Accredited Investor Edge

What really happens behind the scenes when sponsors raise capital?
Lauren Brychell, founder of Equity Elevated Consulting, has raised over $75M and now helps general partners communicate better with investors. In this episode, she explains what investors should pay attention to — from communication patterns and transparent fee structures to red flags like outsized returns and “deals for fees.”

We also talk about trends in alternatives — small business acquisitions, build-to-rent, oil & gas, and even marinas — and how to vet operators as these niches grow.
If you’re an accredited investor new to alternatives, this episode helps you separate good marketing from good management.

Subscribe and download the free guide at ⁠⁠https://bit.ly/4o5xFGU

• Guest: Lauren Brychell, Equity Elevated Consulting

• Guest Contact: Equity Elevated Consulting | [email protected] | LinkedIn: @‌LaurenBrychell

Private investing rewards discipline—but only if investors know what to look for. In this episode, Jared talks with Kristine Cranley about underwriting, risk, and why patience is often the most underrated investment strategy.

Kristine shares lessons from multiple market cycles, explains how weak assumptions show up when markets shift, and offers a grounded framework for evaluating private deals without chasing trends. We also discuss why communication, transparency, and alignment matter as much as returns for long-term investors.

This episode is especially useful for accredited investors who want to build confidence in their decision-making and avoid avoidable mistakes in alternative investments.

Subscribe and download the free guide at ⁠https://bit.ly/4o5xFGU

Connect with Kristine Cranley

LinkedIn: linkedin.com/in/kristinecranley/

Website: [email protected]

What happens when you take a cash-flow-first mindset from single-family to multifamily—and then into neighborhood retail? Brian Ferguson (Furgmar Capital) walks through two decades of cycles: why SFR stopped penciling, how he approached multifamily, and why retail centers with the right tenant mix can produce durable income if you plan for TI dollars, leasing commissions, and lease conversions to triple-net.

We also talk about today’s 12–24 month opportunity set in multifamily distress, equity wipeouts that surprised LPs, and the underwriting changes Brian made to protect investors—like aiming for double-digit stabilized cash flow and avoiding floating-rate traps.

Subscribe and download the free guide at ⁠https://bit.ly/4o5xFGU

📞 Connect with Brian Ferguson:
📧 Email: [email protected]
🔗 LinkedIn: www.linkedin.com/in/brian-ferguson-05b4328a/
🌐 Website: Real Estate Solutions in Victoria, TX | Fergmar

Most investors stay in their lane — stocks, multifamily, maybe a little private credit. But in this episode, Jared sits down with Chihiro Kurokawa to explore two categories most people never think about: freestanding emergency rooms and franchise auto dealerships.

Chihiro shares how he went from corporate analytics to syndicating nearly 600 multifamily units, and why he ultimately transitioned into private equity at ZT Corporate. He explains the business mechanics behind ER clinics, what drives dealership profitability, and why leverage creates more volatility than people realize.

This episode is especially useful for accredited investors who want to understand operationally complex businesses — and how to evaluate opportunities outside the usual real-estate-heavy path.

Guest Contact: Instagram @‌CGKurokawa | LinkedIn.com/in/chihirokurokawa

Subscribe and download the free guide at https://bit.ly/4o5xFGU

Can you really reduce your taxes without owning a business?
Adam Penn, founder of Bidwell Capital, explains how high-income earners can legally and effectively cut their tax bills using real estate and oil & gas investments.

We talk about the short-term rental tax rules, oil and gas deductions, and red flags to avoid in private placement deals.
Adam also shares his path from software engineer to fund manager, and how everyday investors can follow the same playbook.

Guest: Adam Penn, Founder of Bidwell Capital
Guest Contact: linkedin.com/in/adamjpenn | [email protected] | bidwellcapitalfund.com

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Most “passive” investors don’t need more hype—they need a checklist and a stance. In this conversation, Shawn Griffith (Craft Capital Investments) lays out how to think like a limited partner who actually protects their capital. We cover the fee ranges that make sense (and when they don’t), how to use a PPM without getting overwhelmed, what questions to ask a GP about debt and downside, and simple portfolio rules of thumb (e.g., cap your exposure per deal and per sponsor). Shawn also shares how his team approaches heavy value-add in DFW, why broker relationships matter for certainty of close, and the debt moves that helped keep distributions flowing while others paused.

• Guests: Shawn Griffith
• Guest Contact: craftcapitalinvestments.com | [email protected] | linkedin.com/in/shawn-griffith

• Subscribe and download the free guide at https://bit.ly/ChatGPTDD.

Marinas can look complicated—multiple business lines, seasonality, moving parts. New Haven Marinas argues that’s the opportunity. Dallas Hayden (ex-Bear Stearns, PE) and Josh Conley (Amazon, oil & gas) walk through buying mom-and-pop marinas in destination lakes with full occupancy, waitlists, and limited new supply. We get into buying at wider cap rates than apartments, adding slips to meet demand, cleaning up operations, and underwriting the mix of long-term slip revenue vs. short-term (fuel, ship store, rentals). We also talk diligence questions for LPs and the real risks to watch.

• Guests: Dallas Hayden and Josh Conley

• Guest Contact: newhavenmarinas.com | [email protected]

How do you vet a sponsor when everyone’s marketing looks the same? Pat Zingarella, CEO of Invest Clearly, explains how verified LP reviews and public GP responses can help investors see what really happens between acquisition and exit. We talk about why communication is the most common complaint, how Invest Clearly verifies reviewers and adds just enough friction to filter noise, and how GPs benefit without controlling reviews.

We also get practical on due diligence: build an LP network, separate deal vs. operator, align risk with operator experience, and maintain enough deal flow to avoid forcing a mediocre “yes.”

• Guest: Pat Zingarella, CEO, Invest Clearly

• Guest Contact: investclearly.com | [email protected] | linkedin.com/in/pasqualezingarella

• CTA: Subscribe and download the free guide at https://bit.ly/ChatGPTDD.

What’s it really like to invest in multifamily right now? In this episode, I sit down with Dustin Miles, co-founder of Momentum Multifamily, to talk through the lessons he’s learned after more than a decade in the business. Dustin shares how he started as a passive investor, what it was like to buy deals with huge spreads between debt and cap rates, and how the recent market shift has forced operators to adapt.

We dig into the dangers of floating-rate bridge loans, the rising cost of insurance and taxes, and why tax abatements are becoming a lifeline for some properties. For accredited investors newer to alternatives, Dustin explains what questions to ask when reviewing a sponsor’s track record and why communication is just as important as returns.

Learn about the Passive Investor Event Here: https://bit.ly/passiveinvestorevent

🎯 Free Guide for Accredited InvestorsDownload the “How to Use ChatGPT for Investment Due Diligence” guide here:👉 bit.ly/ChatGPTDD

Guest: Dustin Miles - Co-Founder Momentum Multifamily

LinkedIn: linkedin.com/in/dustin-miles/

Email: [email protected]

Website: momentummultifamily.com/

Ever wondered what a former IRS auditor thinks about your tax strategy? In this episode, I sit down with Gabe Hogan, a tax attorney who spent years inside the IRS before moving to the private side. Gabe shares hard earned insights on where most high earners miss opportunities and how to legally cut your tax bill without crossing the line.

We cover everything from the Augusta Rule and paying your kids to advanced plays like oil and gas and short-term rentals. Gabe also opens up about the inefficiencies inside the IRS, what really triggers an audit, and why good planning beats last-minute write-offs every time.

If you’re a doctor, attorney, or business owner tired of paying more than your fair share, you’ll walk away with practical strategies and a new way to think about taxes.

Learn about the Passive Investor Event Here: https://bit.ly/passiveinvestorevent

🎯 Free Guide for Accredited InvestorsDownload the “How to Use ChatGPT for Investment Due Diligence” guide here:👉 bit.ly/ChatGPTDD

Guest: Gabe Hogan, Tax Attorney & Former IRS Auditor

LinkedIn: linkedin.com/in/gabehogan/

Email: [email protected]

Website: palmettostax.com