Episodes
#11 The 1031 Exchange Strategies to Maximize Returns and Defer Taxes
Discover 1031 exchange strategies with Mitch Flax, CAIA—learn to defer taxes, boost returns, and apply proven alternative investment tactics for mid-stage investors.
#10 Marina Investing for Accredited Investors
Discover how marina investing delivers 30%+ IRRs, diverse cash flow, and recession-resistant upside for accredited investors. Whether you're reallocating capital or exploring niche assets, this conversation demystifies the fund-of-funds structure and operational strategies behind a high-performing …
#9 Who Can Legally Sell Private Securities?
Who can legally sell private securities—and how do they get paid? In this episode, Roland and Sarah demystify the broker-dealer rules, issuer exemptions, and investment advisor carve-outs that govern who can offer and sell private deals. Whether you're raising capital or allocating it, this convers…
#8 Distressed Assets: Smart Strategies for Mid Stage Investors
In this episode of Alt Investing Made Easy, experts break down how mid-stage investors can identify, assess, and profit from distressed assets in today’s challenging markets. Listeners will gain actionable strategies for navigating legal risks, structuring deals, and unlocking value across real est…
#7 Pre-Packaged Bankruptcy & 363 Sales: Investor Strategies That Work
In this episode, bankruptcy attorney Mary Elizabeth Heard explains how pre-packaged bankruptcies and 363 sales allow investors to unlock value in distressed assets through strategic restructuring. Listeners learn to spot opportunities and acquire assets free of liens for greater investment upside.
#6 Bankruptcy & Restructuring Demystified: Protect Capital, Spot Oppo…
Bankruptcy decoded: protect capital, spot opportunity. Bankruptcy investing isn’t about failure — it’s about finding opportunities. In this episode, we break down the capital stack, creditor priority, and how restructuring can unlock value in alternative assets. If you’re allocating capital in r…
#5 Public vs Private Securities: Costs, Risks & Capital Strategies
Unlock the real costs, risks, and capital strategies behind public vs private securities so you can allocate with confidence and capture alpha. Securities attorney and real estate investor Eddie Martin joins Roland and Sarah to demystify IPO expenses, compliance burdens, and the private market boom…
#4 Accredited Investor Rules: Who can invest in Alternative Assets?
Are you an accredited investor—or working toward becoming one? In this episode of Alt Investing Made Easy, you’ll learn the accredited investor rules: exact net worth and income thresholds, the legal framework behind Regulation D, and the practical realities of deal size, liquidity risk, and invest…
#3 Introduction to Risk — Mastering Liquidity, Information & Manageme…
Master alternative-investment-risk to unlock smarter alternative investments. Learn the 3 core risks in alternative investments to protect capital and make confident allocation decisions.
#2 What Are Private Securities? A Clear Investor’s Guide
What are private securities, how do they differ from public markets, and why do they matter for portfolio diversification? Whether you’re an accredited investor, a founder raising capital, or simply curious about building wealth beyond Wall Street, this episode delivers clear definitions, real worl…
#1 Introduction to Alternative Assets | Private Securities & Portfoli…
Discover how private securities fit into the fast-evolving world of alternative assets — and why they matter for your portfolio.