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Description

Overview

Derek sits down with David "Dave" Seymour (A&E's Flipping Boston) for a blunt, no-fluff masterclass on thriving through market cycles. Dave shares his firefighter-to-investor story, the costly lessons behind refis and 2007, how TV fame and hard-money lending actually work, why control of capital beats "cheap" bank money, and the underwriting discipline needed now. They unpack Florida's boom-bust dynamics, pivoting plays (from land to pickleball to flex), building real networks (and a strict "no-a**hole policy"), and Dave's 2025–26 plan: scalable education + cherry-picked commercial deals—grounded in faith, family, and service. 

Key Takeaways

  • Cycles reward discipline: It's not just rates—bad underwriting & speculation break deals. Buy right, model stress, and sleep at night. 

  • Control the capital: Private money and structure > "cheapest bank debt," because speed & certainty win. 

  • Pivot fast: Markets shift; winners repurpose assets (e.g., land → pickleball concept → flex/industrial). 

  • Scale smart: Bigger isn't always better—overhead, servicing, and defaults rise nonlinearly. 

  • Invest in accountability: Real mentorship beats "YouTube University." Pay to shortcut mistakes. 

  • Network is net worth: Podcasts and partnerships multiply deal flow—enforce a no-jerks rule. 

  • 2025–26 outlook: Massive reset = opportunity for trained buyers; focus on shelter demand (MF, student/elderly, sober living). 

Relevant Topics Discussed

  • 2003–2008 lessons; refi traps & ARMs

  • A&E Flipping Boston behind-the-scenes: ethics over drama

  • Hard-money lending vs. non-QM shutdowns during COVID

  • Syndication, waterfalls, accredited investors (Freedom Venture/Legacy Alliance)

  • Conservative underwriting & deal triage

  • Florida (Cape Coral/Fort Myers) cycle patterns: residential ↔ commercial

  • Land strategies & adaptive reuse (pickleball → flex)

  • Education stack: financial literacy, Inflation Nation (book/film), masterclasses

  • Faith, family, and service as long-term drivers 

Time Stamps 

  • 00:00 Intro: why networks matter

  • 01:15 Dave's path: firefighter → investor; 2007 wake-up call 

  • 05:20 Seminars, paying for accountability, and early wins/mistakes 

  • 09:30 Flipping Boston: getting the show, partner dynamics, and TV realities 

  • 14:20 Ethics on camera: refusing "manufactured drama" 

  • 16:30 Hard-money business model; COVID's hit vs. private-capital shops 

  • 20:45 Control of capital → syndication & fund structures

  • 24:10 It wasn't rates—it was shaky underwriting and management 

  • 27:00 Florida focus: overbuilds, ghost listings, and where value still hides 

  • 30:10 Land pivots: pickleball plan, competition shock, flex solution 

  • 33:00 Scaling pitfalls: servicing, defaults, and team capacity

  • 35:10 Mentors vs. "YouTube U": compressing the learning curve 

  • 37:30 Network building & the "no-a**hole policy"

  • 39:20 2025–26: Legacy Alliance, Inflation Nation, and cherry-picking deals 

  • 42:10 Faith & family: the real why

  • 44:10 Action steps + call to share

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