08: Peer to Peer Lending Strategies & Structuring Atypical Investments

Invest Like a Boss

English - June 27, 2016 08:03 - 1 hour - 71.1 MB - ★★★★★ - 477 ratings
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Previous Episode: 07: Building Hong Kong's Biggest Self Storage Business

Next Episode: 09: Sam and Johnny's Investment Updates July 2016

Mario has been Sam's personal CPA since 2013 and has him structured dozens of atypical investments. Having filed thousands of tax returns in his careers and created and reviewed countless financial models, Mario has unique insight to the investing world. Sam and Mario discuss P-2-P investment strategies, gambles in property investing, the importance of cash flow historically and in modern times, and structuring new investments in the portfolio.

Relevant links for guest:

Mario’s firm – http://greenhausriordan.com/

Linkedin – https://www.linkedin.com/in/mario-v-lucibello-cpa-38258415

Where are we:

Mario – Connecticut, USA
Sam – Singapore

What we are drinking:

Sam: Penfold’s Magill Estate Shiraz 2013 (9pm ICT)
Mario: WL Welling Bourbon (9am EST)

Recommended (books, subscriptions):

Book: Demographic Cliff by Harry Dent

Discussed (relevant links):

PeerStreet
Lending Club
Vanguard
Betterment
Wealthfront
Empire Flippers
Glints
SmartMat
SC Storage
MapleTree

Time Stamp – Topic

05:30 – Setting up investments structure
06:30 – Automated reporting vs. manual reporting investments
09:00 – Tracking investments over multiple years
12:00 – PeerStreet – investment opportunity
12:30 – Lending Club & P-2-P lending strategies
15:55 – New PeerStreet investment & discussion
20:20 – Liquidity in P-2-P lending
22:50 – Loan-To-Value ratios
26:50 – Personally guaranteeing loans
30:30 – Mario’s investment insight from being a CPA
32:50 – Making money (or losing) in real estate gambles
34:00 – The importance of fixed income in property investing
39:00 – Investing in the S&P 500
42:00 – Demographics in investing
46:00 – Empire flippers – digital product investment fund
54:00 – Mario’s upcoming property investment
57:00 – Investing in property vs. REITs
58:00 – Why Mario is bullish on residential rental investments
1:03 – Sam’s new investment activity recap
– Glints
– Black Hops Brewing
– SmartMat
– SC Storage
– MapleTree Reit’s
1:17:00 – Don’t forget your reporting!

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