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The Timeless Investor Show

The Timeless Investor Show

著者: Arie van Gemeren
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The Timeless Investor Show explores how serious thinkers build wealth, resilience, and lasting success across generations.

Hosted by Arie van Gemeren, CFA - The Timeless Investor Show connects history, philosophy, and real-world investing lessons into practical frameworks for today's investors, with a core focus on real estate investing.


We study empires, cycles, currencies, and capital stewardship - and translate timeless principles into real-world action.


Think well. Act wisely. Build something timeless.

© 2025 The Timeless Investor Show
世界 個人ファイナンス 個人的成功 経済学 自己啓発
エピソード
  • Real Estate Operations: 8 Years, 550+ Units, Lessons Learned
    2025/08/05

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    After 8+ years and $150M+ in real estate acquisitions, here's what actually drives returns: operations, not deals.

    In this special episode, I break down the operational lessons that separate winning real estate investors from the rest. From why I stopped talking to middle management and started calling leasing agents directly, to the $2,200 water heater mistake that taught me about cost control.

    What You'll Learn:

    • The "get in the weeds" philosophy - why Basil II managed his empire from the battlefield, not the throne room
    • Tenant retention early warning systems (work orders are your canary in the coal mine)
    • Leasing speed kills competition - Caesar's "trivial causes" principle applied to 15-minute response times
    • Financial forensics - Carnegie's cost obsession and why you need to audit every invoice
    • Infrastructure over deals - building systems that outlast you
    • Managing trades and contractors without getting burned

    Historical Connections: Each operational lesson connects back to characters we've studied - from Carnegie's weighing scales to Marcus Aurelius's early warning philosophy to the Medici's contractor management systems.

    This isn't your typical "10 tips" episode. These are hard-won lessons from managing 550+ units, with the historical wisdom to back them up.

    Perfect for: Active real estate investors, property managers, and anyone building an operating business.

    Most investors focus on deals. Winners focus on operations.

    Resources Mentioned:

    • Andrew Carnegie biography and cost control methods
    • Basil II's administrative systems
    • Caesar's Letters from Gaul

    Connect with Arie:

    • Newsletter: The Timeless Investor on Substack
    • Email: arie@lombardequities.com
    • Previous episodes on Carnegie, Basil II, Caesar, and more

    Subscribe and leave a review if this episode helps you think differently about real estate operations!

    Subscribe to the Timeless Investor Newsletter for our long-form content.

    Follow the Timeless Investor Show if you want to hear more of our podcast content.

    Get your own copy of Timeless Wealth: Real Estate Through the Ages.

    If you want to learn about new investment opportunities through Lombard Equities Group (accredited investors only), please reach out here.

    Think Well. Act Wisely. Build Something Timeless.

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    33 分
  • The Man Who Built Florida: Henry Flagler's $3 Billion Railroad to Paradise
    2025/07/29

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    In 1885, Florida was nothing but swamps and mosquitoes. By 1915, it was America's winter playground. One man made that transformation happen: Henry Flagler.

    This is the story of the most audacious real estate development project in American history - how a 55-year-old Standard Oil co-founder spent $100 million building a 400-mile railroad through impossible terrain to create an entire state's economy.

    In this episode, you'll discover:

    • How Flagler used vertical integration to control every piece of the value chain
    • Why he built luxury hotels as "marketing" for land development
    • The engineering marvel of his Key West railroad extension over 128 miles of ocean
    • How one man created the $100 billion Florida tourism industry from nothing
    • Modern parallels to Disney, Musk, and Amazon's infrastructure strategies

    Key Lessons:

    • Infrastructure creates land value, not the other way around
    • Think in decades, not years, for generational wealth
    • Create markets instead of competing in existing ones
    • Vertical integration amplifies returns across the entire value chain

    Whether you're a real estate investor, entrepreneur, or student of business history, Flagler's story reveals timeless principles about vision, patience, and the power of thinking impossibly big.

    Think Well. Act Wisely. Build Something Timeless.

    Subscribe to the Timeless Investor Newsletter for our long-form content.

    Follow the Timeless Investor Show if you want to hear more of our podcast content.

    Get your own copy of Timeless Wealth: Real Estate Through the Ages.

    If you want to learn about new investment opportunities through Lombard Equities Group (accredited investors only), please reach out here.

    Think Well. Act Wisely. Build Something Timeless.

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    25 分
  • 53 Years. 2,000 Units. 0 Blowups. Ron Danz on Real Estate That Lasts
    2025/07/21

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    Ron Danz never set out to be a podcast guest. He just quietly built one of the most resilient real estate portfolios in the Pacific Northwest.

    Starting with $500 down on a beat-up house near the University of Washington, Ron spent the next 53 years methodically acquiring 2,000+ apartment units and 400,000 square feet of commercial real estate—without ever blowing up.

    In his first-ever podcast interview, he shares the timeless lessons that helped him survive six major real estate cycles, from the Boeing Bust to the Volcker Fed to the Great Recession.

    Inside this episode:

    • Why Ron never took as much debt as the bank would offer
    • His "tortoise strategy" for building generational wealth
    • What actually kills most real estate investors (hint: it’s not leverage alone)
    • The simple 3-question test he asks before every major deal
    • How he built an in-house management company to control outcomes

    If you're tired of hype, debt-fueled scaling, and Instagram gurus promising quick riches—this conversation is your antidote.

    📚 Mentioned: Timeless Wealth by Arie Van Gemeren, The Slight Edge by Jeff Olson

    Subscribe to the Timeless Investor Newsletter for our long-form content.

    Follow the Timeless Investor Show if you want to hear more of our podcast content.

    Get your own copy of Timeless Wealth: Real Estate Through the Ages.

    If you want to learn about new investment opportunities through Lombard Equities Group (accredited investors only), please reach out here.

    Think Well. Act Wisely. Build Something Timeless.

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    50 分
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