The Alternative Investment Podcast

Sustainability and energy efficiency are powerful trends in the residential real estate market. But can these concepts go beyond being mere "buzzwords" to enhance investor returns and deliver greater client satisfaction?Lorenzo Sargenti, founder and managing partner at Shape Equity Partners, joins the show to discuss an entire real estate investment strategy that is wholly focused on sustainability.

Market selection can make or break any commercial real estate investment, in any sector. But when should technology drive the decision, versus expert insight and experience?Dan Rosenbloom, head of investments at Cadre, joins the show to discuss Cadre's "MVP" approach to market selection, and why it's a core part of the company's investment strategy.

With equities and bonds both in a sustained bear market, many family offices and HNW investors have looked to real assets to be portfolio ballast.But the devil's in the details; what's the best way to allocate a portfolio slice to real assets? Kara O'Halloran, director of investment research at FS Investments, joins the show discuss real asset strategies for 2023 and beyond.

Inflows into alternative investments set new records in 2020 and 2021, in a variety of segments and "wrappers." On alternative investment platform CAIS, one of the highest-growth areas in the past few years has been the structured notes segment.CAIS's Marc Premselaar and Mariner Wealth Advisors' Brett Kunshek join the show where we discuss trends in structured notes investing, and in the broader alternatives industry.Show notes: https://wealthchannel.com/2022/11/cais-071/

The Real Estate Family Office and Private Wealth Management Forum (East) is organized annually by IMN, with the 2022 conference taking place in Miami, Florida.AltsDb co-founder Andy Hagans joined Jimmy Atkinson during the event to discuss the incredible growth of the alts industry, and the story behind AltsDb.

The Real Estate Family Office and Private Wealth Management Forum (East) is organized annually by IMN, with the 2022 conference taking place in Miami, Florida.DJ Van Keuren, co-managing member of Evergreen Property Partners, joined Andy Hagans during the conference to discuss how family offices view current opportunities in the market.Show notes: https://wealthchannel.com/2022/10/imn-family-office-069/

The Real Estate Family Office and Private Wealth Management Forum (East) is organized annually by IMN, with the 2022 conference taking place in Miami, Florida.AltsDb co-founder Andy Hagans joins Jimmy Atkinson with live reporting from this exciting event.Show notes: https://wealthchannel.com/2022/10/imn-family-office-068/

Even amidst sky-high inflation, bond prices have not fallen enough to deliver anywhere near positive yields, on a real basis. Many investors are turning to alternative types of debt investments to enhance the returns of their portfolio.Carson Rasmussen, principal of Fairview Partners Investment Management, joins the show to discuss senior secured real estate debt and its appeal for High Net Worth investors.

Even as many HNWIs invest in real estate via direct investments or private placement offerings, not all are aware of the nuanced differences in the major risk/return profiles.Chris Loeffler, co-founder and CEO at Caliber, joins the show to discuss the true differences between Core, Core Plus, Value-Add and Opportunities strategies.

Inflation may peak in Q3 2022, but still remain far elevated into 2023. Moreover, as the year winds down, it appears that the Federal Reserve may be unable (or unwilling) to avoid a "hard landing" for the U.S. economy.So what's the playbook for High Net Worth investors? Lara Rhame, chief U.S. economist and managing director on the investment research team at FS Investments, joins the show to discuss which asset classes may be poised to outperform, according to her team's latest research.