How the Top 1% Actually Invest in Real Estate (It's Not What You Think) | Ep. 1,204

Lifetime Cash Flow Through Real Estate Investing

Rod Khleif

Education, Investing, Business

4.6 • 1.4K Ratings

🗓️ 19 January 2026

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dave Wolcott is the founder of Pantheon Investments, where he helps entrepreneurs build lasting wealth and legacy through alternative investments. With over 20 years of experience and mentorship from top experts in private markets, tax strategy, and multi generational wealth, Dave created the Pantheon Holistic Wealth Strategy to bring insider level strategies once reserved for the ultra wealthy to everyday investors. Today, Pantheon is a trusted resource for those seeking financial freedom beyond traditional stock market investing.

Here's some of the topics we covered:

How the Marine Corps shaped Dave's mindset for wealth and leadership
Using life insurance as a secret weapon to fund investments
The holistic wealth strategy most investors have never heard of
Why belief, health, and habits matter more than money
Tax and estate strategies the wealthy use to keep more of what they earn
How asset protection can save your wealth before you even make it
Repositioning assets to unlock smarter, more diversified investments
Why becoming a specialist beats trying to do everything

To find out more about partnering or investing in a multifamily deal: Text Partner to 72345 or email Partner@RodKhleif.com

For more about Rod and his real estate investing journey go to www.rodkhleif.com

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Transcript

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0:00.0	Welcome. This is the Lifetime Cash Flow through Real Estate Investing podcast.
0:06.6	This is where you'll learn strategies to help you achieve lifetime financial freedom through real estate investment.
0:12.5	Your host, Rod Clef, has owned over 2,000 homes and apartments.
0:17.3	And he brings experts in all aspects of real estate investment and management onto the show.
0:23.4	Now, here's your host, Rod Cleef.
0:27.1	Welcome back to Lifetime Cash Flow through real estate investing.
0:29.7	I'm Rod Cleef, and I'm thrilled you're here.
0:32.2	Got a super cool guy I'm interviewing today.
0:34.3	I've been on his podcast.
0:35.9	His name is Dave Walcott.
0:38.9	Dave's pretty much every asset class in real estate. He's raised almost $100 million for real estate. He's the CEO of Pantheon
0:44.9	Investments. It's pantheoninvest.com. And I was on his podcast, which is wealth strategy's secrets of
0:51.7	the ultra wealthy. Good to have here, brother. Good to see you. Yeah, look, grateful to be here. Always great to connect.
0:57.0	And you're going to be moving in right down the street on the same street that I'm on, no less. 100%. We're officially neighbors. That's crazy, crazy. Well, I appreciate you coming out, brother. brother and I'm a little jealous because of some of the things I've heard before we started
1:11.6	recording here of the things I've heard
1:11.0	before we started recording here of the way you've approached this because talk
1:15.5	about the the right way to approach this but listen I'm not gonna steal your
1:19.9	thunder I want you to tell your story and then and then let's dig in on stuff
1:24.3	you bet I yeah I think it'd be helpful to provide some context, really about
1:28.2	my story. And, you know, I was raised in a middle class family in Connecticut, and I was told
1:34.6	that the recipe for success was go to school, get great grades, you're going to go to a good job,
1:40.4	and life would just work out, right? So kind of followed down that path. I had the
	...

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