Real Estate Cycle Strategy | Ep

Описание: In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Mike Zlotnik, a seasoned real estate fund manager who made the leap from technology into commercial real estate following the 2008 financial crisis. Mike shares how experiencing a major market downturn reshaped his understanding of risk, cash flow, and long-term investing. The conversation explores real estate investment strategies built around market cycles, diversification, and contrarian thinking, with Mike offering perspective on why fundamentals matter more than hype. He also reflects on how his business model evolved over time and how family continues to influence both his personal and professional decisions.

Key Highlights:

Mike transitioned from a technology career into real estate investing after the financial crisis

Market cycles are unavoidable, and understanding them is critical for long-term success

The 2008 downturn reinforced the importance of risk management and conservative underwriting

Diversification across assets and strategies helps protect investors during volatile periods

Commercial real estate can provide more predictable passive income when structured correctly

Local market knowledge plays a major role in investment performance

Cash flow from day one is a non-negotiable principle in Mike’s approach

Contrarian investing often creates opportunity when others are fearful

Business models must evolve as markets, capital, and experience change

Family and lifestyle goals strongly influence how Mike evaluates investments

Mike’s story is a powerful reminder that experience, patience, and discipline matter more than timing the perfect deal. By respecting market cycles, focusing on fundamentals, and staying grounded in personal values, investors can build resilient portfolios that weather uncertainty and support long-term financial freedom.

Chapters:
00:00 Introduction to Mike Zlotnik and His Journey
11:32 Transitioning from Tech to Real Estate
15:56 Market Evolution and Current Trends
21:40 Lessons from Market Cycles
22:37 Understanding Market Cycles
31:46 Investment Strategies in a Changing Market
40:54 Finding Your Why in Investing

Get in touch with Mike:
Website: https://bigmikefund.com
  / mzlotnik  
  / tfmanagementgroup  
   / @tempoinvestments  

Stream the Know Your Why Podcast on the go:
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If you want to know more about Dr. Jason Balara and the Know your Why Podcast:
https://linktr.ee/jasonbalara

Audio Track:
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