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Episode 7

INSIDE THE EPIC SUCCEED FORMULA FOR SMARTER INVESTMENTS

What mistakes do some mistakes make—and how can the Epic SUCCEED framework prevent them?

What you’ll learn in this episode:

In this episode, Rich, Jason, and James break down the Epic SUCCEED model, a practical framework for evaluating real estate and business acquisition opportunities. They walk through each component and share personal stories of investments that succeeded and failed based on these principles. This episode will empower you to approach investing more strategically and reduce avoidable risks.

The SUCCEED acronym stands for: 

* Structure. 

* Underwriting. 

* Core teams. 

* Capital stack. 

* Exit strategies. 

* Execution. 

* Due diligence.

LISTEN TO THE EPISODE HERE
29:34

Episode Highlights

(00:30)  Why the SUCCEED acronym applies to both real estate and business acquisitions.

(03:15)  Why deal structure is foundational

(05:27)  The importance of defining your “buy box” and staying disciplined to it.

(07:32)  Learn how underwriting works beyond pro forma projections and why conservative assumptions matter.

(13:03)  Discover how core teams with real, tested experience reduce uncertainty and increase confidence.

(16:48)  Explore the capital stack layers and how debt and equity are structured in larger deals.

(18:58)  Understand why having multiple exit strategies protects investors during market shifts.

(22:55)  Learn how execution and due diligence translate deal plans into real-world outcomes. 

Mentioned in this episode: Justin Kivel’s course on Udemy, "The Real Estate Pro Forma Modeling Master Class": https://www.udemy.com/course/the-real-estate-pro-forma-modeling-master-class/

 

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About The Epic Investor

The Epic Investor” podcast will help you learn how to use private equity and real estate investing as tools for financial freedom and a more fulfilling life. We’ll guide you towards building passive income and making smarter investment decisions. In each episode, we’ll break down complex investment concepts into clear, actionable insights to give you freedom of purpose.