Alt Investing Made Easy

Summary How True Wealth Ventures empowers women-led companies to transform health and sustainability through venture capital. In this episode of Alt Investing Made Easy , Dr. Sara T. Brand, co-founder of True Wealth Ventures, shares how her fund invests exclusively in women-led companies improving environmental and human health. Discover why these startups statistically outperform, how overlooked...

Diversify smarter: stable, passive income through commercial real estate funds. Commercial real estate doesn’t have to be complicated. In this episode, Zane Schartz of Freedom Commercial Real Estate breaks down how diversified net-lease funds can generate stable monthly cash flow while minimizing risk. Whether you’re reallocating capital or expanding your portfolio, you’ll learn a proven, values-d...

Discover how Opportunity Zones can help you defer taxes, boost returns, and diversify your portfolio while fueling community growth. In this episode of Alt Investing Made Easy , attorney and Opportunity Zone expert Gerry Reihsen breaks down complex tax rules into practical, actionable strategies. Whether you’re planning a major exit in 2026 or exploring Opportunity Zone funds for real estate and o...

In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders engage with Carlos Lowenberg, founder of Masterpiece Capital. The conversation explores the importance of transformational relationships in wealth management, the significance of alternative investments, and the democratization of capital. Carlos shares insights on generational wealth, the role of independent a...

In this episode of Alt Investing Made Easy, Charles Heinzelman discusses premium finance, its benefits for high net worth individuals, and the importance of tax planning. He shares insights on networking, compliance in finance, and lessons learned from the financial crisis. Charles emphasizes the significance of personal philosophy in professional growth and reflects on his journey from attorney t...

In this episode, Wade Bruffey from Main Street Securities discusses the growing asset class of small business acquisitions, emphasizing the importance of owner-operators and the financing landscape. He shares insights from his personal journey in the industry and highlights the role of his company in supporting entrepreneurs in their acquisition endeavors. The conversation underscores the signific...

In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders engage in a comprehensive discussion with Hunter Albright from Salt Lending about the nuances of secured and unsecured lending, particularly in the context of cryptocurrency. They explore the importance of financial literacy in wealth building, the role of digital assets in modern finance, and the regulatory landscap...

Summary In this episode of 'Alt Investing Made Easy', hosts Sarah Florer and Roland Wiederaenders interview Dan Bitting, an attorney and shareholder at FBFK Law, discussing the intricacies of fiduciary duties in law, particularly in the context of alternative investing. The conversation explores various aspects of fiduciary responsibilities, the importance of disclosure, and the dynamics of litiga...

Summary In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders interview George T Lee, a seasoned attorney specializing in investment management and family offices. The conversation covers George's background as a third-generation attorney, the evolution and institutionalization of family offices, the complexities of SEC regulations, and the importance of investmen...

In this episode of Alt Investing Made Easy, Jonathan Tuttle shares his experiences traveling through Southeast Asia and discusses the growing trend of family offices in the region. He delves into his background in real estate and podcasting, explaining how he became involved with family offices and the unique challenges they face. The conversation highlights investment trends among family offices,...

Summary: In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders welcome Joe Fairless from Ashcroft Capital. Joe shares his journey from advertising to real estate, discussing the dynamics of the multifamily market, the impact of rising interest rates, and the importance of relationships in securing deals. He also highlights the Best Ever Conference, emphasizing its...

Summary: In this episode of Alt Investing Made Easy, Kyle Ferguson, founder of FBFK Law, shares insights into the values and principles that guide his law firm. He discusses the importance of empathy, culture, and leadership in creating a successful legal practice. The conversation explores the FBFK Way, a set of principles that emphasize responsiveness, teamwork, and treating colleagues like fami...

Summary In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders engage with Tim Dowling and Frank Navarro, discussing their investment opportunity in a mixed-use “neighborhood’”retail project in Buda, Texas. The conversation starts with an introduction and conversation about Frank and Tim’s background in commercial real estate, and moves on to a discussion of the in...

Summary In this episode, Sarah Florer and Roland Wiederaenders explore the concept of the five capitals, a framework for understanding wealth beyond just financial matters. They discuss human, intellectual, social, spiritual, and financial capital, emphasizing the importance of each in building generational wealth and fostering well-being within families. The conversation highlights personal exper...

Summary In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders interview Brian Hancock about his Texas Freedom Fund, an oil and gas investment fund. Brian shares his background in real estate and engineering, his transition into oil and gas investing, and the unique opportunities and tax benefits associated with this asset class. The conversation delves into the st...

Summary In this conversation Roland and Sarah from Alt Investing Made Easy introduce Patrick Grimes, of Passive Investing Mastery, who discusses his journey into alternative investments, emphasizing the importance of capital preservation and recession resilience. Patrick shares a passion with Sarah and Roland for providing education about alternative investing and in this conversation addresses th...

In this mini-episode from Alt Investing Made Easy we meet Mr. Rohit Sood who presents accredited investors with an investment opportunity with Commodore Group Holdings LP, a Delaware limited partnership focused on long-only quality investing in high-quality US equities. Rohit discusses the investment philosophy of approaching shareholding while ‘Thinking like an Owner’ and the importance of a conc...

Summary Hosts Sarah Florer and Roland Wiederaenders welcome Mr. Rohit Sood of Commodore Group Holdings, which uses a hedge fund strategy focused only on taking long positions.  In this episode from Alt Investing Made Easy we hear from Rohit as he shares his unique journey starting out as a trained engineer and then transitioning into finance and investment banking.  Rohit gives us insights into hi...

Summary In this episode of ALT Investing Made Easy, Alec McElhinny shares an investment deal he is offering in New Braunfels, Texas, focusing on flex industrial space and its advantages. The conversation explores the growth potential of New Braunfels, the benefits of investing in flex space, and the importance of lease structures in commercial real estate. You can reach Alec McElhinny at: linkedin...

Summary In this episode of ALT Investing Made Easy, Alec McElhinny shares his journey from being an actuary to becoming a commercial real estate investor. He discusses his current project in New Braunfels, Texas, focusing on flex industrial space and its advantages. The conversation explores the growth potential of New Braunfels, the benefits of investing in flex space, and the importance of lease...

Summary In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders delve into the regulatory framework governing securities, focusing on the Securities Act of 1933 and its implications for private offerings. They discuss the importance of Regulation D, the role of accredited investors, and the concept of materiality in disclosures. The conversation highlights the evolution o...

Summary In this episode of Alt Investing Made Easy, Roland and Sarah interview Mark Flickinger, General Partner and COO of BIP Ventures. Mark discusses the launch of their new investment product, BIP Ventures Evergreen BDC, which aims to provide accredited investors with easier access to private equity markets. He elaborates on their investment philosophy, emphasizing their role as active business...

Summary Today in this Episode of Alt Investing Made Easy hosts Sarah Florer and Roland Wiederaenders welcome Mark Flickinger from BIP Ventures to discuss investing in operating business through private equity, one of the classes of alternative investments. Mark is highly experienced and shares special insights developed from his background in competitive rowing and its impact on his investment phi...

Summary In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders delve into the concept of the capital stack, explaining its significance in investment decisions. They break down the layers of the capital stack, including debt, mezzanine debt, preferred equity, and common equity, discussing the risks and returns associated with each. The conversation emphasizes the importa...

Summary In this episode of Alt Investing Made Easy, Roland and Sarah speak with Carlos Cardenas from Austin Wealth Management, who discusses the critical role of strategic planning in wealth management, including in times of turbulence. He shares his journey from being an art dealer to becoming a wealth advisor, emphasizing the importance of understanding his clients' values and goals. The convers...