Episodes

At all stages, an investment can be viewed as a series of checklists. Whether it’s conducting due diligence, determining if an asset type will diversify your portfolio, or even if you have the means to invest in a new venture, it’s important to ask yourself questions and execute all of the steps required to build passive income safely and successfully. For Eliot Bencuya, CEO and co-founder of Streitwise, considering every step of an investment is all a part of the day-to-day. His extensive exper...

Every investors’ journey is defined by their past experiences. These experiences can teach us a great deal about how to become better investors, financers, and eventually, even leaders. Each and every accomplishment is a product of hard work, determination, and applying what we learn throughout our investor journeys. For Jeremy Thomason, Senior Vice President of Investor Relations for CAF Companies, a multifamily investment, property management, and maintenance/construction firm. His leadership ...

As we have discussed with many established investors like today’s guest, Mathew Owens of OCG Properties, the desire to learn, grow, and expand never stops for an investor and entrepreneur. Mathew began his journey studying accounting and economics, and then became a CPA in 2002. Since then, he has grown with OCG Properties in buying, renovating, selling, and holding over 1000 single family properties, raising over $75 million in private investor capital, owning over 130 units across the nation, ...

Knowing the key steps for planning and strategizing can make all the difference for developing and managing a business that can truly grow. But how does one lay out a successful strategy, ensure growth, and raise the capital necessary to get that business to the point it needs to be? For Michael “Dersh” Dersham, CEO of healthcare technology and payment processing firm MAPay, building business, developing multi-disciplinary problem-solving, and raising capital have all gone hand in hand over the ...

When getting into investing, or investing in a syndication or fund for the first time, it’s crucial to know who you’re investing with, and if their goals align with yours. Are you someone who wants to know that their syndicator has gone through the trials and tribulations of this industry first-hand? Does explicit communication of core values matter to you when considering where to invest your money? Do you share in a desire to see more women at the forefront of investing, and a larger part of t...

We hear a lot about the benefits of building wealth, diversifying our assets, and passive income, but how can we determine the makeup of our investment portfolios? Where should my first investment funds go, and where should my funds go when the market changes? How much should I spend before I start earning income from my investments? How can I invest defensively and offensively to set myself up for now, later, and in legacy? Through all of these questions that you may be asking yourself, it’s i...

We often hear that so much of business and success can be attributed to “who you know”, or the relationships we form along the way. But how do you grow, maintain, and strengthen relationships between businesses, partners, investors, and clients? David Geldart, Director of Investor Relations and Capital at CityVest, began by raising over $55 million in capital through fundraising through individual and small business investments. The skills he has been able to build through his experience have al...

There is no such thing as “too early” when it comes to planning for retirement, but what do we do when it feels like we’re “too late”? Regardless of if you are in your twenties and new to the investment scene, or fifty and looking to retire more comfortably beyond the means of your current savings, investing in things like real estate can help you fund your retirement and create a legacy for your children and grandchildren at any age. Bill Manassero, founder and host of The Old Dawg’s REI Networ...

In life, it can be hard to accept change. We may go to school, get a degree, and find that once in the workforce, we are not fulfilled by the career we have chosen. How do we navigate changing our path to better suit our personal and financial needs? This scenario is similar to what real estate entrepreneur, business coach, and podcast host of Before the Millions , Daray Olaleye, encountered. After working in Corporate America as a Big 4 accountant left him feeling overwhelmed and unfulfilled, D...

One of the benefits of investing in alternative assets versus traditional investments like stocks, bonds, and mutual funds is the hands-on tangibility of those assets. The market volatility is unpredictable, and largely out of the average investor’s control. So how can you take control of your future wealth? William Bonati, principal in business development and marketing for the boutique alternative investments fund JKAM Investments, shares in his company’s goal to help investors “succeed in eco...

When starting a business, fund, or any investment opportunity, it is important to not only understand your investment, conduct your due diligence, and choose the right partners and investors, but to also understand how your investment stands out and can help you and others build real wealth. For Rick Allen, Co-Founder of Paperstac and Co-Founder/Fund Manager of MWMfund, the goal has been to grow new ways for investors to purchase and sell mortgage notes. His investment experience in the real est...

For many prospective, new, and even seasoned investors, gaining experience is crucial for building a reputation and expanding your knowledge of investing, but for many, it is also considered to be a key for financial freedom. As we have learned from many of our guests, the constant pursuit of knowledge in this industry can lead to great success, a strong network, and growing wealth. For Upside Avenue’s Chief Investment Officer Chirag Hathiramani, his education and over 13 years of commercial tra...

No investor is truly alone on their journey. Whether it is the inspiration of a mentor, or an established investor who has paved the way for others, or even someone online posting in a forum, there is a broad community of investors who have influenced each other and have made themselves resources for their peers. Alina Trigub, founder and Managing Partner of SAMO Investments, is guided by her business motto of educating fellow investors on how to build wealth. SAMO has enabled busy business owne...

Every great investor story starts with a dream. Having a passion for what you do and a desire to learn and improve are parts of the journey all investors work toward in order to make their dreams a reality. But how do we find the discipline to put goals in place and properly utilize our inner strengths to achieve our dreams? As a real estate investor and stock market trader who has turned his own dreams and hard work into training and money coaching, Larry Steinhouse has always dreamed big. He b...

At any stage in your investment career, perhaps one of the most illuminating, honest, and challenging questions to ask yourself is, “Why?” Why am I choosing this investment? Why am I starting this fund? Why do I want to take this route to financial freedom? Being able to locate and define the “whys” that all investors encounter throughout their lives and careers can not only help you better understand your investments, but better understand yourself. Paul Moore is no stranger to the benefits and...

On any road, there are pathways that can lead to new routes and new discoveries. For many successful investors, following their early passions is often what leads them to discovering the joys and benefits of alternative investments, and eventually, can lead them to financial freedom. Brian Adams, founder of Adams Investor Group, LLC, began as a CPA specializing in real estate taxation and forensic accounting for top tier firms and high-net worth individuals before combining his expertise and pas...

As a new investor looking to understand alternative investments, information is always at your fingertips...but sometimes, the sheer amount of it all can leave your head spinning. Nowadays, resources are everywhere, and whether it’s networks, events, publications, or even a simple search engine inquiry, your options as an investor are truly unlimited. So, how do you determine what’s best for you? There are always, of course, the major factors to consider, such as time, distance, and even who to ...