The Unconventional Investor

If you're curious about how farmland can diversify your portfolio, act as an inflation hedge, and support a healthier planet, you’ll find plenty in this episode. Michelle is joined by Chris Zuehlsdorff, CEO of Iroquois Valley Farmland REIT. Iroquois Valley supports experienced organic farmers through long-term leases and mortgage financing, helping to preserve farmland and build a more resilient food system. Key takeaways:Farmland as a Diversifier & Inflation Hedge: Investing in organic farmland provides real asset exposure that can balance a traditional 60:40 portfolio and help hedge against inflation.Accessible, Values-Driven Impact Investing: Iroquois Valley makes it possible for both accredited AND non-accredited investors (minimum $10k) to support organic farmers. (Its SEC-registered Reg A structure and B Corp certification.)Support the Next Generation of Farmers: The REIT’s portfolio skews younger, focusing on supporting millennial farmers to scale their sustainable businesses.If you’re interested in learning more about how to align your investments with your values, or want exposure to organic farmland, check out the full episode or visit iroquoisvalley.com.Take the quiz - How Alternative Assets Can Fit in Your Portfolio - https://quiz.tryinteract.com/#/672ec387dca489a684704eee Ready for the next step?Subscribe to the Podcast: pod.link/1671924778Don't forget to leave a review!Follow Michelle for more financial tips:YouTube: youtube.com/@theunconventionalinvestor Instagram: instagram.com/michelle.e.moses Website: www.mefinancial.net Disclaimer:The information discussed in this podcast is for educational and informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any securities, investments, or financial instruments. Private placements and alternative investments are speculative and involve significant risks, including the potential loss of your entire investment. These opportunities are typically suitable only for accredited investors and may not be appropriate for all listeners. Always consult with a qualified financial advisor, attorney, or tax professional before making any investment decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

I sat down with Braden Hudson, CFO and cofounder of Trellis Energy, to talk about an oil and gas investment opportunity. Trellis isn’t your typical operator—they specialize in fractional ownership of wells alongside major names like Chevron and EOG, giving accredited investors direct access to proven energy projects. With a focus on downside risk, diversified deals, and strong tax benefits, their fund offers an alternative growth platform outside traditional markets. If you’re looking to diversify your portfolio and tap into energy investments in a smarter way, this episode is a must-listen!Key takeaways:Diversification Through Non-Operated Interests: Trellis Energy provides fractional ownership in oil and gas wells across top-tier U.S. operators, which spreads risk across different projects, regions, and commodities. This isn’t about chasing 10x returns—it's about steady capital appreciation with a strong downside risk focus.Distinct Growth Platform Model: Trellis doesn’t operate the wells themselves—instead, they invest alongside proven, reputable operators (think Chevron, EOG, Oxy) in projects too small for major institutional players, but out of reach for most individuals. This model enables earlier cash flow recycling and tailored exit timing, seeking 15–20 projects per fund lifecycle.Investor Alignment & Tax Efficiency: With an 8% preferred return and significant personal capital invested, Trellis aligns its interests with investors. Plus, 70–85% of capital may be deductible in year one, depending on structure—adding another layer of efficiency for portfolio strategy.Curious how private energy investing could fit your portfolio—either for tax planning, diversification, or long-term growth? Check out the full episode or let’s connect!#AlternativeInvestments #OilAndGas #PrivateEquity #PortfolioDiversification Contact Brayden Hudson with Trellis Energy Partners - https://trellisep.com/Take the quiz - How Alternative Assets Can Fit in Your Portfolio - https://quiz.tryinteract.com/#/672ec387dca489a684704eee Ready for the next step?Subscribe to the Podcast: pod.link/1671924778Don't forget to leave a review!Follow Michelle for more financial tips:YouTube: youtube.com/@theunconventionalinvestor Instagram: instagram.com/michelle.e.moses Website: www.mefinancial.net Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

Downsizing or transitioning to a new living situation can be especially overwhelming for seniors and their families. In my recent episode, I had the pleasure of chatting with Zach Gariti, founder of Reavanti, a company specializing in senior move management.Here are 3 key takeaways:A Personalized, Stress-free Approach: Reavanti manages every aspect of a senior’s transition—from sorting and packing, to donating and selling unwanted items, all the way to recreating familiar home environments in new spaces. Clients remain at the center of the process, but without the heavy lifting (literally and figuratively!).Flexible, Compassionate Support: The timeline is tailored to each client’s needs. Whether it takes days or more than a year, they can adjust to clients’ schedules, family situations, and emotional readiness.Specialized Care for Memory Challenges: For clients moving into memory care, Reavanti emphasizes recreating familiar surroundings (even arranging photos and setting up favorite TV shows!) to ease transitions and maintain comfort, dignity, and a sense of control.If you’re helping a loved one—or know someone who is—navigate a major move, check out Reavanti or connect with a senior move manager in your area. Contact Zach with Reavanti - https://reavanti.com/Take the quiz - How Alternative Assets Can Fit in Your Portfolio Ready for the next step?Subscribe to the Podcast: pod.link/1671924778Don't forget to leave a review!Follow Michelle for more financial tips:YouTube: youtube.com/@theunconventionalinvestor Instagram: michelle.e.moses Website: www.mefinancial.net Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

If you're interested in learning more about the potential of Manufactured Housing Communities (mobile home parks), listen to this episode!Hansel Rodriguez, Principal of COARE Communities, joins us as we get into the world of Manufactured Housing Communities (mobile home parks). Hansel shares his expertise on diversified investment strategies, the significant returns and tax benefits associated with mobile home park investments, and the critical role these communities play in providing affordable housing solutions.Key Takeaways:Affordable Housing Focus:COARE is dedicated to solving the affordable housing crisis by investing in and preserving Manufactured Housing Communities, the most affordable housing option available.Mobile home parks provide a crucial housing solution, offering significant cost savings compared to traditional apartments and single-family homes. Diversified Investment Strategies:COARE Companies employs a diversified approach, investing in mobile home parks across the nation, so you aren't heavily invested in one area. This investment opens up unique opportunities beyond conventional markets.Attractive Returns & Tax Benefits:Investing in mobile home parks offers the potential for high returns, making it an appealing option for accredited investors. These investments also provide substantial tax benefits that may be right for your portfolio.Guest:Hansel Rodriguez, Principal, COARE and CEO, Coare CompaniesLinks:COARE Website - https://www.coarecommunities.com/Contact Michelle to discuss investing in COARE - www.mefinancial.net Take the quiz - How Alternative Assets Can Fit in Your Portfolio Ready for the next step?Subscribe to the Podcast: pod.link/1671924778Don't forget to leave a review!Follow Michelle for more financial tips:YouTube: youtube.com/@theunconventionalinvestor Instagram: michelle.e.moses Website: www.mefinancial.net Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

The podcast is pivoting to focus on something I'm extremetly passionate about - alternative investments. 🎙️ As a Certified Financial Planner and independent financial advisor, I've witnessed the growing desire for investment strategies beyond the traditional stock market. Our revamped podcast aims to guide accredited investors toward alternative investment opportunities that diversify their portfolios while adding financial strategies not often seen in the marketplace. Here are three key takeaways: Explore Alternative Investments: Discover a plethora of investment opportunities, from hotels and self-storage to wine and car washes, which can diversify your portfolio and potentially yield exciting returns. Maximize Your Returns with Strategy: Learn strategies, like tax minimization and Roth conversions, that can enhance your financial growth. For example, rolling capital gains from a sold rental property into an alternative investment can defer taxes and create income streams. Independent Insight and Expertise: As one of the first advisors to embrace alternative investments since 2016, I cut out hefty fees by being an independent RIA. This ensures I have a hands-on approach to vetting investment opportunities, giving you tailored advice and minimizing risks associated with conventional avenues. Join us on this journey to redefine your wealth-building strategies and embrace the future of investing. Tune in and let's diversify your portfolio together! 📈 Take our quiz - How Alternative Inevestments Can Fit in Your Portfolio Ready for the next step? Subscribe to the Podcast: pod.link/1671924778 Don't forget to leave a review! Follow Michelle for more financial tips: YouTube: youtube.com/@theunconventionalinvestor Instagram: michelle.e.moses Website: www.mefinancial.net Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

No matter how much you make, tracking your spending not only helps you feel better, but allows you to make informed decisions. A budget isn't there to cut costs or live like a miser, it's there so you know what's going on in your financial life. 3 takeaways from this episode: Focus on Large Items: Cars, homes, loans - keeping the cost of these items low, allows you to spend more freely in other areas. Embrace Financial Awareness - Track!: Use a software like YNAB (You Need a Budget), will help you see where you money is going. By constantly monitoring your spending habits and identifying areas to cut costs, you gain more control and make informed decisions to enhance your savings. Plan For Irregular Expenses: Budgeting isn’t just about monthly expenses; it’s about preparing for those non-recurring costs like auto insurance, holiday shopping, and emergency funds. Setting aside funds for these will help alleviate financial stress. Related episodes: My New Favorite Financial Book: No Worries by Jared Dillian (Ep 51) Your Best Financial Life: Save Smart Now For the Future You Want (Ep 40) Ready to take the next step? Subscribe to the Podcast: pod.link/1671924778 Don't forget to leave a review! Follow Michelle for more financial tips: YouTube: youtube.com/@theunconventionalinvestor Instagram: michelle.e.moses Website: www.mefinancial.net Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.