In this episode of Alt Investing Made Easy, Chad King of Titan Capital shares his journey in real estate, emphasizing the importance of partnerships, effective marketing strategies, and the significance of selecting the right deals. He discusses his current investment opportunity in Chattanooga, Tennessee, and introduces the Deal Flow Creator software designed to help investors connect directly with property sellers. The conversation highlights the potential for financial freedom through commerc...
Jan 15, 2025•54 min•Ep. 18
In this conversation, the hosts discuss the intricacies of oil and gas investments with Jace Graham from Rising Phoenix Capital. They explore the evolution of drilling technology, the geographic scope of oil and gas investments, and the tax advantages associated with these investments. Jace shares insights on diversifying portfolios with energy investments and outlines the various investment strategies offered by Rising Phoenix Capital, including the use of self-directed retirement accounts for ...
Jan 09, 2025•59 min•Ep. 17
In this conversation, Sarah Florer, David Claflin, and Roland Wiederaenders delve into the intricacies of estate planning, focusing on the qualitative aspects that often get overshadowed by quantitative measures. David shares his unique journey into estate planning, emphasizing the importance of understanding the 'why' behind wealth transfer. The discussion explores the generational challenges of wealth, the significance of communication within families, and how cultural perspectives shape our u...
Dec 18, 2024•1 hr 8 min•Ep. 16
In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders discuss the importance of charitable giving, particularly during the holiday season, with Julia Helgeson from the Joyful Child Foundation. Julia shares her journey into nonprofit work, the foundation's mission to protect children, and the various programs they offer. The conversation also covers the legal aspects of charitable contributions, the significance of 501(c)(3) status, and strategies for effective charita...
Dec 12, 2024•6 min•Ep. 15
In this episode of Alt Investing Made Easy, hosts Roland and Sarah discuss the complexities of alternative investing, particularly in commercial real estate. They delve into the importance of selecting the right structure for the manager of the investment company, the implications of state tax laws, and the necessity of clear governance in management entities. The conversation emphasizes the need for proper planning and transparency to ensure successful investment outcomes. Credits and Contacts:...
Dec 12, 2024•10 min•Ep. 14
In this episode of Alt Investing Made Easy, hosts Roland and Sarah delve into the differences between open-ended funds and single asset funds, particularly in the context of commercial real estate. They discuss the advantages of open-ended funds, such as flexibility and diversification, while also addressing the importance of cash management, investor contributions, and transparency in disclosures. The conversation emphasizes the need for a solid investment strategy and the significance of maint...
Nov 27, 2024•33 min•Ep. 13
In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders welcome Trevor Thompson, Vice President of Investor Engagement at Massive Capital. The conversation explores Trevor's journey into real estate investing, the unique approach of Massive Capital in offering investment opportunities, and a new development project offered by Massive Capital in Richmond, Texas. The discussion also delves into the importance of financial education, the structure of investment deals...
Nov 21, 2024•53 min•Ep. 12
In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders engage with Mitch Flax,CAIA, Founder and Chief Investment Officer of Net Equity Capital, to explore the world of alternative investments. Mitch shares his extensive background in wealth management, the significance of the CHartered Alternative Investment Analyst (CAIA) designation, and information about certain metrics used to evaluate alternative investments. The conversation delves into the intricacies of 1...
Nov 13, 2024•55 min•Ep. 11
In this episode of Alt Investing Made Easy, Roland and Sarah host Jay and Rebekah Personias from South Silver Group. Jay and Rebekah discuss their personal journeys into real estate, the legacy of a family lake-side resort, and the current investment opportunity in marinas around the country. The conversation covers the dynamics of marina investments, including cap rates, revenue streams, and insights on how they plan to stabilize revenue through annual leases and the potential for significant r...
Nov 07, 2024•57 min•Ep. 10
In this episode of 'Alt Investing Made Easy', hosts Roland and Sarah discuss the complexities of alternative investments, focusing on private securities and the regulations surrounding who can offer and sell them. They explore the roles of broker dealers and other parties who can promote investments. They discuss the concept of democratization of capital, emphasizing the need for legal compliance in the investment process. The conversation aims to provide listeners with a deeper understanding of...
Oct 30, 2024•57 min•Ep. 9
In this episode of Alt Investing Made Easy, hosts Roland and Sarah, along with guests Mary Elizabeth Heard and Eddie Martin, delve into the world of distressed assets. They explore the definition of distressed assets, particularly in real estate, and discuss the current market cycle, highlighting the opportunities and challenges investors face. The conversation emphasizes the importance of having the right advisors and understanding the investment process, including the critical decision between...
Oct 23, 2024•57 min•Ep. 8
In this conversation, Mary Elizabeth Heard discusses the intricacies of bankruptcy law, focusing on pre-packaged bankruptcies, the broader concept of restructuring, and the impact of the Great Recession on these processes. She emphasizes the importance of a sound bankruptcy system in facilitating economic vibrancy and innovation. The discussion also covers the 363 sale process, which allows for the sale of assets free and clear of liens, and highlights the creative aspects of bankruptcy law that...
Oct 16, 2024•33 min•Ep. 7
In this episode of Alt Investing Made Easy, hosts Roland Wiederaenders and Sarah Florer discuss the complexities of bankruptcy law with attorney and expert Mary Elizabeth Heard. They explore the significance of bankruptcy in the investment landscape, particularly for small businesses and innovation. The conversation delves into the different types of bankruptcy, the role of bankruptcy courts, and the implications for investors regarding debt and equity during bankruptcy proceedings. The episode ...
Oct 09, 2024•28 min•Ep. 6
In this episode of Alt Investing Made Easy, hosts Roland and Sarah interview attorney Eddie Martin and altogether they discuss the complexities of alternative investments, focusing on the differences between public and private securities. They explore the costs associated with going public, the regulatory framework that governs public companies, and the historical context of securities regulation. The conversation also highlights the rise of private securities, the benefits and drawbacks of bein...
Oct 03, 2024•36 min•Ep. 5
In this conversation, Sarah Florer and Roland Wiederaenders discuss the topic of accredited investors in the alternative asset space. They explore the reasons behind the restrictions on who can invest in alternative assets and the legal basis for these requirements. They highlight three reasons that limiting investment in alternative assets to accredited investors makes sense: 1) accredited investors have a higher tolerance for risk of loss, 2) accredited investors have resources to hire advisor...
Sep 25, 2024•52 min•Ep. 4
In this conversation, attorneys Roland Wiederaenders and Sarah Florer invite the audience to join them in understanding the distinction between public and private securities and how risk is managed differently. They explain the concept of liquidity risk and how it varies depending on the type of alternative asset. They also emphasize the importance of considering the time horizon and return calculations when investing in alternative investments. The conversation touches on the qualifications for...
Sep 03, 2024•46 min•Ep. 3
In this conversation, attorneys Sarah Florer and Roland Wiederaenders explore private securities and their role in the world of alternative assets. They define private securities as investments in alternative assets, not traditional publicly registered securities. They explain that private securities are subject to different regulations and disclosure requirements than public securities. The conversation highlights the benefits of private securities, such as the ability for small businesses to r...
Sep 03, 2024•40 min•Ep. 2
In this episode, attorneys Roland Wiederaenders and Sarah Florer delve into the world of private securities and their significance in the world of alternative assets. They stress the importance of defining terms to ensure a comprehensive understanding of private securities and explain that private securities are investments in alternative assets that differ from traditional publicly registered securities. They clearly contrast between private and public securities, each with its registration req...
Aug 27, 2024•32 min•Ep. 1
