The Alternative Investment Podcast

OpportunityDb founder Jimmy Atkinson has called the opportunity zones program "the greatest tax incentive of all time." And many investors agree, as they have poured billions of dollars into the program in its short life so far. But the true potential of the OZ program has largely been left unlocked, according to Jimmy. Here are seven opportunity zone "secrets" that every High Net Worth investor,...

Delaware statutory trusts have climbed in popularity in the past few years, as investors have taken advantage of rising asset prices to complete 1031 exchanges into products that allow them to grow their wealth with a fully passive investment vehicle. But will this trend continue now that the real estate market has a hit a rocky patch? Justin Amos, national sales manager and account executive at J...

NASAA recently released proposed revisions to REIT regulations, beginning a 30-day public comment period that was originally to end on August 11. But industry veterans argued that some of the proposed revisions aren't all they're cracked up to be, and so NASAA recently extended the REIT commend period to September 12. Anya Coverman, senior vice president of government affairs and general counsel a...

Financial markets have faced significant headwinds this year, some of which headwinds haven't been by investors in several decades. But the alt industry has barely skipped a beat, and a new whitepaper from Cerulli Associates details why the current moment may be ideal for alternative investments to shine. Daniil Shapiro, director of product development at Cerulli Associates, joins the show to disc...

Private equity has often been dominated by institutional investors and family offices, but some new offerings are providing increased accessibility to the space. Kelly Ann Winget, founder of Alternative Wealth Partners, joins the show to discuss non-correlated private equity strategies, and how these strategies can help "everyday" accredited investors reach their investment goals.

Due diligence and underwriting are important skills when evaluating any private placement offering, but too often, LPs are at a disadvantage when it comes to these key steps in the investment selection process. Jill Homan, president at Javelin 19, joins the show to discuss some key steps to successful underwriting, and how LPs can approach any offering (but especially OZ projects) with a more crit...

The US Labor Department has proposed a new rule that could favor ideological goals over investors' best interests; plus, the world of publicly-traded REITs continues to shrink. Listen in as AltsDb co-founder Andy Hagans discusses these stories and more with Michael Johnston, VP of Business Development at AltsDb, in the August 2022 Round-up.

Opportunity Zones represent an attractive value proposition for HNW investors seeking tax-advantaged investment vehicles. But different OZ funds employ different strategies, and vertical integration is one area where they vary widely. Ryan Tobias, managing partner at Jackson Dearborn, joins the show to discuss how vertical integration has given Jackson Dearborn an edge that can help enhance return...

As the alternatives space continues its upward climb, more sponsors are entering the market, and they are launching an increasing variety of offerings. But there are several types of pitfalls that sponsors of all stripes should take care to avoid. Andrew Doup, securities counsel at Kegler Brown Hill and Ritter, joins the show to discuss best practices for the sponsors who are launching alternative...

Alternatives have had a massive bump in popularity in the past several years, especially among institutional investors and High Net Worth investors. But it seems many financial advisors are still lagging behind, in terms of awareness as well as usage in client portfolios. AltsDb co-founders Jimmy Atkinson and Andy Hagans discuss why this is the case, and whether it's likely to change in the near f...

Impact investing has gone mainstream in 2022, but Grubb Properties was "doing well by doing good" before the concept came into fashion, as far back as the 1960s. James Holleman, VP of capital formation at Grubb Properties, joins the show to discuss Grubb's incredible backstory, plus the firm's focus on "essential housing," and why it represents an appealing opportunity for HNW investors.

In an era of high inflation and possible tax hikes, it's important for HNW investors and their advisors to focus on "triple net returns," and especially proven ways to mitigate capital gains tax liability. Justin White, managing director at Centennial Advisers, joins the show to discuss smart strategies that HNW investors should employ when completing a 1031 exchange, plus some other tax-advantage...

On June 30th, AltsDb co-founders Jimmy Atkinson and Andy Hagans hosted a live one-hour webinar for financial advisors, comparing Opportunity Zones, 1031 exchanges, and Delaware statutory trusts. Note: This webinar has been accepted by the CFP Board for 1 hour of CE credit.

Alternative investment sponsors are targeting the mass affluent to achieve new growth, and the Federal Reserve has finally decided to get serious about fighting inflation. Listen in as AltsDb co-founder Andy Hagans discuss these stories with Michael Johnston, VP of Business Development at AltsDb, in the July 2022 Round-up.

Origin Investments recently published their Multifamily Markets to Watch 2022 report, which included five cities which the company believes are appealing markets for investors to consider. The cities were selected with a methodology that includes both practical knowledge, as well as with input from Origin Multilytics, a proprietary suite of machine-learning models. Michael Episcope, principal at O...

Alts are a key component in the portfolios of virtually every family office and ultra high net worth investor. With patient capital on hand, these types of investors are likely to benefit from the diversification and sometimes outsized returns that private real estate investments can deliver. DJ Van Keuren, co-managing member of Evergreen Property Partners, joins the show to discuss how family off...

While office and retail real estate properties hit a speed bump during the Covid lockdowns, multifamily continued to thrive. Tailwinds from higher inflation and continued high demand have ensured that this sector continues to be a favorite for High Net Worth investors and their advisors. Mitch Siegler, Senior Managing Director and Co-Founder of Pathfinder Partners, joins the show to discuss the en...

Multifamily's incredible strength has continued into mid-year 2022, even as the broader market landscape faces a variety of headwinds. Should investors still be excited about this sector? Scott Hawksworth, co-founder of Multifamily Investor, joins the show to discuss some surprising reasons that multifamily is continuing to set new records for investors inflows.

Self storage is a real estate segment that appears to be unstoppable, even in an economic downturn. But how can passive, accredited investors participate in this growth story? Kris Benson, chief investment officer at Reliant Real Estate Management, joins the show to discuss self storage investment strategies and more.

Construction loans are a key piece of the ecosystem that allows for new construction of multifamily, industrial and other types of commercial real estate. So how can passive, accredited investors participate in this profitable market segment? Austin Carlson, managing director and head of sales & investor relations at Parkview Financial, joins the show to discuss private real estate debt offerings...

Meb Faber published his book, The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets, in 2011. The book details how an individual investor can mimic the famous (and relatively illiquid) portfolios of the Yale and Harvard endowments. Meb Faber, who is also the co-founder and the chief investment officer of Cambria Investment Management, joins the show to discuss whether the...

According to Panex, 85-90% of all domestic oil production comes from companies with fewer than 12 employees. With the global energy market in crisis, these oil production companies are more important than ever. RJ Burr, Sr. VP Corporate Operations at Panex, joins the show to discuss the incredible opportunities for domestic oil production, and some ways that High Net Worth investors can participat...

Alternative investments are seeing continued inflows, and President Biden has penned an op-ed describing his anti-inflation plans. Listen in as AltsDb co-founders Andy Hagans and Jimmy Atkinson discuss these stories and more in the June 2022 Round-up.

With the global economy facing a supply chain crisis, there is huge demand for domestic supply chain solutions. Enterprising real estate investors can take advantage of this burgeoning opportunity offered by the current crisis, while also investing in a sector that is poised for future growth. CJ Follini, managing principal at Noyack Capital, joins the show today to discuss supply chain real estat...

High Net Worth investors are increasingly turning to emerging markets to find investment opportunities at attractive valuations, and which have the potential for higher returns than traditional investments. Josh Ziegelbaum, Director of Investor Relations at Legacy Group, joins the show today to discuss why emerging markets continue to present an appealing opportunity for investors.