Media Library

No matter where you are on your investment journey, you may reach a point where you decide it’s time to seek out new business opportunities. But how do those opportunities arise, and how does one seek them out? Steve Lloyd and Kerry Faix, founders and managing partners of Stone Bay Holdings, have dedicated most of…

For many new and even experienced investors, learning how to invest in alternative assets and build a diverse investment portfolio is a key tool for growing wealth. As a successful and experienced business owner and syndicator, founder and CEO of The Real Asset Investor Dave Zook has expanded his business and knowledge beyond traditional real…

As investors, we ask ourselves many questions when we start out: Do I have the time to start investing? How much can I afford to spend on investments? Is this investment right for me? How do I find the right property? Am I ready? For Liz Faircloth and her husband, who are co-founders of The…

Most income-earners in the country aren’t aware of the self-directed option for a number of reasons. Brokers and custodians don’t always fully understand or even offer self-direction, and even if they do, it’s often from a limited menu of investment options. In this week’s episode, learn from the CamaPlan team as we break down what…

2020 has been a confusing year on so many levels.  In their efforts to help businesses and taxpayers cope with economic disruptions, Congress and the IRS have passed a veritable blizzard of new rules and deadline changes, many of them affecting retirement savings.  Some of the new rules leave certain issues vague or unaddressed, deliberately…

As an investor, Lou Polisano’s an entrepreneur, company builder, and natural promoter.  Since the sale of his consulting firm, he has transitioned into managing his and his family’s investments full-time.  A specialist in big data, analytics, and financial performance, he and his wife, Maggie Polisano, co-founder of CamaPlan self-directed IRA, have become a powerhouse of…

Dave Van Horn has raised over $200 million dollars for both notes and commercial real estate. He is President and CEO of PPR Note Co., a holding company that manages several funds for buying, selling, and holding residential mortgages. He is also a co-founder and board member of Strategic Investor Alliance, a weekly investment blogger…

In addition to operating planes for several major United States airlines, Ralph Marshall actively operates in the field of alternative investments. Marshall has over 20 years’ experience in buying and selling thousands of notes secured by real estate, private lending, private placements, trusts, and self-directed retirement accounts. He also served as an officer in the…

The ever-changing financial landscape of real estate led brother and sister Bill Fairman and Wendy Sweet to abandon conventional lending as we know it and co-founded Carolina Hard Money, a hard money lender that specializes in short-term purchase money loans with a construction component for real estate investors/builders in the Southeast. With over thirty years…

Josh McCallen got his start in the hospitality industry at age 14 washing dishes. Now, he is a nationally recognized hospitality executive, conference speaker, innovator, builder & investor for the development of exceptional resort properties and growing world-class operational teams. Over the course of 20+ years, Mr. McCallen has led over $100,000,000 in luxury residential…