Ep 78: Diversifying Passive Investments through Real Estate with Alina Trigub

podcast December 27, 2018

After witnessing several market crashes in her lifetime, Alina Trigub knew she had to find alternative ways to preserve her wealth outside of Wall Street. Armed with extensive research skills, she looked deeply into real estate and decided to start through syndication. Thus far, she continues to diversify her portfolio by investing in various asset classes. She stepped up her real estate game by starting her own company which helps investors protect and multiply their wealth. On this episode, Alina shares about getting started, alternative investments, syndication and asset diversification. She shares more about approaching target markets, vetting partners and establishing business relationships.

Key Market Insights:

Syndicator and relationship capital expert
Former Tax Accountant at Ernst & Young and in the private sector
Transitioned to information technology to become a liaison of business and tech
Diversified investments beyond Wall Street as an equity partner
Advantages of Syndication – preserves wealth and tax-saving benefits
Founded S.A.M.O Financial which helps business professionals protect and multiply their wealth
Founded “The Power of Passive Investing through Real Estate” meetup groups in New York and New Jersey
Asset Class Investments: Multifamily, Mobile Home Parks, Storage
Countercyclical Assets During Economic Downturns: Storage and Mobile Home Parks
Asset Diversification vs Specialization
Asset classes act differently in different market cycles
Key Market Drivers: Diversified industries, established employers, population and job growth, developments, colleges and universities, transportation hubs, job centers
Tip in Establishing Business Relationships: Make it about others, not your business
Factors to Consider for a Partner: Track Record, Experience, Current and previous affiliations, Values, Plans and strategies, Their relationships
Risks involved in Real Estate Investing
Common Attribute of New Investors: Looks at what’s available to them (such as flipping and single-homes) other than finding alternative investments
Tip for New Investors: Find alternative ways to invests
How Amazon is Changing the Real Estate game in New York
Currently, building her brand and working on information products for her audience