Episodios

  • E52: Opportunity Zones 2027 - Fund Strategies for Tax-Free Growth

    E52: Opportunity Zones 2027 - Fund Strategies for Tax-Free Growth
    Sep 10 2025

    Discover how Opportunity Zones can help you defer taxes, boost returns, and diversify your portfolio while fueling community growth. In this episode of Alt Investing Made Easy, attorney and Opportunity Zone expert Gerry Reihsen breaks down complex tax rules into practical, actionable strategies. Whether you’re planning a major exit in 2026 or exploring Opportunity Zone funds for real estate and operating businesses, you’ll gain the insights needed to confidently allocate capital for long-term, tax-free growth as OZ 2.0 rules arrive in 2027.


    About Our Guest:

    Gerald J. (Gerry) Reihsen III is a dynamic legal strategist and entrepreneurial advisor based in Dallas, Texas, with more than two decades of experience in corporate law and capital markets. As the founder of Coasis Coalition and principal of Reihsen & Associates, Gerry blends deep legal expertise with entrepreneurial insight to empower transformative ventures. Nationally recognized for his leadership in Opportunity Zone investments and innovative business structuring, he is also a prominent leader in blockchain law and a passionate advocate for Texas business policy. Through strategic counsel, advisory leadership, and public speaking, Gerry continues to shape the future of enterprise, earning distinction as one of the nation’s Top 25 Opportunity Zone Attorneys by Opportunity Zone Magazine.


    Connect with Gerry on LinkedIn: https://www.linkedin.com/in/gerry-reihsen/


    Takeaways

    1. 10-Year Tax-Free Growth: Why the biggest OZ benefit isn’t the deferral—it’s the unlimited tax-free upside after a 10-year hold.
    2. OZ 1.0 vs. OZ 2.0: Understand the key changes coming in January 2027, including rolling deferrals and rural incentives.
    3. Structuring QOFs: How self-directed Qualified Opportunity Funds can help you control and scale your tax-advantaged investments.
    4. Real Estate & Beyond: Why 95% of OZ investments are multifamily projects—and why crypto mining, bourbon barrels, and data centers are emerging opportunities.
    5. Timing Strategies: How to use K-1 reporting windows and failed 1031 exchanges to capture more OZ benefits.
    6. Rural Playbook: How rural Opportunity Zones unlock up to 30% capital gains reductions and new growth markets.
    7. Common Advisor Oversights: Why many accountants and lawyers miss OZ opportunities—and how to avoid leaving money on the table.

    Chapters

    00:00 – Welcome & Introductions

    02:00 – Origins of Opportunity Zones: A Bipartisan Vision

    04:30 – The #1 OZ Benefit Most Investors Overlook

    08:15 – OZ 1.0 vs. OZ 2.0: Key Rule Changes Coming in 2027

    13:30 – How Qualified Opportunity Funds (QOFs) Work

    18:00 – Real Estate vs. Operating Business Investments

    25:00 – Timing Strategies: K-1 Windows & Failed 1031 Exchanges

    32:30 – Creative OZ Investment Ideas: Bourbon, Crypto, Rentals

    38:45 – Rural Opportunity Zones: Unlocking 30% Capital Gain Reductions

    50:00 – Closing Thoughts & Resources


    Ready to explore how Opportunity Zones can work for your portfolio?
    Book a strategy call to see how your capital gains can be allocated for maximum impact.


    Credits

    Sponsored by Real Advisers Capital, Austin, Texas

    If you are interested in being a guest, please email us.


    Disclaimers

    “This production is for educational purposes only and is not intended as investment or legal advice.”


    “The hosts of this podcast practice law with the law firm, Ferguson Braswell Fraser Kubasta PC; however, the views expressed on this podcast are solely those of the hosts and their guests, and not those of Ferguson Braswell Fraser Kubasta PC.”


    © 2025 AltInvestingMadeEasy.com LLC All rights reserved
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    57 m
  • Unlocking Wealth - The Power of Alternative Investments with Carlos Lowenberg

    Unlocking Wealth - The Power of Alternative Investments with Carlos Lowenberg
    Sep 3 2025

    In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders engage with Carlos Lowenberg, founder of Masterpiece Capital. The conversation explores the importance of transformational relationships in wealth management, the significance of alternative investments, and the democratization of capital. Carlos shares insights on generational wealth, the role of independent advisors, and the unique opportunities present in mid-market private equity. The discussion emphasizes the need for intentional planning and the value of intellectual capital in achieving financial success.


    About Our Guest:

    Carlos Lowenberg is the founder of Masterpiece Capital, an investment advisory firm based in Austin, Texas. With a focus on entrepreneurs and business owners, Carlos specializes in optimizing financial strategies to enhance business value and manage wealth effectively. His approach is rooted in transformational relationships, aiming to achieve significant financial goals for his clients through fiduciary advice and strategic planning. Carlos's expertise spans investment advice, tax strategies, and asset positioning, making him a trusted partner in the journey of wealth creation and preservation. Carlos and his team are dedicated to helping good and great company owners get the most out of what they have, acting as investors and partners in their success.


    Connect with Carlos on LinkedIn: https://www.linkedin.com/in/carloslowenberg/.


    Takeaways

    Transformational relationships are essential in wealth management.

    Alternative investments can provide significant opportunities for growth.

    Private markets are often overlooked but hold great potential.

    Democratization of capital is allowing more people to invest in private assets.

    Generational wealth requires careful planning and education.

    Independent advisors can offer tailored solutions for clients.

    Intellectual capital is as important as financial capital.

    Wealth management should focus on long-term transformation.

    Clients often miss opportunities due to lack of awareness.

    Partnerships in wealth management can lead to better outcomes.


    Chapters

    00:00 Introduction to Masterpiece Capital

    02:37 Transformational Relationships in Wealth Management

    05:24 Understanding Alternative Investments

    08:01 The Importance of Private Markets

    10:44 Democratization of Capital

    13:36 Generational Wealth and Transformation

    16:17 The Journey to Wealth Management

    19:03 The Role of Independent Advisors

    21:31 The Value of Partnership in Wealth Management

    24:30 Mid-Market Private Equity Opportunities

    27:06 The Importance of Intellectual Capital

    30:07 Conclusion and Personal Motivation


    Sponsored by:
    Real Advisers, Austin, Texas


    Video and Podcast Production by:

    Red Sun Creative, Austin, Texas: https://redsuncreative.studio

    For more information: AltInvestingMadeEasy.com

    Please contact us: info@AltIvestingMadeEasy.com

    Roland Wiederanders: rolandw@fbfk.law

    Sarah Florer: sflorer@fbfk.law


    Disclaimers:

    “This production is for educational purposes only and is not intended as investment or legal advice.”


    “The hosts of this podcast practice law with the law firm, Ferguson Braswell Fraser Kubasta PC; however, the views expressed on this podcast are solely those of the hosts and their guests, and not those of Ferguson Braswell Fraser Kubasta PC.”


    © 2025 AltInvestingMade Easy.com LLC All rights reserved
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    41 m
  • E:50 Unlocking the Secrets of Premium Finance with Charles Heinzelman with C4 Financial Partners

    E:50 Unlocking the Secrets of Premium Finance with Charles Heinzelman with C4 Financial Partners
    Aug 28 2025

    In this episode of Alt Investing Made Easy, Charles Heinzelman discusses premium finance, its benefits for high net worth individuals, and the importance of tax planning. He shares insights on networking, compliance in finance, and lessons learned from the financial crisis. Charles emphasizes the significance of personal philosophy in professional growth and reflects on his journey from attorney to finance professional, highlighting the value of helping others in the industry.


    About Our Guest: Charles Heinzelman, CEO & Founder, C4 Financial Partners


    Charles Heinzelman is a tax planning and premium finance specialist serving high net worth individuals. With 16+ years as CEO of C4 Financial Partners, he helps clients grow assets through tax-advantaged strategies.


    Background:

    • Former compliance officer at Transamerica/InterSecurities
    • Licensed attorney (Ohio and Arizona bars)
    • Multiple securities licenses for supervision and advisory services
    • Specializes in premium finance for clients with $250k+ income and $5M+ net worth

    About Premium Finance:

    • Uses bank financing with participating whole life insurance
    • Creates tax-deductible interest payments while building tax-deferred assets
    • Available to qualified high net worth individuals for estate and tax planning

    Network in Action Austin:

    • Founder and leader of Austin's technology-based networking organization
    • Combines traditional networking with mastermind components
    • Focus on B2B relationship building and revenue generation

    Philosophy: "If you want to go fast, go alone. If you want to go far, go with others."

    Contact: LinkedIn: linkedin.com/in/benefitingyou

    Takeaways

    - Premium finance is a method for high net worth individuals to finance their retirement using bank loans.

    - Tax planning is crucial for maximizing financial efficiency and leveraging available structures.

    - Networking is essential for building relationships and driving revenue in business.

    - Compliance is critical in finance to ensure legal adherence and protect clients.

    - Documentation is key to avoiding legal issues and maintaining accountability.

    - Learning from past financial crises can inform better decision-making in the future.

    - Personal philosophy plays a significant role in professional success and growth.

    - Transitioning from law to finance can provide unique insights and advantages.

    - Helping others is a core value that drives success in the finance industry.

    - Building wealth requires understanding and utilizing various financial strategies.


    Chapters

    00:00 Introduction to Premium Finance

    02:36 Understanding Premium Finance and Its Benefits

    05:25 The Importance of Tax Planning

    08:00 Networking in Action: Building Connections

    11:16 The Role of Compliance in Finance

    13:52 Lessons from the Financial Crisis

    16:41 Personal Philosophy and Professional Growth

    19:31 The Journey of an Attorney to Finance

    22:10 Conclusion and Final Thoughts


    Sponsored by:
    Real Advisers, Austin, Texas


    Video and Podcast Production by:

    Red Sun Creative, Austin, Texas: https://redsuncreative.studio

    For more information: AltInvestingMadeEasy.com

    Please contact us: info@AltIvestingMadeEasy.com

    Roland Wiederanders: rolandw@fbfk.law

    Sarah Florer: sflorer@fbfk.law


    Disclaimers:

    “This production is for educational purposes only and is not intended as investment or legal advice.”


    “The hosts of this podcast practice law with the law firm, Ferguson Braswell Fraser Kubasta PC; however, the views expressed on this podcast are solely those of the hosts and their guests, and not those of Ferguson Braswell Fraser Kubasta PC.”


    © 2025 AltInvestingMade Easy.com LLC All rights reserved
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    31 m
  • E49: Unlocking Small Business Success with Wade Bruffey

    E49: Unlocking Small Business Success with Wade Bruffey
    Aug 20 2025
    In this episode, Wade Bruffey from Main Street Securities discusses the growing asset class of small business acquisitions, emphasizing the importance of owner-operators and the financing landscape. He shares insights from his personal journey in the industry and highlights the role of his company in supporting entrepreneurs in their acquisition endeavors. The conversation underscores the significance of community impact and the opportunities available in the small business sector.About our Guest: Wade Bruffey - Main Street SecuritiesWade Bruffey is a registered representative with Main Street Securities LLC, a FINRA member broker-dealer based in Austin, Texas, specializing in helping acquisition entrepreneurs raise equity capital for small and medium-sized business acquisitions. He focuses on deals typically ranging from $500,000 to $15 million in cash flow in the lower middle market.Wade began his career in private equity at Salt Creek Capital, gaining extensive experience in small business acquisitions. He later served as Senior Manager of Strategic Partnerships at Eko, a healthcare technology company, where he led global technology integrations and deployed over 3,000 endpoints including at the US Department of Veterans Affairs.As an entrepreneur, Wade co-founded and led GoMobi.work (2022-2024), helping organizations improve employee coaching and internal communication, and operated Wade Bruffey Performance Strategy, providing business strategy consulting to professionals and entrepreneurs.Wade joined Main Street Securities in July 2024 after serving as Lead Acquisition Advisor at Mainshares. He is passionate about professionalizing the small business acquisition space and helping owner-operators access capital to grow businesses in their communities.Contact InformationCompany: Main Street Securities LLCLinkedIn: linkedin.com/in/wadebruffeyWebsite: MainStreetSecurities.netLocation: Austin, TexasTakeaways-Main Street Securities focuses on helping clients raise equity for small business acquisitions.-Owner-operators play a crucial role in the success of small businesses.-The SBA 7A loan program is a valuable resource for financing acquisitions.-Community involvement is a key factor in successful business transitions.-Wade's background includes experience in private equity and small business acquisitions.-The importance of compliance and professional standards in the investment space.-Small businesses are vital to their communities and the economy.-Wade emphasizes the emotional journey of closing a business deal.-Main Street Securities provides ongoing support post-acquisition.-The conversation highlights the accessibility of alternative investments for aspiring entrepreneurs.Chapters00:00 Introduction to Main Street Securities and SMB Land02:30 Understanding Small and Medium-Sized Businesses05:23 The Role of Owner-Operators in Business Acquisitions08:28 Navigating Financing for Small Business Acquisitions10:53 The Importance of Community and Commitment in Business13:46 Characteristics of Successful Clients and Operators19:21 Transformative Success Stories in Business Acquisitions23:04 Wade's Journey into Finance and Acquisitions28:00 Main Street's Role in Post-Acquisition Support34:01 The Community and Resources for Business Acquirers34:55 Final Thoughts on Alternative Investments and OpportunitiesSponsored by:Real Advisers, Austin, TexasVideo and Podcast Production by:Red Sun Creative, Austin, Texas: https://redsuncreative.studioFor more information: AltInvestingMadeEasy.comPlease contact us: info@AltIvestingMadeEasy.comRoland Wiederanders: rolandw@fbfk.law Sarah Florer: sflorer@fbfk.law Disclaimers: “This production is for educational purposes only and is not intended as investment or legal advice.”“The hosts of this podcast practice law with the law firm, Ferguson Braswell Fraser Kubasta PC; however, the views expressed on this podcast are solely those of the hosts and their guests, and not those of Ferguson Braswell Fraser Kubasta PC.”© 2025 AltInvestingMade Easy.com LLC All rights reserved
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    42 m
  • E48: Unlocking the Secrets of Crypto Lending with Hunter Albright

    E48: Unlocking the Secrets of Crypto Lending with Hunter Albright
    Aug 14 2025
    In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders engage in a comprehensive discussion with Hunter Albright from Salt Lending about the nuances of secured and unsecured lending, particularly in the context of cryptocurrency. They explore the importance of financial literacy in wealth building, the role of digital assets in modern finance, and the regulatory landscape surrounding crypto lending. Hunter shares insights on how Salt Lending operates, the benefits of borrowing against digital assets, and the critical aspects of custody and security in the crypto space. The conversation concludes with personal reflections on the future of digital assets and the evolving financial landscape.About Our Guest: Hunter AlbrightHunter Albright is a strategic leader driving revenue acceleration and disruptive growth at the intersection of traditional finance and emerging digital assets. Hunter works with companies and corporate leaders on vision, revenue acceleration, and business strategy by applying principles of experimentation to high-tech companies across SaaS, fintech, IoT, cleantech, and sportstech sectors.As Chief Revenue Officer at SALT Lending since April 2023, Hunter helps individuals and businesses securely hold and borrow against their cryptoassets without credit checks, offering flexible loan terms with multiple digital assets as collateral.Expertise & BackgroundHunter's proven experimentation methodology has helped companies realize up to 2X and 3X growth, plus patents, industry awards, and peer recognition. He holds a PhD in Systems Engineering with AI research focus from University of Virginia and serves as Adjunct Professor at University of Colorado, where he created the first Bitcoin and blockchain course.Hunter's global financial services background includes leadership roles at Barclays Bank, MasterCard, Visa, and Beyond Analysis. He is a patent holder (No. 11244374) and active thought leader in cryptocurrency-backed lending, business experimentation, and blockchain technology.PhilosophyHunter believes in helping executives make substantive leaps forward by leveraging structured experimentation to rethink approaches to disruptive growth, overcome obstacles, and differentiate through backcasting from ideal future scenarios.Contact Hunter:Book a discovery call: https://calendly.com/hunteralbright/intro-callX: @AdHunterAlbrightLinkedin: https://www.linkedin.com/in/hunteralbright/Takeaways-Salt Lending provides collateral-backed loans against digital assets.-Financial literacy is essential for understanding wealth-building strategies.-Borrowing against assets allows for financial flexibility.-The distinction between secured and unsecured lending is crucial.-Digital assets challenge traditional notions of value and money.-Custody and security are vital considerations in crypto lending.-Regulatory clarity is improving in the crypto lending space.-Trust in lending institutions is paramount for consumers.-The future of digital assets remains uncertain but promising.-Education on risks and opportunities in crypto is necessary for investors.Chapters00:00 Introduction to Alternative Assets and Crypto Lending01:58 Understanding Salt Lending and Its Services06:14 The Impact of Financial Literacy on Wealth Building11:31 Secured vs. Unsecured Lending Explained17:12 Utilizing Digital Assets for Financial Flexibility22:16 Custody and Security in Crypto Lending27:37 Regulatory Landscape and Trust in Crypto Lending32:32 Personal Insights and Future of Digital AssetsSponsored by:Real Advisers, Austin, TexasVideo and Podcast Production by:Red Sun Creative, Austin, Texas: https://redsuncreative.studioFor more information: AltInvestingMadeEasy.comPlease contact us: info@AltIvestingMadeEasy.comRoland Wiederanders: rolandw@fbfk.law Sarah Florer: sflorer@fbfk.law Disclaimers: “This production is for educational purposes only and is not intended as investment or legal advice.”“The hosts of this podcast practice law with the law firm, Ferguson Braswell Fraser Kubasta PC; however, the views expressed on this podcast are solely those of the hosts and their guests, and not those of Ferguson Braswell Fraser Kubasta PC.”© 2025 AltInvestingMade Easy.com LLC All rights reserved
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    41 m
  • E47: Fiduciary Duties with Dan Bitting

    E47: Fiduciary Duties with Dan Bitting
    Aug 6 2025

    Summary

    In this episode of 'Alt Investing Made Easy', hosts Sarah Florer and Roland Wiederaenders interview Dan Bitting, an attorney and shareholder at FBFK Law, discussing the intricacies of fiduciary duties in law, particularly in the context of alternative investing. The conversation explores various aspects of fiduciary responsibilities, the importance of disclosure, and the dynamics of litigation. Dan shares insights from his extensive experience in legal practice, emphasizing the need for trust in legal relationships and the creative problem-solving required in law. The episode also touches on the judicial system's effectiveness and the global perspectives on litigation.


    About our Guest: Dan Bitting

    Dan Bitting is a shareholder attorney at FBFK Law specializing in complex business litigation with particular emphasis on fiduciary duty claims, securities violations, and professional malpractice defense. With over three decades of trial and appellate experience in both state and federal courts, Dan has built a reputation for strategic litigation management and successful dispute resolution.


    Connect with Dan     on LinkedIn at: https://www.linkedin.com/in/dan-bitting-civil-trial-lawyer or email at: dbitting@fbfk.law

    Takeaways

    Fiduciary duties are essential in maintaining trust in legal relationships.

    Disclosure is crucial; when in doubt, disclose.

    Corporate officers owe fiduciary duties to the company, not directly to shareholders.

    Juries often seek to right perceived wrongs in litigation.

    Legal practice requires creativity and problem-solving skills.

    Experience in law is gained through both successes and failures.

    Most lawsuits settle before reaching trial, highlighting the importance of negotiation.

    Trustees and beneficiaries must maintain a transparent relationship.

    The judicial system provides a necessary avenue for dispute resolution.

    Understanding fiduciary duties can prevent legal issues in business.


    Chapters

    00:00 Introduction to Alternative Investing and Legal Practice

    02:26 Understanding Fiduciary Duties in Law

    05:06 Fiduciary Duties in Corporate and Trust Contexts

    07:42 Case Study: Camp Mystic and Fiduciary Responsibilities

    10:20 The Importance of Disclosure in Legal Matters

    12:37 Creative Problem Solving in Law

    15:22 Personal Insights and Hobbies of Dan Bitting

    19:10 Navigating Disclosure in Legal Contexts

    21:23 Fiduciary Duties and Trust Building

    24:15 Litigation: A Necessary Evil

    27:52 The American Legal Landscape

    31:15 Closing Thoughts and Reflections


    Sponsored by:
    Real Advisers, Austin, Texas


    Video and Podcast Production by:

    Red Sun Creative, Austin, Texas: https://redsuncreative.studio

    For more information: AltInvestingMadeEasy.com

    Please contact us: info@AltIvestingMadeEasy.com

    Roland Wiederanders: rolandw@fbfk.law

    Sarah Florer: sflorer@fbfk.law


    Disclaimers:

    “This production is for educational purposes only and is not intended as investment or legal advice.”


    “The hosts of this podcast practice law with the law firm, Ferguson Braswell Fraser Kubasta PC; however, the views expressed on this podcast are solely those of the hosts and their guests, and not those of Ferguson Braswell Fraser Kubasta PC.”


    © 2025 AltInvestingMade Easy.com LLC All rights reserved
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    40 m
  • E46: Investment Management Law with George Lee with FBFK Law

    E46: Investment Management Law with George Lee with FBFK Law
    Jul 30 2025

    Summary

    In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders interview George T Lee, a seasoned attorney specializing in investment management and family offices. The conversation covers George's background as a third-generation attorney, the evolution and institutionalization of family offices, the complexities of SEC regulations, and the importance of investment advisors in protecting investors. They also discuss the challenges of navigating private securities and the potential future regulations surrounding the investment landscape.


    About Our Guest

    George T. Lee is a highly respected corporate and securities attorney with decades of experience advising small businesses, private equity funds, hedge funds, registered investment advisers, and family offices. Known for his deep legal knowledge and practical, business-minded counsel, George has served as both inside and outside general counsel to his clients, giving him a unique perspective on what truly matters to investment managers.

    Throughout his career, George has worked with firms of all sizes—from emerging fund managers to well-established financial institutions—helping them navigate complex ownership structures, regulatory landscapes, fund formations, investment management agreements, prime brokerage relationships, and mergers and acquisitions. He has extensive experience with SEC, CFTC, and Texas Securities Board registrations and examinations and is a recognized authority on the family office exception to investment adviser regulation.


    Connect with George on LinkedIn: https://www.linkedin.com/in/georgelegal

    Takeaways

    -George T Lee is a third-generation attorney specializing in investment management.

    - Family offices have become more institutionalized in recent years.

    - The SEC faces challenges in enforcement due to limited staff.

    - Regulations are designed to protect investors from past financial crises.

    - The U.S. has the most efficient and respected markets globally.

    - Investment advisors have a fiduciary duty to their clients.

    - Qualified clients are required to invest in private equity.

    - The investment landscape is complex and often likened to the Wild West.

    - Future regulations may impact how finders operate in the investment space.

    - Understanding the role of family offices is crucial in wealth management.


    Titles

    Navigating the Complex World of Family Offices

    The Evolution of Investment Management


    Chapters

    00:00 Introduction to George T Lee and His Practice

    02:36 George's Background and Career Path

    05:11 Understanding Family Offices

    07:43 The Role of Family Offices in Wealth Management

    10:32 Investment Advisor Regulations and Family Offices

    13:20 Navigating the Wild West of Private Securities

    15:49 The Importance of SEC Regulations

    18:28 Democratization of Capital and Investor Protection

    21:15 The Role of Investment Advisors

    23:46 Personal Insights and Interests of George T Lee

    26:27 Future Regulations and the Finder Rule


    Sponsored by:
    Real Advisers, Austin, Texas


    Video and Podcast Production by:

    Red Sun Creative, Austin, Texas: https://redsuncreative.studio

    For more information: AltInvestingMadeEasy.com

    Please contact us: info@AltIvestingMadeEasy.com

    Roland Wiederanders: rolandw@fbfk.law

    Sarah Florer: sflorer@fbfk.law


    Disclaimers:

    “This production is for educational purposes only and is not intended as investment or legal advice.”


    “The hosts of this podcast practice law with the law firm, Ferguson Braswell Fraser Kubasta PC; however, the views expressed on this podcast are solely those of the hosts and their guests, and not those of Ferguson Braswell Fraser Kubasta PC.”


    © 2025 AltInvestingMade Easy.com LLC All rights reserved
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    35 m
  • E45: Family Office Insights with Jonathan Tuttle

    E45: Family Office Insights with Jonathan Tuttle
    Jul 23 2025
    In this episode of Alt Investing Made Easy, Jonathan Tuttle shares his experiences traveling through Southeast Asia and discusses the growing trend of family offices in the region. He delves into his background in real estate and podcasting, explaining how he became involved with family offices and the unique challenges they face. The conversation highlights investment trends among family offices, particularly in commercial real estate and emerging sectors like nuclear energy. Jonathan also shares his personal practices for maintaining focus and success in his entrepreneurial endeavors.About Our GuestJonathan Tuttle - Entrepreneur & Family Office ConnectorJonathan Tuttle is a seasoned entrepreneur and family office specialist currently exploring Southeast Asia's rapidly growing wealth management landscape. With deep roots in real estate through his family's development and brokerage business (75+ custom homes built), Jonathan has evolved into a multi-faceted business leader spanning real estate investment, digital marketing, and podcasting.Current Ventures:Get Podcast Bookings - Podcast booking agency specializing in capital raisers and fund managersMidwest Park Capital - Mobile home park investment fund and syndicationsRevenous Sun - 9-year digital consulting agency focusing on high-level Google AdsCouncil on Commentaries - Podcast for legal professionalsThe Accredited Investor Podcast - Co-owned with Family Office Club (world's largest family office organization)Ultra High Net Worth Podcast - Focused on $100M+ foundersJonathan splits his time between the U.S. and Southeast Asia, attending family office conferences and building connections in Singapore, Hong Kong, and other regional wealth hubs. He regularly speaks at industry events, including the upcoming IMN Nashville private equity conference as a moderator.Expertise: Family office strategies, commercial real estate syndications, alternative investments, podcast marketing, and cross-border wealth management.Currently based in Cambodia, Jonathan continues to bridge U.S. investment opportunities with Asia's fastest-growing family office market.Connect on LinkedIN: https://www.linkedin.com/in/jonathantuttle1/Websites:linktr.ee/jonathantuttle (Portfolio)RevenueAscend.com (Company)midwestparkcapital.com/ (Company)TakeawaysJonathan has traveled extensively in Southeast Asia, experiencing diverse cultures and cuisines.Family offices are rapidly growing in Southeast Asia, with Singapore and Hong Kong as major hubs.The average family office manages significant wealth, often over a hundred million dollars.Family offices prioritize long-term relationships and trust in their investment decisions.Investment trends show a strong preference for multi-family real estate among family offices.Nuclear energy and data centers are emerging investment interests for family offices.Family offices often operate with a high level of secrecy and limited public information.Jonathan's background in real estate and podcasting has shaped his understanding of family offices.Building rapport with family offices is crucial for successful investment opportunities.Effective systems and delegation are key to managing multiple entrepreneurial ventures.Sponsored by:Real Advisers, Austin, TexasVideo and Podcast Production by:Red Sun Creative, Austin, Texas: https://redsuncreative.studioFor more information: AltInvestingMadeEasy.comPlease contact us: info@AltIvestingMadeEasy.comRoland Wiederanders: rolandw@fbfk.law Sarah Florer: sflorer@fbfk.law Chapters00:00 Exploring Southeast Asia: Jonathan's Journey02:17 Family Offices: The Growing Trend in Asia07:48 Jonathan's Background: From Real Estate to Podcasting11:26 Understanding Family Offices: Secrecy and Structure16:10 Investment Trends: Family Offices and Asset Allocation22:57 The Future of Real Estate: Opportunities and Challenges28:05 Personal Practices: Staying Organized and FocusedTakeawaysJoe Fairless co-founded Ashcroft Capital in 2015, focusing on multifamily properties.The multifamily market has seen a decrease in values since 2021 due to rising interest rates and increased supply.Keeping tenants longer is crucial for maintaining cash flow in real estate investments.The current economic landscape presents challenges but also opportunities for multifamily operators.Building strong relationships with lenders is essential in a high-interest rate environment.The Best Ever Conference fosters a community of humble, experienced, and helpful real estate investors.Joe emphasizes the importance of discipline in achieving long-term success in real estate.His mantra, 'give to live and live to give,' reflects his commitment to community impact.Networking and collaboration can lead to better deal flow and investment opportunities.Real estate offers a chance for individuals from various backgrounds to build stability for their futures.Chapters00:00 Introduction to Joe Fairless and Ashcroft Capital02:28 Joe's Journey into Commercial Real ...
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    31 m