Interview with Rich Arnitz, Managing Director of Alternative Investments
Investing Beyond the Market with Alternative Investments
Show Intro
0:00 – 1:00 – Rich Arnitz Spotlight
1:00 – 2:16 – Overview of Alternative Investments Space in 2023 and Q1 2024
2:26 – 6:04 – Episode Preview: Different types of Alternative Investments and How We Evaluate Them Types of Alternative Investments
6:04 – 7:13 – What are BDCs? (Business Development Corporations)
7:13 – 7:52 – What are Interval Funds?
21:32 – 22:28 – Share Repurchase Plans
22:28 – 23:08 – DSTs Fulfill the 4 Main Goals of Alternative Investments (also DST vs TIC) Alternative Investments Discussion & Investment Philosophy
7:52 – 10:44 – Accredited Investors and How the Endowment Model Gets High Returns
10:44 – 11:59 – Top 3 Alternative Investment Sectors in 2024
11:40 – 17:25 – LandlordRESCUE™ and How hard are you working for your passive income?
19:40 – 21:32 – Someone Caught Up to Blackstone! “Just because you’re the largest doesn’t mean you’re the best out there”
23:08 – 36:38 – Ridgegate Financial Philosophy: LEO (Liquidity for Emergency & Opportunity), What’s Your Purpose, The Fiduciary Standard, In-House Tax & Accounting Firm
Evaluating Alternative Investments
15:05 – 17:25 – What is the Industrial Sector?
17:25 – 19:40 – Indexing the Supply & Demand of Non-Traded REITs and BDCs
23:08 – 31:50 – Case Study: Dollar Stores and the 3 Qs of Evaluating Alternative Investments
36:38 – 41:26 – Due Diligence and Nuances of Evaluating Alternative Investments
41:26 – 49:31 – Ridgegate Financial Philosophy: Investment Strategies
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