Episode 17 – What am I investing in?

When Investing, it is important to know where your money is going. Investing with Upside Avenue means purchasing shares of a real estate investment trust, REIT. Pooled together with other investors, the money is used to purchase multi-family properties. Listen on Anchor.fm or on Spotify OR Watch the YouTube video here: Other helpful articles Investing […]

Episode 16 – Upside Insights: What is DRIP?

DRIP, or dividend reinvestment plan, is a program that helps investors automatically reinvesting their dividends into more shares. Watch this video to learn about how DRIP works. Listen on Anchor.fm or on Spotify OR Watch the YouTube video here: Other helpful articles 3 Reasons Why Investing in Real Estate Is Easier Than Ever Investing in […]

Episode 15 – Upside Insights: What are Dividends and Appreciation

Dividends and appreciation are two ways you can earn returns from a real estate investment trust, or REIT. Watch this video to learn about what they are and how they work. Listen on Anchor.fm or on Spotify OR Watch the YouTube video here: Other helpful articles What is a REIT and how does it work? […]

Episode 14 – Upside Insights: What is a REIT and how do they work?

REIT, or real estate investment trusts, are an alternative form of investments that are modeled after mutual funds. Watch this video about REITs to learn about what they are and how they work. Listen on Anchor.fm or on Spotify OR Watch the YouTube video here: Other helpful articles Why invest in a non-traded REIT? Upside […]

Ep 13 – Upside Insights: Maximizing Your Retirement Contributions with Diana Hoff

In our first Educational Webinar series of 2021, Diana Hoff to discusses steps and tricks to make sure you are: Taking advantage of all the options to grow your retirement accounts Not leaving money on the table. Listen on Anchor.fm or on Spotify OR Watch the YouTube video here: Transcript Jessica: Welcome everyone and thank you […]

Episode 12 – Upside Insights: Evaluating Risk Tolerance with Bruce Doole

Before investing, it is important to understand the risks that can affect your portfolio. Bruce Doole, President of Permanent Value, discusses the following factors of Evaluating Risk Tolerance: How to match risk tolerance to actual investments. Helping investors fully understand the impact of matching their risk tolerance to their portfolio in volatile markets. Tracking the […]

Episode 11 – Upside Insights: Investing for Retirement with Rohan Nayak

In our latest educational webinar, guest speaker Rohan Nayak, Investment Advisor & Certified Financial Planner, will host Upside Avenue’s monthly Educational Webinar series. Rohan Nayak discusses: How and when to start planning. How to be organized while planning. Deciding when is the right time to being investing. Evaluating the risks of the markets. Listen on […]

Bonus Episode – Investment Strategies, Market Trends, and More

Our Director of Investor Relations, Rosch Wadera, sat down with Casoro Group’s Connor Lee-Wen to discuss real estate investment strategies, market trends to stay ahead of and more. Listen on Anchor.fm or on Spotify OR Watch the YouTube video here: OR Read the Transcript: [00:00] Rosch: Hello everyone and welcome to Upside Insights. I’m Rosch, […]

Episode 10 – Upside Insights: How to Protect My Investments with Jim Denholm

In this Upside Avenue Educational Webinar, guest speaker Jim Denholm, Founder and CEO of IronBridge Private Wealth talks about investing during times of volatility. Jim addresses: Why diversification fails when you need it the most. The two biggest mistakes investors make and how to avoid them. Foundations of building a reliable investment process. Listen on […]

Episode 9 – Upside Insights: Estate Planning Tips with Justin Buddy Arce

Wealth Manager, Justin Buddy Arce, RICP®, NSSA®, from NWF Advisory, is back to give us expert estate planning tips on avoiding probate and estate taxes. Listen to the podcast on Anchor.fm or on Spotify OR Watch the video here: Transcript Jessica: Welcome everyone and thank you for joining our Upside Avenue Educational Webinars Series. This series […]