Today David Phelps from the Freedom Founders and I will be talking about real estate funds. We will do a quick overview, talk about what the big picture is (in investing in real estate), and where we’re going today with funds. 


Minute Markers:


01:30 – Disclaimer


02:00 – Who is David?


03:43 – Freedom Fighters


04:30 – David’s book, “From High Income To High Net Worth”


05:25 – All about Mike


06:35 – A little bit about different types of investing


08:41 – “What should I invest in first?”


10:40 – Public versus Private Funds


13:06 – Security as trade and exchanges


14:05 – Fund Objective and Investment Philosophy


19:00 – Risk-adjusted return


21:08 – Does the given fund live in quadrant one


22:58 – Diversified versus focused funds


24:20 – Open-ended versus closed-ended funds


27:19 – Equity versus debt versus debt and equity funds


31:12 – Income versus growth versus growth and income funds


37:27 – Who determines what the value is of the various assets in a fund


41:30 – “How do investors receive unrealized gains?”


43:30 – Long term gains and short term gains


46:58 – Income and growth investing


49:54 – Summary of the Tempo Opportunity Fund


54:48 – Freedom Founders


56:42 – Final Thoughts and Thank yous


57:18 – Thank you for listening to the Big Mike Fund Podcast