In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders welcome Trevor Thompson, Vice President of Investor Engagement at Massive Capital. The conversation explores Trevor's journey into real estate investing, the unique approach of Massive Capital in offering investment opportunities, and a new development project offered by Massive Capital in Richmond, Texas. The discussion also delves into the importance of financial education, the structure of investment deals, and the significance of aligning interests between investors and sponsors. In this conversation, the speakers delve into the complexities of investment regulations, the importance of trust in investor relationships, and the current state of the real estate market. They discuss the impact of recent economic changes on investment opportunities and the cultural shifts in housing preferences, emphasizing the need for education and understanding in navigating these areas. The conversation highlights the significance of creating value through real estate investments and the evolving nature of the American dream.“Don’t wait to invest in Real Estate - invest in Real Estate and Wait!”Please contact Trevor from Massive Capital about the 506(c) offering presented in this episode, or for any further information, at K. Trevor Thompson https://www.linkedin.com/in/ktrevorthompson/Please visit https://massive.capital/ for more information. TakeawaysTrevor emphasizes the importance of starting to invest early.Massive Capital focuses on transparency and education for investors.The company seeks unique investment opportunities and partnerships.Investing in real estate can lead to financial freedom.The structure of deals at Massive Capital aligns interests of investors and sponsors.Trevor's journey highlights the power of compounding income through real estate.Massive Capital operates in the value-add multifamily space.The new investment opportunity in Richmond targets a high-income area.Understanding 506(c) deals allows for broader investor participation.Education is key to helping investors make informed decisions. General solicitation under a 506(c) offering allows for attracting investors through the internet.Investors should start with friends and family to build trust.Self-verification for accredited investors simplifies the process, but this can only be done in a 506(b) offering.Choosing the right investment team is crucial for success.Market cycles create unique buying opportunities for strategic investors.The American dream is evolving with changing housing markets.Renting is becoming a more viable option for many individuals.Real estate investments can create generational wealth.Understanding legal complexities is essential for investors.Real estate offers significant tax advantages for investors.Chapters00:00 Introduction to Alt Investing and Massive Capital07:11 Trevor Thompson's Journey into Real Estate Investing10:03 Massive Capital's Unique Approach to Investments17:08 New Investment Opportunity in Richmond, Texas25:07 Understanding 506C Deals and Investor Relations29:25 Navigating Investment Regulations32:51 Understanding Investor Relationships36:40 The Importance of Trust in Investments38:30 Market Trends and Future Opportunities42:38 The American Dream and Real Estate44:40 Cultural Shifts in Housing Preferences48:14 Creating Value Throug h Real Estate Investments

In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders engage with Mitch Flax,CAIA, Founder and Chief Investment Officer of Net Equity Capital, to explore the world of alternative investments. Mitch shares his extensive background in wealth management, the significance of the CHartered Alternative Investment Analyst (CAIA) designation, and information about certain metrics used to evaluate alternative investments. The conversation delves into the intricacies of 1031 exchanges, qualitative assessments in investing, and the current economic outlook. Mitch also discusses his podcast that is focused on sports betting, showcasing his analytical approach to investment strategies.To contact Mitch Flax, please message him through LinkedIn: https://www.linkedin.com/in/mitch-flax-net-equity-capital/For more information about CAIA, the Chartered Alternative Investment Association organization, and the available credentials, please visit https://caia.org/TakeawaysWealth management professionals have unique perspectives on alternative investments.The CAIA designation provides a strong foundation for investment professionals.Investment metrics like IRR and cash on cash return are essential but not definitive.Qualitative assessments are crucial in evaluating investment opportunities.Understanding the people behind investments is as important as the numbers.1031 exchanges offer unique investment opportunities but require careful planning.Investors should consider the long-term implications of their investment decisions.Market predictions are challenging; focus on long-term goals instead.Asking better questions leads to better investment outcomes.Invest in what you know to mitigate risks.Chapters00:00 Introduction to Alternative Investments02:57 Mitch Flax's Background and Career Journey06:07 Exploring Net Equity Capital and 1031 Exchanges08:53 Understanding the CAIA Designation12:00 Investment Metrics and Their Importance14:58 Evaluating Private Investments17:55 The Role of the Sharpe Ratio21:08 Practical Applications of Investment Metrics23:54 Deep Dive into 1031 Exchange Solutions27:10 Exploring 1031 Exchanges and Investment Vehicles30:34 Evaluating Investment Returns and Risks32:15 Syndicating Commercial Real Estate Investments37:42 Qualitative Assessment in Investment43:37 Market Predictions and Economic Outlook48:19 Sports Betting and Investment Strategies

In this episode of Alt Investing Made Easy, Roland and Sarah host Jay and Rebekah Personias from South Silver Group. Jay and Rebekah discuss their personal journeys into real estate, the legacy of a family lake-side resort, and the current investment opportunity in marinas around the country. The conversation covers the dynamics of marina investments, including cap rates, revenue streams, and insights on how they plan to stabilize revenue through annual leases and the potential for significant returns in the marina space. In this conversation, the speakers discuss the intricacies of investing in marinas through a fund-of-funds strategy. They explore the evaluation of marina investments, the importance of management teams, and the challenges faced in regulatory environments. The discussion highlights the significance of due diligence and the benefits of investing in a fund compared to individual deals. The South Silver Group Recreation Fund is introduced as a promising investment opportunity, emphasizing the potential for high returns and the importance of investor education.More information can be found at:Marina Investment Opportunities Worth Exploring: https://southsilvergroup.com/a-brief-history-of-marinas-and-their-current-market/Defining A Typical Marina Investment: https://southsilvergroup.com/defining-a-typical-marina-investment/A Brief History of Marinas and Their Current Market: https://southsilvergroup.com/a-brief-history-of-marinas-and-their-current-market/For past projects, see Yielding Impressive Returns, halfway down this page: https://southsilvergroup.com/archive-page/Contact details for Jay and Rebekah can be found at: https://southsilvergroup.com/home-page/contact-us/TakeawaysJay started investing in real estate at 59 and a half.Rebekah's journey into real estate began with self-education about financial independence.The family resort legacy influences their current investment strategies.Marinas offer diverse revenue streams and unique investment opportunities.Cap rates are crucial for understanding investment value.Annual leases help stabilize revenue for marinas.The marina market is underrepresented by large funds.Investing in marinas can yield high profit margins.Understanding the seasonal nature of marina investments is key.Financial education is essential for younger generations. Investing in marinas requires understanding operational strategies.Not all marinas are viable investments; due diligence is crucial.Regulatory challenges can significantly impact marina operations.A strong management team is essential for successful investments.Investing in a fund allows for diversified risk and potential higher returns.The South Silver Group focuses on well-managed marinas with growth potential.Investors should be aware of the importance of legal support in transactions.The fund-of-funds strategy can provide better investment opportunities.Investors need to understand the dynamics of the marina market.Education and transparency are key to building investor confidence.

In this episode of 'Alt Investing Made Easy', hosts Roland and Sarah discuss the complexities of alternative investments, focusing on private securities and the regulations surrounding who can offer and sell them. They explore the roles of broker dealers and other parties who can promote investments.  They discuss  the concept of democratization of capital, emphasizing the need for legal compliance in the investment process. The conversation aims to provide listeners with a deeper understanding of the securities landscape and the various entities involved in alternative investing. In this conversation, Roland and Sarah discuss the complexities of agency problems in business, the evolving role of investment advisors, and the implications of new exemptions under the JOBS Act. They emphasize the importance of understanding compensation models for investment advisors and the need for integrity when evaluating investment opportunities. The discussion highlights the significance of having qualified individuals representing issuers and the necessity of thorough due diligence in investment decisions.TakeawaysThe only time trouble will arise is if the deal goes bad.Alternative investments are often structured as private securities.Private securities can be sold under certain exemptions from registration rules.Broker dealers must register with the SEC to receive commissions.Compensation for broker dealers is based on transaction success.Deal size is crucial for determining the involvement of broker dealers.Democratization of capital allows more people to invest in private securities.Legal compliance is essential in the alternative investment space.Natural persons can act on behalf of issuers to sell securities.Understanding the roles of associated persons is key in securities transactions. Companies obtain money to do business, which leads to agency problems.Understanding who represents a company is crucial for investors.Investment advisors play a key role in navigating securities laws.New exemptions under the JOBS Act provide opportunities for investment advisors.Compensation models for investment advisors can vary significantly.Investors should be aware of the integrity of those offering investment opportunities.It's essential to ask questions and seek clarity in investment situations.The democratization of capital allows more individuals to participate in investing.Maintaining communication with investors is vital for successful investments.If something seems off in an investment opportunity, further investigation is warranted.Chapters00:00 Introduction and Background03:00 Private Securities and Alternative Investments08:43 Broker-Dealer Rules and Exemptions14:45 Opportunities Beyond Broker-Dealers19:04 Clarifying the Purpose of the Webcast21:24 The Risks of Illegal Commissions28:48 The Issuer Exemption: Eligible Individuals32:56 The Role of a Director of Investor Relations39:31 Flexibility in Associated Persons of an Issuer41:14 Compensation Models for Investment Advisors51:49 The Importance of Alignment of Interests56:51 The Need for Professional Advice

In this episode of Alt Investing Made Easy, hosts Roland and Sarah, along with guests Mary Elizabeth Heard and Eddie Martin, delve into the world of distressed assets. They explore the definition of distressed assets, particularly in real estate, and discuss the current market cycle, highlighting the opportunities and challenges investors face. The conversation emphasizes the importance of having the right advisors and understanding the investment process, including the critical decision between investing in debt and equity. The episode also touches on the potential for repurposing distressed assets in various sectors, including commercial real estate and other industries. In this conversation, Roland, Mary ELizabeth, Eddie and Sarahdiscusses the complexities of distressed assets, their potential for repurposing, and the importance of understanding the underlying value of these investments. THe participants emphasize the need for education and advisory support in navigating the intricacies of bankruptcy and restructuring. The discussion highlights the risks involved in investing, particularly with personal guarantees, and the necessity of being informed to achieve better outcomes in alternative investing.TakeawaysDistressed assets present opportunities to buy low and sell high.Understanding the definition of distressed assets is crucial for investors.The current market cycle has led to an increase in real estate bankruptcies.Investors need to assess their risk tolerance when considering distressed assets.Having the right advisors is critical in navigating distressed asset investments.The decision between debt and equity can significantly impact investment returns.Investors should evaluate opportunities on a case-by-case basis.Repurposing distressed assets can create new value in various industries.The role of financial advisors and tax implications are essential in investment decisions.Understanding the market dynamics is key to identifying investment opportunities. Distressed assets can be repurposed for various uses.Investors need to understand the underlying value of distressed assets.Bankruptcy can provide a fresh start for businesses.Education and advisory support are crucial in investing.Personal guarantees can significantly impact investment decisions.The balance between securities law and real estate investing is important.Investing requires a thorough understanding of risks.Market trends can influence the value of distressed assets.Investors should approach opportunities with caution and awareness.Knowledge is essential for successful investing. Chapters00:00 Introduction to Distressed Assets03:01 Understanding Distressed Assets in Real Estate06:08 The Current Market Cycle and Opportunities09:11 Navigating the Investment Process11:57 Debt vs. Equity: Making Investment Decisions14:48 The Role of Advisors in Distressed Asset Investments17:59 Analyzing Investment Opportunities20:46 Exploring Other Types of Distressed Assets28:21 The Evolution of Distressed Assets31:08 Understanding Distressed Assets and Their Value34:40 Navigating Bankruptcy and Restructuring40:50 The Balance of Securities Law and Real Estate Investing46:29 The Importance of Education and Advisory in Investing

In this conversation, Mary Elizabeth Heard discusses the intricacies of bankruptcy law, focusing on pre-packaged bankruptcies, the broader concept of restructuring, and the impact of the Great Recession on these processes. She emphasizes the importance of a sound bankruptcy system in facilitating economic vibrancy and innovation. The discussion also covers the 363 sale process, which allows for the sale of assets free and clear of liens, and highlights the creative aspects of bankruptcy law that can lead to successful outcomes for distressed companies.TakeawaysRestructuring work can be done before filing for bankruptcy.Pre-packaged bankruptcy allows for negotiations with lenders before court involvement.Restructuring is not inherently negative; it can involve reorganizing debt and company structure.Bankruptcy is often a last resort for companies trying to avoid public scrutiny.The Great Recession led to widespread awareness of inflated property valuations.A sound bankruptcy process is crucial for economic vibrancy and innovation.The American bankruptcy system is more favorable compared to other countries' systems.A 363 sale allows for the sale of property free of liens, providing clean titles.Auctions in bankruptcy are beneficial for creditors and can maximize asset value.Bankruptcy can be a creative process that leads to rebirth and new opportunities.Chapters00:00 Understanding Pre-Packaged Bankruptcy06:24 The Broader Concept of Restructuring11:45 The Impact of the Great Recession on Restructuring16:53 The Importance of a Sound Bankruptcy Process22:47 Exploring 363 Sales in Bankruptcy30:49 The Creative Process of Bankruptcy

In this episode of Alt Investing Made Easy, hosts Roland Wiederaenders and Sarah Florer discuss the complexities of bankruptcy law with attorney and expert Mary Elizabeth Heard. They explore the significance of bankruptcy in the investment landscape, particularly for small businesses and innovation. The conversation delves into the different types of bankruptcy, the role of bankruptcy courts, and the implications for investors regarding debt and equity during bankruptcy proceedings. The episode emphasizes the importance of understanding bankruptcy as a tool for financial recovery and innovation in the business world.TakeawaysAmerica's economy is built on small businesses.Bankruptcy law is crucial for understanding investment opportunities.There are different types of bankruptcy: Chapter 7 and Chapter 11.Bankruptcy can be a positive process for restructuring businesses.Investors need to understand the implications of bankruptcy on their investments.Bankruptcy courts are specialized and focused on unique problems.The concept of a 'fresh start' is vital in bankruptcy.Old equity may be wiped out during bankruptcy proceedings.Investing in debt can provide better protection than equity in bankruptcy.Disclosure issues are critical for public companies during bankruptcy.Chapters00:00 Introduction to Alternative Assets and Bankruptcy Law02:51 Understanding Bankruptcy: Types and Importance11:55 The Role of Bankruptcy in Supporting Innovation19:05 Navigating Debt and Equity in Bankruptcy25:49 Conclusion and Future Insights on Bankruptcy

In this episode of Alt Investing Made Easy, hosts Roland and Sarah interview attorney Eddie Martin and altogether they discuss the complexities of alternative investments, focusing on the differences between public and private securities. They explore the costs associated with going public, the regulatory framework that governs public companies, and the historical context of securities regulation. The conversation also highlights the rise of private securities, the benefits and drawbacks of being a public company, and the role of the SEC in protecting investors. The episode concludes with insights on the future of alternative investments and the importance of understanding the risks involved.TakeawaysGoing public involves significant costs and regulatory requirements.Public companies face ongoing compliance obligations that can be burdensome.The rise of private equity has changed the landscape of capital raising.Liquidity in public markets comes with its own set of challenges.Sarbanes-Oxley introduced strict regulations for public companies.Understanding the historical context of securities regulation is crucial.General solicitation has opened new avenues for private investments.The SEC plays a vital role in investor protection and market integrity.Investors must conduct due diligence when considering private offerings.The balance between regulation and innovation is essential for market growth.Chapters00:00 Introduction to Alternative Investments02:46 Understanding Public vs. Private Securities05:57 The Costs of Going Public09:04 Regulatory Framework and Compliance11:53 Historical Context of Securities Regulation15:11 The Rise of Private Securities17:55 Benefits and Drawbacks of Being Public20:46 General Solicitation and Investment Opportunities23:47 The Role of the SEC and Investor Protection26:59 Conclusion and Future Perspectives

In this conversation, Sarah Florer and Roland Wiederaenders discuss the topic of accredited investors in the alternative asset space. They explore the reasons behind the restrictions on who can invest in alternative assets and the legal basis for these requirements. They highlight three reasons that limiting investment in alternative assets to accredited investors makes sense: 1) accredited investors have a higher tolerance for risk of loss, 2) accredited investors have resources to hire advisors, and 3) accredited investors can invest larger tranches of money, which supports the management of investments with a smaller group of investors. They also discuss the criteria for individual investors to be accredited, including net worth and income thresholds. In this part of the conversation, Sarah and Roland briefly touch on non-US investors and the potential for them to invest in alternative assets in the United States and highlight the importance of financial health and wealth building for individuals worldwide. They also discuss the different types of Rule 506 offerings, including 506B and 506C, and the consequences of including non-accredited investors in offerings for alternative investments. They mention the limitations on advertising for 506B offerings and the requirement for accredited investor verification in 506C offerings.TakeawaysAccredited investors have a higher tolerance for risk of loss and can afford to invest without jeopardizing their financial stability.Having resources to hire advisors is important for understanding the risks and making informed investment decisions.Private investments do better with a smaller group of investors, which is why the entry points are usually higher.Individual investors can be considered accredited based on their net worth or income levels.The criteria for accredited investors help protect investors and ensure the success of alternative asset investments. Non-US investors can also invest in alternative assets in the United States.Financial health and wealth building are common interests for individuals worldwide.Rule 506 offers different options for including non-accredited investors.506B offerings have limitations on advertising.506C offerings allow for advertising but only accept accredited investors.Accredited investor status must be verified in 506C offerings.Chapters00:00 Introduction and Background01:27 The Importance of Accredited Investors03:06 Reasons for Restrictions on Alternative Asset Investing06:31 Legal Basis for Accredited Investor Criteria10:29 Private Securities and Consumer Protection13:01 Risk and Liquidity in Alternative Asset Investing16:19 Managing Investments with a Smaller Group of Investors18:16 Practical Considerations for Accredited Investors22:21 Understanding Accredited Investor Criteria25:55 Criteria for Accredited Investors: Net Worth and Income26:23 Conclusion: Protecting Investors and Ensuring Success26:45 Investing in Alternative Assets for Non-US Investors27:31 The Global Interest in Financial Health and Wealth Building29:11 Understanding the Different Types of Rule 506 Offerings34:32 The Limitations of Advertising in 506B Offerings36:10 The Consequences of Including Non-Accredited Investors42:15 Accredited Investor Verification in 506C Offerings

In this conversation, attorneys Roland Wiederaenders and Sarah Florer invite the audience to join them in understanding the distinction between public and private securities and how risk is managed differently. They explain the concept of liquidity risk and how it varies depending on the type of alternative asset. They also emphasize the importance of considering the time horizon and return calculations when investing in alternative investments. The conversation touches on the qualifications for investing in alternative assets and the role of accredited investors in managing risk. In this conversation, Sarah and Roland discuss the risks of investing in alternative assets. They highlight three main risks: liquidity, information, and management. They explain how these risks can impact investors and provide insights on how to mitigate them. They also emphasize the importance of thorough disclosure and due diligence when investing in alternative assets. The conversation concludes with a call for feedback and engagement from the audience, encouraging them to be active participants in their financial education.TakeawaysRisk is a critical consideration when investing in alternative assets.Liquidity risk varies depending on the type of alternative asset.The time horizon and return calculations should be carefully considered when investing in alternative assets.Accredited investors have certain qualifications that allow them to manage risk more effectively.Liquidity risk, information risk, and management risk are the main risks associated with investing in alternative assets.Potential Investors should carefully consider the liquidity of the underlying assets and the quality of the information provided by the investment promoters when evaluating investment deals.Management risk can be mitigated by having a succession plan and involving multiple individuals in the project.Thorough disclosure and due diligence are essential when investing in alternative assets.Engaging with financial planners and seeking feedback can help investors make informed decisions.Chapters00:00 Understanding Risk in Alternative Assets05:31 Managing Liquidity Risk in Alternative Assets09:28 Liquidity and Alternative Assets12:09 Liquidity in Hedge Funds14:40 Liquidity in Commercial Real Estate17:41 Liquidity in Private Equity21:30 The Risk of Liquidity in Alternative Investments23:47 Introduction to Risks in Alternative Asset Investing26:15 Importance of Disclosure and Due Diligence30:14 Mitigating Management Risk32:39 Considering the Liquidity and Exit Plan of Underlying Assets37:13 Management Risk and Succession Planning43:46 Evaluating Leverage in Real Estate Investments46:43 Importance of Thorough Disclosure49:01 Engaging with Financial Planners and Seeking FeedbackCREDITS:Sponsored byReal Advisers, Austin, TexasSpecial thanks to:Grable Martin PLLC Red Sun Creative, Austin, TexasVisit us at: AltInvestingMadeEasy.comPlease contact us: [email protected] Wiederanders: [email protected] Sarah Florer: [email protected]: “This production is for educational purposes only and is not intended as investment or legal advice.”© 2024 AltInvestingMadeEasy LLC All rights reserved