EP275: Are You ONLY Investing in stock market? You’re Missing Out

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Alright, let’s cut to it: financial success isn’t about hustling harder or trading more hours for dollars.

And no, it’s *not* about doing everything yourself.

The real secret?

It’s knowing exactly what to do with your money *after* you’ve earned it.

You’ve put in the hard work to make a great income, but here’s the part no one told you: the future millionaires and billionaires don’t just earn money—they know how to keep it and make it multiply.

They’ve mastered three essentials:

1️⃣ Make income

2️⃣ Keep income

3️⃣ Multiply income

And that’s exactly what we’re diving into today. 👇🏻

Why listen to us? Well, in six short years, we went from having zero to a $300 million multifamily portfolio, saving our passive investors over $93 million in taxes along the way. When you switch from making money with your time to letting your money work for you, *everything changes.*

Why It’s Time to Look at Alternative Investments

Here’s the truth: you don’t need to pour your money into stocks and bonds to build wealth.

Even major players—pension funds and institutions—are betting big on alternative investments, and here’s why *you* should, too.

High-net-worth folks are looking for investments that are simple, generate cash flow, come with tax benefits, and give them more freedom with their families.

Alternative investments fit the bill.

These assets aren’t on public markets; instead, they live in private markets.

Think commercial real estate, private equity, precious metals, even townhome developments and triple-net retail units—these assets are *hot.*

Private markets are like a VIP club, offering exclusive opportunities you won’t find on public exchanges.

And here’s the kicker: private markets often bring the potential for higher returns, or as the pros say, “alpha.”

How the Wealthy Win at Wealth

Maybe you’re thinking, “I make good money, but I don’t have time for all this.”

That’s where so many high-income earners go wrong.

You *can* thrive at earning active income *and* growing your wealth.

When you master both?

That’s called *winning at wealth.*

The super-wealthy have this down to an art.

They know how to build wealth and follow in the footsteps of those who’ve already done it.

The private market has grown from $4 trillion to $15 trillion, and high-net-worth individuals are now leading this growth, diversifying their portfolios and adding assets that aren’t tied to the ups and downs of public markets.

Today’s economy?

It’s increasingly in private hands, with fewer public companies out there. If you’re only investing in public markets, you’re missing a massive slice of the economic pie.

Private Market Investing: A Long-Term Game

Think of investing in private markets like a long-term relationship—steady, committed, and designed to go the distance.

High-net-worth individuals know they’re trading some liquidity for potentially higher returns, and with a steady income from active work, they don’t worry about keeping their money tied up. They’re in it for the long haul, often five years or more.

Is it easy to time investments?

Not really. But we believe investing should align with long-term goals. Set your course, aim for your target, and don’t sweat the short-term market or rate changes.

Why Real Estate is On the Rise

Are we heading for recovery in real estate?

Signs point to yes!

We’ve seen three straight quarters of rising private real estate values, and with lower capital costs and a shift in investor sentiment, the market is warming up.

We believe in entering the market *early*—just like the best deals in the wake of the Great Recession.

While many investors wait for perfect conditions, we’d rather get in early, positioning ourselves for long-term growth. Today’s lower interest rates and increased lending liquidity signal a promising path for 2025.

Why Alternative Investments are Worth It

If you want to go beyond active income and take control of your wealth, look at alternative investments.

We’re living proof that you don’t need to start out with millions or an Ivy League degree.

Six years ago, we had no assets under management, but through persistence and focusing on quality assets, we’ve built a $300 million portfolio.

We’ve seen firsthand how alternative investments, especially multifamily real estate, are coming of age, with more individual investors turning to them.

Here’s the thing: one of the worst things you can do is let life just happen.

Take control of your finances because if you don’t, someone else will.

A recent story about Al Pacino made headlines for how he blew through $50 million on extravagances because, as he admitted, “I didn’t understand how money worked.”

We don’t want that for you. Building wealth is about making sure your income works as hard as you do.

With today’s lower borrowing costs and real estate values that have balanced since 2021, now is an ideal time to look at alternatives.

So yes, making active income is great, but to really grow your wealth?

Consider alternative investments like build-to-rent developments. We go even deeper into this strategy in our latest video—join us there!