Why Most AI Automation Projects Fail in Title Insurance

How to Access Private Real Estate Deals Without Being Rich

🚀 What if the most profitable real estate opportunities were never meant for everyday investors to see? In this episode of Real Estate Roundtable, host Lancelot Lenard sits down with Mor Milo, Co-Founder of Relly, to uncover the hidden world of private real estate syndications, institutional-grade investments, and the future of fractional ownership. Mor shares how traditional private real estate deals have historically been reserved for accredited investors and insiders, while most people were limited to rental properties and REITs. He explains how technology, regulatory changes, and platforms like Relly are opening the door to broader participation in institutional-quality real estate opportunities with lower investment minimums and greater transparency. Whether you're an investor, developer, or simply curious about the future of wealth-building through real estate, this episode provides valuable insights into the next evolution of real estate capital markets. 🎧 Hosted by: Lancelot Lenard 👤 Guest:🏡 Mor Milo – Co-Founder of Relly Mor Milo is the Co-Founder of RELLY, a platform designed to democratize access to institutional-grade real estate investments. Inspired by his own experience as a non-accredited investor, Mor set out to break down the barriers that traditionally limited access to high-quality real estate deals. Together with co-founder Ross Steiner, he built RELLY to function as what he calls “the stock market of real estate,” giving investors a way to discover, compare, and invest in real estate opportunities with greater transparency and lower minimums. 💡 What You'll Learn: ✔️ How private real estate syndications work ✔️ The difference between REITs, funds, and syndications ✔️ Why fractional ownership is transforming real estate investing ✔️ How developers can access new sources of capital ✔️ The future of democratized real estate investing 🎵 Whether you're an investor, developer, agent, or someone interested in building long-term wealth through real estate, this episode offers valuable insights into the evolving world of private investing. 💼 Connect with Mor Milo: 🌐 Website → https://relly.com [https://relly.com/] 📸 Instagram → https://www.instagram.com/investwithrelly [https://www.instagram.com/investwithrelly] 💼 LinkedIn → https://www.linkedin.com/company/relly [https://www.linkedin.com/company/relly] 🎙 Follow Lancelot Leonard – The Real Estate Round Table: 📘 Facebook → https://www.facebook.com/RealtorLancelot 📷 Instagram → https://www.instagram.com/thesirlancelotgroup/ 🔗 LinkedIn → https://www.linkedin.com/in/lancelot-lenard-10b5b873/ 🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below! 💎 Produced by Icons of Real Estate [https://iconsofrealestate.com/] - https://iconsofrealestate.com/ [https://iconsofrealestate.com/]

The Strategy behind Tax-Free Real Estate Income

🚀 Most real estate investors are overpaying on taxes without even realizing it. In this episode of Real Estate Roundtable, host Lancelot Lenard sits down with Brian Kiczula, founder of Cost Seg RX, to uncover one of real estate’s most powerful tax-saving strategies: cost segregation. Brian explains how investors can accelerate depreciation, maximize tax deductions, leverage bonus depreciation, and potentially save tens of thousands of dollars. Whether you own a single-family rental, Airbnb, multifamily property, or commercial real estate, this episode reveals strategies that can dramatically improve your investment returns. 🎧 Hosted by: Lancelot Lenard 👤 Guest:🏡 Brian Kiczula – Cost Segregation Specialist & Founder of Cost Seg RX Brian Kiczula is the founder of CostSegRx, a Sarasota-based firm specializing in cost segregation and real estate tax strategy. Since 2002, he has overseen thousands of cost segregation studies for properties ranging from single-family homes to large senior living facilities. An active member of the American Society of Cost Segregation Professionals, Brian also hosts The Real Estate Explainer podcast, where he breaks down complex tax and depreciation strategies for real estate investors. 💡 What You’ll Learn: ✔️ What cost segregation is and how it works ✔️ Why many investors overpay taxes every year ✔️ How bonus depreciation can create massive tax savings ✔️ The advantages of cost segregation for Airbnb and short-term rental owners ✔️ When cost segregation makes sense—and when it doesn’t ✔️ How look-back studies can recover missed depreciation ✔️ The connection between opportunity zones and tax strategy ✔️ Common misconceptions investors have about depreciation 🎵 Whether you're an investor, agent, or homebuyer, this episode offers valuable insights! 💼 Connect with Brian Kiczula: 🌐 Website → https://costsegrx.com [https://costsegrx.com/] 🔗 LinkedIn → https://www.linkedin.com/in/briankiczula 🎙 Follow Lancelot Leonard – The Real Estate Round Table: 📘 Facebook → https://www.facebook.com/RealtorLancelot 📷 Instagram → https://www.instagram.com/thesirlancelotgroup/ 🔗 LinkedIn → https://www.linkedin.com/in/lancelot-lenard-10b5b873/ 🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below! 💎 Produced by Icons of Real Estate [https://iconsofrealestate.com/] - https://iconsofrealestate.com/ [https://iconsofrealestate.com/]

How to Know When It's Time for Assisted Living

🚀 Deciding when a loved one should move into assisted living is one of the most emotional and challenging decisions a family can face. In this episode, Douglas Halperin, Founder of Elevated Estates, shares valuable insights into recognizing the early signs that senior living may be necessary, understanding the differences between independent living, assisted living, memory care, and skilled nursing, and navigating the often-confusing world of senior housing costs. Douglas also explains why affordable, high-quality assisted living is increasingly difficult to find, how his team transforms underperforming senior living facilities into thriving communities, and what families should look for when touring a facility. Whether you're planning ahead or facing an urgent decision, this episode provides practical guidance to help families make informed choices with confidence. 🎧 Hosted by: Lancelot Lenard 👤 Guest:🏡 Douglas Halperin – Founder, Elevated Estates Doug Halperin is the founder of Elevated Estates, a Florida-based assisted living operator focused on serving the middle market in senior care. He works on acquiring and improving underperforming facilities, implementing operational, cultural, and service enhancements to better support residents and staff. Doug focuses on building relationship-driven networks with healthcare providers and local partners to deliver accessible, high-quality senior living solutions. 💡 What You’ll Learn: ✔️ The early warning signs that indicate a loved one may need assisted living ✔️ Why families often wait too long to make senior care decisions ✔️ Hidden costs and pricing structures to watch for when evaluating facilities ✔️ How Medicaid and financial assistance programs can help cover senior living expenses ✔️ What separates high-quality communities from low-performing facilities ✔️ How Elevated Estates transforms struggling properties into thriving senior communities 🎵 Whether you're an investor, healthcare professional, caregiver, or family member planning for the future, this episode provides valuable insights into the senior living industry and the decisions that impact families every day. 💼 Connect with Douglas Halperin: 📘 Facebook → https://www.facebook.com/elevatedestatesnpr/ 🔗 LinkedIn → https://www.linkedin.com/in/douglashalperin 🎙 Follow Lancelot Leonard – The Real Estate Round Table: 📘 Facebook → https://www.facebook.com/RealtorLancelot 📷 Instagram → https://www.instagram.com/thesirlancelotgroup/ 🔗 LinkedIn → https://www.linkedin.com/in/lancelot-lenard-10b5b873/ 🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below! 💎 Produced by Icons of Real Estate [https://iconsofrealestate.com/] - https://iconsofrealestate.com/ [https://iconsofrealestate.com/]

The Overlooked Real Estate Strategy That's Beating the Market

🚀 In this episode of Real Estate Roundtable, host Lancelot Lenard sits down with Will Harvey, Founder of Harvey Capital, to explore six distinct real estate investment strategies. From hard money lending and house flipping to hospitality assets, seller-financed notes, multifamily syndications, and uncovering hidden valuation gaps between public and private real estate markets, Will shares the lessons, wins, mistakes, and opportunities that have shaped his investing career. 🎧 Hosted by: Lancelot Lenard 👤 Guest:🏡 Will Harvey – Founder & Principal, Harvey Capital Will Harvey III is the founder and managing partner of Harvey Capital, where he manages real estate investment funds focused on growth and income strategies. With over a decade of experience as both a limited and general partner, he has built and operates private lending and real estate investment platforms, bringing a hands-on approach to capital allocation and fund management. 💡 What You’ll Learn: ✔️ How Will Harvey built experience across six real estate investment verticals ✔️ The three most important factors when underwriting hard money loans ✔️ Why hospitality assets require a completely different mindset ✔️ The hidden opportunities between public and private real estate markets ✔️ Why patience and discipline outperform chasing home-run deals ✔️ How AI may transform the future of real estate investing 🎵 Whether you're an investor, agent, lender, or entrepreneur, this episode offers valuable insights into finding opportunities across multiple sectors of real estate. 💼 Connect with Will Harvey: 🌐 Website → https://harvey-capital.com/ 𝕏   Twitter → https://x.com/WHarvey1993 [https://x.com/WHarvey1993] 🔗 LinkedIn → https://www.linkedin.com/in/will-harvey-8751503b8/ 🎙 Follow Lancelot Leonard – The Real Estate Round Table: 📘 Facebook → https://www.facebook.com/RealtorLancelot 📷 Instagram → https://www.instagram.com/thesirlancelotgroup/ 🔗 LinkedIn → https://www.linkedin.com/in/lancelot-lenard-10b5b873/ 🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below! 💎 Produced by Icons of Real Estate [https://iconsofrealestate.com/] - https://iconsofrealestate.com/ [https://iconsofrealestate.com/]

Why Most AI Automation Projects Fail in Title Insurance

🚀 Is AI replacing jobs in title and mortgage, or making teams more productive than ever? In this episode of The Real Estate Roundtable, Jimmy Lewis, founder of True Focus Automation, breaks down the reality behind automation, robotic process automation (RPA), and AI in the real estate industry. With over 20 years of experience in mortgage and title operations, Jimmy shares how automation is helping companies reduce repetitive work, improve efficiency, increase profitability, and support teams—not replace them. 🎧 Hosted by: Lancelot Lenard 👤 Guest:🏡 Jimmy Lewis – Founder of True Focus Automation Jimmy Lewis is the founder of TrueFocus Automation, bringing over 20 years of operational experience in the title insurance industry combined with hands-on expertise in AI and RPA development. Since launching TrueFocus in 2018, he has led the deployment of 760+ bots supporting more than 2,400 automated tasks across title, mortgage, appraisal, and insurance operations, building automation solutions grounded in real-world operational insight. 💡 What You’ll Learn: ✔️ Why most automation vendors fail in title & mortgage ✔️ The difference between AI and RPA automation ✔️ How bots improve productivity without replacing employees ✔️ The biggest automation myths in real estate operations ✔️ How automation improves morale, speed, and profitability ✔️ Why title search automation is the biggest opportunity in 2026 🎵 Whether you're an investor, agent, lender, title professional, or automation enthusiast, this episode offers valuable insights! 💼 Connect with Jimmy Lewis: 🌐 Website → https://truefocusautomation.com/ 🔗 LinkedIn →https://www.linkedin.com/in/jimmylewisdfw/ 🎙 Follow Lancelot Leonard – The Real Estate Round Table: 📘 Facebook → https://www.facebook.com/RealtorLancelot 📷 Instagram → https://www.instagram.com/thesirlancelotgroup/ 🔗 LinkedIn → https://www.linkedin.com/in/lancelot-lenard-10b5b873 🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below! 💎 Produced by Icons of Real Estate [https://iconsofrealestate.com/] - https://iconsofrealestate.com/ [https://iconsofrealestate.com/]