The Alternative Investment Podcast: Recent Episodes
Kingsbury Media LLC
The Alternative Investment Podcast is a leading voice in the alternatives industry, covering private equity, private credit, venture capital, and real estate. Host Andy Hagans interviews asset managers, family offices, and industry thought leaders, as they discuss the most effective strategies to grow generational wealth.
Venture capital is one of the most well-known sectors within the alternative investment landscape, but it's not the only way to invest in innovation. Robert Cote, CEO at Cote Capital, joins Andy Hagans to discuss his company's unique IP capital investment strategy.
Industrial real estate can generate consistent cash flow for investors, and can also be a significant driver of long term wealth generation. Joel Friedland, principal at Brit Properties, joins Andy Hagans to discuss why this asset class has such enduring appeal for a certain type of investor.
The core appeal of an alternative investment rests in its correlation (or lack thereof) to traditional investments, especially during periods of market turmoil. Mark Khuri, co-founder at SMK Capital Management, joins Andy Hagans to discuss why recession-resistant asset classes should be included in every High Net Worth investor's portfolio.
Multifamily is an incredibly popular real estate sector not only because of its potential for long term capital appreciation, but also because many multifamily assets generate ongoing income, month after month. James Hance, principal at Green Bison Capital, joins WealthChannel's Andy Hagans to discuss of income investing with Class B multifamily.
Los Angeles is one of the most valuable and highest-performing real estate markets in the world, but finding value in such markets isn't easy. Larry Taylor, founder and chairman at Christina, joins Andy Hagans to discuss why he is bullish on premium LA real estate, and how to find investment value in high end markets.
Many investors might be surprised to learn that the world of micro private equity even exists, but a few managers are quietly building "micro empires" that may promise outsized returns for bold investors. Mike Vranjkovic, managing partner at WebStreet, joins Andy Hagans to discuss the quiet revolution occurring inside the world of micro-PE.
Farmland has historically been an asset class with strong returns and low volatility, but it's not the easiest asset class to access.
David Chan, chief client officer at FarmTogether, joins Andy Hagans to discuss how High Net Worth investors can access the farmland asset class, and enjoy its unique benefits to investors.
Many companies are helping to democratize access to alternatives, but Fundrise may be unique in its traction as a true consumer brand. Saira Rahman, VP of new investor initiatives at Fundrise, joins WealthChannel's Andy Hagans to discuss the Fundrise growth story, and how its platform has evolved over time.
The future of alternatives looks strong, with untapped private capital ready to participate in the alts market. Shifra Ansonoff, Global Head of Customer Experience at Preqin, joins WealthChannel's Andy Hagans to discuss the opportunities and challenges for GPs who are raising capital from private wealth. Show notes: https://wealthchannel.com/2023/07/shifra-ansonoff-150/
RV parks represent a growing and profitable segment of the CRE universe, but it's hard to find and information on investment opportunities. Paul Moore, founder of Wellings Capital, joins Andy Hagans to discuss why RV parks are "a little bit undiscovered." Show notes: https://wealthchannel.com/2023/06/paul-moore-149/
Investing is highly personal, especially when it comes to one's own money. And within the world of alternative investments, an investor's personal passions and experiences will often attract them to a specific asset class. Shana Sissel, founder and CEO at Banríon Capital Management, joins WealthChannel's Andy Hagans to discuss how investors can align their allocation to alternative investments with their personal passions. Show notes: https://wealthchannel.com/2023/06/shana-sissel-148/
Private REITs have amassed huge assets in the past several years, but recent events have put their lack of liquidity in the limelight. David Auerbach, managing director at Armada ETF Advisors, joins Andy Hagans to discuss a brand new ETF that goes head-to-head with BREIT & the largest private REITs. Show notes: https://wealthchannel.com/2023/06/prvt-etf-147/
New York City commercial real estate is among the most prestigious of in the CRE universe. That said, certain sectors in New York City’s CRE market are experiencing a decline in prices, reaching levels last observed in the Great Financial Crisis. Chris Okada, CEO at Okada & Company, joins Andy Hagans to discuss what may be a generational opportunity for investors in the NYC real estate market. Show notes: https://wealthchannel.com/2023/06/chris-okada-146/
As the inflation rate went sky-high in 2022, gold and precious metals came back into the financial limelight. But did they perform as expected? Will Rhind, founder and CEO at GraniteShares, joins Andy Hagans to discuss why High Net Worth investors are giving gold and precious metals renewed attention in their portfolio allocations. Show notes: https://wealthchannel.com/2023/06/will-rhind-145/
As real estate investors seek to lock in capital gains on past deals, 721 exchanges and UPREITs have gained in popularity. Now, some private equity funds are beginning to use the same structure used by private UPREITs, to allow for tax-advantaged investments from their LPs.Keith Nelson, managing partner at Dual City Investments, joins the show to discuss the advantages of completing a 721 exchange, as well as the overall CRE landscape heading into 2023.Show notes: https://altsdb.com/2022/12/keith-nelson-076/
The economy has faced headwinds in 2022, but the next 90 days may be particularly rocky, based on moves that large investors (including Warren Buffett) are making right now. Kelly Ann Winget, founder of Alternative Wealth Partners, returns to the show to discuss how smart capital should be positioned to take advantage of opportunities that may arise soon. Show notes: https://altsdb.com/2022/11/winget-075/
Sustainability and energy efficiency are powerful trends in the residential real estate market. But can these concepts go beyond being mere "buzzwords" to enhance investor returns and deliver greater client satisfaction? Lorenzo Sargenti, founder and managing partner at Shape Equity Partners, joins the show to discuss an entire real estate investment strategy that is wholly focused on sustainability. Show notes: https://altsdb.com/2022/11/lorenzo-sargenti-074/
Market selection can make or break any commercial real estate investment, in any sector. But when should technology drive the decision, versus expert insight and experience? Dan Rosenbloom, head of investments at Cadre, joins the show to discuss Cadre's "MVP" approach to market selection, and why it's a core part of the company's investment strategy. Show notes: https://altsdb.com/2022/11/dan-rosenbloom-073/
With equities and bonds both in a sustained bear market, many family offices and HNW investors have looked to real assets to be portfolio ballast. But the devil's in the details; what's the best way to allocate a portfolio slice to real assets? Kara O'Halloran, director of investment research at FS Investments, joins the show discuss real asset strategies for 2023 and beyond. Show notes: https://altsdb.com/2022/11/kara-ohalloran-072/
Inflows into alternative investments set new records in 2020 and 2021, in a variety of segments and "wrappers." On alternative investment platform CAIS, one of the highest-growth areas in the past few years has been the structured notes segment. CAIS's Marc Premselaar and Mariner Wealth Advisors' Brett Kunshek join the show where we discuss trends in structured notes investing, and in the broader alternatives industry. Show notes: https://altsdb.com/2022/11/cais-071/
The Real Estate Family Office and Private Wealth Management Forum (East) is organized annually by IMN, with the 2022 conference taking place in Miami, Florida. AltsDb co-founder Andy Hagans joined Jimmy Atkinson during the event to discuss the incredible growth of the alts industry, and the story behind AltsDb. Show notes: https://altsdb.com/2022/10/altsdb-story-070/
The Real Estate Family Office and Private Wealth Management Forum (East) is organized annually by IMN, with the 2022 conference taking place in Miami, Florida. DJ Van Keuren, co-managing member of Evergreen Property Partners, joined Andy Hagans during the conference to discuss how family offices view current opportunities in the market. Show notes: https://altsdb.com/2022/10/imn-family-office-069/
The Real Estate Family Office and Private Wealth Management Forum (East) is organized annually by IMN, with the 2022 conference taking place in Miami, Florida. AltsDb co-founder Andy Hagans joins Jimmy Atkinson with live reporting from this exciting event. Show notes: https://altsdb.com/2022/10/imn-family-office-068/
Even amidst sky-high inflation, bond prices have not fallen enough to deliver anywhere near positive yields, on a real basis. Many investors are turning to alternative types of debt investments to enhance the returns of their portfolio. Carson Rasmussen, principal of Fairview Partners Investment Management, joins the show to discuss senior secured real estate debt and its appeal for High Net Worth investors. Show notes: https://altsdb.com/2022/10/carson-rasmussen-067/
Even as many HNWIs invest in real estate via direct investments or private placement offerings, not all are aware of the nuanced differences in the major risk/return profiles. Chris Loeffler, co-founder and CEO at Caliber, joins the show to discuss the true differences between Core, Core Plus, Value-Add and Opportunities strategies. Show notes: https://altsdb.com/2022/10/chris-loeffler-066/
Inflation may peak in Q3 2022, but still remain far elevated into 2023. Moreover, as the year winds down, it appears that the Federal Reserve may be unable (or unwilling) to avoid a "hard landing" for the U.S. economy. So what's the playbook for High Net Worth investors? Lara Rhame, chief U.S. economist and managing director on the investment research team at FS Investments, joins the show to discuss which asset classes may be poised to outperform, according to her team's latest research. Show notes: https://altsdb.com/2022/10/lara-rhame-065/
The alternative investment industry has grown enormously in the past two decades, as leading fintech firms have addressed some major "pain points," to help widen alternatives' appeal. So just how big is the alternatives industry, and how much bigger can it get? Steve Houston, managing director & head of investment products at iCapital, joins the show to discuss how iCapital is helping to lead the way to improve the "user experience" of investing in alternatives. Show notes: https://altsdb.com/2022/10/icapital-064/
On September 8, AltsDb co-founder Jimmy Atkinson hosted Justin Amos, national sales manager and 1031 specialist for JTC Americas, to present a live one-hour webinar for financial advisors. The webinar detailed best practices for real estate investors who are completing a 1031 exchange. This podcast includes an audio version of the webinar, including a short introduction by Andy Hagans. Show notes: https://altsdb.com/2022/09/webinar-amos-063/
Workforce housing is an important issue in our society, but it's also an appealing investment sector for family offices and Ultra High Net Worth investors. DJ Van Keuren, founder of the Van Keuren Family Office Real Estate Institute and co-managing member of Evergreen Property Partners, joins the show to provide background on workforce housing, including facts and myths, plus a powerful underlying investment thesis. Show notes: https://altsdb.com/2022/09/van-keuren-062/
The alternatives industry has been revolutionized since the 1990s, and products such as non-traded REITs now offer significantly more value to investors than they did decades ago. So why are so many advisors still hesitant to invest in alts? And how can more advisors become educated (and comfortable) so they are willing to invest in them? Stacy Chitty, co-founder of Blue Vault, joins the show to discuss trends in the alternative investment landscape over the past few decades, and especially the benefits that increased transparency has brought to the marketplace. Show notes: https://altsdb.com/2022/09/stacy-chitty-061/
Energy investments can be very profitable even in a vacuum, but their value for a VHNW/UHNW investor may be even higher in the context of an overall portfolio, given the substantial tax benefits. Matt Iak, executive vice president at U.S. Energy Development Corporation, joins the show to discuss several tax-advantaged energy investment strategies that family offices and VHNW/UHNW investors should consider. Show notes: https://altsdb.com/2022/09/matt-iak-060/
IPAVision is organized annually by the Institute for Portfolio Alternatives, with the 2022 conference taking place in Nashville, Tennessee. Megan Gavin, director of strategic partnerships at the IPA, joins AltsDb co-founder Jimmy Atkinson with a live update from the event. Show notes: https://altsdb.com/2022/09/ipavision2022-059/
IPAVision is organized annually by the Institute for Portfolio Alternatives, with the 2022 conference taking place in Nashville, Tennessee. AltsDb co-founder Jimmy Atkinson joins Scott Hawksworth with live reporting from this exciting event. Show notes: https://altsdb.com/2022/09/ipavision2022-058/
The Fed has hiked interest rates multiple times this year, but inflation remains stubbornly high. Are housing prices unsustainable? If so, when will a housing price correction occur (and how deep will it be)? Cullen Roche, founder and CIO of Discipline Funds, joins the show to discuss what real estate investors should expect going into 2023. Show notes: https://altsdb.com/2022/09/cullen-roche-057/
Inflation has taken center stage in 2022, but its causes are a lot more complex than many investors assume. Moreover, it's not yet clear whether higher inflation will sustain into 2023 and beyond, or if the peak is already in the rear-view mirror. Cullen Roche, founder and CIO of Discipline Funds and author of the Pragmatic Capitalism book and blog, joins the show to demystify inflation, deflation and disinflation. Show notes: https://altsdb.com/2022/09/cullen-roche-056/
On August 18, AltsDb co-founder Jimmy Atkinson hosted Andrew Doup, securities counsel at Kegler Brown Hill and Ritter, to present a live one-hour webinar for financial advisors. The webinar detailed six of the most common pitfalls in passive alternative investments (and how to avoid these pitfalls). This podcast includes an audio version of the webinar, including a short introduction by Andy Hagans. Show notes: https://altsdb.com/2022/09/webinar-replay-doup-055/
Every family office is unique, with its own distinct strengths and investment philosophy. While most family offices share a long term time horizon, the perspective of each can differ greatly. Alex Bhathal, founder and executive chairman at Revitate, joins the show to discuss how his unique experiences in the operating business world have shaped the philosophy of his own family office, as well as that of the Revitate investment platform. Show notes: https://altsdb.com/2022/09/bhathal-054/
Family offices have a lot of options when it comes to real estate investing, including direct investments, LP investments in a fund, or even co-GP and LP-GP models. But how do they actually invest, according to the data? DJ Van Keuren, founder of the Van Keuren Family Office Real Estate Institute and co-managing member of Evergreen Property Partners, joins the show to discuss some surprising insights on how family offices are actually investing in real estate, based on research from the Institute. Show notes: https://altsdb.com/2022/09/van-keuren-053/
What would happen if you took a "boring but profitable" real estate sector, like self storage, and applied a consistent, "checklist-driven" approach to vertical integration over a significant period of time? Ryan Gibson, president and CIO at Spartan Investment Group, joins the show to discuss the self storage real estate sector, rollup strategies, multiple arbitrage, and a whole lot more. Show notes: https://altsdb.com/2022/09/ryan-gibson-052/
Family offices are able to invest on a different scale, but also with a different time horizon than a typical individual investor. So what lessons can individual investors learn from family offices (and how can these lessons help enhance returns)? Nick Parrish, managing director at Cresset Partners, joins the show to discuss Cresset's philosophy of "patient capital", and all of the advantages that come with it. Show notes: https://altsdb.com/2022/09/nick-parrish-051/
Saxum’s national portfolio and development pipeline includes industrial, multifamily, office, mixed-use and student housing assets, with portfolio capitalizations exceeding $2BN. So what are the challenges and advantages of managing such a large and diversified real estate portfolio? Chad DeBolt, managing director and principal at Saxum Real Estate, joins the show to discuss why a vertically integrated strategy can enhance real estate investment returns, especially in the opportunity zone space. Show notes: https://altsdb.com/2022/08/chad-debolt-050/
OpportunityDb founder Jimmy Atkinson has called the opportunity zones program "the greatest tax incentive of all time." And many investors agree, as they have poured billions of dollars into the program in its short life so far. But the true potential of the OZ program has largely been left unlocked, according to Jimmy. Here are seven opportunity zone "secrets" that every High Net Worth investor, RIA and family office should know. Show notes: https://altsdb.com/2022/08/jimmy-atkinson-049/
Delaware statutory trusts have climbed in popularity in the past few years, as investors have taken advantage of rising asset prices to complete 1031 exchanges into products that allow them to grow their wealth with a fully passive investment vehicle. But will this trend continue now that the real estate market has a hit a rocky patch? Justin Amos, national sales manager and account executive at JTC Americas, joins the show to discuss the growth of the DST market and the trends that will shape its future. Show notes: https://altsdb.com/2022/08/justin-amos-048/
NASAA recently released proposed revisions to REIT regulations, beginning a 30-day public comment period that was originally to end on August 11. But industry veterans argued that some of the proposed revisions aren't all they're cracked up to be, and so NASAA recently extended the REIT commend period to September 12. Anya Coverman, senior vice president of government affairs and general counsel at the Institute for Portfolio Alternatives (IPA), joins the show to discuss the the NASAA's proposed revisions, and why the IPA strongly opposes them. Show notes: https://altsdb.com/2022/08/anya-coverman-047/
Financial markets have faced significant headwinds this year, some of which headwinds haven't been by investors in several decades. But the alt industry has barely skipped a beat, and a new whitepaper from Cerulli Associates details why the current moment may be ideal for alternative investments to shine. Daniil Shapiro, director of product development at Cerulli Associates, joins the show to discuss some surprising insights in his research on the alts industry. Show notes: https://altsdb.com/2022/08/daniil-shapiro-046/
Private equity has often been dominated by institutional investors and family offices, but some new offerings are providing increased accessibility to the space. Kelly Ann Winget, founder of Alternative Wealth Partners, joins the show to discuss non-correlated private equity strategies, and how these strategies can help "everyday" accredited investors reach their investment goals. Show notes: https://altsdb.com/2022/08/kelly-ann-winget-045/
Due diligence and underwriting are important skills when evaluating any private placement offering, but too often, LPs are at a disadvantage when it comes to these key steps in the investment selection process. Jill Homan, president at Javelin 19, joins the show to discuss some key steps to successful underwriting, and how LPs can approach any offering (but especially OZ projects) with a more critical eye. Show notes: https://altsdb.com/2022/08/jill-homan-044/
The US Labor Department has proposed a new rule that could favor ideological goals over investors' best interests; plus, the world of publicly-traded REITs continues to shrink. Listen in as AltsDb co-founder Andy Hagans discusses these stories and more with Michael Johnston, VP of Business Development at AltsDb, in the August 2022 Round-up. Show notes: https://altsdb.com/2022/08/michael-johnston-043/
Opportunity Zones represent an attractive value proposition for HNW investors seeking tax-advantaged investment vehicles. But different OZ funds employ different strategies, and vertical integration is one area where they vary widely. Ryan Tobias, managing partner at Jackson Dearborn, joins the show to discuss how vertical integration has given Jackson Dearborn an edge that can help enhance returns for LP investors. Show notes: https://altsdb.com/2022/08/ryan-tobias-042/
As the alternatives space continues its upward climb, more sponsors are entering the market, and they are launching an increasing variety of offerings. But there are several types of pitfalls that sponsors of all stripes should take care to avoid. Andrew Doup, securities counsel at Kegler Brown Hill and Ritter, joins the show to discuss best practices for the sponsors who are launching alternative products in today's changing marketplace. Show notes: https://altsdb.com/2022/08/andrew-doup-041/
Alternatives have had a massive bump in popularity in the past several years, especially among institutional investors and High Net Worth investors. But it seems many financial advisors are still lagging behind, in terms of awareness as well as usage in client portfolios. AltsDb co-founders Jimmy Atkinson and Andy Hagans discuss why this is the case, and whether it's likely to change in the near future. Show notes: https://altsdb.com/2022/07/jimmy-atkinson-040/
Impact investing has gone mainstream in 2022, but Grubb Properties was "doing well by doing good" before the concept came into fashion, as far back as the 1960s. James Holleman, VP of capital formation at Grubb Properties, joins the show to discuss Grubb's incredible backstory, plus the firm's focus on "essential housing," and why it represents an appealing opportunity for HNW investors. Show notes: https://altsdb.com/2022/07/james-holleman-039/
In an era of high inflation and possible tax hikes, it's important for HNW investors and their advisors to focus on "triple net returns," and especially proven ways to mitigate capital gains tax liability. Justin White, managing director at Centennial Advisers, joins the show to discuss smart strategies that HNW investors should employ when completing a 1031 exchange, plus some other tax-advantaged strategies to consider. Show notes: https://altsdb.com/2022/07/justin-white-038/
On June 30th, AltsDb co-founders Jimmy Atkinson and Andy Hagans hosted a live one-hour webinar for financial advisors, comparing Opportunity Zones, 1031 exchanges, and Delaware statutory trusts. Note: This webinar has been accepted by the CFP Board for 1 hour of CE credit. Show notes: https://altsdb.com/2022/07/webinar-replay-opportunity-zones-vs-1031-exchanges-dsts/
Alternative investment sponsors are targeting the mass affluent to achieve new growth, and the Federal Reserve has finally decided to get serious about fighting inflation. Listen in as AltsDb co-founder Andy Hagans discuss these stories with Michael Johnston, VP of Business Development at AltsDb, in the July 2022 Round-up. Show notes: https://altsdb.com/2022/07/alts-for-the-mass-affluent-and-the-feds-inflation-gamble---july-2022-round-up/
Origin Investments recently published their Multifamily Markets to Watch 2022 report, which included five cities which the company believes are appealing markets for investors to consider. The cities were selected with a methodology that includes both practical knowledge, as well as with input from Origin Multilytics, a proprietary suite of machine-learning models. Michael Episcope, principal at Origin Investments, joins the show to discuss how machine learning is helping to guide the future of multifamily development. Show notes: https://altsdb.com/2022/07/machine-learning-and-multifamily-with-michael-episcope/
Alts are a key component in the portfolios of virtually every family office and ultra high net worth investor. With patient capital on hand, these types of investors are likely to benefit from the diversification and sometimes outsized returns that private real estate investments can deliver. DJ Van Keuren, co-managing member of Evergreen Property Partners, joins the show to discuss how family offices are investing in real estate, plus the alternative investment trends that may unfold over the next several years. Show notes: https://altsdb.com/2022/06/real-estate-investments-for-ultra-high-net-worth-investors-with-dj-van-keuren/
While office and retail real estate properties hit a speed bump during the Covid lockdowns, multifamily continued to thrive. Tailwinds from higher inflation and continued high demand have ensured that this sector continues to be a favorite for High Net Worth investors and their advisors. Mitch Siegler, Senior Managing Director and Co-Founder of Pathfinder Partners, joins the show to discuss the enduring appeal of multifamily and what factors investors should consider when evaluating value-add multifamily investments. Show notes: https://altsdb.com/2022/06/value-add-multifamily-real-estate-with-mitch-siegler/
Multifamily's incredible strength has continued into mid-year 2022, even as the broader market landscape faces a variety of headwinds. Should investors still be excited about this sector? Scott Hawksworth, co-founder of Multifamily Investor, joins the show to discuss some surprising reasons that multifamily is continuing to set new records for investors inflows. Show notes: https://altsdb.com/2022/06/multifamily-mid-year-update-with-scott-hawksworth/
Self storage is a real estate segment that appears to be unstoppable, even in an economic downturn. But how can passive, accredited investors participate in this growth story? Kris Benson, chief investment officer at Reliant Real Estate Management, joins the show to discuss self storage investment strategies and more. Show notes: https://altsdb.com/2022/06/self-storage-real-estate-at-scale-with-kris-benson/
Construction loans are a key piece of the ecosystem that allows for new construction of multifamily, industrial and other types of commercial real estate. So how can passive, accredited investors participate in this profitable market segment? Austin Carlson, managing director and head of sales & investor relations at Parkview Financial, joins the show to discuss private real estate debt offerings and more. Show notes: https://altsdb.com/2022/06/private-real-estate-debt-investments-with-austin-carlson/
Meb Faber published his book, The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets, in 2011. The book details how an individual investor can mimic the famous (and relatively illiquid) portfolios of the Yale and Harvard endowments. Meb Faber, who is also the co-founder and the chief investment officer of Cambria Investment Management, joins the show to discuss whether the Ivy Portfolio is still relevant for individual investors and advisors today. Show notes: https://altsdb.com/2022/06/is-the-ivy-portfolio-still-relevant-with-meb-faber/
According to Panex, 85-90% of all domestic oil production comes from companies with fewer than 12 employees. With the global energy market in crisis, these oil production companies are more important than ever. RJ Burr, Sr. VP Corporate Operations at Panex, joins the show to discuss the incredible opportunities for domestic oil production, and some ways that High Net Worth investors can participate while availing themselves of some unique tax advantages. Show notes: https://altsdb.com/2022/05/tax-advantaged-oil-investment-strategies-with-rj-burr/
Alternative investments are seeing continued inflows, and President Biden has penned an op-ed describing his anti-inflation plans. Listen in as AltsDb co-founders Andy Hagans and Jimmy Atkinson discuss these stories and more in the June 2022 Round-up. Show notes and transcript: https://altsdb.com/2022/06/alts-see-record-inflows-bidens-inflation-plan-underwhelms---june-2022-round-up/
With the global economy facing a supply chain crisis, there is huge demand for domestic supply chain solutions. Enterprising real estate investors can take advantage of this burgeoning opportunity offered by the current crisis, while also investing in a sector that is poised for future growth. CJ Follini, managing principal at Noyack Capital, joins the show today to discuss supply chain real estate and a whole lot more. Show notes: https://altsdb.com/2022/06/supply-chain-real-estate-investing-with-cj-follini/
High Net Worth investors are increasingly turning to emerging markets to find investment opportunities at attractive valuations, and which have the potential for higher returns than traditional investments. Josh Ziegelbaum, Director of Investor Relations at Legacy Group, joins the show today to discuss why emerging markets continue to present an appealing opportunity for investors. Show notes: https://altsdb.com/2022/05/emerging-market-investment-strategies-with-josh-ziegelbaum/
The Federal Reserve recently announced a 50bps rate hike, in the wake of a CPI spike that has reached a forty year high. But as both bond and equity markets have nose-dived, alternative asset managers continue to show momentum. Could inflation actually be helping to accelerate the growth of the alts market? Show notes: https://altsdb.com/2022/05/bidenflation-alts-growth/
Many value-add real estate investment strategies focus on the exit, but some sponsors take a more long term approach. Kira Golden, the CEO of Direct Source Wealth, joins the show today to discuss why her long term, "buy and hold" philosophy resonates with so many accredited investors. Show notes: https://altsdb.com/2022/05/kira-golden/
Cattle and livestock represent an attractive investment opportunity within agriculture. In particular, grass-fed cattle are a premium product that give producers pricing power, as well as resilience to inflation and supply chain disruptions. Chris Rawley, the CEO of Harvest Returns, joins the show to discuss various livestock investment strategies that High Net Worth investors and their advisors should consider right now. See more: https://altsdb.com/2022/04/chris-rawley-022/
With inflation currently running over 8%, and voices on Capital Hill calling for tax increases, it's more important than ever for High Net Worth investors and advisors to focus on triple-net returns. This focus on triple-net means advisers and investors must place tax efficiency "front and center" when selecting new investments. Here are three tax-advantaged alts worth considering in 2022. See more: https://altsdb.com/2022/04/tax-advantaged-alts-2022/
Bipartisan and bicameral legislation was introduced last week that would improve the Opportunity Zones program, and extend the tax incentive’s deferral date by two years, from 2026 to 2028. So how likely is it that the program will be extended? AltsDb co-founders Andy Hagans & Jimmy Atkinson discuss. Show notes on AltsDb.com
Multifamily is gaining momentum toward becoming the largest rental asset class. It's a stable asset with low interest rates and a hedge against inflation and other economic disruptions that's creating investor demand. Not to mention tax advantages and portfolio diversification, the outlook for multifamily is distinctly promising. Scott Hawksworth is a co-founder of MultifamilyInvestor.com and an entrepreneur based in Chicago. MultifamilyInvestor.com covers trends and opportunities in multifamily real estate investing and helps High Net Worth investors, family offices, RIAs and financial advisors, and industry service providers navigate the ins and outs of the multifamily landscape. Show notes and transcript at AltsDb.com
There are many compelling reasons High Net Worth Investors might include gold in their portfolio, including portfolio diversification, tangibility, and a hedge against inflation. Precious metals, gold in particular, can be safe havens when other assets are struggling. And in recent years, gold has been a growth asset class with good profit potential. Stephen Flood is the CEO of GoldCore, an international gold broker located in Dublin, Ireland. Since 2003, GoldCore allows investors to buy gold and silver for direct delivery or for secure storage in a numerous high security vaults around the world. Show notes and transcript at AltsDb.com
Research reports provide a detailed analysis of industry fundraising trends and insights across asset classes. With alternative investments on the ascendancy, research and data reports are especially useful in assessing risk and return performance of the different alternative assets. This week's episode with Kevin Gannon, Chairman & CEO of Robert A. Stanger & Company, we examine the importance of utilizing authoritative data sources for investment decisions, with a focus on several periodicals published by Stanger. Show notes and transcript at AltsDb.com
This episode is the audio version of the keynote address from Alts Expo 2021 with Andy Hagans, as he discusses the reasons to be bullish on alternative investments heading into 2022. Andy Hagans is Chief Operating Officer at OpportunityDb.com, and the founder of AltsDb and The Alternative Investment podcast. Show notes and transcript at AltsDb.com
A popular strategy for deferring capital gains tax is the Opportunity Zone investment. However, timing and strategy are vital when it comes to qualifying for the OZ deferral with key considerations unique to this investment space. Ashley Tison is founder and president of OZPros, a national leader in helping people with capital gains harness the generational wealth creation opportunity of Opportunity Zones. Show notes and transcript at AltsDb.com
In this panel from Alts Expo 2021, a trio of experts discusses the surge of interest in alternative investments and tips for investors looking to navigate the various opportunities. Show notes and transcript at AltsDb.com
The crypto and blockchain sectors are on an upwards trajectory. But how to invest in these emerging assets requires industry know-how and strategic initiative. Jeffrey Maganis and Ivan Kan are co-founders of Crowdcreate, a digital marketing company that focuses on investor outreach for private equity funds. Show notes and transcript at AltsDb.com
When combined with the opportunity zone incentive, farmland can be a compelling asset class for investors. Farmland offers unique features compared to traditional real estate and often outperforms other investments during recessionary environments. But what makes agriculture a low-risk, high-return asset and how can investors capitalize on these opportunities? Paul Pittman is the Chairman and CEO of Farmland Partners Incorporated, and John Heneghan is the founder and manager of the Promised Land Opportunity Zone Fund. Show notes and transcript at AltsDb.com
Hosted by AltsDb.com, the inaugural Alts Expo will be a live showcase of alternative investments, taking place online on December 8, 2021. Learn more at AltsExpo.com
Tax lien investing offers a unique alternative to property ownership with the potential to generate passive income. They are an attractive tool for portfolio diversification, especially given the potential for return. Jeff Piposar is the founder and managing partner of JA Piposar LLC, a law firm dedicated to tax lien auctions and strategy in the Midwest. Jeff is also the operating partner of LPL Residential LLC, a Chicago-based real estate firm dedicated to purchasing, rehabbing, and selling tax deed and off market properties. Show notes and transcript at AltsDb.com
Alternative investments can offer portfolio diversification and long-term capital gains, but they aren't for everyone. These investment structures require the right infrastructure and expertise to balance their risks. Even so, the "alts" space represents a tremendous growth opportunity for investments beyond traditional asset classes that continues to grow and evolve. Tony Chereso is President and CEO of the Institute for Portfolio Alternatives (IPA), a trade organization that is committed to expanding access to real assets and creating more opportunities for retail investors to effectively balance their portfolios. Show notes and transcript at AltsDb.com
Investors are shifting to alternative investments to enhance returns, generate income, and provide diversification. But how does one invest in these funds and use them to balance a portfolio? Michael is co-CEO of Origin Investments, co-chairs the Investment Committee, and oversees investor relations, marketing and company operations. Michael brings 25 years of investment and risk management experience to Origin. Show notes and transcript at AltsDb.com
Global alternative investment opportunities are more varied and attainable than even before. But what's driving this trend and how can High Net Worth investors take advantage? Cole Shephard and Adam Jason are partners at The Legacy Group, an alternative asset manager that targets profitable investment opportunities with high social and environmental impact in Latin America. Show notes and transcript at AltsDb.com
Why should high-net-worth investors allocate a portion of their portfolio to private equity? And how might private equity be used to fund new technologies, make acquisitions, and provide more working capital? Will Walker, Managing Partner at Hall Venture Partners, is a private equity veteran and advisor to Hall Labs and HVP. Show notes and transcript at AltsDb.com
Farming and agribusiness offers a range of investment options capable of fulfilling numerous portfolio objectives that can be both recession-proof and high yielding. Income-producing agriculture often beats the returns from other asset classes and perform differently from them in response to market changes. Chris Rawley is founder and CEO of Harvest Returns, a Fort Worth-based online marketplace that connects accredited investors with opportunities in all types of agriculture, orchards, and timber. Show notes and transcript at AltsDb.com
Mobile home communities can be recession-resistant (and pandemic-resistant) assets for real estate investors seeking income. And they can oftentimes be vehicles for making socially responsible investments that revitalize downtrodden communities. Sam Hales is founder and CEO of Saratoga Group, an owner and operator of mobile home communities with more than $65 million in assets under management. Show notes and transcript at AltsDb.com
Opportunity Zones provide a new way for investors to mitigate and ultimately avoid taxation of capital gains. It might just be the greatest tax incentive ever created. Show notes and transcript at AltsDb.com
Delaware statutory trusts (DSTs) offer unique diversification opportunities and tax advantages for real estate investors. Learn more about the pros and cons of this special type of 1031 exchange. Show notes and transcript at AltsDb.com
Why should high net worth investors consider alternative investments for their portfolio? And what are some of the different types of alts available to such investors? Show notes and transcript on AltsDb.com
Are you a High Net Worth investor or financial planner who wants to improve your portfolio performance with tax-advantaged alternative investments? On this podcast, AltsDb co-founders Jimmy Atkinson and Andy Hagans will help to transform you into an alts expert... or at least give you a better understanding of how you can incorporate alternative investments into your own portfolio (or your clients’ portfolios). Show notes and transcript on AltsDb.com