Accredited Investor Edge

Dave Kotter explains how he combines the security of debt with the upside of equity in his hybrid loan strategy. By securing a first-position lien, he ensures strong downside protection. By adding equity participation, he captures growth potential.

We cover how he chooses deals, vets operators, and negotiates terms that work for both sides. If you’ve been looking for an investment approach that delivers predictable income without capping your upside, Dave’s model is worth understanding.

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

Connect with Dave KotterLinkedIn: linkedin.com/in/dave-kotter/Email: [email protected]: hybriddebtfund.com

Steve Blackwell isn’t just raising capital—he’s building communities of passive investors who want better access, better deals, and better alignment. In this episode, we talk through how he evaluates operators, the red flags investors should look out for, and how he structures investments to protect downside while leaving room for upside.

We also cover tax strategies in oil and gas, the difference between exploratory drilling and proven production, and how Steve approaches risk when reviewing offerings. If you're curious about how seasoned investors do due diligence—and how capital raisers earn trust the right way—this is one of those episodes you’ll want to revisit.

Plus, we talk about the Passive Investor Event (PIE) , and why it’s one of the few conferences that actually delivers value to limited partners.

🔗 Connect with Steve:
• invitoep.com
• linkedin.com/in/steveblackwell
• passiveinvestorevent.com

🎁 Get the free guide: “How to Use ChatGPT for Investment Due Diligence” at accreditedinvestoredge.com/chatgpt

Zane Schartz has built a 500+ unit real estate portfolio—and he did it without chasing flashy returns or taking wild risks. In this episode, we dig into how Zane approaches investor relations, evaluates sponsors, and chooses solid, long-term deals over hype.

We also get real about the friction that exists between GPs and LPs, how to avoid getting burned in private placements, and why Zane believes in “relationship-first capital raising.” If you’re an accredited investor, this episode is packed with insights on how to protect your capital and partner with people who know what they’re doing.

Zane also shares his personal investing filters and what he looks for when deciding whether to bring a deal to his network.

Come to PIE: passiveinvestorevent.com

🔗 Connect with Zane:
• freedomcre.net
• [email protected]
• linkedin.com/in/zaneschartz

🎁 Get the free guide: “How to Use ChatGPT for Investment Due Diligence” at accreditedinvestoredge.com/chatgpt

What happens when a high-income CPA sells his firm and goes deep into alternative investments? Keith Blackborg did just that, and in this episode, he joins Jared to unpack the strategies that helped him reach financial freedom by age 33.

You’ll hear how Keith helps other high-net-worth investors navigate the maze of private placements, passive income, and tax planning. The conversation covers the mindset shift it takes to leave the W-2 world, the pros and cons of different investment types, and the exact filters Keith uses to vet sponsors and deals.

If you’re an accredited investor or a high earner new to alternatives, this episode will give you practical frameworks and real-world stories that make the space feel a whole lot less intimidating.

Check out the Passive Investor Event HERE

Get Tickets HERE

👉 Download the free guide: “How to Use ChatGPT for Investment Due Diligence” at: accreditedinvestoredge.com/chatgpt

Ways to get in contact with Keith:

Find Keith on LinkedIn

Talk to Keith about Discounted Rollovers

Welcome to Accredited Investor Edge — the show that cuts through the noise. If you’re a high-income earner or accredited investor looking for smarter ways to grow your wealth without the sales pitches, this is the podcast for you.

I’m Jared Benson, real estate broker, fund manager, and investor, and I launched this show to help you make better investment decisions by pulling back the curtain on how top investors actually think. You'll hear from experienced fund managers, deal sponsors, and GPs about real estate, oil & gas, land development, private credit, niche funds, and more.

But this isn’t a pitch-fest. It’s real talk, long-form interviews, and real insights to help you avoid costly mistakes and build your own edge.

🎧 Subscribe now — and if you want early access to the best opportunities I come across, visit AccreditedInvestorEdge.com/chatgpt and grab my free guide: How to Use ChatGPT for Investment Due Diligence.

If you are new to investing and want a crash course, the Passive Investor Event in Dallas is the best place to be. See more details here: passiveinvestorevent.com