Unlock the secrets to savvy investing with Todd Whatley and me, Ian Weiner, as your guides through the often opaque world of alternative investments. Today's episode is a goldmine for attorneys looking to navigate the complexities of private equity, private credit, and real estate. We shed light on the allure of these opportunities, while also stressing the necessity for transparency and a solid understanding of associated fees, expenses, and liquidity. You'll walk away from this conversation with a clear sense of how to approach investment pitches, and with the knowledge that those managing the investments may just be the ones seeing the greatest returns.

We then take a deep dive into the nuances of real estate investments, discussing why past performance is no guarantee of future success and the importance of dissecting fee structures and preferred returns. I'll help you grasp the critical differences between being a registered investment advisor versus a broker-dealer and what that means for your investment journey. Whether you're pondering how to leverage real estate for tax benefits in your law practice or considering the advantages of opportunity zones, this episode equips you with the strategies you need to make informed decisions. Plus, keep an ear out for our upcoming guest expert, who will expand on the tantalizing possibilities of opportunity zones for your portfolio.