The Deal Desk Podcast
Real deals, broken down by the Fidelis First team.
The Deal Desk is the Fidelis First podcast: candid conversations on capital, markets, and the deals shaping West Coast real estate.
Listen on Spotify (opens in a new tab)Episodes
Every episode plays on Spotify.
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EP 01 · Featured
How Joe Kessi Built a Real Estate Empire
An inside look at how disciplined underwriting, market selection, and structured execution shape the deals on our desk today.
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EP 04
Building True Wealth: From Financial Planning to a $165M RIA
The full lifecycle of a Fidelis First deal — sourcing, diligence, execution, and investor reporting.
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EP 03
How Phillip Tran Built a Trusted Electronics Manufacturing Company
A working framework for identifying durable submarkets, demographic tailwinds, and supply constraints.
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EP 02
How We Do Due Diligence On Every Deal
How experienced sponsors evaluate risk, structure deals, and protect investor capital when conditions shift.
The Deal Desk is produced by Fidelis First for general information and education. It is not investment advice, and nothing in it is an offer to sell or a solicitation to buy any security.
