Tag Archives: Alternative Investments

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Real Estate in the Texas Triangle with John Anderson (Ep. 32)

Education, Financial, Uncategorized, , , , , , , , , ,

In this episode, Kevin Kaylakie speaks with John Anderson, Chief Financial Officer at 35South Capital.   

Kevin and John discuss: 

  • Core plus real estate assets.
  • 35South Capital and the closing of their fund. 
  • Negative leverage in commercial real estate. 
  • Value-add in real estate and 35South Capital’s approach. 
  • Real Estate Investment in the Texas Triangle.
  • And more…

 

Connect With John Anderson: 

Connect With SineCera Capital: 

 

About Our Guest: 

John Anderson serves as Chief Financial Officer, is a member of the Investment Committee and brings over 25 years of experience to the team. Prior to founding 35 South Capital, Mr. Anderson co-founded CJN Investments, a boutique private equity firm that invests in local businesses and real estate in the greater Houston area and throughout the state of Texas. Prior to CJN, he was the Regional Director of Development for Weingarten Realty. Mr. Anderson also previously worked at Pelican Builders, AmReit, Fairfield Residential and the Archon Group (a subsidiary of Goldman Sachs).  

John graduated from Baylor University with a BBA is Business Management and an MBA from The University of Texas at Austin, specializing in Real Estate and Investments.

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Latest Trends in Retirement Plan Distributions With Henry Yoshida (Ep. 27)

Financial, Uncategorized, , , , , , , , , , ,

In traditional forms of IRAs (individual retirement accounts), investment options are often limited to stocks, bonds, and mutual funds. However, “self-directed IRAs” enable owners to invest their retirement savings into alternative asset classes.

 

In this episode, Kevin Kaylakie speaks with Henry Yoshida, CFP®, founder and CEO of Rocket Dollar, Inc. They provide a brief overview of how self-directed IRAs function, their benefits, and the key rules one must be aware of before investing in it. They also explain why there is a discrepancy in the amount invested in traditional vs. self-directed IRAs across the United States.

 

Kevin and Henry discuss:

 

  • How the retirement plan landscape has evolved over the years
  • The two main types of self-directed IRAs
  • Prohibited transactions within a self-directed IRA
  • How investors like Peter Thiel manage to get billions of dollars into Roth IRAs
  • Up-and-coming alternative asset classes
  • And more

 

Resources:

 

Connect With Henry Yoshida:

 

Connect With SineCera Capital:

 

About Our Guest:

 

Henry Yoshida is CEO and Co-founder of Rocket Dollar, a web platform that lets people invest tax-advantaged retirement dollars into private alternative investments. He is a Certified Financial Planner™ professional, licensed Realtor®, and has 20 years of experience in finance. In the past, Henry was the founder of venture capital backed robo-advisor Honest Dollar [acquired by Goldman Sachs], was the founder of MY Group LLC [$2.6B AUM retirement plan advisory firm], and spent 10 years at Merrill Lynch. 

 

He graduated from The University of Texas at Austin, has an MBA from Cornell University, and lives in Austin with his wife and two daughters.

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