Episode 84: Historical Data as Your Real Estate Shield and Sword in Fighting Inflation with Mike Zlotnik

Real Estate Investor MBA

With inflation, getting consumer prices reasonable is just a side effect. The main goal is actually to fight consumer price index inflation. In today’s episode, Mike Zlotnik shared the historical data that will help us make successful decisions, how the Federal Reserve is fighting inflation, and how they are getting the consumer price under control.

Mike dove deeper into Fed history, the reason behind increasing rates, and how the Fed is pushing rates as a demand construction mechanism. He also spoke about why today is still a good time to invest, the cyclical markets he’s in, and why he is continuing to buy into them. All these and more, so listen now and find out the only way the Fed is fighting inflation!

Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!
Key Points from This Episode:

• The multiple funds Mike is managing right now.
• How did Mike’s current environment affect him and what he is doing?
• Why should fund managers prefer over communication to under communication?
• Mike shares the markets he’s successful with and the plays he did.
• Why investment decisions today shouldn’t be driven by the short-term horizon.
• What is the role of the Federal Reserve?
• Mike shares his opinion on how long rates will continue to go up.
• The only way to fight inflation.
• Fed’s goal: get the consumer price under control.
• How does Mike encourage real estate investors and people who are finding their next deal in the current state of the economy?
• Mike explains why you can still invest today.
• The idea of dollar-cost averaging.
• What are some examples of cyclical markets and why is Mike staying in them?

Tweetables:

“We allocate capital into the opportunities and we adjust with the market and the times. And now is one of these times where volatility is up and certainty is up, and we're certainly adjusting as well.” – Mike Zlotnik

“We believe in quality information on a periodic basis. Instead of spending a ton of time just putting out noise, we're trying to provide valuable updates and information.” – Mike Zlotnik

“There is a relationship between unemployment and inflation. When you have very low unemployment, inflation generally spikes. It's called the Phillips Curve.” – Mike Zlotnik

“We provide updates to investors as much as we can without making this a continuous process of just updates, updates, updates. They need to generate returns.” – Mike Zlotnik

“By sitting and waiting for perfect timing, you may miss the market.” – Mike Zlotnik

Links Mentioned:

Big Mike Fund Website

Mike Zlotnik on LinkedIn

About Mike Zlotnik

Mike Zlotnik has been a real estate investor since 2000. He started his career and had spent nearly 15 years in the information technology field managing Risk, Business Intelligence and Quality.

While building a successful carrier in IT, Mike’s passion has always been real estate investing because of its outcome predictability and well-understood risks.

In 2009, Mike joined Tempo Funding, LLC (Mortgage Pool Fund) as a managing partner, and Vice President of funding operations.

Starting from January 2014, Mike has assumed the responsibility of the CEO and has since founded TF Management Group, LLC, launching several new real estate investment funds, including but not limited to: TF Investment Fund II LLC (Income Fund), Tempo Opportunity Fund LLC (Growth & Income Fund) and Tempo Growth Fund LLC (Growth Fund). Under Mike’s Leadership, the company has seen transformation and growth, delivering strong returns for their investors.