Our Next Event: Alts Expo - Oct 4th
Our Next Event: Alts Expo - Oct 4th
Car washes are a lesser-known commercial real estate investment sector, but they have the potential for both cash flow and significant price appreciation for investors. Whitney Elkins-Hutten, director of investor education at PassiveInvesting.com, joins Andy Hagans to discuss the appeal…
We’ve all come across tax savings strategies that seem too good to be true. Where should investors go from there? Andrew Gradman, a tax attorney in Southern California, joins Michael to discuss why it’s important to cultivate a healthy sense…
Treasury yields are up, with the current 10-year risk-free rate now hovering above 4.5%. What are some even better income opportunities for investors? Plus: the CFA institute has a new certificate program focused on private markets and alternative investments. Watch…
A self directed IRA (SDIRA) can provide high net worth investors with access to a number of alternative asset classes in tax-sheltered retirement accounts. Kaaren Hall, founder and CEO of uDirect IRA Services, joins Michael to discuss the use cases…
Bull markets come and go, but the best asset managers have learned how to survive and even thrive in any market environment. Grant Humphreys, president of Humphreys Capital, joins the show to discuss why his firm’s balanced approach resonates with…
The maturity wall has become a “wall of worry” for commercial real estate, but it won’t hit every sector in the same way. David Auerbach, REIT industry expert and author of The Daily REIT Beat newsletter, joins Andy Hagans to…
For investors holding highly appreciated company stock in their 401k plan, taking advantaged of Net Unrealized Appreciation rules can mean significant tax savings. Tyler Miller joins Michael to discuss the ins and outs of the NUA treatment and the importance…
Torsten Sløk, chief economist at Apollo Group, recently outlined 10 downside risks to the U.S. economy. Andy Hagans & Jimmy Atkinson of WealthChannel dissect each point. Plus, the democratization of private equity and other alternative asset classes continues. Watch On…
Many high net worth investors are familiar with the tax savings potential associated with real estate. Oil and gas investments can unlock even more valuable tax benefits. Sarah Sullivan, CEO at SuGo Capital, joins Michael to discuss why oil and…
Private credit is having a “moment,” with increasing numbers of High Net Worth investors and family offices making allocations to this asset class. Nelson Chu, founder and CEO at Percent, joins Andy Hagans to discuss the “new golden age” of…