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The Best Ever CRE Show

JF 4261: Clear Organizational Structure, Strategic regulation, and Community-Focused Marketing ft. Shawn Muneio

The Best Ever CRE Show

Best Ever CRE

Investing, Entrepreneurship, Business

4.7996 Ratings

🗓️ 29 June 2026

⏱️ 54 minutes

🧾️ Download transcript

Summary

Richard McGirr talks to Shawn Muneio as he shares the journey from traditional mortgage buying and joint ventures to operating multiple private credit funds, all while embracing regulation and automation. Discover how they’re sourcing deals, managing credit risk, and educating retail investors in a way that feels simple and trustworthy. Shawn highlights how leveraging AI and power tools made recent growth possible without exponential overhead, allowing the team to manage hundreds of investors with just a handful of staff. Shawn Muneio Managing Partner of Bequest Funds Based in: Sarasota, Florida Where to find them: https://www.instagram.com/smuneio/ https://www.linkedin.com/in/shawn-muneio-92884621/ Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit https://malabarhillcapital.com/ for more info. Podcast production done by⁠ ⁠Outlier Audio Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

If you're managing properties, you already know this business isn't just about deals.

0:05.0

It's about managing money moving in every direction. You've got rent coming in,

0:10.0

vendors getting paid, owners expecting clean statements, and a lot of times, that still

0:15.6

means juggling spreadsheets, emails, and checks. And I've seen firsthand how messy that can get.

0:21.7

That's exactly why you need Bill.

0:23.9

Bill helps property managers automate their entire

0:26.6

AP and AR workflow, and more importantly,

0:29.9

gives you real-time visibility into your cash flow

0:32.9

so you actually know where everything stands

0:35.2

at any given time.

0:36.7

They've been doing this for nearly two decades,

0:38.3

and with bill for property management, everything connects.

0:42.3

You can sync with QuickBooks Online, Zero,

0:45.3

Oracle NetSuite, and SAGE intact.

0:48.3

So approvals, payments, and accounting all work together seamlessly.

0:52.3

No double entry, no chasing paper checks, you can

0:56.2

pay vendors by ACH or card, collect rent digitally, and even set up a dedicated bill

1:02.2

inbox for each property or client. And whether you're managing a few units or a large

1:07.1

portfolio, it scales right alongside you. So if you're looking to simplify operations and stay on top of your numbers, this is worth

1:15.0

checking out.

1:16.3

Join the hundreds of property managers that trust Bill.

1:19.4

Book your free demo today at bill.com slash best ever and you'll get a $100 Amazon gift

...

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