Alternative Investing: Real Estate, Municipal Debt & Private Lending | Logan Moore
02/26/25 • 41 min
Today, we feature Logan Moore, who is a CFA charterholder from Kansas City, who shares his expertise on alternative investments and his professional journey. Logan discusses his experience managing high-yield municipal bonds, transitioning to commercial real estate, and co-managing a fund focused on real estate syndications. Alternative investments, which include real estate, private equity, and venture capital, offer potential for higher returns but involve greater risk, complexity, and limited liquidity, often requiring accredited investor status. Logan helps investors and advisors conduct due diligence and integrate alternatives into portfolios, with expected returns typically ranging from high single digits to high teens based on the investment type. The discussion emphasizes the need for guidance in this complex space, the importance of diversification, and the value of faith-based investing, underscoring the collaboration between specialists like Logan and financial advisors to make informed decisions.
Key Takeaways:
• Specialized advisors, like Logan, collaborate with financial planners to guide investors through the complexities of alternative investments, ensuring decisions align with long-term goals and risk tolerance.
• Logan’s professional journey from municipal bonds to real estate and beyond.
• The variety of alternative investments available, like venture capital, private equity, and real estate.
• Logan emphasizes the role of values and faith in investment decisions, highlighting the importance of aligning financial goals with personal beliefs.
• Alternative investments typically involve greater risks and reduced liquidity but offer the potential for higher returns, often ranging from high single digits to high teens, with returns reflecting the level of risk.
• Fees, taxes, and potential risks are pivotal factors in evaluating alternative investment opportunities, underscoring the need for comprehensive due diligence.
Key Timestamps:
(00:00) - Meet Logan Moore, CFA
(02:12) - What is the CFA Designation?
(12:50) - Exploring the World of Alternative Investments
(29:00) - Balancing Risk and Return
(39:56) - Connecting with Logan
Key Topics Discussed:
Catholic Money Mastermind, Catholic financial planning, Catholic financial planners, Catholic financial advisors, Ben Martinek, faith and finances, alternative investing, Alts Eval LLC, real estate investing, high net worth investing, venture capital, startup investing, CFA, Chartered Financial Analyst
Mentions:
Website: https://altseval.com/
More of Catholic Money Mastermind:
Catholic Money Mastermind Podcast is a personal podcast meant for educational and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.
Are you looking to hire an advisor? Browse our members.
https://catholicfinancialplanners.com/members/
Are you a Financial Advisor who is serious about the Catholic Faith? Join our network and email [email protected]
Today, we feature Logan Moore, who is a CFA charterholder from Kansas City, who shares his expertise on alternative investments and his professional journey. Logan discusses his experience managing high-yield municipal bonds, transitioning to commercial real estate, and co-managing a fund focused on real estate syndications. Alternative investments, which include real estate, private equity, and venture capital, offer potential for higher returns but involve greater risk, complexity, and limited liquidity, often requiring accredited investor status. Logan helps investors and advisors conduct due diligence and integrate alternatives into portfolios, with expected returns typically ranging from high single digits to high teens based on the investment type. The discussion emphasizes the need for guidance in this complex space, the importance of diversification, and the value of faith-based investing, underscoring the collaboration between specialists like Logan and financial advisors to make informed decisions.
Key Takeaways:
• Specialized advisors, like Logan, collaborate with financial planners to guide investors through the complexities of alternative investments, ensuring decisions align with long-term goals and risk tolerance.
• Logan’s professional journey from municipal bonds to real estate and beyond.
• The variety of alternative investments available, like venture capital, private equity, and real estate.
• Logan emphasizes the role of values and faith in investment decisions, highlighting the importance of aligning financial goals with personal beliefs.
• Alternative investments typically involve greater risks and reduced liquidity but offer the potential for higher returns, often ranging from high single digits to high teens, with returns reflecting the level of risk.
• Fees, taxes, and potential risks are pivotal factors in evaluating alternative investment opportunities, underscoring the need for comprehensive due diligence.
Key Timestamps:
(00:00) - Meet Logan Moore, CFA
(02:12) - What is the CFA Designation?
(12:50) - Exploring the World of Alternative Investments
(29:00) - Balancing Risk and Return
(39:56) - Connecting with Logan
Key Topics Discussed:
Catholic Money Mastermind, Catholic financial planning, Catholic financial planners, Catholic financial advisors, Ben Martinek, faith and finances, alternative investing, Alts Eval LLC, real estate investing, high net worth investing, venture capital, startup investing, CFA, Chartered Financial Analyst
Mentions:
Website: https://altseval.com/
More of Catholic Money Mastermind:
Catholic Money Mastermind Podcast is a personal podcast meant for educational and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.
Are you looking to hire an advisor? Browse our members.
https://catholicfinancialplanners.com/members/
Are you a Financial Advisor who is serious about the Catholic Faith? Join our network and email [email protected]
Previous Episode
Avoiding Society’s Money Traps | Deb Meyer & Kevin Reardon
Today, I’m joined by Kevin Reardon and Deb Meyer to discuss how emotions, societal pressures, and behaviors shape our financial decision-making, especially as Catholics. We explore how fear, greed, and herd mentality can lead to poor financial choices and stress the importance of discipline, diversification, and aligning our actions with core values and faith. Drawing from personal stories, we emphasize the value of creating a clear, personalized financial plan to resist consumer-driven urges and external expectations, like "keeping up with the Joneses." As financial advisors, we see our role as fostering accountability, promoting long-term financial health, and helping clients strike a balance between enjoying life now and securing their future—all while trusting in God’s providence to guide the journey.
Key Takeaways:
• Asking “Where is God in my financial planning?”
• How to avoid get-rich-quick schemes.
• Consideration of how different emotions may play into your financial plans.
• How to choose your influences and avoid “keeping up with the Joneses.”
• What values you should outline for your finances and how to include faith.
Key Timestamps:
(00:00) - Emotional Influences on Financial Decisions
(02:44) - Fear and Greed in Financial Planning
(06:35) - Personal Stories of Financial Mistakes
(12:07) - Marketing and Peer Influences
(22:05) - The Importance of Having a Financial Plan
(29:26) - Accountability and Support in Financial Planning
(35:21) - Conclusion and Contact Information
Key Topics Discussed:
Catholic Money Mastermind, Catholic financial planning, Catholic financial planners, Catholic financial advisors, Ben Martinek, faith and finances, Deb Meyer, Kevin Reardon, consumption, get rich quick, keeping up with the Joneses
Mentions:
Deb’s Website: https://www.worthynest.com/
Kevin’s Website: https://www.shakespearewm.com/
More of Catholic Money Mastermind:
Catholic Money Mastermind Podcast is a personal podcast meant for educational and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.
Are you looking to hire an advisor? Browse our members.
https://catholicfinancialplanners.com/members/
Are you a Financial Advisor who is serious about the Catholic Faith? Join our network and email [email protected]
Next Episode
Is Investing Just a Calculated Gamble? | Phil Francois & Anthony Guzman
Today we’re joined for a roundtable discussion with Anthony Guzman and Phil Francois to explore the fundamentals of investing, including employer-sponsored retirement accounts, risk management, and investment strategies that align with personal values. We distinguish between investing and gambling, emphasizing that while both involve risk, investing is strategic and based on positive expected returns. Key principles such as diversification, market participation, and moral screening help build a sound investment strategy while mitigating risk. Opportunity cost plays a crucial role in investing, as conservative strategies offer stability but may not keep pace with inflation, making a balanced approach essential. Ultimately, investing should be goal-oriented, tailored to different life stages, and focused on both financial growth and thoughtful spending. We conclude with practical steps: assessing current strategies, ensuring alignment with long-term objectives, and seeking professional guidance when needed.
Phil Francois is a Certified Financial Planner and founder of Foundation Wealth Planning, dedicated to helping families and business owners navigate financial complexities with a faith-based approach rooted in biblical principles. Anthony Guzman is a fiduciary financial planner dedicated to helping families and individuals achieve peace of mind through holistic financial planning, guiding them to make prudent decisions and steward their resources wisely.
Key Takeaways:
• Financial decisions should reflect personal beliefs, whether through faith-based stewardship or ethical investing.
• A comprehensive financial strategy considers not just investments but overall life goals, risk tolerance, and family priorities.
• Spreading investments across different assets helps mitigate risk and enhance long-term stability.
• Effective financial planning involves optimizing what God has provided to support family, community, and faith-driven goals.
• True financial well-being comes not just from accumulating wealth but from thoughtful spending and alignment with values.
• A trusted advisor helps align financial strategies with personal and family objectives.
Key Timestamps:
(00:00) - The Basics of Investing and Money Management
(03:49) - The Importance of Diversification in Investing
(13:16) - Managing Risk and Reward in Investments
(19:35) - Fine-Tuning Your Portfolio
(35:46) - Practical Tips for Managing Your Investments
Key Topics Discussed:
Catholic Money Mastermind, Catholic financial planning, Catholic financial planners, Catholic financial advisors, Ben Martinek, faith and finances, gambling vs investing, risk, inflation, diversification, investment portfolio
Mentions:
Anthony’s Website: https://www.pioneerwealth.com/
Phil’s Website: https://www.foundationwealthplanning.com/
More of Catholic Money Mastermind:
Catholic Money Mastermind Podcast is a personal podcast meant for educational and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.
Are you looking to hire an advisor? Browse our members.
https://catholicfinancialplanners.com/members/
Are you a Financial Advisor who is serious about the Catholic Faith? Join our network and email [email protected]
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