Real Wealth Real Health

Real estate developer Evan Holladay explains how the public perception of affordable housing is changing and discusses his unique approach within this sector. Affordable housing is a more pressing issue than ever in many cities, and more and more people are starting to get on board with the idea. In this episode, Evan Holladay shares how he approaches affordable housing, creating community-oriented spaces that allow their residents to live and thrive. In fact, he has coined the term ‘attainable housing’ to help remove the stigma associated with affordable housing. He breaks down two key examples his company has worked on — artist housing and housing for people in recovery — and shares some practical tips for financing, sustainable development, and creating a win-win-win for investors, partners, and community members. Evan Holladay is the founder and CEO of Holladay Ventures, a firm focused on creating and investing in workforce, affordable, and mixed-income communities. Their mission is to create quality housing opportunities and empower the residents to realize their full potential. Evan is also the host of the iTunes Top 200 business and real estate podcast, "Monumental," where he sits down with top leaders and entrepreneurs making massive changes in the world. Key Insights: Destigmatizing affordable housing Attainable housing that helps residents thrive Your story matters Public perception on affordable housing is changing A sustainable approach to development Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Evan Holladay is a real estate developer and investor with over $473 million and 2,276 units of multifamily real estate developed and invested. Evan is founder and CEO at Holladay Ventures where their team specializes in creating and investing in workforce, affordable and mixed-income communities. Their mission is to create quality housing opportunities and empower the residents to realize their full potential. Evan is also the host of the iTunes Top 200 business and real estate podcast, "Monumental," where he sits down with top leaders and entrepreneurs making massive changes in the world. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Holladay Ventures website Connect with Evan on LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

Ellevest CIO Sylvia Kwan talks about the results of the Women’s Financial Health Index and describes the shifts she’s seen in women’s investing habits, goals, and priorities Women are about to become the recipients of the greatest wealth transfer in history, and yet only 37% of women invest compared to 63% of men. In this episode, Ellevest CIO Sylvia Kwan reflects on some of the key findings in her company’s recent Women’s Financial Health Index. Sylvia also discusses the trends she’s noticed among women when it comes to values-aligned investing, and she explains how this shift will have major implications for the future of the financial services industry. Sylvia Kwan is the Chief Investment Officer at the woman-first financial company Ellevest. Dr. Kwan is a CFA charterholder with a PhD in engineering economic systems from Stanford and a BS in computer science and applied math from Brown. With more than 30 years of experience, she’s held positions at Charles Schwab and Financial Engines. Key Insights: Sylvia’s own journey as a woman in finance The benefits of illiquid investments Ellevest Women’s Financial Health Index findings Impact investing is the future Changing demographic values Why community is vital for this movement Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Sylvia Kwan is the Chief Investment Officer at the woman-first financial company Ellevest. Dr. Kwan is a CFA charterholder with a PhD in engineering economic systems from Stanford and a BS in computer science and applied math from Brown. With more than 30 years of experience, she’s held positions at Charles Schwab and Financial Engines. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Ellevest Ellevest Women’s Financial Health Index Connect with Sylvia on LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

40-year CRE veteran Todd Weaver shares the strategies and mindsets he’s using to navigate our current market conditions. Whether you’re a first-time real estate investor or a seasoned professional, there’s always more to learn. In this episode, Todd Weaver discusses the commercial real estate landscape with an emphasis on the Los Angeles market as a leading indicator in real estate, and why investors should focus on their discount rate versus cap rate. He addresses frequently asked questions about the economic environment, interest rates, leverage, and duration amongst the important data points to consider when investing, and the types of assets he’s focused on right now. Todd is the founder of Synergy Commercial Real Estate, Inc., a faculty member at UCLA Extension, and an expert with nearly 40 years of real estate experience. In 1993 Todd D. Weaver founded Synergy Commercial Real Estate, Inc., a boutique firm specializing in investment brokerage. Todd is a licensed Real Estate Broker, licensed General Contractor, Certified Property Manager, and Certified Commercial Investment Member. Todd possesses over 30 years of experience in the business, with a background that includes developing and repositioning 5,000,000 square feet and successfully completing hundreds of complex commercial lease and sales transactions. Todd is a past president of the CCIM Greater Los Angeles Chapter, and an active member of the Institute of Real Estate Management and International Council of Shopping Centers. He is on faculty at UCLA Extension where he teaches finance and commercial real estate. Key Insights: Continuing education can help your investing Discount rate vs. cap rate Are we in a recession? The issue with negative leverage Is retail back? Invest like an optimist Opportunities in today’s market Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: In 1993 Todd D. Weaver founded Synergy Commercial Real Estate, Inc., a boutique firm specializing in investment brokerage. Mr. Weaver was born and raised in Los Angeles and attended the University of California at Santa Barbara where he earned his B.A. in 1981. Todd is a licensed Real Estate Broker, licensed General Contractor, Certified Property Manager (CPM), and Certified Commercial Investment Member (CCIM). Todd possesses over 30 years of experience in the business, with a background that includes developing and repositioning 5,000,000 square feet and successfully completing hundreds of complex commercial lease and sales transactions on behalf of developers, investors, financial institutions, and government agencies. Todd is a Past President of the CCIM Greater Los Angeles Chapter, and an active member of the Institute of Real Estate Management and International Council of Shopping Centers. Todd is on faculty at UCLA Extension where he teaches finance and commercial real estate. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Synergy Commercial Real Estate Email Todd UCLA Extension Learn more about your ad choices. Visit megaphone.fm/adchoices

A multifamily real estate professional explains how viewing money as energy will allow you to find greater alignment between your investments and your life’s purpose. Vinki Loomba is the founder and CEO of Loomba Investment Group, a company dedicated to helping people build wealth through multifamily real estate investing. Vinki chose this career path after a spiritual awakening that showed her she could do more for her community by using all the knowledge she had gained through years of passive real estate investing. In this episode, Vinki shares her inspiring story of discovering her purpose, and she reflects on some of the ways our collective consciousness has shifted in recent years. Vinki also shares practical advice about finding investment opportunities in a variety of economic conditions, and she encourages listeners to move beyond a scarcity mindset. Vinki Loomba is a successful entrepreneur and strategist with a background in commercial real estate, information technology, and academia. She is a former IT professional and a professor who transitioned to full-time real estate investing. Vinki is an expert in strategic planning and management with a strong ability to connect the dots. With her unique combination of corporate and entrepreneurial experience, she is quite familiar with busy professionals’ distinct challenges. The goal of her work is to provide investors with the right knowledge to be able to make wise investing decisions aligned with their long-term financial goals in order to achieve financial success. Key Insights: How real estate investing helped Vinki find her purpose We attract like minded people Investing as a path to freedom The energy of money Finding opportunities in any economic conditions A scarcity mindset creates scarcity Wealth is not money Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Vinki Loomba is the founder & CEO of Loomba Investment Group, a private equity/investment firm specialized in real estate syndications. Vinki is a successful entrepreneur and strategist with a background in commercial real estate, information technology, and academia. She is a former IT professional and a professor who transitioned to full-time real estate investing. Vinki is an expert in strategic planning and management with a strong ability to connect the dots. With her unique combination of corporate and entrepreneurial experience, she is quite familiar with busy professionals’ distinct challenges. The goal of her work is to provide investors with the right knowledge to be able to make wise investing decisions aligned with their long-term financial goals in order to achieve financial success. Driven by her mission to help and touch one million lives in a meaningful way, Vinki is best known for inspiring many in her circle. She strongly believes that with 100% focus and concentration you can transform any idea into reality. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Loomba Investment Group Connect with Vinki on LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

A serial entrepreneur explains why he’s focused on mitigating the “age of disasters” Lifeboat Ventures CEO and Managing Director Gopi Mattel believes we are now in the age of disasters. From natural disasters to economic crises to pandemics, Lifeboat Ventures is focused on solving problems through disaster impact mitigation startups. In this episode, Gopi provides a new framework for thinking about disasters and explains why the venture capital space is uniquely positioned to tackle these problems head on. He also breaks down the difference between venture funds and venture studios, and he explains how one of Lifeboat’s startups is addressing the California housing crisis. Gopi Mattel is a serial entrepreneur and the CEO and managing director of Lifeboat Ventures. He’s also the founder and CEO of CellarStone, Inc., a Silicon Valley-based company that provides solutions in the area of sales performance management. Gopi has decades of experience with starting and running businesses, and he’s spent more than 30 years in the technology and executive management space. Key Insights: We are now in the age of disasters Why venture? Unique solutions to the housing crisis What are B-Corporations? Scarcity is a human concept Venture studio vs. venture fund Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Gopi Mattel is a serial entrepreneur and is the managing partner and CEO at Lifeboat Ventures, a venture studio for disaster impact mitigation startups. He’s also the Founder and CEO of CellarStone, Inc., a Silicon Valley-based company that provides solutions in the area of Sales Performance Management. Gopi is also the director of the Chennai, India chapter of the Founder Institute, which he launched. He has spent the past four years managing cohorts of startups, coaching numerous startups through the detailed steps from ideation to funding. Prior to Lifeboat Ventures and CellarStone, Gopi founded Motiva, Inc., a pioneering firm in the Sales Performance Management space, which was acquired by Siebel/Oracle. He has decades of deep and granular experience in all the various aspects of starting and running a business, and more than 30 years of experience in Technology and Executive Management. Gopi has implemented Sales Performance Management systems for companies such as Allied Signal Aerospace, Clorox, Milwaukee Electric Tool, Hill-Rom, Transamerica Capital, among others. He has held management positions at Citibank, FSB., and The Gap, Inc. He serves as an advisor for Pepperdine University Graziado Business School’s Most Fundable Companies program, and is a contributor to thestreet.com. Gopi holds a Bachelor of Science degree and University First Rank in Geography and Statistics from the University of Madras, Chennai, India. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Lifeboat Ventures ADU,Works Learn more about your ad choices. Visit megaphone.fm/adchoices

Checking in with a wealth advisor about planning for the future in our current economic climate. In seasons of economic uncertainty, it’s more important than ever to have a solid financial plan. In this episode, wealth advisor Jerry St-Cyr shares some of the most important considerations to keep in mind about retirement planning, long-term care insurance, and investing in today’s market. He also explains why he’s so passionate about helping women secure their financial independence, and he shares a preview of his upcoming book, WOMANITY! A Tribute to Women. Jerry St-Cyr is a wealth advisor with New York Life Insurance Company, where he focuses on retirement, financial, and legacy planning. Jerry previously worked as a financial advisor at Morgan Stanley and a global business leader in sales management, marketing, business development, and corporate negotiation. Jerry is also the author of two books, My Wine Guide (made simple) and WOMANITY! A Tribute to Women. Key Insights: Jerry’s perspective on our current economic situation Why retirement planning needs to evolve What to include in your financial plan When to start investing in long-term care insurance Investing in today’s market Jerry’s new book and his efforts to celebrate women Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Jerry St-Cyr is a wealth advisor with New York Life Insurance Company. Prior to this role, Jerry was a Financial Advisor for five years at Morgan Stanley focusing on retirement, financial and legacy planning for families in the Tri-State area. Prior to that, he was a multi-dimensional global business leader with executive-level sales management, marketing, business development and corporate negotiation experience in North and South America, Europe and Asia. Jerry still focuses on retirement, financial and legacy planning. His other areas of expertise lie in 401K and Defined Benefit plans. His target audiences include women, small business owners, doctors’ and lawyers’ offices, religious organizations and successful individuals and families in the Tri-State area. Jerry received his Bachelor's Degree in Commerce with a major in Marketing from McGill University in Montreal, Canada. He also studied Strategic Negotiations at Harvard, the Executive Development Program at the Wharton School of Business, International Project Management at IMD Business School in Switzerland and Finance and Leadership at the Singapore Institute of Management. Jerry is also an accomplished author of two books: My Wine Guide (made simple) and WOMANITY! A Tribute to Women. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com gmstcyr@comcast.net Learn more about your ad choices. Visit megaphone.fm/adchoices

Three Keys Investment Founder Julie Holly explains why it’s important to keep investing even when economic conditions seem less than ideal. It may seem prudent to hold off on investing in real estate in the midst of our current economic climate. Julie Holly argues that you can invest wisely no matter what’s happening in the markets, and if you don’t invest at all, you’re losing money. In this episode, Julie shares her perspective on the ways that rising interest rates are impacting investor behavior in both residential and multifamily real estate. She also explains how she’s continuing to find opportunities, overcoming fear and doubt, and she shares her best advice for staying grounded, becoming a more confident investor, and prioritizing the things that matter most to you. Julie Holly is the founder of Three Keys Investment, an organization that helps people find their freedom through multifamily real estate investing. She has invested in single family homes, house-hacked before it had a name, managed properties from 1,000 miles away, and passively invested in multifamily assets. Julie is also a high-performance coach and host of “The Conscious Investor” podcast, a show focused on supporting investors at every step of their journey. Key Insights: The impact of rising interest rates on multifamily real estate Understanding economic cycles How to keep investing regardless of economic conditions Building confidence as an investor Julie’s tips for staying grounded What it really means to have wealth Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Julie Holly is the founder of Three Keys Investment, an organization that helps people find their freedom through multifamily real estate investing. She has invested in single family homes, house-hacked before it had a name, managed properties from 1,000 miles away, and passively invested in multifamily assets. Currently, Julie is passively invested in nearly 300 doors, strategically partnered in 68 Atlanta-based units, and a general partner in 120 units. Julie is also a high-performance coach and host of “The Conscious Investor” podcast, a show focused on supporting investors at every step of their journey. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com gmstcyr@comcast.net Learn more about your ad choices. Visit megaphone.fm/adchoices

Purse Strings founder Barbara Provost explains how the finance sector continues to fail women and shares what she’s doing to change that. Even though women are responsible for more than $23 trillion in annual household spending and will inherent $30 trillion in the next 7-10 years, the financial industry continues to overlook and underserve them. Dr. Barbara Provost grew tired of seeing this same problem affecting the women around her and shape her work as a financial educator. So, she took action. In this episode, Barbara shares the inspiration behind her company, Purse Strings. She and AdaPia discuss how women can build a strong financial foundation for themselves and their communities, the different messages that men and women receive about money and power, and how these messages can lead to shame and fear - until we examine them, and choose more empowering ones. Dr. Barbara Provost is the founder of Purse Strings, a business development service introducing women who seek financial advice to service providers who understand their unique needs. The company also offers a breadth of free educational resources designed to help every woman, regardless of her financial situation. Barbara has 20+ years of experience as an educational consultant to the banking and insurance industries and is passionate about using that expertise to equip and empower women. Key Insights: How the finance industry is failing women Building a financial foundation The benefits of financial coaches Establishing your financial values Financial empowerment through community Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Dr. Barbara Provost has 20+ years of experience as an educational consultant to the banking and insurance industries. Over the years, she grew tired of these male-dominated sectors consistently shaping their sales messaging and resource development solely for target audiences of men (while blatantly ignoring the $23 trillion in annual spending that women alone are responsible for). Barb took action in 2015 by launching Purse Strings, a company for and by women boasting a unique dual business model. Purse Strings features a new business development service introducing women who seek financial advice to service providers who understand their unique needs. The company simultaneously offers a breadth of free educational resources designed to help every woman, no matter if they have a little money or a lot, get smart about money. Barb’s life motto is “be financially fearless.” Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Purse Strings Learn more about your ad choices. Visit megaphone.fm/adchoices

LENDonate founder Vivienne Hsu shares an inside look at how nonprofits are funded and explains how accredited investors can give back through her unique platform. When looking for a way to merge her institutional finance experience with her passion for philanthropy, Vivienne Hsu decided to create LENDonate. This marketplace lending platform allows accredited investors to crowdfund loans that support various nonprofit organizations and projects. In this episode, Vivienne explains the business model that keeps nonprofits afloat, including the major role of debt financing and real estate. Vivienne also provides an overview of LENDonate’s underwriting process and shares how investors can create social change while also generating returns. Vivienne is a CFA, entrepreneur, investment executive, and independent board member with over 20 years of financial services experience. She worked in a variety of institutional finance roles, including Senior Vice President at U.S. Trust, Vice President and Senior Portfolio Manager for Charles Schwab Investment Management, and lead portfolio manager for the Schwab Hedged Equity Fund. Viviennne then decided to focus on social entrepreneurship and became the founder and CEO of LENDonate. Key Insights: Transitioning from investment management to entrepreneurship The nonprofit business model Debt financing for nonprofits LENDonate’s underwriting process Are nonprofit borrowers riskier than other investments? Nonprofit finance in periods of inflation Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Vivienne Hsu, CFA is an entrepreneur, investment executive, and independent board member with over 20 years of financial services experience. As an expert in her field, she has appeared in numerous interviews on CNBC and Bloomberg TV and is frequently quoted in national publications, including The Wall Street Journal and Kiplinger. Most importantly, she is passionate about strategic philanthropy and sustainable investment. She is the founder and CEO of LENDonate, a unique marketplace lending and donation sourcing platform where nonprofits and supporters leverage their collective power for the greater good. She also serves as independent trustee on the board of ASYMmetric ETFs. Prior to being a social entrepreneur, Vivienne was Senior Vice President at U.S. Trust where she advised on complex financial matters. She served as a Vice President, Senior Portfolio Manager for Charles Schwab Investment Management where she oversaw its active equity strategies and was the lead portfolio manager for the Schwab Hedged Equity Fund. Under her leadership, the firm launched three new funds which garnered close to $500 million at launch. Prior to that, she was Vice President and Portfolio Manager at American Century Investments where she co-managed mutual funds that totaled more than $10 billion. Rounding out her experience was investment risk consultant at MSCI Barra, and pension actuarial work on retirement plans. She received an MBA from the Haas School of Business at the University of California, Berkeley, where she also received an undergraduate degree in applied mathematics. Vivienne is co-chair on the board of Los Altos Mountain View Community Foundation; and a member of the board of How Women Lead and Aeris Insights. In 2011-12, she volunteered full time as development director at Women’s Initiative for Self Employment which helped low income women start and sustain their own businesses. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com LENDonate Learn more about your ad choices. Visit megaphone.fm/adchoices

A real estate attorney highlights common legal concerns that new investors miss, and shares his experience in running franchises and investing in RV parks. Whether you’re investing in a simple real estate deal or branching out into a new asset class, finding trustworthy partners and creating a solid legal agreement are vital steps for protecting yourself and your wealth. In this episode, Seth Bradley explains why these agreements are so important, and shares some helpful tips for new investors to look out for. He also discusses his experience as a franchise owner and the challenges he faced during COVID-19, how franchises can fit into an investor’s portfolio, and shares about a different asset class - RV parks, and why these are poised for growth in the future. Seth is a real estate entrepreneur and an expert at creating passive income while working as a highly paid, busy professional. He’s closed billions of dollars in real estate transactions as a real estate attorney, investor and broker. Seth is the Managing Partner of Law Capital Partners, a private equity firm focused on value-add real estate acquisitions and development. He oversees the company’s overall investment strategy, business development, investor relations, and legal and compliance oversight, and he’s focused on maximizing investor returns through strategic partnerships, risk mitigation and creative deal structuring. Key Insights: Finding partners you trust Common legal issues for new investors Cap rate compression Managing a business during COVID-19The ins and outs of running a franchise Investing in RV parks Health is vital for wealth Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Seth Bradley is a real estate entrepreneur and an expert at creating passive income while working as a highly paid, busy professional. He’s closed billions of dollars in real estate transactions as a real estate attorney, investor and broker. Seth is the Managing Partner of Law Capital Partners, a private equity firm focused on value-add real estate acquisitions and development. He oversees the company’s overall investment strategy, business development, investor relations, and legal and compliance oversight. He brings to the company over 15 years of experience in general management and new business development. Seth focuses his efforts on maximizing investor returns through strategic partnerships, risk mitigation and creative deal structuring. Seth has represented real estate developers, investors, landlords, tenants, and financial institutions in all types of commercial real estate transactions including acquisitions, dispositions, financing, leasing and development, across a full gamut of asset types, including hospitality, multifamily, industrial, office and retail. Previously, Seth practiced law in the real estate and securities departments of three Am Law 200 firms, including most recently a top 3 globally ranked law firm. Seth graduated cum laude from the University of San Diego School of Law and has his Master of Business Administration degree from the W.P. Carey School of Business at Arizona State University. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Law Capital Partners Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach Roesinger explains why CRE brokers are so important and dispels some common misconceptions about his work. Many real estate investors don’t even think about the role brokers play in the commercial real estate process, but a great broker can mean the difference between a solid, properly vetted deal, and one that falls apart at the finish line. In this episode, Zach Roesinger shares an inside look at the role CRE brokers play in the industry, discussing topics like the fiduciary duty of brokers, the importance of integrity and relationship building, and the licensing process for all brokers. Zach also describes the process of becoming a successful CRE broker and offers advice to listeners who are interested in exploring this career. Zach Roesinger is the Co-Founder of the CRE Pro Course, and is the Director of Real Estate Acquisition and Development at Galvanized Holdings, LLC. He specializes in opportunity zone real estate acquisition, entitlement and zoning, and construction management of new build projects, as well as 1031-Exchange consulting and third-party capital placement in quick service restaurants and franchised businesses by providing risk-adjusted returns to investors. As a sales leader for Trulia and Zillow, Zach “cut his teeth” outbound cold calling ( >250 calls/day), closing large deals with some of the largest brokerages and real estate teams in the United States. Key Insights: Commercial real estate licenses How to break into commercial real estate brokerage To list or not to list a commercial property Why integrity matters for brokers Becoming an expert on different property types The one-to-many mentality Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Zach Roesinger is the Director of Real Estate Acquisition and Development at Galvanized Holdings, LLC. He specializes in opportunity zone real estate acquisition, entitlement and zoning, and construction management of new build projects, as well as 1031-Exchange consulting and third-party capital placement in quick service restaurants and franchised businesses by providing risk-adjusted returns to investors. Zach has traveled to over 100 countries and worked on 5 continents for companies like LVMH, Newmark Knight, Cloudera, and Montegra Capital. As a sales leader for Trulia and Zillow, Zach “cut his teeth” outbound cold calling ( >250 calls/day), closing large deals with some of the largest brokerages and real estate teams in the US. A polyglot who is fluent in Spanish and Portuguese, Zach has built sales teams that leveraged automation and proven sales techniques, teaching heavy hitters to focus their efforts on out-of-the-box solutions to complex commercial real estate deals to provide their customers and clients with unparalleled sales experiences. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com CRE Pro Course Connect with Zach on LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

Alpha Investing Principals Fark Tari, CEO, Daniel Cocca, Managing Director, Anne Lin, VP of Underwriting, and AdaPia d’Errico, VP of Strategy, host a live discussion about changing market conditions, actions taken to position the firm’s investments during the pandemic, and how they are considering future opportunities. In this episode, we both broadly and specifically address the questions and topics that are top of mind both for Alpha Investing and its investors. Prevalent themes of the episode are centered around: - The current macroeconomic environment - with rising rates and inflation top of mind. - How the firm positioned itself during COVID-19, with an overview of our multifamily, senior housing and single-family rental portfolios - How the firm is looking forward to the types of assets markets and strategies that will make sense in a changed economic environment. Alpha Investing is a private equity real estate firm led by a diverse leadership team with a track record of completing over 50 transactions across 20 states and 7 different asset types. Alpha emphasizes downside protection and capital preservation, operational excellence, and risk-adjusted returns for its network of investors. Key Insights: Alpha’s pandemic strategy COVID-19 winners and losers Macro factors affecting real estate Cap rate compression Is a recession imminent? SFR as a compelling asset type and strategy Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Robin Binkley of Real Equity Investment Partners shares the biggest lessons she’s learned through real estate investing in Belize. When Robin Binkley fell in love with the country of Belize, she decided to start investing in properties that would deliver strong returns while also giving back to the community. In this episode, Robin discusses her experience with investing internationally and breaks down the similarities and differences between investing in Belize and in the U.S.. She also offers advice to anyone who’s interested in expanding their portfolio to include international real estate, and she shares how she’s discovered a new “why” at different points in her investment journey. Robin Binkley is the co-founder of Real Equity Investment Partners. After almost 30 years of working in healthcare, Robin made her first real estate investment in 2018 and since then has dove head first into single family homes, multifamily syndication, international acquisitions, developments, and other passive income generating assets. She’s a full-time real estate investor with a desire to make positive change in the world for women, with efforts including finance and money management education. Key Insights: Getting started with real estate investing How to find the right team and investment partners Investing in Belize vs. investing in the U.S. Finding your “why” for different investments The value of waterfront property How to start investing internationally Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Robin Binkley is the co-founder of Real Equity Investment Partners. Robin has a diverse background in healthcare administration after spending 24 years working as a nursing home administrator and in the healthcare field for almost 30 years. Robin’s passion for real estate was realized in the early 1990s, but it was not until in 2018 that Robin made her first real estate investment. Although her time with REITs has been brief, Robin has dove head first into single family homes, multifamily syndication, international acquisitions, developments, and other passive income generating assets.She has additionally founded many other businesses including Bink Holding, LLC, Community of HOUP, LLC. and ASK International, LLC. Today, Robin is a professional real estate investor with a desire to make positive change in the world for women. She aspires to assist women in learning about financial education and money management in the United States and abroad. She is motivated, inspired, and loves sharing her vision with others. It is her greatest desire for women and others to gain financial independence and freedom. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Learn more about your ad choices. Visit megaphone.fm/adchoices

A seasoned investor and innovator, Janine Firpo explains how values-aligned investing can help us spark change and build community. Janine Firpo understands that wealth is one of our most powerful tools for living out our values in a way that makes an impact. In this episode, Janine explains how values-aligned investing can apply to every part of your portfolio, far beyond ESG funds and philanthropy. She also discusses the importance of having honest conversations about money with the people around you, and she shares her perspective on the way values-aligned investing impacts the real estate sector. Janine Firpo has a long history of values-aligned investing and working at the intersection of women and money. Janine has worked at Apple, Hewlett-Packard, the World Bank, and the Bill & Melinda Gates Foundation, before leaving her career in technology to focus on helping women create change through their investments. She’s the author of Activate Your Money, co-founder of Invest for Better, and a lead investor in Next Wave Impact, a fund designed to help more women become angel investors. Key Insights: The limitations of ESG How to evaluate investments Investing is like a cake The value of talking about money Values-aligned investing in real estate Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Janine Firpo is a seasoned values-aligned investor and social innovator, with a long history of working at the intersection of women and their money. From the early years of Apple Computer to senior positions with Hewlett-Packard, the World Bank, and the Bill & Melinda Gates Foundation, Janine has always found herself making an impact. In 2017 she left a successful 35-year career in technology and international development to focus on how women can create a more just and equitable society through their financial investments. Her book, Activate Your Money: Invest to Grow Your Wealth and Build a Better World, was a collaborative effort with almost 150 women. Janine walks her talk. She is taking action to move all her own assets into investments she feels good about and is watching them grow with market-rate returns. In 2021, she joined forces with Ellen Remmer to co-found Invest for Better. Janine is also a lead investor in Next Wave Impact, an impact fund designed to help more women become angel investors. And, she chairs the board of Zebras Unite, an organization that is developing the capital structures, community, and culture that non-unicorn start-up businesses need to thrive. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Activate Your Money Invest for Better Connect with Janine on LinkedIn Follow Janine on Twitter Learn more about your ad choices. Visit megaphone.fm/adchoices

After more than 20 years of working with C-suite leaders in Fortune 500 firms, Damon D’Amore explains how pragmatism and optimism work best when paired together. Damon D’Amore recognizes that every one of us is on our own hero’s journey, and he’s dedicated to helping C-suite leaders progress on their journey with improved performance and the ability to effectively share their stories. In this episode, Damon breaks down a variety of concepts that he uses in his work and applies them to the way investors make decisions. He explains how a blend of pragmatism and optimism can make investors more confident and informed, allowing them to plan for storms while also knowing that every market change is temporary. He also discusses the importance of keeping your goals in mind when evaluating the risk of different investments. Damon D'Amore has spent more than 20 years working directly with C-suite leaders in Fortune 500 firms, and half of his clients are women. His work focuses on psychological performance and storytelling to gain stakeholder advocacy. Damon also speaks internationally on legacy, personal development, resilience, mindset, and applying the lessons of entrepreneurship to corporate environments. Key Insights: The hero’s journey for women How to evaluate risk The importance of keeping your goals in mind Commitment to daily self-improvement Expecting market changes Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Damon D'Amore has spent more than 20 years working directly with C-suite leaders in Fortune 500 firms. His work focuses on psychological performance and storytelling to gain stakeholder advocacy. Damon speaks internationally on legacy, personal development, resilience, mindset, and applying the lessons of entrepreneurship to corporate environments. Half of Damon’s clients are female leaders in the C-Suite. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Legacy Mentor “How to be a Pragmatic Optimistic” Learn more about your ad choices. Visit megaphone.fm/adchoices

From investment banking to venture investing to founding a fintech company, Tracy McWilliams shares how she’s fighting fragmentation to help investors find and evaluate startups. Tracy McWilliams created Jaspy because she noticed an enormous gap between corporates and early stage companies. As the founder and CEO of Inspire Global Ventures and a former investment banker, Tracy is passionate about both investing and entrepreneurship and wants to simplify the investment process for people interested in funding startups. In this episode, Tracy breaks down the key factors that contribute to a successful startup, including criteria to look at when evaluating a potential investment. She also talks about the idea that anyone can be an entrepreneur, and she shares advice for founders who want to pivot but aren’t sure if the timing is right. As the founder and CEO of Inspire Global Ventures, Tracy bridges her experience as an investment banker with a passion for entrepreneurship, knowledge of government entities, and advocacy of technologies that inspire breakthrough problem-solving. Most recently Tracy founded and launched the Jaspy technology platform, creating a new standard for people and corporations investing in private transactions. Key Insights: * The problem with early stage investing * Careers are not linear * Characteristics of a great entrepreneur * How to pivot the right way * Advice for investing in startups Guest Bio: Tracy McWilliams is an investor, board member and advisor to teams, technologies and firms that disrupt their industries. As the founder and CEO of Inspire Global Ventures, Tracy bridges her experience as an investment banker with a passion for entrepreneurship, knowledge of government entities, and advocacy of technologies that inspire breakthrough problem-solving. Most recently Tracy founded and launched the Jaspy technology platform, creating a new standard for people and corporations investing in private transactions. As an investment banker, Tracy rapidly advanced inside of corporate financial services firms, financing debt and equity for corporates, government agencies and manufacturers. She was the founder of Heritage Capital, CEO of Heritage Advisory, and served as a banker at Kemper Securities before leading a private family trust. Tracy has invested in and advised a portfolio of 20+ companies in financial technology, real estate technology, artificial intelligence, and crowdfunding industries. Companies include: PayForward, Crowdstreet, Realty Mogul, Wavemaker Labs, Potrero Medical and PopID. Tracy invested in the seed round and served as an advisor to Random Forest Capital, which was purchased within 18 months from inception by Franklin Templeton. She serves as an advisor and board member to numerous early stage founders and established the Early Stage Leadership Council to connect early stage companies with communities and governments where they operate. Tracy earned a bachelor’s degree in business finance from the University of Southern California. Resources: Real Wealth Real Health Alpha Investing [odcast@alphai.com Inspire Global Ventures Jaspy Learn more about your ad choices. Visit megaphone.fm/adchoices

Hutch the Marine Investor shares how he’s transforming the lives of veterans by helping them build passive income through real estate investing. Shelon “Hutch” Hutchinson started investing in real estate so he could have a passion project after retiring from the Marines, and he’s now helping other veterans do the same. Hutch is the owner and co-founder of H Squared Capital, a real estate investment firm that provides veterans with opportunities to invest in multifamily real estate syndications alongside high-net worth partners. In this episode, Hutch shares the unique and important work he’s doing to educate veterans, provide investment opportunities, and give back through non-profit organizations. He also shares advice for anyone who’s looking to get started as a multifamily investor. Hutch is a Master Sergeant (E-8) in the United States Marine Corps who oversees 200 marines. Throughout his 21-year career, he has served in many leadership roles in Marine Corps aviation. He has been awarded several personal awards for his job performance and has created and led teams that performed effectively in training and combat operations. Hutch is also a successful real estate investor in both the single and multifamily spaces. Key Insights: The unique financial situation for veterans Investing during a recession How to get started with multifamily investing Empowering veterans to invest Nature’s abundance versus the human concept of scarcity Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Shelon “Hutch The Marine Investor” Hutchinson is a Master Sergeant (E-8) in the United States Marine Corps. Throughout his 21-year career, he has served in many leadership roles in Marine Corps aviation. He has been awarded several personal awards for his job performance. He has created and led teams of various sizes that performed effectively in training and combat operations. Hutch has successfully executed over $2.4 million in single-family real estate transactions which include over $870k as a real estate agent (currently not active) and over $11 million in multifamily property acquisition. Hutch recently co-sponsored the acquisition of a 55-unit portfolio in Spartanburg, South Carolina, and a 167-unit apartment complex in Augusta Georgia. Hutch is a member of the Professional Investor Guild in Pensacola, Florida, and a member of the Michael Blank Deal Maker Mastermind. Hutch has a Bachelor of Science in Aeronautics from Embry Riddle Aeronautical University. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com H Squared Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

A $1 billion real estate operator stresses the importance of setting realistic expectations for investors in the current market. Veena Jetti believes it’s always better to under promise and over deliver. She’s the founding partner of Vive Funds, a commercial real estate firm that specializes in curating conservative opportunities for investors. She has over a decade of real estate experience that includes founding real estate firms and acquiring and managing over $1 billion in real estate. In this episode, Veena talks through some of the current trends she’s seeing in the multifamily market, from low cap rates to rising construction costs to high prices on older properties. She explains the advantages of appropriate underwriting and choosing conservative investment opportunities over ones that promise overly high returns, and she shares some predictions about where the growing challenge of affordability in real estate might lead. Veena Jetti is the founding partner of Vive Funds, and also a founding partner of Enzo Multifamily. Her professional expertise includes driving corporate strategy and business development opportunities. She has a finance degree from the University of Illinois at Chicago, and she’s a sought after speaker, panelist, and podcast guest. Key Insights: Prioritizing the LP experience Investing in the Atlanta market Vive’s response to rising construction material and labor costs The need to reset investor expectations Affordability challenges in real estate Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Veena Jetti is the founding partner of Vive Funds, a unique commercial real estate firm that specializes in curating conservative opportunities for investors. Veena brings a dynamic perspective to targeting, acquiring, managing, and operating assets using best practices combined with cutting edge technologies. Her professional expertise includes driving corporate strategy and business development opportunities. After graduating from the University of Illinois at Chicago with a degree in Finance at 20 years old, she pursued her passion of real estate. Veena, also a founding partner of Enzo Multifamily, has over a decade of real estate experience and over $1B+ in real estate assets over her career in both the startup world as well as the corporate world. Because of her diverse background, she is often a panelist and speaker for various podcasts, global conferences, and radio shows. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Vive Funds Learn more about your ad choices. Visit megaphone.fm/adchoices

A career CEO, activist, and board expert shares the importance of women taking leadership roles as founders, on boards, and as investors. Julie Castro Abrams is leading a movement of women who invest in women-led companies, and are transforming the venture landscape as a result. As the founder and CEO of How Women Lead, she’s devoted to getting more women on public and private boards, and as the Managing Partner at How Women Invest, she has created a unique VC firm where thousands of women are investing in other women-led companies - with groundbreaking results. In this episode, Julie shares her perspective on the progress being made toward diversity in venture and on corporate boards, the importance of a strong personal frame for oneself and others, taking empowered action in the face of injustice, the hierarchy of philanthropy, and the inspiring movement of women who are investing in other women founders who, in turn, are creating successful businesses across a broad spectrum of industries - from female-focused to AI-driven. Julie is the founder and CEO of How Women Lead, a sought-after speaker, and a consultant who helps leaders achieve their growth and breakthrough goals. She’s also a philanthropist who created How Women Give and serves as the governance chair for the Women’s Funding Network. Julie has won many awards including the Jobs Genius Award, Morgan Stanley Innovation Award, Cisco Innovation in Technology, "Women Who Could Be President" League of Women Voters, Stevie Award for Best Non Profit Executive, Human Rights Award from the Commission on the Status of Women, the Women of Color Action Network, Leadership California and the Marin Women's Hall of Fame in 2011. Key Insights: The impact of your personal frame on your ability to succeed The growth and gains that result from board diversity The power of women investing in women-led companies Maimonides’ hierarchy of philanthropy and how it relates to investment Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Julie Castro Abrams is an expert on building boards that add a strategic advantage including proactive searches for women on corporate boards. An experienced CEO and sought-after speaker in entrepreneurship and how women lead, she is widely recognized because of her unique ability to connect people and facilitate rich conversations that make change happen. Julie partners with terrific CEOs to build high performance, multicultural teams, in particular boards that make organizations better. She has a successful consulting practice with leaders she admires to achieve their growth and breakthrough goals. Julie's commitment to justice and community are well known in her personal and professional endeavors. She serves as a leader on the boards of organizations focused on women and children, Latinos, economic development and the arts. Julie is a philanthropist who launched How Women Give and serves as the Governance Chair for the Women's Funding Network. Thousands of new businesses attribute their launch and growth to her support which has resulted in millions toward the economic growth in communities. She is a leader in the country's movement to build and fund start ups. Julie has won many awards including the Jobs Genius Award, Morgan Stanley Innovation Award, Cisco Innovation in Technology, "Women Who Could Be President" League of Women Voters, Stevie Award for Best Non Profit Executive, Human Rights Award from the Commission on the Status of Women, the Women of Color Action Network, Leadership California and the Marin Women's Hall of Fame in 2011. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com How Women Invest How Women Lead Learn more about your ad choices. Visit megaphone.fm/adchoices

A leading macroeconomist explains how knowledge of economic cycles can help investors make better decisions at the right times. Akhil Patel has been studying, writing and teaching about the most important economic cycle that most people don’t know about. He knows that real estate markets operate on an 18.6 year cycle, and he believes understanding that cycle can help people grow and protect their wealth. To kick off 2022, Akhil returns to the podcast for a conversation about our current real estate and stock market cycles, where we are in the cycle and whether we are tracking according to the 18.6 year cycle (we are), and he goes into some predictions for the coming year and practical ways that cycles should inform our investment decisions. This is a more in-depth conversation about Akhil’s and Property Sharemarket Economics’ work and follows on from the introductory conversation we had with Akhil at the beginning of 2021 (RWRH episode 21). Akhil is a director at Property Share Economics and a leading expert on economic, financial, and property cycles. He has experience in audit, central government and international banking and also serves as a principal policy advisor to the European Bank for Reconstruction and Development. Throughout his career, Akhil has worked on a range of projects including reviewing large infrastructure public private partnerships and helping establish the UK’s £3 billion International Climate Fund. Key Insights: How the real estate market operates on an 18.6 year cycle How smartphone technology shaped our current economic cycle The role of human behavior (fear and greed) in investing and cycles How the stock market and real estate market cycles interact The impact of migration to secondary and tertiary markets Advice for investors in our current cycle Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors,investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Akhil became interested in economic cycles during his school years when he came across Henry George’s Progress and Poverty, which explained why economies go through periods of boom and bust. Later on, he witnessed the negative effects of not understanding economic cycles when his family’s business went through difficult periods during the major recessions in the early 1990s and during the global financial crisis after 2008. He became determined to develop a body of work that would help people – whether they were investors, business owners or those just interested in doing something with their savings to grow their wealth or manage their affairs through the course of these economic cycles. Akhil has professional experience in audit, central government and international banking and has worked on a range of issues from reviewing large infrastructure public private partnerships (PPP) deals to helping establish the UK’s £3 billion International Climate Fund. He has two Masters Degrees (in Finance and Public Policy) and a first degree in the Classics from Oxford. He is also currently a principal policy advisor to the European Bank for Reconstruction and Development (EBRD). Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Property Share Economics Akhil’s first episode on Real Wealth Real Health Learn more about your ad choices. Visit megaphone.fm/adchoices