Month: August 2022

FEATURE
Fitting Real Estate Into Your Portfolio With Jeffrey Gross (Ep.14)

Fitting Real Estate Into Your Portfolio With Jeffrey Gross (Ep.14)

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With the stock markets changing and public real estate being down 18%, private real estate is still in the positives.

In this episode, Austyn Whittenburg talks with Jeffrey Gross, director at Apollo Global Management, Inc., about the private real estate industry. With inflation going up, private real estate investing could be a fit within your retirement income stream. 

Jeffrey discusses:

  • Why a client could consider real estate as part of their portfolio
  • The different categories of real estate investing
  • Tax benefits from real estate investment income
  • The rising interest rate environment
  • And more

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Investing in Real Estate Investment Trusts (REITs) involves special risks such as potential illiquidity and may not be suitable for all investors. There is no assurance that the investment objectives of will be attained. You should consider the investment objectives, risks, charges and expenses of REITs carefully before investing.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services. 

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

About Jeffrey Gross:

Jeffrey Gross is an experienced Director specializing in Alternative Investments with a demonstrated history of working in the financial services industry. Skilled in Capital Raising, Financial Structuring, Real Estate Development, and Real Estate Transactions. Over the last 20 years of capital markets experience have raised more than $3 billion invested in the alternative investment sector including private real estate, private credit, 1031’s, non-traded REIT’s, Closed End Interval Funds and Qualified Opportunity Zone Funds. Maintain strong leadership and interpersonal skills while building long lasting, trusted relationships in the RIA/Family Office/Wire House and Broker Dealer channels. Bachelor of Science (B.S.) focused in Chemical Engineering from Worcester Polytechnic Institute.

Jeff Gross, Apollo Global Management, are not affiliated with or endorsed by Whittenburg Wealth Partners and LPL Financial.



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FEATURE
Mid-Year Outlook On The Economy (Ep.12)

Mid-Year Outlook On The Economy (Ep.12)

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It certainly has been a bumpy ride over the past few months. But after some forecast analyses, are we finally going to see some improvements to the economy or do we have to keep our seat belts fastened as it drops even further?

In this episode, Austyn Whittenburg gives you a midyear outlook and what to expect the next six months to look like as it relates to the stock market and the economy.

Austyn discusses:

  • The forecast for the next six months relating to the economy and stocks
  • New opportunities with the current markets
  • How midterm elections can affect the stock market 
  • Is a recession really happening
  • And more

Resources:

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Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies mentioned will be successful.

All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.



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