Upside Avenue Events: Conferences Roundup
As part of a 16 year old, 160+ person real estate investment firm which has completed $1.2 billion in multifamily property investments, we play a very active role family office and real estate investment community by frequently attending and speaking at events. The Upside Avenue team will be at a number of conferences throughout the country […]
Upside Avenue featured on Aspiring Gentleman discussing key ways for men to overcome financial regret
Upside Avenue and Josh Womack from Womack Financial were recently featured in Aspiring Gentleman discussing the 3 biggest mistakes to avoid in order to overcome financial regret. Read more here.
Chief Strategy Officer, Joy Schoffler, shares her views with Finances Demystified
Upside Avenue’s Chief Strategy Officer, Joy Schoffler, shares her views on real estate investing, REITs and building streams of passive income with Dominique Broadway of Finances Demystified. Listen to the podcast here.
Chief Strategy Officer, Joy Shoffler, shares her thoughts with FintekNews
Upside Avenue’s Chief Strategy Officer, Joy Schoffler, shares her thoughts in the latest installment of the feature series FintekNews Celebrates Women In FinTech. Read more here.
Our Investment Philosophy
Currently, the stock market is at an all-time high, with little doubt in leading economists’ minds that the end of the rally is near. The anticipation of a probable decline has many investors and investment advisors in search of investment products which they feel will remain strong for the years to come. While the stock […]
Upside Avenue’s leadership featured in Thomson Reuters Westlaw Journal
As small-business lending continues to soar, Upside Avenue’s Principal, Monte Lee-Wen, and CEO, Yuen Yung, discuss when to take a loan and when to raise money online to maximize business returns. Read the Thomson Reuters Westlaw Journal
Women in Finance Are Clearing the Path for a New Generation
As a regular contributor to several financial services publications, there are few opportunities to talk about my other favorite topic—my children! When asked by Media Planet to do an article for their Women in Finance insert, which was distributed through USA Today, I could not resist talking about how times are changing for our girls. […]
A New Non-Traded REIT Has Entered the Market. Its CEO Discusses His Views on Current Opportunities.
The new REIT will invest in income-producing multifamily, seniors housing and student housing assets across the country, says Yuen Yung, CEO of Austin, Texas-based Casoro Capital. Read more here.
New Upside Avenue REIT Hopes to Draw Small Investors into Senior Housing
Senior Housing News spoke with Upside Avenue’s Chief Strategy Officer, Joy Schoffler, regarding how a new, non-traded real estate investment trust (REIT) with senior housing aspirations has arrived on the scene. Read more here
Summer Youth Leadership Summit at Upside Avenue
At Upside Avenue, we strive to exemplify our company values. As a commitment to the core value that we are both teachable and growth-oriented, our parent company hosted its Summer Youth Leadership Summit, in our corporate office. The day was jam-packed with activities that were educational, as well as, fun. The prevailing theme of the […]
