Money Matters With Dino

Categories

general
Business

Archives

2018
November

2016
March
February

2015
December
November
October
September
July
June
May
April
March
February
January

2014
December
November
October
September
August
July
June
May
April
March
February

February 2016
S M T W T F S
     
  1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29

Syndication

How can an alternative investment such as Mortgage Funds and Trust Deeds be less risky than the traditional investing?  Dino’s guest the CEO of Alliance Portfolio James Perry tells us why Real Estate Investing is not only a safer way to invest, but he shows us how it can completed managed and stress free for the investor.  In this episode you’ll learn:

 

  • What is a Trust Deed & Mortgage Fund
  • Who invests in each alternative
  • Where is the risk in this type of investment
  • How are properties chosen for a Mortgage Fund
  • How are Mortgage Funds & Trust Deeds Managed
  • What types of returns can you expect
  • Much more...

Check out our past shows and learn more about the Money matters With Dino community, at www.moneymatterswithdino.com 

Join us on Facebook for updates and please like our page. www.facebook.com/moneymatterswithdino

Help us spread the word. Please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.

Direct download: MMWd_2-22-16__James_Perry_-__.mp3
Category:general -- posted at: 1:16pm PDT

A Self-Directed IRA is an IRA that can invest alternative assets such as Trust Deeds and Mortgage Funds.  This is why on today’s show, Dino invited on the perfect combination of experts to talk about the marriage of this terrific investment vehicle with a fantastic alternative investment. As always, there’s a lot to consider, but when set up properly this type of strategy can yield great results.  In this episode Kaaren Hall from UDirect IRA Services and James Perry CEO of Alliance Portfolio discuss:

 

  • How a Self-Directed IRA works
  • Why Trust Deeds & Mortgage Funds work so well in Self-Directed IRA’s
  • Tax Implications of the Self-Directed IRA
  • What is a Trust Deed & Mortgage Fund
  • What types of property are inside a Mortgage Fund
  • What to expect from your investments
  • much more...

Check out our past shows and learn more about the Money matters With Dino community, at www.moneymatterswithdino.com 

Join us on Facebook for updates and please like our page. www.facebook.com/moneymatterswithdino

Help us spread the word. Please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.

Direct download: MMWD_2-22-16_James_Perry__Kaaren_Hall_Final_mixdown.mp3
Category:general -- posted at: 1:15pm PDT

The number one reason that people don’t invest in Real Estate is fear. Fear of picking the wrong property, fear of being a landlord and fear of a down market.  What if you could invest in prime Orange County Real Estate without the fear or the hassle? Our guest CEO of Alliance Portfolio, James Perry is here to us about how this is accomplished by utilizing Trust Deed Investments.  Here’s a few things you’ll learn:

  • The difference between Trust Deeds & Private Mortgage Funds.
  • Owning property vs. owning paper.
  • Types of property to invest in.
  • Making sure a borrower has skin in the game.
  • The evolution of regulation and Private Money Lending.
  • Loan to Value % for typical loan terms.
  • Areas that have intrinsic value.
  • Bridge loans and how they work.
  • Fees of a Trust Deed Investment.
  • What it takes to be an investor.
  • How long does an investor need to stay in a trust deed.

Check out our past shows and learn more about the Money matters With Dino community, at www.moneymatterswithdino.com 

Join us on Facebook for updates and please like our page. www.facebook.com/moneymatterswithdino

Help us spread the word. Please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.

Direct download: MMWD_James_Perry_Trust_Deed_Investing_Final_mixdown.mp3
Category:general -- posted at: 3:19pm PDT

Are you a frustrated investor because it’s too difficult to predict the market?  What if you could invest in a fund that is secured by prime Orange County Real Estate without the hassle? Our guest CEO of Alliance Portfolio, James Perry is here to us why a diversified Private Mortgage Fund is the answer to your frustration and a greta investment. Here’s a few things you’ll learn:

  • The nature of private money lending.
  • Liquidity – how long does an investor need to be in.
  • How loans are chosen.
  • Why people typically use a hard money loan.
  • What makes a safe vs. risky investment.
  • A tax efficient and fee efficient investment.
  • Mitigating losses during a recession.
  • Mortgage Funds with fractional interests.
  • Fees of a Private Mortgage Fund.
  • What it takes to be an investor.
  • Residential vs. Commercial Real Estate.

Check out our past shows and learn more about the Money matters With Dino community, at www.moneymatterswithdino.com 

Join us on Facebook for updates and please like our page. www.facebook.com/moneymatterswithdino

Help us spread the word. Please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.

 

Direct download: MMWD_James_Perry_Private_Mortgage_Funds_Final_mixdown.mp3
Category:general -- posted at: 3:08pm PDT

1