The Alternative Investing Advantage

This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Kimberly Flynn, president of XA Investments, to explore the democratization of alternative assets and the rapid growth of the private credit market.Kimberly shares her journey into private credit, the rise of interval funds, and the potential for private equity in retirement accounts. Learn how alternative assets are reshaping investor opportunities, the challenges of operating interval funds, and why this sector is gaining so much momentum.Subscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠.Learn more about our guest, Kimberly Flynn: https://www.linkedin.com/in/kimberlyannflynn/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ https://podcasters.spotify.com/pod/show/advanta-irahttps://www.linkedin.com/company/Advanta-IRA/https://twitter.com/AdvantaIRA https://www.facebook.com/AdvantaIRA/ https://www.instagram.com/AdvantaIRA/The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

On this episode of Alternative Investing Advantage, host Alex Perny talks with Christopher Lento, founder of EM Capital, about the role of preferred equity in commercial real estate. Chris shares his journey from aerospace engineering to real estate, why pref relationships matter, how to strengthen investor credibility, and strategies for improving bottom lines through leasing tools and property management analysis.Subscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠.Learn more about our guest, Chris Lento:https://www.linkedin.com/in/christopherlentoLearn more about Advanta IRA: https://www.AdvantaIRA.com/ https://podcasters.spotify.com/pod/show/advanta-irahttps://www.linkedin.com/company/Advanta-IRA/https://twitter.com/AdvantaIRA https://www.facebook.com/AdvantaIRA/ https://www.instagram.com/AdvantaIRA/The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

In this episode of the AIA podcast, host Alex Perny welcomes Scott Maurer of Advanta IRA for a discussion on how the new alternative asset and 401(k) executive order impacts your retirement planning.Subscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠.Learn more about Advanta IRA: https://www.AdvantaIRA.com/ https://podcasters.spotify.com/pod/show/advanta-irahttps://www.linkedin.com/company/Advanta-IRA/https://twitter.com/AdvantaIRA https://www.facebook.com/AdvantaIRA/ https://www.instagram.com/AdvantaIRA/The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Peter Roisman to discuss the commercial real estate market. Peter, the CEO of REV, shares his background as a lawyer, and how he came to commercial real estate.In this episode, Peter mentions the importance of having a strong leasing team in real estate. They highlight the need for proper phone follow-up, understanding the psychology of leasing, and training employees to be ready on the leasing floor. He also emphasizes the importance of proper human interaction. Peter notes that phone etiquette and knowing the benefits of promoting and selling properties are crucial in this market. Additionally, Peter touches on third-party management and performance metrics in the commercial real estate market.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com.⁠⁠⁠⁠⁠⁠⁠⁠Learn more about our guest, Peter Roisman:https://www.linkedin.com/in/peterroisman/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice, nor do we endorse any products, investments, or companies that provide such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Casey Gregersen to discuss the intertwining of real estate, oil and gas, and energy production. Casey, the CEO of Gregersen Properties, shares his background in petroleum engineering and how he came to alternative investing.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com.⁠⁠⁠⁠⁠⁠⁠⁠Learn more about our guest, Casey Gregersen:https://www.linkedin.com/in/caseygregersen/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice, nor do we endorse any products, investments, or companies that provide such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Dave Wolcott to discuss portfolio diversification, private credit, oil and gas, and other investment opportunities. Dave, the CEO and founder of Pantheon Investments, shares his background and how he created his own company to help other LP investors access great deals.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com.⁠⁠⁠⁠⁠⁠⁠⁠Learn more about our guest, Dave Wolcott:https://www.linkedin.com/in/dave-wolcott-863306/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice, nor do we endorse any products, investments, or companies that provide such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Abraham Gray, to discuss creative financing as an alternative aspect of real estate investment. Abraham, an expert in private financing, shares his background and how he came to buy properties and later lend money to people buying properties for fix-and-flips.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com.⁠⁠⁠⁠⁠⁠⁠⁠Learn more about our guest, Abraham Gray:https://www.linkedin.com/in/abraham-gray-8776a925/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice, nor do we endorse any products, investments, or companies that provide such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Joshua Brooks, to discuss the growing importance of digital currencies and their integration into portfolios. Brooks, an Army Reserve Chaplain and certified financial planner, shares his background and how he came to found Exponential Advisors in mid-2024.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com.⁠⁠⁠⁠⁠⁠⁠⁠Learn more about our guest, Joshua Brooks:https://www.linkedin.com/in/joshuabrooks1/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice, nor do we endorse any products, investments, or companies that provide such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Beau Turner, to discuss Bitcoin mining, a topic that often gets traction in the media but is often overlooked from an investment standpoint. They go over the process of extracting and converting Bitcoin's value into a form of cash flow. Turner, a cryptocurrency expert, shares his background in the space and how he came to be in his current position.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com.⁠⁠⁠⁠⁠⁠⁠⁠Learn more about our guest, Beau Turner:https://www.linkedin.com/in/beau-turner-445732251/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice, nor do we endorse any products, investments, or companies that provide such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Ian Reynolds, to discuss the current economic unrest and uncertainty in Eastern Europe, the Middle East, and the U.S., particularly in relation to foreign exchange rates, inflation, central bank policy, bonds, and digital assets. He goes over the emergence of digital assets. This includes the rise of Bitcoin and the impact of monetary policy after the Global Financial Crisis. Ian also uncovers his experience trading in the foreign exchange market and investing in tech startups.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com.⁠⁠⁠⁠⁠⁠⁠⁠Learn more about our guest, Ian Reynolds:https://www.linkedin.com/in/ian-reynolds-fx-cap-mkts-btc/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice, nor do we endorse any products, investments, or companies that provide such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment

This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Jack Corrigan, to discuss the challenges of buying real estate and financing it. He goes over the gig economy, which has led to an increase in people working in service industries. Which, in turn, may not fit into traditional mortgage loan origination profiles. Corrigan mentions his background in investment sales and his current role as an Associate of The Lucky Group.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com.⁠⁠⁠⁠⁠⁠⁠⁠Learn more about our guest, Jack Corrigan:https://www.linkedin.com/in/jack-corrigan1/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice, nor do we endorse any products, investments, or companies that provide such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment

This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Russ Morgan, to discuss the importance of people and strategy in investing and financial decisions. Russ shares his experiences with Wall Street and the key components influencing his focus on appreciation, cash flow, diversification, and underserved markets. He explains that while he was taught accumulation to manage money, he realized that personal accounts were down, and it wasn't accumulation that he was after.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com.⁠⁠⁠⁠⁠⁠⁠⁠Learn more about our guest, Russ Morgan:https://www.linkedin.com/in/russ-morgan-72595519/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice, nor do we endorse any products, investments, or companies that provide such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Whitney Elkins-Hutten, Director of Investor Education with PassiveInvesting.com, to discuss the car wash investing spectrum. Whitney shares her background and how she came to help passive investors understand different aspects of the passive investing arena. She focuses on investing in cash-flowing businesses like car washes. Whitney mentions her transition to the private equity side of the real estate arena after acquiring a 52-unit apartment building and needed to partner with others to get deals done.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com.⁠⁠⁠⁠⁠⁠⁠⁠Learn more about our guest, Whitney Elkins-Hutten:https://www.linkedin.com/in/whitneyelkinshutten/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice, nor do we endorse any products, investments, or companies that provide such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Nancy Mullally, CEO of Alamo Capital, to discuss various topics related to investing in the bond market. Nancy initially gravitated towards bonds due to the broad spectrum of options, commodities, and mutual funds in the financial sector. She found the debt markets to be more people-centric and relationship-dominated, allowing her to see how the process went from start to finish. Nancy shares her experiences working at Merrill Lynch, Payne Weber, Dean Witter, Bank of America, UBS, and Morgan Stanley, where she learned from the best of the best.Subscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com.⁠⁠⁠⁠⁠⁠⁠⁠Learn more about our guest, Nancy Mullally:https://www.linkedin.com/in/nancy-mullally-6120712/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice, nor do we endorse any products, investments, or companies that provide such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Gary Sinderbrand, Founder of BetterPath Training, to discuss the importance of understanding artificial intelligence (AI) and its tools in financial planning and investments. Throughout his professional career, Gary discovered that AI tools can help individuals with various financial tasks. However, it can also be challenging to determine how to use AI effectively due to its complexity and potential inaccuracies. He shares his experience and recommendations for implementing the power of AI in finance.Subscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com.⁠⁠⁠⁠⁠⁠⁠⁠Learn more about our guest, Michael Kearse:https://www.linkedin.com/in/gsinderbrand/Learn more about Advanta IRA: https://www.AdvantaIRA.com/ The Alternative Investing Advantage is brought to you by Advanta IRA.Advanta IRA does not offer investment, tax, or legal advice, nor do we endorse any products, investments, or companies that provide such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.