wealth unfiltered

Can retirement accounts invest in multifamily real estate, private equity, and other alternative investments? In this episode of Wealth Unfiltered , Samantha Parrinello sits down with Ramez Fakhoury , Vice President of IRA Club, to explore how self-directed retirement accounts are reshaping access to alternative investments for financial advisors, accredited investors, and capital raisers. While m...

How do you separate an institutional-quality real estate sponsor from one that simply has good marketing? In this episode of Wealth Unfiltered , host Samantha Parrinello sits down with Jake Heidkamp , Co-CEO of FactRight, one of the industry's leading independent due diligence firms, to uncover the framework professional allocators, RIAs, and broker-dealers use to evaluate private real estate spon...

Is the future of portfolio construction really about adding more alternatives—or about understanding what you're actually paying for? In this episode of Wealth Unfiltered , host Samantha Parrinello sits down with Andrew Beer , founder of Dynamic Beta Investments and a pioneer in the managed futures space, for a candid conversation about alternative investments, portfolio construction, and the real...

Beyond 60/40: Why Real Assets Anchor the Modern Portfolio | Phil Shankweiler, Partners Group Is the traditional 60/40 portfolio evolving—or breaking down altogether? In this premiere episode of Advising the Modern Allocator , Samantha Parrinello sits down with Phil Shankweiler, CFA, CAIA , Managing Director and Head of RIA Client Solutions at Partners Group, one of the world's largest private mark...

In this episode of Wealth Unfiltered , Jeff Adler, Vice President of Yardi Matrix, breaks down the real-time data shaping today's multifamily housing market—and what it signals for investors navigating the next phase of the cycle. We explore the key forces driving performance across markets, including elevated new supply in Sun Belt and Mountain West regions, shifting migration patterns, demograph...

In this episode of Wealth Unfiltered , we're joined by John Chang, Chief Analytics and Intelligence Officer at Marcus & Millichap, to break down what's shaping the commercial real estate and multifamily investment landscape heading into 2026. John explains why this cycle may be setting up for a unique window of opportunity, as investor caution, shifting capital flows, and improving fundamentals be...

In this episode of Wealth Unfiltered , we sit down with Paul Fiorilla, Director of Research at Yardi Matrix, to break down the latest multifamily market trends, including supply, demand, rent growth, and investment outlook heading into 2026. Paul shares a data-driven perspective on how the recent wave of new apartment supply is impacting market performance across regions and asset classes. As the...

In this episode of Wealth Unfiltered , we sit down with Spencer Levy—Global Client Strategist and Senior Economic Advisor at CBRE—to unpack where commercial real estate is headed in 2026. Spencer breaks down the current market cycle, including the shift toward normalization, improving capital markets activity, and a more disciplined investment environment driven by real fundamentals—not financial...

In this episode, Army veteran and Landshark Founder Brent Bowers shares his powerful transition story and breaks down why real estate—especially the land niche—has become a game-changer for thousands of service members. Brent reveals the leadership traits, mindset shifts, and tactical steps that allow veterans to build scalable income, even with limited capital or experience. We dive into the real...

Private Wealth Funds & the Future of Ownership: How Elite Capital Networks Are Replacing Traditional Fundraising In this episode of Wealth Unfiltered, Samantha Parrinello sits down with Reagan Rodriguez — futurist, capital strategist, and Managing Director of the 5th Avenue Underground Club — to explore one of the most profound financial shifts of our time: the rise of private wealth ecosystems an...

Today's episode features Christopher E. Shockowitz, COO and lead Tax Strategist at DeferTax.com, a premier advisory firm helping high-income earners, business owners, and investors dramatically reduce, defer, or even eliminate federal taxes legally and sustainably. With more than a decade of experience and thousands of clients served, Chris shares powerful, lesser-known tax strategies designed spe...

Guest: Gordon Brewer, MEd, LMFT Are you growing your business — or just getting busier? In this high-impact episode, entrepreneur and therapist Gordon Brewer reveals what it really takes to scale a company sustainably, profitably, and without burning out. We break down the core shifts that separate small businesses that stall from those that scale into 8-, 9-, and even 10-figure enterprises. Gordo...

In this powerful episode of Wealth Unfiltered , host Samantha Parrinello sits down with Alex Gill , Viking Capital's first-ever President, to explore his 25-year journey through the highs and lows of real estate development and multifamily investing. From building the Indiana Jones ride at Disneyland to leading over $1.5 billion in multifamily projects , Alex shares lessons learned across multiple...

In this episode of Wealth Unfiltered , host Samantha Parrinello sits down with Jackie Ware of Pegasus Residential to uncover one of the most overlooked drivers of multifamily profitability: tenant satisfaction . What if your biggest opportunity to grow NOI and asset value isn't in raising rents — but in creating happier residents? Jackie shares how tenant experience directly impacts returns , why...

In this power-packed episode of Wealth Unfiltered, host Samantha Parrinello sits down with business strategist and coach Chad Ackerman to uncover the critical metrics that can make or break your company. Chad shares insider strategies for tracking the right KPIs, avoiding common business pitfalls, and building a thriving company culture that drives results. Discover the exact framework successful...

In this episode of Wealth Unfiltered , hosts Samantha and Chris Parrinello tackle a timely question: What happens when headlines drive markets more than fundamentals? From the Fed's latest rate cut to talk of tariffs, AI disruption, and even viral reactions to major news events, they unpack how emotion, fear, and FOMO can send stocks and investors on a rollercoaster ride. Chris explains why savvy...

On this episode of Wealth Unfiltered, Chris and Samantha sit down with Travis Smith, CEO & Founder of TribeVest, to talk about the five things he wishes he knew before aggregating capital to invest in real estate deals. Travis shares how pooling money with his brothers led to the idea for TribeVest, the challenges of raising capital as a group, and why "Super LPs" are changing access to private ma...

On this episode of Wealth Unfiltered , we sit down with Kristin Burton—PA, entrepreneur, mom, and the powerhouse behind Millionaires in Medicine. Kristin's journey is one of transformation: from graduating with over $150,000 in student loan debt to building a net worth of over $1 million by age 31. She shares the pivotal mindset shifts that fueled her financial independence, the common money mista...

On this episode of Wealth Unfiltered , Samantha Parrinello sits down with Dana Cornell, CEO of Cornell Capital Holdings, to unpack his bold philosophy: "Run your finances like the business they are." Dana shares why traditional one-size-fits-all advice often leaves investors exposed—and how high-income professionals can instead prioritize cash flow, tax efficiency, risk management, and legacy-buil...

Most retail investors think they're playing the same game as the ultra-wealthy — but they're not. Family offices, which manage billions in generational wealth, invest with a mindset and playbook that the average investor rarely sees. In this episode of Wealth Unfiltered , host Samantha Parrinello sits down with Bob Fraser of Aspen Funds to pull back the curtain on how family offices actually appro...

Summer 2025 has brought no shortage of headlines—falling inflation, interest rate debates, and surprising shifts in multifamily real estate. But what's real opportunity and what's just noise? In this episode of Wealth Unfiltered , Chris Parrinello, VP of Investor Relations at Viking Capital, joins us to cut through the hype and break down what today's market means for investors. From inflation and...

In this special Wealth Unfiltered episode, we pull back the curtain on a decade of grit, growth, and game-changing partnerships. 🎙️ You'll hear how Viking Capital went from a bold idea to acquiring over $1 billion in assets , the turning points that shaped the firm, and how strategic partnerships—like our Fund of Funds program—are driving the next wave of scale. 💡 Lessons from the trenches 🏛️ Cul...

On this episode of Wealth Unfiltered: "Halfway Through 2025 – What the Post-Election Economy Means for Real Estate" We're six months into a post-election year—and it's already been a rollercoaster. From renewed tariff tensions to a stalled Fed, shifting policies, and mixed consumer signals, the economic landscape is anything but stable. On this episode of Wealth Unfiltered , Chris Parrinello retur...

In this episode of Wealth Unfiltered , we sit down with Kyle McGee, Founder and CEO of Sunchase Companies—a Gulf Coast real estate firm that's been quietly but powerfully scaling since 2017. From humble beginnings to becoming a full-service developer and operator of multifamily communities, Kyle shares the origin story behind Sunchase and the vision that drives it today. We explore the strategic d...

In this engaging episode of Wealth Unfiltered , we dive into the world of finance in medicine with Kristin Burton – a critical care PA, educator, and entrepreneur who transformed her finances dramatically. Kristin started her medical career carrying over $160K in student debt and, through savvy money management and mindset shifts, became a self-made millionaire by age 31 . She shares how she did i...