Opto Investments’ Post

Interested in leveling up your investments while reducing your overall risk? Private markets may be the missing piece of your portfolio. Learn more about the case for private markets and whether they deserve a place in your investment strategy from our CIO, Don Calcagni, on the Market Perspectives podcast. https://buff.ly/4fwpMpJ

The number 1 predictor of success in an investment: Ability to execute! Professional management, whether in-house or 3rd party, is arguably the most important factor in an apartment investment. The best business plans in the world don't mean anything if you don't have a team capable of executing on that plan. We discuss how important property management is to our success in this week's podcast! Full episode link is in the comments.

Tune in to our Thriving Together: The ESOP Advantage podcast to learn about how our firm established a new business model to support continued growth, investment, and long-term sustainability. Listen to all our episodes here: https://bdo-usa.co/4bUCsVj #BDOESOP #InternationalPodcastDay

In the first of a series of three podcasts with CCLA Investment Management, James Corah, head of sustainability, argues the industry needs to refocus on its objective of driving genuine change ▶ Listen to the podcast: https://lnkd.in/ev73wJTf #podcast #SustainableInvestments #WealthManagement

Marketing your company after an acquisition is a whole different ball game. How can you build the right marketing fundamentals to appeal to investors? What are the highest-impact areas to focus on in the first 100 days after an acquisition? And how can you align your marketing activities with your board's investment thesis? Shiv Narayanan discusses all this and more with Nemanja Zivkovic on this recent episode of the Funky Marketing podcast. Check out the full episode here --> https://lnkd.in/gzSVWMHN

In this episode of Enterprising Investor Podcast, Robert Hagstrom, CFA, author of "The Warren Buffett Way," discusses insights from the recent Berkshire shareholders meeting and the evolution of Warren Buffett's investment strategies over the past 30 years. Listen here: https://ow.ly/Y7Jk50ROVGB

🎙️Tune in to our latest podcast episode: "Preferred Equity and the Biggest Opportunity for Investors in 2024." Discover the game-changing insights that could reshape your investment strategy this year. Don't miss out - listen now! 🎧 Podcasts - Club Capital https://hubs.ly/Q02lQF4r0 #BestEverCRE #InvestmentOpportunity #PreferredEquity

We even cover some non-tax reasons in this episode. Which one of the ten is your favorite?

We were pleased to have Jim DeWolfe join us on the Rosemont Roundtable podcast. In this episode, we explored Northside Capital Management, LLC's unique investment strategies, its approach to client management and its new partnership with Rosemont. Don't miss this insightful conversation! https://lnkd.in/eSJ6RsHW   #InvestmentManagement #WealthManagement #Rosemont

🚨 New Episode! 🚨 In this latest podcast episode, Greg Schowe dives deep into the *Top 10 Reasons to Use a 1031 exchange*! 🔑 This episode breaks down the key benefits of using a 1031 exchange to defer taxes, build wealth, and make smarter investment decisions. 🏠💼 Don’t miss out—listen today! 🎧 https://bit.ly/3UYRq6U #1031Exchange #RealEstateInvesting #AssetPreservation