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.
The Fidelis First Podcast
The Deal Desk
Candid conversations on capital, markets, and the deals shaping West Coast real estate.
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EP 01
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 03
How Phillip Tran Built a Trusted Electronics Manufacturing Company
A working framework for identifying durable submarkets, demographic tailwinds, and supply constraints.
EP 02
How We Do Due Diligence On Every Deal
How experienced sponsors evaluate risk, structure deals, and protect investor capital when conditions shift.
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