The Alternative Investment Podcast

Every family office is unique, with its own distinct strengths and investment philosophy. While most family offices share a long term time horizon, the perspective of each can differ greatly.Alex Bhathal, founder and executive chairman at Revitate, joins the show to discuss how his unique experiences in the operating business world have shaped the philosophy of his own family office, as well as that of the Revitate investment platform.

Family offices have a lot of options when it comes to real estate investing, including direct investments, LP investments in a fund, or even co-GP and LP-GP models. But how do they actually invest, according to the data?DJ Van Keuren, founder of the Van Keuren Family Office Real Estate Institute and co-managing member of Evergreen Property Partners, joins the show to discuss some surprising insights on how family offices are actually investing in real estate, based on research from the Institute.

What would happen if you took a "boring but profitable" real estate sector, like self storage, and applied a consistent, "checklist-driven" approach to vertical integration over a significant period of time?Ryan Gibson, president and CIO at Spartan Investment Group, joins the show to discuss the self storage real estate sector, rollup strategies, multiple arbitrage, and a whole lot more.

Family offices are able to invest on a different scale, but also with a different time horizon than a typical individual investor. So what lessons can individual investors learn from family offices (and how can these lessons help enhance returns)?Nick Parrish, managing director at Cresset Partners, joins the show to discuss Cresset's philosophy of "patient capital", and all of the advantages that come with it.

Saxum’s national portfolio and development pipeline includes industrial, multifamily, office, mixed-use and student housing assets, with portfolio capitalizations exceeding $2BN. So what are the challenges and advantages of managing such a large and diversified real estate portfolio?Chad DeBolt, managing director and principal at Saxum Real Estate, joins the show to discuss why a vertically integrated strategy can enhance real estate investment returns, especially in the opportunity zone space.

OpportunityDb founder Jimmy Atkinson has called the opportunity zones program "the greatest tax incentive of all time." And many investors agree, as they have poured billions of dollars into the program in its short life so far.But the true potential of the OZ program has largely been left unlocked, according to Jimmy. Here are seven opportunity zone "secrets" that every High Net Worth investor, RIA and family office should know.Show notes: https://wealthchannel.com/2022/08/jimmy-atkinson-049/

Delaware statutory trusts have climbed in popularity in the past few years, as investors have taken advantage of rising asset prices to complete 1031 exchanges into products that allow them to grow their wealth with a fully passive investment vehicle. But will this trend continue now that the real estate market has a hit a rocky patch?Justin Amos, national sales manager and account executive at JTC Americas, joins the show to discuss the growth of the DST market and the trends that will shape its future.

NASAA recently released proposed revisions to REIT regulations, beginning a 30-day public comment period that was originally to end on August 11. But industry veterans argued that some of the proposed revisions aren't all they're cracked up to be, and so NASAA recently extended the REIT commend period to September 12.Anya Coverman, senior vice president of government affairs and general counsel at the Institute for Portfolio Alternatives (IPA), joins the show to discuss the the NASAA's proposed revisions, and why the IPA strongly opposes them.

Financial markets have faced significant headwinds this year, some of which headwinds haven't been by investors in several decades. But the alt industry has barely skipped a beat, and a new whitepaper from Cerulli Associates details why the current moment may be ideal for alternative investments to shine.Daniil Shapiro, director of product development at Cerulli Associates, joins the show to discuss some surprising insights in his research on the alts industry.

Private equity has often been dominated by institutional investors and family offices, but some new offerings are providing increased accessibility to the space.Kelly Ann Winget, founder of Alternative Wealth Partners, joins the show to discuss non-correlated private equity strategies, and how these strategies can help "everyday" accredited investors reach their investment goals.