Tag Archives: Real Estate

FEATURE

Hedge Funds’ Increased Accessibility: What Investors Should Consider (Ep. 12)

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Previously, hedge funds were only available to big institutions or ultra-high-net-worth individuals who could meet the minimum requirements.

Now, anyone with a much lower minimum can enter this space.

What are the must-knows before investing in this world?

In this episode of “Approach Investing Differently”, Stephen Rosen dives deep into the key considerations for investors, such as understanding liquidity and fee structures. But that’s not all, he also emphasizes the importance of proper education, research, and expert consultation before making any investment decisions. 

Don’t miss out on this valuable information to make informed choices and potentially unlock a new realm of investment opportunities.

Stephen discusses:

  • How the world of alternative investing has shifted from only being available to institutions and high net-worth individuals to the average investor
  • The importance of having a diversified portfolio
  • How clearing liquidity preferences before investing may affect your returns
  • The criteria Hightower Bethesda uses when investing in alternative funds and what people should consider when investing in this field
  • Fees and commissions associated with alternative funds
  • Why educating yourself about the investments you are considering is essential 
  • And more!

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A Conversation on Liquid Alternative Investing (Ep. 11)

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We usually associate investments with only stocks or bonds.

However, investors can utilize other alternatives that can be adapted to their level of risk and liquidity.

In this episode, Stephen Rosen examines liquid alternative investing, explaining the different types of funds and options available in the market, as well as the considerations that need to be taken into account before investing.

Stephen discusses:

  • What are liquid alternatives and how are they used
  • The concepts of illiquid and liquid investments
  • The liquid investing opportunities he offers at Hightower Bethesda
  • How do the Interval funds work
  • The importance of knowing whether your investments are liquid or not
  • Why non-traded REITs are considered to be the devil of investments
  • Some investment strategies in the alternative investment space
  • The pros and cons of liquid alternatives
  • And more!

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An In-depth Look at Real Estate Growth Investing (Ep. 7)

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There are two ways to invest in real estate: for income or for growth.

When we talk about investing for growth, there may be many unknowns about the risk, the return that these can have, and how to execute them to maximize returns.

In this episode, Stephen Rosen continues the discussion on why investing in private real estate is so valuable to an investor’s portfolio, this time focusing on the growth type of investing and explaining some fundamental aspects like risks and strategies involved.

Stephen discusses:

  • The several ways to approach a growth strategy in real estate investing
  • Why growth shouldn’t always be associated with high levels of risk
  • The importance of patience for general land developments
  • Examples of properties that had to be redeveloped for a more lucrative use
  • The power of re-energizing a used or old property
  • High-interest rates making income investing less attractive 
  • And more!

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A Deep Dive Into Income-Producing Real Estate (Ep. 6)

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In real estate, investors have three main ways to gain profit: growth, income, or a combination of both. And each of these has different strategies to make the investment promising.

Thus, it’s essential to explain how they function, and this time we focus on the income segment.

In this episode, Stephen Rosen highlights how investing in the income-producing segment of real estate works across various types of properties and why it’s a favorite at Hightower Bethesda. Along with this, Stephen shares why having illiquidity in your assets can be beneficial at times of uncertainty.

Stephen discusses:

  • The different types of income-producing real estate, what he prefers and why
  • The risks of publicly traded real estate and why it can be risky
  • The benefits of hard versus intangible assets when dealing with market volatility
  • How choosing this segment of real estate can offset rising interest rates and inflation 
  • And more

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Is Real Estate in Your Portfolio? (Ep. 5)

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With real estate, there are different ways to get into the market and various points to consider before investing.

In this episode, Stephen Rosen talks about the strategies, preferences, and relevant factors he takes into account before investing in property and how he uses it to expand the portfolios he manages. Stephen also provides important details about the current market for rental properties and how different segments have shifted the demand in the last couple of years.

Stephen discusses:

  • The benefits of real estate investment
  • Why he prefers investing in private funds rather than the publicly traded REITs
  • The tax benefits that exist in real estate
  • Investing in properties for growth and/or income
  • And more

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