The Altbook Podcast

Altbook
  • 5.0 (1)
  • Investing
  • Updated Semiweekly

Most of the action happens outside the stocks and bonds in your brokerage account. Public markets are just a small piece of the pie. Curious about the rest? We break down alternative investments with insights from the top professionals active in these private markets. Each episode dives into a new topic in the ever-changing world beyond the 80-20 portfolio. Explore new opportunities and build your book of alternative investments.

Episodes

  1. 05/09/2024

    Mercer Street's Alex Libin on 1031/DST Opportunities in Richmond, Virginia

    Mercer Street is a real estate investment firm that strives to apply institutional-level acquisition and asset management tactics to middle-market transactions. The management team at Mercer has collectively acquired and managed over $3.5 billion in real estate investments across a multitude of asset classes including hospitality, multifamily, office, industrial, retail, and ground leases. We sat down with Managing Partner, Alex Libin, to discuss the firm, strategy and current 1031-eligible deals in Richmond, VA.

    Mercer Street's Alex Libin on 1031/DST Opportunities in Richmond, Virginia

  2. 04/22/2024

    Senior Housing Trends with Bourne Financial Group's Jade Miller

    Bourne Financial Group specializes in developing, acquiring, and operating seniors housing communities, leveraging over 50 years of owner-operator experience across senior housing, office, hospitality, retail, restaurant and other real estate sectors. We sat down with Bourne's President of Capital Markets, Jade Miller, at the most recent FactRight due diligence conference in Scottsdale, Arizona to discuss the unique characteristics and trends impacting investments in senior housing facilities.

    Senior Housing Trends with Bourne Financial Group's Jade Miller

  3. 04/18/2024

    CORE Pacific's Justin Morehead on Class A Multifamily DSTs

    CORE Pacific Advisors (CORE) is a leading commercial real estate investment firm focused primarily on core and value-add real estate offerings. CORE's current deal, CPA Arbour Commons, utilizes a Delaware Statutory Trust (DST) structure, enabling investors to seamlessly transition proceeds from a 1031 exchange into this new venture. We had the opportunity to discuss this and more with CORE's CEO, Justin Morehead, at the FactRight due diligence conference in Scottsdale, Arizona

    CORE Pacific's Justin Morehead on Class A Multifamily DSTs

  4. 04/08/2024

    Bonus Depreciation & Gas Stations with NAI Legacy's Duane Lund

    Duane Lund is the CEO of NAI Legacy, a full-service commercial real estate firm specializing in tax-efficient real estate investment solutions. Their team boasts a combined 150 years of experience in the commercial real estate sector with over $6 billion of brokerage, investment, and property management experience. We recently sat down with Duane to discuss the use of bonus depreciation in real estate investing and their most recent 1031-eligible offering, NAI KG FC DST.

    Bonus Depreciation & Gas Stations with NAI Legacy's Duane Lund

  5. 04/01/2024

    RealSource's Joe Hart on the Factor-Based, Private Multifamily REIT

    RealSource Properties, Inc. is a private REIT (Real Estate Investment Trust) focused on acquiring and improving multifamily properties in secondary growth markets, driving higher occupancy and value on properties. We sat down with RealSource's Joe Hart at the recent FactRight due diligence conference in Scottsdale, Arizona to discuss the firm's research-based origins and their disciplined, factor-based approach to investing in multifamily real estate projects.

    RealSource's Joe Hart on the Factor-Based, Private Multifamily REIT

  6. 03/27/2024

    Uncorking Wine Arbitrage Strategies with Vint's Nick King

    VinVesto Inc. ("Vint") is an asset manager focused on investment opportunities in fine wine and rare spirits. We sit down with Vint CEO, Nick King, to discuss the market for these assets, arbitrage opportunities and their pioneering strategies to bring wine and spirits asset exposure to securitized markets.

    Uncorking Wine Arbitrage Strategies with Vint's Nick King
  • 6 Episodes

About

Most of the action happens outside the stocks and bonds in your brokerage account. Public markets are just a small piece of the pie. Curious about the rest? We break down alternative investments with insights from the top professionals active in these private markets. Each episode dives into a new topic in the ever-changing world beyond the 80-20 portfolio. Explore new opportunities and build your book of alternative investments.

Information

  • Creator
    Altbook
  • Years Active
    2024
  • Episodes
    6
  • Rating
    Clean
  • Copyright
    © Altbook
  • Show Website
    The Altbook Podcast