Robert Gorman is the Co-Founder and Chief Operating Officer of Apollon Wealth Management. Apollon works with multiple leading custodians to select the optimal mix of products and services for each investor. With their commitment to providing the highest level of personal service, Apollon Wealth elevates wealth management to a higher standard.
In this podcast, Doug and Robert discuss the partnership between Apollon Wealth and Practifi and how the utilization of technology and the Practifi platform can improve the client experience.
They also discussed:
The growth and journey of Apollon Wealth
Utilizing technology to not only empower your employees but also improve the experience with your clients
Making a match looking around at other FinTech companies to what was important to Apollon Wealth
The factors that were important to Apollon Wealth when looking for the right partner and why Practifi was chosen
How the abilities of the Practifi platform have benefited Apollon and its clients
Bernie Wasserman is the President of Participant Capital, a company that provides individual investors access to Class A real estate development opportunities through a suite of investment vehicles and through their affiliation with Royal Palm Companies.
In this podcast, Doug and Bernie discuss real estate investments, their main drivers, and how Participant Capital positioned itself to serve a plethora of wealth advisors across the globe.
They also discussed:
The kind of advisors Participant Capital serves and the type of funds the firm offers
Participant Capital’s relationship with Royal Palm Companies
Strategies within private real estate that are positioned to perform well in this high-interest-rate market
The considerations when investing in private real estate and how to examine location versus strategy and sector
The areas of risk advisors should be more careful in
What advisors should consider when selecting managers and funds for their clients
The challenges advisors have when accessing real estate investment opportunities today and the evolution of its solutions
John Norris is the Director of Private Wealth at CrowdStreet Advisors. John is responsible for expanding relationships with wealth managers including RIAs, family offices, broker-dealers, and fintech platforms. CrowdStreet Advisors provides advisors and their clients with access to curated, private commercial real estate opportunities selected from CrowdStreet’s proprietary deal flow source from a deep network of 300 real estate sponsors, developers, and operators.
In this podcast, Doug and John discuss the capabilities and custom solutions CrowdStreet offers financial advisors interested in investing in private commercial real estate.
They also discussed:
What attracted John to CrowdStreet and his primary area of focus at the firm
How investing in commercial real estate has changed over the years
The new REIT CrowdStreet Advisors launched: C-REIT
The potential diversification benefits that investing in private commercial real estate can offer a traditional 6040 portfolio, especially in times of market volatility and inflation
What advisors may want to be focusing on in private commercial real estate
Why advisors and investors may want to consider about private commercial real estate and the kinds of investment opportunities available to them through CrowdStreet Advisors
CrowdStreet, Inc. (“CrowdStreet”) offers investment opportunities and financial services on its website. Advisory services are offered through CrowdStreet Advisors, LLC (“CrowdStreet Advisors”), a wholly-owned subsidiary of CrowdStreet and a federally registered investment adviser.
Investing in commercial real estate entails substantive risk. You should not invest unless you can sustain the risk of loss of capital, including the risk of total loss of capital. All investors should consider their individual factors in consultation with a professional advisor of their choosing when deciding if an investment is appropriate. Direct and indirect purchase of real property involves significant risks, including without limitation market risks, risks related to the sale of land and risks specific to a given property, which could include the potential for property value loss, potential for foreclosure, changes in tax status and fees, and costs and expenses associated with management of such properties. All investors should consider risks specific to that given property prior to investing.
Though private real estate is, by nature, generally less volatile than the stock market. This lack of volatility does not necessarily translate to private real estate not fluctuating in or losing value. Further, the value of private real estate investments will fluctuate, and the value of real estate often lags behind general market conditions. Further, publicly traded equity REITs may offer more liquidity options than more traditional, non-traded REITs or private placement real estate investments. Non-traded REITS and private placement real estate investments typically have restrictions and limitations on overall liquidity.
This video is for informational purposes only and should not be construed as an investment recommendation or advice, or as an offer to sell, or the solicitation of an offer to buy an investment. Though CrowdStreet believes the information contained herein has been obtained from sources believed to be reliable, they make no guarantee, warranty or representation of it.
All information provided is for educational purposes only and does not constitute investment, legal, or tax advice, or an offer to buy or sell any security or investment product. The information contained herein has been obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only.
