Upside Insights

Upside Insights

By Upside AvenueBusinessInvesting
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Upside Insights episodes

  • Bonus Episode – Investor Presentation and What’s New with Upside Avenue

    Our Director of Investor Relations, Rosch Wadera, sat down with Casoro Group's Chief Marketing Officer, Jessica Lee-Wen, to update everyone on what's new with Upside Avenue and how the REIT has been performing this past quarter.


    Website: https://upsideavenue.com

    Facebook: https://www.facebook.com/UpsideAvenue/

    Twitter: https://twitter.com/UpsideAvenue

    LinkedIn: https://www.linkedin.com/company/upsideavenue/

    Instagram: https://www.instagram.com/upsideavenuereit

    26 min
  • Bonus Episode - Investment Strategies, Market Trends, and More

    Our Director of Investor Relations, Rosch Wadera, sat down with Casoro Group's Connor Lee-Wen to discuss real estate investment strategies, market trends to stay ahead of and more.  

    Website: https://upsideavenue.com​  

    Facebook: https://www.facebook.com/UpsideAvenue/​

    Twitter: https://twitter.com/UpsideAvenue

    ​LinkedIn: https://www.linkedin.com/company/upsideavenue

    Instagram: https://www.instagram.com/upsideavenuereit

    38 min
  • Ep 17 - What am I investing in?

    When Investing, it is important to know where your money is going. 

    • Investing with Upside Avenue means purchasing shares of a real estate investment trust, REIT. 
    • Pooled together with other investors, the money is used to purchase multi-family properties.
    • Enjoy this episode!

      Check out our websites to learn more!

      Website: https://upsideavenue.com​

      Facebook: https://www.facebook.com/UpsideAvenue/

      ​Twitter: https://twitter.com/UpsideAvenue​

      LinkedIn: https://www.linkedin.com/company/upsideavenue/

      Instagram: https://www.instagram.com/upsideavenuereit/

      Disclaimer

      The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

      2 min
    • Ep 16 - What is DRIP?

      DRIP, or dividend reinvestment plan, is a program that helps investors automatically reinvesting their dividends into more shares. Watch this video to learn about how DRIP works.

      Enjoy this episode!

      Check out our websites to learn more!

      Website: https://upsideavenue.com​

      Facebook: https://www.facebook.com/UpsideAvenue/

      ​Twitter: https://twitter.com/UpsideAvenue​

      LinkedIn: https://www.linkedin.com/company/upsideavenue/

      Instagram: https://www.instagram.com/upsideavenuereit/

      Disclaimer

      The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

      2 min
    • Ep 15 - What are Dividends and Appreciation

      Dividends and appreciation are two ways you can earn returns from a real estate investment trust, or REIT. Watch this video to learn about what they are and how they work.

      Enjoy this episode!

      Check out our websites to learn more!

      Website: https://upsideavenue.com​

      Facebook: https://www.facebook.com/UpsideAvenue/

      ​Twitter: https://twitter.com/UpsideAvenue​

      LinkedIn: https://www.linkedin.com/company/upsideavenue/

      Instagram: https://www.instagram.com/upsideavenuereit/

      Disclaimer

      The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

      2 min
    • Ep 14 - What is a REIT and how do they work?

      REIT, or real estate investment trusts, are an alternative form of investments that are modeled after mutual funds. Watch this video about REITs to learn about what they are and how they work.

      Enjoy this episode!

      Check out our websites to learn more!

      Website: https://upsideavenue.com​

      Facebook: https://www.facebook.com/UpsideAvenue/

      ​Twitter: https://twitter.com/UpsideAvenue​

      LinkedIn: https://www.linkedin.com/company/upsideavenue/

      Instagram: https://www.instagram.com/upsideavenuereit/

      Disclaimer

      The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

      2 min
    • Ep 13 - Maximizing Your Retirement Contributions with Diana Hoff

      In our first Educational Webinar series of 2021, Diana Hoff to discusses steps and tricks to make sure you are:  

      Taking advantage of all the options to grow your retirement accounts  

      Not leaving money on the table.

      Enjoy this episode with Diana Hoff!

      Check out our websites to learn more!

      Website: https://upsideavenue.com​

      Facebook: https://www.facebook.com/UpsideAvenue/

      ​Twitter: https://twitter.com/UpsideAvenue​

      LinkedIn: https://www.linkedin.com/company/upsideavenue/

      Instagram: https://www.instagram.com/upsideavenuereit/

      Disclaimer

      The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

      36 min
    • Ep 12 - Evaluating Risk Tolerance with Bruce Doole

      Before investing, it is important to understand the risks that can affect your portfolio. Bruce Doole, President of Permanent Value, discusses the following factors of Evaluating Risk Tolerance:  

      How to match risk tolerance to actual investments.  

      Helping investors fully understand the impact of matching their risk tolerance to their portfolio in volatile markets.  

      Tracking the risk of changing portfolios as they add larger retirement accounts or inheritance.  

      Understanding the risks of their goals over the long term.

      Check out our websites to learn more!

      Website: https://upsideavenue.com​

      Facebook: https://www.facebook.com/UpsideAvenue/

      ​Twitter: https://twitter.com/UpsideAvenue​

      LinkedIn: https://www.linkedin.com/company/upsideavenue/

      Instagram: https://www.instagram.com/upsideavenuereit/

      Disclaimer

      The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

      21 min
    • Ep 11 - Investing for Retirement with Rohan Nayak

      In our latest educational webinar, guest speaker Rohan Nayak, Investment Advisor & Certified Financial Planner, will host Upside Avenue’s monthly Educational Webinar series. Rohan Nayak discusses:   

      How and when to start planning.  

      How to be organized while planning.  

      Deciding when is the right time to being investing.    

      Evaluating the risks of the markets.

      Enjoy this episode with Rohan Nayak!

      Check out our websites to learn more!

      Website: https://upsideavenue.com​

      Facebook: https://www.facebook.com/UpsideAvenue/

      ​Twitter: https://twitter.com/UpsideAvenue​

      LinkedIn: https://www.linkedin.com/company/upsideavenue/

      Instagram: https://www.instagram.com/upsideavenuereit/

      Disclaimer

      The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

      46 min
    • Ep 10 - How to Protect My Investments with Jim Denholm

      In this Upside Avenue Educational Webinar, guest speaker Jim Denholm, Founder and CEO of IronBridge Private Wealth talks about investing during times of volatility. Jim addresses:  

      Why diversification fails when you need it the most.  

      The two biggest mistakes investors make and how to avoid them.  

      Foundations of building a reliable investment process.

      Check out our websites to learn more!

      Website: https://upsideavenue.com​

      Facebook: https://www.facebook.com/UpsideAvenue/

      ​Twitter: https://twitter.com/UpsideAvenue​

      LinkedIn: https://www.linkedin.com/company/upsideavenue/

      Instagram: https://www.instagram.com/upsideavenuereit/

      Disclaimer

      The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

      59 min

    About Upside Insights

    From the publisher's feed

    Upside Insights is a podcast for discovering your upside. We talk about financial and investment topics the everyday investor is interested in learning about with subject-matter experts from all over…