Episode 497: Why the Wealthy Avoid Stocks – And What They Invest in Instead with Dr. Allen Lomax

Mar 5, 2025

30:32

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Episode notes

In this episode of Smart Real Estate Coach, we’re sitting down with Dr. Allen Lomax, a Ph.D. in Organizational Systems Psychology and real estate investor. Allen shares how he transitioned from academia to real estate, overcame the 2008 market crash, and built a system to turn low-performing investments into high-yield, recession-resistant assets.

Allen highlights the limitations of stocks and bonds, emphasizing private placements, multifamily syndications, and mobile home parks for better returns. He also introduces Streams to Impact, a program that helps investors restructure portfolios in 60 days for 18%+ annual returns with lower tax liabilities. If you’re ready to move beyond traditional investments, this episode is packed with insightful strategies to help you take action.

Key Talking Points of the Episode

00:00 Introduction

01:23 Who is Dr. Allen Lomax?

04:06 Lessons from the 2008 market crash

07:44 What is Streams to Impact?

12:31 Who the Streams to Impact program is for

16:09 What high-net-worth individuals are investing in

20:59 Focusing on multifamily investments and other alternative assets

22:20 Streams to Impact podcast

25:48 Learn more about Dr. Allen Lomax and Streams to Impact

Quotables

“Most people think stocks and bonds are safe, but in reality, they’re some of the riskiest assets out there.”