ADISA's Focus on Alternatives Podcast Series

In this episode of Focus on Alternatives , Greg Mauz, ADISA board member and senior managing director at Skyway Capital Markets, and Trawnegan Gall, senior vice president at Cornerstone Real Estate Investment Services, explain why the master lease is a critical part of DST due diligence. Learn how lease structure affects investor distributions, what to look for in sponsor reporting, and why a spon...

In the latest episode of Focus on Alternatives , Greg Mauz, ADISA board member and senior managing director at Skyway Capital Markets, sits down with Keegan De Silva, managing partner of Quincy Wells Group, to examine the differences between evergreen and lifecycle fund structures.  De Silva discusses how the two approaches differ in liquidity, valuations, fees, risk and suitability, and where eac...

In this episode of Focus on Alternatives , ADISA CEO Jade Miller speaks with Amy Arnold, Chief Due Diligence Officer at Concorde Investment Services, about the shift toward relationship-driven due diligence. Arnold discusses sponsor transparency, AI’s growing role in the review process, common red flags, and how the industry can raise due diligence standards to better serve advisors and investors....

Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, speaks with Rizwan Ibrahim, CFA, CAIA, CIPM, CFP®, about evaluating alternative investments within the context of a client’s overall portfolio. The conversation covers needs-based portfolio construction, asset-liability matching, manager selection in private markets, and the strategic role of illiquidity. The Al...

Private placement insurance structures are becoming more accessible to accredited investors as they make their way downstream. In this video, Sandy Geyelin, senior vice president of Global Wealth with Athene, sits down with Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, to break down the structure, tax implications, and role private placement life insurance...

Section 1031 exchanges benefit from professional management, the potential for monthly checks, built-in tax advantages, and more. Now they’re appearing more frequently in the oil and gas space. In this episode of Focus on Alternatives, Brad Updike, attorney with Mick Law, sits down with Greg Mausz, ADISA director and senior managing director with Skyway Capital Markets, to break down the growing u...

Interest in oil and gas alternative investments has accelerated in recent years. In this episode, Sam Irvani, chief investment officer at Waveland Energy Partners, joins Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, to discuss what’s driving renewed momentum, how improved sponsor discipline and geologic selection support capital protection, and why renewabl...

This episode of Focus on Alternatives conversation offers an educational look at how NAV REITs fit into today’s real estate landscape. Dwight Dunton, CEO of Bonaventure, joins Greg Mausz, ADISA director and senior managing director with Skyway Capital Markets, to explain how NAV REITs handle ongoing valuations, incorporate limited-liquidity features, and function within advisory accounts. Dunton d...

Alternatives have become mainstream and are now considered an essential part of a portfolio. In this episode, Sylvia Kwan, CEO and CIO of Ellevest, joins Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, to discuss why alternatives have become essential in modern portfolios and why advisors should begin with client goals before selecting strategies. Kwan explai...

In this episode, Chad Willis, co-founder and manager of Renaissance Growth Partners, unpacks the full spectrum of oil and gas investing: income programs, working interests, producing properties, and more, with Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets. Learn how advancements in data and technology have transformed the sector, what misconceptions persist,...

Roth conversions can create powerful tax-free growth potential when done strategically. In this episode, Matt Chancey, founder of Tax Alpha Strategies, sits down with Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, to explain how real estate investment, especially development projects, can help reduce taxes through discounts and timing. Learn how investors ar...

As technology rapidly evolves, sponsors must adapt to better serve their clients. Join Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, and Aaron Pollak, founder and CEO of VENTURE.co, for a discussion on the technological trends reshaping today’s investment landscape.  The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcas...

As data usage skyrockets, data centers have become one of the most in-demand real estate sectors today. Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, and Gael Ragone, president at Carter Funds, outline the four main types of data centers and dive into key trends, including the impact of AI, hyperscale growth and sustainability. Listen now! The Alternative and D...

Artificial intelligence is transforming financial services, but how can advisors separate practical application from overhyped buzz? In this episode, Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, talks with David Itzkovits, co-founder of Optimal AdvisorAI, about why financial professionals might benefit from exploring AI use cases to save time, identify the mos...

Energy and digital needs are evolving rapidly worldwide, and infrastructure must adapt to keep pace. In this episode, Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, is joined by Michael Underhill, ADISA director, chief investment officer and chief executive officer at Capital Innovations, and author of “The Handbook of Infrastructure Investing.” Together, they d...

Both 1031 and 721 Exchanges have been valuable tools in real estate investing for decades. But how do they differ, and how can advisors best leverage them for their clients? In this episode, Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, welcomes back Warren Thomas, managing partner at ExchangeRight. Together, they explore the key similarities and differences be...

Senior housing is more than just real estate; it’s a resilient, needs-based investment opportunity that’s gaining attention. In this episode, Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, sits down with Jade Miller, immediate past-president of ADISA and president of capital markets at Bourne Financial Group, to break down the nuances of the sector. From the dif...

Alternative investments have seemingly exploded in popularity in recent years as investors seek opportunities beyond traditional asset classes. Listen in with Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, and David Bodamer, investments editor at WealthManagement.com, as they highlight different trends in alternative investments and the different fund types, the...

When a sponsor enters the retail channel, they are faced with a number of challenges and opportunities. Join Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, and Heidi Wheatley, founder of Sponsor Growth Solutions, as they discuss the key benefits of the retail channel, how sponsors may know they’re ready to enter the retail space, common mistakes that emerging sp...

Sponsors are looking for capital formation. They have an idea, whether it’s a project or a property, but they need capital to make that idea grow. In this episode, Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, and Kyle Kadish, ADISA director and director of capital markets at IBN Financial Services, discuss different capital raising strategies, different functi...

Host Greg Mausz, senior managing director at Skyway Capital Markets and ADISA director, and Douglas Blake, managing director of investment solutions at Kingswood U.S., explore the comprehensive journey of an alternative investment. This episode outlines the lifecycle of an alternative investment, covering everything from the sponsor's role and due diligence to ongoing monitoring and eventual...

Interest in collateralized loan obligations (“CLOs”) has risen in recent years, on both the institutional and retail sides. In this episode, Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, and Brian Aleksa, vice president at Oxford Funds, discuss what senior secured loans are, how they are used to create CLOs and even portfolio management techniques that managers...

In the public markets, a transfer agent’s role may be straightforward, but how do they fit in in the alternative investments space? Join Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, and Kevin Brennan, executive vice president of equity services at Computershare, as they discuss how transfer agents function in the alts sector, how transfer agents differ from cu...

What are the attributes of a high-quality sponsor, and how do Delaware statutory trust sponsors differ from other sponsors? Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, and Adriana Olsen, national sales manager and senior vice president of marketing at Passco Companies, discuss all things related to DSTs and their sponsors, including track record, asset classe...

With a rich history, manufactured housing has a compelling backstory. In this episode, Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, and Michael Anise, CEO and co-founder of FG Communities, delve into the evolution of manufactured housing with its impact on the current housing market and why investors should consider this often-overlooked sector.  ---------...