The Alternative Investment Podcast

Due diligence and underwriting are important skills when evaluating any private placement offering, but too often, LPs are at a disadvantage when it comes to these key steps in the investment selection process.Jill Homan, president at Javelin 19, joins the show to discuss some key steps to successful underwriting, and how LPs can approach any offering (but especially OZ projects) with a more critical eye.

The US Labor Department has proposed a new rule that could favor ideological goals over investors' best interests; plus, the world of publicly-traded REITs continues to shrink.Listen in as AltsDb co-founder Andy Hagans discusses these stories and more with Michael Johnston, VP of Business Development at AltsDb, in the August 2022 Round-up.

Opportunity Zones represent an attractive value proposition for HNW investors seeking tax-advantaged investment vehicles. But different OZ funds employ different strategies, and vertical integration is one area where they vary widely.Ryan Tobias, managing partner at Jackson Dearborn, joins the show to discuss how vertical integration has given Jackson Dearborn an edge that can help enhance returns for LP investors.

As the alternatives space continues its upward climb, more sponsors are entering the market, and they are launching an increasing variety of offerings. But there are several types of pitfalls that sponsors of all stripes should take care to avoid.Andrew Doup, securities counsel at Kegler Brown Hill and Ritter, joins the show to discuss best practices for the sponsors who are launching alternative products in today's changing marketplace.

Alternatives have had a massive bump in popularity in the past several years, especially among institutional investors and High Net Worth investors.But it seems many financial advisors are still lagging behind, in terms of awareness as well as usage in client portfolios. AltsDb co-founders Jimmy Atkinson and Andy Hagans discuss why this is the case, and whether it's likely to change in the near future.

Impact investing has gone mainstream in 2022, but Grubb Properties was "doing well by doing good" before the concept came into fashion, as far back as the 1960s.James Holleman, VP of capital formation at Grubb Properties, joins the show to discuss Grubb's incredible backstory, plus the firm's focus on "essential housing," and why it represents an appealing opportunity for HNW investors.

In an era of high inflation and possible tax hikes, it's important for HNW investors and their advisors to focus on "triple net returns," and especially proven ways to mitigate capital gains tax liability.Justin White, managing director at Centennial Advisers, joins the show to discuss smart strategies that HNW investors should employ when completing a 1031 exchange, plus some other tax-advantaged strategies to consider.

On June 30th, AltsDb co-founders Jimmy Atkinson and Andy Hagans hosted a live one-hour webinar for financial advisors, comparing Opportunity Zones, 1031 exchanges, and Delaware statutory trusts.Note: This webinar has been accepted by the CFP Board for 1 hour of CE credit.

Alternative investment sponsors are targeting the mass affluent to achieve new growth, and the Federal Reserve has finally decided to get serious about fighting inflation.Listen in as AltsDb co-founder Andy Hagans discuss these stories with Michael Johnston, VP of Business Development at AltsDb, in the July 2022 Round-up.

Origin Investments recently published their Multifamily Markets to Watch 2022 report, which included five cities which the company believes are appealing markets for investors to consider. The cities were selected with a methodology that includes both practical knowledge, as well as with input from Origin Multilytics, a proprietary suite of machine-learning models.Michael Episcope, principal at Origin Investments, joins the show to discuss how machine learning is helping to guide the future of multifamily development.