Purpose-Driven Wealth

Podcast: Purpose-Driven Wealth Episode: Episode 95 - Alternative Paths to Profit - Exploring Private Lending and Life Settlements

If you heard about someone who went through bankruptcy and came out with a higher net worth, would you want to know how they did it?

In this episode of the Purpose-Driven Wealth podcast, Mo Bina welcomes Rob Napolitano of Grit Partners, and one of the very few people who was able to successfully navigate and beat the turbulent waters of bankruptcy. Rob's shares his knowledge of understanding and mitigating risks in various asset classes, as well as an astounding combined asset portfolio that monetizes time.

Here's what you will expect in this episode: Rob's background, from mortgage banking to legal support company About Grit Partners and how they can help people The issue of too much debt Understanding, identifying, and mitigating risks The value and risks in distressed assets How to invest in life settlements? On Mortgage notes and life insurance policies. How life settlements monetize time without overhead. Risk mitigation in combined investment portfolio For life settlements, when is an appropriate time to exit?

About Rob Napolitano:

Rob Napolitano is a Distressed Mortgage Debt Strategist and Consultant, guiding investors through a volatile landscape. He specializes in impaired banking, real estate, and life insurance assets, and is also a Boutique Alternative Asset Fund Manager.

He grew up in New York and was raised by parents that emigrated from Italy to the US in the 1960s. He started to learn about real estate at a young age watching his parents work hard, save money and invest in multi-family real estate. In the 2007-2008 financial crisis, Rob found himself over-levered, insolvent and filing for Chapter 13 bankruptcy. Realizing the system is unfairly rigged, he went into defense and offense by and successfully came out of the bankruptcy with a higher net worth. With his in-depth understanding of the system, he went into law school, became a paralegal, and is now helping people guard and protect their children's future.

Rob Napolitano Links:

Website: https://www.capturingtomorrow.com/ LinkedIn: https://www.linkedin.com/in/therealrobnap Email: [email protected]

Connect with Mo Bina on… Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/

For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index

Is it possible for individual investors to invest a small amount in real estate from different cities?

In this episode of the Purpose-Driven Wealth podcast, Mo Bina talks to John Green, founder of Nada and City Funds. Nada, as an investment platform, gives anyone access to investing in real estate backed by a team of experts who are overseeing selection of diverse properties in different locations.

Here's what you will expect in this episode: John's background from mortgage banking to founding Nada. How Nada and City Funds work? Taking Equity without having to refinance Types of properties in their basket of real estate assets. Identifying which cities to designate a City Fund for Evergreen funds, number of assets, and diversification Minimum investment amount and qualified investors Having downside protection in investments. On average holding time for equities

About John Green:

John Green is a co-founder of Nada, where he has served as CEO since its inception. In addition, Mr. Green is a Managing Partner of Cityfunds. Prior to his role as CEO of Nada, Mr. Green spent 10+ years in the mortgage industry where he led teams for Strategy & Innovation, and Risk & Quality. Prior to his career in financial services, Mr. Green was a professional recording and touring artist where he published two albums. Mr. Green has been a member of the American Society of Composers, Authors, and Publishers since 2006. Mr. Green is also an active and published member of the Forbes Finance Council.

John Green Links:

Website: https://www.nada.co/

Connect with Mo Bina on… Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/

For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index

How much do you need to invest in fine wine and spirits? Is this a profitable asset class?

Tune in to this episode of the Purpose-Driven Wealth podcast, as Mo Bina sits with Elle Williams, Director of Business Development for Vint. Together, they discuss how the wine and spirits trade works as an asset class, and how anyone can easily participate in these investments through companies like Vint.

Here's what you will expect in this episode: How the wine and spirit industry work. Quality in production and aging characteristics Wine as an alternative investment Risks to this type of investment Drivers of demand and low volatility How Vint works and the services they offer. When to liquidate or sell a collection Who are consumers of these wines? A significant return and weighing the risks. Between a security and investing as a bottle The benefits of fractional ownership

About Elle Williams:

Elle Williams is the Director of Business Development for Vint, the first securitized wine and spirits investment platform. Ms. Seybold began her career as an analyst at MSD Capital in New York. From there she joined Highbridge Capital and, following that, shifted into investment banking with Merrill Lynch. She eventually returned to the buyside with Beekman Capital where she become a Partner and the Director of Research. Throughout her life, Ms. Seybold has had a strong interest in wine, pursuing accreditation in the industry with the Wine & Spirits Education Trust (WSET). Ms. Seybold has her Level III certificate in wine and is pursuing her Diploma with the goal to obtain her Master of Wine.

Elle Williams Links:

Website: https://vint.co/ Email: [email protected]

Connect with Mo Bina on… Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/

For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index

What if you could have your own business by getting one through franchising? And it's not just about food! Join host Mo as he delves into the world of franchising with renowned franchise consultant and author, Jon Ostenson.

In this episode, you will: Learn the franchise advantage Know about the franchisee experience from Jon himself Explore the numbers and compare the risk and investment in franchising Gain insight on emerging trends and innovations in franchising Find the perfect fit on starting on your franchise venture- have an overview on what to prepare if you're interested in getting your own franchise

About Jon Ostenson:

Jon is a Certified Franchise Consultant, owner/investor, author, and international speaker specializing in the area of non-food franchising. He draws on his experience as both the president of an Inc. 500 franchise system and as a multi-brand franchise in serving his consulting clients that are looking to explore business ownership opportunities.

Know more about Jon on: Website: https://franbridgeconsulting.com/ LinkedIn: https://www.linkedin.com/in/jonostenson/

Connect with Mo Bina on: Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/

In this episode of the Purpose-Driven Wealth podcast, Mo Bina welcomes Adam Carswell. They talk about the value of communication and its role for success in life. Adam has built an extensive network of professionals, and his ability to connect different people led him to an active role in Liberland as the host of their podcast.

Join as we discover how the ability to communicate impact our ability to develop a solid network of people. Can good communication really help us in growing our investment portfolio? Tune in to know the answer.

Here's what you will expect in this episode: On the value and importance of communication Teaching younger people to communicate effectively. Recommendations on improving communication skills. On connecting with others On growing and nurturing a network Using Linked to get people connected. About Liberland Hosting the Liberland Show The spirit and ideals of Liberland On blockchain-based governance

About Adam Carswell:

Adam J. Carswell is an Entrepreneur, Podcaster, a LinkedIn Power-Networker, and New Media Marketing Maverick. He is the Co-Founder of RaiseMasters, the #1 Mastermind for Elite Capital Raisers. Adam earned the moniker "The Voice of Liberty '' as the Master of Ceremonies at Liberland national events and hosts the nation's podcast; the Liberland Show. Over the years, Adam has interviewed industry leaders such as Grant and Elena Cardone, Doug Casey, Marc Faber, and Rick Rule.

Adam Carswell Links:

Website: https://www.carswell.io Liberland Video: https://youtu.be/YF3TQKV-IOE LinkedIn: https://www.linkedin.com/in/ixcarswell

Adam's LinkedIn 101 Course (Need to request access): https://drive.google.com/drive/folders/1rm_pXllNaIJNStrQDbfnLn-F5Z64k87s?usp=drive_link

Connect with Mo Bina on… Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/

For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index

In this episode of the Purpose-Driven Wealth podcast, Mo Bina welcomes George Bravante of Bravante Farm Capital in a discussion about what you need to know when starting with farmland investments. From his years of experience in this industry, George takes on a journey from selecting properties, ensuring water security, fruit quality, and sustainability.

What are agricultural assets? What do we need to know and understand in getting into the farmland space?

Tune in to learn more about farmland investing!

Here's what you will expect in this episode: How George got started with Farmland Investing Selecting which properties to buy A structured approach on reliable water sources On why there are not a lot of activity in the area. Ranches trade per acre, not by cap rates What people look for in acquiring agricultural lands. Ways to add value to agricultural land Sourcing new farmland opportunities Due diligence process, potential risks, and downsides On water security and trends from COVID On fruit quality, farmer markets, and sustainability Investing with Bravante Farm Capital

About George Bravante:

George has spent the last 20 years building a vertically integrated farming business. In the early 1990's he started with a small vineyard and winery development in the Napa Valley of California. This initial taste of farming ignited a new passion for agriculture and investing in the San Joaquin Valley. In the past 20 years Bravante Farm Capital has acquired over $175 million in agricultural assets including, citrus, table grapes, wine grapes, stone fruit and pistachios. Before founding Bravante Farm Capital, He spent 10 years in the real estate private equity business as the President of Colony Advisors, Inc. and was the President of American Real Estate Group before that. Before his time in private equity, he worked for Ernst & Young. He graduated from the University of South Carolina in 1982 with a Bachelor of Science degree in accounting. He currently serves on the board of directors of Sabre Corporation and of the KBS Growth & Income REIT.

George Bravante Links:

Website: https://bravantefarmcapital.com/

Connect with Mo Bina on… Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/

For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index

What are RV Parks, and why are they a compelling asset class right now?

In this episode of the Purpose-Driven Wealth podcast, Mo Bina welcomes back Paul Moore as he talks about RV Parks. What are the current trends and opportunities in this new type of asset class?

Paul's decades of experience in real estate investing helps provide a value driven perspective in this type of investment.

Here's what you will expect in this episode: Big picture thoughts on FUD from investors On finding undervalued assets On RV Parks as a compelling asset class Finding the right operators for projects Trends in RV Camping since COVID Impact of remote work revolution An RV sharing platform Types and Classifications of RV Parks RV Amusement Parks with activities Value Adding opportunities in RV Park space. Profile of RV Park owners On typical operations for parks Preferred locations for RV Parks On balancing asset allocations On RV gas mileage and affordability Advice on entering this type of investment.

About Paul Moore:

Paul Moore is the Founder and Managing Partner of Wellings Capital. After graduating with an engineering degree and then an MBA from Ohio State, Paul entered the management development track at Ford Motor Company in Detroit. After five years, he departed to start a staffing company with a partner. They scaled and sold the company to a publicly traded firm five years later. After a brief "retirement" in his early 30s, Paul began investing in real estate in 1999 to protect and grow his own wealth.

He completed over 85 real estate investments and exits, appeared on HGTV's House Hunters, rehabbed and managed dozens of rental properties, and developed a subdivision. After completing three successful real estate developments, including assisting with the development of a Hyatt hotel and a very successful multifamily project, Paul narrowed his focus on commercial real estate in 2011. Paul is married with four children and lives in Central Virginia.

Paul Moore Links:

Website: https://www.wellingscapital.com/resources

Connect with Mo Bina on… Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/

For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index

Owning precious metals, like gold and silver are currently gaining accelerated adoption by the regular consumers as way to protect and store value. So, why is gold taking off right now, and what are the basic stuff you need to learn about owning it?

Join Mo Bina in this episode of the Purpose-Driven Wealth podcast as he talks with Dana Samuelson, the founder of American Gold Exchange and a protégé of the legendary, James Blanchard III. Their discussion takes us from understanding the economic value of gold and precious metals to things to consider when storing them.

Here's what you will expect in this episode: Dana's background and how he got involved in previous metals. Why are central banks accelerating their purchases of gold? On de-dollarization and currency fluctuations The financial situation as tied to China, Russia and Ukraine Thoughts on dollar alternative as a reserve currency On owning gold versus fiat and digital currencies US debt increase, and the purchasing power of dollar Owning Gold and Silver as your savings or insurance policy Recommendations on owning physical precious metals. Counterfeit gold bars versus sovereign minted coins On vintage US gold and silver coin On professional storage facilities and its benefits AGE's advice to consumers on precious metals.

About Dana Samuelson:

Dana has 42 years of experience in precious metals and rare U.S. gold coin buying and selling. He founded American Gold Exchange, which has an impeccable national reputation for integrity, consistently high service to their clients, reliability, and transparent pricing. They are endorsed by numerous national newsletter writers, educational conference promoters and private investors in the financial, market analysis, real estate and tax professional industries.

A professional numismatist since 1980, Dana worked for some of the most influential precious metals trading companies in the nation before founding AGE in 1998. For nearly a decade he was a personal protege of James U. Blanchard III, one of the true giants of the industry and the individual most responsible for re-legalizing the private ownership of gold in the U.S. His statements has been quoted by Forbes and Market Watch and appeared on Fox Business, and also speaks to groups and conferences on precious metals and macro financial market analysis. He is the past president of the Professional Numismatist Guild, an exclusive nonprofit organization composed of the world's top rare coin and paper money experts, whose primary mission is to make the hobby safe for collectors and investors by maintaining rigorous standards of excellence among dealers. He holds a B.A. from Washington and Lee University.

Dana Samuelson Links:

Website: https://www.amergold.com/ Facebook: https://www.facebook.com/AmericanGoldExchange LinkedIn: https://www.linkedin.com/company/28141277

Connect with Mo Bina on… Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/

For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index

What is Agricultural Real Estate, and how can this asset class help with the current inflationary market? What do I need to know, and how much do I need to start investing?

In this episode of the Purpose-Driven Wealth podcast, join Mo Bina as he talks with David Chan of FarmTogether about all the basic topics you need to know to get started on Agricultural Real Estate, and how their company can help you grow your investment while promoting sustainability in agriculture.

Here's what you will expect in this episode: David's story: From studying meteorology to Agriculture Investing On Agricultural Real Estate and farmland index Farmland as an inflation hedge and a portfolio diversifier On how value is created: income and appreciation return. Evaluating water security of the property Strategies on price risk mitigation A proprietary tool on sourcing investment opportunities Locations of Farmland Assets On the selection process of potential properties On sustainability labels and regenerative farming practices. The leading harvest farmland management standard. How can investors participate in farmland investments? Farmland Investment Education on their website

About David Chan and FarmTogether:

David has over 7 years of experience in finance and technology across agribusiness. He holds an MBA from Harvard Business School and a BS in Atmospheric Sciences from Cornell University's College of Agriculture and Life Sciences. Prior to joining FarmTogether, David was a Senior Private Equity Associate at AMERRA Capital Management, an asset manager that specializes in ag investments. He previously worked at Prudential Agriculture Investments, Gro Intelligence, & Barclays Investment Bank. David is also a member of the LEAD NY's Class 19, a leadership program managed by Cornell for committed leaders in the agriculture and food sectors.

FarmTogether is a farmland investment manager powered by cutting-edge tech. The firm leverages technology and data science to tap into unparalleled farmland opportunities, and to enrich a scalable pipeline of deals to meet investors' evolving needs. Investors enjoy top-tier institutional-quality farmland offerings, a hassle-free fully digital investment experience, and the opportunity to drive agriculture towards sustainability on a massive scale.

FarmTogether Link:

Website: https://farmtogether.com/

Connect with Mo Bina on… Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/

For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index

Planning for your future starts today! Join host Mo with guest Kaaren Hall, the visionary founder of uDirectIRA, as they share the game-changing strategy to break free from the limitations of Wall Street-- using your very own retirement account. In this podcast, they explore the benefits of self-directed IRAs that would help you maximize your own assets beyond the stock market.

For this episode: Learn what is a self-directed IRA Know the difference and the advantage of it than other retirement accounts Navigate the misconceptions about having a self-directed IRA account Explore the aspect of leverage in generating income from your value assets Know the regulatories of self-directed IRAs

About Kareen Hall:

Kaaren is the President and CEO of uDirect IRA Services. uDirect IRA Services specializes in enabling individuals to take control of their retirement investments through self-directed IRAs. Expand your investment horizons beyond Wall Street with diverse asset options for your retirement funds.

Follow Kaaren on: https://www.facebook.com/uDirectIRA https://twitter.com/uDirectIRA https://www.instagram.com/udirectiraservices/ https://www.linkedin.com/company/851967 https://www.youtube.com/c/uDirectIRA https://www.linkedin.com/groups/137760/ https://udirectira.com/ [email protected]

Connect with Mo Bina on: Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/