Surgeon Syndicate

In this insightful conversation, Mike and Ginny dive deep into her journey through the world of real estate, from her early days managing large-scale property acquisitions for Florida’s Department of Transportation to her current role in commercial real estate, syndications, and fund management. Ginny shares stories from her impressive career, including closing a $20 million deal for the "Missing Link" of I-95, and offers a rare look into the nuances of negotiating settlements, dealing with eminent domain, and working with appraisers, land planners, and speculators. The discussion explores the differences between working in the public sector versus the private side, the strategic land acquisitions by family offices, and how infrastructure projects can dramatically impact land value. Ginny also emphasizes the importance of understanding property access, local development plans, and the potential for business damages—highlighting real estate investments' significant risks and rewards. Whether it's managing timelines or navigating legal landscapes, Ginny’s experiences offer a wealth of practical insights for real estate professionals and investors alike. What you’ll learn from this episode: The importance of fair and strategic negotiations. The power of infrastructure projects on land value. How investors use their foresight and capital (low-risk and long-term investments) to secure valuable properties poised for future growth. The importance of evaluating aerial maps and staying ahead of these potential changes could be crucial for passive investors. How timing and foresight in these areas can shape investment success. About Ginny Bolling Ginny has been in real estate for over 35 years, mainly as a consultant expert in real estate acquisitions in the governmental arena. As such, she has extensive knowledge and ability to understand and work through land title, land use, zoning, valuation, contracting, litigation, permitting, and environmental issues, as well as closing complex transactions. She has: ■ Acquired or supervised the acquisition of over 600 properties ■ Earned the designation of Senior, Right of Way Associate (SR/WA) ■ Bought first foreclosure property in 1987 ■ Real estate broker for over 30 years ■ Residential (2-yr) and commercial real estate appraiser over six (6) years ■ Started first of five (5) businesses in 1984 ■ Worked in highly litigious & contentious environments (eminent domain) 22+/- years ■ Fix & flip investor (4) years ■ Currently holds rentals in Central Florida and Jacksonville ■ Limited Partner in 544 units in Houston, TX Connect with Ginny WebsiteLinkedInFacebookAcquisitions Solutions LLC What to anticipate soon, stay tuned! Connect with us If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at welcome@thefortresscapital.com | TheFortressCapital.com Surgeon SyndicateMichael McManus@michaelmcmanuspMichael McManus

Ready to explore the ins and outs of smart investing? In today’s episode, we’re diving deep into the tax advantages of investing in real estate syndications with our expert guest, Dr. Mike McManus. Mike breaks down essential concepts like depreciation, bonus depreciation, and the real estate professional status, emphasizing why it's crucial to understand these strategies for maximizing your investment returns. He highlights the importance of working with a skilled tax professional who can help you navigate these benefits effectively. But that's not all—Mike also shares insights on the long-term growth potential and significant tax savings that real estate investments can offer. Plus, he encourages you to engage with us on social media, sharing your own questions and concerns about tax benefits in real estate. These insights will equip you with a deeper understanding of leveraging real estate syndications for optimal tax benefits and long-term growth. What you’ll learn from this episode: Learn how depreciation allows investors to deduct the property’s wear and tear over time, reducing taxable income. Discover how qualifying as a real estate professional can open up additional tax benefits, allowing you to offset passive losses against active income. Understand the mechanics of 1031 exchanges, which enable investors to defer capital gains taxes by reinvesting profits into another property. Cost Segregation Strategy What to anticipate soon, stay tuned! Connect with us If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at welcome@thefortresscapital.com | TheFortressCapital.com Surgeon SyndicateMichael McManus@michaelmcmanuspMichael McManus

In this episode, Mike dives deep into the critical world of sponsor due diligence in real estate investing. He paints a vivid picture of why it’s essential to thoroughly evaluate a sponsor's experience, track record, and communication style—elements that can make or break an investment. Mike also unpacks the key investment metrics every investor should know, exploring the unique risks and rewards associated with various property types. He emphasizes the crucial role of risk management, providing listeners with a roadmap to navigate potential pitfalls. But it doesn’t stop there! Mike highlights the art of asking the right questions when engaging with potential sponsors, empowering investors to make informed decisions. He encourages vibrant discussions and networking opportunities that can elevate your investing game. Tune in for insights that could transform your real estate journey! What you’ll learn from this episode: Understanding the Sponsor How effective communication is vital, especially during challenging times. Mike warns against sponsors who rely solely on emails and stresses the importance of having a clear communication plan, particularly concerning unexpected issues and risks in the investment. Familiarity with key financial metrics like cash-on-cash return, internal rate of return (IRR), and equity multiple is essential. However, investors should be cautious, as projections can be manipulated, and it’s wise to prefer sponsors who underpromise and overdeliver. Risk Assessment in Property Types What to anticipate soon, stay tuned! Connect with us If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at welcome@thefortresscapital.com | TheFortressCapital.com Surgeon SyndicateMichael McManus@michaelmcmanuspMichael McManus

In the second part of the episode with Eric Burns, Mike and Eric discussed the current landscape of real estate investments amidst rising interest rates, noting that while some investors face losses, skilled operators are thriving and capitalizing on market challenges. Eric emphasized the need for diversification within real estate and highlighted opportunities for attractive deals during downturns, drawing from his experiences in syndication and investor education. They also explored the construction industry's state, with Mike sharing insights on a positive builder's outlook and the natural market correction that weeds out less capable operators. Eric echoed the importance of selective partnerships and securing favorable fixed-rate financing. Both underscored conservative underwriting practices, particularly regarding projected rent increases and cap rates, and the necessity of a robust strategy for property improvement. They discussed the advantages of using capital raisers and trusted operators to manage investments, advocating for ongoing education and adaptability in the evolving market. Eric encouraged doctors to pursue financial independence through his investment services. What you’ll learn from this episode: The rising interest rates causing some investors to incur losses, experienced operators are finding ways to thrive, suggesting that strong management can lead to profitable opportunities even in challenging conditions. The importance of diversifying real estate holdings across different asset classes and markets, which can provide stability and potential for great deals during market downturns. The quality of operators in the construction industry is crucial; effective operators are more selective and can adapt to market changes, while weaker ones are often filtered out during tough times. Mike and Eric highlighted the necessity of conservative underwriting practices, focusing on realistic rent increases and cap rate projections. This approach helps mitigate risks and ensures better investment outcomes. The role of capital raisers. About Eric Burns Eric Burns is a Cincinnati-based entrepreneur. His journey has taken him from being a finance major to a Cincinnati Firefighter to a residential real estate investor and flipper to finally landing in commercial real estate. He values his journey and believes in the entrepreneurial spirit. His message to fellow entrepreneurs is simple, STOP TRADING YOUR TIME FOR MONEY and LIVE LIFE BULLISH. Like many, Eric started his real estate investment career in the residential space and expanded into the commercial arena. His first property was a student housing rental in 2016, while he was still active with the Cincinnati Fire Department. Later, he expanded into renovations, and eventually, after many years of growth, education, and “failing forward”, Eric found himself in the commercial space. Connect with Eric WebsiteLinkedInFacebookInstagram What to anticipate soon, stay tuned! Connect with us If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at welcome@thefortresscapital.com | TheFortressCapital.com Surgeon SyndicateMichael McManus@michaelmcmanuspMichael McManus

Today's special guest Eric Burns with our host Dr. Mike McManus shared their unique career journeys, highlighting the possibilities and challenges of making bold career pivots. They emphasize the critical role of passive income in achieving financial independence, particularly for professionals seeking a way out of the traditional grind. The duo also examines the current landscape of real estate investments, unpacking the complexities of underwriting and selling properties. They discuss strategic approaches for navigating these challenges and the advantages of partnering with a capital raiser or operator in commercial real estate. As the episode wraps up, Eric inspires listeners—especially doctors—to pursue financial freedom through innovative investment strategies and expert guidance. Tune in for a blend of personal stories, actionable insights, and motivation to rethink your financial future! What you’ll learn from this episode: Career pivots and pathways. Understand how surrounding oneself with ambitious and like-minded individuals can significantly impact success, particularly in real estate and entrepreneurial endeavors. Discover the vital role of passive income streams in achieving financial freedom and alleviating burnout, especially for high-pressure professions like medicine. Learn about the nuances of underwriting and selling real estate investments, as well as the advantages of partnering with experienced operators who practice conservative underwriting. Flexibility and personal development. About Eric Burns Eric Burns is a Cincinnati-based entrepreneur. His journey has taken him from being a finance major to a Cincinnati Firefighter to a residential real estate investor and flipper to finally landing in commercial real estate. He values his journey and believes in the entrepreneurial spirit. His message to fellow entrepreneurs is simple, STOP TRADING YOUR TIME FOR MONEY and LIVE LIFE BULLISH. Like many, Eric started his real estate investment career in the residential space and expanded into the commercial arena. His first property was a student housing rental in 2016, while he was still active with the Cincinnati Fire Department. Later, he expanded into renovations, and eventually, after many years of growth, education, and “failing forward”, Eric found himself in the commercial space. Connect with Eric WebsiteLinkedInFacebookInstagram What to anticipate soon, stay tuned! Connect with us If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at welcome@thefortresscapital.com | TheFortressCapital.com Surgeon SyndicateMichael McManus@michaelmcmanuspMichael McManus

Join us for a thought-provoking discussion that promises to enhance your investment acumen. In this episode, Mike explores the intricacies of real estate syndication, drawing from his personal experiences to illuminate its distinct advantages compared to other investment strategies. He offers invaluable insights for investors looking to deepen their understanding of the current commercial real estate landscape, particularly the shifting dynamics of office spaces. Delving into the essential roles of general and limited partners within syndication structures, Mike highlights the importance of risk mitigation. He provides practical advice on evaluating syndication sponsors and navigating the complex risks and rewards associated with real estate syndication. Get ready for an exciting webinar, soon! Mike is thrilled to discuss a well-crafted series that promises to captivate and inspire, emphasizing its interactive nature and the aim to provide a deeper understanding of the topics. Join us for insights you won’t want to miss! Stay tuned for updates. What you’ll learn from this episode: The distinctions between real estate syndications, joint ventures, and various investment strategies. The impact of online shopping on retail and the potential resurgence of downtown office spaces, providing insights into where opportunities may lie. Learn about the critical functions of general partners (GPs) and limited partners (LPs) within syndications. Discover effective strategies for managing risks in real estate syndications. Mike highlights the importance of conservative underwriting, contingency planning, and understanding different risk types, equipping you with tools to navigate potential challenges. What to anticipate soon, stay tuned! Connect with us If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at welcome@thefortresscapital.com | TheFortressCapital.com Surgeon SyndicateMichael McManus@michaelmcmanuspMichael McManus

Welcome to this episode, where we chart a course through captivating stories and valuable insights, unlocking the treasure of real estate syndications along the way! Join Mike as he not only unravels the challenges faced in these intricate procedures but also shifts gears to explore the exciting realm of real estate investing. The world of real estate syndications—what they are, how they differ from joint ventures and partnerships, and why they matter for aspiring investors. Mike shares invaluable insights on how to get involved in syndications, the critical process of sourcing and evaluating investment deals, and the keys to finding reliable syndicators. Plus, he tackles common misconceptions and barriers that might be holding you back from diving into this lucrative investment strategy. Whether you’re a seasoned investor or just curious about the world of real estate, this episode is packed with information that will equip you to take the plunge into syndications. What you’ll learn from this episode: Learn the fundamental differences between real estate syndications and joint ventures. Find out the essential steps for getting involved in syndication, particularly the importance of sourcing quality deals. Discover effective strategies for locating trustworthy syndicators and like-minded investors. Gaining insights into assessing potential investment deals and understanding the importance of mentorship and community can provide valuable perspectives on evaluating opportunities, enabling you to make informed decisions and minimize risks. What to anticipate soon, stay tuned! Connect with us If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at welcome@thefortresscapital.com | TheFortressCapital.com Surgeon SyndicateMichael McManus@michaelmcmanuspMichael McManus

What unique hurdles do surgeons face when making the leap into real estate investing? Dr. Mike McManus explores this intriguing question, shedding light on the crucial importance of a supportive community during such a transition. He candidly shares his own recent health challenges and how they've influenced both his personal and professional journeys. Mike takes us through his latest adventures in real estate investment, revealing the obstacles he encountered while securing financing and highlighting the power of perseverance and a commitment to lifelong learning in the pursuit of success. What you’ll learn from this episode: Balancing time and mental bandwidth to pursue real estate investing. The transformative power of community. Be familiar with the unexpected twists and turns of managing health crises that can disrupt even the most steadfast journeys. Learn about the complexities of securing financial for real estate deals especially when stepping out of your comfort zone. What to anticipate soon, stay tuned! Connect with us If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at welcome@thefortresscapital.com | TheFortressCapital.com Surgeon SyndicateMichael McManus@michaelmcmanuspMichael McManus

As we embark on the second episode with our guest Ray Hightower, get ready to delve deeper into the evaluation of property managers, highlighting the importance of asking targeted questions to uncover potential issues and opportunities. He shared his experiences with on-site managers to assess occupancy and identify improvements. Mike, our host, reinforced the value of transparency from property managers and the insights gained from on-site maintenance personnel. The conversation then shifted to commercial real estate brokers, where Ray, leveraging his experience as both the broker and investor, explained the brokers' fiduciary duty to sellers and how their focus can change once a deal is underway. He noted the varying professionalism of brokers across states. They also addressed passive investors in syndications, with Ray advising them to network with multiple syndicators, understand underwriting, and evaluate a syndicator's track record and team experience. What you’ll learn from this episode: The importance of building relationships in investment ventures. The differences between 506 B and 506 C deals regarding investor relationships and advertising. The importance of asking key questions to understand the property's potential issues and opportunities.Recognizing local market conditions and diversifying into specialized areas The importance of brokers in facilitating transactions, interacting with various professionals, and ensuring deals are completed. About Raymond "Ray" Hightower Raymond T. Hightower is a commercial real estate investor and tech company founder operating in the State of Arizona, USA. Hightower started and ran his technology company for over two decades before selling the company and launching Bridgetown Partners. Bridgetown/ROIClear buys commercial real estate in Arizona, Tennessee, and Texas, focusing on 50- to 150-unit multifamily properties. The company also produces the ROIClear Podcast, a video podcast for business leaders. Connect with Ray WebsiteLinkedInFacebookYouTubeVimeoInstagramGitHubSpeaker DeckROI Clear Podcast What to anticipate soon, stay tuned! Connect with us If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at welcome@thefortresscapital.com | TheFortressCapital.com Surgeon SyndicateMichael McManus@michaelmcmanuspMichael McManus

In this captivating episode, Mike and Ray dive into Ray's remarkable journey from tech entrepreneur to savvy commercial real estate investor. They explore the pivotal lessons learned from failures and the art of taking calculated risks in the multifamily market. The conversation highlights the crucial roles of asset and property managers, offering insights on how to effectively evaluate property managers and cultivate valuable relationships with brokers and investors. They share the unique perspective of passive investors in syndications and underscore the vital importance of nurturing strong connections within the investment community. This is a treasure trove of knowledge on navigating the dynamic world of multifamily real estate! What you’ll learn from this episode: Embracing failure as a learning tool Leveraging free resources and networking Focusing on resilient asset classes Recognizing local market conditions and diversifying into specialized areas Understanding the distinct crucial responsibilities of asset managers and property managers About Raymond "Ray" Hightower Raymond T. Hightower is a commercial real estate investor and tech company founder operating in the State of Arizona, USA. Hightower started and ran his technology company for over two decades before selling the company and launching Bridgetown Partners. Bridgetown/ROIClear buys commercial real estate in Arizona, Tennessee, and Texas, with a special focus on 50- to 150-unit multifamily properties. The company also produces the ROIClear Podcast, a video podcast for business leaders. Connect with Ray WebsiteLinkedInFacebookYouTubeVimeoInstagramGitHubSpeaker DeckROI Clear Podcast What to anticipate soon, stay tuned! Register to Join Mike's FREE Webinar Connect with us If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at welcome@thefortresscapital.com | TheFortressCapital.com Surgeon SyndicateMichael McManus@michaelmcmanuspMichael McManus

In the second episode of our host Dr. Mike McManus together with our guest Dr. Joe Pazona, Joe recounted his transformative journey in healthcare, detailing the rise of his ventures, Virtue Care and Pazona, MD Urology. After hitting a low point in his career, a move to Nashville became a pivotal step, allowing him to immerse himself in a supportive environment that fostered his entrepreneurial spirit. Joining a private practice in 2019 marked his first foray into the business side of medicine, equipping him with invaluable insights. The onset of the COVID-19 pandemic prompted a critical reassessment of his business model. Faced with new challenges, Dr. Pazona recalibrated his overhead costs, leading him to launch a new practice, which ultimately shuttered within a year. He candidly shared the difficulties he encountered in securing work due to family obligations and a scarcity of opportunities in other hospital systems, painting a vivid picture of resilience in the face of adversity. His journey reflects not only the trials of entrepreneurship in healthcare but also the tenacity required to navigate an ever-evolving landscape. What you’ll learn from this episode: How to ensure new ventures will align with both market needs and personal experiences Leveraging physician expertise to improve healthcare access. Building genuine connections, maintaining humility and curiosity for vital growth, and taking decisive action rather than succumbing to indecision. Bootstrapping and Resourcefulness Collective Action Among Physicians About Dr. Joseph "Joe" Pazona Joe creates jobs for burned-out healthcare professionals. He also helps frustrated healthcare administrators provide much-needed medical services in rural communities. Physicians and other healthcare professionals are leaving clinical medicine because they feel taken advantage of by a broken healthcare system. Simultaneously, rural healthcare executives are struggling to recruit high-quality physicians to their communities. Declining supply, increasing demand. This is not sustainable. The solution: prioritizing the healthcare team, leveraging technological solutions (e.g. telemedicine), and engaging in collaborative conversations with physicians and administrators. As a physician-entrepreneur-CEO with over 15 years of experience caring for patients in rural, mid-size, and metropolitan markets, Joe understands the challenges and nuances of building a healthcare model and team to solve these issues. Before the pandemic, he formed VirtuCare, a company that partners with rural healthcare systems to implement outpatient urology clinics and surgical services. They have successfully launched services at 6 different sites across 4 healthcare systems. VirtuCare has created a new physician position of tele-urologist and offers consistent, remote work for urologists with a dynamic team. In August 2020, Joe opened Pazona MD Urology in downtown Nashville during the height of the COVID-19 pandemic with no previous business training. Within 3 years, the company has opened 2 additional offices and has recruited 6 advanced practice providers and an additional urologist all while receiving over 1000 5-star Google reviews. The mission is to scale into other specialties throughout Tennessee and additional markets as we deliver accessible healthcare with a smile. Connect with Joe LinkedInEmailVirtucareWebsite What to anticipate soon, stay tuned! Register to Join Mike's FREE Webinar Connect with us If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at welcome@thefortresscapital.com | TheFortressCapital.com Surgeon SyndicateMichael McManus@michaelmcmanuspMichael McManus

In this inspiring episode, join Mike and Joe as they embark on a transformative journey through the healthcare landscape! Joe, a physician and CEO, shares invaluable insights from his entrepreneurial path, correcting mindset and the importance of adaptability and collaboration, while Mike reflects on his early days as a surgeon. They tackled the pressing challenges doctors face today, emphasizing the crucial role of adaptability and innovation in driving change. With a powerful call to action, Joe inspires physicians to unite and become catalysts for a new, improved healthcare system. Tune in and discover how collaboration can reshape the future of medicine! What you’ll learn from this episode: Navigating Career Transitions: illustrates the importance of adaptability when faced with career setbacks. Understanding Hospital Dynamics: recognizing the implications of mergers and the role of management can inform future career decisions. The importance of recognizing when to make a change in one’s career. Prioritizing personal well-being can lead to greater fulfillment and success in entrepreneurship. About Dr. Joseph "Joe" Pazona Joe creates jobs for burned-out healthcare professionals. He also helps frustrated healthcare administrators provide much-needed medical services in rural communities. Physicians and other healthcare professionals are leaving clinical medicine because they feel taken advantage of by a broken healthcare system. Simultaneously, rural healthcare executives are struggling to recruit high-quality physicians to their communities. Declining supply, increasing demand. This is not sustainable. The solution: prioritizing the healthcare team, leveraging technological solutions (e.g. telemedicine), and engaging in collaborative conversations with physicians and administrators. As a physician-entrepreneur-CEO with over 15 years of experience caring for patients in rural, mid-size, and metropolitan markets, Joe understands the challenges and nuances of building a healthcare model and team to solve these issues. Before the pandemic, he formed VirtuCare, a company that partners with rural healthcare systems to implement outpatient urology clinics and surgical services. They have successfully launched services at 6 different sites across 4 healthcare systems. VirtuCare has created a new physician position of tele-urologist and offers consistent, remote work for urologists with a dynamic team. In August 2020, Joe opened Pazona MD Urology in downtown Nashville during the height of the COVID-19 pandemic with no previous business training. Within 3 years, the company has opened 2 additional offices and has recruited 6 advanced practice providers and an additional urologist all while receiving over 1000 5-star Google reviews. The mission is to scale into other specialties throughout Tennessee and additional markets as we deliver accessible healthcare with a smile. Connect with Joe LinkedInEmailVirtucareWebsite What to anticipate soon, stay tuned! Register to Join Mike's FREE Webinar Connect with us If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at welcome@thefortresscapital.com | TheFortressCapital.com Surgeon SyndicateMichael McManus@michaelmcmanuspMichael McManus

Join us on another exciting episode where Dr. Mike McManus shared insights from his experience at the Passive Investor MD Conference last week. He emphasized the conference's focus on multifamily and short-term rentals, as well as the crucial role of mindset in real estate investment. He also highlighted the positive atmosphere at a recent meeting, where new attendees bonded and conquered their investment-related fears. The diverse array of topics covered at the event stressed the necessity of embracing imperfection in entrepreneurship. Additionally, Mike underscored the value of a supportive network when making significant decisions and pondered the potential impact of employees returning to the office on the office space market. What you’ll learn from this episode: Importance of mindset in overcoming fears and misconceptions about real estate investment, particularly among doctors. The importance of having a supportive network when making significant decisions, such as buying a 40-unit apartment building, and highlighted the potential impact of employees returning to the office on the office space market. Understanding the relationship between the price of the property and other factors such as leases and rent and, insights on the current vacancy rate and remote work trends. What to anticipate soon, stay tuned! Register to Join Mike's FREE Webinar Connect with us If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at welcome@thefortresscapital.com | TheFortressCapital.com Surgeon SyndicateMichael McManus@michaelmcmanuspMichael McManus

Get ready for the continuation of an insightful episode about the concept of residential assisted living and focusing on the increasing demand due to the aging baby boomer population. Dr. Alex Schloe explored different investment models and shared his challenges in hiring caregivers. Mike and Alex also tackled the potential of the real estate asset class and the importance of creating a better work environment for healthcare workers. Insights into raising capital for residential assisted living homes and Alex's involvement in a mastermind group called the Residential Assisted Living Room were not missed. What you’ll learn from this episode: The reasons behind the increasing demand for residential assisted living. Insights into raising capital for residential assisted living homes, including the approach of partnering with experienced operators and the potential for significant cash flow. The potential of the real estate asset class in the context of residential assisted living homes. About Dr. Alexander "Alex" Schloe Dr. Alex Schloe is a Christ follower, husband, father, Air Force physician, and multifaceted entrepreneur with a deep commitment to empowering physicians to achieve financial freedom through real estate. As the co-founder of The RAL Room Assisted Living Mastermind, Alex is at the forefront of transforming the assisted living industry, teaching others how to invest in and reshape the landscape of residential assisted living. He also hosts the "Physicians and Properties" podcast, where he guides fellow physicians in leveraging real estate investing and entrepreneurship to gain the freedom to practice medicine on their terms and live life to the fullest. Driven by a passion for family, adventure, and lifelong learning, Alex intertwines his professional endeavors with a personal mission to create a future where he never misses a moment with his loved ones. Resources mentioned in this episode: Free 10- Step Guide to Purchasing Your 1st or Next Residential Assisted Living HomeThe RAL Room Assisted Living MastermindResidential Assisted Living Investor, Operators, Managers & Staff Facebook CommunityPhysicians and Properties Community Connect with Alex InstagramLinkedInFacebookYouTubeWebsiteBook A FREE Call What to anticipate soon, stay tuned! Register to Join Mike's FREE Webinar Connect with us If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at welcome@thefortresscapital.com | TheFortressCapital.com Surgeon SyndicateMichael McManus@michaelmcmanuspMichael McManus

Buckle up for today's episode as our host Dr. Mike McManus and outstanding guest Dr. Alex Schloe, confidently share their inspiring entrepreneurial journeys, emphasizing the vital role of networking and community in achieving success. They delve into residential assisted living, discussing its potential within the real estate asset class and the challenges healthcare workers face. The conversation wraps up with an insightful exploration of seller finance opportunities, emphasizing the chance to provide high-quality care for seniors in nurturing environments. What you’ll learn from this episode The diverse background of Alex’s multifaceted journey as an Air Force physician and entrepreneur highlights the value of diverse experiences in shaping successful real estate ventures. About Dr. Alexander "Alex" Schloe Dr. Alex Schloe is a Christ follower, husband, father, Air Force physician, and multifaceted entrepreneur with a deep commitment to empowering physicians to achieve financial freedom through real estate. As the co-founder of The RAL Room Assisted Living Mastermind, Alex is at the forefront of transforming the assisted living industry, teaching others how to invest in and reshape the landscape of residential assisted living. He also hosts the "Physicians and Properties" podcast, where he guides fellow physicians in leveraging real estate investing and entrepreneurship to gain the freedom to practice medicine on their terms and live life to the fullest. Driven by a passion for family, adventure, and lifelong learning, Alex intertwines his professional endeavors with a personal mission to create a future where he never misses a moment with his loved ones. Resources mentioned in this episode: Free 10- Step Guide to Purchasing Your 1st or Next Residential Assisted Living HomeThe RAL Room Assisted Living MastermindResidential Assisted Living Investor, Operators, Managers & Staff Facebook CommunityPhysicians and Properties Community Connect with Alex InstagramLinkedInFacebookYouTubeWebsiteBook A FREE Call What to anticipate soon, stay tuned! Register to Join Mike's FREE Webinar Connect with us If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at welcome@thefortresscapital.com | TheFortressCapital.com Surgeon SyndicateMichael McManus@michaelmcmanuspMichael McManus

The importance of perseverance and clarity in achieving goals is highlighted in this episode, along with the significance of commitment, productivity, and courage. Our host, Mike shares his enthusiasm about new partnerships and upcoming live webinars, emphasizing the power of networking, finding your 'why,' and embracing the learning process for personal and professional growth. Tune in for inspiring insights that will motivate you on your own journey! What you’ll learn from this episode: The power of networking! Resources mentioned: What to anticipate soon, stay tuned! Connect with us If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at welcome@thefortresscapital.com | TheFortressCapital.com Surgeon SyndicateMichael McManus@michaelmcmanuspMichael McManus

We’re excited to dive into Part 2 of our conversation with Joe where he recounted his successful transition from a single-family business to the self-storage industry, highlighting scalability and management ease as key motivators. Despite initial challenges, this shift allowed him to streamline his operations and reduce his team size significantly. He pointed out the fragmented nature of the self-storage market, predominantly occupied by mom-and-pop operations, and how he applied innovative marketing strategies from his previous experience to improve performance. Mike shared his own journey of moving from independent property management to hiring professionals, leading to increased profits. They discussed the mixed landscape of self-storage, with some markets overbuilt and others lacking facilities, emphasizing the need for awareness of local competition. Their conversation also touched on the crucial role of coaching in overcoming self-doubt and unlocking potential, as Joe highlighted his approach to guiding clients in their real estate journeys. What you’ll learn from this episode How to transition into self-storage & empowerment to significantly scale operations and boost efficiency by streamlining team size. About Joe Joe is a dynamic force in the world of real estate investing and high-performance coaching. As the host of The Legacy Blueprint Podcast, Joe brings over 5,000 hours of coaching experience, dedicated to helping real estate investors, entrepreneurs, and business professionals unlock their true potential. His mission? To empower others to achieve unparalleled success, wealth, and freedom by providing the tools and strategies needed to create unstoppable momentum and break through obstacles. Joe's impact is profound—he has guided hundreds of business owners to build stronger teams and achieve 7, 8, and even 9-figure successes. As the CEO of three thriving companies and a seasoned real estate investor with a diverse portfolio, Joe’s journey began in the US Navy Seabees, where he earned Letters of Appreciation from President Clinton and numerous service medals. Today, he shapes the future of real estate investing through his Legacy Builder Real Estate Academy, mentoring the next generation of investors. Living in Haddonfield, NJ, with his wife Ashley and their two daughters, Joe continues to inspire and lead by example, serving as a true catalyst for transformation. Connect with Joe Legacy Builder CoachThe Legacy Blueprint PodcastInstagramFacebookYouTubeTikTokEmail What to anticipate soon, stay tuned! Connect with us If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at welcome@thefortresscapital.com | TheFortressCapital.com Surgeon SyndicateMichael McManus@michaelmcmanuspMichael McManus

Joe Evangelisti joins today's episode to share his incredible journey from the US Navy Seabees to becoming a real estate investor and a mentor powerhouse. He reveals the secrets to overcoming obstacles and managing risk in real estate, emphasizing the crucial role of passion, drive, and partnerships. The conversation also covered Joe's transition from single-family real estate to self-storage, the role of a coach in helping individuals overcome their limitations, and the potential value of their business. What you’ll learn from this episode How Joe's military background, his role in constructing the Central Command Center during the invasion of Baghdad, and the leadership skills he developed later influenced his real estate career. About Joe Joe is a dynamic force in the world of real estate investing and high-performance coaching. As the host of The Legacy Blueprint Podcast, Joe brings over 5,000 hours of coaching experience, dedicated to helping real estate investors, entrepreneurs, and business professionals unlock their true potential. His mission? To empower others to achieve unparalleled success, wealth, and freedom by providing the tools and strategies needed to create unstoppable momentum and break through obstacles. Joe's impact is profound—he has guided hundreds of business owners to build stronger teams and achieve 7, 8, and even 9-figure successes. As the CEO of three thriving companies and a seasoned real estate investor with a diverse portfolio, Joe’s journey began in the US Navy Seabees, where he earned Letters of Appreciation from President Clinton and numerous service medals. Today, he shapes the future of real estate investing through his Legacy Builder Real Estate Academy, mentoring the next generation of investors. Living in Haddonfield, NJ, with his wife Ashley and their two daughters, Joe continues to inspire and lead by example, serving as a true catalyst for transformation. Connect with Joe Legacy Builder CoachThe Legacy Blueprint PodcastInstagramFacebookYouTubeTikTokEmail What to anticipate soon, stay tuned! Connect with us If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at welcome@thefortresscapital.com | TheFortressCapital.com Surgeon SyndicateMichael McManus@michaelmcmanuspMichael McManus

Join our host Dr. Mike McManus as he dives into the complexities of today's construction landscape, from stabilized but high costs and ongoing supply chain issues to labor shortages and the transformative role of generative AI. He examines the impact of federal policies on financing, the rise in construction costs across major cities, and the shift in industrial investing trends. Mike also highlights the growing importance of asking tough questions in real estate deals to navigate these challenges effectively. Tune in for an eye-opening discussion on how these factors reshape the future of construction and real estate. What you’ll learn from this episode Explore the shift from multifamily to industrial real estate investments, the rise of new investors through crowdfunding, and the strategic considerations for evaluating industrial versus multifamily projects. What to anticipate soon, stay tuned! Connect with us If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at welcome@thefortresscapital.com | TheFortressCapital.com Surgeon SyndicateMichael McManus@michaelmcmanuspMichael McManus

In this second episode with our guest Tre Bourdeaux, they discussed the robust state of the industrial market, highlighting the emergence of new opportunities and advising on entering the market with smaller, manageable projects. They also addressed the impact of interest rates, challenges faced by the development sectors, and investment potential in Salt Lake City and surrounding areas. Tre emphasized the importance of understanding company operations and provided his contact information for further communication. What you’ll learn from this episode About Tre Bourdeaux Tre currently serves as a Vice President specializing in Industrial & Logistics on the Peterson Industrial Team in the Salt Lake City office of Legend Partners. Tre’s area of focus is in 5,000 to 500,000-square-foot industrial real estate, specifically in Salt Lake, Davis, Weber, and Utah Counties representing all real estate needs for landlords, tenants, buyers, and sellers. Tre also focuses on sale and lease in build-to-suit developments involving manufacturing plants, distribution warehouses, R&D facilities, and other light industrial property types. Tre started his career in Commercial Real Estate in 2018 after finishing his Economics degree from the University of Utah. Tre has successfully closed over $150 Million in transactions over his 6-year career. His success is in the early stages of his career and has earned him high respect throughout the entire brokerage community. He is highly equipped with knowledge in real estate research, sales, and marketing. Possessing exceptional interpersonal skills and analyzed strategic planning that has allowed him to have great success in the first six years of his career. Tre has a drive to take care of his clients and cater to the various needs that are becoming harder and harder to find in Utah’s real estate market. He brings a great amount of diversity as well as a vast number of connections that include many decision-making individuals in the state of Utah. His outreach, knowledge, and success at such a young age in this industry have proven he will continue to be a known figure in the brokerage community for years to come. Connect with Tre LinkedInLegend PartnersInstagramFacebookEmail What to anticipate soon, stay tuned! Connect with us If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at welcome@thefortresscapital.com | TheFortressCapital.com Surgeon SyndicateMichael McManus@michaelmcmanuspMichael McManus