Barely Liquid - Planning a Life around Illiquidity

Ken Ashley has spent nearly 30 years at Cushman & Wakefield Atlanta, but the conversation that shaped his career happened over breakfast in the mid-90s. In this episode, Ken shares how that breakfast pulled him out of a CFO role and into commercial real estate, and why he's spent the rest of his career trying to repay it.We dig into the 2009 downturn, when his wife Karen sat him down in tears and told him they were in trouble. Ken walks through the two paths in front of him, the one he chose, and the permanent changes he made to his business afterward, including building a roster of 14 enterprise accounts (with a goal of 20) to smooth out lumpy cash flow.We also cover:His marketing thesis after COVID and why the buddy-call model is dyingThe difference between sales and marketing, and how social media earns him the right to ask senior execs for adviceWhy he stayed at a big shop for three decades and what it actually unlocksCREI Summit 2026 in Savannah and the Create Lab content sessionsHis new book, The Prescription, launching March 10thIf you're a CRE broker trying to build a career that survives the next downturn, this one's worth your time.

Ian Stroud, a real estate broker in Indiana, discusses the development and implementation of the CRE operating system he created on Notion. The system serves as a comprehensive business management tool, integrating AI, automation, and email functionality. Ian shares insights on using Notion for personal and business purposes, as well as his tech stack and tools. He also explores the use case for brokers and provides feedback on the system's impact.TakeawaysDevelopment of a comprehensive CRE operating system on NotionIntegration of AI, automation, and email functionalityUse of Notion for personal and business purposesInsights on tech stack and toolsUse case for brokers and feedback on the system's impactChapters00:00 Introduction and Background09:13 Development and Implementation of the System16:29 Use of AI and Automation22:12 Use of Notion for Personal and Business Purposes31:10 Use Case for Brokers and Feedback

The conversation covers the importance of personal branding and authenticity in digital presence, the impact of external factors on business performance, and the significance of networking and relationship building in commercial real estate.TakeawaysPersonal BrandingDigital PresenceChapters00:00 Personal Branding and Authenticity in Digital Presence10:05 Networking and Relationship Building in Commercial Real Estate

Fly Jamerson is a social-media strategist and content creator based in Baton Rouge, Louisiana.She helps commercial real estate brokers turn everyday deal stories and field insights into high-impact social media content.The conversation covers topics related to marketing collaboration, content creation, specialization vs. generalization, measuring social media success, content distribution and engagement, analyzing social media performance, social media analytics and business impact, reaching the right audience on social media, and effective content creation and distribution.The discussion emphasizes the importance of a consistent content creation workflow and the impact of social media on business growth. The conversation covers topics related to translating personal voice into text, calibrating AI to personal style, optimizing content production for time, maximizing social media efficiency, Movo Media Marketing's services, investing in personal business, video and podcast content strategy, and contacting Fly Jamerson for further engagement.Chapters* 00:00 Introduction and Marketing Collaboration* 05:59 Specialization vs. Generalization* 13:04 Analyzing Social Media Performance* 18:53 Reaching the Right Audience on Social Media* 25:11 Consistent Content Creation Workflow* 31:27 Calibrating AI to Personal Style* 37:06 Movo Media Marketing's Services* 43:20 Investing in Personal Business* 52:26 Contacting Fly Jamerson

If you're a commercial real estate broker and are tired of getting killed by your taxes, then you've come to the right place. You're an entrepreneur, ever since you started getting paid by 1099, you became a business owner. And now it's time to act like one. If you'd like to get in touch with us, please reach out at ⁠⁠⁠cre-cfo.com⁠⁠⁠ and fill out the form there. We'll be in touch as soon as we can.

Kevin Santaularia, CEO and president of Bradford Real Estate, shares his journey in the real estate industry and discusses the evolution of his company. He talks about the cycles he has witnessed in the market and how institutional clients tend to gravitate towards local operators during tough times. He also discusses the current state of the office market and the opportunities it presents for investors. Kevin provides insights into the different types of real estate investments, including syndicators and operators, and emphasizes the importance of relationships in the industry.

If you're a commercial real estate broker and are tired of getting killed by your taxes, then you've come to the right place. You're an entrepreneur, ever since you started getting paid by 1099, you became a business owner. And now it's time to act like one. If you'd like to get in touch with us, please reach out at ⁠⁠⁠cre-cfo.com⁠⁠⁠ and fill out the form there. We'll be in touch as soon as we can.

If you're a commercial real estate broker and are tired of getting killed by your taxes, then you've come to the right place. You're an entrepreneur, ever since you started getting paid by 1099, you became a business owner. And now it's time to act like one. If you'd like to get in touch with us, please reach out at ⁠⁠cre-cfo.com⁠⁠ and fill out the form there. We'll be in touch as soon as we can.

If you're a commercial real estate broker and are tired of getting killed by your taxes, then you've come to the right place. You're an entrepreneur, ever since you started getting paid by 1099, you became a business owner. And now it's time to act like one. If you'd like to get in touch with us, please reach out at ⁠cre-cfo.com⁠ and fill out the form there. We'll be in touch as soon as we can.

I interview my former professor Anthony Herrera about his career and various ventures into entrepreneurship. We cover: - is there value in an accounting degree? - how do you go about solving accounting talent shortage? - prioritizing family v business - executive coaching Thank you for joining us!

If you're a commercial real estate broker and are tired of getting killed by your taxes, then you've come to the right place. You're an entrepreneur, ever since you started getting paid by 1099, you became a business owner. And now it's time to act like one. If you'd like to get in touch with us, please reach out at cre-cfo.com and fill out the form there. We'll be in touch as soon as we can.

How do I get better at golf? That's a thought that sweeps my brain each day and Jon Sherman's content always makes me think. Join me as I interview Jon Sherman and dive into his popular golf book The Four Foundations of Golf . John also shares insights from his new book on the golf competition mindset, The Foundations of Winning Golf.

Thank you to Chris Powers, Founder + Executive Chairman of Fort Capital for joining me to discuss growing a business through podcasting and social media, transitioning from CEO to Chairman, and prioritizing the other parts of life while heading up the fastest growing private real estate business in Texas. On this episode Chris shares his wisdom, knowledge and expertise in: - Using his podcast and social media presence to grow his business - Transitioning from CEO to Chairman - How he manages to prioritize his personal life while being heavily involved in a successful business Thanks for listening! James “Jake” Crandall offers products and services using the following business names: Foster Financial Group or Canvas Financial – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA(www.finra.org)/SIPC(www.sipc.org) – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Foster Financial Group or Canvas Financial. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this (Facebook/LinkedIn/Twitter page) are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.

Life insurance should be simple. But its not. If you have children or a spouse that depends on your earnings, come learn about life insurance with me and Chase Clack! James “Jake” Crandall offers products and services using the following business names: Foster Financial Group or Canvas Financial – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA(www.finra.org)/SIPC(www.sipc.org) – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Foster Financial Group or Canvas Financial. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this (Facebook/LinkedIn/Twitter page) are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.

Garrett Starks joins to discuss navigating rising insurance costs. Tips were shared for finding the best deals through an independent broker, reviewing coverage needs for various business and property types, and working proactively with brokers to evaluate insurance options in the current challenging market. Enjoy! Find Garrett on Linkedin James “Jake” Crandall offers products and services using the following business names: Foster Financial Group or Canvas Financial – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA(www.finra.org)/SIPC(www.sipc.org) – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Foster Financial Group or Canvas Financial. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this (Facebook/LinkedIn/Twitter page) are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.

Thanks to John Harlan, CEO of CrateBind for joining me to discuss his various ventures in entrepreneurship, real estate, parenting and more. John is incredibly smart and I am grateful to call him a friend! On this episode, Jake and John discuss: - Software Development - John's various startups - ScoutSpace.io - a product he built for himself, but is now used by brokers to better showcase properties - Lead Generation technology - Running a company from home Connect with John on LinkedIn James “Jake” Crandall offers products and services using the following business names: Foster Financial Group or Canvas Financial – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA(www.finra.org)/SIPC(www.sipc.org) – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Foster Financial Group or Canvas Financial. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this (Facebook/LinkedIn/Twitter page) are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.

If you own real estate, or aspire to own real estate, come dive into the weeds with Wes and I as we discuss all things Cost Segregation.   Wes was incredibly generous with his time and expertise. We discuss: - Cost Segregation, taxes and real estate investments (0:02) - Real estate depreciation and tax benefits (4:57) - Bonus depreciation for real estate investors (9:05) - Tax benefits for converting primary residence to rental property (19:58) You can find Wes at 1245consulting.com Reminder - I am not your accountant or your advisor.  Please consult with your tax advisor, financial advisor or attorney regarding your specific situation! James “Jake” Crandall offers products and services using the following business names: Foster Financial Group or Canvas Financial – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA(www.finra.org)/SIPC(www.sipc.org) – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Foster Financial Group or Canvas Financial. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this (Facebook/LinkedIn/Twitter page) are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.

Introductions. 0:01 Getting into the niche industry of sales recruiting. 2:06 How to stand out from the competition. 4:08 Love people 6:44 The importance of core values 11:34 What’s been the biggest challenge? 13:25 The importance of community 16:05 Fatherhood 23:58 James “Jake” Crandall offers products and services using the following business names: Foster Financial Group or Canvas Financial – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA(www.finra.org)/SIPC(www.sipc.org) – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Foster Financial Group or Canvas Financial. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this (Facebook/LinkedIn/Twitter page) are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.

You can learn more about Kit Case and Bill Bogart at casebogart.com. To connect with Jake, visit jakecran.com or follow him on X. @jakecrandall Family wealth management and stewardship. 0:03 Stewardship, mentoring, and capital management. 3:47 Assessing and developing competence in heirs. 9:24 Values and best practices for healthy family dynamics. 14:41 Mentorship, risk-taking, and personal development. 20:46 Challenges faced by rising generation in family-owned businesses. 26:21 Preparing next-gen leaders for family businesses. 31:56 James “Jake” Crandall offers products and services using the following business names: Foster Financial Group or Canvas Financial – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA(www.finra.org)/SIPC(www.sipc.org) – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Foster Financial Group or Canvas Financial. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this (Facebook/LinkedIn/Twitter page) are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.