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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 HealthAlpha Investingpodcast@alphai.comProperty Share EconomicsAkhil’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 HealthAlpha Investingpodcast@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 HealthAlpha Investingpodcast@alphai.comEMPR 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 HealthAlpha InvestingStratos TechnologiesGoldfinch Financepodcast@alphai.comSubscribe 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 HealthAlpha InvestingLiberty Real Estate FundNothing But Net Podcastpodcast@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 HealthAlpha InvestingAKRUpodcast@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 HealthAlpha Investingpodcast@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 CapitalSwan Bitcoin x Dollar Cost AveragingReal Wealth Real HealthAlpha Investingpodcast@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 NewsletterReal Estate Philosopher's Guide BookPre-Order Bruce's upcoming book releaseReal Wealth Real HealthAlpha Investingpodcast@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 PodcastShine Insurance YouTube ChannelReal Wealth Real HealthAlpha Investingpodcast@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 RadioGuest 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 HealthAlpha Investingpodcast@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 tenantsSubscribe 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 RadioGuest 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 LinkedInBen’s E-bookReal Wealth Real HealthAlpha Investingpodcast@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 RadioGuest 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 LinkedInReal Wealth Real HealthAlpha Investingpodcast@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 RadioGuest 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/abouthttps://www.linkedin.com/in/adriangrant3/Adrian’s Book, Students of LifeReal Wealth Real HealthAlpha Investingpodcast@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 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 RadioGuest 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 HealthAlpha Investingpodcast@alphai.comhttps://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 successSubscribe 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 WebsiteInvestor Mindset PodcastSteven’s E-Book Real Wealth Real HealthAlpha Investingpodcast@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 waySubscribe 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 — StitcherGuest 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.comResources:Real Wealth Real HealthAlpha Investingpodcast@alphai.comFletcher’s LinkedInFletcher’s YouTube ChannelCabokey.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 transactionsIn 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 marketsSubscribe 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 — StitcherGuest 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 HealthAlpha Investingpodcast@alphai.comhttps://www.q10capital.com/Todd on LinkedInContent.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 investmentSubscribe 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 — StitcherGuest 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 HealthAlpha Investingpodcast@alphai.comSamo FinancialPortfolio Diversification Whitepaper Learn more about your ad choices. Visit megaphone.fm/adchoices