Investor Resources

At Alpha Investing, we're committed to helping investors understand the assets and strategies we believe in. We compiled these resources to help accredited investors make smarter investing decisions.

Featured

Underwriting Fundamentals

This high-level walkthrough of underwriting basics, sponsor selection, and deal diligence is guided by AdaPia d'Errico & is intended to give investors a glimpse of what we do to evaluate every CRE deal we come across.

Alpha Presentations

Defined Benefit Plans: The Ultimate Tax & Retirement Strategy

This article was written and contributed by Paul Sundin, CPA and the President of Emparion, a third-party administrator of defined benefit plans and other tax structures. If you are considering setting up a plan or are looking for a free illustration, visit their website at www.Emparion.com

Articles

Tax Planning for Real Estate Investors in 2021 & Beyond

Proper tax planning and strategy is a key to keeping the wealth that one builds with real estate investing.

Podcast - Real Wealth Real Health

What It Takes to Turn an Insight into a Game Changing Business

The story of how a lifelong entrepreneur revolutionized an industry by starting a business to solve an issue he noticed on day one of his professional career.

Podcast - Real Wealth Real Health

Structuring Real Estate Deals & Investing in Franchises and RV Parks

A real estate attorney highlights common legal concerns that new investors miss, and shares his experience in running franchises and investing in RV parks.

Podcast - Real Wealth Real Health

What Does a Commercial Real Estate Broker Do?

Zach Roesinger explains why CRE brokers are so important and dispels some common misconceptions about his work.

Podcast - Real Wealth Real Health

Evaluating the Market with Alpha Investing

Alpha Investing’s principals review macroeconomic and market conditions and how the changing landscape must be considered to attain appropriate risk-adjusted returns.

Podcast - Real Wealth Real Health

An Investor’s Guide to International Real Estate

Robin Binkley of Real Equity Investment Partners shares the biggest lessons she’s learned through real estate investing in Belize.

Podcast - Real Wealth Real Health

Creating a Better World with Values-Aligned Investing

A seasoned investor and innovator, Janine Firpo explains how values-aligned investing can help us spark change and build community.

Podcast - Real Wealth Real Health

Finding Certainty in Uncertain Times

After more than 20 years of working with C-suite leaders in Fortune 500 firms, Damon D’Amore explains how pragmatism and optimism work best when paired together.

Podcast - Real Wealth Real Health

A 360 View of Evaluating Early Stage Companies

From investment banking to venture investing to founding a fintech company, Tracy McWilliams shares how she’s fighting fragmentation to help investors find and evaluate startups.