Accredited Investor Edge
Accredited Investor Edge
✓

First Position Lien + Equity Upside: Dave’s Safer Way to Invest

01:01:05
Podcasts
RSS
Link

OM DETTA AVSNITT

First Position Lien + Equity Upside: Dave’s Safer Way to Invest

Dave Kotter explains how he combines the security of debt with the upside of equity in his hybrid loan strategy. By securing a first-position lien, he ensures strong downside protection. By adding equity participation, he captures growth potential.

We cover how he chooses deals, vets operators, and negotiates terms that work for both sides. If you’ve been looking for an investment approach that delivers predictable income without capping your upside, Dave’s model is worth understanding.


Learn about the Passive Investor Event Here: https://bit.ly/passiveinvestorevent


🎯 Free Guide for Accredited InvestorsDownload the “How to Use ChatGPT for Investment Due Diligence” guide here:👉 bit.ly/ChatGPTDD


Connect with Dave KotterLinkedIn: linkedin.com/in/dave-kotter/Email: dave.kotter@hybriddebtfund.comWebsites: hybriddebtfund.com

Investering
Näringsliv
Engelsk
USA
AnvändAPIför att hämta det här avsnittet iJSON

I DETTA AVSNITT

Redigera dessa taggar

UTSKRIFT 🔗

Are you the producer of this podcast? Add a podcast transcript
Need Audio-to-Text? Transcribe with Listen411 in Just 60 Seconds

SÖK TIDIGARE AVSNITT

Sök efter tidigare avsnitt från Accredited Investor Edge.
Bädda in sökfältet på din webbplats

ANDRA EPISODER I DENNA PODCAST

Former IRS Auditor Reveals Tax Strategies High Earners Miss

Former IRS Auditor Reveals Tax Strategies High Earners Miss

Ever wondered what a former IRS auditor thinks about your tax strategy? In this episode, I sit down with Gabe Hogan, a tax attorney who spent years inside the IRS before moving to the private side. Gabe shares hard earned insights on where most high earners miss opportunities and how to legally cut…
01:19:52
DELA
SPARA
How the Wealthy Use Oil & Gas to Reduce Taxes and Create Income

How the Wealthy Use Oil & Gas to Reduce Taxes and Create Income

Steve Blackwell isn’t just raising capital—he’s building communities of passive investors who want better access, better deals, and better alignment. In this episode, we talk through how he evaluates operators, the red flags investors should look out for, and how he structures investments to protec…
01:12:39
DELA
SPARA
Multifamily in 2025 - Tax Abatements, Debt Lessons, and the Future of Multifamily Syndications

Multifamily in 2025 - Tax Abatements, Debt Lessons, and the Future of Multifamily Syndications

What’s it really like to invest in multifamily right now? In this episode, I sit down with Dustin Miles, co-founder of Momentum Multifamily, to talk through the lessons he’s learned after more than a decade in the business. Dustin shares how he started as a passive investor, what it was like to buy…
01:06:58
DELA
SPARA
From Pro Hockey to Private Equity: Building Passive Income with Triple Net Leases

From Pro Hockey to Private Equity: Building Passive Income with Triple Net Leases

Zane Schartz has built a 500+ unit real estate portfolio—and he did it without chasing flashy returns or taking wild risks. In this episode, we dig into how Zane approaches investor relations, evaluates sponsors, and chooses solid, long-term deals over hype. We also get real about the friction that…
00:51:45
DELA
SPARA
Ansvarsfriskrivning: Podcasten och konstverket som är inbäddat på den här sidan är från Jared B., som är dess ägares egendom och inte anslutet till eller godkänt av Listen Notes, Inc.
PROMOTED
We’re selling some of our podcast-related domain names, including breaker.fm, Podcast.mov, and Listen.Host. Place your bid on eBay.
We’re selling some of our podcast-related domain names, including breaker.fm, Podcast.mov, and Listen.Host. Place your bid on eBay.
Bid on eBay

REKOMMENDATIONER
Använd API för att hämta detta avsnitt