048: Real Estates Funds Explained

 

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

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