Summary

In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders engage with Tim Dowling and Frank Navarro, discussing their investment opportunity in a mixed-use “neighborhood’”retail project in Buda, Texas. The conversation starts with an introduction and conversation about Frank and Tim’s background in commercial real estate, and moves on to a discussion of the investment opportunity including this interesting asset class os mixed ‘neighborhood’ retail, which is community focused and includes community engagement efforts. Tim and Frank talk about the distinction between neighborhood retail and ordinary retail, and the fundraising process for the project. Including their focus on creating a legacy through community-centric development. They explore investment strategies, the future of retail in Central Texas, and the importance of timing and location in real estate investing generally. The discussion highlights the significance of walkability, connectivity, and the need for developments that resonate with the community's desires.

Guest Contact Info:

Tim Dowling and Frank Navarro can be reached at www.roundaboutinbuda.com or

Tim:https://www.linkedin.com/in/dowlingtim

Frank: https://www.linkedin.com/in/frank-navarro

Sponsored by:
Real Advisers, Austin, Texas

Special thanks to:

Grable Martin PLLC

Red Sun Creative, Austin, Texas

For more information: AltInvestingMadeEasy.com

Please contact us: info@AltIvestingMadeEasy.com

Roland Wiederanders: Roland@grablemartin.com

Sarah Florer: sflorer@grablemartin.com

Takeaways

• Tim has over 20 years of experience in real estate.
• Frank has managed $1.6 billion in deals.
• The project aims to fill a retail void in Buda.
• Community engagement was initiated through meetups.
• The project includes a mix of restaurants and recreational areas.
• Listening to community needs is crucial for development.
• The project has received city support and incentives.
• Neighborhood retail focuses on community needs.
• The total project cost is estimated at $29 million.
• Diversifying tenants mitigates investment risk. We're creating a legacy for the area that'll last for generations.
• It's important to balance numbers and community needs.
• Family offices are ideal for long-term investments.
• The Austin area has a low vacancy rate, making it attractive for investors.
• Retail is becoming increasingly valuable in high-growth areas.
• Community engagement is crucial for successful development.
• Walkability and connectivity are key to modern living.
• Timing and location are essential for real estate success.
• Investors are looking for projects that serve the community.
• The future of retail lies in mixed-use developments.

Chapters

00:00 Introduction to Alt Investing and Guests

03:05 Backgrounds of Tim Dowling and Frank Navarro

06:00 The Development Project in Buda

09:07 Community Engagement and Needs Assessment

11:53 Neighborhood Retail vs. Ordinary Retail

14:58 Investment Opportunities and Fundraising Details

24:43 Building a Legacy in Development

27:18 Investment Strategies and Market Opportunities

30:38 The Future of Retail in Austin

32:43 Community-Centric Development

36:00 The Importance of Timing and Location

38:44 Connecting with the Community and Future Plans

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

© 2025 AltInvestingMade Easy.com LLC All rights reserved

Summary

In this episode, Sarah Florer and Roland Wiederaenders explore the concept of the five capitals, a framework for understanding wealth beyond just financial matters. They discuss human, intellectual, social, spiritual, and financial capital, emphasizing the importance of each in building generational wealth and fostering well-being within families. The conversation highlights personal experiences and insights, illustrating how these capitals interconnect and contribute to a fulfilling life.

Sponsored by:
Real Advisers, Austin, Texas

Special thanks to:

Grable Martin PLLC

Red Sun Creative, Austin, Texas

For more information: AltInvestingMadeEasy.com

Please contact us: info@AltIvestingMadeEasy.com

Roland Wiederanders: Roland@grablemartin.com

Sarah Florer: sflorer@grablemartin.com

Takeaways

-Wealth encompasses more than just financial assets.

-Human capital includes emotional well-being and relationships.

-Intellectual capital is about knowledge and learning.

-Social capital involves community relationships and networks.

-Spiritual capital transcends individual interests and values.

-Financial capital supports the growth of other capitals.

-Curiosity drives intellectual development and growth.

-Meditation can enhance spiritual well-being.

-Generational wealth requires continuous growth in all capitals.

-The five capitals framework encourages meaningful discussions.

Chapters

00:00 Introduction to the Five Capitals

05:09 Exploring Human Capital

18:36 Understanding Intellectual Capital

24:07 Balancing Academics and Practical Skills

26:25 Understanding Social Capital

31:00 The Role of Spiritual Capital

39:20 Exploring Financial Capital

44:49 Concluding Thoughts on the Five Capitals

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

© 2025 AltInvestingMade Easy.com LLC All rights reserved

Summary

In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders interview Brian Hancock about his Texas Freedom Fund, an oil and gas investment fund. Brian shares his background in real estate and engineering, his transition into oil and gas investing, and the unique opportunities and tax benefits associated with this asset class. The conversation delves into the structure of the Texas Freedom Fund, emphasizing its accessibility for investors and the importance of due diligence in alternative investments. Brian also discusses his personal motivations for creating the fund and the principles that guide his investment philosophy.

Sponsored by:
Real Advisers, Austin, Texas

Special thanks to:

Grable Martin PLLC

Red Sun Creative, Austin, Texas

For more information: AltInvestingMadeEasy.com

Please contact us: info@AltIvestingMadeEasy.com

Roland Wiederanders: Roland@grablemartin.com

Sarah Florer: sflorer@grablemartin.com

Takeaways

Brian Hancock has a diverse background in engineering and real estate.

The Texas Freedom Fund aims to make oil and gas investments accessible.

Investing in oil and gas offers significant tax benefits.

The fund allows for lower minimum investments compared to traditional deals.

Due diligence is crucial in alternative investing.

The risk in oil and gas investing is often tied to oil prices.

Brian emphasizes the importance of understanding the operators behind investments.

The fund is structured to provide diversification across multiple projects.

Investors can expect returns within a few years and ongoing income thereafter.

Brian's personal motivation is to help others achieve financial freedom.

Chapters

00:00 Introduction to Alternative Investing and Brian Hancock

06:02 Understanding Oil and Gas Investing

11:58 The Texas Freedom Fund Overview

17:50 Investment Structure and Tax Benefits

24:10 Personal Insights and Motivation Behind Investing

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

© 2025 AltInvestingMade Easy.com LLC All rights reserved

In this mini-episode from Alt Investing Made Easy we meet Mr. Rohit Sood who presents accredited investors with an investment opportunity with Commodore Group Holdings LP, a Delaware limited partnership focused on long-only quality investing in high-quality US equities. Rohit discusses the investment philosophy of approaching shareholding while ‘Thinking like an Owner’ and the importance of a concentrated conviction portfolio. Additionally, he highlights Fintuative, a proprietary software platform designed to analyze real time business and financial data and inform investment decisions. The conversation concludes with details about the investment opportunity and the minimum investment requirements.

Rohit recommends that anyone interested in investing read the following article: https://business.columbia.edu/cgi-finance/chazen-global-insights/superinvestors-graham-and-doddsville

Rohit can be reached at:

linkedin.com/in/rohit-sood

commodoregrp.com

Sponsored by:
Real Advisers, Austin, Texas

Special thanks to:

Grable Martin PLLC

Red Sun Creative, Austin, Texas

For more information: AltInvestingMadeEasy.com

Please contact us: info@AltIvestingMadeEasy.com

Roland Wiederanders: Roland@grablemartin.com

Sarah Florer: sflorer@grablemartin.com

Takeaways

Commodore Group Holdings focuses on high-quality US equities.

The investment strategy is long-only and avoids speculative investments.

A concentrated conviction portfolio is essential for quality investing.

High-quality companies are defined by profitability and market leadership.

Fintuative is a proprietary tool for financial analysis.

The minimum investment is $250,000 for accredited investors.

The average investment size is over a million dollars.

Investing like an owner is a core philosophy.

Rohit emphasizes shareholder-friendly management teams.

The partnership is long-term focused.

Chapters

00:00 Introduction to Commodore Group Holdings

02:14 Investment Philosophy and Strategy

02:48 Fintuative: The Software Behind the Strategy

04:06 Investment Details and Conclusion

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

© 2025 AltInvestingMade Easy.com LLC All rights reserved

Summary

Hosts Sarah Florer and Roland Wiederaenders welcome Mr. Rohit Sood of Commodore Group Holdings, which uses a hedge fund strategy focused only on taking long positions. In this episode from Alt Investing Made Easy we hear from Rohit as he shares his unique journey starting out as a trained engineer and then transitioning into finance and investment banking. Rohit gives us insights into his investment philosophy and the emphasis he places on ‘Thinking like an Owner’ using a long-term holding strategy with a focus on how asset companies allocate capital. Rohit also introduces his tech venture Fintuative, which is a proprietary tool for financial analysis that he and his team created and built in-house to provide real-time information to help assess business quality in investment decisions. The conversation also covers the current investment opportunities Rohit makes available to accredited investors, his commitment to a long-only strategy, and insights into the scalability of his fund. The episode concludes with Rohit’s personal reflections on approaching investing with rationality and the importance of continuous learning in investing

Rohit recommends that anyone interested in investing read the following article:

https://business.columbia.edu/cgi-finance/chazen-global-insights/superinvestors-graham-and-doddsville

Rohit can be reached at:

linkedin.com/in/rohit-sood

commodoregrp.com

Takeaways

• Rohit Sood transitioned from engineering to finance, emphasizing a unique investment philosophy.
• He believes in long-term ownership of high-quality businesses without short positions.
• Fintuative is a proprietary tool that automates financial analysis for better investment decisions.
• Capital allocation is crucial for a company's success and should be analyzed carefully.
• Rohit focuses on a concentrated investment strategy with a limited number of positions.
• The investment partnership aims for 5% compounded returns over the long term.
• Rohit emphasizes the importance of rational thinking in investing.
• He encourages continuous learning and reading to enhance investment knowledge.
• The fund is scalable, focusing on large-cap companies with significant market presence.
• Rohit's personal motto revolves around being rational and channeling efforts effectively.

Chapters

00:00 Introduction to Alternative Investing

02:01 Rohit Sood's Background and Career Path

09:01 Transition to Investment Management

12:18 The Fintuative Platform and Its Functionality

17:32 Capital Allocation and Business Quality

21:01 Investment Philosophy: Long-Only Strategy

23:56 Overview of Commodore Group Holdings

26:31 Performance and Track Record

29:20 Scalability and Future Outlook

31:48 Personal Insights and Philosophy

Sponsored by:
Real Advisers, Austin, Texas

Special thanks to:

Grable Martin PLLC

Red Sun Creative, Austin, Texas

For more information: AltInvestingMadeEasy.com

Please contact us: info@AltIvestingMadeEasy.com

Roland Wiederanders: Roland@grablemartin.com

Sarah Florer: sflorer@grablemartin.com

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

© 2025 AltInvestingMade Easy.com LLC All rights reserved

Summary

In this episode of ALT Investing Made Easy, Alec McElhinny shares an investment deal he is offering in New Braunfels, Texas, focusing on flex industrial space and its advantages. The conversation explores the growth potential of New Braunfels, the benefits of investing in flex space, and the importance of lease structures in commercial real estate.

You can reach Alec McElhinny at: linkedin.com/in/alecjmcelhinny2027747777

Sponsored by:
Real Advisers Capital, Austin, Texas

Special thanks to:

Grable Martin PLLC

Red Sun Creative, Austin, Texas

For more information: AltInvestingMadeEasy.com

Please contact us: info@AltIvestingMadeEasy.com

Roland Wiederanders: Roland@grablemartin.com

Sarah Florer: sflorer@grablemartin.com

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

© 2025 AltInvestingMade Easy.com LLC All rights reserved

Summary

In this episode of ALT Investing Made Easy, Alec McElhinny shares his journey from being an actuary to becoming a commercial real estate investor. He discusses his current project in New Braunfels, Texas, focusing on flex industrial space and its advantages. The conversation explores the growth potential of New Braunfels, the benefits of investing in flex space, and the importance of lease structures in commercial real estate. Alec also provides insights into his investment strategy and projections for returns, including his approach to real estate investment, focusing on the importance of understanding cap rates, market projections, and cost-saving strategies in construction. He emphasizes the significance of operational control in development and highlights the unique selling points of industrial flex spaces. Alec shares his personal motivations for pursuing a career in real estate and the importance of capital formation in the industry. The discussion concludes with insights on investment goals and future collaborations.

You can reach Alec McElhinny at: linkedin.com/in/alecjmcelhinny2027747777

Sponsored by:
Real Advisers Capital, Austin, Texas

Special thanks to:

Grable Martin PLLC

Red Sun Creative, Austin, Texas

For more information: AltInvestingMadeEasy.com

Please contact us: info@AltIvestingMadeEasy.com

Roland Wiederanders: Roland@grablemartin.com

Sarah Florer: sflorer@grablemartin.com

Takeaways

• Alec transitioned from an actuary to real estate investing due to dissatisfaction with traditional career paths.
• Understanding interest rates is crucial for achieving retirement goals.
• Flex industrial space offers flexible use and is considered recession-proof.
• New Braunfels is strategically located for real estate development between Austin and San Antonio.
• Alec's current project focuses on building flex space with quick approval timelines.
• FlexSpace can be built quickly, often within four to six months.
• Investors can expect a 12% preferred return and a target IRR of 22%.
• Triple net leases are advantageous for property owners as tenants cover additional costs.
• Projections in real estate should be approached with caution and not seen as guarantees.
• The growth of the I-35 corridor presents significant opportunities for real estate investment. Cap rates are essential for making educated investment decisions.
• Market projections can be conservative to ensure investor safety.
• Sourcing materials and negotiating prices can lead to significant savings.
• Operational control is crucial in real estate development.
• Finding the right brokers can make a difference in leasing success.
• Flex spaces are in high demand and offer unique opportunities.
• Planning ahead is vital for successful investment projects.
• Personal motivations can drive success in real estate.
• Capital formation is facilitated by favorable securities laws in the US.
• Collaboration and responsiveness are key in real estate partnerships.

Chapters

00:00 Introduction to ALT Investing and Alec's Background

02:54 Alec's Journey from Actuary to Real Estate Investor

05:47 Exploring Flex Industrial Space and Its Benefits

08:53 The Growth of New Braunfels and Its Real Estate Potential

12:00 Overview of Alec's Current Project in New Braunfels

14:52 Understanding FlexSpace and Its Market Viability

17:49 Investment Opportunities and Project Projections

21:01 The Importance of Lease Structures in Commercial Real Estate

23:58 Understanding Cap Rates and Market Projections

24:52 Cost-Saving Strategies in Construction

26:45 Operational Control in Real Estate Development

28:42 Unique Selling Points of Flex Spaces

30:18 Investment Goals and Project Overview

32:31 Personal Motivations in Real Estate

35:17 The Importance of Capital Formation

36:42 Closing Thoughts and Future Collaborations

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

© 2025 AltInvestingMade Easy.com LLC All rights reserved