Real Wealth Real Health: Recent Episodes
AdaPia d'Errico
Learn how top-tier entrepreneurs, executives, and professional investors build wealth and design a life of meaning, contribution, and impact. Join hosts AdaPia d'Errico and Daniel Cocca, principals of private equity firm Alpha Investing, for insightful conversations and actionable strategies to inspire your personal, professional, and financial journeys. The real question is: what is meaningful to you?
Ellevest CIO Sylvia Kwan talks about the results of the Women’s Financial Health Index and describes the shifts she’s seen in women’s investing habits, goals, and priorities Women are about to become the recipients of the greatest wealth transfer in history, and yet only 37% of women invest compared to 63% of men. In this episode, Ellevest CIO Sylvia Kwan reflects on some of the key findings in her company’s recent Women’s Financial Health Index. Sylvia also discusses the trends she’s noticed among women when it comes to values-aligned investing, and she explains how this shift will have major implications for the future of the financial services industry. Sylvia Kwan is the Chief Investment Officer at the woman-first financial company Ellevest. Dr. Kwan is a CFA charterholder with a PhD in engineering economic systems from Stanford and a BS in computer science and applied math from Brown. With more than 30 years of experience, she’s held positions at Charles Schwab and Financial Engines.
Key Insights:
Sylvia’s own journey as a woman in finance
The benefits of illiquid investments
Ellevest Women’s Financial Health Index findings
Impact investing is the future
Changing demographic values
Why community is vital for this movement
Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio
Guest Bio: Sylvia Kwan is the Chief Investment Officer at the woman-first financial company Ellevest. Dr. Kwan is a CFA charterholder with a PhD in engineering economic systems from Stanford and a BS in computer science and applied math from Brown. With more than 30 years of experience, she’s held positions at Charles Schwab and Financial Engines.
Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Ellevest Ellevest Women’s Financial Health Index Connect with Sylvia on LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
40-year CRE veteran Todd Weaver shares the strategies and mindsets he’s using to navigate our current market conditions. Whether you’re a first-time real estate investor or a seasoned professional, there’s always more to learn. In this episode, Todd Weaver discusses the commercial real estate landscape with an emphasis on the Los Angeles market as a leading indicator in real estate, and why investors should focus on their discount rate versus cap rate. He addresses frequently asked questions about the economic environment, interest rates, leverage, and duration amongst the important data points to consider when investing, and the types of assets he’s focused on right now. Todd is the founder of Synergy Commercial Real Estate, Inc., a faculty member at UCLA Extension, and an expert with nearly 40 years of real estate experience. In 1993 Todd D. Weaver founded Synergy Commercial Real Estate, Inc., a boutique firm specializing in investment brokerage. Todd is a licensed Real Estate Broker, licensed General Contractor, Certified Property Manager, and Certified Commercial Investment Member. Todd possesses over 30 years of experience in the business, with a background that includes developing and repositioning 5,000,000 square feet and successfully completing hundreds of complex commercial lease and sales transactions. Todd is a past president of the CCIM Greater Los Angeles Chapter, and an active member of the Institute of Real Estate Management and International Council of Shopping Centers. He is on faculty at UCLA Extension where he teaches finance and commercial real estate. Key Insights:
Continuing education can help your investing
Discount rate vs. cap rate
Are we in a recession?
The issue with negative leverage
Is retail back?
Invest like an optimist
Opportunities in today’s market
Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio
Guest Bio: In 1993 Todd D. Weaver founded Synergy Commercial Real Estate, Inc., a boutique firm specializing in investment brokerage. Mr. Weaver was born and raised in Los Angeles and attended the University of California at Santa Barbara where he earned his B.A. in 1981. Todd is a licensed Real Estate Broker, licensed General Contractor, Certified Property Manager (CPM), and Certified Commercial Investment Member (CCIM). Todd possesses over 30 years of experience in the business, with a background that includes developing and repositioning 5,000,000 square feet and successfully completing hundreds of complex commercial lease and sales transactions on behalf of developers, investors, financial institutions, and government agencies. Todd is a Past President of the CCIM Greater Los Angeles Chapter, and an active member of the Institute of Real Estate Management and International Council of Shopping Centers. Todd is on faculty at UCLA Extension where he teaches finance and commercial real estate.
Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Synergy Commercial Real Estate Email Todd UCLA Extension Learn more about your ad choices. Visit megaphone.fm/adchoices
40-year CRE veteran Todd Weaver shares the strategies and mindsets he’s using to navigate our current market conditions. Whether you’re a first-time real estate investor or a seasoned professional, there’s always more to learn. In this episode, Todd Weaver discusses the commercial real estate landscape with an emphasis on the Los Angeles market as a leading indicator in real estate, and why investors should focus on their discount rate versus cap rate. He addresses frequently asked questions about the economic environment, interest rates, leverage, and duration amongst the important data points to consider when investing, and the types of assets he’s focused on right now. Todd is the founder of Synergy Commercial Real Estate, Inc., a faculty member at UCLA Extension, and an expert with nearly 40 years of real estate experience. In 1993 Todd D. Weaver founded Synergy Commercial Real Estate, Inc., a boutique firm specializing in investment brokerage. Todd is a licensed Real Estate Broker, licensed General Contractor, Certified Property Manager, and Certified Commercial Investment Member. Todd possesses over 30 years of experience in the business, with a background that includes developing and repositioning 5,000,000 square feet and successfully completing hundreds of complex commercial lease and sales transactions. Todd is a past president of the CCIM Greater Los Angeles Chapter, and an active member of the Institute of Real Estate Management and International Council of Shopping Centers. He is on faculty at UCLA Extension where he teaches finance and commercial real estate. Key Insights:
Continuing education can help your investing
Discount rate vs. cap rate
Are we in a recession?
The issue with negative leverage
Is retail back?
Invest like an optimist
Opportunities in today’s market
Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio
Guest Bio: In 1993 Todd D. Weaver founded Synergy Commercial Real Estate, Inc., a boutique firm specializing in investment brokerage. Mr. Weaver was born and raised in Los Angeles and attended the University of California at Santa Barbara where he earned his B.A. in 1981. Todd is a licensed Real Estate Broker, licensed General Contractor, Certified Property Manager (CPM), and Certified Commercial Investment Member (CCIM). Todd possesses over 30 years of experience in the business, with a background that includes developing and repositioning 5,000,000 square feet and successfully completing hundreds of complex commercial lease and sales transactions on behalf of developers, investors, financial institutions, and government agencies. Todd is a Past President of the CCIM Greater Los Angeles Chapter, and an active member of the Institute of Real Estate Management and International Council of Shopping Centers. Todd is on faculty at UCLA Extension where he teaches finance and commercial real estate.
Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Synergy Commercial Real Estate Email Todd UCLA Extension Learn more about your ad choices. Visit megaphone.fm/adchoices
A multifamily real estate professional explains how viewing money as energy will allow you to find greater alignment between your investments and your life’s purpose. Vinki Loomba is the founder and CEO of Loomba Investment Group, a company dedicated to helping people build wealth through multifamily real estate investing. Vinki chose this career path after a spiritual awakening that showed her she could do more for her community by using all the knowledge she had gained through years of passive real estate investing. In this episode, Vinki shares her inspiring story of discovering her purpose, and she reflects on some of the ways our collective consciousness has shifted in recent years. Vinki also shares practical advice about finding investment opportunities in a variety of economic conditions, and she encourages listeners to move beyond a scarcity mindset. Vinki Loomba is a successful entrepreneur and strategist with a background in commercial real estate, information technology, and academia. She is a former IT professional and a professor who transitioned to full-time real estate investing. Vinki is an expert in strategic planning and management with a strong ability to connect the dots. With her unique combination of corporate and entrepreneurial experience, she is quite familiar with busy professionals’ distinct challenges. The goal of her work is to provide investors with the right knowledge to be able to make wise investing decisions aligned with their long-term financial goals in order to achieve financial success. Key Insights:
How real estate investing helped Vinki find her purpose
We attract like minded people
Investing as a path to freedom
The energy of money
Finding opportunities in any economic conditions
A scarcity mindset creates scarcity
Wealth is not money
Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio
Guest Bio: Vinki Loomba is the founder & CEO of Loomba Investment Group, a private equity/investment firm specialized in real estate syndications. Vinki is a successful entrepreneur and strategist with a background in commercial real estate, information technology, and academia. She is a former IT professional and a professor who transitioned to full-time real estate investing. Vinki is an expert in strategic planning and management with a strong ability to connect the dots. With her unique combination of corporate and entrepreneurial experience, she is quite familiar with busy professionals’ distinct challenges. The goal of her work is to provide investors with the right knowledge to be able to make wise investing decisions aligned with their long-term financial goals in order to achieve financial success. Driven by her mission to help and touch one million lives in a meaningful way, Vinki is best known for inspiring many in her circle. She strongly believes that with 100% focus and concentration you can transform any idea into reality.
Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Loomba Investment Group Connect with Vinki on LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
A serial entrepreneur explains why he’s focused on mitigating the “age of disasters” Lifeboat Ventures CEO and Managing Director Gopi Mattel believes we are now in the age of disasters. From natural disasters to economic crises to pandemics, Lifeboat Ventures is focused on solving problems through disaster impact mitigation startups. In this episode, Gopi provides a new framework for thinking about disasters and explains why the venture capital space is uniquely positioned to tackle these problems head on. He also breaks down the difference between venture funds and venture studios, and he explains how one of Lifeboat’s startups is addressing the California housing crisis. Gopi Mattel is a serial entrepreneur and the CEO and managing director of Lifeboat Ventures. He’s also the founder and CEO of CellarStone, Inc., a Silicon Valley-based company that provides solutions in the area of sales performance management. Gopi has decades of experience with starting and running businesses, and he’s spent more than 30 years in the technology and executive management space. Key Insights:
We are now in the age of disasters
Why venture?
Unique solutions to the housing crisis
What are B-Corporations?
Scarcity is a human concept
Venture studio vs. venture fund
Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio
Guest Bio:
Gopi Mattel is a serial entrepreneur and is the managing partner and CEO at Lifeboat Ventures, a venture studio for disaster impact mitigation startups. He’s also the Founder and CEO of CellarStone, Inc., a Silicon Valley-based company that provides solutions in the area of Sales Performance Management. Gopi is also the director of the Chennai, India chapter of the Founder Institute, which he launched. He has spent the past four years managing cohorts of startups, coaching numerous startups through the detailed steps from ideation to funding. Prior to Lifeboat Ventures and CellarStone, Gopi founded Motiva, Inc., a pioneering firm in the Sales Performance Management space, which was acquired by Siebel/Oracle. He has decades of deep and granular experience in all the various aspects of starting and running a business, and more than 30 years of experience in Technology and Executive Management. Gopi has implemented Sales Performance Management systems for companies such as Allied Signal Aerospace, Clorox, Milwaukee Electric Tool, Hill-Rom, Transamerica Capital, among others. He has held management positions at Citibank, FSB., and The Gap, Inc. He serves as an advisor for Pepperdine University Graziado Business School’s Most Fundable Companies program, and is a contributor to thestreet.com. Gopi holds a Bachelor of Science degree and University First Rank in Geography and Statistics from the University of Madras, Chennai, India.
Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Lifeboat Ventures ADU,Works Learn more about your ad choices. Visit megaphone.fm/adchoices
Checking in with a wealth advisor about planning for the future in our current economic climate. In seasons of economic uncertainty, it’s more important than ever to have a solid financial plan. In this episode, wealth advisor Jerry St-Cyr shares some of the most important considerations to keep in mind about retirement planning, long-term care insurance, and investing in today’s market. He also explains why he’s so passionate about helping women secure their financial independence, and he shares a preview of his upcoming book, WOMANITY! A Tribute to Women. Jerry St-Cyr is a wealth advisor with New York Life Insurance Company, where he focuses on retirement, financial, and legacy planning. Jerry previously worked as a financial advisor at Morgan Stanley and a global business leader in sales management, marketing, business development, and corporate negotiation. Jerry is also the author of two books, My Wine Guide (made simple) and WOMANITY! A Tribute to Women.
Key Insights:
Jerry’s perspective on our current economic situation
Why retirement planning needs to evolve
What to include in your financial plan
When to start investing in long-term care insurance
Investing in today’s market
Jerry’s new book and his efforts to celebrate women
Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Jerry St-Cyr is a wealth advisor with New York Life Insurance Company. Prior to this role, Jerry was a Financial Advisor for five years at Morgan Stanley focusing on retirement, financial and legacy planning for families in the Tri-State area. Prior to that, he was a multi-dimensional global business leader with executive-level sales management, marketing, business development and corporate negotiation experience in North and South America, Europe and Asia. Jerry still focuses on retirement, financial and legacy planning. His other areas of expertise lie in 401K and Defined Benefit plans. His target audiences include women, small business owners, doctors’ and lawyers’ offices, religious organizations and successful individuals and families in the Tri-State area. Jerry received his Bachelor's Degree in Commerce with a major in Marketing from McGill University in Montreal, Canada. He also studied Strategic Negotiations at Harvard, the Executive Development Program at the Wharton School of Business, International Project Management at IMD Business School in Switzerland and Finance and Leadership at the Singapore Institute of Management. Jerry is also an accomplished author of two books: My Wine Guide (made simple) and WOMANITY! A Tribute to Women.
Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com gmstcyr@comcast.net Learn more about your ad choices. Visit megaphone.fm/adchoices
Three Keys Investment Founder Julie Holly explains why it’s important to keep investing even when economic conditions seem less than ideal. It may seem prudent to hold off on investing in real estate in the midst of our current economic climate. Julie Holly argues that you can invest wisely no matter what’s happening in the markets, and if you don’t invest at all, you’re losing money. In this episode, Julie shares her perspective on the ways that rising interest rates are impacting investor behavior in both residential and multifamily real estate. She also explains how she’s continuing to find opportunities, overcoming fear and doubt, and she shares her best advice for staying grounded, becoming a more confident investor, and prioritizing the things that matter most to you. Julie Holly is the founder of Three Keys Investment, an organization that helps people find their freedom through multifamily real estate investing. She has invested in single family homes, house-hacked before it had a name, managed properties from 1,000 miles away, and passively invested in multifamily assets. Julie is also a high-performance coach and host of “The Conscious Investor” podcast, a show focused on supporting investors at every step of their journey. Key Insights:
The impact of rising interest rates on multifamily real estate
Understanding economic cycles
How to keep investing regardless of economic conditions
Building confidence as an investor
Julie’s tips for staying grounded
What it really means to have wealth
Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Julie Holly is the founder of Three Keys Investment, an organization that helps people find their freedom through multifamily real estate investing. She has invested in single family homes, house-hacked before it had a name, managed properties from 1,000 miles away, and passively invested in multifamily assets. Currently, Julie is passively invested in nearly 300 doors, strategically partnered in 68 Atlanta-based units, and a general partner in 120 units. Julie is also a high-performance coach and host of “The Conscious Investor” podcast, a show focused on supporting investors at every step of their journey. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Three Keys Investments Connect with Julie on LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
Purse Strings founder Barbara Provost explains how the finance sector continues to fail women and shares what she’s doing to change that. Even though women are responsible for more than $23 trillion in annual household spending and will inherent $30 trillion in the next 7-10 years, the financial industry continues to overlook and underserve them. Dr. Barbara Provost grew tired of seeing this same problem affecting the women around her and shape her work as a financial educator. So, she took action. In this episode, Barbara shares the inspiration behind her company, Purse Strings. She and AdaPia discuss how women can build a strong financial foundation for themselves and their communities, the different messages that men and women receive about money and power, and how these messages can lead to shame and fear - until we examine them, and choose more empowering ones. Dr. Barbara Provost is the founder of Purse Strings, a business development service introducing women who seek financial advice to service providers who understand their unique needs. The company also offers a breadth of free educational resources designed to help every woman, regardless of her financial situation. Barbara has 20+ years of experience as an educational consultant to the banking and insurance industries and is passionate about using that expertise to equip and empower women. Key Insights:
How the finance industry is failing women
Building a financial foundation
The benefits of financial coaches
Establishing your financial values
Financial empowerment through community
Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Dr. Barbara Provost has 20+ years of experience as an educational consultant to the banking and insurance industries. Over the years, she grew tired of these male-dominated sectors consistently shaping their sales messaging and resource development solely for target audiences of men (while blatantly ignoring the $23 trillion in annual spending that women alone are responsible for). Barb took action in 2015 by launching Purse Strings, a company for and by women boasting a unique dual business model. Purse Strings features a new business development service introducing women who seek financial advice to service providers who understand their unique needs. The company simultaneously offers a breadth of free educational resources designed to help every woman, no matter if they have a little money or a lot, get smart about money. Barb’s life motto is “be financially fearless.” Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Purse Strings Learn more about your ad choices. Visit megaphone.fm/adchoices
LENDonate founder Vivienne Hsu shares an inside look at how nonprofits are funded and explains how accredited investors can give back through her unique platform. When looking for a way to merge her institutional finance experience with her passion for philanthropy, Vivienne Hsu decided to create LENDonate. This marketplace lending platform allows accredited investors to crowdfund loans that support various nonprofit organizations and projects. In this episode, Vivienne explains the business model that keeps nonprofits afloat, including the major role of debt financing and real estate. Vivienne also provides an overview of LENDonate’s underwriting process and shares how investors can create social change while also generating returns. Vivienne is a CFA, entrepreneur, investment executive, and independent board member with over 20 years of financial services experience. She worked in a variety of institutional finance roles, including Senior Vice President at U.S. Trust, Vice President and Senior Portfolio Manager for Charles Schwab Investment Management, and lead portfolio manager for the Schwab Hedged Equity Fund. Viviennne then decided to focus on social entrepreneurship and became the founder and CEO of LENDonate. Key Insights:
Transitioning from investment management to entrepreneurship
The nonprofit business model
Debt financing for nonprofits
LENDonate’s underwriting process
Are nonprofit borrowers riskier than other investments?
Nonprofit finance in periods of inflation
Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Vivienne Hsu, CFA is an entrepreneur, investment executive, and independent board member with over 20 years of financial services experience. As an expert in her field, she has appeared in numerous interviews on CNBC and Bloomberg TV and is frequently quoted in national publications, including The Wall Street Journal and Kiplinger. Most importantly, she is passionate about strategic philanthropy and sustainable investment. She is the founder and CEO of LENDonate, a unique marketplace lending and donation sourcing platform where nonprofits and supporters leverage their collective power for the greater good. She also serves as independent trustee on the board of ASYMmetric ETFs. Prior to being a social entrepreneur, Vivienne was Senior Vice President at U.S. Trust where she advised on complex financial matters. She served as a Vice President, Senior Portfolio Manager for Charles Schwab Investment Management where she oversaw its active equity strategies and was the lead portfolio manager for the Schwab Hedged Equity Fund. Under her leadership, the firm launched three new funds which garnered close to $500 million at launch. Prior to that, she was Vice President and Portfolio Manager at American Century Investments where she co-managed mutual funds that totaled more than $10 billion. Rounding out her experience was investment risk consultant at MSCI Barra, and pension actuarial work on retirement plans. She received an MBA from the Haas School of Business at the University of California, Berkeley, where she also received an undergraduate degree in applied mathematics. Vivienne is co-chair on the board of Los Altos Mountain View Community Foundation; and a member of the board of How Women Lead and Aeris Insights. In 2011-12, she volunteered full time as development director at Women’s Initiative for Self Employment which helped low income women start and sustain their own businesses. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com LENDonate Learn more about your ad choices. Visit megaphone.fm/adchoices
A real estate attorney highlights common legal concerns that new investors miss, and shares his experience in running franchises and investing in RV parks. Whether you’re investing in a simple real estate deal or branching out into a new asset class, finding trustworthy partners and creating a solid legal agreement are vital steps for protecting yourself and your wealth. In this episode, Seth Bradley explains why these agreements are so important, and shares some helpful tips for new investors to look out for. He also discusses his experience as a franchise owner and the challenges he faced during COVID-19, how franchises can fit into an investor’s portfolio, and shares about a different asset class - RV parks, and why these are poised for growth in the future. Seth is a real estate entrepreneur and an expert at creating passive income while working as a highly paid, busy professional. He’s closed billions of dollars in real estate transactions as a real estate attorney, investor and broker. Seth is the Managing Partner of Law Capital Partners, a private equity firm focused on value-add real estate acquisitions and development. He oversees the company’s overall investment strategy, business development, investor relations, and legal and compliance oversight, and he’s focused on maximizing investor returns through strategic partnerships, risk mitigation and creative deal structuring. Key Insights:
Finding partners you trust
Common legal issues for new investors
Cap rate compression
Managing a business during COVID-19The ins and outs of running a franchise
Investing in RV parks
Health is vital for wealth
Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Seth Bradley is a real estate entrepreneur and an expert at creating passive income while working as a highly paid, busy professional. He’s closed billions of dollars in real estate transactions as a real estate attorney, investor and broker. Seth is the Managing Partner of Law Capital Partners, a private equity firm focused on value-add real estate acquisitions and development. He oversees the company’s overall investment strategy, business development, investor relations, and legal and compliance oversight. He brings to the company over 15 years of experience in general management and new business development. Seth focuses his efforts on maximizing investor returns through strategic partnerships, risk mitigation and creative deal structuring. Seth has represented real estate developers, investors, landlords, tenants, and financial institutions in all types of commercial real estate transactions including acquisitions, dispositions, financing, leasing and development, across a full gamut of asset types, including hospitality, multifamily, industrial, office and retail. Previously, Seth practiced law in the real estate and securities departments of three Am Law 200 firms, including most recently a top 3 globally ranked law firm. Seth graduated cum laude from the University of San Diego School of Law and has his Master of Business Administration degree from the W.P. Carey School of Business at Arizona State University. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Law Capital Partners Learn more about your ad choices. Visit megaphone.fm/adchoices
Zach Roesinger explains why CRE brokers are so important and dispels some common misconceptions about his work.
Many real estate investors don’t even think about the role brokers play in the commercial real estate process, but a great broker can mean the difference between a solid, properly vetted deal, and one that falls apart at the finish line. In this episode, Zach Roesinger shares an inside look at the role CRE brokers play in the industry, discussing topics like the fiduciary duty of brokers, the importance of integrity and relationship building, and the licensing process for all brokers. Zach also describes the process of becoming a successful CRE broker and offers advice to listeners who are interested in exploring this career. Zach Roesinger is the Co-Founder of the CRE Pro Course, and is the Director of Real Estate Acquisition and Development at Galvanized Holdings, LLC. He specializes in opportunity zone real estate acquisition, entitlement and zoning, and construction management of new build projects, as well as 1031-Exchange consulting and third-party capital placement in quick service restaurants and franchised businesses by providing risk-adjusted returns to investors. As a sales leader for Trulia and Zillow, Zach “cut his teeth” outbound cold calling ( >250 calls/day), closing large deals with some of the largest brokerages and real estate teams in the United States.
Key Insights:
Commercial real estate licenses
How to break into commercial real estate brokerage
To list or not to list a commercial property
Why integrity matters for brokers
Becoming an expert on different property types
The one-to-many mentality
Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio
Guest Bio: Zach Roesinger is the Director of Real Estate Acquisition and Development at Galvanized Holdings, LLC. He specializes in opportunity zone real estate acquisition, entitlement and zoning, and construction management of new build projects, as well as 1031-Exchange consulting and third-party capital placement in quick service restaurants and franchised businesses by providing risk-adjusted returns to investors. Zach has traveled to over 100 countries and worked on 5 continents for companies like LVMH, Newmark Knight, Cloudera, and Montegra Capital. As a sales leader for Trulia and Zillow, Zach “cut his teeth” outbound cold calling ( >250 calls/day), closing large deals with some of the largest brokerages and real estate teams in the US. A polyglot who is fluent in Spanish and Portuguese, Zach has built sales teams that leveraged automation and proven sales techniques, teaching heavy hitters to focus their efforts on out-of-the-box solutions to complex commercial real estate deals to provide their customers and clients with unparalleled sales experiences.
Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com CRE Pro Course Connect with Zach on LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
Alpha Investing Principals Fark Tari, CEO, Daniel Cocca, Managing Director, Anne Lin, VP of Underwriting, and AdaPia d’Errico, VP of Strategy, host a live discussion about changing market conditions, actions taken to position the firm’s investments during the pandemic, and how they are considering future opportunities. In this episode, we both broadly and specifically address the questions and topics that are top of mind both for Alpha Investing and its investors. Prevalent themes of the episode are centered around: - The current macroeconomic environment - with rising rates and inflation top of mind. - How the firm positioned itself during COVID-19, with an overview of our multifamily, senior housing and single-family rental portfolios - How the firm is looking forward to the types of assets markets and strategies that will make sense in a changed economic environment. Alpha Investing is a private equity real estate firm led by a diverse leadership team with a track record of completing over 50 transactions across 20 states and 7 different asset types. Alpha emphasizes downside protection and capital preservation, operational excellence, and risk-adjusted returns for its network of investors. Key Insights:
Alpha’s pandemic strategy
COVID-19 winners and losers
Macro factors affecting real estate
Cap rate compression
Is a recession imminent?
SFR as a compelling asset type and strategy
Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Robin Binkley of Real Equity Investment Partners shares the biggest lessons she’s learned through real estate investing in Belize. When Robin Binkley fell in love with the country of Belize, she decided to start investing in properties that would deliver strong returns while also giving back to the community. In this episode, Robin discusses her experience with investing internationally and breaks down the similarities and differences between investing in Belize and in the U.S.. She also offers advice to anyone who’s interested in expanding their portfolio to include international real estate, and she shares how she’s discovered a new “why” at different points in her investment journey. Robin Binkley is the co-founder of Real Equity Investment Partners. After almost 30 years of working in healthcare, Robin made her first real estate investment in 2018 and since then has dove head first into single family homes, multifamily syndication, international acquisitions, developments, and other passive income generating assets. She’s a full-time real estate investor with a desire to make positive change in the world for women, with efforts including finance and money management education. Key Insights:
Getting started with real estate investing
How to find the right team and investment partners
Investing in Belize vs. investing in the U.S.
Finding your “why” for different investments
The value of waterfront property
How to start investing internationally
Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Robin Binkley is the co-founder of Real Equity Investment Partners. Robin has a diverse background in healthcare administration after spending 24 years working as a nursing home administrator and in the healthcare field for almost 30 years. Robin’s passion for real estate was realized in the early 1990s, but it was not until in 2018 that Robin made her first real estate investment. Although her time with REITs has been brief, Robin has dove head first into single family homes, multifamily syndication, international acquisitions, developments, and other passive income generating assets.She has additionally founded many other businesses including Bink Holding, LLC, Community of HOUP, LLC. and ASK International, LLC. Today, Robin is a professional real estate investor with a desire to make positive change in the world for women. She aspires to assist women in learning about financial education and money management in the United States and abroad. She is motivated, inspired, and loves sharing her vision with others. It is her greatest desire for women and others to gain financial independence and freedom. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Learn more about your ad choices. Visit megaphone.fm/adchoices
A seasoned investor and innovator, Janine Firpo explains how values-aligned investing can help us spark change and build community. Janine Firpo understands that wealth is one of our most powerful tools for living out our values in a way that makes an impact. In this episode, Janine explains how values-aligned investing can apply to every part of your portfolio, far beyond ESG funds and philanthropy. She also discusses the importance of having honest conversations about money with the people around you, and she shares her perspective on the way values-aligned investing impacts the real estate sector. Janine Firpo has a long history of values-aligned investing and working at the intersection of women and money. Janine has worked at Apple, Hewlett-Packard, the World Bank, and the Bill & Melinda Gates Foundation, before leaving her career in technology to focus on helping women create change through their investments. She’s the author of Activate Your Money, co-founder of Invest for Better, and a lead investor in Next Wave Impact, a fund designed to help more women become angel investors. Key Insights:
The limitations of ESG
How to evaluate investments
Investing is like a cake
The value of talking about money
Values-aligned investing in real estate
Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Janine Firpo is a seasoned values-aligned investor and social innovator, with a long history of working at the intersection of women and their money. From the early years of Apple Computer to senior positions with Hewlett-Packard, the World Bank, and the Bill & Melinda Gates Foundation, Janine has always found herself making an impact. In 2017 she left a successful 35-year career in technology and international development to focus on how women can create a more just and equitable society through their financial investments. Her book, Activate Your Money: Invest to Grow Your Wealth and Build a Better World, was a collaborative effort with almost 150 women. Janine walks her talk. She is taking action to move all her own assets into investments she feels good about and is watching them grow with market-rate returns. In 2021, she joined forces with Ellen Remmer to co-found Invest for Better. Janine is also a lead investor in Next Wave Impact, an impact fund designed to help more women become angel investors. And, she chairs the board of Zebras Unite, an organization that is developing the capital structures, community, and culture that non-unicorn start-up businesses need to thrive. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Activate Your Money Invest for Better Connect with Janine on LinkedIn Follow Janine on Twitter Learn more about your ad choices. Visit megaphone.fm/adchoices
After more than 20 years of working with C-suite leaders in Fortune 500 firms, Damon D’Amore explains how pragmatism and optimism work best when paired together. Damon D’Amore recognizes that every one of us is on our own hero’s journey, and he’s dedicated to helping C-suite leaders progress on their journey with improved performance and the ability to effectively share their stories. In this episode, Damon breaks down a variety of concepts that he uses in his work and applies them to the way investors make decisions. He explains how a blend of pragmatism and optimism can make investors more confident and informed, allowing them to plan for storms while also knowing that every market change is temporary. He also discusses the importance of keeping your goals in mind when evaluating the risk of different investments. Damon D'Amore has spent more than 20 years working directly with C-suite leaders in Fortune 500 firms, and half of his clients are women. His work focuses on psychological performance and storytelling to gain stakeholder advocacy. Damon also speaks internationally on legacy, personal development, resilience, mindset, and applying the lessons of entrepreneurship to corporate environments. Key Insights:
The hero’s journey for women
How to evaluate risk
The importance of keeping your goals in mind
Commitment to daily self-improvement
Expecting market changes
Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Damon D'Amore has spent more than 20 years working directly with C-suite leaders in Fortune 500 firms. His work focuses on psychological performance and storytelling to gain stakeholder advocacy. Damon speaks internationally on legacy, personal development, resilience, mindset, and applying the lessons of entrepreneurship to corporate environments. Half of Damon’s clients are female leaders in the C-Suite. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Legacy Mentor “How to be a Pragmatic Optimistic” Learn more about your ad choices. Visit megaphone.fm/adchoices
From investment banking to venture investing to founding a fintech company, Tracy McWilliams shares how she’s fighting fragmentation to help investors find and evaluate startups. Tracy McWilliams created Jaspy because she noticed an enormous gap between corporates and early stage companies. As the founder and CEO of Inspire Global Ventures and a former investment banker, Tracy is passionate about both investing and entrepreneurship and wants to simplify the investment process for people interested in funding startups. In this episode, Tracy breaks down the key factors that contribute to a successful startup, including criteria to look at when evaluating a potential investment. She also talks about the idea that anyone can be an entrepreneur, and she shares advice for founders who want to pivot but aren’t sure if the timing is right. As the founder and CEO of Inspire Global Ventures, Tracy bridges her experience as an investment banker with a passion for entrepreneurship, knowledge of government entities, and advocacy of technologies that inspire breakthrough problem-solving. Most recently Tracy founded and launched the Jaspy technology platform, creating a new standard for people and corporations investing in private transactions.
Key Insights: * The problem with early stage investing * Careers are not linear * Characteristics of a great entrepreneur * How to pivot the right way * Advice for investing in startups
Guest Bio: Tracy McWilliams is an investor, board member and advisor to teams, technologies and firms that disrupt their industries. As the founder and CEO of Inspire Global Ventures, Tracy bridges her experience as an investment banker with a passion for entrepreneurship, knowledge of government entities, and advocacy of technologies that inspire breakthrough problem-solving. Most recently Tracy founded and launched the Jaspy technology platform, creating a new standard for people and corporations investing in private transactions. As an investment banker, Tracy rapidly advanced inside of corporate financial services firms, financing debt and equity for corporates, government agencies and manufacturers. She was the founder of Heritage Capital, CEO of Heritage Advisory, and served as a banker at Kemper Securities before leading a private family trust. Tracy has invested in and advised a portfolio of 20+ companies in financial technology, real estate technology, artificial intelligence, and crowdfunding industries. Companies include: PayForward, Crowdstreet, Realty Mogul, Wavemaker Labs, Potrero Medical and PopID. Tracy invested in the seed round and served as an advisor to Random Forest Capital, which was purchased within 18 months from inception by Franklin Templeton. She serves as an advisor and board member to numerous early stage founders and established the Early Stage Leadership Council to connect early stage companies with communities and governments where they operate. Tracy earned a bachelor’s degree in business finance from the University of Southern California.
Resources: Real Wealth Real Health Alpha Investing [odcast@alphai.com Inspire Global Ventures Jaspy Learn more about your ad choices. Visit megaphone.fm/adchoices
Hutch the Marine Investor shares how he’s transforming the lives of veterans by helping them build passive income through real estate investing. Shelon “Hutch” Hutchinson started investing in real estate so he could have a passion project after retiring from the Marines, and he’s now helping other veterans do the same. Hutch is the owner and co-founder of H Squared Capital, a real estate investment firm that provides veterans with opportunities to invest in multifamily real estate syndications alongside high-net worth partners. In this episode, Hutch shares the unique and important work he’s doing to educate veterans, provide investment opportunities, and give back through non-profit organizations. He also shares advice for anyone who’s looking to get started as a multifamily investor. Hutch is a Master Sergeant (E-8) in the United States Marine Corps who oversees 200 marines. Throughout his 21-year career, he has served in many leadership roles in Marine Corps aviation. He has been awarded several personal awards for his job performance and has created and led teams that performed effectively in training and combat operations. Hutch is also a successful real estate investor in both the single and multifamily spaces. Key Insights:
The unique financial situation for veterans
Investing during a recession
How to get started with multifamily investing
Empowering veterans to invest
Nature’s abundance versus the human concept of scarcity
Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Shelon “Hutch The Marine Investor” Hutchinson is a Master Sergeant (E-8) in the United States Marine Corps. Throughout his 21-year career, he has served in many leadership roles in Marine Corps aviation. He has been awarded several personal awards for his job performance. He has created and led teams of various sizes that performed effectively in training and combat operations. Hutch has successfully executed over $2.4 million in single-family real estate transactions which include over $870k as a real estate agent (currently not active) and over $11 million in multifamily property acquisition. Hutch recently co-sponsored the acquisition of a 55-unit portfolio in Spartanburg, South Carolina, and a 167-unit apartment complex in Augusta Georgia. Hutch is a member of the Professional Investor Guild in Pensacola, Florida, and a member of the Michael Blank Deal Maker Mastermind. Hutch has a Bachelor of Science in Aeronautics from Embry Riddle Aeronautical University. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com H Squared Capital Learn more about your ad choices. Visit megaphone.fm/adchoices
A $1 billion real estate operator stresses the importance of setting realistic expectations for investors in the current market. Veena Jetti believes it’s always better to under promise and over deliver. She’s the founding partner of Vive Funds, a commercial real estate firm that specializes in curating conservative opportunities for investors. She has over a decade of real estate experience that includes founding real estate firms and acquiring and managing over $1 billion in real estate. In this episode, Veena talks through some of the current trends she’s seeing in the multifamily market, from low cap rates to rising construction costs to high prices on older properties. She explains the advantages of appropriate underwriting and choosing conservative investment opportunities over ones that promise overly high returns, and she shares some predictions about where the growing challenge of affordability in real estate might lead. Veena Jetti is the founding partner of Vive Funds, and also a founding partner of Enzo Multifamily. Her professional expertise includes driving corporate strategy and business development opportunities. She has a finance degree from the University of Illinois at Chicago, and she’s a sought after speaker, panelist, and podcast guest. Key Insights:
Prioritizing the LP experience
Investing in the Atlanta market
Vive’s response to rising construction material and labor costs
The need to reset investor expectations
Affordability challenges in real estate
Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Veena Jetti is the founding partner of Vive Funds, a unique commercial real estate firm that specializes in curating conservative opportunities for investors. Veena brings a dynamic perspective to targeting, acquiring, managing, and operating assets using best practices combined with cutting edge technologies. Her professional expertise includes driving corporate strategy and business development opportunities. After graduating from the University of Illinois at Chicago with a degree in Finance at 20 years old, she pursued her passion of real estate. Veena, also a founding partner of Enzo Multifamily, has over a decade of real estate experience and over $1B+ in real estate assets over her career in both the startup world as well as the corporate world. Because of her diverse background, she is often a panelist and speaker for various podcasts, global conferences, and radio shows. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Vive Funds Learn more about your ad choices. Visit megaphone.fm/adchoices
A career CEO, activist, and board expert shares the importance of women taking leadership roles as founders, on boards, and as investors. Julie Castro Abrams is leading a movement of women who invest in women-led companies, and are transforming the venture landscape as a result. As the founder and CEO of How Women Lead, she’s devoted to getting more women on public and private boards, and as the Managing Partner at How Women Invest, she has created a unique VC firm where thousands of women are investing in other women-led companies - with groundbreaking results. In this episode, Julie shares her perspective on the progress being made toward diversity in venture and on corporate boards, the importance of a strong personal frame for oneself and others, taking empowered action in the face of injustice, the hierarchy of philanthropy, and the inspiring movement of women who are investing in other women founders who, in turn, are creating successful businesses across a broad spectrum of industries - from female-focused to AI-driven. Julie is the founder and CEO of How Women Lead, a sought-after speaker, and a consultant who helps leaders achieve their growth and breakthrough goals. She’s also a philanthropist who created How Women Give and serves as the governance chair for the Women’s Funding Network. Julie has won many awards including the Jobs Genius Award, Morgan Stanley Innovation Award, Cisco Innovation in Technology, "Women Who Could Be President" League of Women Voters, Stevie Award for Best Non Profit Executive, Human Rights Award from the Commission on the Status of Women, the Women of Color Action Network, Leadership California and the Marin Women's Hall of Fame in 2011. Key Insights:
The impact of your personal frame on your ability to succeed
The growth and gains that result from board diversity
The power of women investing in women-led companies
Maimonides’ hierarchy of philanthropy and how it relates to investment
Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Julie Castro Abrams is an expert on building boards that add a strategic advantage including proactive searches for women on corporate boards. An experienced CEO and sought-after speaker in entrepreneurship and how women lead, she is widely recognized because of her unique ability to connect people and facilitate rich conversations that make change happen. Julie partners with terrific CEOs to build high performance, multicultural teams, in particular boards that make organizations better. She has a successful consulting practice with leaders she admires to achieve their growth and breakthrough goals. Julie's commitment to justice and community are well known in her personal and professional endeavors. She serves as a leader on the boards of organizations focused on women and children, Latinos, economic development and the arts. Julie is a philanthropist who launched How Women Give and serves as the Governance Chair for the Women's Funding Network. Thousands of new businesses attribute their launch and growth to her support which has resulted in millions toward the economic growth in communities. She is a leader in the country's movement to build and fund start ups. Julie has won many awards including the Jobs Genius Award, Morgan Stanley Innovation Award, Cisco Innovation in Technology, "Women Who Could Be President" League of Women Voters, Stevie Award for Best Non Profit Executive, Human Rights Award from the Commission on the Status of Women, the Women of Color Action Network, Leadership California and the Marin Women's Hall of Fame in 2011. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com How Women Invest How Women Lead Learn more about your ad choices. Visit megaphone.fm/adchoices
A leading macroeconomist explains how knowledge of economic cycles can help investors make better decisions at the right times. Akhil Patel has been studying, writing and teaching about the most important economic cycle that most people don’t know about. He knows that real estate markets operate on an 18.6 year cycle, and he believes understanding that cycle can help people grow and protect their wealth. To kick off 2022, Akhil returns to the podcast for a conversation about our current real estate and stock market cycles, where we are in the cycle and whether we are tracking according to the 18.6 year cycle (we are), and he goes into some predictions for the coming year and practical ways that cycles should inform our investment decisions. This is a more in-depth conversation about Akhil’s and Property Sharemarket Economics’ work and follows on from the introductory conversation we had with Akhil at the beginning of 2021 (RWRH episode 21). Akhil is a director at Property Share Economics and a leading expert on economic, financial, and property cycles. He has experience in audit, central government and international banking and also serves as a principal policy advisor to the European Bank for Reconstruction and Development. Throughout his career, Akhil has worked on a range of projects including reviewing large infrastructure public private partnerships and helping establish the UK’s £3 billion International Climate Fund.
Key Insights:
How the real estate market operates on an 18.6 year cycle
How smartphone technology shaped our current economic cycle
The role of human behavior (fear and greed) in investing and cycles
How the stock market and real estate market cycles interact
The impact of migration to secondary and tertiary markets
Advice for investors in our current cycle
Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors,investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio
Guest Bio: Akhil became interested in economic cycles during his school years when he came across Henry George’s Progress and Poverty, which explained why economies go through periods of boom and bust. Later on, he witnessed the negative effects of not understanding economic cycles when his family’s business went through difficult periods during the major recessions in the early 1990s and during the global financial crisis after 2008. He became determined to develop a body of work that would help people – whether they were investors, business owners or those just interested in doing something with their savings to grow their wealth or manage their affairs through the course of these economic cycles. Akhil has professional experience in audit, central government and international banking and has worked on a range of issues from reviewing large infrastructure public private partnerships (PPP) deals to helping establish the UK’s £3 billion International Climate Fund. He has two Masters Degrees (in Finance and Public Policy) and a first degree in the Classics from Oxford. He is also currently a principal policy advisor to the European Bank for Reconstruction and Development (EBRD). Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Property Share Economics Akhil’s first episode on Real Wealth Real Health Learn more about your ad choices. Visit megaphone.fm/adchoices
AdaPia and Daniel discuss the biggest lessons they’ve learned in 2021 and share their hopes and expectations for the new year. As we wrap up 2021 and look ahead to the coming year, hosts AdaPia and Daniel take a moment to reflect on some of the biggest trends they’ve noticed and lessons they’ve learned this year. They talk about the relationship between health and wealth, explaining why they decided to focus on both concepts for this podcast, and they share their perspective on the different ways each generation views finances and careers. Daniel and AdaPia also share some personal challenges and inspirations from the year, as well as practical advice for investors who have seen larger-than-normal returns and are trying to plan accordingly. We are grateful for an incredible year of growth, challenges that have strengthened us, and opportunities to step into our highest potential. We wish everyone the best as 2021 closes out and 2022 begins. Key Insights:
Key life changes from the past year
The renewed importance of prioritizing health
People’s priorities have shifted from simply trading time for money
It takes time to see the fruits of your labor
Understand what’s driving growth in your investments
Hopes and excitement for 2022
Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors,investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio
Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Learn more about your ad choices. Visit megaphone.fm/adchoices
A seasoned oil investor explains how she successfully branched out into crypto and real estate. Courtney Moeller is a sophisticated investor who grew up around the oil business, and has seen firsthand how the cyclical nature of the sector can create unique challenges and opportunities for investors. When Courtney decided to diversify her assets, she started investing in alternatives like real estate, blockchain and cryptocurrency. In this episode, Courtney shares her insight into new technologies and processes that are shaping the future of oil, including the intersection with Bitcoin mining, green energy, and carbon capture. She offers important insights to anyone looking to diversify their portfolio into a variety of alternative investments, placing an emphasis on the importance of finding trustworthy people as a key in any investor’s strategy. In addition to her work in oil and gas and real estate, Courtney is a general partner with EMPR Investment Group, where she’s building a digital assets platform for the tokenization of alternative investments, including real estate. EMPR also offers a Bitcoin mining fund. Key Insights:
The cyclical nature of oil and gas
How Bitcoin mining impacts the environment
The intersection of Bitcoin with oil & gas
The value of carbon capture
Advice for branching out into new investment territories
The importance of finding people you can trust to do business with
Wealth as a source of freedom
Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors,investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio
Guest Bio: Courtney is no stranger to the oil patch. She was born and raised by a petroleum engineer in the Permian Basin, where most of her family was involved in the oil field in some aspect. Courtney served in the United States Navy from 1999-2005 as an aviation electronics technician stationed at NAS Coronado and aboard the USS Nimitz CVN-68. Upon honorable discharge, she returned to West Texas and sold real estate for several years. For the past 10 years, Courtney has been involved in investing, exploration and drilling of over 60 wells throughout Texas. Her real estate portfolio includes over 160 doors in Florida along with several storage units throughout the United States. Courtney is extensively involved in the blockchain and cryptocurrency space and is currently working with her partners to create a platform for real estate tokenization. One of her main goals is to help as many people achieve financial freedom through syndications with superior returns and amazing tax benefits. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com EMPR Investment Group Learn more about your ad choices. Visit megaphone.fm/adchoices
As decentralization continues to shape the future of finance, an industry expert shares his perspective on making smart investments, blockchain security, and more. This is a bonus episode to our four-part series on blockchain, crypto, and tokenization where we discuss the concept of decentralized finance, including its significance in the global economy and potential impacts DeFi could have on real estate investment. To do this, we’re joined by Rennick Palley, founder and chief investment officer of Stratos Technologies. Rennick explains how protocols built on Ethereum and other blockchains are creating an entirely new financial ecosystem, where investors can trade, lend, borrow, and execute contracts. He also offers advice to investors who are trying to determine which blockchains will have longevity, and he addresses some of the common concerns people have about these new technologies, including security issues, legal questions, and DeFi’s long-term staying power. Along with his work at Stratos Technology — the company Rennick founded in 2016 which focuses on investing in innovative technology companies — Rennick is a founding team member, investor, and advisor to Goldfinch Finance, a DeFi project built on Ethereum. Before this, he was a research associate at Sanders Capital, a $40 billion global equity manager founded by Lewis Sanders. Rennick holds two bachelor’s of science degrees from Southern Methodist University in applied mathematics and mechanical engineering, along with a master’s in quantitative finance from the Massachusetts Institute of Technology.
Key Insights:
Ethereum’s potential as the foundation for a new financial ecosystem
The difference between layer one “infrastructure” and layer two “applications” in blockchain
Advice for investing in blockchains with longevity
The value of DeFi (decentralized finance) and what is being transacted on-chain
How DeFi and tokenization intersect with real estate investment
Guest Bio: Rennick founded Stratos Technologies in 2016. Before founding Stratos, Rennick held the position of Research Associate at Sanders Capital, a $40 billion global equity manager founded by Lewis Sanders, formerly Chairman & CEO of AllianceBernstein L.P. and Chairman and CEO of Sanford C. Bernstein & Co., Inc. Rennick was one of ten investment professionals at the firm and reported directly to Lew. Rennick credits the evolution of his investment philosophy and process to the influence of Lew and the team at Sanders, which embody a heritage of best in class research established at Bernstein Research. Rennick holds a Bachelors of Science in Applied Mathematics and a Bachelors of Science in Mechanical Engineering, both from Southern Methodist University, and a Masters in Quantitative Finance from the Massachusetts Institute of Technology. Rennick is a founding team member, investor, and advisor to The Goldfinch Protocol, a decentralized finance project backed by the best founders and investors in the fintech and defi ecosystem. Resources: Real Wealth Real Health Alpha Investing Stratos Technologies Goldfinch Finance podcast@alphai.com
Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors,investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Learn more about your ad choices. Visit megaphone.fm/adchoices
A real estate veteran and blockchain entrepreneur explains how token funds give investors greater freedom and security. This is the final episode of a four-part series about blockchain, crypto, tokenization, and the impact of these innovations on commercial real estate. In this episode, we discuss some of the practical advantages of tokenization, along with the value of triple net investments with Michael Flight, principal and CEO of Liberty Real Estate Fund, the world’s first net lease security token fund. Michael describes why single-tenant triple-net leases make great investments, and the investor benefits of a token real estate fund. He also shares his insight about building a portfolio that can withstand changes as online shopping expands. If you’re interested in learning more about triple net properties or token investment funds, this episode is packed with useful information! Michael is a real estate entrepreneur with decades of experience in retail real estate. He was a founding principal of Concordia Realty Corporation in 1990, and today he’s the CEO of Liberty Real Estate Fund. He has partnered with some of the world’s most well-known banks, insurance companies, hedge funds, and institutional investors since starting his commercial real estate career in 1985. Michael is also a co-founder of the Blockchain Real Estate Summit, and he’s a well-known speaker who has shared his expertise at conferences and events all over the world. Key Insights:
A breakdown of triple net properties and the advantages they provide
How retail portfolios can evolve with the decline of malls and other storefronts
The benefits of blockchain for real estate investors
How to invest in tokenized real estate
Common barriers to entry in the blockchain space
Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors,investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Michael Flight is a founding principal of Concordia Realty Corporation in 1990 and more recently CEO of Liberty Real Estate Fund, the World’s First Net Lease Security Token Fund, giving you Stable and Tradable Private Real Estate. Michael is a real estate entrepreneur and Blockchain Real Estate evangelist who is an expert in retail real estate investment, redevelopment, real estate tokenization and real estate on the blockchain. He started his commercial real estate career in 1985 and has an extensive record of partnering with some of the world’s most well-known banks, insurance companies, hedge funds and institutional investors in many successful projects. Michael has been featured on CNBC Arabia, CEO Magazine and quoted in Yahoo Finance, Crowd Fund Insider, Crain’s Chicago Business and E-Crypto News. Michael is co-host of the Nothing But Net podcast and the Chicago Blockchain Real Estate Collective educational meetups. He is co-founder of the Blockchain Real Estate Summitand a well-known speaker. Michael has been elected to public office, serves on the real estate investment advisory boards of two non-profits and is a founding board member for Freedom of Life, a Romanian NGO. Resources: Real Wealth Real Health Alpha Investing Liberty Real Estate Fund Nothing But Net Podcast podcast@alphai.com Learn more about your ad choices. Visit megaphone.fm/adchoices
A successful real estate investor and founder shares how blockchain technology can create liquidity and make real estate investing more accessible than ever before. This is the third episode of a four-part series where we’re breaking down everything you need to know about blockchain, cryptocurrency, tokenization, and what these innovations mean for commercial real estate. In this episode, we talk with Mohsin Masud, the founder and CEO of AKRU. Mohsin discusses his journey of realizing that blockchain could transform the real estate investment landscape, and he unpacks the basics of his platform, which breaks assets down into tokens starting at only $1,000. He also explains how verified, real-time data will play an important role in real estate investing as more transactions are completed virtually. If you’re curious about the real-world applications of blockchain in real estate, this episode will give you a great foundation to build from! Mohsin grew up in commercial real estate and started managing his first property in 8th grade. Since then, he’s managed investments all over the world, and he’s an expert in real estate development, tokenization and blockchain technology. He has degrees from York University, Harvard University, and Said Business School at University of Oxford. Mohsin is driven to democratize the real estate investment space and simplify the investment process without compromising security. Key Insights:
Criteria to look for when investing in a new region
How real estate investing differs around the world
The benefits of using blockchain for real estate investing
Fractionalized assets making investing more accessible
How blockchain can create liquidity in a traditionally illiquid space
The importance of real-time, verified data for investors
Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors,investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Mohsin is the CEO & founder of AKRU, a real estate Investment platform working towards democratizing commercial real estate investments. He is an expert in real estate development & tokenomics specifically utilizing dual and three token blockchain architecture for the tokenization of real world assets. Mohsin has over a decade of experience in real estate investments, development & having run a successful Investment company. He has studied at York University, Harvard Business School, Graduate school of Design at Harvard University, and most recently at Said Business School at University of Oxford with a focus on finance, real estate development, urban design and blockchain. Resources: Real Wealth Real Health Alpha Investing AKRU podcast@alphai.com Learn more about your ad choices. Visit megaphone.fm/adchoices
With no need for a centralized authority, blockchain technology is completely reengineering our existing systems and services. This is the second episode of a 4-part series dedicated to discussing blockchain, cryptocurrency, and the tokenization of assets. We move into the nuts and bolts of blockchain, decentralized ledgers, and why it matters. Today’s guest is Avi Spielman, the Founder and President of Joon Properties, who is well known as a translator between the two industries of real estate and blockchain. During our conversation, Avi defines the fundamental features of blockchain as an innovative technology, emphasizing its decentralized nature around trust and trustless transactions, and analyzes the effect it is already having on our existing systems, services and marketplaces. With an eye to the future, Avi gives us an example of a fully integrated framework using blockchain, AI and IoT, which is a premonition of what’s to come. With a background in real estate, Avi was attending MIT to receive his Masters in Real Estate Development when he became involved in the school’s Digital Currency Initiative. Soon after, he found himself preparing a thesis on the Intersection of Real Estate and Blockchain, and he’s been an active pioneer in the space ever since. Avi is passionate about digitization and eager to see the real estate industry adopt more innovative systems, using blockchain technology as a means to that end. Key Insights:
Blockchain explained in simple terms
How blockchain forgoes the need for central authority
Accessibility of this technology around the globe, and how it’s being used to raise socioeconomic status
How existing services are being reinvented to become more accessible and efficient
The institutionalization of cryptocurrencies
What is to be expected in terms of growth and expansion of blockchain in the coming years
Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Avi Spielman is an international thought leader, award-winning author, and frequent lecturer specializing in the evolution of blockchain technologies and their applications for the real-estate industry. His work has been featured in Forbes, Harvard Real Estate Review, BTC Media, SIOR, and Bisnow, as well as various international real estate and finance publications. He is a founding member of the Forbes Real Estate Council and oversees real-estate development and property management interests in Middle Tennessee, where he is a board member of the Nashville Adventure Science Center. Avi holds degrees from Vanderbilt University and MIT. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Is Bitcoin an asset or a currency and is it worth investing into? This is the first of a 4- episode series where we dive into blockchain, crypto, tokenization and how real estate fits into this growing digital paradigm. Our first guest is Adam Lach, co-founder and CEO of Cloudfire Capital. Adam expounds upon the difference between treating Bitcoin as an asset versus a currency, including how the devaluation of the American dollar plays a role in its appeal. Additionally, AdaPia and Dan both addressed questions of the expected longevity versus downfall of Bitcoin, and Adam defended his position of Bitcoin as a solution to an impending problem. If you are new to cryptocurrency or itching to learn more, this episode will likely answer some of your most pressing questions on the subject. Adam was previously a real estate investor who spent years investing heavily in single-family homes on the side of his full time job until 2015 when cryptocurrency began to pique his interest. After spending thousands of hours comprehensively researching the asset class, Adam launched his first venture, Cloud Fire Capital, a consultancy firm that also serves as General Partner to CFC Bitcoin Fund. His firm provides indirect and diversified exposure to the digital asset investment space, and Adam remains passionate about informing others of the unique advantages to investing in such a burgeoning industry. Although it’s not tangible like real estate, one could argue that there are many factors that make cryptocurrency an attractive alternative investment. Key Insights:
How to remain informed about all of the cryptocurrency happenings to avoid being an “accidental investor”
How Bitcoin is quickly gaining traction and legitimacy, especially with financial institutions and governments showing interest
The significance of witnessing the burgeoning of a new asset class in our lifetime
The difference between viewing Bitcoin as an asset vs. a currency
Why the traditional 60/40 equities and bonds view of portfolios is outdated
The benefits of investing directly into Bitcoin or a Bitcoin fund versus investing into Bitcoin trusts.
Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors,investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Adam Lach spent several years with a global financial services giant, and has experience in the oversight and management of business to business sales for both local and global organizations. He owns and operates two separate independent ventures in RSL Holdings and RSL Brands. In 2016, Adam turned his attention and interest away from the real estate investment industry and towards the inevitable rise of cryptocurrencies, decentralized finance and their underlying technologies. The rapidly changing economic and investment landscapes in 2020 facilitated the successful launch of Cloud Fire Capital and CFC Bitcoin Fund, both of which aim to provide traditional accredited retail investors with a safe, secure and actively managed option to gain real exposure to the digital asset investment space. Cloud Fire Capital has recently expanded, incorporating an on-site Bitcoin mining operation, along with additional digital asset products and services expected to launch in late 2021. Resources: Cloud Fire Capital Swan Bitcoin x Dollar Cost Averaging Real Wealth Real Health Alpha Investing podcast@alphai.com Learn more about your ad choices. Visit megaphone.fm/adchoices
A successful real estate investor and financial coach shares how she went from a timid first-time buyer to a confident landlord and owner. Kavitha Baratakke is a software engineer turned real estate investor, landlord, and wealth strategist. After immigrating to the US in 1998 and taking on life as a single mother, she found herself using her technology background to trade options and stocks online. Quickly realizing the risk in the dramatic highs and lows of the market, Kavitha made a cautious yet deliberate decision to purchase a home in Austin, TX, and she’s been an active real estate investor ever since. In this episode, we discuss her journey of quitting her full-time job, building up a portfolio of properties, and using her gifts to give back to and educate the community. Kavitha also advises listeners on what she’s learned as a landlord, in addition to how she balances her various positions on top of being a parent. She has developed a passion for financial education and empowerment that she shares with both her consulting clients and youth in her community, as a representation of what true wealth means to her. If you’re interested in learning more about investing, especially in Texas, or have a passion to empower the younger generation, this episode will leave you feeling equipped to take action and make a difference.
Key Insights:
Overcoming fear and uncertainty when getting started with investing
How to build up a portfolio of properties and balance landlord duties
Scaling from single-family homes to multi-family properties, and the difference in yield between the two
The importance of moving from a spending mindset to a savings mindset to, finally, an investing mindset
How to raise children with a solid financial understanding and responsibility
Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: [Apple] (https://podcasts.apple.com/us/podcast/real-wealth-real-health/id1494432943) [Spotify] (https://open.spotify.com/show/7McqhuIar5r526ravfun1u) [Google] (https://play.google.com/music/listen?u=0#/ps/Iabirarl55qezsu4f7izvpjtraa) [TuneIn] (https://tunein.com/podcasts/Business--Economics-Podcasts/Real-Wealth-Real-Health-p1284397/) [Stitcher] (https://www.stitcher.com/podcast/real-wealth-real-health-2?refid=stpr) [iHeartRadio] (https://www.iheart.com/podcast/1248-real-wealth-real-health-80111024/) Guest Bio: Kavitha Baratakke, a Principal at Cherry Street Investments, is an Austin-based Real Estate Investor and a full-time Commercial Real Estate Syndicator with over 10 years of investing experience. Prior to real estate, she spent almost 20 years as a Technology Professional working for IBM and Atlassian in various roles from Software Development to Technical Account Management. As an investor, Kavitha has successfully acquired, rehabbed, managed, owned and operated several single-family and multi-family investment properties in the Central Texas area. She is also passionate about educating both investors and youth, helping them on their journey toward financial freedom, which she accomplishes through multiple online communities and in-person events. Resources: [Cherry Street Investments] (https://cherrystreetinvestments.com/) [Purely Passive Investor Group] (https://facebook.com/groups/purelypassive) [Real Wealth Real Health] (http://realwealthrealhealth.com/) [Alpha Investing] (http://www.alphai.com/podcast) [podcast@alphai.com] (mailto:podcast@alphai.com) Learn more about your ad choices. Visit megaphone.fm/adchoices
An accomplished real estate attorney and investor shares his keys to success for growing a business and investing strategically in prosperous deals, all while maintaining a charitable focus that gives back to the community. Bruce Stachenfeld is a well-known, prolific real estate attorney, investor, and author known as the Real Estate PhilosopherⓇ. Having defined a specific niche in his career over 20 years ago, he has since become a “real estate junkie” who practices, writes on, and speaks to the subject every day. We speak with him on the power of remaining extremely focused in your passions/mission in order to carry the strongest influence and become a true expert at what you do. With that mindset, Bruce has been able to build an empire of brand recognition and trust associated with his name. In this podcast episode, Bruce tells his story of stumbling upon real estate decades ago, how he has become so knowledgeable on the subject, and what continues to drive his love for it today. He also shares with us the three factors he considers, and the two questions he asks himself before investing in any real estate opportunity. Believe it or not, he doesn’t advise swinging for the fences. Hear more about the humble approach to investing that has allowed him to learn from his mistakes to get where he is today. Key Insights:
How to take your business to the next level by defining an extremely targeted niche
Three factors to consider when approaching a real estate deal, and why you shouldn’t necessarily “swing for the fences”
How to strategically evaluate risk in the current market dynamics
Why your primary residence should not be seen as an investment
Finding meaning and purpose in your work by giving back to others
Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio
Guest Bio: Bruce Stachenfeld is one of the nation’s preeminent real estate attorneys, with over 30 years of experience encompassing tens of billions of dollars of real estate transactions of all kinds. He is a founding partner of Duval & Stachenfeld, one of the premier real estate law practices in New York City, and he also acts as the Firm’s Chairman. He is known to be one of the most “connected” real estate lawyers throughout the worldwide real estate community. He is also a thought leader, author and public speaker in both the law firm and real estate worlds. Resources: Real Estate Philosopher Newsletter Real Estate Philosopher's Guide Book Pre-Order Bruce's upcoming book release Real Wealth Real Health Alpha Investing podcast@alphai.com Learn more about your ad choices. Visit megaphone.fm/adchoices
An entrepreneur who is passionate about serving and teaching his community speaks to the importance of a reliable insurance policy in commercial real estate investments. Jeremy Goodrich is a former school teacher turned insurance advisor, entrepreneur, podcast host, and real estate investor. His life has been marked by a common theme of teaching and serving others, and for the last eight years he has utilized those skills by simplifying the insurance process for first time home buyers and real estate investors. We speak with him on his experience of building a business from the ground up and how his family was able to take safe risks to reach their goals of financial stability. Jeremy knows what it’s like to live in a scarcity mindset, so he’s passionate about sharing tips for building wealth, both financially and mentally. We also discuss the importance of having a high quality insurance contract in place for any commercial real estate transactions. Jeremy estimates that 80% of real estate investors have the wrong policies, and part of his job is to audit their contracts to find any missing holes. There are a few factors that should always be considered, and having a strong relationship with the agent is always helpful in getting there. Jeremy’s insight will offer clarity to anyone that is uninformed or uncertain about their insurance policies, and more information can be discovered on both his podcast and YouTube channel. Key Insights:
The importance of quality insurance in commercial real estate
Surviving in a scarcity mentality versus thriving in an abundance mentality
What every investor should look for in their insurance contract, and the reasoning behind not always opting for the cheapest option
Who is at fault in cases of liability, such as the condominium collapse in Miami, and how to ensure you are protected in the worst case scenario
Balancing risk and stability to build a successful business
Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors,investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Jeremy Goodrich is a commercial real estate insurance advisor and the Co-Founder of Shine Insurance Agency. He was previously an elementary school teacher, helping countless kids fall in love with art, math, science, and writing. After 13 years of teaching, Jeremy decided it was time to change the way people feel about insurance, so he carried the heart of an educator over and has been making insurance simple for first time home buyers and real estate investors ever since. Jeremy is also the host of a Multifamily real estate podcast, REI Clarity, and the host of Youtube's #1 most watched independent insurance agency channel. Resources: REI Clarity Podcast Shine Insurance YouTube Channel Real Wealth Real Health Alpha Investing podcast@alphai.com Learn more about your ad choices. Visit megaphone.fm/adchoices
An experienced wealth manager joins us to discuss portfolio building, inflation, real estate, but more importantly, his inspiration for helping other professionals achieve financial and family success. Rob Cook is a certified financial planner and wealth manager who also runs the podcast Contenders Wanted. We speak with him about his early career and the experiences that led him to start his unique, inspirational show. Rob helps high-achieving young professionals live up to their full potential and reach financial success, especially for those balancing a family while doing so. Rob is a firm believer that building a strong portfolio and establishing financial success does not necessitate the sacrifice of one’s values, especially faith, family, and health. We also have an in-depth discussion on real estate’s place in building one’s portfolio, including the benefits offered, and why even larger institutions continually seek opportunities in commercial real estate. We also discuss the phenomenon of asset price inflation, tracing back to when it began, and how investors can protect themselves as the trend shows signs of accelerating. For those looking to build a strong performing, diversified portfolio to support their family and/or lifestyle, Rob offers many valuable insights that will help them achieve those financial goals. Key Insights:
· Understanding how and why Real Estate is a key component of wealth management, and an important part of building a strong, diversified portfolio
· How market dynamics affect the behavior of larger institutions, and ultimately drives demand for other alternative investments, including (and especially) real estate
· How recent asset inflation impacts/should impact investors’ mindset and investment decisions
· The importance of mindset & habit formation to building a foundation for success
· The key non-analytical, non-linear component to navigating uncertainty
Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple — Spotify — Google — TuneIn — Stitcher— iHeart Radio Guest Bio: Rob Cook is a CPA and CFP whose mission in life is to help families build real, meaningful legacies. By day he does this by serving clients as their wealth advisor, with specialties in tax planning and wholistic investment management, and by night he is a podcast host for the Contenders Wanted podcast, a show that advocates that you can have incredible success without sacrificing what is most important in life. Resources: https://www.contenderswanted.com/ Real Wealth Real Health Alpha Investing podcast@alphai.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Simple & digestible lessons passive investors can use to better understand and evaluate real estate deals in the Retail & Office sectors of CRE. Ben Kogut is a Partner and head of Investor Relations at HJH Investments. As a former entrepreneur, Ben joined HJH as an investor, and through his demonstrated knowledge of real estate investing fundamentals & ability to clearly communicate, he earned a position in investor relations. We discuss some of the acquisition criteria Ben & HJH seek in their real estate acquisitions, specifically the pricing, tenancy, and fundamentals they seek for retail & office properties. We address some of the myths and misconceptions about the retail & office sectors and look at how successful retailers have responded to the boom in online e-commerce, and the ways many office tenants have responded to the challenges of the COVID pandemic. Ben also shares his deceptively simple rules to guide aspiring real estate investors, as well as some more specific insights about the way that his firm is able to close on attractive opportunities in a market where acquisitions are very competitive. With inspiring enthusiasm, Ben shares his belief that the commercial real estate industry can be open to anyone willing to put the time & effort into engineering their own success and offers some tools to help people along the way. Finally, we address how investors can optimize their portfolio to successfully support their lifestyle & lifelong goals. Key Insights: · Unveiling some simple lessons to live by as a CRE investor · A High-level overview of some of the key criteria to look out for to find opportunities in retail & office commercial real estate · Understanding how retail (and other classes) have evolved in response to the boom in online stores & e-commerce · Insight into the strategies used to win deals in the extremely competitive post-COVID environment · The insights & mindset people need to assess retail properties and tenants Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:
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Guest Bio: Ben Kogut is a partner at HJH Investments, specializing in investor relations. Ben is also an Austin, Texas-based commercial real estate broker with more than 15 years of experience. His passion is to help investors make wise decisions. Ben studied government and business at University of Texas and later earned an MBA from the Acton School of Business; he is also CCIM certified. Ben specializes in Capital Raising, Acquisitions, Dispositions, Operations, Tenant Relations, Lease Negotiations, Financial Analysis, Re-Finance Banking Process, Construction Management, Credit Analysis, & Systems Implementation.
Resources: Ben on LinkedIn Ben’s E-book
Real Wealth Real Health Alpha Investing podcast@alphai.com Learn more about your ad choices. Visit megaphone.fm/adchoices
In-depth insights into the many trends, challenges, & opportunities in the Senior Housing segment of CRE, from a seasoned industry expert. Shane Connor is Vice President of Bull Realty, a commercial real estate sale, leasing, & advisory firm, where he specializes in Senior Housing assets. We cover the ins-and-outs of the Senior Housing industry, defining the spectrum of care options and acuity, then we deep dive into the major trends in the industry. Shane outlines the trends he believes will be here to stay, and which will be the most impactful in shaping the future of Senior Housing. Shane shares his insights into the mindset of Senior Housing Owners & Operators, what makes some groups more successful than others, and how the industry is likely to change in response to the demographic trends at play in the US. Shane offers invaluable insights into the world of Senior Housing, and makes a compelling case for why it is a great asset class to be involved in. Most importantly, however, he teaches us how to spot owners & operators that are poised to be successful in the Senior Housing space, not just based on their size or finances, but finding groups with a culture of passion for serving their residents and providing the highest quality of care possible. Key Insights:
· Reviewing the spectrum of care options that fall under the “Senior Housing” umbrella
· Understanding the major trends driving change in the current Senior Housing industry, and how operators will be likely to respond
· How increasing consolidation of ownership will impact the industry
· Dissecting some of the reasons Senior Housing owners and operators elect to invest their time and capital in ground-up development, as opposed to acquisitions
· How technological advancements, particularly in healthcare, impact & shape the Senior Housing Industry
Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple — Spotify — Google — TuneIn — Stitcher— iHeart Radio Guest Bio: Shane Connor is Vice President of Bull Realty’s Senior Housing Group and specializes in the acquisition and disposition of institutional-quality senior housing and healthcare-related properties throughout the Southeast. He has over 8 years of healthcare industry knowledge, closing over 1,000 units of commercial real estate acquisitions and supporting Fortune 500 clients like Anthem and United Health Group. Mr. Connor holds a B.S. in Finance from King’s College and a Master’s in Business and Health Administration from The University of Scranton. With his healthcare, real estate, and financial career experience, Shane is a valued asset and a trusted adviser to both owners and operators. Leveraging his extensive skill set to maximize property value by tailoring marketing services and customizing solutions, he ultimately drives results for his clients. Resources: https://www.bullrealty.com/ Shane on LinkedIn
Real Wealth Real Health Alpha Investing podcast@alphai.com Learn more about your ad choices. Visit megaphone.fm/adchoices
An insightful discussion on the many ways our upbringing, personality, and background can influence or motivate many of our professional ambitions and life goals. Adrian Grant is a Venture Capitalist and Entrepreneur whose passion lies in working with start-ups and helping them find success. We speak about his experiences as a young immigrant living in America, and learning to adapt to a shifting culture. We examine the many ways in which Adrian’s early experiences, his upbringing, and his values influence his professional goals, and the importance of nurturing one’s self-identity. Adrian’s varied & impressive professional journey as an entrepreneur provides a unique perspective on life & business that offers life lessons that any individual can learn from. We also talk about some of the challenges he has faced in life, and the importance of controlling one’s mindset in order to overcome those. Adrian found ways to incorporate his sense of humor & personality into his professional identity, and found that it afforded him greater success as more people began to follow him and show interest in joining his network. Finally, we speak about some of the keys to finding success in the world of entrepreneurship, including the importance of relationship building, mentorship, and reaching out to be of service to others. Key Insights:
· Discussing some of the common experiences of children of immigrant families trying to fit in & succeed in America
· The importance of embracing your identity, and learning to let it shine through the work you do
· Understanding the mindset needed to be a fearless entrepreneur & venture capitalist
· The importance of getting relevant, timely advice from a good mentor
· Understanding the importance of relationship building in finding success as a businessperson
Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple — Spotify — Google — TuneIn — Stitcher— iHeart Radio Guest Bio: Adrian Grant is an Entrepreneur with a passion for helping small start-ups succeed. He’s enjoyed a decade-plus long career that spans product design, engineering, and venture capital, all with a unique ability to balance his expertise in both tech and business. As an entrepreneur, Adrian has built Media for AI companies with customers spanning Pepsi to Post Foods, including ventures that received backing from the likes of Comcast, Samsung, and Dreamit Ventures, amongst others. As an Engineer, Adrian has been featured in publications from Forbes & PC Magazine to Black Enterprise and recognized by Apple for his work. Adrian’s skills include Full Stack/Hardware development, early-stage venture capital deal sourcing, seed fundraising, and product management & optimization. He has assisted over 100 start-ups with product design, strategy, and fundraising. Additionally, Adrian is a published author, who’s book Students of Life aims to provide incoming, current, and former college students of color the tools to control their mindset to be one that that will not only aid in utilizing dormant potential to better oneself, but also energize readers to participate in socially productive activities. Though designed to enrich the lifestyle of up-and-coming and current college students of color, Adrian’s book and its techniques are applicable to all who strive for the conquest of their fears and or goals. Resources: https://adriangrant.org/about https://www.linkedin.com/in/adriangrant3/ Adrian’s Book, Students of Life Real Wealth Real Health Alpha Investing podcast@alphai.com Learn more about your ad choices. Visit megaphone.fm/adchoices
How the pandemic and reopening is shifting the needs, attitudes, and approaches of office tenants by submarket across the country. Jen Frisk specializes in strategic advisory services and managing office tenancy transactions across the country in her role as Senior Managing Director at Newmark Knight Frank. We speak about the state of the office in commercial real estate from a tenant & landlord perspective and examine some of the key emerging trends by submarket across the country. Jen’s experience and expertise offers a precise and insightful look at how the office sector of CRE is poised to emerge from the lockdown. Besides talking about what’s in store for the future of office CRE, we also examine how the industry responded to COVID-19, the effects it had on tenants & landlords, the changing requirements of office spaces, and much more. Most importantly, we discuss the impact that working from home has had on people’s productivity, interconnectedness, and mental health, predicting the ways employers will have to change their attitudes toward workers in the office, and how various firms’ approaches will affect the return of Office CRE.
Key Insights:
· How the Office sector of Commercial Real Estate (CRE) is changing as employees return, and what the early emerging trends will mean for the future of Office CRE
· Understanding how COVID-19 has impacted office buildings in various submarkets across the country
· Reviewing and dispelling some of the misconceptions around how the pandemic has affected tenant behavior
· How the increasing progress in, and attention paid to, mental health & wellness is impacting the office workspace
· How company culture impacts the type, layout, and amount of space a firm’s office should occupy
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Guest Bio: Jennifer Frisk is a Senior Managing Director in Newmark Knight Frank’s downtown Los Angeles office, where she specializes in strategic advisory services. Ms. Frisk currently manages real estate transactions for clients throughout Southern California, and across the nation. With 13 years of experience working on behalf of tenants, principals, and landlords throughout the world, she brings a unique and creative perspective to her clients. Jennifer has been an NKF Top Producer in 2015, 2017, and 2018, and has been honored by the Los Angeles Business Summit as a Woman of Influence in 2016 and 2017. Ms. Frisk is also a board member of the Los Angeles Women’s Leadership Council, which supports the collaboration of the women leaders throughout Los Angeles and furthers her involvement within the community. Prior to joining Newmark Knight Frank, Ms. Frisk was an executive director at LA Realty Partners in the West Los Angeles office. Jennifer also gained experience at Jones Lang LaSalle, where she represented more than one million square feet for Los Angeles landlords, and at Bixby Land Company in Orange County. She graduated from USC with a B.S. in Real Estate Development and is active on the alumni board.
Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com https://www.linkedin.com/in/jenniferfrisk/ https://officecreated.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Steven Pesavento is a former Management Consultant in Business Process Improvement who decided to chase fulfillment over financial gain by venturing into the world or Real Estate Investing. He got his start by renovating and flipping houses actively, and experienced stellar growth in his first three years. Looking for even more personal freedom, Steven then transitioned to Passive Investments, and launched his very own podcast to meet with other leaders in Commercial Real Estate to exchange tips on the skills needed to find financial freedom through CRE investing. This episode’s discussion touches on Steven’s journey of professional development, the motivation behind his career journey, and how he views investing today. We especially focus on the importance of harnessing your mindset & emotions to maximize your own productivity and increase your chances for success in any activity. Steven shares some of the lessons he has learned throughout his career, and we pick his brain about some of the most helpful techniques he employs to optimize his mindset for success.
Key Insights: · How a desire for flexibility & freedom led to a self-starting career in real estate · Understanding the pros and cons of passive real estate investments compared to active projects · Tips for taking the reins in life by ignoring thoughts of self-doubt · How to design lifestyle changes to maximize your productivity · The core mindsets that are most common among successful individuals, especially entrepreneurs · Understanding the ways our emotions play into seemingly logical decisions, and tools for harnessing the power of emotion to assure your success
Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple — Spotify — Google — TuneIn — Stitcher — iHeart Radio Guest Bio: Steven Pesavento is a real estate entrepreneur and expert relationship direct response marketer. Managing Partner of VonFinch Capital. Investing full time since 2016, he has completed over 200 transactions, renovated nearly 100 houses and transacted over $26,000,000 in residential investment real estate. Mr. Pesavento’s investors have entrusted him with over $10 million of investor capital, delivering solid consistent returns. A former Management Consultant for some of the Fortune 500’s top companies, he brings his years of process improvement, marketing, and sales experiences to every project. Some of Mr. Pesavento’s skills include effective cross-functional leadership, direct response marketing, company & product branding, effective communication, process improvement & systems management, effective interviewing, and direct sales & negotiation expertise. Mr. Pesavento graduated with honors from prestigious St. John's University in 2011 and is active in multiple charities including working with youth teaching business with Junior Achievement. Mr. Pesavento is the host of the top ranked podcast the Investor Mindset he interviews some of the smartest investing minds & authors like Chris Voss (Never Split The Difference), Jay Papasan (One Thing), Joe Fairless (Best Ever Podcast) and many others. When Steven isn’t focused on empowering & inspiring others to grow, he spends his time hiking in the mountains of Colorado, running, or having fun with his favorite action sports, including snowboarding and kiteboarding. Resources: Steven Pesavento Website Investor Mindset Podcast Steven’s E-Book Real Wealth Real Health Alpha Investing podcast@alphai.com Learn more about your ad choices. Visit megaphone.fm/adchoices
An open discussion on the real estate market in Mexico, the challenges associated with investing internationally, and learning the best ways to conquer those obstacles to capture strong returns. For the next episode of Real Wealth, Real Health, we welcome Fletcher Wheaton, founder of Cabo Key Real Estate, and an international real estate investor with extensive experience in the Cabo San Lucas region of Mexico. Following the Great Recession in 2008, Fletcher decided to bet on himself as an entrepreneur and he ventured into real estate, where he started by purchasing housing assets aimed at young professionals and college students. Having been a renter himself, Fletcher saw and understood the opportunities for growth that exist with strategic investments in rental properties. When his father purchased an investment property in Mexico, his investment focus – and life shifted. Fletcher recognized a burgeoning market with plenty of room for growth, and little competition, and has since dedicated himself to learning the ins-and-outs of the Mexican real estate market. His amassed expertise and excellent video exhibits of the marketplace have positioned him as a leading resource for prospective investors, and among the growing ex-pat community in Cabo. Our enlightening discussion touches on the various challenges one is likely to face when starting (and continuing to operate) as an international investor, the changes Fletcher sees on the horizon for Mexican commercial real estate, and his predictions for appreciation that will make Cabo stand out as an even greater investment opportunity. As always, we also touch upon Fletcher’s personal views on wealth building, and the meaning behind one’s pursuit for financial security.
Key Insights: · Understanding the process of getting involved with international commercial real estate investing as a US citizen · Examining how seasonality (Spring Break) impacts Mexico’s tourist-centered real estate markets · Tips for navigating the structural and cultural challenges of investing abroad · Breaking down the reasons people seek investments overseas, and why Mexico stands out as a popular choice · Assessing the future of Mexican commercial real estate, and how investors can maximize value on the way
Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:
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Guest Bio: Fletcher Wheaton is an international real estate investor and educator. He first got into real estate in 2008, when he and his family invested into student housing in his hometown of New Orleans, LA. On a real estate scouting trip in Los Cabos, Mexico, Fletcher met his wife who also works in real estate, and the rest in history. He has since transitioned to an investment portfolio in the Mexican beach markets. Fletcher now helps North American investors buy into these markets with his extensive knowledge and local connections. You can connect with him on LinkedIn or visit his site cabokey.com
Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Fletcher’s LinkedIn Fletcher’s YouTube Channel Cabokey.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Assessing the actual impact of the pandemic on lender outlook & expectations, as well as how the resulting debt structure standard impacts commercial real estate transactions In this episode of Real Wealth, Real Health, we welcome back, Todd Friedenberg of Q10 Vista Commercial Mortgage Group. At the start of the Covid-19 pandemic in 2020, Todd shared his insights with us on how the retail, hotel, multifamily, and industrial commercial real estate sectors would fare through the pandemic & shutdowns, as well as how lenders would likely respond. In this episode, we revisit some of Todd’s predictions and assess the actual impact that Covid-19 has had on real estate lenders and their requirements of borrowers. In addition to looking back on our predictions for the commercial real estate sector, we assess the factors that have bucked expectations or changed throughout the year, and the impact these changes have had on rates & requirements. Finally, we talk about how each sector is poised to perform as we emerge from lockdowns and restrictions begin to lift. Besides looking back at lending activity during the pandemic, this discussion examines how debt impacts commercial real estate investments, especially as requirements like 12-month interest reserves have become standard in response to pandemic-driven uncertainty. We explore how Real Estate Sponsors view debt, by examining the key metrics they pay attention to, how they handle additional required reserves, and the preferred debt sources for different types of properties, or in different stages of the business plan. We further discuss the impact of mezzanine debt on transaction and investor returns, as well as our predictions for the future movements of interest rates and cap rates as we (hopefully) begin the economic recovery. Key Insights: · Assessing the impact that the pandemic has actually had on lenders compared to our expectations · Understanding how Real Estate Sponsors view debt for different types of commercial real estate projects · The pros and cons of using Debt Funds vs Agency Loans vs Bank Loans · Understanding how mezzanine debt impacts a transaction, and thus investor returns · Reviewing the key metrics both lenders and borrowers ask about most frequently · Predicting the future movements of interest rates & cap rates across commercial real estate sectors · How Covid-19 has impacted lending activity in secondary and tertiary markets Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:
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Guest Bio: Todd Friedenbery is President and a principal of Q10|Vista Commercial Mortgage Group and has over 30 years of commercial real estate experience in debt & equity financing, brokerage and valuation consulting. Mr. Friedenberg was previously a Vice-President with GE Commercial Finance and Column Financial (Credit-Suisse), and served as a commercial mortgage banker since 1990 with various firms in Nashville. He has originated more than $1 billion of debt and equity over his career. Todd Friedenberg is a graduate of Indiana University and received a B.S. in Business majoring in Finance and Real Estate Administration. Todd is a Certified Commercial Investment Member (CCIM) with the Commercial Investment Real Estate Institute and is a Tennessee Certified General Appraiser and holds a Tennessee Affiliate Brokers License. Mr. Friedenberg is involved with several Nashville area Non-profit organizations and currently serves as Board Chairman of Samaritan Recovery Community and as a close advisor to Alpha Investing, serving as our VP of Commercial Real Estate.
Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com https://www.q10capital.com/ Todd on LinkedIn Content.naic.org/ Learn more about your ad choices. Visit megaphone.fm/adchoices
For our latest episode of Real Wealth, Real Health, we’re continuing with our theme of exploring the benefits of passive real estate investing, as we welcome Alina Trigub, Managing Partner of SAMO Financial. In this instructive & informative episode, we hear about Alina’s arrival in America as an immigrant, and how she worked her way to success, first as a public (then private) accountant, and then making the jump to information technology. In search of a way to lower her yearly tax bill, Alina found passive real estate investing by far the best option and used syndications as the vehicle to do so. Alina’s early experiences with investing taught her that sponsor selection and proper due diligence are paramount to ensuring a deal performs as advertised. Having learned the ropes, Alina sought to make passive investing through syndications more accessible to everyone, and founded SAMO Financial, a firm focused on helping people build wealth for themselves, their families, and generations to come. As we explore the world of passive investing, Alina provides excellent insights into the details she examines when evaluating a potential sponsor or new deal. We cover the importance of transparency from a sponsor, what to look for in their track record, and how to examine materials with a healthy dose of skepticism. Furthermore, we talk about how she examines a sponsor’s underwriting model, diligence materials, and business plan for any given asset. Finally, we also look at how real estate investing can offer different advantages relative to the needs or preferences of an investor, the major advantages offered by passive investments in real estate, especially from a tax perspective, and Alina’s personal view on the definition of Wealth.
Key Insights: · How passively investing in real estate through syndications can provide significant tax benefits, while helping establish a diversified portfolio outside of Wall St. · How to go through the process of selecting the right real estate sponsor, including tips on performing thorough due diligence · Some of the key points to pay attention to when examining a sponsor’s track record · How the demographic and employment qualities of a market/submarket can affect demand, and consequently the performance of an asset · Why looking at IRR alone can be a deceiving way to evaluate real estate deals · The importance of a nimble & well-researched business strategy in any given investment Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:
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Guest Bio: Alina is the founder and Managing Partner of SAMO Financial. It’s a boutique private equity firm specializing in helping busy business owners and IT professionals passively invest in commercial real estate. Alina’s business motto has been articulated well by Warren Buffett’s quote; “Someone is sitting in the shade today because someone planted a tree a long time”. Her passion is to teach others how to build wealth by investing passively. Alina has helped her clients to acquire and invest in over 2200 apartment doors, over 45MM in self-storage fund, and over 10MM in a mobile home park Fund. Her business motto has been articulated well by Warren Buffett’s quote; “Someone is sitting in the shade today because someone planted a tree a long time”. Her passion is to teach others how to build wealth by investing passively.
Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Samo Financial Portfolio Diversification Whitepaper Learn more about your ad choices. Visit megaphone.fm/adchoices
Proper tax planning and strategy are key to keeping the wealth that one builds with real estate investing.
In this episode of Real Wealth, Real Health, we turn our eyes to the ever-important topics of taxation and retirement planning, as we welcome Paul Sundin of Sundin & Fish PLC. Paul is a CPA who specializes in tax & retirement planning. During this in-depth discussion, we dive into the world of taxes, specifically as it relates to how real estate investors should envision tax planning & preparation, how different investment types will affect their tax liability, and the types of retirement accounts that maximize tax savings, regardless of your stage in financial growth & development. Our thorough conversation delves into the various advantages and disadvantages of investing in real estate, covering the mechanics of tax deductions: from investment income, the different structures your real estate investment can take on (and their pros & cons), and the most important things to consider when investing in multiple properties each year. We also dedicate some time to the merits of Defined Benefit Plans in retirement planning, as this retirement vehicle is not well known, but can be a significant boon to wealthy investors who want to increase their yearly retirement contributions, beyond the limits of a 401K or IRA. Finally, we address some more contemporary issues, such as how cryptocurrency can factor into your retirement & tax planning, and the risks involved in doing so.
Key Insights: · The tax implications of real estate investing, especially through different investment vehicles, and in multiple states · How investing in real estate through syndications can provide significant benefits in the form of depreciation · The difference between debt and equity investing, especially from an investor’s perspective · Preparing to maximize tax efficiency in the current political environment · The benefits and risk factors associated with establishing a Defined Benefit Plan for retirement, and how investors can open one up for themselves · What should be contributed to a Defined Benefit Plan vs. a 401K
Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:
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Guest Bio: Paul Sundin is a CPA and tax strategist. He is a partner at Sundin & Fish, PLC in Chandler, Arizona and owner of Emparion, a retirement structuring firm.
With a worldwide client base, he specializes in tax planning and retirement structuring for business owners and entrepreneurs. In addition to being a CPA, he is also an author, speaker and consultant. His professional mission is to educate taxpayers on tax policy, personal finance and retirement planning.
With 20+ years of experience, Paul provides a comprehensive and personal approach that is different than most CPAs. His approach starts with educating his clients on effective and practical ways of reducing their tax liability and achieving their financial goals. He brings a depth of insight and personal engagement to his client services.
Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com https://www.sundincpa.com/ https://www.emparion.com/about-us/ Learn more about your ad choices. Visit megaphone.fm/adchoices
An in-depth discussion around the history of Boom & Bust Economic Cycles, the role of Real Estate in the cycle, and the leading indicators that signal where we are in the process. Returning to the topic of Economics, this episode of Real Wealth, Real Health features the brilliant Akhil Patel, Director at Property Share Economics. Akhil has professional experience in audit, central government, and international banking; and has worked on a range of issues from reviewing large infrastructure Public-Private partnerships (PPP) deals to helping establish the UK’s International Climate Fund. In this incredibly informative episode, we explore the concept of the 18-year Boom & Bust economic cycle, and how it is intertwined with the world of Real Estate. We learn how Akhil first became interested in the subject, and the key resources anyone can use to learn more. During the conversation, we examine the history of Boom & Bust economic cycles, and how best one can wield this knowledge to equip themselves for the next stage. We speak about the different indicators and signs that a cycle shift is underway, peaking, or ending, and what investors can do to protect themselves from the downside. This includes exploring some common pitfalls made in the exuberance of a Boom, and the behaviors that set businesses & households up to bear the brunt of the Bust. In addition to learning about the history and features of the 18-Year cycle, we also discuss practical measures for individuals and businesses to insulate themselves from the downside risks of recessionary phases. Finally, our detailed conversation ends with key tidbits from other Economic Cycles to watch out for, how different countries see similar cycles, and what we all can learn to adapt to these economic trends. As always, we also glean Akhil’s personal definition of wealth, and how he views a successful life beyond maximizing financial returns. Key Insights: · What drives the Boom & Bust Economic Cycles, and how businesses can better prepare for dealing with the next phase of the cycle · Thorough overview of economic cycles, and a brief history of past boom & busts · Examining previous cycles & downturns for lessons learned, and indicators that illustrate where we are in the current cycle · Determining the sectors and segments of real estate that perform best & worst at various points in the economic cycles · Leading indicators for the final Bust phase of the cycle: what are the signs we should keep an eye out for to indicate cyclical shifts · Other economic cycles investors can make note of & follow to supplement their understanding of the 18-Year Boom & Bust Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:
Apple — Spotify — Google — TuneIn — Stitcher Guest Bio: Akhil Patel is one of the world’s leading experts in economic, financial and property cycles. He is currently Director of Property Sharemarket Economics and Editor of Cycles, Trends and Forecasts and Associate Director at the European Bank for Reconstruction and Development (EBRD). He specializes in making robust short and long-term market forecasts, including annual stock and commodity market roadmaps and key market turning points.
Resources:
Real Wealth Real Health Alpha Investing podcast@alphai.com
www.propertysharemarketeconomics.com
Recommended E-Books: “7 Reasons Why House Prices Didn’t Collapse during the Pandemic” - 7 Reasons | Property Share Market Economics | Property Share Market Economics
“The 2021 Guide to Investing in Property Using the Grand Cycle” - Your 2021 guide to investing in property using The Grand Cycle | Property Sharemarket Economics | Property Share Market Economics Learn more about your ad choices. Visit megaphone.fm/adchoices
In the inaugural episode of 2021, we welcome Hunter Thompson, founder of Asym Capital and Managing Principal at Cash Flow Connections to speak about the commercial real estate landscape in 2021 and beyond.
Hunter has long been focused on living an entrepreneurial lifestyle where he could be his own boss, set his own hours, and most importantly, pursue the opportunities that he finds interesting. Hunter’s early career started with him pursuing education and coaching online to learn to play Professional Poker, where he found enough success to start investing in people, businesses, and eventually Real Estate. Hunter quickly learned that the risk assessment skills he learned in poker translated very well to evaluating investment opportunities, and shares with us some simple, yet brilliant insights into how these seemingly disparate disciplines have worked to help advance his career as an entrepreneur. In our thought-provoking discussion surrounding the current and future state of Commercial Real Estate, Hunter talks to us about the way he thinks about investing today, particularly in a post-Covid environment. We discuss the changes to various commercial real estate sectors that are likely to arrive, and the impact they might have on operations. We also talk about the diligence, underwriting, and monitoring it takes to stay on top of investments, and why it is important to know what you are getting into when establishing a source of Passive Income. Finally, we spend some time highlighting the Intelligent Investor Real Estate Conference, a 3-day, newly virtual, investor conference, presented by Asym Capital & For Investors By Investors. The conference provides exciting educational content and will foster an environment where meaningful, lifelong professional relationships can be made. Key Insights: · How the risk-assessment skills acquired in a Professional Poker career can apply in evaluating investment fundamentals · Hypothesizing on the many ways Covid-19 and the resulting economic shutdowns will affect the economy, and how that information can inform future investment decisions · Assessing the future of various Commercial Real Estate sectors, and how well they might perform in a post-Covid environment · Dispelling the myths about Passive Investing, especially in Real Estate, and understanding the amount of detailed work it takes to be successful · Why Organizational Structure and proper incentive alignment work together to ensure optimal cooperation and effort from relevant parties in executing a Commercial Real Estate project Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:
Apple — Spotify — Google — TuneIn — Stitcher Guest Bio: Hunter is a full-time real estate investor and founder of Asym Capital, a private equity firm based out of Los Angeles, CA. Since founding Asym Capital, he has raised more than $35 million and directed the purchase of more than $90 million of commercial real estate across a variety of asset classes. He is the author of Raising Capital for Real Estate: How to Attract Investors, Establish Credibility, and Fund Deals. Hunter is also the host of the Cash Flow Connections Real Estate Podcast which is frequently listed in the top 200 Investing podcasts in iTunes. Hunter has been featured in Forbes, Globe St., Inside Self-Storage, as well as a variety of other media news outlets, podcasts, and radio shows.
Resources:
Real Wealth Real Health Alpha Investing podcast@alphai.com
https://cashflowconnections.com/ https://asymcapital.com/ https://iirec2021.splashthat.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
The last episode of 2020 features an in-depth conversation with Dr. Al Osborne, Senior Associate Dean for External Affairs at UCLA’s Anderson School of Business. In addition to his role as Dean, Al is the Founder and Faculty Director of the Price Center for Entrepreneurship & Innovation. Learn more about your ad choices. Visit megaphone.fm/adchoices
Guest Brian Fox, Vice President of Strategic Partnerships at Thompson Reuters and founder of Confirmation, a company that’s revolutionized standard audit procedures at the corporate level by leveraging the capabilities of the internet, talks about his 20-year journey in taking Confirmation from an idea out of grad school, into a private equity exit. Learn more about your ad choices. Visit megaphone.fm/adchoices
Eddie Ring of New Standard Equities is one of Alpha Investing’s first Sponsor-Partners. Eddie began his Commercial Real Estate career working for a large institutional sponsor but found that his strong personal values were often at odds with high-level decision making. We talk about growing a real estate investment business, covid-investing, and why aligning to tenants needs creates long-term value for everyone, including investors. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today on Real Wealth, Real Health, we invite Jody Robinson, licensed financial advisor, wealth manager, financial planner and Partner at Kingsview Partners. Jody’s story is one of resilience, determination and never giving up on herself, even when she didn’t know what was coming next. Jody started her career in education, pivoted into tech, and finally found her calling in the financial services industry. Before starting her own firm in 2010. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this week’s episode of Real Wealth, Real Health, we turn our attention back to the world of Commercial Real Estate Investing with our guest, Brian Adams, President & Founder of Excelsior Capital. Brian started his career in litigation, then transitioned to becoming an established operator of office assets in the US after identifying the vast opportunities in commercial real estate investing. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this week’s episode of Real Wealth, Real Health, we renew our focus on entrepreneurship, with our guest, Jon Lehman, who serves as Faculty Director of Executive Education at Vanderbilt Owen Graduate School of Management. Jon is an accomplished serial entrepreneur with a clear passion for business and a vast wealth of knowledge to draw upon when answering our most pressing questions on the subjects of entrepreneurship, business development, and the evaluation of a nascent business idea. Learn more about your ad choices. Visit megaphone.fm/adchoices
For our latest episode of Real Wealth Real Health, we welcome Harvey Castro, President & Co-Founder of Trusted Medical. Harvey came from humble beginnings and has earned his success through his impressive work ethic and uncanny aptitude for entrepreneurship. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our guest is Jeff Scheinrock, Assistant Dean at UCLA Anderson School of Management. Jeff has a storied and accomplished career as an entrepreneur, investor, fundraiser, and negotiator. He's invested over $950 million in venture capital & private equity funds, and served as Chairman, or on the boards, of major US companies. Learn more about your ad choices. Visit megaphone.fm/adchoices
Guest: Mo Bina, Founder & Managing Principal of High-Rise Capital. As a unique complement to his academic background in Civil Engineering, Mo has been an attentive observer of financial markets and macroeconomic trends. Our wide-ranging discussion explores current macroeconomic trends in the global economy and their implications for CRE investing activity, offering insights into the possible futures of the global economy, and where best to invest capital. Learn more about your ad choices. Visit megaphone.fm/adchoices
After working for Morgan Stanley, Bonnie Koo decided to attend medical school to become a dermatologist. During this time, she never lost her passion for finances and money management, often finding herself the go-to person in her network. As her financial foundations became more stable while practicing medicine, she further developed her knowledge base around financial planning, which led her to establish her entrepreneurial online business, Wealthy Mom MD. Learn more about your ad choices. Visit megaphone.fm/adchoices
Insurance is a classic case of misaligned incentives resulting in an industry that prioritizes commissions over customer value – but it doesn’t always have to be that way. Jennifer Burnham Grubbs, founder of CoFactor & CFO at Quantum Insurance Services discusses her motivations and founding values. We take a deep dive into the world of insurance, exploring the coverages that are most prudent for different stages of life, and how insurance fits into the individual’s financial matrix. Learn more about your ad choices. Visit megaphone.fm/adchoices
An Affordable Housing Developer’s path into commercial real estate and insights into correcting the systemic imbalance of opportunity that plagues low-income communities. Monique Lawshe takes us through her inspirational journey to becoming an established real estate and non-profit executive and affordable housing developer. Her successful career has provided her with unparalleled knowledge of the intricacies of subsidized housing in the US. Learn more about your ad choices. Visit megaphone.fm/adchoices
In today’s episode of Real Wealth Real Health, our guest is Dave Wehrly, co-founder of Wedgewood Enterprises. Dave’s journey is one we know many entrepreneurs will relate to and this episode showcases the inspirational and motivating story of Wedgewood founded in 1983 by Dave, along with his business partner Greg Geyser. They both started with nothing and have grown Wedgewood to be a multibillion-dollar market leader. Learn more about your ad choices. Visit megaphone.fm/adchoices
Insights into the history of real estate crowdfunding, how the current crisis compares to the Great Recession, and the likely path toward economic recovery with Craig Ramsey. Craig’s experience has shown him CRE investing as an institutional investor and from the perspective of an accredited investor. Craig shares his predictions for the economic recovery, providing a hopeful but cautious outlook for our near future, and what signs we should look out for to signal that the economy is back on its feet. Learn more about your ad choices. Visit megaphone.fm/adchoices
We turn our focus to the hospitality sector of real estate, and what its recovery may look like with Jeff Finn, co-founder of Artist Guild Hotels. Jeff has overseen major hospitality sector investments for more than a decade. We talk about his current transaction in Hollywood, which is in an opportunity zone area, how they connected with Midnight Mission in Los Angeles, and the charitable underpinning to every Artist Guild Hotel project. Learn more about your ad choices. Visit megaphone.fm/adchoices
Reed Goossens is a young entrepreneurial real estate investor who’s had his fair share of ups and downs while diving head-long into real estate investing. Reed began his investing career with a small-market single-family asset, and now manages a $100M+ portfolio of multifamily assets. We talk to Reed about the decision making and thought process behind his foray into real estate entrepreneurship that has led to his success in a relatively short time span. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dr. Gabriel Cousens is the founder and director of the Tree of Life Foundation and Tree of Life Center US. He speaks about the importance of a holistic approach to health, how to strengthen the immune system, and the role of passion and purpose in achieving personal and professional goals. We also learn about Dr. Cousens’ entrepreneurial journey, driven by his passion and faith and what real wealth means to someone who’s dedicated his life to the pursuit of holistic health. Learn more about your ad choices. Visit megaphone.fm/adchoices
Todd Friedenberg of Q10 Vista Commercial Mortgage Group shares what he is seeing in the commercial real estate space as a national lender. He shares his thoughts on where the retail, hotel, and multifamily industries are headed as lenders try to adapt and face a new normal. Learn more about your ad choices. Visit megaphone.fm/adchoices
Kevin Kaseff, Co-founder and Managing Partner of Titan Real Estate Investment Group, shares insight into the senior housing asset class and how this will be a booming sector for years to come as more people cross over the 65 age mark. With over 50% of senior housing communities run by mom and pop owners, which often tend to be poorly managed, he’s identified opportunities for bringing these assets up to institutional standards, while raising the quality of care for the seniors who live there. Learn more about your ad choices. Visit megaphone.fm/adchoices
Ryan Sterling of Future You Wealth shares how investors can get on the path toward building long-term wealth by focusing on acquiring appreciating assets, even in times of market volatility. Ryan will share how a HENRY (High Earner Not Rich Yet) can avoid lifestyle creep, how to create friction between impulse and purchase, how to frame the achievement of financial goals in today’s dollars, how to reach FIRE (Financial Independence, Retire Early), and what it takes to bu1ild wealth with conscious intentio Learn more about your ad choices. Visit megaphone.fm/adchoices
Alex Libin of Mercer Street Partners describes what investors can expect during these unprecedented times. Despite times of uncertainty, Alex is optimistic about finding realistic and promising deal flow. He shares his thoughts on both the short/medium/long-term economic impact of the Coronavirus on real estate investments, markets and asset classes in this week’s episode. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mark Roderick is a corporate and securities lawyer that has spent the last eight years in the crowdfunding space. He strives to educate investors on the risks and benefits of crowdfunding. Mark shares his experiences and predictions about what new regulations will be coming up during a market downturn, offers words of wisdom about working with middlemen, and talks about how investors can safely participate in real estate crowdfunding Learn more about your ad choices. Visit megaphone.fm/adchoices
This is a special bonus episode recorded live at the Best Ever Real Estate Investing Conference in Keystone Colorado in February 2020. AdaPia was there to present a session on a holistic approach to passive investing. She sits down with president & principal of Mosaic RE Ventures, Heather Schwarz to discuss the due diligence investment process through the lens of the subtle and non-obvious; what considerations and things you should be checking before making an investment or working with a partner. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jillian Murrish is the co-founder and Chief Executive Officer of Pier Asset Management. Jillian discusses the differences between institutional capital vs. accredited capital, how the real estate industry is leveraging technology, Pier Asset Management’s founding principles, and how investors can navigate (and profit) during our unpredictable market cycle right now. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of the Real Wealth Real Health podcast, Alpha Investing’s AdaPia d’Errico and Daniel Cocca chat with a life-long, institutional investor who has ventured into unknown territories with purpose and intention. Sponsor Jim Richardson has a proven record of growth and portfolio development. His investing philosophy is a cumulation of his experience and his passion for changing the world. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this premiere episode of the Real Wealth Real Health podcast, Alpha Investing’s AdaPia d’Errico and Daniel Cocca chat with a real estate Jack-of-all-trades, Dr. Adam Gower, to discuss some of the core principles he’s applied to real estate investing over the last 35 years and the perspective he’s gained experiencing real estate from the ground up, starting as a construction worker, then investor, underwriter, and capital raiser. Learn more about your ad choices. Visit megaphone.fm/adchoices