Artificial intelligence is transforming financial services, but how can advisors separate practical application from overhyped buzz? In this episode, Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, talks with David Itzkovits, co-founder of Optimal AdvisorAI, about why financial professionals might benefit from exploring AI use cases to save time, identify the most effective tools for their goals, create connections, and more.

The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available solely for informational purposes.

The podcasts are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance of the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast.

The information in the podcast should also not be viewed as industry guidelines or standards.

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

Energy and digital needs are evolving rapidly worldwide, and infrastructure must adapt to keep pace. In this episode, Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, is joined by Michael Underhill, ADISA director, chief investment officer and chief executive officer at Capital Innovations, and author of “The Handbook of Infrastructure Investing.” Together, they discuss the three major megatrends reshaping infrastructure today and where investors may find opportunities.

The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available solely for informational purposes.

The podcasts are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance of the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast.

The information in the podcast should also not be viewed as industry guidelines or standards.

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

Both 1031 and 721 Exchanges have been valuable tools in real estate investing for decades. But how do they differ, and how can advisors best leverage them for their clients? In this episode, Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, welcomes back Warren Thomas, managing partner at ExchangeRight. Together, they explore the key similarities and differences between 1031 and 721 Exchanges, when each might be appropriate for certain investors, and other strategic considerations that every advisor should know.

The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available solely for informational purposes.

The podcasts are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance of the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast.

The information in the podcast should also not be viewed as industry guidelines or standards.

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

Senior housing is more than just real estate; it’s a resilient, needs-based investment opportunity that’s gaining attention. In this episode, Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, sits down with Jade Miller, immediate past-president of ADISA and president of capital markets at Bourne Financial Group, to break down the nuances of the sector. From the different types of senior living communities to the evolving impact of the pandemic, they explore what makes this asset class stand out, and how investors can approach it thoughtfully and strategically.

Tune in to learn:

• What defines senior housing as a needs-based investment

• The spectrum of senior living options, from independent to memory care

• Post-pandemic insights and operational lessons

• What to consider when evaluating senior housing as part of an alternative investment portfolio

The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available solely for informational purposes.

The podcasts are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance of the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast.

The information in the podcast should also not be viewed as industry guidelines or standards.

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

Alternative investments have seemingly exploded in popularity in recent years as investors seek opportunities beyond traditional asset classes. Listen in with Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, and David Bodamer, investments editor at WealthManagement.com, as they highlight different trends in alternative investments and the different fund types, the possible benefits of alternative investments in a portfolio versus a traditional 60-40 portfolio, and the various challenges advisors face when starting and working with alternative investments.

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Disclaimer
The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available to you as a current member of ADISA. The podcast is provided to ADISA members solely for informational purposes.

The podcast presentations are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, expressed or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance on the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast. The information in the podcast should also not be viewed as industry guidelines or standards.

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

When a sponsor enters the retail channel, they are faced with a number of challenges and opportunities. Join Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, and Heidi Wheatley, founder of Sponsor Growth Solutions, as they discuss the key benefits of the retail channel, how sponsors may know they’re ready to enter the retail space, common mistakes that emerging sponsors should avoid, and important resources available.

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Disclaimer
The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available to you as a current member of ADISA. The podcast is provided to ADISA members solely for informational purposes.

The podcast presentations are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, expressed or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance on the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast. The information in the podcast should also not be viewed as industry guidelines or standards.

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

Sponsors are looking for capital formation. They have an idea, whether it’s a project or a property, but they need capital to make that idea grow. In this episode, Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, and Kyle Kadish, ADISA director and director of capital markets at IBN Financial Services, discuss different capital raising strategies, different functions that investments may provide in a portfolio and much more. Check it out!

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Disclaimer
The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available to you as a current member of ADISA. The podcast is provided to ADISA members solely for informational purposes.

The podcast presentations are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, expressed or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance on the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast. The information in the podcast should also not be viewed as industry guidelines or standards.

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

Host Greg Mausz, senior managing director at Skyway Capital Markets and ADISA director, and Douglas Blake, managing director of investment solutions at Kingswood U.S., explore the comprehensive journey of an alternative investment.

This episode outlines the lifecycle of an alternative investment, covering everything from the sponsor's role and due diligence to ongoing monitoring and eventual exit strategies. They stress the importance of understanding each phase of the investment process, highlighting how a holistic approach is essential for making informed decisions and managing risks effectively.

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Disclaimer
The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available to you as a current member of ADISA. The podcast is provided to ADISA members solely for informational purposes.

The podcast presentations are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, expressed or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance on the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast. The information in the podcast should also not be viewed as industry guidelines or standards.

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.