In this deep-dive episode of the Big Mike Fund Podcast, "Big Mike" Zlotnik sits down with Sean Ross, CEO of 1031X. With over 32 years of industry experience, Sean’s firm is one of the longest-standing boutique qualified intermediaries in the country. Sean brings a massive wealth of financial knowledge—ranging from M&A and currency trading to economics—to help investors navigate the complexities of 1031 exchanges.

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Get into the link to get instant access (before we take it down!): ➡️⏳ https://TempoFunding.com/ebook

📌 Learn our full investment playbook & connect: https://TempoFunding.com/Connect
🔑 Book your FREE strategy call to apply these conservative principles to your portfolio: https://TempoFunding.com/IRCall

Timestamps

🎙️ 0:00 - Intro: Mike Zlotnik Welcomes Sean Ross

🏛️ 0:43 - Sean’s Background: M&A, Economics, and 1031 Mastery

🌎 1:27 - Life Between Denver and Toronto: A Cross-Border Perspective

❄️ 2:56 - Comparing the Snow: Denver vs. Chicago vs. Toronto

📈 4:32 - Why Do Investors Use 1031 Exchanges?

💼 5:19 - Sean’s Path to CEO: Succession Planning in the 1031 Space

📜 6:10 - The History of Section 1031: From Cattle to Real Estate

🚀 7:14 - Strategic Flexibility: Active vs. Passive & Geographic Shifting

🏛️ 8:01 - Why You Can't Do a 1031 Alone: The Role of the QI

🏢 8:38 - Choosing Your Intermediary: Institutional vs. Boutique

⚖️ 9:36 - The "Lane" Rule: Legal Boundaries for 1031 Providers

💡 10:02 - Providing "Additional Value" Beyond Compliance

⚠️ 28:45 - What is Constructive Receipt? Avoiding Catastrophic Tax Errors

🛡️ 29:08 - Protecting Your Money: Wire Fraud and Secured Bank Accounts

Socials & Contact Links

Facebook: 📘 https://tempofunding.com/facebook
Twitter/X: ✖️ https://tempofunding.com/twitter
LinkedIn: 💼 https://tempofunding.com/linkedin
Instagram: 📸 https://www.instagram.com/tempofunding
Email: 📧 invest@tempofunding.com

*ABOUT US*
At Tempo Family of Funds & Syndications, we provide diversified, conservative commercial real estate investment opportunities tailored to meet the needs of busy investors. Our offerings include high depreciation deals, strong income funds for passive investors, and hard money loans. We manage everything from private lending to private equity and consulting. Our commitment to transparent communication, professional administration, and robust partnerships sets us apart. Our investment options span multifamily projects, self-storage, shopping plazas, industrial, hotel conversions, and more. We aim to be your go-to resource for institutional-quality investments that are tax-friendly and IRA-compatible.

#MikeZlotnik #1031Exchange

In this informative episode of the Big Mike Fund Podcast, "Big Mike" Zlotnik welcomes Owen Lynn from Advanta IRA. With a decade of experience at institutional giants like Merrill Lynch and TD Ameritrade, Owen now helps investors break free from the limitations of traditional brokerages by utilizing Self-Directed IRAs (SDIRAs).

Whether you are a brokerage leader looking to scale or a real estate investor tracking California's inventory shifts, this episode provides institutional-grade insights into the "Big Block" way of doing business.

STOP! Your free eBook is ready. 🎁🚀

Get into the link to get instant access (before we take it down!): ➡️⏳ https://TempoFunding.com/ebook

📌 Learn our full investment playbook & connect: https://TempoFunding.com/Connect
🔑 Book your FREE strategy call to apply these conservative principles to your portfolio: https://TempoFunding.com/IRCall

Timestamps

🎙️ 0:00 - Intro: Mike Zlotnik Welcomes Owen Lynn

🏛️ 0:19 - Owen’s Background: From Merrill Lynch to Advanta IRA

📈 3:06 - Why Florida is the New Hub for Finance & Wealth

💼 5:45 - The Limitation of Traditional Custodians (Merrill, TD, Scottrade)

🏘️ 10:12 - Investing in Alternatives: Real Estate, Notes, and Private Equity

⚖️ 15:30 - Understanding the "Self-Directed" Difference

📚 18:15 - Resources for SDIRA Research & Compliance

🏁 19:20 - How to Connect with Owen Lynn & Advanta IRA

Socials & Contact Links

Facebook: 📘 https://tempofunding.com/facebook
Twitter/X: ✖️ https://tempofunding.com/twitter
LinkedIn: 💼 https://tempofunding.com/linkedin
Instagram: 📸 https://www.instagram.com/tempofunding
Email: 📧 invest@tempofunding.com

*ABOUT US*
At Tempo Family of Funds & Syndications, we provide diversified, conservative commercial real estate investment opportunities tailored to meet the needs of busy investors. Our offerings include high depreciation deals, strong income funds for passive investors, and hard money loans. We manage everything from private lending to private equity and consulting. Our commitment to transparent communication, professional administration, and robust partnerships sets us apart. Our investment options span multifamily projects, self-storage, shopping plazas, industrial, hotel conversions, and more. We aim to be your go-to resource for institutional-quality investments that are tax-friendly and IRA-compatible.

#MikeZlotnik #OwenLynn #AdvantaIRA #SelfDirectedIRA #SDIRA #RealEstateInvesting #RetirementPlanning #TaxFreeWealth #AlternativeInvestments #BigMikeFund #WealthBuilding #401kRollover #FinancialFreedom #PassiveIncome #PrivateEquity #IRAInvesting

In this highly anticipated reunion on the Big Mike Fund Podcast, "Big Mike" Zlotnik welcomes back Tim Bratz for their first post-COVID deep dive into the state of commercial real estate. Tim, the founder of Legacy Wealth Holdings, shares how he scaled to over 4,000 units and why the "operational friction" of managing a massive portfolio led him to build a tech company.

Whether you are a brokerage leader looking to scale or a real estate investor tracking California's inventory shifts, this episode provides institutional-grade insights into the "Big Block" way of doing business.

STOP! Your free eBook is ready. 🎁🚀

Get into the link to get instant access (before we take it down!): ➡️⏳ https://TempoFunding.com/ebook

📌 Learn our full investment playbook & connect: https://TempoFunding.com/Connect
🔑 Book your FREE strategy call to apply these conservative principles to your portfolio: https://TempoFunding.com/IRCall

Timestamps

🎙️ 0:00 - Intro: Mike Zlotnik Welcomes Back Tim Bratz

🏢 0:52 - Scaling a 4,000+ Unit Multifamily Portfolio

🤖 1:30 - The Birth of Smart Management: Why Tech Was the Only Solution

📊 4:15 - Why Traditional "Legacy" Software is Killing Your NOI

🚀 10:45 - The Power of AI in Leasing, Marketing, and Communication

🏗️ 18:30 - Operating at Scale: Turning Problems into SOPs

📉 25:10 - Market Outlook: Finding Opportunities in High-Interest Cycles

🏁 29:24 - Conclusion: Radical Transparency in Property Operations

Socials & Contact Links

Facebook: 📘 https://tempofunding.com/facebook
Twitter/X: ✖️ https://tempofunding.com/twitter
LinkedIn: 💼 https://tempofunding.com/linkedin
Instagram: 📸 https://www.instagram.com/tempofunding
Email: 📧 invest@tempofunding.com

*ABOUT US*
At Tempo Family of Funds & Syndications, we provide diversified, conservative commercial real estate investment opportunities tailored to meet the needs of busy investors. Our offerings include high depreciation deals, strong income funds for passive investors, and hard money loans. We manage everything from private lending to private equity and consulting. Our commitment to transparent communication, professional administration, and robust partnerships sets us apart. Our investment options span multifamily projects, self-storage, shopping plazas, industrial, hotel conversions, and more. We aim to be your go-to resource for institutional-quality investments that are tax-friendly and IRA-compatible.

#MikeZlotnik #TimBratz #LegacyWealth #RealEstateInvesting #PropertyManagement #AIRealEstate #MultifamilyInvesting #SmartManagement #PropTech #PassiveIncome #WealthBuilding #BigMikeFund #CommercialRealestate #REI #AssetManagement