Podcasts about alternative assets

Welcome to a new week here on the Retirement Quick Tips podcast! I'm your host, Ashley Micciche. This week on the podcast, we're looking at private equity and cryptocurrencies as investment options in your 401k - is this a big opportunity or a hard pass?  On August 7, 2025, President Trump signed an executive order titled Democratizing Access to Alternative Assets for 401(k) Investors. This order paves the way for allowing 401(k) plans to include alternative investments like cryptocurrency and private investments in 401(k) plans. Which begs the question: Is this a good idea for investors? Alternatives and private investments have a track record of higher fees, illiquidity, and higher risk for investors. Their complexity could create problems and additional risks for investors if 401(k) plan trustees eventually move to add these investments to their plan offerings.  So let's explore this a little more, because you might see these options popping up in your 401ks in the near future, and it's important to think through the potential benefits and risks so you can make the right decision about how to invest your 401k for your retirement.    Next Monday, I'll be back with a new theme - at this point, the Fed will almost certainly lower interest rates when they meet this week, and by the time you're listening to this episode, perhaps they already have. So we'll talk about what that means for inflation, bonds, stocks, mortgage rates, and your retirement next week.    I hope you have a blessed week. My name is Ashley Micciche, this is the Retirement Quick Tips Podcast.

In this episode of the Investor Fuel podcast, host Michelle Kesil interviews Michael Wagman, a capital raising expert and entrepreneur in the real estate sector. Michael shares insights into his journey in multifamily investing, his current projects including a unique motel-to-boutique hotel conversion, and his innovative strategies for raising capital. He discusses the importance of building relationships with investors, navigating challenges in the real estate market, and his experiences traveling while managing capital raising efforts. The conversation also touches on market forecasts and the future of real estate 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   —--------------------

Visit altassetsummit.com to learn how to invest in Alternative Assets.(More links down below.) In this episode of the Directed IRA Podcast, attorneys Mat Sorensen and Mark J. Kohler dive into five creative ways to buy real estate with your self-directed IRA. Beyond the traditional “pay cash” approach, they explore strategies like seller financing, non-recourse bank loans, subject-to deals, wholesaling, private lending, and even the Roth Dream Home Takeover (a little-known method to lock down your future retirement home tax-free).They share real client examples, key compliance rules (like avoiding personal guarantees), and why pairing these strategies with a Roth IRA can supercharge compounding and keep more returns in your pocket. Whether you're a seasoned investor or just discovering the power of self-directing, this episode will open your eyes to opportunities you may not have known existed.Chapters: 00:00 - Introduction to IRA Real Estate Strategies03:16 - Creative Financing Through Self-Directed IRAs06:53 - Wholesaling Properties With Your IRA09:25 - Becoming the Lender With Your IRA13:00 - The Roth Dream Home Takeover18:54 - Partnering Strategies and Tax Liens23:48 - Alt Asset Summit InvitationDirected IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

This week on Not Your Average Insights, JWB Co-Founder Gregg Cohen and host Pablo Gonzalez discuss President Trump's landmark executive order that opens the door for Americans to invest their 401(k) retirement savings in alternative assets like cryptocurrency, private equity, and real estate along with other interesting headlines for real estate investors.We'll explore:- How will this executive order affect the investment real estate market?- What the rise in age of 1st time home buyers means for the housing market- Why professional sports franchises are becoming sophisticated real estate investorsListen NOW!Chapters:00:00 Introduction and Overview00:06 Executive Orders and 401k Investments00:26 Football Season and Stadium Deals01:48 Welcome to the Show02:28 Alternative Assets in 401k Plans03:05 Real Estate vs. Other Investments05:20 Challenges and Opportunities in Real Estate08:00 JWB's Business Model and Fund Structures16:42 Median Age of Home Buyers17:24 Affordability Challenges and Solutions18:45 Investing in Workforce Housing19:19 The Importance of Home Ownership24:49 Encouraging Young People to Invest29:08 Understanding Real Estate Affordability29:34 Teaching Kids About Real Estate30:11 The Importance of Financial Education for Kids30:43 The Role of Relationships and Education in Real Estate31:24 Challenges and Opportunities in Real Estate Investment32:22 Discussing Real Estate with Kids33:36 Community Shares and Foreign Investment34:17 The Economic Impact of Professional Sports Teams35:21 Stadium Deals: Downtown vs. Suburban42:03 Jacksonville's Stadium Renovation and Economic Growth49:14 Addressing Real Estate Taxes and Affordability53:56 Future Topics and Closing RemarksStay connected to us! Join our real estate investor community LIVE: https://jwbrealestatecapital.com/nyai/Schedule a Turnkey strategy call: https://jwbrealestatecapital.com/turnkey/ *Get social with us:*Subscribe to our channel  @notyouraverageinvestor  Subscribe to  @JWBRealEstateCompanies  

WAM Alternative Assets FY2025 Results Webinar by Wilson Asset Management

Visit altassetsummit.com to learn how to invest in Alternative Assets.(More links down below.) You don't need $100K to self-direct your retirement. In this episode, Mat Sorensen and Mark Kohler outline 15+ real-world strategies for investing $25,000 or less using your Roth IRA, Traditional IRA, Solo 401(k), or HSA. From real estate deals and startup investments to crypto mining, mobile homes, equipment leasing, and even cattle, Mat and Mark break down the opportunities that everyday investors are already using to grow their retirement accounts.Whether you're just starting with $5,000 in a Roth IRA or rolling over an old 401(k), this episode reveals how to make smart, creative investments in alternative assets—without needing a six-figure balance. You'll also learn how to structure these deals legally with IRA/LLCs, avoid prohibited transactions, and understand the compliance rules that protect your tax-advantaged account.Chapters: 00:00 - Introduction to Small-Budget Self-Directing02:10 - Cryptocurrency and Crypto Mining Options06:20 - Creative Real Estate and Partnerships10:00 - Mobile Homes and Startup Investments13:45 - Turo, Oil & Gas, and Livestock22:45 - Equipment Leasing and Final Opportunities32:16 - The Power of Roth IRAsDirected IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

Protect your investments with And We Know http://andweknow.com/gold Or call 720-605-3900, Tell them “LT” sent you. ------ AT sea with LT. 2026. Caribbean: https://www.inspirationtravel.com/event/lt-caribbean-cruise-2026 ————————— *Our AWK Website: https://www.andweknow.com/ ➜ AWK Shirts and gifts: https://shop.andweknow.com/ ------- *DONATIONS SITE: https://bit.ly/2Lgdrh5 *Mail your gift to: And We Know 30650 Rancho California Rd STE D406-123 (or D406-126) Temecula, CA 92591 ➜ AWK Shirts and gifts: https://shop.andweknow.com/ ➜ Audio Bible https://www.biblegateway.com/audio/mclean/kjv/1John.3.16 Connect with us in the following ways: + DISCORD Fellows: https://discord.gg/kMt8R2FC4z

For decades, private equity has been the darling of pension funds, university endowments, and sovereign wealth funds, promising high returns and low volatility. Now, President Donald Trump has made it possible for everyday investors to get in on the magic with his executive order, "Democratizing Access to Alternative Assets for 401(k) Investors.” The order relieves regulatory burdens that limit the access of defined contribution plans, like 401(k)s, to alternative assets such as private equity (but also cryptocurrency and real estate). The hope is to give American workers access to greater choice, diversification, and potential growth towards a comfortable retirement.But Trump's order comes just as longstanding questions about private equity's promise of high returns and low risk are coming to the fore. Has the distribution of returns slowed to a trickle? What does data actually say about private equity's performance, and where is the industry headed? There is also a long standing debate whether private equity is good for society, independent of financial returns.Is private equity actually a ponzi scheme that now threatens the retirements of millions of American workers? To make sense of it all, Luigi and Bethany are joined by Dan Rasmussen, an experienced investor and author who began his career in private equity but has emerged as one of the most prescient critics of the industry. Together, the three of them distill what the state of the industry means for the future welfare of investors, workers, and the American economy as a whole.Bonus: Check out ProMarket's recent series on the impact of private equity in the health care industry.

Visit altassetsummit.com to learn how to invest in Alternative Assets.(More links down below.) In this episode of the Directed IRA Podcast, Mark Kohler and Mat Sorensen break down a groundbreaking new executive order from President Donald Trump that could reshape the future of 401(k) investing—by opening the door to alternative assets.For decades, Wall Street and Washington have kept most retirement savers locked into a narrow menu of stocks, bonds, mutual funds, and ETFs. This executive order flips the script, setting a national policy that every American preparing for retirement should have the option to invest in alternatives—just like the wealthiest institutions do.Mat and Mark explain what “alternative assets” really mean in this context, from real estate and crypto to private equity, commodities, and infrastructure investments. They walk through the specific investments cited in the order, why these options have been off-limits for most 401(k) participants, and how this policy could shift the $8 trillion 401(k) industry toward more choice and freedom for everyday investors.They also unpack the political dynamics, regulatory hurdles, and 180-day timeline for the Department of Labor and SEC to develop new guidance—while emphasizing what you can do right now. If you have an IRA or old 401(k), you can already invest in alternatives today using a self-directed account, bypassing the “check-the-box” limitations of traditional plans.Whether you're a corporate employee stuck with cookie-cutter 401(k) options or a self-directed investor ready to take the reins, this episode will help you understand the stakes, the timeline, and the opportunities in this unprecedented policy shift.Chapters:00:08 - Trump's Executive Order on Alternative Assets02:19 - Defining Alternative Assets02:30 - Learn How to Invest in Alternative Assets(https://altassetsummit.com/)02:48 - List of Alternative Assets - From Trump04:19 - How the Executive Order Could Impact You05:20 - Timeline and Political Landscape09:07 - The Power of Self-Directed Investing12:02 - IRAs: Invest in Alternatives Today14:03- Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

Alternative Assets in Retirement Plans: Good or Bad Idea? In this episode of Something More, Chris Boyd is joined by Jeff Perry and Russ Ball to unpack the hidden world of private equity and private credit. Following President Donald Trump signing an executive order that clears a path for alternative assets to be added into 401k's, the trio discuss how these off- exchange assets differ from familiar public stocks and bonds highlighting the trade-off between potentially higher returns and the pitfalls of illiquidity, opaque valuations, and concentrated deal flow. Chris, Jeff and Russ debate the risks of giving everyday retirement savers access to cryptocurrency, and private credit, especially when most investors lack the tools and experience to understand the risks and assess these investments properly. #financialplanning #investing #401K #retirementplanning #privatecredit #cryptocurrency #financialrisk #privateequity #illiquidity Click the link below to register for our upcoming webinar, “Don't leave a digital mess.” https://register.gotowebinar.com/register/6040334700710880088 For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr  

It's not just you — we feel the bad vibes in the job market too. On the show today, we'll unpack how what we're hearing from those on the job hunt compares to what the data shows about a labor market slump. And, President Donald Trump says he wants to allow riskier assets like crypto and private equity investments in retirement accounts. Plus, mocktails make us smile.Here's everything we talked about today:"Democratizing Access to Alternative Assets for 401(K) Investors" from The White House"Should You Include Cryptocurrency in 401(k) Investments?" from AARP"Trump wants your 401(k) to access crypto and private equity. Here's what to know." from CBS News"Would you add crypto to your retirement portfolio?" from Marketplace"How do hiring sites deal with a slowing job market?" from Marketplace"Long-term unemployment is rising as uncertain businesses hold off on hiring" from MarketplaceWe love hearing from you. Leave us a voicemail at 508-U-B-SMART or email makemesmart@marketplace.org.

It's not just you — we feel the bad vibes in the job market too. On the show today, we'll unpack how what we're hearing from those on the job hunt compares to what the data shows about a labor market slump. And, President Donald Trump says he wants to allow riskier assets like crypto and private equity investments in retirement accounts. Plus, mocktails make us smile.Here's everything we talked about today:"Democratizing Access to Alternative Assets for 401(K) Investors" from The White House"Should You Include Cryptocurrency in 401(k) Investments?" from AARP"Trump wants your 401(k) to access crypto and private equity. Here's what to know." from CBS News"Would you add crypto to your retirement portfolio?" from Marketplace"How do hiring sites deal with a slowing job market?" from Marketplace"Long-term unemployment is rising as uncertain businesses hold off on hiring" from MarketplaceWe love hearing from you. Leave us a voicemail at 508-U-B-SMART or email makemesmart@marketplace.org.

Bob Fraser is the co-founder and CEO of Aspen Funds, an investment firm offering alternative investments ranging from private equity, mortgage notes, oil & gas, and industrial. Bob is responsible for financial management, portfolio modeling, as well as systems and processes. Additionally, Bob is the co-host of the Invest Like a Billionaire podcast where he dives into the world of alternative investments and speaks with successful investors. On his show, he also discusses economic trends, including mega trends such as inflation, energy prices and deglobalization. His goal is simple, it's to empower others looking to explore less volatile investment opportunities, improving their portfolio's performance, and enabling them to become more financially secure.   Aspen Funds: aspenfunds.us – for information on Bob's investment firm. Book link: thebillionairebook.org – to preorder Invest Like a Billionaire and access bonus materials.   02:55 – From dot-com success and loss to discovering the control and stability of private alternative investments. 05:00 – Buying distressed debt after the 2008 crash 09:15 – Why oil and gas is a contrarian play today 14:50 – Red flags in oil and gas investing and the importance of institutional-grade operators over speculative drilling. 17:00 – Aspen's focus on private credit and industrial real estate 23:55 – The book Invest Like a Billionaire—how billionaires diversify into private alts, lower risk, and achieve higher returns than traditional portfolios.   Recommended Resources: Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club! If you're a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team.  Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com.  Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast.

In this first episode in a three part series, host Dr. Jimmy Turner discusses why he sold his Cadillac Blackwing and bought Bitcoin. He talks about the use cases of bitcoin he finds most interesting and dives into some of the basics behind why he views it as a worthwhile part of this portfolio. Specifically, Jimmy discusses digital sovereignty, trustless ledgers, decentralized control, and the outsized impact bitcoin can have as a balance to the rest of your portfolio.Need own occupation disability insurance from a source you can trust? Get a quote at https://moneymeetsmedicine.com/disability Or snag a free copy of Jimmy's best-selling book The Physician Philosopher's Guide to Personal Finance at https://moneymeetsmedicine.com/freebook 

Adam Bergman talks about his book “Mastering the Self-Directed IRA.” Adam is the founder of IRA Financial and an expert in self-directed retirement plans. Adam specializes in alternative assets like real estate, crypto, and private equity. Listen for three action items you can use today. Host, Kevin Craine Do you want to be a guest? https://Everyday-MBA.com/guest This episode is supported by the Naveen Jindal School of Management 

Today on the podcast we welcome back Cliff Asness. Cliff is the founder, managing principal, and chief investment officer at AQR Capital Management. Cliff writes often about investing and financial matters on AQR's website and has been a prolific researcher throughout his career, with his contributions appearing in many of the leading scholarly journals, including the Journal of Portfolio Management, Financial Analyst's Journal, the Journal of Finance, and the Journal of Financial Economics. Before co-founding AQR, Cliff was a managing director and director of quantitative research for the asset management division of Goldman Sachs. Cliff Asness, welcome back to The Long View.BackgroundBio@CliffordAsness“Cliff Asness: Value Stocks Still Look Like a Bargain,” The Long View podcast, Morningstar.com, May 31, 2022.Macro Forecast, Market-Timing, and Equities“2035: An Allocator Looks Back Over the Last 10 Years,” by Cliff Asness, aqr.com, Jan. 2, 2025.“(So) What If You Miss the Market's N Best Days?” by Cliff Asness, aqr.com, June 5, 2025.“Why Not 100% Equities,” by Cliff Asness, aqr.com, Feb. 12, 2024.“Exceptional Expectations: US vs. Non-US Equities,” by Antti Ilmanen and Thomas Maloney, aqr.com, Q2 2025.Alternative Assets and Artificial Intelligence“In Praise of High-Volatility Alternatives,” by Cliff Asness, aqr.com, Sept. 4. 2024.“Should Hedge Funds Hedge?: Why Some Alts Should Have a Beta of 1.0,” by Cliff Asness, aqr.com, March 28, 2025.“We Have ‘Surrendered More to the Machines,' Says Quant Fund Titan Cliff Asness,” by Costas Mourselas and Amelia Pollard, ft.com, June 3, 2025.“CIO Perspectives: An Interview With Cliff Asness,” aqr.com, Sept. 1, 2024.OtherWisdomTree“AQR Launches the AQR Fusion Mutual Fund Series,” AQR Funds News, aqr.com, June 25, 2025.Asian Financial Crisis

What does it really take to build integrated wealth, not just for yourself, but for generations to come?In this episode, I sit down with Big Mike to share my journey; from growing up on a Nebraska farm to building a multimillion-dollar empire in real estate, oil & gas, and business. I reveal how I unlocked long-term financial freedom through Integrated Wealth Systems.You'll hear the behind-the-scenes of my journey from Chevron contractor to cash flow game distributor, real estate syndicator, and finally the founder of a 25-year wealth coaching community known as The Big Table. Listen in as I break down how I helps high-income individuals and entrepreneurs reduce taxes, plan their legacy, and invest smarter, with a strong focus on due diligence and family inclusion.Whether you're a business owner, real estate investor, or just someone who wants to keep more of what you make, this episode will expand your thinking on how to build, protect, and pass on wealth.Loral's Takeaways:Loral Langemeier's Background and Early Career (00:00)Transition to Real Estate and Rich Dad, Poor Dad (01:43)Expansion into Real Estate Tours and Millionaire Maker (03:06)Diversification and Business Development (05:58)Integrated Wealth Systems and Legacy Planning (08:48)Investment Strategies and Market Insights (13:29)Advice for Investors and Business Owners (19:26)Resources and Recommendations (27:28)Meet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment. Links and Resources:Ask Loral App: https://apple.co/3eIgGcXLoral on Facebook: https://www.facebook.com/askloral/Loral on YouTube: https://www.youtube.com/user/lorallive/videosLoral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/Money Rules: https://integratedwealthsystems.com/money-rules/Millionaire Maker Store:

Bogleheads favorite Jon Luskin, CFP® drops in for part 2 of his masterclass on embracing simplicity. He specializes in providing hourly advice to do-it-yourself investors and is a long-time advocate of simple, low-cost investing. In this second part he shares with us:   Simple Investor Policy Statement (IPS) All-in-One Funds: target date and balanced/life-strategy funds as "default simple" solutions  Disability, life, and (if appropriate) long-term care insurance    This is the second part of a 2 part episode. Click here to listen to part 1.   ===    VOTE FOR US: PLUTUS AWARDS  === We need your vote for the 2025 Plutus Awards! You can now vote for your hosts behind "Catching Up to FI” - Bill Yount & Jackie Cummings Koski.   ✅ WHAT IS THE PLUTUS AWARDS? The Plutus Awards recognize excellence in independent financial content. That's the best podcasts, books, video channels, blogs, and more.     ✅ VOTE  If you've gotten value from our content and think we are worthy of recognition,  please support by casting your votes here > >>  https://plutus.awardsplatform.com/. There's a short registration needed to vote and you'll be in and out in just a few minutes.    ✅ DEADLINE The deadline to vote is August 30th, 2025. Winners will be announced in October.   ✅ CATEGORIES Below are the categories we have been nominated for and we'd love your vote in each of them.  Catching Up to FI Best New Personal Finance Content Creator - Audio Content Creator of the Year: Audio People's Choice: Audio Best Financial Advisor Content/Jackie Cummings Koski, CFP Plutus Storyteller Award Best Traditional Retirement Content Best Personal Finance Content for Underserved Communities Best Personal Finance Content for Women   Other categories  Best New Personal Finance Content Creator - Written (F.I.R.E. for Dummies) Best New Personal Finance Book (F.I.R.E. for Dummies) Plutus Resilience Award (Jackie Cummings Koski) Best Financial Independence or Retire Early Content (F.I.R.E. for Dummies)    

Bogleheads favorite Jon Luskin, CFP® drops in for a masterclass on keeping money moves “so dull they sparkle.” He specializes in providing hourly advice to do-it-yourself investors and is a long-time advocate of simple, low-cost investing. In this episode he shares with us: Why every late-starter's to-do list should begin with an emergency fund and Social Security game plan before touching their asset mix How low fees—not “sexy” alts—make numbers grow His soup-to-nuts review (including insurance gaps, estate docs and Investor Policy Statement) How simplicity wins  

What happens when Bitcoin meets real estate, alternative assets, and personal freedom? In this episode, Will Lehr breaks down how he went from helping clients invest in gold and silver IRAs to building a self-directed IRA platform that lets people hold Bitcoin, real estate, and more, all outside the traditional financial system.We talk about the mechanics of setting up a self-directed IRA, what makes the IRA LLC model different, and how to stay within IRS rules when it comes to physical gold, silver, and cold storage for Bitcoin. Will also explains why tools like the Unchained IRA are changing how people think about retirement planning.Then we shift to life in Surf City El Salvador, where Will is now developing land with like-minded Bitcoiners who care about sovereignty, sustainability, and long-term vision. If you're interested in real estate in Surf City, this conversation covers what kind of properties are still available, what's already sold out, and how demand is shifting fast.Whether you're holding metal, sats, or land, this episode is for anyone rethinking how to build a life and a portfolio that actually reflects your values. Hit subscribe, and drop a comment: Would you ever use your IRA to buy land in El Salvador?-Bitcoin Beach TeamConnect and Learn more about Will Lehrhttps://clubcocal.com/ https://unboundassets.com/ https://x.com/thewilliamlehr https://x.com/ClubCocal https://x.com/UnboundAssets Support and follow Bitcoin Beach:X: @BitcoinBeachIG: @bitcoinbeach_svTikTok: @livefrombitcoinbeachWeb: bitcoinbeach.comBrowse through this quick guide to learn more about the episode:00:00 What makes El Salvador feel like a 24/7 Bitcoin conference?02:15 How did Will get started with self-directed IRAs and Bitcoin?04:45 What is a self-directed IRA and how does it work?07:35 How to hold Bitcoin, gold, or silver in your IRA legally10:52 What's the risk of storing gold and silver at home in an IRA?13:21 Why are Bitcoiners moving to Surf City El Salvador?19:45 What makes real estate in Surf City such a strong long-term play?26:46 How is Will's land development attracting liberty-minded investors?33:45 How does his Bitcoin community support locals and nonprofits?39:16 Who's moving to El Salvador and what are they building?Live From Bitcoin Beach

WAM Alternative Assets Investment Update and Q&A Webinar by Wilson Asset Management

On 13 March 2025 Future of Finance hosted a one-day event at the offices of ReedSmith in London. Entitled Digital asset exchanges: Will tokenisation be the nemesis of exchanges or the re-making of them?, the event attracted more than 200 registrants from stock exchanges, trading venues, digital asset exchanges, fund administrators, central securities depositories, central counterparty clearing houses, technology vendors, data vendors, consultants, custodians, asset managers, wealth managers, banks, brokers, insurers, payments service providers, law firms, venture capital funds, cryptocurrency firms, blockchain platforms and academia. This is an account of what they and the panellists contributed to the five sessions that day, both live and in the multiple-choice questionnaire they completed in advance, the results of which are also published here.Panellists: Hirander Misra, Chairman and CEO of GMEX Group; Marcus van Abbé, Head of Digital Market Infrastructures at r3; Rita Martins, Head of Product Ecosystem, Digital Assets, at the London Stock Exchange Group (LSEG); Dr Robert Barnes, co-CEO at BPX Digital Securities Exchange; and Thomas Labenbacher, CEO and Founder of Assetera. Hosted on Acast. See acast.com/privacy for more information.

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 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

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...

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/