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SPM PRO: Most pizza shop owners think more sales will solve their problems. But after spending time inside this Miami pizza shop, it became clear that sales weren't the issue.In this episode, we break down what was really holding this business back, why relying too heavily on third-party apps can hurt your growth, and what I'd do differently if I were in his shoes.We also talk about:Why he actually has two separate businessesUsing DoorDash and Uber Eats the right wayTurning third-party customers into direct customersBuilding an email and text list that drives repeat businessWhy influencers can work for local restaurantsThe mistake owners make when looking for investorsHow to find the right partner to help grow your businessWhy consistency matters more than marketingIf you're trying to grow your pizza shop, this conversation is packed with practical ideas you can put to work right away.

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.Episode SummaryThe largest IPO in history is here. SpaceX goes public this week with an expected total value of $1.77 trillion, and OpenAI and Anthropic have both announced plans to go public this year at valuations around $1 trillion each. In optometry forums and online communities everywhere, ODs are asking the same question: should I get in?In this episode, we look at 45 years of data and research on how IPOs have actually performed for investors - and then dig into the question that matters more for most listeners: how index funds and other passive funds will add these mega IPOs to their portfolios, and what that means for you.Have questions about your own investment approach? Reach out at podcast@optometrywealth.com.What You'll LearnWhat an IPO is and why 2026's IPOs are historic in sizeHow IPOs have historically performed compared to the broad US stock marketWhy the famous "first-day pop" doesn't benefit everyday investorsThe distribution of individual IPO outcomes over 3 and 5 years — and why most lose moneyWhy periods of peak IPO hype tend to be followed by the worst returnsHow the S&P 500, Russell, CRSP, and MSCI indexes decide when (and how much of) an IPO to includeWhat "float adjustment" means and why these trillion-dollar companies will enter index funds as tiny sliversHow the Nasdaq-100's approach to IPOs differs from broad market indexesWhether index fund "front-running" around IPO inclusions should worry long-term investorsHow factor-based funds like Dimensional handle newly public companiesKey Takeaways for OptometristsInvesting in IPOs right after they go public has historically been a poor strategy. IPOs as a group have trailed the broad market, and when you look at individual companies, roughly 60% lost money over their first three to five years - while a small sliver delivered lottery-like gains that lift the averages. Betting on IPOs means betting you can pick those rare winners.For index fund investors, these mega IPOs will eventually show up in your funds - but because indexes are float-adjusted, even a $1.77 trillion company may enter as a fraction of a percent of the index. The impact on your portfolio, good or bad, is small.The bigger lesson: when hype is at its highest, expected returns tend to be at their lowest. Staying broadly diversified, keeping costs low, and not chasing shiny objects continues to be the prudent approach - and if you do want a lottery ticket, be honest about what it is and size it accordingly.Related Episodes:Ep 134: The Case for Index Funds – Why Optometrists Should Embrace Passive InvestingEp 135: Beyond Indexing – An Optometrist's Guide to Factor-Based InvestingEp 58: Investing Fundamentals – Understanding Stocks, Bonds, Mutual Funds, and ETFsEp 153: How to Invest Tax-Efficiently and Keep More of Your Returns (After-tax)Resources for OptometristsLoughran & Ritter (1995), "The New Issues Puzzle" — Journal of FinanceDimensional Fund Advisors (2019), "What to Know About IPOs" research studyDimensional Fund Advisors 2025 video: Do IPOs Have a Place in Your Portfolio?Jay Ritter's Long-Run Returns on IPOs (University of Florida)2025: Primary Capital Market Transactions and Index FundsCullen Roche's Article: Three Things – 100s, SpaceX, & IndexingWant a more proactive approach to your planning?You can schedule a no-commitment introductory call to discuss what's on your mind financially and learn how we help optometrists navigate those same decisions nationwide.

Gus Munoz-Castro reveals why 90% of ISA hires fail — and how real estate investors can use AI to train callers, scale lead gen, and close more deals.Full DescriptionIn this episode of RealDealChat, Jack Hoss sits down with Gustavo Munoz-Castro of Power ISA to break down how real estate investors can build high-performing calling teams, use AI the right way, and stop wasting money on lead gen strategies that don't convert.Gus has been in the ISA and virtual assistant space for over five years and shares what's actually working right now in today's market.Topics covered:Why 90% of ISA success or failure is determined before you ever hire someoneHow AI voice agents are being used to train callers instead of replace themThe 10X coaching efficiency unlock: feedback sessions with 5-10 people in the time it used to take for oneWhy cold calling, mailers, and driving for dollars still work better than everThe real problem with Google Pay Per Click for real estate investorsHow to build a lead gen system before you add any leverageWhat the 45X ROI calling case study looked like in practiceThe "3 motivated sellers a day" rule and why it compoundsHow to script calls: intro and close from memory, bullet points for everything elseWhy genuine curiosity and rapport are the two things you can't train aroundIf you are trying to scale your acquisitions, this episode cuts through the AI hype and gives you a clear framework for building the systems and the team to back it up.

The latest Federal Budget has rattled many Australian investors - but what does it actually mean for share traders, investors, and people building wealth through the markets?In this important episode of Talking Trading, Louise Bedford sits down with financial experts Brenton Ellis and Claire Williams from The Gild Group to unpack the tax changes, superannuation strategies, and hidden financial traps that could significantly affect Australian investors.If you trade shares, invest in ETFs, manage your own super, or want to build wealth more intelligently, this episode could save you from making expensive assumptions.The Budget headlines have created uncertainty, but inside changing rules often sit new opportunities.Louise, Brenton, and Claire break down what really matters for ASX traders, Australian investors, and sharemarket participants, including how tax changes may affect active traders versus long-term investors.In this episode, you'll learn:What the latest Federal Budget means for Australian share tradersWhy the proposed capital gains tax changes could affect active stock pickersHow ETFs may become relatively more attractive under changing tax rulesThe difference between trading and investing - and why it matters for taxCommon mistakes Australians make when speculating versus investing3 overlooked superannuation strategies that could improve retirement outcomesHow gifting rules can impact your legacy planningWhat pension phase flexibility means for investorsHow re-contribution strategies can help reduce tax for beneficiariesPractical ways to structure wealth more efficientlyIf superannuation feels like it's written in a foreign language, this episode cuts through the gobbledegook and gives you practical clarity.Whether you're building wealth in the Australian sharemarket, planning retirement, or simply trying to avoid costly mistakes, this conversation delivers practical financial insight.About our guests:Brenton Ellis is a Director at The Gild Group and an experienced financial strategist with deep expertise in trading, tax, wealth management, and investment strategy.Claire Williams is Managing Director of Wealth at The Gild Group, specialising in superannuation, estate planning, investments, insurance, and retirement strategy.Connect with The Gild Group:Website: https://thegildgroup.com/Claire LinkedIn: https://www.linkedin.com/in/claire-williams-6230351/Brenton LinkedIn: https://www.linkedin.com/in/brentonellis/If you're interested in ASX trading, Australian sharemarket investing, superannuation strategies, retirement planning, or trading in Australia, this episode is worth your time.-------------------------------------------------Serious about getting the trading results you deserve?If you're serious about getting the trading results you deserve, don't leave it to chance. Head over to tradinggame.com.au and grab your free trading plan template. It's going to help you trade with confidence. Make today the day you step up. Louise Bedford is a best-selling author of six sharemarket books, host of the Talking Trading podcast, and founder of TradingGame.com.au, one of Australia's leading trading education communities.For over 30 years she has helped traders master trading the Australian sharemarket, technical analysis, and trading psychology so they can build long-term financial independence.www.tradinggame.com.au www.talkingtrading.com.au.FacebookYouTube TwitterLinkedIn

Brent Kochuba of SpotGamma joins Jack Forehand for the May 2026 OPEX Effect to break down what options positioning is saying after a massive AI and semiconductor-led market rally. They discuss SPX call volume, zero DTE options, dealer gamma, VIX expiration, NVIDIA earnings, oil risk, AI CapEx, and why options flows may help explain both the market's recent melt-up and the potential for a volatility shift after OPEX.Guest LinksBrent Kochuba on Xhttps://x.com/spotgammaSpotGammahttps://spotgamma.com/Topics CoveredWhy the market has ignored oil shocks and geopolitical risk while AI earnings dominate investor attentionHow AI CapEx, semiconductors and mega-cap tech have driven a powerful melt-up in stocksWhy options volume and zero DTE trading are increasingly important for all investorsHow dealer hedging, delta and gamma can affect stock market movesWhy options expiration can create short-term turning points in markets and volatilityWhat the May OPEX setup says about call-heavy positioning in the S&P 500Why single-stock options activity in NVIDIA, Tesla, Apple, Amazon and AI-related names mattersHow record SPX call volume is being driven by short-dated options flowsWhy Brent is watching VIX expiration, NVIDIA earnings and May 19 to May 20 for volatility expansionWhat oil, VIX, correlation and dispersion are signaling about market riskTimestamps00:00 Intro: SPX call volume, call-heavy positioning and transient options flows00:57 Are we in melt-up mode?05:29 AI, UFOs and how fast market narratives are changing09:00 Why options flows matter more for everyday investors13:39 Could SpaceX become the next huge options market?16:00 How dealer hedging, delta and gamma move through the market20:44 Why OPEX can become a turning point for stocks and volatility23:22 Why May OPEX is so call heavy28:07 The market rally into May expiration33:00 AI rebranding, meme behavior and downside headline risk36:07 Reviewing last month's oil and volatility setup40:17 How the war flipped market leadership back to tech44:13 Dealer gamma support in the S&P 50049:19 Single-stock gamma in NVIDIA, Tesla, Apple and Amazon51:06 Record SPX call volume and the role of zero DTE54:55 Semiconductor, AI and memory call volume57:50 From bearish positioning to peak-bull dispersion59:22 Oil, the S&P 500 and changing correlations01:03:06 COR1M, dispersion risk and when Brent considers hedging01:04:57 Brent's key takeaways for May OPEX and volatility expansion

Let Us Know What You Thought Of The Episode If your rental property numbers look good on paper but feel tight in real life, this episode is going to hit home.Michael Ponte breaks down one of the most overlooked profit drains in real estate investing—maintenance. It's not flashy, but it's often the reason your cash flow isn't where you thought it would be.This episode gets into the real reason investors feel squeezed month after month. It's not always bad deals or difficult tenants—it's the hidden cost of running in reactive mode. Emergency repairs, last-minute contractor calls, and surprise breakdowns add up fast and eat into your rental income.Here's what you'll get from this episode:Why poor maintenance planning quietly destroys rental property cash flowThe true cost of “reactive landlord mode” (and how to avoid it)A simple, practical maintenance system built for real estate investorsHow to create a property inventory so nothing catches you off guardKey appliance and system lifespans every landlord should knowSmart ways to forecast upcoming expenses before they hitHow to set up a repair reserve fund that actually protects your profitsThere's also a free bonus for listeners—a Savvy Maintenance Checklist packed with a seasonal inspection guide and a 10-point landlord watchlist. It's designed to be something you'll actually use, not just download and forget.Text “Checklist” to 855-499-2495 to get your copy.If you're serious about improving rental property cash flow, reducing unexpected expenses, and running your portfolio like a business, this episode is worth your time.Learn More About Our Trusted Partner - Green MortgageGreen Mortgage has been specializing in working with real estate investors since 2008. 80% of Green Mortgages' clients are investors, and Green Mortgage has funded over $1Billion in mortgages over its lifespan.Would you like to learn more? Visit: https://thesavvyinvestor.ca/green-mortgage-team/ Savvy Investor Links:Website: https://thesavvyinvestor.ca Instagram: https://www.instagram.com/savvy_investors   YouTube: https://www.youtube.com/@thesavvyinvestorJoin our Savvy Squad Community for 14 Days Absolutely FREE! https://thesavvyinvestor.ca/joinDisclaimer: The views and advice expressed on this podcast are those of the participants and do not necessarily reflect the opinions or beliefs of the podcast host or affiliated parties. The content is for entertainment purposes only and should not be considered as professional financial, legal, or investment advice. Listeners are encouraged to conduct their own research and consult with qualified professionals before making any financial decisions. The podcast host and producers are not responsible for any actions taken based on the information provided.

Michael Silverman reveals why most investment properties are underinsured — and the liability gaps that could cost investors everything.In this episode of RealDealChat, Jack Hoss sits down with Michael Silverman of Silver Lining Insurance Agency (slia.agency) — third-generation insurance broker with nearly 40 years of experience — to break down the insurance blind spots most real estate investors don't know they have.Michael covers:Why liability coverage is the #1 most overlooked protection for investorsHow building replacement costs have skyrocketed — and why outdated policies leave you exposedThe water leak detection system that saves investors thousands annually in premiumsA real claim story: a $1.6M policy that needed to be $2.9M — and a $5M+ total loss that was fully coveredWhat security cameras and smart systems can do for your insurance costsThe difference between market value and replacement value (and why it matters for your policy)How to review your coverage the right way — starting with one action you can take this weekWhat 9/11 changed about commercial insurance (terrorism coverage and what's required)Why insurance companies actually want to pay claims — and the real reason they sometimes don'tThis conversation is essential for:Real estate investors with one or more rental propertiesProperty managers overseeing commercial or mixed-use buildingsNew investors setting up their first policyAnyone who hasn't reviewed their coverage in the past 12–24 monthsIf a building burned to the ground tomorrow, would your policy actually cover a rebuild?

This week we welcome Jussi Askola – Finnish-born REIT specialist, founder of Lundberg Capital, and author of The REIT Advantage – to Dividend Talk. Jussi runs one of the largest paid REIT investor communities online, High Yield Landlord, and advises family offices and institutional investors on REIT strategy.We dig into the current wave of private equity M&A sweeping the REIT sector, why management quality is Jussi's first and most important filter, how European REITs compare to their US counterparts, and what the five-year outlook for the sector looks like from someone with half their net worth in real estate investment trusts.Topics covered:Why REITs have been in a bear market for four years – and why that matters for value investorsHow to spot conflicted management before it destroys your returnsInternal vs. externally managed REITs and what to look forThe case for REITs over private real estate (including the leverage misconception)European REITs: opportunities, risks, and empire-building management teamsSpecific stock views: Camden, Rexford, EPR, Primary Health, Shurgard, HASI and moreResidential REITs as the next turnaround play for 2027Join us :Jussi's Newsletter - ⁠High Yield Landlord | Jussi Askola, CFA | SubstackFacebook Community - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Dividend Talk Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Discord group - ⁠⁠⁠⁠https://discord.gg/nJyt9KWAB5⁠⁠⁠⁠Follow us: Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Become a Premium Member for just 129 Euros a year: ⁠⁠⁠https://dividendtalk.eu⁠⁠⁠Disclaimer: Educational content only. Not financial advice.

Dru Wischhover breaks down what title insurance actually covers, the fraud patterns targeting investors, and what kills deals at the closing table.In this episode of RealDealChat, Jack Hoss sits down with Dru Wischhover, owner of a boutique title company and development firm, to pull back the curtain on one of the most misunderstood parts of real estate investing — title insurance.Dru covers:The difference between an owner's policy and a lender's policy — and why investors often skip the wrong oneWhy title insurance covers the past, not the future (and why that matters)Two real fraud cases: a deceased man's signature forged on a deed and a $275K property sold out from under an elderly widowThe $500,000 bounced cashier's check that cost Dru clients and a builder relationshipWhy rush closings are a red flag — and what to look forHow assumptions, novations, and stacked assignments actually work from the title sideWhat wholesalers get wrong about disclosure at closingThe three things every investor should do to ensure a smooth closeWhy Dru includes attorney access in his title work — and how that protects investorsHow he's expanding into Indiana and what the scale-up bottleneck taught himHis Heroes Helping Heroes nonprofit launching in 2026This episode is for:Wholesalers, flippers, and buy-and-hold investors who want to close cleanInvestors who've been burned by a deal falling apart at the tableAnyone who's ever wondered what a title company actually does for them

In this episode, Angel sits down with real estate investor and capital raising expert Ruben Greth to discuss the critical role of raising capital in real estate investing. Ruben shares his journey from raising funds for small multifamily properties after the 2008 financial crisis to becoming a GP and launching large real estate projects.The conversation dives into how investors can build networks, develop credibility, and create systems that attract investors over time. If you want to understand how relationships, branding, and strategy come together to fund deals, this episode offers valuable insight into the world of capital raising.Topics CoveredRuben Greth's path from small multifamily investments to large scale syndicationHow the 2008 financial crisis created opportunities for investorsThe fundamentals of multifamily syndication and capital raisingWhy building a strong investor network takes time and consistencyThe role of branding, marketing, and communication in attracting investorsHow co GP partnerships can help accelerate deal momentumDifferent ways investors can raise capital including funds and partnershipsThe importance of defining your investor avatar and targeted messagingPlatforms that help establish authority such as podcasts, newsletters, and meetupsWhy collaboration and partnerships are essential for scaling in real estateQuotes“Building a network of investors doesn't happen overnight. It comes from consistent communication, branding, and building trust over time.”“One of the fastest ways to gain momentum in real estate is partnering with people who already have the experience and network you are trying to build.”Connect with Ruben: https://www.linkedin.com/in/rubengreth/Connect with Angel: https://www.linkedin.com/in/angel-williams-re/

Are the tax benefits of bonus depreciation and real estate investing really as powerful as they're advertised? In this episode, Mark J. Kohler and Mat Sorensen break down the truth behind the popular tax strategy that many investors believe will dramatically reduce their taxes. The reality may surprise you.Using real examples, they explain how depreciation, cost segregation, and passive losses actually work — and why many investors misunderstand how those losses can (or cannot) offset income from a business or W-2 job. You'll learn the difference between passive and active losses, why many tax pitches exaggerate the benefits, and how strategies like the self-rental rule, material participation tests, and the short-term rental loophole can legitimately change the outcome.If you're considering a real estate investment mainly for the tax benefits, this discussion will help you evaluate the opportunity the right way. Taxes can enhance a good investment — but they should never be the only reason to make one. Don't forget to like, subscribe, and share this with other entrepreneurs and investors who want smarter tax strategies!You'll learn:The truth about bonus depreciation and why many investors misunderstand how it actually saves taxesHow real estate depreciation works and why it doesn't always offset your W-2 or business incomeThe difference between passive losses and active income (and why it matters)Why investing purely for tax write-offs can actually cost you moneyHow cost segregation accelerates depreciation in real estate dealsThe self-rental rule and how it can legally offset business incomeWhen short-term rentals can unlock tax benefits that long-term rentals cannotThe material participation tests and why they determine whether losses countWhy some investment pitches exaggerate tax benefits to attract investorsHow to evaluate whether a “tax-saving investment” actually makes financial senseGet a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!! Here's the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp612-the-truth-about-bonus-depreciation Grab my eBook 30 Unique Strategies Every Business Owner Should Know! You don't want to miss this! Secure your tickets for the #1 Event For Small Business Owners On Main Street America: Main Street 360 Looking to connect with a rock star law firm? KKOS is only a click away! Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute discovery call to explore the Main Street Tax Pro Certification. Check out our YOUTUBE Channel Here: https://www.youtube.com/markjkohler Craving more content? Check out my Instagram!

 If you're learning ASX trading or sharemarket investing in Australia, one of the biggest questions beginners face is how to trade like a professional.Many beginners think sitting on the sidelines is safe.But in the sharemarket, the cost of doing nothing can quietly destroy your wealth. Inflation erodes savings, opportunities pass by, and uncertainty keeps people from getting started.In this episode of Talking Trading, Louise Bedford explains the difference between trading and investing, and how beginners can approach the Australian sharemarket and ASX trading with clarity, structure, and sensible risk management.You'll learn:The key difference between trading and investing in the sharemarketWhy risk management matters for both traders and investorsHow stop losses can help protect long-term portfoliosWhy weekly charts help investors stay informed without constant screen timePractical principles for building a diversified portfolio of quality companiesIf you want to invest with confidence, protect your capital, and develop a repeatable approach to building wealth in the Australian sharemarket, this episode will give you a clear starting point.-------------------------------------------------Louise Bedford is a best-selling author of six sharemarket books, host of the Talking Trading podcast, and founder of TradingGame.com.au, one of Australia's leading trading education communities. For over 30 years she has helped traders master trading the Australian sharemarket, technical analysis, and trading psychology so they can build long-term financial independence. www.tradinggame.com.au www.talkingtrading.com.au.FacebookYouTube TwitterLinkedIn

Should you take the tax deduction today… or build tax-free wealth for tomorrow? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down the Roth vs. Traditional IRA debate and explain why the “lower tax bracket in retirement” argument doesn't always hold up in the real world.They walk through the math, the mindset, and the long-term strategy behind both options — including inheritance planning, self-directing for higher returns, tax rate uncertainty, flexibility in retirement, and why most entrepreneurs don't actually earn less in retirement. You'll also learn how the backdoor Roth IRA works for high-income earners and how to use creative tax strategies to offset Roth conversions.If you're rushing to make a last-minute IRA contribution before the tax deadline, this episode could change your decision. Make sure you understand the long-term consequences before chasing a short-term deduction!You'll learn:The real difference between a Roth IRA and a Traditional IRA — and why the math isn't the whole storyWhy the “you'll be in a lower tax bracket in retirement” argument often fails for entrepreneurs and investorsHow paying taxes on the seed vs. the harvest dramatically impacts long-term wealthWhy a Roth IRA can be the most powerful asset to leave to your kidsHow high-income earners can legally use the backdoor Roth IRA strategyWhen a Traditional IRA might still make sense — and how to use both strategicallyHow to create offsetting tax strategies to fund a Roth without increasing your tax burdenWhy contributing early (not just before the deadline) can significantly increase long-term returnsGet a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!! Here's the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp609-traditional-vs-roth-ira Grab my eBook 30 Unique Strategies Every Business Owner Should Know! You don't want to miss this! Secure your tickets for the #1 Event For Small Business Owners On Main Street America: Main Street 360 Looking to connect with a rock star law firm? KKOS is only a click away! Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute discovery call to explore the Main Street Tax Pro Certification. Check out our YOUTUBE Channel Here: https://www.youtube.com/markjkohler Craving more content? Check out my Instagram!

In this episode of This Property Life, Nick is joined by Sarah to unpack one of the most talked-about stories in UK property right now — the idea that the housing market is “broken”, landlords are leaving in droves… and yet, millennials are becoming the fastest-growing group of new landlords.Following recent media coverage (including a Panorama episode and reporting in the Telegraph), we dig into what's really happening behind the headlines — and why the reality on the ground looks very different from the narrative being pushed.This is an honest, data-led conversation about where the UK property market is heading, who's still investing, and what today's investors need to understand if they want to succeed long-term.

In this episode of FP&A Unlocked, hosts Paul Barnhurst and Glenn Snyder sit down with Jeffrey Bernstein to explore how finance leaders can better communicate financial insights and influence decision-making across an organization. The conversation focuses on the gap between technical financial knowledge and the ability to clearly explain what the numbers actually mean to non-finance stakeholders.Jeffrey is a Senior Managing Director and Head of Capital Markets Advisory at Riveron, a leading advisor to the Office of the CFO and Private Equity. Early in his career, Jeff was a Managing Director at Goldman Sachs, where he helped execute IPOs in the technology sector for over a decade. Afterward, he spent more than 15 years as a portfolio manager investing in disruptive public and private companies. For the last eight years, Jeff has served as a trusted strategic advisor to pre-IPO companies, guiding them toward successful public exits.Expect to Learn:Why finance professionals play a crucial role in the IPO processHow to prepare a company financially for a successful public listingThe importance of building financial trust with public investorsHow to evaluate the readiness of your financial systems and team for the IPO processHere are a few relevant quotes from the episode:“The biggest change from private to public is transitioning from over-promising to under-promising and over-delivering.”- Jeff Bernstein“Financial integrity isn't just about the numbers; it's about being transparent, avoiding gimmicks, and sticking to metrics that have real meaning.”- Jeff BernsteinJeff shares valuable insights on the complexities of going public, managing quarterly earnings, and maintaining investor trust. He also discusses how FP&A teams can help steer the company through financial reporting, forecasting, and strategic decision-making post-IPO.Follow Jeffrey:LinkedIn - https://www.linkedin.com/in/jeff-bernstein-498a23158/Company - https://www.linkedin.com/company/riveron/Website - https://riveron.com/Follow Glenn:LinkedIn - https://www.linkedin.com/in/glenntsnyder/Earn Your CPE Credit For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.In Today's Episode[01:42] – Meet Jeff Bernstein[04:58] – Transitioning to Public Company[08:36] – The Role of FP&A in IPO[12:44] – Investor Trust and Forecasting[17:10] – Financial Integrity[21:58] – Preparing for the IPO Process[26:35] – Stress-Testing Forecasts[30:42] – Earning Investor Trust[34:18] – Organizational...

In this episode of our new show The 100 Year Thinkers, Chris Mayer and Robert Hagstrom explore how the words investors use quietly shape the decisions they make — often in destructive ways. From labels like “cheap,” “expensive,” and “compounder” to debates about valuation, concentration, and AI, the conversation digs into how language collapses uncertainty into false certainty. Drawing on general semantics, mental models, and decades of investing experience, they explain why confusing maps for reality leads investors astray — and how clearer thinking can change how you see markets, risk, and long-term returns.Topics discussed include:Why paying 30x earnings can be rational when return on invested capital stays highHow the word “is” smuggles hidden assumptions into investment decisionsThe difference between a company being a compounder and having compounded in the pastWhy valuation debates are really disagreements about time horizonThe “map vs. territory” problem in financial statements and market dataMarket concentration, index construction, and why benchmarks can mislead investorsHow language shapes narratives around value, growth, and riskAI investing, capital allocation, and separating durable businesses from hypeWhy many binary true-or-false questions are traps for investorsHow long-term investors think in decades, not quarters

Yuval Golan joins this week's episode to discuss the foreign buyer market and how agents can make the most of working with international buyers.Full Description / Show NotesYuval's history and career backgroundFounding Waltz and what the company doesCurrent state of foreign investing in the USWhy the US is a safe haven for global investorsHow foreigners view interest ratesTax benefits to investor clientsCities and states where international clients are investingHow agents can best work with foreign buyersTrends for 2026

Tune in as the team discusses:Why high interest rates hurt traditional real estate but barely affect land investorsHow paying cash and acting as the bank eliminates interest rate riskThe impact of expensive financing on flippers, landlords, and syndicatorsWhy motivated sellers increase when the economy tightensCreating demand by offering owner financing when banks won't lendBuilding passive income through land notes instead of leveraged debtHow simplicity and repeatability outperform complex real estate modelsWhy land investing thrives in both high-rate and low-rate environmentsThe long-term advantage of controlling price, terms, and buyer experienceTIP OF THE WEEKMark: When interest rates rise, focus on deals that don't rely on banks—land investing lets you control the terms and remove macro risk.Scott: Build a simple daily routine for your land business; consistency is the foundation of longevity and success.Jon: Don't wait for rates to change; land investing works in any rate environment because you're not dependent on traditional financing.WANT MORE?Enjoyed this episode? Dive into more episodes of AOPI to discover how to build real passive income through land investing.UNLOCK MORE FREE RESOURCES:Get instant access to my free training, a free copy of my Bestseller Dirt Rich Book, and exclusive bonuses to accelerate your land investing journey—it's all here: https://thelandgeek.ac-page.com/Podcast-Linktree."Isn't it time to create passive income so you can work where you want when you want, and with whomever you want?"

Catalytic capital is often described as concessional capital, sometimes accepting lower returns. But this framing overlooks what matters most. In practice, catalytic capital steps in first, absorbs the risk others can't, and makes institutional capital comfortable enough to follow.If you're involved in capital allocation, this matters because catalytic capital isn't about charity. It's about structuring risk so institutions can invest in assets they normally couldn't because of regulatory and rating rules.This episode focuses on how catalytic capital functions inside impact investing portfolios under real regulatory and balance-sheet constraints. It revisits key points from my earlier conversation with Yasemin Saltuk Lamy who built and scaled the Catalyst Portfolio at British International Investment from roughly £300 million to about £1.6 billion.Tune in to learn:Why who goes first matters more than how much capital goes inWhen catalytic capital actually crowds in institutional investorsHow credit enhancement changes regulatory eligibilityHow impact measurement shapes capital allocation decisionsWhy impact trades off with liquidity, not financial returnsFeatured guest: Yasemin Saltuk Lamy, Head of Investment Strategy for the Institutional Retirement division of Legal & General (L&G) and former Deputy CIO and Head of Asset Allocation and Capital Solutions at British International Investment (BII)Listen Next: Full conversation with Yasemin Saltuk LamyDiscover More from SRI360°:Explore all episodes of the SRI360° Podcast Sign up for the free weekly email update 

Private credit has become one of the most significant shifts in modern finance—quietly but rapidly reshaping how private companies access capital. Over the last decade, assets under management in the space have surged from roughly $500 billion to about $2 trillion, fueled by post-crisis regulation, a growing appetite for yield, and the rise of private equity. With headlines increasingly focused on “shadow banking,” retail access, and the long-term implications of private lenders replacing banks, the conversation around private credit has never been more timely.So, the core question is this: How did private credit grow so quickly, why does it matter now, and what does its rise mean for investors, lenders, and the broader financial system?In the third episode of our mini-series on the alternative asset market, Tuesdays with Morrisey host Adam Morrisey speaks with AB Private Credit Investors‘ President Brent Humphries and Managing Director Marc Cooper. As leaders within AllianceBernstein's $800 billion global investment platform, they break down what private credit is, why it has accelerated so dramatically, and how the industry is evolving as it enters its next phase of growth.Top TakeawaysPrivate credit has quietly become one of the biggest shifts in modern finance. It is now the primary way many private companies access capital, replacing what used to be a market run by the traditional banking system.The rise of private credit was largely created by regulation. After the financial crisis, new rules made it harder for banks to hold certain loans, and private lenders stepped in with faster, more flexible financing that met the needs of private equity and middle-market companies.Investors have been drawn to it because of its combination of yield, downside protection, and floating rates. It has delivered strong, steady returns without taking on other risks tied to interest rates, foreign currency, or market volatility.The big question now is where the risk sits. As more lending moves outside the regulated banking system, pension funds, insurance companies, and individuals hold a growing share of the credit exposure.Its next phase will include more retail access, more participation from insurers, and continued specialization among lenders. At the same time, AI is beginning to reshape underwriting, research, and operations, making investment teams faster and more efficient.Topics CoveredWhat “private credit” means and how direct lending worksHow bank regulation after 2008 shifted lending outside the traditional systemThe role of the unitranche structure in simplifying deal executionWhy private credit returns have attracted pensions, institutions, and high-net-worth investorsHow to evaluate private credit fund managers (track record, team retention, sector edge, platform model)Perceived risks and the “shadow banking” debateThe role of insurance capital and the rise of investment-grade private creditHow AI is influencing underwriting, research, and software-sector lendingFuture outlook for the next 5–10 years in private creditBrent Humphries is the President and a founding member of AB Private Credit Investors, where he oversees investment strategy, originations, underwriting, portfolio management, and investor relations for the firm's middle-market direct lending platform. He previously led Barclays Private Credit Partners and held senior roles at Goldman Sachs' Specialty Lending Group and the Texas Growth Fund, building deep expertise across private credit, direct lending, and middle-market private equity. Humphries, who began his career in leveraged finance with NationsBank and J.P. Morgan, holds a BBA in finance from the University of Oklahoma and an MBA from Harvard Business School.Marc Cooper is a Managing Director at AB Private Credit Investors, where he leads software-focused direct lending and tech capital solutions, building on nearly a decade of experience rising through the firm's investment ranks. His background spans structuring and underwriting secured lending solutions across software, healthcare, business services, and other middle-market sectors, with earlier roles at Fifth Street Asset Management and Prudential Capital Group providing deep experience in technology lending, private placements, and credit analysis. Cooper also serves as a board observer for multiple technology companies and brings a strong foundation in financial modeling, underwriting, and direct deal sourcing from his early investment banking and analyst roles.

In today's episode, I break down the Autumn Budget and what it really means for HMO landlords and property investors, with expert insight from mortgage specialist Ellie Broadhurst.After weeks of speculation and political noise, the budget has finally landed and while it wasn't as bad as many feared, it was still far from good news. We explore the key changes that affect landlords, what didn't happen (and why that matters), and the wider direction of travel for the property market. Most importantly, we discuss what you should be thinking about now to protect your portfolio and stay ahead in an increasingly challenging landscape.

Private credit has become one of the most significant shifts in modern finance—quietly but rapidly reshaping how private companies access capital. Over the last decade, assets under management in the space have surged from roughly $500 billion to about $2 trillion, fueled by post-crisis regulation, a growing appetite for yield, and the rise of private equity. With headlines increasingly focused on “shadow banking,” retail access, and the long-term implications of private lenders replacing banks, the conversation around private credit has never been more timely.So, the core question is this: How did private credit grow so quickly, why does it matter now, and what does its rise mean for investors, lenders, and the broader financial system?In the third episode of our mini-series on the alternative asset market, Tuesdays with Morrisey host Adam Morrisey speaks with AB Private Credit Investors‘ President Brent Humphries and Managing Director Marc Cooper. As leaders within AllianceBernstein's $800 billion global investment platform, they break down what private credit is, why it has accelerated so dramatically, and how the industry is evolving as it enters its next phase of growth.Top TakeawaysPrivate credit has quietly become one of the biggest shifts in modern finance. It is now the primary way many private companies access capital, replacing what used to be a market run by the traditional banking system.The rise of private credit was largely created by regulation. After the financial crisis, new rules made it harder for banks to hold certain loans, and private lenders stepped in with faster, more flexible financing that met the needs of private equity and middle-market companies.Investors have been drawn to it because of its combination of yield, downside protection, and floating rates. It has delivered strong, steady returns without taking on other risks tied to interest rates, foreign currency, or market volatility.The big question now is where the risk sits. As more lending moves outside the regulated banking system, pension funds, insurance companies, and individuals hold a growing share of the credit exposure.Its next phase will include more retail access, more participation from insurers, and continued specialization among lenders. At the same time, AI is beginning to reshape underwriting, research, and operations, making investment teams faster and more efficient.Topics CoveredWhat “private credit” means and how direct lending worksHow bank regulation after 2008 shifted lending outside the traditional systemThe role of the unitranche structure in simplifying deal executionWhy private credit returns have attracted pensions, institutions, and high-net-worth investorsHow to evaluate private credit fund managers (track record, team retention, sector edge, platform model)Perceived risks and the “shadow banking” debateThe role of insurance capital and the rise of investment-grade private creditHow AI is influencing underwriting, research, and software-sector lendingFuture outlook for the next 5–10 years in private creditBrent Humphries is the President and a founding member of AB Private Credit Investors, where he oversees investment strategy, originations, underwriting, portfolio management, and investor relations for the firm's middle-market direct lending platform. He previously led Barclays Private Credit Partners and held senior roles at Goldman Sachs' Specialty Lending Group and the Texas Growth Fund, building deep expertise across private credit, direct lending, and middle-market private equity. Humphries, who began his career in leveraged finance with NationsBank and J.P. Morgan, holds a BBA in finance from the University of Oklahoma and an MBA from Harvard Business School.Marc Cooper is a Managing Director at AB Private Credit Investors, where he leads software-focused direct lending and tech capital solutions, building on nearly a decade of experience rising through the firm's investment ranks. His background spans structuring and underwriting secured lending solutions across software, healthcare, business services, and other middle-market sectors, with earlier roles at Fifth Street Asset Management and Prudential Capital Group providing deep experience in technology lending, private placements, and credit analysis. Cooper also serves as a board observer for multiple technology companies and brings a strong foundation in financial modeling, underwriting, and direct deal sourcing from his early investment banking and analyst roles.

Shawn Owen from Salt Lending explains how blockchain and AI are reshaping real estate lending, collateral, and the future of global financial systems.In this episode of RealDealChat, Jack Hoss interviews Shawn Owen, founder and CEO of Salt Lending, to discuss how Bitcoin, blockchain, and artificial intelligence are changing the way we think about money, lending, and real estate.Shawn shares his story of discovering Bitcoin in 2011, how it redefined his understanding of wealth, and how Salt Lending bridges crypto and traditional collateralized lending. From crypto-backed loans to AI automation, Shawn explains how these innovations will soon affect property title transfers, liquidity, and even how entrepreneurs build businesses.You'll learn:What Bitcoin and blockchain really are in plain EnglishHow blockchain lending compares to real estate collateralHow Salt Lending raised $124M in crypto-backed loansWhy Bitcoin's volatility is misunderstoodHow real estate and Bitcoin will merge in the next decadeWhat smart contracts mean for real estate investorsHow regulation is evolving in crypto and blockchainWhy AI + blockchain could reinvent every major industryThe rise of “one-person billion-dollar companies” powered by AI

In this episode, Paul dives into one of the most important themes in long-term investing: staying the course, even when individual asset classes deliver unexpected short-term results. Whether you're a seasoned DIY investor or still building confidence, Paul shares timely lessons to help you make better decisions—and support others who rely on your guidance.Paul also previews his upcoming presentation for the AAII Puget Sound Chapter, where he'll take one of the deepest dives yet into Daryl Balls' latest quilt charts, the Sound Investing portfolios, and the vital differences between traditional and non-traditional index funds. You'll hear Paul discuss insights from two of the industry's leading “truth tellers”:• Jim Dahle (The White Coat Investor) and his Bogleheads presentation on reasonable vs. unreasonable portfolios• Dr. Bill Bernstein, and why staying disciplined may be investors' greatest lifelong challengeAlong the way, Paul reviews 10-month, year-to-date performance for the Best-in-Class ETF portfolios—including the 10-fund, 4-fund, and 2-fund strategies—and explains why the surprising 2025 return patterns are completely normal.Key topics include:Why some equity asset classes “disappoint” this year—and why that's expectedThe resurgence of international value, small international, and emerging marketsHow Chris Pedersen's 4-Fund Worldwide strategy kept pace with the 10-FundThe powerful role of non-traditional index funds (DFA & Avantis)Why small-cap value's recent struggles shouldn't discourage long-term investorsHow to access DFA-style factor premiums through today's ETFsThe importance of keeping an investing approach simple, reasonable, and durableWhy staying the course—not forecasting—is the true key to long-term successPaul also shares personal updates about moving back to Bainbridge Island and reflects on what it means to serve a community of dedicated DIY investors.If you know someone who would benefit from this work, please share this episode. And don't miss the links in the show notes—including Jim Dahle's video, portfolio references, quilt charts, and upcoming AAII registration details.Thank you for listening—and all the best to you and your family.

Want to invest in real estate without getting that 2 A.M. tenant call? In this throwback episode, Chris Craddock interviews Anthony Scandariato, co-founder of Red Knight Properties, to break down how syndications work—and why they're a powerful path to passive income.Anthony shares how he went from flipping two-family homes to building a $40M portfolio through strategic investments and partnerships. Whether you're a full-time agent, part-time investor, or looking to escape your 9–5, this episode shows you how to invest smarter, scale faster, and build long-term wealth.What You'll Learn:What real estate syndication is and how it worksWhy refinancing beats flipping (and how it creates tax-free returns)How Anthony scaled from side hustle to full-time investorThe BRRR strategy applied to apartment buildingsWhat to look for in a syndicator before you investHow agents can earn more by bringing deals to investorsHow to start investing passively with just $25KConnect with Anthony Scandariato:Website: RedKnightProperties.comLinkedIn: https://www.linkedin.com/in/anthonymscandariato/ Reach out to Chris:Facebook - https://www.facebook.com/ChrisCraddockBusiness/Instagram - https://www.instagram.com/craddrock/RESOURCES: 

We sit down with Stephen Snowden, manager of the Artemis Corporate Bond fund, to unpack the state of the bond market. He explores key concepts such as credit spreads, duration, and the relationship between corporate and government bonds, while examining how inflation and fiscal pressures are shaping yields today. The conversation also touches on how shorter bond maturities and improving corporate balance sheets have changed the credit landscape. With thoughtful analysis and practical examples, this interview helps investors understand how to navigate a “tight spread” environment and where potential opportunities may still exist within corporate bonds.What's covered in this episode: What a credit spread really means – and why it matters for bond investorsHow corporate bond yields compare to government giltsWhy today's tight spreads might not be as expensive as they appearThe impact of shorter bond maturities on risk and returnsHow corporate and household balance sheets have strengthened since the financial crisisThe relationship between credit spreads and equity market valuationsHow fund managers manage duration – and what that means for interest rate riskWhy long-dated gilt yields have risen despite rate cutsHow global government debt levels are influencing bond marketsWhy real yields are now looking more attractive for long-term investorsWhat to expect from corporate bond returns over the next 12 monthsWhy fixed income remains a compelling alternative to cash in a cooling inflation environmentMore about this fund: The Artemis Corporate Bond fund invests in investment grade corporate bonds, with some ability to allocate across the wider fixed income market. Stephen takes a long-term strategic and thematic view, but will also take advantage of short-term opportunities when they present themselves. Stephen and the team combine strong analysis of both the wider macroeconomic picture, and close examination of the fundamentals of corporate bonds, to produce a portfolio designed to weather any economic climate.Learn more on fundcalibre.comPlease remember, we've been discussing individual companies to bring investing to life for you. It's not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre's research methodology and are the opinion of FundCalibre's research team only.

Franchise expert Kim Daly explains how real estate investors can build scalable, semi-active businesses that create wealth, freedom, and long-term cash flow.In this episode of RealDealChat, Jack sits down with Kim Daly, founder of The Daly Coach and one of the top franchise consultants in the U.S., to talk about how real estate investors can use franchising to diversify their portfolios and create predictable, scalable income streams.Kim breaks down the “semi-active investor” model, explains why franchising is the bridge between entrepreneurship and investing, and shares how she's helped hundreds of people replace or supplement their income through business ownership.Here's what you'll learn in this conversation:How franchising helps real estate investors diversify income streamsThe difference between semi-active and passive business ownershipWhy franchising beats startups for scalability and systemsHow to align your skills and goals with the right franchiseCommon red flags when evaluating franchise opportunitiesFranchise categories thriving in 2025: home services, pets, wellness & senior careWhy your mindset determines success more than the brandWhat to expect in the discovery process & qualification stepsKim's favorite success stories from real investorsHow to get started and find the right franchise fit

Learn how cost segregation helps real estate investors save thousands in taxes. In this video, Gian Pazzia of KBKG breaks down how bonus depreciation, 1031 exchanges, and other real estate tax strategies can accelerate your wealth-building plan.In this episode of RealDealChat, Jack Hoss interviews Gian Pazzia, CCSP and President of KBKG — creators of CostSegregation.com — to uncover how investors use cost segregation studies to maximize deductions, reduce taxable income, and boost passive income from real estate.They cover when cost segregation makes sense, how to combine it with bonus depreciation, and why 1031 exchanges are still one of the best tools for scaling your real estate investing business.Key takeaways from this video:What is cost segregation and how it works for real estate investorsHow to save up to $40,000 in taxes using cost segregation studiesWhen to apply cost segregation vs a 1031 exchangeHow bonus depreciation impacts passive income strategiesThe truth about tax recapture and proactive planningWhy certified CCSP professionals matter for IRS compliance

Why are institutions pouring billions into an asset class others are doubting?In this episode of What's In Store, Chris Ressa and Karly Iacono break down one of the most resilient yet often misunderstood corners of commercial real estate: net lease. While headlines focus on retail closures or shifting tenant dynamics, the reality is that net lease portfolios are performing at an extraordinary level, with occupancy rates consistently between 98 and 99 percent. This asset class is attracting serious institutional capital, and its structure creates predictable long-term income streams, and replacement costs and tenant “stickiness” make these properties so durable.They also tackle misconceptions—explaining why recent cap rate movements and financing challenges haven't diminished the underlying value of well-located, freestanding real estate. With creative financing and strategic positioning, today's market offers investors a rare window to buy below replacement cost while securing stable returns. Whether you're an active investor, a retail real estate professional, or simply curious about how “mailbox money” really works, this episode delivers a clear-eyed look at why net lease is a powerful and timely opportunity.What you'll hear: Why net lease portfolios are maintaining 98–99% occupancyHow long-term leases provide durability and predictable incomeThe role of replacement cost in strengthening asset valueWhy tenant “stickiness” adds security to investmentsThe growing appetite from institutional investorsHow rising cap rates and high financing costs create opportunityStrategies for investors navigating today's marketChapters00:00 Introduction to Net Lease Opportunities03:01 Understanding Occupancy Rates in Net Lease REITs05:55 The Durability of Income in Net Lease Investments08:47 Institutional Interest in Net Lease Properties12:09 Market Trends and Future Predictions for Net Lease14:59 Investment Strategies in Net Lease Real Estate

Mikkel Thorup shares how he built an 8-figure global real estate portfolio, lives in 9 countries, and helps investors create offshore wealth strategies.In this episode of RealDealChat, Jack sits down with Mikkel Thorup, host of the Expat Money Show and founder of ExpatMoney.comMikkel shares his inspiring journey from being labeled with a “learning disability” and dropping out of school at 15, to traveling to 120+ countries, living in 9, and building an 8-figure international real estate portfolio.We cover:How to invest in pre-construction projects overseas for 30–50% appreciationWhy he prefers cash-based, expat-friendly markets like Panama & ParaguayThe risks and rewards of investing in Africa vs Latin AmericaHow to negotiate bulk deals with developers for better termsWhy Canada (and parts of the West) are “dumpster fires” for investorsHow to create a Plan B with offshore real estate, bank accounts & residenciesBuying property 100% in Bitcoin (including Panama's first BTC real estate deal)Why El Salvador, Paraguay & Argentina are emerging opportunitiesScaling with a family office model & property management partnersThe Expat Money Summit: October 10–12, 8,000+ attendees worldwide

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  Donald Trump just proposed ending quarterly earnings reports—a move we've been calling for over 30 years. In this episode:Why reporting every 3 months destroys long-term decision makingHow Sarbanes-Oxley, Dodd-Frank, and endless regulations crushed smaller firmsWhy fewer public companies mean higher prices for average investorsHow “regulatory capture” protects elites while punishing Main StreetThis is the kind of common-sense reform that could finally tilt the balance back toward real businesses and away from Wall Street's games.

In this thought-provoking episode of the Venture Capital Podcast, hosts Jon Bradshaw and Peter Harris take listeners deep inside the complex financial structures that define modern venture capital. The conversation centers around a critical observation in today's industry: most VC funds can now be classified as either "2% funds", large, brand-name firms prioritizing substantial management fees, or "20% funds", smaller, more performance-driven firms focused on carry and outsized returns.Peter breaks down the economic incentives behind each type, explaining how mega-funds like Andreessen Horowitz and Sequoia generate enormous management fees just by virtue of their size, while smaller funds must make riskier bets and actively chase exceptional outcomes to realize significant profits. The hosts explore the growing divide between these two models and discuss the challenges founders face in choosing the right VC partner.Jon and Peter debate the strategic trade-offs from a founder's perspective, including:The real benefits (and drawbacks) of working with large, brand-name funds versus smaller, scrappier onesHow the structure of a fund influences VC motivation, founder support, and board involvementThe evolving role of secondary markets, liquidity, and exit strategies for early-stage investorsHow asset manager dynamics and the influx of institutional capital driven by endowments and sovereign wealth funds are reshaping the VC landscapeThey also touch on trends like later-stage company scaling, the boom in private market investments, and the rise of secondary sales as an alternative to waiting for an IPO. Throughout the discussion, Jon and Peter offer candid insights and personal anecdotes, revealing the sometimes unseen incentives that drive behavior in venture capital.This episode is essential listening for founders weighing their funding options, as well as anyone curious about the changing face of the venture capital ecosystem.Follow the PodcastInstagram: https://www.instagram.com/venturecapitalfm/Twitter: https://twitter.com/vcpodcastfmLinkedIn: https://www.linkedin.com/company/venturecapitalfm/Spotify: https://open.spotify.com/show/7BQimY8NJ6cr617lqtRr7N?si=ftylo2qHQiCgmT9dfloD_g&nd=1&dlsi=7b868f1b72094351Apple: https://podcasts.apple.com/us/podcast/venture-capital/id1575351789Website: https://www.venturecapital.fm/Follow Jon BradshawLinkedIn: https://www.linkedin.com/in/mrbradshaw/Instagram: https://www.instagram.com/mrjonbradshaw/Twitter: https://twitter.com/mrjonbradshawFollow Peter HarrisLinkedIn: https://www.linkedin.com/in/peterharris1Twitter: https://twitter.com/thevcstudentInstagram: https://instagram.com/shodanpeteYoutube: https://www.youtube.com/@peterharris2812

Gary Cardone is a technology entrepreneur with ventures in energy and payments. A vocal Bitcoin advocate, he shares bold insights on long-term wealth, patience, and the future of digital assets for millennials.› https://x.com/garycardonePARTNERS

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featuredIn this episode of Watchdog on Wall Street, Chris breaks down the explosive rise in margin debt and the serious risks everyday investors are ignoring. Borrowing money to buy stocks may feel like a shortcut to wealth—but it's really a trap.Here's what you'll learn:Why FINRA's margin debt milestone should terrify retail investorsHow brokerages profit off your overconfidenceWhat happens when forced selling hits a fragile marketWhy Robinhood traders and TikTok investors are most at riskThis is not a drill. www.watchdogonwallstreet.com

Think there's only one way to invest in property? Think again.In this episode, we run through 13 different property investment strategies that Kiwis use – and we explain each one in 60 seconds or less. Whether you're brand new or already investing, there's likely a strategy here you haven't considered.You'll also hear how many of these strategies Andrew has personally used (hint: it's most of them).In this episode, you'll learn:The pros and cons of 13 popular property investment strategies in New ZealandWhich ones are better for passive investors vs. hands-on investorsHow to pick the right strategy based on your goals, budget, and timeAlso check out our article on property investment strategies NZ to dive deeper into each one.Don't forget to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠create your free Opes+ account here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.For more from Opes Partners:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for the weekly Private Property newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠

Welcome to another episode of the Life Changing Money podcast!This week I'm sitting down with real estate investor, speaker, and community builder Leka Devatha to talk about turning setbacks into multimillion-dollar success.From flipping her first home with zero construction experience (and losing $5K!) to now managing over 100 flips and 40 rental units, Leka shares her raw and real journey into real estate investing—and why it's still one of the most powerful ways to build generational wealth. If you've been sitting on the sidelines or unsure how to break into real estate, this episode will light a fire under you.In this episode, Leka shares:How she went from fashion merchandiser to full-time investor with 100+ flipsWhat really happened with her viral squatter story (stripper pole included)Why she still invests in Seattle despite tough landlord lawsHer HELOC-funded start and advice for first-time investorsHow she saves in taxes through 40 rental units and advanced strategies like cost segregation and 1031 exchangesWhy speed of implementation matters more than anything elseConnect with Leka:Follow her on Instagram & LinkedIn: @lekadevatha Join her Seattle-based meetup: Real Estate at Work

In this episode, Matt and Jack break down key insights from our interview with market strategist Jim Paulsen. Paulsen offers unique perspectives on how markets have evolved over his 40-year career, from the days when investors checked bank signs for daily Dow quotes to today's high-speed algorithmic trading environment.Key topics covered:Why traditional market valuation metrics may need updating for the modern eraA novel way to measure productivity through "profit per job" and its implications for market valuationsWhy Main Street confidence has remained low despite strong markets, and what this means for investorsHow the Federal Reserve's approach to communication and policy has transformedWhy traditional recession indicators failed in the recent cycleThe conversation features numerous "aha moments" where Paulsen reframes conventional market wisdom in enlightening new ways. His candid insights on what really drives markets and the limited role of policy makers challenge common assumptions about investing.The hosts also explore Paulsen's humble yet profound advice for investors: focus on not disrupting the core 90% of your portfolio while seeking opportunities for outperformance with the remaining 10%. This episode offers valuable perspective for both professional and retail investors trying to navigate today's complex market environment.

Finding real estate deals is the #1 challenge holding back Self-Directed IRA investors—but it doesn't have to be! In this episode, Mat sit's down with Shenoah Grove from Texas REIAs to share proven strategies for uncovering off-market opportunities.They discuss:Why traditional MLS listings aren't the best option for investorsHow to use the Notice of Substitute Trustee to get ahead of foreclosuresMarketing tactics to connect with motivated sellersThe mindset shift investors need to find deals confidentlyWhether you're new to real estate or an experienced investor looking for better strategies, this episode is packed with actionable insights!Learn more about Self-Directed IRA investing at DirectedIRA.comLearn 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/Connect 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 Being a Tax Advisor is a lucrative opportunity...Learn more about Mark's Main Street Tax Pros ...

Growth is the lifeblood of any property management business, yet many professionals struggle to find effective strategies to expand their rent roll and improve client relationships. In a competitive real estate market, staying ahead requires more than just hard work, it demands smart, data driven strategies. Whether you're a BDM, property manager, or real estate business owner, leveraging data can transform how you grow and manage your business. Understanding how to effectively use data can transform your approach, helping you stay relevant, grow your rent roll, and ultimately, achieve lasting success and in this episode we dive into exactly this!I chat with Kasey McDonald who is the Qld State Manager at Corelogic and we uncover how property managers and BDMs can leverage data to unlock new growth opportunities. With over 27 years of experience in the real estate industry, Kasey shares her journey, expertise in growth strategies, and practical ways to stand out in a competitive market ” I think the way that I've spoken to businesses about this report is to use it as an annual performance review or property review with your clients. Send them a meeting invite and say, I really would love to talk to you about how your property has performed. More importantly to gauge, and obtain your feedback on how you think we've done in managing your property for you in the last 12 months” . - Kasey McDonald We explore:Kasey's journey in the real estate industry and how she started on reception and worked her way up to becoming a leaderHow her passion for growth and implementing change has earned her respect in the industryHow RP data can drive growth from tenure reports, withdrawn and aged listings, and suburb insightsHow to collaborate with sales teams to utilise existing CRM data for prospectingHow to tailor communications to meet the specific needs of property owners and investorsHow to use investment property reports for annual property reviews, showcase equity opportunities, and build trust with landlordsHow to streamline operations by integrating RP Data with your CRM to ensure accurate, up to date information and actionable insightsHow to use heat mapping to identify what matters most to your prospects and tailor your approachConnect with Kasey McDonald https://www.linkedin.com/in/kasey-mcdonald-857a3337/?originalSubdomain=aukamcdonald-au@corelogic.comhttps://www.corelogic.com.au/https://www.facebook.com/corelogicaustralia/https://www.instagram.com/corelogicau/?hl=enKylie's ResourcesProperty Management Growth School: https://courses.thatpropertymum.com.au/TPM-BDMSchoolDigital Marketing School: https://courses.thatpropertymum.com.au/digitalschoolThat Property Mum Courses: https://www.thatpropertymum.com.au/courses/The PM...

While global climate movements highlight the urgency of the crisis, many are left wondering how to take meaningful, personal action. Climatize is changing that. With as little as $10, you can get started today investing in clean energy and get up to a 10% return on an investment that benefits more than your retirement account! (and we've got a special code to get you even more benefit - see below)Renewable energy projects often face significant funding barriers—particularly at the community level, where traditional financial systems fall short. And as an individual, you're usually required to be an accredited investor to even be considered as an investor in the funds that do help get these assets built. As an SEC-registered impact investing platform, Climatize allows anyone over 18 to invest directly into renewable energy projects. And with millions of dollars already invested with dozens of solar developers on the platform, Climatize is bridging the gap in clean energy financing in a unique and valuable way.Will Wiseman, co-founder and CEO of Climatize, made the Forbes 30 Under 30 list for social impact and is regularly cited in mainstream journals for his advocacy and innovation in the sector. With over a decade of experience in solar installation, project management, and financial structuring, Will has also directly contributed to building more than a dozen solar farms. His technical and financial expertise fuels the Climatize mission to make clean energy investments accessible, fill critical funding gaps, and turn everyday individuals into active participants in the energy transition. Beyond the accolades, I was genuinely impressed with how this young entrepreneur and his co-founder are building their business, quickly, and globally. You'll be rewarded by sticking through to the end to hear some of his recommendations for building culture that is growth-focused while staying fun and rewarding. It's inspiring to see how the next generation of clean energy leaders are stepping up to solve real-world problems with a tech and media-savvy approach.Expect to learn:How Climatize is democratizing retail renewable energy investingGreta Thunberg's surprising role in validating Climatize's early developmentHow Climatize bridges the "missing middle" for C&I and community solar fundingThe innovative strategies Climatize uses to build trust and engage first-time investorsHow crowdfunding regulations and FinTech advancements drive Climatize's successListen now to learn how you can turn small investments into meaningful climate action. Use code NICO25 for $25 toward your first Climatize investment!If you want to connect with today's guest, you'll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.Our Platinum Presenting Sponsor for SunCast is CPS America!SunCast is proudly supported by Trina Solar.You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.Remember, you can always find resources, learn more about today's guest and explore recommendations, book links, and more than 730 other founder stories and startup advice at

In this episode of the Building Wealth Through Commercial Real Estate Podcast, we sit down with Matthew Spagnolo from Colony Hills Capital, a seasoned real estate investment firm specializing in value-added multifamily properties in secondary markets since 2008. Matthew shares his expertise in structuring commercial real estate deals to maximize returns and offers a deep dive into the mechanics behind waterfall structures and syndication best practices.Topics Covered:Strategies for structuring deals to benefit both owners and passive investorsHow waterfall structures work and tips for effective equity syndicationDifferent types of debt and equity instruments in the commercial real estate spaceTune in for actionable insights from a commercial real estate pro that can help you elevate your investing game!

The Remaining Performance Obligation (RPO) metric has become a more standard metric that public company Wall Street analysts have started to follow closely to help evaluate the bookings growth of recurring revenue companies. CAC and Growth cover the following topics regarding RPO including: Why was the Remaining Performance Obligation createdWhat does the Remaining Performance Obligation (RPO) metric tell investorsHow is RPO calculatedThe difference between RPO and deferred revenueHow multi-year agreements impact both the RPO and Deferred Revenue calculationsIf you are interested in how public company analysts use the RPO metric or are just a student of the SaaS industry - this episode dives deep into an increasingly important SaaS investor metric!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Send us a textI'm excited to have Jenn Graham, founder and CEO of Inclusivv, on this final episode of the Investor Mindset Series. Inclusivv creates spaces for courageous conversations around inclusion and civility, and Jenn's passion for building community shines through.  Find out about her unique approach to networking—making real, meaningful connections instead of just transactional ones—and her journey navigating the ups and downs of fundraising as a female founder. Topics:How Jenn raised $2M by building real relationships and pitching bold, impact-driven visionsHow Jenn's reimagined networking goes beyond transactions and focuses on shared visions, deep conversations, and authentic connectionsThe secret to pitching with confidence—why leading with purpose resonates with investorsHow to handle rejection with grace, learn from it, and use clarifying questions to turn a “no” into future opportunitiesBuilding civil conversations in polarized environments and how curiosity plays a role in fostering inclusive communitiesWhy vulnerability is a superpower for female founders—it builds trust and forges deeper connectionsFor a full list of links and resources mentioned in this episode, click here.Connect with Christina on Instagram: @splendidconsulting>> Click here to get the free guide on meThink you've reached out to “everyone” in your network? Out of ideas to get noticed and get funded?  Generate leads for your nonprofit or social impact business: https://www.splendidcourses.com/prospect CLICK HERE TO REGISTERResources: Purpose & Profit Club™ Coaching Program [Get on the waitlist for bonuses] Instagram, LinkedIn, website Purpose and Profit Club weekly newsletter Bloomerang is the complete donor, volunteer, and fundraising management solution that helps thousands of small and medium-sized nonprofits deliver a better giving experience and create sustainable, thriving organizations. Combining robust, easy-to-use technology with people-powered support and training, Bloomerang empowers nonprofits to work efficiently, improve supporter relationships, and grow their donor and volunteer bases. Learn more at bloomerang.co. May contain affiliate links

Joe Zappa interviews his co-host, Eric Franchi, a general partner at the venture capital fund Aperiam, about how to become an investor. They cover: The difference between being an operator and a VCHow VCs decide which startups to fund What founders should expect from investorsHow to get into investingWhether non-professional investors should do angel investing

Many of us in the LGBTQ community were bullied as kids for being different. But few of us leverage those experiences as inspiration to launch a cookie company!Nicholas Naclerio turned to food for comfort when he was bullied for being gay. But when he turned 18, Nick got healthy and decided to use food as a form of self-expression and healing; to transform his pain into something good.Today, Nick is Founder and CEO at Mmmly, the good-for-you cookie brand that leverages nutrient-dense ingredients to make delicious, indulgent cookies with health benefits.On this episode of Queer Money, Nick joins us to describe how building Mmmly helped him heal from childhood trauma and share the creative aspects of building a business he loves most.Nick discusses how he used a combination of bootstrapping and investor money to fund Mmmly, explaining what it means that the ‘entrepreneur eats last' and how that can become a problem.Listen in for Nick's advice to other queer entrepreneurs and learn how to build a successful consumer brand—without losing yourself in the process!Topics Covered How Nick turned to food for comfort when he was bullied for being gayHow Nick's love of comfort food inspired his mission to create a healthy indulgenceWhat makes Mmmly the good-for-you cookie brand (and why other brands don't use healthier ingredients)How building Mmmly helped Nick heal from his childhood traumaWhat Nick loves most about the creative aspects of building a business What the recipe development process is like and how Nick knew when a cookie was ready for productionHow Nick used a combination of bootstrapping and investor money to fund MmmlyWhat it means that the ‘entrepreneur eats last' and how that can be a problemWhy Nick is merging Mmmly with another company and what that means for his investorsHow it works when a small consumer brand is on the shelves at a major retailerWhat Nick might have done differently to deal with narrow margins early onNick's advice for LGBTQ entrepreneurs on creating a network of support and not losing yourself in the process of building a companyFor the resources and to connect with our guests, get the show notes at: https://queermoneypodcast.com/subscribe Follow us:Queer Money Instagram Queer Money YouTubeQueer Money on TiktokDownload your FREE Queer Money Kickstarter a 9-step Guide to Kickstart Your Journey to Financial IndependenceMentioned in this episode:Click here to find out how to get financial help adopting children

This episode with Peter Neill explores the factors that make single-family and affordable housing powerful in the present real estate and economic situation. He clearly explains the need for providing high-quality yet cut-rate homes while giving value to investors, the significance of having communication skills in raising money, and his extensive knowledge of the housing market.Grasp a different approach to leveraging the potential of single-family investing by diving into this conversation!Key Points & Relevant TopicsHow Peter got introduced into the real estate space, his roles in the past, and his journey to building partnershipsWhat it's like to raise capital for a companyAttributes and abilities of a successful capital raiserThe importance of establishing proper communication and setting expectations with investorsHow real estate investing has changed over the years in terms of resources, options, and communicationThe current demand and state of single-family and Section 8 HousingWhy it makes sense to invest in affordable housing in today's marketWays to evaluate the market and housing supply and demandThe value of having patience, giving value, and asking for other people's help in real estateResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorAbout Peter NeillPeter Neill is the Co-Founder and Partner at GSP REI, a vertically integrated real estate investment company specializing in acquiring, developing, and managing single-family affordable and workforce rental housing. Peter has over 9 years of real estate investing and capital raising experience. He plays an active role in the management of the company and its various fund offerings. Peter is chiefly responsible for fulfilling the company's capital raising goals by marketing and communicating the company's private fund offerings and maintaining key relationships with the company's investors. Get in Touch with PeterWebsite: https://gsprei.com/ Email: pneill@gsprei.com Phone: 610 357-2330To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Whether you're someone living outside the US dreaming of achieving the American dream through real estate or just wanting to valuate your asset competitively, we've invited an appraisal expert, Mark MJ Jackson.In this episode, Mark presents the valuation system he created and its value for international investors, his proficiency and skills as an appraiser, and his continuous goal to serve people in the business while building generational wealth through his investments. Regardless if you're an investor, homebuyer, or seller, don't miss this conversation about one of the most significant aspects of your journey!Key Points & Relevant TopicsHow MJ got into real estate appraisal and what he offers to the industryA quick overview of MJ's book “Virtual Real Estate Investor Success Stories: Volume 1 and 2”Common reasons why it's hard for people to enter the real estate businessMJ's advantage being an appraiser while investing at the same timeImportant elements and things to look at when evaluating deals and assetsThe reason behind the creation of Investor Comps and its value for investorsHow comparables and data are created from a real estate appraiser's standpointThe easy and seamless investing process MJ provides for international investors to succeedWealth preservation, generational wealth, and building a legacyReal estate investing's power to serve people and create an impactWhy you should take action and buy real estate Resources & LinksTo get a FREE copy of MJ's book “Virtual Real Estate Investor Success Stories” Volume 1 and Volume 2, go to Amazon, leave a review, and take a screenshot of your review for both book versions!Entrusted: Building a Legacy That Lasts by Andrew L. Howell and David R. YorkApartment Syndication Due Diligence Checklist for Passive InvestorAbout Mark MJ JacksonWith over 20 years of experience in real estate, Mark Jackson, popularly known as MJ, has achieved remarkable success and solidified his position as an expert in the industry. MJ has become the go-to Valuation Specialist for people who want to achieve more in their real estate investing business.  One of MJ's most notable contributions to the real estate industry is the creation of InvestorComps. Understanding the need for accurate and up-to-date information and training, he developed a valuation system that provides investors with reliable data, market analysis, valuable insights, and training. Get in Touch with MJWebsite: https://themarkjackson.com/ / www.investorcomps.com/ Facebook: Mark Jackson (MJ)Instagram: @investorcompsYouTube: InvestorCompsLinkedIn: Mark JacksonTo Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

Three ETF experts discuss all things Bitcoin ETF, from record-high trading volumes to how the SEC botched the approval and roll-out process to brokerages blocking customer purchases. Listen to the episode on Apple Podcasts, Spotify, Fountain, Overcast, Podcast Addict, Pocket Casts, Pandora, Castbox, Google Podcasts, Amazon Music, or on your favorite podcast platform.Unless you've been living under a rock, you probably heard that spot Bitcoin ETFs were finally approved by the SEC this week. That set the stage for 11 such offerings from the likes of BlackRock, Fidelity, and ARK 21Shares to begin trading on Thursday. On this episode of Unchained, Nate Geraci, president of the ETF Store; Eric Balchunas, senior ETF analyst at Bloomberg Intelligence; and James Seyffart, research analyst at Bloomberg Intelligence discussed the initial record trading volumes, the mechanics of how the funds work, the botched roll-out process, the pointed commentary from SEC commissioners, the potential for future Ethereum spot ETFs and predictions for total inflows. Plus, they explain why brokerage firms like Vanguard, Merrill and others were blocking customer access to the ETFs.Show highlights:The initial impact and trading volumes on the launch day of the ETFsHow BlackRock's ETF, IBIT, had a lot of volume in pre-market and what that meansWhy Eric was surprised that BlackRock proceeded with a waiver for its ETF, but realized that it was “genius marketing”Whether there's a problem that ETFs don't trade 24/7, unlike BTC itselfWhy James says the spot ETFs are not going to have significant premiums or discounts to NAV What the percentage premium is and how it will play out with spot Bitcoin ETFsWhether the SEC will ever allow in-kind creation and redemptionWhy Nate and Eric believe that the SEC's denials of spot Bitcoin ETFs for a decade was “completely suboptimal” for retail investorsHow the SEC commissioners pointedly disagreed with each other in their comments and dissentsThe politics of the approval processWhether Ethereum spot ETFs will be approved nextWhy some big platforms and brokerages are not offering the spot Bitcoin ETFsHow RIAs will respond to the ETF and whether there's going to be mainstream adoption by advisorsThank you to our sponsors! Arbitrum Foundation | Popcorn Network | iTrustCapitalGuests: James Seyffart, Research analyst at Bloomberg IntelligencePrevious appearances on Unchained:Why Spot Bitcoin ETFs Are Likely to Finally Start Trading on ThursdayWhy the SEC May Want Cash Creation of Spot Bitcoin ETFsWhy It Looks Like BlackRock Could Win America's First Spot Bitcoin ETFWhy a Spot Bitcoin ETF Will Probably Launch No Later Than January 10Eric Balchunas, Senior ETF analyst at Bloomberg IntelligencePrevious appearances on Unchained:Why Spot Bitcoin ETFs Are Likely to Finally Start Trading on ThursdayWill a Spot Bitcoin ETF Finally Get Approved?Nate Geraci, President of The ETF StoreLinksPrevious coverage of Unchained on spot Bitcoin ETFs:The 4 Factors That Will Determine Which Spot Bitcoin ETFs Win Market ShareHow Much Money Will Flow Into Bitcoin ETFs? Here's One ProjectionThe Chopping Block: Are We Back? The ‘Low IQ' Response to the Potential Spot Bitcoin ETF-Unchained Podcast is Produced by Laura Shin Media, LLC. Distributed by CoinDesk. Senior Producer is Michele Musso and Executive Producer is Jared Schwartz. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

As we all dive headfirst into the exciting prospects of 2024, I've got something special to help you set the stage for a successful year in real estate investing.Are you feeling overwhelmed with the avalanche of advice on real estate investing? Do grand plans and complex strategies have you paralyzed rather than inspired? Our latest podcast episode is the antidote to your analysis paralysis.In this solo episode, I cut through the noise and lay out a straightforward, actionable plan for getting started in multifamily real estate. It's time to think smaller, not bigger, and I explain exactly why.In this episode, we discuss:Why starting small is the smartest way to enter the real estate game?The common misconceptions that paralyze new investorsHow to de-risk your first real estate investment?The importance of experience over immediate profits in your first dealWhy do people often struggle with where to start in real estate investing?Are you tired of competing with other buyers and waiting on brokers to send you deals? Want to learn exactly how you can find more discounted multifamily deals than you know what to do with? Click here to check out our Off-Market Multifamily Deals course, where we teach investors how to develop a robust pipeline of discounted, off-market multifamily deals in six weeks or less.Are you looking to invest in real estate, but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners provides investment opportunities to passive investors looking for the returns, stability, and tax benefits multifamily real estate offers, but without the work - join our investor club to be notified of future investment opportunities.Connect with Axel:Follow him on InstagramConnect with him on LinkedInSubscribe to our YouTube channelLearn more about Aligned Real Estate Partners

A commercial real estate crash is looking more and more likely in 2023. Rising interest rates, compressed cap rates, and new inventory about to hit the market is making commercial real estate, and multifamily more specifically, look as unattractive as ever to a real estate investor. But with so much money still thrown at multifamily investments, are everyday investors going to get caught up in all the hysteria? Or is this merely an overhyped crash that won't come to fruition for years to come?Scott Trench, CEO of BiggerPockets and host of the BiggerPockets Money Podcast, has had suspicions about the multifamily space since mortgage rates began to spike. Now, he's on the show to explain why a crash could happen, who it will affect, and what investors can do to prepare themselves. This is NOT a time to take on the high-stakes deals that were so prominent in 2020 and 2021. Scott gives his recommendations on what both passive and active investors can do to keep their wealth if and when a crash finally hits.But that's not all! We wouldn't be talking about multifamily without Andrew Cushman and Matt Faircloth, two large multifamily investors who have decades of experience in the space. Andrew and Matt take questions from two BiggerPockets mentees, Philip and Danny, a couple of California-based investors trying to scale their multifamily portfolios. If you want to get into multifamily the right way or dodge a lousy deal, stick around!In This Episode We Cover:The commercial real estate crash and bad news for high-interest rate investorsCap rate compression, rent stagnation, and red flags for the multifamily market Recommendations for both active and passive multifamily investorsHow to vet a real estate syndication deal when raising private capitalScaling from small to large multifamily and why the jump is easier than you thinkCash flow vs. appreciation and which is a better bet if valuations start to tankBalloon payments, adjustable-rate mortgages, and risky financing options putting new investors in a tough spotAnd So Much More!Links from the ShowFind an Investor-Friendly Real Estate AgentBiggerPockets Youtube ChannelBiggerPockets ForumsBiggerPockets Pro MembershipBiggerPockets BookstoreBiggerPockets BootcampsBiggerPockets PodcastBiggerPockets MerchListen to All Your Favorite BiggerPockets Podcasts in One PlaceLearn About Real Estate, The Housing Market, and Money Management with The BiggerPockets PodcastsGet More Deals Done with The BiggerPockets Investing ToolsFind a BiggerPockets Real Estate Meetup in Your AreaDavid's BiggerPockets ProfileDavid's InstagramDavid's YouTube ChannelUnderstanding Rental Property Depreciation—A Real Estate Investor's GuideHouse Hacking 101—What It Is and How to Get StartedYour Debt-to-Income Ratio Can Make or Break Your Investing CareerOn The Market Podcast 65 with Ben MillerOn The Market Podcast 71 with Brian BurkeBiggerPockets Real Estate Podcast 708BiggerPockets Real Estate Podcast 719Book Mentioned in the ShowThe Hands-Off Investor by Brian BurkeConnect with Andrew, Matt, Dave, and Scott:Andrew's BiggerPockets ProfileDave's BiggerPockets ProfileMatt's BiggerPockets ProfileScott's BiggerPockets ProfileClick here to check the full show notes: https://www.biggerpockets.com/blog/real-estate-721Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Check out our sponsor page!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.