All About Alts

All About Alts

di NuView Trust
InvestimentiMiglioramento personale
Stagione 2

S2 Episode 14: Navigating Note Investments: A Comprehensive Overview

Dive into notes! In our latest podcast episode, "Navigating Note Investments: A Comprehensive Overview," we're joined by Joshua Andrews, Managing Partner of Paper Profits, LLC, and an expert in note investments. Joshua's journey into note investing began in 2012 when he started using his funds to purchase mortgages in the secondary market. His progression from personal investments to involving friends and family, and eventually securing funding from accredited investors, underscores his strategic approach to scaling his note investment business. We dive into a multitude of topics ranging from understanding loans and the loan market to dissecting interest rates, and market conditions. Jason and Joshua also discuss the intricacies of buying notes and the opportunities presented by private lending. Join them on a comprehensive exploration of a possible alternative investment strategy that may fit within your portfolio. Tune in to gain a deeper understanding of this asset class and receive invaluable guidance on navigating note investments. Get the book! "Paper Profits How to Buy and Profit from Notes: A Beginner's Guide" https://www.paperprofitsfund.com/#get_the_book If you wish to contact Josh Andrews, please feel free to schedule a call or meeting at: https://calendly.com/joshandrews If you have questions or would like to recommend a topic for us to cover, email allaboutalts@nuviewtrust.com. We would love to partner with you on this journey, text “ALTS” to (407) 708-1853, to learn more about how to get started today. Disclaimer: The views and opinions expressed by guests on the All About Alts podcast are solely their own and do not necessarily reflect the views or opinions of NuView Trust Company, the podcast host, or any affiliated individuals or organizations. We encourage listeners to seek professional advice or conduct their own research on any topics discussed in the podcast. Thank you.
S2 · E14
10 apr 2024
55:19

S2 Episode 13: Building Wealth, One Unit at a Time: Capitalizing on Self-Storage Investments

In this episode, "Building Wealth, One Unit at a Time: Capitalizing on Self-Storage Investments," our host Jason DeBono sits down with guest Sean Casterline, a Chartered Financial Analyst, and Registered Investment Advisor, to talk about alternative assets, emerging market trends, and investing in self-storage. Sean has a wealth of experience, including leadership roles in both financial advisory firms and the self-storage sector. Sean is currently responsible for managing the Capital & Partner Solutions team. Additionally, Sean serves as a member of the Storage Units Executive Committee, and Storage Units Equity Management Committee. Drawing from his extensive background Sean discusses the evolving economic landscape and the appeal of defensive real estate assets, specifically self-storage units. Throughout the episode, Jason and Sean explore alternative investing strategies, highlighting the shifts in today's market and the importance of adaptability. From exploring self-storage investments to identifying possible opportunities within alternative asset classes, they offer practical advice for investors seeking to diversify their portfolios and capitalize on emerging trends. If you wish to contact Sean Casterline, please feel free to email him at scasterline@storageunitscapital.com or give him a call at 407-617-2747. You can also find his website by clicking here: https://www.storageunitscapital.com/ If you have questions or would like to recommend a topic for us to cover, email allaboutalts@nuviewtrust.com. We would love to partner with you on this journey, text “ALTS” to (407) 708-1853, to learn more about how to get started today. Disclaimer: The views and opinions expressed by guests on the All About Alts podcast are solely their own and do not necessarily reflect the views or opinions of NuView Trust Company, the podcast host, or any affiliated individuals or organizations. We encourage listeners to seek professional advice or conduct their own research on any topics discussed in the podcast. Thank you.
S2 · E13
3 apr 2024
48:56

S2 Episode 12: Legal Updates: LLCs and Realtors Commission

Listen now to our new episode titled "Legal Updates: LLCs & Real Estate Commissions." During this episode we hear from our host Jason DeBono, and guest, Joe Seagle, attorney and owner of Aspire Legal Solutions. Joe's firm serves as a beacon for individuals navigating the intricate landscape of asset purchasing, protection, and succession planning. During this episode, Joe will discuss the intricacies of legal updates surrounding LLC ownership and realtor commissions in today's real estate market. With his extensive legal background, Joe offers invaluable insights into the latest developments. From the details of checkbook control LLCs to pivotal shifts in realtor commission regulations, this episode serves as a guide for anyone navigating the legal terrain of real estate investments and brokerage. As Jason and Joe unravel the complexities of these significant legal updates, listeners are given the knowledge needed to stay ahead in this ever-evolving landscape. If you wish to contact Joe Seagle, please feel free to email his team at hhelbig@aspirelegal.com or give them a call at 8448422774. If you have questions or would like to recommend a topic for us to cover, email allaboutalts@nuviewtrust.com. We would love to partner with you on this journey, text “ALTS” to (407) 708-1853, to learn more about how to get started today. Disclaimer: The views and opinions expressed by guests on the All About Alts podcast are solely their own and do not necessarily reflect the views or opinions of NuView Trust Company, the podcast host, or any affiliated individuals or organizations. We encourage listeners to seek professional advice or conduct their own research on any topics discussed in the podcast. Thank you.
S2 · E12
27 mar 2024
1:01:16

S2 Episode 11: Investing in Education and Health: Understanding ESA and HSA Plans

Join us for, "Investing in Education and Health: Understanding ESA and HSA Plans." During this episode, your host, Jason DeBono explores Health Savings Accounts (HSAs) and Coverdell Educational Savings Accounts (ESAs). Jason will also walk through real-world examples, illustrating the possible impacts of strategic planning with these financial tools. Listeners can expect a thorough breakdown of these special-purpose plans highlighting the possible opportunities you can utilize with them. Whether you're considering your long-term healthcare needs or planning for your child's education, Jason provides valuable insights on how to use these plans effectively. Tune in to learn how to make the most out of Health Savings Accounts and Coverdell Educational Savings Accounts. This episode offers valuable guidance on harnessing the full potential of ESA and HSA plans. Don't miss out on this opportunity to enhance your financial literacy! If you have questions or would like to recommend a topic for us to cover, email allaboutalts@nuviewtrust.com. We would love to partner with you on this journey, text “ALTS” to (407) 708-1853, to learn more about how to get started today.
S2 · E11
20 mar 2024
29:10

S2 Episode 10: Mortgage REITs: Turning Loans into Lucrative Returns

Dive into our new episode, "Mortgage REITs: Turning Loans into Lucrative Returns" on the All About Alts podcast hosted by Jason DeBono. We are joined today by Justin Mitchell, the founder and CEO of Realworld Asset Group. Justin brings a wealth of experience and expertise in real estate debt and credit markets, honed over 15 years of dedicated focus. Throughout the episode, Mitchell shares his insights into the lending side of Real Estate Investment Trusts (REITs), highlighting the workings of Mortgage REITs and private lending. Listeners are guided through the intricacies of these investments, gaining valuable knowledge on how loans can be transformed into returns within the real estate market. Additionally, Jason and Justin discuss the current economic landscape and give insight into what they think is in store in 2025. Their analysis provides listeners with a comprehensive understanding of the economic trends shaping the real estate and investment landscape, making this episode a must-listen for all investors seeking to navigate the complexities of the market! If you wish to reach out to Justin Mitchell, please find his contact information below as well as Kurt Daradics the Co-founder and COO of RWA Group. Justin Mitchell: Email: justin@rwagroup.io Phone: 805-797-3189  Website: rwagroup.io Kurt Daradics: Email: kurt@rwagroup.io Phone: 323-646-8530  Website: rwagroup.io RWB Group Disclaimer: "The information contained in this presentation is for discussion purposes only and does not constitute and shall not give rise to any legally binding obligation on the part of any party to any discussions or any of such party’s affiliates. This presentation further includes a number of “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Such statements include, but are not limited to, assumptions and statements about the benefits of investing in the Company, future financial and operating results, risks, the Company’s plans, objectives, expectations and intentions with respect to future operations; and other statements identified by words such as “assume,” “anticipate,” “believe,” “plan,” “expect,” “intend,” “will,” “should,” “may,” or words of similar meaning. Such forward-looking statements are based on the current beliefs and expectations of the Company and are inherently subject to significant business, economic and competitive risks, uncertainties, and contingencies, many of which are difficult to predict and beyond the Company’s control. Actual results may differ materially from the results anticipated in these forward-looking statements." NuView Trust Disclaimer: The views and opinions expressed by guests on the All About Alts podcast are solely their own and do not necessarily reflect the views or opinions of NuView Trust Company, the podcast host, or any affiliated individuals or organizations. We encourage listeners to seek professional advice or conduct their own research on any topics discussed in the podcast. Thank you.
S2 · E10
13 mar 2024
41:56

S2 Episode 9: Navigating Business Realities: Insights on Real Estate, Investing, and Growth

Welcome back to another episode of "All about Alts"! In this episode titled "Navigating Business Realities: Insights on Real Estate, Investing, and Growth", we're thrilled to have David Greene join us. David is the CEO of The David Greene Team at Keller Williams Realty, Inc., and the CEO of The One Brokerage. He's also the host of the Bigger Pockets Podcast and a best-selling author. With his extensive experience as a licensed real estate broker and lender, David's insights are invaluable. In this episode, Jason and David explore a wide range of topics that provide valuable insights for entrepreneurs and investors alike. From real estate investing to market dynamics and more, David shares his wealth of experience. Whether you're building your portfolio or navigating the business landscape, David's insights offer you potential tips and tricks to navigate your financial journey. David also provides insights into the future of the market, offering predictions and trends for the upcoming months. We are thrilled to announce that David will be our keynote speaker at AltsCon! If you want to learn more from David be sure to check out AltsCon.com to register for this event coming in October! If you have questions or would like to recommend a topic for us to cover, email allaboutalts@nuviewtrust.com. We would love to partner with you on this journey, text “ALTS” to (407) 708-1853, to learn more about how to get started today. Disclaimer: The views and opinions expressed by guests on the All About Alts podcast are solely their own and do not necessarily reflect the views or opinions of NuView Trust Company, the podcast host, or any affiliated individuals or organizations. We encourage listeners to seek professional advice or conduct their own research on any topics discussed in the podcast. Thank you.
S2 · E9
6 mar 2024
1:04:05

S2: Episode 8: Property Profits: The Power of Private Lending in Real Estate

In this episode of All About Alts, your host Jason DeBono, President of NuView Trust, welcomes Michael Aubut, Founder and CEO of MoneyStream Financial Solutions. With a wealth of experience and insight, Michael brings forth an abundance of knowledge on the intricacies of private lending as an asset class and its potential impact on your investment portfolio. Join Jason and Michael as they explore the fascinating world of private lending, unraveling its mechanisms and exploring the options available for investors looking to tap into this space. From understanding commercial mortgages to navigating the complexities of hard money lending, this episode promises to be an enlightening journey for both seasoned investors and those new to the game. If you wish to reach out to Michael Aubut, please feel free to contact him via text through his team inbox: 407-732-0110 or schedule a call at https://calendly.com/michaelaubut/call. If you have questions or would like to recommend a topic for us to cover, email allaboutalts@nuviewtrust.com. We would love to partner with you on this journey, text “ALTS” to (407) 708-1853, to learn more about how to get started today. Disclaimer: The views and opinions expressed by guests on the All About Alts podcast are solely their own and do not necessarily reflect the views or opinions of NuView Trust Company, the podcast host, or any affiliated individuals or organizations. We encourage listeners to seek professional advice or conduct their own research on any topics discussed in the podcast. Thank you.
S2 · E8
28 feb 2024
1:00:59

S2 Episode 7: Maximizing Wealth: Tax Considerations for Your Portfolio

In our latest episode of All About Alts, our host, Jason DeBono explains the intricacies of taxes, compound interest, and different investment strategies you can utilize. He breaks down the importance of understanding pre-tax and post-tax options for your investment portfolio, providing listeners with valuable insights into optimizing their financial growth. By exploring concepts like the Rule of 72, Jason simplifies the complex world of finance, empowering listeners to make informed decisions about their money. Throughout the episode, Jason explores why the wealthy prioritize wealth-building strategies beyond returns. He emphasizes the significance of long-term planning and strategic allocation of funds to maximize wealth accumulation. Whether it's utilizing pre-tax options to minimize current tax burdens or allocating assets in post-tax accounts for future growth, Jason explores these different avenues for success tailored to listeners looking to enhance their financial well-being. Tune in to this episode to learn all about taxes and how to harness them to build lasting wealth. If you have questions or would like to recommend a topic for us to cover, email allaboutalts@nuviewtrust.com. We would love to partner with you on this journey, text “ALTS” to (407) 708-1853, to learn more about how to get started today.
S2 · E7
21 feb 2024
29:32

S2 Episode 6: Navigating the Franchise Landscape

In the latest episode of All About Alts, "Navigating the Franchise Landscape," host Jason DeBono engages in a captivating conversation with Tariq Johnson, CEO and Founder of Franchise Empire. Tariq was able to transition from being trapped in the "golden handcuffs" of his 9-5 to full-time entrepreneur. Despite facing initial setbacks in his entrepreneurial endeavors, Tariq's resilience and determination propelled him forward, eventually leading him to find success as a multi-unit franchisee. Through this enlightening episode, listeners dive into the intricacies of franchising as a potential investment avenue. Tariq explains how franchising transcends conventional boundaries, offering a diverse spectrum of opportunities for franchisors and franchisees. Drawing from his own experiences, Tariq shares invaluable insights and practical steps tailored for those embarking on their entrepreneurial journey. From navigating the world of franchising to deciphering entrepreneurship, this episode offers wisdom for anyone charting their course in the business world. Tune in to uncover the secrets of success and unlock the potential of franchising as an investment class. We are thrilled to announce that Tariq is one of our esteemed speakers at AltsCon! His insights and expertise are an invaluable addition to our lineup. If you're eager to learn more about the world of alternative investments and hear from industry leaders like Tariq, we invite you to visit AltsCon.com. There, you can learn more about our event and secure your registration. For those interested in connecting with Tariq directly or exploring the realm of franchising further, you can check out his YouTube channel: TariqJohnson, or on his company's website: franchiseempire.com. Disclaimer: The views and opinions expressed by guests on the All About Alts podcast are solely their own and do not necessarily reflect the views or opinions of NuView Trust Company, the podcast host, or any affiliated individuals or organizations. We encourage listeners to seek professional advice or conduct their own research on any topics discussed in the podcast. Thank you.
S2 · E6
14 feb 2024
50:51

S2 Episode 5: From Concept to Corporation: Secrets for Sustainable Business Growth

Join us on this insightful episode of All About Alts, where we explore the dynamic world of sustainable business growth with our esteemed guest, Gary Harper, CEO of Sharper Business Solutions. Hosted by Jason DeBono, this episode promises a wealth of wisdom and practical strategies for aspiring entrepreneurs and seasoned business owners alike. With over a decade of experience as an executive in a Fortune 500 company, Gary Harper brings invaluable insights into the process of evaluating operational expenses and driving efficiencies to propel businesses to new heights. His transition into real estate investment in 2004 further honed his expertise in business systems and process management. He now owns 13 businesses under the Sharper umbrella and is a published author. In this enlightening conversation, Gary shares his wealth of knowledge on navigating the journey from concept to corporation. Drawing from his extensive experience, he discusses the critical factors involved in building a business that not only flourishes but sustains long-term growth. From assessing your current position to envisioning your future trajectory, Gary provides invaluable guidance on charting a course for success. Tune in as Gary Harper and Jason DeBono explore the strategies, mindset shifts, and best practices necessary to thrive in today's competitive business landscape. We're thrilled to announce that Gary will be one of our esteemed speakers at AltsCon coming up in October. Don't miss this opportunity to learn more from Gary and other industry leaders. Join us at AltsCon to gain valuable knowledge and network with like-minded individuals. For more information about AltsCon and to reserve your spot, visit AltsCon.com today! Disclaimer: The views and opinions expressed by guests on the All About Alts podcast are solely their own and do not necessarily reflect the views or opinions of NuView Trust Company, the podcast host, or any affiliated individuals or organizations. We encourage listeners to seek professional advice or conduct their own research on any topics discussed in the podcast. Thank you.
S2 · E5
7 feb 2024
51:38
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