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Your Journey to Alternative Investing Starts Here
Are you ready to start investing in alternative investments?
Begin the process by learning what should happen first. Here is a typical alternative investment flow:
Learn the different types of ways to invest in alternative investments.
Find a sponsor that you align with and who you know, like and trust.
Meet with that sponsor on a phone call or zoom to understand the process, establish a relationship, and access different deal opportunities
Get added to that sponsors’ deal list.
Accredited Investor Only Opportunities:
Sophisticated Investor opportunities.
Place your capital (typically a hold period is 4-6 years)
Learn more: https://youtu.be/_mdyO7Pz0T0
Active vs. Passive Real Estate Investing: What’s Right for You?
What is the difference between an active and passive investment?Active:you are directly managing the investmentfor example: purchase a duplex. Actively renovate, find contractors, do the work yourself, and find tenants
Passive:you find operators that you know, like and trust and they find the opportunity, and someone else actively manages ityou provide capital for often 4-6 years, and then collect distributions and receive great tax advantages
How can you get started?I’m getting a lot of messages like this one 'how do I invest in real estate?'
Here’s a quick answer ->
→ aim is to save enough to purchase assets that generate cash flow.
→ Use that cash flow to buy more assets that generate cash flow.
→ Live off passive income.
𝗜𝗳 𝘆𝗼𝘂 𝗵𝗮𝘃𝗲 𝘁𝗶𝗺𝗲:
• house hacking
• Build out your basement
• Rent a room
• Airbnb your home while you take a vacation
• Side hustle (I used to charge those electric scooters!)
• Spend way less than you earn
𝗜𝗳 𝘆𝗼𝘂 𝗵𝗮𝘃𝗲 $ 𝗮𝗻𝗱 𝘁𝗶𝗺𝗲
• invest in a rental (duplex is a great starter home. Live there 2 years then convert to a rental and purchase another property
• Find partners and purchase a rental together (this is how I first got started!)
• Flip an old house and convert into an Airbnb ( did this with 2 friends!)
𝗜𝗳 𝘆𝗼𝘂 𝗵𝗮𝘃𝗲 $ 𝗯𝘂𝘁 𝗻𝗼 𝘁𝗶𝗺𝗲
• hands down the best wealth creation strategy - invest into a syndication with an operator you know and who’s had success in the past!
• Typically need at least $50k -$100k
• Aim to at least 2x your investment in ~<5 years
I started w a single family.
Purchased a duplex.
Converted my basement into a rental.
Purchased land.
Flipped an old house and converted to an Airbnb.
𝘛𝘩𝘦𝘯 𝘐 𝘥𝘪𝘴𝘤𝘰𝘷𝘦𝘳𝘦𝘥 𝘤𝘰𝘮𝘮𝘦𝘳𝘤𝘪𝘢𝘭 𝘳𝘦𝘢𝘭 𝘦𝘴𝘵𝘢𝘵𝘦 𝘴𝘺𝘯𝘥𝘪𝘤𝘢𝘵𝘪𝘰𝘯𝘴…
• Invested in 136 units of multifamily
• Invested in industrial
• Invested and general partnered in 48 units of multifamily
• Started a fund of funds and raised $1.3M in the energy space
• started a private credit fund
• sourcing new multifamily deals
Our world and communities are broken and need help.
What if a new generation of impact focused entrepreneurs and investors multiplied their resources so they could multiply their impact?
How could our communities and cities be forever changed?Learn more: https://youtu.be/eu4_ZjUsurw 
Cash Flow. Appreciation. Tax Savings. Here’s How I Found All Three.
In alternative investing, there is no guaranteed return.
If you want a guaranteed return, put your money in a high interest online savings account.
However, if you want a #triplewin return (where you can receive regular cash flow, appreciation on the asset and great tax savings)
Here's my first Investment
Our first three years of marriage, we lived in a <500 square foot apartment.
We lived on campus while developing leaders at the university of minnesota. 🏫
We grinded to pay down debt 💸 had one car and lived frugally but still had fun!
We got a sweet first-time home buyer program and got in to our first home for 3.5% down.
We used a Roth IRA to fund the down payment.
• In 2011 we moved in
• in 2012 we bought the duplex across the street with a business partner 50/50
• In 2016 we converted our basement into a rental after discovering mold 😷 and needing a caretaker while my wife was sick with hyperemesis 🤰
• 2017 we bought the lot next door thinking we’d build to expand our growing family 👨👩👦👦
• 2020 we did a cash out refinance and moved and converted our primary into a long term rental
• 2022 invested and flipped a house into an AirBNB
• 2022 invested in self education and mastermind program to learn commercial RE
• 2022 invested as an LP into the first syndication
• 2022 raised $500k for two syndications
• 2023 sold this rental to free up Capital to invest in Katie’s business and inject capital into Oak & Vine Capital and to expand our investments into passive syndications.
• in 2023 invested through a self directed IRA in 2 more syndications aiming to 2x our money in < 5 years
• 2024 raised over $1M in first fund to fund
• 2024 launched private credit fund
• 2024 launched multifamily
• MORE GREAT DEALS COMING!
✅ This rental generated over $600 /m after capex reserves and savings.
🟥 But it took a lot of our time and mental energy. I wanted to find a way to generate income passively, without needing to run over and fix something
After investing in multiple syndications and seeing the power of the #triplewin
1. cash flow
2. Appreciation
3. Tax savings
Then consider alternative investments:
Learn more: https://youtu.be/NaXIbC2LJY
What a Typical $100K Return Looks Like in Alternative Investing
What does a typical projected return look like in alternative investments?
I aim to find deals that will help my investors get double digit returns.
A typical projected return can look like this:
Invest $100,000, lock up period 4-6 years
Aim: double digit returns
Year 1 4-5% = $4,000 - $5,000 in returns
Year 2 5-6% = $5,000 - $6,000 in returns
Year 3 6-7% = $6,000 - $7,000 in returns
Year 4 6-7% = $6,000 - $7,000 in returns
Year 5 8%* = $8,000 + return of sale of $175,000
$175,000 + $5,000 + $6,000 + $7,000 + $7,000 + $8,000 = $208,000
You just grew your $100,000 into $208,000 passively.
plus, there are some great tax benefits that often come year 1 (more on next email!)
There are a lot of terms that I will help define in the next series of emails.
Like what you are seeing, jump on a quick 15 minute investor call and explore open opportunities.
No Liquid Cash? Here’s Another Way to Invest
Not everyone has $50,000 or $100,000 liquid to invest.
Are there other ways to invest? Yes!
You can roll over a previous employer’s 401 or roll in your Roth IRA into a Self Directed IRA.
Check out my partner at EQRP
This allows you to still receive what I call the double-win (Cash flow, and appreciation)
You control your self-directed IRA and can invest in various alternative assets like Real Estate, Gold, businesses, precious metals, etc.
There are a lot of terms that I will help define in the next series of emails.
Like what you are seeing, jump on a quick 15 minute investor call and explore open opportunities.
Almost Ready to Invest? Here’s What Happens Next
It can be confusing to know what steps to take ... you are 5 emails in, maybe you are ready to begin passively investing?
The steps to invest:
Establish a connection with Nick
Place capital for 4-6 years in an opportunity that will aim to multiply your money(and impact!)
Invest passively while enjoying regular distributions on your earnings
Receive regular updates on how the asset is performing and how our business plan is going.
There are a lot of terms that I will help define in the next series of emails.
Like what you are seeing, jump on a quick 15 minute investor call and explore open opportunities.
Confused by Investing Terms? This Will Help
It can be confusing to know what are all the terms to passive investing in alternative assets.
Here is a cheatmsheet for what you should know.
Returns:
AAR - Average Annual Return
IRR - Internal Rate of Return
CoC - Cash on Cash Return
Key Roles:
syndication
operator
Sponsor
LP
GP
Fund Manager
The steps to invest:
Establish a connection with Nick
Place capital for 4-6 years in an opportunity that will aim to multiply your money(and impact!)
Invest passively while enjoying regular distributions on your earnings
Receive regular updates on how the asset is performing and how our business plan is going.
There are a lot of terms that I will help define in the next series of emails.
Like what you are seeing, jump on a quick 15 minute investor call and explore open opportunities.