WealthChannel Podcasts

Jimmy and Andy go LIVE with their 2023 OZ Gift Guide… for that “special Opportunity Zone someone” in your life! Plus: Caliber promotes a premier pickleball project, and Revitate celebrates breaking ground in Albuquerque. Show notes: https://opportunitydb.com/2023/12/oz-newshour-1223/By WealthChannel

Kunal Merchant, Dany Roizman, and Kirk Walton join Andy Hagans to discuss family office investment strategies heading into 2024.By WealthChannel

OZ Insiders is the first mastermind group of its kind... a private, closed-door community of Opportunity Zone professionals and investors, all focused on getting to the next level with their OZ strategy. Today's episode is a recording of a live webinar on November 28, 2023 to officially launch OZ Insiders. Get Started Today: ⁠https://ozinsiders.com…

Michael Johnston, Sarah Sullivan, and Ashley Tison join WealthChannel's Andy Hagans to discuss tax advantaged investment strategies.By WealthChannel

Litigation finance is a sector can fulfill one of the most important promises of alternative assets: non-correlation to the broader financial markets. Eva Shang, CEO at Legalist, joins Andy Hagans to discuss the unique benefits of investing in litigation finance, and how her firm has found success in this niche.…

A roundtable discussion with Jimmy Atkinson and three other High Net Worth investors, on how they view Opportunity Zones, and the role that Qualified Opportunity Funds play in their investment portfolios. Featuring Jack Cust, Seth Rosenberg, and Remy Szykier. Recorded live at OZ Pitch Day on November 9, 2023. Show notes & transcript: https://opport…

On November 1, 2023, 150 of the top Opportunity Zone professionals and investors gathered in Washington DC for the Novogradac 2023 Fall Opportunity Zones Summit. Ashley Tison of OZPros joined Jimmy Atkinson live on-site to recap the event, and discuss some key takeaways on 2023/2024 OZ legislative timing and likelihood, as well as other OZ trends. …

OZ NewsHour covers the key stories happening right now in the world of Opportunity Zones. Hosts Andy Hagans & Jimmy Atkinson discuss the powerful trends that investors, fund managers, real estate developers, and industry professionals need to know.By WealthChannel

OZ Pitch Day is OpportunityDb's biggest Opportunity Zone investing event of the year. Register at OZPitchDay.com and learn how you can grow your wealth with Opportunity Zones.By WealthChannel

New research from iCapital shows increased adoption of alternatives among financial advisors, but plenty of growth still lies ahead. Steve Houston, managing director & head of enterprise solutions and investment solutions at iCapital, joins WealthChannel's Andy Hagans to discuss where the alts industry is in 2023, and where it can go in the future.…

The diamond commodity is a $1.2 trillion dollar asset class, but to date, very few investors have allocated any capital to it whatsoever. Cormac Kinney, founder and CEO at Diamond Standard, joins Andy Hagans to discuss the company's innovations in the diamond investment market.By WealthChannel

Investment real estate is a world that continues to evolve, driven by changes in technology, society, and demographics. Keith Lampi, president and CEO of Inland Private Capital Corporation, joins WealthChannel's Andy Hagans to discuss how niche property sectors will be a growing slice of future alts allocations.…

Monte Dei Globe is a rural Opportunity Zone development project that will be a luxury, sustainable retirement mountain top village where a portion of the profits are tithed to build co-located free housing for retired religious clergy. Brian England and Tess Young of Monte Dei Globe join the show to discuss the unique opportunity in Globe, AZ, and …

As the private equity industry expands and evolves, new strategies have emerged to cover businesses of all types and sizes. Jason Ehrlich, principal at Fruition Capital, joins Andy Hagans to discuss the Entrepreneurship Through Acquisition (ETA) space, and his firm's unique private equity strategy.By WealthChannel

With year-end approaching and new legislation introduced last month, there's a lot of momentum in the Opportunity Zones industry. Ashley Tison at OZPros joins the first ever LIVE edition of The Opportunity Zones Podcast with Jimmy Atkinson to discuss the latest industry trends, plus answer technical questions from the live audience. Show notes & tr…

Farmland can be an attractive asset class for investors seeking capital preservation and income, but it can provide significant tax advantages, too. Josh Guggenheim, VP of acquisitions at Gold Leaf Farming, joins Andy Hagans to discuss the powerful tax advantages that farmland investments can provide to High Net Worth individuals.…

Rising interest rates, negative investor sentiment, and persistent inflation are taking a toll on real estate investments. Taylor Trautloff at StarPoint Properties joins the show to discuss where investors can find value in these uncertain times, and previews some forthcoming StarPoint Properties Opportunity Zone deals. Show notes & transcript: ⁠ht…

On today's LIVE episode of The WealthChannel Podcast, Andy and Jimmy discuss when the S&P 500 might hit 10,000. Plus: why is new apartment construction hitting a lull in 2023? Show notes: https://wealthchannel.com/2023/10/twcp-018/By WealthChannel

As the macroeconomic environment shifts to a period of interest rate volatility for the first time in over a decade, shorter duration debt with less sensitivity to interest rate hikes is showing some momentum. Jillian Murrish, CEO at Pier Asset Management, joins guest host Jimmy Atkinson to discuss the bull case for short duration private credit.…

On September 27, new Opportunity Zone legislation was introduced into the House of Representatives. H.R. 5761 would extend and improve the tax incentive. If enacted before year-end, this legislation could have a huge impact for Opportunity Zone investors. Plus, Novogradac is hosting their annual Opportunity Zones Summit on November 1, in Washington…

Car washes are a lesser-known commercial real estate investment sector, but they have the potential for both cash flow and significant price appreciation for investors. Whitney Elkins-Hutten, director of investor education at PassiveInvesting.com, joins Andy Hagans to discuss the appeal of this niche asset class.…

Given the existing macroeconomic landscape, the build-to-rent residential asset class is poised for growth. Leo Backer of Pinnacle Partners and Jason Joseph of Trilogy Investment Company join the show to discuss positive trends in BTR, and why it fits so well within an Opportunity Zone dynamic. Show notes & transcript: https://opportunitydb.com/202…

Treasury yields are up, with the current 10-year risk-free rate now hovering above 4.5%. What are some even better income opportunities for investors? Plus: the CFA institute has a new certificate program focused on private markets and alternative investments. Show notes: https://wealthchannel.com/2023/09/twcp-017/…

Bull markets come and go, but the best asset managers have learned how to survive and even thrive in any market environment. Grant Humphreys, president of Humphreys Capital, joins the show to discuss why his firm’s balanced approach resonates with so many High Net Worth investors.By WealthChannel

Torsten Sløk, chief economist at Apollo Group, recently outlined 10 downside risks to the U.S. economy. Andy Hagans & Jimmy Atkinson of WealthChannel dissect each point. Plus, the democratization of private equity and other alternative asset classes continues. Show notes: https://wealthchannel.com/2023/09/twcp-016/…

Private credit is having a "moment," with increasing numbers of High Net Worth investors and family offices making allocations to this asset class. Nelson Chu, founder and CEO at Percent, joins Andy Hagans to discuss the "new golden age" of the private credit asset class.By WealthChannel

The Tax Cuts and Jobs Act of 2017 contains a unique opportunity for investors to defer and eliminate tax on gains reinvested into a newly created vehicle called a Qualified Opportunity Fund. But what are the advantages to employing an Opportunity Zone investment strategy over other tax deferral techniques? And how do they compare? Gain a complete u…

On Monday, the price of Brent crude oil stabilized above $90, its highest level in 10 months. What impact might the resurgence in the price of oil have on inflation? Plus: a paradigm shift in markets is underway, and with interest rates on the rise, tips for money market fund investors in states with high income tax rates.…

Donor-advised funds are an incredibly efficient vehicle available to individual investors and family offices who desire to make a long term philanthropic impact. Jodi Rosen, chief development officer at Vanguard Charitable, joins WealthChannel's Andy Hagans to discuss the amazing growth of donor-advised funds, and Vanguard Charitable's first 25 yea…

A global financial leader reiterates his belief that a recession is coming, and the art and collectibles market is crashing. So is the recession finally here? Plus: Jimmy brings us 13 Dividend Aristocrat stock picks for a recession. Show notes: https://wealthchannel.com/2023/09/twcp-014/By WealthChannel

Venture capital is one of the most well-known sectors within the alternative investment landscape, but it's not the only way to invest in innovation. Robert Cote, CEO at Cote Capital, joins Andy Hagans to discuss his company's unique IP capital investment strategy.By WealthChannel

Fed Chairman Jerome Powell says inflation is still "too high." Plus, BlackRock passes fewer ESG resolutions, and flying cars are coming sooner than you think. Show notes: https://wealthchannel.com/2023/08/twcp-013/By WealthChannel

Industrial real estate can generate consistent cash flow for investors, and can also be a significant driver of long term wealth generation. Joel Friedland, principal at Brit Properties, joins Andy Hagans to discuss why this asset class has such enduring appeal for a certain type of investor.By WealthChannel

In 2022, the industrial real estate sector was one of the top-performing sectors, with e-commerce growth, supply chain diversification, and new inventory management strategies being key growth drivers. The Opportunity Zone tax incentive further boosts its attractiveness to investors. Today’s episode is a recording of a live segment from OZ Pitch Da…

Inflation is down to 3.2%, but with continued strong wage growth and low unemployment, could inflation re-accelerate in the near future, just like in 1979? Plus: new research indicates that excess household savings from the pandemic are nearly gone, and the bond market returns to normalcy. Show notes: https://wealthchannel.com/2023/08/twcp-012/…

Single-tenant net lease private equity real estate funds have many advantages. Hannah Kirby, principal managing partner of HHKirby Real Estate Ventures, joins the show to discuss the availability and benefits of investments in single-tenant net lease funds. Show notes & transcript: https://opportunitydb.com/2023/08/hannah-kirby-277/…

The core appeal of an alternative investment rests in its correlation (or lack thereof) to traditional investments, especially during periods of market turmoil. Mark Khuri, co-founder at SMK Capital Management, joins Andy Hagans to discuss why recession-resistant asset classes should be included in every High Net Worth investor's portfolio.…

JPMorgan, Morgan Stanley, and Goldman Sachs are planning generative AI tools for their advisors. Will AI eventually manage your investment portfolio? Plus: the hits keep on coming for ESG, and mortgage REIT lending has all but dried up in 2023. Show notes: https://wealthchannel.com/2023/08/twcp-011/By WealthChannel

Multifamily is an incredibly popular real estate sector not only because of its potential for long term capital appreciation, but also because many multifamily assets generate ongoing income, month after month. James Hance, principal at Green Bison Capital, joins WealthChannel's Andy Hagans to discuss income investing with Class B multifamily.…

The OZ Sherpa himself, Mr. Ashley Tison returned for another edition of "Ask The OZ Expert" at OZ Pitch Day on July 20, 2023. Today's episode is a recording of that live segment, wherein Ashley addressed several questions from the audience. Show notes & transcript: https://opportunitydb.com/2023/08/ashley-tison-276/…

Debt rating agency Fitch downgraded U.S. debt from AAA to AA+ last week, signaling that the debt bomb may be getting closer to exploding. Plus: a major change to retirement catchup contributions is coming in 2024, and SEC regulators have their eyes set on private equity. Show notes & transcript: https://wealthchannel.com/2023/08/twcp-010/…

Los Angeles is one of the most valuable and highest-performing real estate markets in the world, but finding value in such markets isn't easy. Larry Taylor, founder and chairman at Christina, joins Andy Hagans to discuss why he is bullish on premium LA real estate, and how to find investment value in high end markets.…

The demand for last-mile industrial space located in population centers is growing rapidly. Chris Powers, founder of real estate private equity firm Fort Capital, joins the show to discuss his success as a real estate entrepreneur and why he is bullish on infill Class B industrial real estate. Show notes & transcript: https://opportunitydb.com/2023…

In an era of high-yielding CDs and money market accounts, many investors are taking advantage of juicy yields; but are these investors making a mistake? Plus: Andy raves about the financial (and other) benefits of marriage, and Jimmy opines on the Rolex boom (and subsequent bust). Show notes & transcript: https://wealthchannel.com/2023/08/twcp-009/…

Many investors might be surprised to learn that the world of micro private equity even exists, but a few managers are quietly building "micro empires" that may promise outsized returns for bold investors. Mike Vranjkovic, managing partner at WebStreet, joins Andy Hagans to discuss the quiet revolution occurring inside the world of micro-PE.…

The Dow Theory buy signal just flashed, suggesting there may be more upside to be had in the current rally. Plus: a new ETF can help protect against stock market losses, and 'Barbenheimer' outperforms expectations at the box office. Show notes & transcript: https://wealthchannel.com/2023/07/twcp-008/…

Farmland has historically been an asset class with strong returns and low volatility, but it's not the easiest asset class to access. David Chan, chief client officer at FarmTogether, joins Andy Hagans to discuss how High Net Worth investors can access the farmland asset class, and enjoy its unique benefits to investors.…

The vast majority of Opportunity Zone projects are ground-up development deals. But in Cleveland, there are numerous opportunities to renovate underutilized historic buildings. Kevin Wojton, managing member at IOTA Development Group, joins the show to discuss how he is acquiring historic buildings in Cleveland's Opportunity Zones for pennies on the…

As a huge number of floating-rate multifamily loans will come due in Q3 and Q4, Jimmy expects widespread distress in the CRE market. Plus: Vanguard thinks an oncoming recession might be delayed until 2024, and Taylor Swift's concert series is a multi-billion dollar economic force to be reckoned with. Show notes & transcript: https://wealthchannel.c…

Many companies are helping to democratize access to alternatives, but Fundrise may be unique in its traction as a true consumer brand. Saira Rahman, VP of new investor initiatives at Fundrise, joins WealthChannel's Andy Hagans to discuss the Fundrise growth story, and how its platform has evolved over time.…