Welcome back to The Cashflow Project! In this episode, we’re joined by Patrick Grimes—founder of Passive Investing Mastery, Amazon bestselling author, and Forbes Council contributor. Patrick shares his journey from robotics engineering to building a highly diversified portfolio across real estate, energy, litigation finance, commercial lending, and other alternative investments.

Patrick explains why true diversification goes beyond stocks and real estate, and how sophisticated investors reduce risk through non-correlated assets in industries like medical and legal services. He breaks down his process-driven investment philosophy and highlights lesser-known opportunities most investors overlook.

Whether you’re a high-earning professional, W2 employee, or investor looking to future-proof your wealth, this episode offers practical insights into alternative investing and building resilience in any market cycle.

Tune in to learn how to grow and protect your wealth—even during economic uncertainty.

[00:00] "From Tech to Real Estate"

[04:24] "From Lockdown to Lanikai"

[08:08] "True Non-Correlated Alternatives Explained"

[12:13] "Investing Education and Accessibility"

[13:29] "Exploring Alternative Investment Opportunities"

[16:03] Legal Funding: Risk and Reward

[22:09] "Overcoming Analysis Paralysis"

[23:00] "Cross-Functional Team Collaboration"

[27:44] "Sharing Insights Through Education"

[29:27] "Legacy, Time, and Fire Round"

[33:54] "Lessons in Balance and Diversification"

[37:07] "New Medical & Investing Opportunities"

[39:55] "Join, Connect, Like & Share"

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Welcome to The Cashflow Project podcast! In this episode, we sit down with Mark Khuri, co-founder of SMK Capital Management and a real estate investor with over 20 years of experience. Mark shares his journey from managing his father’s apartment buildings to building a diversified portfolio that includes single-family homes, multifamily, mobile home parks, and self-storage.

We dive into key lessons from multiple market cycles, the transition from residential to commercial real estate, and why diversification and strong partnerships matter more than ever. Mark also breaks down current market trends, bonus depreciation, and how interest rates and supply-and-demand shifts are creating new opportunities.

Whether you’re just getting started or scaling your portfolio, this episode delivers practical insights on managing risk, growing wealth, and navigating today’s evolving real estate landscape.

[00:00] "From W2 to Real Estate"

[04:10] From Rental to Investment Scaling

[08:07] "Investing in Passive Real Estate"

[10:38] "Focused Investment for Lower Risk"

[15:14] Challenges in Building Mobile Home Parks

[17:20] Investing in Mobile Home Parks

[22:43] Restoration of 100% Bonus Depreciation

[24:35] "Tax Incentives Fuel Private Investment"

[26:58] "Commercial Real Estate Prices Rebound"

[30:51] "Market Trends Amid Uncertainty"

[36:05] "Clear Communication is Critical"

[38:33] "Start Investing: Visit SMKCap"

[40:36] "Investing & Networking Opportunities"

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Welcome back to The Cashflow Project!

In this episode, we’re joined by Marcy Sagel, founder and principal of MSA Interiors, a leading commercial interior design firm specializing in multifamily, student housing, senior living, and affordable housing projects nationwide.

With over 25 years of experience, Marcy shares her journey from discovering design as a teenager to building a successful firm through multiple market cycles. We dive into the role of design in real estate, the importance of mentorship and adaptability, and how diversification and thoughtful planning lead to long-term success.

Whether you’re an investor, entrepreneur, or passionate about real estate and design, this episode is full of insight and inspiration.

[00:00] "Design Journey and Insights"

[04:55] "Efficient Project Documentation Tips"

[09:55] "Reflections on Construction Projects"

[12:55] "Impactful Project Visualization Tactics"

[16:06] "Outdoor Space Design Insights"

[20:09] Space Planning for Long-Term Durability

[20:56] Long-Term Project Functionality Planning

[24:51] Development Delays and Partnerships

[30:01] Geographic and Strategy Diversification

[32:22] "Lesson Learned Through Diversification"

[35:11] "Entrepreneurship and Importance of Community"

[37:14] Adaptable Strategies for Entrepreneurs

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