podcast

Next Level 332: Why the Operator Is the Investment with Dani Lynn Robison

02
Nov
Dani Lynn Robison grew up poor but, as she puts it, rich in love. Her parents bought her first trumpet at a pawn shop, and music took her to college, to Walt Disney World, and onto cruise ships, where she finally met her husband after a hurricane diverted both of their ships to the Bahamas. Then one day, running an errand for the ship’s art auctioneer, she saw a check bigger than any she had ever seen, and she started asking the question that shaped her career: what do people who build wealth do differently?
In this episode, Chris and Dani talk through that question, the first commercial deal that taught her nearly every lesson an apartment complex can teach, and the needs-based investment thesis behind Freedom Family Investments today.
Dani Lynn Robison is the Founder and CEO of Freedom Family Investments. She specializes in helping high-income professionals move from being “operators” of their own busy lives to “allocators” of capital into durable, needs-based assets.
Her team has collectively managed more than $1 billion in assets and raised $250 million in capital. Dani is the author of the Amazon #1 Best Seller Calm Money Never Panics, and she has been featured on the Dr. Phil platform, The Wealthy Way Podcast with Ryan Pineda, and Dropping Bombs with Brad Lea.

What you’ll learn

  • The pawn-shop trumpet, the cruise ships, and the auctioneer’s check behind Dani’s start
  • Why Dani got into real estate in 2008, and why she calls it a great time to start
  • What wealthy people do that others don’t: rely on experts, and say “I don’t know”
  • Why Chris tells his sons that failing and learning is a win
  • Freedom, truth, and abundance, and why Dani calls time the most valuable asset
  • How a wholesale deal fell apart and Dani bought the 56-unit complex herself
  • The supervisor running drugs out of the property, and how Dani’s team turned it around
  • What economies of scale looked like for her crews, and why she left single-family
  • Dani’s three needs-based asset classes: workforce housing, senior housing, and small bay industrial flex space
  • Why she sees a supply gap in Atlanta, and why she avoids hard lines in her thesis
  • Why Chris and Dani see a senior-housing crunch coming, and where robots and AI may help
  • Why the operator matters most in senior housing, and why food and caregivers make or break a facility
  • Chris’s advice if a loved one needs care: find a senior care consultant, and don’t wait
  • The financial junk drawer, the panic tax, and investing with intention

Resources mentioned:

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Christopher Larsen is the founder and Managing Partner of Next-Level Income. Since “retiring” after 18 years in the medical device industry he dedicates his time to helping others become financially independent through education and investment opportunities. Chris has been investing in and managing real estate for over 20 years.

While completing his degree in Biomechanical Engineering and M.B.A. in Finance at Virginia Tech, he bought his first single-family rental at age 21. Chris expanded into development, private-lending, buying distressed debt as well as commercial office, and ultimately syndicating multifamily properties. He began syndicating deals in 2016 and has been actively involved in over $500M of real estate acquisitions.

In addition to real estate, Chris has invested in equities, oil & gas, and small business lending, as well as being active in Venture South, one of the nation’s Top 10 Angel Investing groups. Chris lives with his wife and two boys (and Viszla, Lucy!) in Asheville, NC where he loves spending time with them in the outdoors and enjoying the food and culture that the region has to offer.

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