Introduction

Financial freedom rarely comes from playing Wall Street’s rigged game. In this eye-opening conversation, hosts Jason Vondersmith and James Goodwillie sit down with Jordan Brown—self-storage investor, Utah State Aggie, father of twins, and reformed financial advisor—to unpack his viral hot-take: “Diversification is a lie.” Together they explore why concentrating on a niche you control (like cash-flowing storage facilities) can crush a “401(k) & hope” strategy, how to raise capital through real-estate syndications, and the mindset shift from instant to delayed gratification.

• 03:30 – The origin of Jordan’s “diversification is a lie” post
• 08:15 – What working inside a brokerage taught him about hidden fees & limited products
• 18:40 – Why he chose self-storage over duplexes, office, or multifamily
• 24:10 – “You don’t need your own money to buy real estate” — the sweat-equity playbook
• 31:45 – Structuring a $3.5 M storage syndication (raising $1.8 M in equity)
• 41:00 – Teaching kids delayed gratification in an instant-gratification world
• 45:50 – Action steps for listeners: meetups, masterminds & leveraging your specialty

Episode Highlights

• The Diversification Myth — Asset-allocation funds have trailed the S&P 500 for 15 straight years; broad diversification can actually dilute returns when only a handful of “Magnificent 7” stocks move the index.
• Own the Casino, Don’t Play It — Jordan explains why buying “ugly, bullet-proof ATMs” (storage units) beats gambling on meme stocks or index funds.
• Sweat Equity Matters — How beginners can trade hustle for equity shares in larger commercial deals.
• Family & Finance — Building generational wealth and teaching children that real estate is a “get-rich-slow” scam worth running.

About Our Guest — Jordan Brown

• Director of Investor Relations turned full-time self-storage operator
• Portfolio: 177-unit facility plus commercial suites & duplexes (since 2019)
• Passionate about mentoring new investors & riding dirt bikes between diaper changes

Connect with Jordan: Vondiecapital.com (book a call)

Call to Action

1. Subscribe & Review Ctrl Alt Invest on Apple Podcasts or Spotify—your 5-star review helps more investors escape Wall Street groupthink.
2. Follow us on YouTube for behind-the-scenes clips & market updates.

Brief Introduction

Hosts Jason Vondersmith and James Goodwillie welcome finance executive Vinod Vangimalla—econ grad (UMD), MS-Finance (UC Irvine) and Director of Finance at Value Savers—to unpack how he scaled from single-family rentals to a portfolio of leased, residential assisted-living homes that cash-flow while he keeps his day job. ​

• [00:07:57] Why you don’t need your own money to start—contacts, knowledge and a solid deal matter more.
• [00:09:04] Vinod’s first two rentals in the 2009 crash and his 20-25 % capital rule.
• [00:13:00] Underwriting an apartment syndication: cash-flow, IRR and five-year exit math.
• [00:23:40] Accredited-investor “gatekeepers” and how to work around them legally.
• [00:29:45] The aha-moment that turned a headache facility into a hands-off, triple-net lease.
• [00:34:12] Why REITs haven’t touched small care homes—yet—and what that could mean for your exit.
• [00:37:20] Plant the seed, let it sprout: compounding cash-flows without quitting your W-2.

Real Estate vs. the Stock Market

• Volatility, control and why Vinod still funds his 401(k) but chases higher, steadier yields in property.

From Single-Family to Multifamily

• 2009 bargains, Excel models and scaling into apartment complexes with partners.

Assisted-Living Cash-Cows

• Residential care homes (8–10 beds) as an overlooked niche riding the baby-boomer wave.
• Licensing, ADA retrofits and leasing to professional operators instead of self-managing.

Funding & Diversification Strategies

• 20–25 % personal capital cap; bringing in investors for the rest.
• Passive LP positions in out-of-state deals for geographic spread.

Time Management for Busy Professionals

• Using property managers, automating reporting and carving out due-diligence “micro-blocks” during the workday.

Exit Options & REIT Potential

• Packaging 10–20 care homes for an institutional buyout as the sector institutionalizes.

• Leverage knowledge, not just cash. A well-modeled deal attracts money.
• Think demographics. Aging boomers = decades of demand for assisted living.
• Cap your risk. Vinod never invests more than a quarter of his own capital in a single deal.
• Stay diversified. Stocks, storage, apartments and care homes all play a role.
• Make it passive. Lease to operators or hire managers so your portfolio works while you do.

Vinod Vangimalla is a finance director, real-estate investor and former Atlantic City poker finalist. He owns and leases multiple residential assisted-living facilities in Arizona and invests passively in multifamily across the U.S. Connect via LinkedIn (https://www.linkedin.com/in/vinodvangimalla/) or request his contact details at vondiecapital.com.

If you learned something new, subscribe, rate and review the Ctrl Alt Invest Podcast on your favorite app.

Taxes got you stressed? Join Control Alt Invest as Jason Vondersmith & James Goodwillie unpack the messy world of taxes—federal vs. state, income to capital gains. From Founding Fathers’ debates to today’s 4M-word tax code, learn why complexity hurts the little guy & how the wealthy game the system. Get tips to navigate tax season & build wealth smarter. Visit vondiecapital.com for passive income hacks! #Taxes #Finance #WealthBuilding #Investing #MoneyMindset

What You’ll Learn:

• Tax Basics: Explore key tax buckets—income, capital gains, real estate, personal property—and how they hit your wallet.
• Historical Roots: Understand the Federalist vs. Anti-Federalist clash that shaped U.S. taxes, from tariffs to today’s income tax.
• Complexity Trap: Why the 4M-word tax code favors the wealthy (think jets & art shelters) while penalizing small businesses & W2 earners.
• Big vs. Small: Debate whether mega-corporations like Amazon should pay taxes or if zero business tax could spark growth.
• Wealth Strategies: Discover how to leverage tax pros & incentives to protect your money in a convoluted system.

Why Listen?

Taxes aren’t just a bill—they’re a maze that shapes your financial future. Jason & James deliver raw, relatable insights with humor, exposing how the tax game rewards the rich & burdens the rest. Perfect for W2 workers, entrepreneurs, or anyone tired of TurboTax headaches. Walk away empowered to outsmart the system!

Key Moments:

• 2:00: Jason’s tax shock—owing thousands as a new earner.
• 5:00: James’ refund win—how tax pros unlock hidden savings.
• 12:00: Federalists vs. Anti-Federalists: Who should control tax dollars?
• 23:00: Capital gains debate—should day traders pay more for “no utility”?
• 30:00: Tax shelters exposed—art, jets, & real estate tricks.
• 41:00: Business taxes—penalizing growth or fair share?

Featured Quote:

“Taxes are like the government saying, ‘You owe us money, but figure out how much. Get it wrong? Jail time!’” – Jason Vondersmith

Take Action:

• Free Wealth Plan: Done with tax stress? Hit vondiecapital.com for passive income via self-storage investing. Mention the podcast to skip the waitlist!
• Rate & Review: Dig the pod? Drop 5 stars to spread the word.

Who’s This For?

• W2 earners dreading tax season.
• Small business owners navigating IRS complexity.
• Anyone curious about tax shelters & wealth protection.

Tags: #Taxes #Finance #Investing #WealthBuilding #PassiveIncome #TaxCode #MoneyMindset #Entrepreneurship #Economics #FinancialFreedom

About Control Alt Invest:

Jason Vondersmith & James Goodwillie flip the script on wealth creation, helping high earners ditch market chaos for steady cash flow. From tax hacks to real estate wins, we’re your guide to financial independence.