In this live episode of the Collective Genius podcast, recorded at the CG Select and Elevate event in Sarasota, I sit down with one of my favorite humans, Jesús Toledo. Jesús, co-founder of 8020 REI, shares his incredible journey from real estate investor to data and marketing powerhouse. We dive into how he and his partner Felipe built a business that helps investors close more deals using predictive data and custom lead generation strategies.

Jesús gets real about how a nudge from a trusted mentor launched their pivot into the data space, how word-of-mouth from high-level investors fueled their growth, and why collaboration is at the heart of every venture he touches. We also touch on the importance of business partnerships, the power of mastermind communities like CG, and giving back through shared missions. This episode is packed with inspiration and insight—don’t miss it!

Episode Timeline:

[0:00] Introducing Jesús Toledo and his impactful presence in the CG community

[2:06] Jesús shares how 8020 REI evolved from a passion for data into a thriving business

[3:43] The pivotal moment when a mentor recognized their potential and urged them to launch a new venture

[5:20] How 8020 REI stands out by tailoring predictive data to each investor’s unique needs

[8:07] From quiet buzz to explosive growth—how word-of-mouth and results built their reputation

[13:15] Expanding into mail, CRM, and talent solutions by leveraging strong partnerships

[16:19] Key takeaways from the CG event and the importance of relationships over results

[18:20] The power of a strong business partnership and building a foundation of trust and communication

[21:05] Why Jesús believes CG is the ultimate mastermind for real estate professionals

[22:40] How giving back through CG’s outreach programs strengthens teams and connections

Key Takeaways:

1. Tailored, predictive data can drastically improve lead generation and reduce waste in real estate marketing.

2. Strong partnerships rooted in trust, communication, and complementary skill sets are critical to long-term business success.

3. Mastermind communities like Collective Genius offer not just business strategies, but life-changing relationships and collaboration opportunities.

Links & Resources:

• 8020REI.com

• TheCollectiveGenius.com

• TheCGPodcast.com

If you enjoyed this episode, do us a favor—rate, review, and share the podcast! Don’t forget to follow so you never miss a powerful conversation with the nation’s top real estate investors and thought leaders.

Welcome back to the Collective Genius Podcast. I’m your host, Leon Barnes, and in this episode, I’m joined by CG member Chris Miles from Money Ripples. Chris shares how he broke free from traditional financial advising to become a financially independent real estate investor—not once, but twice. We unpack why many investors stay stuck in transactional income, how to transition to building true passive cash flow, and how strategies like Infinite Banking can supercharge your ability to scale and protect your wealth.

If you’re an investor wondering how to turn high active income into sustainable passive streams or how to protect your capital from market shifts, this conversation is a must-listen. Chris shares actionable strategies, mindset shifts, and cautionary tales that can make or break your financial future.

TIMELINE SUMMARY

[0:00] – Introduction

[2:31] – Chris details his path from financial advisor to real estate investor seeking freedom

[5:01] – The pivotal moment with his father that revealed flaws in traditional retirement planning

[7:10] – Lessons from debating stocks vs. real estate and the mindset shift to cash flow

[9:05] – Building passive income through rentals, hard money lending, and more

[10:27] – Why relying solely on active income in transactional businesses is risky

[12:51] – How passive income streams carried investors through market slowdowns

[18:15] – Chris’s framework for vetting partners: integrity, experience, and handling failure

[24:33] – Trends in private lending and why there’s more opportunity now for flippers

[31:16] – How Infinite Banking works, how it protects cash, and its unique tax benefits

[39:00] – Using Infinite Banking for liquidity, better loan terms, and strategic opportunities

[47:37] – Lessons from 900+ interviews on freedom, impact, and creating a ripple effect

[49:13] – Why real estate investors must blend offensive and defensive strategies

[50:56] – The importance of making investors whole even in failed deals to build lifelong trust

KEY TAKEAWAYS

1. Cash Flow First – Building streams of passive income is essential for weathering market downturns and creating true freedom.

2. Vetting Matters – Bet on character and experience; always ask operators about their worst deals and how they handled them.

3. Liquidity as Power – Storing liquid cash in vehicles like Infinite Banking can let you pounce on opportunities while earning tax-free returns.

4. Be Your Own Bank – Infinite Banking allows you to use your own money efficiently, earning compounding interest while investing elsewhere.

5. Character Over Deals – Reputation and integrity are everything; those who protect investors, even during losses, build lasting relationships.

LINKS & RESOURCES

• Money Ripples: moneyripples.com

• Infinite Banking information: https://moneyripples.com/infinite-banking/

• Collective Genius Podcast Website: https://thecgpodcast.com/

CLOSING REMARK

Thanks for listening to the Collective Genius Podcast. If you enjoyed this episode, please rate, follow, and share the show—and don’t forget to leave us a review. It helps us bring more impactful conversations to help you grow and scale your investing business. See you next time!

In this special episode of the Collective Genius Live Podcast, I sit down with Jeremiah Dalton just before he steps on stage at our CG Select event in Sarasota. Jeremiah, a high-end fix-and-flip investor from Long Island, opens up about his powerful journey of personal and professional growth—from navigating a crisis in 2022 to transforming himself physically and mentally, and becoming a more effective leader and marketer.

We discuss his early days joining Collective Genius during the COVID pandemic, the challenges he faced when the market shifted, and how CG helped him develop strategies to buy properties at the right price and build stronger relationships. Jeremiah also previews his impactful main stage presentation about how prioritizing health and self-care unlocked new levels of performance in his life and business.

This conversation dives into the mindset shifts that helped him soften his approach, expand his network, and make a meaningful impact on others—including inspiring fellow members to transform their own lives.

[0:00] - Introduction

[0:35] - Jeremiah shares his background in high-end fix-and-flips and new builds on Long Island, New York.

[1:30] - How social media and friends led him to discover Collective Genius, and why CG Select was the perfect fit during the pandemic.

[3:20] - Lessons learned from CG: mastering marketing strategies to secure deals at the right price and evolving as a leader.

[5:46] - The story of the Go-Giver Belt and how toning down his aggressive style helped him connect better and provide more value.

[8:59] - Shifting from “punching people with value” to delivering insights in a way that others could actually absorb.

[10:09] - Jeremiah describes the rock-bottom moment in 2022 when multiple business and personal crises hit simultaneously—and how a decision to focus on his health became the catalyst for change.

[13:49] - How his physical transformation helped him lead by example, improve his brand, and deepen relationships with peers and clients.

[17:48] - Insights from Eric Brewer on unexpected market changes and the importance of staying adaptable, even at the top of your game.

[19:58] - Why a community like Collective Genius is essential for investors who want to surround themselves with like-minded, ethical, and growth-minded people.

[21:32] - Reflections on the value of engaging consistently with peers and leaders in the group to challenge assumptions and stay sharp.

1. The Right Relationships Multiply Results

   Building authentic, relatable connections within a trusted community can unlock opportunities that marketing alone can’t provide.

2. Personal Growth Drives Professional Success

   Investing in your health and mindset isn’t just self-care—it’s a strategic move that can dramatically improve your leadership, confidence, and resilience in business.

3. Stay Humble and Adaptable

   Even top investors can get blindsided by market shifts; staying engaged in a community of high-level peers helps you see around corners and pivot effectively.

• Collective Genius Membership Info – Learn more about CG Select and Elevate.

• CG Podcast – Subscribe and catch all episodes.

If you enjoyed this episode and gained valuable insights, please rate, follow, and review the Collective Genius Podcast. Share it with a fellow investor who could benefit from Jeremiah’s story. We’d love to hear your feedback—visit our website or social channels to let us know what you think, and stay tuned for more impactful conversations!