Episodios

  • The Man Who Built Florida: Henry Flagler's $3 Billion Railroad to Paradise
    Jul 29 2025

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    In 1885, Florida was nothing but swamps and mosquitoes. By 1915, it was America's winter playground. One man made that transformation happen: Henry Flagler.

    This is the story of the most audacious real estate development project in American history - how a 55-year-old Standard Oil co-founder spent $100 million building a 400-mile railroad through impossible terrain to create an entire state's economy.

    In this episode, you'll discover:

    • How Flagler used vertical integration to control every piece of the value chain
    • Why he built luxury hotels as "marketing" for land development
    • The engineering marvel of his Key West railroad extension over 128 miles of ocean
    • How one man created the $100 billion Florida tourism industry from nothing
    • Modern parallels to Disney, Musk, and Amazon's infrastructure strategies

    Key Lessons:

    • Infrastructure creates land value, not the other way around
    • Think in decades, not years, for generational wealth
    • Create markets instead of competing in existing ones
    • Vertical integration amplifies returns across the entire value chain

    Whether you're a real estate investor, entrepreneur, or student of business history, Flagler's story reveals timeless principles about vision, patience, and the power of thinking impossibly big.

    Think Well. Act Wisely. Build Something Timeless.

    Subscribe to the Timeless Investor Newsletter for our long-form content.

    Follow the Timeless Investor Show if you want to hear more of our podcast content.

    Get your own copy of Timeless Wealth: Real Estate Through the Ages.

    If you want to learn about new investment opportunities through Lombard Equities Group (accredited investors only), please reach out here.

    Think Well. Act Wisely. Build Something Timeless.

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    25 m
  • 53 Years. 2,000 Units. 0 Blowups. Ron Danz on Real Estate That Lasts
    Jul 21 2025

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    Ron Danz never set out to be a podcast guest. He just quietly built one of the most resilient real estate portfolios in the Pacific Northwest.

    Starting with $500 down on a beat-up house near the University of Washington, Ron spent the next 53 years methodically acquiring 2,000+ apartment units and 400,000 square feet of commercial real estate—without ever blowing up.

    In his first-ever podcast interview, he shares the timeless lessons that helped him survive six major real estate cycles, from the Boeing Bust to the Volcker Fed to the Great Recession.

    Inside this episode:

    • Why Ron never took as much debt as the bank would offer
    • His "tortoise strategy" for building generational wealth
    • What actually kills most real estate investors (hint: it’s not leverage alone)
    • The simple 3-question test he asks before every major deal
    • How he built an in-house management company to control outcomes

    If you're tired of hype, debt-fueled scaling, and Instagram gurus promising quick riches—this conversation is your antidote.

    📚 Mentioned: Timeless Wealth by Arie Van Gemeren, The Slight Edge by Jeff Olson

    Subscribe to the Timeless Investor Newsletter for our long-form content.

    Follow the Timeless Investor Show if you want to hear more of our podcast content.

    Get your own copy of Timeless Wealth: Real Estate Through the Ages.

    If you want to learn about new investment opportunities through Lombard Equities Group (accredited investors only), please reach out here.

    Think Well. Act Wisely. Build Something Timeless.

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    50 m
  • Andrew Carnegie: From $1.20 a Week to $15 Billion - The Steel Baron's Blueprint for Operational Excellence
    Jul 14 2025

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    $1.20 a week → $480 million exit. How did a 13-year-old Scottish immigrant become one of the richest men in history?

    In this deep dive into Andrew Carnegie's life, we uncover the four timeless principles that built the largest steel empire in the world—and why they're more relevant than ever for real estate investors.

    What You'll Learn:

    🔍 Information Arbitrage: How Carnegie turned telegraph operator insights into massive investment wins (including a $217 investment that generated $5,000 annually)

    ⚙️ Cost Control Obsession: The revolutionary systems Carnegie used to track every penny—including weighing scales at every point in his mills and daily cost reports sent across oceans

    📉 Counter-Cyclical Genius: How Carnegie built his first steel mill during the Panic of 1873 while 89 railroads went bankrupt around him

    🏗️ Vertical Integration: Why Carnegie owned everything from iron mines to railroads—and how this applies to modern real estate

    The Uncomfortable Truth: Everything Carnegie did is "anti-scale" by today's standards. He stayed in operational details even as a multi-millionaire. But if it built a $15 billion empire, maybe we're thinking about scale wrong.

    Real Estate Applications:

    • Why your information network matters more than your spreadsheets
    • The laundry contract ripoff costing you $6,000+ annually
    • Why most investors delegate operations too early (and lose fortunes doing it)
    • How to build cash reserves for counter-cyclical investing

    This isn't just a history lesson—it's a masterclass in operational excellence that applies directly to building wealth through real estate today.

    Key Quote: "Cut the prices, scoop the market, watch the costs and the profits will take care of themselves." - Andrew Carnegie

    Subscribe to the Timeless Investor Newsletter for our long-form content.

    Follow the Timeless Investor Show if you want to hear more of our podcast content.

    Get your own copy of Timeless Wealth: Real Estate Through the Ages.

    If you want to learn about new investment opportunities through Lombard Equities Group (accredited investors only), please reach out here.

    Think Well. Act Wisely. Build Something Timeless.

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    36 m
  • The Hidden Wealth Transfer: How Insurance Captives Control the Game
    Jul 7 2025

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    Most real estate investors think insurance is just a cost of doing business. They're wrong.

    Insurance is the ultimate wealth transfer mechanism—and most of us are on the losing side.

    In this episode, I sit down with Tony DeFede from Union Risk to uncover how captive insurance programs work, why Warren Buffett has used them for decades, and how real estate investors can flip the script from paying premiums to collecting them.

    What You'll Learn:

    • Why insurance premiums have exploded 2-3x (and who's profiting)
    • How captive insurance creates a new asset class you actually own
    • The tax advantages that can save you hundreds of thousands annually
    • Why the minimum $250K premium requirement might be worth it
    • How to participate in the wealth transfer instead of funding it

    Key Insights:

    • The Lloyd's of London model that's been working for 337 years
    • How Berkshire Hathaway turns your premiums into their investment profits
    • Why the current hard insurance market is creating massive opportunities
    • The real reason major carriers are "exiting" markets (spoiler: they're not losing money)

    This isn't about saving money on insurance. It's about understanding how the wealthiest families have been quietly building empires through risk management for centuries.

    For serious real estate investors and business owners who want to stop funding other people's wealth and start building their own systems of control.

    The Timeless Investor Show explores the principles of building, preserving, and passing down real wealth across generations. Hosted by Arie van Gemeren, founder of Lombard Equities Group.

    This episode pairs perfectly with our historical series on wealth transfer mechanisms. History doesn't repeat, but it rhymes—and the patterns are all there if you know where to look.

    Subscribe to the Timeless Investor Newsletter for our long-form content.

    Follow the Timeless Investor Show if you want to hear more of our podcast content.

    Get your own copy of Timeless Wealth: Real Estate Through the Ages.

    If you want to learn about new investment opportunities through Lombard Equities Group (accredited investors only), please reach out here.

    Think Well. Act Wisely. Build Something Timeless.

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    41 m
  • Blood, Marble & Rent Rolls: How the Medici Built History's First Real Estate Empire
    Jun 30 2025

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    Picture this: April 26th, 1478. Florence Cathedral. Lorenzo de' Medici is attending Easter Mass when assassins strike. Knives flash. Blood splatters across marble floors. His brother falls dead. Lorenzo barely escapes with his life.

    But here's what's fascinating about this moment—the assassins weren't just trying to kill two men. They were trying to destroy what might be the most successful investment empire in human history.

    In this episode, I take you inside the original family office. We're going inside the Medici Method—how a wool merchant named Giovanni de' Medici built a real estate empire using strategies that work just as well in today's markets as they did 600 years ago.

    What you'll discover:

    • Why the Medici weren't just bankers—they were history's first international property empire builders
    • How Giovanni used "information advantage + strategic asset accumulation" to create compounding wealth
    • The revolutionary accounting system that gave them precision their competitors couldn't match
    • Why Lorenzo survived financial collapse when other banking dynasties disappeared forever
    • How strategic real estate ownership creates political influence (and more investment opportunities)
    • The timeless lesson that saved the Medici: "You can't eat a stock certificate, but you can always collect rent on a building"

    Modern applications for today's investors:

    • Geographic diversification with local knowledge (not speculation)
    • Why real estate isn't just about cash flow—it's about influence and optionality
    • How cultural amenities and infrastructure improvements drive property values
    • The difference between using leverage as a tool vs. a strategy
    • Building systems that create generational wealth, not just annual returns

    This isn't just a history lesson—it's a masterclass in building wealth that endures across centuries. From Renaissance Florence to modern America, the principles don't change. Real assets beat paper assets. Strategic positioning beats speculation. And long-term thinking beats short-term optimization.

    The Medici figured this out 600 years ago. Their methods are just as relevant today.

    If you're serious about building real wealth, this episode will change how you think about real estate investing forever.

    Subscribe to the Timeless Investor Newsletter for our long-form content.

    Follow the Timeless Investor Show if you want to hear more of our podcast content.

    Get your own copy of Timeless Wealth: Real Estate Through the Ages.

    If you want to learn about new investment opportunities through Lombard Equities Group (accredited investors only), please reach out here.

    Think Well. Act Wisely. Build Something Timeless.

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    31 m
  • America's Monetary Dictator: How Paul Volcker Saved an Empire
    Jun 23 2025

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    When empires face their greatest test, they need leaders willing to be hated for doing what's right.

    In 1979, America stood at the crossroads every dying empire faces: destroy the economy to save the currency, or destroy the currency to save the economy. Nixon had already chosen poorly in 1971. By 1979, 13% inflation was bleeding American credibility worldwide.

    Enter Paul Volcker—6'7" of unelected, unaccountable monetary discipline.

    In this episode, we explore how one man's willingness to inflict maximum pain on the present preserved the American empire for another generation. From Carter's "malaise" to the Saturday Night Massacre that sent Fed funds to 20%, this is the story of leadership when democracy fails.

    What You'll Learn:

    • Why Nixon really closed the gold window (hint: Vietnam + welfare state)
    • How Volcker became America's monetary dictator—and why it worked
    • The ancient Roman concept of emergency leadership that saved republics
    • The "Volcker Test" for your investment portfolio
    • Why we probably won't get another Volcker (and what that means for your wealth)

    From wooden planks mailed in protest to the longest peacetime expansion in history—this is empire preservation in real time.

    Perfect for: Real estate investors, students of monetary history, and anyone wondering if democracies can still make hard choices.

    Key Question: Do empires need philosopher-kings to survive? And what happens when they can't find them?

    Resources Mentioned:

    • Charles de Gaulle's "exorbitant privilege" critique
    • Carter's July 1979 "malaise" speech
    • Vietnam War financing and the gold standard
    • Roman concept of emergency dictators

    #TimelessInvestor #PaulVolcker #MonetaryPolicy #EmpireHistory #RealEstateInvesting #FederalReserve #InflationHistory

    Subscribe to the Timeless Investor Newsletter for our long-form content.

    Follow the Timeless Investor Show if you want to hear more of our podcast content.

    Get your own copy of Timeless Wealth: Real Estate Through the Ages.

    If you want to learn about new investment opportunities through Lombard Equities Group (accredited investors only), please reach out here.

    Think Well. Act Wisely. Build Something Timeless.

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    23 m
  • Marcus Crassus: From Bankruptcy to Billions Through Ancient Real Estate
    Jun 16 2025

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    The year is 53 BC. In a Parthian tent, molten gold burns down the throat of Rome's richest man. Marcus Crassus - worth $2+ billion in today's money - dies choking on the very metal that made him famous.

    But how did a man who lost everything in Rome's civil wars become the ancient world's greatest real estate mogul? And what can his strategies teach modern investors about building generational wealth?

    In this episode, I dive deep into Crassus's playbook:

    • How he turned political chaos into real estate gold during Sulla's proscriptions
    • The legendary fire brigade business model that built his empire
    • Why he focused on cash flow over appreciation (sound familiar?)
    • The fatal mistake that destroyed everything he'd built

    You'll learn timeless principles that still work today: buying from motivated sellers, vertical integration, patient capital, and why staying in your lane matters more than chasing headlines.

    This isn't just ancient history - it's a masterclass in real estate investing from the man who owned 1/3 of Rome.

    Perfect for real estate investors, entrepreneurs, and anyone who believes that understanding the past is the key to building the future.

    Subscribe to the Timeless Investor Newsletter for our long-form content.

    Follow the Timeless Investor Show if you want to hear more of our podcast content.

    Get your own copy of Timeless Wealth: Real Estate Through the Ages.

    If you want to learn about new investment opportunities through Lombard Equities Group (accredited investors only), please reach out here.

    Think Well. Act Wisely. Build Something Timeless.

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    34 m
  • The $15 Billion Marriage: How One Family Built a 345-Year Real Estate Dynasty
    Jun 9 2025

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    What if one strategic decision in 1677 could create $15 billion in wealth that lasts 345 years?

    In this episode, Arie tells the incredible story of the Grosvenor family - the British dynasty that survived the Great Fire of London, two World Wars, multiple market crashes, and Brexit while building one of the world's largest real estate empires.

    It all started with Thomas Grosvenor's marriage to 12-year-old Mary Davies and her "worthless" 500 acres of London swampland. While everyone else saw marshes, Thomas saw the future of London. His decision to hold instead of flip created a dynasty that still owns Mayfair and Belgravia today.

    In This Episode, You'll Discover:

    • The 99-year lease strategy that generated 300+ years of passive income
    • Why the Grosvenors NEVER sell their core assets (and how this applies to your portfolio)
    • How they survived German bombs, death taxes, and economic crashes
    • The 6 timeless principles that built their $15 billion empire
    • Why focusing on tenant quality beats chasing maximum rents
    • How to think like a dynasty builder instead of a property trader

    Key Takeaways:

    • Location timing: Buy in the path of progress, then wait for progress to come to you
    • Never sell core assets - the Grosvenors haven't sold a London property in 345 years
    • Income first, appreciation second - those 1720s ground rents still pay today
    • Quality tenants create quality assets
    • Think in decades, not years
    • Geographic diversification with strategic consistency

    Whether you're buying your first duplex or building a multi-million dollar portfolio, the Grosvenor principles of patient capital and generational thinking will change how you approach real estate investing.

    Plus: Arie shares personal stories about chasing maximum rents vs. tenant quality, raising kids to preserve wealth, and why time is your greatest investment asset.

    Think well, act wisely, and build something timeless.

    Subscribe to the Timeless Investor Newsletter for our long-form content.

    Follow the Timeless Investor Show if you want to hear more of our podcast content.

    Get your own copy of Timeless Wealth: Real Estate Through the Ages.

    If you want to learn about new investment opportunities through Lombard Equities Group (accredited investors only), please reach out here.

    Think Well. Act Wisely. Build Something Timeless.

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    23 m