Beyond the Deal

Raising Capital, Managing Risk, and Scaling Teams: Lessons From 5 Years in Real Estate Syndication

This episode is a best-of compilation featuring our favorite conversations and lessons from past episodes recorded on the golf course. Over five years of building and scaling a real estate syndication business, these moments capture the insights that mattered most. We cover why you should always be raising capital, how our investor marketing evolved from word of mouth to CRMs, ads, and automation, and what actually matters when building long-term investor relationships. We also dive into underwriting discipline, debt strategy, and managing risk in a volatile interest rate environment. Beyond the numbers, this compilation focuses heavily on people, including partnerships, accountability, systems and culture, leadership as organizations scale, keeping teams motivated without relying solely on money, and why communication with investors and tenants ultimately drives performance. This best-of episode brings together the lessons, mistakes, and mindset shifts that shaped how we operate today, all captured during conversations on the golf course. 👇 Want the exact system I used to raise $20M+? Get the Capital Raising Blueprint here: https://capitalraisingpro.com/course [https://capitalraisingpro.com/course] Follow the Host – Michael Wagman: 🔗 LinkedIn: https://www.linkedin.com/in/michaelwagman/ [https://www.linkedin.com/in/michaelwagman/] 🔗 Instagram: https://www.instagram.com/nimble_capital_group/ [https://www.instagram.com/nimble_capital_group/] 🔗 Website: https://nimblecapitalgroup.com/ [https://nimblecapitalgroup.com/] Follow the Guest – Mike Angelo 🔗 LinkedIn: https://www.linkedin.com/in/mikeaangelo/ [https://www.linkedin.com/in/mikeaangelo/] Interested in learning how to raise capital and scale your business to build a lifestyle around freedom? 👉 Schedule a call today and let's find out if you're a good fit for mentorship: https://calendly.com/mwagman/capital-coaching-exploration [https://calendly.com/mwagman/capital-coaching-exploration] 👉 Want access to a private community of golfers, entrepreneurs, and business builders? Apply for a private invitation to The Country Club and The Circle Syndicate here: https://api.leadconnectorhq.com/widget/survey/NgnnI9AMVS54T8diDyAr [https://api.leadconnectorhq.com/widget/survey/NgnnI9AMVS54T8diDyAr]

Entrepreneur Health and Habits: How Fitness, Sleep and Routine Improve Business Performance

In this episode of Beyond the Deal, hosts Michael Wagman and Mike Angelo dive into a topic every entrepreneur struggles with: how your physical and mental health directly affects your business performance. Recorded on a sunny day at the golf course in Phoenix, they break down the habits, routines, and mindset shifts that helped them manage stress, stay focused, build discipline, and perform at their best in both life and business . From morning routines to sleep optimization, workout structures, and fighting entrepreneurial overwhelm, this episode brings practical, real world insights you can start applying today. 👇 Want the exact system I used to raise $20M+? Get the Capital Raising Blueprint here: https://capitalraisingpro.com/course [https://capitalraisingpro.com/course] What You’ll Learn in This Episode: How physical health impacts entrepreneurial performance and longevity Why stress pushed Mike toward entrepreneurship and how he rebuilt his lifestyle around health The morning habits that create clarity, focus, and momentum for the entire day How to sleep better as an entrepreneur and reset your stress levels at night Two different workout philosophies that both lead to peak performance How to stay disciplined even when you’re naturally distracted or overwhelmed The routines and daily structures that have the biggest ROI on mindset and productivity Follow the Host – Michael Wagman: 🔗 LinkedIn: https://www.linkedin.com/in/michaelwagman/ [https://www.linkedin.com/in/michaelwagman/] 🔗 Instagram: https://www.instagram.com/nimble_capital_group/ [https://www.instagram.com/nimble_capital_group/] 🔗 Website: https://nimblecapitalgroup.com/ [https://nimblecapitalgroup.com/] Follow the Guest – Mike Angelo 🔗 LinkedIn: https://www.linkedin.com/in/mikeaangelo/ [https://www.linkedin.com/in/mikeaangelo/] Interested in learning how to raise capital and scale your business to build a lifestyle around freedom? 👉 Schedule a call today and let's find out if you're a good fit for mentorship: https://calendly.com/mwagman/capital-coaching-exploration [https://calendly.com/mwagman/capital-coaching-exploration] 👉 Want access to a private community of golfers, entrepreneurs, and business builders? Apply for a private invitation to The Country Club and The Circle Syndicate here: https://api.leadconnectorhq.com/widget/survey/NgnnI9AMVS54T8diDyAr [https://api.leadconnectorhq.com/widget/survey/NgnnI9AMVS54T8diDyAr]

5 Years of Real Estate Syndication: Lessons, Mistakes, Capital Raising and Pivoting in Today’s Market

In this episode of Beyond the Deal, hosts Michael Wagman and Mike Angelo hit the course in Gilbert, Arizona to reflect on five years of real estate syndication — the wins, the mistakes, and the lessons that changed everything. They break down how their approach to raising capital, managing debt, choosing partners, and operating assets has evolved through market cycles, interest rate spikes, and shifting investor expectations. Whether you’re a new investor or a seasoned syndicator, this episode is packed with hard-earned wisdom from the front lines. 👉 Want access to a private community of golfers, entrepreneurs, and high level operators? Apply for a private invitation to The Country Club and The Circle Syndicate here: https://api.leadconnectorhq.com/widget/survey/NgnnI9AMVS54T8diDyAr [https://api.leadconnectorhq.com/widget/survey/NgnnI9AMVS54T8diDyAr] What You’ll Learn in This Episode: * Why they chose syndication over single-family investing * The biggest mistakes from their first few deals (and what they’d do differently) * How capital raising has evolved with marketing, CRMs, and AI * The right (and wrong) ways to structure debt in today’s market * What makes a great operating team and why onsite staff matters most# * How to vet partners and align on core values before signing a deal * The power of communication and transparency with investors * Why mindset, resilience, and consistency are the real keys to success * How their investment focus has shifted — from multifamily to boutique hotels and beyond 👇 Want the exact system I used to raise $20M+? Get the Capital Raising Blueprint here: https://capitalraisingpro.com/course [https://capitalraisingpro.com/course] Follow the Host – Michael Wagman: 🔗 LinkedIn: https://www.linkedin.com/in/michaelwagman/ [https://www.linkedin.com/in/michaelwagman/] 🔗 Instagram: https://www.instagram.com/nimble_capital_group/ [https://www.instagram.com/nimble_capital_group/] 🔗 Website: https://nimblecapitalgroup.com/ [https://nimblecapitalgroup.com/] Follow the Guest – Mike Angelo 🔗 LinkedIn:  https://www.linkedin.com/in/mikeaangelo/ [https://www.linkedin.com/in/mikeaangelo/] Interested in learning how to raise capital and scale your business to build a lifestyle around freedom? 👉 Schedule a call today and let's find out if you're a good fit for mentorship: https://calendly.com/mwagman/capital-coaching-exploration [https://calendly.com/mwagman/capital-coaching-exploration]

Beyond the Deal: Leadership, Accountability, Systems & Motivation

In this episode of Beyond the Deal, host Michael Wagman and his business partner Mike Angelo hit the course at Aguila Golf Club for another “9 Holes, 9 Questions” edition — this time diving deep into leadership, culture, and team building. Between drives and putts, they unpack what it really means to lead effectively, from hiring and accountability to systems, motivation, and communication in a post-COVID, remote-first world. Whether you run a small business, manage a team, or are scaling your own company, this episode is packed with real-world lessons on becoming a better leader. 👇 Want the exact system I used to raise $20M+? Get the Capital Raising Blueprint here: https://capitalraisingpro.com/course [https://capitalraisingpro.com/course] What You’ll Learn in This Episode: * The biggest myths about leadership (and what great leaders actually do) * How to balance accountability with freedom and autonomy * Why bad hires and poor value alignment can sink a team * How to use systems to strengthen — not replace — company culture * The importance of leading by example and showing vulnerability * Keeping your team motivated beyond money or titles How to build trust, culture, and connection in a fully remote world Follow the Host – Michael Wagman: 🔗 LinkedIn: https://www.linkedin.com/in/michaelwagman/ [https://www.linkedin.com/in/michaelwagman/] 🔗 Instagram: https://www.instagram.com/nimble_capital_group/ [https://www.instagram.com/nimble_capital_group/] 🔗 Website: https://nimblecapitalgroup.com/ [https://nimblecapitalgroup.com/] Follow the Guest – Mike Angelo 🔗 LinkedIn: https://www.linkedin.com/in/mikeaangelo/ [https://www.linkedin.com/in/mikeaangelo/] Interested in learning how to raise capital and scale your business to build a lifestyle around freedom? 👉 Schedule a call today and let's find out if you're a good fit for mentorship: https://calendly.com/mwagman/capital-coaching-exploration [https://calendly.com/mwagman/capital-coaching-exploration]

How James Bates and AdviNOW Medical Are Using AI to Revolutionize Healthcare

In this episode of Beyond the Deal, host Michael Wagman sits down with James Bates, founder and CEO of AdviNOW Medical, an AI-driven healthcare company optimizing how medical practices operate. James shares how AdviNOW uses advanced artificial intelligence to automate 70% of the administrative tasks doctors and staff handle, from data entry to documentation, freeing physicians to focus on what truly matters: patient care. From leading billion-dollar self-driving tech businesses to building one of the most advanced medical AI platforms in the world, James reveals his entrepreneurial journey, the challenges of launching before the AI boom, and how his company is reshaping the future of healthcare. 👇 Want the exact system I used to raise $20M+? Get the Capital Raising Blueprint here: https://capitalraisingpro.com/course [https://capitalraisingpro.com/course] What You’ll Learn in This Episode: * How AdviNOW Medical uses AI to automate and optimize healthcare practices * Why 70% of a doctor’s time is spent on non-medical tasks — and how AI solves it * How raising capital for a startup differs from raising for real estate * The potential for 100x returns in SaaS and AI-driven healthcare * Lessons from pivoting through COVID and adapting to market disruptions * Why AI adoption in healthcare is accelerating faster than ever * What resilience and innovation really look like when building a world-changing company Follow the Host – Michael Wagman: 🔗 LinkedIn: https://www.linkedin.com/in/michaelwagman/ [https://www.linkedin.com/in/michaelwagman/] 🔗 Instagram: https://www.instagram.com/nimble_capital_group/ [https://www.instagram.com/nimble_capital_group/] 🔗 Website: https://nimblecapitalgroup.com/ [https://www.instagram.com/nimble_capital_group/] Follow the Guest – James Bates 🔗 LinkedIn: https://www.linkedin.com/company/advinow-medical/ [https://www.linkedin.com/company/advinow-medical/] Interested in learning how to raise capital and scale your business to build a lifestyle around freedom? 👉 Schedule a call today and let's find out if you're a good fit for mentorship: https://calendly.com/mwagman/capital-coaching-exploration [https://calendly.com/mwagman/capital-coaching-exploration]