Welcome to Wealth Unfiltered! In this must-listen episode, Don shares his inspiring journey in real estate—from his early beginnings to partnering with RE Mentor and co-launching Next Level Underwriting. Discover how his passion for real estate led him to develop innovative solutions that solve common challenges for investors.

In this episode, you'll learn:

• Don's Background: How he built his career in real estate and the inspiration behind Next Level Underwriting.
• Investment Strategies: Proven methods for identifying high-performing opportunities, scaling portfolios, and answering common questions for active real estate investors.
• Transitioning to Passive Real Estate: Strategies to help busy investors move from hands-on management to passive income streams.
• Working with Viking: Insights into portfolio diversification, risk management across market climates, and an explanation of the FOF model in capital raising.

Whether you're new to real estate investing or looking to refine your strategies, Don's expert advice on coaching, mentorship, and sustainable business growth is packed with actionable tips to elevate your investment game.

Tune in now to Wealth Unfiltered and discover how to build a thriving real estate portfolio with the right mentorship and strategies for success!

Building the Right Investor Relations Team: Insights and Strategies for Success

In this in-depth discussion, we explore the essential elements of building and scaling a successful Investor Relations (IR) team. From identifying the key qualities needed for high-performing teams to the best strategies for structuring and scaling capital raising efforts, we dive deep into what it takes to succeed in investor relations.

Building the Right Team

• Discover the critical attributes you should look for when assembling an investor relations team.
• Learn how to structure your capital raising team for optimal performance and results.
• Explore the ongoing debate: Should you prioritize hiring seasoned industry veterans or train talent in-house?
• Uncover the strategies to find the perfect Head of IR for your firm.

Scaling Investor Relations

• What are the best practices for scaling capital raising efforts efficiently and effectively?
• Learn how technology and automation can streamline operations for a growing IR team.
• Dive into the role data analytics plays in improving outreach and investor engagement.

Engaging and Retaining Investors

• Explore strategies for building long-term, meaningful relationships with investors.
• Understand the common pitfalls firms face in communicating with investors and how to avoid them.
• Learn how to tailor investor outreach to connect with different investor segments more effectively.

Fundraising Strategies & Market Trends

• Examine the changes in capital raising strategies over recent years.
• Understand how macroeconomic factors like interest rates and market cycles impact fundraising efforts.
• Get ahead of the curve by identifying trends shaping the future of investor relations in private equity and real estate.

Final Insights

• If starting an IR team from scratch, what steps should you take first?
• What advice do experts have for firms struggling to scale their capital raising operations?
• How can smaller firms compete with larger institutions in attracting and retaining investors?

This session is packed with actionable insights to help your IR team scale successfully, enhance investor engagement, and stay ahead in a competitive market.

In this powerhouse episode of Wealth Unfiltered, we’re cutting through the noise to bring you expert real estate insights that matter. Samantha and Chris Parrinello sit down with Spencer Levy, a top strategist at CBRE, to break down the latest economic trends shaping the real estate market in 2025.

🔹 Market Outlook & Economic Trends – How will inflation, interest rates, and global economic shifts impact real estate investments?
🔹 Winning Investment Strategies – Which asset classes thrive in uncertainty, and how can investors time the market effectively?
🔹 Multifamily Insights – Why is multifamily real estate considered recession-resistant, and which emerging markets hold the most potential?
🔹 Risk & Mitigation – What are the biggest threats investors face today, and how can they stay ahead of rising costs and supply chain disruptions?
🔹 Actionable Takeaways – The #1 mistake investors make during economic shifts—and how you can avoid it.

If you’re looking to make smarter investment decisions in a shifting market, this episode is packed with the insights you need. Don’t miss it!

🎧 Listen now on your favorite podcast platform.

In this episode, we’re joined by tax strategy expert Brandon Hall, who shares his invaluable insights into how high-income earners and investors can optimize their tax strategies for wealth building. Brandon discusses the most common tax mistakes investors make, along with actionable tips on how real estate investors can leverage tools like bonus depreciation and cost segregation to maximize their returns.

We dive deep into advanced tax strategies for accredited investors, covering everything from tax-saving techniques for business owners and high-net-worth individuals to navigating the complexities of UBIT (Unrelated Business Income Tax). Brandon also explores how successful investors transition from active to passive portfolios, maximizing tax arbitrage opportunities along the way.

Whether you’re a real estate investor, business owner, or simply looking to level up your financial strategy, this episode is packed with expert advice you won’t want to miss. Tune in for a masterclass on how to strategically reduce your tax liability and accelerate your wealth!

In this episode of Wealth Unfiltered we dive deep into the macro and micro trends shaping the multifamily investment landscape in 2025. Join us as we explore how key economic factors—such as interest rates, inflation, and GDP growth—are influencing multifamily opportunities, and how recent rate cuts will impact investor sentiment and financing. We’ll also examine the shortage of multifamily starts over the past few years and what it means for the next five years in real estate.

Demographic shifts, such as urban migration and generational preferences, are driving demand for multifamily housing in certain regions. We’ll identify which cities are poised for growth and how these shifts could shape the sector in the near future. We’ll also explore the global impact of international capital flowing into U.S. real estate and its influence on the multifamily sector.

When it comes to investment strategies, we’ll break down the debate between value-add opportunities versus new developments. With factors like cap rate compression and rent growth forecasts at play, you’ll gain valuable insights on how to optimize returns. Sustainability and ESG initiatives are also becoming increasingly important in multifamily investments—find out how these trends are affecting ROI.

We also cover the risks facing multifamily investors in 2025, including economic volatility and regulatory changes, and explore how technology is transforming property management and enhancing tenant experiences through PropTech innovations.

Tune in for expert insights and actionable strategies to navigate the multifamily investment space in 2025, and hear the one piece of advice that could shape your investment strategy this year.

Join host Samantha alongside resident guest Chris and multifamily expert Michael Holman as they delve into why multifamily developments consistently shine as a top-tier investment in today’s dynamic market.

Why Multifamily?
Michael breaks down why multifamily properties are often seen as recession-resistant, maintaining strong demand even during economic downturns. Discover how these developments offer unmatched stability and scalability, with real-world examples from Michael illustrating the power of multifamily investments.

Key Advantages of Multifamily Developments
Explore the unique benefits of multifamily properties, including how they stack up against other asset classes like acquisitions. Michael explains why new developments often deliver better ROI and what trends—like population growth and migration patterns—are driving their success, particularly in Sunbelt markets.

Market Trends and Performance
Get insider insights from Michael on current market trends, supply and demand challenges, and how these factors impact investor returns. Learn why Sunbelt regions are hotspots for multifamily development and what makes these areas so attractive to savvy investors.

Strategies for Maximizing ROI
Michael shares crucial ROI metrics every investor should watch and reveals powerful value-add strategies that significantly boost returns. Plus, dive into the rising trend of Build-to-Rent (BTR) communities and how they can elevate your investment strategy.

Challenges and Risk Mitigation
Uncover the common risks in multifamily investments and how to mitigate them. From rising interest rates to inflation, learn the strategies investors can adopt to protect their returns in changing economic climates.

Tax and Financial Benefits
Maximize your financial gains with insights on tax advantages like depreciation and cost segregation. Michael also breaks down how 1031 exchanges can help you defer taxes and reinvest gains into higher-performing properties.

Investor Insights and Takeaways
Michael wraps up with advice on avoiding common investor pitfalls and highlights why multifamily developments should be a cornerstone of any investment portfolio.

Call to Action
Want to dive deeper into Viking Capital’s latest multifamily development opportunity? Don’t miss our free webinar with Chris and Michael on January 8th—your gateway to unlocking the full potential of multifamily investments.

Tune in and elevate your wealth-building journey with the Why Multifamily? Podcast!

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

Top 10 Investment Mistakes & How to Avoid Them | Wealth Unfiltered by Viking Capital

Avoid the top 10 common investment mistakes that could sabotage your financial success! In this episode of Wealth Unfiltered, hosts Chris and Samantha Parrinello break down the biggest investing blunders, including lack of a solid plan, poor diversification, and ignoring tax implications. Tune in for expert advice on how to refine your investment strategy, balance your portfolio, and create a clear exit plan to ensure long-term financial growth.

Key Takeaways from This Episode:

• Develop a Clear Investment Plan: Learn why setting clear goals and a structured approach is crucial for success.
• Importance of Diversification: Understand why diversifying your investments is essential to managing risk and maximizing returns.
• Avoid Timing the Market: Discover why trying to time the market is a risky strategy and how consistency beats short-term gains.
• Risk Tolerance Matters: Learn how to assess and match your investments with your risk tolerance for better long-term stability.
• Chasing Performance Can Backfire: Find out why chasing after the latest hot investment trends can lead to costly mistakes.
• Tax Implications: Understand how ignoring tax strategies can reduce your returns and how to incorporate taxes into your investing decisions.
• Rebalance Your Portfolio: Get tips on how and why regularly rebalancing your portfolio can keep you on track for your financial goals.
• Create a Solid Exit Strategy: Learn why having a clear exit plan is essential for successful investing and how to decide when to sell, refinance, or hold.

Whether you’re just starting out or a seasoned investor, this episode will provide you with valuable insights to avoid costly mistakes and sharpen your financial strategy. Tune in and learn how to build wealth, create passive income, and succeed in multifamily syndication.

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