『The Innovative Investor Podcast: Property Debt Wealth in the Modern Era』のカバーアート

The Innovative Investor Podcast: Property Debt Wealth in the Modern Era

The Innovative Investor Podcast: Property Debt Wealth in the Modern Era

著者： Stephen Morel
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今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

 The Innovative Investor Podcast is where forward-thinking investors discover the alternative real estate strategies and property debt opportunities that create lasting wealth outside the mainstream. Hosted by Stephen Morel, founder of JurisDeed and one of the nation's foremost legal experts in property debt investing, alongside co-host George W. Jackson, Co-Founder and Chief Strategy Officer at JurisDeed, each episode delivers insider knowledge from experienced investors, fund managers, attorneys, and industry professionals who have built wealth through tax liens, distressed assets, and overlooked corners of real estate. With Stephen's 20+ years of experience in real estate title law, including creating the first tax sale title insurance product and serving as legislative commissioner for the National Tax Lien Association, combined with George's extensive background as a delinquent property tax attorney, the show brings unmatched dual perspectives to every conversation. You'll hear how investors are turning complexity into opportunity, building systems that scale across jurisdictions, and generating 12-18%+ annual returns in a market where 98% of investors never participate. Whether you're an experienced investor looking to diversify beyond traditional real estate, a high-earning professional seeking a clearer path to passive income, or an institutional player exploring alternative asset classes, you'll gain the strategies and frameworks to confidently build wealth through property debt in the modern era.© 2026 マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 経済学
エピソード
  • Demystifying Tax Deeds with Brenda Flatter, VP of National Sales at US Tax Deed Solutions - #9

    Demystifying Tax Deeds with Brenda Flatter, VP of National Sales at US Tax Deed Solutions - #9
    2026/04/22
    In this episode of The Innovative Investor Podcast, Stephen speaks with Brenda Flatter, Vice President of National Sales at US Tax Deed Solutions and Executive Director of Title and Abstract Agency of America. With over 25 years in the field, she is known for her client relations skills and expertise in title and escrow services. Brenda traces her journey from selling title reports in Indiana’s 90-county tax deed market to building a national tax certification product that fast-tracks insurable closings without the expensive, time-consuming quiet title action. She explains how the proprietary process you’ve probably never heard of convinces skeptical underwriters to insure post-tax-deed properties in 16 states and why title insurance is the crucial choke point in turning distressed real estate into a clear, marketable title. Together, Stephen and Brenda dig into the landmark Tyler and pending Pung Supreme Court cases, why eliminating government surplus pockets won’t derail tax deeds, but broad new “state actor” rulings might expose investors to constitutional just-compensation claims. Brenda shares how US Tax Deed Solutions partners with national underwriters to assume risk, shore up state-by-state statutes, and shore up pipelines of business for title agents. She closes with practical tips for lien investors weighing a move into deeds, the growing threat of vacant-land fraud, and why communities nationwide depend on tax-deed buyers as stewards of local infrastructure and schools. Timestamps Brenda Flatter’s “aha” moment spotting title insurance as the choke-point in tax deeds – 01:07 Why a state-issued tax deed still leaves a cloud on title (due-process notice issue) – 03:43 US Tax Deed Solutions’ “tax certification” alternative to the lengthy quiet-title action – 10:36 How to build trust and get national underwriters to insure tax deeds – 15:23 Impact of the Tyler and Pung Supreme Court cases on title insurance risk – 25:18 Get in Touch with Stephen and Brenda Flatter Website: https://jurisdeed.com/Waitlist: https://jurisdeed.com/waitlistStephen's LinkedIn: https://www.linkedin.com/in/stephenmorel-jd/Brenda's LinkedIn: https://www.linkedin.com/in/brendaflatterEmail: bflatter@logs.com Contact: +1 (574) 855-8968 US Tax Deed Solutions: https://www.ustaxdeedsolutions.com/Title and Abstract Agency of America: https://www.titleandabstract.com/ Matt Abee's Pung v Isabella County episode: https://youtu.be/22NIdaM2G9w And if you love the show, subscribe to follow it! If you're investing in Louisiana tax sales under the 2026 rules, you need legal and asset management partners who specialize in this niche: Quiet Title Litigation – TDLG (Tax Deed Legal Group) After your redemption period expires, TDLG forecloses your lien so you can recover your investment with confidence. Louisiana-licensed attorneys with deep expertise in tax sale law handle all litigation, notice requirements, and foreclosure proceedings. Website: www.taxdeedlegal.comEmail: info@taxdeedlegal.com Asset Liquidation & Management – DeedWolf Holding an unredeemed lien with partial ownership? DeedWolf handles secondary market lien transfers, partition auction representation, REO management, professional property marketing, and liquidation to maximize your recovery. Website: www.deedwolf.comEmail: i... Chapters (00:00:00) - Tax Sale & Liability(00:00:57) - The Secret to Title Insurance(00:02:12) - Tax Deductions: The Elevator Pitch(00:04:20) - Do Tax Liens Need a Quiet Title Action?(00:06:19) - Tax Liens(00:11:00) - US Tax Deed Solutions: Tax Certification(00:14:36) - Getting a National Underwriting Desk to Say Yes to a Tax L(00:17:49) - Underwriting of US Tax Dividends(00:20:40) - Real Estate: Would You Extend Your Coverage to More States?(00:23:35) - States No More: Alabama and New Jersey(00:25:16) - Title Insurance and Tax Lien Investing(00:26:15) - Title Insurance: Tyler Case and the Surplus(00:29:05) - Tax Deed Foreclosure Case(00:34:20) - Title Insurance: Private Investors and the Tax System(00:36:40) - Punk vs. Title Insurance Industry(00:39:41) - Tax Lien & Deed Investors(00:42:11) - Louisiana Tax Deeds: Should Property Investors Buy a Lien(00:45:14) - Tyler, Title Insurance: Where the Market is Going(00:52:12) - Tax Counselor on Preparing a Tax Return(00:52:47) - What's Next for Tax Deed Solutions?(00:53:57) - The Deed Line Closer
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    56 分
  • Ahead of the Ruling: Nelson Mullins’ Matt Abee on Pung v Isabella County - #8

    Ahead of the Ruling: Nelson Mullins’ Matt Abee on Pung v Isabella County - #8
    2026/04/01

    In this episode of The Innovative Investor Podcast, Stephen speaks with Matt Abee, partner at Nelson Mullins Riley & Scarborough, about a landmark Supreme Court fight that could redraw the rules of tax sale investing nationwide.

    Stephen and Matt trace the journey from last year’s Tyler v. Hennepin County decision to the current Pung v. Isabella County case, explaining why a Michigan family’s fight over a $2,000 tax bill and $76,000 auction “surplus” could end up redefining what counts as “just compensation” under the Takings Clause.

    Drawing on Matt’s deep experience representing tax lien investors, mortgage servicers, and financial institutions in more than 30 states, they unpack how the court might weigh fair market value versus auction proceeds, and why that distinction matters to both deed-state and lien-state players.

    As the justices pressed on issues of auction fairness, due process, and the homeowner’s own role in triggering a tax sale, Matt lays out three possible outcomes, from a sweeping new rule that forces states to pay full market value, to a narrower “fairness-of-auction” standard that sends cases back for fact-finding at the lower-court level. Along the way, they explore how different states have built wildly diverse sales processes (South Carolina’s administrative treasurer versus North Carolina’s full‐blown judicial foreclosure) and why investors must now consider not only the upside of a lien purchase but also the looming risk of constitutional claims.

    With the Supreme Court’s decision expected soon, Matt and Stephen offer practical advice on how to assess legal exposure, partner with the right counsel, and stay ahead of a ruling that could “spell the end of tax sales in America,” as the Solicitor General warns.

    Whether you’re a seasoned portfolio manager or just getting started in tax-linked real estate debt, this conversation makes one thing clear: the future of tax sale investing is no longer solely about yield or location, but about legal intelligence and process, knowing when an auction is truly fair, when to bid, and when to walk away. Tune in for expert insight on Pung’s high-stakes cert petition, learn how to fortify your underwriting, and discover why the best investors of tomorrow will be those who understand both title and tea leaves.

    Timestamps
    1. Overview of Pung v Isabella County and why it matters for tax-sale investors – 00:02
    2. How Pung differs from Tyler v Hennepin on tax-sale takings – 02:07
    3. Facts of the Pung dispute: principal-residence exemption, $2 K debt, $76 K sale vs. $194 K FMV claim – 05:00
    4. Key takeaways from the Feb 25 Supreme Court arguments (fairness of auction, issue preservation) – 13:21
    5. Likely SCOTUS outcome and what lien- and deed-state investors need to know – 20:49

    Get in Touch with Stephen and Matt Abee

    • Website: https://jurisdeed.com/
    • Waitlist: https://jurisdeed.com/waitlist
    • Stephen's LinkedIn: https://www.linkedin.com/in/stephenmorel-jd/
    • Matt's LinkedIn: https://www.linkedin.com/in/matthew-a-abee-3631832b/
    • Nelson Mullins: https://www.nelsonmullins.com/

    Cases Mentioned

    • Pung v. Isabella: https://www.nelsonmullins.com/insights/alerts/additional_nelson_mullins_alerts/all/u-s-supreme-court-hears-arguments-in-pung-v-isabella-county
    • Tyler v. Hennepin County: https://www.supremecourt.gov/opinio...
    Chapters
    • (00:00:00) - Tax Lien Appeals
    • (00:00:53) - The Pung Case
    • (00:02:41) - Pung vs. Hennepin County: The Tax Sales
    • (00:05:12) - On the Tax Lien Issues
    • (00:05:40) - Tax Lien Investor: The Peng Family
    • (00:14:18) - Trump on the Value of Real Estate
    • (00:14:40) - Supreme Court oral arguments on eminent domain case
    • (00:25:54) - Nebraska Tax Lien Case, Who Pays?
    • (00:34:46) - Tax Sales and Foreclosure: Similar but Different
    • (00:35:59) - The Deed Line
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    41 分
  • The Future of Tax Lien Investing: Secondary Markets and Portfolio Strategies - #7

    The Future of Tax Lien Investing: Secondary Markets and Portfolio Strategies - #7
    2026/03/11

    In this episode of The Innovative Investor Podcast, Stephen Morel speaks with co-host George Jackson, and the co-founder of JurisDeed. They wrap up their deep dive into Louisiana’s 2026 tax sale reforms and use it as a springboard to explore how these changes are reshaping tax-lien investing nationwide.

    From managing dual-track laws to avoiding the pitfalls of one-off deals, Stephen and George stress the importance of viewing tax liens as a true asset class, complete with grading systems, tiered strategies, and disciplined capital allocation. Together, they walk through the evolution of enterprise-level portfolio planning and the tools that JurisDeed has built to simplify what was once the “least passive” investment in real estate.

    You’ll learn why structuring your acquisitions with clear risk tiers, based on lien amount, property type, and location, can mean the difference between realizing those headline-making returns or getting stuck with unwanted liabilities. They also share how artificial intelligence is poised to predict redemption rates, how to prepare for seven-year enforcement deadlines in Louisiana, and why building in reserves for subsequent taxes and legal costs is non-negotiable.

    Looking ahead, Stephen and George tease JurisDeed’s upcoming secondary marketplace for unredeemed liens, which promises to unlock long-stalled capital and bring new liquidity to investors of all sizes.

    Whether you’re a mom-and-pop operator or running a multi-state fund, you’ll walk away with actionable insights on streamlining operations, reducing overhead, and positioning your portfolio for professional-level results.

    Tune in to stay ahead of Supreme Court rulings, see how evolving state laws affect your strategy, and get the inside track on JurisDeed’s next-generation platform.

    Timestamps

    1. Portfolio Management Strategies Under Louisiana’s New 2026 Tax Sale Laws – 04:05
    2. Tiering Capital Allocation & Property Grading for Risk/Return Optimization – 08:40
    3. Impact of Louisiana’s Seven-Year Statute of Limitations on Liens – 14:15
    4. Overcoming Fragmented Service Providers with a Centralized Platform (JurisDeed) – 18:00 5.
    5. Building a Secondary Marketplace for Unredeemed Liens & Improved Liquidity – 21:30

    Get in Touch with Stephen and George

    Website: https://jurisdeed.com/
    Waitlist: https://jurisdeed.com/waitlist
    Stephen's LinkedIn: https://www.linkedin.com/in/stephenmorel-jd/
    George's LinkedIn: https://www.linkedin.com/in/george-jackson-3bbb11aa/

    And if you love the show, subscribe to follow it!

    If you're investing in Louisiana tax sales under the 2026 rules, you need legal and asset management partners who specialize in this niche:

    Quiet Title Litigation – TDLG (Tax Deed Legal Group)

    After your redemption period expires, TDLG forecloses your lien so you can recover your investment with confidence. Louisiana-licensed attorneys with deep expertise in tax sale law handle all litigation, notice requirements, and foreclosure proceedings.

    Website: www.taxdeedlegal.com
    Email: info@taxdeedlegal.com

    Asset Liquidation & Management – DeedWolf

    Holding an unredeemed lien with partial ownership? DeedWolf handles secondary market lien transfers, partition auction representation, REO management, professional property marketing, and liquidation to maximize your recovery.

    Website: www.deedwolf.com
    Email: info@deedwolf.com

    Chapters
    • (00:00:00) - Louisiana 2026: Real Estate Investment Strategy
    • (00:01:10) - Louisiana Tax Sale System Deep Dive
    • (00:03:04) - How CMS managed Louisiana's dual-state law system
    • (00:04:39) - Tax Lien Investing: Tiering The Portfolio
    • (00:07:59) - Louisiana Real Estate Investment: Portfolio Planning
    • (00:09:54) - Louisiana Real Estate Law: 7 Year statute of limitations
    • (00:14:03) - Louisiana Tax Liens: Unredeemed liens
    • (00:20:00) - Tax Lien Investing Podcast
    • (00:21:12) - Tax Lien Investing: Stephen Morrell and George Jackson
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    22 分
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