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  • Episode 105 - Diving Deeper - Due Diligence in the World of Alternative Investments

    Episode 105 - Diving Deeper - Due Diligence in the World of Alternative Investments
    2023/12/19

    Understanding due diligence goes beyond knowing what’s going on. You have to be willing to do the work no matter how mundane it is and be willing to take the time to ensure your investment and investors are in good hands.

     

    In this second episode in a two-part series of the Purpose-Driven Wealth podcast, Mo Bina welcomes back Chris Carsley in a continuation of their discussion on due diligence in alternative investments. Diving deeper, they discuss about specific areas to focus, inefficiencies, repeatability, and risk management, to name a few.

     

     

     

    Here’s what you will expect in this episode:

     

    • Core areas of investment, operations, and investment.
    • Economic due diligence and related examples.
    • Common areas of focus on investment due diligence
    • Inefficiencies, repeatability, and government regulation
    • Important areas of operational and business due diligence.
    • Be willing to walk away, ignore FOMO.
    • Key items when analyzing an investment strategy.
    • Portfolio risk, correlation of assets, and counterparty risk
    • Investment monitoring and internal risk management
    • Valuable suggestions for doing due diligence. 

     

     

    About Chris Carsley:

     

    Chris Carsley brings over 25 years of investment industry expertise specializing in corporate and venture finance, business valuation, business operations efficiency, regulatory compliance practices, securities research, portfolio management, arbitrage trading and hedging. Previously, Chris was Managing Director of Bluewater Global Ltd., an international holding company where he performed corporate analysis and invested in a variety of direct and indirect venture capital projects.

     

    Prior to entering venture capital investments, Chris was responsible for the creation of the business risk and operational due diligence program as a senior member of the investment research and analysis team at Benchmark Plus Management. He was also the head execution trader of futures, options and OTC based trades for the Benchmark Funds. Chris was a trader for Paloma Securities where he negotiated and structured ISDAs, securities lending, and financing agreements that targeted global arbitrage opportunities primarily for Canadian and European markets. Chris was also a senior member of the hedge fund security finance team performing due diligence for the Paloma hedge funds to assist in enhanced finance/margin treatment and short coverage costs.

     

    Chris Carsley Links:

     

    Website: https://kirklandcapitalgroup.com/

    LinkedIn: https://www.linkedin.com/in/chris-carsley-cfa-caia-965696/

     

     

    Connect with Mo Bina on…

    Website: https://www.high-risecapital.com/

    YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured

    Instagram: https://www.instagram.com/highrisecapital/

    Medium: https://mobina.medium.com/

     

    For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:

    https://www.high-risecapital.com/resources-index
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    51 分
  • Episode 104 - Small Changes, Big Impact - The Path to Eliminating Marginal Losses

    Episode 104 - Small Changes, Big Impact - The Path to Eliminating Marginal Losses
    2023/12/12

    Most of us has a full understanding of the challenges that life is throwing at us, yet we understand so little about how our brain works in response to these challenges.

     

    In this episode of the Purpose-Driven Wealth podcast, Mo Bina welcomes back Deirdre Morrison in a very interesting conversation about how your brain works, and how to work your way in dealing with marginal losses. Deirdre has previously discussed about how our brain functions and how to better harness its ability. In today’s discussion, they cover the topic of how people can reduce and eliminate these marginal losses and understand how our brain is wired to deal with them.

     

     

    Here’s what you will expect in this episode:

     

    • What are marginal losses?
    • Self-awareness and Self-Observation is the key
    • What if we accumulate too many marginal losses?
    • Not having enough self-compassion
    • What we can do to reduce and eliminate accumulated losses.
    • On Discipline and structure.
    • Extending compassion and support
    • Acknowledging that everyone has to start somewhere.
    • Your brain has a core mission to keep you safe.

     

     

    About Deirdre Morrison:

     

    Deirdre Morrison graduated with a degree in Art and Design, which was a stepping stone on her lifelong journey with ideas, insight, and learning. Early career experience includes the arts sector; public relations and communications; commercial photography, and craft businesses.

     

    Deirdre has worked extensively in helping emerging entrepreneurs and solopreneurs to develop their skills and confidence through group and individual coaching. Additional interests include the Japanese sword art of Kendo and recreational road cycling.

     

    Building on her passion for creativity, ideas, and entrepreneurship, Deirdre works with individual clients and teams in the NeuroCreative™ Studio. She blends applied neuroscience coaching techniques and neuroeducation to help her clients achieve greater understanding of how their brains work, and what this makes possible for them.

     

    She founded the NeuroDevelopment Institute to create greater understanding of the human brain on a global level and build bridges between various levels of interest in this sphere, including practitioners, researchers, and end users.

     

     

     

    Deirdre Morrison Links:

     

    LinkedIn: https://www.linkedin.com/in/deirdremorrison/

    Client work: https://neurocreative.studio

    Non-Profit: https://neurodevelopmentinstitute.com
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    39 分
  • Episode 103 - Your Slice of the Sunset - Fractional Ownership of Vacation Homes

    Episode 103 - Your Slice of the Sunset - Fractional Ownership of Vacation Homes
    2023/11/29
    Podcast: Purpose-Driven Wealth Episode: Episode 103 - Your Slice of the Sunset - Fractional Ownership of Vacation Homes     When we go on vacations, we can’t help but wonder how it would feel to own something like that vacation spot you enjoyed. What if you can participate in an investment specifically dealing with vacation rentals?   In this episode of the Purpose-Driven Wealth podcast, Mo Bina talks with Jack Donnell about Fundhomes, and the basics of a fractional investment model in vacation rentals. They also talk about the effect of inflation on these assets, as well as risks associate with them. The fractional investing model can work with alternative investments, as its space is very diverse and new asset classes are coming out every now and then.     Here’s what you will expect in this episode:   A fractional investing platform for vacation rentalsHow do they curate and vet investment properties?A combination of income plays and appreciation.Taking into account market corrections and loss of value.Preferred markets or geographical areas.Correlation of these investments compared to traditional ones.The effect of inflation on different assetsTypes of risks associated with vacation rentals.Types of investment offered and investors they work withConnecting and pooling investors with othersHaving a deep background in property managementEncouraging people to try fractional investing model in alts.       About Jack Donnell:   Jack Donnell is a seasoned professional with a diverse background in customer success, marketing, and project management. Currently, Jack serves as a Customer Success Associate at Instacart in the United States, where he has been contributing for the past 2 months. Prior to this, he worked as a Growth Marketing Manager at Fundhomes in Newport Beach, California, for 1 year and 2 months. Jack also gained extensive experience as a Customer Success Manager - Onboarding at Sprout Social, Inc. in Seattle, Washington, for 1 year and 6 months, excelling in customer satisfaction and social media marketing strategies. His expertise extends to areas such as product marketing, social listening, Facebook Ads, Google Ads, UTM, Google Analytics, API integrations, and social media marketing. With a background that includes project management and engineering, Jack's professional journey includes roles at SmartSpace AI, Irvine Company, and 10th Street Aquatics. He holds a Bachelor of Business Administration in Business Administration and Management from Brandman University and a Bachelor of Business Management from Montana State University-Bozeman, with a strong foundation in management and marketing.         Jack Donnell Links:   Website: www.fundhomes.com Email: team@fundhomes.com Linkedin: https://www.linkedin.com/in/jack-donnell/       Connect with Mo Bina on… Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/   For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
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    32 分
  • Episode 102 - Giving Back with Purpose - Making a Difference, Changing Lives

    Episode 102 - Giving Back with Purpose - Making a Difference, Changing Lives
    2023/11/14

    Wealth is not only measured by what you have saved, but also by whom you have helped.

     

    In this very special episode of the Purpose-Driven Wealth podcast, Mo Bina shares the table with Joseph Bradford, the founder of B.A.R.E. Truth Inc, as they discuss about the key issues surrounding homelessness in the country, and what their organization does to help as many people as they can. Joseph’s inspiring journey through life gave rise to his initiative.

     

     

     

    Here’s what you will expect in this episode:

     

     

    • A story with the first homeless person he hung out with.
    • How he ended up establishing the organization.
    • Key programs and initiatives
    • Housing program and mentorship for youth.
    • Thoughts on dealing with the homelessness issue.
    • Humanizing the homeless and partnering with doctors
    • How the pandemic has affected their organization.
    • Homelessness doesn’t have a face.
    • Other events the organization hosts
    • Fund raiser drives and dealing with rejection.
    • Knowing the right person makes all the difference.
    • A purpose driven wealth.
    • The vision for the organization
    • A call for volunteers, ideas, and suggestions.

     

     

    About Joseph Bradford:

     

    Joseph Bradford is a dedicated professional with a remarkable career spanning various domains, including mentoring, property management, financial advisory, and talent management. As the Founder of B.A.R.E. Truth Inc, he has spent over seven years tirelessly working to uplift impoverished individuals and families in the Greater Los Angeles Area, offering mentorship and wellness services to empower them to lead healthier, purpose-driven lives. Joseph's five-year tenure as a Property Manager at The John Stewart Company involved providing housing to formerly homeless individuals, demonstrating his deep commitment to improving the lives of vulnerable populations. In addition to his philanthropic work, he served as a Financial Advisor at WFG - World Financial Group and operated as the Owner of Achieve A Dream, a talent management company. Joseph's impressive educational background includes an Associate's Degree in Intermedia/Multimedia from IADT Orlando Fl and a Bachelor of Business Administration (BBA) from Santa Monica College.

     

     

    Joseph Bradford Links:

     

    Website: www.baretruthinc.org

    Instagram: @official_bare_truth

    TikTok: @bare_truth_inc
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    55 分
  • Episode 101 - Warehouse Wealth - Exploring Industrial Real Estate and Sale-Leasebacks

    Episode 101 - Warehouse Wealth - Exploring Industrial Real Estate and Sale-Leasebacks
    2023/11/08
    Podcast: Purpose-Driven Wealth Episode: Episode 101 - Warehouse Wealth - Exploring Industrial Real Estate and Sale-Leasebacks     We have heard lessons and discussions from market experts focusing on specific sectors of the real estate, but not much on what investors dub as “the ugly asset”. Join us and discover the nuances of the opportunities in the Industrial Real Estate.   In this episode of the Purpose-Driven Wealth podcast, Mo Bina speaks with Judd Dunning, a seasoned broker and the President of DWG Capital. Judd shares his knowledge in evaluating Industrial Real Estate deals, as well as explaining what a Sale-Leaseback is. Between the lessons and the thought-provoking statistics, this is a real estate discussion you don’t want to miss.       Here’s what you will expect in this episode:   Judd’s family history in Real EstateHow he got into real estate from entertainment.Outlook on industrial and multifamily real estate.Why retail investors are drawn to multifamily than industrial.People forget the asset type when they see the number.What is a sale leaseback?The manufacturing sector in investment numbers.Discussion on geographic markets.The political exposure component of investments.Main points on checklist when evaluating a deal.Do a rent survey.Price per square footLocation: know your neighborhoodDo a background search.     About Judd Dunning:   Judd Dunning is a principal and well-known seasoned broker in Los Angeles. He is the recipient of Los Angeles Business Journal’s 2022 Community Impact Deal of the Year award and a Commercial Executive Broker of the Year nominee, as well as Co-Star Power Broker award winner. With 19 successful years of institutional brokerage at the nation's top real estate firms, Mr. Dunning has executed over $1B+ of transactions and hundreds of millions of dollars in debt and equity placement. In 2021 to 2023, he closed more than $1B in real estate transactional volume including nine sale-leasebacks with a book value of more than $50M. Over his well-established career, Mr. Dunning’s core emphasis has been providing strategic, institutional-level advisory services for stabilized, value-add and distressed retail, office, industrial, multifamily and development assets. He maintains a superior roster of clients, including many prominent institutions, funds and private clients.   Mr. Dunning's and his team's primary objective is simple: to deliver the highest quality commercial real estate transactional investment sale and capital markets advisory possible for his clients via DWG’s seasoned, intelligent institutional-grade platform. Investment Sales. Capital markets. Done. That’s DWG.   Judd Dunning Links:   DWG Capital Website: https://dwgcapitalpartners.com         Connect with Mo Bina on… Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/   For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
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    18 分
  • Episode 100 - Mastering the Ups and Downs - Secrets for Wealth in Economic Cycles

    Episode 100 - Mastering the Ups and Downs - Secrets for Wealth in Economic Cycles
    2023/10/31
    Podcast: Purpose-Driven Wealth Episode: Episode 100 - Mastering the Ups and Downs - Secrets for Wealth in Economic Cycles     Market cycles, in the world of wealth management, is a hidden gem hiding in plain sight, but its utility is only for those who understands it in the right context and the right timing.   In this episode of the Purpose-Driven Wealth podcast, Mo Bina welcomes back Akhil Patel, author of a new book, The Secret Wealth Advantage, in a very engaging discussion about Economic Cycles in the current context. In Akhil’s first appearance (Episode 28), they have discussed about understanding economic cycles and its implications for investors. Moving forward to today, Akhil gives a very valuable perspective about what to expect in the current market cycle, as well as tips for those interested in the real estate market.       Here’s what you will expect in this episode:   Key takeaways from Akhil’s new book.About The Handbook of Wealth Secrets.The main economic cycle.Where are we in the cycle now?A projection of the next major crisis.What can people expect for the remainder of this cycle?On the speculative phase for different asset classes.Building up a cash reserve and educating yourselfOn major blind spots in the current economic model     About Akhil Patel:   Akhil Patel is the Director of Property Sharemarket Economics, an investment research service that teaches subscribers how to ‘remember the future’ based on leading knowledge of economic and financial cycles.   Akhil became interested in such cycles after his family’s business went through difficult periods during the major recessions in the early 1990s and 2008. He refused to accept the conventional wisdom that these events could not be forecast in advance. After much study, he decided 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.   With professional experience in the UK civil service and international development, Akhil has worked on a range of issues from reviewing large infrastructure deals to helping establish the UK’s £3bn International Climate Fund. He has two masters degrees (in finance and public policy) and a first degree in classics from Oxford.   Akhil Patel Links:   Akhil’s Book on Amazon.com The Secret Wealth Advantage: https://www.amazon.com/Secret-Wealth-Advantage-profit-economys/dp/0857198572/ref=sr_1_1?crid=13IWJ0YIHBKM8&keywords=the+secret+wealth+advantage+-+akhil+patel&qid=1692378476&sprefix=secret+wealth+a%2Caps%2C182&sr=8-1   The book site is: www.thesecretwealthadvantage.com   Property Sharemarket Economics: www.propertysharemarketeconomics.com   Free newsletter sign up: https://propertysharemarketeconomics.com/newsletter-property-share-market-economics/ Boom Bust Bulletin (entry level newsletter): https://propertysharemarketeconomics.com/subscribe-to-boom-bust-bulletin/   LinkedIn: www.linkedin.com/in/akhilgpatel X/Twitter: @akhilgpatel       Connect with Mo Bina on… Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/   For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
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    47 分
  • Episode 99 - Diving Deep - Due Diligence in the World of Alternative Investments

    Episode 99 - Diving Deep - Due Diligence in the World of Alternative Investments
    2023/10/24
    Due diligence is the most important aspect of making an investment. Though an institutional level investment firm has a massive system for making sure everything checks out, it pays to know how these things are going from the perspective of an expert.    Join us in this episode of the Purpose-Driven Wealth podcast, as Mo Bina interviews Chris Carsley of Kirkland Capital Group. This is a must-see, must-listen episode for aspiring investors, as well as those who have already established themselves in investing. Learn about the importance of due diligence, and how pros like Chris get it done the right way.     Here’s what you will expect in this episode:   Due diligence in various types of assetsWhat are alternative investments and what are the major types?Advantages in including alternative investments.A true hedge fund and the best risk adjusted return.Potential disadvantages in alternative investmentsDue diligence includes operational side.Major areas or categories of due diligenceDealing with information blocks and site verificationHow institutional level firms perform due diligence.Recourse when style drift happens.Recurring red flags from their experience.         About Chris Carsley:   Chris Carsley brings over 25 years of investment industry expertise specializing in corporate and venture finance, business valuation, business operations efficiency, regulatory compliance practices, securities research, portfolio management, arbitrage trading and hedging. Previously, Chris was Managing Director of Bluewater Global Ltd., an international holding company where he performed corporate analysis and invested in a variety of direct and indirect venture capital projects.   Prior to entering venture capital investments, Chris was responsible for the creation of the business risk and operational due diligence program as a senior member of the investment research and analysis team at Benchmark Plus Management. He was also the head execution trader of futures, options and OTC based trades for the Benchmark Funds. Chris was a trader for Paloma Securities where he negotiated and structured ISDAs, securities lending, and financing agreements that targeted global arbitrage opportunities primarily for Canadian and European markets. Chris was also a senior member of the hedge fund security finance team performing due diligence for the Paloma hedge funds to assist in enhanced finance/margin treatment and short coverage costs.       Chris Carsley Links:Website: https://kirklandcapitalgroup.com/ LinkedIn: https://www.linkedin.com/in/chris-carsley-cfa-caia-965696/     Connect with Mo Bina on… Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/   For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
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    59 分
  • Episode 98 - Beyond Borders - Building Wealth with Mexican Real Estate

    Episode 98 - Beyond Borders - Building Wealth with Mexican Real Estate
    2023/10/17

    The journey of a Real Estate entrepreneur can transcend borders if they so choose. Where others aspire to own property outside of the country, some people are already living the dream.

     

    Tune in to this episode of the Purpose-Driven Wealth podcast as Mo Bina speaks with Fletcher Wheaton of Cabo Key Real Estate, as they talk about Real Property investments in Mexico, the environment and atmosphere, and finance basics you need to know.

     

    Learn about the Pros and Cons of buying properties, as well as the related risks and tips for those who want to start buying a piece of paradise.

     

     

    Here’s what you will expect in this episode:

     

    • Fletcher’s background and moving to Mexico.
    • Geographic markets in Mexico
    • General environment and atmosphere in Cabo Key
    • Language, Tourism, and Transportation
    • Pros and Cons in purchasing real estate in Mexico.
    • Financing in the US versus other parts of the world
    • Pre-Construction and related risks
    • Paying attention to market cycles
    • Property uses for typical buyers.
    • Current demand and supply in Mexico
    • Very low property tax
    • Tips on buying properties for foreigners.

     

     

     

    About Fletcher Wheaton:

     

    Fletcher Wheaton started out in real estate by buying and renting investment properties in his hometown of New Orleans, LA in 2008. In 2015, he fell in love with Baja on a real estate scouting trip to Los Cabos and has lived here ever since. He specializes in pre-construction, vacation homes and investment rental properties - he also owns multiple rental properties here in Los Cabos. Fletcher enjoys the outdoors where you can find him mountain biking, fishing or golfing when he isn’t doing real estate.

     

     

     

    Fletcher Wheaton Links:
    Website: https://cabokey.com/

    YouTube: https://www.youtube.com/channel/UCtgoukcsVZ9pOUBnOWsC5Vg

     

     

    Connect with Mo Bina on…

    Website: https://www.high-risecapital.com/

    YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured

    Instagram: https://www.instagram.com/highrisecapital/

    Medium: https://mobina.medium.com/
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    44 分