Episodes
CEO and Co-founder at LoanBase, a digital lending marketplace that provides real estate investors with the financing they need to grow their portfolios. Formerly CEO and founder of Wiser, an enterprise-focused e-commerce SaaS acquired by Quad Analytix in 2016. Previously Co-founder of Zent, a marketplace for equipment rentals. Graduate of the GSB Stanford Ignite program. Contributes and is featured at Venturebeat, Econsultancy, Retailwire, and Forbes. In this episode, we discuss: - Ari’s tech...
Published 07/18/22
Published 07/18/22
Listen to the insightful Lockbox episode w/ Matthew Sullivan about investing in single family homes equity even if you don’t own the home. Originally from the UK, Matt has been entrepreneur for past 30 years. His previous work in telecom, finance and tech have all come together in his company, Quantum RE. In this episode, we discuss: - US real estate market vs the world - Jobs ACT started the online solicitation investment fund movement - How to invest in someone else’s equity - Structure of...
Published 07/14/22
Jonathan Greene is the Team Leader of Streamlined Properties On-Market, brokered by eXp Realty, a multi-state team of professional, knowledgeable, and proficient real estate agents built to connect with clients who need agents to understand exactly what they are looking for.  In 2015, he was part of the Leading Edge Society due to his sales volume. In 2016 and 2021, Jonathan was honored with the NJ REALTORS® Circle of Excellence® award, recognizing demonstrated excellence in the field of...
Published 07/11/22
Rod Khleif is an entrepreneur, real estate investor, multiple business owner, author, mentor, and community philanthropist who is passionate about business, life, success, and giving back. As one of the country’s top real estate trainers, Rod has personally owned and managed over 2,000 properties. Rod is Host of the Top-Ranked iTunes Real Estate Podcast. Listen to the insightful Lockbox episode w/ Rod Khleif about the importance of habits, gratitude and action. In this episode, we discuss: -...
Published 07/07/22
Curtis Wood is Founder and CEO of Bee, which is making homeownership more affordable and accessible by mobilizing mortgages with blockchain. Prior to Bee, Curtis spent several years in the mortgage industry, working as a mortgage loan originator for organizations like EverBank and PHH Mortgage. He has been certified as a blockchain expert by Blockchain Council. Listen to the insightful Lockbox episode w/ Curtis Wood about blockchain mortgages and the future of loan origination. In this...
Published 07/04/22
Sam Sawyer has been licensed to sell real estate since he was 19 years old. Sawyer began his career while attending Southern Methodist University in Dallas, TX, where he helped friends find apartments and condos. Sawyer's marketing instincts lead him to be known around campus as "the guy who sells houses". Following graduation, Sawyer worked his way up to Senior VP at Briggs Freeman Sotheby's International Realty. Sawyer later left Sotheby's to help launch a brokerage called The...
Published 06/30/22
Listen to the insightful Lockbox episode w/ Blake Templeton about preparing yourself subconsciously for success. Blake Templeton is the President and CEO of Boron Capital and is responsible for the strategic direction of the company, capital markets activities, and overall performance of the underlying investments. He is a regular contributor and writer for Forbes as a member of their Business Council and is also a member of the Young Entrepreneurs Council. Blake has been featured as...
Published 06/27/22
Born in Texas, grown up in a rural town I dropped out of High School and joined the Marines. After 6 years in the military I separated from service honorably and entered Law Enforcement. Once in law enforcement I worked midnights in patrol while earning my undergrad. Starting off in the community college I earned a full academic scholarship to the prestigious Texas Christian University (TCU). I was offered several different new careers, however the night of my graduation my partner was killed...
Published 06/23/22
Paul is a senior transformation executive with 25 years of experience leading change in financial services while at Accenture, JPMorgan Chase and Ernst & Young. Paul leads the consumer practice at The Antares Company focused on growth-oriented transformation and sustainable business operations. Paul received an MBA from Southern Methodist University and Bachelors from Purdue University. In this episode, we discuss: - Trends arising in Pauls work - Fintech theories - How policy affects...
Published 06/20/22
Listen to the insightful Lockbox episode w/ Lane Kawaoka. Lane has been investing for over a decade and now controls 8,000+ units ($1B+ AUM). As owner of CrowdfundAloha.com, SimplePassiveCashflow.com, and ReiAloha.com, Lane is responsible for finding investment opportunities, analysis, and marketing. Mr. Kawaoka obtained a BS in Industrial Engineer and MS in Civil Engineering and Construction Management from the University of Washington. In addition to an analytical engineering background,...
Published 06/16/22
Listen to the insightful Lockbox episode w/ Jacob Vanderslice. Jacob is a Principal at VanWest Partners, a Denver-based real estate investment firm. VanWest has established a track record with over $195 million in assets. Jacob and his partners’ success is driven by a commitment to delivering an expertly-executed, adaptable strategy with an institutional investment approach. In this episode, we discuss: -       How his failures led to success -       His plan of attack each day -       Why...
Published 06/13/22
Listen to the insightful Lockbox episode w/ Ryan Doucet & Max Edson to hear how college teammates have grown their business. Ryan is a software engineer with a background in computer science and web application development. He is currently getting his masters at UT Austin in Computer Science with a focus in Artificial Intelligence. In his free time, Ryan loves to develop software and build computers. Max has been involved with real estate for the past four years and is a program manager...
Published 06/09/22
Zain Jaffer is an accomplished investor and entrepreneur. He started his first company at the age of 14 and later moved to the US as an immigrant to found Vungle, which was sold to Blackstone for $780M in all cash transaction in late 2019. In this episode, we discuss: ·      Selling a company for almost a BILLION dollars ·      The reasons for beginning a startup ·      How the company he sold, works ·      What Zain looks for in a company when investing ·      Zains vision of tech and real...
Published 06/06/22
Marcin started investing in real estate in 2006 and has since sourced nine figures in private capital that has helped acquire over 1,500 units across the US. On the tail end of the 2008 crash, Marcin and his team raised an 8-figure fund and invested in commercial properties in Arizona. Today, Marcin is the Managing Partner of M1 Real Capital where he and his team focus on acquiring value-add multifamily properties throughout the southeast. When he’s not on the lookout for opportunities,...
Published 06/02/22
Curt Frost is the CEO of WMG Development and its parent, Workman Management Group, LLC. Curt was raised in the small town of Louisville, Illinois by a dedicated and hardworking entrepreneurial family. He first developed his passion for innovation and leadership by watching his mother and father operate a grocery store and meat packing business. Curt obtained his bachelor’s degree in Mechanical Engineering from Southern Illinois University at Edwardsville and his MBA from Eastern Illinois...
Published 05/30/22
Athena Brownson is a Realtor and former professional skier. She is also the daughter of a real estate developer and an interior designer. Initially she was drawn to the interior design business, Athena found herself getting her real estate license and was able to take her passion for interior design and put it to work in a meaningful way. Her eye for aesthetics quickly gave her a leg up in her ability to get client’s homes sold and helped build her reputation. 4 years ago, while recovering...
Published 05/26/22
  I am a podcast host, Best Selling Author, and mortgage lending expert who has helped countless clients achieve their goals. I have spoken at conferences all around the world, and my work has been featured in top-tier publications. My passion is helping Mortgage Loan Officers, Realtors, and Entrepreneurs grow their businesses while maintaining the lifestyle they’ve always dreamed of! In our conversation, we discuss: Why Clarity and being intentional are the keys to success Why demographics...
Published 05/23/22
Nikki Field, Senior Global Real Estate Advisor and Associate Broker at Sotheby's International Realty, has been a dynamic presence in New York since 1998. Ms. Field pioneered the Team Sales model in Manhattan by founding the eponymous “The Field Team”. The 22 member Team has transacted over $3.5 billion in sales and annually ranks as the #1 Sales Team at Sotheby’s International Realty. Since 2008, she has exceled as a Global Portfolio Advisor for international investors, securing and managing...
Published 05/19/22
My Real Estate journey began in 1996 with the purchase of my first Investment Property. I grew up in NJ, raised by a Family full of Investors. I found my passion Buying, Renovating and Flipping Property at the age of 21. Before becoming a Realtor I worked as a Customer Service Rep for a major communications company and from my interactions with those customers I gained valuable insight at Customer Service and those skills have since helped me to better service my clients needs and wants. I...
Published 05/16/22
As an Army Officer with over 8 years of service, Brent Bowers was spending a great deal of time away from his family, and he knew he needed to make some changes in order to be more present with his wife and children. His interest in real estate began in 2007 when he purchased his first home, so Brent began exploring real estate investing as a way to support his family while being able to enjoy more time with them as well. In a short amount of time, Brent was able to expand his business,...
Published 05/12/22
Bob Knakal is Chairman, Investment Sales with JLL Capital Markets in New York. In this role, Bob leads the investment sales division, focusing on expanding middle-market asset sales in the greater New York region while driving expansion across the firm's institutional business. Bob was Chairman and Founding Partner of Massey Knakal Realty Services, New York’s #1 building sales firm. He started his real estate career in 1984 at CB Richard Ellis where he met Paul J. Massey Jr. They both left...
Published 05/09/22
Peter Badger, a successful real estate and agriculture investor, joined Farmfolio after spending 18 years on Wall Street and a decade in Silicon Valley helping lead some of the world’s premier companies including Barclays, Merrill Lynch, Morgan Stanley, and Credit Suisse.  In our conversation, we discuss: What asset allocation is and how it works What the three pillars of wealth creation are How globalization has made building a business easier  Why it’s difficult to get into...
Published 05/05/22
Heather Dreves is the Director of Funding at Secured Investment Corp. She is a tenured employee that has worked in the Private Money Industry for over 15 years and held her series 63 license. Heather has been directly involved in the sale of over 100 million dollars in Trust Deed Mortgages and raised over 30 million in Secured Investment Corps High Yield Equity Funds. She has had experience in assisting underwriting, managing the Cogo and Servicing team in addition to Investor Relations.  In...
Published 05/02/22
Jen Cameron has been a licensed broker since 1999 with a focus on luxury. Currently, she is in sales along with running the luxury division of Coldwell Banker, Bain and is based in Bellevue, Washington. Jen’s previous experiences include working in mortgage loans and going into the management, executive side of the real estate industry while living in NY city. She returned to Washington and now enjoys the flexibility of being able to sell and grow her team. Last year, her transactions were...
Published 04/28/22