Offshoot: The Fident Capital Podcast

On this episode, Kevin chats with Shlomo Chopp, the Managing Partner of CASE, a distressed commercial real estate advisory and investment firm that runs about 90% advisory work and a small, highly selective book of opportunistic investments. Shlomo and his team are currently working on roughly 20 loans totaling more than $2 billion of debt, and he comes out of a family office with over 35 years of...

On this episode, Kevin chats with Aleks Gampel, co-founder of Cuby Technologies, a hardware and software company that's built a completely new type of home construction. With 243 people across three continents and a million engineering hours invested, Cuby has developed a mobile micro factory: a containerized, plug-and-play factory in a box that ships to any market and manufactures single-family h...

On this episode, Kevin chats with Derek Myron, Managing Partner of Centura Wealth Advisory, a San Diego-based registered investment advisor specializing in ultra-high-net-worth families. Since founding Centura in 2014, Derek and his team of 62 professionals have grown to $1.4 billion in assets under management. Derek walks us through how Centura has built a practice that goes well beyond tradition...

Kevin chats with Jay Rollins about his 40-year journey building and selling four companies, from RTC-era distressed acquisitions to growing JCR Capital to $1.6 billion in AUM before selling to Walker Dunlop in 2018. Now Jay's doing something different with Canopy Real Estate Partners—scouting real estate operators between 35 and 45 who've proven they can do deals but have never recruited instituti...

On this episode, Kevin chats with Mark Roppolo of HFS Capital Partners about operating in the space between family office and traditional fund. Mark explains how this structure allows HFS to maintain unusual discipline—sometimes doing just two deals a year when market conditions don't warrant more. The conversation covers their approach to sourcing deals exclusively through operating partners rath...

On this episode, Kevin chats with Tony Yousif, Executive Managing Director of SVN, about building a nationwide distressed real estate advisory platform through relationships rather than transactions. Tony shares his journey from working at a convenience store and borrowing from his now-wife's salary to survive, through 2.5 years of 100-hour weeks before his first $25,000 commission check. The conv...

On this episode, Kevin chats with Jeff Pensiero, founder of Baldface Lodge, a legendary backcountry snowcat skiing operation in British Columbia's Selkirk Range that many consider the pinnacle of snowboarding lodges. Jeff shares his 26-year journey starting with $40,000 borrowed off a stated-income mortgage, bootstrapping the operation from a canvas dome and single snowcat into a world-class facil...

On this episode, Kevin chats with Damien Farrell, founder of West Modular, a construction company manufacturing modular apartment buildings from a 210,000 square foot facility in Tijuana that can produce 1,500-2,000 apartments annually in half the time of conventional construction. Damien brings over $500MM in completed developments to the conversation, including three major hotels—Dream Hollywood...

On this episode, Kevin chats with Jack Cohen, Managing Director of ArrowMark Partners and founder of Dark Knight Ventures, a business consultancy focused on helping smart, creative salespeople become more successful. Jack shares his journey taking Cohen Financial from a single office with $200MM in annual loan production to 25 offices with $6B in annual production and a loan servicing portfolio ov...

On this episode, Kevin chats with Connor Mitchell, Managing Director at Cascadia Capital, the #2 independent investment bank in the nation, about selling founder-led businesses in the human capital and professional services sector. Connor works with companies valued between $100MM and $350MM, with 65% of Cascadia's business coming from family and founder-led companies. The conversation unpacks why...

On this episode, Kevin chats with Bill Vanderstraaten, President and founder of Chief Partners, a Dallas-based family office that invests LP equity into commercial real estate as part of the Trever Rees-Jones holdings. With a team of just 6 professionals typically investing $5MM to $15MM per deal, they manage about $1.2B across 80 assets with 30 GP operating partners and have built over 8MM square...

On this episode, Kevin chats with Jimmy Silverwood, president of Affirmed Housing Group, a San Diego-based affordable housing developer that's completed $2.8 billion in projects and created over 5,500 apartments across 70 communities since 1992. Jimmy shares his journey from growing up in the affordable housing business to working at Turner Construction, then joining Affirmed as an acquisitions an...

On this episode, Kevin chats with Josh Volen, Principal and Co-founder of CIRE Equity, an $890MM NAVREIT that functions like Blackstone's BREIT with market-to-market transparency and limited redemption. Josh shares his journey from becoming a top broker at Marcus & Millichap over 6 years to starting CIRE in 2010, funding acquisitions entirely through high net worth syndications until 2019 when...

On this episode, Kevin chats with Josh Volen, Principal and Co-founder of CIRE Equity, an $890MM NAVREIT that functions like Blackstone's BREIT with market-to-market transparency and limited redemption. Josh shares his journey from becoming a top broker at Marcus & Millichap over 6 years to starting CIRE in 2010, funding acquisitions entirely through high net worth syndications until 2019 when...

On this episode, Kevin chats with Jason Luker, Principal and Founder of Cardinal Group, a vertically integrated institutional asset manager and developer focused on student housing that's grown from a P.O. Box office and four founders in 2006 to 2,000 employees, 100,000 beds, and $2B in gross asset value under management. Jason shares the raw reality of launching with nothing but conviction, inclu...

On this episode, Kevin chats with Jason Luker, Principal and Founder of Cardinal Group, a vertically integrated institutional asset manager and developer focused on student housing that's grown from a P.O. Box office and four founders in 2006 to 2,000 employees, 100,000 beds, and $2B in gross asset value under management. Jason shares the raw reality of launching with nothing but conviction, inclu...

On this episode, Kevin chats with Tony Cardoza, Principal and Managing Director of Cityview, a vertically integrated institutional asset manager and multifamily developer based in LA. Tony brings over 20 years of real estate experience, previously helping acquire and develop 5,000 units for Real Estate Capital Partners and working in land and multifamily acquisitions at Prometheus. The conversatio...

On this episode, Kevin chats with Matt Beaudreau, co-founder of Apogee Strong, about disrupting education to reseed sovereignty and freedom. Matt founded his first school in California in 2017 and co-founded Apogee Strong with partner Tim Kennedy in 2021, going on to create mentorship programs for men, women, and teens, help launch over 100 K-12 campuses, and establish 2 non-profit foundations sup...

On this episode, Kevin chats with Matt Beaudreau, co-founder of Apogee Strong, about disrupting education to reseed sovereignty and freedom. Matt founded his first school in California in 2017 and co-founded Apogee Strong with partner Tim Kennedy in 2021, going on to create mentorship programs for men, women, and teens, help launch over 100 K-12 campuses, and establish 2 non-profit foundations sup...

On this episode, Kevin chats with Jim Griffin, Managing Director and Co-Founder of Derivative Logic, about how middle market operators can systematically analyze and manage cash flow risk through derivatives and hedging strategies. Jim brings experience trading interest rates, currency, and commodity derivatives for UBS, Wells Fargo, Wachovia, and Bank of Tokyo-Mitsubishi before starting Derivativ...

On this episode, Kevin chats with Jim Griffin, Managing Director and Co-Founder of Derivative Logic, about how middle market operators can systematically analyze and manage cash flow risk through derivatives and hedging strategies. Jim brings experience trading interest rates, currency, and commodity derivatives for UBS, Wells Fargo, Wachovia, and Bank of Tokyo-Mitsubishi before starting Derivativ...

On this episode, Kevin chats with Leo Simpser, Founder and head of LLJ Ventures, a private equity firm focused on real estate that he started in 2008. As part of three affiliated companies managing a collective $8B of high net worth and institutional capital, LLJ's 8-person team has delivered investors a 24% IRR and 2.3x multiple while remaining boutique and bespoke by design, employing one-off in...

On this episode, Kevin chats with Eric Naslund, Co-founder and Principal of Studio E, a 30-person San Diego-based architectural firm he started with his partners 37 years ago that works on housing, mixed-use, civic, institutional, and urban planning projects. The conversation explores the dichotomy between a practice-centered business and a business-centered practice, emphasizing the importance of...

On this episode, Kevin chats with Ben Miller, co-founder and CEO of Fundrise, about how he transitioned from being a "deal junky" from a real estate family to leading a tech-first company that prioritizes processes, specific market segments, and scalability over individual transactions. The conversation explores Fundrise's fundamental principle of prioritizing investor interests and their innovati...

On this episode, Kevin chats with Sarah about how she entered her family business through circumstance rather than design and became a powerhouse in commercial real estate, leading Monarch Group's team of 14 that punches way above its weight. The conversation explores the family adversity that brought her into the business and navigating that bittersweet time, Monarch's mandate to get every deal r...