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Our Director of Investor Relations, Rosch Wadera, sat down with Casoro Group's Connor Lee-Wen to discuss real estate investment strategies, market trends to stay ahead of and more.   Website: https://upsideavenue.com​   Facebook: https://www.facebook.com/UpsideAvenue/​ Twitter: https://twitter.com/UpsideAvenue ​LinkedIn: https://www.linkedin.com/company/upsideavenue Instagram: https://www.instagram.com/upsideavenuereit

When Investing, it is important to know where your money is going.  Investing with Upside Avenue means purchasing shares of a real estate investment trust, REIT.  Pooled together with other investors, the money is used to purchase multi-family properties. Enjoy this episode! Check out our websites to learn more! Website: https://upsideavenue.com​ Facebook: https://www.facebook.com/UpsideAvenue/ ​Twitter: https://twitter.com/UpsideAvenue​ LinkedIn: https://www.linkedin.com/company/upsideavenue/ Instagram: https://www.instagram.com/upsideavenuereit/ Disclaimer The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

DRIP, or dividend reinvestment plan, is a program that helps investors automatically reinvesting their dividends into more shares. Watch this video to learn about how DRIP works. Enjoy this episode! Check out our websites to learn more! Website: https://upsideavenue.com​ Facebook: https://www.facebook.com/UpsideAvenue/ ​Twitter: https://twitter.com/UpsideAvenue​ LinkedIn: https://www.linkedin.com/company/upsideavenue/ Instagram: https://www.instagram.com/upsideavenuereit/ Disclaimer The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

Dividends and appreciation are two ways you can earn returns from a real estate investment trust, or REIT. Watch this video to learn about what they are and how they work. Enjoy this episode! Check out our websites to learn more! Website: https://upsideavenue.com​ Facebook: https://www.facebook.com/UpsideAvenue/ ​Twitter: https://twitter.com/UpsideAvenue​ LinkedIn: https://www.linkedin.com/company/upsideavenue/ Instagram: https://www.instagram.com/upsideavenuereit/ Disclaimer The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

REIT, or real estate investment trusts, are an alternative form of investments that are modeled after mutual funds. Watch this video about REITs to learn about what they are and how they work. Enjoy this episode! Check out our websites to learn more! Website: https://upsideavenue.com​ Facebook: https://www.facebook.com/UpsideAvenue/ ​Twitter: https://twitter.com/UpsideAvenue​ LinkedIn: https://www.linkedin.com/company/upsideavenue/ Instagram: https://www.instagram.com/upsideavenuereit/ Disclaimer The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

In our first Educational Webinar series of 2021, Diana Hoff to discusses steps and tricks to make sure you are:   Taking advantage of all the options to grow your retirement accounts   Not leaving money on the table. Enjoy this episode with Diana Hoff! Check out our websites to learn more! Website: https://upsideavenue.com​ Facebook: https://www.facebook.com/UpsideAvenue/ ​Twitter: https://twitter.com/UpsideAvenue​ LinkedIn: https://www.linkedin.com/company/upsideavenue/ Instagram: https://www.instagram.com/upsideavenuereit/ Disclaimer The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

Before investing, it is important to understand the risks that can affect your portfolio. Bruce Doole, President of Permanent Value, discusses the following factors of Evaluating Risk Tolerance:   How to match risk tolerance to actual investments.   Helping investors fully understand the impact of matching their risk tolerance to their portfolio in volatile markets.   Tracking the risk of changing portfolios as they add larger retirement accounts or inheritance.   Understanding the risks of their goals over the long term. Check out our websites to learn more! Website: https://upsideavenue.com​ Facebook: https://www.facebook.com/UpsideAvenue/ ​Twitter: https://twitter.com/UpsideAvenue​ LinkedIn: https://www.linkedin.com/company/upsideavenue/ Instagram: https://www.instagram.com/upsideavenuereit/ Disclaimer The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

In our latest educational webinar, guest speaker Rohan Nayak, Investment Advisor & Certified Financial Planner, will host Upside Avenue’s monthly Educational Webinar series. Rohan Nayak discusses:    How and when to start planning.   How to be organized while planning.   Deciding when is the right time to being investing.     Evaluating the risks of the markets. Enjoy this episode with Rohan Nayak! Check out our websites to learn more! Website: https://upsideavenue.com​ Facebook: https://www.facebook.com/UpsideAvenue/ ​Twitter: https://twitter.com/UpsideAvenue​ LinkedIn: https://www.linkedin.com/company/upsideavenue/ Instagram: https://www.instagram.com/upsideavenuereit/ Disclaimer The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

In this Upside Avenue Educational Webinar, guest speaker Jim Denholm, Founder and CEO of IronBridge Private Wealth talks about investing during times of volatility. Jim addresses:   Why diversification fails when you need it the most.   The two biggest mistakes investors make and how to avoid them.   Foundations of building a reliable investment process. Check out our websites to learn more! Website: https://upsideavenue.com​ Facebook: https://www.facebook.com/UpsideAvenue/ ​Twitter: https://twitter.com/UpsideAvenue​ LinkedIn: https://www.linkedin.com/company/upsideavenue/ Instagram: https://www.instagram.com/upsideavenuereit/ Disclaimer The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

Wealth Manager, Justin Buddy Arce, RICP®, NSSA®, from NWF Advisory, is back to give us expert estate planning tips on avoiding probate and estate taxes. Enjoy this episode with Justin Buddy Arce! Check out our websites to learn more! Website: https://upsideavenue.com​ Facebook: https://www.facebook.com/UpsideAvenue/ ​Twitter: https://twitter.com/UpsideAvenue​ LinkedIn: https://www.linkedin.com/company/upsideavenue/ Instagram: https://www.instagram.com/upsideavenuereit/ Disclaimer The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

Are you a business owner looking to retire soon? Don’t miss this webinar on Business Succession and Exit Planning where guest speaker Joseph Seetoo, CFA, CFP®, CEPA, Senior VP of Morton Capital addresses: Why there is a need for business succession and exit planning What is exit planning What you need for a successful business transaction Check out our websites to learn more! Website: https://upsideavenue.com​ Facebook: https://www.facebook.com/UpsideAvenue/ ​Twitter: https://twitter.com/UpsideAvenue​ LinkedIn: https://www.linkedin.com/company/upsideavenue/ Instagram: https://www.instagram.com/upsideavenuereit/ Disclaimer The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.

Divorce is a major life event that forces a change in your financial plan. Managing Director Dennis Bielik, CFA, CFP®, FRM from TCG Advisors and author of Money Management Mindset: A Guide to Help You Prepare for the Expected and Unexpected addresses:  • Financial assets that can be affected by divorce  • How divorce financially affects women  • How divorce financially affects men   Regardless of how you feel about your new marital status, planning is crucial, and you don’t want to miss this webinar. Enjoy this episode with Dennis Bielik! Check out our websites to learn more! Website: https://upsideavenue.com​ Facebook: https://www.facebook.com/UpsideAvenue/ ​Twitter: https://twitter.com/UpsideAvenue​ LinkedIn: https://www.linkedin.com/company/upsideavenue/ Instagram: https://www.instagram.com/upsideavenuereit/ Disclaimer The information contained on this podcast or this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here. Nothing here is a solicitation to buy or sell any security or to make any financial decisions. Any advertisers or sponsors are for informational purposes only and are not endorsements of any product or service.