Real Wealth Real Health

Real estate developer Evan Holladay explains how the public perception of affordable housing is changing and discusses his unique approach within this sector. Affordable housing is a more pressing issue than ever in many cities, and more and more people are starting to get on board with the idea. In this episode, Evan Holladay shares how he approaches affordable housing, creating community-oriented spaces that allow their residents to live and thrive. In fact, he has coined the term ‘attainable housing' to help remove the stigma associated with affordable housing. He breaks down two key examples his company has worked on — artist housing and housing for people in recovery — and shares some practical tips for financing, sustainable development, and creating a win-win-win for investors, partners, and community members. Evan Holladay is the founder and CEO of Holladay Ventures, a firm focused on creating and investing in workforce, affordable, and mixed-income communities. Their mission is to create quality housing opportunities and empower the residents to realize their full potential. Evan is also the host of the iTunes Top 200 business and real estate podcast, "Monumental," where he sits down with top leaders and entrepreneurs making massive changes in the world. Key Insights: Destigmatizing affordable housing Attainable housing that helps residents thrive Your story matters Public perception on affordable housing is changing A sustainable approach to development Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing's community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio:  Evan Holladay is a real estate developer and investor with over $473 million and 2,276 units of multifamily real estate developed and invested. Evan is founder and CEO at Holladay Ventures where their team specializes in creating and investing in workforce, affordable and mixed-income communities. Their mission is to create quality housing opportunities and empower the residents to realize their full potential. Evan is also the host of the iTunes Top 200 business and real estate podcast, "Monumental," where he sits down with top leaders and entrepreneurs making massive changes in the world. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Holladay Ventures website Connect with Evan on LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

Ellevest CIO Sylvia Kwan talks about the results of the Women's Financial Health Index and describes the shifts she's seen in women's investing habits, goals, and priorities Women are about to become the recipients of the greatest wealth transfer in history, and yet only 37% of women invest compared to 63% of men. In this episode, Ellevest CIO Sylvia Kwan reflects on some of the key findings in her company's recent Women's Financial Health Index. Sylvia also discusses the trends she's noticed among women when it comes to values-aligned investing, and she explains how this shift will have major implications for the future of the financial services industry.  Sylvia Kwan is the Chief Investment Officer at the woman-first financial company Ellevest. Dr. Kwan is a CFA charterholder with a PhD in engineering economic systems from Stanford and a BS in computer science and applied math from Brown. With more than 30 years of experience, she's held positions at Charles Schwab and Financial Engines. Key Insights: Sylvia's own journey as a woman in finance The benefits of illiquid investments Ellevest Women's Financial Health Index findings Impact investing is the future Changing demographic values Why community is vital for this movement Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing's community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio   Guest Bio: Sylvia Kwan is the Chief Investment Officer at the woman-first financial company Ellevest. Dr. Kwan is a CFA charterholder with a PhD in engineering economic systems from Stanford and a BS in computer science and applied math from Brown. With more than 30 years of experience, she's held positions at Charles Schwab and Financial Engines. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Ellevest Ellevest Women's Financial Health Index Connect with Sylvia on LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

40-year CRE veteran Todd Weaver shares the strategies and mindsets he's using to navigate our current market conditions.  Whether you're a first-time real estate investor or a seasoned professional, there's always more to learn. In this episode, Todd Weaver discusses the commercial real estate landscape with an emphasis on the Los Angeles market as a leading indicator in real estate, and why investors should focus on their discount rate versus cap rate. He addresses frequently asked questions about the economic environment, interest rates, leverage, and duration amongst the important data points to consider when investing, and the types of assets he's focused on right now. Todd is the founder of Synergy Commercial Real Estate, Inc., a faculty member at UCLA Extension, and an expert with nearly 40 years of real estate experience.  In 1993 Todd D. Weaver founded Synergy Commercial Real Estate, Inc., a boutique firm specializing in investment brokerage. Todd is a licensed Real Estate Broker, licensed General Contractor, Certified Property Manager, and Certified Commercial Investment Member. Todd possesses over 30 years of experience in the business, with a background that includes developing and repositioning 5,000,000 square feet and successfully completing hundreds of complex commercial lease and sales transactions. Todd is a past president of the CCIM Greater Los Angeles Chapter, and an active member of the Institute of Real Estate Management and International Council of Shopping Centers. He is on faculty at UCLA Extension where he teaches finance and commercial real estate. Key Insights: Continuing education can help your investing Discount rate vs. cap rate Are we in a recession? The issue with negative leverage Is retail back? Invest like an optimist Opportunities in today's market Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing's community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: In 1993 Todd D. Weaver founded Synergy Commercial Real Estate, Inc., a boutique firm specializing in investment brokerage. Mr. Weaver was born and raised in Los Angeles and attended the University of California at Santa Barbara where he earned his B.A. in 1981. Todd is a licensed Real Estate Broker, licensed General Contractor, Certified Property Manager (CPM), and Certified Commercial Investment Member (CCIM). Todd possesses over 30 years of experience in the business, with a background that includes developing and repositioning 5,000,000 square feet and successfully completing hundreds of complex commercial lease and sales transactions on behalf of developers, investors, financial institutions, and government agencies. Todd is a Past President of the CCIM Greater Los Angeles Chapter, and an active member of the Institute of Real Estate Management and International Council of Shopping Centers. Todd is on faculty at UCLA Extension where he teaches finance and commercial real estate. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Synergy Commercial Real Estate Email Todd UCLA Extension Learn more about your ad choices. Visit megaphone.fm/adchoices

A multifamily real estate professional explains how viewing money as energy will allow you to find greater alignment between your investments and your life's purpose. Vinki Loomba is the founder and CEO of Loomba Investment Group, a company dedicated to helping people build wealth through multifamily real estate investing. Vinki chose this career path after a spiritual awakening that showed her she could do more for her community by using all the knowledge she had gained through years of passive real estate investing. In this episode, Vinki shares her inspiring story of discovering her purpose, and she reflects on some of the ways our collective consciousness has shifted in recent years. Vinki also shares practical advice about finding investment opportunities in a variety of economic conditions, and she encourages listeners to move beyond a scarcity mindset. Vinki Loomba is a successful entrepreneur and strategist with a background in commercial real estate, information technology, and academia. She is a former IT professional and a professor who transitioned to full-time real estate investing. Vinki is an expert in strategic planning and management with a strong ability to connect the dots. With her unique combination of corporate and entrepreneurial experience, she is quite familiar with busy professionals' distinct challenges. The goal of her work is to provide investors with the right knowledge to be able to make wise investing decisions aligned with their long-term financial goals in order to achieve financial success. Key Insights: How real estate investing helped Vinki find her purpose We attract like minded people Investing as a path to freedom The energy of money Finding opportunities in any economic conditions A scarcity mindset creates scarcity Wealth is not money Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing's community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio:  Vinki Loomba is the founder & CEO of Loomba Investment Group, a private equity/investment firm specialized in real estate syndications. Vinki is a successful entrepreneur and strategist with a background in commercial real estate, information technology, and academia. She is a former IT professional and a professor who transitioned to full-time real estate investing. Vinki is an expert in strategic planning and management with a strong ability to connect the dots. With her unique combination of corporate and entrepreneurial experience, she is quite familiar with busy professionals' distinct challenges. The goal of her work is to provide investors with the right knowledge to be able to make wise investing decisions aligned with their long-term financial goals in order to achieve financial success. Driven by her mission to help and touch one million lives in a meaningful way, Vinki is best known for inspiring many in her circle. She strongly believes that with 100% focus and concentration you can transform any idea into reality. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Loomba Investment Group Connect with Vinki on LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

A serial entrepreneur explains why he's focused on mitigating the “age of disasters” Lifeboat Ventures CEO and Managing Director Gopi Mattel believes we are now in the age of disasters. From natural disasters to economic crises to pandemics, Lifeboat Ventures is focused on solving problems through disaster impact mitigation startups. In this episode, Gopi provides a new framework for thinking about disasters and explains why the venture capital space is uniquely positioned to tackle these problems head on. He also breaks down the difference between venture funds and venture studios, and he explains how one of Lifeboat's startups is addressing the California housing crisis.  Gopi Mattel is a serial entrepreneur and the CEO and managing director of Lifeboat Ventures. He's also the founder and CEO of CellarStone, Inc., a Silicon Valley-based company that provides solutions in the area of sales performance management. Gopi has decades of experience with starting and running businesses, and he's spent more than 30 years in the technology and executive management space.  Key Insights: We are now in the age of disasters Why venture? Unique solutions to the housing crisis What are B-Corporations? Scarcity is a human concept Venture studio vs. venture fund Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing's community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Gopi Mattel is a serial entrepreneur and is the managing partner and CEO at Lifeboat Ventures, a venture studio for disaster impact mitigation startups. He's also the Founder and CEO of CellarStone, Inc., a Silicon Valley-based company that provides solutions in the area of Sales Performance Management. Gopi is also the director of the Chennai, India chapter of the Founder Institute, which he launched. He has spent the past four years managing cohorts of startups, coaching numerous startups through the detailed steps from ideation to funding. Prior to Lifeboat Ventures and CellarStone, Gopi founded Motiva, Inc., a pioneering firm in the Sales Performance Management space, which was acquired by Siebel/Oracle. He has decades of deep and granular experience in all the various aspects of starting and running a business, and more than 30 years of experience in Technology and Executive Management. Gopi has implemented Sales Performance Management systems for companies such as Allied Signal Aerospace, Clorox, Milwaukee Electric Tool, Hill-Rom, Transamerica Capital, among others. He has held management positions at Citibank, FSB., and The Gap, Inc. He serves as an advisor for Pepperdine University Graziado Business School's Most Fundable Companies program, and is a contributor to thestreet.com. Gopi holds a Bachelor of Science degree and University First Rank in Geography and Statistics from the University of Madras, Chennai, India. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Lifeboat Ventures ADU,Works Learn more about your ad choices. Visit megaphone.fm/adchoices

Checking in with a wealth advisor about planning for the future in our current economic climate. In seasons of economic uncertainty, it's more important than ever to have a solid financial plan. In this episode, wealth advisor Jerry St-Cyr shares some of the most important considerations to keep in mind about retirement planning, long-term care insurance, and investing in today's market. He also explains why he's so passionate about helping women secure their financial independence, and he shares a preview of his upcoming book, WOMANITY! A Tribute to Women. Jerry St-Cyr is a wealth advisor with New York Life Insurance Company, where he focuses on retirement, financial, and legacy planning. Jerry previously worked as a financial advisor at Morgan Stanley and a global business leader in sales management, marketing, business development, and corporate negotiation. Jerry is also the author of two books, My Wine Guide (made simple) and WOMANITY! A Tribute to Women.  Key Insights: Jerry's perspective on our current economic situation Why retirement planning needs to evolve What to include in your financial plan When to start investing in long-term care insurance Investing in today's market Jerry's new book and his efforts to celebrate women  Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing's community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Jerry St-Cyr is a wealth advisor with New York Life Insurance Company. Prior to this role, Jerry was a Financial Advisor for five years at Morgan Stanley focusing on retirement, financial and legacy planning for families in the Tri-State area. Prior to that, he was a multi-dimensional global business leader with executive-level sales management, marketing, business development and corporate negotiation experience in North and South America, Europe and Asia.   Jerry still focuses on retirement, financial and legacy planning. His other areas of expertise lie in 401K and Defined Benefit plans. His target audiences include women, small business owners, doctors' and lawyers' offices, religious organizations and successful individuals and families in the Tri-State area. Jerry received his Bachelor's Degree in Commerce with a major in Marketing from McGill University in Montreal, Canada. He also studied Strategic Negotiations at Harvard, the Executive Development Program at the Wharton School of Business, International Project Management at IMD Business School in Switzerland and Finance and Leadership at the Singapore Institute of Management. Jerry is also an accomplished author of two books: My Wine Guide (made simple) and WOMANITY! A Tribute to Women.  Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com gmstcyr@comcast.net Learn more about your ad choices. Visit megaphone.fm/adchoices

Three Keys Investment Founder Julie Holly explains why it's important to keep investing even when economic conditions seem less than ideal. It may seem prudent to hold off on investing in real estate in the midst of our current economic climate. Julie Holly argues that you can invest wisely no matter what's happening in the markets, and if you don't invest at all, you're losing money. In this episode, Julie shares her perspective on the ways that rising interest rates are impacting investor behavior in both residential and multifamily real estate. She also explains how she's continuing to find opportunities, overcoming fear and doubt, and she shares her best advice for staying grounded, becoming a more confident investor, and prioritizing the things that matter most to you. Julie Holly is the founder of Three Keys Investment, an organization that helps people find their freedom through multifamily real estate investing. She has invested in single family homes, house-hacked before it had a name, managed properties from 1,000 miles away, and passively invested in multifamily assets. Julie is also a high-performance coach and host of “The Conscious Investor” podcast, a show focused on supporting investors at every step of their journey. Key Insights: The impact of rising interest rates on multifamily real estate Understanding economic cycles How to keep investing regardless of economic conditions Building confidence as an investor Julie's tips for staying grounded What it really means to have wealth Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing's community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Julie Holly is the founder of Three Keys Investment, an organization that helps people find their freedom through multifamily real estate investing. She has invested in single family homes, house-hacked before it had a name, managed properties from 1,000 miles away, and passively invested in multifamily assets. Currently, Julie is passively invested in nearly 300 doors, strategically partnered in 68 Atlanta-based units, and a general partner in 120 units. Julie is also a high-performance coach and host of “The Conscious Investor” podcast, a show focused on supporting investors at every step of their journey. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Three Keys Investments Connect with Julie on LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

Purse Strings founder Barbara Provost explains how the finance sector continues to fail women and shares what she's doing to change that. Even though women are responsible for more than $23 trillion in annual household spending and will inherent $30 trillion in the next 7-10 years, the financial industry continues to overlook and underserve them. Dr. Barbara Provost grew tired of seeing this same problem affecting the women around her and shape her work as a financial educator. So, she took action. In this episode, Barbara shares the inspiration behind her company, Purse Strings. She and AdaPia discuss how women can build a strong financial foundation for themselves and their communities, the different messages that men and women receive about money and power, and how these messages can lead to shame and fear - until we examine them, and choose more empowering ones. Dr. Barbara Provost is the founder of Purse Strings, a business development service introducing women who seek financial advice to service providers who understand their unique needs. The company also offers a breadth of free educational resources designed to help every woman, regardless of her financial situation. Barbara has 20+ years of experience as an educational consultant to the banking and insurance industries and is passionate about using that expertise to equip and empower women. Key Insights: How the finance industry is failing women Building a financial foundation The benefits of financial coaches Establishing your financial values Financial empowerment through community Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing's community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Dr. Barbara Provost has 20+ years of experience as an educational consultant to the banking and insurance industries. Over the years, she grew tired of these male-dominated sectors consistently shaping their sales messaging and resource development solely for target audiences of men (while blatantly ignoring the $23 trillion in annual spending that women alone are responsible for). Barb took action in 2015 by launching Purse Strings, a company for and by women boasting a unique dual business model. Purse Strings features a new business development service introducing women who seek financial advice to service providers who understand their unique needs. The company simultaneously offers a breadth of free educational resources designed to help every woman, no matter if they have a little money or a lot, get smart about money. Barb's life motto is “be financially fearless.” Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Purse Strings Learn more about your ad choices. Visit megaphone.fm/adchoices

LENDonate founder Vivienne Hsu shares an inside look at how nonprofits are funded and explains how accredited investors can give back through her unique platform. When looking for a way to merge her institutional finance experience with her passion for philanthropy, Vivienne Hsu decided to create LENDonate. This marketplace lending platform allows accredited investors to crowdfund loans that support various nonprofit organizations and projects. In this episode, Vivienne explains the business model that keeps nonprofits afloat, including the major role of debt financing and real estate. Vivienne also provides an overview of LENDonate's underwriting process and shares how investors can create social change while also generating returns. Vivienne is a CFA, entrepreneur, investment executive, and independent board member with over 20 years of financial services experience. She worked in a variety of institutional finance roles, including Senior Vice President at U.S. Trust, Vice President and Senior Portfolio Manager for Charles Schwab Investment Management, and lead portfolio manager for the Schwab Hedged Equity Fund. Viviennne then decided to focus on social entrepreneurship and became the founder and CEO of LENDonate. Key Insights: Transitioning from investment management to entrepreneurship The nonprofit business model Debt financing for nonprofits LENDonate's underwriting process Are nonprofit borrowers riskier than other investments? Nonprofit finance in periods of inflation Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing's community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Vivienne Hsu, CFA is an entrepreneur, investment executive, and independent board member with over 20 years of financial services experience. As an expert in her field, she has appeared in numerous interviews on CNBC and Bloomberg TV and is frequently quoted in national publications, including The Wall Street Journal and Kiplinger. Most importantly, she is passionate about strategic philanthropy and sustainable investment. She is the founder and CEO of LENDonate, a unique marketplace lending and donation sourcing platform where nonprofits and supporters leverage their collective power for the greater good. She also serves as independent trustee on the board of ASYMmetric ETFs. Prior to being a social entrepreneur, Vivienne was Senior Vice President at U.S. Trust where she advised on complex financial matters. She served as a Vice President, Senior Portfolio Manager for Charles Schwab Investment Management where she oversaw its active equity strategies and was the lead portfolio manager for the Schwab Hedged Equity Fund. Under her leadership, the firm launched three new funds which garnered close to $500 million at launch. Prior to that, she was Vice President and Portfolio Manager at American Century Investments where she co-managed mutual funds that totaled more than $10 billion. Rounding out her experience was investment risk consultant at MSCI Barra, and pension actuarial work on retirement plans. She received an MBA from the Haas School of Business at the University of California, Berkeley, where she also received an undergraduate degree in applied mathematics. Vivienne is co-chair on the board of Los Altos Mountain View Community Foundation; and a member of the board of How Women Lead and Aeris Insights. In 2011-12, she volunteered full time as development director at Women's Initiative for Self Employment which helped low income women start and sustain their own businesses. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com LENDonate Learn more about your ad choices. Visit megaphone.fm/adchoices

A real estate attorney highlights common legal concerns that new investors miss, and shares his experience in running franchises and investing in RV parks. Whether you're investing in a simple real estate deal or branching out into a new asset class, finding trustworthy partners and creating a solid legal agreement are vital steps for protecting yourself and your wealth. In this episode, Seth Bradley explains why these agreements are so important, and shares some helpful tips for new investors to look out for. He also discusses his experience as a franchise owner and the challenges he faced during COVID-19, how franchises can fit into an investor's portfolio, and shares about a different asset class - RV parks, and why these are poised for growth in the future. Seth is a real estate entrepreneur and an expert at creating passive income while working as a highly paid, busy professional. He's closed billions of dollars in real estate transactions as a real estate attorney, investor and broker. Seth is the Managing Partner of Law Capital Partners, a private equity firm focused on value-add real estate acquisitions and development. He oversees the company's overall investment strategy, business development, investor relations, and legal and compliance oversight, and he's focused on maximizing investor returns through strategic partnerships, risk mitigation and creative deal structuring. Key Insights: Finding partners you trust Common legal issues for new investors Cap rate compression Managing a business during COVID-19The ins and outs of running a franchise Investing in RV parks Health is vital for wealth Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing's community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Seth Bradley is a real estate entrepreneur and an expert at creating passive income while working as a highly paid, busy professional. He's closed billions of dollars in real estate transactions as a real estate attorney, investor and broker. Seth is the Managing Partner of Law Capital Partners, a private equity firm focused on value-add real estate acquisitions and development. He oversees the company's overall investment strategy, business development, investor relations, and legal and compliance oversight. He brings to the company over 15 years of experience in general management and new business development. Seth focuses his efforts on maximizing investor returns through strategic partnerships, risk mitigation and creative deal structuring. Seth has represented real estate developers, investors, landlords, tenants, and financial institutions in all types of commercial real estate transactions including acquisitions, dispositions, financing, leasing and development, across a full gamut of asset types, including hospitality, multifamily, industrial, office and retail. Previously, Seth practiced law in the real estate and securities departments of three Am Law 200 firms, including most recently a top 3 globally ranked law firm. Seth graduated cum laude from the University of San Diego School of Law and has his Master of Business Administration degree from the W.P. Carey School of Business at Arizona State University. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Law Capital Partners Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach Roesinger explains why CRE brokers are so important and dispels some common misconceptions about his work. Many real estate investors don't even think about the role brokers play in the commercial real estate process, but a great broker can mean the difference between a solid, properly vetted deal, and one that falls apart at the finish line. In this episode, Zach Roesinger shares an inside look at the role CRE brokers play in the industry, discussing topics like the fiduciary duty of brokers, the importance of integrity and relationship building, and the licensing process for all brokers. Zach also describes the process of becoming a successful CRE broker and offers advice to listeners who are interested in exploring this career. Zach Roesinger is the Co-Founder of the CRE Pro Course, and is the Director of Real Estate Acquisition and Development at Galvanized Holdings, LLC. He specializes in opportunity zone real estate acquisition, entitlement and zoning, and construction management of new build projects, as well as 1031-Exchange consulting and third-party capital placement in quick service restaurants and franchised businesses by providing risk-adjusted returns to investors. As a sales leader for Trulia and Zillow, Zach “cut his teeth” outbound cold calling ( >250 calls/day), closing large deals with some of the largest brokerages and real estate teams in the United States. Key Insights: Commercial real estate licenses How to break into commercial real estate brokerage To list or not to list a commercial property Why integrity matters for brokers Becoming an expert on different property types The one-to-many mentality Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing's community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Zach Roesinger is the Director of Real Estate Acquisition and Development at Galvanized Holdings, LLC. He specializes in opportunity zone real estate acquisition, entitlement and zoning, and construction management of new build projects, as well as 1031-Exchange consulting and third-party capital placement in quick service restaurants and franchised businesses by providing risk-adjusted returns to investors. Zach has traveled to over 100 countries and worked on 5 continents for companies like LVMH, Newmark Knight, Cloudera, and Montegra Capital. As a sales leader for Trulia and Zillow, Zach “cut his teeth” outbound cold calling ( >250 calls/day), closing large deals with some of the largest brokerages and real estate teams in the US. A polyglot who is fluent in Spanish and Portuguese, Zach has built sales teams that leveraged automation and proven sales techniques, teaching heavy hitters to focus their efforts on out-of-the-box solutions to complex commercial real estate deals to provide their customers and clients with unparalleled sales experiences. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com CRE Pro Course Connect with Zach on LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

Alpha Investing Principals Fark Tari, CEO, Daniel Cocca, Managing Director, Anne Lin, VP of Underwriting, and AdaPia d'Errico, VP of Strategy, host a live discussion about changing market conditions, actions taken to position the firm's investments during the pandemic, and how they are considering future opportunities. In this episode, we both broadly and specifically address the questions and topics that are top of mind both for Alpha Investing and its investors. Prevalent themes of the episode are centered around: - The current macroeconomic environment - with rising rates and inflation top of mind. - How the firm positioned itself during COVID-19, with an overview of our multifamily, senior housing and single-family rental portfolios - How the firm is looking forward to the types of assets markets and strategies that will make sense in a changed economic environment. Alpha Investing is a private equity real estate firm led by a diverse leadership team with a track record of completing over 50 transactions across 20 states and 7 different asset types. Alpha emphasizes downside protection and capital preservation, operational excellence, and risk-adjusted returns for its network of investors. Key Insights: Alpha's pandemic strategy COVID-19 winners and losers Macro factors affecting real estate Cap rate compression Is a recession imminent? SFR as a compelling asset type and strategy Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing's community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio     Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com  Learn more about your ad choices. Visit megaphone.fm/adchoices

Robin Binkley of Real Equity Investment Partners shares the biggest lessons she's learned through real estate investing in Belize. When Robin Binkley fell in love with the country of Belize, she decided to start investing in properties that would deliver strong returns while also giving back to the community. In this episode, Robin discusses her experience with investing internationally and breaks down the similarities and differences between investing in Belize and in the U.S.. She also offers advice to anyone who's interested in expanding their portfolio to include international real estate, and she shares how she's discovered a new “why” at different points in her investment journey. Robin Binkley is the co-founder of Real Equity Investment Partners. After almost 30 years of working in healthcare, Robin made her first real estate investment in 2018 and since then has dove head first into single family homes, multifamily syndication, international acquisitions, developments, and other passive income generating assets. She's a full-time real estate investor with a desire to make positive change in the world for women, with efforts including finance and money management education. Key Insights: Getting started with real estate investing How to find the right team and investment partners Investing in Belize vs. investing in the U.S. Finding your “why” for different investments The value of waterfront property How to start investing internationally Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing's community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Robin Binkley is the co-founder of Real Equity Investment Partners. Robin has a diverse background in healthcare administration after spending 24 years working as a nursing home administrator and in the healthcare field for almost 30 years. Robin's passion for real estate was realized in the early 1990s, but it was not until in 2018 that Robin made her first real estate investment. Although her time with REITs has been brief, Robin has dove head first into single family homes, multifamily syndication, international acquisitions, developments, and other passive income generating assets.She has additionally founded many other businesses including Bink Holding, LLC, Community of HOUP, LLC. and ASK International, LLC. Today, Robin is a professional real estate investor with a desire to make positive change in the world for women. She aspires to assist women in learning about financial education and money management in the United States and abroad. She is motivated, inspired, and loves sharing her vision with others. It is her greatest desire for women and others to gain financial independence and freedom. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Learn more about your ad choices. Visit megaphone.fm/adchoices

A seasoned investor and innovator, Janine Firpo explains how values-aligned investing can help us spark change and build community. Janine Firpo understands that wealth is one of our most powerful tools for living out our values in a way that makes an impact. In this episode, Janine explains how values-aligned investing can apply to every part of your portfolio, far beyond ESG funds and philanthropy. She also discusses the importance of having honest conversations about money with the people around you, and she shares her perspective on the way values-aligned investing impacts the real estate sector. Janine Firpo has a long history of values-aligned investing and working at the intersection of women and money. Janine has worked at Apple, Hewlett-Packard, the World Bank, and the Bill & Melinda Gates Foundation, before leaving her career in technology to focus on helping women create change through their investments. She's the author of Activate Your Money, co-founder of Invest for Better, and a lead investor in Next Wave Impact, a fund designed to help more women become angel investors. Key Insights: The limitations of ESG How to evaluate investments Investing is like a cake The value of talking about money Values-aligned investing in real estate Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing's community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Janine Firpo is a seasoned values-aligned investor and social innovator, with a long history of working at the intersection of women and their money. From the early years of Apple Computer to senior positions with Hewlett-Packard, the World Bank, and the Bill & Melinda Gates Foundation, Janine has always found herself making an impact. In 2017 she left a successful 35-year career in technology and international development to focus on how women can create a more just and equitable society through their financial investments. Her book, Activate Your Money: Invest to Grow Your Wealth and Build a Better World, was a collaborative effort with almost 150 women. Janine walks her talk. She is taking action to move all her own assets into investments she feels good about and is watching them grow with market-rate returns. In 2021, she joined forces with Ellen Remmer to co-found Invest for Better. Janine is also a lead investor in Next Wave Impact, an impact fund designed to help more women become angel investors. And, she chairs the board of Zebras Unite, an organization that is developing the capital structures, community, and culture that non-unicorn start-up businesses need to thrive. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Activate Your Money Invest for Better Connect with Janine on LinkedIn Follow Janine on Twitter Learn more about your ad choices. Visit megaphone.fm/adchoices

After more than 20 years of working with C-suite leaders in Fortune 500 firms, Damon D'Amore explains how pragmatism and optimism work best when paired together. Damon D'Amore recognizes that every one of us is on our own hero's journey, and he's dedicated to helping C-suite leaders progress on their journey with improved performance and the ability to effectively share their stories. In this episode, Damon breaks down a variety of concepts that he uses in his work and applies them to the way investors make decisions. He explains how a blend of pragmatism and optimism can make investors more confident and informed, allowing them to plan for storms while also knowing that every market change is temporary. He also discusses the importance of keeping your goals in mind when evaluating the risk of different investments. Damon D'Amore has spent more than 20 years working directly with C-suite leaders in Fortune 500 firms, and half of his clients are women. His work focuses on psychological performance and storytelling to gain stakeholder advocacy. Damon also speaks internationally on legacy, personal development, resilience, mindset, and applying the lessons of entrepreneurship to corporate environments. Key Insights: The hero's journey for women How to evaluate risk The importance of keeping your goals in mind Commitment to daily self-improvement Expecting market changes Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing's community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Damon D'Amore has spent more than 20 years working directly with C-suite leaders in Fortune 500 firms. His work focuses on psychological performance and storytelling to gain stakeholder advocacy. Damon speaks internationally on legacy, personal development, resilience, mindset, and applying the lessons of entrepreneurship to corporate environments. Half of Damon's clients are female leaders in the C-Suite. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Legacy Mentor “How to be a Pragmatic Optimistic” Learn more about your ad choices. Visit megaphone.fm/adchoices

From investment banking to venture investing to founding a fintech company, Tracy McWilliams shares how she's fighting fragmentation to help investors find and evaluate startups. Tracy McWilliams created Jaspy because she noticed an enormous gap between corporates and early stage companies. As the founder and CEO of Inspire Global Ventures and a former investment banker, Tracy is passionate about both investing and entrepreneurship and wants to simplify the investment process for people interested in funding startups. In this episode, Tracy breaks down the key factors that contribute to a successful startup, including criteria to look at when evaluating a potential investment. She also talks about the idea that anyone can be an entrepreneur, and she shares advice for founders who want to pivot but aren't sure if the timing is right. As the founder and CEO of Inspire Global Ventures, Tracy bridges her experience as an investment banker with a passion for entrepreneurship, knowledge of government entities, and advocacy of technologies that inspire breakthrough problem-solving. Most recently Tracy founded and launched the Jaspy technology platform, creating a new standard for people and corporations investing in private transactions. Key Insights: * The problem with early stage investing * Careers are not linear * Characteristics of a great entrepreneur * How to pivot the right way * Advice for investing in startups Guest Bio: Tracy McWilliams is an investor, board member and advisor to teams, technologies and firms that disrupt their industries. As the founder and CEO of Inspire Global Ventures, Tracy bridges her experience as an investment banker with a passion for entrepreneurship, knowledge of government entities, and advocacy of technologies that inspire breakthrough problem-solving. Most recently Tracy founded and launched the Jaspy technology platform, creating a new standard for people and corporations investing in private transactions. As an investment banker, Tracy rapidly advanced inside of corporate financial services firms, financing debt and equity for corporates, government agencies and manufacturers. She was the founder of Heritage Capital, CEO of Heritage Advisory, and served as a banker at Kemper Securities before leading a private family trust. Tracy has invested in and advised a portfolio of 20+ companies in financial technology, real estate technology, artificial intelligence, and crowdfunding industries. Companies include: PayForward, Crowdstreet, Realty Mogul, Wavemaker Labs, Potrero Medical and PopID. Tracy invested in the seed round and served as an advisor to Random Forest Capital, which was purchased within 18 months from inception by Franklin Templeton. She serves as an advisor and board member to numerous early stage founders and established the Early Stage Leadership Council to connect early stage companies with communities and governments where they operate. Tracy earned a bachelor's degree in business finance from the University of Southern California. Resources: Real Wealth Real Health Alpha Investing [odcast@alphai.com Inspire Global Ventures Jaspy Learn more about your ad choices. Visit megaphone.fm/adchoices

Hutch the Marine Investor shares how he's transforming the lives of veterans by helping them build passive income through real estate investing. Shelon “Hutch” Hutchinson started investing in real estate so he could have a passion project after retiring from the Marines, and he's now helping other veterans do the same. Hutch is the owner and co-founder of H Squared Capital, a real estate investment firm that provides veterans with opportunities to invest in multifamily real estate syndications alongside high-net worth partners. In this episode, Hutch shares the unique and important work he's doing to educate veterans, provide investment opportunities, and give back through non-profit organizations. He also shares advice for anyone who's looking to get started as a multifamily investor. Hutch is a Master Sergeant (E-8) in the United States Marine Corps who oversees 200 marines. Throughout his 21-year career, he has served in many leadership roles in Marine Corps aviation. He has been awarded several personal awards for his job performance and has created and led teams that performed effectively in training and combat operations. Hutch is also a successful real estate investor in both the single and multifamily spaces. Key Insights: The unique financial situation for veterans Investing during a recession How to get started with multifamily investing Empowering veterans to invest Nature's abundance versus the human concept of scarcity Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing's community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Shelon “Hutch The Marine Investor” Hutchinson is a Master Sergeant (E-8) in the United States Marine Corps. Throughout his 21-year career, he has served in many leadership roles in Marine Corps aviation. He has been awarded several personal awards for his job performance. He has created and led teams of various sizes that performed effectively in training and combat operations. Hutch has successfully executed over $2.4 million in single-family real estate transactions which include over $870k as a real estate agent (currently not active) and over $11 million in multifamily property acquisition. Hutch recently co-sponsored the acquisition of a 55-unit portfolio in Spartanburg, South Carolina, and a 167-unit apartment complex in Augusta Georgia. Hutch is a member of the Professional Investor Guild in Pensacola, Florida, and a member of the Michael Blank Deal Maker Mastermind. Hutch has a Bachelor of Science in Aeronautics from Embry Riddle Aeronautical University. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com H Squared Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

A $1 billion real estate operator stresses the importance of setting realistic expectations for investors in the current market. Veena Jetti believes it's always better to under promise and over deliver. She's the founding partner of Vive Funds, a commercial real estate firm that specializes in curating conservative opportunities for investors. She has over a decade of real estate experience that includes founding real estate firms and acquiring and managing over $1 billion in real estate. In this episode, Veena talks through some of the current trends she's seeing in the multifamily market, from low cap rates to rising construction costs to high prices on older properties. She explains the advantages of appropriate underwriting and choosing conservative investment opportunities over ones that promise overly high returns, and she shares some predictions about where the growing challenge of affordability in real estate might lead. Veena Jetti is the founding partner of Vive Funds, and also a founding partner of Enzo Multifamily. Her professional expertise includes driving corporate strategy and business development opportunities. She has a finance degree from the University of Illinois at Chicago, and she's a sought after speaker, panelist, and podcast guest. Key Insights: Prioritizing the LP experience Investing in the Atlanta market Vive's response to rising construction material and labor costs The need to reset investor expectations Affordability challenges in real estate Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing's community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Veena Jetti is the founding partner of Vive Funds, a unique commercial real estate firm that specializes in curating conservative opportunities for investors. Veena brings a dynamic perspective to targeting, acquiring, managing, and operating assets using best practices combined with cutting edge technologies. Her professional expertise includes driving corporate strategy and business development opportunities. After graduating from the University of Illinois at Chicago with a degree in Finance at 20 years old, she pursued her passion of real estate. Veena, also a founding partner of Enzo Multifamily, has over a decade of real estate experience and over $1B+ in real estate assets over her career in both the startup world as well as the corporate world. Because of her diverse background, she is often a panelist and speaker for various podcasts, global conferences, and radio shows. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Vive Funds Learn more about your ad choices. Visit megaphone.fm/adchoices

A career CEO, activist, and board expert shares the importance of women taking leadership roles as founders, on boards, and as investors. Julie Castro Abrams is leading a movement of women who invest in women-led companies, and are transforming the venture landscape as a result. As the founder and CEO of How Women Lead, she's devoted to getting more women on public and private boards, and as the Managing Partner at How Women Invest, she has created a unique VC firm where thousands of women are investing in other women-led companies - with groundbreaking results. In this episode, Julie shares her perspective on the progress being made toward diversity in venture and on corporate boards, the importance of a strong personal frame for oneself and others, taking empowered action in the face of injustice, the hierarchy of philanthropy, and the inspiring movement of women who are investing in other women founders who, in turn, are creating successful businesses across a broad spectrum of industries - from female-focused to AI-driven. Julie is the founder and CEO of How Women Lead, a sought-after speaker, and a consultant who helps leaders achieve their growth and breakthrough goals. She's also a philanthropist who created How Women Give and serves as the governance chair for the Women's Funding Network. Julie has won many awards including the Jobs Genius Award, Morgan Stanley Innovation Award, Cisco Innovation in Technology, "Women Who Could Be President" League of Women Voters, Stevie Award for Best Non Profit Executive, Human Rights Award from the Commission on the Status of Women, the Women of Color Action Network, Leadership California and the Marin Women's Hall of Fame in 2011. Key Insights: The impact of your personal frame on your ability to succeed The growth and gains that result from board diversity The power of women investing in women-led companies Maimonides' hierarchy of philanthropy and how it relates to investment Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing's community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Julie Castro Abrams is an expert on building boards that add a strategic advantage including proactive searches for women on corporate boards. An experienced CEO and sought-after speaker in entrepreneurship and how women lead, she is widely recognized because of her unique ability to connect people and facilitate rich conversations that make change happen. Julie partners with terrific CEOs to build high performance, multicultural teams, in particular boards that make organizations better. She has a successful consulting practice with leaders she admires to achieve their growth and breakthrough goals. Julie's commitment to justice and community are well known in her personal and professional endeavors. She serves as a leader on the boards of organizations focused on women and children, Latinos, economic development and the arts. Julie is a philanthropist who launched How Women Give and serves as the Governance Chair for the Women's Funding Network. Thousands of new businesses attribute their launch and growth to her support which has resulted in millions toward the economic growth in communities. She is a leader in the country's movement to build and fund start ups. Julie has won many awards including the Jobs Genius Award, Morgan Stanley Innovation Award, Cisco Innovation in Technology, "Women Who Could Be President" League of Women Voters, Stevie Award for Best Non Profit Executive, Human Rights Award from the Commission on the Status of Women, the Women of Color Action Network, Leadership California and the Marin Women's Hall of Fame in 2011. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com How Women Invest How Women Lead Learn more about your ad choices. Visit megaphone.fm/adchoices

A leading macroeconomist explains how knowledge of economic cycles can help investors make better decisions at the right times. Akhil Patel has been studying, writing and teaching about the most important economic cycle that most people don't know about. He knows that real estate markets operate on an 18.6 year cycle, and he believes understanding that cycle can help people grow and protect their wealth. To kick off 2022, Akhil returns to the podcast for a conversation about our current real estate and stock market cycles, where we are in the cycle and whether we are tracking according to the 18.6 year cycle (we are), and he goes into some predictions for the coming year and practical ways that cycles should inform our investment decisions. This is a more in-depth conversation about Akhil's and Property Sharemarket Economics' work and follows on from the introductory conversation we had with Akhil at the beginning of 2021 (RWRH episode 21). Akhil is a director at Property Share Economics and a leading expert on economic, financial, and property cycles. He has experience in audit, central government and international banking and also serves as a principal policy advisor to the European Bank for Reconstruction and Development. Throughout his career, Akhil has worked on a range of projects including reviewing large infrastructure public private partnerships and helping establish the UK's £3 billion International Climate Fund. Key Insights: How the real estate market operates on an 18.6 year cycle How smartphone technology shaped our current economic cycle The role of human behavior (fear and greed) in investing and cycles How the stock market and real estate market cycles interact The impact of migration to secondary and tertiary markets Advice for investors in our current cycle Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing's community of professionals, advisors,investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Akhil became interested in economic cycles during his school years when he came across Henry George's Progress and Poverty, which explained why economies go through periods of boom and bust. Later on, he witnessed the negative effects of not understanding economic cycles when his family's business went through difficult periods during the major recessions in the early 1990s and during the global financial crisis after 2008. He became determined to develop a body of work that would help people – whether they were investors, business owners or those just interested in doing something with their savings to grow their wealth or manage their affairs through the course of these economic cycles. Akhil has professional experience in audit, central government and international banking and has worked on a range of issues from reviewing large infrastructure public private partnerships (PPP) deals to helping establish the UK's £3 billion International Climate Fund. He has two Masters Degrees (in Finance and Public Policy) and a first degree in the Classics from Oxford. He is also currently a principal policy advisor to the European Bank for Reconstruction and Development (EBRD). Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Property Share Economics Akhil's first episode on Real Wealth Real Health Learn more about your ad choices. Visit megaphone.fm/adchoices

AdaPia and Daniel discuss the biggest lessons they've learned in 2021 and share their hopes and expectations for the new year. As we wrap up 2021 and look ahead to the coming year, hosts AdaPia and Daniel take a moment to reflect on some of the biggest trends they've noticed and lessons they've learned this year. They talk about the relationship between health and wealth, explaining why they decided to focus on both concepts for this podcast, and they share their perspective on the different ways each generation views finances and careers. Daniel and AdaPia also share some personal challenges and inspirations from the year, as well as practical advice for investors who have seen larger-than-normal returns and are trying to plan accordingly. We are grateful for an incredible year of growth, challenges that have strengthened us, and opportunities to step into our highest potential. We wish everyone the best as 2021 closes out and 2022 begins. Key Insights: Key life changes from the past year The renewed importance of prioritizing health People's priorities have shifted from simply trading time for money It takes time to see the fruits of your labor Understand what's driving growth in your investments Hopes and excitement for 2022 Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing's community of professionals, advisors,investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Learn more about your ad choices. Visit megaphone.fm/adchoices

A seasoned oil investor explains how she successfully branched out into crypto and real estate. Courtney Moeller is a sophisticated investor who grew up around the oil business, and has seen firsthand how the cyclical nature of the sector can create unique challenges and opportunities for investors. When Courtney decided to diversify her assets, she started investing in alternatives like real estate, blockchain and cryptocurrency. In this episode, Courtney shares her insight into new technologies and processes that are shaping the future of oil, including the intersection with Bitcoin mining, green energy, and carbon capture. She offers important insights to anyone looking to diversify their portfolio into a variety of alternative investments, placing an emphasis on the importance of finding trustworthy people as a key in any investor's strategy. In addition to her work in oil and gas and real estate, Courtney is a general partner with EMPR Investment Group, where she's building a digital assets platform for the tokenization of alternative investments, including real estate. EMPR also offers a Bitcoin mining fund. Key Insights: The cyclical nature of oil and gas How Bitcoin mining impacts the environment The intersection of Bitcoin with oil & gas The value of carbon capture Advice for branching out into new investment territories The importance of finding people you can trust to do business with Wealth as a source of freedom Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing's community of professionals, advisors,investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Courtney is no stranger to the oil patch. She was born and raised by a petroleum engineer in the Permian Basin, where most of her family was involved in the oil field in some aspect. Courtney served in the United States Navy from 1999-2005 as an aviation electronics technician stationed at NAS Coronado and aboard the USS Nimitz CVN-68. Upon honorable discharge, she returned to West Texas and sold real estate for several years. For the past 10 years, Courtney has been involved in investing, exploration and drilling of over 60 wells throughout Texas. Her real estate portfolio includes over 160 doors in Florida along with several storage units throughout the United States. Courtney is extensively involved in the blockchain and cryptocurrency space and is currently working with her partners to create a platform for real estate tokenization. One of her main goals is to help as many people achieve financial freedom through syndications with superior returns and amazing tax benefits. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com EMPR Investment Group Learn more about your ad choices. Visit megaphone.fm/adchoices

As decentralization continues to shape the future of finance, an industry expert shares his perspective on making smart investments, blockchain security, and more. This is a bonus episode to our four-part series on blockchain, crypto, and tokenization where we discuss the concept of decentralized finance, including its significance in the global economy and potential impacts DeFi could have on real estate investment. To do this, we're joined by Rennick Palley, founder and chief investment officer of Stratos Technologies. Rennick explains how protocols built on Ethereum and other blockchains are creating an entirely new financial ecosystem, where investors can trade, lend, borrow, and execute contracts. He also offers advice to investors who are trying to determine which blockchains will have longevity, and he addresses some of the common concerns people have about these new technologies, including security issues, legal questions, and DeFi's long-term staying power. Along with his work at Stratos Technology — the company Rennick founded in 2016 which focuses on investing in innovative technology companies — Rennick is a founding team member, investor, and advisor to Goldfinch Finance, a DeFi project built on Ethereum. Before this, he was a research associate at Sanders Capital, a $40 billion global equity manager founded by Lewis Sanders. Rennick holds two bachelor's of science degrees from Southern Methodist University in applied mathematics and mechanical engineering, along with a master's in quantitative finance from the Massachusetts Institute of Technology. Key Insights: Ethereum's potential as the foundation for a new financial ecosystem The difference between layer one “infrastructure” and layer two “applications” in blockchain Advice for investing in blockchains with longevity The value of DeFi (decentralized finance) and what is being transacted on-chain How DeFi and tokenization intersect with real estate investment Guest Bio: Rennick founded Stratos Technologies in 2016.​ Before founding Stratos, Rennick held the position of Research Associate at Sanders Capital, a $40 billion global equity manager founded by Lewis Sanders, formerly Chairman & CEO of AllianceBernstein L.P. and Chairman and CEO of Sanford C. Bernstein & Co., Inc. Rennick was one of ten investment professionals at the firm and reported directly to Lew. Rennick credits the evolution of his investment philosophy and process to the influence of Lew and the team at Sanders, which embody a heritage of best in class research established at Bernstein Research. Rennick holds a Bachelors of Science in Applied Mathematics and a Bachelors of Science in Mechanical Engineering, both from Southern Methodist University, and a Masters in Quantitative Finance from the Massachusetts Institute of Technology. Rennick is a founding team member, investor, and advisor to The Goldfinch Protocol, a decentralized finance project backed by the best founders and investors in the fintech and defi ecosystem. Resources: Real Wealth Real Health Alpha Investing Stratos Technologies Goldfinch Finance podcast@alphai.com Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing's community of professionals, advisors,investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Learn more about your ad choices. Visit megaphone.fm/adchoices

A real estate veteran and blockchain entrepreneur explains how token funds give investors greater freedom and security. This is the final episode of a four-part series about blockchain, crypto, tokenization, and the impact of these innovations on commercial real estate. In this episode, we discuss some of the practical advantages of tokenization, along with the value of triple net investments with Michael Flight, principal and CEO of Liberty Real Estate Fund, the world's first net lease security token fund. Michael describes why single-tenant triple-net leases make great investments, and the investor benefits of a token real estate fund. He also shares his insight about building a portfolio that can withstand changes as online shopping expands. If you're interested in learning more about triple net properties or token investment funds, this episode is packed with useful information! Michael is a real estate entrepreneur with decades of experience in retail real estate. He was a founding principal of Concordia Realty Corporation in 1990, and today he's the CEO of Liberty Real Estate Fund. He has partnered with some of the world's most well-known banks, insurance companies, hedge funds, and institutional investors since starting his commercial real estate career in 1985. Michael is also a co-founder of the Blockchain Real Estate Summit, and he's a well-known speaker who has shared his expertise at conferences and events all over the world. Key Insights: A breakdown of triple net properties and the advantages they provide How retail portfolios can evolve with the decline of malls and other storefronts The benefits of blockchain for real estate investors How to invest in tokenized real estate Common barriers to entry in the blockchain space Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing's community of professionals, advisors,investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Michael Flight is a founding principal of Concordia Realty Corporation in 1990 and more recently CEO of Liberty Real Estate Fund, the World's First Net Lease Security Token Fund, giving you Stable and Tradable Private Real Estate. Michael is a real estate entrepreneur and Blockchain Real Estate evangelist who is an expert in retail real estate investment, redevelopment, real estate tokenization and real estate on the blockchain. He started his commercial real estate career in 1985 and has an extensive record of partnering with some of the world's most well-known banks, insurance companies, hedge funds and institutional investors in many successful projects. Michael has been featured on CNBC Arabia, CEO Magazine and quoted in Yahoo Finance, Crowd Fund Insider, Crain's Chicago Business and E-Crypto News. Michael is co-host of the Nothing But Net podcast and the Chicago Blockchain Real Estate Collective educational meetups. He is co-founder of the Blockchain Real Estate Summitand a well-known speaker. Michael has been elected to public office, serves on the real estate investment advisory boards of two non-profits and is a founding board member for Freedom of Life, a Romanian NGO. Resources: Real Wealth Real Health Alpha Investing Liberty Real Estate Fund Nothing But Net Podcast podcast@alphai.com Learn more about your ad choices. Visit megaphone.fm/adchoices

A successful real estate investor and founder shares how blockchain technology can create liquidity and make real estate investing more accessible than ever before. This is the third episode of a four-part series where we're breaking down everything you need to know about blockchain, cryptocurrency, tokenization, and what these innovations mean for commercial real estate. In this episode, we talk with Mohsin Masud, the founder and CEO of AKRU. Mohsin discusses his journey of realizing that blockchain could transform the real estate investment landscape, and he unpacks the basics of his platform, which breaks assets down into tokens starting at only $1,000. He also explains how verified, real-time data will play an important role in real estate investing as more transactions are completed virtually. If you're curious about the real-world applications of blockchain in real estate, this episode will give you a great foundation to build from! Mohsin grew up in commercial real estate and started managing his first property in 8th grade. Since then, he's managed investments all over the world, and he's an expert in real estate development, tokenization and blockchain technology. He has degrees from York University, Harvard University, and Said Business School at University of Oxford. Mohsin is driven to democratize the real estate investment space and simplify the investment process without compromising security. Key Insights: Criteria to look for when investing in a new region How real estate investing differs around the world The benefits of using blockchain for real estate investing Fractionalized assets making investing more accessible How blockchain can create liquidity in a traditionally illiquid space The importance of real-time, verified data for investors Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing's community of professionals, advisors,investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Mohsin is the CEO & founder of AKRU, a real estate Investment platform working towards democratizing commercial real estate investments. He is an expert in real estate development & tokenomics specifically utilizing dual and three token blockchain architecture for the tokenization of real world assets. Mohsin has over a decade of experience in real estate investments, development & having run a successful Investment company. He has studied at York University, Harvard Business School, Graduate school of Design at Harvard University, and most recently at Said Business School at University of Oxford with a focus on finance, real estate development, urban design and blockchain. Resources: Real Wealth Real Health Alpha Investing AKRU podcast@alphai.com Learn more about your ad choices. Visit megaphone.fm/adchoices

With no need for a centralized authority, blockchain technology is completely reengineering our existing systems and services. This is the second episode of a 4-part series dedicated to discussing blockchain, cryptocurrency, and the tokenization of assets. We move into the nuts and bolts of blockchain, decentralized ledgers, and why it matters. Today's guest is Avi Spielman, the Founder and President of Joon Properties, who is well known as a translator between the two industries of real estate and blockchain. During our conversation, Avi defines the fundamental features of blockchain as an innovative technology, emphasizing its decentralized nature around trust and trustless transactions, and analyzes the effect it is already having on our existing systems, services and marketplaces. With an eye to the future, Avi gives us an example of a fully integrated framework using blockchain, AI and IoT, which is a premonition of what's to come. With a background in real estate, Avi was attending MIT to receive his Masters in Real Estate Development when he became involved in the school's Digital Currency Initiative. Soon after, he found himself preparing a thesis on the Intersection of Real Estate and Blockchain, and he's been an active pioneer in the space ever since. Avi is passionate about digitization and eager to see the real estate industry adopt more innovative systems, using blockchain technology as a means to that end. Key Insights: Blockchain explained in simple terms How blockchain forgoes the need for central authority Accessibility of this technology around the globe, and how it's being used to raise socioeconomic status How existing services are being reinvented to become more accessible and efficient The institutionalization of cryptocurrencies What is to be expected in terms of growth and expansion of blockchain in the coming years Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing's community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Avi Spielman is an international thought leader, award-winning author, and frequent lecturer specializing in the evolution of blockchain technologies and their applications for the real-estate industry. His work has been featured in Forbes, Harvard Real Estate Review, BTC Media, SIOR, and Bisnow, as well as various international real estate and finance publications. He is a founding member of the Forbes Real Estate Council and oversees real-estate development and property management interests in Middle Tennessee, where he is a board member of the Nashville Adventure Science Center. Avi holds degrees from Vanderbilt University and MIT. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Is Bitcoin an asset or a currency and is it worth investing into? This is the first of a 4- episode series where we dive into blockchain, crypto, tokenization and how real estate fits into this growing digital paradigm. Our first guest is Adam Lach, co-founder and CEO of Cloudfire Capital. Adam expounds upon the difference between treating Bitcoin as an asset versus a currency, including how the devaluation of the American dollar plays a role in its appeal. Additionally, AdaPia and Dan both addressed questions of the expected longevity versus downfall of Bitcoin, and Adam defended his position of Bitcoin as a solution to an impending problem. If you are new to cryptocurrency or itching to learn more, this episode will likely answer some of your most pressing questions on the subject. Adam was previously a real estate investor who spent years investing heavily in single-family homes on the side of his full time job until 2015 when cryptocurrency began to pique his interest. After spending thousands of hours comprehensively researching the asset class, Adam launched his first venture, Cloud Fire Capital, a consultancy firm that also serves as General Partner to CFC Bitcoin Fund. His firm provides indirect and diversified exposure to the digital asset investment space, and Adam remains passionate about informing others of the unique advantages to investing in such a burgeoning industry. Although it's not tangible like real estate, one could argue that there are many factors that make cryptocurrency an attractive alternative investment. Key Insights: How to remain informed about all of the cryptocurrency happenings to avoid being an “accidental investor” How Bitcoin is quickly gaining traction and legitimacy, especially with financial institutions and governments showing interest The significance of witnessing the burgeoning of a new asset class in our lifetime The difference between viewing Bitcoin as an asset vs. a currency Why the traditional 60/40 equities and bonds view of portfolios is outdated The benefits of investing directly into Bitcoin or a Bitcoin fund versus investing into Bitcoin trusts. Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing's community of professionals, advisors,investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Adam Lach spent several years with a global financial services giant, and has experience in the oversight and management of business to business sales for both local and global organizations. He owns and operates two separate independent ventures in RSL Holdings and RSL Brands. In 2016, Adam turned his attention and interest away from the real estate investment industry and towards the inevitable rise of cryptocurrencies, decentralized finance and their underlying technologies. The rapidly changing economic and investment landscapes in 2020 facilitated the successful launch of Cloud Fire Capital and CFC Bitcoin Fund, both of which aim to provide traditional accredited retail investors with a safe, secure and actively managed option to gain real exposure to the digital asset investment space. Cloud Fire Capital has recently expanded, incorporating an on-site Bitcoin mining operation, along with additional digital asset products and services expected to launch in late 2021. Resources: Cloud Fire Capital Real Wealth Real Health Alpha Investing podcast@alphai.com Learn more about your ad choices. Visit megaphone.fm/adchoices

A successful real estate investor and financial coach shares how she went from a timid first-time buyer to a confident landlord and owner. Kavitha Baratakke is a software engineer turned real estate investor, landlord, and wealth strategist. After immigrating to the US in 1998 and taking on life as a single mother, she found herself using her technology background to trade options and stocks online. Quickly realizing the risk in the dramatic highs and lows of the market, Kavitha made a cautious yet deliberate decision to purchase a home in Austin, TX, and she's been an active real estate investor ever since. In this episode, we discuss her journey of quitting her full-time job, building up a portfolio of properties, and using her gifts to give back to and educate the community. Kavitha also advises listeners on what she's learned as a landlord, in addition to how she balances her various positions on top of being a parent. She has developed a passion for financial education and empowerment that she shares with both her consulting clients and youth in her community, as a representation of what true wealth means to her. If you're interested in learning more about investing, especially in Texas, or have a passion to empower the younger generation, this episode will leave you feeling equipped to take action and make a difference. Key Insights: Overcoming fear and uncertainty when getting started with investing How to build up a portfolio of properties and balance landlord duties Scaling from single-family homes to multi-family properties, and the difference in yield between the two The importance of moving from a spending mindset to a savings mindset to, finally, an investing mindset How to raise children with a solid financial understanding and responsibility Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing's community of professionals, advisors, investors, and members: [Apple] (https://podcasts.apple.com/us/podcast/real-wealth-real-health/id1494432943) [Spotify] (https://open.spotify.com/show/7McqhuIar5r526ravfun1u) [Google] (https://play.google.com/music/listen?u=0#/ps/Iabirarl55qezsu4f7izvpjtraa) [TuneIn] (https://tunein.com/podcasts/Business--Economics-Podcasts/Real-Wealth-Real-Health-p1284397/) [Stitcher] (https://www.stitcher.com/podcast/real-wealth-real-health-2?refid=stpr) [iHeartRadio] (https://www.iheart.com/podcast/1248-real-wealth-real-health-80111024/) Guest Bio: Kavitha Baratakke, a Principal at Cherry Street Investments, is an Austin-based Real Estate Investor and a full-time Commercial Real Estate Syndicator with over 10 years of investing experience. Prior to real estate, she spent almost 20 years as a Technology Professional working for IBM and Atlassian in various roles from Software Development to Technical Account Management. As an investor, Kavitha has successfully acquired, rehabbed, managed, owned and operated several single-family and multi-family investment properties in the Central Texas area. She is also passionate about educating both investors and youth, helping them on their journey toward financial freedom, which she accomplishes through multiple online communities and in-person events. Resources: [Cherry Street Investments] (https://cherrystreetinvestments.com/) [Purely Passive Investor Group] (https://facebook.com/groups/purelypassive) [Real Wealth Real Health] (http://realwealthrealhealth.com/) [Alpha Investing] (http://www.alphai.com/podcast) [podcast@alphai.com] (mailto:podcast@alphai.com) Learn more about your ad choices. Visit megaphone.fm/adchoices

An accomplished real estate attorney and investor shares his keys to success for growing a business and investing strategically in prosperous deals, all while maintaining a charitable focus that gives back to the community. Bruce Stachenfeld is a well-known, prolific real estate attorney, investor, and author known as the Real Estate PhilosopherⓇ. Having defined a specific niche in his career over 20 years ago, he has since become a “real estate junkie” who practices, writes on, and speaks to the subject every day. We speak with him on the power of remaining extremely focused in your passions/mission in order to carry the strongest influence and become a true expert at what you do. With that mindset, Bruce has been able to build an empire of brand recognition and trust associated with his name. In this podcast episode, Bruce tells his story of stumbling upon real estate decades ago, how he has become so knowledgeable on the subject, and what continues to drive his love for it today. He also shares with us the three factors he considers, and the two questions he asks himself before investing in any real estate opportunity. Believe it or not, he doesn't advise swinging for the fences. Hear more about the humble approach to investing that has allowed him to learn from his mistakes to get where he is today. Key Insights: How to take your business to the next level by defining an extremely targeted niche Three factors to consider when approaching a real estate deal, and why you shouldn't necessarily “swing for the fences” How to strategically evaluate risk in the current market dynamics Why your primary residence should not be seen as an investment Finding meaning and purpose in your work by giving back to others Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing's community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Bruce Stachenfeld is one of the nation's preeminent real estate attorneys, with over 30 years of experience encompassing tens of billions of dollars of real estate transactions of all kinds. He is a founding partner of Duval & Stachenfeld, one of the premier real estate law practices in New York City, and he also acts as the Firm's Chairman. He is known to be one of the most “connected” real estate lawyers throughout the worldwide real estate community. He is also a thought leader, author and public speaker in both the law firm and real estate worlds. Resources:  Real Estate Philosopher Newsletter Real Estate Philosopher's Guide Book Pre-Order Bruce's upcoming book release Real Wealth Real Health Alpha Investing podcast@alphai.com Learn more about your ad choices. Visit megaphone.fm/adchoices

An entrepreneur who is passionate about serving and teaching his community speaks to the importance of a reliable insurance policy in commercial real estate investments. Jeremy Goodrich is a former school teacher turned insurance advisor, entrepreneur, podcast host, and real estate investor. His life has been marked by a common theme of teaching and serving others, and for the last eight years he has utilized those skills by simplifying the insurance process for first time home buyers and real estate investors. We speak with him on his experience of building a business from the ground up and how his family was able to take safe risks to reach their goals of financial stability. Jeremy knows what it's like to live in a scarcity mindset, so he's passionate about sharing tips for building wealth, both financially and mentally. We also discuss the importance of having a high quality insurance contract in place for any commercial real estate transactions. Jeremy estimates that 80% of real estate investors have the wrong policies, and part of his job is to audit their contracts to find any missing holes. There are a few factors that should always be considered, and having a strong relationship with the agent is always helpful in getting there. Jeremy's insight will offer clarity to anyone that is uninformed or uncertain about their insurance policies, and more information can be discovered on both his podcast and YouTube channel. Key Insights: The importance of quality insurance in commercial real estate Surviving in a scarcity mentality versus thriving in an abundance mentality What every investor should look for in their insurance contract, and the reasoning behind not always opting for the cheapest option Who is at fault in cases of liability, such as the condominium collapse in Miami, and how to ensure you are protected in the worst case scenario Balancing risk and stability to build a successful business Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing's community of professionals, advisors,investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Jeremy Goodrich is a commercial real estate insurance advisor and the Co-Founder of Shine Insurance Agency. He was previously an elementary school teacher, helping countless kids fall in love with art, math, science, and writing. After 13 years of teaching, Jeremy decided it was time to change the way people feel about insurance, so he carried the heart of an educator over and has been making insurance simple for first time home buyers and real estate investors ever since. Jeremy is also the host of a Multifamily real estate podcast, REI Clarity, and the host of Youtube's #1 most watched independent insurance agency channel. Resources: REI Clarity Podcast Shine Insurance YouTube Channel Real Wealth Real Health Alpha Investing podcast@alphai.com Learn more about your ad choices. Visit megaphone.fm/adchoices

An experienced wealth manager joins us to discuss portfolio building, inflation, real estate, but more importantly, his inspiration for helping other professionals achieve financial and family success. Rob Cook is a certified financial planner and wealth manager who also runs the podcast Contenders Wanted. We speak with him about his early career and the experiences that led him to start his unique, inspirational show. Rob helps high-achieving young professionals live up to their full potential and reach financial success, especially for those balancing a family while doing so. Rob is a firm believer that building a strong portfolio and establishing financial success does not necessitate the sacrifice of one's values, especially faith, family, and health. We also have an in-depth discussion on real estate's place in building one's portfolio, including the benefits offered, and why even larger institutions continually seek opportunities in commercial real estate. We also discuss the phenomenon of asset price inflation, tracing back to when it began, and how investors can protect themselves as the trend shows signs of accelerating. For those looking to build a strong performing, diversified portfolio to support their family and/or lifestyle, Rob offers many valuable insights that will help them achieve those financial goals. Key Insights: · Understanding how and why Real Estate is a key component of wealth management, and an important part of building a strong, diversified portfolio · How market dynamics affect the behavior of larger institutions, and ultimately drives demand for other alternative investments, including (and especially) real estate · How recent asset inflation impacts/should impact investors' mindset and investment decisions · The importance of mindset & habit formation to building a foundation for success · The key non-analytical, non-linear component to navigating uncertainty Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing's community of professionals, advisors, investors, and members: Apple — Spotify — Google — TuneIn — Stitcher— iHeart Radio Guest Bio: Rob Cook is a CPA and CFP whose mission in life is to help families build real, meaningful legacies. By day he does this by serving clients as their wealth advisor, with specialties in tax planning and wholistic investment management, and by night he is a podcast host for the Contenders Wanted podcast, a show that advocates that you can have incredible success without sacrificing what is most important in life. Resources: https://www.contenderswanted.com/ Real Wealth Real Health Alpha Investing podcast@alphai.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Simple & digestible lessons passive investors can use to better understand and evaluate real estate deals in the Retail & Office sectors of CRE. Ben Kogut is a Partner and head of Investor Relations at HJH Investments. As a former entrepreneur, Ben joined HJH as an investor, and through his demonstrated knowledge of real estate investing fundamentals & ability to clearly communicate, he earned a position in investor relations. We discuss some of the acquisition criteria Ben & HJH seek in their real estate acquisitions, specifically the pricing, tenancy, and fundamentals they seek for retail & office properties. We address some of the myths and misconceptions about the retail & office sectors and look at how successful retailers have responded to the boom in online e-commerce, and the ways many office tenants have responded to the challenges of the COVID pandemic. Ben also shares his deceptively simple rules to guide aspiring real estate investors, as well as some more specific insights about the way that his firm is able to close on attractive opportunities in a market where acquisitions are very competitive. With inspiring enthusiasm, Ben shares his belief that the commercial real estate industry can be open to anyone willing to put the time & effort into engineering their own success and offers some tools to help people along the way. Finally, we address how investors can optimize their portfolio to successfully support their lifestyle & lifelong goals. Key Insights: · Unveiling some simple lessons to live by as a CRE investor · A High-level overview of some of the key criteria to look out for to find opportunities in retail & office commercial real estate · Understanding how retail (and other classes) have evolved in response to the boom in online stores & e-commerce · Insight into the strategies used to win deals in the extremely competitive post-COVID environment · The insights & mindset people need to assess retail properties and tenants Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing's community of professionals, advisors, investors, and members: Apple — Spotify — Google — TuneIn — Stitcher— iHeart Radio Guest Bio: Ben Kogut is a partner at HJH Investments, specializing in investor relations. Ben is also an Austin, Texas-based commercial real estate broker with more than 15 years of experience. His passion is to help investors make wise decisions. Ben studied government and business at University of Texas and later earned an MBA from the Acton School of Business; he is also CCIM certified. Ben specializes in Capital Raising, Acquisitions, Dispositions, Operations, Tenant Relations, Lease Negotiations, Financial Analysis, Re-Finance Banking Process, Construction Management, Credit Analysis, & Systems Implementation. Resources: Ben on LinkedIn Ben's E-book Real Wealth Real Health Alpha Investing podcast@alphai.com Learn more about your ad choices. Visit megaphone.fm/adchoices

In-depth insights into the many trends, challenges, & opportunities in the Senior Housing segment of CRE, from a seasoned industry expert. Shane Connor is Vice President of Bull Realty, a commercial real estate sale, leasing, & advisory firm, where he specializes in Senior Housing assets. We cover the ins-and-outs of the Senior Housing industry, defining the spectrum of care options and acuity, then we deep dive into the major trends in the industry. Shane outlines the trends he believes will be here to stay, and which will be the most impactful in shaping the future of Senior Housing. Shane shares his insights into the mindset of Senior Housing Owners & Operators, what makes some groups more successful than others, and how the industry is likely to change in response to the demographic trends at play in the US. Shane offers invaluable insights into the world of Senior Housing, and makes a compelling case for why it is a great asset class to be involved in. Most importantly, however, he teaches us how to spot owners & operators that are poised to be successful in the Senior Housing space, not just based on their size or finances, but finding groups with a culture of passion for serving their residents and providing the highest quality of care possible. Key Insights: · Reviewing the spectrum of care options that fall under the “Senior Housing” umbrella · Understanding the major trends driving change in the current Senior Housing industry, and how operators will be likely to respond · How increasing consolidation of ownership will impact the industry · Dissecting some of the reasons Senior Housing owners and operators elect to invest their time and capital in ground-up development, as opposed to acquisitions · How technological advancements, particularly in healthcare, impact & shape the Senior Housing Industry Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple — Spotify — Google — TuneIn — Stitcher— iHeart Radio Guest Bio: Shane Connor is Vice President of Bull Realty’s Senior Housing Group and specializes in the acquisition and disposition of institutional-quality senior housing and healthcare-related properties throughout the Southeast. He has over 8 years of healthcare industry knowledge, closing over 1,000 units of commercial real estate acquisitions and supporting Fortune 500 clients like Anthem and United Health Group. Mr. Connor holds a B.S. in Finance from King’s College and a Master’s in Business and Health Administration from The University of Scranton. With his healthcare, real estate, and financial career experience, Shane is a valued asset and a trusted adviser to both owners and operators. Leveraging his extensive skill set to maximize property value by tailoring marketing services and customizing solutions, he ultimately drives results for his clients. Resources: https://www.bullrealty.com/ Shane on LinkedIn Real Wealth Real Health Alpha Investing podcast@alphai.com Learn more about your ad choices. Visit megaphone.fm/adchoices

An insightful discussion on the many ways our upbringing, personality, and background can influence or motivate many of our professional ambitions and life goals. Adrian Grant is a Venture Capitalist and Entrepreneur whose passion lies in working with start-ups and helping them find success. We speak about his experiences as a young immigrant living in America, and learning to adapt to a shifting culture. We examine the many ways in which Adrian’s early experiences, his upbringing, and his values influence his professional goals, and the importance of nurturing one’s self-identity. Adrian’s varied & impressive professional journey as an entrepreneur provides a unique perspective on life & business that offers life lessons that any individual can learn from. We also talk about some of the challenges he has faced in life, and the importance of controlling one’s mindset in order to overcome those. Adrian found ways to incorporate his sense of humor & personality into his professional identity, and found that it afforded him greater success as more people began to follow him and show interest in joining his network. Finally, we speak about some of the keys to finding success in the world of entrepreneurship, including the importance of relationship building, mentorship, and reaching out to be of service to others. Key Insights: · Discussing some of the common experiences of children of immigrant families trying to fit in & succeed in America · The importance of embracing your identity, and learning to let it shine through the work you do · Understanding the mindset needed to be a fearless entrepreneur & venture capitalist · The importance of getting relevant, timely advice from a good mentor · Understanding the importance of relationship building in finding success as a businessperson Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple — Spotify — Google — TuneIn — Stitcher— iHeart Radio Guest Bio: Adrian Grant is an Entrepreneur with a passion for helping small start-ups succeed. He’s enjoyed a decade-plus long career that spans product design, engineering, and venture capital, all with a unique ability to balance his expertise in both tech and business. As an entrepreneur, Adrian has built Media for AI companies with customers spanning Pepsi to Post Foods, including ventures that received backing from the likes of Comcast, Samsung, and Dreamit Ventures, amongst others. As an Engineer, Adrian has been featured in publications from Forbes & PC Magazine to Black Enterprise and recognized by Apple for his work. Adrian’s skills include Full Stack/Hardware development, early-stage venture capital deal sourcing, seed fundraising, and product management & optimization. He has assisted over 100 start-ups with product design, strategy, and fundraising. Additionally, Adrian is a published author, who’s book Students of Life aims to provide incoming, current, and former college students of color the tools to control their mindset to be one that that will not only aid in utilizing dormant potential to better oneself, but also energize readers to participate in socially productive activities. Though designed to enrich the lifestyle of up-and-coming and current college students of color, Adrian’s book and its techniques are applicable to all who strive for the conquest of their fears and or goals. Resources: https://adriangrant.org/about https://www.linkedin.com/in/adriangrant3/ Adrian’s Book, Students of Life Real Wealth Real Health Alpha Investing podcast@alphai.com Learn more about your ad choices. Visit megaphone.fm/adchoices

How the pandemic and reopening is shifting the needs, attitudes, and approaches of office tenants by submarket across the country. Jen Frisk specializes in strategic advisory services and managing office tenancy transactions across the country in her role as Senior Managing Director at Newmark Knight Frank. We speak about the state of the office in commercial real estate from a tenant & landlord perspective and examine some of the key emerging trends by submarket across the country. Jen’s experience and expertise offers a precise and insightful look at how the office sector of CRE is poised to emerge from the lockdown. Besides talking about what’s in store for the future of office CRE, we also examine how the industry responded to COVID-19, the effects it had on tenants & landlords, the changing requirements of office spaces, and much more. Most importantly, we discuss the impact that working from home has had on people’s productivity, interconnectedness, and mental health, predicting the ways employers will have to change their attitudes toward workers in the office, and how various firms’ approaches will affect the return of Office CRE. Key Insights: · How the Office sector of Commercial Real Estate (CRE) is changing as employees return, and what the early emerging trends will mean for the future of Office CRE · Understanding how COVID-19 has impacted office buildings in various submarkets across the country · Reviewing and dispelling some of the misconceptions around how the pandemic has affected tenant behavior · How the increasing progress in, and attention paid to, mental health & wellness is impacting the office workspace · How company culture impacts the type, layout, and amount of space a firm’s office should occupy Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple — Spotify — Google — TuneIn — Stitcher— iHeart Radio Guest Bio: Jennifer Frisk is a Senior Managing Director in Newmark Knight Frank’s downtown Los Angeles office, where she specializes in strategic advisory services. Ms. Frisk currently manages real estate transactions for clients throughout Southern California, and across the nation. With 13 years of experience working on behalf of tenants, principals, and landlords throughout the world, she brings a unique and creative perspective to her clients. Jennifer has been an NKF Top Producer in 2015, 2017, and 2018, and has been honored by the Los Angeles Business Summit as a Woman of Influence in 2016 and 2017. Ms. Frisk is also a board member of the Los Angeles Women’s Leadership Council, which supports the collaboration of the women leaders throughout Los Angeles and furthers her involvement within the community. Prior to joining Newmark Knight Frank, Ms. Frisk was an executive director at LA Realty Partners in the West Los Angeles office. Jennifer also gained experience at Jones Lang LaSalle, where she represented more than one million square feet for Los Angeles landlords, and at Bixby Land Company in Orange County. She graduated from USC with a B.S. in Real Estate Development and is active on the alumni board. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com https://www.linkedin.com/in/jenniferfrisk/ https://officecreated.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Steven Pesavento is a former Management Consultant in Business Process Improvement who decided to chase fulfillment over financial gain by venturing into the world or Real Estate Investing. He got his start by renovating and flipping houses actively, and experienced stellar growth in his first three years. Looking for even more personal freedom, Steven then transitioned to Passive Investments, and launched his very own podcast to meet with other leaders in Commercial Real Estate to exchange tips on the skills needed to find financial freedom through CRE investing. This episode’s discussion touches on Steven’s journey of professional development, the motivation behind his career journey, and how he views investing today. We especially focus on the importance of harnessing your mindset & emotions to maximize your own productivity and increase your chances for success in any activity. Steven shares some of the lessons he has learned throughout his career, and we pick his brain about some of the most helpful techniques he employs to optimize his mindset for success. Key Insights: ·       How a desire for flexibility & freedom led to a self-starting career in real estate ·       Understanding the pros and cons of passive real estate investments compared to active projects ·       Tips for taking the reins in life by ignoring thoughts of self-doubt ·       How to design lifestyle changes to maximize your productivity ·       The core mindsets that are most common among successful individuals, especially entrepreneurs ·       Understanding the ways our emotions play into seemingly logical decisions, and tools for harnessing the power of emotion to assure your success Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple — Spotify — Google — TuneIn — Stitcher — iHeart Radio   Guest Bio: Steven Pesavento is a real estate entrepreneur and expert relationship direct response marketer. Managing Partner of VonFinch Capital. Investing full time since 2016, he has completed over 200 transactions, renovated nearly 100 houses and transacted over $26,000,000 in residential investment real estate. Mr. Pesavento’s investors have entrusted him with over $10 million of investor capital, delivering solid consistent returns. A former Management Consultant for some of the Fortune 500’s top companies, he brings his years of process improvement, marketing, and sales experiences to every project. Some of Mr. Pesavento’s skills include effective cross-functional leadership, direct response marketing, company & product branding, effective communication, process improvement & systems management, effective interviewing, and direct sales & negotiation expertise. Mr. Pesavento graduated with honors from prestigious St. John's University in 2011 and is active in multiple charities including working with youth teaching business with Junior Achievement. Mr. Pesavento is the host of the top ranked podcast the Investor Mindset he interviews some of the smartest investing minds & authors like Chris Voss (Never Split The Difference), Jay Papasan (One Thing), Joe Fairless (Best Ever Podcast) and many others. When Steven isn’t focused on empowering & inspiring others to grow, he spends his time hiking in the mountains of Colorado, running, or having fun with his favorite action sports, including snowboarding and kiteboarding.   Resources: Steven Pesavento Website Investor Mindset Podcast Steven’s E-Book   Real Wealth Real Health Alpha Investing podcast@alphai.com   Learn more about your ad choices. Visit megaphone.fm/adchoices

An open discussion on the real estate market in Mexico, the challenges associated with investing internationally, and learning the best ways to conquer those obstacles to capture strong returns. For the next episode of Real Wealth, Real Health, we welcome Fletcher Wheaton, founder of Cabo Key Real Estate, and an international real estate investor with extensive experience in the Cabo San Lucas region of Mexico. Following the Great Recession in 2008, Fletcher decided to bet on himself as an entrepreneur and he ventured into real estate, where he started by purchasing housing assets aimed at young professionals and college students. Having been a renter himself, Fletcher saw and understood the opportunities for growth that exist with strategic investments in rental properties. When his father purchased an investment property in Mexico, his investment focus – and life shifted. Fletcher recognized a burgeoning market with plenty of room for growth, and little competition, and has since dedicated himself to learning the ins-and-outs of the Mexican real estate market. His amassed expertise and excellent video exhibits of the marketplace have positioned him as a leading resource for prospective investors, and among the growing ex-pat community in Cabo. Our enlightening discussion touches on the various challenges one is likely to face when starting (and continuing to operate) as an international investor, the changes Fletcher sees on the horizon for Mexican commercial real estate, and his predictions for appreciation that will make Cabo stand out as an even greater investment opportunity. As always, we also touch upon Fletcher’s personal views on wealth building, and the meaning behind one’s pursuit for financial security. Key Insights: · Understanding the process of getting involved with international commercial real estate investing as a US citizen · Examining how seasonality (Spring Break) impacts Mexico’s tourist-centered real estate markets · Tips for navigating the structural and cultural challenges of investing abroad · Breaking down the reasons people seek investments overseas, and why Mexico stands out as a popular choice · Assessing the future of Mexican commercial real estate, and how investors can maximize value on the way Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple — Spotify — Google — TuneIn — Stitcher Guest Bio: Fletcher Wheaton is an international real estate investor and educator. He first got into real estate in 2008, when he and his family invested into student housing in his hometown of New Orleans, LA. On a real estate scouting trip in Los Cabos, Mexico, Fletcher met his wife who also works in real estate, and the rest in history. He has since transitioned to an investment portfolio in the Mexican beach markets. Fletcher now helps North American investors buy into these markets with his extensive knowledge and local connections. You can connect with him on LinkedIn or visit his site cabokey.com Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Fletcher’s LinkedIn Fletcher’s YouTube Channel Cabokey.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Assessing the actual impact of the pandemic on lender outlook & expectations, as well as how the resulting debt structure standard impacts commercial real estate transactions In this episode of Real Wealth, Real Health, we welcome back, Todd Friedenberg of Q10 Vista Commercial Mortgage Group. At the start of the Covid-19 pandemic in 2020, Todd shared his insights with us on how the retail, hotel, multifamily, and industrial commercial real estate sectors would fare through the pandemic & shutdowns, as well as how lenders would likely respond. In this episode, we revisit some of Todd’s predictions and assess the actual impact that Covid-19 has had on real estate lenders and their requirements of borrowers. In addition to looking back on our predictions for the commercial real estate sector, we assess the factors that have bucked expectations or changed throughout the year, and the impact these changes have had on rates & requirements. Finally, we talk about how each sector is poised to perform as we emerge from lockdowns and restrictions begin to lift. Besides looking back at lending activity during the pandemic, this discussion examines how debt impacts commercial real estate investments, especially as requirements like 12-month interest reserves have become standard in response to pandemic-driven uncertainty. We explore how Real Estate Sponsors view debt, by examining the key metrics they pay attention to, how they handle additional required reserves, and the preferred debt sources for different types of properties, or in different stages of the business plan. We further discuss the impact of mezzanine debt on transaction and investor returns, as well as our predictions for the future movements of interest rates and cap rates as we (hopefully) begin the economic recovery. Key Insights: · Assessing the impact that the pandemic has actually had on lenders compared to our expectations · Understanding how Real Estate Sponsors view debt for different types of commercial real estate projects · The pros and cons of using Debt Funds vs Agency Loans vs Bank Loans · Understanding how mezzanine debt impacts a transaction, and thus investor returns · Reviewing the key metrics both lenders and borrowers ask about most frequently · Predicting the future movements of interest rates & cap rates across commercial real estate sectors · How Covid-19 has impacted lending activity in secondary and tertiary markets Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple — Spotify — Google — TuneIn — Stitcher Guest Bio: Todd Friedenbery is President and a principal of Q10|Vista Commercial Mortgage Group and has over 30 years of commercial real estate experience in debt & equity financing, brokerage and valuation consulting. Mr. Friedenberg was previously a Vice-President with GE Commercial Finance and Column Financial (Credit-Suisse), and served as a commercial mortgage banker since 1990 with various firms in Nashville. He has originated more than $1 billion of debt and equity over his career. Todd Friedenberg is a graduate of Indiana University and received a B.S. in Business majoring in Finance and Real Estate Administration. Todd is a Certified Commercial Investment Member (CCIM) with the Commercial Investment Real Estate Institute and is a Tennessee Certified General Appraiser and holds a Tennessee Affiliate Brokers License. Mr. Friedenberg is involved with several Nashville area Non-profit organizations and currently serves as Board Chairman of Samaritan Recovery Community and as a close advisor to Alpha Investing, serving as our VP of Commercial Real Estate. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com https://www.q10capital.com/ Todd on LinkedIn Content.naic.org/ Learn more about your ad choices. Visit megaphone.fm/adchoices

For our latest episode of Real Wealth, Real Health, we’re continuing with our theme of exploring the benefits of passive real estate investing, as we welcome Alina Trigub, Managing Partner of SAMO Financial. In this instructive & informative episode, we hear about Alina’s arrival in America as an immigrant, and how she worked her way to success, first as a public (then private) accountant, and then making the jump to information technology. In search of a way to lower her yearly tax bill, Alina found passive real estate investing by far the best option and used syndications as the vehicle to do so. Alina’s early experiences with investing taught her that sponsor selection and proper due diligence are paramount to ensuring a deal performs as advertised. Having learned the ropes, Alina sought to make passive investing through syndications more accessible to everyone, and founded SAMO Financial, a firm focused on helping people build wealth for themselves, their families, and generations to come. As we explore the world of passive investing, Alina provides excellent insights into the details she examines when evaluating a potential sponsor or new deal. We cover the importance of transparency from a sponsor, what to look for in their track record, and how to examine materials with a healthy dose of skepticism. Furthermore, we talk about how she examines a sponsor’s underwriting model, diligence materials, and business plan for any given asset. Finally, we also look at how real estate investing can offer different advantages relative to the needs or preferences of an investor, the major advantages offered by passive investments in real estate, especially from a tax perspective, and Alina’s personal view on the definition of Wealth. Key Insights: · How passively investing in real estate through syndications can provide significant tax benefits, while helping establish a diversified portfolio outside of Wall St. · How to go through the process of selecting the right real estate sponsor, including tips on performing thorough due diligence · Some of the key points to pay attention to when examining a sponsor’s track record · How the demographic and employment qualities of a market/submarket can affect demand, and consequently the performance of an asset · Why looking at IRR alone can be a deceiving way to evaluate real estate deals · The importance of a nimble & well-researched business strategy in any given investment Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple — Spotify — Google — TuneIn — Stitcher Guest Bio: Alina is the founder and Managing Partner of SAMO Financial. It’s a boutique private equity firm specializing in helping busy business owners and IT professionals passively invest in commercial real estate. Alina’s business motto has been articulated well by Warren Buffett’s quote; “Someone is sitting in the shade today because someone planted a tree a long time”. Her passion is to teach others how to build wealth by investing passively. Alina has helped her clients to acquire and invest in over 2200 apartment doors, over 45MM in self-storage fund, and over 10MM in a mobile home park Fund. Her business motto has been articulated well by Warren Buffett’s quote; “Someone is sitting in the shade today because someone planted a tree a long time”. Her passion is to teach others how to build wealth by investing passively.  Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Samo Financial Portfolio Diversification Whitepaper Learn more about your ad choices. Visit megaphone.fm/adchoices

Proper tax planning and strategy are key to keeping the wealth that one builds with real estate investing. In this episode of Real Wealth, Real Health, we turn our eyes to the ever-important topics of taxation and retirement planning, as we welcome Paul Sundin of Sundin & Fish PLC. Paul is a CPA who specializes in tax & retirement planning. During this in-depth discussion, we dive into the world of taxes, specifically as it relates to how real estate investors should envision tax planning & preparation, how different investment types will affect their tax liability, and the types of retirement accounts that maximize tax savings, regardless of your stage in financial growth & development. Our thorough conversation delves into the various advantages and disadvantages of investing in real estate, covering the mechanics of tax deductions: from investment income, the different structures your real estate investment can take on (and their pros & cons), and the most important things to consider when investing in multiple properties each year. We also dedicate some time to the merits of Defined Benefit Plans in retirement planning, as this retirement vehicle is not well known, but can be a significant boon to wealthy investors who want to increase their yearly retirement contributions, beyond the limits of a 401K or IRA. Finally, we address some more contemporary issues, such as how cryptocurrency can factor into your retirement & tax planning, and the risks involved in doing so. Key Insights: · The tax implications of real estate investing, especially through different investment vehicles, and in multiple states · How investing in real estate through syndications can provide significant benefits in the form of depreciation · The difference between debt and equity investing, especially from an investor’s perspective · Preparing to maximize tax efficiency in the current political environment · The benefits and risk factors associated with establishing a Defined Benefit Plan for retirement, and how investors can open one up for themselves · What should be contributed to a Defined Benefit Plan vs. a 401K ------ Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple — Spotify — Google — TuneIn — Stitcher Guest Bio: Paul Sundin is a CPA and tax strategist. He is a partner at Sundin & Fish, PLC in Chandler, Arizona and owner of Emparion, a retirement structuring firm. With a worldwide client base, he specializes in tax planning and retirement structuring for business owners and entrepreneurs. In addition to being a CPA, he is also an author, speaker and consultant. His professional mission is to educate taxpayers on tax policy, personal finance and retirement planning. With 20+ years of experience, Paul provides a comprehensive and personal approach that is different than most CPAs. His approach starts with educating his clients on effective and practical ways of reducing their tax liability and achieving their financial goals. He brings a depth of insight and personal engagement to his client services. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com https://www.sundincpa.com/ https://www.emparion.com/about-us/ Learn more about your ad choices. Visit megaphone.fm/adchoices

An in-depth discussion around the history of Boom & Bust Economic Cycles, the role of Real Estate in the cycle, and the leading indicators that signal where we are in the process. Returning to the topic of Economics, this episode of Real Wealth, Real Health features the brilliant Akhil Patel, Director at Property Share Economics. Akhil has professional experience in audit, central government, and international banking; and has worked on a range of issues from reviewing large infrastructure Public-Private partnerships (PPP) deals to helping establish the UK’s International Climate Fund. In this incredibly informative episode, we explore the concept of the 18-year Boom & Bust economic cycle, and how it is intertwined with the world of Real Estate. We learn how Akhil first became interested in the subject, and the key resources anyone can use to learn more. During the conversation, we examine the history of Boom & Bust economic cycles, and how best one can wield this knowledge to equip themselves for the next stage. We speak about the different indicators and signs that a cycle shift is underway, peaking, or ending, and what investors can do to protect themselves from the downside. This includes exploring some common pitfalls made in the exuberance of a Boom, and the behaviors that set businesses & households up to bear the brunt of the Bust. In addition to learning about the history and features of the 18-Year cycle, we also discuss practical measures for individuals and businesses to insulate themselves from the downside risks of recessionary phases. Finally, our detailed conversation ends with key tidbits from other Economic Cycles to watch out for, how different countries see similar cycles, and what we all can learn to adapt to these economic trends. As always, we also glean Akhil’s personal definition of wealth, and how he views a successful life beyond maximizing financial returns. Key Insights: · What drives the Boom & Bust Economic Cycles, and how businesses can better prepare for dealing with the next phase of the cycle · Thorough overview of economic cycles, and a brief history of past boom & busts · Examining previous cycles & downturns for lessons learned, and indicators that illustrate where we are in the current cycle · Determining the sectors and segments of real estate that perform best & worst at various points in the economic cycles · Leading indicators for the final Bust phase of the cycle: what are the signs we should keep an eye out for to indicate cyclical shifts · Other economic cycles investors can make note of & follow to supplement their understanding of the 18-Year Boom & Bust Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple — Spotify — Google — TuneIn — Stitcher Guest Bio: Akhil Patel is one of the world’s leading experts in economic, financial and property cycles. He is currently Director of Property Sharemarket Economics and Editor of Cycles, Trends and Forecasts and Associate Director at the European Bank for Reconstruction and Development (EBRD). He specializes in making robust short and long-term market forecasts, including annual stock and commodity market roadmaps and key market turning points. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com www.propertysharemarketeconomics.com Recommended E-Books: “7 Reasons Why House Prices Didn’t Collapse during the Pandemic” - 7 Reasons | Property Share Market Economics | Property Share Market Economics “The 2021 Guide to Investing in Property Using the Grand Cycle” - Your 2021 guide to investing in property using The Grand Cycle | Property Sharemarket Economics | Property Share Market Economics

In the inaugural episode of 2021, we welcome Hunter Thompson, founder of Asym Capital and Managing Principal at Cash Flow Connections to speak about the commercial real estate landscape in 2021 and beyond. Hunter has long been focused on living an entrepreneurial lifestyle where he could be his own boss, set his own hours, and most importantly, pursue the opportunities that he finds interesting. Hunter’s early career started with him pursuing education and coaching online to learn to play Professional Poker, where he found enough success to start investing in people, businesses, and eventually Real Estate. Hunter quickly learned that the risk assessment skills he learned in poker translated very well to evaluating investment opportunities, and shares with us some simple, yet brilliant insights into how these seemingly disparate disciplines have worked to help advance his career as an entrepreneur. In our thought-provoking discussion surrounding the current and future state of Commercial Real Estate, Hunter talks to us about the way he thinks about investing today, particularly in a post-Covid environment. We discuss the changes to various commercial real estate sectors that are likely to arrive, and the impact they might have on operations. We also talk about the diligence, underwriting, and monitoring it takes to stay on top of investments, and why it is important to know what you are getting into when establishing a source of Passive Income. Finally, we spend some time highlighting the Intelligent Investor Real Estate Conference, a 3-day, newly virtual, investor conference, presented by Asym Capital & For Investors By Investors. The conference provides exciting educational content and will foster an environment where meaningful, lifelong professional relationships can be made. Key Insights: · How the risk-assessment skills acquired in a Professional Poker career can apply in evaluating investment fundamentals · Hypothesizing on the many ways Covid-19 and the resulting economic shutdowns will affect the economy, and how that information can inform future investment decisions · Assessing the future of various Commercial Real Estate sectors, and how well they might perform in a post-Covid environment · Dispelling the myths about Passive Investing, especially in Real Estate, and understanding the amount of detailed work it takes to be successful · Why Organizational Structure and proper incentive alignment work together to ensure optimal cooperation and effort from relevant parties in executing a Commercial Real Estate project Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple — Spotify — Google — TuneIn — Stitcher Guest Bio: Guest Bio Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com https://cashflowconnections.com/ https://asymcapital.com/ https://iirec2021.splashthat.com/

In our last episode of 2020 for Real Wealth Real Health, we are excited to return our focus to the world of entrepreneurship, featuring an in-depth conversation with Dr. Al Osborne, Senior Associate Dean for External Affairs at UCLA’s Anderson School of Business. In addition to his role as Dean, Al is the Founder and Faculty Director of the Price Center for Entrepreneurship & Innovation. The Price Center aims to provide students with the problem solving, critical thinking, and collaborative skills that are key to entrepreneurial success, and to empower those students with the resources, access, and environment necessary to put their business ideas and acumen to the test. During our conversation, Dr. Osborne offers intelligent insights into the qualities that set entrepreneurs apart in the professional world, and why even the largest, most established companies could still benefit greatly from adopting more of an entrepreneurial mindset. We speak about the different forms of entrepreneurship, and the advantages they offer, for both businesses as well as individuals. Al also offers fantastic insights into how one can (relatively cheaply) get involved with charity through their finances, and some of the key insights he has gained working with entrepreneurs at every level. Finally, we turn our discussion to the topics of health & happiness, and how we can ensure proper management of our personal lives to maximize our experience of the benefits we work hard to enjoy. Key Insights: · Why the entrepreneurial mindset is an invaluable resource for advancing today’s society · How entrepreneurial thinking can still be an important asset within a large, bureaucratic, corporate structure · Reflecting on the progress that’s been made in improving the behavior of business, and how the process creates opportunities for new companies to form & thrive · The reasons why, and advantages of, non-traditional forms of entrepreneurship · The importance of failure in developing one’s entrepreneurial competency · How the average American can easily get involved in giving back to the community, including some universally accessible financial vehicles · The importance of managing your health, as well as your professional success, so you may live to fully reap the benefits of your hard work Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:   Apple — Spotify — Google — TuneIn — Stitcher Guest Bio: Alfred E. Osborne, Jr., is UCLA Anderson’s senior associate dean for external affairs, with oversight of a variety of key initiatives for the school, including resource development, alumni relations, corporate initiatives and executive education. Osborne also holds an appointment as Professor of Global Economics, Management and Entrepreneurship and is the founder and faculty director of the Harold and Pauline Price Center for Entrepreneurship & Innovation. The Price Center serves to organize faculty research, curricula and student activities related to the study of entrepreneurship and new business development at UCLA Anderson. Al’s areas of academic expertise include social entrepreneurship and the development of a leadership approach that applies business models and methodologies to the nonprofit world. Under his leadership, the Price Center created a number of management development programs, including five in partnership with health care giant Johnson & Johnson: the UCLA/Johnson & Johnson Head Start Management Fellows Program; the UCLA/Johnson & Johnson Advanced Management Institute for Head Start; the UCLA/Johnson & Johnson Health Care Institute; the UCLA/Johnson & Johnson Health Care Executive Program; and the Management Development Institute (MDI) for health care organizations in sub-Saharan Africa. Several related, innovative programs include the Institute for the Study of Educational Entrepreneurship (ISEE) and the UCLA/Los Angeles County Office of Education (LACOE) Head Start Leadership Institute. A deep belief in the value of entrepreneurship has guided Osborne’s vision for what is possible throughout his decades-long tenure at Anderson. In addition to founding the Price Center, he facilitated the infusion of an entrepreneurial approach to leadership into the Anderson culture and curriculum, including and transcending the notion of business startups. “Societies that don’t innovate are destined to die,” Osborne says. “My view was that our MBA students could benefit from understanding things from an entrepreneurial point of view.” A corporate governance expert, he established a Director Education and Certification Program designed to help officers and directors of public, private and nonprofits prepare for the fiduciary duties and legal responsibilities of governance. This program also addresses best practices and topical issues confronting directors. Education: Ph.D. Business Economics, 1974, Stanford University MBA Finance, 1971, Stanford University M.A. Economics, 1971, Stanford University B.S. Electrical Engineering, 1968, Stanford University Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com https://www.anderson.ucla.edu/faculty-and-research/global-economics-and-management/faculty/osborne https://www.fidelitycharitable.org/guidance/philanthropy/what-is-a-donor-advised-fund.html

The story of how a lifelong entrepreneur revolutionized an industry by starting a business to solve an issue he noticed on day one of his professional career. In today’s episode of Real Wealth Real Health, we are honored to welcome Brian Fox, Vice President of Strategic Partnerships at Thompson Reuters and founder of Confirmation.com, a company that’s revolutionized standard audit procedures at the corporate level by leveraging the capabilities of the internet. Brian’s entrepreneurial journey has been life-long, with his grandparents consistently illustrating the power and importance of investing, encouraging the family to work toward financial freedom through sound investment decisions, particularly in real estate. Brian started his professional career in auditing, working with one of the top accounting firms in the country, and his experience performing bank account balance confirmations (required in every audit) exposed the extreme need for a more efficient and secure process. Brian saw that confirming account balances by post & fax was not only incredibly slow but also easy to commit fraud against. After learning that this issue was not unique to his own accounting firm, Brian returned to business school and was encouraged to apply this simple, brilliant insight into starting a company that eliminates the opportunity to commit confirmation fraud, while bringing confirmations from a months-long procedure to something that can be completed as easily as sending an email. Brian tells us about the challenges, both personal and professional, he faced in starting a business, and the various inflection points that were most influential in the development of Confirmation. Throughout this wide-ranging conversation, we touch on Brian’s decision-making as a business leader, how he plans & prepares for retirement, and his personal definition of wealth. Key Insights: · How a simple insight can become a game-changing business idea through perseverance and hard work. · The importance of your mindset, and how it can allow us to take meaningful action toward achieving long-term goals. · Why entrepreneurship is a great career path for ambitious individuals. · The importance of patience and strategic timing, as even ideas that appear to be “no-brainers” can take time to be adopted. · Practical advice for starting to build wealth, even at the early stages of your career. Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:   Apple — Spotify — Google — TuneIn — Stitcher Guest Bio: Brian Fox is VP of Strategic Partnerships at Thomson Reuters and the founder of Confirmation, the trusted global provider of digital confirmations, which sold in 2019 to Thomson Reuters. He is recognized as the creator of electronic confirmations and holds several patents on electronic audit confirmations. Brian is an industry thought-leader and frequent speaker on accounting and fraud issues. He has been named four times as one of the “Top 100 Most Influential People in Accounting,” is a five-time winner of the accounting profession’s “Top 40 Under 40 CPA in America,” and was named as an Entrepreneur of the Year in Nashville.  Prior to Confirmation, Brian worked in audit for Ernst & Young LLP and in mergers and acquisitions for PriceWaterhouseCoopers. He is also one of the founders and a board member of Rivio.com, a joint-venture between the AICPA and Confirmation. He also serves as a mentor in the Inc. 500 Military Entrepreneurs Mentor Program, the Jumpstart Foundry, and the Nashville Entrepreneurship Center and is on the advisory board for the Nashville Capital Network. Brian is also a member of the AICPA and The Tennessee Society of CPA’s. Brian completed his MBA at Vanderbilt University and received a BBA in Accounting from Southern Methodist University.   Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com www.newstandardequities.com

How a commercial real estate professional took it upon himself to build, and run, a firm driven by his personal values, and how this approach benefits residents, partners, and investors. In this week’s episode of Real Wealth Real Health, we are excited to welcome Eddie Ring of New Standard Equities, one of Alpha Investing’s first Sponsor-Partners. Eddie began his Commercial Real Estate career working for a large institutional sponsor but found that his strong personal values were often at odds with high-level decision making. He made the brave decision to branch out on his own, with a Real Estate company that would be based on his own set of core values. New Standard Equities delivers to its residential communities an excellent-quality living space, with attractive, reasonable, amenities at a price they can easily afford. In this episode, we discuss the impact of the Pandemic on various Commercial Real Estate markets, particularly as it pertains to pricing, deal volume, and demographic trends. We speak to Eddie about where he is finding value in today’s market, the cities he’s most excited by, and the prevalent mistakes made by other sponsors in the current environment. We also hear his personal perspective on wealth and how it informs his business decisions, especially in the context of running a Commercial Real Estate company, as his firm aims to build and preserve wealth for its investors with each property they invest in, while continuing to prioritize the company’s values of integrity, performance, collaboration, creativity, and caring. Key Insights: · How a set of strong personal values can translate into a well-defined company brand identity · The importance of surrounding oneself with capable, trustworthy team-members and coworkers, when trying to set yourself up for success · Taking advantage of opportunities in business, and making the most of your downtime or slow periods in order to do so effectively · Anticipating how the Commercial Real Estate landscape will be affected by the broader economy, especially in the context of a global pandemic · How the values espoused by Environmental, Social, and Governance (ESG) initiatives can be incorporated into an institutional Commercial Real Estate Sponsor Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:   Apple — Spotify — Google — TuneIn — Stitcher Guest Bio: Mr. Ring founded New Standard Equities in 2010 and serves as its Chief Executive Officer. He has ultimate responsibility for NSE’s investment strategy, operations, risk management, and investor relationships. He has over 25 years of real estate and financial consulting experience, with 16 years of dedicated investing and operating experience in the multifamily sector. Under Mr. Ring’s leadership, NSE is known as a full-service, vertically integrated organization, and a leading investor of multifamily properties primarily located in the Western U.S. including Seattle, Northern and Southern California, and San Diego. Prior to forming NSE, Mr. Ring was Chief Operating Officer at Kennedy Wilson Multifamily. During his nearly 8-year tenure, he was responsible for the strategic leadership of the firm’s multifamily investment platform, including deal sourcing, business plan development, capital structuring, and asset management. Additionally, he was instrumental in developing relationships with a global base of notable institutional investors. Previously, he was with Evensen Dodge Financial and Investment Advisors, Inc., served as financial advisor to California Governor Gray Davis’ Commission on Building the 21st Century, and managed a portfolio of industrial assets at family-own MSR, Inc. Mr. Ring received his Bachelor of Arts degree from the University of California, Berkeley, a Master of Fine Arts degree from New York University, and a Master of Business Administration degree from the Anderson School of Management at the University of California, Los Angeles. He is a member of Mensa, the Writers Guild of America (Emeritus), and currently serves on the Board of Governors at Cedars Sinai Medical Center in Los Angeles.   Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com www.newstandardequities.com

Today on Real Wealth, Real Health, we invite Jody Robinson, licensed financial advisor, wealth manager, financial planner and Partner at Kingsview Partners. Jody’s story is one of resilience, determination and never giving up on herself, even when she didn’t know what was coming next. Jody started her career in education, pivoted into tech, and finally found her calling in the financial services industry. Before starting her own firm in 2010, Jody worked hard and kept her focus on eliminating the burden of debt of higher education.  Jody is also the author of Money Messages: Get Out of the Red and into the Green, Emotional and Financial Freedom to Transform Your Life, a practical and accessible guide to wealth transformation and creation. In this episode, we discuss the lessons Jody’s learned along her unique and varied professional journey, and her advice for managing and allocating resources among your personal investment portfolio. We ask Jody to speak to some of the common mistakes she’s seen among her wealth management clients, as well as the different attitudes & approaches to investing (particularly in Commercial Real Estate) among individuals at varying levels of wealth, all the way up to the ultra-high net worth investors. We also hear her perspective on the importance of diversity & patience in managing your personal portfolio, and how they each provide resilience and flexibility, especially when the downside scenario occurs.     Key Insights: The balance of connections, relationships, & resources that leads to success The importance of planning for the future in managing personal finances Keeping yourself youthful by pursuing new challenges and continually seeking opportunities for growth & education Encouragement & advice for overcoming personal adversity Commercial Real Estate’s optimal place & weight in your personal investment portfolio Common mistakes in allocating investments in your personal portfolio   Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:   Apple — Spotify — Google — TuneIn — Stitcher   Guest Bio: Jody (Redmann) Robinson is a wealth manager and financial planner with an office in Oak Lawn, Illinois, and is a member of the Oak Forest Rotary. Serving several years as a successful female financial advisor and balancing being a working mom, Jody realized that clients need flexibility, too. She’s structured her practice to meet your needs, and her business now extends throughout the Chicagoland suburbs, from Orland Park to Addison, Plainfield to Chicago. Her clients are her people… her tribe… and Jody safeguards those relationships as carefully as she works to protect her clients’ hard-earned money. Over the years, Jody has walked through both celebrations and hardships with clients. She remains committed to being accessible, available, authentic, and honest. Whether you are meeting in an office or around your kitchen table, Jody seeks to fully understand your needs, accommodate your schedule, and develop a long, collaborative partnership. Jody Robinson is author of a book about the way we spend, save, and process money. The book weaves stories, interviews, and practical exercises to reflect deep to understand your relationship with money and how it is present in your life today. Jody understands the complexity of personal and financial situations and wants to be your advocate. In 2010, after counseling and coaching clients through the Great Recession, Jody decided to pursue her own practice to better help the people she serves. She successfully faced the challenge of transitioning to an independent practice in 2015, while working as a divorced parent. She has since remarried, and her expanded family includes her son, four adult step-children and a giant, but gentle, black labrador. In philanthropy, Jody actively participates in Rotary and other volunteer activities promoting youth leadership and humanitarian service   Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com https://www.kingsview.com/advisor/jodyrobinson/ Jody’s Book: Money Messages: Get Out of the Red and into the Green, Emotional and Financial Freedom to Transform Your Life

In this week’s episode of Real Wealth, Real Health, we turn our attention back to the world of Commercial Real Estate Investing with our guest, Brian Adams, President & Founder of Excelsior Capital. Brian started his career in litigation, then transitioned to becoming an established operator of office assets in the US after identifying the vast opportunities in commercial real estate investing. Brian has developed his own unique investment philosophy, and speaks about his approach to investing, both from an individual perspective and the viewpoint of a real estate sponsor. Like any successful professional, we find that many of Brian’s most valuable lessons have been learned through experience.    Brian offers a plethora of fantastic insights, from the importance of strong infrastructure to a burgeoning business, maintaining positive investor relations, and why it’s critical to plan for scale as your business grows. Brian’s journey with Excelsior Capital has been emblematic of his approach to business, as he has pivoted his target investments to satisfy the needs of his investor base and found great success doing so, while maintaining flexibility. We talk about the reasons he finds office assets, particularly in the suburbs, to be an attractive area for future growth, and the trends he sees in the Commercial Real Estate & Private Equity landscape. Aside from his professional knowledge, we pick Brian’s brain about his personal approach to wealth building, estate planning, and work-life balance. Key Insights: The role of alternative assets in your investment portfolio Why it’s imperative be open and vulnerable about your own mistakes, accept & learn from them in order to move forward more successfully The advantages of viewing Real Estate investments through the lens of a small business What is a family office and how to plan for generational wealth and wealth transfer The value of communication and transparency in investor relations How increased access to Commercial Investment opportunity can help bridge the ever-widening gap of inequality that persists today How patience can lead to far greater flexibility (and profits!) in the long run The mindset necessary to start to use the tax code to your own advantage   Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple — Spotify — Google — TuneIn — Stitcher   Guest Bio: Brian C. Adams is the President and Founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate private equity and has advanced knowledge in best practices for strategic real estate investing. Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and direction for the firm in connection with capital markets, investment management and investor relations. He has served on the Board of Sirrom Partners, LP, a single-family office investing across private and public asset classes since May of 2008. Since May of 2017 he has served on the Investment Committee for Solidus LP, an early-stage venture capital firm focused on investment opportunities in Healthcare and Technology. From January of 2016 to January of 2018, Brian served as a member of the Board of Next Gen Advisory Faculty for the Institute of Private Investors / Campden, a program designed to support next generation family members in preparing the following generation for the responsibility of being a steward of family wealth. He has also served on the Advisory Committee for the Southeastern Family Office Forum since December of 2016. Brian is a former practicing attorney, earning his J.D. from Suffolk University and his B.A. from Wesleyan University with Honors.   Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com https://www.excelsiorgp.com/

In this week’s episode of Real Wealth, Real Health, we renew our focus on entrepreneurship, with our guest, Jon Lehman, who serves as Faculty Director of Executive Education at Vanderbilt Owen Graduate School of Management. Jon is an accomplished serial entrepreneur with a clear passion for business and a vast wealth of knowledge to draw upon when answering our most pressing questions on the subjects of entrepreneurship, business development, and the evaluation of a nascent business idea. Jon’s experience has afforded him invaluable insights into what it takes to become successful as an entrepreneur. He’s learned worthwhile lessons through both success and failure, and helped many others along the way, including early interest & investment in Alpha Investing. Over the course of our conversation, Mr. Lehman offers insights into some of the most common mistakes that early entrepreneurs make, and how best to avoid them. In addition to many valuable tips for navigating any professional career, we touch on the importance of partnerships, and how best to maneuver the various challenges presented therein, particularly as the functions of business grow in complexity. Aside from his many insights for running a successful business, we pick Jon’s brain about the way he thinks about and evaluates a company, business idea, or investment. His pointed approach to business is reflected in the way he evaluates companies and business ideas, particularly when we observe the success he’s achieved in both. This short-but-sweet episode is packed with valuable insights and is a can’t-miss for any current or would-be entrepreneurs. Key Insights: · The common traits of a successful entrepreneur, and debunking the most common stereotypes of the average entrepreneur · The avenues, methods, and approach to growth that help most successful entrepreneurs build wealth, and/or entice investments into their company · Insights & tips for how best to navigate partnerships or teams in business. · The importance of understanding necessary skillsets, and the intersection of skills needed to effectively operate your business or business idea · How Diversification can happen in concert with specialization, even within a single industry Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:   Apple — Spotify — Google — TuneIn — Stitcher Guest Bio: Jon Lehman is an Adjunct Professor of Management at Vanderbilt’s Owen Graduate School of Management, where he currently serves as Faculty Director of Executive Education. In this role he has worked with a broad range of clients including Nissan, Regions Bank, Blue Cross Blue Shield of Tennessee, Eli Lilly & Co, Vanderbilt University Medical Center, Hewlett Packard, Community Health Systems, and Cisco Systems. Jon is also a serial entrepreneur who also serves as a mentor, consultant, and board advisor to early stage companies. Prior to joining Owen, Mr. Lehman served as the CEO of a health care IT company that he led to a merger with a Canadian public company. He was an early stage investor and served as Executive Vice President and Director of an international computer training company that was later acquired by a leading educational software company. He also founded and served as Principal of a venture development firm. He holds a degree in Economics from Colgate University and an MBA from Harvard Business School. He is an avid cyclist, tennis player, and traveler. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com

For our latest episode of Real Wealth Real Health, we welcome Harvey Castro, President & Co-Founder of Trusted Medical. Harvey came from humble beginnings and has earned his success through his impressive work ethic and uncanny aptitude for entrepreneurship. We discuss Harvey’s distinguished career, including his initial interest in medicine, and the creative entrepreneurial solutions he found for affording the steep expenses of Medical School. Harvey’s story is marked by integrity, hard work, and compassionate ambition. In addition to discussing his career, we spend time discussing Harvey’s values, both in business and in medicine, and how they have shaped the biggest decisions of his professional life. Harvey offers great insights into how he approaches problem-solving, and the shifts in mindset that he found to be necessary to take risks and get started as an investor. His inspiring work ethic, admirable compassion, and undeniable intelligence shine through, and we are sure every listener will be able to come away with a new piece of perspective.   Key Insights: The value of, and need for, integrity in both business and medicine How a practical mindset can help you get started as an investor Gaining a better understanding of the relationship between medicine and business, and how business knowledge can improve and inform medical expertise The importance of self-care and prioritizing personal time in achieving success and maintaining our productivity How to make or find time for your business ambitions in today’s modern life   Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:   Apple — Spotify — Google — TuneIn — Stitcher     Guest Bio:     Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com   Trusted Medical Centers https://www.harveycastromd.info/ https://passiveincomemd.com/the-three-biggest-obstacles-that-prevent-you-from-succeeding https://www.amazon.com/Harvey-Castro-MD/e/B08DRVVT5K/ref=dp_byline_cont_pop_book_1   Social Media: https://www.linkedin.com/in/harveycastromd/ www.facebook.com/harveycastromd www.twitter.com/harveycastromd www.instagram.com/harveycastromd https://www.youtube.com/channel/UCVZVspkibK5hGbGdiLpNNBg https://www.doximity.com/profiles/a9e9c5e2-8d53-4969-a6e6-351cc8935a13

In today’s episode of Real Wealth Real Health, our guest is Jeff Scheinrock, Assistant Dean at UCLA Anderson School of Management. Having started his career as a CPA at a major accounting firm, Jeff’s intelligence, instincts, and integrity coalesced to create an ‘x’ factor of well-timed opportunities that enabled him to find success in a plethora of professional pursuits. Jeff has a storied and accomplished career as an entrepreneur, investor, fundraiser, and negotiator, having founded his own Advisory Firm, run an entrepreneurial services firm, invested over $950 million in venture capital & private equity funds, and served as Chairman, or on the boards, of major US companies. Among his impressive list of triumphs, Mr. Scheinrock has received special recognition for his contributions to the Space Program from NASA. In addition to discussing his impressive career, we talk with Jeff about his personal values, especially surrounding the importance of work-life balance, some of the more important lessons he’s learned, and advice he’d give investors today. Jeff offers incredible insights, not only through the direct advice he gives but by describing his approach to various situations in business, in a way anyone can understand & identify with. We know this eye-opening discussion will be one that sparks inspiration in many listeners.   Key Insights: The value of prudent risk taking; finding what provides you fulfillment is often what precedes success The importance of keeping an open mind & networking, as luck and timing often presents people with extraordinary opportunity Predicting Always keep money set aside for emergencies, and diversify your portfolio where possible Try to get to a place where you can work with people who you want to work with, rather than people you have to work with The importance of prioritizing the maintenance of work/life balance, even as your career brings new & exciting challenges   Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:   Apple — Spotify — Google — TuneIn — Stitcher     Guest Bio:   Jeff Scheinrock learned about entrepreneurship at an early age, primarily watching his parents manage their own electrical engineering business. Working for large companies post college graduation was not to his liking, so he started own accounting company. “I realized that if you wanted to make more, you worked harder. The outcome was in my hands, and I liked that. I guess I’m a risk-taker.” Early in his career, Scheinrock was senior partner in charge of the entrepreneurial services group of Arthur Young and Company’s Los Angeles office, a company whose sales he increased from zero to $7 billion in six years. He has extensive experience in international financial markets, corporate finance and capital structure, acquisitions, and strategic investment. A registered CPA, Scheinrock served from 2010 to April 2020 as an officer and board member of Originate, which invests capital and elite engineering talent and startup expertise into high-potential opportunities. The company, the result of a 2010 merger between Scheinrock Advisory Group and Originate Labs, builds products that define the future, utilizing expertise that includes software innovation (mobile/web development, artificial intelligence, cryptocurrency) and strategic consulting (turnaround, product development, market research). Originate partners with the innovation teams of Fortune 500 companies to create transformational software products. Scheinrock is a former member of GKM Newport Generation Funds, a fund of funds that manages over $950 million for investments into venture capital funds and private equity buyout funds. Prior to founding Scheinrock Advisory Group in 1997, he served as Vice Chairman of Finance and strategic planning for Packard Bell NEC Electronics Inc., where he negotiated equity investments from Groupe Bull and NEC, and set up operations throughout Europe and Asia, successfully negotiating tax incentives from the different countries. He has also negotiated in excess of $1 billion in bank debt and $3 billion in trade credit from companies such as Intel, Microsoft, Panasonic, Tatung, Lite-On, Seagate and others, and handled the negotiation and structuring of all acquisitions, including Zenith Data Systems and Ark Interface Software.   Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com https://www.anderson.ucla.edu/faculty-and-research/faculty-directory/scheinrock The Agile Startup: Quick & Dirty Lessons Every Entrepreneur Should Know

In this week’s episode of Real Wealth Real Health, we welcome Mo Bina, Founder & Managing Principal of High-Rise Capital. As a unique complement to his academic background in Civil Engineering, Mo has been an attentive observer of financial markets and macroeconomic trends. He translated his own passion for financial self-empowerment to founding his own family business, focused on helping others take control of and transform their financial futures through passive investing. In addition to the value he provides to clients, we discuss some of the public good that can be generated through Commercial Real Estate Investing, and why many find it to be a more meaningful way of generating passive income, compared to traditional paper investments.   In addition to the respective advantages offered by Commercial Real Estate (CRE), our wide-ranging discussion explores current macroeconomic trends in the global economy, and their implications for CRE investing activity. Mo’s experience interpreting financial markets and reading into macroeconomic trends offers important insights into the possible futures of the global economy, and where best to invest capital. Throughout the discussion, we pick his brain about the most important statistics to monitor, where best to research relevant information, & how it should be interpreted, painting a great roadmap for how to start the path to becoming an educated CRE investor.     Key Insights: Key metrics to digest & monitor when evaluating an investment, and what they imply for investing decisions Why the global downturn leads to a widespread search for yield, and why that typically leads to long-term appreciation in Commercial Real Estate Predicting the future movement of interest rates, and their impact on Commercial Real Estate property values Understanding why US-based real estate stands out as a safe haven for foreign (and domestic) investment, even as the economy slows How passive real estate investing can lead or complement a meaningful life of community contribution   Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:   Apple — Spotify — Google — TuneIn — Stitcher     Guest Bio:   Mo Bina is the Managing Principal and Founder of High-Rise Capital. He has two bachelor's degrees in civil and environmental engineering from UC Irvine and a master's degree in environmental engineering from Stanford University. He has been an avid follower and student of the financial markets for over 20 years.   He has been a passive investor in diverse opportunities in real estate assets such as multifamily, senior living, office, and single-family residential in various geographic markets in the U.S. In addition, he has investment experience in alternative assets, hard money lending, and notes. His knowledge also includes asset protection and tax strategies, and their applications to real estate.   Mo founded High-Rise Capital as a family owned business that has a passion to help others learn how to passively invest in high-quality commercial real estate assets that have historically generated higher returns and lower volatility as compared to the traditional paper assets of stocks, bonds, and mutual funds. High-Rise Capital's mission is not only to assist investors to build generational wealth and gain financial freedom, but to positively impact the world through commercial real estate.     Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com https://www.high-risecapital.com/resources-index   Aspen Institute Articles regarding estimated renter evictions: https://www.aspeninstitute.org/blog-posts/20-million-renters-are-at-risk-of-eviction/ https://www.aspeninstitute.org/blog-posts/the-covid-19-eviction-crisis-an-estimated-30-40-million-people-in-america-are-at-risk/   Links to the some basic RE books: Millionaire Real Estate Investor Tax Free Wealth Loopholes of Real Estate The ABCs of Real Estate Investing