Webinar – Private Credit Investing & Lending Explained

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Private Credit Investing & Lending Explained

This webinar took place on 3/12/2024, but you can watch it below.

Contact Us with any questions.

Some of the common assets in a self-directed IRA (or in a personal portfolio) are private lending and private credit investing opportunities. However, many people are not familiar with the inner workings of this investment space and don’t know how to navigate the elements of these assets.

Samir Patel of Trophy Point Investment Group joins Scott Maurer of Advanta IRA to delve into the world of private lending and private credit investing.

They explain:

  • Public vs. private capital
  • What to look for in a private credit manager
  • What goes into a loan decision
  • Real estate trends affecting the world of private capital

Don’t miss this opportunity to learn how you can diversify your investment portfolio and how these assets work to build tax-sheltered income in your IRA or solo 401(k).

About the Presenter

headshot of Samir Patel

Samir Patel  

Samir is the managing partner of Trophy Point overseeing all aspects of the fund. He previously co-founded another private lending fund that has originated $200 million+ in private, commercial loans. Samir is owner of multiple hotels and other real estate assets such as a 20-unit rental portfolio. Samir teaches real estate entrepreneurship at Georgia State University on a part time basis. He bought his first hotel when he was a junior in college. Samir has successfully served as an officer in the US Army serving as Comptroller managing $30 million in taxpayer funds and also as the chief operations officer of a 1,000-person organization. In addition, he was a cavalry officer commanding troops in combat zones: Iraq and Afghanistan. He has engaged in real estate transactions/investments, and the acquisition of businesses for the past 15 years.

Details

Date:
March 12
Time:
12:00 pm - 1:00 pm EDT
Cost:
FREE
Event Category:
Event Tags:
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Organizer

Advanta IRA
Phone
800-425-0653
Email
info@AdvantaIRA.com
View Organizer Website

Other

Select an office location for this event
Tampa Bay, FL, Atlanta, GA, Online

Private Credit Investing & Lending Explained

This webinar took place on 3/12/2024, but you can watch it below.

Contact Us with any questions.

Some of the common assets in a self-directed IRA (or in a personal portfolio) are private lending and private credit investing opportunities. However, many people are not familiar with the inner workings of this investment space and don’t know how to navigate the elements of these assets.

Samir Patel of Trophy Point Investment Group joins Scott Maurer of Advanta IRA to delve into the world of private lending and private credit investing.

They explain:

  • Public vs. private capital
  • What to look for in a private credit manager
  • What goes into a loan decision
  • Real estate trends affecting the world of private capital

Don’t miss this opportunity to learn how you can diversify your investment portfolio and how these assets work to build tax-sheltered income in your IRA or solo 401(k).

About the Presenter

headshot of Samir Patel

Samir Patel  

Samir is the managing partner of Trophy Point overseeing all aspects of the fund. He previously co-founded another private lending fund that has originated $200 million+ in private, commercial loans. Samir is owner of multiple hotels and other real estate assets such as a 20-unit rental portfolio. Samir teaches real estate entrepreneurship at Georgia State University on a part time basis. He bought his first hotel when he was a junior in college. Samir has successfully served as an officer in the US Army serving as Comptroller managing $30 million in taxpayer funds and also as the chief operations officer of a 1,000-person organization. In addition, he was a cavalry officer commanding troops in combat zones: Iraq and Afghanistan. He has engaged in real estate transactions/investments, and the acquisition of businesses for the past 15 years.