ROI and Return on Experience l Axia Partners and Dave Allred l Ep 7
Funds that Won · Fund Launch
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Show Notes
In this episode of Funds That Won, we learn about Axia Partners, a real estate fund that focuses on mitigating risk for its investors. Lincoln interviews Dave Allred of Axia Partners, who shares his journey from doing syndications to investing in real estate funds. He emphasizes the importance of building a strong reputation and protecting investor capital. Axia Partners, which launched two and a half years ago, has successfully maintained a track record of never losing a dollar in investor capital. Tune in to learn more about their mission and core values.
[00:02:02] Mitigating downside risk.
[00:03:31] True diversification and benefits.
[00:07:08] Syndication vs. Fund Model
[00:12:27] Velocity of money and 1031 exchange.
[00:13:19] Real estate tax strategies.
[00:17:06] Tying purpose to financial goals.
[00:20:14] SPVs and investment diversification.
[00:24:09] Creating value and impact.
[00:27:40] Scaling and building something special.
[00:32:03] Full ownership of the process.
[00:34:08] Experiential investing.
[00:38:30] Creating modern value add.
[00:41:28] Transparency in investment firms.
[00:43:33] Learning from industry experts.
[00:47:18] Heavy value add and distributions.
[00:51:23] An interesting time.
[00:53:13] Thinking bigger in real estate.
[00:56:34] Running with the bulls.
[00:59:01] Educational purposes and legal advice.