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Rolling Back the Odometer: Beleaguered YieldStreet Changes Name to Willow Wealth and Scrubs Checkered Record from its Public Website
Site was once so popular that deals sold-out in seconds or minutes. But then $ hundreds of millions of investor losses followed. And investors sued and SEC enforcement actions followed. Now the firm has rebranded as Willow Wealth and claims“transparency is paramount.” But is it transparent for any platform to remove its past performance from public view ... and also make it harder for new investors to understand it's full history?

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Dec 17, 20259 min read


Layoff Announcements Skyrocket While Official Data Goes Dark: Flashing Red Recession Signal .… or just an aberration?
A jolting Challenger analysis reports a jaw-dropping 1.09 million job-cut announcements in 2025 so far --- the worst since 2020. And massive job losses accompany virtually every recession. So is the dreaded "R" word lurking around the corner? Or could there be another explanation? And if a recession is coming...then what would it mean to alternative investors?

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Nov 30, 20257 min read


No More Fixer-Uppers? Lennar’s New Platform Lets Investors Buy Ready-to-Rent Homes
Lennar Investor Marketplace is a site that allows an investor to purchase brand-new single-family homes to rent out — a model commonly referred to as build-to-rent.
This setup helps investors avoid the unpleasant surprises of unforeseen capital expenditures that often plague older rental inventory.

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Nov 1, 20253 min read


New Platform Deep-Dive Review: Gatsby Investments
Gatsby Investments is a hyper-focused multi-family operator in LA county with a remarkable track record claiming 48 properties over 8 years (and returning about 23% IRR). It also impressively reports zero losses during the 2 to 3 years of the recent multifamily downturn. Debt is also conservatively low and long-term. On the down-side, it doesn't currently disclose it's co-investment or type of debt (fixed versus floating). And it appears to offer no preferred return in it's

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Oct 13, 20252 min read


Feds Charge Norada with Swindling $62.5 million from Investors in Massive Ponzi Scheme – How to Detect the Red Flags Beforehand
nvestors were drawn-in by promises of sky-high returns, low-risk, raving investor reviews and were paid like clockwork … right up until it all collapsed. Here’s how many Private Investor Club members spotted the disturbing warning signs early and avoided the blood-bath.

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Sep 25, 20256 min read


New Platform Deep-Dive Review: F Street
F Street is a newcomer that has surprisingly high deal flow, a wide variety of offerings, and impressive (claimed) AUM of $647 Million. On the down side, it doesn't disclose it's full track record or co-investment. Additionally, leadership's site bios are essentially empty and the CEO appears to have no previous experience managing other people's money as a fund manager.

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Sep 20, 20253 min read


SEC charges once-popular ATM operator Prestige Investment Group of being a Ponzi-scheme and losing $400 million of investor money (and CEO Daryl F. Heller of misappropriating $185 million)
For years, enthusiastic Prestige investors gushed about being “paid like clockwork” and couldn’t pile in fast enough. But in the end, the house of cards came crashing down with investor lawsuits and jaw-dropping losses. Yet many Private Investor Club members spotted glaring red flags from the beginning and avoided the carnage completely, by walking away. Here’s how and why.

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Sep 4, 20255 min read


A Tale of Four Investments: How Major Real-state Asset Class Prices are on Completely Different Paths in Today's Unusual Environment
Unprecedented events have caused the four main real-estate classes to do something very unusual… completely diverge. We look at which ones are blossoming, which are coping and which are bleeding.

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Jul 21, 20255 min read


New Platform Deep-Dive Review: Swell (from Aloha Capital)
This newish site claims an impressive looking $650 million AUM, 10% historical cash on cash return and a surprisingly large variety of loans to choose from. It's also open to nonaccredited investors and has a reasonably low $25k minimum. Downsides include apparent lack of disclosure of key details including co-investment and the fees and/or promotes charged. And key features don't appear to be fully explained like note type, capital stack position and whether notes are fully

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Jun 23, 20253 min read


New Platform Deep-Dive Review: Arrived Private Credit Fund. (The second in a series of three reviews about Arrived offerings)
This newcomer to The Review offers deals in the desirable but often-difficult-to-access class of single-family rentals. It has impressive de

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Apr 21, 20254 min read


How are Alternative Asset Classes Responding in Today's Volatile Environment (and where are the Potential Opportunities and Dangers)?
Rapidly evolving events have stunned many public and private investors and challenged their portfolios. But change also brings...

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Mar 31, 202511 min read


New Platform Deep-Dive Review: Arrived Single-family Residential and Vacation Rental Platform
This newcomer to The Review offers deals in the desirable but often-difficult-to-access class of single-family rentals. It has impressive de

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Mar 12, 20254 min read


New Platform Deep-Dive Review: FranShares Business Franchise Investing
Franchises can offer steady income, portfolio diversification, and inflation hedging and with exponentially less risks than startups. But th

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Mar 4, 20253 min read


New Platform Deep-Dive Review: Share SFR Single-family Rental Platform
This newcomer to The Review offers deals in the desirable but often-difficult-to-access class of single-family rentals. It has impressive de

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Feb 19, 20253 min read


New Platform Deep-Dive Review: Ark7 Single-family Home Rental Platform
This newcomer to The Review offers deals in the desirable but often-difficult-to-access class of single-family rentals. It has impressive...

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Dec 28, 20244 min read


Busting the Myth: Why Interest Rate Changes Don't Affect Real Estate Prices The Way You Think They Do
Contrary to conventional wisdom, real estate price changes aren't directly correlated to interest rate changes. This article takes a hard lo

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Dec 18, 202410 min read


UpRight (formerly Fund That Flip) Plummets in Investor Sentiment and is Downgraded to "On Probation"
Once sky-high investor sentiment is now much more hesitant. First the platform was buffeted by fallout from the collapse of Synapse...

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Sep 26, 20243 min read


Why Merely Freezing and Monitoring your Credit is *Not Even NEARLY Enough* to Stop Debilitating Identity Theft
Last week, 78% of U.S. citizens were exposed to identity theft from a jaw-dropping data breech at National Public Data. And the...

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Aug 28, 20247 min read


New Platform Deep-Dive Review: FinResi Real-Estate Debt Platform
This intriguing newcomer to The Review offers a surprisingly large number of investments, low LTVs and first-position liens. Downsides...

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Aug 28, 20243 min read


Hackers Steal 272 Million U.S. Social Security Numbers, 161 Million U.S. Phone Numbers and More Highly Sensitive Historic Data from National Public Data.
What happened? And how to tell if your were breeched and what to do about it. (Usual disclaimer: I'm just an investor expressing my...

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Aug 25, 20244 min read
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