Episode 84 - Exploring the Alternative Investments Spectrum
Release Date: 06/20/2023
Episode 105 - Diving Deeper - Due Diligence in the World of Alternative Investments
Purpose-Driven Wealth
Understanding due diligence goes beyond knowing what’s going on. You have to be willing to do the work no matter how mundane it is and be willing to take the time to ensure your investment and investors are in good hands. In this second episode in a two-part series of the Purpose-Driven Wealth podcast, Mo Bina welcomes back Chris Carsley in a continuation of their discussion on due diligence in alternative investments. Diving deeper, they discuss about specific areas to focus, inefficiencies, repeatability, and risk management, to name a few. Here’s what you...
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Episode 104 - Small Changes, Big Impact - The Path to Eliminating Marginal Losses
Purpose-Driven Wealth
Most of us has a full understanding of the challenges that life is throwing at us, yet we understand so little about how our brain works in response to these challenges. In this episode of the Purpose-Driven Wealth podcast, Mo Bina welcomes back Deirdre Morrison in a very interesting conversation about how your brain works, and how to work your way in dealing with marginal losses. Deirdre has previously discussed about how our brain functions and how to better harness its ability. In today’s discussion, they cover the topic of how people can reduce and eliminate these marginal losses...
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Episode 103 - Your Slice of the Sunset - Fractional Ownership of Vacation Homes
Purpose-Driven Wealth
Podcast: Purpose-Driven Wealth Episode: Episode 103 - Your Slice of the Sunset - Fractional Ownership of Vacation Homes When we go on vacations, we can’t help but wonder how it would feel to own something like that vacation spot you enjoyed. What if you can participate in an investment specifically dealing with vacation rentals? In this episode of the Purpose-Driven Wealth podcast, Mo Bina talks with Jack Donnell about Fundhomes, and the basics of a fractional investment model in vacation rentals. They also talk about the effect of inflation on these assets, as well as...
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Episode 102 - Giving Back with Purpose - Making a Difference, Changing Lives
Purpose-Driven Wealth
Wealth is not only measured by what you have saved, but also by whom you have helped. In this very special episode of the Purpose-Driven Wealth podcast, Mo Bina shares the table with Joseph Bradford, the founder of B.A.R.E. Truth Inc, as they discuss about the key issues surrounding homelessness in the country, and what their organization does to help as many people as they can. Joseph’s inspiring journey through life gave rise to his initiative. Here’s what you will expect in this episode: A story with the first homeless person he hung out with....
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Episode 101 - Warehouse Wealth - Exploring Industrial Real Estate and Sale-Leasebacks
Purpose-Driven Wealth
Podcast: Purpose-Driven Wealth Episode: Episode 101 - Warehouse Wealth - Exploring Industrial Real Estate and Sale-Leasebacks We have heard lessons and discussions from market experts focusing on specific sectors of the real estate, but not much on what investors dub as “the ugly asset”. Join us and discover the nuances of the opportunities in the Industrial Real Estate. In this episode of the Purpose-Driven Wealth podcast, Mo Bina speaks with Judd Dunning, a seasoned broker and the President of DWG Capital. Judd shares his knowledge in evaluating Industrial Real...
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Episode 100 - Mastering the Ups and Downs - Secrets for Wealth in Economic Cycles
Purpose-Driven Wealth
Podcast: Purpose-Driven Wealth Episode: Episode 100 - Mastering the Ups and Downs - Secrets for Wealth in Economic Cycles Market cycles, in the world of wealth management, is a hidden gem hiding in plain sight, but its utility is only for those who understands it in the right context and the right timing. In this episode of the Purpose-Driven Wealth podcast, Mo Bina welcomes back Akhil Patel, author of a new book, The Secret Wealth Advantage, in a very engaging discussion about Economic Cycles in the current context. In Akhil’s first appearance (Episode 28), they have...
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Episode 99 - Diving Deep - Due Diligence in the World of Alternative Investments
Purpose-Driven Wealth
Due diligence is the most important aspect of making an investment. Though an institutional level investment firm has a massive system for making sure everything checks out, it pays to know how these things are going from the perspective of an expert. Join us in this episode of the Purpose-Driven Wealth podcast, as Mo Bina interviews Chris Carsley of Kirkland Capital Group. This is a must-see, must-listen episode for aspiring investors, as well as those who have already established themselves in investing. Learn about the importance of due diligence, and how pros like Chris get it...
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Episode 98 - Beyond Borders - Building Wealth with Mexican Real Estate
Purpose-Driven Wealth
The journey of a Real Estate entrepreneur can transcend borders if they so choose. Where others aspire to own property outside of the country, some people are already living the dream. Tune in to this episode of the Purpose-Driven Wealth podcast as Mo Bina speaks with Fletcher Wheaton of Cabo Key Real Estate, as they talk about Real Property investments in Mexico, the environment and atmosphere, and finance basics you need to know. Learn about the Pros and Cons of buying properties, as well as the related risks and tips for those who want to start buying a piece of paradise....
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Episode 97 - Driving Innovation in the Bitcoin Ecosystem
Purpose-Driven Wealth
Sending money to just anywhere in the world is a simple process but carries a lot of restrictions and limitations. The advent of Bitcoin and its lightning network bypasses those limitations in terms of transferring value with finality in the same acceptable level as being handed a 20-dollar bill where nobody can question that you have that amount of value. Join us in this episode of the Purpose-Driven Wealth podcast as Mo Bina interviews Christopher Calicott of Trammell Venture partners, the VC industry’s first Bitcoin-native fund. Learn more about why institutions and large players...
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Episode 96 - Diamonds - A Cut Above in the World of Investing
Purpose-Driven Wealth
Podcast: Purpose-Driven Wealth Episode: Episode 96 - Diamonds - A Cut Above in the World of Investing The most consistent lesson in investing is that all assets carry a certain risk, and price is dependent on the market. Investors are always on the lookout for new asset classes to help diversify their portfolio as a way to enhance risk mitigation. Join us in this episode of the Purpose-Driven Wealth podcast, as Mo Bina talks to Chris Dessi of Diamond Standard about how they created the first and only regulator-licensed diamond commodities. Learn about how they successfully leveraged the...
info_outlineDifferent asset types are traditionally used to hedge against other types that are experiencing a market downturn, but with the current environment, even crypto tends to rise and fall in the same trend as market activity in general. So, what are alternative investments, and how can it help your investment portfolio?
Join Mo Bina in this episode of the Purpose-Driven Wealth podcast with Stefan von Imhof, CEO of alts.co in a very informative discussion on alternative investments. They discuss different asset classes, like sports memorabilia, concert posters, wine, and vinyl records. Stefan’s alts.co are creating databases and indexes on untapped assets and markets.
Here’s what you will expect in this episode:
Stefan’s story: from micro private equity to alternative investments
Alternative investments and its role in portfolio diversification
How alts.co helps investors?
On building databases and indexes for alt assets
Analyzing asset performance based on the database.
On data sources for sports memorabilia
Creating data and indexes for markets without one.
On wine as an asset class
On luxury watch market
Selecting asset classes or opportunities
Red flags when vetting or evaluating.
Authenticity issues on wine, tequila, and alcohol
Alternative asset classes that alts.co currently like
On cash flow-based vs appreciation-based opportunities
About Stefan von Imhof:
Stefan is the co-founder and CEO of Alts.co. He’s a huge fan of alternative investing and has a strong background in alternative asset analysis and valuations. Prior to co-founding Alts.co, Stefan was Head of Product at Flippa where he created Flippa’s Due Diligence Program, He also spent time at Citrix and lynda.com, which was bought by LinkedIn, and was the first product manager at HG Insights, a market intelligence company that sold to Riverwood Capital Partners in 2020. Originally from Boston and later Santa Barbara, CA, he now lives in Australia with his wife & Boston Terrier, Charlie.
Stefan von Imhof Links:
Website: https://alts.co/
Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
Medium: https://mobina.medium.com/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index