E226: Alternative Investing Strategies That Work! with Frederick Hubler


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By Josh McCallen & John Edwin, Josh McCallen, and John Edwin. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Take this journey to alternative investing with Chief Wealth Strategist Frederick Hubler, an accomplished financial advisor with over 25 years of success in financial services and technology. In this episode, Frederick shares some mind-bending alternative investment strategies specifically around oil and gas, private preferred stock, institutional real estate, and putting cash into a DST (Delaware statutory trust). Frederick debunks the idea of mutual funds and explains why private equity works. He teaches the concept of a multifamily office and how he’s making a retainer based on someone's family's worth. Also, find out why you should be looking at income-producing vehicles that have tax credit only as an ancillary benefit.

Reference Links

Creative Capital Wealth Management Group

269 episodes