The Alternative Investment Podcast

Sustainability and energy efficiency are powerful trends in the residential real estate market. But can these concepts go beyond being mere "buzzwords" to enhance investor returns and deliver greater client satisfaction? Lorenzo Sargenti, founder and managing partner at Shape Equity Partners, joins the show to discuss an entire real estate investment strategy that is wholly focused on sustainabili...

Market selection can make or break any commercial real estate investment, in any sector. But when should technology drive the decision, versus expert insight and experience? Dan Rosenbloom, head of investments at Cadre, joins the show to discuss Cadre's "MVP" approach to market selection, and why it's a core part of the company's investment strategy.

With equities and bonds both in a sustained bear market, many family offices and HNW investors have looked to real assets to be portfolio ballast. But the devil's in the details; what's the best way to allocate a portfolio slice to real assets? Kara O'Halloran, director of investment research at FS Investments, joins the show discuss real asset strategies for 2023 and beyond.

Inflows into alternative investments set new records in 2020 and 2021, in a variety of segments and "wrappers." On alternative investment platform CAIS, one of the highest-growth areas in the past few years has been the structured notes segment. CAIS's Marc Premselaar and Mariner Wealth Advisors' Brett Kunshek join the show where we discuss trends in structured notes investing, and in the broader...

The Real Estate Family Office and Private Wealth Management Forum (East) is organized annually by IMN, with the 2022 conference taking place in Miami, Florida. AltsDb co-founder Andy Hagans joined Jimmy Atkinson during the event to discuss the incredible growth of the alts industry, and the story behind AltsDb.

The Real Estate Family Office and Private Wealth Management Forum (East) is organized annually by IMN, with the 2022 conference taking place in Miami, Florida. DJ Van Keuren, co-managing member of Evergreen Property Partners, joined Andy Hagans during the conference to discuss how family offices view current opportunities in the market. Show notes: https://wealthchannel.com/2022/10/imn-family-offi...

The Real Estate Family Office and Private Wealth Management Forum (East) is organized annually by IMN, with the 2022 conference taking place in Miami, Florida. AltsDb co-founder Andy Hagans joins Jimmy Atkinson with live reporting from this exciting event. Show notes: https://wealthchannel.com/2022/10/imn-family-office-068/

Even amidst sky-high inflation, bond prices have not fallen enough to deliver anywhere near positive yields, on a real basis. Many investors are turning to alternative types of debt investments to enhance the returns of their portfolio. Carson Rasmussen, principal of Fairview Partners Investment Management, joins the show to discuss senior secured real estate debt and its appeal for High Net Worth...

Even as many HNWIs invest in real estate via direct investments or private placement offerings, not all are aware of the nuanced differences in the major risk/return profiles. Chris Loeffler, co-founder and CEO at Caliber, joins the show to discuss the true differences between Core, Core Plus, Value-Add and Opportunities strategies.

Inflation may peak in Q3 2022, but still remain far elevated into 2023. Moreover, as the year winds down, it appears that the Federal Reserve may be unable (or unwilling) to avoid a "hard landing" for the U.S. economy. So what's the playbook for High Net Worth investors? Lara Rhame, chief U.S. economist and managing director on the investment research team at FS Investments, joins the show to disc...

The alternative investment industry has grown enormously in the past two decades, as leading fintech firms have addressed some major "pain points," to help widen alternatives' appeal. So just how big is the alternatives industry, and how much bigger can it get? Steve Houston, managing director & head of investment products at iCapital, joins the show to discuss how iCapital is helping to lead the...

On September 8, AltsDb co-founder Jimmy Atkinson hosted Justin Amos, national sales manager and 1031 specialist for JTC Americas, to present a live one-hour webinar for financial advisors. The webinar detailed best practices for real estate investors who are completing a 1031 exchange. This podcast includes an audio version of the webinar, including a short introduction by Andy Hagans.

Workforce housing is an important issue in our society, but it's also an appealing investment sector for family offices and Ultra High Net Worth investors. DJ Van Keuren, founder of the Van Keuren Family Office Real Estate Institute and co-managing member of Evergreen Property Partners, joins the show to provide background on workforce housing, including facts and myths, plus a powerful underlying...

The alternatives industry has been revolutionized since the 1990s, and products such as non-traded REITs now offer significantly more value to investors than they did decades ago. So why are so many advisors still hesitant to invest in alts? And how can more advisors become educated (and comfortable) so they are willing to invest in them? Stacy Chitty, co-founder of Blue Vault, joins the show to d...

Energy investments can be very profitable even in a vacuum, but their value for a VHNW/UHNW investor may be even higher in the context of an overall portfolio, given the substantial tax benefits. Matt Iak, executive vice president at U.S. Energy Development Corporation, joins the show to discuss several tax-advantaged energy investment strategies that family offices and VHNW/UHNW investors should...

IPAVision is organized annually by the Institute for Portfolio Alternatives, with the 2022 conference taking place in Nashville, Tennessee. Megan Gavin, director of strategic partnerships at the IPA, joins AltsDb co-founder Jimmy Atkinson with a live update from the event.

IPAVision is organized annually by the Institute for Portfolio Alternatives, with the 2022 conference taking place in Nashville, Tennessee. AltsDb co-founder Jimmy Atkinson joins Scott Hawksworth with live reporting from this exciting event.

The Fed has hiked interest rates multiple times this year, but inflation remains stubbornly high. Are housing prices unsustainable? If so, when will a housing price correction occur (and how deep will it be)? Cullen Roche, founder and CIO of Discipline Funds, joins the show to discuss what real estate investors should expect going into 2023.

Inflation has taken center stage in 2022, but its causes are a lot more complex than many investors assume. Moreover, it's not yet clear whether higher inflation will sustain into 2023 and beyond, or if the peak is already in the rear-view mirror. Cullen Roche, founder and CIO of Discipline Funds and author of the Pragmatic Capitalism book and blog, joins the show to demystify inflation, deflation...

On August 18, AltsDb co-founder Jimmy Atkinson hosted Andrew Doup, securities counsel at Kegler Brown Hill and Ritter, to present a live one-hour webinar for financial advisors. The webinar detailed six of the most common pitfalls in passive alternative investments (and how to avoid these pitfalls). This podcast includes an audio version of the webinar, including a short introduction by Andy Hagan...

Every family office is unique, with its own distinct strengths and investment philosophy. While most family offices share a long term time horizon, the perspective of each can differ greatly. Alex Bhathal, founder and executive chairman at Revitate, joins the show to discuss how his unique experiences in the operating business world have shaped the philosophy of his own family office, as well as t...

Family offices have a lot of options when it comes to real estate investing, including direct investments, LP investments in a fund, or even co-GP and LP-GP models. But how do they actually invest, according to the data? DJ Van Keuren, founder of the Van Keuren Family Office Real Estate Institute and co-managing member of Evergreen Property Partners, joins the show to discuss some surprising insig...

What would happen if you took a "boring but profitable" real estate sector, like self storage, and applied a consistent, "checklist-driven" approach to vertical integration over a significant period of time? Ryan Gibson, president and CIO at Spartan Investment Group, joins the show to discuss the self storage real estate sector, rollup strategies, multiple arbitrage, and a whole lot more.

Family offices are able to invest on a different scale, but also with a different time horizon than a typical individual investor. So what lessons can individual investors learn from family offices (and how can these lessons help enhance returns)? Nick Parrish, managing director at Cresset Partners, joins the show to discuss Cresset's philosophy of "patient capital", and all of the advantages that...

Saxum’s national portfolio and development pipeline includes industrial, multifamily, office, mixed-use and student housing assets, with portfolio capitalizations exceeding $2BN. So what are the challenges and advantages of managing such a large and diversified real estate portfolio? Chad DeBolt, managing director and principal at Saxum Real Estate, joins the show to discuss why a vertically integ...