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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

[...]

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

[...]

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

[...]

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

[...]

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

[...]

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

[...]

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.

[...]

Episode 8 – Upside Insights: Business Succession and Exit Planning with Joseph Seetoo

Are you a business owner looking to retire soon? Don’t miss this webinar on Business Succession and Exit Planning where guest speaker Joseph Seetoo, CFA,

[...]

Episode 7 – Upside Insights: Financial Impacts of Divorce with Dennis Bielik

Divorce is a major life event that forces a change in your financial plan. Managing Director Dennis Bielik, CFA, CFP®, FRM from TCG Advisors and

[...]

Episode 6 – Upside Insights: IRA Help with Haley Gant

Haley Gant from Quest Trust company shares how IRA is different from brokerage accounts, the importance of diversifying your investments, and advantages of Self Directed

[...]
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1. Historical returns are from Upside Avenue parent firm Casoro Group based on multifamily properties
2. The publicly filed offering circular for Upside Avenue may be found on our website at offering circular

DISCLAIMER: Casoro Capital Partners, LLC (“Casoro”) operates a website at www.upsideavenue.com. By using this website, you accept our Terms of Use and Privacy Policy. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Casoro nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Casoro nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. Full Disclaimer