35 min

Investing in a Vineyard Syndication – Keeley Hubbard Mailbox Money Show

    • Investing

Just like with any asset class, there are different types of investments. Even within the category of syndicated investments, there are various options. From multi-family to ATM machines and everything in between. As investors, it's important for us to understand the different alternatives available so that we can make informed decisions about where to invest. This asset class, in particular, allows you to enjoy the fruits of your labor. Just ask Keeley, whose experience helped her transition into this unique asset class. In this episode, she will walk you through the vineyard and its investment potential.

With vineyard syndication, the investor’s return is based on the appreciation of the value of the vineyards. Depending on the deal, this could include annual shares from the vineyard’s winery production and other Agri-products. This investment covers a long period of at least 10 years and has been developed through careful research and development. The end result is a program that is easy for investors to understand but still offers them all they need to achieve their financial goals while possessing a legacy plan in such a unique asset class. The juice is definitely worth the squeeze.

In this episode, we explore:

02:14 – Getting started with vineyards
04:42 – Long-term sustainability of vineyards
08:25 – Vineyard vs Winery
09:27 – Differences between multifamily and vineyards
10:40 – Texas vs California grapes
12:38 – Keeley’s multifamily and sales background
18:44 – ‘Crystal ball’ predictions on inflation and multifamily
21:52 – Getting started on passive investing
27:09 – Before you invest in a new asset class (risks)
29:42 – Vineyard risks: No frogs, only weather plagues
32:31 – https://www.hubbardcapitalgroup.com/

Connecting with the Guest:

LinkedIn: https://www.linkedin.com/in/keeleyhubbard
Website: https://www.keeleyhubbard.com/
IG: https://www.instagram.com/keeleyhubbard/?hl=en

#vineyard
#syndication
#assetclass

Just like with any asset class, there are different types of investments. Even within the category of syndicated investments, there are various options. From multi-family to ATM machines and everything in between. As investors, it's important for us to understand the different alternatives available so that we can make informed decisions about where to invest. This asset class, in particular, allows you to enjoy the fruits of your labor. Just ask Keeley, whose experience helped her transition into this unique asset class. In this episode, she will walk you through the vineyard and its investment potential.

With vineyard syndication, the investor’s return is based on the appreciation of the value of the vineyards. Depending on the deal, this could include annual shares from the vineyard’s winery production and other Agri-products. This investment covers a long period of at least 10 years and has been developed through careful research and development. The end result is a program that is easy for investors to understand but still offers them all they need to achieve their financial goals while possessing a legacy plan in such a unique asset class. The juice is definitely worth the squeeze.

In this episode, we explore:

02:14 – Getting started with vineyards
04:42 – Long-term sustainability of vineyards
08:25 – Vineyard vs Winery
09:27 – Differences between multifamily and vineyards
10:40 – Texas vs California grapes
12:38 – Keeley’s multifamily and sales background
18:44 – ‘Crystal ball’ predictions on inflation and multifamily
21:52 – Getting started on passive investing
27:09 – Before you invest in a new asset class (risks)
29:42 – Vineyard risks: No frogs, only weather plagues
32:31 – https://www.hubbardcapitalgroup.com/

Connecting with the Guest:

LinkedIn: https://www.linkedin.com/in/keeleyhubbard
Website: https://www.keeleyhubbard.com/
IG: https://www.instagram.com/keeleyhubbard/?hl=en

#vineyard
#syndication
#assetclass

35 min