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INVESTTHIS - Scott Bower EPISODE 124, 1st October 2020
Diversifying your Portfolio with Alternative Investments
00:00:00 00:39:13

Diversifying your Portfolio with Alternative Investments

Mike Brown, the author of The Real Perspective, offers advice and inside tips on how diversifying your portfolio with alternative investments can not only strengthen your portfolio but significantly improve your ROI. It's important to note that there are four discrete yet often overlapping goals for alternative asset allocation: Capital growth, risk diversification, safety, and income generation.

Mike is not only an author, but he also has 20 years of experience in commercial real estate and investments. Currently, he is the Co-founder and Managing Member of Red Fox Capital. Red Fox is an income-producing fund allowing accredited, high-net-worth investors to place capital with other like-minded investors. It also diversifies their risk, grows income, and provides more extensive, more lucrative properties than would be possible on their own.

Mike shares secret investment strategies financial advisors won't tell you about during today's episode, which is his book's premise. We detail how to analyze your portfolio to see where you can improve your investment strategy. Mike also discusses how to balance your assets for more significant ROI and the factors to analyze to understand the best way to diversify your portfolio.


Key Takeaways:

  • Mike saw a white space in the financial world and founded Red Fox Wealth
  • Alternative investing opportunities and what are the advantages over traditional investments
  • The problem with private equity
  • Big box financial advisory firms and the difficulties they pose for the general public
  • Understanding the workings of fiduciary advisory firms
  • Explaining an internal rate of return (IRR)
  • Why discount brokerage services are not helping anyone but themselves
  • Alternative investments in real estate
  • Getting paid 3x on a real estate investment deal through alternative investing
  • Preferred returns: Rates and strategies
  • Why investing in general office space is not a good investment at this time
  • The housing shortage and multifamily 
  • The impact COVID19 and the political atmosphere is having on real estate and alternative investing 
  • Understanding triple net lease opportunities 
  • How commercial real estate investors are repositioning due to market changes 
  • How to analyze your portfolio to see where you can improve your investment strategy
  • The Real Perspective: Secret Investments Your Financial Advisor Won't Tell You About
  • How to balance your assets for more significant ROI
  • The factors to analyze to understand the best way to diversify your portfolio 
  • What you should do if you're just starting to expand your portfolio assets 


FREE Complimentary Portfolio Analysis for all INVESTTHIS Listeners

Email Mike: mikebrown1757@gmail.com 


Mike's Book

The Real Perspective: Secret Investments Your Financial Advisor Won't Tell You About


Mike's Book Recommendation

Invested (Charles Schwab)


Get in Touch with Mike

Red Fox Capital

mikebrown1757@gmail.com