Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the world utilize to grow their net worth. We do this by providing insight & access to successful fund managers & investors across multiple asset classes.

I am your host, Pascal Wagner, and today I am interviewing Matt Faircloth, Owner of The DeRosa Group and we're diving into:

• Why everyone is looking like a genius but why it won't last long 
• Why Matt focuses on cashflow over equity growth in funds
• And why Matt only focuses on working with experienced operators

With that said, let’s get to it!

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Links from this episode:

• If you're looking for highly vetted opportunities to invest in, get access to our deal database of alternative investments & join our investor club at www.getfundbase.com.
• Watch the show on YouTube here: https://youtu.be/ytHci0Y5vdI

Links from our Guest

• https://www.linkedin.com/in/mdfaircloth/
• https://www.instagram.com/themattfaircloth/
• https://derosagroup.com/

  
  Time Stamps:
  00:00 - Intro
  00:43 - Matt's background
  02:13 - From being an employee to becoming a business owner and investor
  03:25 - The benefits of investing in people
  07:00 - How LPs typically win before the GP does
  09:45 - Aligning business partners and to set goals and strategies together
  11:12 - Types of investments that Matt makes
  19:23 - Matt's first fund
  21:50 - Matt's learnings and mistakes
  22:58 - Matt's preference on monthly payments
  27:04 - How some investments go awry
  32:40 - Matt's process
  35:44 - Matt explains that value-add properties are bought with the intention of improving them and raising their value.
  38:23 - Keeping the investors happy
  40:04 - Outro

Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the world utilize to grow their net worth. We do this by providing insight & access to successful fund managers & investors across multiple asset classes.

We are your hosts, Pascal Wagner & Mike Klein, and today we are interviewing Natty Zola, Manager Partner @ Matchstick Ventures and we're diving into:

- What makes Venture Capital an interesting investment to consider in your portfolio
- What all is involved investing in Venture Capital
- Matchstick Ventures strategy for early stage startup investing

With that said, let’s get to it!

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Links from this episode:

- If you're looking for highly vetted opportunities to invest in, get access to our deal database of alternative investments & join our investor club at www.getfundbase.com.
- Watch the show on YouTube here: https://youtu.be/OUwZ9vq8gU4

Links from our Guest

- https://twitter.com/NattyZ
- https://www.linkedin.com/in/nattyzola/
- https://www.instagram.com/nattyz/
- http://matchstick.vc/

Time Stamps:
00:00 - Intro
00:19 - Natty Zola's background
01:13 - Discussion on different types of funds
02:00 - Discussion on venture capital as a top-performing asset class in the last 15 years
02:45 - Two main types of investors in venture capital
05:11 - The importance of investing in people over products.
08:00 - The importance of understanding the founders' vision and passion for the business.
11:30 - Taking risks is necessary to succeed in venture capital.
12:45 - The different stages of venture capital
15:15 - How the most successful companies have a strong product-market fit.
19:15 - The importance of having a diverse portfolio of investments.
21:00 -The questions LPs should ask venture funds when assessing them.
21:28 - The three circles of Jim Collins' hedgehog concept
23:00 - The difference between private equity and venture capital.
26:30 - The different types of venture capital fund
30:15 - The challenge of assessing startups in their earliest stages
33:09 - The questions asked during meetings with entrepreneurs are designed to assess the viability of the startup 
41:44 - What Matchstick Ventures focuses on
51:44 - the importance of building trust with entrepreneurs and how it takes time to build a relationship with a founder.
56:45 - The best practices he has seen in the market.
01:10:45 - The illiquidity in venture capital and its effects on investors
01:13:00 - How venture capital allows for vintage diversity,
01:14:00 - The correction in the venture capital ecosystem and how it is now a much healthier ecosystem.
01:14:38 - Outro

Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the world utilize to grow their net worth. We do this by providing insight & access to successful fund managers & investors across multiple asset classes.

I’m your host, Pascal Wagner, and today we are interviewing Matt King, CEO of GoBundance and diving into:

• What drove Matt to start investing in alternative asset funds
• How he evaluates LP opportunities
• And how he invests today

With that said, let’s get to it!

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Links from this episode:

• If you're looking for highly vetted opportunities to invest in, get access to our deal database of alternative investments & join our investor club at www.getfundbase.com.
• Watch the show on YouTube here: https://youtu.be/8hLcEc9JrIc

Links from our Guest

• https://www.linkedin.com/in/kingmatthewr/
• https://www.instagram.com/matthewk1ng/
• https://www.gobundance.com/

  Time Stamps:
  00:00 - Intro
  00:20 - The importance of educating LPs 
  00:50 - Matt's background
  02:40 - How Matt started in investing
  04:01 - Matt's first fund
  08:50 - Matt's investing strategies
  12:30 - Matt's personal investment approach
  17:15 - How Matt picks an asset class
  20:45 - Why Matt chose funds over other options
  22:45 - Matt's due diligence process
  28:20 - Matt's favorite investments
  30:40 - Outro

Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the world utilize to grow their net worth. We do this by providing insight & access to successful fund managers & investors across multiple asset classes.

We are your hosts, Pascal Wagner & Mike Klein, and today we are interviewing Ben Lapidus, CFO of The Spartan Investment Group and we're diving into:

• What makes Self Storage an interesting investment to consider in your portfolio
• How some of the best funds operate
• And why you should consider Spartan Investment Group as a fund to invest in

With that said, let’s get to it!

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Links from this episode:

• If you're looking for highly vetted opportunities to invest in, get access to our deal database of alternative investments & join our investor club at www.getfundbase.com.
• Watch the show on YouTube here: https://www.youtube.com/watch?v=e8oTTvNff6w

Links from our Guest

• https://twitter.com/BenLapidus
• https://www.linkedin.com/in/blapidus/
• https://www.instagram.com/benlapidus/
• https://spartan-investors.com/

  
  Time Stamps:
  00:00 - Intro
  00:21 - What's self-storage? and success stories in the industry.
  01:00 - Ben explains the concept of cap rates and how they are used in real estate investment.
  02:00 -  Ben discusses the potential for a home run experience in self-storage investments
  03:00 - Ben explains that while real estate investments are low risk, they also have lower returns compared to venture capital investments. 
  05:00 - Why real estate is a potentially strong investment because of future supply and demand?
  06:00 - Why self-storage is a fundamentally strong asset class?
  12:00 - The challenges of self-storage
  14:18 - How Ben got into self-storage
  16:00 - The importance of investing in self-storage facilities
  17:00 - The difference between primary, secondary, and tertiary markets in the context of self-storage facilities.
  19:41 - How Ben became an expert 
  20:35 - Ben's typical day
  22:41 - How many deals per day and the margin
  27:57 - The collateral of self-storage
  32:13 - Ben's strategies
  32:21 - Ben's due diligence process and best questions
  41:38 - What's full cycle and what can get sideways?
  43:00 - The importance on having a game plan
  49:46 - Ben discusses Spartan Investment Group's three funds: a private debt fund, an income fund, and a growth fund
  51:45 - Outro

Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the world utilize to grow their net worth. We do this by providing insight & access to successful fund managers & investors across multiple asset classes.

I’m your host, Pascal Wagner, and today we are interviewing Kimberly Smith, Chief Capital Formation Officer at Techstars, and we'll diving into:

- How she got exposure to her first fund
- The different asset classes Kimberly has invested in
- And what her process is for evaluating fund managers

With that said, let’s get to it!

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Links from this episode:

• If you're looking for highly vetted opportunities to invest in, get access to our deal database of alternative investments & join our investor club at www.getfundbase.com.
• Watch the show on YouTube here: https://youtu.be/6D6e20REN1M

Links from our Guest

• https://twitter.com/kimsmitspacek
• https://www.linkedin.com/in/kimberly-smith-nyc/
• https://www.instagram.com/kimmiecupcake01/

  
  Time Stamps:
  00:00 - Introduction
  00:45 - Kimberly's background
  02:43 - How Kimberly's passion for investing began
  05:25 - Active vs. passive investment and management
  08:46 - The importance of having a mix of passive and active investments in a portfolio
  11:43 - The importance of financial literacy
  13:44 - Kimberly's first experience investing in a substantial fund
  24:30 - Kimberly talks about how her co-founder taught her about web 3 and inspired her to write articles about it. 
  25:59 - What type of assets Kimberly invested in
  29:15 - Kimberly talks about a fund called Savory Funds
  33:17 - Kimberly discusses how her investment decisions are largely relationship-driven
  37:06 - Kimberly's biggest shift
  39:20 - Outro