ADISA's Focus on Alternatives Podcast Series Sat, 18 Apr 2026 00:27:52 -0400 https://www.adisa.org/ en-us © 2026 ADISA's Focus on Alternatives Podcast Series yes 97aebbfa-132c-5570-b21d-3fd1c1f4195c Alternative & Direct Investment Securities Association episodic false The Alternative & Direct Investment Securities Association is hosting this educational series that covers key topics in alternative investing. Be sure to check back regularly for new episodes. 

]]> Buzzsprout (https://www.buzzsprout.com) Investing, Alternative investing, Direct investments, REIT, 1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing Alternative & Direct Investment Securities Association https://storage.buzzsprout.com/b5fnncdfvo7rzzyudlwabpdmwx2v?.jpg ADISA's Focus on Alternatives Podcast Series https://www.adisa.org/ S11 E7 - Inside Private Placement Insurance & Alternative Investments S11 E7 - Inside Private Placement Insurance & Alternative Investments Private placement insurance structures are becoming more accessible to accredited investors as they make their way downstream. In this video, Sandy Geyelin, senior vice president of Global Wealth with Athene, sits down with Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, to break down the structure, tax implications, and role private placement life insurance and private placement variable annuities can play in alternative investment portfolios.

The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this series available solely for informational purposes. 

The series are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA. 

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff. 

By using the series, you agree that you will not rely on the series and any reliance of the series is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the series. 

The information in the series should also not be viewed as industry guidelines or standards.  

The series does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the series are appropriate and legal in your jurisdiction.

]]> Private placement insurance structures are becoming more accessible to accredited investors as they make their way downstream. In this video, Sandy Geyelin, senior vice president of Global Wealth with Athene, sits down with Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, to break down the structure, tax implications, and role private placement life insurance and private placement variable annuities can play in alternative investment portfolios.

The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this series available solely for informational purposes. 

The series are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA. 

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff. 

By using the series, you agree that you will not rely on the series and any reliance of the series is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the series. 

The information in the series should also not be viewed as industry guidelines or standards.  

The series does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the series are appropriate and legal in your jurisdiction.

]]> Alternative & Direct Investment Securities Association Buzzsprout-18790614 Wed, 04 Mar 2026 12:00:00 -0800 707 11 7 full false S11 E6 - Oil & Gas in 1031 Exchanges: A Look Beyond Real Estate S11 E6 - Oil & Gas in 1031 Exchanges: A Look Beyond Real Estate Section 1031 exchanges benefit from professional management, the potential for monthly checks, built-in tax advantages, and more. Now they’re appearing more frequently in the oil and gas space. In this episode of Focus on Alternatives, Brad Updike, attorney with Mick Law, sits down with Greg Mausz, ADISA director and senior managing director with Skyway Capital Markets, to break down the growing use of 1031 exchange securities in oil and gas. They discuss the structure, process, return metrics, options to assess, income variability, and more. Tune in to hear this unique and emerging perspective.

The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this series available solely for informational purposes. 

The series are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA. 

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff. 

By using the series, you agree that you will not rely on the series and any reliance of the series is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the series. 

The information in the series should also not be viewed as industry guidelines or standards.  

The series does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the series are appropriate and legal in your jurisdiction.

]]> Section 1031 exchanges benefit from professional management, the potential for monthly checks, built-in tax advantages, and more. Now they’re appearing more frequently in the oil and gas space. In this episode of Focus on Alternatives, Brad Updike, attorney with Mick Law, sits down with Greg Mausz, ADISA director and senior managing director with Skyway Capital Markets, to break down the growing use of 1031 exchange securities in oil and gas. They discuss the structure, process, return metrics, options to assess, income variability, and more. Tune in to hear this unique and emerging perspective.

The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this series available solely for informational purposes. 

The series are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA. 

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff. 

By using the series, you agree that you will not rely on the series and any reliance of the series is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the series. 

The information in the series should also not be viewed as industry guidelines or standards.  

The series does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the series are appropriate and legal in your jurisdiction.

]]> Alternative & Direct Investment Securities Association Buzzsprout-18707355 Wed, 18 Feb 2026 11:00:00 -0800 758 11 6 full false S11 E5 - Inside the Oil & Gas Resurgence S11 E5 - Inside the Oil & Gas Resurgence Interest in oil and gas alternative investments has accelerated in recent years. In this episode, Sam Irvani, chief investment officer at Waveland Energy Partners, joins Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, to discuss what’s driving renewed momentum, how improved sponsor discipline and geologic selection support capital protection, and why renewable and traditional energy must coexist. Irvani also explains the role of non-operated investments and outlines the opportunities oil and gas may offer advisors and high-net-worth investors today.

The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this series available solely for informational purposes. 

The series are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA. 

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff. 

By using the series, you agree that you will not rely on the series and any reliance of the series is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the series. 

The information in the series should also not be viewed as industry guidelines or standards.  

The series does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the series are appropriate and legal in your jurisdiction.

]]> Interest in oil and gas alternative investments has accelerated in recent years. In this episode, Sam Irvani, chief investment officer at Waveland Energy Partners, joins Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, to discuss what’s driving renewed momentum, how improved sponsor discipline and geologic selection support capital protection, and why renewable and traditional energy must coexist. Irvani also explains the role of non-operated investments and outlines the opportunities oil and gas may offer advisors and high-net-worth investors today.

The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this series available solely for informational purposes. 

The series are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA. 

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff. 

By using the series, you agree that you will not rely on the series and any reliance of the series is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the series. 

The information in the series should also not be viewed as industry guidelines or standards.  

The series does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the series are appropriate and legal in your jurisdiction.

]]> Alternative & Direct Investment Securities Association Buzzsprout-18624540 Wed, 04 Feb 2026 07:00:00 -0800 869 11 5 full false S11 E4 - NAV REITs in Focus: Limited Liquidity, Valuation, and Advisor Considerations S11 E4 - NAV REITs in Focus: Limited Liquidity, Valuation, and Advisor Considerations This episode of Focus on Alternatives conversation offers an educational look at how NAV REITs fit into today’s real estate landscape. Dwight Dunton, CEO of Bonaventure, joins Greg Mausz, ADISA director and senior managing director with Skyway Capital Markets, to explain how NAV REITs handle ongoing valuations, incorporate limited-liquidity features, and function within advisory accounts. Dunton discusses diversification considerations, the importance of understanding limited liquidity, how valuation practices affect RIAs, and what advisors should examine when evaluating different NAV REIT structures.

The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this series available solely for informational purposes. 

The series are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA. 

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff. 

By using the series, you agree that you will not rely on the series and any reliance of the series is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the series. 

The information in the series should also not be viewed as industry guidelines or standards.  

The series does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the series are appropriate and legal in your jurisdiction.

]]> This episode of Focus on Alternatives conversation offers an educational look at how NAV REITs fit into today’s real estate landscape. Dwight Dunton, CEO of Bonaventure, joins Greg Mausz, ADISA director and senior managing director with Skyway Capital Markets, to explain how NAV REITs handle ongoing valuations, incorporate limited-liquidity features, and function within advisory accounts. Dunton discusses diversification considerations, the importance of understanding limited liquidity, how valuation practices affect RIAs, and what advisors should examine when evaluating different NAV REIT structures.

The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this series available solely for informational purposes. 

The series are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA. 

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff. 

By using the series, you agree that you will not rely on the series and any reliance of the series is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the series. 

The information in the series should also not be viewed as industry guidelines or standards.  

The series does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the series are appropriate and legal in your jurisdiction.

]]> Alternative & Direct Investment Securities Association Buzzsprout-18542115 Tue, 20 Jan 2026 11:00:00 -0800 881 11 4 full false S11 E3 - Allocating to Alternatives: A Goals-Based Approach S11 E3 - Allocating to Alternatives: A Goals-Based Approach Alternatives have become mainstream and are now considered an essential part of a portfolio. In this episode, Sylvia Kwan, CEO and CIO of Ellevest, joins Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, to discuss why alternatives have become essential in modern portfolios and why advisors should begin with client goals before selecting strategies. Kwan explains the benefits of a goals-based framework, addresses misconceptions around alternatives, and more. 

The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this series available solely for informational purposes. 

The series are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA. 

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff. 

By using the series, you agree that you will not rely on the series and any reliance of the series is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the series. 

The information in the series should also not be viewed as industry guidelines or standards.  

The series does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the series are appropriate and legal in your jurisdiction.

]]> Alternatives have become mainstream and are now considered an essential part of a portfolio. In this episode, Sylvia Kwan, CEO and CIO of Ellevest, joins Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, to discuss why alternatives have become essential in modern portfolios and why advisors should begin with client goals before selecting strategies. Kwan explains the benefits of a goals-based framework, addresses misconceptions around alternatives, and more. 

The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this series available solely for informational purposes. 

The series are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA. 

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff. 

By using the series, you agree that you will not rely on the series and any reliance of the series is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the series. 

The information in the series should also not be viewed as industry guidelines or standards.  

The series does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the series are appropriate and legal in your jurisdiction.

]]> Alternative & Direct Investment Securities Association Buzzsprout-18464498 Tue, 06 Jan 2026 12:00:00 -0800 680 11 3 full false S11 E2 - Oil & Gas as an Alternative Investment: Creating Value Beyond the Barrel S11 E2 - Oil & Gas as an Alternative Investment: Creating Value Beyond the Barrel In this episode, Chad Willis, co-founder and manager of Renaissance Growth Partners, unpacks the full spectrum of oil and gas investing: income programs, working interests, producing properties, and more, with Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets. Learn how advancements in data and technology have transformed the sector, what misconceptions persist, and why oil and gas can serve as a powerful diversifier with unique tax benefits and income potential.

The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this series available solely for informational purposes. 

The series are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA. 

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff. 

By using the series, you agree that you will not rely on the series and any reliance of the series is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the series. 

The information in the series should also not be viewed as industry guidelines or standards.  

The series does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the series are appropriate and legal in your jurisdiction.

]]> In this episode, Chad Willis, co-founder and manager of Renaissance Growth Partners, unpacks the full spectrum of oil and gas investing: income programs, working interests, producing properties, and more, with Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets. Learn how advancements in data and technology have transformed the sector, what misconceptions persist, and why oil and gas can serve as a powerful diversifier with unique tax benefits and income potential.

The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this series available solely for informational purposes. 

The series are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA. 

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff. 

By using the series, you agree that you will not rely on the series and any reliance of the series is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the series. 

The information in the series should also not be viewed as industry guidelines or standards.  

The series does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the series are appropriate and legal in your jurisdiction.

]]> Alternative & Direct Investment Securities Association Buzzsprout-18366698 Tue, 16 Dec 2025 12:00:00 -0800 659 11 2 full false S11E1 - Roth Conversions: Timing, Tax & Strategy S11E1 - Roth Conversions: Timing, Tax & Strategy Roth conversions can create powerful tax-free growth potential when done strategically. In this episode, Matt Chancey, founder of Tax Alpha Strategies, sits down with Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, to explain how real estate investment, especially development projects, can help reduce taxes through discounts and timing. Learn how investors are using private real estate, diversification, and multi-year planning to make smarter, more efficient Roth conversions.

 

The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this series available solely for informational purposes. 

The series are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA. 

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff. 

By using the series, you agree that you will not rely on the series and any reliance of the series is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the series. 

The information in the series should also not be viewed as industry guidelines or standards.  

The series does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the series are appropriate and legal in your jurisdiction.

  

]]> Roth conversions can create powerful tax-free growth potential when done strategically. In this episode, Matt Chancey, founder of Tax Alpha Strategies, sits down with Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, to explain how real estate investment, especially development projects, can help reduce taxes through discounts and timing. Learn how investors are using private real estate, diversification, and multi-year planning to make smarter, more efficient Roth conversions.

 

The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this series available solely for informational purposes. 

The series are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA. 

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff. 

By using the series, you agree that you will not rely on the series and any reliance of the series is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the series. 

The information in the series should also not be viewed as industry guidelines or standards.  

The series does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the series are appropriate and legal in your jurisdiction.

  

]]> Alternative & Direct Investment Securities Association Buzzsprout-18294021 Wed, 03 Dec 2025 10:00:00 -0800 791 11 1 full false S10E6 - Embracing Digital Transformation in Alternative Investments S10E6 - Embracing Digital Transformation in Alternative Investments As technology rapidly evolves, sponsors must adapt to better serve their clients. Join Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, and Aaron Pollak, founder and CEO of VENTURE.co, for a discussion on the technological trends reshaping today’s investment landscape. 


The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available solely for informational purposes.

The podcasts are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance of the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast.

The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> As technology rapidly evolves, sponsors must adapt to better serve their clients. Join Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, and Aaron Pollak, founder and CEO of VENTURE.co, for a discussion on the technological trends reshaping today’s investment landscape. 


The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available solely for informational purposes.

The podcasts are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance of the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast.

The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> Alternative & Direct Investment Securities Association Buzzsprout-17613563 Tue, 05 Aug 2025 11:00:00 -0700 582 Investing, Alternative investing, Direct investments, REIT, 1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing 10 6 full false S10E5 - The Data Center Boom: AI, Real Estate & Sustainability S10E5 - The Data Center Boom: AI, Real Estate & Sustainability As data usage skyrockets, data centers have become one of the most in-demand real estate sectors today. Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, and Gael Ragone, president at Carter Funds, outline the four main types of data centers and dive into key trends, including the impact of AI, hyperscale growth and sustainability. Listen now!


The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available solely for informational purposes.

The podcasts are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance of the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast.

The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> As data usage skyrockets, data centers have become one of the most in-demand real estate sectors today. Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, and Gael Ragone, president at Carter Funds, outline the four main types of data centers and dive into key trends, including the impact of AI, hyperscale growth and sustainability. Listen now!


The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available solely for informational purposes.

The podcasts are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance of the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast.

The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> Alternative & Direct Investment Securities Association Buzzsprout-17548208 Wed, 23 Jul 2025 07:00:00 -0700 869 Investing, Alternative investing, Direct investments, REIT, 1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing 10 5 full false S10E4 - Making AI Work for Financial Professionals S10E4 - Making AI Work for Financial Professionals Artificial intelligence is transforming financial services, but how can advisors separate practical application from overhyped buzz? In this episode, Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, talks with David Itzkovits, co-founder of Optimal AdvisorAI, about why financial professionals might benefit from exploring AI use cases to save time, identify the most effective tools for their goals, create connections, and more.


The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available solely for informational purposes.

The podcasts are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance of the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast.

The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> Artificial intelligence is transforming financial services, but how can advisors separate practical application from overhyped buzz? In this episode, Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, talks with David Itzkovits, co-founder of Optimal AdvisorAI, about why financial professionals might benefit from exploring AI use cases to save time, identify the most effective tools for their goals, create connections, and more.


The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available solely for informational purposes.

The podcasts are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance of the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast.

The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> Alternative & Direct Investment Securities Association Buzzsprout-17465824 Wed, 09 Jul 2025 08:00:00 -0700 1216 Investing, Alternative investing, Direct investments, REIT, 1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing 10 4 full false S10E3 - Megatrends Reshaping Infrastructure Investing S10E3 - Megatrends Reshaping Infrastructure Investing Energy and digital needs are evolving rapidly worldwide, and infrastructure must adapt to keep pace. In this episode, Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, is joined by Michael Underhill, ADISA director, chief investment officer and chief executive officer at Capital Innovations, and author of “The Handbook of Infrastructure Investing.” Together, they discuss the three major megatrends reshaping infrastructure today and where investors may find opportunities. 


The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available solely for informational purposes.

The podcasts are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance of the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast.

The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> Energy and digital needs are evolving rapidly worldwide, and infrastructure must adapt to keep pace. In this episode, Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, is joined by Michael Underhill, ADISA director, chief investment officer and chief executive officer at Capital Innovations, and author of “The Handbook of Infrastructure Investing.” Together, they discuss the three major megatrends reshaping infrastructure today and where investors may find opportunities. 


The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available solely for informational purposes.

The podcasts are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance of the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast.

The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> Alternative & Direct Investment Securities Association Buzzsprout-17359333 Tue, 24 Jun 2025 08:00:00 -0700 854 Investing, Alternative investing, Direct investments, REIT, 1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing 10 3 full false S10E2 - Navigating 1031 and 721 Exchanges S10E2 - Navigating 1031 and 721 Exchanges Both 1031 and 721 Exchanges have been valuable tools in real estate investing for decades. But how do they differ, and how can advisors best leverage them for their clients? In this episode, Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, welcomes back Warren Thomas, managing partner at ExchangeRight. Together, they explore the key similarities and differences between 1031 and 721 Exchanges, when each might be appropriate for certain investors, and other strategic considerations that every advisor should know. 


The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available solely for informational purposes.

The podcasts are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance of the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast.

The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> Both 1031 and 721 Exchanges have been valuable tools in real estate investing for decades. But how do they differ, and how can advisors best leverage them for their clients? In this episode, Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, welcomes back Warren Thomas, managing partner at ExchangeRight. Together, they explore the key similarities and differences between 1031 and 721 Exchanges, when each might be appropriate for certain investors, and other strategic considerations that every advisor should know. 


The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available solely for informational purposes.

The podcasts are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance of the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast.

The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> Alternative & Direct Investment Securities Association Buzzsprout-17289207 Tue, 10 Jun 2025 09:00:00 -0700 925 Investing, Alternative investing, Direct investments, REIT, 1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing 10 2 full false S10E1 - Senior Housing Unpacked: Strategy, Demand & Opportunity S10E1 - Senior Housing Unpacked: Strategy, Demand & Opportunity Senior housing is more than just real estate; it’s a resilient, needs-based investment opportunity that’s gaining attention. In this episode, Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, sits down with Jade Miller, immediate past-president of ADISA and president of capital markets at Bourne Financial Group, to break down the nuances of the sector. From the different types of senior living communities to the evolving impact of the pandemic, they explore what makes this asset class stand out, and how investors can approach it thoughtfully and strategically.

Tune in to learn:

• What defines senior housing as a needs-based investment

• The spectrum of senior living options, from independent to memory care

• Post-pandemic insights and operational lessons

• What to consider when evaluating senior housing as part of an alternative investment portfolio


The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available solely for informational purposes.

The podcasts are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance of the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast.

The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> Senior housing is more than just real estate; it’s a resilient, needs-based investment opportunity that’s gaining attention. In this episode, Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, sits down with Jade Miller, immediate past-president of ADISA and president of capital markets at Bourne Financial Group, to break down the nuances of the sector. From the different types of senior living communities to the evolving impact of the pandemic, they explore what makes this asset class stand out, and how investors can approach it thoughtfully and strategically.

Tune in to learn:

• What defines senior housing as a needs-based investment

• The spectrum of senior living options, from independent to memory care

• Post-pandemic insights and operational lessons

• What to consider when evaluating senior housing as part of an alternative investment portfolio


The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available solely for informational purposes.

The podcasts are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance of the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast.

The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> Alternative & Direct Investment Securities Association Buzzsprout-17236362 Tue, 27 May 2025 14:00:00 -0700 885 Investing, Alternative investing, Direct investments, REIT, 1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing 10 1 full false S9E11 - The Growing Momentum of Alternative Investments S9E11 - The Growing Momentum of Alternative Investments Alternative investments have seemingly exploded in popularity in recent years as investors seek opportunities beyond traditional asset classes. Listen in with Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, and David Bodamer, investments editor at WealthManagement.com, as they highlight different trends in alternative investments and the different fund types, the possible benefits of alternative investments in a portfolio versus a traditional 60-40 portfolio, and the various challenges advisors face when starting and working with alternative investments.

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Disclaimer
The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available to you as a current member of ADISA. The podcast is provided to ADISA members solely for informational purposes.

The podcast presentations are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, expressed or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance on the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast. The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> Alternative investments have seemingly exploded in popularity in recent years as investors seek opportunities beyond traditional asset classes. Listen in with Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, and David Bodamer, investments editor at WealthManagement.com, as they highlight different trends in alternative investments and the different fund types, the possible benefits of alternative investments in a portfolio versus a traditional 60-40 portfolio, and the various challenges advisors face when starting and working with alternative investments.

--------------------------------------------------------------------------------------------


Disclaimer
The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available to you as a current member of ADISA. The podcast is provided to ADISA members solely for informational purposes.

The podcast presentations are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, expressed or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance on the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast. The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> Alternative & Direct Investment Securities Association Buzzsprout-17199155 Tue, 20 May 2025 14:00:00 -0700 1163 Investing, Alternative investing, Direct investments, REIT, 1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing 9 11 full false S9E10 - Navigating Capital Raise as a New Sponsor S9E10 - Navigating Capital Raise as a New Sponsor When a sponsor enters the retail channel, they are faced with a number of challenges and opportunities. Join Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, and Heidi Wheatley, founder of Sponsor Growth Solutions, as they discuss the key benefits of the retail channel, how sponsors may know they’re ready to enter the retail space, common mistakes that emerging sponsors should avoid, and important resources available. 


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Disclaimer
The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available to you as a current member of ADISA. The podcast is provided to ADISA members solely for informational purposes.

The podcast presentations are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, expressed or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance on the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast. The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> When a sponsor enters the retail channel, they are faced with a number of challenges and opportunities. Join Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, and Heidi Wheatley, founder of Sponsor Growth Solutions, as they discuss the key benefits of the retail channel, how sponsors may know they’re ready to enter the retail space, common mistakes that emerging sponsors should avoid, and important resources available. 


--------------------------------------------------------------------------------------------


Disclaimer
The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available to you as a current member of ADISA. The podcast is provided to ADISA members solely for informational purposes.

The podcast presentations are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, expressed or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance on the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast. The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> Alternative & Direct Investment Securities Association Buzzsprout-17147853 Tue, 13 May 2025 10:00:00 -0700 835 Investing, Alternative investing, Direct investments, REIT, 1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing 9 10 full true S9E9 - Direct Investments Drive the Economy S9E9 - Direct Investments Drive the Economy Sponsors are looking for capital formation. They have an idea, whether it’s a project or a property, but they need capital to make that idea grow. In this episode, Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, and Kyle Kadish, ADISA director and director of capital markets at IBN Financial Services, discuss different capital raising strategies, different functions that investments may provide in a portfolio and much more. Check it out!


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Disclaimer
The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available to you as a current member of ADISA. The podcast is provided to ADISA members solely for informational purposes.

The podcast presentations are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, expressed or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance on the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast. The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> Sponsors are looking for capital formation. They have an idea, whether it’s a project or a property, but they need capital to make that idea grow. In this episode, Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, and Kyle Kadish, ADISA director and director of capital markets at IBN Financial Services, discuss different capital raising strategies, different functions that investments may provide in a portfolio and much more. Check it out!


--------------------------------------------------------------------------------------------


Disclaimer
The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available to you as a current member of ADISA. The podcast is provided to ADISA members solely for informational purposes.

The podcast presentations are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, expressed or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance on the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast. The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> Alternative & Direct Investment Securities Association Buzzsprout-17068303 Tue, 29 Apr 2025 15:00:00 -0700 459 Investing, Alternative investing, Direct investments, REIT, 1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing 9 9 full false S9E8 - The Life Cycle of an Alternative Investment S9E8 - The Life Cycle of an Alternative Investment Host Greg Mausz, senior managing director at Skyway Capital Markets and ADISA director, and Douglas Blake, managing director of investment solutions at Kingswood U.S., explore the comprehensive journey of an alternative investment.

This episode outlines the lifecycle of an alternative investment, covering everything from the sponsor's role and due diligence to ongoing monitoring and eventual exit strategies. They stress the importance of understanding each phase of the investment process, highlighting how a holistic approach is essential for making informed decisions and managing risks effectively.


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Disclaimer
The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available to you as a current member of ADISA. The podcast is provided to ADISA members solely for informational purposes.

The podcast presentations are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, expressed or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance on the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast. The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> Host Greg Mausz, senior managing director at Skyway Capital Markets and ADISA director, and Douglas Blake, managing director of investment solutions at Kingswood U.S., explore the comprehensive journey of an alternative investment.

This episode outlines the lifecycle of an alternative investment, covering everything from the sponsor's role and due diligence to ongoing monitoring and eventual exit strategies. They stress the importance of understanding each phase of the investment process, highlighting how a holistic approach is essential for making informed decisions and managing risks effectively.


--------------------------------------------------------------------------------------------


Disclaimer
The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available to you as a current member of ADISA. The podcast is provided to ADISA members solely for informational purposes.

The podcast presentations are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, expressed or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance on the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast. The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> Alternative & Direct Investment Securities Association Buzzsprout-16939674 Mon, 14 Apr 2025 13:00:00 -0700 974 Investing, Alternative investing, Direct investments, REIT, 1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing 9 8 full false S9E7 - Investing In Senior Secured Loans Through '40 Act Collateralized Loan Obligation Funds S9E7 - Investing In Senior Secured Loans Through '40 Act Collateralized Loan Obligation Funds Interest in collateralized loan obligations (“CLOs”) has risen in recent years, on both the institutional and retail sides. In this episode, Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, and Brian Aleksa, vice president at Oxford Funds, discuss what senior secured loans are, how they are used to create CLOs and even portfolio management techniques that managers may use to create alpha and mitigate risks. Join the conversation today and learn more about the possible benefits of CLOs.


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Disclaimer
The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available to you as a current member of ADISA. The podcast is provided to ADISA members solely for informational purposes.

The podcast presentations are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, expressed or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance on the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast. The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> Interest in collateralized loan obligations (“CLOs”) has risen in recent years, on both the institutional and retail sides. In this episode, Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, and Brian Aleksa, vice president at Oxford Funds, discuss what senior secured loans are, how they are used to create CLOs and even portfolio management techniques that managers may use to create alpha and mitigate risks. Join the conversation today and learn more about the possible benefits of CLOs.


--------------------------------------------------------------------------------------------


Disclaimer
The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available to you as a current member of ADISA. The podcast is provided to ADISA members solely for informational purposes.

The podcast presentations are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, expressed or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance on the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast. The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> Alternative & Direct Investment Securities Association Buzzsprout-16901266 Tue, 01 Apr 2025 17:00:00 -0700 778 Investing, Alternative investing, Direct investments, REIT, 1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing 9 7 full false S9E6 - The Role and Purpose of Transfer Agents S9E6 - The Role and Purpose of Transfer Agents In the public markets, a transfer agent’s role may be straightforward, but how do they fit in in the alternative investments space? Join Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, and Kevin Brennan, executive vice president of equity services at Computershare, as they discuss how transfer agents function in the alts sector, how transfer agents differ from custodians and much more. Watch now!



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Disclaimer
The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available to you as a current member of ADISA. The podcast is provided to ADISA members solely for informational purposes.

The podcast presentations are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, expressed or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance on the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast. The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> In the public markets, a transfer agent’s role may be straightforward, but how do they fit in in the alternative investments space? Join Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, and Kevin Brennan, executive vice president of equity services at Computershare, as they discuss how transfer agents function in the alts sector, how transfer agents differ from custodians and much more. Watch now!



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Disclaimer
The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available to you as a current member of ADISA. The podcast is provided to ADISA members solely for informational purposes.

The podcast presentations are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, expressed or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance on the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast. The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> Alternative & Direct Investment Securities Association Buzzsprout-16819540 Tue, 18 Mar 2025 16:00:00 -0700 626 Investing, Alternative investing, Direct investments, REIT, 1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing 9 6 full false S9E5 - The Key to Longevity as a Sponsor - DST Business Case S9E5 - The Key to Longevity as a Sponsor - DST Business Case What are the attributes of a high-quality sponsor, and how do Delaware statutory trust sponsors differ from other sponsors? Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, and Adriana Olsen, national sales manager and senior vice president of marketing at Passco Companies, discuss all things related to DSTs and their sponsors, including track record, asset classes and much more.


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Disclaimer
The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available to you as a current member of ADISA. The podcast is provided to ADISA members solely for informational purposes.

The podcast presentations are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, expressed or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance on the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast. The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the video are appropriate and legal in your jurisdiction.

]]> What are the attributes of a high-quality sponsor, and how do Delaware statutory trust sponsors differ from other sponsors? Greg Mausz, ADISA director and senior managing director at Skyway Capital Markets, and Adriana Olsen, national sales manager and senior vice president of marketing at Passco Companies, discuss all things related to DSTs and their sponsors, including track record, asset classes and much more.


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Disclaimer
The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available to you as a current member of ADISA. The podcast is provided to ADISA members solely for informational purposes.

The podcast presentations are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, expressed or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance on the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast. The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the video are appropriate and legal in your jurisdiction.

]]> Alternative & Direct Investment Securities Association Buzzsprout-16740416 Wed, 05 Mar 2025 10:00:00 -0800 678 Investing, Alternative investing, Direct investments, REIT, 1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing 9 5 full false S9E4 - Why and How to Invest in Manufactured Housing S9E4 - Why and How to Invest in Manufactured Housing With a rich history, manufactured housing has a compelling backstory. In this episode, Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, and Michael Anise, CEO and co-founder of FG Communities, delve into the evolution of manufactured housing with its impact on the current housing market and why investors should consider this often-overlooked sector. 



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Disclaimer
The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available to you as a current member of ADISA. The podcast is provided to ADISA members solely for informational purposes.

The podcast presentations are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, expressed or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance on the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast. The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the video are appropriate and legal in your jurisdiction.

]]> With a rich history, manufactured housing has a compelling backstory. In this episode, Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, and Michael Anise, CEO and co-founder of FG Communities, delve into the evolution of manufactured housing with its impact on the current housing market and why investors should consider this often-overlooked sector. 



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Disclaimer
The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available to you as a current member of ADISA. The podcast is provided to ADISA members solely for informational purposes.

The podcast presentations are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, expressed or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance on the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast. The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the video are appropriate and legal in your jurisdiction.

]]> Alternative & Direct Investment Securities Association Buzzsprout-16649481 Tue, 18 Feb 2025 14:00:00 -0800 696 Investing, Alternative investing, Direct investments, REIT, 1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing 9 4 full false S9E3 - Key Drivers for Natural Gas & The Broader Market S9E3 - Key Drivers for Natural Gas & The Broader Market The oil and gas market is often a hot topic in alternative investments. Tune in as Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, discusses key topics in the oil and gas markets with Jeffrey Slotterback, chief financial officer at WhiteHawk Energy, including market drivers, artificial intelligence and technology, and the electrification of everything.



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Disclaimer
The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available to you as a current member of ADISA. The podcast is provided to ADISA members solely for informational purposes.

The podcast presentations are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, expressed or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance on the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast. The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the video are appropriate and legal in your jurisdiction.

]]> The oil and gas market is often a hot topic in alternative investments. Tune in as Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, discusses key topics in the oil and gas markets with Jeffrey Slotterback, chief financial officer at WhiteHawk Energy, including market drivers, artificial intelligence and technology, and the electrification of everything.



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Disclaimer
The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available to you as a current member of ADISA. The podcast is provided to ADISA members solely for informational purposes.

The podcast presentations are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, expressed or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance on the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast. The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the video are appropriate and legal in your jurisdiction.

]]> Alternative & Direct Investment Securities Association Buzzsprout-16564306 Tue, 04 Feb 2025 14:00:00 -0800 688 Investing, Alternative investing, Direct investments, REIT, 1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing 9 3 full false S9E2 - State of Residential Real Estate - Multifamily, Single-Family Rental (SFR) & Build-to-Rent (BTR) S9E2 - State of Residential Real Estate - Multifamily, Single-Family Rental (SFR) & Build-to-Rent (BTR) Residential real estate is a popular investment property, but the marketplace is always evolving. Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, and Paul Richards, director at NexPoint Advisors, discuss current trends in the residential real estate market, including multifamily, single-family rentals, and build-to-rent properties. What is the current state of supply and demand? Where are the best acquisition opportunities? What challenges and opportunities are present in the market? Get the answers to these questions and more in this video. Listen now!


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Disclaimer
The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available to you as a current member of ADISA. The podcast is provided to ADISA members solely for informational purposes.

The podcast presentations are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, expressed or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance on the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast. The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the video are appropriate and legal in your jurisdiction.

]]> Residential real estate is a popular investment property, but the marketplace is always evolving. Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, and Paul Richards, director at NexPoint Advisors, discuss current trends in the residential real estate market, including multifamily, single-family rentals, and build-to-rent properties. What is the current state of supply and demand? Where are the best acquisition opportunities? What challenges and opportunities are present in the market? Get the answers to these questions and more in this video. Listen now!


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Disclaimer
The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available to you as a current member of ADISA. The podcast is provided to ADISA members solely for informational purposes.

The podcast presentations are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, expressed or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance on the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast. The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the video are appropriate and legal in your jurisdiction.

]]> Alternative & Direct Investment Securities Association Buzzsprout-16484694 Wed, 22 Jan 2025 10:00:00 -0800 750 Investing, Alternative investing, Direct investments, REIT, 1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing 9 2 full false S9E1 - Key Regulatory Updates for Broker-Dealers, RIAs and Advisors S9E1 - Key Regulatory Updates for Broker-Dealers, RIAs and Advisors What's on the horizon for alternative investment regulations? Find out from Greg Mausz, chief operating officer and senior managing director at Skyway Capital Markets; and John Grady, ADISA president and co-chair of the legislative and regulatory committee, and chief operating officer and general counsel at ABR Dynamic Funds, as they discuss key legislative and regulatory developments, potential challenges and opportunities. Watch now to stay informed!


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Disclaimer
The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available to you as a current member of ADISA. The podcast is provided to ADISA members solely for informational purposes.

The podcast presentations are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, expressed or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance on the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast. The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the video are appropriate and legal in your jurisdiction.

]]> What's on the horizon for alternative investment regulations? Find out from Greg Mausz, chief operating officer and senior managing director at Skyway Capital Markets; and John Grady, ADISA president and co-chair of the legislative and regulatory committee, and chief operating officer and general counsel at ABR Dynamic Funds, as they discuss key legislative and regulatory developments, potential challenges and opportunities. Watch now to stay informed!


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Disclaimer
The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available to you as a current member of ADISA. The podcast is provided to ADISA members solely for informational purposes.

The podcast presentations are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, expressed or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance on the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast. The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the video are appropriate and legal in your jurisdiction.

]]> Alternative & Direct Investment Securities Association Buzzsprout-16311275 Thu, 02 Jan 2025 09:00:00 -0800 479 ADISA, investing, alternativeinvestments, advocacy 9 1 full false S8E7 - Demystifying Alts: Dive into Today's Trending Alternative Investment Strategies S8E7 - Demystifying Alts: Dive into Today's Trending Alternative Investment Strategies Alternative investments are perhaps more popular today than ever before. Listen in with Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, and Mat Dellorso, managing director of the SEI Altigo Platform, as they discuss many of the exciting trends in alternative investments today. Learn about the growing demand for alternatives, how investors may benefit from alts, and much more. Don’t miss this one!

The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available solely for informational purposes.

The podcasts are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance of the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast.

The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> Alternative investments are perhaps more popular today than ever before. Listen in with Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, and Mat Dellorso, managing director of the SEI Altigo Platform, as they discuss many of the exciting trends in alternative investments today. Learn about the growing demand for alternatives, how investors may benefit from alts, and much more. Don’t miss this one!

The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available solely for informational purposes.

The podcasts are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance of the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast.

The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> Alternative & Direct Investment Securities Association Buzzsprout-15424979 Tue, 30 Jul 2024 11:00:00 -0700 643 Investing, Alternative investing, Direct investments, REIT, 1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing 8 7 full false S8E6 - The BDC Opportunity: Uncovering the Potential of Business Development Companies S8E6 - The BDC Opportunity: Uncovering the Potential of Business Development Companies How crucial are business development companies today? Join Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, and John Kent, head of capital markets at The Gladstone Companies, and learn more about business development companies. Discover how they impact the economy, the current state of financing for private companies, and why BDCs might be more important today than ever before.

The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available solely for informational purposes.

The podcasts are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance of the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast.

The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> How crucial are business development companies today? Join Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, and John Kent, head of capital markets at The Gladstone Companies, and learn more about business development companies. Discover how they impact the economy, the current state of financing for private companies, and why BDCs might be more important today than ever before.

The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available solely for informational purposes.

The podcasts are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance of the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast.

The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> Alternative & Direct Investment Securities Association Buzzsprout-15424443 Tue, 16 Jul 2024 13:00:00 -0700 746 Investing, Alternative investing, Direct investments, REIT, 1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing 8 6 full false S8E5 - The RIA’s Guide to Alts: Alternative Investment Insights for RIAs S8E5 - The RIA’s Guide to Alts: Alternative Investment Insights for RIAs Could alts help your business stand out in a crowded market? Tune in with Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, and Rajeev Kotyan, principal and co-founder of Innovative Advisory Group, as they discuss how RIAs might apply alternative investments in their businesses. Learn more about how RIAs may use alternative investments to differentiate their practice, the possible benefits of alts, and how to get started with alts today. 

The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available solely for informational purposes. 

The podcasts are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance of the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast.

The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> Could alts help your business stand out in a crowded market? Tune in with Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, and Rajeev Kotyan, principal and co-founder of Innovative Advisory Group, as they discuss how RIAs might apply alternative investments in their businesses. Learn more about how RIAs may use alternative investments to differentiate their practice, the possible benefits of alts, and how to get started with alts today. 

The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available solely for informational purposes. 

The podcasts are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance of the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast.

The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> Alternative & Direct Investment Securities Association Buzzsprout-15344497 Mon, 01 Jul 2024 14:00:00 -0700 1095 Investing, Alternative investing, Direct investments, REIT, 1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing 8 5 full false S8E4 - The Industrial Evolution: The New Landscape of Industrial Investing S8E4 - The Industrial Evolution: The New Landscape of Industrial Investing Today’s industrial real estate is evolving. Listen in with Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, and David Leavitt, partner, general counsel, and head of strategy at Elmtree Funds and learn more about the modern state of industrial real estate. Discover the different types of industrial real estate, the possible benefits and challenges of investing in industrial real estate, and much more. Check it out now.

The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available solely for informational purposes.

The podcasts are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance of the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast.

The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> Today’s industrial real estate is evolving. Listen in with Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, and David Leavitt, partner, general counsel, and head of strategy at Elmtree Funds and learn more about the modern state of industrial real estate. Discover the different types of industrial real estate, the possible benefits and challenges of investing in industrial real estate, and much more. Check it out now.

The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available solely for informational purposes.

The podcasts are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance of the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast.

The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> Alternative & Direct Investment Securities Association Buzzsprout-15227737 Tue, 18 Jun 2024 09:00:00 -0700 775 Investing, Alternative investing, Direct investments, REIT, 1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing 8 4 full false S8E3 - Reg D, DSTs, & REITs, Oh My! Understanding Alternative Product & Legal Structures S8E3 - Reg D, DSTs, & REITs, Oh My! Understanding Alternative Product & Legal Structures Are you aware of the different product and legal structures available for alts today? Listen in with Greg Mausz, chief operating officer and senior managing director at Skyway Capital Markets, and Jason Plucinak, partner and vice-president of corporate finance at Legion Capital and discover some of the many options available in today’s alternative market. Learn the differences between product structure and legal structure, the different registration types, and the challenges and possible benefits of each structure. Tune in now.

The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available solely for informational purposes.

The podcasts are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance of the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast.

The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> Are you aware of the different product and legal structures available for alts today? Listen in with Greg Mausz, chief operating officer and senior managing director at Skyway Capital Markets, and Jason Plucinak, partner and vice-president of corporate finance at Legion Capital and discover some of the many options available in today’s alternative market. Learn the differences between product structure and legal structure, the different registration types, and the challenges and possible benefits of each structure. Tune in now.

The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available solely for informational purposes.

The podcasts are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance of the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast.

The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> Alternative & Direct Investment Securities Association Buzzsprout-15199473 Wed, 05 Jun 2024 10:00:00 -0700 1037 Investing, Alternative investing, Direct investments, REIT, 1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing 8 3 full false S8E2 - Fueling Your Portfolio: Exploring Natural Gas Investments S8E2 - Fueling Your Portfolio: Exploring Natural Gas Investments Energy and natural gas are hot topics in today’s alternatives investments industry. Join Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, and Woody Soemantoro, executive vice president of due diligence, national accounts at MDS Energy Development, as they discuss the current state of the natural gas market. Learn more about what’s driving the market, how politics may play a factor, and even how the weather can affect natural gas. Listen today.

The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available solely for informational purposes.

The podcasts are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance of the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast.

The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> Energy and natural gas are hot topics in today’s alternatives investments industry. Join Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, and Woody Soemantoro, executive vice president of due diligence, national accounts at MDS Energy Development, as they discuss the current state of the natural gas market. Learn more about what’s driving the market, how politics may play a factor, and even how the weather can affect natural gas. Listen today.

The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available solely for informational purposes.

The podcasts are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance of the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast.

The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> Alternative & Direct Investment Securities Association Buzzsprout-15104177 Mon, 20 May 2024 14:00:00 -0700 1224 Investing, Alternative investing, Direct investments, REIT, 1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing 8 2 full false S8E1 - Alt-Ed: Discovering Educational Resources for Alternative Investments S8E1 - Alt-Ed: Discovering Educational Resources for Alternative Investments Understanding the alternative investments space is vital for financial professionals. Join Greg Mausz, chief operating officer and senior managing director at Skyway Capital Markets, and Stephen F. Lovell, president of Lovell Wealth Management, as they discuss the many educational resources available for today’s alternative investment managers. Learn why education is crucial in today’s regulatory environment, how to get started or expand your education, and much more. Check it out now.

Resources:

ADISA – Resource Library

ADISA – Guide to Alternative Investments

UniFi by CAIA

J.P. Morgan Asset Management– Guide to the Markets

J.P. Morgan Asset Management – Guide to Alternatives

Apollo Academy

Inland Academy

The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available solely for informational purposes.

The podcasts are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance of the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast.

The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> Understanding the alternative investments space is vital for financial professionals. Join Greg Mausz, chief operating officer and senior managing director at Skyway Capital Markets, and Stephen F. Lovell, president of Lovell Wealth Management, as they discuss the many educational resources available for today’s alternative investment managers. Learn why education is crucial in today’s regulatory environment, how to get started or expand your education, and much more. Check it out now.

Resources:

ADISA – Resource Library

ADISA – Guide to Alternative Investments

UniFi by CAIA

J.P. Morgan Asset Management– Guide to the Markets

J.P. Morgan Asset Management – Guide to Alternatives

Apollo Academy

Inland Academy

The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this podcast available solely for informational purposes.

The podcasts are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.

Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.

By using the podcast, you agree that you will not rely on the podcast and any reliance of the podcast is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast.

The information in the podcast should also not be viewed as industry guidelines or standards. 

The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction.

]]> Alternative & Direct Investment Securities Association Buzzsprout-15062603 Mon, 13 May 2024 15:00:00 -0700 940 Investing, Alternative investing, Direct investments, REIT, 1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing 8 1 full false S7E9 - Lessons Learned - How to Allocate to Alternative Investments S7E9 - Lessons Learned - How to Allocate to Alternative Investments Today, it seems as if many investors are moving on from the traditional 60/40 portfolio and are eager to add alternative investments to their portfolio, but how should one start allocating to alternatives?  

Tune in with Damon Elder, publisher of The DI Wire, and Greg Mausz, ADISA board member and chief operating officer and senior managing director at Skyway Capital Markets, as they provide an introduction to alternative investing, including how to get started with alternative assets, the potential benefits and challenges of alts, strategies, and much more.

]]> Today, it seems as if many investors are moving on from the traditional 60/40 portfolio and are eager to add alternative investments to their portfolio, but how should one start allocating to alternatives?  

Tune in with Damon Elder, publisher of The DI Wire, and Greg Mausz, ADISA board member and chief operating officer and senior managing director at Skyway Capital Markets, as they provide an introduction to alternative investing, including how to get started with alternative assets, the potential benefits and challenges of alts, strategies, and much more.

]]> Alternative & Direct Investment Securities Association Buzzsprout-14941971 Tue, 23 Apr 2024 09:00:00 -0700 561 Investing, Alternative investing, Direct investments, REIT1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing 7 9 full false S7E8 - The Latest in Everything Due Diligence S7E8 - The Latest in Everything Due Diligence Due diligence is the first –and one of the most essential—parts of the investment process. It can also be one of the most challenging.

Join Greg Mausz, chief operating officer and senior managing director at Skyway Capital Markets, and Jacob Heidkamp, co-president and principal at FactRight, as they discuss the continuing evolution of the due diligence process. Learn more about the latest regulatory updates, including Reg BI and others, along with modern resources that can support broker-dealers and RIAs in the due diligence process. 

]]> Due diligence is the first –and one of the most essential—parts of the investment process. It can also be one of the most challenging.

Join Greg Mausz, chief operating officer and senior managing director at Skyway Capital Markets, and Jacob Heidkamp, co-president and principal at FactRight, as they discuss the continuing evolution of the due diligence process. Learn more about the latest regulatory updates, including Reg BI and others, along with modern resources that can support broker-dealers and RIAs in the due diligence process. 

]]> Alternative & Direct Investment Securities Association Buzzsprout-14814968 Tue, 02 Apr 2024 11:00:00 -0700 407 Investing, Alternative investing, Direct investments, REIT1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing 7 8 full false S7E7 - The Modern Definition of Core Real Estate S7E7 - The Modern Definition of Core Real Estate Traditionally core real estate was defined as industrial, retail, office, and multifamily, but that definition may have evolved in more recent years.

Join Greg Mausz, chief operating officer and senior managing director at Skyway Capital Markets, and Keith Lampi, CEO and president at Inland Real Estate Investment Corporation, as they discuss what core real estate means in today’s market, growing niche sectors, and what trends may be emerging.

]]> Traditionally core real estate was defined as industrial, retail, office, and multifamily, but that definition may have evolved in more recent years.

Join Greg Mausz, chief operating officer and senior managing director at Skyway Capital Markets, and Keith Lampi, CEO and president at Inland Real Estate Investment Corporation, as they discuss what core real estate means in today’s market, growing niche sectors, and what trends may be emerging.

]]> Alternative & Direct Investment Securities Association Buzzsprout-14725461 Tue, 19 Mar 2024 17:00:00 -0700 350 Investing, Alternative investing, Direct investments, REIT1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing 7 7 full false S7E6 - Build-for-Rent Investing S7E6 - Build-for-Rent Investing The U.S. has been facing a housing shortage for many years now, and for many Americans, homeownership is becoming more difficult. One response to this challenge is build-for-rent (“BFR”) housing.

Join Damon Elder, publisher of The DI Wire, and Louis Rogers, founder and co-CEO of Capital Square, as they discuss BFR and how it fits into the multifamily space. Learn more about the tenant profile of BFR communities, the demand and supply profiles of BFR homes, and the possible benefits and challenges for residents, landlords, and investors.

]]> The U.S. has been facing a housing shortage for many years now, and for many Americans, homeownership is becoming more difficult. One response to this challenge is build-for-rent (“BFR”) housing.

Join Damon Elder, publisher of The DI Wire, and Louis Rogers, founder and co-CEO of Capital Square, as they discuss BFR and how it fits into the multifamily space. Learn more about the tenant profile of BFR communities, the demand and supply profiles of BFR homes, and the possible benefits and challenges for residents, landlords, and investors.

]]> Alternative & Direct Investment Securities Association Buzzsprout-14640378 Wed, 06 Mar 2024 10:00:00 -0800 980 Investing, Alternative investing, Direct investments, REIT1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing 7 6 full false S7E5 - Investing in Modern Industrial Real Estate S7E5 - Investing in Modern Industrial Real Estate When many individuals think of industrial real estate, they may think of dusty warehouses or smoke-spewing manufacturing facilities, but industrial real estate has changed dramatically in recent years.

Tune in with Damon Elder, publisher of The DI Wire, and Michael Glimcher, managing director at BGO, as they discuss modern industrial real estate – what exactly constitutes modern industrial real estate, the trends that are driving industrial real estate’s performance, and the possible challenges and opportunities in the modern industrial real estate space.

]]> When many individuals think of industrial real estate, they may think of dusty warehouses or smoke-spewing manufacturing facilities, but industrial real estate has changed dramatically in recent years.

Tune in with Damon Elder, publisher of The DI Wire, and Michael Glimcher, managing director at BGO, as they discuss modern industrial real estate – what exactly constitutes modern industrial real estate, the trends that are driving industrial real estate’s performance, and the possible challenges and opportunities in the modern industrial real estate space.

]]> Alternative & Direct Investment Securities Association Buzzsprout-14540087 Tue, 20 Feb 2024 09:00:00 -0800 825 Investing, Alternative investing, Direct investments, REIT, 1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing 7 5 full false S7E4 - Why Middle Market Real Estate Should be Part of Your Allocation S7E4 - Why Middle Market Real Estate Should be Part of Your Allocation Many individuals are familiar with middle market companies, but what is middle market real estate?

Join Greg Mausz, chief operating officer and senior managing director at Skyway Capital Markets, and Sean Hickham, managing director, capital markets at Caliber, as they discuss exactly what comprises middle market real estate, the potential advantages of asset class, and the attributes needed to manage middle market real estate. Tune in now!

]]> Many individuals are familiar with middle market companies, but what is middle market real estate?

Join Greg Mausz, chief operating officer and senior managing director at Skyway Capital Markets, and Sean Hickham, managing director, capital markets at Caliber, as they discuss exactly what comprises middle market real estate, the potential advantages of asset class, and the attributes needed to manage middle market real estate. Tune in now!

]]> Alternative & Direct Investment Securities Association Buzzsprout-14466121 Thu, 08 Feb 2024 11:00:00 -0800 328 Investing, Alternative investing, Direct investments, REIT, 1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing, 7 4 full false S7E3 - Using Strategy and Investments to Manage Taxes S7E3 - Using Strategy and Investments to Manage Taxes No one enjoys paying taxes, but with a solid strategy, investors can make the process as painless as possible.  

Tune in as Greg Mausz, chief operating officer and senior managing director at Skyway Capital, and Rusty Cagle, president and founder of ASE Private Wealth, discuss different strategies that may help investors manage their tax burden, including:

• 1031 exchanges
• Opportunity zones
• Tax planning

]]> No one enjoys paying taxes, but with a solid strategy, investors can make the process as painless as possible.  

Tune in as Greg Mausz, chief operating officer and senior managing director at Skyway Capital, and Rusty Cagle, president and founder of ASE Private Wealth, discuss different strategies that may help investors manage their tax burden, including:

• 1031 exchanges
• Opportunity zones
• Tax planning

]]> Alternative & Direct Investment Securities Association Buzzsprout-14371241 Wed, 24 Jan 2024 11:00:00 -0800 474 Investing, Alternative investing, Direct investments, REIT1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing 7 3 full false S7E2 - Profiting from Value-Add Real Estate S7E2 - Profiting from Value-Add Real Estate Value-add real estate investing is a popular topic in the alternative investment space, but what exactly is it? 

Join Greg Mausz, chief operating officer and senior managing director at Skyway Capital, and Nitin Chexal, CEO at Palladius Capital Management, as they discuss value-add real estate investing, including the definition of value-add investing, what factors to consider, and much more.  

]]> Value-add real estate investing is a popular topic in the alternative investment space, but what exactly is it? 

Join Greg Mausz, chief operating officer and senior managing director at Skyway Capital, and Nitin Chexal, CEO at Palladius Capital Management, as they discuss value-add real estate investing, including the definition of value-add investing, what factors to consider, and much more.  

]]> Alternative & Direct Investment Securities Association Buzzsprout-14329132 Wed, 17 Jan 2024 11:00:00 -0800 385 Investing, Alternative investing, Direct investments, REIT, 1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing 7 2 full false S7E1 - Legislative & Regulatory Update S7E1 - Legislative & Regulatory Update Tune in with Damon Elder, publisher of TheDIWire.com, and John Grady, ADISA board member and co-chair of ADISA’s legislative and regulatory committee, as they provide their thoughts and updates on a host of legislative and regulatory topics, including the DOL fiduciary rule, the future of Opportunity Zone funds, and other SEC and FINRA rules and actions. 

]]> Tune in with Damon Elder, publisher of TheDIWire.com, and John Grady, ADISA board member and co-chair of ADISA’s legislative and regulatory committee, as they provide their thoughts and updates on a host of legislative and regulatory topics, including the DOL fiduciary rule, the future of Opportunity Zone funds, and other SEC and FINRA rules and actions. 

]]> Alternative & Direct Investment Securities Association Buzzsprout-14329071 Wed, 17 Jan 2024 11:00:00 -0800 1544 Investing, Alternative investing, Direct investments, REIT, 1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing 7 1 full false S6E16 - Contrasting 1031s and Opportunity Zones for Investors S6E16 - Contrasting 1031s and Opportunity Zones for Investors Since their creation under the Tax Cuts and Jobs Act of 2017, Opportunity Zones (OZs) have grown in popularity, but the OZ program is still complex and unfamiliar to many potential investors. 1031s may also be complex, but are more time-tested. Learn more and decide which might be right for you, as Greg Mausz, ADISA board member and chief operating officer and senior managing director at Skyway Capital Markets, and Jay Frank, president of Cantor Fitzgerald Asset Management, discuss some of the key similarities and differences, along with the potential benefits and challenges, of each program.

]]> Since their creation under the Tax Cuts and Jobs Act of 2017, Opportunity Zones (OZs) have grown in popularity, but the OZ program is still complex and unfamiliar to many potential investors. 1031s may also be complex, but are more time-tested. Learn more and decide which might be right for you, as Greg Mausz, ADISA board member and chief operating officer and senior managing director at Skyway Capital Markets, and Jay Frank, president of Cantor Fitzgerald Asset Management, discuss some of the key similarities and differences, along with the potential benefits and challenges, of each program.

]]> Alternative & Direct Investment Securities Association Buzzsprout-13031997 Tue, 13 Jun 2023 09:00:00 -0700 671 Investing, Alternative investing, Direct investments, REIT, 1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing 6 16 full false S6E15 - Best Practices Implementing 506(c) Offerings S6E15 - Best Practices Implementing 506(c) Offerings The JOBS Act introduced the 506(c) offering, and, while it is becoming more embraced by the broker-dealer and investment sponsor community, many people still have questions regarding this relatively new rule. In today’s episode, Damon Elder, publisher of The DI Wire, and Sean Raft, chief administrative officer and general counsel for Urban Catalyst, discuss best practices and address some common concerns, including investor accreditation, related to Rule 506(c).

]]> The JOBS Act introduced the 506(c) offering, and, while it is becoming more embraced by the broker-dealer and investment sponsor community, many people still have questions regarding this relatively new rule. In today’s episode, Damon Elder, publisher of The DI Wire, and Sean Raft, chief administrative officer and general counsel for Urban Catalyst, discuss best practices and address some common concerns, including investor accreditation, related to Rule 506(c).

]]> Alternative & Direct Investment Securities Association Buzzsprout-12946775 Tue, 30 May 2023 10:00:00 -0700 835 Investing, Alternative investing, Direct investments, REIT, 1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing 6 15 full false S6E14 - Major Trends in Alternative Investments S6E14 - Major Trends in Alternative Investments Alternative investments can cover a lot of assets, from wine and baseball cards to private equity and private debt. Go beyond the basic 60/40 model of investing and learn more about alternatives as Greg Mausz, ADISA board member and chief operating officer and senior managing director at Skyway Capital Markets, and William J. Kelly, CAIA, president & CEO at CAIA Association, discuss popular trends in today’s alternative markets and how certain investors might utilize these trends to their advantage. Listen now!

]]> Alternative investments can cover a lot of assets, from wine and baseball cards to private equity and private debt. Go beyond the basic 60/40 model of investing and learn more about alternatives as Greg Mausz, ADISA board member and chief operating officer and senior managing director at Skyway Capital Markets, and William J. Kelly, CAIA, president & CEO at CAIA Association, discuss popular trends in today’s alternative markets and how certain investors might utilize these trends to their advantage. Listen now!

]]> Alternative & Direct Investment Securities Association Buzzsprout-12860302 Tue, 16 May 2023 09:00:00 -0700 731 Investing, Alternative investing, Direct investments, REIT, 1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing 6 14 full false S6E13 - How to Approach Impact Investing S6E13 - How to Approach Impact Investing Impact investing is a popular term today, but what does it actually mean? Listen in with Greg Mausz, chief operating officer and senior managing director at Skyway Capital Markets, and Paulina Stannard, head of impact at CI Private Wealth, and discover what exactly impact investing entails and why it may not be so different from the actions advisors and asset managers are already taking. Listen now!  

]]> Impact investing is a popular term today, but what does it actually mean? Listen in with Greg Mausz, chief operating officer and senior managing director at Skyway Capital Markets, and Paulina Stannard, head of impact at CI Private Wealth, and discover what exactly impact investing entails and why it may not be so different from the actions advisors and asset managers are already taking. Listen now!  

]]> Alternative & Direct Investment Securities Association Buzzsprout-12675687 Tue, 02 May 2023 14:00:00 -0700 403 Investing, Alternative investing, Direct investments, REIT, 1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing 6 13 full false S6E12 - Real Estate Investing in Life Sciences S6E12 - Real Estate Investing in Life Sciences Real estate is a historically popular alternative investment asset class, but life sciences may be a niche unfamiliar to many investors. Join Greg Mausz, chief operating officer and senior managing director at Skyway Capital Markets, and Brian Mitts, chief financial officer at NexPoint Real Estate Advisors, as they discuss current trends in life sciences investing and where investors may find value within the sector. Listen now!

]]> Real estate is a historically popular alternative investment asset class, but life sciences may be a niche unfamiliar to many investors. Join Greg Mausz, chief operating officer and senior managing director at Skyway Capital Markets, and Brian Mitts, chief financial officer at NexPoint Real Estate Advisors, as they discuss current trends in life sciences investing and where investors may find value within the sector. Listen now!

]]> Alternative & Direct Investment Securities Association Buzzsprout-12588994 Tue, 04 Apr 2023 13:00:00 -0700 374 Investing, Alternative investing, Direct investments, REIT, 1031 exchange, REITs, ROI, 1031 exchange rules, best way to invest money, index funds, private equity, rental properties, REIT investing 6 12 full false S6E11 - Investing in Manufactured Housing S6E11 - Investing in Manufactured Housing How much do you know about the current manufactured housing market? Go beyond the stereotypical mobile home park and join Damon Elder, publisher of TheDIWire.com, and Manufactured Housing Properties’ Bill Boscow, executive vice president, capital markets, as they discuss what manufactured housing means today, why manufactured housing may be attractive to both residents and investors and how individuals can get involved in the market.  

]]> How much do you know about the current manufactured housing market? Go beyond the stereotypical mobile home park and join Damon Elder, publisher of TheDIWire.com, and Manufactured Housing Properties’ Bill Boscow, executive vice president, capital markets, as they discuss what manufactured housing means today, why manufactured housing may be attractive to both residents and investors and how individuals can get involved in the market.  

]]> Alternative & Direct Investment Securities Association Buzzsprout-12487036 Tue, 21 Mar 2023 10:00:00 -0700 593 Investing, Alternative investing, Direct investments, REIT, 1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing 6 11 full false S6E10 - Applying Senior Secured Loans to Portfolios S6E10 - Applying Senior Secured Loans to Portfolios How familiar are you with collateralized loan obligations (CLOs)? Learn more as Greg Mausz, chief operating officer and senior managing director at Skyway Capital Markets, and Joseph Roth, head of distribution, non-traded registered products, at Eagle Point Credit Management LLC, discuss the structure of CLOs, how senior secured loans differ from bonds and other debt structures, and how CLOs may benefit certain investors. Listen now. 

]]> How familiar are you with collateralized loan obligations (CLOs)? Learn more as Greg Mausz, chief operating officer and senior managing director at Skyway Capital Markets, and Joseph Roth, head of distribution, non-traded registered products, at Eagle Point Credit Management LLC, discuss the structure of CLOs, how senior secured loans differ from bonds and other debt structures, and how CLOs may benefit certain investors. Listen now. 

]]> Alternative & Direct Investment Securities Association Buzzsprout-12364009 Fri, 03 Mar 2023 11:00:00 -0800 483 Investing, Alternative investing, Direct investments, REIT, 1031 exchange, REITs, ROI, best way to invest money, index funds, rental properties, REIT investing 6 10 full false