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Path To Passive: Real Estate Investing For Technology Professionals

Path To Passive: Real Estate Investing For Technology Professionals

Hosted by Steven Arita

BusinessInvestingInterviews guests

Episodes

143

Latest episode

Jun 2026

Language

EN

About the show

Welcome to "Path To Passive: Real Estate Investing for Tech Professionals," the podcast that helps tech-savvy individuals secure their financial future through real estate. In the fast-paced world of technology, it's easy to overlook the power of real estate as a source of passive income. This podcast is here to change that. In each episode, we'll break down real estate investment strategies in plain language, tailored to tech professionals like you. We'll cover topics like how to use your tech skills to make data-driven property decisions, generate passive income, manage risks, and maximize tax benefits. Plus, you'll hear inspiring success stories from fellow techies who've achieved financial freedom through real estate. Hosted by real estate experts with tech backgrounds, "Path To Passive" simplifies real estate investing, making it accessible to anyone looking to create a passive income stream. Subscribe now and start your journey to financial independence through real estate. Your path to passive income begins here!

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60 recent
June 12, 2026Episode 14246 min

#142 - Private Money Beats Bank Financing with Jay Conner

Send us Fan MailWhat if the funding strategy that saved one real estate investor's entire business during the 2008 financial crisis could also help you grow your wealth passively — without touching the stock market? In this episode of Path to Passive, host Steven Arita sits down with Jay Conner, a seasoned real estate investor who has rehabbed and flipped over 500 houses in Eastern North Carolina and built a seven-figure business using a little-known strategy called private money lending. Jay's story starts with a gut punch: in January 2009, he called his banker to fund two houses he already had under contract — only to discover his line of credit had been quietly closed overnight due to the global financial crisis. With earnest money already on the line and no way to fund the deals, Jay asked himself one powerful question: "Who do I know that can help fix my problem?" That question led him to a friend, a conference in Jacksonville, and ultimately to raising $2,150,000 in private funding — without ever pitching a deal or asking a single person for money. In this conversation, you'll learn exactly how private money works, why it's completely different from hard money lending, how ordinary people with "lazy money" sitting in 401ks and self-directed IRAs can earn 8–10% returns passively while you get deals funded fast, and the one mindset shift — becoming a teacher, not a salesperson — that changes everything. Jay also shares the word-for-word "good news phone call" script he uses to deploy investor capital, why the worst time to raise private money is when you need it, and how to close deals in seven days with as few as five documents. Whether you're a W-2 tech professional exploring passive real estate investing or an operator looking to scale without bank limits, this episode delivers a complete, actionable roadmap to funding your deals on your own terms.Connect with Jay:🔗 LinkedIn: https://www.linkedin.com/in/jayconner-privatemoneyauthority/ 🌐 Company Website: https://www.jayconner.com/ 🎟️ Private Money Conference ($97 listener rate) → https://theprivatemoneyconference.com/go-762805?utm_source=linkedin&fpr=kaitlyn-bentley86 📖 Jay's Book: Where to Get the Money Now → https://www.jayconner.com/book-details/?fpr=kaitlyn-bentley86  📄 Free private money scripts PDF → https://go.privatemoneychallenge.com/scripts-lander-podcast Episode Highlights:0:00] – Intro[0:51] – Intro: How private money lending tripled Jay's business and became his #1 funding strategy.[4:09] – The 2008 wake-up call: Jay's bank cut his credit line with two houses already under contract.[11:30] – The $969K luncheon: How Jay raised nearly $1M at one lunch with no deals attached.[13:07] – The "Private Money Teacher" mindset: Stop asking, begging, and chasing — start teaching.[14:19] – Why raising money when you need it is the #1 mistake investors make.[23:58] – Private money vs. hard money: The key distinction every operator needs to know.[25:48] – Win-win breakdown: Why passive lenders earn 8–10% while operators get unlimited capital.[46:32] – Outro—Share this with your tech friends who you think would benefit from learning about passive income and alternative real estate investments. For more resources and guides, check these out:Crack the Code https://www.aritacapital.com/crack-the-code/Investor 101 https://www.aritacapital.com/investor-101-resource/Due Diligence Resource https://www.aritacapital.com/dd-checklist-resource/If you want to learn more, reach out at:Email: steven@aritacapital.comLinkedIn:  https://www.linkedin.com/in/aritasteven/IG:  https://www.instagram.com/the.real.arita

June 5, 2026Episode 14150 min

#141 - Infinite Banking: Keep Capital Compounding with Anthony Faso & Cameron Christiansen

Send us Fan MailWhat if the secret weapon the Rockefellers used to build generational wealth — and that most W-2 tech professionals have never heard of — was sitting inside a whole life insurance policy this whole time? In this episode of Path to Passive, host Steven Arita sits down with Anthony Faso and Cameron Christiansen, co-founders of Infinite Wealth Consultants and practitioners of the Infinite Banking Concept (IBC) for nearly two decades. Anthony, a recovering CPA, and Cameron, who went from managing 60 caddies in Las Vegas to designing custom wealth-building policies, break down IBC from the ground up — no fluff, no hype. You'll learn exactly why storing your capital in a bank is quietly costing you compound interest every time you deploy it into a deal, and how a specially designed whole life policy lets your money work in two places at once — inside the policy growing tax-free, and inside your investment generating cash flow. Cameron shares the moment he read Nelson Nash's "Become Your Own Banker" three times in one night and was genuinely pissed that nobody had ever told him about the cash value side of life insurance. Anthony walks through the "cash cycle of investors" and the credit card analogy that makes IBC click in about 30 seconds. They also get into who IBC is NOT for (hint: if you're outsourcing your financial decisions, stick to the Edward Jones guy down the street), how the Rockefeller family used trusts and policies to expand wealth across generations while the Vanderbilts lost it all, and how Anthony's grandkid will own his first rental property before he turns six. If you're a tech professional building passive income through real estate syndications, private credit, or alternative investments and you're tired of breaking your compounding curve every time you write a check — this episode will change how you think about where your money sits between deals.Connect with Anthony & Cameron:🔗 LinkedIn: https://www.linkedin.com/in/anthonyfaso/ 🔗 LinkedIn: https://www.linkedin.com/in/cameronlchristiansen/ 🌐 Company Website: https://infinitewealthconsultants.com/ 📚Free Access to Infinite Wealth Online Course: https://go.infinitewealthconsultants.com/pathtopassive Episode Highlights:0:00 – Intro1:00 – What is Infinite Banking and why most people have it completely wrong.2:42 – The "cash cycle of investors" — why deploying capital always breaks your compounding curve.6:34 – Cameron read Nelson Nash's book three times in one night and was pissed nobody told him this sooner.13:32 – The credit card analogy that explains Infinite Banking in under 30 seconds.18:57 – How the Rockefellers used policies and trusts to grow wealth across generations while the Vanderbilts lost it all.21:02 – Anthony's son earns $12K/month passive income and his grandkid will own a rental property before age six.34:09 – Who IBC is NOT for — and the one mindset shift that separates IBC investors from everyone else.46:33 – Outro—Share this with your tech friends who you think would benefit from learning about passive income and alternative real estate investments. For more resources and guides, check these out:Crack the Code https://www.aritacapital.com/crack-the-code/Investor 101 https://www.aritacapital.com/investor-101-resource/Due Diligence Resource https://www.aritacapital.com/dd-checklist-resource/If you want to learn more, reach out at:Email: steven@aritacapital.comLinkedIn:  https://www.linkedin.com/in/aritasteven/IG:  https://www.instagram.com/the.real.arita

May 29, 2026Episode 14039 min

#140 - Business Acquisitions: Faster Cash Flow with David Hori

Send us Fan MailWhat if the biggest wealth-building opportunity of the next decade isn't real estate — it's buying the business next door? In this episode of Path to Passive, host Steven Arita sits down with David Hori, a 25-year veteran of scaling high-growth companies including a Toyota acquisition and multiple VC-backed startups, who has now turned his sights on a different kind of asset: profitable, cash-flowing Main Street businesses. David breaks down the $14 trillion "Silver Tsunami" — the massive wave of baby boomer business owners who will exit in the next 10 years, with far more sellers than buyers and why that spells a generational opportunity for tech professionals who know how to build and operate teams. You'll learn why buying an existing business beats building a startup from scratch (no product-market fit risk, cash flow from day one), how one business David is actively pursuing generates between $37,000 and $120,000 a month in cash flow — the equivalent of buying 13 rental properties — and why private equity's buy-and-flip playbook is fundamentally broken for communities and long-term wealth. David also shares his two niche buy boxes (e-commerce and water infrastructure), the counterintuitive "stay in your lane" rule that applies to both operators and investors, and the simple revenue levers — vendor renegotiation, bundling, and basic pricing hygiene — that can 3x a business within 12 months. Whether you're a tech professional with capital to deploy or simply curious about alternatives to rental real estate, this episode will change how you think about building passive income and long-term financial freedom.Connect with David:🔗 LinkedIn: https://www.linkedin.com/in/iamdavidhori/ 🌐 Company Website: https://toplineops.com/ 📸 Instagram: https://www.instagram.com/toplineops/ Weekly Webinar: https://learn.toplineops.com/pod-webinar-1 Episode Highlights:0:35 – Intro1:36 – David shares his journey from a global law firm to VC-backed startups chasing speed and innovation.10:26 – $14 trillion with a T is changing hands as baby boomers exit — and not enough buyers exist.10:27 – Why buying a proven, cash-flowing business beats building a startup from scratch.10:26 – The 3 D's (Divorce, Death, Disease) — the real reasons business owners sell.15:03 – Private equity's buy-and-flip playbook is destructive — David explains why he's on the opposite end.19:47 – One business David is actively bidding on generates $37K–$120K/month in cash flow.22:23 – Simple levers to 3x revenue: renegotiate vendors, bundle products, and raise your prices.35:43 – David's mentor kept telling him "stay in your lane" — here's why he finally listened.35:44 – Outro—Share this with your tech friends who you think would benefit from learning about passive income and alternative real estate investments. For more resources and guides, check these out:Crack the Code https://www.aritacapital.com/crack-the-code/Investor 101 https://www.aritacapital.com/investor-101-resource/Due Diligence Resource https://www.aritacapital.com/dd-checklist-resource/If you want to learn more, reach out at:Email: steven@aritacapital.comLinkedIn:  https://www.linkedin.com/in/aritasteven/IG:  https://www.instagram.com/the.real.arita

May 22, 2026Episode 13939 min

#139 - Senior Living: Aging Demand, Limited Supply with Radhika Rastogi

Send us Fan MailMost W-2 professionals assume building wealth means buying more homes, Radhika Rastogi did too, until she sat in her garage during COVID and did the math. Radhika Rastogi is the Co-Founder and Managing Partner of Relik Capital Group, a private equity firm specializing in senior living real estate syndications. With over 10 years of real estate investing experience, a background leading strategic initiatives for Fortune 100 companies, and deep expertise in Medicaid-funded healthcare programs, she now oversees a portfolio of 300+ senior housing units valued at $17 million. In this episode, she breaks down why senior living is a once-in-a-generation opportunity for high-income professionals: the 80+ population is growing 28% over the next four years, the national investment gap sits at $258 billion, and occupancy in many markets is already at 98–99% with wait lists. Radhika explains the three phases of senior housing, how her team acquires underperforming communities for under $100K per unit, and why she interviewed 75 operators before selecting the right regional partners. She also reveals the hidden revenue stream most mom-and-pop sellers miss entirely, level of care fees and how spotting that one gap can transform a deal's returns. For W-2 investors feeling stuck in unscalable residential strategies, this episode is a masterclass in making the shift to commercial real estate syndications — starting with as little as $50K and building lasting wealth without leaving your day job.Connect with Radhika:🔗 LinkedIn:  https://www.linkedin.com/in/rastogi-radhika/ 🌐 Company Website: https://www.relikcapitalgroup.com/📰 Podcast: https://podcasts.apple.com/au/podcast/rich-roots/id1795836092 Episode Highlights:[0:00] – Intro: Teaser clip — senior living demand is exploding[0:45] – Welcome to Path to Passive[4:19] – The 120-home math that made Radhika pivot from residential[6:04] – Independent living, assisted living & memory care explained[8:38] – $258B investment gap, 28% demand surge & 98% occupancy markets[14:43] – How syndications work & Relik Capital's buy box[15:46] – The hidden revenue stream most mom-and-pop sellers miss[19:49] – Why they interviewed 75 operators to find just 3[27:36] – AI-powered underwriting: reviewing 30 deals a month[33:46] – How $50K can double every 5 years through syndications[39:29] – Outro—Share this with your tech friends who you think would benefit from learning about passive income and alternative real estate investments. For more resources and guides, check these out:Crack the Code https://www.aritacapital.com/crack-the-code/Investor 101 https://www.aritacapital.com/investor-101-resource/Due Diligence Resource https://www.aritacapital.com/dd-checklist-resource/If you want to learn more, reach out at:Email: steven@aritacapital.comLinkedIn:  https://www.linkedin.com/in/aritasteven/IG:  https://www.instagram.com/the.real.arita

May 15, 202640 min

#138 - Direct Capital Raising Wins Bigger Investor Checks with Derek Vickers

Send us Fan MailWhat if the key to building a $130M real estate portfolio wasn't a Wall Street background — but pure, relentless persistence from a small-town kid who once had to choose between a 20-oz and an 8-oz Red Bull because he couldn't afford both?In this episode of Path to Passive, host Steven Arita sits down with Derek Vickers, mobile home park investor, fund manager, and operator of over 2,000 units across 40+ communities. Derek shares the raw, unfiltered story of how he went from selling insurance and cold-calling mobile home park owners on a list he found himself, to launching a $20 million fund — after getting turned down by a friend who told him his $50K wasn't enough to invest. Spoiler: Derek's response was to go buy the parks himself. Listeners will learn how Derek applied Grant Cardone's 10X philosophy to real estate acquisitions, why underestimating effort is the #1 reason most people quit before they break through, and how shifting from syndications to a fund model opened the door to million-dollar check writers who actually prefer you to skip the small talk and just ask the direct question. Derek also breaks down his portfolio aggregation thesis — why he believes there are fewer than 10 years left of mom-and-pop mobile home park deals — and what he's doing now to position for institutional buyers. Whether you're a W-2 tech professional thinking about passive income through commercial real estate, or you're already a few deals in and wondering how to scale, this conversation is packed with mindset shifts and tactical frameworks you can apply immediately. By the end of this episode, you'll walk away with a sharper understanding of how to build momentum in mobile home park investing, how to raise capital without being transactional, and why the size of your vision matters less than your willingness to keep moving forward until the light hits.Connect with Derek:🔗 LinkedIn: https://www.linkedin.com/in/derek-vickers-0774b146/ 🔗 Instagram: https://www.instagram.com/derekvickers885/ 🔗 Facebook: https://www.facebook.com/derek.vickers.14 🌐 Company Website: https://vicktorycapital.com/home2Episode Highlights:0:32 – Intro: What is Path to Passive and who is it for?0:56 – Meet Derek Vickers: 2,000+ units, 40+ mobile home park communities, and $130M+ in assets under management.2:58 – How Derek self-taught real estate underwriting through Grant Cardone's Real Estate Mondays and why the math just clicked for him.4:04 – The rejection that started it all: A friend said his $50K wasn't enough to invest — so Derek went and bought the parks himself.7:40 – The 10X mindset shift: Why Derek stopped making 15 calls a day, hired callers, and scaled his outreach to win through sheer volume.16:53 – Raising capital without being transactional: How belief in your deal removes the fear of asking investors for money directly.12:19 – From JV deals to syndications to a $20M fund: How Derek's capital structure evolved as he scaled to 40+ parks.28:59 – Why Derek believes there are fewer than 10 years left of mom-and-pop mobile home park deals — and how he's positioning for institutional buyers.39:49 – What the version of Derek who couldn't afford a Red Bull would think of everything he's built — family, health, and freedom included.42:31 – Outro—Share this with your tech friends who you think would benefit from learning about passive income and alternative real estate investments. For more resources and guides, check these out:Crack the Code https://www.aritacapital.com/crack-the-code/Investor 101 https://www.aritacapital.com/investor-101-resource/Due Diligence Resource https://www.aritacapital.com/dd-checklist-resource/If you want to learn more, reach out at:Email: steven@aritacapital.comLinkedIn:  https://www.linkedin.com/in/aritasteven/IG:  https://www.instagram.com/the.real.arita

May 8, 2026Episode 13759 min

#137 - Structure Over Deals: Real Estate Profit Strategy with Cherif Medawar

Send us Fan MailYour W-2 salary is a great start, but it was never designed to build the kind of wealth that lets you step back and live life on your own terms. In this episode of Path to Passive, host Steven sits down with Cherif Medawar — a real estate investor, fund manager, and educator with 35+ years of experience. He has completed hundreds of transactions and built a $100M+ portfolio across the U.S. and Puerto Rico, including historic commercial assets in Old San Juan. Cherif's path to passive income didn't start with capital or connections, it started with a $2.25 apple. Working as a management trainee at the Century Plaza Hotel in Los Angeles (once called the Western White House), Cherif charged a billionaire for an apple at 2 AM instead of comping it — and that single act of integrity got him hired as the man's right-hand man for the next eight years, learning how to manage properties across the globe from Martinique to Paris. In this conversation, Cherif unpacks the exact framework — strategy, structure, system, automation, scale, and sustainability — that took him from hotel employee to managing a $100M real estate portfolio in Old San Juan, Puerto Rico. He breaks down the critical difference between syndications and real estate funds, explains why tech professionals are uniquely positioned to build wealth faster than almost anyone else, and reveals why "money is in the structure" — not the deal. You'll also hear Cherif's personal story of navigating the sudden loss of his wife while managing a multi-jurisdictional estate across three countries, and how he used the same GPS-like framework to rebuild and reach total financial freedom. Whether you're a software engineer at a FAANG company or a high-earning tech professional ready to stop trading time for money, this episode gives you a clear, actionable path from W-2 income to passive income — without having to become a full-time real estate expert.Connect with Cherif:🔗 LinkedIn: https://www.linkedin.com/in/cherifmedawar/ 🌐 Company Website: https://www.cherifmedawar.com/🎥 Youtube: https://www.youtube.com/user/cherifmedawar1 Episode Highlights:[0:39] – Intro[2:16] – How Cherif got spotted by a billionaire at the Century Plaza Hotel — and why charging him $2.25 for an apple launched an 8-year mentorship that changed everything.[11:07] – Cherif reveals why "money is in the structure" — and breaks down the exact Strategy → Structure → System → Automation → Scale → Sustainability framework.[16:58] – Syndication vs. Real Estate Fund explained — why the fund model gives you more flexibility, less risk, and keeps all the upside for you.[18:47] – How to set up a debt fund that pays investors fixed returns of 6–10% while you compound wealth and never have to sell your properties.[32:03] – The Old San Juan single-tenant strategy that generates 10–15 year corporate-guaranteed leases — and how Cherif spotted the opportunity before anyone else.[37:44] – The 3 stages of money every tech professional must move through: work for money, work the money, then make money work for you.[52:20] – Cherif opens up about losing his wife suddenly and how he navigated a multi-country estate crisis — using the same framework to rebuild and reach total financial freedom.[55:40] – Outro—Share this with your tech friends who you think would benefit from learning about passive income and alternative real estate investments. For more resources and guides, check these out:Crack the Code https://www.aritacapital.com/crack-the-code/Investor 101 https://www.aritacapital.com/investor-101-resource/Due Diligence Resource https://www.aritacapital.com/dd-checklist-resource/If you want to learn more, reach out at:Email: steven@aritacapital.comLinkedIn:  https://www.linkedin.com/in/aritasteven/IG:  https://www.instagram.com/the.real.arita

May 1, 202636 min

#136 - Delaware Statutory Trusts: A 1031 checklist with Ashley Romiti

Send us Fan MailIf you're a W-2 tech professional sitting on a rental property you're tired of managing, this episode is your exit strategy. Host Steven Arita sits down with Ashley Romiti, president and founder of GCA 1031 and a 15-year commercial real estate veteran, to break down Delaware Statutory Trusts (DSTs): the powerful but under-the-radar tax strategy that lets real estate investors sell their properties, defer capital gains taxes through a 1031 exchange, and step into fully passive institutional-grade investments. Ashley explains exactly how DSTs work as replacement properties in a 1031 exchange, what asset classes are available (multifamily, industrial, net-leased retail, and more), and why these deals are structured to protect capital preservation not chase outsize returns. You'll learn the difference between a traditional DST exit and a 721 UPREIT strategy for long-term estate planning, how to avoid the costly mistake of waiting until after closing to start your DST planning, and why having options across multiple sponsors matters more than just picking a big name. Ashley even shares a memorable origin story — from aspiring doctor to social worker to landing at Marcus & Millichap after running the math on a $60K grad school bill for a $28K salary, and the moment she posed for a photo holding $20,000 cash from her very first commercial deal. Whether you're a tech professional curious about passive real estate income, a landlord exhausted by weekend maintenance calls, or someone mid-exchange with "boot" left over, this episode gives you a clear, jargon-free roadmap to your next move.Connect with Ashley:🔗 LinkedIn: https://www.linkedin.com/in/ashley-romiti-dst/ 🌐 Company Website: https://www.gca1031.com/📱 Cellphone#: 9492355606Ashley Romiti offers securities through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. GCA 1031 is independent of CIS. Concorde is headquartered at 3909 Research Park Drive, Suite 200, Ann Arbor, MI 48108. This podcast is for informational purposes only, does not constitute as investment advice, and is not legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Episode Highlights:[0:34] – Intro: What is Path to Passive and who it's for[0:58] – Meet Ashley Romiti: 15-year commercial real estate veteran and founder of GCA 1031[7:25] – DSTs Explained: What a Delaware Statutory Trust is and why it's the ultimate passive real estate vehicle for tired landlords[23:36] – Critical Mistake: Why you MUST start your 1031 exchange before closing — not after[27:08] – Due Diligence Deep Dive: How to evaluate a DST at the sponsor, property, and trust level[28:56] – Return on Equity Check: How to know when your rental property is no longer worth managing[29:36] – What Is "Boot"? How leftover 1031 exchange funds can be a low-risk way to test a DST investment[35:16] – Pro Tip: Start planning before you list — why early strategy conversations change outcomes[36:32] – Outro: How to connect with Ashley and find resources at GCA1031.com—Share this with your tech friends who you think would benefit from learning about passive income and alternative real estate investments. For more resources and guides, check these out:Crack the Code https://www.aritacapital.com/crack-the-code/Investor 101 https://www.aritacapital.com/investor-101-resource/Due Diligence Resource https://www.aritacapital.com/dd-checklist-resource/If you want to learn more, reach out at:Email: steven@aritacapital.comLinkedIn:  https://www.linkedin.com/in/aritasteven/IG:  https://www.instagram.com/the.real.arita

April 24, 202632 min

#135 - Tax Liens vs Rentals: Higher Returns Less Management with Brian Seidensticker

Send us Fan MailWhat if the most overlooked real estate investment strategy has been hiding in plain sight at your local courthouse? In this episode of Path to Passive, host Steven Arita sits down with Brian Seidensticker, aerospace engineer turned entrepreneur, founder of Tax Sale Resources, and co-founder of Mount North Capital — to pull back the curtain on tax lien and tax deed investing for W-2 tech professionals looking to build passive income outside the stock market. Brian shares how he stumbled into this niche the hard way: after getting upside down on house flips during the 2008 crash, he started receiving dozens of tax lien notices on his own properties and that accidental education changed everything. You'll learn exactly how tax liens work (hint: it's nothing like IRS liens), why counties across the country are essentially offering investors a collateralized, interest-bearing micro-loan opportunity, and why the vast majority of property owners pay up before you ever have to think about foreclosure. Brian also breaks down the two distinct investment paths — buying liens vs. buying tax deeds at auction and explains how a recent Supreme Court ruling reshaped the entire landscape. For tech professionals who love data and scalability, Brian explains how Tax Sale Resources aggregates over 8,000 national sales and 2 million properties into one platform, and how his $50M fund through Mount North Capital lets accredited investors tap into tax deed returns completely passively. By the end of this episode, you'll have a clear roadmap for whether you should start as a passive fund investor, an active lien buyer, or work your way toward a capital partnership  all without needing a license or a finance degree.Connect with Brian:🔗 LinkedIn: https://www.linkedin.com/in/brian-seidensticker-90117021/ 🌐 Company Website: https://www.lastbestpartners.com/companies/mount-north-capital🌐 Company Website: https://www.taxsaleresources.com/ Episode Highlights:[0:47] – Intro Welcome to Path to Passive — building wealth through real estate investing for tech professionals.[1:10] – Meet Brian Seidensticker Founder of Tax Sale Resources and Mount North Capital shares how aerospace engineering led him to real estate — and eventually tax liens.[2:41] – Brian's Origin Story How getting upside down on house flips during the 2008 crash and receiving tax lien notices accidentally launched his investing career.[6:23] – Tax Sale Resources Is Born Brian explains how his internal data process became a national platform tracking auctions and properties across the country.[7:54] – Tax Liens 101 A clear breakdown of what property tax liens actually are, how the county-investor-homeowner relationship works, and why it's a win for all three parties.[13:28] – Two Investment Paths The critical difference between buying tax liens (interest-bearing certificates) vs. tax deeds (buying actual properties at auction) — and how a Supreme Court ruling changed the rules.[25:00] – How to Get Started Brian's step-by-step advice for W-2 tech professionals entering this space: educate first, consult a local attorney, and use platforms like Tax Sale Resources to scale efficiently.[30:47] – Mount North Capital & The Fund How accredited investors can gain passive exposure to tax deed returns through Brian's 506(c) fund — no active involvement required.[32:39] – Outro Thanks for joining Path to Passive — connect with us for future episodes on building wealth through commercial real estate.—Share this with your tech friends who you think would benefit from learning about passive income and alternative real estate investments. For more resources and guides, check these out:Crack the Code https://www.aritacapital.com/crack-the-code/Investor 101 https://www.aritacapital.com/investor-101-resource/Due Diligence Resource https://www.aritacapital.com/dd-checklist-resource/If you want to learn more, reach out at:Email: steven@aritacapital.comLinkedIn:  https://www.linkedin.com/in/aritasteven/IG:  https://www.instagram.com/the.real.arita

April 17, 2026Episode 13441 min

#134 - Multifamily Income Caps, Businesses Scale Revenue with Reed Goossens

Send us Fan MailWhat if the key to building real wealth isn't quitting your W-2 job — it's using it as a strategic launchpad?In this episode of Path to Passive, host Steven Arita sits down with Reed Goossens, Australian-born real estate entrepreneur, syndicator, and author of Investing in the U.S., who has scaled from a single triplex to over 1,000 units syndicated through his firm RSN Property Group. Reed shares the mindset shifts, identity breakthroughs, and tactical pivots that took him from structural engineer to full-time investor — and how his visa status actually forced him to make smarter moves with his W-2 instead of abandoning it too soon. You'll hear why Reed believes your current job is one of your most underrated assets, how he used brand building and podcasting to accelerate trust with investors long before personal branding was a buzzword, and why he's now acquiring accounting firms as his next business move — a surprisingly strategic play that's all about ambiguity, cash flow, and cross-selling to high-net-worth clients. There's even a gem about his dad, a high school math teacher who retired comfortably at 62 — not from a fancy salary, but from a simple, disciplined approach to investing. Whether you're a tech professional sitting on a healthy salary wondering what to do next, or an accredited investor looking to diversify beyond index funds, Reed lays out a clear framework: stay educated, dollar-cost average your way into real assets, and build a business ecosystem that gives you control when markets don't cooperate. This episode will shift how you think about your income, your W-2, and your path to financial freedom.Connect with Reed:🔗LinkedIn: https://www.linkedin.com/in/reed-goossens/ 🔗Instagram: https://www.instagram.com/reedgoossens/ 🌐Company Website: https://rsnpropertygroup.com/ 🌐Personal Website: https://reedgoossens.com/ Email: reed@rsnpropertygroup.comEpisode Highlights:[0:42] – Intro[6:58] – How Reed used his W-2 as a strategic launchpad — not a trap — while building his real estate portfolio from the ground up.[8:47] – Why your current job is one of your most underused assets, and how staying employed smarter accelerates your path to passive income.[12:18] – Reed's pivot to acquiring accounting firms and why fragmented, low-tech businesses offer the cash flow and ambiguity that multifamily can't right now.[15:28] – The real reason Reed started his podcast in 2014 — building a personal brand that no market crash can take away.[15:27] – How technology eroded the profit margins in multifamily and why the edge has shifted to asset classes where data is still thin.[30:55] – Reed's honest take on today's real estate market — why he sees 2017–2018 pricing again and what that means for accredited investors sitting on cash.[35:26] – Dollar-cost averaging your way into real assets: Reed's simple, proven framework for W-2 tech professionals who are time-poor but capital-ready.[41:00] – OutroShare this with your tech friends who you think would benefit from learning about passive income and alternative real estate investments. —Share this with your tech friends who you think would benefit from learning about passive income and alternative real estate investments. For more resources and guides, check these out:Crack the Code https://www.aritacapital.com/crack-the-code/Investor 101 https://www.aritacapital.com/investor-101-resource/Due Diligence Resource https://www.aritacapital.com/dd-checklist-resource/If you want to learn more, reach out at:Email: steven@aritacapital.comLinkedIn:  https://www.linkedin.com/in/aritasteven/IG:  https://www.instagram.com/the.real.arita

April 10, 2026Episode 13350 min

#133 - Match Capital with Operators, Reduce Deal Risk with Joe Downs

Send us Fan MailWhat's hiding in plain sight in your own backyard could be the commercial real estate opportunity most W-2 tech professionals have never considered. In this episode of Path to Passive, host Steven Arita sits down with Joe Downs, founder of Belrose Group who went from owning a bar to building a portfolio of 20-plus self-storage facilities and pioneering an entirely new asset class called pro storage. Joe breaks down why the explosive growth of e-commerce — think Amazon losing 25% of sales if they can't deliver same-day — is squeezing contractors, small businesses, and tradespeople out of traditional warehouse space and creating a massive demand gap that pro storage is built to fill. You'll hear the classic story of a father-son electrician team making do with two cramped self-storage units, and why that image became the spark for Joe's Store Pro development in Greenville, South Carolina. Beyond the real estate, Joe shares how Dan Sullivan's Strategic Coach framework and the Who Not How philosophy transformed the way he builds teams, delegates ruthlessly, and focuses on his unique ability — and why that mindset matters just as much for passive investors as active operators. He also dives deep into how AI is reshaping self-storage investing, from GPTs that cut market analysis from 45 minutes to five seconds to AI-powered LOI emails built on persuasion principles that turn lowball offers into respectful conversations. Whether you're a tech professional looking to deploy capital passively or curious about active self-storage deals, this conversation will sharpen your thinking, expand your commercial real estate playbook, and show you exactly why pro storage is the niche worth watching right now.Connect with Joe:📧 Email: joe@bellroseam.com🌐 Website: https://storagemoguls.ai/Episode Highlights:[0:35] – Intro: Welcome to Path to Passive — building wealth through commercial real estate for tech professionals.[0:59] – Meet Joe Downs: Founder of Belrose Group shares his background, self-storage portfolio of 20+ facilities, and entrepreneurial philosophy.[4:53] – "An idiot with some grit": Joe reflects on resilience, reinvention, and why W-2 listeners are more like him than they think.[9:12] – Who Not How & Unique Ability: How Dan Sullivan's Strategic Coach framework transformed Joe's team-building and helped him stop doing work he's bad at.[25:09] – What Is Pro Storage? Joe breaks down the gap between traditional self-storage and small bay flex — and the underserved tenants stuck in the middle.[27:23] – The E-Commerce Squeeze: Why Amazon's same-day delivery race is pushing contractors and small businesses out of warehouse space and into pro storage.[37:46] – Storage Moguls Platform: Joe unveils his new community matching passive capital investors with active deal operators — with Belrose overseeing every transaction.[41:57] – AI Meets Self-Storage: From 5-second market analysis GPTs to AI-powered LOI emails that turn lowball offers into respectful conversations.[48:00] – Outro: Thanks for listening — connect with us on email or Instagram and catch us next week.—Share this with your tech friends who you think would benefit from learning about passive income and alternative real estate investments. For more resources and guides, check these out:Crack the Code https://www.aritacapital.com/crack-the-code/Investor 101 https://www.aritacapital.com/investor-101-resource/Due Diligence Resource https://www.aritacapital.com/dd-checklist-resource/If you want to learn more, reach out at:Email: steven@aritacapital.comLinkedIn:  https://www.linkedin.com/in/aritasteven/IG:  https://www.instagram.com/the.real.arita

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