wealth unfiltered

In this episode of Wealth Unfiltered, Jeff Adler, Vice President of Yardi Matrix, breaks down the real-time data shaping today's multifamily housing market—and what it signals for investors navigating the next phase of the cycle. We explore the key forces driving performance across markets, including elevated new supply in Sun Belt and Mountain West regions, shifting migration patterns, demographic tailwinds, and the widening rent-versus-buy gap that continues to support long-term rental demand. Jeff also unpacks why the market is becoming increasingly fragmented, with smaller Southern and Midwest metros outperforming while high-supply markets like Orlando, Phoenix, and Denver continue to face pressure. He explains how real-time data is essential for understanding absorption trends, underwriting accurately, and identifying where opportunity is emerging beneath the surface. Looking ahead, we discuss why rent growth is expected to remain muted in the near term, with stabilization beginning around 2026 and broader recovery taking shape into 2027—as supply normalizes and demand fundamentals reassert themselves. This episode delivers a clear, data-driven framework for understanding where we are in the multifamily cycle—and how investors should position for what comes next. Key Takeaways Multifamily supply remains elevated, particularly in Sun Belt and Mountain West markets, continuing to pressure rents and increase concessions. Strong structural demand persists, driven by household formation, aging demographics, downsizing boomers, and millennials renting longer due to affordability constraints. Rent growth is expected to remain subdued short term, with stabilization beginning in 2026 and broader recovery likely by 2027. Market performance is increasingly fragmented—smaller Southern and Midwest metros are outperforming while high-supply markets like Orlando, Phoenix, and Denver face continued pressure. Real-time data is critical for navigating today's cycle, improving underwriting precision, and identifying mispriced or oversupplied opportunities. Investors who focus on fundamentals—renewal strength, realistic rent assumptions, and local market dynamics—are best positioned for the next phase of the cycle.

In this episode of Wealth Unfiltered, we're joined by John Chang, Chief Analytics and Intelligence Officer at Marcus & Millichap, to break down what's shaping the commercial real estate and multifamily investment landscape heading into 2026. John explains why this cycle may be setting up for a unique window of opportunity, as investor caution, shifting capital flows, and improving fundamentals begin to realign. We discuss how today's environment is creating more selective buying conditions, and why those who understand where demand is heading may be best positioned to capitalize. Key topics include capital markets trends, multifamily supply and demand dynamics, market selection, and the role of investor psychology in today's cycle. If you're looking to understand where the next phase of opportunity may emerge in multifamily and commercial real estate, this is a conversation worth tuning into.

In this episode of Wealth Unfiltered, we sit down with Paul Fiorilla, Director of Research at Yardi Matrix, to break down the latest multifamily market trends, including supply, demand, rent growth, and investment outlook heading into 2026. Paul shares a data-driven perspective on how the recent wave of new apartment supply is impacting market performance across regions and asset classes. As the multifamily sector works through elevated deliveries, investors must understand where opportunities are emerging—and where risks remain. We also explore why market-level and submarket-level analysis is becoming increasingly important in today's environment. With shifting fundamentals, access to real-time multifamily data and research insights is critical for making informed investment decisions. Topics covered include: Multifamily supply pipeline and absorption trends Rent growth outlook and regional performance Impact of new construction on vacancy rates Key investment considerations for 2026 How data and research inform smarter real estate investing If you're an investor, advisor, or operator looking to better understand the multifamily real estate market outlook, this episode provides actionable insights backed by industry-leading research.

In this episode of Wealth Unfiltered, we sit down with Spencer Levy—Global Client Strategist and Senior Economic Advisor at CBRE—to unpack where commercial real estate is headed in 2026. Spencer breaks down the current market cycle, including the shift toward normalization, improving capital markets activity, and a more disciplined investment environment driven by real fundamentals—not financial engineering. We also dive into one of the biggest differentiators in today's market: operational excellence. In a more selective landscape, strong operators aren't just surviving—they're outperforming. If you're investing in real estate or watching where the next opportunities emerge, this is a conversation you won't want to miss.

In this episode, Army veteran and Landshark Founder Brent Bowers shares his powerful transition story and breaks down why real estate—especially the land niche—has become a game-changer for thousands of service members. Brent reveals the leadership traits, mindset shifts, and tactical steps that allow veterans to build scalable income, even with limited capital or experience. We dive into the realities of leaving the military, how veterans can leverage structure and mission-driven thinking to excel as entrepreneurs, and why land flipping offers one of the most accessible pathways into the real estate world. Whether you're active-duty, transitioning, or long out of uniform, this conversation delivers the clarity, confidence, and motivation to take action. Guest: Brent Bowers Founder of The Landsharks | Real estate investor & coach | Former Army officer Learn more: www.TheLandSharks.com Key Takeaways for Show Notes & Social Posts Veterans have a unique advantage in real estate thanks to discipline, resilience, and structured thinking. The transition out of the military comes with challenges—but also massive entrepreneurial opportunity. Land investing is one of the most accessible entry points into real estate, even with limited capital. Systems, SOPs, and mission-driven leadership translate directly into business success. Real estate provides flexibility, family time, and financial independence for veterans rebuilding their civilian identity. Failures and pivots are part of the journey—Brent shares the ones that shaped his success. Purpose and community remain central: veterans helping veterans creates a powerful ripple effect. Tactical steps: how to make your first deal, what to avoid, and where to find mentorship. Mindset shift required: from "follow orders" to "build your own mission." Real estate offers veterans a clear path to long-term wealth, autonomy, and impact.

Private Wealth Funds & the Future of Ownership: How Elite Capital Networks Are Replacing Traditional Fundraising In this episode of Wealth Unfiltered, Samantha Parrinello sits down with Reagan Rodriguez — futurist, capital strategist, and Managing Director of the 5th Avenue Underground Club — to explore one of the most profound financial shifts of our time: the rise of private wealth ecosystems and their growing impact on global ownership, power, and innovation. Reagan breaks down what the 5th Avenue Underground Club is, how elite investor networks are reshaping influence worldwide, and what this means for the next generation of founders, looking to acquire companies and build wealth. Discover how borderless capital, tokenized assets, sovereign individuals, and exclusive ownership clubs are redefining who controls capital — and how capital shapes the future. Whether you're a founder, a sophisticated investor seeking new deal flow, or simply someone curious about the future of wealth and power, this episode offers a rare look inside the private networks steering tomorrow's economy. Key Topics Covered What private wealth ecosystems are — and why they're exploding now How private investors are replacing venture capital in business acquisitions The future of ownership: tokenization, fractional equity & borderless assets Why capital is moving into exclusive communities and private clubs How private wealth networks are becoming new centers of global influence  

Today's episode features Christopher E. Shockowitz, COO and lead Tax Strategist at DeferTax.com, a premier advisory firm helping high-income earners, business owners, and investors dramatically reduce, defer, or even eliminate federal taxes legally and sustainably. With more than a decade of experience and thousands of clients served, Chris shares powerful, lesser-known tax strategies designed specifically for individuals earning over $500K annually—strategies that put you back in control of your wealth instead of handing it over to the IRS. If you're a high-income professional, entrepreneur, or real estate investor looking to protect your capital and accelerate long-term wealth-building, this episode is a must-listen.     What You'll Learn Why most high-income earners dramatically overpay in taxes The difference between CPAs who calculate taxes vs. strategists who control them IRS-approved methods to reduce or eliminate federal tax liability How tax deferral multiplies wealth faster than traditional strategies Real-world case studies: business sales, real estate exits, capital gains events The myths and misconceptions that prevent people from using these strategies How to keep control of your funds while legally deferring taxes The first steps high earners should take today to lower their tax bill     About Today's Guest Christopher E. Shockowitz Chief Operating Officer & Lead Tax Strategist DeferTax.com Chris specializes in high-income tax mitigation, large-transaction tax strategies, wealth preservation, and advanced deferral structures. His custom frameworks have saved clients millions and transformed how entrepreneurs, executives, and investors build generational wealth.  

Guest: Gordon Brewer, MEd, LMFT Are you growing your business — or just getting busier? In this high-impact episode, entrepreneur and therapist Gordon Brewer reveals what it really takes to scale a company sustainably, profitably, and without burning out. We break down the core shifts that separate small businesses that stall from those that scale into 8-, 9-, and even 10-figure enterprises. Gordon shares actionable strategies for building systems, delegating effectively, shifting your mindset, to strengthen operations, and create long-term vision clarity. If you're an entrepreneur, founder, coach, or small business owner looking to scale smarter — not just faster — this episode delivers the mindset, operational tools, and financial discipline required to unlock next-level growth. Key Takeaways • How to build a scalable business vision Learn the signals that your business is ready to grow, how to set a clear strategic direction, and why scaling starts with clarity — not more hustle. • The essential systems every business needs to scale Discover the three core systems (operations, marketing, finance) that create freedom, consistency, and sustainable growth — plus Gordon's top mistake to avoid when growing a business.  • The mindset required to go from founder to CEO Understand the leadership habits, delegation strategies, and personal growth required to scale beyond yourself and build a team that takes ownership. • How to scale profitably, not just generate more revenue Gordon explains the financial metrics that matter and the biggest money mistakes entrepreneurs make when growing too fast. • Gordon's top 3 pieces of advice to scale your company today Learn the do's and don'ts from someone who has owned and scaled three successful businesses himself

In this powerful episode of Wealth Unfiltered, host Samantha Parrinello sits down with Alex Gill, Viking Capital's first-ever President, to explore his 25-year journey through the highs and lows of real estate development and multifamily investing. From building the Indiana Jones ride at Disneyland to leading over $1.5 billion in multifamily projects, Alex shares lessons learned across multiple market cycles — from the Savings & Loan crisis to today's post-2024 real estate reset. Together, they discuss how institutional discipline and entrepreneurial grit shaped his career, why 2025–2026 may be the best buying window since the Great Financial Crisis, and how Viking Capital plans to bring institutional-level reporting, transparency, and opportunity to its investors. Alex also gives practical advice for new investors, breaking down how to evaluate market fundamentals, structure deals, and think long-term in uncertain times. Whether you're an investor looking for insight into market dynamics or a professional curious about the mindset behind billion-dollar portfolios, this episode delivers real perspective, actionable wisdom, and inspiration from one of the industry's most seasoned leaders. Key Takeaways Patience Pays in Development Alex explains why successful development requires patience and precision — with some projects taking years from land acquisition to exit, but offering exceptional long-term rewards when timed right  The Market is Ripe for Opportunity With cap rates compressing and price discovery underway, 2025–2026 may mark one of the strongest entry points for multifamily investors since the Great Financial Crisis  Institutional Reporting Meets Retail Access Alex's goal for Viking Capital is to blend institutional-quality financial oversight with retail investor transparency, enhancing confidence and engagement for every investor  Focus on Fundamentals — Not Headlines Market noise comes and goes. Alex emphasizes focusing on job growth, population trends, and location quality — the fundamentals that drive sustainable performance  The Power of Relationships and Reputation Two decades of broker, lender, and partner relationships fuel Viking's deal flow, creating off-market opportunities that strengthen its investment pipeline

In this episode of Wealth Unfiltered, host Samantha Parrinello sits down with Jackie Ware of Pegasus Residential to uncover one of the most overlooked drivers of multifamily profitability: tenant satisfaction. What if your biggest opportunity to grow NOI and asset value isn't in raising rents — but in creating happier residents? Jackie shares how tenant experience directly impacts returns, why many owners still underestimate the business case for satisfaction, and the simple systems that can turn every building into a thriving, high-retention community. Drawing from her deep experience across both the tenant relations and investor strategy sides, Jackie breaks down actionable ways to reduce turnover, streamline operations, and uncover hidden profits hiding in plain sight. Whether you're a seasoned operator, passive investor, or self-managing owner, this episode delivers practical insights that help you improve performance — without adding major expenses. You'll learn how to turn tenant happiness into financial performance, build stronger communities, and position your properties for long-term success in a changing multifamily landscape.   Key Takeaways: Tenant satisfaction = profitability. Happier tenants reduce turnover, stabilize income, and protect your returns. Quick wins drive big results. Small improvements in responsiveness, communication, and community engagement lead to measurable NOI growth. Don't leave money on the table. Operational inefficiencies often hide profit potential that's unlocked by focusing on the tenant experience. Self-managing owners can compete. Smart systems, consistent follow-up, and a people-first mindset help smaller operators thrive. The future is experience-driven. Modern renters expect value, flexibility, and connection — not just a place to live.

In this power-packed episode of Wealth Unfiltered, host Samantha Parrinello sits down with business strategist and coach Chad Ackerman to uncover the critical metrics that can make or break your company. Chad shares insider strategies for tracking the right KPIs, avoiding common business pitfalls, and building a thriving company culture that drives results. Discover the exact framework successful entrepreneurs use to scale sustainably while avoiding burnout. Whether you're a solopreneur struggling with growth or a business owner looking to optimize operations, this episode delivers actionable insights on financial management, hiring strategies, and the power of focusing on your strengths. Learn why most entrepreneurs track the wrong metrics, how to identify red flags before they become disasters, and the surprising truth about revenue as a vanity metric. Chad's practical approach to goal-setting and accountability will transform how you think about business growth and create lasting success. Key Takeaways: • Focus on Strengths, Not Weaknesses: Hire people who excel in areas where you struggle rather than trying to improve your weak points - it's more energy-efficient and profitable • Revenue is a Vanity Metric: Don't get caught up in top-line revenue numbers; dig deeper into profitability, cost of goods sold, and specific industry metrics that actually drive growth • Goals Must Be Measurable and Time-Bound: Vague goals like "grow my business" are useless - create specific, actionable KPIs with clear deadlines to drive real results • Culture Drives Performance: Engaged employees directly impact safety, productivity, and bottom-line results - invest in building ownership mentality within your team • Start with Goal-Setting: Before tracking any metrics, spend serious time defining what you actually want to achieve - this prevents chasing shiny objects and wasted investments • Hire for Engagement: Personnel issues are the #1 problem most business owners face - focus on finding engaged people who complement your skill set rather than duplicating it

In this episode of Wealth Unfiltered, hosts Samantha and Chris Parrinello tackle a timely question: What happens when headlines drive markets more than fundamentals? From the Fed's latest rate cut to talk of tariffs, AI disruption, and even viral reactions to major news events, they unpack how emotion, fear, and FOMO can send stocks and investors on a rollercoaster ride. Chris explains why savvy investors who stick to fundamentals, and think long-term, often come out ahead when the noise fades. You'll also hear insights from recent CEO roundtables on AI in real estate, how investors can navigate volatility without panic, and why conviction and strategy matter more than the day's news cycle. Key topics: How fear and greed shape investor behavior The hidden power of headlines vs. market fundamentals Lessons from tariffs, Fed cuts, and the AI gold rush Building a portfolio with guardrails: cash flow, growth, and tax mitigation Why stability — not low rates — is what investors should really want 🎧 Headlines may spark the movement, but fundamentals sustain the momentum.

On this episode of Wealth Unfiltered, Chris and Samantha sit down with Travis Smith, CEO & Founder of TribeVest, to talk about the five things he wishes he knew before aggregating capital to invest in real estate deals. Travis shares how pooling money with his brothers led to the idea for TribeVest, the challenges of raising capital as a group, and why "Super LPs" are changing access to private markets. He breaks down how TribeVest removes friction with transparency, compliance, and technology—while making community-driven investing more accessible than ever. If you've ever considered raising capital with others, starting a fund, or joining forces to unlock bigger deals, this episode is your roadmap.

On this episode of Wealth Unfiltered, we sit down with Kristin Burton—PA, entrepreneur, mom, and the powerhouse behind Millionaires in Medicine. Kristin's journey is one of transformation: from graduating with over $150,000 in student loan debt to building a net worth of over $1 million by age 31. She shares the pivotal mindset shifts that fueled her financial independence, the common money mistakes she sees medical professionals make, and the strategies she used to pay down debt, invest with confidence, and diversify her income streams. We also dive into why financial education is missing from medical training, how Kristin is filling that gap through her teaching and mentorship, and the real success stories emerging from her community. Plus, she opens up about balancing wealth-building with the realities of burnout, family, and the demanding world of medicine. Whether you're a med student just starting out, a physician looking to gain control of your finances, or simply someone who wants to learn how to build wealth with intentionality—this episode delivers practical steps, fresh perspective, and a dose of inspiration.

On this episode of Wealth Unfiltered, Samantha Parrinello sits down with Dana Cornell, CEO of Cornell Capital Holdings, to unpack his bold philosophy: "Run your finances like the business they are." Dana shares why traditional one-size-fits-all advice often leaves investors exposed—and how high-income professionals can instead prioritize cash flow, tax efficiency, risk management, and legacy-building to create lasting wealth. From turning speculation into reliable income streams, to uncovering hidden tax inefficiencies, to preparing for liquidity events and generational planning, Dana walks us through the elite strategies that give investors true financial control. If you've ever felt like your wealth plan is too generic or reactive, this conversation will challenge you to break the mold and start managing your money with the discipline and precision of a thriving business.

Most retail investors think they're playing the same game as the ultra-wealthy — but they're not. Family offices, which manage billions in generational wealth, invest with a mindset and playbook that the average investor rarely sees. In this episode of Wealth Unfiltered, host Samantha Parrinello sits down with Bob Fraser of Aspen Funds to pull back the curtain on how family offices actually approach wealth building. From sourcing institutional-quality deals to balancing income with growth, Bob explains the strategies family offices rely on — and why retail investors often miss the mark. You'll hear insights on: Why family offices prioritize private credit and cash-flowing real estate over public markets How institutional due diligence and risk management differ from retail investing The real tradeoffs behind liquidity — and why patience often wins The biggest mistakes retail investors make when trying to grow wealth How Aspen Funds gives everyday investors access to strategies once reserved for the ultra-rich Whether you're building your first passive income portfolio or managing millions, this conversation will challenge how you think about wealth, risk, and opportunity. 🎧 Tune in and learn how to start thinking — and investing — like a family office.

Summer 2025 has brought no shortage of headlines—falling inflation, interest rate debates, and surprising shifts in multifamily real estate. But what's real opportunity and what's just noise? In this episode of Wealth Unfiltered, Chris Parrinello, VP of Investor Relations at Viking Capital, joins us to cut through the hype and break down what today's market means for investors. From inflation and Fed policy to national occupancy levels and creative investment structures, we unpack where smart capital is moving now—and what's ahead for Fall 2025. 👉 Here's what you'll learn: How inflation trends and Fed policy are shaping investor psychology. Why multifamily occupancy is holding steady despite supply spikes. The markets (Atlanta, Texas, Florida) showing signs of rent growth recovery. Innovations in fund structures like GP funds and preferred equity—and how investors are responding. Key indicators to watch over the next 90 days, from M&A activity to Sun Belt migration. Whether you're a seasoned investor or just exploring passive wealth strategies, this episode gives you the unfiltered insights you need to navigate today's market with clarity and confidence.

In this special Wealth Unfiltered episode, we pull back the curtain on a decade of grit, growth, and game-changing partnerships. 🎙️ You'll hear how Viking Capital went from a bold idea to acquiring over $1 billion in assets, the turning points that shaped the firm, and how strategic partnerships—like our Fund of Funds program—are driving the next wave of scale. 💡 Lessons from the trenches 🏛️ Culture that scaled with purpose 🤝 A billion built on execution, trust, and vision This isn't just a look back—it's a roadmap forward. Tune in and discover what's next for Viking.

On this episode of Wealth Unfiltered: "Halfway Through 2025 – What the Post-Election Economy Means for Real Estate" We're six months into a post-election year—and it's already been a rollercoaster. From renewed tariff tensions to a stalled Fed, shifting policies, and mixed consumer signals, the economic landscape is anything but stable. On this episode of Wealth Unfiltered, Chris Parrinello returns to help us make sense of what 2025 has revealed so far—and what smart investors should be watching heading into the second half of the year. We dig into: How the new administration's early moves are shaping markets and investor behavior The impact of tariffs on construction costs, inflation, and multifamily margins Where cap rates, migration trends, and interest rates are heading next How to think long-term in uncertain times—and position ahead of the next cycle If you're looking to cut through the noise and find signal in the volatility, this one's for you.

In this episode of Wealth Unfiltered, we sit down with Kyle McGee, Founder and CEO of Sunchase Companies—a Gulf Coast real estate firm that's been quietly but powerfully scaling since 2017. From humble beginnings to becoming a full-service developer and operator of multifamily communities, Kyle shares the origin story behind Sunchase and the vision that drives it today. We explore the strategic decisions that fueled the company's growth, the reasons multifamily investing is central to Kyle's long-term playbook, and the hardest lessons he's learned as a CEO. He also opens up about launching The Legacy Builders Podcast, what separates legacy-minded entrepreneurs from the rest, and what advice he has for aspiring developers looking to follow in his footsteps. Whether you're a first-time investor or building your own firm, this conversation is packed with timeless lessons on leadership, resilience, and long-term vision.

In this engaging episode of Wealth Unfiltered, we dive into the world of finance in medicine with Kristin Burton – a critical care PA, educator, and entrepreneur who transformed her finances dramatically. Kristin started her medical career carrying over $160K in student debt and, through savvy money management and mindset shifts, became a self-made millionaire by age 31. She shares how she did it: from the hard hustle of paying off massive student loans in record time to learning the ropes of investing and building lasting wealth. This conversation unveils Kristin's journey and the creation of Millionaires in Medicine, her platform dedicated to helping medical professionals master their money.

In this episode of Wealth Unfiltered, we break down why saving money is no longer enough—and why investing is the true engine for building wealth. Designed for young professionals, side hustlers, entrepreneurs, and anyone tired of slow savings, this episode explores the real cost of keeping your money idle and how inflation quietly erodes your financial progress. We compare saving vs. investing, explain compound growth in plain terms, and bust the myth that you need to be rich to get started. You'll learn beginner-friendly strategies like index funds, dollar-cost averaging, and even passive real estate options like REITs and syndications. Plus, we tackle the most common fears that hold people back—so you can shift from a saver mindset to an investor mindset and start building real, lasting wealth.

Ready to stop chasing net worth and start living off your investments? In this episode of Wealth Unfiltered, we break down why cash flow is the true key to financial freedom. Learn how multifamily real estate creates consistent passive income, how syndications deliver monthly distributions, and why cash flow offers more stability and flexibility than appreciation ever could. Whether you're a new investor or looking to retire early, discover why—when it comes to building lasting wealth—cash flow is king.

In this episode of Wealth Unfiltered, Chris and Samantha Parrinello sit down with George Otel, the founder of US Business Funding, known in the industry as "The Finance Guy." George shares his journey from a financial expert to a trusted name in business funding. He opens up about the gap he saw in the market that led him to launch US Business Funding and how his approach is different from traditional banks and lenders. Discover how access to capital can be a game-changer for businesses and hear inspiring success stories of clients who have scaled with George's help. From navigating today's high-interest environment to making smart financing decisions, George offers valuable insights for business owners looking to scale strategically. Whether you're a business owner considering your financing options or just curious about the world of funding, this episode is packed with tips and strategies you won't want to miss. Plus, stay tuned for some quick-fire questions where George reveals his must-read book for entrepreneurs and the biggest myth about business funding. Tune in for actionable advice that will help your business thrive in 2025 and beyond.

In this eye-opening episode of Wealth Unfiltered, Chris and Samantha peel back the layers of modern media to uncover why so many Americans—and people across the world—are losing faith in the news. From Gallup polls to global studies, the numbers don't lie: trust in mainstream media is at an all-time low. But what's driving the decline? Is it political bias, corporate agendas, social media echo chambers—or something deeper? Tune in as we explore: The shift from fact-based reporting to opinion-driven content How the ad-driven business model incentivizes sensationalism The role of social media in shaping (and distorting) public opinion How to actually fact-check your news and spot misinformation If you've ever felt overwhelmed by conflicting headlines or unsure which sources to trust, this episode is your guide to cutting through the noise. 🔑 Key Takeaways: Trust Has Plummeted: Once trusted by over 70% of Americans, mainstream media now struggles to earn the confidence of even half the country—with Republicans and Independents being the most skeptical. It's a Business, Not a Public Service: Ad revenue, corporate ownership, and political leanings all influence what stories are told—and how. Social Media = Double-Edged Sword: While platforms offer alternative voices, they also fuel misinformation and echo chambers. Sensationalism Over Substance: Outlets increasingly prioritize attention-grabbing headlines over objective reporting to survive the 24/7 news cycle. Media Literacy Is Essential: Knowing how to vet sources, check facts, and spot emotional manipulation is the key to navigating today's fractured information landscape. Solutions Exist: Greater transparency, accountability, and critical thinking can help rebuild public trust—but it starts with consumers demanding better.

Whether you're just starting your financial journey or thinking about the legacy you'll leave behind, this episode breaks down how to build an investment and estate plan that grows with you. Estate planning attorney and wealth strategist Erica Johnson, Esq. joins us to walk through the financial and legal moves you should be making—decade by decade. From tackling student debt and naming a guardian, to establishing trusts and minimizing estate taxes, Erica explains what it means to plan with purpose at every stage of life. We cover the most common mistakes investors make, the must-have legal documents you might be overlooking, and why estate planning isn't just for the wealthy—it's for anyone who wants to protect what they're building.

In this episode of Wealth Unfiltered, we're diving deep into the world of credit card points and luxury travel with Dr. Devon Gimbel, founder of Point Me to First Class. A retired physician who made a bold pivot from the medical field to mastering the art of travel hacking, Devon now teaches others how to turn everyday spending into unforgettable, first-class experiences. Devon shares how she got started in the world of points and miles, what sparked her obsession, and how she's used strategic credit card use to fly business class, stay in top-tier hotels, and even support her daily lifestyle—all without paying full price. Her story is both inspiring and practical, showing that with the right strategy, anyone can elevate their lifestyle through smarter spending. Whether you're a total beginner or already playing the points game, this conversation is packed with insights, hacks, and real talk about what works, what doesn't, and how to avoid common pitfalls. We also get into how to build a points strategy tailored to your personal goals, how to pick the right cards, and what to watch out for as the industry evolves.   Key takeaways: Devon's journey: From physician to points powerhouse and the founding of Point Me to First Class Credit card points 101: How points systems work and how to start earning them strategically Avoiding rookie mistakes: The biggest missteps people make with credit cards and points Picking the right cards: What to consider before applying and how to align cards with your goals Maximizing rewards: How to earn points faster through bonus categories and smart spending Booking with brilliance: Hidden gems and insider tips for using points to book luxury travel Beyond flights: Using points for everyday things like dining, shopping, and personal upgrades Building a points-based lifestyle: Advice for those looking to travel often or full-time on rewards Devon's go-to card: The one credit card she recommends for anyone just starting out Life lessons: How the points game has changed her approach to money, freedom, and travel Whether you're dreaming of your first business class flight or looking to maximize your everyday spending, this episode is your guide to getting more value—and more adventure—out of every dollar. 🎧 Listen now. Your journey to luxury for less starts here.

We're cutting through the noise today to have an honest, unfiltered conversation about what it really takes to build wealth. Forget the Instagram highlight reels and the hustle culture clichés—this episode is about the actual mindset, habits, routines, and resilience it takes to go from zero to financial freedom. We're diving deep into the psychology of wealth: what separates millionaires from the average person, how they think differently about risk, failure, and fear, and the daily disciplines that create long-term success. We're asking big questions like: What mindset shifts are non-negotiable if you want to build serious wealth? How do successful people overcome limiting beliefs around money, success, and self-worth? What do high-net-worth individuals actually do every day that the rest of the world misses? And when life punches them in the face—how do they bounce back stronger? We'll also dig into practical wealth-building strategies: the biggest mistakes most people make, underrated habits that generate real results, and how personal development is the often overlooked fuel behind lasting financial success. If you're tired of surface-level tips and you're ready for a raw, real talk on wealth—this episode is for you. This is Wealth Unfiltered. No fluff. No filters. Just the truth about what it really takes to win the money game.

Has the real estate reset officially begun, or is the market still navigating uncertainty? Just days ago, the Best Ever Conference hosted a heated debate featuring some of the brightest minds in the industry, tackling one of the most pressing economic questions: Has the U.S. achieved a soft landing, and is a new real estate cycle emerging? In this episode, Samantha & Chris break down the key arguments from both sides of the debate, exploring the Fed's role in interest rate policy, inflation trends, and whether distressed asset sales are still a looming risk. Plus, they analyze the latest economic signals, including the impact of Trump's new tariffs and takeaways from the recent Presidential congressional address. If you're an investor looking for clarity in today's evolving market, this episode is packed with expert insights and forward-looking predictions to help you make informed decisions.  Tune in now to hear the inside scoop on where the real estate market is headed!   5 Key Takeaways: Soft Landing or Storm Ahead? – Economists are divided on whether the Fed's rate strategy has successfully navigated the economy into a soft landing or if more turbulence is on the horizon. Real Estate Cycle Shift? – Investors and analysts weigh in on whether we're in the early stages of a market rebound or if high debt costs will continue to suppress transactions. Interest Rate Outlook – Inflation remains a key driver of investor sentiment, and the latest signals from the Fed could determine the trajectory of capital markets in 2024. Tariffs & Market Impact – Trump's new tariffs are shaking up supply chains and construction costs, adding another layer of complexity to real estate pricing and development. Election-Year Volatility – With policy shifts and political uncertainty at play, investors must prepare for potential market swings and strategic opportunities ahead.

In this episode, Samantha & Chris Parrinello break down the 5 timeless investment priciples billionaires use to grow and protect their fortunes. Whether you're an experienced investor or just getting started, these insights will help you think, invest, and build wealth like the ultra-rich.  5 Investment Priciples of the Ultra Wealthy: 1) The Power of Long-Term Thinking 2) Diversification with a Purpose 3) Owning vs. Renting Wealth 4) Leveraging Other People's Money 5) Crisis Investing: Buying When Others Are Afraid Key Takeaways:  1️⃣ Think Long-Term Like Buffett – Billionaires like Warren Buffet, focus on decades of compounding growth, not quick wins.  2️⃣ Strategic Diversification Wins – Avoid reckless diversification and instead build a well-balanced portfolio.  3️⃣ Own Cash-Generating Assets – Billionaires prioritize ownership over renting wealth by investing in businesses, real estate, and intellectual property.  4️⃣ Use Other People's Money (OPM) to Scale – Smart investors leverage debt to build wealth, as seen with Carl Icahn, Warren Buffett, and Ken McElroy, who use strategic financing to acquire and grow assets. 5️⃣ Buy When Others Are Afraid – Crisis investing is a billionaire's secret weapon. During economic downturns, they see opportunity, not panic—Warren Buffett made some of his biggest investments during market crashes. 6️⃣ Leverage the Power of Compounding – Equity ownership allows wealth to multiply exponentially over time.  7️⃣ Use Tax-Efficient Wealth Strategies – Billionaires optimize for capital gains and passive income over salaries, benefiting from lower tax rates on stock appreciation and real estate investments. 8️⃣ Master Timing & Market Cycles – Billionaire investors pay attention to economic cycles and adjust their strategies accordingly.  9️⃣ Smart Debt vs. Bad Debt – Understanding good vs. bad debt is critical. Billionaires use debt as a growth tool, acquiring high-value assets that generate income, rather than liabilities that drain wealth. 🔟 Action Beats Theory – The key to building lasting wealth is taking action. Apply these billionaire strategies—invest long-term, buy during downturns, leverage good debt, and master market cycles—to grow your own financial future.    

With market volatility, shifting job data, and looming recession fears, how should investors navigate today's uncertain economic landscape? In this episode, we break down the critical factors influencing wealth and investment decisions right now. 🔍 Are the Jobs Reports Telling the Whole Story? We uncover the hidden truths behind unemployment data and what they mean for the economy. 💰 Trump's Pending Tariffs – What's the Real Impact? Explore how new tariffs could shake up industries, inflation, and consumer prices. 📉 Recession: Coming or Already Here? Learn key indicators, historical insights, and strategies for protecting your portfolio. 📊 The Must-Watch Economic Data Points From CPI and PPI to the Fed's rate decisions, we explain which metrics matter most for investors. 📈 The 10-Year Treasury & Inflation Expectations Discover how bond market trends signal future rate moves and economic shifts. 🔥 CPI is Overheated – Now What? Understand inflation's impact and smart strategies to hedge against rising prices. 🏡 Real Estate in Today's Market Should you buy, sell, or hold? We analyze how interest rates are reshaping the real estate landscape. 💡 Smart Moves to Protect & Grow Your Wealth From diversification to passive investing in multifamily real estate, we lay out actionable strategies to secure your financial future. Tune in to get expert insights and practical advice to navigate economic uncertainty with confidence. Don't miss this deep dive into wealth protection and smart investing!

Welcome to Wealth Unfiltered! In this must-listen episode, Don shares his inspiring journey in real estate—from his early beginnings to partnering with RE Mentor and co-launching Next Level Underwriting. Discover how his passion for real estate led him to develop innovative solutions that solve common challenges for investors. In this episode, you'll learn: Don's Background: How he built his career in real estate and the inspiration behind Next Level Underwriting. Investment Strategies: Proven methods for identifying high-performing opportunities, scaling portfolios, and answering common questions for active real estate investors. Transitioning to Passive Real Estate: Strategies to help busy investors move from hands-on management to passive income streams. Working with Viking: Insights into portfolio diversification, risk management across market climates, and an explanation of the FOF model in capital raising. Whether you're new to real estate investing or looking to refine your strategies, Don's expert advice on coaching, mentorship, and sustainable business growth is packed with actionable tips to elevate your investment game. Tune in now to Wealth Unfiltered and discover how to build a thriving real estate portfolio with the right mentorship and strategies for success!

Building the Right Investor Relations Team: Insights and Strategies for Success In this in-depth discussion, we explore the essential elements of building and scaling a successful Investor Relations (IR) team. From identifying the key qualities needed for high-performing teams to the best strategies for structuring and scaling capital raising efforts, we dive deep into what it takes to succeed in investor relations. Building the Right Team Discover the critical attributes you should look for when assembling an investor relations team. Learn how to structure your capital raising team for optimal performance and results. Explore the ongoing debate: Should you prioritize hiring seasoned industry veterans or train talent in-house? Uncover the strategies to find the perfect Head of IR for your firm. Scaling Investor Relations What are the best practices for scaling capital raising efforts efficiently and effectively? Learn how technology and automation can streamline operations for a growing IR team. Dive into the role data analytics plays in improving outreach and investor engagement. Engaging and Retaining Investors Explore strategies for building long-term, meaningful relationships with investors. Understand the common pitfalls firms face in communicating with investors and how to avoid them. Learn how to tailor investor outreach to connect with different investor segments more effectively. Fundraising Strategies & Market Trends Examine the changes in capital raising strategies over recent years. Understand how macroeconomic factors like interest rates and market cycles impact fundraising efforts. Get ahead of the curve by identifying trends shaping the future of investor relations in private equity and real estate. Final Insights If starting an IR team from scratch, what steps should you take first? What advice do experts have for firms struggling to scale their capital raising operations? How can smaller firms compete with larger institutions in attracting and retaining investors? This session is packed with actionable insights to help your IR team scale successfully, enhance investor engagement, and stay ahead in a competitive market.

In this powerhouse episode of Wealth Unfiltered, we're cutting through the noise to bring you expert real estate insights that matter. Samantha and Chris Parrinello sit down with Spencer Levy, a top strategist at CBRE, to break down the latest economic trends shaping the real estate market in 2025. 🔹 Market Outlook & Economic Trends – How will inflation, interest rates, and global economic shifts impact real estate investments? 🔹 Winning Investment Strategies – Which asset classes thrive in uncertainty, and how can investors time the market effectively? 🔹 Multifamily Insights – Why is multifamily real estate considered recession-resistant, and which emerging markets hold the most potential? 🔹 Risk & Mitigation – What are the biggest threats investors face today, and how can they stay ahead of rising costs and supply chain disruptions? 🔹 Actionable Takeaways – The #1 mistake investors make during economic shifts—and how you can avoid it. If you're looking to make smarter investment decisions in a shifting market, this episode is packed with the insights you need. Don't miss it! 🎧 Listen now on your favorite podcast platform.

In this episode, we're joined by tax strategy expert Brandon Hall, who shares his invaluable insights into how high-income earners and investors can optimize their tax strategies for wealth building. Brandon discusses the most common tax mistakes investors make, along with actionable tips on how real estate investors can leverage tools like bonus depreciation and cost segregation to maximize their returns. We dive deep into advanced tax strategies for accredited investors, covering everything from tax-saving techniques for business owners and high-net-worth individuals to navigating the complexities of UBIT (Unrelated Business Income Tax). Brandon also explores how successful investors transition from active to passive portfolios, maximizing tax arbitrage opportunities along the way. Whether you're a real estate investor, business owner, or simply looking to level up your financial strategy, this episode is packed with expert advice you won't want to miss. Tune in for a masterclass on how to strategically reduce your tax liability and accelerate your wealth!

In this episode of Wealth Unfiltered we dive deep into the macro and micro trends shaping the multifamily investment landscape in 2025. Join us as we explore how key economic factors—such as interest rates, inflation, and GDP growth—are influencing multifamily opportunities, and how recent rate cuts will impact investor sentiment and financing. We'll also examine the shortage of multifamily starts over the past few years and what it means for the next five years in real estate. Demographic shifts, such as urban migration and generational preferences, are driving demand for multifamily housing in certain regions. We'll identify which cities are poised for growth and how these shifts could shape the sector in the near future. We'll also explore the global impact of international capital flowing into U.S. real estate and its influence on the multifamily sector. When it comes to investment strategies, we'll break down the debate between value-add opportunities versus new developments. With factors like cap rate compression and rent growth forecasts at play, you'll gain valuable insights on how to optimize returns. Sustainability and ESG initiatives are also becoming increasingly important in multifamily investments—find out how these trends are affecting ROI. We also cover the risks facing multifamily investors in 2025, including economic volatility and regulatory changes, and explore how technology is transforming property management and enhancing tenant experiences through PropTech innovations. Tune in for expert insights and actionable strategies to navigate the multifamily investment space in 2025, and hear the one piece of advice that could shape your investment strategy this year.

  Why Multifamily? Podcast: Unpacking the Secrets of Multifamily Investments with Samantha, Chris, and Expert Michael Holman Join host Samantha alongside resident guest Chris and multifamily expert Michael Holman as they delve into why multifamily developments consistently shine as a top-tier investment in today's dynamic market. Why Multifamily? Michael breaks down why multifamily properties are often seen as recession-resistant, maintaining strong demand even during economic downturns. Discover how these developments offer unmatched stability and scalability, with real-world examples from Michael illustrating the power of multifamily investments. Key Advantages of Multifamily Developments Explore the unique benefits of multifamily properties, including how they stack up against other asset classes like acquisitions. Michael explains why new developments often deliver better ROI and what trends—like population growth and migration patterns—are driving their success, particularly in Sunbelt markets. Market Trends and Performance Get insider insights from Michael on current market trends, supply and demand challenges, and how these factors impact investor returns. Learn why Sunbelt regions are hotspots for multifamily development and what makes these areas so attractive to savvy investors. Strategies for Maximizing ROI Michael shares crucial ROI metrics every investor should watch and reveals powerful value-add strategies that significantly boost returns. Plus, dive into the rising trend of Build-to-Rent (BTR) communities and how they can elevate your investment strategy. Challenges and Risk Mitigation Uncover the common risks in multifamily investments and how to mitigate them. From rising interest rates to inflation, learn the strategies investors can adopt to protect their returns in changing economic climates. Tax and Financial Benefits Maximize your financial gains with insights on tax advantages like depreciation and cost segregation. Michael also breaks down how 1031 exchanges can help you defer taxes and reinvest gains into higher-performing properties. Investor Insights and Takeaways Michael wraps up with advice on avoiding common investor pitfalls and highlights why multifamily developments should be a cornerstone of any investment portfolio. Call to Action Want to dive deeper into Viking Capital's latest multifamily development opportunity? Don't miss our free webinar with Chris and Michael on January 8th—your gateway to unlocking the full potential of multifamily investments. Tune in and elevate your wealth-building journey with the Why Multifamily? Podcast!

In this episode of Wealth Unfiltered, we dive into the Entrepreneurial Operating System (EOS)—a proven framework that helps businesses scale intentionally. Discover how EOS simplifies growth by focusing on six key components: vision, people, data, issues, process, and traction. Learn why accountability, clarity, and discipline are essential for success, and hear insights from Viking Capital on using EOS to transform their operations. Whether you're an entrepreneur or investor, this episode offers actionable tips to align your team, streamline processes, and achieve your goals.

Top 10 Investment Mistakes & How to Avoid Them | Wealth Unfiltered by Viking Capital Avoid the top 10 common investment mistakes that could sabotage your financial success! In this episode of Wealth Unfiltered, hosts Chris and Samantha Parrinello break down the biggest investing blunders, including lack of a solid plan, poor diversification, and ignoring tax implications. Tune in for expert advice on how to refine your investment strategy, balance your portfolio, and create a clear exit plan to ensure long-term financial growth. Key Takeaways from This Episode: Develop a Clear Investment Plan: Learn why setting clear goals and a structured approach is crucial for success. Importance of Diversification: Understand why diversifying your investments is essential to managing risk and maximizing returns. Avoid Timing the Market: Discover why trying to time the market is a risky strategy and how consistency beats short-term gains. Risk Tolerance Matters: Learn how to assess and match your investments with your risk tolerance for better long-term stability. Chasing Performance Can Backfire: Find out why chasing after the latest hot investment trends can lead to costly mistakes. Tax Implications: Understand how ignoring tax strategies can reduce your returns and how to incorporate taxes into your investing decisions. Rebalance Your Portfolio: Get tips on how and why regularly rebalancing your portfolio can keep you on track for your financial goals. Create a Solid Exit Strategy: Learn why having a clear exit plan is essential for successful investing and how to decide when to sell, refinance, or hold. Whether you're just starting out or a seasoned investor, this episode will provide you with valuable insights to avoid costly mistakes and sharpen your financial strategy. Tune in and learn how to build wealth, create passive income, and succeed in multifamily syndication. 🔔 Don't forget to like, comment, and subscribe for more expert investment tips and wealth-building advice from Viking Capital.

Exploring Retail Trends and Consumer Spending: Wealth Unfiltered Podcast with Samantha & Chris Parrinello In this episode of the Wealth Unfiltered Podcast, hosts Samantha Parrinello and Chris Parrinello dive into the fascinating world of retail and consumer behavior. From the historic shopping frenzy of Black Friday to the future of online shopping, discover the trends shaping how we spend. Gain insights into the psychology behind why we buy what we buy and how inflation is impacting our wallets. Whether you're a seasoned investor looking to understand market dynamics or a savvy shopper seeking smarter financial decisions, this episode offers practical tips and strategies. Join us as we unravel the mysteries of consumer spending and explore the evolving retail landscape. Don't miss this engaging conversation!

Welcome to our latest episode of Wealth Unfiltered Podcast by Viking Capital In this episode of Wealth Unfiltered, hosts Chris Parrinello and Samantha Parrinello of Viking Capital break down the 2024 Presidential Elections, their economic impact, and how they influence the real estate market, particularly multifamily investments and cap rates. With the election behind us, Chris and Samantha provide their insights on the current market outlook, how Fed rate cuts could affect both interest rates and borrowing costs, and the broader implications of economic shifts. They discuss how these events are shaping the real estate market and investment psychology, touching on the fear vs greed dynamic that is influencing investor decisions in today's climate. This episode is a must-listen for anyone looking to understand how the political landscape, economic decisions, and real estate market trends will play out in 2024 and beyond. Highlights of this episode: Market Predictions for 2024: What to expect as we head into the new year Fear vs. Greed: How human psychology impacts financial decisions The Impact of Federal Funds Rate: Understanding its effect on real estate investments Market Behavior: Analyzing the post-election market and its outlook Presidential Transition: How the new administration could shape the economy and your investments Safe Investments: Structuring your portfolio for long-term stability Adjusting for Risk: Smart strategies for navigating market volatility

Welcome to the Wealth Unfiltered Podcast, hosted by Samantha Parrinello and Chris Parrinello. In this episode, we break down the key strategies for building a successful investment portfolio. We explore the debate between active and passive investing, common mistakes beginners make, and the importance of diversification and asset allocation. Chris shares his first lesson in investing, and we discuss the significance of understanding risk tolerance and why financial advisors can be essential. Discover how ETFs work, what makes accredited investors unique, and the factors that have driven a surge in accredited investors since 1983. We also take a look at current market trends, explaining bullish vs. bearish sentiments, the impact of inflation and interest rates, and why 2024 rate cuts could be a game changer. Plus, we dive into optimal diversification strategies, celebrity portfolios, and Viking Capital's success stories. Finally, we wrap up with practical advice on developing a resilient mindset to weather market downturns and make smarter financial decisions. Whether you're just starting your investment journey or looking to refine your portfolio, this episode is packed with actionable insights to help you succeed. 🔔 Don't forget to like, comment, and subscribe for more expert tips on investing and achieving financial freedom with Viking Capital.  

🎙️ Behind the Mic: Meet the Power Duo of Wealth Unfiltered Welcome to the debut episode of Wealth Unfiltered, where we peel back the curtain on investing, market trends, and achieving financial freedom. In this episode, meet Chris and Samantha, the powerhouse duo behind the mic, as they share their journey to launching this podcast and what's in store for the season ahead. From expert interviews and hot takes on market trends to insider tips and mistakes to avoid, this season promises to be your ultimate guide to strategic investing. Plus, don't miss this episode's heartfelt Q&A where Chris and Samantha reveal their motivations, career insights, and what it's really like to blend business and marriage. Tune in to get inspired, gain actionable tips, and join a community committed to building wealth without filters. 👉 Subscribe now and start your journey with us! https://vikingcapllc.com/podcast/

This dynamic duo is thrilled to unite their expertise on Wealth Unfiltered. Chris's in-depth investment knowledge, combined with Samantha's operational skills and growth-driven approach, creates a podcast focused on helping investors maximize their wealth potential. Each episode dives deep, offering high-level market insights, exclusive expert interviews, and actionable wealth-building strategies to empower your investment decisions. Join us November 27th for our first episode.