Limited partners (LPs) in private investment funds face many unique challenges when it comes to administration, portfolio management, and cash flow planning. Litan Yahav, founder and CEO of Vyzer, joins the show to discuss these challenges that High Net Worth…

Traditional wealth management is very experienced at managing an investor’s portfolio of assets at a traditional brokerage account of stocks and bonds. But there’s a gap when it comes to portfolio management of real estate properties, and when to utilize…

The key to investing success starts with having the right mindset. Steven Pesavento, president of VonFinch Capital, joins the show to discuss how living with “The Investor Mindset” can help investors generate more wealth. Watch On YouTube Episode Highlights Featured…

The nation’s housing shortage presents an opportunity to convert historic buildings into multifamily. But doing so comes with risk. Cullan Maumus, managing director at NORF Companies, joins the show to discuss how tax credit programs (in addition to Opportunity Zones)…

Ray Mazzie, managing partner at Southern Waters Capital, joins the show to discuss the current market cycle, his outlook on suburban, secondary, and tertiary markets, and the opportunity that they may present in these uncertain economic times. Watch On YouTube…

Today’s podcast episode is a replay of a live webinar presented by WealthChannel co-founders Jimmy Atkinson and Andy Hagans, wherein we described what hard-earned experience has taught us about investing, and the 3 habits that we have found to be…

Opportunity Zone investing is simple, until it’s not. While the overall program is simple enough to comprehend, the devil is in the details. Complying with the statutory and regulatory requirements can be overwhelming for many fund managers, real estate operators,…

With the rise of e-commerce and grocery delivery, is there a growing market opportunity for the cold storage real estate sector? Chad BeBolt, managing director and principal at Saxum Real Estate, joins the show to discuss the current state of…

Can Opportunity Zones help build home ownership opportunities in certain locations around the country? Chris Knoppe, president at CBUS OZ Funds, joins the show to discuss how a combination of renovation and new construction can rebuild neighborhoods and create a…