the foundation of business. The more value and service you provide, the more opportunities naturally follow. Flexibility creates longevity in real estate. Having multiple exit strategies protects investors when markets shift. The people around you shape your future. You need voices of faith, growth, and positivity—not fear and limitation.   Closing Remark Antonio and Ashley Denmark are proof that real success isn't built on hype—it's built on integrity, consistency, and serving people well over the long term. Whether they're helping investors land their first deal, creating paths to homeownership, or navigating difficult seasons in business, their approach is centered around character first and profits second. If you enjoyed this episode, make sure to rate, follow, share, and review The PETE Podcast so more investors can learn how to build smarter real estate businesses.

In this episode of The PETE Podcast, host John Nolan sits down with Alex Pardo, founder of Storage Wins, to talk about his journey from 14 years in single family wholesaling to building a self-storage portfolio — and why he never looked back. Alex shares the real reasons he walked away from a nine-person wholesaling operation in South Florida, why single family rentals didn't give him the freedom he was looking for, and how a chance encounter in a mastermind opened his eyes to the self-storage asset class. He breaks down exactly how to manage facilities remotely without employees, what makes a good storage market, and why storage is more of a business play than a traditional real estate project. He also gets personal — sharing his biggest professional mistake, a $130,000 IRS bill he didn't see coming, and the hard lesson he learned about abdicating financial responsibility. If you're a residential investor curious about storage or just looking for a smarter path to freedom, this episode is worth the full listen.   Episode Highlights [0:35] – Introduction to Alex Pardo and Storage Wins [0:53] – The shared jiu-jitsu connection and what the sport teaches about life and business [2:18] – Why personal growth and professional growth are inseparable [3:08] – Designing a business that supports your life — not the other way around [3:29] – What made Alex walk away from a thriving wholesaling business after 14 years [4:13] – The concept of playing the movie forward and why it drives big decisions [5:18] – The income roller coaster of wholesaling and why Alex got tired of it [5:57] – Why single family rentals didn't deliver the freedom Alex expected [6:19] – How coaching someone in a mastermind introduced him to self-storage [7:02] – Using Covid as the catalyst to finally unwind the single family business [7:44] – Why property management didn't solve the rental headache problem [8:31] – What a rental portfolio is actually good for — and what it isn't [9:25] – How to properly underwrite a rental with vacancy, CapEx, and maintenance baked in [10:37] – Why single family skills transfer directly into self-storage [11:19] – The two areas where storage underwriting is genuinely different [12:32] – The filters Alex used when choosing his next business — and how storage checked every box [13:30] – The three-pronged remote management system for storage facilities [14:19] – How Alex managed 104,000 sq ft in four facilities in under two hours a week [14:53] – What a boots-on-the-ground team member actually does — and what it costs [16:16] – Where to find reliable boots-on-the-ground contractors (including a tip on firefighters) [17:08] – Gated vs. non-gated facilities and when it matters [18:10] – Alex's biggest mistake: buying his first storage deal in the wrong market [19:19] – The market demographics that matter most when evaluating a storage deal [21:22] – What storage renters are really looking for: convenience, cleanliness, and security [21:58] – Why self-storage is an unusually sticky product with long average tenancy [23:16] – The pain of disconnect: why most renters just keep paying rather than move out [24:42] – Why Americans' consumption habits make storage recession-resilient [25:01] – Alex's first-ever in-person Storage Wins retreat at a Key Largo beach house [26:05] – The concept of vision stacking and how to combine business and life goals [27:44] – What happened at the retreat: deals made, connections formed, and an NFL legend introduced [29:36] – What genuinely drives Alex — wanting to see people win [31:02] – Alex's biggest professional mistake: abdicating all financial responsibility to a bookkeeper [33:07] – Getting a $130K IRS bill in 2009 with no money to pay it [33:47] – How Alex paid off the IRS and $40K in credit card debt over three years [34:29] – The difference between delegating and abdicating — and why it matters [35:36] – Parting advice: speed of implementation is the real multiplier [36:25] – Where to follow Alex and find the Storage Wins podcast and YouTube channel   5 Key Takeaways Design the business around your life — not the other way around. Alex's shift to storage wasn't just about a better asset class. It was about building something that fit the life he actually wanted. Your single family skills are more transferable than you think. Marketing, acquisitions, owner conversations — they all translate directly into storage. The learning curve is smaller than most people expect. Market selection is everything. You can be an exceptional operator and still fail in the wrong market. Demographics, median household income, and supply-demand ratios matter as much in storage as they do in residential. Storage is a sticky product. With an average length of stay north of two years, tenants tend to stay and pay — making it far more predictable than most real estate strategies. Never abdicate financial responsibility. Delegating your books doesn't mean you're off the hook. The success or failure of your business ultimately sits with you.   Closing Remark Whether you're burned out on single family, curious about a new asset class, or just looking for a business model that can run without you, Alex Pardo's story is proof that the pivot is worth it — as long as you go in with the right plan, the right market, and the right mindset. Make sure to rate, follow, share, and review The PETE Podcast so more investors can find the strategies that actually change lives.

In this episode of The PETE Podcast, I sit down with Jordan Fleming, founder and chairman of SmrtPhone, to talk about the evolution of communication technology in real estate and why AI-powered conversations are about to reshape the industry. Jordan shares the origin story behind SmrtPhone, from the early Podio days to building one of the most recognized communication platforms in the real estate investing space. We dive into how the company grew organically by solving a massive pain point for investors: disconnected communication systems and inefficient workflows. We also go deep into the future of AI agents, conversational platforms, and what it means to blend human employees with AI-driven workflows. Jordan breaks down the difference between traditional AI tools and "agentic AI," explains why most businesses are not structured properly for AI adoption, and shares his vision for how AI agents will eventually handle conversations, negotiations, and operational tasks inside businesses. From replacing outdated call center models to creating AI systems with memory and real-time context, this episode gives a fascinating look at where communication technology is heading—and how investors can prepare for it now. If you're interested in AI, automation, systems, or the future of real estate operations, this conversation is packed with insights that will change the way you think about business technology.    Episode Highlights [0:05] – Introduction to Jordan Fleming and SmrtPhone [1:08] – How Jordan and John connected through the real estate tech space [2:17] – The origin story of SmrtPhone during the early Podio era [3:06] – Building custom Podio systems before launching SmrtPhone [4:06] – How SmrtPhone solved major communication problems for investors [5:08] – The importance of integrated systems and seamless workflows [6:27] – Why giving users choice matters in technology platforms [7:10] – The problem with software companies trying to lock users in [9:03] – Repositioning SmrtPhone from a "phone system" to a conversation platform [9:50] – The three pillars behind SmrtPhone's new direction [10:13] – Expanding into AI-powered communication tools and agents [11:13] – Why voice AI is one of the hardest forms of AI to build [12:19] – How AI agents are evolving beyond simple automation [13:06] – Defining "agentic AI" and what it actually means [14:28] – Why businesses need workflows designed for AI and humans together [15:26] – The concept of "bounded responsibility" for AI agents [16:14] – Can AI negotiate real estate deals in the future? [18:19] – Why poorly structured processes create chaos with AI [20:23] – The future of call centers and AI replacement [21:15] – Why consumers care more about results than whether AI is involved [22:48] – Connecting AI conversations back to solving customer problems [23:37] – New texting tools and marketing capabilities coming to SmrtPhone [24:38] – Launching the new Real Estate Technology event: RE Tech Unlocked [25:04] – Why hands-on tech training matters for real estate investors [26:12] – Jordan's upcoming book: Labor Architecture AI   5 Key Takeaways Communication systems should remove friction, not create it. Integrated workflows and conversation tools make businesses faster and more effective. AI is moving from information to action. "Agentic AI" is about AI systems that can perform work, make decisions, and operate within business workflows. Most businesses are not structured for AI yet. Clear processes and "bounded responsibility" are necessary before AI can operate effectively. Consumers care about outcomes, not technology. If AI solves problems quickly and effectively, most customers won't care whether they're speaking to a human or an AI agent. The future of business will combine humans and AI together. Companies that learn how to blend AI workflows with human oversight will have a major competitive advantage.   Links & Resources • Guest: Jordan Fleming • Company: SmrtPhone • Topics discussed: AI agents, communication systems, voice AI, real estate technology, automation, workflows   Closing Remark Technology is changing faster than most businesses are prepared for—but Jordan Fleming makes it clear that the future isn't about replacing people. It's about building smarter systems where humans and AI work together to create better outcomes. Whether you're focused on real estate, operations, or scaling a business, this episode is a reminder that the companies willing to adapt early will have a massive advantage moving forward. If you enjoyed this episode, make sure to rate, follow, share, and review The PETE Podcast so more investors can learn how to build smarter real estate businesses.

In this episode of The PETE Podcast, I sit down with Amanda Webster, Director of Partnerships at Results Driven, to break down what actually makes partnerships work in today's real estate and business landscape. Amanda shares how she approaches building relationships, vetting partners, and protecting the integrity of the communities she serves. We dive into the biggest mistakes people make when trying to form partnerships, including coming in too transactional and failing to understand the needs of the audience they're trying to serve. We also get into what Amanda looks for behind the scenes—data, KPIs, conversion rates, and proof that an offer actually works. She explains why credibility, consistency, and real-world experience matter more than a polished pitch, and how quickly reputation can make or break opportunities in this space. From building authentic relationships to leveraging AI in both business and personal life, this episode is packed with practical insights for anyone looking to grow through partnerships, community, and long-term value. If you're trying to build connections, scale your business, or stand out in a crowded market, this conversation gives you a clear framework for doing it the right way.    Episode Highlights [0:50] – Introduction to Amanda Webster and her role at Results Driven [1:31] – What a Director of Partnerships actually does [2:11] – Why relationships are the foundation of successful partnerships [3:16] – Balancing business, family, and a high-performance career [4:00] – The biggest red flags when someone approaches for a partnership [4:38] – Why transactional pitches immediately fail [5:33] – The right way to approach partnerships (understanding needs first) [6:05] – Why data and KPIs matter more than a good pitch [6:44] – Key metrics Amanda looks for in potential partners [7:19] – Why not knowing your numbers is a major red flag [8:00] – How response time and clarity reveal business maturity [8:22] – Visionary vs operator roles when discussing data [9:25] – Why reputation spreads fast in the industry [10:00] – The importance of reference checks and community feedback [11:30] – Defining "experienced" vs "consistent" investors [12:23] – Understanding the different levels within a real estate community [13:08] – Why success looks different for every investor [14:00] – Breaking down Results Driven's coaching structure [15:12] – Why active operators make better coaches [16:17] – Standing out in a competitive coaching market [17:28] – How to find the right partnerships for your business [18:14] – Filling gaps instead of competing directly [19:12] – Why relationships drive long-term revenue [20:13] – How referrals and goodwill compound over time [21:04] – Managing DMs and maintaining authenticity in communication [22:27] – Spotting AI vs real human interaction [23:12] – Using AI to improve efficiency (not replace authenticity) [25:09] – Practical ways to use AI in business and daily life [28:12] – Final advice: education and continuous learning   5 Key Takeaways Partnerships should never start with "how can I make money?" The best partnerships begin with understanding needs and providing value first. Data reveals the truth behind any business. Knowing your KPIs, conversion rates, and customer metrics is essential for credibility. Reputation spreads fast—good or bad. One bad experience can impact future opportunities more than you realize. Relationships drive long-term success. Leading with value and authenticity creates opportunities that compound over time. Continuous learning is non-negotiable. Whether you're new or experienced, growth comes from constantly improving your knowledge and skills.   Links & Resources • Guest: Amanda Webster • Company: Results Driven • Topics discussed: Partnerships, real estate coaching, KPIs, business relationships, AI tools, community building   Closing Remark In a world where everyone is trying to sell something, Amanda Webster reminds us that the real advantage comes from building trust, understanding people, and delivering real value. Whether you're building partnerships, growing a business, or just trying to stand out, the principles in this episode are simple—but powerful: know your numbers, build real relationships, and keep learning. If you enjoyed this episode, make sure to rate, follow, share, and review The PETE Podcast so more investors can learn how to build smarter real estate businesses.

In this episode of The PETE Podcast, host Jon Nolan sits down with Jonathan Cuchi, co-founder of Real Estate Biz, one of the top pay-per-lead providers in the real estate investing space. Jonathan breaks down how Real Estate Biz is building more than just a lead generation company — they're working toward becoming a full-scale real estate network and marketplace. From how their pay-per-lead model works and what makes it different from the competition, to lead volume, pricing tiers, and a built-in deal distribution platform, this conversation covers everything a wholesaler needs to know before investing in paid leads. Whether you're just starting out with a few hundred bucks or you're a seasoned investor looking to scale into new markets, Jonathan lays out exactly how to use pay-per-lead as a foundation and build from there.   Episode Highlights [1:09] – Introduction to Jonathan Cuchi and Real Estate Biz [1:50] – The vision: becoming the Google of real estate [2:34] – How Real Estate Biz evolved from a digital marketing agency [3:41] – Why pay-per-lead simplifies the lead generation question [4:45] – Why PPL is the easiest entry point for newer wholesalers [5:30] – The difference between PPL leads and Facebook ad leads [7:11] – What sets Real Estate Biz apart from other PPL providers [7:59] – Cutting low-quality leads to improve conversion rates [8:56] – Suggesting exit strategies based on lead data [9:38] – How the feedback loop shapes lead quality [11:23] – Monthly lead volume and geographic reach [12:52] – Potential future expansion into international markets [13:57] – How PPL removes the research and development burden for new markets [15:36] – Using your first PPL deal as a cushion to build in a new market [16:05] – The deal distribution marketplace and how it helps wholesalers dispo [17:22] – The three ways to buy leads from Real Estate Biz [18:17] – Auto Buy Trial: 10 leads per month for $50 [19:15] – Auto Buy Light: $95/month, $29 per lead, no cap [20:00] – Auto Buy Pro: the flagship subscription tier [21:12] – What to expect on close rates as a newer vs. seasoned investor [22:34] – The mindset required to win in this business [23:53] – How success coaches help you forecast results in your market [24:54] – Real example: one investor spending $15K–$50K/month and netting $300K [25:38] – Who is the ideal Real Estate Biz client [26:08] – How coaching communities are partnering with Real Estate Biz   5 Key Takeaways Pay-per-lead removes the noise. Instead of managing SEO, PPC, and ad spend yourself, PPL gets your phone ringing while you focus on closing. Quality beats volume. Real Estate Biz actively cuts low-intent leads to improve conversion rates, even if that means fewer leads delivered. Start small, scale smart. The trial tier at $50/month gives newer investors at-bats with motivated sellers while they sharpen their skills. Feedback drives better leads. Their ongoing feedback loop from buyers is what allows them to filter smarter over time. PPL works as a foundation. Once you're consistent with pay-per-lead, you layer other marketing channels on top — not the other way around.   Links & Resources Guest: Jonathan Cuchi Company: Real Estate Biz — realestatebiz.com Instagram: @realestateWithKoushik Topics discussed: Pay-per-lead, lead generation, wholesaling, deal distribution, real estate marketing, scaling a wholesaling business   Closing Remark If you've been spinning your wheels trying to figure out the best way to generate leads, this episode is your reset button. Jonathan Cuchi makes a compelling case for why pay-per-lead is the simplest, most direct path to getting in front of motivated sellers — especially when you're just starting out. Make sure to rate, follow, share, and review The PETE Podcast so more investors can find the tools and strategies that actually move the needle.

In this episode of The PETE Podcast, I sit down with James and Jen Kolde, the powerhouse couple behind Home Guys USA, to talk about building a real estate business rooted in integrity, growth, and long-term vision.   James and Jen share their journey from starting in real estate with no prior experience to rapidly scaling their business, burning the boats, and going all in. We dive into how they grew quickly, built a strong team by leveraging complementary skill sets, and navigated the challenges of working together as a married couple in business.   We also explore their transition into building Home Guys USA, a franchise model focused on helping other investors succeed while maintaining strong values and community. From bootstrapping a new venture to prioritizing the right partnerships and culture, they break down what it takes to build something that lasts.   If you're looking to grow a real estate business, build the right team, or create something bigger than just deals, this episode offers a powerful look at what it means to scale with purpose.    Episode Highlights   [0:44] – Introduction to James and Jen Kolde and Home Guys USA [2:01] – James' transition from firefighter to real estate investor [3:59] – How a simple connection turned into a business partnership [5:59] – Setting a goal of 30 deals—and hitting it in 90 days [6:25] – The decision to "burn the boats" and go all in [7:06] – Bringing Jen into the business as the integrator [8:09] – Why "figure it out" is a critical mindset in entrepreneurship [9:12] – When to figure things out yourself vs hiring help [10:14] – Rapid growth and outgrowing office space early [11:29] – Understanding different skill sets within a team [12:46] – Visionary vs integrator roles in business [14:16] – Balancing risk-taking vs calculated decision-making [15:37] – Building a business through complementary strengths [16:00] – Transitioning into franchising with Home Guys USA [16:42] – The vision behind building a supportive investor community [18:01] – The role of franchises in helping new investors succeed [19:10] – When franchises are a good fit (and when they're not) [20:21] – Building a business with integrity and long-term vision [21:14] – Helping sellers during difficult situations [23:35] – Why doing the right thing matters more than quick profits [24:18] – Growth goals and expansion strategy for Home Guys USA [25:47] – Bootstrapping a new venture after prior success [26:38] – Prioritizing quality franchise partners over volume [27:19] – Building community through shared experiences and events [28:16] – The importance of working with the right people [30:04] – Using systems and KPIs to scale consistently [33:08] – Why standardized metrics matter across teams [35:08] – The value of partnerships and support systems [39:41] – Building a strong network through masterminds and community [43:05] – The realities of working with your spouse in business   5 Key Takeaways Burning the boats creates commitment. Going all in forces you to figure things out and move forward without hesitation. Great businesses are built on complementary skill sets. Visionaries and integrators working together create powerful results. Growth should prioritize quality over speed. The right people and partnerships matter more than scaling fast. Community accelerates success. Surrounding yourself with the right network can shorten the learning curve significantly. Do the right thing and the money will follow. Long-term success comes from integrity, not shortcuts.   Links & Resources • Guests: James Kolde & Jen Kolde • Company: Home Guys USA • Topics discussed: Real estate investing, franchising, team building, entrepreneurship, scaling a business, partnerships     Closing Remark   Building a real estate business isn't just about deals—it's about people, systems, and the values you build it on. James and Jen Kolde show that when you combine the right mindset, strong partnerships, and a commitment to doing things the right way, you can create something that lasts far beyond individual transactions.   If you enjoyed this episode, make sure to rate, follow, share, and review The PETE Podcast so more investors can learn how to build smarter real estate businesses.

In this episode of The PETE Podcast, I sit down with Mark Carpenter, an experienced real estate wholesaler and key member of the PETE team, to talk about what really happens behind the scenes of a high-volume real estate business—and why systems and operations are the difference between chaos and consistency.   Mark shares his journey from building scrappy systems inside platforms like Podio to becoming deeply involved in scaling operations and improving workflows for real estate investors. We break down the frustrations most investors face when trying to track KPIs, manage leads, and keep their team accountable—and how disconnected systems often lead to lost opportunities and wasted time.   We also dive into common mistakes investors make when building teams, including hiring the wrong roles too early, stepping away from sales too soon, and failing to implement proper follow-up systems. Mark shares real-world lessons from his own experience, including how missed processes can lead to "ghost leads" and lost deals.   From automation and KPIs to authenticity in sales and communication, this episode gives a practical look at how to build a more efficient, scalable real estate business without losing the human element that actually closes deals.    Episode Highlights [0:00] – Introduction to Mark Carpenter and his background in real estate [2:09] – Mark's experience building systems before tools like PETE existed [3:22] – The biggest frustrations of managing KPIs manually [4:38] – Why disconnected systems cause confusion and lost data [6:06] – The importance of having all business data in one place [7:27] – Why many investors don't actually know their real numbers [8:25] – What "ghost leads" are and why investors lose 30–40% of them [9:11] – The gaps between lead intake and appointment setting [10:11] – How poor follow-up systems kill deals before they start [11:01] – Using pattern interrupts to stand out in communication [12:04] – Why authenticity matters more than scripted responses [12:37] – When investors should (and shouldn't) step out of acquisitions [13:33] – The mistake of leaving sales too early in your business [15:16] – Why your first hire should often be a support or lead manager role [17:03] – How the right support role increases revenue and efficiency [18:20] – Why support is undervalued in most businesses [19:26] – The difference between good software and great support [20:36] – Common "shiny object" tools investors buy but never use [21:38] – Why disconnected tools create more problems than they solve [22:37] – Mark's first deal story and lessons from failure [24:07] – Turning a major mistake into a $64K deal [26:35] – The importance of reinvesting into marketing early [27:18] – Why authenticity builds trust and closes deals [29:19] – Real-world example of communication breakdown in a deal [30:37] – Why transparency and ownership build long-term trust   5 Key Takeaways Systems and data visibility are everything. If you can't clearly see what's happening in your business, you can't scale it effectively. Most deals are lost in the follow-up process. Without proper systems, a large percentage of leads fall through the cracks before you ever speak to them. Don't step out of sales too early. Many investors hurt their growth by removing themselves from acquisitions before building a solid foundation. Your first hire should solve bottlenecks—not just add volume. A strong support or lead management role can unlock more revenue than another salesperson. Authenticity and communication win deals. Being real, transparent, and responsive builds trust—and trust is what ultimately closes deals.   Links & Resources • Guest: Mark Carpenter • Company: PETE • Topics discussed: Real estate wholesaling, KPIs, CRM systems, lead management, team building, automation   Closing Remark Building a successful real estate business isn't just about generating leads—it's about what happens after those leads come in. Systems, processes, and communication determine whether those opportunities turn into deals or disappear entirely.   Mark Carpenter's insights are a reminder that scaling isn't about doing more—it's about doing things better, with the right structure and support in place.   If you enjoyed this episode, make sure to rate, follow, share, and review The PETE Podcast so more investors can learn how to build smarter real estate businesses.

In this episode of The PETE Podcast, I sit down on the other side of the mic to break down how real estate investors can build a content engine that actually drives leads, builds authority, and creates long-term brand equity.   We dive into why so many investors are invisible online despite doing deals, and how that lack of visibility is costing them opportunities, credibility, and money. I walk through the concept of identifying your "North Star" in marketing, understanding your target demographic, and building content that directly speaks to the people you want to attract.   We also break down what content marketing really is (and what it's not), how to get started without overwhelming yourself, and why consistency matters more than volume. From using AI to generate endless content ideas to understanding how platforms like Google and AI search tools are evolving, this episode gives a practical roadmap for turning content into a predictable marketing machine.   If you've been thinking about creating content but don't know where to start—or you've started and struggled to stay consistent—this episode will give you the clarity and strategy you need to move forward.      Episode Highlights [0:00] – Introduction and why most real estate investors are invisible online [2:14] – The "North Star" concept and why clarity in your target market matters [3:40] – Why niche marketing beats trying to target everyone [5:12] – Personal brand vs business brand and how they differ [7:34] – Mistakes investors make when mixing messaging across audiences [9:34] – What content marketing actually is (and how it works) [10:23] – Using content to answer real customer questions and build trust [11:37] – Why content turns cold leads into warm conversations [12:04] – Choosing the right platform based on your audience [13:09] – Why podcasts don't work for motivated seller leads (and when they do) [14:14] – How to start creating content without burning out [15:48] – Why consistency beats volume in content creation [16:46] – The difference between brand building vs paid advertising [17:50] – Why better leads matter more than cheaper leads [18:35] – How to come up with endless content ideas using AI [19:17] – Using your website and competitors to generate content topics [20:36] – The rise of AI search (GEO) and what it means for marketing [21:39] – How AI tools recommend businesses based on your content [22:20] – Why not showing up in AI search is a major missed opportunity [24:06] – The most important KPIs for content marketing success [25:35] – Why vanity metrics don't equal business results [27:17] – Real example: 100K views vs a $50K deal from 200 views [28:33] – Should your content be entertaining or educational? [30:12] – Why authenticity matters more than trying to go viral   5 Key Takeaways Most investors are invisible—and it's costing them. If you're not building a brand online, you're missing out on leads, credibility, and long-term equity. Content marketing is simply answering questions. The best content directly addresses what your ideal customer is already thinking about. Consistency beats intensity. It's better to post a few times per week consistently than to go all-in and burn out. Vanity metrics don't pay the bills. Focus on leads, conversions, and revenue—not just views and likes. AI is changing how people find businesses. If your content isn't showing up in AI-driven search, you're already behind.       Closing Remark   Content isn't just about posting—it's about building a system that attracts the right people, answers their questions, and moves them toward working with you.   This episode is a reminder that you don't need to be everywhere—you just need to be consistent, intentional, and aligned with your audience.   If you enjoyed this episode, make sure to rate, follow, share, and review The PETE Podcast so more investors can learn how to build smarter real estate businesses.

In this episode of The PETE Podcast, I sit down with Jeremy Knauff, founder of Spartan Media, to talk about the evolving role of public relations, authority, and visibility in today's digital—and increasingly AI-driven—world.   Jeremy shares his journey from launching and failing his first agency, to rebuilding from scratch after a life-altering health crisis, and ultimately discovering the power of public relations to establish authority and drive business growth. We dive into how he leveraged content, podcast appearances, and media placements to rebuild his brand and scale his business.   We also explore how PR has changed over the years, why traditional marketing alone is no longer enough, and how entrepreneurs can position themselves as credible authorities in their industry. One of the biggest shifts Jeremy highlights is the importance of showing up not just on Google—but inside AI tools like ChatGPT—through credible third-party validation.   If you're building a brand, growing a business, or trying to stand out in a crowded market, this episode breaks down why authority and visibility are becoming the most valuable assets you can invest in.        Episode Highlights   [0:00] – Introduction to Jeremy Knauff and his background in PR and marketing [1:47] – Early entrepreneurial journey and lessons from a failed first agency [3:14] – Why there's always a path forward in business—even when it's not obvious [4:02] – The importance of mastering sales as a business owner [5:12] – Why leaders need to understand every function of their business [7:01] – The dangers of disconnected leadership and poor sales systems [7:58] – Jeremy's second agency and the health crisis that changed everything [9:12] – Rebuilding from zero using content and public relations [9:37] – Leveraging blog content into podcast opportunities and media features [10:00] – Turning media exposure into authority and business growth [10:43] – Why PR is essential for amplifying credible entrepreneurs [12:32] – Jeremy's pivot from full-service marketing to PR-focused services [14:18] – Real-world case study: scaling a company from $300K to $8M through PR [18:01] – How the media landscape has changed in recent years [19:22] – The decline of traditional media opportunities and contributor platforms [20:09] – The risks of using AI incorrectly in PR and media outreach [21:31] – Why journalists can easily detect AI-generated content [22:39] – The importance of showing up in AI tools like ChatGPT [24:37] – Why AI visibility is the new version of SEO [25:35] – The role of third-party validation in building authority [26:26] – How media placements impact credibility in AI and search [27:46] – Why certifications and degrees matter less than real authority signals [29:17] – Overview of the Spartan Community and PR training program     5 Key Takeaways   Authority is the new currency in business. Being seen as a credible expert matters more than just having a good product or service. Public relations amplifies trust at scale. Third-party validation from media outlets builds credibility faster than self-promotion alone. AI visibility is the next evolution of SEO. If you're not showing up accurately in AI tools, you risk becoming invisible. Content alone isn't enough—you need distribution. Strategic media placements and PR create leverage beyond your own platforms. Entrepreneurs must adapt to changing media landscapes. Traditional opportunities are shrinking, making strategic positioning more important than ever.   Links & Resources • Guest: Jeremy Knauff • Company: Spartan Media • Topics discussed: Public relations, personal branding, authority building, AI visibility, media strategy   Closing Remark Building a business today isn't just about what you do—it's about how you're perceived. Jeremy Knauff makes it clear that authority, credibility, and visibility are no longer optional—they're essential. If you want to stand out in your industry, attract better opportunities, and future-proof your brand in an AI-driven world, this episode is a strong reminder to invest in how you show up. If you enjoyed this episode, make sure to rate, follow, share, and review The PETE Podcast so more entrepreneurs can learn how to build smarter, more visible businesses.

In this episode of The PETE Podcast, I sit down with Michael Liello from Specialized Trust Company to break down how real estate investors can use self-directed retirement accounts to unlock new investment opportunities and build long-term, tax-advantaged wealth.   Michael walks us through the differences between traditional and self-directed retirement accounts, and why most investors are unknowingly limiting themselves to stocks, bonds, and mutual funds when the IRS actually allows much more flexibility. We dive into how self-directed IRAs and solo 401(k)s can be used to invest directly into real estate, private lending, and other alternative assets—while potentially generating tax-free or tax-deferred returns.   We also discuss how investors can move existing retirement funds without triggering taxes or penalties, how to stay compliant with IRS rules, and the most common misconceptions around what you can and cannot do with these accounts. From leveraging accounts for deals to structuring family-based investment strategies, this episode opens the door to a powerful but often underutilized wealth-building tool.   If you're a real estate investor looking to use your retirement capital more strategically, this conversation will give you a completely new perspective on how to grow your portfolio.      Episode Highlights [0:00] – Introduction to Michael Liello and Specialized Trust Company [1:30] – What a self-directed retirement account actually is [2:55] – The difference between traditional and self-directed accounts [5:35] – What the IRS allows you to invest in (and what it restricts) [6:30] – Why most custodians limit your investment options [7:45] – How real estate investments can generate tax-free returns inside retirement accounts [8:57] – Moving old 401(k)s without taxes or penalties [10:15] – Understanding IRAs vs qualified accounts like solo 401(k)s [11:08] – Tax-deferred vs Roth structures and how they impact wealth [12:21] – Contribution limits and advantages of a Roth solo 401(k) [14:33] – Why self-directed accounts are rapidly growing in popularity [16:00] – Accessing capital through 401(k) loans without penalties [17:32] – Creative ways investors are using self-directed accounts [18:58] – How private lending works inside retirement accounts [20:13] – Using non-recourse loans to scale investments [21:30] – Common mistakes investors make with self-directed accounts [22:34] – IRS rules on prohibited transactions and disqualified persons [23:24] – Who you can and cannot invest with inside your accounts [24:44] – Using retirement accounts for family legacy planning [26:23] – Education savings accounts and tax-free growth strategies [30:30] – The power of health savings accounts (HSAs) for investing and tax savings     5 Key Takeaways Most investors are unknowingly limited by traditional custodians. The IRS allows far more investment flexibility than most people realize. Self-directed accounts unlock real estate investing with tax advantages. Investors can generate tax-free or tax-deferred income using retirement funds. You can move old retirement accounts without penalties. Rolling over a previous employer's 401(k) into a self-directed account is not a taxable event. There are strict rules on who you can invest with. Direct family members (up and down the family tree) are prohibited, but partnerships can still be structured creatively. Retirement accounts can be powerful wealth and legacy tools. When used correctly, they allow investors to grow, protect, and pass down wealth tax-efficiently.       Links & Resources • Company: Specialized Trust Company • Topics discussed: Self-directed IRAs, Roth IRAs, solo 401(k)s, real estate investing with retirement funds, tax strategies, private lending     Closing Remark Most investors think their retirement accounts are locked away and untouchable—but this episode challenges that assumption. Michael Liello shows that with the right structure and understanding, those funds can become one of the most powerful tools in your investing strategy.   If you're serious about building long-term wealth and maximizing your capital, it's worth taking a deeper look at how self-directed accounts can fit into your plan.   If you enjoyed this episode, make sure to rate, follow, share, and review The PETE Podcast so more investors can learn how to build smarter real estate businesses.

In this episode of The PETE Podcast, I sit down with Brandon Lindsey, founder of The Flippers Playbook and an experienced real estate investor who has worked across multiple strategies including rehabbing, wholesaling, and new construction.   Brandon shares what it really takes to succeed in the rehab and construction side of real estate investing, and why the skills required are very different from wholesaling or transactional deal-making. We talk about the leadership, organization, and team management necessary to run successful rehab projects, as well as the mindset investors need when working with physical assets and construction timelines.   We also dive into how Brandon approaches market conditions, construction costs, and material pricing, along with the realities of managing projects in today's environment. From hiring designers and contractors to understanding potential property issues like foundation and waterproofing problems, this episode gives a behind-the-scenes look at the operational side of real estate investing that many new investors overlook.   If you're interested in flipping houses, managing rehab projects, or understanding how experienced investors evaluate deals and construction risk, this conversation offers valuable insight into what it actually takes to execute successful projects.     Episode Highlights [0:00] – Introduction to Brandon Lindsey and his background in real estate investing [1:22] – Brandon's experience working across wholesaling, rehabbing, and construction [2:03] – Personality differences between wholesalers and rehab investors [2:58] – Why leadership and team management are essential for rehab projects [3:47] – The importance of organization and project scheduling in construction [4:03] – Why wholesaling often requires strong sales skills and communication [4:26] – The design component of rehabbing properties and why many investors outsource it [5:15] – Understanding how design decisions impact property value [5:37] – Why experienced investors rely on designers instead of overthinking finishes [6:18] – Challenges with construction materials, supply chains, and product availability [6:55] – Market conditions and what Brandon is seeing in construction pricing [7:21] – The impact of policy changes, tariffs, and material costs on building projects [8:07] – How investors track construction costs and adjust strategies accordingly   5 Key Takeaways Rehabbing requires leadership and operational skills. Managing contractors, schedules, and budgets is essential for successful projects. Wholesaling and rehabbing require different skill sets. Wholesalers often thrive in sales-driven environments, while rehab investors focus more on project execution. Organization is critical in construction projects. Without systems and scheduling discipline, rehab projects can quickly fall behind or over budget. Design decisions impact resale value. Successful investors understand when to outsource design work to professionals who specialize in finishes and aesthetics. Market conditions and material costs always fluctuate. Investors must stay aware of supply chain changes and pricing trends to manage project budgets effectively. Closing Remark Real estate investing isn't just about finding deals—it's about executing them well. Brandon Lindsey's experience highlights the importance of leadership, systems, and practical knowledge when managing rehab projects.   If you're considering getting into flipping or new construction, this episode offers a realistic look at the operational side of the business and the mindset required to succeed.   If you enjoyed this episode, make sure to rate, follow, share, and review The PETE Podcast so more investors can learn how to build smarter real estate businesses.

In this episode of The PETE Podcast, I sit down with Michael Velasco, founder of 1031 Exchangeable, to break down one of the most powerful wealth-preserving tools in real estate: the 1031 exchange. Michael has spent years helping investors defer taxes and keep more of the profits they work so hard to earn—and in this conversation he simplifies a topic that many investors find intimidating.   We dive into the mechanics behind 1031 exchanges, the strict timelines investors must follow, and the different types of exchanges available—including forward, reverse, and improvement exchanges. Whether you're flipping properties, scaling a rental portfolio, or repositioning assets, this episode will help you understand how to protect your equity and reinvest it strategically instead of handing it over to the IRS.     Episode Highlights [0:00] – Forward, improvement, and reverse exchanges explained [1:12] – Introducing Michael Velasco and the mission behind 1031 Exchangeable [2:11] – What a 1031 exchange actually is in simple terms [2:45] – Michael's background: real estate broker, accounting firm owner, and tax strategist [4:16] – Why qualified intermediaries (QI) are essential for completing exchanges [5:07] – How the IRS allows investors to defer capital gains taxes [6:01] – Real-world example: investors losing $1M in taxes without a 1031 exchange [7:06] – Nationwide exchanges: operating from New York to Hawaii [7:38] – The five rules every investor must understand about 1031 exchanges [7:57] – Rule #1: The property must be an investment property [8:17] – Rule #2: Exchanges can involve many types of real estate assets [8:35] – Rule #3: Equal or greater value requirement explained [9:21] – Identifying multiple replacement properties [9:46] – The three-property rule for replacement properties [10:12] – The 200% rule and identifying larger portfolios [10:59] – The 95% rule for complex exchanges [12:24] – The 45-day identification window investors must follow [13:12] – Why the IRS requires a qualified intermediary to hold funds [14:14] – What happens during an IRS audit of a 1031 exchange [15:14] – Why the 45-day rule cannot be extended [15:32] – The 180-day window to close on replacement properties [16:01] – Improvement exchanges for value-add investors [16:21] – Reverse exchanges and acquiring property before selling [17:37] – How intermediary LLCs temporarily hold title in complex exchanges [18:41] – Red flags when choosing a 1031 intermediary [19:24] – Certifications and industry bodies investors should verify [20:16] – Why bonding and insurance are critical safeguards [21:15] – Which states regulate exchanges the most [24:43] – Risks investors face in states with minimal regulation [25:27] – The role financing plays in structuring exchanges [26:35] – Understanding "boot" and partial exchanges [28:17] – Why many investors take partial cash during exchanges [28:56] – Alternative names for 1031 exchanges [30:02] – Construction and improvement exchange strategies [32:43] – A real story where a deal almost collapsed at the 45-day deadline [35:18] – Why every investor should have a 1031 expert in their network     5 Key Takeaways A 1031 exchange allows investors to defer capital gains taxes when selling and reinvesting in investment property. Timing is critical. Investors have 45 days to identify replacement properties and 180 days to close. Equal or greater value matters. To defer all taxes, investors must reinvest the full value of the relinquished property. Qualified intermediaries are required. Investors cannot touch the sale proceeds during the exchange period. Advanced strategies exist. Reverse exchanges and improvement exchanges open additional opportunities for value-add investors.     Links & Resources Company: 1031 Exchangeable Website: https://1031exchangeable.com Topics discussed: 1031 Exchanges, Reverse Exchanges, Improvement Exchanges, Capital Gains Deferral     Closing Remark If you're selling investment property and not thinking about a 1031 exchange, you could be handing a massive portion of your profits to the IRS. Having the right strategy—and the right intermediary—can make a huge difference in how fast you scale your portfolio.   If you enjoyed this episode, be sure to rate, follow, share, and review The PETE Podcast so we can continue bringing you conversations with operators who are helping investors grow smarter and keep more of what they earn.

In this episode of The PETE Podcast, I sit down with Josh Ax of NEPA Cash Offer to break down what it really takes to win with direct mail in today's market. Josh has been sending mail consistently for nearly a decade — and he's not guessing. He's systematized it, scored it, and optimized it to the point where mail is still producing a 6–10X return in his market.   We dive deep into list stacking, filtering for true motivation, cadence, budget expectations, and why most investors quit direct mail way too early. If you've ever said "mail doesn't work anymore," this conversation might completely change your perspective.     Episode Highlights [0:00] – Meet Josh Ax and the origin story behind NEPA Cash Offer [2:23] – From property management to realizing owners were cash-flowing big [4:38] – His first major deal: a 35-unit apartment with 99% seller financing [6:45] – "Luck is preparation meeting opportunity" — why he was ready [8:04] – The first flip that barely made money (and what it taught him) [9:14] – Sending his first serious 2,000-piece mailer and making six figures [10:43] – How a foreclosure situation sparked his delinquent tax list strategy [12:34] – Rookie mistakes: sending mail with the wrong phone number [13:19] – Why most people fail at direct mail (they cast too wide) [14:02] – List stacking explained: delinquent taxes, pre-foreclosure, inherited, vacant, failed listings [15:23] – Creating a point-based scoring system to find ultra-motivated sellers [17:00] – Mail cadence: why he hits the same list every 3–4 weeks [18:19] – Current performance: averaging 6–7X ROAS and pushing toward 10X [19:10] – Do fancy mailers work better? The truth about "napkin marketing" [20:26] – Why direct mail outperforms TV, radio, and billboards in his market [22:51] – Has AI changed direct mail? What's evolving and what's not [23:37] – Competition increasing — but consistency still wins [24:44] – Minimum budget: 2,000–5,000 pieces and commit to six months [25:03] – Why one mail drop guarantees failure [25:45] – Clever mail hacks: "Save this with your important house documents" [26:27] – The oversized yellow letter that grabbed massive attention [29:27] – What's next: leaning into long-term rental holds vs. pure flipping [30:59] – Why owning your backyard beats expanding too fast     5 Key Takeaways Consistency beats creativity. Most investors quit after one mail drop — the winners commit to six months minimum. List stacking is everything. The more motivation signals a property has, the fewer mailers you need to send. Motivated sellers don't care about fancy design. If they need to sell, they'll call — even if it's written on a napkin. Direct mail lets you control who calls you. Unlike broad marketing channels, you can filter your audience first. Preparation creates "luck." Josh's biggest deals came after years of studying and sharpening his skills.     Closing Remark If you're serious about dialing in your direct mail strategy, this episode is your blueprint. Stop sending random lists. Stop quitting after one drop. Get consistent, get targeted, and own your market.   If you found value in this episode, make sure to rate, follow, share, and leave a review for The PETE Podcast. And send this to an investor who's ready to stop guessing and start marketing with intention.

In this episode of The PETE Podcast, I sit down with Jeremy Watson, co-founder and CEO of Bedrock Investment, to unpack one of the biggest misconceptions in real estate: that owning high-value property automatically means financial freedom. Jeremy shares what he learned after spending a decade in financial advising — including why so many multi-millionaires are "asset rich but cash poor."   We dive deep into the 1% rule, 1031 exchanges, single-family vs. multifamily investing, and how Bedrock was built to solve a very specific problem: helping investors turn underperforming properties into scalable, cash-flowing portfolios. If you're sitting on equity that isn't working for you — or you're looking for truly passive real estate without losing control — this episode is going to challenge how you think about investing.     Episode Highlights [0:00] – Introducing Jeremy Watson and the mission behind Bedrock Investment [2:00] – Jeremy's background: entrepreneurship, adversity, and a decade in financial advising [3:30] – The shocking reality: $4–8M net worth investors living on "rice and beans" [4:20] – The 1% rule explained — and why it still matters [5:40] – Why Northern California rentals often fail the cash-flow test [6:50] – The real reason investors hold underperforming properties (tax fear) [8:00] – How a 1031 exchange can unlock trapped equity [9:10] – Turning one $2M property into eight cash-flowing rentals [10:00] – Single-family vs. multifamily: what you actually give up in syndications [11:20] – The hidden risks of capital calls and commingled funds [13:00] – Control, financing flexibility, and liquidity in single-family investing [15:50] – Estate planning advantages of single-family ownership [18:50] – Breaking up taxable events instead of triggering one massive tax bill [22:00] – Bedrock's current target markets: Arkansas, Florida, Memphis, Charlotte, OKC [23:50] – What makes a property truly "turnkey" [25:00] – Why Bedrock focuses on 3–4 bed homes in Class A/B neighborhoods [26:30] – The 70/30 ownership-to-renter neighborhood philosophy [28:20] – Jeremy on starting 20–30 companies and lessons from failure [31:00] – The 2008 wake-up call and the risk of entrepreneurship [34:00] – Margins: the most misunderstood piece of business survival [38:30] – What Jeremy learned from sitting with wealthy clients for 10 years [40:00] – The dangers of poorly vetted turnkey properties [47:00] – Real-world property management horror stories [50:45] – Why Bedrock waives fees if properties aren't profitable [52:10] – Aligning incentives: Bedrock only wins when investors win [55:00] – Who Bedrock is best suited for (and minimum capital required — ~$70K down payment range) [56:00+] – Why rental real estate is critical diversification in modern retirement planning     5 Key Takeaways High net worth doesn't equal high cash flow. Many investors are equity-rich but income-poor. The 1% rule still matters. If rents don't support value, long-term performance suffers. Control is underrated. Single-family investing offers flexibility that syndications can't. Tax strategy should be proactive. Breaking up gains over time can drastically reduce tax burden. Incentives must align. If your operator wins when you lose, that's a red flag.     Links & Resources Learn more about Bedrock Investment Jeremy Watson on YouTube (educational content on real estate & entrepreneurship) Topics discussed: 1031 Exchanges, 1% Rule, Single-Family Turnkey Investing, Property Management Oversight, Modern Portfolio Theory     Closing Remark If you're sitting on equity that isn't performing — or you're ready to add truly passive, cash-flowing real estate to your portfolio — this episode is a must-listen. As always, if you found value in today's conversation, make sure you rate, follow, share, and leave a review for The PETE Podcast. It helps us bring on more operators like Jeremy who are building real solutions in today's market.

In this episode of The PETE Podcast, I sit down with Chris Miles, the founder of Money Ripples and the anti-financial advisor who's helping entrepreneurs and investors break free from traditional money myths. Chris shares how he went from financial advisor to financially independent twice—first by following conventional wisdom, then again by doing the exact opposite.   We dig into what the financial industry doesn't want you to know, why cash flow always beats accumulation, and how to reposition your assets to generate real passive income. If you've ever wondered how to actually create financial freedom instead of just talking about it, this episode will change how you think about money, investing, and your exit strategy.     Episode Highlights [0:00] – Meet Chris Miles: founder of Money Ripples and anti-financial advisor [1:52] – From financial planner to broke: Chris's wake-up call [3:05] – Why accumulation theory doesn't work for real entrepreneurs [4:33] – The real definition of passive income (hint: it's not just dividends) [6:04] – Why cash flow > net worth when building real freedom [7:48] – Real estate vs. stocks: understanding liquidity vs. control [9:30] – The myth of "just keep saving": how the financial industry profits from your patience [10:55] – How Chris rebuilt passive income in under 12 months [12:22] – Redefining retirement: why business owners rarely "retire" in the traditional sense [14:03] – Where to look for hidden cash flow inside your own finances [15:20] – How to evaluate your investments for real, measurable return [17:06] – Cash flow planning 101: how Chris builds a strategy for clients [18:49] – Best types of passive income for business owners and investors [20:15] – The mindset shift from growth to income [21:41] – Common red flags: financial advice that keeps you broke longer [23:02] – Lessons from going broke after "doing everything right" [24:17] – When Chris finally stopped chasing the guru courses and started owning his strategy [26:08] – Why your exit plan should start today—not "someday" [27:45] – Final advice: get clarity, ditch the hustle addiction, and focus on cash flow     5 Key Takeaways Net worth is a vanity metric—cash flow creates freedom. Most traditional financial advice is built to benefit advisors, not entrepreneurs. You can build passive income quickly—if you stop chasing accumulation. Control of your money beats hoping the market will cooperate. Retirement isn't an age—it's a cash flow number. Hit that, and you're free.     Links & Resources Learn more: MoneyRipples.com Connect with Chris: Money Ripples Podcast Book mentioned: Killing Sacred Cows by Garrett Gunderson Resources: Cash flow analysis, investment strategy guides, passive income coaching   Closing Remark If this episode helped you rethink your financial strategy, share it with someone who's ready to ditch the old-school advice and start building true financial independence. Don't forget to rate, follow, and review The PETE Podcast—your next breakthrough could be one episode away.

In this episode of The PETE Podcast, I sit down with attorney, author, and real estate legal strategist JJ Childers to unpack one of the most misunderstood (but most critical) aspects of wealth building—asset protection and estate planning. JJ breaks down exactly what real estate investors need to do to protect themselves from lawsuits, tax liability, and probate chaos.   We cover how to structure your entities, when to set up a trust, and what states offer the best legal protection. Whether you're holding your first property or managing a multi-state portfolio, this episode gives you the legal lens and tactical framework to protect what you're building—for the long run.     Episode Highlights [0:00] – Meet JJ Childers: attorney, author, and founder of Advanced Tax Group [2:08] – "Explain it to a 10-year-old": What asset protection really means [3:27] – The "LID" framework: Lawsuits, Income tax, and Death tax [4:38] – JJ's real estate upbringing and what led him to study law [7:16] – Learning the system from both sides: plaintiff firms to federal court [9:22] – The myth that keeps investors stuck: "It's too complicated" [10:34] – When should you start? (Hint: before your first deal) [12:40] – The legal differences between active and passive income [14:35] – LLCs, S Corps, and the alphabet soup problem [16:06] – Why confused clients do nothing—and how to avoid that trap [17:25] – Investing in multiple states: the common mistake most make [18:30] – Isolation & insulation: how to separate assets and risk [20:07] – Why Wyoming offers the strongest protection for investors [22:09] – Comparing Delaware, Nevada, South Dakota, Alaska [23:58] – Estate planning = legacy protection—do you have a trust yet? [25:56] – How to avoid ancillary probate across multiple states [27:12] – If JJ could create a law for real estate investors, it'd be this… [31:15] – Harvard and Pepperdine lessons: resolve disputes, don't fuel them [33:24] – Yes, crypto and digital assets need the same legal strategy [35:31] – Final thoughts: "You're in the legacy business—act like it" [36:40] – Where to connect with JJ and how to claim the podcast discount     5 Key Takeaways Asset protection isn't optional—it's foundational. Start before your first deal. Use LLCs and trusts to separate risk from assets. Don't mix personal and business. Different states offer different protections. Wyoming leads for charging order protection. Estate planning avoids probate. Without it, your heirs inherit a mess. Confusion leads to inaction. Talk to a legal strategist who speaks your language.   Links & Resources Learn more: Advanced Tax Group JJ's legal services: Mention this episode for a special PETE Podcast discount Topics mentioned: LLCs, trusts, estate planning, charging orders, probate, income types   Closing Remark If you're building something worth protecting, now's the time to get your legal strategy in place. Don't wait until it's too late. If you found value in this episode, please rate, follow, and review The PETE Podcast—and share it with someone who's ready to protect their wealth the smart way.

In this episode, I sit down with Steve Cohen, the founder of Investor Boots, to talk about solving one of the biggest pain points for real estate investors: reliable, nationwide boots on the ground. What started as a way to streamline Steve's own investing operations turned into a game-changing platform that lets investors operate virtually anywhere—without sacrificing speed, trust, or control.   Steve breaks down how Investor Boots helps clients reclaim their time, scale operations with confidence, and tap into over 330,000 certified reps nationwide. From creative services like squatter outreach to bundled asset delivery for buyers, you'll hear how Investor Boots is giving investors the tools—and the team—they need to scale like never before.   Episode Highlights [0:00] – Why investors shouldn't be doing their own lockboxes and photo shoots [1:30] – How Investor Boots was born from Steve's need for trustworthy, reliable help [2:13] – The weakest link problem: when random vendors threaten entire deals [3:44] – Over 330,000 reps nationwide: how the "boots force" breaks down location barriers [5:24] – Investor Boots vs. the DIY investor: the power drill vs. screwdriver analogy [6:08] – Lockbox installs, wellness checks, letter posting, notary services, drone photos, and more [8:25] – Who uses Investor Boots? Wholesalers, flippers, AirBnB hosts, property managers [9:13] – How the company manages such a large vendor pool efficiently [10:40] – The real bottleneck: investors who don't delegate fast enough [12:07] – Investor Boots is like Uber/DoorDash for real estate—minus the small talk [12:28] – Data-backed scaling: 63% see volume growth by month 3, 90% are repeat customers [13:20] – Speed as a competitive edge: from order to delivery in as fast as 92 minutes [14:07] – No subscriptions—pay-as-you-go with bundled media options for buyer confidence [15:13] – The "Investor Boots 360" bundle: walkthrough video, room measurements, exterior shots [16:18] – Listings with video sell 32% faster—why it's now a default for top performers [17:11] – Coming in 2026: CRM, lead gen, and listing platform integrations [17:53] – Every transaction still has a physical component—Investor Boots completes it [20:32] – Why Steve pivoted fully into operations and went all-in on Investor Boots [22:00] – His family no longer runs the reps—they're now long-time members and investors [23:05] – Steve's view on data: most investors don't leverage it correctly or consistently [24:32] – The guy doing 3 deals/month became a 10-orders-a-day client in 3 years [25:29] – 65% of investors only use 35% of their systems—why better data usage = more scale [26:29] – Why every investor needs a "data guy" for morning recaps and KPI clarity     5 Key Takeaways Speed wins – With services like 92-minute turnarounds, Steve's platform gives investors a serious edge. Delegation = growth – Most investors plateau because they don't outsource. Investor Boots removes that barrier. Scale beyond borders – 65% of users expand to new states by month four using Investor Boots. Creative, on-the-ground services close deals – From squatter cash-outs to AirBnB setups, they do what others can't. Data tells the real story – The most successful users are the ones who review and act on their KPIs consistently.   Links & Resources Learn more at: https://investorbootz.com/   Closing Remark If you're still juggling tasks a local rep could handle—or holding yourself back from doing deals across state lines—this is your call to level up. Visit Investor Boots, claim your time back, and scale your business with speed and precision. If you found this episode helpful, please rate, review, and share The PETE Podcast—and keep building smarter.

In this episode, I sit down with Brandon Goldstein, Director of Strategic Partnerships at Renovo Financial, to unpack what makes this private lender stand out in a crowded space. Brandon walks us through Renovo's local-first approach to lending, how they've scaled to 35+ states without losing the human touch, and why their reputation is attracting not just investors—but even respect from competitors.   We also dive into Brandon's fascinating background, from working with AI-powered real estate valuation tech to managing non-performing loan acquisitions. You'll hear how AI is shaping the future of lending, what systems helped Renovo scale, and why high-touch, high-trust service still wins in a tech-driven world.     Episode Highlights [0:00] – Meet Brandon Goldstein of Renovo Financial: national lender with a local feel [2:18] – What sets Renovo apart in a saturated private lending market [3:00] – The range of products they offer: fix-and-flip, DCSR rentals, and commercial real estate [4:01] – Why they scaled nationally after perfecting their model locally in Chicago [5:03] – The value of hiring local lenders who know their markets inside and out [6:21] – Defining DCSR loans and how they're underwritten for business purpose lending [8:20] – How Renovo builds long-term relationships and a culture of service [9:41] – Not just capital: how Renovo acts as a partner, not just a provider [11:19] – Using Net Promoter Score (NPS) and real-time feedback for internal accountability [12:05] – Structure of Renovo's dedicated lending teams and how that enhances borrower experience [13:30] – Renovo's servicing model: why in-house servicing is a big win for borrowers [15:13] – Eliminating common headaches: consistent relationships across loan lifecycle [15:50] – Internal appraiser panels vs. AMCs: how they speed up and improve underwriting [16:34] – The CRM and Salesforce-powered dashboards that drive company-wide visibility [17:45] – Brandon's personal journey from appraisals to capital markets to AI tech [19:16] – How aerial imagery and computer vision were used in valuation and risk analysis [21:08] – Why AI isn't about job replacement—it's about layered efficiency [24:09] – Brandon's predictions for how AI will transform fraud detection and property grading [26:01] – How AI tools can improve quality control in mortgage-backed securities [28:43] – Humans vs. AI: defining which tasks should be automated vs. escalated [30:12] – Why AI will empower loan officers, not replace them [31:21] – Blending tech and human service: the balance that makes Renovo work [33:17] – The "choose your adventure" borrower experience: automation + relationship [33:57] – Final thoughts on building a company that competitors respect     5 Key Takeaways: Local expertise scales – Renovo's model shows you can grow nationally without sacrificing personal service. Technology empowers, not replaces – AI can handle mundane tasks, freeing humans for strategic decisions. Customer feedback matters – Real-time NPS tracking improves team performance and borrower satisfaction. Servicing in-house is a competitive edge – Renovo keeps loan servicing under one roof for better borrower control. Lenders should be partners, not just funders – Renovo's ecosystem of local experts adds value beyond money.     Links & Resources Learn more: Renovo Financial Connect with Brandon Goldstein on LinkedIn Tech Mentioned: Salesforce CRM, AI computer vision for property analysis     Closing Remark If you're ready to fund your next deal with a lender that blends high-touch service, deep local knowledge, and powerful tech, it's time to talk to Renovo. And if this episode gave you insight into how tech and trust can work together in real estate—be sure to rate, review, and share The PETE Podcast. Until next time, keep building smart.  

In this episode of The PETE Podcast, I sit down with Randy Wolfe to talk about building a real estate business rooted in purpose, strategy, and systems. From burnout in insurance to a thriving portfolio of rental properties, Randy's journey is filled with lessons for anyone starting out or leveling up in real estate.   We dive into how he built passive income, why self-management helped him grow faster, and what most new investors get wrong when trying to scale. Randy also shares how his background as a coach and teacher translates into helping others through his education platform, YouTube channel, and his community, Real Estate Investors Starting Strong.     Episode Highlights: [0:00] – Meet Randy Wolfe: teacher, coach, investor, and real estate educator [2:04] – From South Carolina classrooms to starting in real estate with no money [3:27] – Building an insurance agency and getting burned out chasing the grind [4:10] – The mindset shift from The 4-Hour Workweek and Rich Dad Poor Dad [5:16] – Randy's first creative finance deal and the nightmare renovation that followed [6:32] – How he turned a flop into a BRRRR deal and never looked back [7:08] – Snowballing success: an 8-house portfolio with zero money down [9:00] – Why creative financing became a core strategy in his rental business [11:05] – The "Mexican fisherman" fable that made him rethink his entire WHY [12:23] – Evolving your goals over time and learning to course-correct [13:15] – Why coaching and helping others became a personal mission [14:52] – Launching Real Estate Investors Starting Strong as a way to give back [16:06] – What makes a good coach: doing the work and knowing how to teach [18:58] – The most common investor challenges: mindset, deal flow, systems [20:00] – Vision vs. execution: why operations matter even for big thinkers [22:14] – Rental income vs. today money: how Randy used insurance income to build long-term cash flow [23:39] – Teaching investors to balance flips and wholesaling with building a portfolio [24:43] – How Randy transitioned from third-party property managers to self-management [26:09] – The tech stack: Pete for lead tracking and operations, TurboTenant for property management [27:35] – Streamlining with systems: training assistants and organizing contractor processes [28:26] – Building a community of support and education for new investors [29:14] – YouTube, coaching, and where to find Randy online [30:24] – Final thoughts: remembering your why and investing with intention     5 Key Takeaways Creative financing is powerful. You can build a portfolio with little or no money down if you understand structure. Mindset is foundational. No strategy matters if you can't take action or overcome fear. Systems matter—even if you're a visionary. Long-term success requires repeatable processes. Passive income isn't accidental. Rentals take effort, but they're the path to freedom if built right. Give back while you grow. Coaching and community are force multipliers in your journey.     Links & Resources Randy's YouTube: https://www.youtube.com/@Randy.Wolfe_REI Connect: randywolfe.org/links     Closing Remark If this episode inspired you to think bigger, act smarter, or reconnect with your why, don't forget to rate, follow, and review the PETE Podcast. And share it with a friend who's ready to turn their real estate dream into a reality—with the right coach in their corner.

In this episode of The PETE Podcast, I sit down with Benson Juarez, co-owner of Privy and co-creator of Agent Match, to explore the powerful intersection of data, tech, and community in modern real estate investing. Benson shares how he and his partner turned a manually intensive process into a nationwide tech platform—and why bridging the gap between investors and agents is the key to scaling sustainably.   We dive into how Privy uses direct MLS data, automation, and AI-powered algorithms to find the hottest investment areas in real time. From disrupting the outdated agent-investor dynamic to building scalable communities around shared goals, this episode is a masterclass in how to blend people, process, and platforms to win in today's market.     Episode Highlights [0:00] – Meet Benson Juarez: tech entrepreneur, investor, and co-owner of Privy [2:26] – The problem that sparked Privy: too much manual deal analysis, not enough scale [4:06] – How Privy became the first platform to offer RETS MLS feeds on a national scale [5:10] – Tracking investor activity to build smarter search algorithms [6:20] – Breaking the tension between agents and investors with collaborative tech [8:21] – Why Agent Match solves the "exclusive agent trap" for investors [9:40] – The data standard: how Privy qualifies agents with verified investment experience [10:57] – Scaling Agent Match through partnerships with brokerages and lenders [12:05] – Creating "superhero agents" powered by automation, data, and investor knowledge [13:05] – Why community is a non-negotiable value at the core of Privy's ecosystem [14:48] – Sports, mentorship, and personal growth: how community shaped Benson's mission [17:36] – Tech as foundation: Benson's background in computer information systems [19:53] – Bridging business and software: how Benson translates tech into user success [21:10] – How investors can use automation and data to stop supporting broken systems [21:55] – Limiting belief: overcoming imposter syndrome and embracing bigger rooms [23:15] – Final thoughts and how to get involved in the Privy + Agent Match ecosystem     5 Key Takeaways Data bridges gaps. When agents and investors share data, collaboration gets easier—and better deals follow. Automate to scale. Manual deal sourcing has a ceiling; tech removes it. Imposter syndrome is a signal. If you don't feel it, you're not pushing yourself hard enough. Community is leverage. The right group can hold you accountable and help you grow faster. Real-time MLS data is a game changer. Direct feeds allow investors to make smarter, faster decisions.     Links & Resources Learn more: Privy Real Estate Investment Software Explore: Agent Match Program Tech tools mentioned: MLS data feeds, deal automation, investor activity algorithms     Closing Remark If this episode got you thinking differently about how you use data, tech, or relationships in your investing journey, don't forget to rate, follow, and review the podcast. And be sure to share it with someone who's ready to scale smarter—by building community and working with the right tools.

In this episode of The PETE Podcast, I sit down with Andrew Lucas—real estate investor, coach, and founder of Deal Finders Club—to dive into the art of local deal sourcing and why community-driven investing is the future. Andrew shares how he and his wife went from burned-out landlords to full-time investors with nearly 100 doors, all without paid marketing. His story is full of insights for both new and experienced investors on how to leverage your network, overcome limiting beliefs, and scale a business with intention.   We also explore the importance of getting uncomfortable, avoiding bad partnerships, and how the right tech tools—like FlipperForce and deal-specific software—can streamline your operations and increase profitability.     Episode Timeline: [0:00] – Welcome Andrew Lucas: investor, coach, and founder of Deal Finders [2:05] – Andrew's start in real estate—and the 30-year plan that didn't work [3:14] – Flipping homes to build a rental portfolio and escape the 9-to-5 grind [4:40] – Building a 35-unit portfolio without paid marketing using the "Wide Fan" method [6:13] – Creating Deal Finders Club to help others find local deals and support [7:58] – Breaking through limiting beliefs and taking uncomfortable action [10:08] – Why community and mentorship help cut the trial-and-error phase [12:21] – Laying the right foundation: education, connection, and consistent action [14:17] – The tech stack behind Deal Finders and how it supports local outreach [15:22] – How Deal Finder Data helps source leads using AI and local insights [16:57] – Why every deal needs to be intentional when your time is limited [18:08] – The paradox of community: it slows you down to help you scale faster [19:14] – Andrew's favorite software for flippers: FlipperForce [20:54] – The value of software that's purpose-built for your business [22:00] – Why Andrew's moving away from SFRs and toward small multis [23:15] – Lending hurdles between 5-9 and 10+ unit properties [24:37] – The efficiency advantage of managing 10+ unit properties [25:00] – Expanding Deal Finders Club to a nationwide community [26:15] – The power of in-person meetups and building human connection [27:17] – Andrew's #1 lesson: "Never partner when you can hire" [29:03] – Investing in yourself beats rushing into risky partnerships [29:51] – Final thoughts: success comes from community, consistency, and courage     5 Key Takeaways Build before you scale. Start with a foundation of education, then take action. Marketing isn't mandatory. You can build a real estate business using just your local network. Avoid early partnerships. When you're new, it's safer to hire or find a mentor than to split equity. Good software matters. Use tools designed for your niche—like FlipperForce for flippers. The right community saves time. Plug into experienced groups to shortcut the learning curve.     Links & Resources Learn more: Deal Finders Club Deal Finder's Community & Training: DealFindersclub.com/training     Closing Remark If this episode helped spark an idea or gave you clarity on your next move, don't forget to rate, follow, and review the podcast. And share it with someone who's ready to get out of their comfort zone and into their first (or next) real estate deal—with the right people in their corner.

In this episode of The PETE Podcast, I sit down with Casey Quinn—real estate investor, CPA, and founder of Accruity—to dig into one of the most overlooked skill sets in entrepreneurship: financial clarity. Casey shares how mastering your numbers isn't just about bookkeeping—it's about making smarter, faster decisions that protect your cash flow and create true freedom.   We unpack what most real estate entrepreneurs get wrong when scaling, how to forecast for growth, and why your cash conversion cycle may be more important than your profit margin. Whether you're just getting started or managing a multi-seven-figure portfolio, this episode will challenge you to think like a CFO and operate like a CEO.     Episode Highlights [0:00] – Introduction [1:17] – From CPA to real estate: how Casey's career path shifted [3:22] – Why Accruity was born out of seeing entrepreneurs fail from financial blind spots [5:09] – The three pillars of financial clarity: bookkeeping, forecasting, and timing [7:02] – "Your job in business is not to go out of business"—the case for financial discipline [9:34] – Understanding the cash conversion cycle and why it drives scale [11:58] – The #1 financial mistake real estate investors make when they grow too fast [14:27] – EOS (Entrepreneurial Operating System) and how it helped Casey scale [17:14] – How marketing and acquisitions fall apart without financial systems [18:55] – What most bookkeeping setups miss—and how Accruity fills the gap [20:42] – Financial forecasting: looking forward vs. looking backward [22:37] – Why your first hires should be tied to revenue or time leverage—not vanity metrics [24:04] – Using data to make decisions faster and with less emotional guesswork [26:16] – How to evaluate a business partnership through the lens of finances [28:21] – Managing cash through project delays and unpredictable income cycles [30:10] – The difference between "profitable" and "cash healthy" [32:02] – The most underused tool in financial operations: scenario planning [34:27] – Casey's final advice: take massive action and know your numbers [36:12] – Where to learn more about Accruity and get a financial assessment   5 Key Takeaways Financial clarity drives freedom. If you don't understand your numbers, you're flying blind. Every task should touch money. If it doesn't connect to a financial result, it might not matter. Profit alone won't protect you. Timing, cash flow, and the speed of money are just as critical. EOS systems help real estate entrepreneurs scale with structure. You don't need to be a CPA—but you do need a real financial system.     Links & Resources Learn more about Casey's firm: https://accruity.com/   Closing Remark If this episode helped you see your finances in a new light, take a second to rate, follow, and review the podcast. And share it with a fellow investor or entrepreneur who's ready to stop winging it—and start winning with their numbers.

In this episode, I sit down with Tony Javier—real estate investor and founder of 10x TV—to talk about one of the most overlooked and underused lead generation strategies in real estate: TV commercials. While most investors are battling over cold calling, direct mail, and PPC leads, Tony breaks down how TV can cut through the noise and deliver high-quality motivated seller leads—at scale.   Tony shares his journey from hesitant investor to media buyer, how he scaled his business with TV, and why now is the perfect time to stake your claim in this under-saturated channel. Whether you're a seasoned investor or still trying to crack your first deal, Tony's approach to marketing could be the edge you've been missing.     Episode Highlights [0:00] – Introduction [1:51] – How Tony discovered TV marketing after 11 years in real estate investing [3:34] – The "franchise-like" TV system Tony now licenses to investors nationwide [5:25] – Why TV ads offer stronger ROI than direct mail, cold calling, or PPC [7:00] – Common myths about TV (cost, being on camera, tech barriers) debunked [9:47] – The truth about commercial pricing: $5 spots vs. $200+ prime time [11:18] – Direct mail vs. TV: reach, cost, and how to hit your ideal seller demographic [13:40] – The power of running commercials during daytime TV shows like Judge Judy & Jerry Springer [15:39] – Why TV still dominates—even in the age of social media and AI [17:12] – What it really takes to get on air, and how 10x TV does 90% of the work for you [21:00] – Ideal investor profile: who should use TV ads and how it scales other marketing channels [27:07] – How one investor doubled his deal volume by adding TV to his pipeline [29:12] – Tony's final pitch: real estate changed his life, but marketing is what lights him up today     5 Key Takeaways TV advertising is underutilized. Most markets have zero to just a few investors on air—meaning low competition and high visibility. It's more affordable than you think. Many markets see strong ROI with monthly ad spends as low as $3K–$7K, outperforming direct mail. Demographics matter. TV still reaches older, lower-income sellers—exactly the avatar most investors are looking for. You don't need to be on camera. 10x TV offers full implementation, including hiring actors, scripting, media buying, and editing. TV enhances every channel. From brand trust to direct conversions, TV boosts the effectiveness of everything from postcards to PPC.     Links & Resources   Apply to see if your market is available: www.10xTV.com     Closing Remark If you're tired of chasing the same cold lists as everyone else and ready to build true authority in your market, this episode is your sign. Don't wait. Subscribe, rate, and share the PETE Podcast—and check if your market is open at 10xTV before someone else grabs it.

In this episode of the PETE Podcast, I sit down with Clifford Walker—aka "The Cowboy Closer"—to talk about how he went from truck driving to full-time real estate investor and coach, all while bringing his family into the business and building a legacy of generational wealth. Clifford shares his journey, mindset shifts, and the real talk new investors need to hear before jumping into their first deal.   We dig into the fundamentals of getting started in real estate, the importance of picking your lane, and how to work with your spouse or business partner without stepping on each other's toes. If you've ever hesitated to take that first step, Clifford's story and his practical advice might be just the push you need.     Episode Highlights [0:00] – Introduction [2:21] – Clifford shares his markets: Texas, Ohio, Georgia, North Carolina—and why he focuses on wholesaling [3:43] – Why wholesaling is simple but not easy—and how it compares to flips and buy & hold [4:41] – The power of "picking a lane" and avoiding shiny object syndrome [6:03] – Why destiny demands development—and how beginners should embrace the learning curve [7:35] – The best advice Clifford got from Ed Mylett before a big keynote: "Give yourself some grace" [9:03] – What to do when your first deal flops—or when the check isn't as big as you hoped [11:16] – The truth about who can succeed in real estate (hint: it's anyone willing to put in the work) [13:14] – No money? No problem. Why mindset, community, and resourcefulness matter more than capital [17:50] – How Clifford's leap of faith led to his entire family joining the business [21:40] – Real talk on college, mindset, and how each step—good or bad—can lead to your purpose [25:49] – How a podcast Clifford heard while truck driving sparked his entire real estate journey [27:06] – Is out-of-state investing possible? Clifford shares how he does it with relationships and partners [28:49] – Final thoughts on mentorship, coaching, and building a business that builds others     5 Key Takeaways Real estate works—when you do. Clifford emphasizes that every strategy works if you're willing to commit and stay focused. Don't wait to be perfect. Start now, give yourself grace, and learn by doing—even if that means hitting a few curbs. Build community, not just capital. Your network can unlock deals, partnerships, and the confidence to keep going. Mindset is everything. Whether you're broke, scared, or brand new—how you think shapes what's possible. Leave a legacy. Clifford's story proves that real estate isn't just about wealth—it's about impact, family, and freedom.     Links & Resources Connect with Clifford Walker and join his investor community: https://linktr.ee/cowboycloser     Closing Remark If this episode lit a fire under you—or helped you realize it's time to finally get started—do me a favor: rate, follow, share, and review the PETE Podcast. Clifford's story is a reminder that where you start doesn't define where you finish. Let's go build something real.

In this episode of The PETE Podcast, I'm joined by Melanie Sikma, co-founder and CEO of One Stop Tax Strategists, for a deep dive into proactive tax planning that helps entrepreneurs and investors keep more of what they earn. We explore powerful, little-known strategies that go beyond simple deductions—ways to restructure your business, your family involvement, and even your travel plans to create lasting financial advantages.   Melanie breaks down her "Live More" tax strategy framework, an actionable system designed to maximize permanent tax savings and enable you to reinvest in your business and life. Whether you're a seasoned real estate investor or a newer entrepreneur, this episode will help you think differently about your tax approach—and may just save you tens of thousands of dollars.     Timeline Summary [0:00] - Meet Melanie Sikma and the family-led foundation behind One Stop Tax Strategists [2:13] - Why hating taxes became Melanie's strength—and how she connects with clients through that [3:43] - Busting common tax myths and why not everything in your life is a deduction [5:10] - The high cost of cheap bookkeeping: how one client nearly overpaid by $90K [7:14] - What makes a proactive CPA or bookkeeper—and how to spot one [10:21] - Fixing poor books and the ripple effect on tax planning accuracy [11:09] - Services offered at One Stop: tax prep, planning, payroll, and bookkeeping [13:13] - Educating clients with tax "translations" and ongoing support [14:30] - Real estate investors and multi-state tax strategies—what you need to know [17:42] - A walk-through of the "Live More" tax strategy framework [20:02] - The Augusta strategy, employing your kids, and shifting income within family [23:15] - Deferred tax strategies to fuel business reinvestment [28:00] - Reducing capital gains tax from millions to hundreds of thousands [30:43] - "Engage the savings" – how to invest your tax wins to live more [33:28] - Free resources: tax strategy booklet and complimentary tax assessment [35:01] - Final thoughts on why second opinions on taxes matter     Links & Resources Live More, Pay Less Booklet – Text booklet to (209) 924-4606 Free Tax Assessment – Text save to (209) 924-4606 One Stop Tax Strategists – https://www.onestoptaxstrategists.com/     Closing Remark If you got value from this episode, don't forget to rate, follow, share, and review the podcast. Every little bit helps us reach more people who can benefit from these game-changing strategies. Until next time, keep pushing forward and planning smarter.

If you've ever asked yourself, "Where did all my money go?" this episode is for you. I sat down with David Richter, founder of Simple CFO Solutions and author of Profit First for Real Estate Investing, to talk about the hidden financial pitfalls that sink even high-grossing businesses—and how to avoid them. Whether you're wholesaling, flipping, or building a rental portfolio, David breaks down exactly why revenue doesn't always equal profit, and how simple cash flow systems can transform your business.   We dive into the Profit First method, the real reason so many entrepreneurs feel broke even when business is booming, and why your first hire probably shouldn't be a full-time CFO. David's story is packed with hard lessons from the field and clear solutions that every investor should hear. If you want your business to serve you—not the other way around—this episode could be the game-changer you need.     Episode Highlights [0:00] - Introduction [2:25] - David shares how running a 25-deal-per-month company led him to realize profit ≠ revenue [6:48] - The turning point that inspired David to launch Simple CFO Solutions [8:40] - Three-step framework: laying a financial foundation, implementing Profit First, and setting up dashboards [11:02] - When and why a business really needs a fractional CFO [13:09] - What kind of revenue triggers the need for a full-time CFO [16:14] - Clarifying the different roles of bookkeeper, CPA, and CFO [20:47] - Why QuickBooks should be treated like your "CRM for money" [24:05] - David's #1 tip for any entrepreneur: start by managing your cash [26:41] - How systems—especially financial ones—save time, money, and sanity [30:01] - David's perspective on AI and the future of finance in real estate     5 Key Takeaways   Revenue isn't everything – Without a system, you could be growing broke. Profit First works – Simple bank account structures help you allocate every dollar. Most entrepreneurs don't need a full-time CFO – A fractional CFO offers the clarity without the overhead. Financial education is missing – Entrepreneurs need to learn how to interpret their numbers. Systems drive scalability – You can't grow what you can't track and optimize.     Links & Resources   Get a free copy of Profit First for Real Estate Investing: simplecfo.com/gift Learn more about Simple CFO Solutions: simplecfo.com     If this episode brought you clarity, insight, or even just a few "aha" moments—do me a favor. Follow the show, rate it, leave a review, and share it with another investor who needs to get their finances under control. Until next time!

In this episode, I sit down with real estate investor and direct mail strategist Josh Ax to unpack how he built a high-performing business by combining old-school direct mail with a deeply analytical, tech-forward approach. Josh shares how he started in real estate by accident, scaled with seller financing, and turned a $13K down payment into hundreds of thousands in cash flow.   We dive into his exact scoring system for filtering seller lists, the mistakes most investors make with mailers, and how Josh consistently earns a 6–10X return on ad spend—without needing flashy branding or massive marketing budgets. If you're looking to level up your lead gen and actually close deals, this is the blueprint.     Episode Highlights   [0:00] – Introduction [1:44] – How a family emergency and a mentor's advice pulled Josh from ministry into real estate [5:03] – Buying a 35-unit building for $13K down using 99% seller financing [7:54] – Turning a single cash-out refi into $400K in capital for direct mail [9:40] – The first 2,000-piece mailer that produced $100K+ in profit [11:11] – How a single conversation led to building a proprietary delinquent tax list [13:03] – Common mistakes: wrong phone numbers, too broad targeting, poor list hygiene [14:17] – Josh's proprietary point-based scoring system for stacking seller motivation [17:18] – Recommended mailing cadence and how many touches it takes to convert [19:02] – Which mail formats stand out—and why pressure seal checks work so well [22:00] – Why direct mail beats TV, radio, and billboards in lower-priced markets [25:06] – The budget and consistency needed to actually win with mail [26:36] – Josh's most creative mailer and why even his competitors loved it [29:36] – What's next: turnkey rentals, better management, and scaling in one market     5 Key Takeaways   It's not the size of your mailer—it's the quality of your list. Filter your list by stacking motivation tags like pre-foreclosure, vacant, tax delinquent, inherited, and failed listings. Direct mail still wins in 2025—but only if you niche down. The tighter your targeting, the higher your ROI. Consistency beats cleverness. Josh sends to the same list every 3–4 weeks and recommends budgeting to hit them at least six times. Response rate is secondary to revenue. Josh doesn't count calls—he tracks profit and Return on Ad Spend (ROAS), consistently hitting 6–10X. Systems win markets. From mail piece design to point-based scoring and CRM tagging, Josh treats marketing like a science, not a shot in the dark.       Links & Resources Josh's company: NEPA Cash Offer Mail tools mentioned: PropStream, Yellow Letter HQ Strategy tip: Add "Save this with your important house papers" to stand out in competitive markets       If this episode gave you real ideas to improve your deal flow, be sure to rate, follow, and leave a review. And share it with an investor friend who needs to hear why direct mail isn't dead—it just needs to be smarter.

In this episode, I sit down with investor and coach Chad Harris to unpack how he built a thriving buy-and-hold real estate portfolio—without using banks or his own money. Chad shares how a personal family crisis led him to pivot from being a missionary in Kenya to building a rental empire back home in Dayton, Ohio.   We talk about how he leveraged his fundraising background to raise private capital, what most new investors get wrong about deal analysis and funding, and how systematizing his business gave him not just profits—but real freedom. Whether you're just curious about rentals or looking to scale without losing control, Chad's story is proof that with commitment and the right tools, anyone can do it.     Episode Highlights   [0:00] – Introduction [1:06] – Chad's journey from teacher and missionary to real estate investor [5:51] – Facing a family emergency and the realization he had to become a better provider [7:24] – How he built his rental portfolio from scratch using private lenders—not banks [10:04] – The simple elevator pitch Chad used to attract investor capital [13:12] – His coaching focus: helping others buy rentals with no money down [16:05] – The 3 biggest sticking points for new buy-and-hold investors [21:23] – Why a system for property management is more important than door count [24:15] – The painful lessons learned from outsourcing management too soon [25:30] – How Chad runs lean by hiring local part-time help for operations [28:45] – Systems as an investment: scaling for time freedom, not just portfolio growth [30:37] – Chad's advice for anyone who's curious about getting started     5 Key Takeaways You don't need bank financing to build a rental portfolio—private capital is out there. Start with a professional management system from day one—even if you only have 3 doors. Most investors underestimate the importance of deal analysis and overestimate local competition. CRMs and property management tools are not expenses—they're time-saving investments. If you stay committed, time and compound cash flow will do the rest.   If this episode helped you rethink how to get started—or scale—with buy-and-hold investing, don't forget to rate, follow, and leave a review. And share this episode with someone who's been sitting on the fence about becoming a landlord.

In this episode of The Pete Podcast, I sit down with real estate entrepreneur Sam Wegert to explore one of the fastest-growing—and most overlooked—niches in real estate: co-living. From growing up in a 1900 sq ft home with 10 people to now owning over 200 rooms, Sam has turned his passion for people and purpose into a high-yield real estate model that's solving real problems in today's housing market.   We dive into the emotional drivers behind co-living, how it's creating new price points in overlooked markets, and why smaller towns might offer more upside than big cities. Sam also shares the systems, automations, and challenges behind scaling a co-living operation—plus what's missing in the current tech landscape for this space. If you're looking for a cash-flow-heavy model that blends purpose with profit, this one's for you.     Episode Highlights   [0:00] – Introduction  [1:22] – Growing up with 10 people in one house and how it shaped Sam's view on shared living [3:45] – Launching his first martial arts school at 15 and his early taste of entrepreneurship [7:01] – Discovering co-living and testing the model with local real estate [9:33] – Why co-living isn't just about housing—it's about solving emotional and social pain [11:50] – Creating affordability through "invented" price points in local markets [14:04] – Small towns vs. big cities: where co-living cash flow thrives [16:20] – Tech stack breakdown: AppFolio, GoHighLevel, and the software gap in co-living [19:01] – Systematizing everything from marketing to maintenance—even labeling cabinets [22:12] – Inside Sam's co-living coaching community and what's next for the model     5 Key Takeaways   Co-living solves more than housing—it addresses loneliness and affordability. This model thrives in secondary and tertiary markets where housing is tight and demand is high. You don't need multifamily to scale—Sam's portfolio includes converted single-family homes. Software and automation are key, but the current tech isn't fully built for co-living yet. The future of real estate isn't just about square footage—it's about how we live together.         Links & Resources   Learn more about Sam's free co-living training and coaching community: https://samwegert.com/ Tools mentioned: AppFolio, GoHighLevel     If this episode sparked new ideas about where the real estate market is headed, be sure to rate, follow, and leave a review. And don't forget to share this episode with an investor or entrepreneur ready to think outside the box.

In this episode, I sit down with Alex Pardo—real estate investor, coach, and host of the Flip Empire Show—who shares his powerful transition from wholesaling to self-storage. Alex opens up about the turning point that made him rethink his business model and reveals why self-storage became his vehicle to true financial and time freedom. If you've ever felt trapped in the hustle or wondered how to escape the grind while still building wealth, this episode is packed with real, raw insight.   We dive into the mindset shifts, the myths about storage investing, and the exact systems and strategies Alex uses to run multiple facilities remotely—with zero employees. Whether you're a wholesaler, W-2 earner, or someone just curious about passive income through real estate, this episode will change the way you view opportunity in commercial real estate.     Episode Highlights   [0:00] - Introduction [2:15] - How a backpacking trip across Europe sparked Alex's entrepreneurial journey [4:55] - Closing his first deal in 2006—and the $44K lesson that followed [6:40] - Why wholesaling didn't create the freedom Alex was chasing [8:00] - What makes self-storage a simple, scalable, recession-resistant business [10:15] - The psychology of why people don't leave their storage units [12:00] - Running an unmanned facility: no tours, no on-site staff, fully automated [14:45] - How to break into storage using OPM (other people's money) [16:00] - Lessons from his first failed 3-month attempt at storage [18:15] - Why location matters more than ROI on paper [19:45] - The three-part system Alex uses to manage his facilities remotely [26:30] - The four questions every investor should ask to systemize and scale [28:00] - Overcoming KPI overload: the cocktail napkin test [31:10] - The one goal of his Storage Wins coaching program       5 Key Takeaways: 1. Storage is Simpler Than You Think: It's a retail business with the perks of real estate—cash flow, depreciation, and scalability. 2. You Don't Need Your Own Capital: Alex has done every deal using creative financing, from seller finance to SBA loans. 3. Automation is Everything: Unmanned, tech-enabled storage allows him to operate from anywhere without employees. 4. Mindset Is the First Hurdle: Limiting beliefs about needing money or experience often hold people back from making the leap. 5. Pick KPIs That Matter: Track the few numbers that define business health—you should be able to write them on a cocktail napkin.       Links & Resources Alex's coaching program: StorageWins.com Books mentioned: The E-Myth by Michael Gerber, The 4-Hour Workweek by Tim Ferriss, Traction by Gino Wickman   If you enjoyed the episode, be sure to rate, follow, and leave a review on your favorite podcast platform—and share it with someone ready to break free from the grind.

In this power-packed episode of The Pete Podcast, I sit down with Jeremy Knauff, founder of Spartan Media, to talk about what it really takes to build authority, credibility, and influence through public relations—especially in today's AI-driven world. Jeremy's raw story of building and rebuilding his business after a health crisis sets the stage for a deep conversation about personal branding, modern PR strategies, and why showing up in AI tools like ChatGPT is the new SEO.   We explore why most people miss the mark when it comes to PR, how to avoid becoming irrelevant in the age of large language models (LLMs), and practical steps entrepreneurs can take to build third-party credibility through trusted media. If you're serious about being seen, trusted, and remembered in your industry, this is a must-listen.     Episode Highlights   [0:00] – Introduction [1:03] – Jeremy's journey from Marine Corps to digital marketing agency owner [3:14] – Why learning sales was a leadership decision—and a survival skill [7:58] – The business collapse during his health crisis and how he bounced back with PR [9:37] – How blogging and podcast guesting led to features in Forbes, Inc., and Entrepreneur [13:25] – Who Spartan Media serves today—and why real estate investors are flocking to PR [17:13] – Case study: turning a failing company into an $8M success story through media credibility [18:01] – The state of media today: paywalls, pulled contributor programs, and changing access [20:01] – Why AI tools are changing PR—and how to make sure they cite you correctly [22:14] – The problem with using AI to pitch journalists (and how it can blacklist you) [24:37] – What LLMs look for: how third-party citations can make or break your digital credibility [26:26] – The role of schema, press mentions, and tier-one outlets in building authority [29:17] – Inside Spartan Community: affordable PR coaching, software, and strategy for entrepreneurs     5 Key Takeaways   1. If AI tools don't recognize you, your authority is invisible – Jeremy explains why visibility in large language models is the new frontier. 2. Third-party validation is the secret sauce – Social media and websites alone don't cut it. You need trusted media citations to build real credibility. 3. Pitching journalists with AI can backfire – Lazy prompts and robotic writing often get flagged—and blacklisted. 4. PR is more than exposure—it's leverage – Jeremy's work has helped clients 10x revenue, land board seats, and even lobby Congress. 5. You don't need a massive budget to get started – With his Spartan Community, Jeremy offers the same tools and tactics used by his agency at a price anyone can access.     Links & Resources Spartan Media – Jeremy's PR and branding agenc   If this episode gave you a fresh perspective on how to grow your authority and credibility, please rate, follow, and leave a review on your favorite podcast platform. And be sure to share it with someone who's ready to level up their visibility and brand power!  

In this episode of The Pete Podcast, I sit down with Jeff Henry, the dynamic founder of In A Stack, to talk about how his early passion for tech evolved into a full-fledged business offering innovative, custom-built automation and CRM solutions for real estate and beyond. Jeff opens up about his journey—from installing data networks as a kid to becoming the go-to tech partner for businesses looking to optimize, scale, and thrive.   We explore the intersections of tech, real estate, and entrepreneurship, including how Jeff and his wife built their first CRM from scratch, what makes In A Stack different from off-the-shelf tech providers, and why customization and care are key to long-term success. If you're a business owner, investor, or tech enthusiast curious about how to systematize your operations with heart and intelligence, this episode is a must-listen.     Episode Highlights   [0:00] – Introduction [1:03] – Jeff's early start in tech, influenced by his father's work at AT&T and IBM [2:23] – Losing $40K in a real estate seminar, and how mentorship turned things around [3:11] – How Jeff began building CRMs and automation tools for fellow investors [5:04] – Founding Real Tech Automations and consulting for top real estate companies [5:27] – Why In A Stack was created: scaling personalized tech support through a full dev team [6:10] – The team today: 12+ developers working across GoHighLevel, Salesforce, HubSpot, and more [8:09] – Learning tech through hands-on experience, corporate roles, and "Coding for Dummies" [10:29] – A tech-powered marriage: how Jeff and his wife balance front-end and back-end builds [12:46] – Key trends: AI integration, security, and personalized systems tailored to clients' needs [14:43] – Helping real estate educators and companies rapidly generate lead magnets with AI [15:10] – Why one-size-fits-all tech doesn't work, and how Stack delivers unique, human-centered solutions [16:23] – Weekly sprint calls and ongoing support: how Stack becomes a true growth partner [18:03] – Growing with intention: entering new industries like tax and financial services [20:01] – Building a tiered project management structure and scaling into CTO-level consulting [21:08] – Advice for founders: tech is changing fast—invest in it, understand it, and don't wait [23:14] – Why many CRMs fail and how a fresh tech teardown can uncover hidden potential [24:15] – Looking back: what Jeff wishes he had done differently when merging tech with real estate [26:20] – Tech doesn't have to be scary—why having trusted experts on speed dial makes all the difference     5 Key Takeaways   Tech is not one-size-fits-all – Every business has its own DNA, and your systems should reflect that. Start small, scale smart – Jeff's journey proves that passion + patience = sustainable growth. CRMs need more than setup—they need strategy – Dirty data and broken automations waste money. AI isn't just hype—it's a tool – From marketing to systems, AI is changing how businesses grow. Relationships are the differentiator – Stack doesn't just deliver solutions—they become your tech partner.     Links & Resources     In A Stack – Jeff's full-service development team for custom CRM and automation solutions GoHighLevel – One of Stack's core platforms for client CRM builds Follow Jeff on Instagram – "Tech Mogul" for insights, tips, and behind-the-scenes looks (exact handle not specified—add if known)       If you enjoyed this episode, please rate, follow, and leave a review on your favorite podcast platform. And don't forget to share it with someone who's building a business and could use a smart, strategic tech partner like Jeff and the team at In A Stack.

In this episode of The Pete Podcast, I sit down with Ari Page, CEO of Fund & Grow, to talk about how real estate investors and business owners can tap into unsecured business credit—without the usual headaches of traditional funding. Ari pulls back the curtain on his personal journey from working shipyards to helping over 30,000 entrepreneurs secure nearly $2 billion in business credit lines.   We break down how Fund & Grow's credit card stacking model works, how they help clients optimize their credit profiles, and why business credit cards can be one of the most flexible and underutilized tools for funding deals, payroll, marketing, and more. If you're an investor or small business owner looking for fast, reusable, and unsecured capital, this episode is packed with gems.     Episode Highlights   [0:00] - Introduction [1:26] - Ari's transformation from Navy shipyard work to credit entrepreneur [4:59] - The shift from mortgage brokering to leveraging credit cards post-2008 crash [7:28] - Why Fund & Grow transitioned from hourly services to a scalable membership model [8:50] - The difference between credit repair and credit optimization (a.k.a. "credit massaging") [11:03] - What credit card stacking actually is and how it works [14:43] - Using payment processors like Plastiq to convert credit cards into real-world transactions [17:39] - Why business credit cards complement—not replace—mortgages and hard money [21:05] - The overlooked asset protection feature of using credit cards for contractor payments [25:34] - Fund & Grow's recent surge in funding approvals and why 2025 is looking optimistic [27:42] - The power of negotiation in securing larger credit lines (vs. just applying) [29:35] - How building internal systems and software transformed Fund & Grow's scalability [32:50] - Final thoughts on using tech and data to grow smart, not just fast     5 Key Takeaways   Credit card stacking is powerful – You can build $250K+ in business credit through strategic applications and merging of cards, all at 0% interest. Most funding comes from negotiation – Two-thirds of credit obtained for clients is due to Fund & Grow's negotiation process, not the initial application. You don't need perfect credit – Many clients just need optimization, not repair, and Fund & Grow helps fine-tune profiles before applying. Credit cards offer protection – Unlike cash, they offer recourse in the form of chargebacks if vendors or contractors fail to deliver. Data-driven systems scale businesses – Building scalable infrastructure and leveraging client data has been key to Fund & Grow's growth and success.       Links & Resources   Fund & Grow – Learn more about Ari's company and how to get started with business credit Plastiq – A payment platform for converting credit card payments into checks, ACH, or wire transfers Zelle, Bill.com, and Melio – Other tools for routing payments via business credit cards     If this episode gave you new insights on how to fund your business more creatively and flexibly, be sure to rate, follow, and leave a review on your favorite podcast platform. And don't forget to share this with a fellow entrepreneur or investor who could use smarter funding options!

In this episode, I sit down with Mike Hambright, a seasoned entrepreneur, real estate investor, coach, and founder of Investor Fuel, FlipNerd, and Investor Machine. Mike opens up about his journey from corporate America to building multiple seven-figure businesses — and the hard lessons he learned along the way about focus, foundation, and freedom.   We explore what it means to stay the course when things get tough, why so many entrepreneurs fall into the trap of "starting over," and how to create a life that aligns with your goals and values. Mike also shares how the hardest chapters of his story — including losing his job, financial uncertainty, and raising a newborn with no income — became the fuel that shaped his success mindset.   If you've ever struggled with shiny object syndrome, burnout, or the uncertainty that comes with entrepreneurship, this conversation will challenge and inspire you to think differently about your business, your time, and your long-term vision.     Episode Timeline & Highlights   [0:00] – Mike introduces the "three feet from gold" concept — how most people quit right before success happens. [1:00] – The conversation kicks off with Mike's background as a "serial entrepreneur" and the driving force behind his ventures. [2:00] – Why building a stable financial foundation is the first step before layering on multiple business ventures. [5:20] – From corporate finance to real estate investing in 2008 — how losing his job became the turning point that changed everything. [8:50] – Finding focus during hard times: why people perform best when their back is against the wall. [10:40] – The importance of choosing one direction and sticking with it — what Mike calls "laser focus." [13:00] – Starting over in Dallas and learning how to build a real estate business from scratch. [14:00] – How Mike went from four deals in his first year to sixty-five the next — and the lessons that came with scaling fast. [16:00] – Building trust-based partnerships with contractors and teams that last decades. [18:00] – The value of persistence: why investors often give up when they're closer to success than they think. [21:00] – Knowing when to pivot — and how to use data and mentorship instead of emotion to make business decisions. [22:30] – The power of collaboration versus competition: how shifting from scarcity to abundance changed everything. [26:00] – What it really means to be an entrepreneur: serving others, building systems, and creating freedom. [29:30] – Mike's vision for Investor Fuel, Investor Machine, and the new Investor Launchpad program.     Key Takeaways     Stay Laser Focused. Success doesn't come from chasing every new opportunity — it comes from staying committed to one thing long enough to see results. Build Your Foundation First. A stable base of income and systems allows you to experiment, grow, and take risks without risking everything. Collaboration Beats Competition. When you move from scarcity to abundance, you gain more by helping and partnering with others than by protecting every idea. Control Your Destiny. Don't rely on jobs, markets, or luck — build something that gives you control over your time, your income, and your future. Don't Quit Too Soon. You're often much closer to a breakthrough than you realize. Keep pushing, refine your focus, and surround yourself with people who challenge and support your vision.       Links & Resources   Investor Fuel Mastermind: investorfuel.com Investor Launchpad Challenge: investorlaunchpad.com Investor Machine: investormachine.com       Closing Remarks   If this episode inspired you to double down on your goals and build a business that truly supports your life, make sure to follow, rate, and review The Pete Podcast. Your feedback helps us reach more entrepreneurs who are ready to grow, focus, and win together.