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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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Tap into Retirement Plan Dollars for Alternative Asset Investing
Webinar Chris Carsley Webinar Chris Carsley

Tap into Retirement Plan Dollars for Alternative Asset Investing

Hosted by CAIA Seattle, John Paul Ruiz of The Entrust Group shows how you can unlock the power of retirement plan capital for investing in alternative investments. There are 33 trillion dollars in retirement plans. Whether you are an advisor helping clients or an individual investor learn about the platforms available, rules and regulations, and how to get started in a broader utilization of your retirement plan assets.

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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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8 Factors to Determine If an Investment Fund Manager Is Putting Investors First
Blogs/Articles Chris Carsley Blogs/Articles Chris Carsley

8 Factors to Determine If an Investment Fund Manager Is Putting Investors First

Lots of managers say, "Investor First," but it is only when you dig into the fund documentation and really spend time understanding the management team, fees, and fund details can you better assess if this is the case. Regardless of the investment platform, here are eight factors for investors to consider when reviewing fund managers to see if they are putting investors first.

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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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The Solo 401k Plan – The Power to Invest in Commercial Real Estate Equity and Debt
Blogs/Articles Dmitriy Fomichenko Blogs/Articles Dmitriy Fomichenko

The Solo 401k Plan – The Power to Invest in Commercial Real Estate Equity and Debt

The Solo 401k Retirement Plan offers powerful advantages for real estate investors. A Solo 401k Plan (also known as Individual 401k) is an IRS-approved Qualified Retirement Plan that has been simplified for the self-employed and those who own a small business. The structure of the plan gives participants more options than a conventional 401k. The Solo 401k’s unlimited investment capability, loan feature, and tax benefits make it the perfect vehicle for investing in real estate.

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2020 December Update - An Interesting Year?
Blogs/Articles Chris Carsley Blogs/Articles Chris Carsley

2020 December Update - An Interesting Year?

The November Kirkland Income Fund results ended strong. With increased efficiency of utilized capital, cost controls, and continued performing status of our portfolio loans the fund reported its strongest month yet with a net return to investors of 0.85%. Acceptance to an institutional investment platform has increased new investor capital. Investor interest has continued to grow as the fund continues to perform well. We are looking forward to a strong 2021.

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