Episode 20: Triple Net Lease Properties: What they Are and How They’re Advantageous to Long-Term Investors
How many Starbucks or 7-Elevens or Walgreen’s do you pass in a day or in a week? Did you ever give any thought to how many locations each of those companies actually owns? The numbers may surprise you, but even more surprising are the advantages for those who invest in the REIT’s that include the properties leased by these and other top-of-mind consumer brands…which begs the question, what is a REIT? Vince’s guest is another highly experienced veteran of the commercial real estate industry who will share his knowledge of Triple Net Lease REIT’s and why they are so attractive to qualified investors who are looking to further diversify and protect their portfolios with alternative investments.
Episode 19: The Diversified, Long-term Strategy That Allowed a Teenager to Become a Successful Commercial Real Estate Investor
Rinse and repeat are merely words. The truth is It takes a long time to do something really well, and on this edition of “Your Money Manual,” Vince Annable welcomes a gentleman who began his real estate investing career when he founded his company as a teenager in 1966. Well over 50 years later, Francis Greenburger, CEO of Time Equities, Inc., maintains his long-term strategy to successful investing with a diversified portfolio of commercial properties in the U.S., Canada and abroad. Listen as he shares some his philosophy and valuable insight. Trust us, it’s 14+ minutes of time well-spent!
You rent a storage unit, fill it with stuff, and walk away. Right? Many of us have done that. But believe it or not, investing in self-storage is gaining in popularity among discerning investors looking for a stable opportunity to further diversify their portfolio. So, what makes self-storage such a stable investment, and what are some of the advantages of self-storage over other more traditional forms of commercial real estate? William "Bill" Leitner III, Managing Partner of LeitBox Portfolio Partners has the answers to those and other questions as he joins Vince on Show #18 of Your Money Manual!
While pensions and defined benefit plans are no longer as prevalent as they used to be, it’s possible to generate regular income after you retire much like those pensions did for our parents and grandparents years ago. The process of doing so is contingent on a retirement account you may already have and the use of the right annuities. On this edition of Your Money Manual, Vince will help to clear the air about annuities and summarize how the process of creating lifetime pension-like income works without an actual pension.
On this edition of "Your Money Manual with Vince Annable," we take a look ahead at the equities markets for the balance of 2019 and how alternatives may play a significant role in helping investors during the volatile times they may face along the way. To discuss all of this, Vince welcomes Andrew Tang, Executive Vice President and Chief Investment Strategist at Claraphi Advisory Network.
As an investor, you likely already invest in public equities—or stocks—either directly or through mutual funds in your retirement account. Private equity, on the other hand, may not occupy a place in your portfolio. Today on “Your Money Manual” show number 15, Vince Annable speaks with Matt Leiter, Sr. Vice President of Equity Markets at GK Development about the important differences between public and private equity and debt. Vince and his guest will also discuss why private equity and debt could become increasing more attractive to investors in light of current and future economic conditions.
As online shopping continues to grow, investors can take heart that brick-and-mortar retail remains alive and well, particularly where “necessity retail” is concerned. Those are your neighborhood shopping centers where you’ll find your grocery store, hair salon, pet supply, stationery store, dry cleaner and donut shop, among other merchants. On this edition of “Your Money Manual,” Vince and his guest, Jake Bisenius, President and Managing Principal at AmCap will discuss the many attributes of retail real estate as an attractive alternative investment.
You may not give it much thought, but a lot of time and care go into the development of an investment portfolio, particularly a portfolio as unique as that of The Household Endowment Model®. So how is it different from other portfolios, and perhaps more importantly, what kind of research and due diligence are involved in order to create a platform that strives to provide investors with the same advantages that the major university endowments do for their ultra-rich investors? You’ll find out on this edition of the program when Vince visits with portfolio designer Vali Nasr, CEO of Claraphi Advisory Network.
If you’ve been listening to Your Money Manual, you’ve heard us discuss the opportunities that exist in long-term alternative investments that are not connected to the ups and downs of the equities markets. However, if you’re looking to add income, you’ll be interested to learn more about alternative income investments that also are not correlated to stocks. On this edition of YMM, Vince Annable and his guests will introduce you to private credit and why it may be something you’ll want to investigate more closely to meet your investment income requirements.
Whether you’re the owner of a new start-up operation or a long-established family business, the eventual successful sale or transition of your company will depend on how well-prepared your exit strategy is. On this edition of “Your Money Manual,” host Vince Annable welcomes Trent Erickson, Founding Partner of Legacy CPA’s, back to the program to begin a discussion of what the early stages of succession planning entail and why it’s never too soon for business owners to begin planning their exit.
About the show
"Your Money Manual with Vince Annable" is a program developed to share information about concepts and strategies used by high net worth individuals to preserve, protect and grow their assets through all market cycles. Vince Annable--the host--is the creator of The Household Endowment Model® and CEO of Wealth Strategies Advisory Group. Give us about 15 minutes--we truly hope you learn something! After all, as we like to say, "When it comes to investing, your money doesn't come with instructions."