Shows
Beyond StocksHow do I get into Alt Investing? - Season 2 Episode 4The thing about alt investments is that they are generally found through private offerings. By definition, they're harder to find than stocks on Robin Hood or E-Trade. So how do you find them?Well, you can start by joining the Beyond Stocks journey to learn what to look for, and what kind of deals are available. Our goal is to let the world know that there's a whole new world of investments out there beyond traditional assets like stocks, bonds and mutual funds. Check out this episode to hear our thoughts on how to get...2025-06-0229 minBeyond StocksWhat is Alternative Investing? - S. 2 Ep. 3What are Alts??? In short, traditional investing refers to well-known financial instruments such as stocks, bonds, ETFs, mutual funds. Alts are everything else! Categories of Alts include business investing (private equity), commercial real estate, crypto, commodities, non-bank lending (private credit) and more.Pedro & Chihiro are motivated to spread the word about Alts (particular through private offerings) because they can be a powerful way for people to build wealth via unique investments that aren't widely available. Please subscribe to our newsletter at www.beyond-stocks.com2025-06-0126 minBeyond StocksSecrets of Real Estate Development with James Ellis - S. 2 Ep. 2James Ellis is the CEO of Arundel Group Holdings, a vertically integrated firm that designs, engineers and builds commercial real estate.James has over 4 decades of experience so he has learned what does and doesn't work in real estate development. Hear stories such as: How building on a former landfill led to a business losing $1 million per week! Conducting a Phase 1 Environmental Study can lead to learning things about your land that you didn't want to learn.The risks, time and money it costs to be a general partner in a deal....2025-05-1930 minBeyond StocksAdvanced LP Investing (Personal Seat Licenses!) with Thien Bui-Season 2 Ep. 1In Season 1 Episode 10 last week Pedro and Chihiro talked about finding somebody who has invested in Personal Seat Licenses. Well, we found Thien Bui! He has an inspiring immigrant story and shares how he went from being a schoolteacher to starting an energy business. He grew FirstClassUtilities.com from scratch into a seven-figure business and uses that income to invest into a variety of private offerings such as multifamily and personal seat licenses.Thien shares how he started by owning seats at AT&T Stadium where the Dallas Cowboys play, and how he is now...2025-05-1236 minBeyond StocksWhat did we do this week? - Episode 10Last week we:1. Attended a public hearing for The Sunset Amphitheatre, a 20,000 seat live music venue that just broke ground in McKinney, Texas. We attended because it's an exciting development for our city, but also because they're offering an interesting investment wherein people can buy permanent tickets to firepit suites. They can sell tickets they don't personally use in order to earn a profit. 2. We attended an event hosted by Owners in Honor, a nonprofit that provides a supportive community to military veterans interested in becoming business owners via the "Entrepreneurship Through Acquisition" model. The...2025-05-0232 minBeyond StocksTwo Current Themes in Alts - Episode 9Pedro and Chihiro discuss a recent report from JP Morgan (linked below) and focus on two themes in particular. 1. The persistent US housing shortage will create investment opportunities. While we agree about the long term, there's still potential for significant short term capital displacement particularly in office and multifamily as a correction may be ongoing. Also, building affordable housing is always a challenge due to NIMBYism.2. Investing in businesses may be on the rebound based on the inflection point in yearly IPO volume, as well as improving valuation multiples. Of course, at...2025-04-3026 minBeyond StocksDiversify with Alternatives ft. Ron Glasgow - Episode 8Ron Glasgow is a Certified Financial Planner and founder of GlasgowInvestments.com. We brought him on the show to discuss how many of his clients diversify into alternative investments via Delaware Statutory Trusts. DSTs are vehicles for passive investment that provide many of the tax benefits of direct, active real estate investing, without having to be a landlord! For example, DSTs can accommodate 1031 exchanges, a powerful tax deferral strategy. Learn more at www.GlasgowInvestments.com.Pedro De Leon, Jr. and Chihiro Kurokawa have seen the data! We know that alternative...2025-04-2727 minBeyond StocksM&A Deals with Dan Olsen from NOW CFO - Episode 7Pedro & Chihiro speak with Dan Olsen, who provides CFO services through his company NOW CFO. He has years of transactional experience and has seen great deals and terrible deals! His insights are valuable for people considering an investment in a deal that involves any mergers or acquisitions. If you're buying a company you need somebody like Dan on your team, and if you're investing in a merger or an acquisition, the operator needs somebody like Dan on their team!Learn from an experienced CFO what red flags he's seen, and what makes a great business...2025-04-0729 minBeyond StocksPedro & Chihiro discuss: WHY ALTS? - Episode 6Pedro and Chihiro get together to discuss:- Recent new guidance from the SEC that can make it easier for certain types of people to invest- Why Pedro and Chihiro got interested in alternative investments- What an accredited investor is, and why it mattersPedro De Leon, Jr. and Chihiro Kurokawa are alternative investors and regular guys who are on a mission to educate and connect alternative investors through the Beyond Stocks platform which can be found at www.Beyond-Stocks.com2025-03-3136 minBeyond StocksTax Tips for Alts Investors-with Vince Porter, CPA-Episode 5Wouldn't it be great if you could talk to a tax expert about what to look for and what to avoid as an alternatives investor? We got a chance to do that with Vince Porter, the CEO of Porter & Company CPAs. Many don't realize that CPAs are specialized, and if you're a Limited Partner ("LP") in private offerings you shouldn't just go to any CPA just as you wouldn't go to an orthopedic surgeon for a respiratory infection. Not all CPAs are well-versed in partnership accounting!Vince discusses what simple questions to ask your CPA...2025-03-2442 minBeyond StocksTurn Ideas into Wealth with Alexia Tuttle-Episode 4Alexia and her husband Chris have run Tuttle Nutrition for over ten years, building on their bodybuilding experience to providing coaching and lasting health transformations. Alexia is also the founder of Tuttle Equity, through which she has acquired and transformed multifamily properties. Additionally, she has founded a flavored water brand called Drink MOR in addition to leading nonprofits and co-hosting the Real Estate Players Podcast. Find out more about her at www.tuttlebrands.com. Alexia shared with us how her success has been built one relationship at a time, through education and being patient...2025-03-1746 minBeyond StocksBanking Secrets with Evelyn Zermeño-Episode 3Yes, opening up a business is an alternative investment! Evelyn Zermeño has over a decade of experience lending to businesses. Bank debt is the ultimate enabler. Without business loans it's much more difficult for entrepreneurs to start, buy or expand businesses. Business owners need somebody like Evelyn to help them complete the steps necessary to get a loan approval so they can get on with being an entrepreneur! Banking expert Evelyn Zermeño provides valuable lessons for both current and aspiring business owners.Connect with us at www.beyond-stocks.comChihiro Kurokawa and Pe...2025-03-1338 minBeyond StocksReliable Cash Flow via Industrial Real Estate w/ MAG Capital-Episode 2Drew Wahlgren is a Vice President with MAG Capital Partners, which invests in industrial real estate. Their tenants are steady businesses in industries like manufacturing and logistics, which can have desirable characteristics such as great capital structures, resilient cash flows and long histories of steady performance. Once potential tenants make it through MAG's due diligence process, MAG will buy the real estate and become their landlord. This frees up money for the tenant, while creating a predictable cash flow for MAG. This type of transaction is called a sale leaseback. Learn from Drew as he explains how...2025-03-0644 minBeyond StocksBuilding Wealth Through Land Notes - Ep. 1We talked to Rick and Crystal Rumer of Texas Secured Land Notes chat about why Notes are the GOAT! Learn how they buy raw land in bulk, then sell it in smaller parcels. Then, TexasSecuredNotes brings in an accredited investor like you to provide the debt financing to the landowner. You earn monthly passive income on the capital you lend. The loan is secured by the land, so you have collateral. Contact Rick and Crystal at www.TexasSecuredNotes.comConnect with us at www.beyond-stocks.comYour hosts Pedro De Leon...2025-02-1933 min