Podcasts about debt funds

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Best podcasts about debt funds

Latest podcast episodes about debt funds

The Infinite Wealth Podcast
Buy Back Your Time: How to Scale Freedom with Virtual Assistants with Bob Lachance

The Infinite Wealth Podcast

Play Episode Listen Later Dec 9, 2025 25:17


Get ready to elevate your passive income strategy! Join us for the Beyond the Bank: Land Investing, Debt Funds, and IBC for Smart Passive Income Triple Play Masterclass on Dec 10, 2025 (1:00–4:00 PM CT). Learn from industry experts Anthony Faso & Cameron Christiansen, Justin Sliva, and Whitney Elkins-Hutten as they reveal how to leverage Land Investing, Debt Funds, and Infinite Banking for a winning investment strategy.

The Infinite Wealth Podcast
Stop Saving for Retirement—Start Buying Cash Flow with Infinite Banking

The Infinite Wealth Podcast

Play Episode Listen Later Dec 2, 2025 14:39


Get ready to elevate your passive income strategy! Join us for the Beyond the Bank: Land Investing, Debt Funds, and IBC for Smart Passive Income Triple Play Masterclass on Dec 10, 2025 (1:00–4:00 PM CT). Learn from industry experts Anthony Faso & Cameron Christiansen, Justin Sliva, and Whitney Elkins-Hutten as they reveal how to leverage Land Investing, Debt Funds, and Infinite Banking for a winning investment strategy.

Karriere Insider
Investment Banker (+25 Jahre Erfahrung) über Private Credit, Debt Advisory & LBOs | Karriere Insider

Karriere Insider

Play Episode Listen Later Nov 19, 2025 73:47


In dieser Folge des Karriere Insider Podcasts spricht David Döbele mit Dominik Spanier, der seit über 20 Jahren im Investment Banking tätig ist und heute Unternehmen im Bereich Debt Advisory berät. Dominik gibt Einblicke in seine langjährige Karriere und erklärt, wie sich der Markt für Fremdkapitalfinanzierungen verändert hat. Außerdem geht es um die Fähigkeiten, die man in diesem Bereich wirklich braucht, wie man sich als junger Berufseinsteiger positionieren kann und welche Entwicklungen Debt Advisory in den nächsten Jahren prägen wird.LinkedIn Dominik Spanier: https://www.linkedin.com/in/dominik-spanier-0b60a390/Karriereseite Lincoln International: https://www.lincolninternational.com/careers-and-culture/careers/Mein SPIEGEL-Bestseller-Buch: https://nach-ganz-oben.de/?htrafficsource=organic&hcategory=yt_organic&el=InvestmentBanker25JahreErfahrungüberPrivateCreditDebtAdvisoryLBOsKarriereInsider191125Unsere Website: https://pumpkincareers.com/jetzt-hier-bewerben/?htrafficsource=organic&hcategory=yt_organic&el=InvestmentBanker25JahreErfahrungüberPrivateCreditDebtAdvisoryLBOsKarriereInsider191125_____________________________________________Timestamps00:00:00 - Intro / Vorschau00:01:19 - Vorstellung00:02:35 - Einstieg bei KPMG in der Wirtschaftsprüfung00:05:13 - Wechsel ins Corporate Finance00:10:30 - Wechsel zur RBS & Bank of Scotland00:13:56 - Was ist ein LBO?00:17:24 - Einstieg bei Rothschild im Debt Advisory00:24:22 - Entwicklung von Debt Advisory und M&A in den letzten 20 Jahren00:28:11 - Wechsel zu Lincoln International00:30:30 - Teamgrößen bei Lincoln – M&A vs. Debt Advisory00:33:57 - Wie eine Debt-Advisory-Transaktion Schritt für Schritt abläuft00:38:29 - Arbeitsalltag – M&A vs. Debt Advisory00:41:22 - Wie oft sagt man im Debt Advisory eigentlich Projekte ab?00:44:51 - Überblick über die größten Debt-Funds weltweit00:52:35 - Welche Bewerber überzeugen bei Lincoln?00:54:56 - Gibt es Phasen, in denen im Debt Advisory kaum Projekte laufen?00:57:35 - Erfolgsfaktoren für eine erfolgreiche Karriere im Debt Advisory01:02:04 - Entwicklung von KI im Debt Advisory01:06:37 - Weitere Fragen01:12:58 - Outro_____________________________________________Wenn du dich für den Berufseinstieg in Investment Banking, Unternehmensberatung oder Private Equity interessierst, haben wir hier einige nützliche Links für dich zusammengefasst:Target-Uni-Report: https://pumpkincareers.com/target-uni-report?htrafficsource=organic&hcategory=yt_organic&el=InvestmentBanker25JahreErfahrungüberPrivateCreditDebtAdvisoryLBOsKarriereInsider191125Investment Banking Analyst Report: https://pumpkincareers.com/investment-banking-analyst-report?htrafficsource=organic&hcategory=yt_organic&el=InvestmentBanker25JahreErfahrungüberPrivateCreditDebtAdvisoryLBOsKarriereInsider191125Consulting Einsteiger Report: https://pumpkincareers.com/consulting-report?htrafficsource=organic&hcategory=yt_organic&el=InvestmentBanker25JahreErfahrungüberPrivateCreditDebtAdvisoryLBOsKarriereInsider191125Eine Gesamtübersicht über alle unsere bisher veröffentlichten Reports findest du übrigens hier: https://pumpkincareers.com/reports/?htrafficsource=organic&hcategory=yt_organic&el=InvestmentBanker25JahreErfahrungüberPrivateCreditDebtAdvisoryLBOsKarriereInsider191125Schau gerne auch noch auf unserem Blog vorbei: https://pumpkincareers.com/blog/?htrafficsource=organic&hcategory=yt_organic&el=InvestmentBanker25JahreErfahrungüberPrivateCreditDebtAdvisoryLBOsKarriereInsider191125Falls du Fragen hast, die du persönlich mit uns besprechen willst, kannst du uns gerne auch auf LinkedIn (David Döbele, Jonas Stegh) oder Instagram (@pumpkincareers, @david.doebele) anschreiben.LinkedIn: https://www.linkedin.com/company/pumpkincareers/

Investor Fuel Real Estate Investing Mastermind - Audio Version
Terra Padgett on Debt Funds, Preferred Equity & Rescue Capital in Commercial Real Estate

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Nov 12, 2025 23:25


In this conversation, Terra Padgett, a seasoned real estate investor and founder of the Power Pool Fund, shares her insights on navigating the complexities of real estate investing. She discusses the importance of evaluating deals, understanding debt in commercial real estate, and the common mistakes made by investors. Terra emphasizes the need for adaptability in business and highlights the current trends in development, particularly in Houston's dynamic real estate market. She concludes with advice on continuous learning and making informed investment decisions.   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   —--------------------

Passive Investing from Left Field
Pulse Check: Multifamily Momentum, Debt Funds Rising, Q3 Moves

Passive Investing from Left Field

Play Episode Listen Later Nov 4, 2025 51:45


The Passive Pockets Pulse Check returns with Chris Lopez, Jim Pfeifer, and Paul Shannon. They break down what they bought and what they skipped, how they are reallocating between equity and debt, and the checks they run before wiring capital. Jim shares two new allocations in healthcare and coffee after negotiating a lower minimum for the community and explains invoking the Shirky rule to avoid doubling up with a new operator too quickly. Paul outlines a simple Indiana cash flow deal, a 22-unit JV turnaround, and an LP win with a partial disposition. Chris walks through a shift toward debt funds, a strong payout month, and a cautionary development story that highlights why transparency, lender diligence, and sponsor communication matter. The trio then uses the PassivePockets Deal Analyzer to spot red flags and assess IRR partitioning before deconstructing a friends and family hotel conversion with fee bloat, phantom equity, and misaligned waterfalls so you know when to pass fast. Key Takeaways Use investing clubs to test new managers or asset classes and always ask about minimums Rebalance deliberately toward a mix of equity and debt while accounting for ordinary income taxes on debt yields outside retirement accounts Multifamily is stabilizing in select markets, but underwrite with longer debt terms, larger reserves, and realistic rent and occupancy assumptions Watch for fee-heavy structures, annual-only distributions, deferred development fees counted as equity, and dual waterfalls that dilute LP returns The Deal Analyzer surfaces out-of-range assumptions and IRR partitioning shows how much return comes from operations versus exit Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

Best Real Estate Investing Advice Ever
JF 4060: Debt Funds, Diversification and Predictable Cash Flow ft. Pascal Wagner

Best Real Estate Investing Advice Ever

Play Episode Listen Later Oct 16, 2025 39:32


On this week's episode of Passive Income Playbook, Pascal Wagner explores the world of private real estate debt funds and what truly defines a “safe” 10% yield. After personally interviewing over 75 fund operators and analyzing 111 offerings, Pascal reveals key differences in structure, leverage, and transparency that separate high-quality funds from risky ones. He explains how fund size, collateral type, and audited financials impact risk, and why stability often matters more than chasing high returns. Pascal also shares lessons from deploying over $3 million into debt funds and how investors can build a diversified, cash-flowing portfolio with confidence. This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you're brand new to oil and gas investing. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Podcast production done by ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

IFN OnAir
Bilateral Shariah-Compliant Capital Flows: Private Equity, Debt Funds and Alternative Assets

IFN OnAir

Play Episode Listen Later Sep 12, 2025 68:00


Amid shifting geopolitics and increased interest from sovereign wealth funds, we explore emerging opportunities for bilateral Shariah-compliant investment into the UK and other global markets. Discussions will focus on direct and private equity investment, along with growing demand for Shariah-compliant alternative assets, including asset-backed credit, venture funds, real estate, real assets, and Islamic debt funds.Moderator:Richard Thomas, Managing Director, Sustainable EconomyPanelists:Adeel Khan, Managing Partner, PotentiaMahdi Yazdizadeh, CEO, Ereele CapitalMike Rainey, Partner, King & SpaldingMohammed Saifullah Khan, CEO, Ebdaa Islamic Finance Consultancy

Passive Investing from Left Field
Dan Handford: Debt Funds, Reg A Access, and Lessons from 80+ LP Deals

Passive Investing from Left Field

Play Episode Listen Later Sep 9, 2025 48:46


From chiropractor to running a billion dollar portfolio, Dan Handford joins hosts Paul Shannon and Chris Lopez to unpack how he scaled across multifamily, storage, car washes, hotels, and private debt. He shares why he invested as an LP in 80 plus deals to sharpen his GP playbook, how he allocates for durable returns, and where he is leaning today. You will hear candid lessons from floating rate pain, capital calls, investor communication, and why debt strategies and selective distress are front of mind. Key Takeaways: LP lens: transparency, steady updates, and tackling problems head on Allocation: prioritize consistency over stretch returns, diversify across operators and asset types Where he is leaning: private debt funds with liquidity and a coming Reg A option for smaller checks Risk lessons: floating rate vs fixed rate, large reserves, when a capital call protects value Outlook: bid ask spread, lender pressure, and a likely uptick in distress over the next year Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

What's up, Corporate Finance?
LBO-Markt Q2 2025 – lauter verschobene Exits

What's up, Corporate Finance?

Play Episode Listen Later Aug 28, 2025 39:47


Das zweite LBO-Quartal war eher zurückhaltend – und dominiert von Refinanzierungen. Gerade mal fünf neue Deals sind mehr als mager – trotzdem ist der Finanzierungsmarkt spannend und ziemlich in Bewegung. Darüber diskutieren wir genauso wie über die Fragen, ob die Übermacht der Debt Funds dauerhaft ist und warum Finanzierer deutsch sprechen müssen.

CTREIA
SPECIAL Beyond the Bank: Why Smart Investors Choose Real Estate Debt Funds

CTREIA

Play Episode Listen Later Jul 22, 2025 7:03 Transcription Available


Send us a textWe explore how real estate debt funds work for passive investors and why becoming a limited partner might be the smart solution for steady income without property management headaches.• Investing as a limited partner means putting your money into a professionally managed fund that lends to real estate investors• Limited partners earn consistent returns (typically 7-10% annually) without dealing with tenants, renovations, or property management• Real estate debt funds lend money secured by properties, typically at 60-70% loan-to-value ratios• Returns are distributed monthly or quarterly as interest income that is likely taxable• This strategy works well for busy professionals, retirees, or anyone seeking passive income backed by real assets• Most suitable for investors prioritizing capital preservation and cash flow rather than appreciation• Income is typically taxed as ordinary interest income, making tax-advantaged accounts worth considering• Next episode will cover fund structures, deal sourcing, and how investors get paidIf you enjoyed this format and got some value out of it, leave a comment and tell me what else you want to learn about. Additional Resources: Clark St Capital: https://www.clarkst.com Clark St Digital: https://www.clarkstdigital.com Keyholders Collective: https://www.keyholderscollective.com Podcast: https://bit.ly/3LzZdDx Find Us On Social Media: YouTube: https://www.youtube.com/@clarkstcapital LinkedIn: https://www.linkedin.com/company/clark-st-capital Twitter: https://twitter.com/clarkstcapital1 Facebook: https://www.facebook.com/ClarkStCapital Instagram: https://www.instagram.com/clarkstcapital

The Property Line
Creative Deal Structuring with Debt Funds

The Property Line

Play Episode Listen Later Jun 23, 2025 12:55


Debt funds are becoming more and more prevalent in commercial real estate finance, offering speed, flexibility, and creative structuring for complex or transitional deals. With traditional lenders pulling back and market conditions shifting, these funding sources can provide essential capital for acquisitions, redevelopments, and quick-close opportunities. However, they come with tradeoffs that borrowers need to carefully consider. In this episode, Terry Carroll and Mike Dowley join Dan Evans to unpack when and why borrowers turn to debt funds, the risks and reputational considerations involved, and strategies for success. Read the full transcript of this episode here: https://www.seyfarth.com/dir_docs/podcast_transcripts/ThePropertyLine_CreativeDealStructuringwithDebtFunds.pdf

The Credit Edge by Bloomberg Intelligence
Silver Point Sees ‘Game Over' for Some Private Debt Funds When Cycle Turns

The Credit Edge by Bloomberg Intelligence

Play Episode Listen Later Jun 18, 2025 50:16 Transcription Available


When the credit cycle turns, “the game will be over” for some private debt funds that are overly exposed to weak companies, according to Silver Point Capital. “We see every deal that’s getting done — there’s some good deals and there’s some bad deals,” Michael Gatto, the firm’s head of private side businesses, tells Bloomberg News’ Irene Garcia Perez and Bloomberg Intelligence’s David Havens in the latest Credit Edge podcast. “If someone is doing too many bad deals, they won’t exist,” says Gatto, referring to what generally happens when debt market liquidity dries up. Gatto and Havens also discuss Silver Point’s approach to private credit, the growth of liability management exercises and disqualified lender lists.See omnystudio.com/listener for privacy information.

Paisa Vaisa
Unlocking Growth: Credit Ratings, MSMEs & India's Sovereign Story | Ft. Mehul Pandya

Paisa Vaisa

Play Episode Listen Later Jun 9, 2025 44:56


Join Anupam Gupta on Paisa Vaisa to unlock financial success! CareEdge Ratings CEO Mehul Pandya demystifies credit ratings for MSMEs and investors, detailing their impact on debt funds and fundraising. Get CareEdge's exclusive India economic outlook 2025, covering corporate health, the infrastructure boom, and a BBB+ sovereign rating. Learn how this shapes your investments and personal finance. Plus, insights into ESG ratings, sustainable finance, and financial careers. Essential for navigating India's economy, stock market trends, and wealth creation. Key Topics Covered: ✅ India 2025 Outlook: Economy, infrastructure, BBB+ rating, investment impact. ✅ Credit Ratings: MSMEs, Investors, Debt Funds, Fundraising. ✅ Sustainable Finance: ESG, Careers, CareEdge insights. Get in touch with our host Anupam Gupta on social media: Twitter: ( https://twitter.com/b50 ) Instagram: ( https://www.instagram.com/b_50/ ) LinkedIn: (https://www.linkedin.com/in/anupam9gupta/ ) You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/ You can watch the full video episodes of PaisaVaisapodcast on the YouTube channel. Do follow IVM Podcasts on social media. We are @ivmpodcasts on Facebook, Twitter, & InstagramSee omnystudio.com/listener for privacy information.

What's up, Corporate Finance?
LBO-Markt Q1 2025 – Durchmarsch der Debt Funds!

What's up, Corporate Finance?

Play Episode Listen Later Jun 3, 2025 31:11


Das war ein durchaus munterer Start ins LBO-Jahr 2025. Und ein Durchmarsch der Debt Funds, die erstmals zwei Drittel des Markts übernehmen – aber auch dauerhaft? Das diskutieren wir genauso wie natürlich den Handelskonflikt, die aktuellen Margen und die Frage, ob der LBO-Markt der berühmten Ketchup-Flasche gleicht.

Let's Talk Money with Monika Halan
How to Crack the Retirement Nest Egg

Let's Talk Money with Monika Halan

Play Episode Listen Later Apr 3, 2025 20:56


In this episode, Monika tackles the challenge of using retirement savings wisely. While most people focus on accumulating a retirement fund, the real challenge is making it last. She explains the Money Trinity, a three-bucket strategy that ensures financial security while combating inflation. The Now Fund covers immediate needs, the Next Fund balances safety and growth, and the Future Fund builds long-term wealth. By strategically allocating money across these buckets, retirees can secure their present while letting a portion of their savings grow.Next, she breaks down credit risk, explaining why PSU bank deposits offer lower rates than corporate deposits and how investors can assess financial safety. She discusses credit ratings for companies, countries, and individuals, showing how these indicators help measure the likelihood of default. From evaluating debt mutual funds to understanding the risk-o-meter, Monika shares practical ways to navigate the complexities of fixed-income investments.In the listener Q&A, Lalit Kumar seeks advice on mutual fund selection and systematic transfer plans (STPs). Archanaa Panda questions the negative returns on her lump-sum investment in a balanced advantage fund. Arpita Majumdar, a single mother, asks about withdrawing from NPS and choosing term insurance.Chapters:(00:30 - 06:55) Cracking the Retirement Nest Egg: Strategies for Longevity and Inflation(06:56 - 08:46) Understanding Credit Risk: Deposits, Ratings, and Debt Funds(08:47 - 13:40) Mutual Fund Choices, STP Strategy, and Direct vs. Regular Funds(13:41 - 16:28) Market Timing, Balanced Advantage Funds, and Long-Term Investing (16:29 - 19:49) NPS Withdrawal, Term Insurance, and Financial Planning for Single Momshttp://www.aria.org.inIf you have financial questions that you'd like answers for, please email us at ⁠mailme@monikahalan.com⁠ Monika's book on basic money management⁠⁠https://www.monikahalan.com/lets-talk-money-english/⁠⁠Monika's book on mutual funds⁠https://www.monikahalan.com/lets-talk-mutual-funds/⁠Monika's workbook on recording your financial life⁠⁠https://www.monikahalan.com/lets-talk-legacy/⁠⁠Calculators⁠⁠https://investor.sebi.gov.in/calculators/index.html⁠⁠You can find Monika on her social media @monikahalan. Twitter ⁠⁠@MonikaHalan⁠⁠Instagram ⁠⁠@MonikaHalan⁠⁠Facebook ⁠⁠@MonikaHalan⁠⁠LinkedIn ⁠@MonikaHalan⁠Production House: ⁠www.inoutcreatives.com⁠Production Assistant:⁠ Anshika Gogoi⁠

Masters In Real Estate
How To Get Your First Loan with Dylan Nelson

Masters In Real Estate

Play Episode Listen Later Mar 25, 2025 29:47


Summary In this conversation, we talk about the complexities of the loan business, exploring the journey of becoming a loan broker, the nuances of construction loans, and the current challenges in the market. We discuss the importance of relationships in lending, the role of debt funds and credit unions, and provide insights into the future outlook for the loan market.Chapters00:00 Introduction to the Loan Business02:59 Journey into Loan Brokering06:03 Navigating Construction Loans09:05 Challenges in the Current Market11:48 Understanding Loan Structures15:04 The Role of Debt Funds and Credit Unions17:58 The Importance of Relationships in Lending20:46 Future Outlook for the Loan Market

Mailbox Money Show
Seth Bradley - What can I do if a deal goes bad?

Mailbox Money Show

Play Episode Listen Later Mar 11, 2025 27:54


Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationWelcome to our latest episode! Today, we're thrilled to have Seth Bradley, a real estate investor, attorney, and managing partner at Law Capital Partners. With over 14 years of experience in commercial real estate, corporate law, and asset protection, Seth has worked with investors, developers, and financial institutions on complex transactions. He also runs Bradley Law, Ltd., and is the founder of Crossroads Capital Investments, where he has successfully acquired, rehabbed, and managed multifamily and single-family investments.In this episode, Seth dives into the reality of real estate investing and what happens when deals don't go as planned. He shares strategies for investors facing challenging market conditions, the importance of legal protections, and how to assess risk when investing in syndications. He also discusses emerging investment trends, including debt funds, franchises, and alternative asset classes, and how AI is reshaping due diligence in real estate.If you're looking to safeguard your investments and navigate difficult deals with confidence, tune in now to hear Seth Bradley's expert insights!TIMESTAMPS01:28 – Guest Intro: Seth Bradley02:47 – Rising Interest Rates & Deal Challenges06:13 – Lessons from Past Investment Cycles08:31 – Why Some Deals Fail & How Investors Can Protect Themselves11:50 – The Importance of Fixed vs. Adjustable-Rate Loans15:05 – Debt Funds, Business Acquisitions & Cash-Flow Opportunities17:42 – AI Tools for Passive Investors & Real Estate Due Diligence20:17 – Managing Risk and Dealing with Bad Investments23:48 – Seth's Experience Running Gyms & Franchises26:43 – How to Connect with Seth & Final ThoughtsConnect with the Guest:Website: https://www.tribevest.com/Linkedin: https://www.linkedin.com/in/sethpaulbradley/Instagram: https://www.instagram.com/sethbradleyesq/Youtube: https://www.youtube.com/@sethbradleyesq#RealEstateInvesting #PassiveIncome #AlternativeInvestments #DueDiligence #FinancialFreedom

Capitalmind Podcast
Pooled Vehicles

Capitalmind Podcast

Play Episode Listen Later Mar 6, 2025 58:31


Deepak and Shray discuss the unexpected quirks and consequences of investing in mutual funds and pooled vehicles in general. The discussion covers how your returns and experiences can be impacted by other investors' actions, including issues with inflows, outflows, cutoff timings, and NAV calculations. Specific cases like DHFL, Yes Bank, and Zee promoter bonds are examined to highlight how complexities in pooled vehicles can affect investment decisions. Additionally, the episode provides insights on how to navigate these challenges and the importance of understanding the nature of pooled investments. 00:00 Introduction  00:43 Understanding Mutual Funds and Pool Vehicles 02:43 Complexities of Pool Vehicles 07:43 Impact of Inflows on Fund Composition 13:18 Challenges with Outflows and Debt Funds 20:00 Timing Issues and NAV Calculations 29:04 ETFs vs Mutual Funds: Arbitrage and Market Behavior 33:01 Case Studies: Yes Bank, DHFL, and Zee Promoter Bonds 37:50 Side Pocketing and Arbitrage 49:12 Investor Strategies and Market Timing Challenges 55:43 Conclusion and Final Thoughts

The Naked Truth About Real Estate Investing
Discover how Jeff Cichocki's Secrets to Raising Capital for Debt Funds as a Hard Money Lender!

The Naked Truth About Real Estate Investing

Play Episode Listen Later Feb 14, 2025 49:08


Secrets to Raising Capital for Debt Funds with Jeff Cichocki!Discover how it takes to raise millions in capital and scale a hard money lending business to unprecedented heights. In this episode, Jeff Cichocki reveals how he went from an accidental lender to managing a thriving debt fund—funding over 2,000 transactions and consistently delivering 9-10% returns to investors. Discover the strategies he used to attract high-net-worth lenders, structure his fund for maximum efficiency, and acquire a billion-dollar lending company with just a $3 million capital raise. Key Takeaways to Listen For:Raising Capital Starts with Relationships – Jeff's journey into lending began by leveraging trust with friends and family. He emphasizes the power of networking and word-of-mouth referrals to attract capital from investors.The Evolution from One-Off Loans to a Fund Model – Jeff initially structured deals on a one-on-one basis but transitioned to a fund to streamline operations and scale efficiently. He explains why pooling capital provides better returns and stability for investors.The Power of Becoming a Local Authority – By speaking at events, running a REIA, and consistently providing value, Jeff built credibility that attracted both investors and borrowers. He highlights how positioning yourself as an expert can unlock capital-raising opportunities.Smart Scaling and Controlled Growth – Jeff shares how a rapid 250% growth in 60 days nearly broke his business and how he later developed strategies to throttle referrals and investor outreach to maintain sustainable expansion.How to Get Consistent Investor Referrals – Rather than aggressively asking for referrals, Jeff nurtures relationships by delivering on promises and setting the expectation early. His approach ensures investors naturally introduce new capital sources without feeling pressured.About Tim MaiTim Mai is a real estate investor, fund manager, mentor, and founder of HERO Mastermind for REI coaches.He has helped many real estate investors and coaches become millionaires. Tim continues to help busy professionals earn income and build wealth through passive investing.He is also a creative marketer and promoter with incredible knowledge and experience, which he freely shares. He has lifted himself from the aftermath of war, achieving technical expertise in computers, followed by investment success in real estate, management skills, and a lofty position among real estate educators and internet marketers.Tim is an industry leader who has acquired and exited well over $50 million worth of real estate and is currently an investor in over 2700 units of multifamily apartments.Connect with TimWebsite: Capital Raising PartyFacebook: Tim Mai | Capital Raising Nation Instagram: @timmaicomTwitter: @timmaiLinkedIn: Tim MaiYouTube: Tim Mai

Let's Talk Money with Monika Halan
When to Sell in a Bull Market

Let's Talk Money with Monika Halan

Play Episode Listen Later Sep 19, 2024 18:13


Monika brings a new format to her podcast from this episode onwards. She will first tell you what a macro event means for you. This episode she tells you the impact of government spending on GDP growth and how that matters in your financial life. Then she will unpack a micro event. This week it is the changes in the Public Provident Fund that go live from October 1 2024.  She then answers three listener questions. The first one has to do with when to sell in a bull market.  Next is a question on shifting to a more tax advantaged product than debt funds. And last, a worry about planning mutual fund investments so that the kids can get the money without having to sell the funds. Chapters: (00:35 - 03:47) Government Spending and Its Impact on GDP Growth (03:48 - 07:12) Changes to Public Provident Fund (PPF) Rules and Consolidating Financial Accounts (07:47 - 10:49) When to Sell in a Bull Market and the Importance of Asset Allocation (11:11 - 14:18) Shifting from Debt Funds to Arbitrage or Equity-Saving Schemes Post-Tax Changes (14:25 – 17:17) Legacy Planning and Managing Expectations for Children's Inheritance If you have financial questions that you'd like answers for, please email us at mailme@monikahalan.com Monika's book on basic money management ⁠https://www.monikahalan.com/lets-talk-money-english/⁠ Monika's book on mutual funds https://www.monikahalan.com/lets-talk-mutual-funds/ Monika's workbook on recording your financial life ⁠https://www.monikahalan.com/lets-talk-legacy/⁠ Calculators ⁠https://investor.sebi.gov.in/calculators/index.html⁠ You can find Monika on her social media @monikahalan.  Twitter ⁠@MonikaHalan⁠ Instagram ⁠@MonikaHalan⁠ Facebook ⁠@MonikaHalan⁠ LinkedIn @MonikaHalan Production House: www.inoutcreatives.com Production Assistant: Anshika Gogoi

Moneycontrol Podcast
4326: Should you invest in debt funds as interest rate cut inches closer? | Simply Save

Moneycontrol Podcast

Play Episode Listen Later Sep 4, 2024 20:01


The US Fed has indicated that interest rate cut might happen as early in September, which might prompt RBI to follow suit. This bodes well for debt funds, says Siddharth Chaudhary- Senior Fund Manager-Fixed income at Bajaj Finserv Mutual Fund on Moneycontrol's Simply Save podcast.

Denver Real Estate Investing Podcast
#525: Why Debt Funds Should Be in Every Investor's Arsenal

Denver Real Estate Investing Podcast

Play Episode Listen Later Sep 3, 2024 37:35


Justin and Matt from Dynamo Capital dive into debt funds - the ultimate cash flow hack as rising rates squeeze rental yields in hot markets like Denver.

Accumulating Wealth with Hunter Satterfield
Ep. 195: Private Debt Funds

Accumulating Wealth with Hunter Satterfield

Play Episode Listen Later Aug 20, 2024 29:31


In an environment where interest rates are higher than they've been, the private debt asset class has grown as an investment prepared to capitalize on growing yield. A guest from Apollo Global Management joins the guys to explain private debt funds, the loans that back them, and the flexibility and opportunity they can bring to investors.    LINKS Apollo Global Management cainwatters.com  Submit a Question  Facebook | YouTube 

The Cashflow Project
Debt Funds, SFH Development, and More: Industry Trends with Tilden Moschetti

The Cashflow Project

Play Episode Listen Later Aug 14, 2024 30:30


In this episode of The Cashflow Project, Tilden Moschetti, a seasoned securities attorney with over 20 years of experience, shares his insights on legal documents, compliance, and business models for fund managers, venture capitalists, and syndicators in real estate investment. Initially pursuing an MBA to enter the real estate field, Tilden eventually became a lawyer to better understand and raise funds for real estate investments. After a decade as a trial lawyer, he transitioned to helping syndicators structure deals and now combines this with his own real estate ventures. Tilden offers invaluable advice drawn from his extensive experience working with around 100 clients annually, covering topics like conservative underwriting, over-delivering on promises to investors, and navigating market volatility. He also discusses the challenges of increased taxes and insurance in the industry. Whether you're a seasoned investor or just starting out, this episode is filled with practical strategies and insights to elevate your real estate investing game. [00:00] MBA to real estate, then law school. [04:14] Acknowledging and admiring industry expertise and empathy. [08:25] Frequent court experiences provide valuable perspectives. [11:34] Negotiating win-win situations in various scenarios. [14:12] Switching to alternative investments for control and growth. [18:33] Curious about industry trends amidst tax issues. [21:06] Discussion on market trends and potential solutions. [25:33] Skilled at making stories compelling for marketing. [28:35] Tilden Moschetti at law firm thriving. [29:58] Seek feedback, improve, and take action. Connect with Tilden Moschetti! Website LinkedIn Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram

Passive Investing Made Simple
Choosing Between High Yield Savings Accounts And Real Estate Debt Funds With Whitney Elkins-Hutten

Passive Investing Made Simple

Play Episode Listen Later Aug 12, 2024 20:06


CLOSE THE DEAL

Viele beschweren sich über den schwierigen Finanzierungsmarkt, der den M&A-Markt ausbremst. Aber ist es nicht vielleicht sogar genau umgekehrt?!Wenn uns jemand diese Frage beantworten kann, dann Daniel Gebler, Partner und Head of Debt Advisory bei Carlsquare. Im letzten Jahr hat Carlsquare das M&A-Portfolio rund gemacht und sich ein eigenes Debt Advisory-Team aufgebaut. Dementsprechend sehen Daniel und seine Kollegen tagtäglich beide Seiten, den M&A-Markt und die dazugehörigen Finanzierungsanfragen.Debt Advisory ist dabei besonders in aktuell schwierigeren wirtschaftlichen Zeiten ein Schlüssel zum Erfolg. Eine auf den Deal und die Rahmenbedingungen der beteiligten Unternehmen maßgeschneiderte Finanzierungslösung kann am Ende der entscheidende Faktor sein, ob ein Deal überhaupt zustande kommt. Wir beleuchten in dieser Episode:welche Finanzierungen aktuell am gefragtesten sind,wie schwierig die Lage am Finanzierungsmarkt wirklich ist,welche Auswirkungen die marginale Zinssenkung der EZB hat,ob alternative Player aufgrund der wirtschaftlichen Lage in den Markt drängen,was wir für 2024/2025 für den M&A- und Finanzierungsmarkt erwarten können,und vieles mehr...Viel Spaß beim Hören!***Timestamps:(00:00) Intro(02:49) Vita Daniel(10:27) Debt Advisory bei Carlsquare(26:17) Wettbewerber im Markt(28:20) Finanzierungsmarkt-Lage(30:33) Wechselwirkungen M&A-Markt und Finanzierungen(31:34) Fallbeispiel(39:03) Banken vs. Debt Funds(41:48) Alternative Finanzierungsmethoden(43:37) Earn Outs und Bürgschaften(48:05) Ausblick Finanzierungs- und M&A-Markt***Alle Links zur Folge:Kai Hesselmann auf LinkedIn: https://www.linkedin.com/in/kai-hesselmann-dealcircle/Close the Deal auf LinkedIn: https://www.linkedin.com/company/closethedeal-podcastDaniel Gebler auf LinkedIn: https://www.linkedin.com/in/daniel-gebler-92b8a139/Carlsquare auf LinkedIn: https://www.linkedin.com/company/carlsquare/Close the Deal #59 mit Mark Miller: https://open.spotify.com/episode/4oiDikxgqjPx4XpeKYhcwt?si=GkWVrdX0SvGhEPZQsU5mJwWebsite Close the Deal: https://dealcircle.com/ClosetheDeal/***Du bist M&A-Berater im Small- oder Midcap-Segment und suchst einen Überblick über alle relevanten Deals?Wir haben die Lösung für dich: Du erhältst von unserem Analystenteam täglich alle relevanten Small- und Midcapdeals direkt und kostenfrei in dein Postfach. Jetzt schnell den

What's up, Corporate Finance?
HoldCo PIK: Das steckt dahinter

What's up, Corporate Finance?

Play Episode Listen Later Jul 26, 2024 27:47


Man hört am Finanzierungsmarkt gerade öfter als üblich den Begriff „HoldCo PIK“. Dieses Instrument scheint in der aktuellen Marktphase sowohl das Interesse von Debt Funds als auch von Private-Equity-Häusern und dem einen oder anderen Unternehmensgesellschafter zu wecken. Warum ist das so? Und was genau verbirgt sich eigentlich hinter HoldCo PIK? Wir werfen einen Blick hinter die Kulissen eines Finanzierungsinstruments, das gerade in den Fokus rückt.

Let's Talk Money with Monika Halan
What Does Your Raise Say About Your Career Prospects?

Let's Talk Money with Monika Halan

Play Episode Listen Later Jul 4, 2024 14:51


This week, Monika delves into the best way of utilising your raise. She discusses the importance of understanding inflation-adjusted raises, evaluating your performance relative to company averages, and considering strategic job changes for better compensation. Tune in for practical advice on how to respond to your raise and make informed decisions about your career and financial future. Monika also answers your questions about the pros and cons of purchasing medical insurance for retirement if in a government job, the optimal duration for your loans, whether NRIs should consider debt funds despite recent tax changes, and the reliability of new fund offers. Chapters: (00:31 - 05:33) Fully Utilising Your Raise  (05:47 - 08:38) Pros and Cons of Medical Insurance (08:41 - 09:51) Length of Your EMIs (09:53 - 12:10) Debt Funds as an NRI (12:12 - 13:36) Should You Invest in NFOs? If you have financial questions that you'd like answers for, please email us at mailme@monikahalan.com  MOSPI Website for inflation numbers https://cpi.mospi.gov.in/Default1.aspx Monika's book on basic money management https://www.monikahalan.com/lets-talk-money-english/ Monika's book on mutual funds https://www.monikahalan.com/lets-talk-mutual-funds/ Calculators https://investor.sebi.gov.in/calculators/index.html You can find Monika on her social media @monikahalan.  Twitter @MonikaHalan Instagram @MonikaHalan Facebook @MonikaHalan This is a Maed In India Production; check us out at www.maedinindia.in Creative Director: Mae Mariyam Thomas Project Manager: Shaun Fanthome Head of Audio: Kartik Kulkarni Producer: Meghna Gulati  Sound Editor: Lakshman Parsuram Artwork: Alika Gupta

The Voice of Corporate Governance
Risk-Adjusting the Returns to Private Debt Funds with Isil Erel, Thomas Flanagan & Michael Weisbach

The Voice of Corporate Governance

Play Episode Listen Later Jun 13, 2024 10:08


Send us a Text Message.In this episode, CII General Counsel Jeff Mahoney interviews three professors from Ohio State University's Fisher College of Business:  Isil Erel, the David A. Rismiller Chair in Finance and the academic director of the Risk Institute; Thomas Flanagan, assistant professor; and Michael S. Weisbach, the Ralph Kurtz Chair in Finance and professor of finance.  Erel, Flanagan and Weisbach are co-authors of a recent research paper released by the National Bureau of Economic Research entitled “Risk-Adjusting the Returns to Private Debt Funds.”

Masters In Real Estate
Charles Farnsworth: Debt Funds With 1892 Capital

Masters In Real Estate

Play Episode Listen Later Apr 3, 2024 38:17


Show Notes: I'm joined by Charles Farnsworth, Fund Director at 1892 Capital Partners. 1892 Capital Partners is a balance sheet lender that provides flexible capital to opportunistic sponsors. Give Charles a call on your next deal!In this episode, we discuss:Charley's Early Days of Flipping HousesHow Credit Strategies Can Fill The Holes In Institutional LendingBalance Sheet Lenders vs FundsLooking beyond LTV and LTCMezzanine LoansSign up for our Mailing list: HERESign up for our investor list: HERELinks:Charles on Linkedin: LinkCharles' Email: charlesf@1892capital.comCharles' Phone Number: (253) 592-34521892 Capital's Website: LinkTanner on Linkedin https://www.linkedin.com/in/tanner-webster-76b182193/Tanner on Twitter/X: https://twitter.com/twallywebMasters In Real Estate: https://www.youtube.com/@WebsterRealEstate/videosMasters in Real Estate is produced by https://www.zuumpost.com/Leave a Review on SpotifyLeave a Review on Apple

Let's Get RICH With PATTU!
Debt Mutual Funds for Dummies - E 31

Let's Get RICH With PATTU!

Play Episode Listen Later Dec 24, 2023 32:39


On this episode we cover:- How do Debt Mutual Funds really work?- The Basics of Bond trading- Average Maturity of a Debt Fund- Speculation in the Bond Market- Why a Debt Mutual Fund is a beautiful product- Ratings of Debt Funds, and how they work- The two things to look at for Debt MFs- Pattu's thumb rule for selected a fund for a particular duration- What the average rating of your Debt portfolio should be- Sid asks if Debt Mutual Funds are actually 'Fixed income'- Which Debt Mutual Funds to select for short term goals- Which Debt Mutual Funds to select for > 10 year goals- Do Debt instruments beat inflation? (they are ~50% of our portfolio)- Why bond prices spike when interest rates fallSee omnystudio.com/listener for privacy information.

IFN OnAir
The rise of venture debt funds in MENA

IFN OnAir

Play Episode Listen Later Dec 5, 2023 32:31


There is a noticeable shift from traditional bank financing toward alternative financing across multiple asset classes in the GCC and beyond, which is resulting in the rise of instruments such as venture debt funds. In this episode, brought to you by King and Spalding, Asal Saghari and Mike Rainey explore this trend, bringing us expert insights and analyses to help us understand this shift and how it impacts the financing landscape. Nathan Kwon joins as a special guest. 

Paisa Vaisa
Cracking the Code of Debt Funds with Axis Mutual Fund

Paisa Vaisa

Play Episode Listen Later Sep 11, 2023 41:19


In this Paisa Vaisa episode, Anupam hosts Devang Shah, Co Head Fixed Income, Axis Mutual Fund to delve into a range of financial topics. They discuss debt mutual funds, the removal of indexing, and the impact of market changes on financial institutions. The conversation also touches on fixed-income strategies and the increasing popularity of retail equity in mutual funds among investors. They credit SEBI's categorization of mutual funds for helping investors make informed choices based on their investment horizon, debt appetite, fixed goals, and risk tolerance. The discussion extends to India's economic outlook, including factors like inflation, interest rates and geopolitical events such as the Russia-Ukraine war and COVID-19. The episode concludes with valuable investment recommendations from Devang Shah.Find Devang Shah on Social Media:LinkedInCatch Anupam Gupta on Social Media:Twitter: ( https://twitter.com/b50 )Instagram: ( https://www.instagram.com/b_50/ )Linkedin: (https://www.linkedin.com/in/anupam9gupta/ ) You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/See omnystudio.com/listener for privacy information.

Unbelievable Real Estate Stories
Decoding Debt Funds: Expert Tips for Investors and Private Money Lenders with Beth Pinkley Johnson, ep 312

Unbelievable Real Estate Stories

Play Episode Listen Later Aug 9, 2023 44:34


Dive into the dynamic world of private money lending with Beth Pinkley Johnson, Managing Partner of Flynn Family Lending and Lend to Live Management. Get inspired by Beth's transformative journey from inadvertent entrepreneur to a thriving figure in private money lending. In this episode you'll learn the pros & cons of private lending, as well as the advantages and complexities of participating in private debt funds. While they allow for scalability, their management involves intricate regulatory considerations and a keen understanding of the lending landscape. Key Takeaways: * Strategic Borrower Evaluation: Beth emphasizes the significance of assessing borrowers and projects meticulously. Like investors, borrowers need to demonstrate strong financials and effective exit strategies to navigate unexpected challenges successfully. * Flexibility and Adaptability: Private lending demands a flexible approach, and borrowers must be equipped to handle unforeseen project complexities. This adaptability is crucial for ensuring the success of real estate ventures. * Thorough Research and Due Diligence: Regardless of the investment avenue chosen, Beth underscores the importance of thorough research and due diligence. Investors should align their choices with personal goals, risk tolerance, and liquidity requirements. * Balancing Financial Goals and Life: The podcast delves into the nuanced intersection of financial aspirations and personal fulfillment. Striking a balance between business success and a satisfying life beyond investments is key. * Insights for Success: Beth's insights on default rates, managing market uncertainties, and informed decision-making provide a roadmap for investors to navigate the dynamic landscape of private money lending. * Diversification for Mitigating Risk: The concept of diversification emerges as a crucial risk mitigation strategy, both for lenders and investors. It helps spread risk across different loans or investment opportunities. Contact Beth: Instagram: @LendtoLive.Beth Website: www.FlynnFamilyLending.com Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level visit www.bluelake-capital.com. To reach Jeannette & her team, email them at info@bluelake-capital.com or visit our website and click "Invest with Us". Learn more about your ad choices. Visit megaphone.fm/adchoices

Paisa Vaisa
Mutual Funds & The Power of Compounding with Baroda BNP

Paisa Vaisa

Play Episode Listen Later Aug 7, 2023 44:03


On this episode of #PaisaVaisa, Anupam is joined by Suresh Soni, CEO of Baroda BNP Paribas Mutual fund. Dicussing the recent trends in the Mutual fund industry, they talk about the new technologies, developments and improvements in the investment sector and overall all mutual fund penetration in India.Suresh gives his professional insights on how investors can make effective investments through SIPs and get compounding returns. Active vs Passive Investing, outlook on Equity, debt mutual funds and more on this episode of Paisa Vaisa! Know more about Baroda BNP Paribas Mutual FundWebsite: Mutual Fund India - Baroda BNP Paribas Mutual Fund, Mutual Fund Investment Company (barodabnpparibasmf.in) Find Suresh Soni on Social Media:LinkedIn: ((1) Suresh Soni | LinkedIn)Twitter: (https://twitter.com/SureshSoniTweet ) Catch Anupam Gupta on Social Media:Twitter: ( https://twitter.com/b50 )Instagram: ( https://www.instagram.com/b_50/ )Linkedin: (https://www.linkedin.com/in/anupam9gupta/ )  See omnystudio.com/listener for privacy information.

Paisa Vaisa
Invest in Bonds with Wint Wealth

Paisa Vaisa

Play Episode Listen Later Jul 24, 2023 38:17


YouTube Episode: https://youtu.be/oqHb71WB6bEOn this episode of #PaisaVaisa, Anupam sits with Ajinkya Kulkarni, CEO & Co-founder of Wint Wealth. Talking about the how Wint Wealth empowers investors, Anupam and Ajinkya talk the differences between Bonds and Debt Mutual Funds . Discussing the latest SEBI regulations concerning online bond investments, Ajinkya shares intriguing perspectives on finfluencers and their impact on financial decision-making, opening up a thought-provoking discussion on their role in today's financial landscape.This and much more on this episode of Paisa Vaisa!Know more about Wint Wealth on Invest in Bonds | Earn 9-11% returns | Wint Wealth Find Ajinkya Kulkarni on Social Media:LinkedIn: ((1) Ajinkya Kulkarni | LinkedIn)Twitter: (Profile / Twitter)Catch Anupam Gupta on Social Media:Twitter: ( https://twitter.com/b50 )Instagram: ( https://www.instagram.com/b_50/ )Linkedin: (https://www.linkedin.com/in/anupam9gupta/ ) You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/  See omnystudio.com/listener for privacy information.

Paisa Vaisa
Fixed Deposits vs Debt Funds with SBI Mutual Fund

Paisa Vaisa

Play Episode Listen Later Jun 5, 2023 27:38


On this episode of Paisa Vaisa Podcast, Anupam sits with Dinesh Ahuja, Fund Manager at SBI Mutual Fund. They delve into the 2023 Tax Amendments regarding Debt Funds, unraveling the implications and potential opportunities for investors. Comparing Fixed Deposits with Debt Funds, discussing the benefits and drawbacks of each investment option, Dinesh presents his views on global interest rate cycles, economy, and inflation, offering valuable insights into the factors influencing investment decisions.Discussion on RBI's Retail Direct Platform and much more on this episode of #PaisaVaisa.Know more about SBI MF at https://www.sbimf.com Find Dinesh Ahuja on Social Media:Twitter: (SBI Mutual Fund (@SBIMF) / Twitter)LinkedIn: (https://www.linkedin.com/in/dinesh-ahuja-18173810/) Get in touch with our host Anupam Gupta on social media:Twitter: ( https://twitter.com/b50 )Instagram: ( https://www.instagram.com/b_50/ )Linkedin: (https://www.linkedin.com/in/anupam9gupta/ ) You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/See omnystudio.com/listener for privacy information.

Financial Samurai
How To Invest In Top Venture Capital And Venture Debt Funds

Financial Samurai

Play Episode Listen Later May 18, 2023 11:29


Join 60,000+ others and sign up for my free weekly newsletter so you never miss a thing. You can also get every post I publish immediately in your inbox by signing up here.  If you enjoy this podcast, I'd appreciate a great review and a share with your friends! Support My Work To build generational wealth, pick up a copy of Buy This, Not That, my instant Wall Street Journal bestseller. The book helps you make more optimal investment decisions so you can live a better, more fulfilling life.  To learn how to negotiate a severance and be free, pick up a copy of How To Engineer Your Layoff. Use the code "saveten" to save $10.  Episode Synopsis If you're interested in investing in top venture capital, venture debt, and private equity funds let me share with you how. Being an accredited investor is enough since plenty of people have a lot of money.  Relevant posts: Why Invest In Private Funds Even Though They Have High Fees How I'd Invest One Million Dollars Today Understanding Venture Debt

Global Investors: Foreign Investing In US Real Estate with Charles Carillo
GI192: Real Estate Debt Funds with Kevin Dureiko

Global Investors: Foreign Investing In US Real Estate with Charles Carillo

Play Episode Listen Later Feb 23, 2023 26:24


Kevin Dureiko is the founder and fund manager of Birch and Dobson LLC, a private real estate investment fund located in Connecticut. His firm raises capital from accredited investors to place or purchase senior mortgages on investment real estate in addition to lending on single family home developments. Learn More About Kevin Here: Birch and Dobson LLC. - http://birchdobson.com/ Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/  

The Real Estate Vibe!
Episode #87 Debt Funds and First Position Investing for Huge Returns! FT. Shannon Robnett

The Real Estate Vibe!

Play Episode Listen Later Feb 14, 2023 34:28


Debt funds and first-position investments have become increasingly popular in recent years, as they offer investors an attractive way to generate superior returns in the current market environment. Although these types of investments come with higher risks, they also have the potential to provide higher returns than other investment options.Shannon is a 2nd generation builder 4th Generation realtor with over $250M in personal transactions.  Shannon is an active syndicator in many markets with over $100M in assets under management.  Shannon is also building out a digital securities platform for investors and syndicators to create wealth and liquidity using blockchain technology.In this Episode, Vinki Loomba & Shannon Robnett chat about⁠:⁠ - What's debt funds and first position- Difference between debt funds and first position & traditional real estate investments- Operator/Deal Due diligence - Current market conditions for Debt and first position- Complexities of Debt InvestingContact Shannon: shannonrobnett@gmail.comIf you've liked this episode, please leave us feedback through a five-star rating and comments below! Also be sure to like, share, and subscribe!The Real Estate Vibe Show!Follow us @:https://twitter.com/loombainvesthttps://www.instagram.com/loombainvestmenthttps://www.facebook.com/Loombainvesthttps://www.linkedin.com/in/vinkiloomba  #realestate #realstateinvesting #multifamilyinvesting #passiveinvesting

Institutional Real Estate, Inc. Podcast
Episode 1008: Inside the Edition: A conversation about debt funds and recession

Institutional Real Estate, Inc. Podcast

Play Episode Listen Later Jan 3, 2023 17:56


Loretta Clodfelter, senior editor of Institutional Real Estate Americas, elaborates on a pair of feature stories in the January edition of the magazine, appearing under the headlines: "Debt funds' time has come" and "The R word." (01/2023)

Becker Group C-Suite Reports Business of Private Equity
Private Debt Funds Make Progress 9-27-22

Becker Group C-Suite Reports Business of Private Equity

Play Episode Listen Later Sep 27, 2022 1:22


Private debt funds increasingly win deals against the big banks. See WSJ “Banks could get nudged out of leveraged lending”. The article indicates that private debt funds have nearly $1.25 trillion under management of which $400 billion remains to be deployed. Banks are being more careful on leveraged deals and private credit funds are becoming […]

Becker Group Business Strategy 15 Minute Podcast
Private Debt Funds Make Progress 9-27-22

Becker Group Business Strategy 15 Minute Podcast

Play Episode Listen Later Sep 27, 2022 1:22


Private debt funds increasingly win deals against the big banks. See WSJ “Banks could get nudged out of leveraged lending”. The article indicates that private debt funds have nearly $1.25 trillion under management of which $400 billion remains to be deployed. Banks are being more careful on leveraged deals and private credit funds are becoming […]

Becker Group Business of Pot 15 Minute Podcast
Private Debt Funds Make Progress 9-27-22

Becker Group Business of Pot 15 Minute Podcast

Play Episode Listen Later Sep 27, 2022 1:22


Private debt funds increasingly win deals against the big banks. See WSJ “Banks could get nudged out of leveraged lending”. The article indicates that private debt funds have nearly $1.25 trillion under management of which $400 billion remains to be deployed. Banks are being more careful on leveraged deals and private credit funds are becoming […]

Becker Group Business Strategy Women’s Leadership 15 Minute Podcast

Private debt funds increasingly win deals against the big banks. See WSJ “Banks could get nudged out of leveraged lending”. The article indicates that private debt funds have nearly $1.25 trillion under management of which $400 billion remains to be deployed. Banks are being more careful on leveraged deals and private credit funds are becoming […]

CashFlow Pro
Private Lending and Passive Debt Funds with Kevin Dureiko

CashFlow Pro

Play Episode Listen Later Aug 15, 2022 34:39


  “If a deal looks too good to be true, it is!”   In the 107th episode of Cash Flow Pro, we talk with Kevin Dureiko, fund Manager at Birch and Dobson. Kevin turned to real estate after realizing he wanted to help his wife stay at home with their kids without having to worry about cash flow. Today, he manages their private real estate investment fund. Birch and Dobson invest in income-producing real estate, development, and first-position mortgages in the US.   Kevin shares his experience in private funds, lending, and passive debt today. If you are interested in how this part of real estate transactions takes place, make sure to tune in and take notes!     In this episode, we discuss: Private funds and how they work When to expect a return as an investor The reality of Loan to Own Terms and timelines Choosing the best state for protection laws       Find your flow, Casey Brown   Resources mentioned in this podcast: https://www.birchdobson.com/kevin-dureiko https://www.linkedin.com/in/kevin-dureiko-669156108/

ET Markets Podcast - The Economic Times
ETMarkets Investors' Guide: Amid churn in bond market, which debt funds should you invest in?

ET Markets Podcast - The Economic Times

Play Episode Listen Later Jun 11, 2022 13:01


Rise and Invest: A Real Estate Investing Podcast
#6. Steve Kundert, CBRE - Debt Expert, $12+ Billion Financed

Rise and Invest: A Real Estate Investing Podcast

Play Episode Listen Later Jan 3, 2022 90:49


On this episode, Drew brings on Breneman Capital's debt intermediary, Steve Kundert. Steve is a Senior Vice President at CBRE who has placed over $12 Billion of financing on over 600 individual transactions across all product types. They cover the multi-family lending industry from top to bottom. Listen to learn about every type of loan product available (Bank, CMBS, Life Co, Freddie, Fannie, Debt Funds, A B loans, and more), tailoring your financing to your business plan, interest reserves, and much more. -- The Rise and Invest Podcast is hosted by Drew Breneman, real estate investor and founder of Breneman Capital. Drew began his real estate career at just 19 years old when he bought his first two rental properties. At that early age, he learned real estate was the best method to generate cash flow and build wealth long-term when he was looking at how to invest his own money. He has since dedicated his career to building an organization that makes investing in high-quality real estate opportunities available to passive investors. His company, Breneman Capital, is a private real estate investment management firm specializing in the multifamily property sector. Breneman Capital employs a deliberate investment approach, leveraging data analytics and proprietary technology to generate superior risk-adjusted returns for investors. Breneman Capital has developed an investment strategy that aims to exploit market inefficiencies and reveal superior risk-adjusted opportunities through comprehensive use of technology and analytics. Get started today as an investor or learn more at: https://www.breneman.com -- Follow Drew on Social: Twitter: https://twitter.com/drewbreneman LinkedIn: https://www.linkedin.com/in/drewbreneman