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Scott Jensen: Financial Planner for Real Estate Investors
Video Interview Brock Freeman Video Interview Brock Freeman

Scott Jensen: Financial Planner for Real Estate Investors

In this interview we talk with Scott Jensen, CFP, the founder of Renovate Financial Planning. What makes Scott and Renovate unique is they specialize in working with Real Estate Investors.

He wakes up every day excited to get to work because he combines the career he loves, financial planning, with his side-gig of real estate investing. It’s difficult, as a Real Estate Investor, to find an advisor who understands real estate or who won’t advise you against it because they lack understanding of this important Alternative asset class. As a Real Estate Investor himself, and an avid researcher on all things real estate and financial planning, he is uniquely able help Real Estate Investors reach their financial and real estate goals.

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Understanding “Micro-Balance” Bridge Lending
Video Interview Brock Freeman Video Interview Brock Freeman

Understanding “Micro-Balance” Bridge Lending

Most lenders do not consider commercial real estate bridge loans under $1M. That’s where Kirkland Capital Group enters the picture. They’ve leveraged this opportunity by building the Kirkland Income Fund, delivering a “micro-balance" commercial mortgage option. Chris Carsley and Brock Freeman of Kirkland join Lance to talk about the ins and outs: how the Fund offers investors lower risk and consistent annual fixed income returns, how they approach the underwriting process, commercial mortgage brokers, and assessing borrower risk.

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CAIA Webcast: Private Credit and Why it’s a Safe Harbor in Tumultuous Times
Video Interview Chris Carsley Video Interview Chris Carsley

CAIA Webcast: Private Credit and Why it’s a Safe Harbor in Tumultuous Times

Hosted by CAIA Seattle and CAIA San Francisco, this panel discussion explored how the impact of COVID-19 on the global economy has affected the opportunity set across the private credit landscape. It discussed how private credit strategies, including private real estate debt, have navigated the current environment and the impact experienced with deal flow, yield expectations, and perceived investment safety. The panel also explored why private credit as an asset class can still offer a safe harbor even in these tumultuous times and their post-COVID outlook for continued investment opportunities. Speakers represent the views of allocators to private credit as well as those actively managing debt portfolios.

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Investor Interview: Li Tan
Video Interview Brock Freeman Video Interview Brock Freeman

Investor Interview: Li Tan

In this interview we talk with Li Tan, CPA. Li is a finance and accounting professional with over twenty years of experience in the manufacturing, technology and real estate industry. We discuss her background in political science, finance, and accounting, and how this has influenced her career and investment approach. She also explains her involvement in real estate investment and why she invested in the Kirkland Income Fund.

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Are Real Estate Debt Funds a Replacement for Bonds?
Video Interview Brock Freeman Video Interview Brock Freeman

Are Real Estate Debt Funds a Replacement for Bonds?

In this live online interview Chris Carsley and Brock Freeman talk with Brandon Walsh at Rocket Dollar about alternative investments, the death of the sixty forty or at least the lower interest rate bond market's impact on the low-risk part of your investment portfolio, what to look for risk-wise when exploring private investment funds, what we have done to lower operational risk and be transparent with our Kirkland Income Fund, and much more.

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