Real Wealth Real Health

AdaPia and Daniel discuss the biggest lessons they’ve learned in 2021 and share their hopes and expectations for the new year.

As we wrap up 2021 and look ahead to the coming year, hosts AdaPia and Daniel take a moment to reflect on some of the biggest trends they’ve noticed and lessons they’ve learned this year. They talk about the relationship between health and wealth, explaining why they decided to focus on both concepts for this podcast, and they share their perspective on the different ways each generation views finances and careers. Daniel and AdaPia also share some personal challenges and inspirations from the year, as well as practical advice for investors who have seen larger-than-normal returns and are trying to plan accordingly. We are grateful for an incredible year of growth, challenges that have strengthened us, and opportunities to step into our highest potential. We wish everyone the best as 2021 closes out and 2022 begins.

Key Insights:

• Key life changes from the past year
• The renewed importance of prioritizing health
• People’s priorities have shifted from simply trading time for money
• It takes time to see the fruits of your labor
• Understand what’s driving growth in your investments
• Hopes and excitement for 2022

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Resources:

Real Wealth Real Health

Alpha Investing

podcast@alphai.com

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A seasoned oil investor explains how she successfully branched out into crypto and real estate.

Courtney Moeller is a sophisticated investor who grew up around the oil business, and has seen firsthand how the cyclical nature of the sector can create unique challenges and opportunities for investors. When Courtney decided to diversify her assets, she started investing in alternatives like real estate, blockchain and cryptocurrency. In this episode, Courtney shares her insight into new technologies and processes that are shaping the future of oil, including the intersection with Bitcoin mining, green energy, and carbon capture. She offers important insights to anyone looking to diversify their portfolio into a variety of alternative investments, placing an emphasis on the importance of finding trustworthy people as a key in any investor’s strategy.

In addition to her work in oil and gas and real estate, Courtney is a general partner with EMPR Investment Group, where she’s building a digital assets platform for the tokenization of alternative investments, including real estate. EMPR also offers a Bitcoin mining fund.

Key Insights:

• The cyclical nature of oil and gas
• How Bitcoin mining impacts the environment
• The intersection of Bitcoin with oil & gas
• The value of carbon capture
• Advice for branching out into new investment territories
• The importance of finding people you can trust to do business with
• Wealth as a source of freedom

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Guest Bio:

Courtney is no stranger to the oil patch. She was born and raised by a petroleum engineer in the Permian Basin, where most of her family was involved in the oil field in some aspect. Courtney served in the United States Navy from 1999-2005 as an aviation electronics technician stationed at NAS Coronado and aboard the USS Nimitz CVN-68. Upon honorable discharge, she returned to West Texas and sold real estate for several years. For the past 10 years, Courtney has been involved in investing, exploration and drilling of over 60 wells throughout Texas. Her real estate portfolio includes over 160 doors in Florida along with several storage units throughout the United States. Courtney is extensively involved in the blockchain and cryptocurrency space and is currently working with her partners to create a platform for real estate tokenization. One of her main goals is to help as many people achieve financial freedom through syndications with superior returns and amazing tax benefits.

Resources:

Real Wealth Real Health

Alpha Investing

podcast@alphai.com

EMPR Investment Group

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As decentralization continues to shape the future of finance, an industry expert shares his perspective on making smart investments, blockchain security, and more.

This is a bonus episode to our four-part series on blockchain, crypto, and tokenization where we discuss the concept of decentralized finance, including its significance in the global economy and potential impacts DeFi could have on real estate investment. To do this, we’re joined by Rennick Palley, founder and chief investment officer of Stratos Technologies. Rennick explains how protocols built on Ethereum and other blockchains are creating an entirely new financial ecosystem, where investors can trade, lend, borrow, and execute contracts. He also offers advice to investors who are trying to determine which blockchains will have longevity, and he addresses some of the common concerns people have about these new technologies, including security issues, legal questions, and DeFi’s long-term staying power.

Along with his work at Stratos Technology — the company Rennick founded in 2016 which focuses on investing in innovative technology companies — Rennick is a founding team member, investor, and advisor to Goldfinch Finance, a DeFi project built on Ethereum. Before this, he was a research associate at Sanders Capital, a $40 billion global equity manager founded by Lewis Sanders. Rennick holds two bachelor’s of science degrees from Southern Methodist University in applied mathematics and mechanical engineering, along with a master’s in quantitative finance from the Massachusetts Institute of Technology.

Key Insights:

• Ethereum’s potential as the foundation for a new financial ecosystem
• The difference between layer one “infrastructure” and layer two “applications” in blockchain
• Advice for investing in blockchains with longevity
• The value of DeFi (decentralized finance) and what is being transacted on-chain
• How DeFi and tokenization intersect with real estate investment

Guest Bio:

Rennick founded Stratos Technologies in 2016.​ Before founding Stratos, Rennick held the position of Research Associate at Sanders Capital, a $40 billion global equity manager founded by Lewis Sanders, formerly Chairman & CEO of AllianceBernstein L.P. and Chairman and CEO of Sanford C. Bernstein & Co., Inc. Rennick was one of ten investment professionals at the firm and reported directly to Lew. Rennick credits the evolution of his investment philosophy and process to the influence of Lew and the team at Sanders, which embody a heritage of best in class research established at Bernstein Research. Rennick holds a Bachelors of Science in Applied Mathematics and a Bachelors of Science in Mechanical Engineering, both from Southern Methodist University, and a Masters in Quantitative Finance from the Massachusetts Institute of Technology. Rennick is a founding team member, investor, and advisor to The Goldfinch Protocol, a decentralized finance project backed by the best founders and investors in the fintech and defi ecosystem.

Resources:

Real Wealth Real Health

Alpha Investing

Stratos Technologies

Goldfinch Finance

podcast@alphai.com

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A real estate veteran and blockchain entrepreneur explains how token funds give investors greater freedom and security.

This is the final episode of a four-part series about blockchain, crypto, tokenization, and the impact of these innovations on commercial real estate. In this episode, we discuss some of the practical advantages of tokenization, along with the value of triple net investments with Michael Flight, principal and CEO of Liberty Real Estate Fund, the world’s first net lease security token fund. Michael describes why single-tenant triple-net leases make great investments, and the investor benefits of a token real estate fund. He also shares his insight about building a portfolio that can withstand changes as online shopping expands. If you’re interested in learning more about triple net properties or token investment funds, this episode is packed with useful information!

Michael is a real estate entrepreneur with decades of experience in retail real estate. He was a founding principal of Concordia Realty Corporation in 1990, and today he’s the CEO of Liberty Real Estate Fund. He has partnered with some of the world’s most well-known banks, insurance companies, hedge funds, and institutional investors since starting his commercial real estate career in 1985. Michael is also a co-founder of the Blockchain Real Estate Summit, and he’s a well-known speaker who has shared his expertise at conferences and events all over the world.

Key Insights:

• A breakdown of triple net properties and the advantages they provide
• How retail portfolios can evolve with the decline of malls and other storefronts
• The benefits of blockchain for real estate investors
• How to invest in tokenized real estate
• Common barriers to entry in the blockchain space

Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors,investors, and members:

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Guest Bio:

Michael Flight is a founding principal of Concordia Realty Corporation in 1990 and more recently CEO of Liberty Real Estate Fund, the World’s First Net Lease Security Token Fund, giving you Stable and Tradable Private Real Estate. Michael is a real estate entrepreneur and Blockchain Real Estate evangelist who is an expert in retail real estate investment, redevelopment, real estate tokenization and real estate on the blockchain. He started his commercial real estate career in 1985 and has an extensive record of partnering with some of the world’s most well-known banks, insurance companies, hedge funds and institutional investors in many successful projects.

Michael has been featured on CNBC Arabia, CEO Magazine and quoted in Yahoo Finance, Crowd Fund Insider, Crain’s Chicago Business and E-Crypto News. Michael is co-host of the Nothing But Net podcast and the Chicago Blockchain Real Estate Collective educational meetups. He is co-founder of the Blockchain Real Estate Summitand a well-known speaker. Michael has been elected to public office, serves on the real estate investment advisory boards of two non-profits and is a founding board member for Freedom of Life, a Romanian NGO.

Resources:

Real Wealth Real Health

Alpha Investing

Liberty Real Estate Fund

Nothing But Net Podcast

podcast@alphai.com

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A successful real estate investor and founder shares how blockchain technology can create liquidity and make real estate investing more accessible than ever before.

This is the third episode of a four-part series where we’re breaking down everything you need to know about blockchain, cryptocurrency, tokenization, and what these innovations mean for commercial real estate. In this episode, we talk with Mohsin Masud, the founder and CEO of AKRU. Mohsin discusses his journey of realizing that blockchain could transform the real estate investment landscape, and he unpacks the basics of his platform, which breaks assets down into tokens starting at only $1,000. He also explains how verified, real-time data will play an important role in real estate investing as more transactions are completed virtually. If you’re curious about the real-world applications of blockchain in real estate, this episode will give you a great foundation to build from!

Mohsin grew up in commercial real estate and started managing his first property in 8th grade. Since then, he’s managed investments all over the world, and he’s an expert in real estate development, tokenization and blockchain technology. He has degrees from York University, Harvard University, and Said Business School at University of Oxford. Mohsin is driven to democratize the real estate investment space and simplify the investment process without compromising security.

Key Insights:

• Criteria to look for when investing in a new region
• How real estate investing differs around the world
• The benefits of using blockchain for real estate investing
• Fractionalized assets making investing more accessible
• How blockchain can create liquidity in a traditionally illiquid space
• The importance of real-time, verified data for investors

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Guest Bio: Mohsin is the CEO & founder of AKRU, a real estate Investment platform working towards democratizing commercial real estate investments. He is an expert in real estate development & tokenomics specifically utilizing dual and three token blockchain architecture for the tokenization of real world assets.

Mohsin has over a decade of experience in real estate investments, development & having run a successful Investment company. He has studied at York University, Harvard Business School, Graduate school of Design at Harvard University, and most recently at Said Business School at University of Oxford with a focus on finance, real estate development, urban design and blockchain.

Resources:

Real Wealth Real Health

Alpha Investing

AKRU

podcast@alphai.com

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With no need for a centralized authority, blockchain technology is completely reengineering our existing systems and services.

This is the second episode of a 4-part series dedicated to discussing blockchain, cryptocurrency, and the tokenization of assets. We move into the nuts and bolts of blockchain, decentralized ledgers, and why it matters. Today’s guest is Avi Spielman, the Founder and President of Joon Properties, who is well known as a translator between the two industries of real estate and blockchain. During our conversation, Avi defines the fundamental features of blockchain as an innovative technology, emphasizing its decentralized nature around trust and trustless transactions, and analyzes the effect it is already having on our existing systems, services and marketplaces. With an eye to the future, Avi gives us an example of a fully integrated framework using blockchain, AI and IoT, which is a premonition of what’s to come.

With a background in real estate, Avi was attending MIT to receive his Masters in Real Estate Development when he became involved in the school’s Digital Currency Initiative. Soon after, he found himself preparing a thesis on the Intersection of Real Estate and Blockchain, and he’s been an active pioneer in the space ever since. Avi is passionate about digitization and eager to see the real estate industry adopt more innovative systems, using blockchain technology as a means to that end.

Key Insights:

• Blockchain explained in simple terms
• How blockchain forgoes the need for central authority
• Accessibility of this technology around the globe, and how it’s being used to raise socioeconomic status
• How existing services are being reinvented to become more accessible and efficient
• The institutionalization of cryptocurrencies
• What is to be expected in terms of growth and expansion of blockchain in the coming years

Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:

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Guest Bio:

Avi Spielman is an international thought leader, award-winning author, and frequent lecturer specializing in the evolution of blockchain technologies and their applications for the real-estate industry. His work has been featured in Forbes, Harvard Real Estate Review, BTC Media, SIOR, and Bisnow, as well as various international real estate and finance publications. He is a founding member of the Forbes Real Estate Council and oversees real-estate development and property management interests in Middle Tennessee, where he is a board member of the Nashville Adventure Science Center. Avi holds degrees from Vanderbilt University and MIT.

Resources:

Real Wealth Real Health

Alpha Investing

podcast@alphai.com

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Is Bitcoin an asset or a currency and is it worth investing into?

This is the first of a 4- episode series where we dive into blockchain, crypto, tokenization and how real estate fits into this growing digital paradigm. Our first guest is Adam Lach, co-founder and CEO of Cloudfire Capital. Adam expounds upon the difference between treating Bitcoin as an asset versus a currency, including how the devaluation of the American dollar plays a role in its appeal. Additionally, AdaPia and Dan both addressed questions of the expected longevity versus downfall of Bitcoin, and Adam defended his position of Bitcoin as a solution to an impending problem. If you are new to cryptocurrency or itching to learn more, this episode will likely answer some of your most pressing questions on the subject.

Adam was previously a real estate investor who spent years investing heavily in single-family homes on the side of his full time job until 2015 when cryptocurrency began to pique his interest. After spending thousands of hours comprehensively researching the asset class, Adam launched his first venture, Cloud Fire Capital, a consultancy firm that also serves as General Partner to CFC Bitcoin Fund. His firm provides indirect and diversified exposure to the digital asset investment space, and Adam remains passionate about informing others of the unique advantages to investing in such a burgeoning industry. Although it’s not tangible like real estate, one could argue that there are many factors that make cryptocurrency an attractive alternative investment.

Key Insights:

• How to remain informed about all of the cryptocurrency happenings to avoid being an “accidental investor”
• How Bitcoin is quickly gaining traction and legitimacy, especially with financial institutions and governments showing interest
• The significance of witnessing the burgeoning of a new asset class in our lifetime
• The difference between viewing Bitcoin as an asset vs. a currency
• Why the traditional 60/40 equities and bonds view of portfolios is outdated
• The benefits of investing directly into Bitcoin or a Bitcoin fund versus investing into Bitcoin trusts.

Subscribe to this podcast to build your healthy financial foundation through expertise, insights,

strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors,investors, and members:

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Guest Bio:

Adam Lach spent several years with a global financial services giant, and has experience in the oversight and management of business to business sales for both local and global organizations. He owns and operates two separate independent ventures in RSL Holdings and RSL Brands. In 2016, Adam turned his attention and interest away from the real estate investment industry and towards the inevitable rise of cryptocurrencies, decentralized finance and their underlying technologies. The rapidly changing economic and investment landscapes in 2020 facilitated the successful launch of Cloud Fire Capital and CFC Bitcoin Fund, both of which aim to provide traditional accredited retail investors with a safe, secure and actively managed option to gain real exposure to the digital asset investment space. Cloud Fire Capital has recently expanded, incorporating an on-site Bitcoin mining operation, along with additional digital asset products and services expected to launch in late 2021.

Resources:

Cloud Fire Capital

Swan Bitcoin x Dollar Cost Averaging

Real Wealth Real Health

Alpha Investing

podcast@alphai.com

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A successful real estate investor and financial coach shares how she went from a timid first-time buyer to a confident landlord and owner.

Kavitha Baratakke is a software engineer turned real estate investor, landlord, and wealth strategist. After immigrating to the US in 1998 and taking on life as a single mother, she found herself using her technology background to trade options and stocks online. Quickly realizing the risk in the dramatic highs and lows of the market, Kavitha made a cautious yet deliberate decision to purchase a home in Austin, TX, and she’s been an active real estate investor ever since. In this episode, we discuss her journey of quitting her full-time job, building up a portfolio of properties, and using her gifts to give back to and educate the community.

Kavitha also advises listeners on what she’s learned as a landlord, in addition to how she balances her various positions on top of being a parent. She has developed a passion for financial education and empowerment that she shares with both her consulting clients and youth in her community, as a representation of what true wealth means to her. If you’re interested in learning more about investing, especially in Texas, or have a passion to empower the younger generation, this episode will leave you feeling equipped to take action and make a difference.

Key Insights:

• Overcoming fear and uncertainty when getting started with investing
• How to build up a portfolio of properties and balance landlord duties
• Scaling from single-family homes to multi-family properties, and the difference in yield between the two
• The importance of moving from a spending mindset to a savings mindset to, finally, an investing mindset
• How to raise children with a solid financial understanding and responsibility

Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:

[Apple] (https://podcasts.apple.com/us/podcast/real-wealth-real-health/id1494432943)

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Guest Bio: Kavitha Baratakke, a Principal at Cherry Street Investments, is an Austin-based Real Estate Investor and a full-time Commercial Real Estate Syndicator with over 10 years of investing experience. Prior to real estate, she spent almost 20 years as a Technology Professional working for IBM and Atlassian in various roles from Software Development to Technical Account Management. As an investor, Kavitha has successfully acquired, rehabbed, managed, owned and operated several single-family and multi-family investment properties in the Central Texas area. She is also passionate about educating both investors and youth, helping them on their journey toward financial freedom, which she accomplishes through multiple online communities and in-person events.

Resources:

[Cherry Street Investments] (https://cherrystreetinvestments.com/)

[Purely Passive Investor Group] (https://facebook.com/groups/purelypassive)

[Real Wealth Real Health] (http://realwealthrealhealth.com/)

[Alpha Investing] (http://www.alphai.com/podcast)

[podcast@alphai.com] (mailto:podcast@alphai.com)

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An accomplished real estate attorney and investor shares his keys to success for growing a business and investing strategically in prosperous deals, all while maintaining a charitable focus that gives back to the community.

Bruce Stachenfeld is a well-known, prolific real estate attorney, investor, and author known as the Real Estate PhilosopherⓇ. Having defined a specific niche in his career over 20 years ago, he has since become a “real estate junkie” who practices, writes on, and speaks to the subject every day. We speak with him on the power of remaining extremely focused in your passions/mission in order to carry the strongest influence and become a true expert at what you do. With that mindset, Bruce has been able to build an empire of brand recognition and trust associated with his name.

In this podcast episode, Bruce tells his story of stumbling upon real estate decades ago, how he has become so knowledgeable on the subject, and what continues to drive his love for it today. He also shares with us the three factors he considers, and the two questions he asks himself before investing in any real estate opportunity. Believe it or not, he doesn’t advise swinging for the fences. Hear more about the humble approach to investing that has allowed him to learn from his mistakes to get where he is today.

Key Insights:

• How to take your business to the next level by defining an extremely targeted niche
• Three factors to consider when approaching a real estate deal, and why you shouldn’t necessarily “swing for the fences”
• How to strategically evaluate risk in the current market dynamics
• Why your primary residence should not be seen as an investment
• Finding meaning and purpose in your work by giving back to others

Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:

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Guest Bio: Bruce Stachenfeld is one of the nation’s preeminent real estate attorneys, with over 30 years of experience encompassing tens of billions of dollars of real estate transactions of all kinds. He is a founding partner of Duval & Stachenfeld, one of the premier real estate law practices in New York City, and he also acts as the Firm’s Chairman. He is known to be one of the most “connected” real estate lawyers throughout the worldwide real estate community. He is also a thought leader, author and public speaker in both the law firm and real estate worlds.

Resources: 

Real Estate Philosopher Newsletter

Real Estate Philosopher’s Guide Book

Pre-Order Bruce’s upcoming book release

Real Wealth Real Health

Alpha Investing

podcast@alphai.com

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An entrepreneur who is passionate about serving and teaching his community speaks to the importance of a reliable insurance policy in commercial real estate investments.

Jeremy Goodrich is a former school teacher turned insurance advisor, entrepreneur, podcast host, and real estate investor. His life has been marked by a common theme of teaching and serving others, and for the last eight years he has utilized those skills by simplifying the insurance process for first time home buyers and real estate investors. We speak with him on his experience of building a business from the ground up and how his family was able to take safe risks to reach their goals of financial stability. Jeremy knows what it’s like to live in a scarcity mindset, so he’s passionate about sharing tips for building wealth, both financially and mentally.

We also discuss the importance of having a high quality insurance contract in place for any commercial real estate transactions. Jeremy estimates that 80% of real estate investors have the wrong policies, and part of his job is to audit their contracts to find any missing holes. There are a few factors that should always be considered, and having a strong relationship with the agent is always helpful in getting there. Jeremy’s insight will offer clarity to anyone that is uninformed or uncertain about their insurance policies, and more information can be discovered on both his podcast and YouTube channel.

Key Insights:

• The importance of quality insurance in commercial real estate
• Surviving in a scarcity mentality versus thriving in an abundance mentality
• What every investor should look for in their insurance contract, and the reasoning behind not always opting for the cheapest option
• Who is at fault in cases of liability, such as the condominium collapse in Miami, and how to ensure you are protected in the worst case scenario
• Balancing risk and stability to build a successful business

Subscribe to this podcast to build your healthy financial foundation through expertise, insights,

strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors,investors, and members:

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Guest Bio:

Jeremy Goodrich is a commercial real estate insurance advisor and the Co-Founder of Shine Insurance Agency. He was previously an elementary school teacher, helping countless kids fall in love with art, math, science, and writing. After 13 years of teaching, Jeremy decided it was time to change the way people feel about insurance, so he carried the heart of an educator over and has been making insurance simple for first time home buyers and real estate investors ever since. Jeremy is also the host of a Multifamily real estate podcast, REI Clarity, and the host of Youtube’s #1 most watched independent insurance agency channel.

Resources:

REI Clarity Podcast

Shine Insurance YouTube Channel

Real Wealth Real Health

Alpha Investing

podcast@alphai.com

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