Inside Real Estate Tax Planning with Amanda Han & Matt MacFarland | Part 1 #950
2026-03-06 - 2026-03-12
In this episode, Joey Romero sits down with Matt MacFarland and Amanda Han of Keystone CPA to explore the tax strategies real estate investors need to know. From cost segregation and bonus depreciation to real estate professional status and the short-term rental loophole, the conversation breaks down complex tax concepts into practical insights. Matt and Amanda also share how they transitioned into working with real estate investors and why staying ahead of changing tax laws is critical for both CPAs and investors.
Amanda Han and Matthew MacFarland are CPAs and Managing Directors with more than two decades of experience in tax planning and advisory for real estate investors and high-net-worth individuals. Amanda, a UNLV graduate and seasoned real estate investor, is the author of several bestselling tax strategy books and has shared her expertise on platforms including Money Magazine, Google Talks, and CNBC. Matt, who earned his accounting degree from UCLA and a Master’s in Taxation from USC, is the author of The Book on Advanced Tax Strategies for Real Estate Investors and a frequent speaker on real estate tax planning. Together, they help investors build wealth through proactive and strategic tax planning.
In this episode:

Joey welcomes Matt MacFarland and Amanda Han of Keystone CPA.
How Keystone CPA helps investors navigate tax strategy and long-term financial planning.
The journey from traditional accounting to specializing in real estate investor tax planning.
Common tax planning mistakes real estate investors make and how proactive strategies can improve outcomes.
Why CPAs must constantly adapt to evolving tax laws and industry changes.
How bonus depreciation affects cost segregation strategies for real estate investors.
A breakdown of the requirements for qualifying as a real estate professional, including material participation hours.
An explanation of the short-term rental loophole and how some investors use it for tax advantages.

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go learn.thenorrisgroup.com and click the Hard Money tab.
This is our weekly radio broadcast. We recorded the show last week and will be featuring him on the radio show starting today. You can view the transcription and full broadcast here.

Interest Rates, Debt, and Housing with Christopher Thornberg | Part 2 #949
2026-01-23 - 2026-01-29
In Part 2, Bruce Norris and economist Christopher Thornberg examine interest rates through a historical lens and discuss how inflation, political narratives, and global economics shape today’s market. They also explore the role of artificial intelligence, weighing its potential benefits against societal risks, and emphasize the importance of adapting through education and workforce training.
Christopher Thornberg, Ph.D. is a nationally recognized economist and public speaker, best known for accurately forecasting the 2007 housing crash. He is the Founder of Beacon Economics, one of California’s leading economic research firms, and a trusted advisor to governments, businesses, and financial institutions nationwide. Dr. Thornberg is a frequent media commentator and a contributor to major economic outlooks, offering data-driven insights on real estate, labor markets, and economic policy.
In this episode:

A historical look at interest rates and why another increase could pressure real estate markets.
How inflation, politics, and populism influence economic stability.
The reality of the U.S. dollar’s global currency status and why it remains the safest refuge for capital.
A balanced discussion on artificial intelligence — opportunity versus unintended consequences.
Why education and adaptation are critical as technology reshapes the economy

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go learn.thenorrisgroup.com and click the Hard Money tab.
This is our weekly radio broadcast. We recorded the show last week and will be featuring him on the radio show starting today. You can view the transcription and full broadcast here.

LIVE at OC REIA Beyond Uncharted Preview and Market Update
2026-01-08 18:00 - 21:00 (America/Los_Angeles) | Avenue of the Arts Hotel Orange County, 3350 Avenue of the Arts, Costa Mesa, CA, 92626, United States
Bruce is an active real estate investor and educator with over 40 years of experience. Throughout his career, he has participated in more than 6,500 real estate transactions as a buyer, seller, builder, and money partner. Although his accomplishments are extraordinary, Bruce describes himself as “a pretty regular guy who loves to teach.” That passion for education is what led to the creation of The Timing Report, a body of research that has shaped the strategies of investors across the country.
This is a rare opportunity to learn directly from Bruce in an intimate, in-person setting. Whether you’re new to investing or a seasoned pro, you won’t want to miss the insights he’ll be sharing.
Register HERE

LIVE at Prosperity Through Real Estate - Beyond Uncharted Preview and Market Update
2026-01-06 19:00 - 21:30 | Hilton Garden Inn LAX/ El Segundo, 2100 E Mariposa Ave, El Segundo, CA, 90245

Real Estate Through Data with Sean O'Toole | Part 3 #947
2026-01-02 - 2026-01-08
In Part 3 of Bruce Norris’ conversation with Sean O’Toole, they explore how autonomous learning and emerging “world models” could reshape artificial intelligence, the true impact of robots on the workforce, and what technologies like 3D-printed housing and blockchain may mean for the future. Sean also explains why AI should be used to amplify human potential — not replace it.
Sean OToole is CEO & Founder of PropertyRadar, the property data and owner information platform real estate pros have trusted since 2007 to do billions of dollars in deals.
Sean got his start with data in Silicon Valley during the dot-com boom. After the dot-com bubble, Sean flipped properties for five years, and with data-informed insights, got out right before the housing bubble burst.
Sean launched ForeclosureRadar in early 2007 before anyone had heard of the foreclosure crisis.
In 2013, he relaunched ForeclosureRadar as PropertyRadar, a greatly expanded property data and owner information platform serving a broad audience of real estate professionals and property-centric businesses.
Today, PropertyRadar remains the go-to platform for data-driven real professionals intent on leveraging comprehensive property data and owner information to grow their business directly.
In this episode:

How autonomous learning and “world models” could push AI beyond today’s large language models.
Why early breakthroughs in AI are already outperforming expectations.
The real impact of robots on the workforce — separating hype from reality.
Exploring the future of housing through 3D printing and manufactured homes.
Sean’s take on Bitcoin, stablecoins, and blockchain technology.
Why AI should be seen as a productivity tool, not a replacement for people.

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go learn.thenorrisgroup.com and click the Hard Money tab.
This is our weekly radio broadcast. We recorded the show last week and will be featuring him on the radio show starting today. You can view the transcription and full broadcast here.

Real Estate Through Data with Sean O'Toole | Part 2 #946
2025-12-26 - 2026-01-01
In Part 2 of Bruce Norris’ conversation with Sean O’Toole, the discussion expands beyond real estate into the future of energy, leadership, and artificial intelligence. Sean shares why power production, global cooperation, and responsible AI development will play a critical role in shaping the economy — and what investors should pay attention to as technology accelerates.
Sean OToole is CEO & Founder of PropertyRadar, the property data and owner information platform real estate pros have trusted since 2007 to do billions of dollars in deals.
Sean got his start with data in Silicon Valley during the dot-com boom. After the dot-com bubble, Sean flipped properties for five years, and with data-informed insights, got out right before the housing bubble burst.
Sean launched ForeclosureRadar in early 2007 before anyone had heard of the foreclosure crisis.
In 2013, he relaunched ForeclosureRadar as PropertyRadar, a greatly expanded property data and owner information platform serving a broad audience of real estate professionals and property-centric businesses.
Today, PropertyRadar remains the go-to platform for data-driven real professionals intent on leveraging comprehensive property data and owner information to grow their business directly.
In this episode:

Leadership challenges in scaling reliable and sustainable energy systems.
The rapid development of AI and the rise of superintelligence.
Why global cooperation is essential to keep advanced AI safe.
The growing tension between regulation, innovation, and data privacy.

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go learn.thenorrisgroup.com and click the Hard Money tab.
This is our weekly radio broadcast. We recorded the show last week and will be featuring him on the radio show starting today. You can view the transcription and full broadcast here

Real Estate Through Data with Sean O'Toole | Part 1 #945
2025-12-19 - 2025-12-25
In this episode, Bruce Norris sits down with Sean O’Toole, CEO & Founder of PropertyRadar, to discuss his journey from data and technology into real estate. Sean shares lessons learned from market cycles, his perspective on AI’s growing role in the industry, and what investors should consider as the market faces potential long-term shifts.
Sean OToole is CEO & Founder of PropertyRadar, the property data and owner information platform real estate pros have trusted since 2007 to do billions of dollars in deals.
Sean got his start with data in Silicon Valley during the dot-com boom. After the dot-com bubble, Sean flipped properties for five years, and with data-informed insights, got out right before the housing bubble burst.
Sean launched ForeclosureRadar in early 2007 before anyone had heard of the foreclosure crisis.
In 2013, he relaunched ForeclosureRadar as PropertyRadar, a greatly expanded property data and owner information platform serving a broad audience of real estate professionals and property-centric businesses.
Today, PropertyRadar remains the go-to platform for data-driven real professionals intent on leveraging comprehensive property data and owner information to grow their business directly.
In this episode:

Bruce Norris welcomes Sean O’Toole, CEO & Founder of PropertyRadar.
Sean shares his early career path and how his background in data led him into real estate.
Lessons learned from navigating challenges as both an investor and entrepreneur.
Sean’s outlook on the housing market and the possibility of a long-term correction.
How AI and technology are reshaping real estate decision-making.
Leadership insights and the importance of strategic planning in uncertain markets.

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go learn.thenorrisgroup.com and click the Hard Money tab.
This is our weekly radio broadcast. We recorded the show last week and will be featuring him on the radio show starting today. You can view the transcription and full broadcast here

Bruce Norris Market Timing Journey | Part 2 #944
2025-11-21 - 2025-11-27
In this episode, Bruce Norris takes listeners from local market signals that reveal broader trends to the rising influence of AI on jobs and housing demand, Bruce outlines the forces shaping the future. He also breaks down key economic indicators — including national debt and renewed student loan burdens — that could impact the market in the coming years. Packed with forward-looking insights, this conversation helps investors prepare, adapt, and make smarter decisions in a rapidly changing landscape.
In this episode:

Why today’s market feels “uncharted” — and what signals matter most.
Understanding local market dynamics: How local market patterns can reveal national trends.
AI & the Housing Market :The growing influence of AI on jobs, demand, and the future of real estate.
Key economic pressures: national debt, student loans, and shifting affordability.
Practical insights to help investors stay prepared for what’s ahead.

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go learn.thenorrisgroup.com and click the Hard Money tab.
This is our weekly radio broadcast. We recorded the show last week and will be featuring him on the radio show starting today. You can view the transcription and full broadcast here

Bruce Norris Market Timing Journey | Part 1 #943
2025-11-14 - 2025-11-20
In this episode, Bruce Norris takes listeners through his personal journey into real estate and the path that led him to master market timing. From digging into early research and writing his first market timing report to navigating the 2008 crash and identifying the recovery in 2012, Bruce shares the key insights that shaped his investment strategy. He breaks down why understanding market cycles matters, how timing influences risk and opportunity, and what trends may shape the future of real estate.
In this episode:

Bruce shares how he first got into real estate and discovered the importance of timing.
His early research into market cycles and why timing shapes smart investing.
What inspired Bruce to write his first market timing report.
Key lessons from the 2008 financial crisis.
The role of market timing in managing risk and finding opportunities.
Bruce’s outlook on future market trends.

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go learn.thenorrisgroup.com and click the Hard Money tab.
This is our weekly radio broadcast. We recorded the show last week and will be featuring him on the radio show starting today. You can view the transcription and full broadcast here

I Survived Real Estate Part 8: Final Panel (continuation) #942
2025-11-07 - 2025-11-13
I SURVIVED REAL ESTATE 2025
The Norris Group Presents: The 18th Annual I Survived Real Estate – LIVE at the Nixon Presidential Library
The Norris Group’s award-winning black-tie gala, I Survived Real Estate, returns for its 18th year. Since 2008, I Survived Real Estate has supported Make-A-Wish OC & IE—and thanks to your generosity, we’ve now raised over $1.2 million for children in need
This year’s backdrop?
A California housing market still starved for inventory, mortgage rates hovering above comfort zones, affordability hitting generational lows, inflation and tariffs. Add in global uncertainty, sticky inflation, and the ever-watchful eye of the Federal Reserve—and you’ve got a landscape full of questions.

Inventory Drought: California’s housing supply remains critically low
Rate Pressure: Mortgage rates linger well above buyer comfort zones
Priced Out: Affordability has collapsed to generational lows
Global Tensions: War, tariffs, and instability rattle investor confidence
Inflation’s Grip: Costs remain stubbornly high, squeezing margins
Tariff Troubles: Rising import costs could ripple through construction and development
All Eyes on the Fed: Every rate hint could send shockwaves through the market

Our expert panel brings top minds in economics, investing, and housing to help us prepare for what’s next. I Survived Real Estate was born from crisis, with a mission to unite thought leaders, give back, and guide our industry forward.
In this episode:

Bruce Norris and Tony Alvarez share their insights on market timing and how investors can make smarter moves in changing conditions.
Expert predictions on where the real estate market is heading through 2025 and into 2026.
Final reflections from our panel on lessons learned, future outlooks, and the mindset needed to thrive in any market

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go learn.thenorrisgroup.com and click the Hard Money tab.
This is our weekly radio broadcast. We recorded the show last week and will be featuring him on the radio show starting today. You can view the transcription and full broadcast here

I Survived Real Estate Part 7: Final Panel #941
2025-10-31 - 2025-11-06
I SURVIVED REAL ESTATE 2025
The Norris Group Presents: The 18th Annual I Survived Real Estate – LIVE at the Nixon Presidential Library
The Norris Group’s award-winning black-tie gala, I Survived Real Estate, returns for its 18th year. Since 2008, I Survived Real Estate has supported Make-A-Wish OC & IE—and thanks to your generosity, we’ve now raised over $1.2 million for children in need
This year’s backdrop?
A California housing market still starved for inventory, mortgage rates hovering above comfort zones, affordability hitting generational lows, inflation and tariffs. Add in global uncertainty, sticky inflation, and the ever-watchful eye of the Federal Reserve—and you’ve got a landscape full of questions.

Inventory Drought: California’s housing supply remains critically low
Rate Pressure: Mortgage rates linger well above buyer comfort zones
Priced Out: Affordability has collapsed to generational lows
Global Tensions: War, tariffs, and instability rattle investor confidence
Inflation’s Grip: Costs remain stubbornly high, squeezing margins
Tariff Troubles: Rising import costs could ripple through construction and development
All Eyes on the Fed: Every rate hint could send shockwaves through the market

Our expert panel brings top minds in economics, investing, and housing to help us prepare for what’s next. I Survived Real Estate was born from crisis, with a mission to unite thought leaders, give back, and guide our industry forward.
In this episode:

Our Final Panel discuss how regional market differences are shaping today’s real estate landscape.
A closer look at inflation concerns and the biggest risks investors may be overlooking.
Practical strategies for navigating high interest rates and adapting to shifting market conditions.
Insights on uncovering overlooked opportunities and tailoring strategies to specific markets

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go learn.thenorrisgroup.com and click the Hard Money tab.
This is our weekly radio broadcast. We recorded the show last week and will be featuring him on the radio show starting today. You can view the transcription and full broadcast here

I Survived Real Estate Part 6: Legends Investor Panel (continuation) #940
2025-10-24 - 2025-10-30
I SURVIVED REAL ESTATE 2025
The Norris Group Presents: The 18th Annual I Survived Real Estate – LIVE at the Nixon Presidential Library
The Norris Group’s award-winning black-tie gala, I Survived Real Estate, returns for its 18th year. Since 2008, I Survived Real Estate has supported Make-A-Wish OC & IE—and thanks to your generosity, we’ve now raised over $1.2 million for children in need
This year’s backdrop?
A California housing market still starved for inventory, mortgage rates hovering above comfort zones, affordability hitting generational lows, inflation and tariffs. Add in global uncertainty, sticky inflation, and the ever-watchful eye of the Federal Reserve—and you’ve got a landscape full of questions.

Inventory Drought: California’s housing supply remains critically low
Rate Pressure: Mortgage rates linger well above buyer comfort zones
Priced Out: Affordability has collapsed to generational lows
Global Tensions: War, tariffs, and instability rattle investor confidence
Inflation’s Grip: Costs remain stubbornly high, squeezing margins
Tariff Troubles: Rising import costs could ripple through construction and development
All Eyes on the Fed: Every rate hint could send shockwaves through the market

Our expert panel brings top minds in economics, investing, and housing to help us prepare for what’s next. I Survived Real Estate was born from crisis, with a mission to unite thought leaders, give back, and guide our industry forward.
In this episode:

Pete Fortunato shares practical guidance for new investors entering the business.
Tony Alvarez reflects on how intention and mindset shape long-term success.
Bruce Norris opens up about personal challenges and what it took to push through.
Bruce and Tony discuss why mistakes are powerful teachers in real estate.
Pete Fortunato explores how smart investors balance risk with opportunity.
Tony Alvarez talks about facing fear and moving forward with confidence.
Bruce Norris highlights how helping others creates lasting impact and success.

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go learn.thenorrisgroup.com and click the Hard Money tab.
This is our weekly radio broadcast. We recorded the show last week and will be featuring him on the radio show starting today. You can view the transcription and full broadcast here

I Survived Real Estate Part 5: Legends Investor Panel #939
2025-10-17 - 2025-10-23
I SURVIVED REAL ESTATE 2025
The Norris Group Presents: The 18th Annual I Survived Real Estate – LIVE at the Nixon Presidential Library
The Norris Group’s award-winning black-tie gala, I Survived Real Estate, returns for its 18th year. Since 2008, I Survived Real Estate has supported Make-A-Wish OC & IE—and thanks to your generosity, we’ve now raised over $1.2 million for children in need
This year’s backdrop?
A California housing market still starved for inventory, mortgage rates hovering above comfort zones, affordability hitting generational lows, inflation and tariffs. Add in global uncertainty, sticky inflation, and the ever-watchful eye of the Federal Reserve—and you’ve got a landscape full of questions.

Inventory Drought: California’s housing supply remains critically low
Rate Pressure: Mortgage rates linger well above buyer comfort zones
Priced Out: Affordability has collapsed to generational lows
Global Tensions: War, tariffs, and instability rattle investor confidence
Inflation’s Grip: Costs remain stubbornly high, squeezing margins
Tariff Troubles: Rising import costs could ripple through construction and development
All Eyes on the Fed: Every rate hint could send shockwaves through the market

Our expert panel brings top minds in economics, investing, and housing to help us prepare for what’s next. I Survived Real Estate was born from crisis, with a mission to unite thought leaders, give back, and guide our industry forward.
In this episode:

Bruce Norris, Tony Alvarez, and Peter Fortunato bring decades of experience and distinct investment philosophies.
Why low rates don’t always translate to market growth?
Market Outlook: Cautious optimism from Bruce Norris backed by historical trends suggesting a potential flat cycle.
Creative Financing with Peter Fortunato: How long-term relationships and deal structure create lasting opportunity.
Market Confidence with Tony Alvarez: The importance of hyper-local focus and truly understanding value.
Relationship Capital: How business deals can become foundations for lifelong partnerships.
Advice for New Investors: Mindset, strategy, and connection over quick wins.

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go learn.thenorrisgroup.com and click the Hard Money tab.
This is our weekly radio broadcast. We recorded the show last week and will be featuring him on the radio show starting today. You can view the transcription and full broadcast here

I Survived Real Estate 2025 Part 4: Economic Panel (continuation)
2025-10-10 - 2025-10-16
I SURVIVED REAL ESTATE 2025
The Norris Group Presents: The 18th Annual I Survived Real Estate – LIVE at the Nixon Presidential Library
The Norris Group’s award-winning black-tie gala, I Survived Real Estate, returns for its 18th year. Since 2008, I Survived Real Estate has supported Make-A-Wish OC & IE—and thanks to your generosity, we’ve now raised over $1.2 million for children in need
This year’s backdrop?
A California housing market still starved for inventory, mortgage rates hovering above comfort zones, affordability hitting generational lows, inflation and tariffs. Add in global uncertainty, sticky inflation, and the ever-watchful eye of the Federal Reserve—and you’ve got a landscape full of questions.

Inventory Drought: California’s housing supply remains critically low
Rate Pressure: Mortgage rates linger well above buyer comfort zones
Priced Out: Affordability has collapsed to generational lows
Global Tensions: War, tariffs, and instability rattle investor confidence
Inflation’s Grip: Costs remain stubbornly high, squeezing margins
Tariff Troubles: Rising import costs could ripple through construction and development
All Eyes on the Fed: Every rate hint could send shockwaves through the market

Our expert panel brings top minds in economics, investing, and housing to help us prepare for what’s next. I Survived Real Estate was born from crisis, with a mission to unite thought leaders, give back, and guide our industry forward.
In this episode:

Assessing lending risks in today’s economy
Shifts in lending standards and credit conditions
The impact of California’s policies on real estate investors
Exploring future opportunities for real estate investing

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go learn.thenorrisgroup.com and click the Hard Money tab.
This is our weekly radio broadcast. We recorded the show last week and will be featuring him on the radio show starting today. You can view the transcription and full broadcast here

I Survived Real Estate 2025 Part 3: Economic Panel
2025-10-03 - 2025-10-09
I SURVIVED REAL ESTATE 2025
The Norris Group Presents: The 18th Annual I Survived Real Estate – LIVE at the Nixon Presidential Library
The Norris Group’s award-winning black-tie gala, I Survived Real Estate, returns for its 18th year. Since 2008, I Survived Real Estate has supported Make-A-Wish OC & IE—and thanks to your generosity, we’ve now raised over $1.2 million for children in need
This year’s backdrop?
A California housing market still starved for inventory, mortgage rates hovering above comfort zones, affordability hitting generational lows, inflation and tariffs. Add in global uncertainty, sticky inflation, and the ever-watchful eye of the Federal Reserve—and you’ve got a landscape full of questions.

Inventory Drought: California’s housing supply remains critically low
Rate Pressure: Mortgage rates linger well above buyer comfort zones
Priced Out: Affordability has collapsed to generational lows
Global Tensions: War, tariffs, and instability rattle investor confidence
Inflation’s Grip: Costs remain stubbornly high, squeezing margins
Tariff Troubles: Rising import costs could ripple through construction and development
All Eyes on the Fed: Every rate hint could send shockwaves through the market

Our expert panel brings top minds in economics, investing, and housing to help us prepare for what’s next. I Survived Real Estate was born from crisis, with a mission to unite thought leaders, give back, and guide our industry forward.
In this episode:

The Fed’s interest rate decisions and their effect on inflation
Border closures and their impact on employment and affordability
Is California at a breaking point with housing affordability?
Economic forecasts and the future of the housing market
Doug Duncan on a potential tax refund “sugar rush” in early 2025
The impact of tariffs and shifts in the job market
Healthcare job growth and broader economic concerns

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go learn.thenorrisgroup.com and click the Hard Money tab.
This is our weekly radio broadcast. We recorded the show last week and will be featuring him on the radio show starting today. You can view the transcription and full broadcast here

I Survived Real Estate 2025 | Part 2: New Moodometer and Big Announcement
2025-09-26 - 2025-10-02
I SURVIVED REAL ESTATE 2025
The Norris Group Presents: The 18th Annual I Survived Real Estate – LIVE at the Nixon Presidential Library
The Norris Group’s award-winning black-tie gala, I Survived Real Estate, returns for its 18th year. Since 2008, I Survived Real Estate has supported Make-A-Wish OC & IE—and thanks to your generosity, we’ve now raised over $1.2 million for children in need
This year’s backdrop?
A California housing market still starved for inventory, mortgage rates hovering above comfort zones, affordability hitting generational lows, inflation and tariffs. Add in global uncertainty, sticky inflation, and the ever-watchful eye of the Federal Reserve—and you’ve got a landscape full of questions.

Inventory Drought: California’s housing supply remains critically low
Rate Pressure: Mortgage rates linger well above buyer comfort zones
Priced Out: Affordability has collapsed to generational lows
Global Tensions: War, tariffs, and instability rattle investor confidence
Inflation’s Grip: Costs remain stubbornly high, squeezing margins
Tariff Troubles: Rising import costs could ripple through construction and development
All Eyes on the Fed: Every rate hint could send shockwaves through the market

Our expert panel brings top minds in economics, investing, and housing to help us prepare for what’s next. I Survived Real Estate was born from crisis, with a mission to unite thought leaders, give back, and guide our industry forward.
In this episode:

Exploring the connection between Median Household Income and Median Home Prices
Introduction to the MoodOdometer, a new way to measure market sentiment
Looking back at historical market conditions through the MoodOdometer lens
Craig Evans and Bruce Norris on how interest rates shape market mood and buyer behavior
Craig Evans unveils the National MoodOdometer
Announcement of a new digital platform offering real-time housing data and insights

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go learn.thenorrisgroup.com and click the Hard Money tab.
This is our weekly radio broadcast. We recorded the show last week and will be featuring him on the radio show starting today. You can view the transcription and full broadcast here

I Survived Real Estate 2025 | Part 1: Economic Update
2025-09-19 - 2025-09-25
I SURVIVED REAL ESTATE 2025
The Norris Group Presents: The 18th Annual I Survived Real Estate – LIVE at the Nixon Presidential Library
The Norris Group’s award-winning black-tie gala, I Survived Real Estate, returns for its 18th year. Since 2008, I Survived Real Estate has supported Make-A-Wish OC & IE—and thanks to your generosity, we’ve now raised over $1.2 million for children in need
This year’s backdrop?
A California housing market still starved for inventory, mortgage rates hovering above comfort zones, affordability hitting generational lows, inflation and tariffs. Add in global uncertainty, sticky inflation, and the ever-watchful eye of the Federal Reserve—and you’ve got a landscape full of questions.

Inventory Drought: California’s housing supply remains critically low
Rate Pressure: Mortgage rates linger well above buyer comfort zones
Priced Out: Affordability has collapsed to generational lows
Global Tensions: War, tariffs, and instability rattle investor confidence
Inflation’s Grip: Costs remain stubbornly high, squeezing margins
Tariff Troubles: Rising import costs could ripple through construction and development
All Eyes on the Fed: Every rate hint could send shockwaves through the market

Our expert panel brings top minds in economics, investing, and housing to help us prepare for what’s next. I Survived Real Estate was born from crisis, with a mission to unite thought leaders, give back, and guide our industry forward.
In this episode:

Craig Evans reflects on the history of I Survived Real Estate, honoring Aaron Norris’ influence and the event’s mission of giving back.
Anne Grey of Make-A-Wish OC & IE shares gratitude for The Norris Group’s support and the life-changing impact of donations.
Discussion on key real estate metrics and their historical context.
Bruce Norris highlights median price as a vital indicator of real estate cycles.
Affordability as a signal for the end of a boom or start of a downturn.
Comparing California’s median price to the national median to track market trends.
Historical look at new home vs. existing home prices, and why their intersection matters.

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go learn.thenorrisgroup.com and click the Hard Money tab.
This is our weekly radio broadcast. We recorded the show last week and will be featuring him on the radio show starting today. You can view the transcription and full broadcast here

Market Shifts and Local Opportunities with Brent Lee | Part 2 #934
2025-09-12 - 2025-09-18
In Part 2, Brent Lee dives into market trends, the impact of interest rates, and the importance of mentorship and culture at Tower Agency. He also shares personal reflections on balancing business, family, and community while offering practical advice for both agents and clients. Joey Romero guides the conversation through key topics such as pricing strategies, adapting to market shifts, and the role of mentorship in fostering a supportive office environment. The episode also highlights Riverside’s future growth and Tower Agency’s commitment to building strong client relationships and deeper community engagement.
Brent Lee is a Southern California–based real estate broker, entrepreneur, and community leader. As owner and broker of Tower Real Estate Agency, he has built one of Riverside’s most respected independent brokerages, known for its agent-focused culture, high-performing team, and data-driven results for buyers, sellers, and investors. Beyond real estate, Brent serves as President of the Riverside Unified School District Board of Education, where he has championed initiatives to improve academic outcomes, expand career and technical education, and build stronger school–community partnerships. He is also co-founder of The Pick Group of Young Professionals, a leadership network fostering civic engagement and collaboration among Riverside’s emerging leaders. Through his work in real estate, education, and community development, Brent is dedicated to building a stronger, more connected Riverside for future generations.

In this episode:

Market trends shaping buyer and seller behavior
How interest rates influence deals and creative financing strategies
Local insights on Riverside’s real estate market
The role of mentorship in shaping Tower Agency’s culture
Balancing business success with community and family commitments
Brent’s reflections on personal and professional milestones
Practical advice for both real estate agents and clients

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go learn.thenorrisgroup.com and click the Hard Money tab.
This is our weekly radio broadcast. We recorded the show last week and will be featuring him on the radio show starting today. You can view the transcription and full broadcast here

Market Shifts and Local Opportunities with Brent Lee | Part 1 #933
2025-09-05 - 2025-09-11
In this first episode, we sit down with Brent Lee, broker and owner of Tower Agency, to discuss his journey in real estate, the rebranding of his firm, and its impact on Riverside’s market. Brent shares how mentorship shaped his perspective on community and leadership, the culture he’s building at Tower, and the lessons he’s learned about navigating uncertainty in today’s market. He also highlights growth opportunities in Riverside and the Inland Empire while emphasizing the importance of giving back through community involvement and public education.
Brent Lee is a Southern California–based real estate broker, entrepreneur, and community leader. As owner and broker of Tower Real Estate Agency, he has built one of Riverside’s most respected independent brokerages, known for its agent-focused culture, high-performing team, and data-driven results for buyers, sellers, and investors. Beyond real estate, Brent serves as President of the Riverside Unified School District Board of Education, where he has championed initiatives to improve academic outcomes, expand career and technical education, and build stronger school–community partnerships. He is also co-founder of The Pick Group of Young Professionals, a leadership network fostering civic engagement and collaboration among Riverside’s emerging leaders. Through his work in real estate, education, and community development, Brent is dedicated to building a stronger, more connected Riverside for future generations.

In this episode:

Joey Romero introduces Brent Lee, Southern California-based real estate broker, entrepreneur, and owner of Tower Agency.
Rebranding to Tower Agency: Why the new name matters and what it means for Riverside’s real estate market.
Mentorship under Bob Stockton, who reshaped Brent’s perspective on community, family, and self.
Culture at Tower Agency: Building an agent-focused brokerage centered on service, growth, and collaboration.
Market Insights: How uncertainty influences buyer behavior and why some hesitate to make big decisions.
Riverside & Inland Empire Opportunities: Brent highlights areas with strong potential for growth and development.
Community Engagement: Lessons learned from leaders like Aaron on prioritizing impact and giving back through public education and service.

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go learn.thenorrisgroup.com and click the Hard Money tab.
This is our weekly radio broadcast. We recorded the show last week and will be featuring him on the radio show starting today. You can view the transcription and full broadcast here

Inside Look: I Survived Real Estate 2025 Preview | Part 2 #932
2025-08-29 - 2025-09-04
I SURVIVED REAL ESTATE 2025
Industry insiders focus on what’s ahead for 2025-2026
The Norris Group Presents: The 18th Annual I Survived Real Estate – LIVE at the Nixon Presidential Library
We’re back! The Norris Group’s award-winning black-tie gala, I Survived Real Estate, returns for its 18th year—LIVE from the Nixon Presidential Library. Since 2008, this event has raised over $1 million for Make-A-Wish, and we’re not slowing down.
This year’s backdrop?
A California housing market still starved for inventory, mortgage rates hovering above comfort zones, affordability hitting generational lows, inflation and tariffs. Add in global uncertainty, sticky inflation, and the ever-watchful eye of the Federal Reserve—and you’ve got a landscape full of questions.

Inventory Drought: California’s housing supply remains critically low
Rate Pressure: Mortgage rates linger well above buyer comfort zones
Priced Out: Affordability has collapsed to generational lows
Global Tensions: War, tariffs, and instability rattle investor confidence
Inflation’s Grip: Costs remain stubbornly high, squeezing margins
Tariff Troubles: Rising import costs could ripple through construction and development
All Eyes on the Fed: Every rate hint could send shockwaves through the market

As always, our expert panel will feature some of the brightest minds in economics, investing, and housing, ready to tackle challenges we didn’t even know we’d have to face—and to help us all prepare for what’s next.
Leading up to the event, The Norris Group Podcast will spotlight both local and national voices shaping the market. If you’re a real estate investor, 2025 is not the year to sit back and watch—it’s a year to be engaged, informed, and ready.
I Survived Real Estate was born out of a crisis. Our mission remains: to unite thought leaders, serve a meaningful cause, and prepare our industry to navigate whatever comes next.

GET TICKETS HERE: I Survived Real Estate 2025
In this episode:

Bruce Norris addresses the misleading narratives shaping the real estate market and the role of social media in fueling uncertainty.
Craig Evans and Bruce discuss how market confusion impacts investors and why clarity is crucial in today’s environment.
Joey Romero raises the biggest questions on investors’ minds, with Craig stressing the need for reliable data and informed strategies.
A look ahead to the Investor Panel, where personal stories and experiences provide valuable lessons for today’s market.
Craig and Bruce explains why mortgage professionals and realtors can gain a strategic edge by attending and applying insights from seasoned investors.

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go learn.thenorrisgroup.com and click the Hard Money tab.
This is our weekly radio broadcast. We recorded the show last week and will be featuring him on the radio show starting today. You can view the transcription and full broadcast here

Maximizing Real Estate Returns Through Cost Segregation with Sean Graham | Part 2 #930
2025-08-15 - 2025-08-21
In Part 2 of our conversation wtih Sean Graham, Founder of Maven Cost Segregation Tax Advisors, we dive deeper into powerful tax strategies, focusing on cost segregation and accelerated depreciation. Sean explains the Look Back Strategy and how it can help amend past tax returns, shares insights on renovations and CAPEX opportunities, and outlines how cost segregation applies to new construction. We also discuss the importance of working with trusted professionals and reveal the biggest red flags to watch for in tax advice.
Sean is an entrepreneur, investor, and registered CPA with a background in public accounting and private equity. He manages a portfolio of residential rentals and invests in self-storage developments. Sean is also the founder of Maven Cost Segregation Tax Advisors, a national leader in cost segregation services for commercial real estate. His expertise in real estate taxation helps investors accelerate depreciation and maximize after-tax returns.
In this episode:

Cost Segregation & Depreciation Strategies: How investors can accelerate depreciation to maximize after-tax returns.
Look Back Strategy: Understanding how this approach works and its impact when amending prior tax returns.
Identifying value-add improvements that can boost property performance and tax benefits.
Cost Segregation in New Construction
Why experienced tax and cost segregation experts are essential for accuracy and compliance.
Biggest Red Flags in Tax Advice : Common pitfalls to watch for when receiving tax guidance.

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go learn.thenorrisgroup.com and click the Hard Money tab.
This is our weekly radio broadcast. We recorded the show last week and will be featuring him on the radio show starting today. You can view the transcription and full broadcast here

Maximizing Real Estate Returns Through Cost Segregation with Sean Graham | Part 1 #929
2025-08-08 - 2025-08-14
In this episode, Craig Evans sits down with Sean Graham, founder of Maven Cost Segregation, to discuss how strategic tax planning can unlock bigger returns for real estate investors—especially high-income earners. Sean shares his entrepreneurial journey, explains the vital role of cost segregation, and breaks down how quality and efficiency in these studies can significantly impact an investor’s bottom line. Whether you’re new to the concept or looking to refine your investment strategy, this episode offers practical insights you can put into action.
Sean is an entrepreneur, investor, and registered CPA with a background in public accounting and private equity. He manages a portfolio of residential rentals and invests in self-storage developments. Sean is also the founder of Maven Cost Segregation Tax Advisors, a national leader in cost segregation services for commercial real estate. His expertise in real estate taxation helps investors accelerate depreciation and maximize after-tax returns.
In this episode:

Craig Evans welcomes Sean Graham, founder of Maven Cost Segregation.
Sean shares his entrepreneurial journey and professional background.
Insights on the importance of tax strategy in real estate, especially for high-income earners.
The role of cost segregation in maximizing real estate investment returns.
Emphasis on quality and efficiency in conducting cost segregation studies.
In-depth look at practical applications of cost segregation for investors.

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go learn.thenorrisgroup.com and click the Hard Money tab.
This is our weekly radio broadcast. We recorded the show last week and will be featuring him on the radio show starting today. You can view the transcription and full broadcast here

The Business of Multifamily: Strategy, Growth, & Balance with Kent Ritter | Part 2 # 928
2025-08-01 - 2025-08-07
In Part 2 of the episode, Kent Ritter, Founder and CEO of Hudson Investing, continues the conversation by sharing how he navigated the challenges of the pandemic while scaling his multifamily business. He breaks down his value-add investment strategy, how he finds deals through strong relationships, and the role technology and AI play in staying competitive. Kent also offers practical advice for new investors looking to enter the multifamily space with confidence and clarity.
Kent Ritter is a former management consultant and corporate executive turned full-time real estate investor on a mission to help others achieve financial freedom through multifamily investing. As the host of the Ritter on Real Estate podcast and YouTube channel, Kent shares impactful interviews and actionable strategies to help people “Invest like a Pro.” He also leads the Indianapolis Multifamily Investing Meetup, creating space for new and seasoned investors to grow together. In this episode, Kent talks about his journey, why family was the driving force behind his success, and how smart investing can change your life.
In this episode:

Investment Strategy & Market Focus: Choosing the right markets and aligning strategy with long-term goals.
Navigating the Pandemic & Growing the Business
Value-Add & Investment Strategy: Identifying and enhancing underperforming assets for strong returns.
The importance of networking and cultivating trusted industry connections.
Leveraging Technology & AI: tech tools and AI to streamline operations and gain a competitive edge.
Actionable insights and tips for those looking to break into the real estate investing space.

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go learn.thenorrisgroup.com and click the Hard Money tab.
This is our weekly radio broadcast. We recorded the show last week and will be featuring him on the radio show starting today. You can view the transcription and full broadcast here

The Business of Multifamily: Strategy, Growth, & Balance with Kent Ritter | Part 1 # 927
2025-07-25 - 2025-07-31
In this episode, Craig Evans interviews Kent Ritter, CEO and Founder of Hudson Investing, exploring his remarkable journey from management consulting to successful multifamily real estate investing. The conversation delves into Ritter’s professional evolution, highlighting key insights into multifamily investment strategies, property evaluation, and personal growth. This episode provides listeners with an in-depth look at the strategic thinking and personal determination required to succeed in multifamily real estate investing, offering valuable insights for both aspiring and experienced investors.
Kent Ritter is a former management consultant and corporate executive turned full-time real estate investor on a mission to help others achieve financial freedom through multifamily investing. As the host of the Ritter on Real Estate podcast and YouTube channel, Kent shares impactful interviews and actionable strategies to help people “Invest like a Pro.” He also leads the Indianapolis Multifamily Investing Meetup, creating space for new and seasoned investors to grow together. In this episode, Kent talks about his journey, why family was the driving force behind his success, and how smart investing can change your life.
In this episode:

Craig Evans welcomes Kent Ritter, CEO and Founder of Hudson Investing.
Kent shares his career shift from management consulting to real estate investing.
Insights into multifamily investing, including key challenges and strategic approaches.
Property evaluation criteria: market growth, job creation, and economic development.
Scaling through team building and the importance of a capable operations team.
Lessons from self-managing properties and transitioning to larger-scale operations.
How rising interest rates affect investment strategies and decision-making.
Kent discusses balancing career success with family life and personal priorities.

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go learn.thenorrisgroup.com and click the Hard Money tab.
This is our weekly radio broadcast. We recorded the show last week and will be featuring him on the radio show starting today. You can view the transcription and full broadcast here

Inside DBL Capital: Building Value Through Fund Strategy with Andrew Falde | Part 2 #926
2025-07-18 - 2025-07-24
In part two of The Norris Group Real Estate Podcast, Andrew Falde, SVP of Capital Markets for DBL Capital, delves deeper into their innovative real estate investment approach. Building on the first episode, Andrew provides detailed insights into their evergreen fund’s structure, investor qualifications, and strategic advantages. He explains the fund’s minimum investment requirements, accreditation criteria, and how they navigate current market challenges to create value. The discussion explores the benefits of their investment model for sophisticated investors, highlighting efficient capital deployment, long-term wealth preservation, and a multi-generational investment strategy. Listeners will gain valuable understanding of how DBL Capital differentiates itself in the real estate investment landscape, offering a compelling alternative to traditional investment vehicles.
Andrew Falde is the Senior Vice President of Capital Markets, whose extensive background spans Wall Street, private equity funds, and institutional investment groups. With over $300 million in real estate transactions under his belt, Andrew brings a deep understanding of deal structuring, capital raising, and long-term value creation. In this episode, he shares valuable insights into navigating today’s capital markets, building scalable investment strategies, and aligning finance with real estate growth.
In this episode:

Investment Requirements & Target Audience: Overview of who DBL Capital is best suited for and the minimum requirements to invest.
Group Investing & Structure: How investors can participate as a group and strategies for structuring joint investments.
Insight into how current market trends influence DBL Capital’s fund strategy.
Why DBL Over Others: Key advantages of the DBL Capital Fund compared to traditional investment vehicles.
Capital Deployment & Lockout Period: How investor capital is used and the terms of the lockout period.
Investor Education & Communication: How DBL Capital keeps investors informed and educated throughout the process.
Reasons why seasoned real estate investors may choose DBL Capital for diversification or scale.
How to reach out to DBL Capital and connect directly with Andrew Falde.

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go learn.thenorrisgroup.com and click the Hard Money tab.
This is our weekly radio broadcast. We recorded the show last week and will be featuring him on the radio show starting today. You can view the transcription and full broadcast here

Inside DBL Capital: Building Value Through Fund Strategy with Andrew Falde | Part 1 #925
2025-07-11 - 2025-07-17
In this episode, Joey Romero sits down with Andrew Falde, Senior Vice President of Capital Markets at DBL Capital, to unpack the inner workings of the DBL Capital Fund. Andrew discusses the fund’s purpose, strategic approach, and regulatory compliance. He also shares insights on today’s capital raising environment, current and future market trends, and how DBL handles investor liquidity and waterfall distribution. Whether you’re a passive investor or fund manager, this episode offers valuable takeaways on navigating capital markets with clarity and confidence.
Andrew Falde is the Senior Vice President of Capital Markets, whose extensive background spans Wall Street, private equity funds, and institutional investment groups. With over $300 million in real estate transactions under his belt, Andrew brings a deep understanding of deal structuring, capital raising, and long-term value creation. In this episode, he shares valuable insights into navigating today’s capital markets, building scalable investment strategies, and aligning finance with real estate growth.
In this episode:

Joey Romero introduces Andrew Falde, Senior Vice President of Capital Markets at DBL Capital.
DBL Capital Fund Overview: The purpose and mission behind the DBL Capital Fund.
Fund Strategy & Compliance: Discussion on the fund’s investment strategy and how it aligns with SEC regulations.
Insights into the current real estate and capital markets, along with future expectations.
Capital Raising Challenges: Andrew shares the biggest obstacles when raising capital in today’s environment.
Investor Liquidity & Distributions: Explanation of liquidity options and how waterfall distributions are structured for investors.

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go learn.thenorrisgroup.com and click the Hard Money tab.
This is our weekly radio broadcast. We recorded the show last week and will be featuring him on the radio show starting today. You can view the transcription and full broadcast here

Bringing Hope to Life: One Wish at a Time with Anne Grey #924
2025-06-27 - 2025-07-03
Anne Grey, President & CEO of Make-A-Wish Orange County & the Inland Empire, shares the organization’s mission to bring hope to children with critical illnesses. She discusses the types of wishes granted, the qualification process, and the importance of community and volunteer involvement. Anne also reflects on her first year leading the chapter and the lasting impact of each wish.
Anne Grey is a seasoned nonprofit leader with over 25 years of experience driving growth and impact at organizations such as Vivalon, the Alzheimer’s Association, and the Pancreatic Cancer Action Network. Recognized as one of OC Register’s Most Influential People in 2020, Anne is known for her strategic leadership and community-driven focus. She currently resides in both Irvine and Rancho Mirage, bringing a unique regional perspective to her work with Make-A-Wish. Anne holds a BA in International Relations from the University of San Diego and an MBA from Pepperdine University, and she actively volunteers with several local organizations.
In this episode:

Introducing this year’s benefit charity: Make-A-Wish Orange County & the Inland Empire
Anne Grey shares the mission and impact of Make-A-Wish
Types of wishes granted and how families are involved in the process
Anne reflects on her first year as President & CEO and the emotional impact of wish experiences
Understanding the wish qualification process, including the urgency of rush wishes
Fundraising strategies and Make-A-Wish’s financial goals for 2025
The powerful impact of wishes on children, families, and communities
The vital role of volunteers in delivering hope and creating meaningful experiences

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go learn.thenorrisgroup.com and click the Hard Money tab.
This is our weekly radio broadcast. We recorded the show last week and will be featuring him on the radio show starting today. You can view the transcription and full broadcast here

BONUS EPISODE: Niches Within Niches: Scaling in Self-Storage Real Estate with Joe Downs | #923
2025-06-20 - 2025-06-26
In this bonus episode, Joe Downs returns to share deeper insights into the operations, trends, and future of self-storage investing. He covers hybrid management models, the role of AI in streamlining customer service, and his approach to sourcing and funding deals. Joe also highlights how the ongoing housing shortage is boosting demand for storage and why younger generations are driving industry growth. The episode wraps with practical advice for investors eyeing opportunities in this evolving asset class.
Joe is a lifelong entrepreneur with a track record of success across the securities, mortgage, hospitality, and real estate industries. As co-founder and CEO of The Belrose Group, he’s built a powerhouse firm specializing in the self-storage sector of commercial real estate—expanding it from acquisitions to include development and consulting. Known for spotting “niches within niches,” Joe brings a sharp eye for opportunity and a passion for educating others. He’s a featured speaker at the Self-Storage Academy and Mastermind, where he shares his insights as both a visionary leader and a hands-on investor.
In this episode:

Exploring hybrid management models in self-storage operations
Leveraging AI-driven call centers to improve efficiency and service
How Joe Downs sources deals and stays ahead of market trends
Creative funding strategies for storage acquisitions at any investment level
The connection between the housing shortage and rising storage demand
Demographic trends fueling continued growth in the self-storage industry
Joe Downs shares expert advice on the future of storage and smart investing

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go learn.thenorrisgroup.com and click the Hard Money tab.
This is our weekly radio broadcast. We recorded the show last week and will be featuring him on the radio show starting today. You can view the transcription and full broadcast here

Niches Within Niches: Scaling in Self-Storage Real Estate with Joe Downs | Part 2 #922
2025-06-13 - 2025-06-19
In Part 2, Joe Downs continues his story, diving deeper into his transition into real estate—from early partnerships in wholesaling and flipping to building a scalable business in self-storage. He shares the challenges of navigating commercial real estate, key operational strategies, and how technology is reshaping the self-storage industry. Joe also reflects on the importance of staying adaptable and always learning in a fast-evolving market.
Joe is a lifelong entrepreneur with a track record of success across the securities, mortgage, hospitality, and real estate industries. As co-founder and CEO of The Belrose Group, he’s built a powerhouse firm specializing in the self-storage sector of commercial real estate—expanding it from acquisitions to include development and consulting. Known for spotting “niches within niches,” Joe brings a sharp eye for opportunity and a passion for educating others. He’s a featured speaker at the Self-Storage Academy and Mastermind, where he shares his insights as both a visionary leader and a hands-on investor.
In this episode:

Joe Downs’ path from hospitality and radio sales to real estate investing
Partnering in house flipping and wholesaling: early lessons and wins
Challenges faced in commercial real estate and strategic pivots
Breaking into self-storage investing and spotting niche opportunities
Key operations and marketing strategies in self-storage success
How digital tools are transforming the self-storage industry
The value of adaptability and lifelong learning in real estate

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go learn.thenorrisgroup.com and click the Hard Money tab.
This is our weekly radio broadcast. We recorded the show last week and will be featuring him on the radio show starting today. You can view the transcription and full broadcast here

Niches Within Niches: Scaling in Self-Storage Real Estate with Joe Downs | Part 1 #921
2025-06-06 - 2025-06-12
In this episode, Craig sits down with Joe Downs, CEO of Belrose Asset Management and co-founder of The Belrose Group. Joe shares his journey from early entrepreneurship to building a real estate investment firm focused on high-yield, niche opportunities—especially in the self-storage and distressed mortgage sectors. Tune in as we explore how Belrose identifies value others miss, their strategic approach to scaling, and Joe’s insights for investors looking to break into specialized asset classes.
Joe is a lifelong entrepreneur with a track record of success across the securities, mortgage, hospitality, and real estate industries. As co-founder and CEO of The Belrose Group, he’s built a powerhouse firm specializing in the self-storage sector of commercial real estate—expanding it from acquisitions to include development and consulting. Known for spotting “niches within niches,” Joe brings a sharp eye for opportunity and a passion for educating others. He’s a featured speaker at the Self-Storage Academy and Mastermind, where he shares his insights as both a visionary leader and a hands-on investor.
In this episode:

Craig Evans welcomes Joe Downs, CEO and co-founder of The Belrose Group, a leader in self-storage real estate investingJoe shares insights into his personal background, family values, and what shaped his entrepreneurial mindset.
A look into Joe’s early years, formative experiences, and the lessons he learned growing up.
Joe walks us through his career journey—from first jobs to key milestones that led him toward business leadership.
The pivotal moment when Joe transitioned into real estate and launched his path as a serial entrepreneur.

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go learn.thenorrisgroup.com and click the Hard Money tab.
This is our weekly radio broadcast. We recorded the show last week and will be featuring him on the radio show starting today. You can view the transcription and full broadcast here
