Today David Phelps from the Freedom Founders and I will be talking about real estate funds. We will do a quick overview, talk about what the big picture is (in investing in real estate), and where we’re going today with funds.
Minute Markers:
01:30 – Disclaimer
02:00 – Who is David?
03:43 – Freedom Fighters
04:30 – David’s book, “From High Income To High Net Worth”
05:25 – All about Mike
06:35 – A little bit about different types of investing
08:41 – “What should I invest in first?”
10:40 – Public versus Private Funds
13:06 – Security as trade and exchanges
14:05 – Fund Objective and Investment Philosophy
19:00 – Risk-adjusted return
21:08 – Does the given fund live in quadrant one
22:58 – Diversified versus focused funds
24:20 – Open-ended versus closed-ended funds
27:19 – Equity versus debt versus debt and equity funds
31:12 – Income versus growth versus growth and income funds
37:27 – Who determines what the value is of the various assets in a fund
41:30 – “How do investors receive unrealized gains?”
43:30 – Long term gains and short term gains
46:58 – Income and growth investing
49:54 – Summary of the Tempo Opportunity Fund
54:48 – Freedom Founders
56:42 – Final Thoughts and Thank yous
57:18 – Thank you for listening to the Big Mike Fund Podcast
