Impact Investments Podcast

Follow Impact Investments Podcast
Share on
Copy link to clipboard

When the search for yield and community impact collide. We sit down to talk markets, real estate, and investing for both financial freedom as well as improving the infrastructure in which we live. Interviews with industry professionals on topics that are relevant to the current economic environment.…

Secured Investment Corp

Donate to Impact Investments Podcast


    • Dec 19, 2019 LATEST EPISODE
    • infrequent NEW EPISODES
    • 24m AVG DURATION
    • 9 EPISODES


    Search for episodes from Impact Investments Podcast with a specific topic:

    Latest episodes from Impact Investments Podcast

    Impact Investing: What Is The Cogo Capital Credit Box?

    Play Episode Listen Later Dec 19, 2019 25:08


    This Impact Investments Podcast breaks down that earning double-digit returns from passive real estate investments has been traditionally reserved for accredited or high-net-worth investors, but...The first part of every successful fix and flip is finding the right real estate property. That’s why we’ve created this easy, 5-point guide to help you find the “sweet spot” deal, which can give you the best chance at making money in real estate while safeguarding your investment.At Cogo Capital we are only interested in funding projects that will give you the best opportunity at realizing success. Therefore our criteria are centered around 5-points...When the search for yield and community impact collide. We sit down to talk markets, real estate, and investing for both financial freedom as well as improving the infrastructure in which we live. Interviews with industry professionals on topics that are relevant to the current economic environment. A fast-casual, informal, fun podcast to get what you need to know - when you need to know it. Keep up with the economic trends through market updates with our funding managers, Heather Dreves and Erik Bergman.IMPACT INVESTMENTS PODCAST SEASON #1, EPISODE #8: MINUTE MARKERS0:51 – Market Update - markets continue to edge upward. Increased optimism. Jobs up, Trade is optimistic.4:20 – Banks and lenders are seeing high demand....and meeting that demand.4:45 – Targeting first-time home buyers.6:58 – What is our 'credit box'? Not just for real estate investing students. 6:45 – Credit Box breakdown...what we look for in a real estate investment.7:25 – FHA Loan limits - click HERE: https://entp.hud.gov/idapp/htmlhicostlook.cfm8:00 – “The Sweet Spot” - Cogo Capital Criteria9:05 – Sale Price: At or below the FHA Cap.10:37 – Property Types: One to four units and 2,800 square feet.13:00 – Property Features: No more than 5 bedrooms and 3 baths.13:47 – Property Size: Less than 1/2 acre.22:03 – How To Contact Us And Invest In The Fund!Check out The Lee Arnold System of Real Estate Investing YouTube Channel: https://www.youtube.com/c/leearnold CHECK US OUT – INVESTING MADE SIMPLE: https://fundingtour.com/youtubeSECURED INVESTMENT CORP: https://securedinvestmentcorp.com/COGO CAPITAL: https://cogocapital.comSupport the show (http://securedinvestmentcorp.com/impact-investments-podcast/)

    The ‘Circle of Wealth Fund III’, Market Update & Our Impact Investments In The Inland Northwest

    Play Episode Listen Later Oct 28, 2019 28:09


    This Impact Investments Podcast breaks down that earning double-digit returns from passive real estate investments has been traditionally reserved for accredited or high-net-worth investors...but...NOW, YOU HAVE THAT SAME OPPORTUNITY!Circle of Wealth Fund III, LLC ("The Fund") was formed for the purpose of providing participating investors with similar benefits that are offered to accredited investors through the Secured Investment High Yield Fund II — a real estate focused investment opportunity through private money notes and carefully chosen real estate projects. The Fund is managed Secured Investment Corp (“SIC” or the “Fund Manager”), a company that specializes in the origination of real estate notes for investors, real estate fund management, loan servicing, and the education of real estate investors. The Fund is managed by three highly experienced real estate and finance professionals with a combined 50-plus years of experience in real estate.When the search for yield and community impact collide. We sit down to talk markets, real estate, and investing for both financial freedom as well as improving the infrastructure in which we live. Interviews with industry professionals on topics that are relevant to the current economic environment. A fast-casual, informal, fun podcast to get what you need to know - when you need to know it. Keep up with the economic trends through market updates with our funding managers, Heather Dreves and Erik Bergman.IMPACT INVESTMENTS PODCAST SEASON #1, EPISODE #7: MINUTE MARKERS1:34 – BREAKING NEWS: Secured Investment Corp ‘Circle of Wealth Fund III’ is NOW OPEN and available for contributions.1:59 – Fund III: Not an accredited investor? We have your back! Simple investing for the rest of us.2:16 – Current events – a lot of instability in equity markets: Proactive versus static management style.4:00 – Market update – a higher likelihood of markets falling. 6:45 – Our current market in our area – we are buying real estate assets as the Northwest market is still hot.8:10 – Circle of Wealth Fund III – a Regulation A+ Fund: What is it?!9:05 – “Where does the regular investor put their money to have some sort of comfort to achieve their goals?!”10:01 – Secured Investment Corp’s history in Private Equity Funds.10:56 – Circle of Wealth Fund III – the breakdown for EVERYONE with $1,000 investment.13:18 – Why get involved in a private equity fund.16:05 – What Are Our Historical Returns?17:22 – How is income produced in The Circle Of Wealth Fund III.21:27 – The Properties That We Buy In The Inland Pacific Northwest.26:09 – How To Contact Us And Invest In The Fund!Check out The Lee Arnold System of Real Estate Investing YouTube Channel: https://www.youtube.com/c/leearnold CHECK US OUT – INVESTING MADE SIMPLE:SECURED INVESTMENT CORP: https://home.securedinvestmentcorp.com/COGO CAPITAL: https://cogocapital.comTHE LEE ARNOLD SYSTEM OF REAL ESTATE INVESTING: https://leearnoldsystem.comATTEND THE NATIONWIDE FUNDING TOUR: https://fundingtour.comSupport the show (http://securedinvestmentcorp.com/impact-investments-podcast/)

    Secured Investment Corp’s ‘Circle of Wealth Fund III’, Market Update & Getting Started With A Self-Directed IRA

    Play Episode Listen Later Sep 19, 2019 30:20


    #BREAKING: This Impact Investments Podcast breaks down that earning double-digit returns from passive real estate investments has been traditionally reserved for accredited or high-net-worth investors...but...NOW, YOU HAVE THAT SAME OPPORTUNITY!Circle of Wealth Fund III, LLC ("The Fund") was formed for the purpose of providing participating investors with similar benefits that are offered to accredited investors through the Secured Investment High Yield Fund II — a real estate focused investment opportunity through private money notes and carefully chosen real estate projects. The Fund is managed Secured Investment Corp (“SIC” or the “Fund Manager”), a company that specializes in the origination of real estate notes for investors, real estate fund management, loan servicing, and the education of real estate investors. The Fund is managed by three highly experienced real estate and finance professionals with a combined 50-plus years of experience in real estate.When the search for yield and community impact collide. We sit down to talk markets, real estate, and investing for both financial freedom as well as improving the infrastructure in which we live. Interviews with industry professionals on topics that are relevant to the current economic environment. A fast-casual, informal, fun podcast to get what you need to know - when you need to know it. Keep up with the economic trends through market updates with our funding managers, Heather Dreves and Erik Bergman.IMPACT INVESTMENTS PODCAST SEASON #1, EPISODE #6: MINUTE MARKERS0:46 – BREAKING NEWS: Secured Investment Corp ‘Circle of Wealth Fund III’ is NOW OPEN and available for contributions.1:15 – Fund III: Not an accredited investor? We have your back! Simple investing for the rest of us.3:30 – Current events and Circle of Wealth Fund III – real estate investments in abundance.4:00 – Market update – a BRIEF update. Everybody still hovering around the 20% gain. 4:45 – Accredited versus non-accredited investors.5:19 – Fund II is still rolling along – but for accredited investors only.5:37 – Circle of Wealth Fund III – a Regulation A+ Fund: What is it?!8:45 – Top 7 Reasons to Invest in a Private Equity Fund.14:29 – Guest: Diana Hoff - Business & Marketing Coordinator of Mountain West IRA Inc.15:30 – The Self-Directed IRA Investment Process.26:59 – Getting started with a Self-Directed IRA, how to contact Mountain West IRA.29:00 – Getting started with The Circle Of Wealth Fund III: Enter The Circle of Wealth!Check out The Lee Arnold System of Real Estate Investing YouTube Channel: https://www.youtube.com/c/leearnold CHECK US OUT – INVESTING MADE SIMPLE:SECURED INVESTMENT CORP: https://home.securedinvestmentcorp.com/COGO CAPITAL: https://cogocapital.comTHE LEE ARNOLD SYSTEM OF REAL ESTATE INVESTING: https://leearnoldsystem.comATTEND THE NATIONWIDE FUNDING TOUR: https://fundingtour.comSupport the show (http://securedinvestmentcorp.com/impact-investments-podcast/)

    BREAKING: Stock Market Dips, Market Update & Q2 Fund Earnings

    Play Episode Listen Later Aug 14, 2019 27:27


    #BREAKING UPDATE: This Impact Investments Podcast begins with a discussion on the August 14th, 2019 stock market decline. Was this just a bad day at the markets, or an indicator of a possible shift in the market? Our Investor Relations Specialist Erik Bergman breaks down the current events and what it could mean for investors.Secured Investment Corp Director of Funding Heather Dreves follows up with the latest on Quarter 2 Secured Investment High Yield Fund II earnings.When the search for yield and community impact collide. We sit down to talk markets, real estate, and investing for both financial freedom as well as improving the infrastructure in which we live. Interviews with industry professionals on topics that are relevant to the current economic environment. A fast-casual, informal, fun podcast to get what you need to know - when you need to know it. Keep up with the economic trends through market updates with our funding managers, Heather Dreves and Erik Bergman.IMPACT INVESTMENTS PODCAST SEASON #1, EPISODE #5: MINUTE MARKERS1:56 – BREAKING NEWS: The August 14th, 2019 stock market decline. What is unfolding?2:40 – Market moving on two things: China tariffs and interest rates.3:29 – The China Trade Deal – Hong Kong and the Trump Administration.4:00 – VIX: The Volatility Index…a “fear gauge?” 5:37 – The good news – not a lot of loss in OUR market. SIC’s alternatives to investing.6:28 – The Global Economy…is it moving away from risk assets?6:56 – “Take some risk off the table and invest in our funds.”8:39 – Three major asset classes: Stocks, bonds and real estate.9:32 – Interest rates and the alternative investment.14:54 – Secured Investment High Yield Fund II Quarter 2 results.19:21 – Available Secured Investment Corp notes and deeds.Check out The Lee Arnold System of Real Estate Investing YouTube Channel: https://www.youtube.com/c/leearnoldCHECK US OUT – INVESTING MADE SIMPLE:SECURED INVESTMENT CORP: https://home.securedinvestmentcorp.com/COGO CAPITAL: https://cogocapital.comTHE LEE ARNOLD SYSTEM OF REAL ESTATE INVESTING: https://leearnoldsystem.comATTEND THE NATIONWIDE FUNDING TOUR: https://fundingtour.comSupport the show (http://securedinvestmentcorp.com/impact-investments-podcast/)

    Boost Your Retirement Income

    Play Episode Listen Later Jul 24, 2019 29:01


    When the search for yield and community impact collide. We sit down to talk markets, real estate, and investing for both financial freedom as well as improving the infrastructure in which we live. Interviews with industry professionals on topics that are relevant to the current economic environment. A fast-casual, informal, fun podcast to get what you need to know - when you need to know it. Keep up with the economic trends through market updates with our funding managers, Heather Dreves and Erik Bergman.IMPACT INVESTMENTS PODCAST SEASON #1, EPISODE #4: MINUTE MARKERS0:25 – “Getting your wheels rolling with retirement.”2:22 – At what age are people retiring today?4:25 – How much in assets does one need to retire?6:25 – Savings versus healthcare costs.8:00 – Sitting down to planning the spend and save.8:40 – “Taking a little more ownership” – the self-directed IRA.10:00 – “Our last dollar – our last day”.11:08 – Finding a yield that fits what you are trying to do.12:25 – Opportunities in real estate investing – first-lien notes.15:55 – Having the intel about the borrower and origination of the note.19:47 – Available Secured Investment Corp notes and deeds.Check out The Lee Arnold System of Real Estate Investing YouTube Channel: https://www.youtube.com/c/leearnold CHECK US OUT – INVESTING MADE SIMPLE:SECURED INVESTMENT CORP: https://home.securedinvestmentcorp.com/COGO CAPITAL: https://cogocapital.comTHE LEE ARNOLD SYSTEM OF REAL ESTATE INVESTING: https://leearnoldsystem.comATTEND THE NATIONWIDE FUNDING TOUR: https://fundingtour.comSupport the show (http://securedinvestmentcorp.com/impact-investments-podcast/)

    Diversifying Your Portfolio With Real Estate Assets

    Play Episode Listen Later Jul 10, 2019 33:24


    Impact Investments Podcast | Season 1, Episode 2: Market Overview, Diversifying your portfolio with real estate assetsWhen the search for yield and community impact collide. We sit down to talk markets, real estate, and investing for both financial freedom as well as improving the infrastructure in which we live. Interviews with industry professionals on topics that are relevant to the current economic environment. A fast-casual, informal, fun podcast to get what you need to know - when you need to know it. Keep up with the economic trends through market updates with our funding managers, Heather Dreves and Erik Bergman.IMPACT INVESTMENTS PODCAST SEASON #1, EPISODE #3: MINUTE MARKERS1:16 – Diversifying your portfolio with real estate assets.1:52 – Market overview. Still doing quite well.3:29 – Still a huge need for homeownership out there.5:14 – The Lee Arnold System of Real Estate Investing and the first-time homebuyer.5:59 – Investing in hard assets in an active market.9:30 – Real estate: multiple income streams.11:20 – The millionaire next door.13:16 – The lingering recessionary period and the “buy-and-hold” strategy.21:10 – What are your liquidity needs?23:50 – The “Home Shopping Network” for REI and notes.24:09 – Available Secured Investment Corp notes and deeds.Check out The Lee Arnold System of Real Estate Investing YouTube Channel: https://www.youtube.com/c/leearnold CHECK US OUT – INVESTING MADE SIMPLE:SECURED INVESTMENT CORP: https://home.securedinvestmentcorp.com/COGO CAPITAL: https://cogocapital.comTHE LEE ARNOLD SYSTEM OF REAL ESTATE INVESTING: https://leearnoldsystem.comATTEND THE NATIONWIDE FUNDING TOUR: https://fundingtour.comSupport the show (http://securedinvestmentcorp.com/impact-investments-podcast/)

    Market Overview, Self-Directed IRA’s and Quarter One Performance

    Play Episode Listen Later Jun 10, 2019 26:24


    When the search for yield and community impact collide. We sit down to talk markets, real estate, and investing for both financial freedom as well as improving the infrastructure in which we live. Interviews with industry professionals on topics that are relevant to the current economic environment. A fast casual, informal, fun podcast to get what you need to know - when you need to know it. Keep up with the economic trends through market updates with our funding managers, Heather Dreves and Erik Bergman.IMPACT INVESTMENTS PODCAST SEASON #1, EPISODE #1: MINUTE MARKERS0:11 – Who are we? Heather Dreves & Erik Bergman of Secured Investment Corp.2:39 – Market overview. The successful “Impossible” burger!3:10 – Signs of an overheating market.3:53 – Some will climb, others may fall…but buckle up for a bumpy ride.4:45 – Tariffs and trade war – adding to the volatility?5:00 – Quarter One upside.5:23 – Economic advice and current events – move some assets around.6:14 – The real estate market: So what’s the latest?11:23 – Self-directed IRA’s and their advantages no matter what market.14:30 – Diversification of your assets – “don’t put all your eggs in one basket!”17:25 – Quarter One performance results with Secured Investment Corp High-Yield Funds.Check out The Lee Arnold System of Real Estate Investing YouTube Channel: https://www.youtube.com/c/leearnold CHECK US OUT – INVESTING MADE SIMPLE:SECURED INVESTMENT CORP: https://home.securedinvestmentcorp.com/COGO CAPITAL: https://cogocapital.comTHE LEE ARNOLD SYSTEM OF REAL ESTATE INVESTING: https://leearnoldsystem.comATTEND THE NATIONWIDE FUNDING TOUR: https://fundingtour.comSupport the show (http://securedinvestmentcorp.com/impact-investments-podcast/)

    Impacting YOUR community while creating wealth!

    Play Episode Listen Later Apr 10, 2019 20:43


    When the search for yield and community impact collide. We sit down to talk markets, real estate, and investing for both financial freedom as well as improving the infrastructure in which we live. Interviews with industry professionals on topics that are relevant to the current economic environment. A fast casual, informal, fun podcast to get what you need to know - when you need to know it. Keep up with the economic trends through market updates with our funding managers, Heather Dreves and Erik Bergman.IMPACT INVESTMENTS PODCAST SEASON #1, EPISODE #1: MINUTE MARKERS0:35 – Who are we? Heather Dreves & Erik Bergman of Secured Investment Corp.2:03 – Heather’s role – working with investors and deploying capital.2:43 – Erik’s role – market overview and the looming recession.4:57 – The Inverted Yield Curve and the 10-year treasury – a recession indicator?6:21 – Other major components of the economic cycle.7:11 – Real Estate Investment Trusts (REIT’s)12:39 – Secured Investment Corp High Yield Funds and how they work.14:56 – Private Equity Funds – weighing the risk versus return.16:36 – What sets Secured Investment Corp aside from the pack.18:54 – “A pheromonal component to the overall portfolio.”19:39 – Contacting us at Secured Investment Corp and utilizing our website.Check out The Lee Arnold System of Real Estate Investing YouTube Channel: https://www.youtube.com/c/leearnold CHECK US OUT – INVESTING MADE SIMPLE:SECURED INVESTMENT CORP: https://home.securedinvestmentcorp.com/COGO CAPITAL: https://cogocapital.comTHE LEE ARNOLD SYSTEM OF REAL ESTATE INVESTING: https://leearnoldsystem.comATTEND THE NATIONWIDE FUNDING TOUR: https://fundingtour.comSupport the show (http://securedinvestmentcorp.com/impact-investments-podcast/)

    Introduction: The Impactful Investment

    Play Episode Listen Later Mar 26, 2019 2:27


    We have built our name through investors like you, empowering vetted real estate entrepreneurs to borrow from our funds and thereby bring under-performing residential properties back on the community tax rolls, raising the values of surrounding properties, and providing safe, affordable housing to a new generation of families. Keep up with the economic trends through market updates with our funding managers, Heather Dreves and Erik Bergman.Support the show (http://securedinvestmentcorp.com/impact-investments-podcast/)

    Claim Impact Investments Podcast

    In order to claim this podcast we'll send an email to with a verification link. Simply click the link and you will be able to edit tags, request a refresh, and other features to take control of your podcast page!

    Claim Cancel