Monthly Archives: June 2021

Episode 44 – Use Real Estate to Diversify Your Clients’ Portfolios – with Stephan Sakhai

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Stephan Sakhai is a managing director at Sovereign Partners, a real estate investment firm that specializes in the acquisition and opportunistic debt throughout the United States. Sovereign’s real estate team draws on a deep knowledge of real estate fundamentals and capital markets to acquire properties and loans throughout the country, with a focus in office, hospitality and residential asset classes. 

In this episode of Power Your Advice, Doug Heikkinen and Stephan talk about how and why his family immigrated to the United States and founded Sovereign Partners, among other topics.  

  • How the pandemic affected the real estate market
  • How real estate is recovering
  • An overview of distressed real estate and the opportunities it presents
  • Why you should consider real estate investments now

Resources: Sovereign Partners

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Episode 43 – Life Settlements: Accessing the Value of Life Insurance Policies – with Michael Freedman

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​​Michael Freedman is the CEO of Lighthouse Life Solutions, who works with financial professionals who advise and assist policyowners with the sale of unwanted, unneeded or unaffordable life insurance policies. In this episode of Power Your Advice, Doug Heikkinen and Michael discuss how Lighthouse can help advisors access the value of their senior clients’ life insurance policies.

  • What life settlements are, including how they are regulated
  • The myths and realities of life settlements
  • How advisors can help their clients take advantage of life settlements

Resources: Lighthouse Life Solutions

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Episode 42 – Grow Wealth Through Strategic Real Estate Investing – with Weldon Evans

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​​Weldon Evans is the National Sales Director of ExchangeRight, a real estate investment company that provides REIT, fund and 1031 DST portfolios that target secure capital, stable income and strategic exits for their clients. In this episode of Power Your Advice, Doug Heikkinen and Weldon discuss how ExchangeRight manages real estate investments in order to faithfully steward wealth.

  • The importance of capital preservation and how ExchangeRight plans for it
  • Challenges ExchangeRight faced in the pandemic and the lessons they learned
  • Why an exit strategy is important and how ExchangeRight creates them
  • ExchangeRight’s passion for empowering people to be secure, free and generous

Resources: ExchangeRight

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Episode 41 – Making Alternative Investments as Easy to Own as Mutual Funds – with Mat Dellorso

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Mat Dellorso is the Co-Founder of WealthForge, a fintech company that provides technology solutions developed by regulatory experts to streamline investments into alternative securities. Their Altigo platform enables marketplace connections and facilitates alternative investment transactions between advisors and sponsors. In this episode of Power Your Advice, Doug Heikkinen and Mat discuss how the alternatives landscape has evolved and how Altigo works to be the “easy button” to help advisors do alternative investing.

  • The challenges of investing in alternatives, and how Altigo helps make it easy for advisors
  • Altigo’s amazing growth since its 2019 launch
  • How Mat’s regulatory background helped shape the platform
  • How Altigo opens a whole new world in alternative investing for advisors

Resources: WealthForge

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