Category Archives: Podcast

David Disraeli started his career as a stockbroker in 1986 and has been an independent financial adviser since 1992. The Personal CFO Inc. was incorporated in 2003, prior to which he operated as Disraeli and Associates. He is also the president of the Austine chapter of The Society for Financial Awareness, a nonprofit speakers bureau.  […]

Ian Walsh is a skilled and experienced real estate professional with over 10 years of experience investing in PA and NJ. He is the Managing Partner at Hard Money Bankers PA. For Ian, lending is a passion, and making the loan work for its borrower excites him.  [00:01] – [08:30] Opening Segment Getting to Know […]

Rick Martin runs Fortress Federation, a multi-family company that focuses mainly in the Southeastern United States. He has been in Real Estate since 1997 and currently invested in over 1,300 units.  In addition to real estate, he has led a career in Entertainment and Commercial Advertising.  [00:01] – [08:15] Opening Segment Getting to Know Rick […]

Daniel Wood is an entrepreneur, property investor, coach, and Co-Founder of Momentum Property Education. He has over 10 years of experience in business and specializes in raising finance. Over the years he has co-founded 6 companies together with his wife Gisela. Daniel is also the CEO and Chairman of the Board of the Swedish Wealth […]

Liz Faircloth Co-Founded the DeRosa Group in 2005 with her husband Matt. Based in Trenton, NJ they are owners of commercial and residential property with a mission to transform lives through real estate. DeRosa controls $60M of commercial and residential assets throughout the east coast. Liz is also the co-founder of The Real Estate InvestHER […]

Dylan Borland serves as the CEO and Chairman of Borland Capital Partners, a private firm that focuses on wealth preservation and creating multi-generational wealth through investments in real estate. Since 2006, Dylan has completed over 2,700 real estate investment transactions and placed over $250M in real estate private equity. Over the years, Dylan has become […]

Dave Zook is a successful business owner, syndicator, and investment and tax strategist. He has acquired more than $200M of real estate since 2010, including several thousand multifamily units, multiple large institutional-grade self-storage facilities, and cleaner energy carbon distillation units that produce pharmaceutical-grade oils and liquids. His team is also one of the top 5 […]

Gene Trowbridge has been in the commercial and investment real estate business continuously since 1972 and in the legal profession since 1996. Awarded the CCIM designation in 1977, Gene continues to serve as a member of the CCIM faculty and achieved Senior Emeritus Instructor status, upon 40 years of teaching. In 2002, he was selected […]

Gino Barbaro is one of the Co-Founders of Jake and Gino, a multi-family real estate investment and education company. Gino is a father of six and a restaurant owner for 25 years. He is a graduate of IPEC and a Certified Professional Coach. Currently, he has invested in over 1,500 multi-family units and 100 million-dollar […]

Drew Wahlgren is the Director of Capital Markets at MAG Capital Partners, a Texas-based firm that is primarily focused on single-tenants, industrial assets, and triple-net leases. He works with busy, high-income professionals who want to live in commercial real estate for the high returns and tax advantages that have no time or experience to purchase […]