Videos & Podcasts

In Focus: John Paul Ruiz on SDIRA and its role in diversification

In the final video of this three-part segment, John Paul Ruiz, director of professional development at The Entrust Group, discusses what an SDIRA is, how it works, how to get started and more. (12/2017)

Focus on Alternatives: Joshua Ungerecht on 1031 exchange investing in the current market cycle

Keith Lampi, ADISA’s president-elect and president of Inland Private Capital Corp., sits down with Joshua Ungerecht, managing member of ExchangeRight, to discuss the importance of present macroeconomic trends and market cycles when considering 1031 exchange investments. (12/2017)

Inside the Edition: Jeff Rosenthal, CEO, Triad Advisors

This is an edited version of a cover profile interview conducted by Real Assets Adviser editor Mike Consol with Jeff Rosenthal, CEO of Triad Advisors. Rosenthal's profile appears in the January 2018 edition of Real Assets Adviser. (12/2017)

In Focus: John Paul Ruiz what questions clients have for RIAs

In the second part of this three-part segment, John Paul Ruiz, director of professional development at The Entrust Group, discusses prepping for another market crash, the mortality rate and baby boomers, legacy planning and more. (12/2017)

Focus on Alternatives: Tom Neja on E&O insurance for alternative investments

Tom Neja, vice president at Integro Insurance Brokers, discusses the specifics of errors and omission insurance for alternative investments, including tips and tricks for RIAs and broker-dealers to maximize coverage, what’s covered in E&O policies, why they should be carried, and more. (12/2017)

Shop Talk: The future and economics of parking properties

What is the future of parking structures? What about their economics and investment opportunities? What are some of the new technologies being brought to the process? Are autonomous vehicles a threat to the economic future of parking? And should we be parking our cars front-end first or tailpipe first? Dan Huberty, president of MVP REIT, also known as TheParkingREIT, is our guest. (12/2017)

In Focus: John Paul Ruiz on the state of the retiring population

In the first part of this three-part segment, John Paul Ruiz, director of professional development at The Entrust Group, discusses the growing population of people retiring, assets moving from employer plans to IRAs, how the appetite for IRA investments are changing and more. (12/2017)

Shop Talk: The investment opportunities in cannabis

“The valuations in the cannabis space are simply the best I have ever seen,” says former BlackRock executive Chris Leavy, who came out of an early retirement to take an executive position with MedMen, a marijuana investment house and retailer. With 64 percent of U.S. citizens favoring full legalization, and 94 percent favoring legalization of pot for medical use, the future of marijuana investing is burning brightly. Leavy joins the program to elaborate. (12/2017)

Focus on Alternatives: Kevin Gannon on non-traded REIT update

Kevin Gannon, managing director at Robert A. Stanger & Co., provides an update on the non-traded REIT industry, including new players entering the space, the challenges and opportunities of unsold inventory, long-term projections and more. (12/2017)

Focus on Alternatives: John Grady on an update on the DOL fiduciary rule

John Grady, president at ADISA and partner at DLA Piper, discusses the status of the DOL fiduciary rule, including individual state initiatives, uniform regulation, ADISA's advocacy efforts, how members can participate and more. (12/2017)

Shop Talk: The changing dynamics of global capital flows to U.S. real estate investments

What Middle East country was the number one investor in U.S. real estate for 2017? (The answer will surprise you.) What property type has supplanted office as the most popular among foreign investors? What changes are afoot in Japan that could change the size of its role? What are the chances that FIRPTA regulations could be rewritten or repealed to unleash even more foreign dollars? CBRE Group executive Chris Ludeman is our guest. (12/2017)

Shop Talk: Millennials make their move on the housing market

Zillow reports that millennials — those ages 18-34 — now account for 42 percent of today’s home buyers, which is more than other generations. Why is the housing market suddenly seeing an influx of millennial buyers? How do they differ from generations of previous homebuyers? Gregg Gerken, an executive with TD Bank, joins us to discuss this trends statistical and anecdotal features. (11/2017)

Focus on Alternatives: John Grady and Keith Lampi on alternative investments in the broader market

John Grady, president of ADISA and partner at DLA Piper, and Keith Lampi, president-elect of ADISA and president, director and COO at Inland Private Capital Corp., sit down with John Harrison, executive director and CEO of ADISA, to discuss an overview of alternative investments including where alternatives fit in the broader market, how ADISA continues to stay proactive with the problems that can arise with alternative investing and more. (11/2017)

Shop Talk: Venture investing in startup companies

Venture capital is among the many types of alternatives available to investors, but what does it take to build young companies in the high-risk realm of VC investing? What must venture investors offer startup companies besides money to make them successful? Is it best for a company to be first to market, or is there a “second-mover advantage?” Carter Williams, CEO of iSelect Fund, a venture investor that funds young companies involved in technology, agriculture, health care, pharmaceuticals, genomics and…

Shop Talk: Art and collectible investing among the ultra-wealthy

The 2017 art and finance report produced by Deloitte has estimated that $1.6 trillion in art and collectible wealth is held globally by the ultra-wealthy, and that number is forecast to grow to $2.6 trillion within a decade. To walk us through the findings of the 272-page report, we are joined by Phillip Ashley Klein, the man who spearheads Deloitte’s art and finance practice in the United States. (11/2017)