Podcasts about alternative assets

It's the final episode of our Best Investing Ideas for FY26 series! And we're bringing something a little different for your consideration.Stepping beyond the usual suspects (cash, stocks, and bonds), we pitch 4 alternative assets that we're watching as FY26 kicks off.These are ideas that might fly under your radar but could add meaningful growth and diversification to your portfolio.We cover: What alternative assets actually are and why they're worth consideringHow to get access to these opportunities, even with a small budgetWhy these ideas made our personal watch lists for the new financial year Bryce picks:Ways to invest in private equity that are more accessible than everThe cryptocurrency that makes up 10% of his portfolioRen picks:A tried and tested commodity that shines during economic uncertaintyA unique corner of Australian property that's quietly delivered over 200% growth in two decadesLinks Referenced:

Alternative Assets Appear to Be a House of Cards I remember using that same terminology back before the tech bust about 25 years ago. I was maybe a little bit early back then, but the house of cards collapsed. The more I read about alternative assets the more I scratch my head and ask how is Wall Street getting away with this? In the end, I believe the small investor will end up paying dearly for investing in these alternative assets. I learned something new over the weekend, a company called Hamilton Lane Private assets can buy private stakes from other holders at a discounted price, but then they can magically increase the value to the net asset value. This also reminds me of the mortgage crisis in 2008 with collateralized mortgage obligations better known as CMO‘s that also had major difficulties. Hamilton Lane Private assets can disregard the discounted price they paid no matter how they paid for it, even if it was in a competitive auction and again mark it up to net asset value. In 2024 there were $162 billion in secondary deals with an average discount of 11%. My question is how can they magically create $18 billion of value on those secondary deals. The incentive fees that private equity firms like Hamilton Lane earn range from 10 to 12 1/2%. If it sounds complicated, it is and if you don't understand something, you should not be investing in it no matter how simple your broker tries to make it sound. The greed on Wall Street appears to be running rampant, I would highly caution investors to avoid any type of private equity in their portfolio.   Tariffs Are Still Not Impacting Inflation The May Consumer Price Index, also known as CPI, showed little impact from tariffs. Headline CPI came in at 2.4%, which was right in line with expectations and core CPI, which excludes food and energy, came in at 2.8%, which was actually below the expectation of 2.9%. The headline CPI continues to remain softer than core CPI due to falling energy prices. Compared to last year, energy prices were down 3.5% and gasoline in particular fell 12.0%. The core prices do remain a little bit stuck at the 2.8% level considering it was at that level in both the March and April reports as well, but considering the concern around tariffs I would say this was a really strong report. It will be interesting to see the coming months as economists are pointing to the fact that companies brought in excess inventory before the tariffs were implemented so they are still working through pre tariff inventory and have not needed to raise prices yet. I do wonder if inflation does not substantially increase at what point will economists say that the tariffs maybe aren't as impactful as they once thought? My belief remains that we will see a small uptick in inflation in the coming months, but there are other forces reducing inflation in some areas so I think it will be more muted than many believe.    Health and Human Services Is Receiving a Major Makeover Back in the 60s, the world looked to America's health regulators for guidance because they had a reputation for integrity, scientific impartiality and a strong defense of patient welfare. Today and for probably the last couple of decades, HHS has lost trust among many people. This week, a major shakeup of the advisory committee for immunization practices known as ACIP is retiring all 17 of the current members on the committee. In the past, the committee had many persistent conflicts of interest and approved every vaccine that came through. The committee met behind closed doors and without transparency the public had no faith in their decisions. Some of the members had financial stakes or received substantial funding from the pharmaceutical companies. I'm happy to report with all 17 of the committee members being forced into retirement we should see big changes on the approval of vaccines and hopefully in a few years, the HHS and the committee can regain public trust. This could have an impact on some pharmaceutical stocks if vaccines go through a more rigorous approval process.    Financial Planning: What If There's a Recession While in Retirement? With 8 in 10 Americans already changing their spending habits and 58% expecting a recession, it's clear that economic uncertainty is weighing heavily on people's minds. But the reality is if you're retiring soon, or already retired, you should assume you'll face multiple recessions, market corrections, and bear markets during your retirement. It's not a matter of it, but when. Historically, recessions occur about every 6 to 10 years and typically last 10 to 18 months. Market corrections, defined as a drop of 10% or more, happen about once every 1 to 2 years, and bear markets, declines of 20% or more, occur roughly every 5 to 6 years, lasting on average about 10 months, though the recovery to previous highs can take up to 2 years or more depending on the severity. The point isn't to try and time retirement around these events, it's to build an income strategy that expects them. A well-structured retirement income plan includes diversified investment portfolio that will provide long-term growth, cash reserves to avoid selling investments at a loss, a sustainable withdraw rate, and flexibility to adjust withdrawals from various sources when needed. By accepting volatility as a normal part of retirement, you can build a plan that weathers it and sleep better when the markets are volatile.   Companies Discussed: Lululemon Athletica Inc. (LULU), Petco Health and Wellness Company, Inc. (WOOF), Brown-Forman Corporation (BF.B) & DocuSign, Inc. (DOCU)

We'd love to hear from you. What are your thoughts and questions?In this enlightening episode, Dr. Allen Lomax interviews Adam Bergman, a leading voice in the self-directed retirement industry. They discuss the transformative potential of self-directed IRAs, the misconceptions surrounding them, and the advantages of investing in alternative assets. Adam shares his journey from a tax lawyer to the founder of IRA Financial, emphasizing the importance of financial education and diversification in retirement planning. The conversation also covers the process of getting started with self-directed accounts, the rollover process, and the significance of understanding prohibited transactions.Main Points:Self-directed IRAs allow investment in alternative assets.Many professionals are unaware of self-directed IRAs.The private placement market is larger than public markets.Tax-free growth is a significant advantage of self-directed accounts.Diversification is crucial for reducing investment risk.Investors can control their financial future through self-direction.Education is key to unlocking retirement account potential.The rollover process for IRAs is straightforward and tax-free.Prohibited transactions must be understood to avoid penalties.Self-directed accounts can lead to greater investment opportunities.Connect with Adam Bergman:abergman@irafinancial.comhttps://www.irafinancial.com/https://www.youtube.com/@IRAFinancialhttps://www.linkedin.com/in/adambergman1

In this week's Rise UP! Joe Duran, Kevin Grimes and Chris Deeley from Grimes and Company have a spirited conversation over what the Musk/Trump battle means for Tesla stock and what to do if you own it, what the data is really saying about a potential economic slowdown and how to protect your portfolio while also making sure it's set for growth. Plus, “perception” vs “reality” and its effects on everything from equities to home sales. Want a second opinion on your investing strategy? Get a free portfolio review from Grimes & Company's Kevin or Chris at https://bit.ly/4dS5hnY Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Chapters 1:07 - Trump vs Elon and Tesla Stock Effects 3:56 - Why Elon Musk Has More to Lose in this Fight 5:43 - What Does This Mean for Tesla Stock and What Should You Do If You Own It? 9:20 - When It's Time to Sell Your Winners 11:06 - Markets and Concerns of an Economic Slowdown 11:45 - What the Data Says 13:05 - What You Should Do with Your Portfolio with Where Valuations Are 14:50 - Stocks = 1999? 16:30 - Where the Investing Opportunities Are 19:42 - The Index Effect is Real 20:40 - Ask Us Anything 20:45 - How Do You Buy the Dip or Buy the Down Without A Lot of Cash Handy? 25:37 - How Do You Have a Balanced Portfolio When Your 401K Plan Doesn't Give You Access to Alternative Assets? 29:28 - Can a Housing Crash Be Caused By the Perception One Might Happen? 33:46 - Next week: Domestic Policy Bill, Economic Inflation Data, and Tariffs Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #Tesla #ElonMusk #DonaldTrump #StockMarket #EconomicSlowdown #MarketTrends #InvestmentStrategy #FinancialNews #TechStocks #HousingMarket #PortfolioManagement #PersonalFinance #MoneyMatters ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this final episode of the asset allocation series, Alex from Positive Real Estate dives into the world of alternative investments—a misunderstood yet potentially powerful part of a diversified portfolio. Learn about the role of gold, Bitcoin, private equity, and even art and collectibles in your investment strategy. Alex breaks down how these assets perform, their risks, and how they can be included across personal investments, retail super funds, and self-managed super funds (SMSFs). A must-watch if you're serious about long-term wealth building and want to understand the full picture of asset allocation.

In this episode, Dave Putz and Nathan Turner sit down with Nate Hare from Directed IRA to dive deep into how note investors can use self-directed retirement accounts to build wealth tax-free. Nate explains the difference between traditional and Roth IRAs, how to contribute up to $70,000 per year using solo 401ks, and strategies like the mega backdoor Roth. The trio also covers legal compliance, using checkbook LLCs, and leveraging multiple accounts for one investment. If you're a note investor looking to raise capital or defer taxes, this episode is packed with actionable insights.Sponsored by Call The Underwriter, go to calltheunderwriter.com/jpk and get a free seller finance deal toolkit! To obtain this week's Real Estate Notes Show guest Nate Hare's information, use this link https://bit.ly/3FEZ69V**Never Miss a Live Show**, Add our Calendar to yours! Google - https://bit.ly/3Djr8GL Apple/Outlook - https://bit.ly/3Dhj9tyWe Buy Notes go to our site for more information! FAQs and Submit Your NoteWatch this video on Youtube: Watch VideoOur new Website Updated Tools, Resources, Bid Calculator, Education and over 100 assets for sale: ⁠https://www.jkpholdings.com/note-investor-education⁠Youtube Channel: https://www.youtube.com/c/JKPholdingsllc?sub_confirmation=1Upcoming Live Webinars: https://www.jkpholdings.com/webinarsDME (Diversfied Mortgage Expo) Note Conference Video Recordings - ⁠PurchaseSOCIAL MEDIAFB Group: https://www.facebook.com/groups/EastCoastDistressedNoteInvesting/Facebook: https://www.facebook.com/JKPHoldings/Linkedin: https://www.linkedin.com/company/jkp-holdings-llc#noteinvesting #mortgagenotes #investor #mortgagenote #realestate #realestateinvestor[00:00:00] Show Intro and Guest Update[00:01:03] Best DME Conference Success Story[00:02:29] Who the Conferences Are For[00:03:18] Toolkit from Call the Underwriter[00:04:24] Creating High-Value Notes[00:05:02] Funding Notes with Retirement Cash[00:06:42] Tapping 401k Money for Notes[00:08:54] Meet Nate Hare from Directed IRA[00:10:04] How Nate Got into IRA Investing[00:12:03] Why Use IRA for Note Investing[00:13:10] What You Can't Invest In[00:14:56] Real Estate and Notes in IRAs[00:17:02] Moving Money from Fidelity to SDIRA[00:19:02] IRS Stats on Wealthy IRA Investors[00:21:03] Using IRA to Lend on Notes[00:23:14] $7K vs $70K IRA Contributions[00:25:04] Traditional vs Roth Tax Benefits[00:27:11] Who Qualifies for Solo 401k[00:30:46] Real Estate Leverage with Retirement[00:32:04] Contribution Math Made Simple[00:36:12] Roth Conversions and Backdoor Strategy[00:38:54] Understanding Roth Income Limits[00:42:30] Legal Rules on Self-Directed IRAs[00:44:04] Who IRAs Can't Transact With[00:47:04] What Is a Checkbook IRA LLC[00:51:00] Partnering Multiple IRAs in One Deal[00:54:02] Raising Capital Using Other People's IRAs[00:56:00] Market Outlook for Alternative Assets[00:59:15] Show Wrap-Up and Next Steps

Send us a textIn this exclusive episode of The Family Office Club Podcast, top billion-dollar allocators share invaluable insights into their investment strategies and real-world experiences. Hosted by John Latter, founder of Fabridge Asset Management, the discussion features a panel of seasoned family office executives and investment firm leaders. These experts discuss a wide range of high-impact investment opportunities, including real estate, private equity, alternative assets, and emerging markets. Learn about their strategies for navigating current economic challenges, capitalizing on distressed assets, and making innovative investments in sectors like affordable housing, AI, critical minerals, and vertical farming. Additionally, panelists share valuable lessons learned from years of experience, focusing on due diligence, risk management, and long-term wealth creation. Whether you're an investor or a family office looking to expand your portfolio, this episode provides critical knowledge on high-net-worth investment strategies and success in today's evolving market.

Adam Bergman is the founder of IRA Financial, is a U.S.based fintech company specializing in self-directed retirement accounts, offering a platform for individuals to invest their retirement funds in alternative assets.  Why you should listen Founded by Adam Bergman, a former tax and ERISA attorney, IRA Financial empowers individuals to take control of their retirement funds through self-directed IRAs and Solo 401(k)s. Unlike traditional retirement accounts that limit you to stocks and bonds, IRA Financial opens the door to alternative investments like real estate, precious metals, private placements, and even cryptocurrencies. With over 24,000 clients and $3.2 billion invested in alternative assets, they're making diversification more accessible than ever. IRA Financial offers IRAfi Crypto, a platform that allows you to buy, sell, and trade cryptocurrencies within your retirement account 24/7. Partnered with Bitstamp, it supports over 30 popular tokens, including Bitcoin and Ethereum. The best part? There's no need to set up an LLC, and they handle all IRS reporting for you. For a $100 annual fee and a 1% trading fee, you get full control over your crypto investments, all within a tax-advantaged account . It's a modern twist on retirement planning, giving you the freedom to invest in the digital assets shaping our future. Supporting links Stabull Finance IRA Financial Andy on Twitter  Brave New Coin on Twitter Brave New Coin If you enjoyed the show please subscribe to the Crypto Conversation and give us a 5-star rating and a positive review in whatever podcast app you are using.

In this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Patrick Grimes, founder of Passive Investing Mastery and Invest on Main Street. Patrick shares how a painful first deal during the 2008 crash reshaped his investing mindset, leading him to focus on long-term wealth accumulation, cash flow, and true portfolio diversification. What began with single-family rentals eventually expanded into large multifamily syndications, recession-resilient markets, and alternative assets, including litigation finance and debt funds. Patrick walks listeners through how he helps investors build a balanced portfolio by spreading risk across multiple, non-correlated asset classes. He also highlights why active professionals don't need to become landlords to grow wealth, and how the right mix of passive investments can lead to financial security and freedom. If you want to diversify beyond traditional real estate while keeping property in your portfolio, this episode is packed with practical strategies and new perspectives. In this episode, you will hear: The early investment mistake that shaped Patrick's long-term approach to wealth building What makes multifamily syndications a powerful tool for scalable, passive income Where litigation finance fits into a diversified real estate investment portfolio Ways debt funds provide stable returns outside of traditional equity deals Differences between passive and active investing for busy professionals The role of education and networking in avoiding common investor pitfalls Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Passive Investing Mastery website - passiveinvestingmastery.com Passive Investing Mastery on Facebook - www.facebook.com/PassiveInvestingMastery Connect with Patrick Grimes on LinkedIn - www.linkedin.com/in/patricksgrimes Invest on Main Street website - investonmainstreet.com Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

In this conversation, John Harcar and Brett Synicky discuss the importance of investing in what you know, particularly in the context of real estate and retirement planning. Brett shares his personal journey in real estate, the mistakes he made, and the lessons learned. They delve into the concept of self-directed IRAs and 401ks, emphasizing the flexibility and control investors have over their investments. The discussion also covers common pitfalls in investment strategies and the growing interest in alternative assets like cryptocurrency. Brett concludes with insights on the potential for significant returns through smart investing. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Alternative assets are going mainstream — but are investors ready?In this special episode of Stocks Neat, Steve Johnson is joined by Stephen Darke, CEO of Navigator Global Investments, to unpack the ever-expanding world of alternative assets: from hedge funds and seeding strategies to manager selection and structural risks.With decades of experience allocating capital globally, Stephen shares what it takes to identify a repeatable edge, when to walk away, and why institutional lessons are now flowing into wealth channels.“You can't just get excess returns across all cycles without giving something up, and what are you giving up… Liquidity.”If you've ever wondered how alternatives can complement a core portfolio, or why liquidity isn't always your friend, this episode delivers plenty of food for thought.

In this episode of the Real Estate Pros podcast, host Dylan Silver interviews Nate Hare, VP of Sales and Strategic Relationships at Directed IRA. They discuss the concept of self-directed IRAs and how they can be utilized for real estate investments. Nate shares his journey into the real estate space, the benefits of using retirement accounts for real estate investments, and the tax advantages associated with self-directed IRAs. The conversation also covers the mechanics of buying and selling properties within an IRA, the importance of understanding the rules, and the future growth of the self-directed IRA industry.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Kim Flynn, President of XA Investments, discusses her 25-year career in asset management, focusing on alternative investments. She highlights the challenges faced during the 2008 financial crisis at Nuveen Investments, where she refinanced $15 billion in frozen auction rate securities. Flynn explains the structure and benefits of closed-end funds, particularly interval funds, which offer periodic liquidity. She details XA Investments' three SEC-registered closed-end funds with $900 million in assets, emphasizing private credit strategies with yields ranging from 9% to 15%. Flynn also explores the potential of alternative investments like farmland, infrastructure, and crypto, noting their role in portfolio diversification and income generation. Note: this episode contains general information only and is not financial or investment advice. Please let Gene know your thoughts on this episode by emailing him at contact@economicsexplored.com.About Kimberly Ann FlynnKimberly Ann Flynn is a President at XA Investments. She is a partner in the firm and responsible for all product and business development activities. Kim is responsible for the firm's proprietary fund platform and consulting practice. Kim has developed an expertise in closed-end fund product development and is a frequent contributor to media and industry events on topics including interval funds, alternative investments and London-listed investment companies. Kim has earned the CFA designation and is a member of the CFA Institute and CFA Society Chicago. She is also Series 7, 63 and 24 licensed.Previously, Kim was Senior Vice President and Head of Product Development for Nuveen Investments' Global Structured Products Group. In her 11 years at Nuveen, she helped develop over 40 closed-end funds, raising approximately $13 billion in capital. In her leadership role at Nuveen, Kim was responsible for asset-raising activities through the development of new, traditional and alternative investment funds, including CEFs, ETFs, UITs and commodity pools.Kim received her MBA degree from Harvard University, where she was a William J. Carey scholar and President of the HBS Volunteers. Before attending Harvard Business School, Kim spent three years working in Morgan Stanley's Investment Banking Division (1999-2002) in their Chicago office. She earned her BBA in Finance and Business Economics, summa cum laude, from the University of Notre Dame in 1999 where she was a valedictorian candidate, Rhodes Scholar finalist and the first recipient of the Paul F. Conway Award, given to a senior in the Department of Finance who embodies Notre Dame's tradition of excellence and who enriches the ideals of the university.Kim was recently selected to serve on the Notre Dame Wall Street leadership committee. She also serves on the board of the Women in ETFs Chicago chapter as Head of the Mentorship Committee and on the advisory board of Youth Guidance's Becoming A Man program. She is an active member of the University Club of Chicago and the Harvard Club of New York City, where she conducts regular business. Kim and her family - husband, Leo; son, Teddy; and daughter, Rose - live in Lincoln Park.TimestampsIntroduction (0:00)Kim Flynn's Career Journey (3:09)Experience During the 2008 Financial Crisis (4:41)Development of New Financial Products Post-Crisis (7:17)Understanding Closed-End Funds and Interval Funds (8:48)Investment Strategies and Alternative Assets (21:01)Energy Investments and ESG Considerations (29:02)Gold, Crypto, and the Role of FinTech (31:36)Evaluating Asset Managers and Investment Strategies (35:03)Investment Outlook and Market Dynamics (47:07)TakeawaysAlternative Investments Offer Diversification: Kim Flynn explains that alternative investments, including real estate, private credit, and farmland, provide diversification benefits, reducing reliance on traditional stocks and bonds.Liquidity Management is Crucial: Interval funds allow limited liquidity for investors, making them suitable for illiquid asset classes like private equity and real estate.Lessons from the 2008 Crisis: Kim shares her experience during the financial crisis, where she managed funds impacted by frozen liquidity, highlighting the importance of flexibility and innovation.Private Credit and Farmland Are Popular: Kim notes that private credit and farmland investments have seen significant interest due to their yield potential and inflation protection.Understanding Liquidity Premiums: Kim emphasizes that investors should seek a 300-400 basis point premium for illiquid investments compared to equivalent public market assets.Links relevant to the conversationKim's bio on the XA Investments website:https://xainvestments.com/team/US Treasury webpage on the Troubled Asset Relief Program (TARP):https://home.treasury.gov/data/troubled-asset-relief-programLumo Coffee promotion10% of Lumo Coffee's Seriously Healthy Organic Coffee.Website: https://www.lumocoffee.com/10EXPLOREDPromo code: 10EXPLORED Full transcripts are available a few days after the episode is first published at www.economicsexplored.com.

#73: Welcome back to the Lenders playbook Podcast Episode... 73! Today we have Ryan Hughes and Ryan is on a mission to empower self-directed retirement investors to take control of their financial future. At NRL, he leads a team that delivers innovative, IRS-compliant non-recourse lending solutions, helping clients diversify into real estate, startups, and other high-potential opportunities — all while protecting their retirement accounts. Ryan is he's opening doors to a whole new world of retirement investing. Whether you're an investor hungry for growth or a partner ready to collaborate, this episode is packed with insights you don't want to miss. Tune in now and get inspired to unlock the full potential of your retirement funds!Lets go

How do self-directed retirement accounts work? In this episode, Adam Torres and Adam Bergman, Founder of IRA Financial, explore IRA Financial and Adam's journey as an entrepreneur. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dr. Amir Baluch, MD, is a best-selling author and contributor to Forbes. His insights on wealth-building have been featured in major outlets like Entrepreneur, Yahoo! Finance, and Business Insider, further solidifying his reputation as a trusted financial strategist.WHY LISTEN TO OUR INTERVIEW WITH AMIR:[00:00-11:58] Medicine to Investment[11:59-18:00] Exploring Build-to-Rent Opportunities[18:01-19:02] Sponsor: Franchising made easy[19:03-19:41] Financing[19:42-37:30] THE STRATEGY[37:31-39:41] Final ThoughtsConnect with Amir at www.baluchcapital.comAny questions?Getting a refund this tax season? Here's one smart way to invest it in your business.I joined 40+ authors in the Tax Refund Kindle Cross-Promotion Campaign. For a limited time, our books are just 99¢ each. Entrepreneurship. Book marketing. Small biz. Personal growth. Leadership.No email opt-in. Just value.Grab your picks: http://robbiesamuels.com/AxelTR25

How do self-directed retirement accounts work? In this episode, ⁠Adam Torres⁠ and ⁠Adam Bergman⁠, Founder of IRA Financial, explore IRA Financial and Adam's journey as an entrepreneur. Follow Adam on Instagram at ⁠https://www.instagram.com/askadamtorres/⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠https://missionmatters.lpages.co/podcastguest/⁠ Visit our website: ⁠https://missionmatters.com/⁠ More FREE content from Mission Matters here: ⁠https://linktr.ee/missionmattersmedia⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Institutions are here—and they're just getting started. In today's episode we're joined by Michael Steinberg (founder of Reciprocal Ventures and early Solana backer) to break down the future of crypto beyond Bitcoin. We dig into why tokenization could be the $22 trillion unlock that transforms finance, how real-world assets are quietly moving on-chain, and why now is the time to build conviction before the next wave of adoption.

On this episode of the Jake and Gino podcast, we're joined by the legendary M.C. Laubscher – founder of Producers Wealth and host of the globally renowned Cashflow Ninja podcast. With over 1,000 episodes under his belt and financial strategies that have reached over seven million people, M.C. is redefining how entrepreneurs think about money, family, and long-term wealth.In this conversation, M.C. breaks down:- Why alternative assets like real estate and gold aren't really "alternative" at all - The five foundational pillars of a family office (yes, even if you're not a Rockefeller!) - How to think generationally about wealth with tools like family banks, legacy assets, and masterminds - Why most people are still making Wall Street-level mistakes in the private investment world - How to get started building your own family financial blueprint—even without millions in the bank If you're ready to ditch the noise, gain control of your capital, and build a legacy that lasts, this is a must-watch (or must-listen). Plus, we have some fun talking NFTs, meme coins, and how Jake still gets FOMO over Trump Coin.Get M.C.'s book Get Wealthy For Sure: https://getwealthyforsure.com—Chapters: 00:00 - Introduction  01:39 - M.C.'s Backstory  05:04 - What Went Wrong After 2008 and How People Repeated Mistakes  06:06 - What is "Alternative Investing" and Why It's Misbranded  09:35 - How the Market Changed After 2022: Interest Rates & Risk  12:58 - Demystifying the Family Office: Mindset Over Millions  28:49 - Meme Coins, NFTs, and Investing for 100 Years  32:00 - Teaching Kids Financial Literacy Through Play and Mentorship  36:01 - Where M.C. is Investing in 2025: Data Centers, Warehouses, Oil  42:22 - Multifamily Strategy in the Current Market Cycle  46:50 - Gino Wraps it Up  We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

In this episode of the Money Meets Medicine podcast, Dr. Jimmy Turner explores Bitcoin and its implications for the financial world with Dr. Noah Kaufman, an emergency medicine physician, rock climber, and former American Ninja Warrior competitor. Dr. Kaufman shares his journey into Bitcoin investment, explaining the concept of deflation, the intrinsic value of Bitcoin, and its potential societal impacts. They discuss the adoption of Bitcoin, its comparability to gold, and its unhackable nature. Dr. Kaufman stresses the importance of understanding Bitcoin as an invention rather than a speculative investment. They also touch on the potential future impacts of Bitcoin on the financial system and individual wealth. The episode encourages physicians and listeners to explore Bitcoin deeper and consider its role in their financial strategies.Check out Sound HSA --> https://SoundHSA.com  Every doctor needs own-occupation disability insurance.  To get it from a source you can trust? Visit https://moneymeetsmedicine.com/disability Want a free copy of The Physician Philosopher's Guide to Personal Finance?  Visit https://moneymeetsmedicine.com/freebook

Join Jake and Gino as they dive deep into the Pantheon Holistic Wealth Strategy with special guest Dave Wolcott—Marine Corps veteran, wealth architect, and founder of Pantheon Investments. This episode explores the mindset of the ultra-wealthy, tax-advantaged investing, infinite banking, virtual family offices, and the power of building legacy wealth intentionally. If you're tired of chasing dollars and want to learn how to truly multiply your time, capital, and impact—this episode is your blueprint.Grab Dave's book for FREE: https://www.holisticwealthstrategy.com Chapters:00:00 - Introduction  01:20 - What Defines the Ultra Wealthy  06:19 - Dave's Origin Story: From Marines to Multiplying Wealth  09:55 - Traditional Financial Planning vs. Strategic Wealth Building  15:52 - Taxes as an Opportunity, Not a Burden  29:28 - The Private Markets vs. Blue-Chip Stocks  38:29 - Refi and Roll: Jake & Gino's Real-Life Experience  48:07 - Gino Wraps it Up We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

What if the next big opportunity in real estate has nothing to do with buildings—and everything to do with grapes? In this episode, Angel sits down with Mason Moreland, founder of Texas Vine Country, to explore an unconventional path in real estate investing: vineyard syndication. Mason shares how he moved from a background in biology and environmental consulting into building and managing wine grape vineyards in West Texas. The conversation highlights how investors can spot disruptive trends, diversify their portfolios outside of traditional multifamily real estate, and capitalize on agricultural niches most people overlook. With humor, insight, and real data, Mason makes a compelling case for why vineyards might be the next frontier for strategic investors.   [00:01 - 04:15] From Lizards to Land Deals Mason shares his career journey from herpetology to real estate Emphasizes the value of having a diverse background Sets the stage for his pivot into vineyard investing   [04:16 - 08:40] The Vineyard Investment Blueprint Introduction to Texas Vine Country (TVC) and its partnership structure Explains the process of building vineyards from scratch Breaks down how syndication works in this agricultural model   [08:41 - 12:00] Why Disruption Matters Mason explains how to identify industries ripe for disruption Compares the current state of Texas vineyards to early-stage tech markets Talks about how disruption creates opportunity for investors   [12:01 - 16:25] The Grape Math Financial breakdown of vineyard operations How much land, water, and capital are needed Timeline from planting to profitability   [16:26 - 21:55] Lessons From the Dirt Real-world experiences and challenges from running vineyard projects Importance of resilience and adapting in unfamiliar territory Final thoughts on building legacy wealth through land-based investments     Connect with Mason:   LinkedIn: https://www.linkedin.com/in/mason-moreland/     Key Quotes:   “I'm not a vineyard expert—I just know how to build the right team around a hard problem.” - Mason Moreland   “Disruption isn't just about tech. Sometimes, it's a dirt field no one's paid attention to in decades.” - Mason Moreland     Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!   LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.   Are you confused about where to start? Join our community and learn more about real estate investing. 

When investors think of diversifying their portfolios, the immediate thought often veers towards stocks and bonds. However, as markets evolve and become increasingly volatile, alternative investment strategies are gaining traction among savvy investors. The podcast episode featuring Thomas McPherson, led by Jay Conner, provides valuable insights into how real estate and private lending can serve as powerful tools for financial growth and stability.The Value of Private MoneyOne of the key themes discussed in the episode is the role of private money in real estate investments. Unlike institutional financing, which can be laden with complex processes and stringent requirements, private money offers flexibility and a more personal touch. Tomas McPherson emphasizes the advantages of using private funds, which often result in uncorrelated returns compared to traditional stock investments. This aspect of diversification is crucial, especially in uncertain economic times.Lukrom I Fund: A Case StudyTomas McPherson outlines the workings of the Lukrom I Fund, a private money loan fund dedicated to real estate investors. The fund is heralded for its conservative approach, aiming for consistent and reliable monthly income. With a Loan-to-Value (LTV) ratio of 52%, the fund provides a layer of safety for investors, safeguarding their interests unless the market experiences severe declines exceeding 65%.Investors in the Lukrom I Fund can expect returns between 7% to 10%, which, while modest, are stable and less prone to market fluctuations. The fund's "first loss commitment," where owners absorb losses up to $5 million, further underscores the alignment of interests between fund managers and investors.Expanding Horizons: Aggressive Lending and Opportunity ZonesBeyond the Lukrom I Fund, Thomas McPherson introduces the concept of more aggressive investment vehicles, such as the soon-to-launch Lukrom Mending Fund. These funds offer higher pay rates but also carry increased risk, suitable for investors with an appetite for bolder endeavors.Moreover, opportunity zone projects are highlighted as significant undertakings for long-term wealth accumulation. Thomas McPherson's involvement in over $100 million worth of these projects showcases the potential of strategic real estate investments. Opportunity zones provide tax benefits and encourage investments in economically distressed communities, aligning financial gain with community development.Building Trust and ConfidenceAnother intriguing discussion in the episode revolves around the psychological aspects of investing. Thomas McPherson recounts his challenging trek—a metaphor for the investment journey—emphasizing the importance of self-belief and validation from supportive networks. His advice of "gathering positive affirmation" and engaging in personal interactions rather than relying solely on digital tools resonates deeply in a world brimming with virtual connections.Educating Investors: A Shared GoalJay Conner's approach to attracting private lenders through education, rather than solicitation, was another focal point. By teaching prospects about private lending and the nuances of self-directed IRAs, investors are empowered with knowledge that shapes their financial journeys.Both Thomas McPherson and Jay Conner stress the importance of relationships based on trust. Personal connections, whether established through investor dinners, unique networking strategies, or shared interests, form the backbone of successful investing. This emphasis on relationship-building is integral to sustaining long-term partnerships.Conclusion: Embrace the New Era of InvestingThe insights shared by Thomas McPherson and Jay Conner are not just about embracing alternative investments but also about reshaping how we think of risk, trust, and community involvement in our

WAM Alternative Assets FY2025 Interim Result Webinar by Wilson Asset Management

On this special edition of The Takeaway, we're joined by Portfolio Manager and FS Investments Head of Global Credit Andrew Beckman. We go in depth on what differentiates his approach to credit, how his team sources opportunities and his insights into credit markets today.Andrew sits down with Chief Market Strategist Troy A. Gayeski, CFA who addresses how allocators are responding to credit's key trends. Senior Content Strategist Harrison Beck leads the conversation. Link to Andrew Beckman's bio:  https://fsinvestments.com/fs-people/andrew-beckman/Have a question for our experts? Text us for a chance to have your questions answered on the next episode.To watch the video version, go to https://www.youtube.com/@FSInvestments For more research insights go to FSInvestments.com https://bit.ly/m/fsinvestments

Meet real estate capital allocator Nick Stromwall, founder of Oak and Vine Capital, in this week's edition of my podcast/YouTube show, The Allocator: A New Way to Finance.   The Role of a Capital Allocator   As an allocator, and unlike sponsors who source deals, sign on debt, and execute business plans, Nick works with sponsors to raise capital for their deals. He pools funds from his own investor network to secure larger-than-minimum investment thresholds, in return for which he negotiates preferential terms.   Insights and Lessons from the Field   Nick shares the details of his process, providing insights you won't hear elsewhere: • He discusses his typical average raise and the terms he negotiates with sponsors. • He explains how he gets compensated, how he shares preferential terms with his investors, and the additional fees he collects from them. • Nick outlines his due diligence process, evaluating sponsor track records, ethics, and community impact.   Part of Nick's unique value proposition in an increasingly crowded field of capital allocators is his focus on more than just financial returns (though those are, of course, important). He emphasizes creating lasting community impact.   Challenges & Myths   Nick also talks about how he uses AI and automation to remain compliant with securities laws. He candidly shares the challenges he has faced in recent years as the market has shifted and discusses the lessons you can also learn from.   Additionally, Nick addresses common myths associated with the capital allocator business - insights that every aspiring allocator should hear.   ***   Whether you're an investor, sponsor, or simply curious about the growing capital allocator industry, this episode unpacks the details and nuances behind the model. ***   Explore the world of real estate capital allocators—a fresh approach to financing that's reshaping the industry.   In this series, I talk with allocators, investors, sponsors, and service providers to give you an inside look at this fast-growing space.   PLUS, subscribe to my free newsletter for real estate investors and gain access to: * Introductions to sponsors, allocators, and investment opportunities. * Insights drawn from my 30+ years of experience in real estate investing. * Hacks and tactics for raising capital to help you scale your real estate portfolio.   Visit GowerCrowd.com/subscribe

Watch the video version on YouTube.  In this episode of Alternative Realities, we delve into the evolving landscape of alternative investments and their growing role in institutional portfolios. As the world of alternative investing becomes more accessible, we'll explore how institutions have historically leveraged these assets for diversification and enhanced returns. Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, is joined by Kathryn Pasqualone, Client Advisor within our North America Institutional business, to discuss key themes such as vintage year diversification, liquidity considerations, and the importance of strategic and tactical asset allocation.   Resources: For more resources on Alternatives, visit our Guide to Alternatives, Principles of Alternatives Investing, and Alternatives 2025 Outlook Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

In this episode of the Directed IRA Podcast, Mat Sorensen and Mark J. Kohler continue their deep dive into self-directed IRAs, focusing on the rules you need to follow. This is part two of their ten-part series, where they discuss what you can and cannot invest in using your IRA.They explain prohibited transactions, disqualified persons, and how the tax code impacts your investment decisions. The episode also clarifies common myths, such as the idea that self-directed IRAs are overly complex or risky.Whether you're a seasoned investor or just getting started, this episode will help you navigate the boundaries of self-directed IRA investing confidently.Learn how to take control of your retirement - https://directedira.com/Self-directed IRA Podcast - https://matsorensen.com/podcast/Shop my products - https://shop.matsorensen.com/ Blog & Articles - https://matsorensen.com/blog/Ask Mat: https://matsorensen.com/ask-matConnect with Mat online:Instagram: https://www.instagram.com/matsorensen/Facebook: https://www.facebook.com/mat.sorensen.1LinkedIn: https://www.linkedin.com/in/matsorensen/TikTok: https://www.tiktok.com/@sorensenmat YouTube: https://www.youtube.com/@MatSorensenWebsites:https://directedira.comhttps://matsorensen.comhttps://kkoslawyers.comhttps://mainstreetbusiness.com...

In this episode, Jonny Matthews joins the show to discuss Fed policy and its impact on yields, US productivity, and resilience in the labor market. We also delve into the Trump Administration's potential impact on markets, the outlook for US equities, and much more. Enjoy! __ Follow Jonny Matthews: https://x.com/super_macro Super Macro: https://super-macro.com/ Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.co/G7Ljv4x5Dp — Join us at Digital Asset Summit 2025 March 18th - 20th. Use code FG10 for 10% off general admission! https://blockworks.co/event/digital-asset-summit-2025-new-york — SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 46 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork GlobalStake delivers institutional-grade staking with self-owned, SOC2-certified bare-metal infrastructure, carbon-negative operations, and comprehensive security. Enjoy competitive pricing, decentralized operations, and slashing insurance backed by top-rated carriers. Learn more at globalstake.io — Timestamps: (00:00) Introduction (01:11) No Recession Call (04:04) Fed Meeting (06:43) Fed Policy & Era Of Higher Rates (10:27) US Vs Global Productivity (14:27) Global Growth Outlook (17:12) Inflation Overview (22:35) Income & Consumption Disparities (25:36) Impact Of Fed Policy (29:20) Ads (30:33) Labor Market Overview (35:42) Trump's Potential Immigration Policy (38:12) Fading DOGE, Deregulation, & Tariffs (40:25) SOFR, Term Premium, & Central Bank Policy (47:42) Risk Assets & US Equities (50:52) Fed Gilt Crisis Moment? (52:33) Alternative Assets (55:05) Euro & US Dollar (57:10) Learn More About Jonny's Work __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

The decision over the potential $15 billion takeover by Japan's Nippon Steel has been referred to the President over National Security concerns. Joe Biden has 15 days to decide if the deal can go through.Also, American Airlines grounds all US flights after a technical issue. Plus James Wickham reflects on some of the biggest business and economics stories of the past year with Susan Schmidt, portfolio manager at Exchange Capital Resources in Chicago, and Bill Blain, Strategist and Head of Alternative Assets, Shard Capital, who's on England's south coast.

Join Nick Lamagna on The A Game Podcast with our guest Jerremy Alexander Newsome who is an investor of many asset classes, recognized as an authority on the stock market and has made big money investing in liquor as well.  He is a Coach, CEO and athlete who has been featured on CNBC, Forbes and many big publications who went from waiting tables to shifting his perspective from pursuing happiness to actually being happy. He made a choice to be a master of his time and through trading stocks and investing in alternative assets like Bourbon, he created the life he always envisioned. Jerremy makes a constant effort to do hard things to achieve an easier life whether the challenge is a cold plunge, an iron man or running a marathon, he commits to success in everything he does and is now committed to helping clients just like you understand and demystify their finances, health, lifestyle and get their time back!  He shares his knowledge through his best selling books, his podcast "Broke to Woke" and is the CEO of Real LIfe Trading Academy and its education platform.  Topics for this episode include: ✅ Three ways everyone can make money in stocks  ✅ How stocks can be exactly like real estate investing  ✅ How to limit your risk of losing money in the stock market ✅ The danger of being TOO optimistic ✅  Opportunities to make millions investing in liquor + More See the show notes to connect with all things Jerremy! Connect with Jerremy : Jerremy Newsome on Instagram Jerremy Newsome on Facebook Jerremy Newsome on Twitter Jerremy Newsome on LinkedIn Jerremy Newsome on Youtube Jerremy Newsome on Threads   Connect with Real Life Trading : reallifetrading.com Real Life Trading on Facebook Real Life Trading on Youtube Real Life Trading on Instagram Real Life Trading on Twitter Real Life Trading on TikTok   Connect with the Broke To Woke Podcast: The Broke To Woke Podcast --- Connect with Nick Lamagna www.nicknicknick.com Text Nick (516)540-5733 Connect on ALL Social Media and Podcast Platforms Here FREE Checklist on how to bring more value to your buyers

Today Patrick Grimes joins us to talk about diversifying, balanced allocation strategies, and his journey in investing.---Continue the conversation with Brian on LinkedInJoin our multifamily investing community for in-depth courses and live networking with like-minded apartment investors at the Tribe of TitanThis episode originally aired on December 13, 2024----Watch the episode on YouTube: https://www.youtube.com/channel/UCcsYmSLMxQCA9hgt_PciN3g?sub_confirmation=1 Listen to us on your favorite podcast app:Apple Podcasts: https://tinyurl.com/AppleDiaryPodcast Spotify: https://tinyurl.com/SpotDiaryPodcast Google Podcasts: https://tinyurl.com/GoogleDiaryPodcast Follow us on:Instagram: https://www.instagram.com/diary_of_an_apartment_investor Facebook: https://www.facebook.com/DiaryAptInv/ Twitter: https://twitter.com/Diary_Apt_Inv ----Your host, Brian Briscoe, has owned over twenty apartment complexes worth hundreds of millions of dollars and is dedicated to helping aspiring apartment investors learn how to do the same. He founded the Tribe of Titans as his platform to educate aspiring apartment investors and is continually creating new content for the subscribers and coaching clients.He is the founder of Streamline Capital based in Salt Lake City, Utah, and is probably working on closing another apartment complex in the greater SLC area. He retired as a Lieutenant Colonel in the United States Marine Corps in 2021 after 20 years of service.Connect with him on LinkedIn----Patrick GrimesSince 2007, Patrick has been actively involved in alternative investments, including acquiring nearly 5,000 multifamily apartment units, as a commercial debt lender, oil and gas investor, and creating diversified litigation portfolios. As an international bestselling author, Patrick co-authored Amazon's #1 best-seller "Persistence, Pivots, and Game Changers," and “Persuasive Leadership,” a Barnes & Noble #1 Best-Seller, Patrick is also a member of the Forbes Business Council, contributing articles on alternative investments. The Diversified Litigation Portfolio offers investors excellent returns from late-stage legal disputes that are non-correlated to stocks, real estate, energy, or other traditional investments. The team has over a decade of experience managing over $500 million in litigation investments by institutions, hedge funds, and sovereign funds and boasts the recovery of over $24 billion during the Great Financial Crisis. The Diversified Litigation Portfolio provides the resources to level the playing field for the everyday people fighting against institutions that chose not to disclose the dangers of their products affecting groups such as soldiers who drank contaminated water at Camp Lejeune, farmers who developed cancer from exposure to RoundUp, etcLearn more about him at: https://passiveinvestingmastery.com/ 

Steve Houston explains why financial advisors are embracing alternative investments, such as private lending. He says we are in the early stages of a “supertrend” as advisors shift their portfolios to include private assets. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Slava was co-founder and CEO at indiegogo in addition to being co-founder at Vincent, co-founder at Nillion and co-founder and Managing Partner of Humbition, an early stage venture fund. He is currently a member of the board for NYSE traded (WSO) Watsco Inc.

#199: Sharing my top 10 takeaways from a retreat for high-net-worth individuals hosted by Long Angle. Today, Tad Fallows and I discuss how money shapes our decisions—impacting everything from your mindset and family choices to overall happiness. We dive into the power of resilience over perfection, the importance of staying flexible in uncertain times, practical insights for raising financially responsible kids, and more. Tad Fallows is the co-founder of Long Angle, a community for high net worth and ultra-high net worth investors. He previously co-founded iLab Solutions, a global leader in cloud-based lab management software, which was acquired by Agilent Technologies. Link to Full Show Notes: https://chrishutchins.com/10-money-lessons-happiness-family-purpose Partner Deals Gelt: Skip the waitlist on personalized tax guidance to maximize your wealth Maui Nui: 20% off the most nutrient-dense red meat with code ALLTHEHACKS Shopify: $1/month trial for the easiest e-commerce platform Notion: Try Notion AI free to automate tedious tasks and streamline your work DeleteMe: 20% off removing your personal info from the web For all the deals, discounts and promo codes from our partners, go to: chrishutchins.com/deals Resources Mentioned Tad Fallows: LinkedIn Long Angle: Join a free private community for high net worth investors Happy Money: The Science of Happier Spending ATH Podcast Episodes: #6: The Psychology of Money with Morgan Housel #49: Finding Happiness, Success and Deep Purpose with Arthur Brooks #87: How High Net Worth Individuals Invest and a Deep Dive on Alternative Assets with Tad Fallows #91: Die With Zero: Net Fulfillment Over Net Worth with Bill Perkins #170: Cash Back vs. Points: Are We Doing It All Wrong? #187: 42 Travel Planning Tips & Tricks from Travel Pro Leigh Rowan AMA with Chris and Amy: Submit Questions Full Show Notes (00:00) Introduction (02:48) Wealth Can Amplify the Good or Bad (05:56) There Is No One Right Way to Invest (09:39) Understanding Trade-Offs Can Unlock Hidden Opportunities (12:16) How One-Third of the Economy Operates Outside Public Markets (15:32) Building Resilience Is More Valuable Than Chasing Perfection (21:24) With the Future Being Uncertain, Flexibility Becomes Key (24:01) Estate Planning: Why You Should Have Flexibility Over Court Decisions (27:14) Everyone Can Benefit from Seeking Advice (30:26) Recognize That You're Not at the End of History (33:07) The Key to Happiness: Finding Purpose Beyond Accumulating Wealth (39:19) Two Curves of Happiness (40:26) There's No Perfect Answer When It Comes to Money and Kids (42:32) Should You Be Transparent About Finances with Your Kids? (48:18) Why It's Important to Have a Minimum Wage Job (49:47) Optimizing Isn't a Binary Game (52:31) How Chris Optimizes Points & Miles (55:58) Ways to Optimize Your Travel Experiences (58:51) All Decisions Are Personal, So There Isn't a Universal Right Answer Connect with Chris Newsletter | Membership | Twitter | Instagram | LinkedIn Editor's Note: The content on this page is accurate as of the posting date; however, some of our partner offers may have expired. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, hotel, airline, or other entity. This content has not been reviewed, approved or otherwise endorsed by any of the entities included within the post.

A lot of people consider real estate investing to be an alternative form of investment. To traditional stock/bond/mutual fund investors, real estate can seem quite risky and exotic. But once you enter that space and learn to mitigate those risks and find the profit potential, a whole new world of alternative investments will present themselves. I'm talking about alternative investments such as notes, ATM funds, mobile home parks, life insurance policies, tech start-ups, industrial properties, short-term rentals, and LIHTC affordable housing communities. Denis Shapiro is the author of “The Alternative Investment Almanac – Expert Insights on Building Personal Wealth in Non-Traditional Ways”, and he's here today to share his insights from some of the most successful alternative asset investors in the business today. Find out more: https://sihcapitalgroup.com Today's episode is brought to you by Green Property Management, managing everything from single family homes to apartment complexes in the West Michigan area. https://www.livegreenlocal.com And RCB & Associates, helping Michigan-based real estate investors and small business owners navigate the complex world of health insurance and Medicare benefits. https://www.rcbassociatesllc.com  Attention real estate investors! Save the date for the Midwest Real Estate Investor Conference, happening April 24-25, 2025, in Grand Rapids, Michigan. This event is the perfect place to connect with fellow investors, gain valuable insights, and elevate your real estate game. With a lineup of expert speakers and numerous networking opportunities, you won't want to miss it. https://www.midwestreiconference.com

Get my new book: https://bronsonequity.com/fireyourself Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation Welcome to our latest episode! Today, we're thrilled to feature Sarah Sullivan, a second-generation real estate investor and founder of SuGo Capital. With an impressive track record of over $810MM in assets and a strong passion for teaching financial education, Sarah has helped over 25,000 investors advance their wealth-building journey. SuGo Capital offers diverse investment opportunities, from real estate to oil and gas, to help investors achieve financial freedom. In this episode, Sarah delves into why she loves alternative assets, sharing how she pivoted from multifamily real estate into diverse investment opportunities, including oil and gas. She discusses how her background in data analytics and cybersecurity helps her spot great opportunities and emphasizes the importance of being flexible and adaptable in a changing market. Sarah also offers valuable insights into the world of private investments, explaining her rigorous vetting process for partners and operators. Tune in now to learn Sarah's practical strategies for diversifying your portfolio, reducing taxes, and finding the right investment opportunities to meet your financial goals! TIMESTAMPS 01:30 - Guest intro: Sarah Sullivan 02:46 - How Sarah started with multifamily and pivoted to alternative investments 04:41 - Diversifying investment portfolios for tax benefits and cash flow 06:36 - Introduction to oil and gas investments and their benefits 09:25 - Risks and tax advantages in oil and gas investing 11:39 - Sarah's rigorous vetting process for operators and due diligence 14:55 - Sarah's thoughts on multifamily in the current market 16:56 - How SuGo Capital secures good debt deals in real estate 19:10 - Travel, lifestyle freedom, and family life as a financial goal 22:55 - Setting goals and creating a strategy for financial independence 27:37 - Advice for investors new to alternative assets 30:19 - How to connect with Sarah Sullivan and learn more about SuGo Capital Connect with the Guest: Sarah Sullivan Website: https://sugocapital.com/ Linkedin: https://www.linkedin.com/in/sarah-sullivan-sugocapital/ Instagram: https://www.instagram.com/sugo_capital_sarahsullivan/?hl=en #AlternativeAssets #OilAndGasInvesting #FinancialFreedom

Join Nick Lamagna on The A Game Podcast with our guest Dane Bollwinkel.  Dane is an entrepreneur, real estate investor and Crypto expert who started out with aspirations to climb the corporate ladder in the tech industry and ended up struggling to find a position after grad school and decided to bet on himself turning his focus to Real Estate investing After failing over and over getting down to his last dollars he listened to his gut and didn't quit and closed a life changing deal making him more money in one transaction than he made his best year in tech and never looked back. After making millions and acquiring a portfolio of up to 25 doors he has pivoted into Crypto!  He is now helping friends, family and business professionals create passive income and grow wealth with certainty and less risk through cash flowing crypto portfolios.  Topics for this episode include: ✅ How can you make passive income through cryptocurrency? ✅ What is a simple explanation of the blockchain? ✅ Can you use crypto to pay your monthly expenses? ✅ What to look for in a good business partner ✅ Two alternative ways to make money in cryptocurrency + More See the show notes to connect with all things Dane! Connect with Dane: Dane Bollwinkel in YouTube Dane Bollwinkel in Facebook Dane Bollwinkel in Instagram Dane Bollwinkel in LinkedIn Dane Bollwinkel in Twitter Dane Bollwinkel in Tiktok   --- Connect with Nick Lamagna www.nicknicknick.com Text Nick (516)540-5733 Connect on ALL Social Media and Podcast Platforms Here FREE Checklist on how to bring more value to your buyers

Peter Armitage of Anchor Capital sheds some light on the pros and cons of venturing into assets other than typical ‘vanilla' equities and bonds.

#191: Grow your wealth and build a resilient portfolio by making smarter decisions with these 11 investing lessons. Financial advisor Ben Carlson and I share actionable insights on managing risk, overcoming psychological barriers in investing, and the power of simplicity and diversification to ensure long-term, fulfilling financial success. Ben Carlson is the Director of Institutional Asset Management at Ritholtz Wealth Management and the author of four books on investing and personal finance. He runs the popular blog A Wealth of Common Sense, where he shares insights on financial markets and investing strategies. Ben also co-hosts Animal Spirits, one of my favorite podcasts. Link to Full Show Notes: https://chrishutchins.com/ben-carlson-money-lessons Resources Mentioned Ben Carlson: Website | Animal Spirits Podcast | X 20 Lessons From 20 Years of Managing Money My All-Time High in Savings You Probably Need Less Money Than You Think For Retirement Wealthfront Risk Parity Fund | What is Risk Parity? JP Morgan: S&P 500 Market Concentration Chart Fractional Vacation Homes: Pacaso Paula Pant's Podcast: Afford Anything Safe Withdrawals: Free DIY Withdrawal Rate Toolbox | Safe Withdrawal Rate Series Study: Spending Habits of Retirees ATH Podcast Ep #41: Beating Inflation, Alternative Assets, and Simplifying Your Finances with Ben Carlson Ep #59: Save Money, Build Wealth and Just Keep Buying with Nick Maggiulli Ep #91: Die With Zero: Net Fulfillment Over Net Worth with Bill Perkins Ep #117: Navigating a High Rate Market: Buying a Home, Preparing for a Recession and Where to Put Cash with Ben Carlson Ep #168: Building an Investment Portfolio to Grow and Protect Your Wealth with Chris Doyl Ep #180: Stocks vs. Real Estate: What's the Best Investment to Build Wealth? Ep #186: 25 Money Rules (and When to Break Them) with Brian Feroldi Ep #189: Beyond the 4% Rule: Smarter Strategies for Financial Independence with Karsten Jeske Join our Newsletter Follow & Review on Apple Podcasts Email us for questions, tips, deals and feedback Full Show Notes (00:00) Introduction (02:30) Experience in Investing Is Not the Same as Expertise (03:24) Intelligence Doesn't Guarantee Investment Success (05:42) No One Lives Life in the Long Term (07:32) Experiences Shape Your Perception of Risk (10:12) The Biggest Risks Are Always the Same yet Different (13:29) Optimism Should Be Your Default (20:03) There Is No Such Thing as a Perfect Portfolio (22:31) Overthinking Can Be Just as Debilitating as Not Thinking at All (24:30) How to Think About a Simple Portfolio with International Exposure (26:17) Less Is More (30:17) Ways to Reduce Overthinking (32:02) Tax Loss Harvesting vs. Direct Indexing (39:02) Why Ben Wrote a Post on 20 Money Lessons (40:11) Lesson #10: There Is a Big Difference Between Rich and Wealthy (43:37) The Reason Ben and Chris Invested in Holiday Homes (48:27) What's a Reasonable Amount to Save? (51:29) You Probably Need Less Money Than You Think for Retirement (56:47) The Final Biggest Takeaway Connect with Chris Newsletter | Membership | Twitter | Instagram | LinkedIn Editor's Note: The content on this page is accurate as of the posting date; however, some of our partner offers may have expired. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, hotel, airline, or other entity. This content has not been reviewed, approved or otherwise endorsed by any of the entities included within the post.

What if the world's largest investment firms aren't giving you the full picture? Join us for an exclusive conversation with Mike Green, Chief Strategist and Portfolio Manager at Simplify Asset Management, as we traverse the fascinating landscape of ETF innovation and competition. Mike shares his extensive industry knowledge and Simplify's unique approach to crafting standout strategies amidst the dominance of passive giants like Vanguard and BlackRock. Learn how recent regulatory changes, such as the 2019 ETF rule and the derivative rule, have paved the way for sophisticated investment products, and why the allure of active management is on the rise.Discover the profound effects of passive investing on the economy as we explore how continuous inflows into index funds might inflate market valuations and create potential risks, especially as baby boomers retire. Mike delves into whether small caps and non-market cap-weighted indices could offer a more accurate economic snapshot. Plus, we discuss the current state of the IPO market and the spectacular rise and fall of SPACs, providing you with invaluable insights into the market's future trajectory.In our conversation, we also tackle the complexities of debt, deficits, and modern fiat systems, emphasizing the importance of strategic borrowing and spending. Mike offers a deep dive into global GDP dynamics, with a particular focus on China and trade tensions. We also explore the roles of gold and Bitcoin as alternative assets, the mechanics of dispersion trading, and the current market environment. Finally, celebrate our podcast's growth with us, and stay tuned for upcoming sessions with more industry leaders. Thank you for your continued support and for being part of our vibrant audience!The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investmentGet a two-week free trial and a limited-time 20% discount on the first payment through alphaprogression.com/leadlag.Developed by competitive bodybuilders, this science-based tool has gained recognition as Apple's App of the Day twice and dominates the German fitness market. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

Alternative assets will set you free. Cheers to freedom. Full Episode | EP 41 | How to Achieve Financial Freedom by Becoming an Empowered Investor with Mo Bina CONNECT | SETH BRADLEY: Get Started | Download The Freedom Blueprint: http://www.attorneybydesign.com Subscribe and Leave a Rating and Review: Apple: https://podcasts.apple.com/us/podcast/the-passive-income-attorney-podcast/id1543049208 Spotify: https://open.spotify.com/show/5a0Qp9G2x337nZCDWoVgoO?si=MKn01_t8Tfu0JBZCnagrCw Join EPIC | The Esquire Passive Investor Club: https://passiveincomeattorney.com/join-the-passive-income/ Join | The Passive Income Attorneys Facebook Group: https://www.facebook.com/groups/passiveincomeattorneys Follow Us: Website:  https://passiveincomeattorney.com/ LinkedIn: https://www.linkedin.com/in/sethpaulbradley/ Facebook: https://www.facebook.com/passiveincomeattorney Instagram: https://www.instagram.com/passiveincomeattorney/2

Have you ever wondered how your relationship with money can impact your ability to invest in the causes and companies you believe in? In this thought-provoking episode of The Angel Next Door Podcast, host Marcia Dawood explores the intersection of personal finance, values, and entrepreneurship with guest Sarah Charles, a veteran of the financial services industry.Sarah Charles brings nearly 25 years of experience to the conversation, having worked with high net worth individuals and families in traditional wealth management before starting her own advice-only planning firm, Sanctuary Financial Planning. Her unique approach to financial advice focuses on transparency, accessibility, and aligning resources with personal values.Throughout the episode, Marcia and Sarah discuss the importance of having a financial plan that not only accounts for personal goals and risk tolerance but also allows for purposeful investing in line with one's values. They discuss the potential for angel investing to generate both financial returns and emotional fulfillment by supporting causes, founders, and world-changing ideas that resonate with the investor. This episode is a must-listen for anyone interested in exploring how to navigate the world of investing while staying true to their values and making a positive impact on the entrepreneurial landscape. To get the latest from Sarah Charles, you can follow her below!LinkedIn - https://www.linkedin.com/in/sarah-k-charles/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Description:  Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your own lifestyle and economy. Paul interviews the president and founder of Swan Capital, a wealth management firm, Andrew McNair. Andrew shares his background and how he got into finance and real estate investing. He discusses the importance of diversification and the lessons he learned from losing a significant amount of money in the stock market.  Andrew also talks about creating Swan Capital and the Cignet Fund, which invests in various commercial real estate assets. He emphasizes the need for teamwork and collaboration in scaling real estate investments. In this conversation, Andrew McNair and Andrew discuss the importance of asking the right questions, the value of building a team, and the power of processes in business. They also delve into philanthropy and the impact of giving on personal fulfillment. Andrew shares book recommendations and highlights the significance of self-awareness and emotional intelligence in leadership.   Key Takeaways: Diversification is key in investing, both in terms of asset classes and investment strategies. Learning from past mistakes and experiences is crucial for personal and professional growth. Scaling real estate investments often requires collaboration and the formation of funds or syndications. Having a team of professionals, such as estate planning attorneys and CPAs, can provide comprehensive wealth management services. Investing in alternative assets, such as commercial real estate, can offer additional opportunities for growth and income. The quality of your life is proportionate to the quality of your questions. Building a strong team is crucial for business success. Processes are essential for scalability and success in business. Giving and philanthropy can bring fulfillment and happiness. Self-awareness and emotional intelligence are key attributes of effective leaders.   ► Resources Rich Young & Powerful Media Guide Booklet.pdf Follow Andrew on Facebook: https://www.facebook.com/andrewsmcnair   How can I help you?  Book a 1 on 1 strategy session here  https://bit.ly/4bXI1CQ Looking for your commercial deam partner? Learn more https://shorturl.at/AzEip Opt in to my newsletter  https://shorturl.at/kxMO8 My social media accounts: https://linktr.ee/pauldavidthompson Check out my blog https://pauldavidthompson.com/blog/ Listen to my latest podcast episodes  https://pauldavidthompson.com/podcast-2/ Build your real estate portfolio hassle-free with our Partners at SHARE: https://calendly.com/sfrteam/pdt-share?month=2024-04 Ready to revolutionize your content production? Try Riverside.fm.  https://riverside.getrewardful.com/signup Free guide 'Making Offers Sellers Can't Resist': https://bit.ly/offerguide   About Today's Guest: Andrew McNair is a distinguished industry leader in finance and real estate. As the President & Founder of SWAN Capital, he manages over $300 million in assets. With more than a decade of experience in real estate investing, Andrew has successfully navigated various sectors including multi-family, RV parks, storage, short-term rentals, and industrial properties. He recently exited an 8-figure personal real estate portfolio. Andrew is passionate about sharing his expertise. He serves as an adjunct professor and frequently engages in public speaking. He also hosts a weekly radio show, "What Your Money Would Say," and a podcast called "Rich Young & Powerful."

In this BetterWealth Podcast, I speak with Russ Morgan from Wealth Without Wall Street about why he left the rat race to find alternative ways to save money and build wealth. We discuss the foundational principles of infinite banking, whole life insurance, and discovering your investor DNA.Wealth Without Wallstreet Resources (Investor DNA) - https://wealthwithoutwallstreet.com/betterwealthReady To Set up an And Asset? Talk with our Life Insurance Experts - https://www.betterwealth.com/clickhere-life-insuranceGet FREE Overfunded Whole Life Insurance Education and Resources - https://bttr.ly/vault 0:00 - Intro 3:00 - Why Russ Started Wealth Without Wallstreet 7:09 - Defining Infinite Banking with Whole Life Insurance11:01 - Why Not Use a High-Yield-Savings Account for Infinite Banking? 17:41 - The Mistakes People Make with Infinite Banking & Life Insurance 21:44 - The Importance of Savings (Caleb Draws his Key Framework) 25:37 - Alternative Assets and Knowing Your Investor DNA 41:38 - When Debt is Smart & When it's Stupid 50:39 - Eliminating Taxes______________________________________________ ✉️ Email BetterWealth: https://bttr.ly/infoWEBSITE: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

As the market keeps changing, many investors and people from the investing side of real estate are discovering alternative niches that sustain the undeniable benefits of passive investing. So, in this episode, Alex Kholodenko joins us to share how he's navigating different investment strategies, unlocking opportunities, and minimizing risks for the long-term game. Alex will give us an idea about the alternative assets worth considering in the current economy, downside protection, and the mindset it requires to keep going despite challenges. Key Points & Relevant TopicsWhat Alex did realize that led him to real estate investingThe importance of exploring different investment strategies based on the market situationThe changes in Alex's career as an engineer when he entered the world of entrepreneurshipAlex's perspectives on the current market situation from different asset classesIdentifying opportunities and mitigating risks in today's marketWhat makes alternative assets such as medical offices and ATMs performHow does Alex prepare to capitalize from distressed opportunities in the marketAlex's preferred markets and current focus in real estateHaving the right mindset in handling setbacks in the investing spaceResources & LinksThink and Grow Rich by Napoleon HillApartment Syndication Due Diligence Checklist for Passive InvestorAbout Alex KholodenkoAlex is a Co-Founder of Wealthy Mind Investments and has been actively involved in $2B+ of Commercial Real Estate transactions. He is a Fund Manager, General Partner, Syndicator, and Passive Investor in over 60 investments.  After investing in the stock market for many years and building a large portfolio. He started investing in single-family homes, tax deeds, mortgages, and fix and flips, then quickly realized it was taking too much time, a substantial amount of risk, and not a scalable way to build a diversified portfolio. He had discovered through studying and research the power of passive investing in syndications and never looked back since then. He spent 20+ years in Silicon Valley, working as a Tech Executive for Fortune 500 and startup companies, before leaving corporate America. His fascination with the concept of creating passive income streams to achieve financial freedom turned into a reality, so now he wants to help others do the same. At  Wealthy Mind Investments, Alex oversees Deal Structuring, Due Diligence process, Investor Relations, and Strategic Partnerships. Alex also enjoys investing in early-stage ventures and other alternative niches. He is an avid sports fan, and world traveler as well as into constant and never-ending improvement while continuing Personal Development journey such as Tony Robbins, Bob Proctor, and Joe Dispenza. He volunteers his time to feed the homeless and support cancer research. He lives in the Golden State on the Peninsula with his family and 2 sons. Get in Touch with AlexWebsite: https://www.wealthymindinvestments.com/ Facebook: Alexander KholodenkoLinkedIn: Alexander (Alex) KholodenkoTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Jeremy Kuchenbecker, an active investor and LP in over 27 investments, joins Joe Cornwell on the Best Ever Show. In this episode, Jeremy discusses his path to financial freedom via real estate, including his first deal, scaling his investment portfolio, and avoiding lifestyle creep. Her also discusses investing in alternative assets like car washes, oil and gas, and ATMs and what LPs should look for in investments.   Sponsors: Viking Capital Baselane