How to Use Alternative Investments to Strengthen Your Retirement Planning

In this episode of The Preferred Way, Preferred Trust Company sits down with Tait, the co-host of Passive Income Pilots and a representative of Turbine Capital. Tait shares insights on the dynamic world of alternative investments, covering everything from market cycles and macroeconomic trends to Turbine Capital’s unique approach to real estate syndications and strategic partnerships. Plus, learn how self-directed IRAs can be leveraged to invest in alternative assets like real estate, private debt, and industrial properties.

Join us for this comprehensive discussion, ideal for those looking to diversify their retirement savings and explore opportunities beyond traditional investments.

Key Topics Covered:

Introduction to Turbine Capital
Real estate syndications and team structure
Market cycles and macroeconomic trends
Benefits of self-directed IRAs for alternative investments
Turbine Capital’s current investment offerings
Reshoring and its impact on industrial real estate

Chapters
00:00 - Introduction: Preferred Trust Company kicks off the episode with a brief welcome.
00:08 - Meet Tate of Turbine Capital: Tate’s background, career in real estate, and podcasting.
00:51 - Market Update: Turbine Capital’s growth and current trends in real estate.
01:27 - Turbine Capital Overview: Tate discusses Turbine’s investment strategies and market approach.
02:14 - Investment Focus: Turbine’s unique focus on airline pilot investors and syndications.
04:16 - Strategic Partnerships: How Turbine Capital leverages strategic operator partnerships.
05:18 - Diverse Asset Classes: Exploring different real estate investments beyond multifamily properties.
07:25 - Passive Income Pilots Podcast: Tate shares success stories from the podcast.
10:09 - Interest Rate Impacts: A breakdown of rising interest rates’ effects on commercial real estate.
13:31 - Current Market Outlook: Tate’s perspective on current and future market opportunities.
17:07 - Reshoring Trend: The shift to domestic production and its potential in real estate.
23:18 - Key Industrial Projects: Turbine’s industrial development projects, including Bel Air.
36:00 - Self-Directed IRAs: Preferred Trust Company explains the advantages of using self-directed IRAs.
44:30 - Getting Started with Preferred Trust: How to open and fund a self-directed IRA.
50:38 - FAQs on Self-Directed IRAs: Tate and Preferred Trust answer common questions on investment strategy.
57:49 - Closing Remarks: Tate shares closing insights and resources.
Listen to the full episode for actionable insights into diversifying your portfolio with alternative investments!