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Key Questions to Ask Before Investing in a Fund with Alina Trigub
Are you investing in the right type of fund to match your financial goals and risk tolerance?
In this episode, Angel and Alina Trigub dive deep into the world of various investment funds. From income funds perfect for retirees seeking steady payouts to growth funds for those willing to wait for significant returns, and hybrid funds offering a mix of both, the episode unpacks the intricacies of each type. The guest expert from TF Management Group elaborates on fund strategies, risk mitigation, and diversification, providing listeners with a comprehensive understanding of how to make informed investment decisions.
[00:01 - 04:38] Understanding Income Funds
- Introduction to income funds and their suitability for different investor profiles
- Key benefits of income funds, such as generating passive income
- Importance of dividend schedules and payout frequencies
[04:39 - 08:29] Growth Funds Explained
- Overview of growth funds and their long-term benefits
- Typical value-add projects and their impact on investment returns
- Depreciation strategies and their tax implications for investors
[08:30 - 13:25] Income and Growth Funds
- Combining income and growth elements in a single fund
- How fund managers balance the income and growth components
- Example of the Opportunity Fund's structure and benefits
[13:26 - 17:05] Questions Investors Should Ask
- Important questions to consider before investing in any fund
- Understanding the fund manager's strategy and track record
- Evaluating the safety and potential risks of investments
[17:06 - 22:00] Risk Mitigation and Diversification
- Strategies for managing and mitigating investment risks
- Diversification across asset classes, locations, and investment strategies
- Importance of underwriting criteria and downside protection
Key Quotes:
"Diversification and risk mitigation are key to a stable investment strategy." - Alina Trigub
"Income funds are perfect for those needing passive income from day one." - Alina Trigub
Connect with Alina:
LinkedIn: https://www.linkedin.com/in/alinatrigub/
Calendar: https://calendly.com/callwithalina/15min-discovery-call
Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!
LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.
Are you confused about where to start? Join our community and learn more about real estate investing.
Head over to our Facebook Page, YouTube channel, or website
https://www.theacademypresents.com/jointhesummit36848306.
View all episodes
By Angel WilliamsAre you investing in the right type of fund to match your financial goals and risk tolerance?
In this episode, Angel and Alina Trigub dive deep into the world of various investment funds. From income funds perfect for retirees seeking steady payouts to growth funds for those willing to wait for significant returns, and hybrid funds offering a mix of both, the episode unpacks the intricacies of each type. The guest expert from TF Management Group elaborates on fund strategies, risk mitigation, and diversification, providing listeners with a comprehensive understanding of how to make informed investment decisions.
[00:01 - 04:38] Understanding Income Funds
- Introduction to income funds and their suitability for different investor profiles
- Key benefits of income funds, such as generating passive income
- Importance of dividend schedules and payout frequencies
[04:39 - 08:29] Growth Funds Explained
- Overview of growth funds and their long-term benefits
- Typical value-add projects and their impact on investment returns
- Depreciation strategies and their tax implications for investors
[08:30 - 13:25] Income and Growth Funds
- Combining income and growth elements in a single fund
- How fund managers balance the income and growth components
- Example of the Opportunity Fund's structure and benefits
[13:26 - 17:05] Questions Investors Should Ask
- Important questions to consider before investing in any fund
- Understanding the fund manager's strategy and track record
- Evaluating the safety and potential risks of investments
[17:06 - 22:00] Risk Mitigation and Diversification
- Strategies for managing and mitigating investment risks
- Diversification across asset classes, locations, and investment strategies
- Importance of underwriting criteria and downside protection
Key Quotes:
"Diversification and risk mitigation are key to a stable investment strategy." - Alina Trigub
"Income funds are perfect for those needing passive income from day one." - Alina Trigub
Connect with Alina:
LinkedIn: https://www.linkedin.com/in/alinatrigub/
Calendar: https://calendly.com/callwithalina/15min-discovery-call
Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!
LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.
Are you confused about where to start? Join our community and learn more about real estate investing.
Head over to our Facebook Page, YouTube channel, or website
https://www.theacademypresents.com/jointhesummit36848306.