OZ Pitch Day - June 19
OZ Pitch Day - June 19
Combining safer asset-backed real estate with high-multiple venture investments in untapped markets may be an optimal Opportunity Zone strategy for investors seeking risk diversification. Kelly Ann Winget of Alternative Wealth Partners and Rachel Vass of Syzygy Cities have teamed up…
Capital markets have been volatile as of late. All forms of investment have been impacted, and Opportunity Zones are no exception. Ross Baird, founder of Blueprint Local, joins the show to discuss that impact, plus, some of the biggest lessons…
Limited partners (LPs) in private investment funds face many unique challenges when it comes to administration, portfolio management, and cash flow planning. Litan Yahav, founder and CEO of Vyzer, joins the show to discuss these challenges that High Net Worth…
Traditional wealth management is very experienced at managing an investor’s portfolio of assets at a traditional brokerage account of stocks and bonds. But there’s a gap when it comes to portfolio management of real estate properties, and when to utilize…
The key to investing success starts with having the right mindset. Steven Pesavento, president of VonFinch Capital, joins the show to discuss how living with “The Investor Mindset” can help investors generate more wealth. Watch On YouTube Episode Highlights Featured…
The nation’s housing shortage presents an opportunity to convert historic buildings into multifamily. But doing so comes with risk. Cullan Maumus, managing director at NORF Companies, joins the show to discuss how tax credit programs (in addition to Opportunity Zones)…
Ray Mazzie, managing partner at Southern Waters Capital, joins the show to discuss the current market cycle, his outlook on suburban, secondary, and tertiary markets, and the opportunity that they may present in these uncertain economic times. Watch On YouTube…
Today’s podcast episode is a replay of a live webinar presented by Jimmy Atkinson and Andy Hagans, wherein we described what hard-earned experience has taught us about investing, and the 3 habits that we have found to be essential for…
Opportunity Zone investing is simple, until it’s not. While the overall program is simple enough to comprehend, the devil is in the details. Complying with the statutory and regulatory requirements can be overwhelming for many fund managers, real estate operators,…
With the rise of e-commerce and grocery delivery, is there a growing market opportunity for the cold storage real estate sector? Chad BeBolt, managing director and principal at Saxum Real Estate, joins the show to discuss the current state of…